35 N.J. Eq. 446 | N.J. Super. Ct. App. Div. | 1882
These appeals bring up for consideration a decree of the Morris county orphans court, admitting to probate the will of Miss Harriet Hoff, deceased, late of that county, and two codicils thereto, and they bring up also so much of a subsequent decree of that court as orders the payment of the costs, and a counsel fee of $1,500 to the counsel of the caveators out of the estate. The testatrix died on the 31st of December, 1879, at her residence at Mount Pleasant, in that county. At the time of her death she was over eighty-seven years old. The will was made on the 14th of December, 1875 ; the first codicil October 23d, 1876, and the last April 23d, 1878.
Caveats to the admission of the will and codicils to probate were filed, and the orphans court) on application under the statute, ordered an issue, which was tried in the circuit court of Morris county. It resulted in a verdict in favor of the will and codicils, whereupon the orphans court made its decree in accordance therewith, admitting the instruments to probate, and ordering that the costs and a counsel fee of $1,500 to the caveators’ counsel be paid out of the estate. From those decrees appeals wrere taken to this court; from the former by the caveators, and from the latter by the proponents. The testimony in the circuit court was taken stenographically. On the hearing, the respondents moved to dismiss the appeal, on the ground that the verdict of the jury, and the decree of the orphans court thereon, are conclusive as to the merits of the controversy, and that therefore no appeal lies. The constitution guarantees to all persons aggrieved by any order, sentence or decree of the orphans court an appeal to this court. Const. Art. VI. § 4 ¶ 3. And the legislature has, by statute, provided for such appeal, limiting the time for the exercise of the right. Rev. p. 791 § 176. The statute which provides for an issue for the trial of the question of the validity of a will, does not and cannot take away the right of appeal secured by the constitution; and on appeal the issue is to be retried here as fully as if the decree appealed from were based on the finding of the orphans court itself. Rusling v. Rusling, 8 Stew. Eq. 120.
“ While I do not intend to forbid the sale^of the lands, tenements, hereditaments and real estate herein devised to said Samuel S. Beach, or any part thereof, I prefer that no part thereof should be sold during his life, but that the whole should go to his children in such manner as he may by will direct, or as the same might descend should he die without a will; my desire being that my debts and funeral expenses, and the legacies and annuities hereinbefore provided for, shall be paid out of my personal estate, and the rents, issues and profits of the real estate devised to said Samuel S. Beach, without any sale of the real estate for that purpose; but having full confidence in the judgment of said Samuel S. Beach, and believing that he will have due regard to my known wishes, I leave him absolutely free in every respect to dispose at any time, without limitation, condition or restriction, of the estate, real, personal and mixed, herein devised and bequeathed to him, by sale or otherwise, as he may see fit; subject however to the payment of the legacies and annuities hereinbefore given and bequeathed.”
“ Bor the purpose of enabling my executors to raise and provide the money necessary for the payment of the legacies hereinbefore bequeathed, and for the creation of such funds as may be necessary to secure a support and maintenance for those to whose support my executors are directed to apply the income of the sums hereinbefore directed to be invested for such purposes, I authorize and direct my executors, afcer applying all such money, securities, or other personal property as I have not already in this will specifically disposed of, to the payment of said legacies or the creation of such funds or investments, to apply the rents, issues and profits of my real estate to the same purposes, giving them full power to collect such rents, issues and profits until such purposes shall be fully served; and if my said executors shall not be able, out of said personal property or estate, and out of said rents, issues and profits, to provide for the payment of said legacies at the time they shall become payable and the investments of said funds, my will is that the time of payment of all such legacies as I have heretofore in this will directed to be paid within five years after my death, shall be postponed three years ; so that none of said legacies shall be payable at the discretion of my executors, until eight years after my death ; but my executors shall not have power to sell any part of my real estate herein devised to my said nephew, Samuel S. Beach, for the purpose of paying said legacies, or providing for said investments. I order and direct that my debts and the expenses of settling my estate, shall he paid out of my personal estate, if sufficient for that purpose, before the payment of any of the legacies hereinbefore bequeathed.”
The twentieth clause provides that should any of the legatees, except James Smith, present or bring any claim, bill or demand of any kind whatsoever against her estate, or those of her brother Joseph and sister Mary Ann, or by litigation or urging the sale or division of the real estate which such legatee might own in common with her, hinder, embarrass or interfere with the settlement of her estate or diminish its amount, such legatee shall forfeit the benefit of any provision made in the will for or to him or her, and the legacy given to him or her shall be divided among the other persons named in the will as legatees, and Samuel S. Beach, her residuary legatee and devisee, in equal proportions. The twenty-first clause provides for the substitution of children for deceased legatees, and -declares that the term “ annuities ” is used merely to designate the provision made in the will for the investment of money for the support of per
The first codicil, after reciting that she had by the will made the bequests therein contained, and had devised the residue of her estate to Samuel S. Beach, charged with the payment of the legacies and annuities, and that by reason of the general depression in business, the residue might be burdened by such charge to such an extent as to embarrass him in providing for the payment of the legacies and annuities, orders and directs that all the pecuniary legacies, including what are called annuities in the will, except those to Charlotte Kinney, Samuel S. Beach and James Smith, abate to the extent of one-fourth of their amount for the benefit of the residue. In other respects it confirms the will.
The second codicil provides that in view of the fact that Charlotte Kinney had married since the making of the will, the whole of the interest of the $7,000 to be invested for her shall be paid over to her and no part thereof be retained, and also that the executors may expend such part of the principal as they may think necessary for her comfortable support. It also provides that if Charlotte should die without issue, the $7,000 shall be divided just as it would have been had the testatrix outlived her and died intestate, excluding Samuel S. Beach from the distributees on the ground that he has been otherwise provided for; and that Charles and John Kinney’s shares are not to be paid to them, but are to be managed and disposed of as she had ordered in the provision made for them respectively by the will. It provides also that interest on the $7,000 shall not begin until the end of one year from the death of the testatrix. It makes
The testatrix was one of a family of seven children, of whom two sons, Charles and Joseph, and two daughters, Mary Ann and Harriet, lived unmarried. Charles died first. Joseph died in 1871 and Mary Ann in 1872. All the property of Mary Ann came to the testatrix. The testatrix's property after death consisted of her homestead (a farm containing about sixty acres of arable land, the rest woodland), a large tract of other woodland and also some smaller lots of woodland. She had also an interest in other land containing iron ore, on which a mine capable of being worked to a profit had been opened. In addition, she had some personal property. After the death of Joseph, Mary Ann ap
That the testatrix was, when the will was made possessed of testamentary capacity, there can be no doubt. The testimony of Mr. Thomas Anderson, the lawyer by whom the will and codicils were drawn, and who superintended the execution of them, is clear on the subject, and not only is there no impeachment of her capacity, but her competency appears to have been admitted by the caveators on the trial before the circuit court, and is also admitted here. She transacted important business up to and in 1879, and her competency to do so seems not to have been questioned. The last codicil was made in April, 1878. She made a will and a codicil to it and a mining lease in 1872, and another will in-1874. She executed an agreement modifying a mining lease in 1876. She made a settlement with Mr. Halsey, her attorney, in December, 1876. She was examined as a witness in a land trial in 1877, and she executed, another agreement modifying the mining lease in 1879. In all these transactions, and indeed so far as appears in none of her business matters at any time, was her capacity to do business in any way called in question. The instruments were executed with the requisite legal formalities. It is insisted, however, by the caveators that they were the result of undue influence over the testatrix on the part of Samuel S. Beach, the residuary legatee. The basis of the allegation is that in 1872 and 1874, as appears by the wills then made, both of which were drawn by Mr. E. D. Halsey, who at those periods was the legal adviser and attorney of the testatrix, she intended to divide the'greater part of her property among her relatives by a distribution in accordance with the statute of descents, but subsequently to the making of those wills, Samuel S. Beach with a view to obtaining an alteration of
The allegation of the existence of fraud, constituting undue influence, must be proved, and the burden of proof is upon the contestants. The will and codicils having been shown to have been executed, with due formalities, by a testatrix, who was clearly competent to make them, and who was apparently free to do so, and the contestants alleging that they were procured by fraud, it is incumbent on them to establish the truth of their allegation.
Undue influence is not a presumption in such a case as this, nor is it a conclusion following from the fact that the devisee to whom the fraud is imputed was interested in the change of testamentary disposition complained of, and had opportunity to exercise influence to that end. To avoid the instruments, the influence must be proved to have existed. The declarations of the testatrix, whether made before or after the making of the instruments in question, are not competent evidence to prove fraud in the obtaining of them. Den v. Van Cleve, 4 Wash. C. C. 262. it was so held by. the supreme court in 1860, in Boylan ads. Meeker, 4 Dutch. 274. And that case has ever since been regarded in this state as the leading case on the subject, and as authoritative on the point under consideration. In the
There is no evidence of any coercion of the testatrix, in any way, to make the instruments under contest, or either of them. Nor is there even any evidence of persuasion, though such influence would have been entirely legitimate. There is no evidence of any misrepresentations made by Beach to her, to induce her to favor him in the testamentary disposition of her property. Nor is there any evidence that he ever' made any representation to her as to the value of her estate, or any part of it. She lived for four years after she made the will, for three years after the making of the first codicil, and a year and eight months after making the second. . She was visited by her friends, and her relatives had access to her during all that time. When she gave her instructions for the will and codicils, and when she executed them, she appeared to be free from all constraint and all influence. The fact on the subject of the alleged imbitlermeut of her miud against Mr. Halsey appears to be, that when she was about making the will of 1874, which was drawn by him, she was. desirous of having two executors instead of one, as provided by the will of 1872, of which Mr. Halsey was sole executor. She proposed that Samuel S. Beach should be an executor with Mr. Halsey, but the latter refused to serve with him, and Columbus Beach was made executor with Mr. Halsey. She informed Samuel S. Beach of the matter, and he seems to have regarded the refusal to serve with him as ground for suspicion that there was something in the will that she did not understand. Mr. Halsey testifies, that Beach did not see that will until he got it from him, Halsey, on her order in 1875, as hereafter stated, and he says that unless he knew from her, he could not have known of its contents or provisions. There is no proof that the communication to Beach, of the fact that Mr. Halsey had refused to serve as executoi'with him, led to anything more than the expression of the suspicion just mentioned. And it appears that ■in fact she did not fully understand the residuary clause of the
“ At the second visit, as I recollect, when this will had been produced, had been obtained, my recollection is I read the will that it is said Mr. Halsey had prepared ; I read it all over to her, and I asked her about the disposition, how she wanted the property disposed of, and what her wish was with regard to such and such property; she said with regard to what I may call the residue of the estate, which was the real estate, the farm and the mines there— when I read that over she said that that was not the way she intended to have it, and my understanding was that, as I read it and explained that to her— what it said — what the legal eflect of the phraseology was — that she said she did not want it that way, and then she told me how she did want it.”
He also says that what he gathered was not that she had changed her mind, but that the scheme of that will was not in accordance with her idea; that her idea was that in some way or other Mr. Halsey had not written her will as she wanted it. His conclusion was, he says, that she probably did not clearly understand the effect of the disposal of that residuary estate, as it appeared in that will. The provision in question is found in the tenth and fourteenth sections of the will. The tenth section gives all the residue to the executors and the survivor in fee, in trust, to convert it into money, with full power to sell and convey at discretion, and in the meantime to lease the real estate, or so .much thereof as can be leased to advantage, and for so long
It is hardly necessary to say that her competency being established, no inquiry would be made for her reasons for making the changes in her testamentary disposition of her property, except in connection with the allegation of fraud. It is as much the duty of the courts to uphold the right of the owner of property to dispose of it by will according to his pleasure at his death, as it is to see to it that he is not imposed upon in the exercise of that privilege. Therefore considerations of inequality in the distribution of his estate are not to be entertained where there is competency and no fraud. Those considerations are for the testator himself, and his action on that head, if he be capable of making the testamentary disposition, and it be freely
“ Í took ker directions; I went there to write her will, and not to advise her; she instructed me that she desired to give to Mr. Beach the greater part of her property, particularly the real estate; I understood, or at least I suppose, that that was the bulk of the estate; and she gave me to understand that she wished Mr. Beach to have this property, to have the real estate, and that.her wish was that it should not go out of the family, and that she supposed that by the arrangement that she made, and which she instructed me to incorporate in the will, the property would remain in the family; Mr. Beach, as I understand, was her nephew; her wish was that it should remain in the family, and she wished to provide for (he payment of a considerable number of legacies, considerable in number and amount, and charge the payment of those legacies upon her real estate — the real estate which she gave to Mr. Beach ; that is, in general terms, the idea, the wish, she expressed to me; and I recollect asking her particularly as to this power of disposition on the part of Mr. Beach, and asking whether she desired to restrict him in the disposition of it in any way; I recollect that, because the will leaves him free to dispose of it, and I recollect that particularly, because she said that she did not wish to restrict him in any way, but she gave me to understand that her wish was that he should keep the property, that it should remain in the family, and she desired to have it expressed in her will that while she did not wish to tie his hands, and wanted him to understand that taking the property in this way, he should take it knowing what her wish was, I inferred that she believed that he would respect her wishes and carry them out.”
In view of his many acts of kindness and attention to her and her deceased brothers and sisters, and her confidence in and reliance upon him for assistance in her business affairs, as is witnessed by all her wills, and in view also of his relationship to her, it is not surprising that she should have made the disposition which she did of her estate in Mr. Beach’s favor. In the great mass of evidence which has been adduced, I find neither any direct proof of any undue influence on his part nor