Herster v. Herster

16 A. 342, 122 Pa. 239, 1889 Pa. LEXIS 626
CourtSupreme Court of Pennsylvania
DecidedJanuary 7, 1889
DocketNo. 159
StatusPublished
Cited by29 cases

This text of 16 A. 342 (Herster v. Herster) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Herster v. Herster, 16 A. 342, 122 Pa. 239, 1889 Pa. LEXIS 626 (Pa. 1889).

Opinion

Opinion,

Mr. Justice Clark :

This issue devisavit vel non was framed in the Court of Common Pleas of Northampton county to test the validity of the last will and testament of Andrew Herster, deceased, and of the several codicils thereto. The will was made and executed June 13, 1874; the first codicil August 29, 1878, and the second May 7,1880. Andrew Herster died May 27,1882, at the age of eighty-four years, possessed of an estate estimated at $200,000, leaving to survive him six children, viz.: Daniel Herster, Jacob Herster, Susan Keiper, Eliza Reich, Andrew J. Herster and William Henry Herster. Of these Andrew J. Herster is the principal devisee and proponent of the will, and William Henry Herster and Eliza Reich are the contestants. The only matter in issue, under the pleadings, is whether or not the will and the codicils, or any of them, were procured by fraud or undue influence ; the contestants, who were plaintiffs below, maintaining the affirmative and the proponents the negative of that issue. That Andrew Herster was, at the time of making the will and codicils, of sound and disposing mind and memory, is therein assumed; no question can be made as to this; the only proper matter for consideration being whether that mind and memory were, in these testamentary acts or in [252]*252any of them, led captive by the artifice and undue influence of Andrew J. Herster, or of any other person in his interest, so that the written papers do not express the testator’s true purpose in the disposition of his estate.

Undue influence is very nearly allied to fraud, yet they are not identical; whilst undue influence comprehends fraud, fraud does not embrace every species of undue influence: Redf. on Wills, 500 n. It is only necessary, therefore, to consider the case upon the more comprehensive question of undue influence, for this will embrace all sorts of artifice, imposition, or bad faith which characterize acts of fraud. Undue influence exists wherever through weakness, ignorance, dependence or implicit reliance of one on the good faith of another, the latter obtains an ascendency which prevents the former from exercising an unbiased judgment. To affect a will, it must, in a measure at least, destroy free agency, and operate on the mind of the testator at the time of making the will. The rule is well and forcibly stated by our brother Goedoít in Tawney v. Long, 76 Pa. 115, as follows: “Undue influence, of that kind which will affect the provisions of a testament, must be such as subjugates the mind of the testator to the will of the person operating upon it; and, in order to establish this, proof must be made of some fraud practiced, some threats or misrepresentations made, some undue flattery, or some physical or moral coercion employed, so as to destroy free agency in the testator; and these influences must be proved . to have ■operated as a present constraint at the very time of making the will.” It may, in the language of the learned judge of the court below, be exercised by means of misrepresentation and falsehood, directed against the persons who would be the natural objects of the testator’s bounty, if the misrepresentation and falsehood so poisoned the mind of the testator as to destroy his free agency.

It is a matter of common knowledge, that a person of feeble intellect is much more easily influenced by undue means, than is one of a vigorous mind; therefore, in passing upon a question of undue influence, the strength and condition of the mind may become a proper, indeed an essential, subject of inquiry; for, although weakness, whether arising from age, infirmity or ■other cause, may not be sufficient to create testamentary [253]*253incapacity, it may nevertheless form favorable conditions for the exercise of undue influence.

It is contended on part of the contestants, that although Andrew Hester must bo presumed to have had testamentary capacity at the time of the making of this will and the codicils thereto, and that cannot be questioned in this issue, yet both his mind and body had in fact been greatly impaired by the infirmity of age and by disease; that he was seventy-six years of age when he made his will, eighty when he made the first codicil, and eighty-two when he made the second codicil, and that he was aged eighty-four years when he died; that for twenty-five years he had suffered from a progressive general paresis, or softening of the brain; that he had an apoplectic seizure a short time before the execution of the will, and that his memory was much impaired and his mind generally enfeebled; in other words, that although the testator’s mind was not enfeebled to the extent of testamentary incapacity, yet it was so weakened by disease and old age as to make the testator an easy prey to the artifice of his son, and that Jackson took advantage of his father’s weak condition to procure the will to be made in his favor. The proponents of the will, on the other hand, contend that the testator was of a strong, robust and resolute mind; that, although advanced in years and afflicted to some extent with the disease stated, he conducted business, successfully and extensively, throughout the whole period of his affliction and until within two weeks of his decease; that he was engaged extensively and profitably in the purchase and sale of cattle; that he kept his own accounts, made his own calculations, and drew his own checks in payment, until the month in which he died; that within a year prior to his death he paid to three of the witnesses alone, for cattle, over $26,000, and within four months and one half before his death, had paid out with his own checks, to different persons, for cattle, over $11,000; that it was the result obtained in his various business transactions after the making of his will, which made further testamentary provision necessary; that Jackson, his son, had been a good boy, had remained at home with his parent, and had rendered him valuable and important services; that the old man had a high opinion of his son’s business capacity, and, on that account, often deferred to his judgment in [254]*254business matters, and that the provisions in his will and the codicils in his favor, were a free and voluntary act of his father, prompted, perhaps by his affectionate regard for his son, and a consideration of his personal services and worth, It will be seen therefore, that undue influence is the substantial fact affirmed on one side, and denied on the other; imbecility or weakness of mind being a collateral or extraneous question arising out of the proofs.

The declarations of the testator, made within a reasonable time before and after the execution of the will, have always been received in evidence upon a question of testamentary capacity, to show the state and condition of the testator’s mind, and, if reasonably connected in point of time with the testamentary act, we cannot see any reason why they would not be admissible to establish the same fact in an issue raised upon the exercise of fraud and undue influence in the procurement of it. Such declarations cannot have any force, however, in establishing the substantive fact of undue influence. “ It is certain such testimony is not admissible for the purpose of proving any distinct fact depending upon the force of the admission, since the testator is not a party to the question of the validity or interpretation of Ms will: ” Comstock v. Hadlyme, 8 Conn. 254; Redf. on Wills, 589. “The object of this testimony is to show such a state of weakness or vacillation of mind, as rendered the testator an easy victim either of artifice, force or fraud.

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Cite This Page — Counsel Stack

Bluebook (online)
16 A. 342, 122 Pa. 239, 1889 Pa. LEXIS 626, Counsel Stack Legal Research, https://law.counselstack.com/opinion/herster-v-herster-pa-1889.