An order in the Supreme Court of the District of Columbia at
special term, admitting a writing to probate and record as the will
of a deceased person, in conformity with the findings of the jury
empanelled in the same court to try the issue of will or no will,
is one involving the merits of the proceeding, and, may be reviewed
by the same court in general term, and such review will bring
before the general term all the questions arising upon bills of
exceptions taken at the trial before the jury, and if the value of
the matter in dispute be sufficient, this Court has jurisdiction to
reexamine a final order of the Supreme Court of the District of
Columbia affirming the order of the probate court and to pass upon
the questions of law raised by such bills of exceptions.
Van Ness v. Van
Ness, 6 How. 62, and
Brown v.
Wiley, 4 Wall. 165, distinguished.
In the trial before a jury of an issue made up in a probate
court as to the incompetency of a deceased person, from unsoundness
of mind or undue influence, to make a will, declarations made by
the deceased to a witness that he received the bulk of his estate
by breaking the will of his grandfather, who was also the ancestor
of the caveators, and that his estate consisted in a great degree
of that property and its accumulations, and also declarations of
one of the legatees, made about, or after the date of the execution
of the alleged will, that she had knowledge at that time of the
execution of the will and of its provisions, should be excluded
from the jury.
On the trial of that issue, it was proper for the jury to
consider whether the undue influence alleged to have been exercised
by a particular legatee in
Page 134 U. S. 48
respect to other matters extended to or controlled the execution
of the will, and give it such weight as they might deem proper.
An instruction to the jury at such trial that if they should
believe the evidence of a witness named, they must find for the
will, while apparently objectionable, as giving undue prominence to
the testimony of that witness, was held, in view of the scope of
her evidence, not to have been erroneous.
The case is stated in the opinion.
MR. JUSTICE HARLAN delivered the opinion of the Court.
This writ of error brings up for review a judgment of the
Supreme Court of the District of Columbia in general term which
affirmed a final order of the same court in special term admitting
to probate and record a certain writing as the last will and
testament of Levin M. Powell, who died in the City of Washington on
the 15th day of January, 1885. That instrument provided for the
disposition of property of the value of more than $100,000.
At October term, 1886, of this Court, a motion was made that the
writ of error be dismissed for want of jurisdiction "because the
judgment of the Supreme Court of the District of Columbia, to which
said writ of error was directed, is not a final judgment," and, in
the alternative, that the judgment be affirmed because the writ of
error was sued out merely for delay. That motion was overruled.
Ormsby v. Webb, 122 U.S. 630. At the present term, a
second motion to dismiss was made, this time upon the ground that
the case is one of equity jurisdiction, and could be brought here
only by appeal.
The history of this litigation, as disclosed by the record, is
as follows:
Sarah C. Colmesnil, one of the heirs at law of the deceased
Page 134 U. S. 49
presented to the Supreme Court of the District of Columbia,
holding a special term for probate business, a petition alleging
that the above writing -- previously presented to that court for
probate by the persons named therein as executors -- was not the
last will and testament of Levin M. Powell; that, by reason of his
physical and mental condition, he was incompetent to make a will,
and that if his name was placed to that writing, it was not done by
his will, but by the procurement, undue influence, and fraud of
Harriet C. Stewart, one of the persons named therein as a
legatee.
It was thereupon ordered that the following issues be
transmitted, to be tried in the circuit court before a jury:
"First. Whether the said paper writing purporting to be the last
will and testament of the said Levin M. Powell, bearing date on the
27th of October, 1884, was executed and attested in due form of
law."
"Second. Whether the contents of said paper writing were read to
or by the said Levin M. Powell at or before the alleged execution
thereof by him."
"Third. Whether the said Levin M. Powell at the time of the
alleged signing of said paper writing, was of sound and disposing
mind, and capable of executing a valid deed or contract."
"Fourth. Whether the said writing was executed by the said Levin
M. Powell under the influence of suggestions, importunities and
undue persuasion of the said Harriet C. Stewart or any other person
or persons when his mind, from its disordered, diseased, and
enfeebled state, was unable to resist the same."
"Fifth. Whether the execution of said paper writing was procured
by fraud, misrepresentation, or undue influence or persuasion of
the said Harriet C. Stewart or any other person or persons acting
of their own volition or under the direction of the said
Stewart."
Subsequently, in the Supreme Court of the District, holding a
circuit court, an order was made that, upon the trial of the above
issues before a jury, Mrs. Colmesnil and others who had filed
caveats should be plaintiffs, and Charles D. Drake and William B.
Webb, as the proponents of the last will and testament
Page 134 U. S. 50
of the deceased, and who were named as his executors, should be
defendants.
The verdict of the jury consisted of answers to the above
questions. The first, second, and third were answered in the
affirmative; the fourth and fifth, in the negative. A motion for a
new trial having been overruled, the caveators prosecuted an appeal
to the general term, which affirmed the action of the special
term.
At a subsequent date, the caveators filed in the Supreme Court
of the District, holding a special term for what is called
"orphans' court business," the record of the trial of the issues
submitted to the jury, and moved that the verdict be set aside upon
the ground that the court trying those issues erred in rejecting
competent testimony, in its instructions to the jury, in refusing
to instruct the jury as requested by the caveators, and in rulings
during the trial to which they took exceptions. This motion was
overruled, and an order was made admitting the writing in question
to probate and record as the will of Levin M. Powell and directing
letters testamentary to issue to the persons named therein as
executors. From this last order an appeal was taken to the general
term, which affirmed the order of the special term overruling the
motion to set aside the verdict of the jury, as well as the order
admitting the above writing to probate as the last will of the
deceased.
The question raised by the first motion to dismiss for want of
jurisdiction in this Court, having been reargued, will be again
examined in connection with the motion to dismiss upon the ground
that the case, in any event, is one of equity cognizance, to be
brought here only by appeal. We do this because no opinion was
delivered when this motion was overruled at a former term.
The defendants in error contend in effect that this Court is
without jurisdiction to review an order of the Supreme Court of the
District by virtue of which a writing is finally admitted to
probate as the last will and testament of the person signing it,
whatever may be the value of the matter in dispute. This, it is
argued, results from the statutes regulating
Page 134 U. S. 51
the jurisdiction of the courts of the District and the decisions
of this Court declaring their scope and effect.
The Act of February 27, 1801, concerning the District of
Columbia, 2 Stat. 103, created the circuit court of the district,
with all the powers in such court, and the judges thereof, that
were vested by law in the circuit courts and judges of the circuit
courts of the United States, and with jurisdiction of all crimes
and offenses committed in the District, and of all cases, in law
and equity, between parties, both or either of which shall be
residents thereof. The eighth section of the act provided that
"Any final judgment, order, or decree in said circuit court
wherein the matter in dispute, exclusive of costs, shall exceed the
value of one hundred dollars may be reexamined and reversed or
affirmed in the Supreme Court of the United States, by writ of
error or appeal, which shall be prosecuted in the same manner,
under the same regulations, and the same proceedings shall be had
therein as is or shall be provided in the case of writs of error on
judgments, or appeals upon orders or decrees rendered in the
circuit court of the United States."
The same act created an orphans' court in each of the Counties
of Washington and Alexandria that should have the powers and
perform the duties prescribed in reference to such courts in
Maryland, appeals therefrom to be to the Circuit Court of the
District, which should therein have all the powers of the
chancellor of that state. § 12.
Among the statutes of Maryland then in force was the act of
1798, which authorized the orphans' court, whenever required by
either party to a contest therein, to direct a plenary proceeding
by bill or petition, to which there should be an answer on oath or
affirmation, and which made it the duty of the court, when either
party required it, to direct an issue or issues to be made up and
sent to the court of law most convenient for trying the same. The
act provided that such courts of law
"shall have power to direct the jury, and grant a new trial, as
if the issue or issues were in a suit therein instituted, and a
certificate from such court, or any judge thereof of the verdict or
finding of the jury, under the seal thereof, shall be admitted by
the orphans' court to establish or
Page 134 U. S. 52
destroy the claim or any part thereof;"
also that "the orphans' court shall give judgment or decree upon
the bill and answer, or upon bill, answer, deposition, or finding
of the jury." 2 Kilty's Laws Md. c. 101, subch. 8, § 20;
Dennis' Probate Laws D.C. 67.
By the Act of March 3, 1863, 12 Stat. 762, c. 91, the circuit,
district, and criminal courts of the District were abolished and
the Supreme Court of the District was established, with general
jurisdiction in law and equity and with the powers and jurisdiction
then possessed and exercised by the circuit court. That act
provided that one of the justices might hold a District Court of
the United States for the District of Columbia in the same manner,
and with the same powers and jurisdiction, possessed and exercised
by other district courts of the United States, and a criminal court
with the same powers as were exercised by the criminal court of the
District; that special terms of such Supreme Court should be held
by one of the justices at such time as the court in general term
should direct, and by which nonenumerated motions in suits and
proceedings at law and in equity, and suits in equity, not triable
by jury, should be heard and determined, such justice, however,
having the power to order any such motion or suit to be heard, in
the first instance at the general term, and that
"Any party aggrieved by any order, judgment, or decree, made or
pronounced at any such special term may, if the same involve the
merits of the action or proceeding, appeal therefrom to the general
term of said Supreme Court, and upon such appeal the general term
shall review such order, judgment, or decree, and affirm, reverse,
or modify the same, as shall be just."
§ 5. It also provided that
"All issues of fact triable by a jury or by the court shall be
tried before a single justice when the trial is by a jury at a
circuit court and when the trial is without jury at a circuit court
or special term."
§ 7.
The eighth and ninth sections of that act are as follows:
"SEC. 8. If, upon the trial of a cause, an exception be taken,
it may be reduced to writing at the time, or it may be entered on
the minutes of the justice, and afterwards settled in such
Page 134 U. S. 53
manner as may be provided by the rules of the court, and then
stated in writing in a case or bill of exceptions, with so much of
the evidence as may be material to the questions to be raised, but
such case or bill of exceptions need not be sealed or signed. The
justice who tries the cause may, in his discretion, entertain a
motion, to be made on his minutes, to set aside a verdict and grant
a new trial upon exceptions or for insufficient evidence or for
excessive damages,
provided that such motion be made at
the same term or circuit at which the trial was had. When such
motion is made and heard upon the minutes, an appeal to the general
term may be taken from the decision, in which case a bill of
exceptions or case shall be settled in the usual manner."
"SEC. 9. A motion for a new trial on a case or bill of
exceptions, and an application for judgment on a special verdict or
a verdict taken subject to the opinion of the court, shall be heard
in the first instance at a general term."
The next act of Congress having any bearing upon the question
before us is that of June 21, 1870, which provides that the several
general and special terms authorized by the Act of March, 3,
1863,
"which have been or may be held, shall be, and are declared to
be, severally, terms of the Supreme Court of the District of
Columbia, and the judgments, decrees, sentences, orders,
proceedings, and acts of said general terms, special terms, circuit
courts, district courts, and criminal courts, theretofore or
hereafter rendered, made, or had, shall be deemed judgments,
decrees, sentences, orders, proceedings, and acts of said Supreme
Court,
provided that nothing herein contained shall affect
the right of appeal, as provided by law."
The same act abolished the orphans' court, and invested the
justice holding the special term of the Supreme Court for that
purpose with the powers and jurisdiction then held and exercised by
the former court, subject, however, to the provisions of the fifth
section of the Act of March 3, 1863, giving an appeal to the
general term from any order involving the merits. 16 Stat.
159-160.
The provisions of the acts of 1863 and 1870, so far as they
regulate the jurisdiction and practice in the courts of this
Page 134 U. S. 54
district, are embodied in chapter 23 of the Revised Statutes of
the District without any material change.
When the Revised Statutes of 1874 were enacted, the jurisdiction
of this Court as to judgments or decrees of the Supreme Court of
the District was thus defined:
"The final judgment or decree of the Supreme Court of the
District of Columbia in any case where the matter in dispute,
exclusive of costs, exceeds the value of one thousand dollars may
be reexamined and reversed or affirmed in the Supreme Court of the
United States, upon writ of error or appeal, in the same manner and
under the same regulations as are provided in cases of writs of
errors on judgments, or appeals from decrees rendered in a circuit
court."
Rev.Stat. § 705. But by an Act approved February 25, 1879,
20 Stat. 320, c. 99, such power of review was extended to cases
where the matter in dispute exceeded the value of $2,500, exclusive
of costs, and by an act passed March 3, 1885, the amount was
increased to $5,000, with the reservation of the right of appeal or
writ of error, without regard to the sum or value in dispute, in
cases involving the validity of any patent or copyright, or in
which is drawn in question the validity of a treaty or statute of
or an authority exercised under the United States. 23 Stat. 443, c.
355.
It is contended on behalf of the appellees that although this
Court has jurisdiction to reexamine and reverse or affirm the final
judgment or decree of the Supreme Court of the District of Columbia
in any case where the value of the matter in dispute, exclusive of
costs, exceeds $5,000, it has not jurisdiction to reexamine the
final judgment of that court in general term affirming an order of
the same court in special term admitting a will to probate and
record, although such final judgment and order, unless reversed,
may affect the ownership or disposition of property of a greater
value than that amount. And this view, it is argued, is sustained
by the decisions in
Van Ness v. Van
Ness, 6 How. 62,
47 U. S. 67, and
Brown v.
Wiley, 4 Wall. 165. We are of opinion that this
point was neither involved nor decided in those cases.
Before examining those cases, our attention will be first given
to that of
Carter's Heirs v.
Cutting, 8 Cranch 251. That was
Page 134 U. S. 55
an appeal under the act of 1801 from a judgment of the circuit
court of this district affirming a judgment of the Orphans' Court
of Alexandria County (which court had the same jurisdiction, and
was created by the same act, as the orphans' court of Washington
County), dismissing a petition filed for the revocation and repeal
of the probate of a will. Two objections to the appeal were urged
in this Court: 1, That by the act of 1801 the circuit court had
only the power of the chancellor of Maryland, and that by the laws
of Maryland the decree of the chancellor was final; 2, that the
decree of dismissal was not a final judgment, order, or decree of
the circuit court wherein the matter in dispute, exclusive of
costs, exceeded $100. Mr. Justice Story, speaking for the Court,
said as to the first objection:
"We are of opinion that the conclusiveness of its sentence forms
no part of the essence of the powers of the court. Its powers to
act are as ample, independent of their final quality, as with it.
Besides, the Act of February 27, 1801, has expressly allowed an
appeal from 'all final judgments, orders, and decrees of the
circuit courts' where the matter in dispute exceeds the limited
value, and there is nothing in the context to narrow the ordinary
import of the language. We cannot admit that construction to be a
sound one which seeks by remote inferences to withdraw a case from
the general provisions of a statute which is clearly within its
words and perfectly consistent with its intent. The case of
Young v.
Bank, 4 Cranch 384, is, in our judgment, decisive
against this objection."
In reference to the second objection, it was said:
"It is conceded by both parties that the estate devised to the
respondent, Sally C. Cutting, is worth several thousand dollars.
If, then, the probate of the will had any legal operation, and was
not merely void, the controversy as to the validity of that probate
was a matter in dispute equal to the value of the estate devised
away from the heirs."
The decree of the circuit court in that case dismissing the
petition was reversed, and the cause remanded to that court, with
directions to proceed to a hearing upon the merits. The circuit
court was thus required to determine upon its merits the validity
of the probate of a will.
Page 134 U. S. 56
The case of
Van Ness v. Van Ness also arose under the
act of 1801. It involved the question whether a particular person
was the widow of an intestate, and upon that question depended the
right of that person to have letters of administration granted to
her. This issue, having been raised in the orphans' court by
petition, was, pursuant to the Maryland statute of 1798, sent to
the circuit court, as originally established, for trial by jury.
Under the instructions of that court, a verdict was returned
against the petitioner, and by its order the finding of the jury
was certified, under seal, to the orphans' court, where the
petition was dismissed. From that order a writ of error was brought
raising the question whether this Court could take cognizance of
the case, and inquire whether the circuit court erred in its
instruction to the jury. Chief Justice Taney, speaking for the
Court, said:
"It is true the orphans' court has no power to grant a new
trial, and is bound to consider the fact to be as found by the
jury, and consequently the judgment of that court must be against
the plaintiff. But the matter in contest in the orphans' court is
the right to the letters of administration. And it is the province
of that court to apply the law upon that subject to the fact, as
established by the verdict of the jury, and to make their decree
accordingly, refusing to revoke the letters granted to the
defendant and dismissing the petition of the plaintiff. The suit
between the parties must remain still pending until that decree is
pronounced. The certificate from the circuit court is nothing more
than evidence of the finding of the jury upon the trial of the
issue. It merely certifies a fact -- that is to say, that the jury
had so found. And the order of the circuit court directing a fact
to be certified to another court to enable it to proceed to
judgment can hardly be regarded as a judgment, order, or decree, in
the legal sense of these terms as used in the act of Congress.
Certainly it is not a final judgment or order, for it does not put
an end to the suit in the orphans' court, as that court alone can
dismiss the petition of the plaintiff which is there pending, and
no other court has the power to pass a judgment upon it. A verdict
in any court of common law, if not set aside, is in all cases
conclusive as to
Page 134 U. S. 57
the fact found by the jury, and the judgment of the court must
follow it, as the orphans' court must follow the verdict in this
case. Yet a writ of error will not lie upon the verdict."
The case of
Brown v. Wiley is to the same effect. That
case arose upon a petition filed in the orphans' court before the
act of 1863 was passed, raising the question whether the petitioner
was a child of the intestate, and as such entitled to a certain
fund in the hands of an administratrix. After that act was in
force, the issues were submitted to a jury impaneled in the Supreme
Court of the District at special term, and was determined in favor
of the petitioner. A motion for a new trial, on exceptions duly
taken, was heard at general term and overruled. The cause was then
remanded, with direction to proceed according to law. Thereupon an
order was made that the finding of the jury be certified by the
clerk to the orphans' court, which was still in existence. From
that order a writ of error was brought, and this Court, holding
that it was not a final order, dismissed the writ. That this was
the utmost extent of the decision is manifest from the following
extracts from the opinion delivered by Chief Justice Chase:
"The case, in almost every particular, is identical with that of
Van Ness v. Van Ness. In that case as in this, an issue of
fact was sent out of the orphans' court to the circuit court to be
tried by a jury; was tried, and found in the negative. Exceptions
were taken to the rulings upon the trial, and an order was made
certifying the finding to the orphans' court. The proceeding was
brought into this Court by writ of error, which was dismissed for
want of jurisdiction. . . . The order certifying the finding to the
orphans' court in the case of
Van Ness was identical in
effect with the two orders overruling the motion for new trial and
certifying the finding in the case before us. In each case, the
exceptions taken at the trial before the jury were overruled, and
nothing was left for action in the court before which the issues
were tried, but the cause went to the orphans' court for final
judgment. In that case, it was held that the order was not one
which could
Page 134 U. S. 58
under the act be reexamined on writ of error, and we see no
reason for a different ruling in this."
Neither of the above cases involved the precise question now
under examination. The decision in
Carter's Heirs v.
Cutting was that the final order of the orphans' court,
dismissing a petition which sought the revocation of the probate of
a will, could be reviewed upon its merits in the circuit court, and
that the final order of the latter court could be reexamined in
this Court. The decision in both
Van Ness v. Van Ness and
Brown v. Wiley was that an order by the circuit court in
the first case, and by the Supreme Court of the District in the
other case, which directed the finding of the jury to be certified
simply directed a fact to be certified, and therefore was not a
final judgment reviewable by this Court. In none of the above cases
did the question arise whether a final order -- made after the
trial before the jury of the issue of will or no will -- admitting
to probate a paper presented as the last will of the decedent was
reviewable upon its merits by the circuit court while the act of
1801 was in force, or by the Supreme Court of the District after
the passage of the act of 1863. Nor did either of those cases
involve any question as to the jurisdiction of this Court to
reexamine a final judgment affirming an order of probate. The
latter question is now, for the first time, presented for
determination.
That an order in the Supreme Court of the District at special
term admitting a will to probate and record is a final judgment
cannot, it seems to us, be disputed. It was so declared in
Van
Ness v. Van Ness and
Brown v. Wiley. A will admitted
to probate and record by a court of competent jurisdiction is a
muniment of title for all receiving property under it, and until
the order so admitting it to probate is by some appropriate
proceeding set aside or reversed, stands in the way of those who
may have resisted the probate. In every sense it is a final
adjudication. And that an order of probate made in the Supreme
Court of the District, special term, is reviewable by the general
term is made clear by the provision that a party aggrieved by any
order, judgment, or
Page 134 U. S. 59
decree in a special term, involving the merits of the action or
proceeding, may appeal to the general term, which "shall review
such order, judgment, or decree, and affirm, reverse, or modify the
same, as shall be just." Rev.Stat. D.C. § 772, 12 Stat. 763,
c. 91, § 5. Clearly an order of probate based upon a finding
by the jury upon issues as to the competency of the testator to
make a will is one involving the merits. If so, how is it possible,
in view of the express words of the statute, to question the
jurisdiction of the general term to review such final order of
probate?
In respect to the authority of this Court to reexamine the final
judgments and decrees of the Supreme Court of this District, the
words of the statute are quite as clear as those defining the
jurisdiction of the general term to review the orders and judgments
of the special term. It embraces the final judgment or decree of
that court "in any case" involving a specified amount. It is true
that this reexamination must be upon writ of error or appeal "in
the same manner and under the same regulations as are provided in
cases of writs of error on judgments, or appeals from decrees
rendered in a circuit court." But this language does not determine
the nature of the "case" in the Supreme Court of the district, the
final judgment in which is subject to reexamination by this Court.
It only indicates the mode in which a case may be brought here for
review. So that the only question is whether issues framed by the
Supreme Court of the District, and which involve an inquiry as to
whether the decedent was or was not incompetent, from unsoundness
of mind or because of undue influence exerted upon him, to make a
will -- issues to which there are adversary parties -- constitutes
a "case," within the meaning of the act of Congress defining the
jurisdiction of this Court over the final judgments and decrees of
the court below. If it does not, then it would follow that a
proceeding in the Supreme Court of the District to revoke the
probate of a will is a "case" the final judgment in which, as held
in
Carter's Heirs v. Cutting, may be reexamined by this
Court when the value of the matter in dispute is sufficient, while
a proceeding in the same court, involving
Page 134 U. S. 60
the validity, as a last will and testament, of an instrument
offered for probate, and therefore its admission to probate, is not
a "case" the final judgment in which can be here reviewed. We
cannot assent to this view. The latter proceeding is as much a
"case" as the former. One involves the validity of the probate of a
will; the other, the validity as a will of a paper offered for
probate. Upon the determination of each depends rights of property,
and in each are adversary parties. There can be no reason why
Congress should extend the jurisdiction of this Court to
proceedings involving the validity of the probate of wills and not
to proceedings involving the validity of an instrument offered for
probate as a will. That the issues in the former may be heard and
determined in the first instance without a jury, and upon evidence
before a court, while the issues in the latter may, and, if the
parties require, must, be tried in the first instance by a jury,
with the right in the parties to have bills of exceptions showing
the rulings of the court, cannot affect the nature of the
"case."
There are other decisions that throw some light upon the inquiry
as to the jurisdiction of this Court to reexamine the final
judgments or decrees of the highest court of this District. In the
case of
Custiss v. Georgetown &
Alexandria Turnpike Company, 6 Cranch 233, one of
the questions was as to the jurisdiction of this Court to review
the final order of the Circuit Court for the District of Columbia
quashing an inquisition, taken by the marshal, condemning land for
a turnpike road. Its jurisdiction was maintained. By the words of
the act constituting the circuit court of the District, this Court
was given jurisdiction to reexamine "any final judgment, order, or
decree in said circuit court, wherein the matter in dispute,
exclusive of costs, shall exceed the value," etc. These words,
Chief Justice Marshall said, were "more ample than those employed
in the judicial act." It will be found upon comparing the statute
defining the jurisdiction of this Court over the judgments and
decrees of the Supreme Court of this District with the statute of
1801, creating the circuit court of the District, that the words of
the former are as broad and ample as the words of the latter. The
jurisdiction
Page 134 U. S. 61
of this Court extends to "the final judgment or decree of the
Supreme Court of the District of Columbia, in any case," etc.,
while the words in the act of 1801 were, "any final judgment,
order, or decree in said circuit court, wherein the matter in
dispute," etc. In
Railroad Co. v.
Church, 19 Wall. 62, the jurisdiction of this Court
to reexamine the final order of the Supreme Court of this District
confirming an inquisition of damages returned therein, and which
was instituted before the marshal and a jury of the District, was
sustained. The Court said that its power to review the judgments
and final orders of the Supreme Court of the District was as ample
as its power over the final judgments, orders, and decrees of the
circuit court which it superseded. These two adjudications
illustrate to some extent the nature of the cases from the courts
of this District which may be reexamined here, and show that the
question now before us is to be determined by the acts of Congress
defining the relations between this Court and the highest court of
this District, and not by reference to the statutes of Maryland, or
to the statutes defining our jurisdiction to review the judgments
of the circuit courts of the United States held in the several
states. And we may repeat here what Chief Justice Marshall said in
Young v. Bank of
Alexandria, 4 Cranch 384, in which the main
question was as to the power of this Court to review the judgments
of the circuit court of this District in a certain class of cases:
"The words of the act of Congress, being as explicit as language
can furnish, must comprehend every case not completely excepted
from them."
Whatever difficulties may have arisen in cases like this while
there existed in this District a separate, distinct tribunal having
original cognizance of the probate of wills and the administration
of the estates of deceased persons cannot arise under existing
legislation, which brings all such business within the cognizance
of the Supreme Court of the District and makes all orders, whether,
in its special or general term, the orders of that court. As was
said in
Metropolitan Railroad Co. v. Moore, 121 U.
S. 558,
121 U. S.
571-573, the act of 1863 was the introduction into this
District of a new organization of its
Page 134 U. S. 62
judicial system, under which all the courts previously existing
here as separate and independent tribunals, having special and
diverse jurisdictions, were consolidated into the new Supreme Court
of the District of Columbia. For this reason, it was said that the
new statutory provisions should be construed in the sense of the
New York system, from which they were imported, rather than in the
light of the jurisprudence of Maryland, previously prevailing in
this District. Referring to the clause in the Constitution
declaring that no fact tried by a jury shall be otherwise
reexamined in any court of the United States than according to the
rules of the common law, the Court, speaking by MR. JUSTICE
MATTHEWS, said:
"But that rule is not applicable as between the special and
general terms of the Supreme Court of the District of Columbia as
now organized. The appeal from the special to the general term is
not an appeal from one court to another, but is simply a step in
the progress of the cause during its pendency in the same court.
The Supreme Court sitting at special term, and the Supreme Court
sitting in the general term, though the judges may differ, is the
same tribunal."
We are of opinion that an appeal to the general term from the
final order of probate made in the special term, which is not based
upon a judicial determination of facts but merely upon the finding
of a jury, of necessity brings into review before the general term
all the questions of law that are properly presented by the bill of
exceptions taken at the trial. We say of necessity because: 1. The
statute requires the Supreme Court of the District at general term,
to review, upon appeal, any order, judgment, or decree of the
special term, involving the merits of the action or proceeding. 2.
The judgment of the special term admitting a will to probate and
record, pursuant to the verdict of the jury upon issues relating to
the competency of the deceased to make a will, clearly involves the
merits of the controversy, because it establishes the validity as a
will of the writing offered for probate. 3. The right of appeal to
the general term from such a judgment of the special term would be
of no value whatever in most cases unless the former could, upon
such appeal, determine
Page 134 U. S. 63
the questions of law properly presented in the bill of
exceptions taken at the trial before the jury. It could not have
been intended that an appeal to the general term from the order of
probate should only involve an inquiry as to whether that order was
in conformity with the verdict of the jury.
So an appeal to this Court from the final judgment of the
Supreme Court of the District affirming the order of probate of
necessity brings here for reexamination all the questions properly
arising upon those bills of exceptions. The presentation of the
instrument in question for probate as the last will of the
deceased, the division of the adversary parties into plaintiffs and
defendants, the framing of the issues to be tried by the jury, the
trial before the jury, the allowance of bills of exception, the
motion for a new trial and the overruling of that motion, the
admission of the will to probate, and the affirmance of the order
of probate all concurred not, as under the old system, in different
courts, but in the same court -- the Supreme Court of the District
of Columbia. If this proceeding, in which there are adversary
parties and the issues in which involve rights of property
exceeding in value the jurisdictional amount, be, within the
meaning of the statute, as we hold it is, "a case" which has been
finally determined by the Supreme Court of the District, our
authority to determine the questions of law, properly raised, and
which in the court below, in any of its divisions, controlled the
right to have the will probated, cannot be affected by the
circumstance that the original order of probate simply followed the
finding of the jury, and was made by the court below, held by a
single justice, not by the court in general term.
Nor is the question before us affected by the consideration that
an order of the general term merely affirming an order of the
special term which overruled a motion for a new trial, where the
finding of the jury is favorable to the caveatees, is not itself a
final judgment. Such an order is, in legal effect, a direction that
a judgment of probate be entered by the same court which denied the
new trial. It is only when that judgment is entered in special
term, and is followed by judgment
Page 134 U. S. 64
of affirmance in general term, to review which a writ of error
is sued out, that the jurisdiction of this Court attaches. And in
exercising that jurisdiction, this Court will not, as it was asked
to do in
Van Ness v. Van Ness and in
Brown v.
Wiley, review simply the order directing the finding of the
jury to be certified, but it will inquire whether the facts
embraced in that finding were ascertained in conformity with law.
If that inquiry is not to be fruitless, we must regard the court in
which the facts have been found and certified as a unit for the
purposes of the writ of error. And when that court makes an order
in general term which, under the statute, may be reexamined here,
the appeal therefrom brings up for review the questions upon which
the final judgment really depends -- namely those presented by the
bills of exception taken at the trial of the issues submitted to
the jury. It would be strange indeed if our reexamination of the
final judgment of the Supreme Court of the District could not reach
the errors of law which it may have committed in the conduct of
that trial before the jury, and upon which that judgment is
based.
For the reasons which have been stated, we are of opinion that
the motion to dismiss the writ of error for the want of
jurisdiction in this Court to review the judgment in question was
properly overruled at a former term.
And we are of opinion that the last motion to dismiss, which
proceeds upon the ground that this case is one of equitable
cognizance to be reviewed here, if at all, only upon appeal, must
also be overruled. It is of course undisputed that a final decree
in equity in the court below cannot be reviewed here by means of a
writ of error. But a proceeding involving the original probate of a
last will and testament is not strictly a proceeding in equity,
although rights arising out of, or dependent upon, such probate
have often been determined by suits in equity. In determining the
question of the competency of the deceased to make a will, the
parties have an absolute right to a trial by jury, and to bills of
exceptions covering all the rulings of the court during the
progress of such trial. These are not the ordinary features of a
suit in equity. A proceeding in this district for the probate of
a
Page 134 U. S. 65
will, although of a peculiar character, is nevertheless a case
in which there may be adversary parties and in which there may be a
final judgment affecting rights of property. It comes within the
very terms of the act of Congress defining the cases in the Supreme
Court of this District the final judgments in which may be
reexamined here. If it be not a case in equity, it is to be brought
to this Court upon writ of error, although the proceeding may not
be technically one at law, as distinguished from equity. The last
motion to dismiss must consequently be denied.
We come now to consider the merits of the case as disclosed by
the bills of exceptions taken by the caveators at the trial. The
principal questions before the jury related to the alleged undue
influence exerted upon the testator in the execution of the will,
and to his capacity to make a disposition of his property according
to a fixed purpose. Upon these points the instructions given at the
instance of the caveators were certainly as full as they could have
desired.
The first exception taken by them relates to the exclusion of
evidence tending to prove that the decedent said to the witness
that he received the bulk of his estate by breaking the will of his
grandfather, who was also the ancestor of the caveators, and that
his estate consisted in a great degree of that property with its
accumulations. Argument is not needed to show that the manner in
which the decedent acquired his estate was wholly immaterial upon
the issue as to whether the paper in question was or not valid as
his last will and testament.
The second and third exceptions refer to the exclusion of
testimony tending to show, by the declarations of Mrs. Stewart, one
of the principal legatees, made about or after the date of the
execution of the will, that she had knowledge at that time of the
execution of the will and of its provisions. The exclusion of this
evidence was right. The proper foundation being laid, the
declarations of Mrs. Stewart could have been proved for the purpose
of impeaching or discrediting her testimony as a witness for the
caveatees. But such declarations, not under oath, whenever made,
were not competent for any
Page 134 U. S. 66
other purpose upon the trial of the issue as to competency to
make a will. She was not the only legatee who was interested in the
issues to be tried.
The fourth exception is based upon the refusal of the court to
give this instruction:
"In order to establish undue influence, it is not necessary to
prove the influence to have been exercised at the time of the
execution of the will, or with reference to that act; but if the
jury believe from the evidence that the undue influence existed
prior to and near the time of the execution of the will, they may
infer that the will was executed under the continuance of such
influence."
It was not error to the prejudice of the caveators to refuse
this instruction, for the reason, if there was no other, that the
court had already, at their instance, fully instructed the jury
upon the subject of undue influence. Upon the motion of the
caveators, the jury were instructed that if the alleged will, or
any part of it, was obtained by undue influence, they should find
in their verdict that it was so obtained; that it was not
necessary, in order to prove that he was unduly influenced in the
execution of the will, that the mind of the deceased be shown to be
so weak as to render him incapable of attending to ordinary
business; that it was material to inquire not only whether the will
expressed his intention at the time of its execution, but how that
intention was produced; that influence obtained by flattery,
importunity, threats, superiority of will, mind, or character, or
by what art soever that human thought, ingenuity, or cunning might
employ, which would give dominion over the will of the deceased to
such an extent as to destroy free agency, or constrain him against
his will to do what he was unable to refuse, was such influence as
the law condemned as undue, when exercised by anyone immediately
over the testamentary act, whether by direction or indirection or
obtained at one time or another, and that if they believed from all
the facts and circumstances in evidence that the alleged will was
the result of an unsound mind, or of the undue influence or
importunities of the person or persons surrounding the alleged
testator at the time of the execution thereof, or both, they should
so say in their verdict.
Page 134 U. S. 67
Under these instructions, the jury were at liberty to determine,
from all the evidence -- that bearing directly on the execution of
the will as well as that showing that the testator was, in respect
to his affairs, generally under the control of others -- whether in
the execution of the will he was a free agent. This view disposes
of the sixth exception, relating to the refusal of the court to
instruct the jury that evidence that the legatee, Harriet C.
Stewart, improperly influenced the testator as to other important
matters and things than the execution of this will, was proper to
be considered as tending to show that she could and did improperly
influence him to make the bequests in her favor or to exclude
others of his next of kin and heirs at law from a participation in
his estate. The evidence upon this subject was before the jury,
and, under the instructions given in determining the question
whether the undue influence exercised by Mrs. Stewart in respect to
other matters extended to or controlled the execution of the will,
they could give it such weight as they deemed proper.
The instruction set out in the fifth exception was so manifestly
wrong that it is unnecessary to give it special consideration.
The instructions contained in the seventh and eighth exceptions
were properly refused upon the ground that the jury had already
been instructed that it was both their right and duty to consider
all the proof before them, and make such answer to the questions as
the whole evidence justified.
The only remaining assignment of error to be noticed is that
referring to the following instruction given by the court:
"If the jury shall believe the evidence of Mrs. Harriet C.
Stewart upon the subject of undue influence, given by her in this
case, then the verdict must be in favor of the defendants and in
support of the will."
It is clear from the record that if Mrs. Stewart did not
exercise undue influence over the testator, there was no ground to
suppose that anyone else did or to doubt the validity of the paper
in question as a last will and testament. Her evidence covered the
whole case so completely that if the jury believed what she said,
they were bound to sustain that paper as a valid will. With her
evidence, taking
Page 134 U. S. 68
it to be true, the caveators had no ground upon which to contest
the probate of the will. While this instruction is apparently
liable to the objection that it gave undue prominence to the
testimony of a single witness, we are not satisfied, looking at all
the evidence, that the court erred in saying to the jury that if
Mrs. Stewart told the truth, the case was for the propounders of
the will.
Upon the whole case, we do not perceive any ground upon which to
disturb the finding of the jury.
The judgment of the Supreme Court of the District in general
term which affirmed the judgment in special term admitting the
paper in question to probate and record as the last will and
testament of Levin M. Powell must be affirmed, and it is so
ordered.
MR. JUSTICE GRAY, not having heard the whole argument, took no
part in the decision.