27 N.Y.S. 235 | N.Y. Sur. Ct. | 1894
Hester Way, a widow aged about sixty-three years, possessed of property, mostly personal, of the value of about §12,000, died, after a lingering illness from pneumonia, at Speigletown in the town of Lansingburgh, in this county, on the 12th day of May, 1891. She left her surviving one brother, William Rufus Weatherwax, whose wife Laura was the draughtsman and proponent of the “ brown paper will,” and sisters, viz.: Sarah Van Olinda, Mary Purdy, Margaret Strunk and Catharine Button, and nephews and nieces, children of two deceased sisters. Mrs. Way’s husband, Ira Way,
Mrs. Hopkins testified as to her condition : “ She was very sick and talked but little. The least talk excited her, and there was nothing said to her.”
On the sixteenth of April, after Mrs. Way had been ill about a week, Mrs. Laura Weatlierwax, having accidentally learned of the illness of Mrs. Way on that day, came to see her. She arrived in the evening between five and six o’clock. She found at the house Mary Jones, the housekeeper, wjio had been with Mrs. Way twenty-five to thirty years, Mrs. Hopkins, the nurse, Miss Minnie Filkin, a niece. Mrs. Margaret A. Strunk, a sister of the deceased, arrived there shortly after Mrs. Weatlierwax. Mrs. Weatlierwax and Mrs. Strunk sat up with the deceased that night, commencing about nine o’clock, and remained with her until about seven o’clock in the morning. The deceased was lying in a small bedroom adjoining the dining room and the sitting room, a door from both of which opened into this bedroom. Her attendants were accustomed to sit near the door in one or the other of these rooms during their- attendance upon her.
Mrs. Laura Weather wax testifies that shortly after her arrival she was informed by the deceased that she desired her to do some writing for her; that she wanted to make her will; that she had nothing fixed satisfactory to her. She further testifies' that about nine o’clock, after all had retired except herself and Mrs. Strunk, she went into the bedroom and off and on during a great portion of the night took dictations
“Explaining Memorandum.
“ Speigletown, April 16, 1891.
“We reached here about 6 o’clock and find that Hester Way had been very sick for one week, and it is only by accident we heard of it. We came over as soon as it was possible for us to do so. I scolded Mary Jones for not letting her friends know of her being sick. * * * I asked, haven’t you got every thing fixed as you want it, and your will made ? Hester says, I have nothing fixed as I want it.” *
After considerable more in this vein, Mrs. Way urging her "to prepare a will, and Mrs. Weatherwax suggesting that she .should have a lawyer, the' instrument continues: “ I want .someone to look after the ground” (meaning the burying ground). “ If Danny, Peter and Jenny will see to it, I will .give them éach $200.” Then follows what covers about six i sheets of typewritten law cap, as copied from the “ brown paper.” By this instrument her husband, Rufus Weather-wax, is given $4,000 (the precise amount of a note held by .Mrs. Way against him), and her son Peter property worth :abont $1,500, nearly one-half of the property being thus given to the husband and son of the draughtsman (they took nothing by the former will and codicil). The instrument concludes as follows:
“ If Rufus comes after you, it must be signed before you ;go, and be sure to have Jennie around when Mary is out of the way to the store or for water. I know what is in it, and don’t read it over again, and you must both see me sign it, for I*489 declare this to be my last will and testament, and if I never get well or able to have it done by someone else; and now, this 27th day of April, 1891, I, Laura A. Weatherwax, will finish it rip, and Jenny Pelkey will both of us sign it in presence of Hester Way as witnesses with her orders in the town of Lansingburgh, Rensselaer county, N. Y.
“ (Signed) ' HESTER WAY.
“ Laura A. Weatherwax.
“ Jennie A. Pelkey.”
The earlier will, which was made in September, 1885; and re-executed by her codicil in October, 1890, a few months before her last illness, was drawn by R. B. Stiles, a lawyer, of Lansingburgh; its execution, and that of the codicil, was duly proven, and her competency to make them was unchallenged. No member of the Weatherwax family is mentioned in that will, except Peter Weatherwax, son of William Rufus and Laura, who is given the sum of $1,000. By her codicil of October 16, 1890, she revokes this bequest to Peter Weatherwax.
A large amount of testimony was taken upon the trial both in support of the “ brown paper will ” and of the allegations filed against it.
In support of the first ground of objection to the admission of the “ brown paper will ” to probate, the contestants produced evidence tending to show that the instrument was a forgery. Two gentlemen of large experience in the examination of handwritings and signatures, Dr. R. H. Ward and William E. Hagen, who have made the subject a study for many years, and been frequently called to testify in important contests respecting genuine and simulated signatures, testified that they had examined the signature of Mrs. Way to the instrument in question in connection with her genuine signature, and expressed the opinion that it was simulated. On the other hand, cashiers and tellers of several banks in this city were called, who examined the signature in connection with the
The contestants, in support of their claim that the instrument is a forgery, insist: First, that there was lack of opportunity to prepare it; second, that the testatrix did not desire or intend to make any change in the former testamentary disposition of her property ; third, that the conduct of Laura Weatherwax, after the death of Mrs. Way, is inconsistent with her statement that such an instrument had been executed by the deceased and was in her possession ; fourth, that there is positive proof that the instrument was made" long after the death of Mrs. Way. ■
It will not be necessary for me to discuss at length the testimony given in support and contradiction of these several positions. But a brief examination of the more important.
Upon the question of opportunity, which was regarded by the contestants, and also by the proponent of the “ brown paper will,” as very important, a large amount of testimony was taken. It is conceded by the proponent of the “ brown paper will ” that there was a large amount of dictation and considerable time was taken, for it covers, as I have before stated, both sides of a large sheet of wrapping paper, and makes seven and a half pages of type-written legal cap. Mrs. Weatherwax states that she spent most of the first night in preparing the first half of the instrument; that she took it from time to time as Mrs. Way was able to talk until that amount had been taken upon the slips of paper. Mrs. Strunk and Mrs. Weatherwax, it will be remembered, sat up with the sick woman that night. Mrs. Strunk testifies that Mrs. Weatherwax was not in the deceased’s bedroom except in company with her except upon one occasion, and then for not longer than three minutes. She testifies that she did not sleep any that night, and that there was no talking by Mrs. Way or writing by Mrs. Weatherwax during the night. Mrs-. Weatherwax, on the other hand, testifies that Mrs. Strunk was in the sitting room or parlor, lying upon the sofa or reading newspapers, Worlds and Journals, about eight or ten feet away, during the night while she was taking this dictation. The story'of one of these witnesses is obviously untrue. Concededly, the deceased was very feeble, and Mrs. Weatherwax herself testifies that it required the help of both to give her-medicines and wait upon her during the night. The nurse, who attended her during the day, testifies: “ I never saw a. person more feeble ; I thought she wouldn’t live from one day to another ; she didn’t seem to notice anything in the room or make any observation, or to want anything.”
Mrs. Lester, the last nurse, arrived on the twenty-fourth of April. She says she recollects well Mrs. Pelkey’s coming over with her father on the morning of the twenty-seventh. She-never had seen her before. Mrs. Lester says she was with the
Upon the next question, as to whether the testatrix desired to change the testamentary disposition which she had formerly made of her property, considerable uncontradicted evidence was taken. Dr. Magee testifies that upon the third day of her last illness he said to her in substance that she was a “ very .sick woman,” and asked her “ if she had her will fixed as she wanted it.” She said, “ I have; I fixed that last fall when I was in Lansingburgh.” At the time Mrs. Way was in Lansingburgh, the fall of 1890, she stated to Mrs. Strunk (a .sister), so she testifies, as follows: “ They (Mr. and . Mrs. Weatherwax) both abused me and they have got all they will ■ever get out of me.”
Mary Purdy (another sister) says that on the 7th of April, 1891, a couple of days before Mrs. Way was taken ill, she .stayed at her house over night, and in conversation with her
Mrs. Button (another sister) testifies that on the twenty-eighth of April, the day after the alleged “ brown paper will ” is alleged to have been made and executed, deceased told her she had had her will made; said she “ made it about six years before,” and added, “I haven’t willed Peter anything, nor Rufus anything, nor neither of his family. I made a little change in it last fall at Mr. Stiles’ office when I was at Mrs. Strunk’s. I suppose they will be very mad about it, but I wouldn’t be here to know it.”
This testimony is perhaps more strictly applicable to the issue of fraud or undue influence. But it seems to me it is entitled to some weight upon the issue of the factum of the will when it is so greatly involved-in doubt. If this testimony is credited, it tends strongly to support the claim that the testatrix never had the disposition that would warrant the inference that the “ brown paper will ” emanated from her mind.
Another consideration urged with great force by the contestants of the “ brown paper will,” is that the conduct of the draughtsman and proponent of that instrument, after the death of Mrs. Way, was entirely inconsistent with her statement of the production and her possession of the instrument. It appears that on the day after the funeral of the deceased, Mr. John See, the executor named in the will and codicil, called at the house of the deceased, and in the presence of Mrs. Weatkerwax, her husband, Rufus Weatkerwax, Mrs. Strunk and Mrs. Button, sisters of the deceased, asked Mrs. Jones (the housekeeper) for the papers of the deceased, stating that there was a will and he was the executor named therein. Thereupon Mrs. Jones went in the bedroom and
It appears Mr. and Mrs. Weatherwax called upon Mrs. Strunk in June (Mrs." Way having died on the twelfth of May). • At that time something was said about the will, and Mr. Weatherwax said: “ If we all join together, I think I can break it all to pieces.” This was after the citations were out for the proof of the first will. Mrs. Strunk replied: “ I haven’t got any money to spend in law.” When Mrs. Weatherwax got up to go, she said to Mrs. Strunk: “You know we sat up that night, and you might have been asleep.” Nothing was said by Mrs. Weatherwax about her having a will at that time. It is certainly a very extraordinary fact that Mrs. Weatherwax should not have disclosed the existence of this will, even to her husband, until a week after the funeral, and not to her husband’s sister, who lived at Lansingburgh, until some time in June. Indeed, her whole conduct after the death of Mrs. Way is difficult to explain consistently with the fact that she believed that she had in her possession the last will of deceased.
The final ground urged against the factum of the will is that there is proof positive that the will was fabricated by Mrs. Weatherwax weeks after the death of Mrs. Way. The testimony of one Flora Williamson is relied upon in part to establish this fact.- She testified in substance that she was a servant living in the family of Eufus Weatherwax. That after the funeral of Mrs. Way, some time in June, she saw Mrs. Weatherwax and her daughter, Jennie Eelkey, upstairs with a paper corresponding to the “ brown paper willin court, which she saw had a hole in it, as appears in the will, .and upon which she saw the word “ Hester ” written near the top. She says three or four lines only had been written on the instrument when she saw it. She subsequently saw it under the table cloth on the table. Witness testified that she heard Mrs. Eelkey complain to her mother that she was not getting her share; she thought she should have as much as .her brother Eeter.
All this is, of course, denied by Mrs. Weatherwax and by
It must be conceded that this testimony alone lacks conclusiveness and falls short of establishing the charge. But it seems to me that this testimony is supported rather than contradicted by the subsequent explanation of Mrs. Weatlierwax, that while she did have a sheet of “ brown paper ” similar to-the one in question, upon which she was writing at her house while Miss Williamson was there, her object in writing upon it was to prepare a copy of the will for her sister-in-law, Mrs. Purdy, who lived at Cornell, IN". Y., who had sent to her for a. copy in July. She says she was writing from memory and. putting it upon “brown paper ” because she wanted to make it as near like the original as possible; that she wrote four or five pages or folds of the sheet, and then, having become dissatisfied with it, destroyed it, and subsequently sent to a store, which was near by, and got some white paper and made a copy from the typewritten copy of the “brown paper will,” furnished her from Mr. Doyle’s office, and sent it to her sister-in-law.
But there is to my mind other evidence in the case which is not disputed which tends strongly to support the charge that this instrument was not in existence at the death of Mrs. Way. It is contained in a letter dated June 21,1891, written by Mrs. Weatherwax to her sister-in-law, Mrs. Purdy. The material portion is as follows:
“ Crescent, June 21, 1891.
“Dear Folks.—We have not seen Mag (Mrs. Margaret Strunk) or Kate (Mrs. Catharine Button) since you were there*497 (Mrs. Purdy was at the deceased’s funeral), and have not been to Speigletown since. John See brought the citations here, but Rufus did not ask a question. Sarah (Mrs. See) says that Kate (Mrs. Button) told her that Het (Mrs. Way) asked to have a lawyer sent for, but Mary Jones said, Hester, tut, you don’t want any lawyer, and she said no more. Did Kate tell you, and if she did, how long was it before Hester died ? I was there all the last week before she died. I heard nothing of it, although she might have said it, and I think she did, from all Hester said to me; but I don’t think Kate done tight to let it drop because Mary banged at her. If Kate had told me I wouldn’t have dropped it until he was sent for. Rufus thinks if the will holds good everything will be sold to the highest bidder, but he thinks he can find cause to raise objections that will make a postponement so it can’t be finished the 7th of July (the return day of the citation). I believe Hester knew but very little, if any, what the will contained. There is one little bit of it that makes John See and Mary Jones ashamed; that is, to sell all her things and underclothes, too. But Ruf declares if they do sell anything she gave away they must sell all. I hope you will be able to come up if it is necessary. Write and tell us all that Kate told you about what Het said to her before she died. * * *
“LAURA.”
The statements contained in this letter, to my mind, are utterly inconsistent with the existence and possession of the instrument in question by the writer upon the day the letter bears date. She is writing to her sister-in-law, whom, from the other testimony in the case, it appears she supposed to be in entire sympathy with her. She reproduces her husband’s threats of a contest, queries in substance whether anybody had heard the deceased say during her illness that she wanted to make a -will, or was dissatisfied with her former will, and states that she had heard nothing of it, but if she had she would not have let it drop. All this, coupled with the other fact that at that time (June twenty-first) neither her husband nor Kate (Mrs. Strunk), his sister, had been informed of the alleged
But it is not necessary to determine that question absolutely in this case. It is sufficient to say that the gravest doubt arises from the evidence in regard to the genuineness of the alleged will. And in such a case I am admonished by the statute that it is my duty to refuse probate of the will. Code, section 2622, provides: “Before admitting a will to probate the surrogate must inquire particularly into all the facts and circumstances, and must be satisfied of the genuineness of the will and the validity of its execution.”
This doctrine has also been frequently approved by the highest court in this state. In the case of Delafield v. Parish, 25 N. Y. 35, the court says: “ It is not the duty of the court to strain after probate, nor in any case to grant it where grave doubts remain unremoved and great difficulties oppose themselves to so doing.”
And it has been further held by the same court upon the question of the burden of proof: “ A party who offers an instrument for probate as a will must show satisfactorily that it is the will of the alleged testator, and upon this question he has the burden of proof. If he fails to satisfy the court that the instrument speaks the language and contains the will of the testator probate must be refused.” Rollwagen v. Rollwagen, 63 N. Y. 517.
Another ground is urged by the contestants of the later instrument for its rejection, namely, that if it shall be held that the signature to the instrument is genuine, and that it was executed with all due formalities, still it must be further shown by the proponent in tiffs case that the mind of the testatrix acqompanied the act, which, it is insisted, does not appear. I will consider this defence briefly, since much reliance has been placed by the proponent upon the evidence produced of the genuineness of the signature of Mrs. Way to the instrument in question.
Ooncededly, the will was drawn by one greatly interested,
Under these circumstances the rule is invoked by the contestants, that where it is sought to establish a later will and overthrow a prior one —- the prior will made when the testator was in health, and under circumstances of deliberation and care, and which is free from all suspicion; the later will made when in feeble health and in hostility to the provisions of the prior one—such prior will must prevail unless the subsequent will is so fully proven to speak the testator’s intention as to leave no doubt in the mind of the court on the subject. Delafield v. Parish, 25 N. Y. 35; Tyler v. Gardiner, 35 id. 559 ; Rollwagen v. Rollwagen, 63 id. 518; Weir v. Fitzgerald, 2 Bradf. 42. ”
The question of costs is largely in the discretion of the-surrogate, and it is his duty to allow costs to the executor named in the will, who has in good faith and in pursuance of the duty cast upon him by the testator and by the law presented the will for probate, even though the same may be rejected. But in this case, while I might allow costs against, I certainly could not consistently with the views which I entertain and have expressed allow costs to, the proponent of the “ brown paper will.” ÍTo costs will, therefore, be allowed her, but costs will be allowed to the executor of the will of October, 1885, payable out of the qstate.
Let findings be prepared and a decree be drawn admitting the will of 1885 and codicil of 1890 to probate, and refusing probate of the “ brown paper will ” of the date of April. 27, 1891.