130 N.Y.S. 1059 | N.Y. Sur. Ct. | 1911
The voluminous testimony taken on the hearing discloses that Charles Klinzner, whose testamentary intentions are the subject of this proceeding, on what proved to be his death bed, subscribed with his mark the paper now propounded as his will. He was at that time only a few months past twenty-one years of age. His youth, from an unusually early period, had been dissolute, and he was frequently intoxicated before his final illness; but there is an absence of proof that his use of intoxicants had so undermined his system as to deprive him, when sober, of a “ sound and disposing mind.” The contestants’ counsel conceded on the hearing that it was not claimed by contestants that Charles Klinzner was drunken at the time he affixed his mark to the paper propounded, and the tsetimony confirms this admission. Thus
Prior to the death of his mother, Charles Klinzner had formed a meretricious relation with Margaret, or “ Maggie,” Hessler, a young woman in age some years his senior. Her circumstances at that time were as unfortunate as his own. Deserted by her husband (who was at times convict or in prison), and having several young children, this unfortunate woman united her misfortunes with Charles Klinzner’s, and after his mother’s death made her permanent home in the city of New York, in the tenement owned and possessed by Charles Klinzner and of which he died seized.
During the existence of the relations indicated between Charles Klinzner and Margaret Hessler, three children were born to them, two of whom survived Charles Klinzner; and such survivors are mentioned as his children in the paper propounded as his will. In so far as the testimony discloses, there is no doubt concerning the paternity of these two children; and, with commendable frankness, the counsel for the contestants admitted on the hearing that these children were the very children of Charles Klinzner, thereby relieving me of any responsibility for the consideration of the presumptions which always attach to the birth of children of a woman married de jure to another than her paramour. The presumptions to which I especially refer are of frequent application in the courts of this State: “Semper prcæsumitur pro legitimatione puerorum.” Co. Litt. 126; 8 Rep. 98b; Vowles v. Young, 13 Ves. 145; cited Caujolle v. Ferrié, 23 N. Y. 90,107; Chamberlayn’s, Best Ev. 305. Non-intercourse between the mother and her lawful husband must be established in every such case beyond reasonable doubt (Cross v. Cross, 3 Paige, 139), or else the other maxim “Pater est quem nuptiæ demon
In so far as their unfortunate circumstances permitted, Charles Klinzner and Margaret Hessler appear to have clothed their unhallowed and unlawful relations with a mask of comparative decency. They certainly cared for their young children, and there is a total absence of proof that their lives were very different in outward appearance or demeanor from those of the respectable dwellers in the tenement where Charles Klinzner for a long time lived and where he ultimately died, as it is claimed, testate. The total absence of proofs of strife, brawling and outward indecencies in the lives of Charles Klinzner and Margaret Hessler is notable, when we come to consider the contestants’ assertions of an undue influence exercised by Margaret Hessler. She seems to have been a quiet woman in her outward behavior, and to have mourned Charles Klinzner when he died with a genuine, an exceptional and an unaffected sorrow. From the testimony of several witnesses, notably that of Frieda Strohhaker, to which I attach considerable importance, Charles Klinzner seems, on his part, to have been constant in his affections for his children and their unhappy mother. No one was heard by me who questioned either his
On the 28th day of April, 1910, Charles Klinzner, who was then on his bed of death in the-home in the city and county of New York occupied by himself, Margaret Hessler and their two children, made the paper here propounded. A respectable physician, Dr. Steffens, was then in attendance on Charles Klinzner. From his speech I judge Dr. Steffens to be a native of some Germanic country. He was a dignified man of obvious intelligence and education. On the 27th day of April, 1910, it was he who suggested in substance that the household should prepare for the worst, and that Charles Klinzner “ should make a will now,” and “ not wait any longer,—that the man was dying.” Here was no suggestion from Margaret Hessler. On the contrary, the physician, who was a stranger to her and the children, a man entirely disinterested and with no apparent motive, appears to have suggested the propriety of a will to the patient. At this time those whom the law regarded as the heirs at law and next of kin of Charles Klinzner were a paternal uncle and some cousins residing in Germany, besides several maternal aunts and cousins, most of whom lived at a great distance from Charles Klinzner. There is no proof that Charles Klinzner had any intercourse with any of these blood relations, except his aunt, Mrs. Mehnken, who resided in Brooklyn, N. Y. Even with her, after the death of his mother, the intercourse appears slight and not altogether of an affectionate character. This aunt proved herself to be an austere and respectable person, whose nephew Charles was recalcitrant. They had little in common.
The estate purporting to pass under the testamentary paper propounded was the tenement property in which Charles Klinzner died, and a bond and mortgage for $1,000. The tenement property was conceded to be worth $15,00Q. Thus, $16,000 is the aggregate of the property passing under the will of
Charles Klinzner does not appear to have been a wasteful person; and his income during life, whatever it was, appears to have been sufficient for the modest needs of himself, Margaret Hessler and their young children. Such was the situation when the testamentary paper in controversy came into existence.
At the time of the signing and subsigning of the paper propounded, there were present in the small bed chamber of Charles Klinzner “ Lawyer Peake,” Dr. Steffens, Otto J. Wissler, Margaret Hessler and Charles Klinzner, then confined to his hed. “ Lawyer Peake ” had prepared the will, and he superintended its execution; the physician and Wissler were the attesting witnesses. Margaret Hessler seems to have been an occasional bystander during the act of testamentation but there is no direct evidence that she did or said anything on the occasion of the execution in question. There is no doubt that Charles Klinzner was then mortally ill and feeble physically by reason of his malady, a hasty consumption, which on the next day, caused his death.
Of the attesting witnesses Dr. Steffens, the attending physician, was a professional man of unimpeached character. To his testimony I attach great weight. Otto Wissler, the other .attesting witness, is claimed by contestants to have been a man living in evil intercourse with the sister of Margaret Hessler; and I think that the indignation of contestants at such relations is not, on this point, feigned. But even an evil liver is not now incompetent to act as a witness to a will. Evidence on that point goes only to his credibility. It no longer de
As the law stands, the fact that Otto Wissler, the attesting witness of Charles Klinzner’s will, may have been an evil liver,
The formal execution of the testamentary paper propounded took place in the little room in which Charles Klinzner lay sick and on the day preceding his death, which is the day the writing bears date. The actors in the transaction were all grouped in close proximity—the presence of all was actual, not a constructive, presence. The unity of the transaction is complete, that is, all the acts required to be done by the Statute of Wills in the execution of a will were performed on one occasion, without interruption. This is sufficient proof of order. Jackson v. Jackson, 39 N. Y. 159. Further, there is evidence of a subscription by the testator at the end of the will in the presence of two attesting witnesses, and of a declaration or publication of the instrument by or on the" part of the testator. The attesting witnesses acted as such at testator’s request, and they signed after the testator and in his actual presence and in the presence of each other. Such, I think, is the effect of the testimony of Dr. Steffens, and the testimony of Mr. Wissler on this point is in substantial accord. Besides this we have, annexed to the testamentary paper at issue, a certificate of attestation in due form, certifying to a compliance with the Statute of Wills in all respects. This certificate is signed by
In addition, we have the presence on the occasion of the testamentary act of a lawyer, Mr. Peake, • who, unfortunately, had to some extent permitted himself to be written in the will as remainderman in the event that either of the children of Charles Klinzner should die under twenty-one years of age. Even if Mr. Peake was rendered otherwise competent as a witness by being called for the executor, his interest, in my judgment, excluded his evidence of execution, unless the objection were waived. It was claimed by proponents that Mr. Peake’s interest was contingent, and that he was not thereby disqualified as a witness. It seems to me that his interest under the will was sufficiently certain to disqualify him. My opinion was that, when Mr. Peake, the executor, trustee and remainder-man under the will, offered himself as a witness in his own behalf in a proceeding to establish the will against the heirs at law and next of kin, it was the same as if he were claiming in ejectment under a deed made as a donatio causa mortis against an heir at law in possession. In such an action the grantee would be a party in the case, and he could not testify to a transaction with the deceased donor over the objection of the heir at law. Mr. Peake was not only an executor; he was a trustee and a beneficiary under the testamentary instrument in question, and I think he was disqualified as a witness to a transaction with the deceased. If he had been a mere executor, the case would be different, very different, from this. I did not think the cases cited by the proponents’ counsel on the -contingent character of the witness’ interest under the will in point. Matter of Smith, 95 N. Y. 526; Wallace v. Strauss, 113 id. 238. I, therefore, excluded his testimony. Whether I judged rightly in this course or not, the contestants cannot complain, as the testimony was excluded on their motion.
But two points, as I understand it, are urged against the sufficiency of the execution of the instrument propounded. One is that there is no sufficient evidence of publication by the testator, in that, as he was “ ill and languishing,” the contents of the paper should have been brought home to him with more particularity than the proofs disclosed, or else that there could be in law no sufficient publication of this particular will. At least, such I esteem to be the nature of the contestants’ objection, that there is no proof that this particular will was read to Charles Klinzner before its subscription and publication by him. Certainly, if this intending testator did not know the contents of the testamentary paper presented to him for his signature, animus testandi, or publication, is not established in this cause. Publication, under the Statute of Wills in force, is, doubtless, become the supreme evidence of animus testandi. If the contents of a particular paper are unknown to one “ sick and languishing,” how can he be said to publish that paper as and for his last will and testament? Matter of Moore, 109 App. Div. 764, 765; Rollwagen v. Rollwagen, 63 N. Y. 504, 517. The force of contestants’ objection on this point in the abstract is, I think, apparent. But the question here is, Is this objection well founded in
The second point urged by the contestants against the alleged will is the sufficiency of the testator’s subscription thereto. Being physically too feeble to complete his signature, for he could write, Charles Klinzner asked, in substance, if a mark or cross would do instead of his signature, and then he made a cross for his subscription. About the mark “ Lawyer Peake ” wrote the words, “ Charles Klinzner, his mark.” Under the old Statute of Wills, as amended by the Statute of Frauds, which required that the intended will should be signed by testator, a mark was always held a sufficient signing, even if a testator could write (Harrison v. Harrison, 8 Ves. 185; Addy v. Grix, id. 504; Lemayne v. Stanley, 3 Lev. 1; 4 Burns Ecc. Law. 103) ; and this was undoubtedly the law of this State prior to the existing Statute of Wills. Mr. Jarman, in an early edition of his admirable work on Wills, so frequently approved by the highest courts of this State, has some sensible observations on cases where a testator may be too sick even to make his mark. He assumes the validity of such a subscription. That the law in this State has not been changed on this point by the present Statute of Wills is appaz-ent. Chaffee v. Baptist Missionary Soc., 10 Paige, 85; Butler v. Benson, 1 Barb. 526, 533; Jackson v. Jackson, 39 N. Y. 153, 159; Matter of Foley, 55 Misc. Rep. 162; Matter of Simpson, 2 Redf. 29; Hartwell v. M’Master, 4 id. 380. I hold, therefore, that Chaz’Ies Klinzner sufficiezitly subscribed this will under the Statute of Wills now in force. Here is not the case of Knapp v. Reilly, 3 Dem. 427.
The next point urged against the probate of the paper before me goes to the testator’s mental competency at the time of the execution of the paper propounded. It is claimed that Charles Klinzner had not, at the time he subscribed his will, a “sound and disposing mind;”, or, in other words, that he was non compos mentis and incapable. On this point the evidence of Dr. Steffens, the attending physician of Charles Klinzner as well as a subscribing witness to the will, is, I think, controlling. The time which is pertinent for us to consider on this point is the very moment of the execution of the testamentary paper. At that moment Dr. Steffens and the other attesting witness were with Charles Klinzner, and no other witness was then present, except two whose mouths were sealed by reason of interest and disabilities. It seems to me that Dr. Steffens’ testimony on this point is final. It is, however, to some extent corroborated by the testimony of another physician, Dr. Clark, called in the night of the day the will was made to attend Charles Klinzner. Dr. Clark states that Charles Klinzner was then very sick, but that his answers to questions were coherent and intelligent. He confirms the nature of the malady afflicting Charles Klinzner, and states that it was tuberculosis,, which in common speech is consumption. On all points of this sort the testimony of the two medical men is in accord, and they are the most competent witnesses on this point in this cause. It is true that it is in evidence that Charles Klinzner was addicted to drink, but I look in vain for any testimony which proves that in his hours or days of sobriety Charles Klinzner lacked possession of his ordinary mental faculties. When not drunken, even a habitual drunkard may make his will. Peck v. Cary,
The force of the medical testimony substantiating Charles Klinzner’s capacity to make this will under consideration is attempted to be neutralized by the contestants in two modes; first, by the testimony of lay witnesses to acts and conduct of Charles Klinzner in their opinion irrational; second, by inconsistent statements of Dr. Steffens and admissions by Margaret Hessler, a beneficiary under the will. I shall consider the. effect of this evidence in the order stated. The testimony of the lay witnesses is founded on acts and conduct of Charles Klinzner at a different moment from the act of testamentation. The acts in question are, in substance, mumbling to himself, staring in one direction, a nervous trembling or twitching of the muscles, silence when interrogated by curious visitors, and other like acts. The witnesses to this point were neighbors or simple acquaintances, and their presence in the sick room friendly inquisitiveness. Their observations, or their means of observation, were limited and not of the best. They interpreted the negative acts of the sick and dying man differently from his physician. Nervous tremors, fixed eyes, a desire for silence, would seem to be characteristic of a serious malady and of so dreadful a moment as that in which Charles Klinzner then was. Giving full effect to this lay evidence, it does not, in my judgment, meet or over
.The testimony of witnesses may, no doubt, be impeached by their statements out of court. 3 Redf. Wills, 45. In regard to the admissions claimed to have been made by Margaret Hessler, they were, even if competent against herself (which I doubt) (Matter of Kennedy, 167 N. Y. 163), certainly incompetent against the children named in the will. She herself distinctly denied having made these admissions. On an issue of this character the surrogate is enjoined to be liberal in the reception of evidence, and the door is to be widely opened. Matter of Woodward, 167 N. Y. 31. The range of the evidence on issues of sanity and undue influence in testamentary causes is necessarily great. If evidence is wrongfully excluded, the exclusion may be prejudicial; if included, it cannot be harmful if there is competent evidence on the same point. It is, under the authorities, only when the surrogate excludes competent evidence and there is no other evidence on that point, or when he includes incompetent evidence where there is no competent evidence, that a surrogate’s ruling on evidence is now such error as affects the result. I have endeavored to apply the existing rules of evidence in this cause. If I have erred, I am satisfied that no prejudice was thereby occasioned to the contestants, for with them I was most liberal. Code Civ. Pro., § 2545. The strict and wise rules of evidence formerly enforced at nisi prius, and now at jury sessions, are conceded by high authorities to have little relation either to courts of probate or to courts of equity. Such rules are in the main the outgrowth of the jury system, and are in origin associated with the original writs and the formulary types of action once employed in the common-law courts,' both civil and criminal. In courts of probate, such rules have less force from the very nature of things. The chief actor in these courts is
The statements of Dr. Steffens, contrary to his evidence, are claimed to have been made to one of the contestants, the respectable maternal aunt of Charles Klinzner. Post litem motam, this lady visited Dr. Steffens with her nephew, who was no relative of Charles Klinzner, as a witness for her. The nephew spoke no German and the conversation between Dr. Steffens and Mrs. Mehnken was partly in German and partly in English. I am inclined to believe that Dr. Steffens’ language was not precisely understood by the lady, and that he did not then mean to contradict or control his testimony given subsequently under oath. We must remember that Dr. Steffens was not bound to state to his strange interlocutors the mental condition of Charles- Klinzner, or the circum
But, even if I misinterpret the position of Dr. Steffens, what can be said of the. litigant who testifies to the contradictory statements of Dr. Steffens? She was distinctly a party in interest, the active opponent of the will under consideration. She knew, presumably, the force of Dr. Steffens’ testimony, if favorable to the will. She visits him, armed with a witness, interrogates him and then interprets his replies. Where do interest and interpretation stand on such an issue? It is true that interest no longer excludes a witness. It is not true that interest plays no longer a part in rules regulating the weight of evidence. This is shown by the most recent cases selected at random. Berkowitz v. Schlanger, 70 Misc. Rep. 239; Rheinfeldt v. Dahlman, 19 id. 162. It was an old rule of the ecclesiastical courts to view the deductions of witnesses from facts with suspicion. Dillon v. Dillon, 3 Curt. 86. Presumably this was formerly the rule in the courts of the surrogates. Bias or interest of the witness is always considered in such a connection. Mrs. Mehnken wishes to break the will of her nephew. She has both an interest and a bias to interpret the conversation of-Dr. Steffens in a way not unfavorable to herself. In such a case it is material for the court to consider what support her evidence has. Cartwright v. Cartwright, 1 Phill. 90. This I have done; and, under all the circumstances, I am inclined to think that there is nothing in the testimony of Mrs. Mehnken which impeaches the testimony under oath of Dr. Steffens.
I come now to the consideration of the contestants’ charge of undue .influence exerted by some one over Charles Klinz
While the onus probandi in testamentary causes is frequently said to remain with proponents on all issues relating to the factum of a will, a charge of undue influence by contestants must be made out in this jurisdiction in the first instance by those who affirm it. Matter of Martin, 98 N. Y. 196; Matter of Bolles, 37 Misc. Rep. 567; Matter of Nelson, 97 App. Div. 217. I have searched the proofs in this cause for any adequate evidence tending to show any undue influence exerted over Charles Klinzner by any person concerned. The lawyer who wrote himself into the will did so in such a remote manner as to raise no presumption against the prior legatees or devisees named in the will. Even if the burden was on the lawyer to establish the fairness of the instrument propounded, that burden is I think, discharged in this cause. In fact, I find no evidence which would justify me in concluding that, at the time Charles Klinzner made his will, he was not a free agent and in full possession of a disposing mind.
As said in Matter of Martin, 98 N. Y. 197, “ The will is rational on its face.” That the contents of a testamentary paper may in this jurisdiction be looked into for evidence on an issue of undue influence has, I think, been established. Matter of Budlong, 126 N. Y. 423; Roche v. Nason, 185 id. 140. If we look at the contents of the paper purporting to be the will of Charles Klinzner, the provisions for those conceded to be the children of the testator are natural and “ rational on their face.” That he should provide also for their unfortunate mother, who had been the companion of his later life, was a human dictate which certainly does not import
To the contestants’ argument that this will overlooks those whom the law made the testator’s heirs and next of kin, and gives his patrimony to his unfortunate consort and their unfortunate children, little attention is, I think, due in this particular cause. Charles Klinzner’s situation was exceptional. His life was abnormal, and passed far from those the law made his heirs and legal kindred. His will ,is in precise accordance with the tenor of the testator’s entire life. The law does not permit me to set aside the will of the erring as a punishment for their moral errors. A surrogate has no such extended jurisdiction.
In view of the facts established in this proceeding, I feel constrained to pronounce for the will. My sentence, therefore, is that the paper writing propounded as the will of Charles Klinzner, deceased, is entitled to probate as the will of real and personal property of Charles Klinzner, deceased. Let such a decision and decree 'be submitted to me for my signature. The proponents and the guardians of the infants are entitled to costs out of the estate. I impose no further costs in this proceeding.
Decreed accordingly.