3 Bradf. 481 | N.Y. Sur. Ct. | 1856
The will propounded for proof is dated and was executed the twenty-seventh day of January, 1855, and the codicil thereto on the twenty-seventh day of February. By the will, after some trifling bequests, the testator gave his property in trust to his executors, to pay one-third of the income to his “ beloved wife, Phoebe Ann Barley,” so long as she remained unmarried, and to apply the remaining two-thirds for the benefit of his two children, with survivor-ship, in case of death without issue and unmarried; and if they both died unmarried and without issue, their shares were given over to William and John Fyfe. Francis Mann and John Barley, the testator’s father, were nominated exec
By the codicil, the decedent revoked the provision in favor of his wife contained in the will, and in lieu thereof directed the payment of one-third of the income to his mother during life, and on her decease to his father for life.
The probate of both these instruments is contested by the decedent’s widow, on the allegation that they were unduly procured. The testator was married in August, 1849, was twenty-seven years of age at the time of his death, and left surviving him his wife and two young children—one about nine months and the other nearly five years old. He resided and kept house in Macdougal-street, Hew York, and his parents lived in Brooklyn. He was in partnership with Mr. Boyce, his father-in-law, and had made his money in that business. For some two years he had been afflicted with consumption and scrofulous abscess, but he was able to go out until a short time before his death. On the 21st of December, 1854, he called at his parents’ house in Brooklyn, and was induced by them to remain one night, as appears from a note to his wife, stating, “ You need not expect me home to-night—my parents have persuaded me to stay with them over night.” There is a draft of a letter, found among his papers, addressed to his wife, but which does not appear to have been sent to her, in which he says, “ When I left my home, I had no idea of remaining here; it was my intention of merely explaining to my parents my unhappiness, of which, up to this time, they had no knowledge. My troubles up to this time I had kept from them, for they were opposed to my early marriage, and as I had made my bed so should I lay; but your coldness, unfeeling coldness, to a sick dependent husband, I could bear no longer.” . . “ My parents persuaded me to remain over night, my every want has been attended to—and, oh! with what cheerfulness!” . . “I shall spend the holidays with my parents—they may be the last I shall spend upon this earth, and they are best entitled to my society—if they wish it.” Mr. Martin states, that he saw the decedent at his
It thus appears, that whatever were the sources of the decedent’s discontent, he had not deliberately determined to desert his family, but at first was persuaded to remain over night with his parents, and even then did not intend to prolong his visit beyond the holidays. It resulted, however, otherwise. On the 22d of December he sent his father with a note to his wife, requesting some articles, and saying, “ Send George over by father; wrap him up warm; I shall spend the holidays here. I am writing you a letter; father
Notwithstanding his illness, Mr. Darley was not confined to the house, but went out frequently, and visited New York at least ten times in the month of January and five in February. This fact is important, in judging to what extent his intercourse with his wife depended upon his or upon her volition. Mrs. Boyce testified, that he called at the house in New York about two weeks after he had left, took dinner, and though a little “ dissatisfied” and “ irritable,” said he would be over in a few days to stay. He called again the next week, and “ wanted some arrangements made about his room—some things moved—it was all done. He said he would be back on the Monday after. After that, he said he would not come permanently till Wednesday—he had a previous engagement. I think he came after that to say he was not coming at all.” This testimony as to his intention to return is fully corroborated. On the 1st of January he enters in his diary, “ Mr. Smith called; from him was glad
In judging of the validity of this instrument, the first duty is to ascertain the state of the decedent’s mind, and whether it was so debilitated as to render him susceptible of being unreasonably influenced by others. Mr. Boot, one of the subscribing witnesses to the will made the month before, states, that after the will was executed the decedent remained in his store some time, waiting for his father. He says, “ I observed a very great change in him from what I had known previously—it was mentally and bodily—the feebleness of his body seemed to be communicated to his mind. He was peevish and fretful, and what I should call childish in his manner. It was evinced both in matter and manner. I was first struck by the remark that he made in a whining, peevish manner, “ why don’t my father come in ? he has no business to leave me here so long. . , That remark was repeated once or twice . . interrupting the general conversation. Another remark he made was, ‘your father-in-law is very different from my father-in-law.’ I led him away from that subject, and don’t know what he referred to.” The witness also stated, that Mr. Barley said he was going to Brooklyn, observing, “you know mother can best take care of me.” Mrs. Boyce mentions several circumstances, indicating much deference to his mother’s directions. His wife requested money to buy the child a hat, and he asked his mother how much he should give. His mother brought him food, and he would say, ‘ I don’t want it, but if you say, mother, I must eat it, I will do it.’ If she was going out of the room, she would
On the other hand, there is the evidence of Drs. Cullen and Glentworth, to the effect that his mind was in good condition. Dr. Cullen expresses the opinion that his mental faculties “ had not become affected by his disease.” He observed no wandering, incoherence, delirium, nor any slip of the memory—he “ conversed with great clearness.” “ He died of scrofula,” he says, “ and usually one of its characteristics is to leave the mind very clear, up to the last moment perhaps.” Dr. Glentworth states that “ his mind was very good, remark
That the decedent complained of his treatment by his wife is abundantly shown by all the proofs, after he left his home in December; but so far as I can discover, his dissatisfaction related chiefly if not entirely to her want of attention, and coolness—that he was not allowed a Are in his room, and the house was too crowded. The reasonable answer to these charges was, that he had been living in the same house, with his brother-in-law, nearly five years; that his mother-in-law, with whom he had spent two summers, at Fishkill, without paying any board, was spending the winter with him, at his own solicitation ; that he was not allowed fire in his sleeping room by the express directions of his physician; and that, in the language of the Doctor, “ he was very well attended to and cared for, and very pleasantly situated at home.” His wife was delicate, and had the charge of a young babe, but his mother-in-law assisted in attending him; and she testifies
This evidence appears satisfactory, both in regard to his treatment at home and the absence of any open complaints; and yet, from the first day he spent under his parents’ roof, he expressed in the freest manner his dissatisfaction, even to such a degree as to attribute to the neglect of his family the wretched physical condition to which he was reduced. The letter he wrote his wife on the 22d of December is filled with allusions to her unkindness. Was this a delusion, or was it founded on fact ? It is certainly difficult to form an intelligent opinion upon such a point, when we consider the privacy which ordinarily attends the domestic intercourse of husband and wife. But still I am inclined to conclude that up to a short period before leaving home, no cause for disagreement existed; and that whatever difficulty subsequently arose was in consequence of his irritable, nervous condition, dwelt and pondered upon until its extent and importance became greatly exaggerated. The difference between his wife and parents added fuel to the excitement, his tarrying away from home naturally increased the coolness, and though there
I will'now proceed to inquire into the history of the preparation and execution of these testamentary papers, and see to what extent they emanated from the decedent, and how far the party interested to sustain them was privy to the transaction, or interfered in their procuration—and in this connection, it is worthy of notice that the provision for the wife, in the instructions given for drawing the will, had been altered by some person before they reached the draftsman.
The will was drawn by Hr. White upon the written instructions of the decedent, enclosed in a sealed envelope, and handed to the counsel by his father, a week or ten days before the 27th of January. The instructions were returned for further explanation in consequence of a line having been drawn through the words, “ one third,” in the portion of the letter directing what share of the income should be given to his wife. When the instructions were returned, “ one third” was written over the erasure in the decedent’s handwriting. Hr. Barley’s father brought back the instructions, made some verbal explanations, and said, “ he wanted it done as soon as possible, and that he had not interfered with John about it; he had taken his own way.” The decedent’s father accompanied him to New York when he came to execute the will, though he was not present at the ceremony. In respect to the codicil, Hr. White states that he received from the testator a letter requesting information how far his power of testamentary disposition extended over his property, and having given the proper reply, received another letter, dated February 23, directing him to draw a codicil, giving that portion his wife would have had, to his mother for life, and on her decease, to his father for life. Hr. White had some two or three interviews with the father in respect to the codicil; but nothing appears to have passed showing any interference, except so far as may be inferred from the circumstances detailed. It is thus shown that the testamentary papers in controversy were drafted upon the decedent’s written instruc
Mrs. Pignolet testified that she visited the decedent three times during his illness, at his father’s house in Brooklyn. By the decedent’s diary, it appears that two of these visits were on the 5th and 30th of January. She says, “ each visit Mrs. Barley spoke of John, most of her time and conversation. She said she hoped he would not return to Hew York, she would rather he would remain with her. She spoke very unfavorably of his wife, and found fault with her treatment of him, and also found fault with her mother and sisters. She said his wife came to see John, but she did not wish her to come; one reason was, he was worse after she left, they talked so much; and she conveyed to me the impression, that John was more disposed to be satisfied with his wife after she left. That there was too large a family at John’s house, was one cause of complaint. She said she didn’t like to go there. She said his wife was a woman without feeling altogether; she had no feeling at all. She said he was not going to leave her anything; one reason was, her father was well enough off. At one conversation, he was going to dispose of his property, so that his wife should have none of it, and they themselves were to have it—his father said she, Mr. Barley, her husband, was to settle a house upon
This disposition on the part of the mother existing, it was actively manifested throughout the whole course of his illness. Ellen Cullen, the domestic, who attended him, deposes that at the first, his mother used to leave the room when his wife called to see him, but' that latterly “ she remained,” or else the servant “ stayed,” so that his wife “ had no opportunity of being alone with him, or speaking to him in private.” Ellen says this began about three weeks before his death, which would bring it about to the time the codicil was being prepared; and she says the reason was, they always found him so much worse after his wife’s visit, it took a day to bring him around right. She also states that five weeks before he died, Barley told his mother never to leave the room when his wife came; she “ used to tell such stories that it made him ill.” Mrs. Pignolet’s version of the motive, as just observed, was altogether different; within five weeks prior to his death, however, his own diary shows a visit from his wife, when she was as “ kind as she knew how.” This
Such are the circumstances attending this unhappy case, and they present a question by no means free from embarrassment. Here was a young married man, living upon terms of apparent amity with his wife, uniformly treating her with kindness, and commending her good qualities to his confidential companions—affected to tears, at the idea of parting with her, a few months before, when going into the country—refu
In judging whether this was his own spontaneous act, conceived and consummated free from any undue efforts to influence him, on the part of those by whom he was surrounded, we must regard not only his general debility, but also the peculiar symptoms that had been manifested in his case, in respect to the vigor of his mental powers. I am satisfied that his mind was in a state of morbid irritability, consequent upon his disease and suffering. He was disposed to imagine slights and neglects, and exaggerate trifles into undue magnitude and proportion. At the same time the condition of his body and nervous system made peculiarly grateful whatever ministered to his present physical comfort. When, therefore, during his visit at Brooklyn, which he only intended to be temporary, he found himself pleasantly situated, there was an inclination to yield to these inducements, though, as he stated, his “ duty” called him to his wife and children. This was a course of conduct likely to excite remark among his acquaintance, and call for expostulation on the part of his wife. He would naturally vindicate himself, but his complaints were general, and, so far as I can discover, the most important of them related to a point upon which his wife was only following the directions of his medical attendant. The others referred to a want of personal attention, as to which the evidence shows he had little if any reason to complain. There is a great absence of specification in his charges, and the manner in which he talked to visitors evinces both an abandonment of reserve upon topics ordinarily sacred between husband and wife, and also a morbid state of excitement as to his domestic affairs. The Eev. Hr. Shaw states, that “ he was very much excited,” and complained that his
Shall this instrument stand? The instructions are clear and explicit, but the same power which produced the codicil could produce the instructions for it. How was the intent manifested in these instructions brought about ? Were there elements at work to produce it, on the part of another and
What is undue influence, and what degree of it requires to be exercised in order to have the act improperly procured, judicially avoided, depends more upon the peculiar circumstances of each individual case, than upon any abstract, theoretical reasoning. I am not at all inclined to yield to the view that it must amount to actual duress in order to be unlawful, nor does there seem to be any strict analogy between the two cases. Duress may be exercised when the will has a present, independent power, and the man is conscious of it, but is compelled to act against his will. The force taken away, the pressure removed, he immediately asserts his independence. This is compulsion and violence—moral or physical. There is a species of undue influence which resembles duress in its external action, and by its importunities compels an act against the real secret wish of the subject. But its most usual manner of approach and of action is moré stealthy and subtle. It saps and undermines the will itself—obtaining, as it were, a foothold within, and shaping and moulding the desires, so that there no longer remains any wish to resist, or power to withstand its suggestions. This kind of influence is by far the most dangerous, from the fact that its movements are often quiet and noiseless, and its effects are hidden in the apparent volition of its subject. And yet this cannot be called duress. The stronger will frequently acquires an extraordinary power over the weaker, not by mere dint of importunity, by threat or force, but by that steady persistence, that unrelenting pursuit of its purpose which wear away less stubborn determinations, or again, by artfully taking advantage of the play of emotions and passions, appealing to prejudices, flattering weaknesses, and fomenting quarrels. A dominion thus acquired, if employed to effect a testamentary act, may be just as potent, distinct, and positive in its
In the case now before me, there is evidence of weakness and vacillation of will, a childish dependence upon parents, exaggerated ideas of trifles, and peculiar sensitiveness as to personal comfort. There was a marked change in the domestic affections, without any sufficient apparent cause indicated in the intercourse between himself and his wife. The excitement which existed was not allayed even after reconciliation. It received abundant aliment during the absence of the wife,' and a fair opportunity for checking it was not afforded. The decedent was persuaded to absent himself from his residence, and to continue within the sphere of a hostile influence, until he eventually came to the belief that his wife’s conduct was the cause of his approaching death. Still he provides for her in his will, and not until reduced to the verge of the grave does he disinherit her, and then only on the allegation of a neglect, which, if it had occurred, was repaired before he signed the codicil. Declarations of an intent to effect such a result are proved to have been made by the person who had the greatest influence over him, who was around and about him continually, who was hostile to the interests of the wife, and who takes the benefits under this codicil of which the wife was deprived. In all this are displayed to my mind the subject, the cause, and the effect, and being convinced that justice requires that the act thus effectuated should be denied legal validity, I must not hesitate so to declare. There will therefore be sentence for the probate of the will, and for the rejection of the codicil.