In re a paper-writing purporting to be the last will & testament of Smith

133 A. 43, 4 N.J. Misc. 353, 1926 N.J. Misc. LEXIS 1
CourtEssex County Surrogate's Court
DecidedApril 1, 1926
StatusPublished
Cited by1 cases

This text of 133 A. 43 (In re a paper-writing purporting to be the last will & testament of Smith) is published on Counsel Stack Legal Research, covering Essex County Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re a paper-writing purporting to be the last will & testament of Smith, 133 A. 43, 4 N.J. Misc. 353, 1926 N.J. Misc. LEXIS 1 (N.J. Super. Ct. 1926).

Opinion

Porter, J.

This ease comes before me on appeal from a decree of the surrogate, admitting to probate a paper-writing purporting to be the last will and testament of Leila M. Smith, deceased.

The appellant’s contention is that there was a lack of testamentary capacity and that undue influence was resorted to in the procurement of the will. The testimony is that testatrix, Leila M. Smith, was unmarried and lived with her widowed mother in the village of South Orange, where together they occupied a large old-fashioned house, and where [354]*354Miss Smith died on September 13th, 1925. Miss Smith was over fifty years of age, and Mrs. Smith, her mother, over eighty years of age. The other members of the household were Margaret Cunningham, a cook and house servant, and Jessie B. Browning, a practical nurse who looked after Miss Smith. John McGarry was also employed about the place as gardner and furnace man. Mr. Smith died about eight years ago. ' Miss Smith was a.n invalid for many years, and for several years before her death was practically helpless, unable to walk, write, dress or feed herself. Her vocal organs were affected so that she did not speak distinctly. Both she and her mother -were, and had been for years, members of the Church of the Holy Communion of South Orange. They had not attended service there since Mr. Smith’s death. The rector of that church, Rev. George A. Hanna, was in the habit of calling upon them and administering the sacrament of Holy Communion to them about four times each year.

First, as to testamentary capacity.

The testimony clearly shows that Miss Smith was very intelligent and fully competent to make a will. In fact, there is no testimony to the contrary except as to her mental condition during the last days of her life. Up until about ten days or two weeks before her death she was able to sit in a chair, as had been her habit. During the last ten days or two weeks, however, her condition became such that she was unable to be taken from her bed.

The alleged -will was dated September 11th, 1925, which fell on Friday, death ensued on Sunday morning, September 13th. The attending physician, Dr. William E. Wakeley; Rev. Mr. Hanna, the nurse, Mrs. Browning; the servant, Miss Cunningham; the latter’s niece, Marie Gelshiman; Mary G. Elsmore and Arthur A. Mitchell, all testified as to Miss Smith’s physical condition on September 11th, the date of the alleged wall. The last three named were the attesting witnesses to it. The testimony of these witnesses as to what transpired in the sick room and the conversations had between some of them and Miss Smith on that day leaves no doubt that she was possessed of her mental faculties and [355]*355was fully competent to comprehend the nature of her acts and therefore had testamentary capacity.

Against that testimonjq however, is that of Mrs. Smith, who testifies that Miss Smith was only semi-conscious on Friday, the 11th, and that she had been with her practically all of that day. Dr. Wakeley’s testimony is that Miss Smith had a sinking spell and was nearly in a state of coma on the preceding Tuesday or Wednesday, and was not in that condition on Friday. The clear weight of the testimony is that Miss Smith was not in the condition on Friday described by her mother. Mrs. Smith has evidently referred to her daughter’s condition of coma as spoken of by the doctor, and is mistaken as to the day of its occurrence. The testimony is that the will was received by mail on the 10th and read to Miss Smith on that day. Mrs. Nicolay testifies that she called at the Smith home on Thursday, the 10th, and was there from about eleven to two o’clock, and that Miss Smith was very sick and did not speak to her. That does not necessarily disprove the fact of her having been too- sick at other times that day to have understood the reading of the will.

The standard of testamentary capacity has been fixed by our courts at a very low point in the scale of intelligence. The right of a testator, however feeble his powers of mind or body, to the control of his property by testamentary disposition, so long as he has intelligence to exert it, has been inflexibly maintained. Loveridge v. Brown, 3 N. J. Adv. R. 1050. Thus, in the case of In re Hanes’ Estates, 3 N. J. Adv. R. 1651, it was said: “Our courts guard the right of testamentary disposition jealously. They hold that this right may be exercised by a person of very moderate capacity. He must have a disposing mind and memory, but his memory may be very imperfect. lie may not be able at all times to recollect names, persons or the families of those with whom he has been intimately acquainted. He may at times ask idle questions, and repeat those which have been asked and answered ; he may not have sufficient strength of memory and vigor of intellect to digest all parts of a contract, and yet be competent to make a will. If he is capable of recalling of [356]*356what his property consists 'and who, either in consequence of ties of blood or friendship, should be objects of his bounty, and has a mind sufficiently sound to enable him to know and to understand what disposition he wants made of his property after his death, he may make a valid will.” See, also, Ward v. Harrison, 3 N. J. Mis. R. 470; In re Freeman’s Will, 2 N. J. Mis. R. 786.

Applying these principles to the case under consideration it must follow that Miss Smith possessed testamentary capacity at the time of the execution of the will by her.

Second, as to undue influence.

The first inquiry is as to the person or persons against whom this, charge lies and the motive. The will remembers the friends and relatives of Miss Smith, the nurse, the servants and the library, and gives the residue to Eev. Mr. Hanna in trust for the use of the church. Mrs. Smith, of course, as the nearest, and, I take it, the dearest relative of Miss Smith and the natural object of her bounty. She is left only certain jewelry. However, the will gives the reason for that, saying, “My mother is already well provided for, so that I give her nothing more.” Prom the testimony it appears that Mrs. Smith owns valuable real property, one piece in New York ■City, the income from which maintains her. It would seem that there was a basis for that statement in the will, and that the reason for not leaving anything of substance to Mrs. Smith was based on facts or what, at least, could have been considered fact by Miss Smith.

Miss Smith was deeply religious and very much interested in the work of the-church, and especially in the Alaska mission. The nurse had been caring for Miss Smith for nearly two years. The servant for about eighteen years and the gardener for several years. The amounts bequeathed to them are not large nor unreasonable. There is some testimony that Mrs. Browning was not always kind to Miss Smith. It may be argued from that that Miss Smith would therefore not be likely to remember her in her will. But Mrs.. Browning attended to the preparatioh of the will, as will be referred to later, and so would not likely be left out because [357]*357of that fact. The testimony of her unkindness showed nothing serious to have occurred and in itself can have but little weight. The Rev. Mr. Hanna had no knowledge of the will until after Miss Smith’s death. He testified that she had never discussed the subject of a will with him. He does not personally profit by the will, and, of course, there is no evidence of any kind that he had anything whatever to do with the making of it.

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133 A. 43, 4 N.J. Misc. 353, 1926 N.J. Misc. LEXIS 1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-a-paper-writing-purporting-to-be-the-last-will-testament-of-smith-njsurrctessex-1926.