3 Bradf. 291 | N.Y. Sur. Ct. | 1855
The first objections interposed against the probate of the will of the deceased, relate to the forms of execu
The probate is resisted, howriver, on the grounds of want of testamentary capacity, and of undue influence. Mr. Norton was an old gentleman once in affluent circumstances, but retaining in his advanced age only the wreck of a handsome fortune. It does not clearly appear how he had become so much reduced, though there is evidence to show that towards the close of his life he had suffered heavily by endorsements, arid there is likewise proof that he had been liberal towards some members of his family.
In judging of the state of his mind, due allowance should be made for the difficulty in conversing with him consequent upon his loss of hearing, which latterly was almost total, so that it was necessary to communicate with him by writing. At the time the will was executed, he was over eighty years of age. He was not, however, so infirm as to be confined to the house, but was of active habits, and continued to go about the streets until the fatal accident which terminated his life. On the evening of the 22d of November last, he was run over by one of the Third Avenue Railroad cars at the corner of Forty-second street, and was taken to Bellevue Hospital, where he died. It was found by the Coroner’s jury that he was deranged, but on examining the testimony, I see no ground for such a conclusion. That after the occurrence of the accident he should have talked wildly, was quite consistent with entire sanity before, and that he did not hear the outcry of the driver of the car is readily explained by the state of his hearing. The rumblings or mutterings of a man in the agonies of death, or on the first shock of such a dreadful accident, weigh as nothing in the estimate of his intellectual vigor when in health. I proceed now to examine, in some detail, the evidence adduced to impeach his capacity, which is entitled to more serious consideration.
Mr. Wall rode with Mr. Norton from Brooklyn to Rockaway, about the first of March, 1854, and thought “ there was something or other wrong with his mind at that time.” He
Dr. Webb, who had known Mr. Norton many years, expressed an opinion unfavorable to the soundness of his intellect. He says : “ He has appeared to me for a number of years past to be a man of very varying and vacillating habits and manners. To go into the detail of all the facts would be impossible. I came to the opinion that Mr. Norton was not in a sound state of mind. I did not consider him competent to attend to business judiciously. He might do business in his particular way—not prudently or discreetly, probably.” He rests this opinion upon his vacillation, rapidity of movement, restlessness, incoherence, or wandering from one subject to another in conversation. The only special facts he mentions was his renouncing a contract for the purchase of a farm at Hempstead, and that after taking a seat in his carriage one Sunday to ride to the cars, upon proceeding three miles, he left the vehicle somewhere near the Episcopal Church.
The Rev. Mr. King met the decedent in the Long Island railroad cars in September, 1852. He attracted his attention by his “ fidgetty, restless conduct,” and having stepped to the front platform as the cars were starting, he lost his balance and fell against the front railing. The witness caught him, drew him in the car, and directed him to a seat. On another
Julia Spence, who lived with her aunt at No. 250 Bowery, states that from May, 1853, to some time in March, 1854, Mr. Norton boarded there occasionally for periods of several days or weeks. She says he was forgetful, would leave his coat up-stairs and look for it down-stairs, left his trunk at a hotel and forgot where be had left it, and lost his over-coat in a similar manner. He was childish; used to cry a good deal about his grandson Carroll; acted queerly, walking around and appearing to be looking for something. Boswell D. King, who boarded at No. 250 Bowery, from October, 1853,' to January, 1854, observed the decedent crying over a letter he received from his grandson in Australia ; he said he was starving. The witness mentions some trifling circumstances evincing forgetfulness, or absence of mind.
Mr. Craft, who married a grand-daughter of the decedent, testifies, that some months before his decease, the decedent met him in company with his wife in the street, and when accosted, said he did not know them. “He could not,” he says, “ find out in a great while who we were;” from which I infer that Mr. Norton did eventually recognize them.
Mr. Armitage states that the decedent did not remember sales of land he had made for him in 1837. He says that Mr. Norton often passed him in the street without speaking, and yet it appears he was always recognized when he addressed the decedent, and especially on one occasion, after a lapse of ten years or more in their acquaintance.
Mr. Nostrand testifies, that latterly the decedent failed to recognize him when they met, and several times, during a single interview at Hempstead, forgot who the witness was. He saw the decedent once or twice shouting and chasing after the stage at Bockaway. Mr. Bider says, that in conversation the decedent repeated the same incident frequently, in the space of ten or fifteen minutes. Some two years ago, Mr. Norton purchased a pair of pantaloons of him, and was about to try them on in the open store ; thinks he had drawers
Mr. Pearsall, the keeper of an eating-house, says, that Mr. Horton once left his house without paying for what he had eaten, and at another time called for several dishes successively, without being satisfied with any. Mr. Abrams testified that the decedent left a box with him to have a key fitted, and forgot it.
Mr. Morrison, the cashier of the Manhattan Bank, proved that Mr. Horton’s account with that institution was closed two or three years ago, in consequence of his checks coming in when there were no funds to meet them. He says: “ He put it on the ground that he had made a mistake, or that he had drawn meaning to make it good. When spoken to on the subject, he seemed to know as to the amounts; had a good memory.” His irregularities probably grew out of embarrassments occasioned by accommodation endorsements to a very considerable amount. He recognized Mr. Morrison when they met face to face in the street. The witness would not have called in question any act of his when he had dealings with the bank, in respect to his mental capacity, but considered him incapable of doing business with the bank promptly and regularly.
Mr. Pine testifies, that the decedent forgot to pay him for some blankets, until reminded of the purchase a few days after, and that he several times mistook the store-door of Ho. 250 Bowery for the hall-door. Mr. James Eider states, that the decedent informed him he had paid ten thousand dollars for accommodation endorsements. He says : “ I think in a transaction of importance, if I had been going to transact business with him, I would rather he had a friend with him.” The witness expresses the opinion, that Mr. Horton, of late, had become quite childish, but he did not recollect “ any
Mr. Noe says he considered the decedent imbecile, because he once told him how pleasant a death drowning was ; “ that he had been drowned, and it was a very agreeable and pleasant sensation, and how easy it was to die.” This witness also said, that his mind “ wandered,” by which, as he explained, he meant that he would commence talking upon one subject, and would then pass to another.
Jesse Crafts says, that the decedent did not recognize him, unless he went up, took his hand, and spoke to him. “ He would seem to talk quite well when you could get him to understand ; but it was hard talking to him on account of his deafness.”
Mr. Stewart was on terms of intimacy with the decedent. He spent an hour or two in conversation with him in July, 1854, at Jamaica, and considered him imbecile and childish, “ because he would occasionally burst out into tears and cry, when speaking of old matters and his present situation, having formerly been possessed of a large property, and now being down in the world.” He had forgotten he had been coassignee with Mr. Stewart’s father, in 1821, but he had taken no active part in the assignment. He recollected the assignor, and related several anecdotes about him. On proceeding to Bockaway in the stage, Mr. Norton did not observe that he had passed his son’s house some distance, until reminded of it.
Mr. Pearsall, toll-gate-keeper at Bockaway, saw the decedent chase after the stage a number of times. Sometimes it would be stopped, and he get in. He says, his mind failed, he grew excitable. “ His conversation would be rational,” hut he was- changeable and passionate. He wished the witness to put an old worn out wire fence along the beach, and also to paper a room with paper of divers colors and patterns.
Mary McCredon, a domestic in the house of John L. Norton, Jr., thought the decedent childish, because he cooked clams on the kitchen stove, poured some slops into the tea
This is about the substance of the testimony against the capacity of the decedent, and I think many of the circumstances not only trifling, but quite impertinent to a question touching his mental condition. The life of this gentleman appears to have been very thoroughly explored, and instances of every trivial mishap of the memory carefully exposed,— many of them, however, of no graver character than occur in the experience of any one. It is obvious, also, that some of the witnesses, in expressing an opinion that Mr. Morton was childish, imbecile, or of unsound mind, built very large conclusions upon very small premises. Take, for example, the idea thrown out by several, that he “ wandered,” because he passed rapidly from subject to subject. Here was an old man of active mind, once noted for his intelligence and acquirements, with one of the avenues to an intercourse with his fellow-men almost sealed, and yet with his tongue still loosened, and his powers of mind not all departed—what more natural, when he generally had the conversation nearly all to himself, than to pass from topic to topic, in the absence of any response to fix the subject and continue its discussion. The loss of hearing, also, by isolating the sufferer, and cutting off the ordinary means of communication, renders it more difficult to judge of the extent of his intellectual powers, without careful attention ; it detracts from his apparent intelligence, and withal becomes the source of frequent errors and misunderstandings. We should not judge the victim of such a calamity by ordinary rules, but rather be led to look into his case with a more critical eye, and a more charitable spirit.
There is no doubt that Mr. Morton’s increasing age had of late borne heavily upon him, and that his powers of body and mind had begun to decay. But the state either of the body or of the mind is not always and invariably the same;
Some of the witnesses formed unfavorable opinions of the decedent’s capacity from his manner of motion. He was a man of active ont-door habits, moved quickly, and latterly acquired a shuffling gait, passing through the streets with his head bent downward. This, of course, appeared strange to those not familiar with it. As to his shedding tears when alluding to the sufferings of his grand-child in Australia, or the poverty of his grandson in Hew York, or his own hard lot and shattered fortune in the decline of life, these were trials adequate to draw tears from one of his susceptible temperament, and it is only his inability of restraint before strangers that evinces a failing mental tone and power. Hor have we sufficiently unfolded and displayed the circumstances attendant upon his losses by endorsements, to know whether they were consequent upon inaptitude for business, or the
Taking then the evidence of the contestants alone, I should say that it exhibited powers of mind impaired or debilitated but partially, and by no means to the degree of testamentary incapacity. He was not in the legal sense of the terms, idiot, lunatic, or of unsound mind and memory. Though he may have forgotten or misstated facts, his memory was still generally good as to all matters of moment or interest, he transacted his own business, and understood his family relations, as well as the state and condition of his property and affairs.
Some statements made, or said to have been made, by the decedent, were controverted by the contestants, for the purpose of elucidating the state of his mental powers. Thus it appears that he had been examined in a suit in the Supreme Court, involving the mental condition of his deceased wife, at the time she had executed a certain deed. A memorandum in his handwriting shows that he was dissatisfied with the decision of the court in that case, and that in his opinion his own testimony was “ deficient as regards the sanity of Mrs. Horton,” believing her “ morally and mentally incompetent to make conveyance of property.” But he was not asked his opinion, on the trial, and, according to the printed case, he testified only that in his belief “ she knew what she was about when she was quiet,” and when he “ asked her to sign the deed,” and that she did it “ passively, quietly.” This may all have been true, and yet the party have been “ morally and mentally incompetent,” a knowledge of what is being done not necessarily including the proper capacity to do it. In other words, I do not understand Mr. Horton as denying the truth of what he did say on that trial, but only in view of the decision of the court, as affirming that his testimony was deficient—not false—but that it fell short—that it wras either incorrectly or deficiently stated in the printed case, or had been deficiently elicited on the trial. As to that portion of his written memorandum which alleges that on delivering certain releases to Mr. Clark, he informed him they were m
Mr. Wright, one of the witnesses for the proponent, stated that the decedent informed him that during Mr. Jefferson’s administration he had been sole bondsman for the collector of the port of New York, and a certificate from the proper officer at Washington has been produced, controverting the assertion. A slight mistake of the witness or of the decedent, as to the period of the incident, or as to the officer intended, might readily have occurred, without the main fact being groundless.
Upon the whole, then, I do not think the facts adduced by the contestants sufficient to establish incapacity. Granting all the circumstances alleged, he still had powers of mind equal to the management of his affairs. If any thing were wanting to corroborate this view, it is supplied in Mr. Norton’s letters produced by the contestants. They are precise in detail, clear and coherent, and contain indubitable evidence of memory, sense, and judgment. Some of them were written in 1854, after, as well as about, the time of the execution of the will, and in that connection are the most convincing of all kinds of proof. In Uteris yervm—the truth shines out in these writings, and we see this aged man as he was.
But on coming to look into the evidence adduced by the proponent to sustain a testamentary condition of mind in the decedent, there is ground for a still firmer conviction of the decedent’s competency. The number of the witnesses is not go great as on the part of the parties resisting the probate, but the kind of intercourse and the nature of the facts proved attach weight to the testimony.
Robert Emmet, an old acquaintance of the decedent, testifies that he was in the habit of seeing and conversing with him during the last three or four years of his life, and that during the spring, summer, and winter of 1854, he could not perceive “ his powers of mind were at all impaired.” He says “ He had become very deaf, and it was more difficult to communicate with him, but I had frequent conversations with him on matters of business, and I never perceived any
Richard Emmet had frequent intercourse with the- decedent during the three years preceding his decease, for some period almost daily. He says, “ I was consulted by him professionally. I should say his mind was very acute for a man of his age. I never saw any deficiency of mental powers, either in his memory .of circumstances relating to the business on which he consulted me, or in relation to his suggestions.”
Levi Beardsley knew the decedent forty years, and saw him frequently the last three or four years of bis life. He says, “ the last year of his life he was evidently failing—wearing out—not as active in getting about as he was the preceding year. His hearing was much more impaired—it was difficult to converse with him. He was sensible enough apparently—as much so as men generally of his age, and much more active than many of them, last summer. I think his memory as to matters which took place many years ago, was very perfect, very tenacious. I never discovered any failure of memory even in his late transactions.” Again, “ I think he was as able as men of his age generally are, quite as much so. He certainly knew very well what he was about. I considered him childish, more so the last year than the year before. He was more easily affected in his feelings—would easily shed tears—old age, I think, was evidently impairing his mind as well as his other faculties. If I had had property I certainly should not have selected him as an agent. I should think Hr. Carroll might have had a very considerable influence over Him. He had capacity enough to resist it, but I think his feelings towards Carroll were such that he would have been very glad to have gratified his wishes. I think he
Mr. Brady, during several years of late, had opportunities of conversing with the decedent. He mentions an instance in the summer of 1854, when Mr. Horton recalled advice he had given him several years ago as to the preservation of his property. He says, “ I have seen no change in Mr. Norton the last three or four years, only he got more deaf. Last summer I tried to make him understand, but could not, and gave it up, he was so deaf. He used to come and sit on my piazza and talk of old times, and of what happened before I was born. I considered him able to know how his property should be managed, but he was getting very old, and certainly could not have had the memory he had had.”
Mr. Wright knew the decedent for about four years before his decease, and conversed with him frequently and at length on a variety of topics, generally of local and political history. The witness made the information thus derived the subject of several articles in the papers. He says, “ I considered him as having the best recollection of old Hew York, of any man I had met in the city. I always considered his memory remarkably good.” The witness met him the afternoon of the day he was killed, and was told by him that he had abandoned the idea of getting his grandson Carroll into the Custom house, and wished to have him appointed wreck-master. He states, “ I saw no signs of decay in his mind then—no exhibition of a decayed mind. I don’t mean he had the vigor of intellect he once had.”
Horace F. Clark testifies to an acquaintance with the decedent of eleven or twelve years. He met him very often the last year of his life, and shortly prior to his death. He says “ he was very aged and infirm, but I have never seen him when I did not think he had testamentary capacity.” He was at Mr. Clark’s office the afternoon of the day he was killed—the interview lasted two hours, and the principal subject was Mr. Clark’s interest in a road at Bockaway. Mr.
Mr. Serrall, a city surveyor, had business with the decedent shortly previous to his decease, in relation to some land at 176th street, which he had formerly owned. He had some twenty or thirty interviews with him, and says, “ I think his mind and memory were good. He made appointments at various times and places, and was always punctual but once, and then he came the next day and told me why he could not come. He furnished me with a copy of some papers from the Register’s office, in pencil in his own writing, which were important in the investigation. He was very deaf; I think he was shrewd and capable of making any bargain that he understood. It was very difficult to make him understand any thing, he was so deaf, unless it was written down—the last interview was a week or ten days before his death, or a little longer.” The appointments he made with the witness were in the spring and summer of 1854. “ He talked about other things except this property; his general conversation was good.”
Mr. Axford, one of the subscribing 'witnesses to the will, testifies that Mr. Horton was in the habit of frequenting his store and engaging in conversation, that notwithstanding the increasing infirmities of age, “ his memory appeared to be very good,” and he specifies several facts indicating intelligence and preservation of memory.
I conclude, then, upon a full consideration of all the testimony, that Mr. Horton was in law capable of making a will. Though not unlike the tree to which he once pointed whose boughs and branches were decayed and broken, there was still mind and vitality within. His mental force was doubtless abated, but there was sufficient left to entitle him to the protection of the law in the effectuation of his volition—of
The learned French jurist D’Aguessau justly remarks, that there is always difficulty in attacking a holographic will, the presumptions being very strong in its favor; and if the provisions be wise and reasonable, it can be annulled “ but rarely and under singular circumstances.”—(Œuvres, Tom., 4, Plaid. 37, p. 173.) It is a very important feature in the present case, that the will is in the decedent’s own hand-writing. That fact establishes knowledge of its contents, independently of the presumption arising from th & factum. At the time of the execution, it appears from the evidence of the subscribing witnesses, that he came into the store of Mr. Axford with the will in his hand, and stated that he wished him, his son and daughter to be witnesses to his will—that the law required witnesses; that he had been several times taken ill in the street, and was fearful his life would soon be terminated.— ‘'‘These things he considered admonitions to him, that it was necessary he should make his will.” Mr. Axford, on reading the will, and perceiving that Mr. Carroll was the sole devisee, observed, “ you seem to have given everything to Mr. Carroll ?” He then said “ yes, he was poor—there were others, but they all had enough or plenty.” “He appeared to be perfectly sane at the time of the execution of the will—he talked as reasonable as I had ever heard him.” Mr. Axford also says, that he understood Mr. Horton to say, “ that he had drawn the will without counsel.”
As to the state of his feelings towards Carroll, the witnesses very generally agree that it was favorable. Mrs. Spence says, that he used to cry about Carroll, and talked a great deal about him,” more than he did of any of the rest. Mr.
And now what is the sign of any undue influence ? There is none—and unless it is to be presumed or fairly inferred from the fact that the decedent’s views were favorable towards the devisee, we are left without any grounds for impeaching the will. To presume it from such facts, as would naturally go to show that the will was consonant with his existing relations and expressed affections towards Carroll, would be highly unreasonable. Testamentary gifts imply favor; and yet, if that very favor affords a necessary implication of the exertion of improper influence, the will which is most natural, would be the most easily overturned. It is true, the decedent was fond of this grandson, that he took an inte
The exertion of influence to the extent of destroying free agency, will never be presumed merely from opportunity and interest, when there are indicia of volition, spontaneousness, and consonance of the testamentary provisions with the state of the affections. Again, so far as Carroll is concerned, there is no trace of complicity. His hand is nowhere seen in the transaction. It does not even appear that he was cognizant of the execution of the instrument—nor that the will was made when Mr. Horton was living with him. Between the evidence of the three witnesses who spoke to the latter point, his residence at the date of the will is left in uncertainty. At any rate, the act was consummated abroad, away from the immediate exertion of any control—among friends, the chosen witnesses of the testator; and was accompanied by declarations, which evinced alike his freedom of action, the occasion of the act, and the reasons impelling to the particular provisions of the will. The instrument was drawn up by himself. He said he had taken no counsel. These are important proofs of spontaneous origination and completion, and of independent volition. The fact that Carroll had been made the decedent’s assignee in 1851, should undoubtedly lead to a scrutiny of his conduct, in order to see that he did not abuse or pervert his trust, or the influence thereby derived, if any, to the procuration of improper testamentary provisions. But that done, the court can go no further. A will is not void because made in favor of a trustee. Besides, this was not in its nature a continuing trust for his benefit, and there are but slight indications of its having been an active one.
The contestants also urge, that the decedent’s declaration at the time of executing the will—that Carroll was “ poor,” and “ there were others, and they all had enough,” was a