Heyzer v. Morris

110 A.D. 313, 97 N.Y.S. 131, 1905 N.Y. App. Div. LEXIS 3910
Appellate Division of the Supreme Court of the State of New York·Decided December 30, 1905·Published·Cited by 4 cases

Opinion

Clarke, J.:

Appeal from a judgment entered upon a. verdict for plaintiffs in an action brought in the Supreme Court under section 2653a of the Code of Civil Procedure, to determine the validity of the probate of the will of Charles H. Heyzer, deceased, and from an order refusing to set the verdict aside and grant a' new trial. The question of undue influence was taken from the jury by the learned trial court, the question of testamentary capacity alone being submitted.

Charles H. Heyzer Was sixty-three years of age at the time of his death. For upwards of thirty years he had been employed in the custom house. He was a prominent and active Mason and had a very wide acquaintance. He was married to Elizabeth K. prior to 1867, and had by her seven children, five of whom survive. The widow and the five children are the plaintiffs in this action. The period during which the decedent and his wife lived together does not clearly appear from the evidence, but they separated many years ago. After the separation the testator, boarded with a Mrs. Morris and her widowed daughter Mary Ann, called throughout this record Polly. An intimacy between testator arid Polly resulted in their assuming the relations of man and wife, which continued for at least twenty-five years and until the time of his death. To his friends Polly was known as his wife; - she was introduced. as such; took part in social affairs as such, arid was everywhere recognized as such; she lived with him openly, sustaining the relations of a dutiful wife. His father and mother were nursed by her in their last illness, and his father died in,her arm's. Their parents lived under the same roof with them. No children were born to [315] them. Although his children by his lawful wife were adults over thirty,, he continued to contribute toward their support. He had no association with his daughters and very little with his sons, and to those who knew the facts expressed himself bitterly about the character and actions of his children.

In December, 1903, Mr. Heyzer ivas taken ill with endarteritis which manifested itself by a broken or plugged artery in the foot, which suppurated. On February 6, 1904, Mr. Heyzer requested Mr. Alfred E. Ommen, who was then a city magistrate, to prepare his will. Although for many years an intimate friend of Mr. Heyzer and Polly, Judge Ommen had no knowledge of the situation until Mr. Heyzer explained his marital .condition on that day and directed that a will be made leaving everything to Polly. The will drawn as directed was brought to the house the next morning, Sunday, February 7,1904, and was executed between ten and eleven a. m. in the presence of Judge Ommen, 1ns probationary officer, Scott, and an old friend of the family Mrs. Haight, who was assisting in the nursing of Mr. Heyzer. On the next Monday morning, February eighth, .at about two a. m. Mr. Heyzer had a stroke of apoplexy and died at about seven o’clock in the forenoon.

The plaintiffs claim that at the time of the factum of the will the decedent did not have testamentary capacity. The jury by its verdict has so found. We are to consider whether or no that verdict is against the weight of the evidence. The probate of the will by the surrogate is made by section 2653a of the Code of Civil Procedure prima facie evidence of the. due execution and validity of the will, and the burden is placed upon the contestants of establishing the testamentary incapacity .of the testator. In Hagan v. Sone (174 N. Y. 317) the Court of Appeals set aside the direction of a. verdict in favor of the will, saying, however: “There was evidence in support of the allegations of the complaint sufficient for the consideration of the jury. The value and bearing of the evidence as well as its construction, when not clear, was for the body to which is committed the decision of all questions of fact. * * * Wills are not to be set aside by juries except for the gravest reasoqs. A person has the right to dispose of his property in such way and to such persons as he thinks best. It is only in a case where there is substantial proof of mental inca[316] pacify, or of undue influence, that courts or juries may'annul his testamentary act. * * *■ . The plaintiff’s proof might not have .satisfied the jury "that the deceased was either incompetent to make ■ a will or subjected to any undue influence, but there was enough of it to require us to hold that the jury was the branch, of the court that the law required to pass upon it. Questions of fact arising in an action, to determine the validity of a will are no different in this-respect, from questions of fact in any other case.” The same learned court said in McDonald v. Metropolitan St. Ry. Co. (167 N. Y. 70) : So -long’ as a question of fact exists, it is for the. jury and not for the court. ■ If the evidence is insufficient, or if that which has been introduced.is conclusively answered, so that as á matte! of law no question of credibility or issue of fact remains, then the question being one of law, it is the duty of the court to determine it. * * * The credibility-of witnesses, the effect and weight of conflicting and contradictory testimony, are all questions of -fact and not questions of law. If a court of review, having power to examine the facts, is . dissatisfied with a verdict because against the'weight or preponderance of evidence, it inay be set aside, but a new trial must be granted before another j.uryj so that the issue of fact may be- -ultimately determined by the tribunal to which those, questions are confided;”

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Heyzer v. Morris, 110 A.D. 313, 97 N.Y.S. 131, 1905 N.Y. App. Div. LEXIS 3910 (N.Y. Ct. App. 1905).

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129 A.D. 241 (Appellate Division of the Supreme Court of New York, 1908)