Clifton v. Clifton

47 N.J. Eq. 227
CourtNew Jersey Court of Chancery
DecidedMay 15, 1890
StatusPublished
Cited by7 cases

This text of 47 N.J. Eq. 227 (Clifton v. Clifton) is published on Counsel Stack Legal Research, covering New Jersey Court of Chancery primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Clifton v. Clifton, 47 N.J. Eq. 227 (N.J. Ct. App. 1890).

Opinion

The Ordinary.

This is an appeal from a decree of the Mercer orphans court,, dated the 8th day of November, 1889, which adjudges a paper-writing which had theretofore, on March 18th, 1889, been admitted to probate by the surrogate of that county as the last will of Marien Passage, to be such, last will, and also affirms the-order and proceedings of the surrogate admitting it to probate,, and charges the appellant with the cost of the appeal.

The paper in question was made on the 29th day of July,. 1887, when the alleged testatrix was about eighty-three years of age, and a year and eight months before her death. Its admission to probate is resisted upon two grounds — -first, because it is-alleged that, at the time of its execution, Miss Passage lackedl [229]*229testamentary capacity; and, second, because it is insisted that it is the product of an undue influence exerted by the sole beneficiary under it.

By it the testatrix gives her entire estate to her niece, the respondent.

Marien Passage never married. For many years before her •death she resided at Princeton, in the house which, with its furniture and the lot upon which it is erected, constitutes her entire estate.

The value of the real estate is about $12,000, but it is encumbered by a mortgage, the amount of which does not appear save as it may be estimated from the fact that the interest upon it amounts to about $200 a year; probably a sum between ■$3,000 and $4,000. The evidence discloses that the holders of the mortgage claim large arrears of interest upon the sum secured to be paid by it.

The appellant and respondent are brother and sister, the surviving children of Adelaide Clifton, a deceased sister of Miss Passage.

Prior to 1854 the respondent, then a mere child, went to Teside with this aunt, and soon thereafter, when her father died, ■her mother and, a little later, her brother also took up their residence with the aunt.

Mrs. Clifton and her children had very little property, and, consequently, to a considerable extent, were dependent upon Miss Passage, and to eke out subsistence for the family thus thrown upon her, Miss Passage, from time to time, was obliged to take persons to board and lodge in her house.

After a few years Mrs. Clifton became totally blind, and so infirm and helpless that she was in need of constant attention.

In 1873, a gentleman named Boss, who appears to have been a •connection by marriage, drew a will for Miss Passage, which bears date on the 4th day of December in that year, and has been ■offered for probate by the appellant. By it, the estate of Miss Passage, with the exception of a few insignificant specific legacies, was put in the appellant's hands, in trust, to hold for the benefit •of Mrs. Clifton until her death or marriage, and then for the [230]*230benefit of two unmarried nieces of Miss Passage as long as they should remain unmarried and lived, and after the marriage or death of Mrs. Clifton, and the marriage or death of the nieces,, to divide the principal among the then living children of Mrs. Clifton. The appellant was made executor of this will, and it was delivered to him and he has always carefully kept it within his control. If the disputed paper should be rejected, and the will of 1873 be admitted to probate, the appellant and respondent would, under existing circumstances, share the estate equally.

When the appellant completed his education, although he retained his residence in Princeton, he found employment elsewhere from time to time, and so bettered his condition that, between the year 1882 and the making of the instrument in dispute, he was able to send his mother small sums of money, aggregating, in five years, about $2,400, and with this money a nurse was procured for the mother, who relieved the respondent from much manual labor.

Eor many years immediately preceding her death Miss Passage-suffered with rheumatic affections and dyspepsia, and, during the-later years of her life, also with sciatica and cystitis, and became so great an invalid that she resigned the actual management of her household affairs to the respondent. Much of her time she was scarcely able to move about or to care for herself, and consequently, to a great extent, she became dependent upon others. Thus the burden and anxiety of unremitting attention to a necessarily close household economy, and the care of her invalid mother and aunt, devolved for years upon the respondent. It is not controverted that she managed most efficiently, and was-self-denying, tender and devoted in her ministrations to both the invalids in her charge.

In the summer of 1887, the appellant, upon a summer vacation, visited Princeton with a cousin, a Miss Finn, who, either then or subsequently, became his amanuensis. It is brought out as new matter upon the cross-examination of the respondent, and the appellant is therefore bound by it, that at that visit Miss. Finn and appellant treated the respondent offensively, the effect of which, the respondent' says, was to make her very unhappy,, [231]*231but not revengeful. "While her mind was in this condition, the appellant and Miss Finn went to a place called Cold Spring, remaining away from the 15th to the 30th of July.

It was during their i absence upon this occasion that the disputed paper was executed.

The respondent testifies, that she visited Mr. Eoss, who resided in Pennsylvania, in 1882, and -that upon that occasion he sent a message by her to Miss Passage, to the effect that Miss Passage should change her will and leave her entire property to the respondent; and that after some hesitation, caused by the delicacy of delivering such a message, she told Miss Passage what Mr. Eoss had advised, and, after some consideration, Miss Passage assented to the advice as right, and said that she would act upon- it. The subject was not again mentioned, but in 1885, in an attack of sickness, Miss Passage exclaimed to the respondent, “Nannie, my will!”’ giving the impression that she then had in mind her previously-expressed determination to make the advised change.

Since childhood Miss Passage had been a friend of Paul Tulane, a wealthy and philanthropic resident of Princeton. The principal tie between them ivas the fact that she had cared for his mother in her last illness. In appreciation of his friendship, many years before her death, Mr. Tulane promised her, and thereafter regularly paid her, an annuity of $300. After a time it became necessary for her to have a large sum of money, and she borrowed it from Mr. Tulane, securing repayment by a mortgage upon her property. After the mortgage was given no interest upon it was demanded, but the annuity was reduced from $300 to $100, the understanding being that the difference paid the interest upon the mortgage. Mr. Tulane died in April, 1887, intestate, and later, administrators of his estate were appointed, one of them being Mr. George O. "Vanderbilt-, a member of the bar of this state.

On the 28th day of July the respondent went to Mr. Vanderbilt’s office to speak with him about taxes upon the mortgaged property, and was then informed that Mr. Tulane had not left any memoranda to show that credit for the payment of interest [232]*232upon the mortgage had been given, and, consequently, that it would be the duty of the administrators to enforce the payment of all the apparent arrears. The respondent states that she almost fainted when Mr.

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Bluebook (online)
47 N.J. Eq. 227, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clifton-v-clifton-njch-1890.