Chambers v. Chambers

61 A.D. 299, 70 N.Y.S. 483
CourtAppellate Division of the Supreme Court of the State of New York
DecidedMay 15, 1901
StatusPublished
Cited by7 cases

This text of 61 A.D. 299 (Chambers v. Chambers) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Chambers v. Chambers, 61 A.D. 299, 70 N.Y.S. 483 (N.Y. Ct. App. 1901).

Opinion

Edward's, J.:

This action was brought to determine the validity of the probate of the will of Clarissa 'Ordway, who died at Glens Falls, N. Y., on June 6, 1899. The will was admitted to probate, without a contest, by the surrogate of Warren county on the 7th- day of August, 1899.

•The deceased left no husband nor surviving child, and this action [301]*301was brought by her four surviving brothers and by other next of kin, claiming that the will is invalid by reason of mental incompetency of the testatrix and of undue influence.

A joint answer was interposed by William Gr. Chambers, the principal beneficiary, by his wife, his brother Halsey and by the executor, denying the allegations of. incompetency and of undue influence.

There is no question that the legal formalities required for the execution of a will were duly observed. Sufficient support is found in the evidence for the finding of the learned trial court that the testatrix was competent to make a will, but I am unable to concur in his conclusion that she was not under restraint nor undue influence.

Want of testamentary capacity and undue influence are distinct grounds on which a will may be impeached. One may be competent to make a will and yet under such restraint as to vitiate the instrument executed.

The history of the testatrix, her mental and physical condition, her family relations, her surroundings and the circumstances attending and preceding the execution of the instrument, are of much importance on the question of her freedom from restraint.

The husband of the testatrix died in 1890, leaving no child, and giving to his widow real estate of the value of $10,000, $50,000 in personal property and the income of $50,000 for life. She left an estate of about $60,000 in personal and $10,000 in real property.

Shortly before her husband’s death she returned to her home from a sanitarium, where she had been under treatment for the most of the time during the preceding ten years. Before those ten years she had been in a sanitarium at different times, usually from one to two years at a time. She was a confirmed invalid. Her physician, who attended her continuously from the time of her return from the sanitarium to her death, says: About the time I began to attend her in 1889 she was very thin, spare, the skin covered the bones, hardly any flesh on her, * * * weighing seventy-five to eighty pounds. She remained about the same in physical condition during the time of my treatment of her. The nature of her physical infirmities was nervousness; nervous prostration was the great trouble, with anaemia" and general weakness.” During this period she had at two or three times severe illness, and a year before her [302]*302death a stroke of paralysis. She required constant care and assistance, and much of the time was confined to her room. She was á woman of quite limited education, and read but very .'little. Just prior to the execution of the will in question her physician was in attendance upon her almost every day, and sometimes twice a day, and. says of her mind at that time : “ My opinion as to the men tal condition of Mrs. Ordway in 1896, in September, is that it was weak and she was easily influenced; * * '* she could not stick to one thing long, enough to carry it out; she was weak in her mind.”

At the time of her death she was eighty-four years of age, and it is beyond question that during the ten preceding years she was-very feeble in mind and in body.

Four sisters and two brothers died before the testatrix, who left her surviving four brothers, John, Jeremiah, Dennis and Henry, aged respectively eighty-seven, seventy-eight, sixty-nine and seventy-four years. John was unmarried, Jeremiah had no family, Dennis had several children and Henry one. Of the four deceased sisters, three had been married and left children, and each of the two deceased brothers left children, one of whom was William G-. Chambers, the principal beneficiary in the will, who at about thirty-seven years of age went to live with Mrs. Ordway shortly after her husband’s death. Three of these surviving brothers were men of but ,very little means, and the other was in moderate circumstances. For these brothers the testatrix had, until the time of her death, the usual affection of a sister, and in her letters to them and otherwise she ever manifested, a solicitude for their welfare.

At some time after the death of her husband and prior to December 27, 1891, a will was drawn by Judge Cherritree and ^executed by the testatrix. This will, the first that was executed by Mrs. Ordway, seems to have disappeared and its contents are unknown, although the four subsequent wills drawn by the attorney Howard have been carefully preserved. The wills drawn by Howard were dated respectively December 27, 1891; June 9, 1893; August 28, 1895, and the one in question dated September 23, 1896. .

Although the real question to be determined is 'the existence of undue influence at the time of and producing the will in question, the contents of the first of these four wills and the circumstances attending its execution are important in-.the consideration of that question, [303]*303not only for the reason that that will is the basis for the subsequent ones, but it is claimed that the undue influence then had its inception and was continued with increased vigor to the time of the execution of the last will.

Mrs. - Barton, a nurse, says that she went to the office of Mr. Howard on some business on the lYth or 18th of December, 1891, and Howard stated to her that she was just the person he wanted ; that Mrs. Ordway wanted a nurse and he was going to make her will and wanted me to witness the will.” She says:. “Mr. Howard told me that she (Mrs. Ordway) did not appreciate the difference between a nurse’s salary and that of a domestic; that for me to take whatever they gave me and it would be all right. I was to stay only a short time, and what time I stayed I. was to have $25 a week.” She went to Mrs. Ordway’s on the following Saturday afternoon about two o’clock and at about four o’clock she had a conversation with Mrs. Ordway in regard to her will. She says that Mrs. Ordway stated to her that she was going to make her will “ and wanted Judge Brown to malee her will a/nd Willie said she must have Howard. She wanted to know if I knew Mr. Howard; I said I did ; and wanted to know if he had been my attorney; I said, he had and I liked him.” The person spoken of by this witness as Willie ” and thus familiarly referred to by the other witnesses in the case is William Gr. Chambers, the principal beneficiary in the will, and the person who is claimed by the plaintiffs to have exercised undue influence over the testatrix. Mrs. Barton further says: “ I am very sure I told Willie she didn’t know whether she would have Howard or Brown and Willie said she should have Howard.” Mrs. Barton says- that the next day when “ Willie ” went home in the afternoon Mrs. Ordway had her make a memorandum and told her what to write, and had her make a copy to give to Howard. She says, she (Mrs. Ordway) told me as to her will to write down, give Dennis Chambers $5,000, and each one of her brothers $5,000 apiece and Willie $2,500, Halsey $2,500, Mrs. Shippey $2,000, I think, I am not sure whether one or two thousand; Maggie Chambers $1,000,” She says that she named the furniture in different parts of the house.

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Bluebook (online)
61 A.D. 299, 70 N.Y.S. 483, Counsel Stack Legal Research, https://law.counselstack.com/opinion/chambers-v-chambers-nyappdiv-1901.