15 N.J. Eq. 243 | N.J. Super. Ct. App. Div. | 1857
The following opinion was delivered in the Orphans Court by
On the ninth of February, 1853, Peter Cheesman made and executed a will, devising the farm and plantation on which he lived, among other things, to his wife for life, and the residue of his estate, with the farm, after his wife’s
About the 25th of January, 1856, he was attacked with a severe sickness, which terminated his life on the 24th of March following, at the advanced age of nearly eighty-six years.
During his sickness, on the 5th of March, he made and executed a codicil to his will, by which he gave the plantation, in the will devised to his wife for life, to his youngest son John after her decease, instead of the share given him by the will, and made two or three other alterations in the disposition of his estate.
Ten of his children survived him or left living representatives — four of them by his first wife, and six by a second.
Ho question is made as to the will of 1853, nor as to the fact of the execution of the codicil of March, 1856, but the caveator insists the codicil ought not to be admitted to probate. They object that the testator was not of sound and disposing mind and memory when he executed it; that it makes an unreasonable disposition of his property; that it makes a disposition contrary to all his previous declarations as to his intentions on the subject, and that it vras obtained by undue influence.
The general rules and principles adopted by the Ordinary in the case of Whitenack v. Stryker and Vorhees, 1 Green’s Ch. R. 11, are of controlling authority in this court as far as they are applicable to this case. They were adopted after solemn argument, and have not since been questioned, as far as I am advised, in this state. In that case the Ordinary said—
1. The first principle is, that the presumption of the law is in favor of capacity, and he who insists on the contrary has the burthen of proof, except where insanity in the testator has been shown to exist at a time previous to the execution of the will; in that case the onus is shifted, and the party offering the will is bound- to show that it was executed at a lucid interval.
*246 2. That the time of the execution of the will is the material period to which the court must look to ascertain the state of mind of the testator; that although it is competent evidence to show the testator’s mind at any time previous or subsequent to the execution of the will, yet such proof is always liable to be overcome, if it be satisfactorily shown that the testator, at the time he executed the writing, had the possession of his faculties.
3. That of all the witnesses, the testamentary witnesses, and their opinions, and the facts they state as occurring at the time, are to be particularly regarded by the court. They are placed around the testator for the very purpose of attesting, after his death, to the circumstances under which so solemn an instrument is executed.
4. That the opinions of witnesses, other than the testamentary witnesses, as to the capacity of the testator, are to be received as the slightest kind of evidence, except so far as these are based on facts and occurrences which are detailed before the court. "Witnesses are to state the facts, and it is the business of the court, from these facts, to pronounce the opinion, upon settled rules and guides, whether the testator is competent 'or not.
5. That old age, failure of memory, and even drunkenness, do not, of themselves, necessarily take away a testator’s capacity. He may be ever so aged, very infirm in body and in habits of intemperance, and yet i'n the eye of the law possess that sound mind necessary to a disposition of his estate.
The attention of the court, then, is very properly directed, in the first place, to the time of the execution of the codicil and the testimony of the attesting witnesses, to the circumstances attending the execution, and the condition of the testator when he performed the act. It appears that the codicil in question was prepared, under instructions received the day previous from the testator, by Edward Turner, who had also prepared the will of 1853, and who was, by that will, appointed one of the executors, and that said codicil was executed in the presence of Samuel D. Sharp and Jonas Keen;
Mr. Sharp testifies to the execution of the codicil in due form, and that he believes the testator at the time was of sound mind and competent to dispose of his property; that it was witnessed by him at the request of the testator, and at the testator’s own house; and in his cross-examination he says, “Peter Oheesman, at the time he executed his codicil, was in a chair beside his bed; it was in the afternoon, after dinner, about the middle of the afternoon, I think; he said he did not feel well; he got up out of his bed, after I got there, to execute the codicil; I think he either got in bed, or got out of the chair, and sat on the side of the bed after he had executed it; 1 do not remember now whether anybody helped him up, or back into bed or not; he wrote his name to the paper with his own hand and without assistance — I saw no one assist him do it; John S. Oheesman came after me to witness the execution of the codicil. He says he saw John when he got there — he was cutting up some wood, and was carrying it into the room where the old gentleman was; he asked his father if he could do anything for him, and the old gentleman told him to get in plenty of wood, and keep the house warm; he says the codicil had been written before he got there; it was read over to the old gentleman in my presence — I heard it read to him; Mr. Turner, Mr. Keen, and I sat there talking, perhaps for an hour, before Mr. Turner asked the old gentleman if he was ready to execute the codicil; the old gentleman was lying on the bed when Mr. Turner asked him this; nothing had been said by the old man to mo after I got there, except that he asked me how I was, when 1 went in; I replied that I was well, and asked him how he was, and he replied tfiat he was not very well; he talked to aunt Sallie (his wife), to John and the little girl; I do not know that he talked much to me and
Mr. Keen, the other subscribing witness, gives much the same account of the transactions, with a little more particularity. He says, when the testator executed the codicil, Mr. Turner requested him to place his finger on the seal, and then asked him if that was the codicil to his will; he said it was; it was read over to him before he signed; that while being read, and Turner had read down to John S. Cheesman, he said something about a cow — a black horse and cow were to be his — and told Turner to put the colt in also. When he read to Thomas J. Cheesman forty acres, testator said, “ stop, I told you twenty, put that twenty — ifi he wants more let him buy it.” Turner interlined it, brought it back, read
This evidence, standing alone, would seem to establish quite satisfactorily the testator’s competency at the time of the execution. It would appear, from what he said to Mr. Keen, that he had had the matter of making this codicil on his mind, and had been anxious and troubled lest his failing health should have prevented him from accomplishing the purpose. He has it carefully read over to him; he pays strict attention to its contents; ho instantly detects an error in the draftsman in giving forty acres of land, instead of
Then what is the case made by the caveators ?
1. They undertake to show the testator’s general incompetency, owing to age and sickness, to transact business, both before and after the act of the execution, and from these premises argue his incompetency at the time.
. Doct. Sickler, the physician who attended him from the 25th of January to the 8th of February, testifies that he looks upon him as a very old, worn out, broken up man, whose mind, as well as his body, had fallen off very much from what it once had been; that his mind was not entirely gone, but when he saw him it was with some difficulty he could bring to his recollection what had transpired a few days before. He did not always recognize the witness when he went there, and on the 29th January does not think he recognized him or anybody else, but next day he did recognize him. He says, when I saw him, I do not think he was competent to transact business; my reason for this opinion is, that I could not get him to carry out my directions, either written or otherwise, in prescribing for him; his disease was hydrothorax, or an accumulation of water in the cavity of the chest.
Doct. Sickler, it will be remembered, ceased attending the testator on the 8th February, and the codicil was executed on the 5th of March, twenty-six days later. On the 7th of March,- two days-after the codicil was executed, Doct. Olark
Taking flu: evidence of Doctor’s Sickler and Clark together, it does not impair the strength of the case made by the attesting wdtnosses. It is shown that the disease was not calculated directly to affect the mind; that the.testator was better two days after the codicil was executed than he had been several weeks before, when Doct. Sickler attended him, and that he did not, at that period nearest the time of the
Thus far we have examined the testimony of those witnesses whose opinions are entitléd to any considerable weight in determining the question of the testator’s capacity. A number of other witnesses have been examined; as to these, their opinions, in the language of Mr. Justice Washington, Harrison v. Rowan, 3 Wash. C. C. R. 587, are entitled to little or no regard, unless they are supported by good reasons, founded on facts which warrant them. If the reasons are frivolous or inconclusive the opinion of the witnesses are worth nothing, and neither facts nor opinions are of any weight in investigations like this, except so far as they tend to throw light on the condition of the testator’s mind at the time of the execution of the codicil. I shall therefore only have occasion to notice the testimony of such witnesses as state facts in support of the opinion they express.
Thomas Pilling says he did business with testator in October or November, 1855, and he appeared to be competent then to attend to business as he had ever been — witness knew him first in 1849.
Jacob Johnson knew testator for three years, was with him
William C. Garwood, who was a son-in-law, visited the testator but three times during his last sickness. The first time he appeared to be very low, the second, to have his proper mind as much as could be expected for a man of his age and as sick as he was. The second time was on the 24th of February ; he was then quite low, did not talk or take notice, but knew the witness, and answered a question or two rationally. The last visit was eight or ten days before his death, and the testator was then quite low, and did not recognize the witness. These visits were made, it will be perceived, the second more than a week before, and the third one over a week after the codicil was executed.
diking all the testimony upon this subject together, it exhibits nothing that might not naturally have been expected in the mental and physical condition of a patient gradually sinking under the effect of a painful but fluctuating disease. Sometimes he would take little or no notice of those about him, sometimes he appeared restless and his mind particularly affected, sometimes he was better, and then his mental powers recovered their tone. Nothing indicating permanent alienation or derangement of intellect is shown, and the whole testimony is perfectly consistent with the fact, sworn to by the attesting witness, that on the 6th of March, at the time the codicil was executed, his testamentary capacity was equal to the occasion for which it was called into exercise. The witnesses who speak of his situation on the night of the eighth of March, John Zane and Harrison Cheesman, gave very much the same testimony as Jacob Johnson; and there is nothing in their evidence which renders it either impossible or improbable that, in the afternoon of the 5th, he was of sound and disposing mind and memory. Andrew J. Ware, a grandson, saw him on the 4th, but the old gentleman did not recognize him, 'and when told who it was, said, “ how are you Jacob ?”
Ann Hurff saw him between seven and eight o’clock on the evening of the 5th, after the codicil was executed; she says he did not know her; that two of his grandchildren, Amanda and Rebecca Cheesman, were there, and he did not know them; Mrs. Hurff went to his bed, and asked him how he was, and he said, I do not know you; I told him who I was, and he made no reply. The grandchild went to his bed, and precisely the same scene is acted over again. Charles Billings and the girl Emmeline, who say they saw him on the 5th, and the latter waited on him, speak of his not knowing people, not speaking, not appearing to know anything. But testimony of this character amounts to very little when opposed
Instances are, it is true, detailed which show that his memory of recent transactions was sometimes at fault; but this is incident to old age. It does not appear but that at all times, when able to converse at all, he perfectly understood and comprehended the nature and extent of his property and the circumstances and relations of the objects of his bounty.
It is in evidence, too, that the disposition he made of his homestead farm, in the codicil of the 5th of March, was different from that which he had often before indicated as his intention. But this alone is no evidence of imbecility. Men of sane mind, young as well as old, in health as well as in sickness, often do this. He may have had good reasons for what he did. The preference in this case was of his youngest son, who had always lived with him. To most, if not all the elder children, he seems to have made advances in his lifetime, and so far as the case is before this court, it is not clear that the final disposition of his estate was to any great extent unequal; for it is by no means certain that the devise of the homestead farm embraced any of the new land, and unless it did, the inequality is not very great.
Ho importance at all is to be attached to the mere opinion of witnesses who are interested in breaking the codicil, and very little to the testimony as to the declarations of Turner, the executor. Thecaveatorscouldhavecalledhimasawitness, and declined to do so, and this fact, taken in connection with the questionable character of the evidence as to what he said, detracts very much from its weight.
The law looks only to the competency of the understanding, and neither age nor sickness, nor extreme distress or debility of body, will affect the capacity to make a will, if sufficient intelligence remains. The failure of memory is not sufficient to create the incapacity, unless it be quite total, <jr extend to his immediate family and property. The amount of mental capacity must be equal to the subject matter with which it has to deal: a man may be competent to make a codicil, changing in two or three particulars the prior dispositions in his will, who would be incompetent to the performance of acts requiring the exercise of far greater intellect and judgment. Vanalstine v. Hunter, 5 Johns. Ch. R. 148; Harrison v. Rowan, 3 Wash. C. C. R. 580.
Or, as was said by Washington, J., in Stevens v. Vancleve, 4 Wash. C. C. R. 267, “ He must, in the language of the law, be of sound and disposing mind and memory. He must have memory. A man in whom this faculty is totally extin
Great stress has been laid upon the inequality in the disposition of the testator’s estate, as created by the codicil; and the evidence that the testator had previously, on several occasions, expressed an intention to devise his estate equally among his children. If we are clear that this is the testator’s codicil, and expresses the will of a sound and disposing mind, we cannot look beyond it for his reasons or his motives for doing what he did. The right of absolute dominion which every man has over his own property is sacred and inviolable. The argument is only legitimately applicable so far as it affects the question of the testator’s capacity at the time.
But the force of the argument itself depends chiefly on
Upon the whole case, I am clearly of the opinion that the caveators have failed to show want of capacity to execute the codicil on the 5th of March, and that it ought to be admitted to probate.
On the 9th of February, 1853, Peter Oheesman executed a writing as his last will and testament. On the 4th of March, 1856, he executed a paper, purporting to be a codicil to his will of February, 1853. On the 25th of March, 1856, he died. The above instruments of writing were offered for probate to the surrogate of the county of Oamden. To the proof of the will dated February, 1853, no objection was made. The respondent filed a caveat against probate of the codicil. After investigation before the Orphans Oourt of the county of Oamden, the judges being equally divided as to the admission of the codicil to probate, an order was made rejecting it. This is an appeal from that order. After a careful examination of the evidence, I think the order made
By the will of 1856, the decedent devised his homestead farm to his wife during her life, and at her death to be equally divided among his children. By the codicil, he devises his homestead farm, after the death of his wife, to his son, John S. Cheesman. This is the only material difference made by the codicil, and has given rise to this controversy.
The grounds of objection made to admitting the codicil to probate are two — first, that the testator, at the time of its execution, was not of sound and disposing mind and memory; and — second, that while his mind was debilitated and distracted by the disease under which he was suffering, his two sons, Benjamin and John, took advantage of the testator’s situation, and by exerting an undue influence, induced the execution of the codicil.
On the 25th of January, 1856, the testator was taken ill of the sickness of which he died. It was a chronic affection, designated by the physicians hydro thorax, or an accumulation of water in the cavity of the chest. The disease is one fluctuating in its character; but in the case of the testator was so violent as, upon a man of his age, to leave no hope of a permanent cure. Tie was about eighty-five years old at the time of his death.
There certainly is nothing in the evidence to justify the entertainment of a doubt as to the entire competency of the testator to make a will prior to his last sicknes. Our inquiry, therefore, is confined to a very limited period — that intervening between the 25th of January, 1856, and the 25th of March following, which was the day of the testator’s death. It was in this interval of time that the codicil was executed.
I think this is one of those cases which must depend very much upon the testimony of the subscribing witnesses — and for this reason; there is no pretence, or at any rate no evidence, to justify taking the ground that there was any permanent continued derangement or prostration of mind, such as would render the testator incompetent to make his
What was the. state of mind of the testator on the 5th of March, 1856, the date of the codicil ? The will of 1856 was drawn by Edward Turner, and he also drew the codicil. Mr. Turner's character for probity and as a man of intelligence is not questioned. He was named as one of the executors in the original will. He is in no way interested in the question that has arisen as to the codicil. Whatever may be the issue as to it, his executorship is not affected. He does not appear to have taken any part in this controversy, and has not manifested any interest in favor of any of the parties. He has not been examined as a witness; but it is something in favor of the validity of the codicil, that it was drawn by him. As
The witnesses to the codicil are Samuel D. Sharp and Joseph Kean. We have the opinion of both of them, that at the time of the execution of the codicil the testator was competent. They detail all the circumstances that took place at the time; and, as related by them, what then transpired would seem fully to justify the opinion they formed as to his competency. The mere fact of a man’s having affixed his signature to a will as a subscribing witness does not, it appears to me, of itself entitle his opinion, as to the competency of the testator, to any more weight than that of any one else who may be called upon testify. If the subscribing witness is a stranger, which is sometimes the case, called upon to meet the exigency of the moment, and having no opportunity in a sick chamber to ascertain and judge of a man’s capacity, his opinion is not certainly entitled to as much weight as that of a friend who saw the testator about the same time, and who was afforded an opportunity of conversing with him and testing the sanity of his mind. The opinion of a subscribing witness is entitled to weight from the same consideration as that of any other man who is not a subscribing witness. The means which he enjoys of forming a correct opinion gives weight to his opinion. The opin
In this case both the witnesses were friends of the testator of long standing, and they had the opportunity afforded them of ascertaining the state of mind of the testator at the time of the transaction of which they testify. Mrs. Cheesman, the wife of the testator, and Mr. Turner, the scrivener, were present with the witnesses, and they all saw the will executed It was not done in haste, but in a manner and under circumstances that afforded a full opportunity of judging whether the testator at that time understood the business he was
After the execution of the codicil, the witness, James Kean, sat by the bedside, and conversed with the testator. He said, addressing the witness, “ Jonas, I have been worried about this, for fear I could not get it fixed.” He then stated that, having the codicil fixed, he was satisfied. He reached his hand over to the witness, and said, “ I am now ready to die: I was ready before — all but that.” The witness says he had been acquainted with the testator for twenty years; that he was a a man of decision and firmness; and from the conversation he had with him that day, and a few days before, he thought he had the best mind of any man of his age he had ever known.
We have here the testimony of three intelligent and disinterested witnesses in favor of the competency of the testator at the time the codicil was executed. Although Mr. Turner was not examined as a witness, the position he occupies towards all the parties — "the fact of his receiving the instructions as to the codicil the day before its execution, and his presence at the time superintending its execution — is testimony as strong in favor of the testator’s competency as if he had given direct evidence to that effect as a witness upon the stand. In corroboration of these witnesses, we have the testimony of Doct. Clarke. From the 8th of February to the 7th of March, the testator had no attending physician. Doct. Clarke was called in, and visited him for the first time on
As to the other objection against admitting the codicil to probate — that the codicil was induced by undue influence — I do not think there is any evidence to justify the charge. There is no evidence that Benjamin or John ever, at any time, had any conversation with their father about making his will. The facts that Benjamin once said he was going to try to make his father give John the homestead; that when it was alleged his father was out of his mind John denied it; that John lived with his father, and was kind and attentive to him; that he went after the witnesses to attest the will; that John said his father was going to make his will in February, 1853, (which was the time the first will was executed); and that Edward Turner was coming up for the purpose; that Benjamin wanted the old man to sell his timber to pay his debts, and influenced him in reference to the management
It was proved that the old man repeatedly declared that it -was his intention to divide his property equally among his children. This evidence was objected to. The evidence is competent. Where the sanity of the testator is in question, and-where undue influence is sought to bo established, it is competent to give in evidence the declarations of the decedent to show that the disposition of his property by the writing which is propounded for probate is in opposition to
I think that the competency of the testator is established, and that the allegation of undue influence is not proved. The codicil was executed with all the formalities required by law, and is entitled to be admitted to probate.