Horn v. . Pullman

72 N.Y. 269, 1878 N.Y. LEXIS 508
CourtNew York Court of Appeals
DecidedJanuary 29, 1878
StatusPublished
Cited by83 cases

This text of 72 N.Y. 269 (Horn v. . Pullman) is published on Counsel Stack Legal Research, covering New York Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Horn v. . Pullman, 72 N.Y. 269, 1878 N.Y. LEXIS 508 (N.Y. 1878).

Opinion

Andrews, J.

The will of Cornelius Horn, the validity of which is the subject of this controversy, was executed on the 19th day of June, 1875, at his house in the town of Bussia, Herkimer county, and the testator died on the second day of September of the same year, being then of the age of eighty-three years. tie left six children, three sons and three daughters, surviving him, the youngest being about forty-five years of age. The wife of the testator died many years before him. The contestants are the three sons and two of the daughters of the testator, and they contest the will on the ground that there was an absence of testamentary capacity in the testator when the will was made, and also that it was procured by undue influence of the principal beneficiaries. The surrogate admitted the will to probate, and his decree was affirmed at General Term.

*273 The testator, by the will in controversy, gives to each of his children a legacy of five dollars, and the residue of his real and personal estate to his grandson, Cornelius Pullman, and'his wife, Sarah M. Pullman, subject to the payment of his debts, and the .expenses of his last sickness and of his burial. He had made three wills prior to the one in controversy. The first will was made in August, 1872, while upon a visit at the house of his son Ephraim, in Oneida county, where for several weeks he was detained by sickness. By this will he gave legacies to his daughters; $200 to his daughter Mrs. Pullman ; $250 to Mrs. Abel; and to his three sons—Ephraim, Henry and Hartley—he gave the residue of his estate. The second will was made in August, 1873, by which he gave legacies of from $100 to $300 to each his daughters, the legacy to Mrs. Pullman being the largest, and also a legacy of $300 to his grandson Cornelius, and made his sons, as in the first will, his residuary legatees. The third Avill was made in October, 1874, and is substantially like the will in question, except that it contained a condition for the care, support and maintenance of the testator by his grandson and his wife.

The testator, in the Avill now in controversy, declares that the devise and bequest to Cornelius and his Avife is made “ in payment and satisfaction of the affection I bear them, and of and for the faithful care and support of my declining years rendered by them;” and the will of 1874, also contains expressions indicating affection and gratitude on the part of the testator to his grandson and his wife, for their kindness and care. The testator, when the will in question was made and at the time of his death, owned a farm of seventy-five acres in the town of Russia, upon which he had lived for about thirty years, and his real and personal estate together was of the value of about $3,000. In 1869, his grandson Cornelius and his Avife went to live upon the testator’s farm, and in his house, and the testator lived with them from that time to his death. Cornelius managed the farm and his Avife conducted the affairs of the household, and they had the care *274 of the grandfather. One of the sons of the testator and two of his daughters lived within one to two miles of his house, and two of the sons lived in the county of Oneida. The children did not see their father frequently. One of the sons saw him “on average about twice a year;” another, “as often as once a year for the last five or six years;” another, “ was there in the winter before he died;” one daughter, during the last year or two of his life, saw him “ a few times.” The witnesses, whose language I have quoted, are referring to the occasions when they saw the testator at his house. Occasionally the testator visited his children, but these visits were infrequent,. and except on the occasion of the visit to his son in 1872, when he was taken sick, were short. So far as it appears the relations existing between the testator and his children were, in a general sense, friendly, as were also the relations between the children of the testator and his grandson and his wife.

The facts bearing upon the testamentary capacity of the testator in June, 1875, disclosed by the evidence, leave no doubt, I think, of his competency to make a will. He had infirmities incident to advanced age. The sickness of 1872 left him enfeebled in body. He had at times dysentery of somewhat chronic character, and during the last few years of his life was troubled by a retention of urine, for which difficulty he was obliged to resort to medical assistance. His sight and memory was considerably impaired. He took no active part in the business of the farm for several years before he died. He was much more quiet and reserved during the last two or three years than ho had formerly been, and did not readily engage in conversation, and was less cheerful, “ and did not like to joke ” as formerly. Some of the witnesses state that for a year or two before his death he would repeat questions, sometimes two or three times during the same conversation, but a number of witnesses, his neigh, bors, and others who saw him more frequently than those who spoke of this fact, state that they had never observed it. He sometimes did not readily recognize persons with whom *275 lie was acquainted, and had to be told who they were; but the instances given by witnesses are most, if not all of them, consistent with the theory that his failure to recognize acquaintances was owing to his defective sight. It would not be useful to consider in detail the evidence given, on the part of the contestants, to establish the want of testamentary capacity in the testator. Standing alone, it would be insufficient to avoid the will upon this ground. It does show impaired mental and bodily powers, but it falls short of establishing that the testator did not understand his relations to his children and others, the condition of his property, and the nature and effect of a testamentary act. He made sensible replies to questions put to him, and talked intelligently upon ordinary topics. The proponents introduced much evidence bearing upon the testable capacity of the testator. He was a man of limited education, but he could read, and within a few months before his death he borrowed of a neighbor the life of “ Lincoln and another book, which he read. He paid the school-tax in 1872-3 and 1874, and on each occasion before paying insisted upon examining the tax-list to see if the amount claimed was correct. On the fifth of July, before his death, he went to the house of his son Henry and surrendered to him a note he held against him, and on the same day applied to a person who owed him a small debt for payment, and received a bill, giving back the change. There are a variety of other circumstances proved, tending to show that the testator acted intelligently in the matters which engaged his attention. His sphere of action was limited. The small matters of business referred to seem trivial, but they are as important as any of the interests which the testator had, aside from the management of the farm, which was committed to his grandson. Dr. France was his physician during the last five years of his life, and visited him in that capacity. He states that he had frequent conversations with the testator during the five or six months preceding his death, and that he discovered that his memory of recent events was impaired. Dr. France was one of the subscribing witnesses *276 to the wills of 1874 and 1875.

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Bluebook (online)
72 N.Y. 269, 1878 N.Y. LEXIS 508, Counsel Stack Legal Research, https://law.counselstack.com/opinion/horn-v-pullman-ny-1878.