47 N.J. Eq. 227 | New York Court of Chancery | 1890
This is an appeal from a decree of the Mercer orphans court,, dated the 8th day of November, 1889, which adjudges a paper-writing which had theretofore, on March 18th, 1889, been admitted to probate by the surrogate of that county as the last will of Marien Passage, to be such, last will, and also affirms the-order and proceedings of the surrogate admitting it to probate,, and charges the appellant with the cost of the appeal.
The paper in question was made on the 29th day of July,. 1887, when the alleged testatrix was about eighty-three years of age, and a year and eight months before her death. Its admission to probate is resisted upon two grounds — -first, because it is-alleged that, at the time of its execution, Miss Passage lackedl
By it the testatrix gives her entire estate to her niece, the respondent.
Marien Passage never married. For many years before her •death she resided at Princeton, in the house which, with its furniture and the lot upon which it is erected, constitutes her entire estate.
The value of the real estate is about $12,000, but it is encumbered by a mortgage, the amount of which does not appear save as it may be estimated from the fact that the interest upon it amounts to about $200 a year; probably a sum between ■$3,000 and $4,000. The evidence discloses that the holders of the mortgage claim large arrears of interest upon the sum secured to be paid by it.
The appellant and respondent are brother and sister, the surviving children of Adelaide Clifton, a deceased sister of Miss Passage.
Prior to 1854 the respondent, then a mere child, went to Teside with this aunt, and soon thereafter, when her father died, ■her mother and, a little later, her brother also took up their residence with the aunt.
Mrs. Clifton and her children had very little property, and, consequently, to a considerable extent, were dependent upon Miss Passage, and to eke out subsistence for the family thus thrown upon her, Miss Passage, from time to time, was obliged to take persons to board and lodge in her house.
After a few years Mrs. Clifton became totally blind, and so infirm and helpless that she was in need of constant attention.
In 1873, a gentleman named Boss, who appears to have been a •connection by marriage, drew a will for Miss Passage, which bears date on the 4th day of December in that year, and has been ■offered for probate by the appellant. By it, the estate of Miss Passage, with the exception of a few insignificant specific legacies, was put in the appellant's hands, in trust, to hold for the benefit •of Mrs. Clifton until her death or marriage, and then for the
When the appellant completed his education, although he retained his residence in Princeton, he found employment elsewhere from time to time, and so bettered his condition that, between the year 1882 and the making of the instrument in dispute, he was able to send his mother small sums of money, aggregating, in five years, about $2,400, and with this money a nurse was procured for the mother, who relieved the respondent from much manual labor.
Eor many years immediately preceding her death Miss Passage-suffered with rheumatic affections and dyspepsia, and, during the-later years of her life, also with sciatica and cystitis, and became so great an invalid that she resigned the actual management of her household affairs to the respondent. Much of her time she was scarcely able to move about or to care for herself, and consequently, to a great extent, she became dependent upon others. Thus the burden and anxiety of unremitting attention to a necessarily close household economy, and the care of her invalid mother and aunt, devolved for years upon the respondent. It is not controverted that she managed most efficiently, and was-self-denying, tender and devoted in her ministrations to both the invalids in her charge.
In the summer of 1887, the appellant, upon a summer vacation, visited Princeton with a cousin, a Miss Finn, who, either then or subsequently, became his amanuensis. It is brought out as new matter upon the cross-examination of the respondent, and the appellant is therefore bound by it, that at that visit Miss. Finn and appellant treated the respondent offensively, the effect of which, the respondent' says, was to make her very unhappy,,
It was during their i absence upon this occasion that the disputed paper was executed.
The respondent testifies, that she visited Mr. Eoss, who resided in Pennsylvania, in 1882, and -that upon that occasion he sent a message by her to Miss Passage, to the effect that Miss Passage should change her will and leave her entire property to the respondent; and that after some hesitation, caused by the delicacy of delivering such a message, she told Miss Passage what Mr. Eoss had advised, and, after some consideration, Miss Passage assented to the advice as right, and said that she would act upon- it. The subject was not again mentioned, but in 1885, in an attack of sickness, Miss Passage exclaimed to the respondent, “Nannie, my will!”’ giving the impression that she then had in mind her previously-expressed determination to make the advised change.
Since childhood Miss Passage had been a friend of Paul Tulane, a wealthy and philanthropic resident of Princeton. The principal tie between them ivas the fact that she had cared for his mother in her last illness. In appreciation of his friendship, many years before her death, Mr. Tulane promised her, and thereafter regularly paid her, an annuity of $300. After a time it became necessary for her to have a large sum of money, and she borrowed it from Mr. Tulane, securing repayment by a mortgage upon her property. After the mortgage was given no interest upon it was demanded, but the annuity was reduced from $300 to $100, the understanding being that the difference paid the interest upon the mortgage. Mr. Tulane died in April, 1887, intestate, and later, administrators of his estate were appointed, one of them being Mr. George O. "Vanderbilt-, a member of the bar of this state.
On the 28th day of July the respondent went to Mr. Vanderbilt’s office to speak with him about taxes upon the mortgaged property, and was then informed that Mr. Tulane had not left any memoranda to show that credit for the payment of interest
In speaking of the interview at which the instructions for the preparation of the will were given, Mr. Vanderbilt says that Miss Passage came to the room into which he was shown, assisted by the respondent; that she appeared to be an infirm old lady, possessed of sufficient ability to converse connectedly upon an important subject; that, according to his practice, he talked with her to satisfy himself as to her mental capacity, and, being satisfied that she possessed requisite ability to make a will, he took her instructions. He remembers that, without difficulty or assistance, she gave the instructions, and that she did not exhibit either nervousness or unwillingness. His interview, he thinks, at that time lasted about ten minutes. An hour or two later he again called, this time to superintend the execution of the will. His brother and the respondent and Miss Salomons were present. He read
As the ascertainment of the mental condition of Miss Passage, At the very time of making the disputed paper, is the object
“but sbe just sat there. So Mrs. Friedly goes and gets a -white tie and an-apron, and takes her by the arm and pulls her through the pantry and into the-parlor, and then they left the door half opened; and then, after awhile, I passed backwards and forwards, and the door was closed tight; I was giving her medicine — beef tea; I passed backward and forward, and they kept me-going there two hours and a half.”
Harriet Stewart, the other colored woman, testifies that she-was sent, at a time that she cannot fix, to ask Mr. Vanderbilt tecali upon the respondent; that she went, and Mr.Vanderbi.lt stated that he could not come, and that she was again sent with a note for Mr. Vanderbilt, which he said he would answer-
The proofs fully disclose that the occasion upon which Harriet Stewart was sent to Mr. Vanderbilt antedated the making of the-will some days or weeks, and that it was wholly connected with matters pertaining to the mortgage upon Miss Passage’s property. It is equally well established that during the execution of the-will the doors leading into the parlor were opened, and that the-time occupied in the execution did not exceed thirty minutes. The apparent contradiction as to the time occupied in the execution of the will may possibly to some extent be explained by the fact that it may have been two hours and a half between-Mr. Vanderbilt’s call for instructions and the execution of the-will; but this explanation would exhibit the falsity of the statement of Mary Hardy, that she passed backwards and forwards in waiting for two hours and a half, especially in face of the-undoubted proof that between the instructions and the execution Miss Passage was out of the parlor.
"Weighing the testimony of this witness in the light of these-contradictions, her employment by the appellant, and her evident zeal in his behalf, I think it should be received with caution, and only partially, if at all, believed.
Harriet Stewart says that she saw the respondent assisting Miss Passage to the parlor, and adds that Miss Passage “ did not pay much attention to anything.”
■ Both these women speak as to the condition of the testatrix after the will was executed. Mary Hardy says that she appeared to be quite feeble and sat at the library window looking very weak, and that the witness asked her if she did not wan-t to lie-down, and Miss Passage replied, “Yes, I should like to comedown to my room and lie down,” and the witness assisted her to her room. Harriet Stewart says that Miss Passage sat at the-window and called to her that people were stealing oranges from
Another class of witnesses is composed of those who speak ■concerning the general condition of Miss Passage about the period ■of the making of the disputed paper. Among them is the appellant, who says that after 1384 her mind became childish, her memory began to fail, she would forget words and be unable to ■converse connectedly upon any subject; would stand absentmindedly folding little rags, and at times would play with a doll. He says that in 1887 her memory was about gone; that she was weak and yielding and completely dominated by the respondent. Upon cross-examination he expresses the opinion that she knew ■perfectly that he was alive, and that her sisters, Mrs. Pierson and Mrs. Clifton, and her brother were alive, and that her sister Mrs. Pierson was a widow, and that the respondent continually waited upon her, and at her death would be dependent and helpless in ■the world. Mary Hardy corroborates this testimony as to Miss Passage’s habit of folding rags, as to her forgetfulness, inability ■to carry on continued conversation upon one subject and as. to ■her playing with a doll, adding that upon one occasion while Miss Passage was looking out of a window she directed the witness’ attention to some men who stood on the opposite side of -the street, and asked what they were, and, upon being informed that they were men, asked what men were. The same witness states that the night before the will was executed she left Miss Passage for a few moments alone in her room, and when she .-returned found that she had completely undressed herself, and
Miss Salomons says that, without doubt, Miss Passage’s mind. weakened as she (grew older; that she became forgetful of names, as old people generally become; that her table manners, which had always been offensive to the witness, grew worse; that she had a doll in the summer of 1887, when she executed the paper in dispute, but that she did not then play with it as she did during the last year of her life, and that she did constantly fold small pieces of rags, arranging them in her work-box; that her remembrance of things that happened long ago was clear, but as to things which happened in middle life, it was indistinct; but, notwithstanding the general weakening of her mental and physical powers, the witness thinks that when she executed the will of 1887, she was capable of intelligently disposing of her property.
Mrs. Julia Jones boarded with Miss Passage for a few months in 1884 and 1885, and left-Princeton and did not return until October, 1887, when she called upon Miss Passage. Of this call she says:
“ I sat on the sofa some distance from her, and she got up and walked to me and I saw that she was feeble, and I gave her my arm, and she sat in a little rocking-chair near the furnace, and I sat near her and we talked for some time, but I cannot tell you what about. She talked more slowly than she had done, and that was the only difference. She waited a little longer when I asked a question before answering. Her mind was as clear as it ever was. She talked slowly and thought more. We did not leave the room until somebody else came in.”
Another witness, the Rev. Mr. Hinsdale, the pastor of the -church which Miss Passage attended, says that he was accustomed to visit her two or three times a year, and that he remembers ■that from 1885 to 1887, after the funeral of Mr. Tulane, he thought her to be quiet and retiring, but in possession of her mental faculties. He says that he did not visit her for the purpose of testing her mental capacity, but that, so far as he observed, he saw nothing to cause him to question it. He recalls one occasion when she conversed very intelligently with his wife upon the subject of flowers.
Miss Julia Smith, a neighbor who had known her intimately and lived near. her for half a century or more, called upon her
Almost every witness examined has expressed an opinion as to the capacity of Miss Passage to make and execute a will. Such ■opinions are of little weight unless the witnesses make it appear that they are based upon facts and occurrences which they detailed before the court. It is for the court, upon the facts disclosed in the case, under well-settled rules and guides, to pronounce the opinion whether the testator is competent or not, yet the opinions of witnesses are received because their observation may have conveyed to them little, indefinable and almost imperceptible actions and expressions which language cannot adequately describe. Their weight, at best slight, is enhanced or diminished according to the opportunities for observation and the intelligence and honesty of the witness. The subscribing witnesses occupy a position of advantage before the court. They are called by the testator as disinterested and impartial persons for the purpose of attesting, after his death, to the circumstances under which the solemn instrument was executed. The court therefore pays particular regard to the facts they state as then
It is observed that, at the execution of the will in controversy,, the subscribing witnesses were strangers to Miss Passage, who-saw for the first time and conversed with her less than an hour. That fact certainly detracts from the value of their opinion as to • her capacity; but, on the other hand, when it is remembered that the senior of them is a member of the bar, who realized and understood the responsibility of his position, and, because of her-age, took pains to converse with her to satisfy himself as to her capacity, his conclusions become entitled to more than ordinary regard and consideration.
An important circumstance in this inquiry is the fact that the ■ will itself is natural and reasonable, a fact that is corroborative ■ of the opinions of the subscribing witnesses. Pancoast v. Graham, 2 McCart. 274.
The will of 1873, family associations, and the testatrix’s-repeated declarations, fixed the appellant and respondent ‘ and their mother as the primary objects of Miss Passage’s bounty. After the will of 1873 was made, the appellant became an independent, self-sustaining man, who not only .supported himself, but also substantially contributed to the maintenance of his-mother. The respondent’s prospects in life also changed; she ■ had given years of her life and, as Miss Salomons says, had “worn herself out” in ministering to the comfort of her aunt and mother, and it had become manifest that in a short time she ■ would be left alone to combat the world. The tender, loving;
The proofs as to Miss Passage’s general and occasional condition do not countervail the testimony as to her condition at the time she signed the paper here in dispute. They exhibit the usual concomitants of old age, but fall short of establishing fixed imbecility. At times intelligence was dim, but there were occasions, as one of the witnesses suggested, when it would flare up as clearly and brightly as it ever existed.
The capacity required in making a will is limited to the testator’s comprehension of the property he is about to dispose of, the natural objects of his bounty, the meaning of the business in which he is engaged, the relation of each of these factors to the others, and the distribution that is made by the will. The amount of mental capacity must be equal only to the subject with which it has to deal. It has repeatedly been held by the courts of this state, that the memory of a testator may be imperfect, also greatly impaired by age or disease; that he may not be able to recollect the names, the persons, or the families of those with whom he has been intimately acquainted, or that he may at times do childish things, speak disjointedly, flying abruptly from one subject to another, or ask idle questions, and repeat those which have before been asked and answered, and yet may possess capacity to make a will. Lowe v. Williamson, 1 Gr. Ch. 82; Andress v. Weller, 2 Gr. Ch. 604; Whitenack v. Stryker, 1 Gr. Ch. 8; Sloan v. Maxwell, 2 Gr. Ch. 563; Stackhouse v. Horton, 2 McCart. 202; Turner v. Cheesman, 2 McCart. 243; Boylan v. Meeker, 2 McCart. 310; Moore v. Blauvelt, 2 McCart. 367; Harris
The subject with which Miss Passage had to deal was not a difficult one. Her estate consisted entirely of the property upon which she had resided for very many years. She had already selected from her kindred those who should be the recipients of her bounty. The problem before her was simply, whether the disposition she had already made should stand. She knew of the appellant’s prosperity, of the respondent’s dependence, and of the encumbrance upon her property. It was a simple mental process to reason and determine that what remained of her estate should go to the dependent respondent.
I have no doubt that Miss Passage possessed sufficient capacity to make the disputed will.
Upon the second ground of the contest, it is insisted that the indicia of Undue influence are so numerous and well marked that a presumption against the instrument, which has not been successfully rebutted, is raised. The fact that the testatrix was confessedly weak in body, and, at times, in mind, and almost wholly dependent for the thousand-and-one little comforts upon the respondent, and the circumstances that the respondent, having been offended by her brother, in his absenee, and on the day before his return, herself brought a lawyer to her aunt’s house, assisted the aunt to an interview with him, remained at the interview, was again present at the execution of the will which gave her the entire estate to the exclusion of her brother, and that she
The evidence shows that the brother had treasured the will of 1873 and that she knew that he wished a share of his aunt’s ■property. Two weeks before he had not hesitated to wound her feelings, and she justly felt that knowledge of his loss would lead to his, perhaps unmeasured, condemnation of her. Hence she shrank from making the announcement, but realizing the importance of having it made, begged her aunt to do it for her. For some reason the aunt avoided the disclosure, and, it may be, wisely, as the existence of the contest in this case indicates. In
That influence must destroy free agency by amounting to moral or physical coercion. Our courts have uniformly held, that the-influence of affection and kind offices, unconnected with fraud or-contrivance, though it induces gratitude and testamentary recompense, is not undue. Den., Trumbull, v. Gibbons, 2 Zab. 117; Humphrey’s Will, 11 C. E. Gr. 513; S. C. on appeal, sub nom., Jenkins v. Moore, 12 C. E. Gr. 567; Eddy’s Case, 5 Stew. Eq. 701; Collins v. Osborn, 7 Stew. Eq. 511; Wheeler v. Whipple, 17 Stew. Eq. 141; S. C. on appeal, 18 Stew. Eq. 367; Dumont v. Dumont, 1 Dick. Ch. Rep. 223.
I will affirm the decree of the orphans court, with costs.