Neely v. Carter

Lumpkin, Justice.

A proceeding was instituted in the superior court of Burke county by Neely against Edward A. Carter and others, to establish copies of a deed and power of attorney alleged to have been lost. The plaintiff was the vendee of Mrs. Electra A. Carter and her daughter, Annie Carter, who were the grantees in the alleged lost deed. This deed purported to have been executed by several joint makers, all of whom had died except the defendant Edward A. Carter. The other defendants to the proceeding were the heirs at law of the deceased persons whose names appeared as makers of the two instruments of which copies were sought to he established. One of these alleged makers was Emma Carter; Her name, and that of Edward A. Carter, purported to have been signed to the deed by their attorney in fact, Hernán H. Perry, who had the authority to do so if'the power of attorney above mentioned was genuine.

An answer was filed by Edward A. Carter, objecting to the establishment of the writings in question, particularly the power of attorney alleged to have been executed by himself and Emma Carter, the answer averring that neither he nor the said Emma had ever executed “the so-called power of attorney.” The other defendants, who were minors appearing by next friend, adopted the defense of Edward A. Carter.

It was, of course, incumbent upon the plaintiff to pz’esent proof showing the due exeeutiozi of the alleged lost papers. This he ezideavoi’ed to do, but at the trial experienced cozzsiderable difficulty, because some of the pei'sozis whose zrames appeared ozz these papei’S as attesting witnesses were dead, and the recollection of the living witnesses was so uncertaizi and imperfect as to render their testimoziy of but little probative value. The result of the trial was the granting of a nonsuit. This action of the court, and the rejection of certain evidence, present the questions made for review.

1. In the first place, it seems clear that the proceeding with which we are now dealing was a suit “defended by pez’sons jointly interested.” Defeating the establishment of the lost instruments resulted, we are bound to presume, izi some benefit to Edwai’d A. Carter and his minor codefendants; and whatever that beziefit was,their interest in it must have been, to some extent, similar to his. "We therefore think the case falls literally within the description embi’aced izi the language used in paz’agz-aph (b) of section one of the evidence act of 1889. ~We will, in the next divisiozi of this opinion, discuss the incompetency to testify, imposed upon witnesses by that paragraph.

2. The answers of Mrs. Electra A. Carter to interrogatories were offered in evidence. Among other things, she testified, in effect, that a power of attorney and a deed, of which the papers before the court were substantial copies, had been at one time in her possession; that the names of Edward A. and Emma Carter appeared on the power of attorney as makers thereof, and that the names of certain other porsons (the alleged grantors) appeared upon the deed as makers of that instrument; that she was familiar with the handwriting of all these persons, and from such knowledge could testify that the signatures of all were genuine. She further testified that the original papers were not delivered to her by any of the persons whose names were subscribed to the same, but were handed to her by her attorney. The court allowed so much of the above recited testimony as related to the genuineness of the signature of Edward A. Carter to be read to the jury, but rejected all of the testimony relating to the genuineness of the signatures of the other alleged makers of the two instruments.

In order to test the admissibility of that portion of Mrs. Carter’s testimony which the court rejected, we must first examine the questioir as it would have stood had she herself been the plaintiff in the action. It would then have been a suit instituted by herself and defended by persons jointly interested, and she would not, under the above cited paragraph of the evidence act, have been competent to testify in her own favor as to transactions or communications solely with a “deceased . . person jointly liable or interested, and not also-with a survivor thereof.” To what “person” does the above quoted language refer ? Certainly not a person interested in the result of the pending suit, for no deceased person can possibly be interested in litigation or other earthly affairs of any description. The law, therefore, must mean a person who was, while still in life, interested in the transaction, evidence as to which has, after his death, become material in a lawsuit. The execution and delivery of the deed in question, if genuine, certainly was a transaction between Mrs. Carter and the grantors, in which each of the parties, while in life, was jointly interested.

If Mrs. Carter had been introduced as a witness to prove that she actually saw one or more of the deceased makers sign the alleged deed or power of attorney, and that the others, including Edward A. Carter, were present at the time, the testimony would have been admissible, because the act which her testimony would thus prove would not be a transaction solely between herself and one only of the makers, since deceased, for Edward A. Carter, another person jointly interested in the transaction, being present, could deny the truth of what she stated. But if Mrs. Carter was offered to prove that she saw one of the deceased makers sign his name to one of the instruments at a time when none of the other makers were present, her testimony would then be clearly inadmissible, because the act sought to be proved by her testimony would, to all intents and purposes, be the same thing in effect as a transaction solely between herself and this particular deceased maker, in which each of the other joint makers, whether he signed before or after this time, would be vitally interested. In other words, Mrs. Carter would not be competent to prove the direct physical fact of execution, when it occurred outside of the presence of the other joint makers, and it would thus be impossible for a survivor of them to meet and deny her evidence.

We think it quite clear that she could not be permitted to testify indirectly to that which she would not be permitted to swear to directly. To swear to the genuineness of a signature purporting to have been made by one of the deceased makers would only be another way of proving the physical fact of execution. Such proof would be merely secondaxy evidence, the object of which would be to supply the place of direct evidence of actual execution, in a case where higher and more satisfactoxy proof of that fact was rxot forthcoming or available. The policy of the law, which clearly would exclude Mrs. Carter from giving direct evidexice of execution, likewise would render her incapable of giving evidence of a secondary chax’acter which would accomplish the same result, and which, indeed, would be wox’thless for any other pux’pose thaxi that of supplyixig the very evidence she would be precluded from givixxg by direct and positive proof. No other view of the question seems tenable. Oxi the trial of a man for forgery, his wife would certainly be incompetent to swear directly to the commission of the offense in her presence; and she would be equally incompetent as an expert witness to fastexi the crime upon him by testifying to her opinion that the signature to the forged paper was in his handwriting. Her testimoxxy would be rejected because she is not a competent witness at all in such a case, and not because the evidence itself would be illegal if coming from another witness. Neither in a case like that, nor in the one now under investigation, is it questionable that evidexice of this character is admissible; but the real objection to receiving it lies in the legal disqualification of the proffered witness to supply the same. In both instances, the statute renders the witness incompetent to testify. In the one case, the witness cannot testify to any fact; in the other he cannot testify to facts of a certain class, and as to this class he is forbidden from giving any evidence whatsoever,— whether direct or secondaxy, positive or negative, or of any other character. In the present case, the proper foundation was laid for the introduction of secondary evidence to show the due execution of the.papei’S in question; and the proof offered, which we hold was properly rejected, would have been clearly admissible had it come from the proper source. Coming from a demented person, or from a witness incompetent for any other reason, such proof cannot be received. The effect of the evidence act of 1889 is to render certain classes of persons therein designated incompetent to appear as witnesses at all in regard to certain transactions. The law-making power had in contemplation the temptation which might arise from self-interest to swear falsely as to dealings or communications with one whose voice had been silenced by death, and who therefore could not contradict the living witness. The temptation of a witness to swear falsely when offered to supply secondary evidence, is just as strong as when the witness is called upon for positive proof; while the fearof punishment for perjury, remote at best, is almost if not entirely removed where a witness merely undertakes to state his opinion as to the genuineness of a given signature, instead of positively asserting direct knowledge of the fact of the execution of a paper.

Thus far we have been dealing with the question which would be presented if Mrs. Carter had been a party plaintiff seeking to establish copies of the alleged lost instruments. She was not in fact, as we have seen, a party to the ease; but having sold the land to Neely, and warranted the title, she is, without doubt, interested in the result of the case. Therefore, under paragraph (d) of the first section of the above recited act, she was clearly incompetent to testify in Neely’s favor as to anything she would have no right to swear to in her own behalf were she the plaintiff' in the action.

It follows from the above, that the trial judge pi’operly excluded certain portions of Mrs. Carter’s testimony which, we have alluded to in the beginning of this discussion.

Although fully satisfied with the conclusion we have reached, it may not be amiss to call attention to an incongruity in the operation of the evidence act of 1889, which the General Assembly doubtless did not intend, but provision against which, by the use of appropriate phraseology, was most probably overlooked.

Paragraph (a) of the first section of that act declares, that where a suit is instituted or defended by the personal representative of a deceased person, the opposite party shall not be permitted to testify in his own favor as to transactions or communications with such deceased person. According to the decisions of this court in Flowers v. Flowers, 92 Ga. 688, and in Gunn v. Pettygrew, et al., 93 Ga. 327, in order, under the above cited paragraph, to exclude a party to a case from testifying in his own favor, it would have to appear that the suit was instituted or defended by an administrator, executor, or other person entitled to represent the decedent in the ownership or management of his general estate. With the exception provided for by the act of December 12th, 1882 (Acts of 1882-3, p. 47), authorizing a wife who is the sole heir of her deceased husband to take possession of his estate, on certain conditions, without administration, an heir at law is not the “personal representative” of his deceased ancestor. Therefore, where a suit is instituted or defended by an heir at law, the opposite party would not, under the above paragraph, be excluded from testifying in his own favor as to transactions with the deceased ancestor, an inquiry into which was involved in the litigation. It would accordingly seem, that if Mrs. Garter had instituted a proceeding against a single individual for the purpose of establishing a copy of a deed alleged to have been executed by the ancestor of the defendant, she would not have been incompetent to testify as to transactions between herself and such ancestor; and it follows that in a case instituted for a like purpose by her vendee against a single heir at law, she would be likewise competent to testify. Apparently there should be no difference in the rules of evidence where such a suit was instituted against several heirs at law; but in a case of the latter kind, the witness, as we have shown, is excluded under pai’agraph (b) of the above cited section, because offered to testify as to forbidden matters in a suit defended by persons jointly interested. The only reason why the witness is competent in the one case, and incompetent in the other, is simply because the law expressly so declares, and we have no option but to enforce it as it is written. It would, perhaps, be well for the General Assembly to give this matter attention.

8-4. In order to duly establish a paper as a copy of a lost instrument, it must be done in such manner as to bind all the parties to that instrument. The court cannot truly adjudge that the copy offered is a correct and true copy of the lost original, unless the proof satisfactorily shows that in all essential respects it is substantially such a copy. Surely, in the case of a paper which purports to have been executed by several persons, the fact that it was executed by each and every one of them is vitally essential; and where a copy is produced having affixed thereto the names of several persons as makers, and there is no satisfactory proof of the due execution of the alleged original, save as to one only of the makers, that copy cannot be established so as to take the place of the original. The cases of Bond v. Whitfield, 28 Ga. 537, and 32 Ga. 215, and Jefferson v. Bowers, 33 Ga. 452, may be cited as directly in point. In the present case there was no sufficient proof of the execution of either of the papers, save as to Edward A. Carter; and accordingly, the court was right in granting a nonsuit.

Judgment affirmed.