46 N.J. Eq. 193 | N.J. Super. Ct. App. Div. | 1889
The testator, Erazee Lee, died at his residence in Fanwood township, in Union county, on the 11th of August, 1888, at the age of eighty years. On the 9th of July in the same year he executed a paper, which is here offered for probate, as his last will and testament, and on the 21st day of the same month he executed another paper, which is offered as a codicil to that will.
The admission of these papers to probate is resisted upon the ground that at the times when they were respectively executed the testator did not possess testamentary capacity.
The principal contestants are two maternal uncles, who are testator’s next of kin; one of them, Ezra D. Hetfield, is ninety-three years of age, and the other, Daniel Hetfield, is ninety. Neither of them was sworn as a witness, and neither of them appears to have taken an active part in this contest. The other contestants are of the blood of the testator’s father, and claim an interest in the lands descended from him.
Frazee Lee never married. He had no sisters and only one brother, Daniel H. Lee, who died on July 8th, 1888, at the age of seventy-six years. The brothers lived with their parents until their father died, some thirty or more years ago, and then made their home on a farm with their mother until she died, in 1880. After that they lived together for the remainder of their lives, the younger, Daniel, dying a month before his brother. Their business ventures were, in the main, made jointly, and their property was held in common, even to a joint bank account. The most devoted and brotherly affection existed between them. By close economy and persistent industry, combined with business sagacity, they succeeded in amassing considerable fortunes. The relatives with whom they appear prin
William Hetfield lived upon a farm near them and was accustomed at times to render them little services which he calls chores. Mrs. House and Mrs. Garthwaithe at several times of sickness ■assisted them. It does not appear that these services were paid for or that payment for them was ever demanded. When Mrs. House became a widow, the brothers proposed to her that she should permanently reside with them, but she refused to do so. Early in life the testator became a member of the Scotch Plains Baptist Church, in which his mother was a communicant, but for many years previous to his death failed to attend it and was •delinquent in his duties to it. In 1883 a committee, termed a -disciplinary committee, was appointed to wait upon him. This •committee visited him several times. He represented to it that his health would not admit of his attendance upon church services, and at the same time gave it $20 for the church, and ¡agreed to thereafter contribute $5 towards each semi-annual payment of interest upon the church debt of $5,000. Eepeated applications to him for contributions to the church, because of his parsimony, evidently annoyed him. Yet his consideration for it seems to have been such that, instead of rudely refusing to give, he strove to excuse his refusals and to conciliate the church people by promises. To one of these people he said that he would remember the church when he died, if there was anything left. To another he said that he would keep what he had while he lived, and that when he was through with it the people of Scotch Plains church would be very much surprised. To yet another he gave as an excuse, that by strict economy he and his brother had gotten the little together, but it was going like the early dew and the morning cloud. When asked to remember the church when he made his will, he said that when he was done with his property it should be “judiciously invested.-” There
In the course of their business dealings the brothers had frequent occasion for the services of lawyers, and became the clients of Messrs. Jackson & Coddington, a law firm at Plainfield. The senior member of this firm, Mr. Jackson, for a number of years preceding their death, advised them in all their legal business and difficulties. Two or three years before they died they talked with him as to the disposition that the law would make of the property of one of them if he should die, and were advised that it would go to the survivor of them, and that they need not make wills unless they desired to make bequests or devises to others. After this advice they apparently dismissed the subject of will-making from their minds until the summer of 1888. In June of that year Daniel became seriously sick, and determined to make a will. Whether Frazee reached a similar conclusion does not distinctly appear, but the indications are
“June 25th, 1888.
"Ms. John H. Jackson
“Dear Sir — We desire you to call and see us between the hours of 2 and 6 p. M. to-morrow if you can conveniently. If not, as soon after as you can.
“F. and D. H. Lee.”
[Endorsed] — “ Confidentially to J. H. Jackson.”
This letter was delivered by Monroe B. Long, Daniel’s physician, to Mr. Coddington on the day it was written. On the following day, at three o’clock in the afternoon, Mr. Jackson drove out from Plainfield, a distance of three and a half miles, to see the Lees. He says that he found Daniel lying on a cot in the parlor of their house, and Frazee walking about the room. Frazee shook hands with him, and said that Daniel desired to make a will, and would give Mr. Jackson instructions. Daniel, who was evidently quite sick, sat up in his cot, and then got up and sat at the table with Mr. Jackson, and gave him instructions for the preparation of his will, which were duly noted in writing. The will was then drawn and read over to Daniel in Frazee’s presence, and then executed by Daniel, Doctor Long, who was there, and Mr. Jackson, being the witnesses to it. Frazee then said that he, also, would have his will drawn, and he then proceeded to give instructions, which were duly noted in writing. His will was then prepared and read to him in Daniel’s presence, and executed according to the statutory requirements, in the presence of Mr. Jackson and Doctor Long as witnesses. To Mr. Jackson both Daniel and Frazee appeared to be in full possession of their faculties. Alter the wills were completed and delivered to the brothers, Frazee asked the lawyer what the charge for his services was, and upon being told that it was $10, remonstrated, saying that he had drawn a good many wills himself ■and had never charged more than twenty-five cents, except upon one occasion, when he had been required to redraft the will three ■or four times, and then his charge had only been a dollar. He -also inquired about the collection of some interest money that was due to him, and was told that Mr. Coddington had it, and
By his will thus made, Daniel gave $5,000 to a namesake, Daniel Lee Bonnell; $1,250 to Sarah House • $1,250 to Hettie M. Garthwaithe; $500 to William Hetfield; $500 to Henry Hetfield; $250 to Thomas Lee; $500 to the Scotch Plains Baptist Church, to be applied to the payment of its debt, and the-residue of his estate to his brother Frazee. Frazee, by his will, gave $5,000 to Frazee Lee Bonnell, who was named for him; $500 to Sarah House; $500 to Hettie M. Garthwaithe; $500 to William Hetfield; $500 to Henry Hetfield; $250 to Thomas-Lee • $1,000 to the Scotch Plains Baptist Church, to be applied t-o the payment of its debt, and the residue of his estate to his brother Daniel, with the proviso that if Daniel, Avho was then in a much more precarious condition of health than he, should die before him, the residue of the estate should go to the Scotch, Plains Baptist Church. Frazee Lee, William Hetfield and Sarah House were named as the executors of Daniel’s will, and Daniel Lee, William Hetfield and Sarah House were appointed executors of Frazee’s will. The brothers’ estates are jointly valued at about $190,000, and separately are nearly equal in-value. Daniel died on July the 8th, 1888, and the next day the-will now disputed was made. In effect it differs from the will of June 26th only in the provision by which John H. Jackson is named as executor in the place of Daniel Lee. The disputed codicil was made on July 21st, 1888, and its only effect is to-appoint Doctor Long as an additional executor and to re-affirm and republish the will of July the 9th.
The object of the contestants undoubtedly is to set aside all three of these testaments, and thus destroy the bequest of the-great bulk of the estate to the Scotch Plains church, although at this time the contest is necessarily confined to the two instruments offered for probate — the last will and the codicil to it. If the will of June 26th should be sustained, all that would be gained by setting aside the instruments now assailed would be to-
The sole ground of contest is the alleged incapacity of Erazee Lee to make the instruments in question. It is contended that for a long time he had been intemperate in the use of intoxicants, that his long-continued and excessive indulgence in them had impaired his mental and physical faculties, and that this mental impairment, together with actual intoxication at the very times when the instruments were made, destroyed his testamentary capacity. The bequest to the church, it is insisted, was the outcome of a religious mania to which he was subject when under the immediate influence of intoxication.
I am entirely satisfied by the voluminous proofs that the testator habitually used spirituous liquors, and at times so immoderately that he became intoxicated. But the testimony does not satisfy me thát he was an habitual drunkard, or that by continued and excessive indulgence his faculties were impaired to the extent claimed. It has been very clearly shown that for five years before his death he suffered with disease of the heart which is known as angina pectoris, so named from a sense of suffocating contraction or tightening of the chest over the sternum, which causes anguish and fear of sudden death. The disease is marked by sudden attacks of severe pain and fainting sensations. The paroxysms come on unexpectedly after irregular intervals. As the disease continues, the patient’s respiration in the intervals between the paroxysms becomes labored, and he not unnaturally seeks temporary relief, not only in stimulants, but also in various and at times ridiculous postures of the body.
Viewing the testimony as to the testator’s frequent intoxication in the light of this description of the disease from which he suffered, it becomes at once questionable whether many of the witnesses produced to prove instances of drunkenness may not have mistaken the heart trouble for intoxication. But, however this may be, there is abundant evidence to establish that fixed mental disease did not supervene from the testator’s frequent or occasional inebriety.
It cannot be said, in the face of all the evidence of this character, that the testator lacked mental capacity, when sober, to efficiently and intelligently transact business.
It is clear that permanent insanity or incapacity was not induced by the testator’s habits. It is established that inebriety, although long-continued and resulting occasionally in temporary insanity, does not require proof of lucid intervals to give validity to the acts of a drunkard, as is required where general insanity is proved. Consequently, where habitual intoxication is shown, there will be no presumption that there was incapacitating drunk
It may be stated as the established rule in this State, that the capacity requisite for a testamentary act is that the testator can comprehend the property he is about to dispose of, the natural or other 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. Den v. Van Cleve, 2 South. *589, *662; Stephens v. Van Cleve, 4 Wash. C. C. 262; Stackhouse v. Horton, 2 McCart. 205; Boylan v. Meeker, 4 Dutch. 277; Rusling v. Rusling, 9 Stew. Eq. 607; Stoutenburg v. Hopkins, 16 Stew. Eq. 577; Waddington v. Buzby, 18 Stew. Eq. 173.
It is, then, necessary to determine, as a question of fact, whether the proofs show that, at the times of the execution of the disputed papers, Frazee Lee did not possess testamentary capacity. In such an inquiry, the court must weigh the testimony of the witnesses produced, and give to each the credit to which he or she may be entitled. The interest, intelligence, ignorance or bias of witnesses, the influences to which they may be subjected, their opportunities for observation, their memory, and the like, are conditions to be weighed in reaching a just conclusion as to the credit which is due to them. While the court will expect material assistance from the attesting witnesses, upon the law’s theory that they are placed around the testator to protect him from fraud and to ascertain and judge of his capacity, it cannot place reliance upon their testimony without subjecting it to all tests of credibility. “ Our experience,” says Chancellor Williamson, in Garrison v. Garrison’s Exrs., 2 McCart. 269, “ in these matters, is sufficient to satisfy us that the subscribing witnesses seldom or ever take any pains to ascertain the capacity of the testator, and are generally
In examining the testimony as to the condition of the testator at the times when he executed the wills and codicil in this case, •I will first regard that which is directed to the will of June 26th, not for the purpose of determining whether that will should be admitted to probate, for that issue is not before me, but to see whether it indicates a testamentary intention antedating the making of the disputed instruments.
It has been urged, with considerable force, that the court should suspiciously scrutinize a testament by which the bulk of a large estate is given to religious purposes Upon the eve of the testator’s life, and when the prospect of immediate dissolution is before him.
In England, and in some parts of this country, such testaments have been prohibited by statute, and it is insisted that the reasons
The testimony as to the execution of this will I think affirmatively shows ample testamentary capacity. The testator’s shrewdness, when the charge of $10 was mentioned, and the consideration and memory which he evinced by his inquiries as to
This will was not inconsonant with the testator’s natural and moral duties. He had none but collateral kindred, and of those but three appear to have paid him attention, and those three were substantially remembered in the will. To William Hetfield he gave $500 in addition to the $500 that had been given to him by Daniel, and to Mrs. Garthwaithe and Mrs. House he gave $500 each in addition to $1,250 that Daniel gave to each of them. He also remembered a namesake, Erazee Lee Bounell, by providing for him a large legacy, and he was not unmindful of Henry Hetfield and Thomas Lee, two others of his kinsmen. To ■one of the witnesses he gave a reason for the amount of his bequest to Mrs. House by saying that she had no children and that he considered his bequest to her an ample one. It is said that his gifts to these relatives should have been more generous; ■but the testator made the will, and he had the right to determine how far his generosity to them should extend. The important circumstance no'w is the fact that he remembered them, •and exercised his judgment and will with respect to them. If we go into a calculation of how much they were entitled to for their services to the testator, it will appear that, at liberal rates, they would each have been more than doubly paid for all services that the evidence shows they ever rendered him.
Taking the will of June 26th, then, as a valid testamentary act, we come to the will of July 9th, with the knowledge that within, two weeks the testator had solemnly declared an intention which is not inconsistent with that which is expressed in the instrument of July 9th — a fact that apparently militates against the theory suggested by the caveators, that the instrument was made under the pressure of “an imaginary duty or a baseless religious dream.” It appears that upon the 2d of July the testator became so seriously ill as to require Doctor Long’s constant care. What the precise ailment then was has been one of the
On Sunday evening, the 8th of July, as Mr. Jackson was driving past the house in which the Lees lived, he stopped to inquire how they were. He saw William Hetfield in the yard, and asked if he could see the brothers, and as he entered the kitchen was directed by Mrs. Garthwaithe to the parlor. Frazee was not there, but Daniel lay upon his cot. When he went up to Daniel, Mr. Jackson discovered that he was dead. Mrs. Garthwaithe and William Hetfield were called, and Hetfield called Frazee Lee. When Frazee came in he tried to arouse his brother, and called, “ Daniel! Daniel! ” and getting no response said, “ Daniel’s gone.” Mr. Jackson says that the testator was much affected by grief at this time, but that he appeared to be entirely sober and mentally sound. Before Jackson left he asked Frazee what undertaker he would have, and Frazee answered, “ Mr. Ryno, of Rahway. He buried my mother, and I would prefer to have him bury Daniel.” As to this occurrence, there is no material contradiction among the witnesses. William Het
Mrs. Garthwaithe does not attempt to detail the circumstances which attended the making of this will. Mrs. House, in substance, corroborates William Hetfield. She says that after Hetfield left the room she went back and forth during the making of the will and gave Frazee the whiskey bottle, which he called for three times, and put to his mouth. Mrs. House, William Hetfield and Mrs. Garthwaithe testify that the next night the testator was again in delirium. On Tuesday, the 10th of July, he was so much better that he took nourishment. Speaking of Tuesday, William Cleaver, whose wife is related to the testator, says that Frazee was very weak, he thinks too weak to make a will, but he shook hands with the witness and his wife and said, “How do you do? I must lie down.” After that he heard Frazee moan, as if in pain. On Wednesday, the day of Daniel’s funeral, Mr. Parks, the pastor of the Scotch Plains church, came to the house, and, before the funeral services, went into Frazee’s
' As to the execution of the disputed codicil, Mr. Coddington says, that on the morning of July 21st, Doctor Long called at his office and stated that Mr. Lee desired to see him, if Mr. Jackson had not returned from Kentucky, and the witness drove out to Lee’s house with the doctor. When he entered the testator’s room Frazee was lying down, but he spoke to the witness and shook hands with him, and asked if Mr. Jackson had returned yet. He then spoke about the death of his brother Daniel, and after some conversation upon that subject, asked if the witness had his will and would read it. Mr. Coddington then read the will of July 9th aloud, and when he came to the bequest to Frazee Lee Bonnell, read $500 for $5,000, and the testator immediately stopped him, saying, “ What is that ? ” and the witness corrected his mistake. When the reading was finished, Frazee asked for Daniel’s will, and upon the witness replying that he did not have it, Frazee said, “ I am uncertain as to the amount that Daniel left to Thomas Lee in his will, and I would like to know that amount.” The witness then returned to his office in Plainfield and got Daniel’s will in his safe, and in the afternoon returned to the testator and read that will over to him, and then read the testator’s own will to him again. After the wills were read, the testator stated that the bequest to Thomas Lee was as he remembered it. Pie added that he had been thinking of appointing another executor, and desired to know if it could be done without affecting the will, and upon being assured that it could be done by codicil without impairing the validity of the will, he said “ William Hetfield is a dear friend
This is substantially-all the testimony bearing upon the execution of the will of July 9th, and the codicil of July 21st. It is apparent from it that -the testimony of the witnesses can with •difficulty be reconciled, and it becomes necessary, if none of the testimony is to be rejected as unworthy of belief, that it shall at least be read in the light of the interest that the witnesses have in the event of this controversy.
If the wills and codicil should be set aside, the aged fathers •of Sarah House and William Hetfield will divide the entire personal estate, valued at about $90,000, between them, and share largely in the real estate, which is worth $100,000 more, and, in the course of nature, Sarah and William must very soon profit by their fathers’ success. Mrs. Garthwaithe is less interested in the event of the controversy. That which she may expect to gain by the rejection of the will is limited to a portion of the testator’s real estate. Mr. Jackson and Doctor Long have pecuniary interest to the extent of their commissions as executors, and Mr. Coddington is said to be influenced in his testimony by the fact that he is engaged as counsel for the proponents in this' contest. With the exception of Thoms and Soden, these are the only witnesses who tell of the testator’s condition at the very times when the disputed papers were made.
Messrs. Jackson, Long and Coddington are all professional gentlemen of excellent repute and standing. I can hardly conceive that they would deliberately perjure themselves under any circumstances, much less under those here existing. They gave the business in which the testator was engaged their undivided
The natural appearauce of the testator’s signatures to the disputed papers must have an important- place in this consideration,, when it is remembered that the contestants would have it believed that when they were made he was suffering with delirium tremens, and that his hand constantly trembled. Upon comparison of the signature to this will and codicil with the testator’s usual signature, I fail to note that they lack in either-strength or character. The only weakness to be detected in-them is in an evident ineffectual effort to start them, but that misfortune frequently is attributable to the pen, or the way in-which the pen is charged with ink. The evidence here discloses-that when the codicil was signed the ink did not flow freely from-the pen, and that Mr. Coddington was obliged to recharge it. It was most natural and proper that Mr..Jackson, who perhaps knew more about the testator’s business than any other living-man, should be made an executor in the place of the dead brother,, and it was not amiss that Doctor Long should also be given a place in the administration of the estate, if William ITet-field, by his intemperance, had forfeited the testator’s full confidence.. The evidence indicates that this charge of intemperance may not hav.e been without foundation. Hetfield himself admits that a-short time before the testator died he was locked up for drunkenness, and that at the time of Frazee’s death he was in a liquor-saloon at Plainfield.
It is noticeable, from the testimony as to the occurrences on-the 9th of July, 1888, the day when the disputed will was made,, that as the day advanced the testator gradually became stronger- and more rational. Very early in the morning his mind
On the 18th of July, three days before the codicil was made, the testator had a long business interview with Charles A. Smith, at which he gave every evidence of capacity. About that time-he expressed a desire to see Mr. Jackson, who was in Kentucky.. On the 21st, not longer waiting for Mr. Jackson, he sent for Mr. Coddington, and made the codicil. On the 23d, two days after the codicil was executed, his condition was such that William Hetfield and Mrs. House did not refuse to join with him in a petition for the admission of Daniel’s will to probate, or to join with him in an affidavit verifying that petition, and in the oath of the executors of Daniel’s will, when that oath was administered, and the surrogate did not refuse to twice swear him and to issue letters testamentary to him.
In giving credence to the testimony of Messrs. Jackson, Coddington and Long, I do not necessarily entirely discredit Mrs. House, Mrs. Garthwaithe and William Hetfield. They are comparatively poor. The rejection of the papers in dispute and the will of June 26th will materially change their conditions in life, hence their interest is apt to influence them, unconsciously perhaps, to color circumstances that favor their contention and to
The burden of proof is with the contestants, and they have not successfully borne it.
In reaching this conclusion, I have not lost sight of the fact that Mr. Jackson was the confidential adviser of the testator and the draftsman of the will that made him an executor, and that Doctor Long was the testator’s physician, and present when the codicil which appointed him an executor was prepared. Such facts are well recognized by the authorities as indicia of undue influence, and they have not escaped my attention and careful-scrutiny. I think that they have been fully and satisfactorily explained.
I will admit the will and codicil to probate.