In re Bennett's Will

133 N.Y.S. 409
CourtNew York Surrogate's Court
DecidedFebruary 5, 1912
StatusPublished
Cited by1 cases

This text of 133 N.Y.S. 409 (In re Bennett's Will) is published on Counsel Stack Legal Research, covering New York 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 Bennett's Will, 133 N.Y.S. 409 (N.Y. Super. Ct. 1912).

Opinion

GRANT, S.

[1, 2] Sarah J. Bennett, the decedent, died at Franklin, N. Y., June 13, 1910, leaving her surviving a sister, Amelia Betts, two nieces and one nephew, children of a deceased sister, and leaving a last will and testament, executed April 29, 1910. At the- time of the execution of the will she was possessed of personal property amounting to $2,500. On the same day and prior to the execution of the will, the testatrix entered into a contract by which she transferred to George E. Armstrong and wife all her property except about $200, her personal clothing, some keepsakes, household effects, etc., which she desired to go to some personal friends and neighbors; the [410]*410consideration for the transfer being that they should care for her during her lifetime, pay the expense of her burial, cause a marker to be placed at her grave and the grave of her deceased husband, etc. After the execution of this contract, she made her will in which she gave all her property to George E. Armstrong and wife. The Armstrongs were no blood relation to the deceased. Mrs. Armstrong was a niece of her deceased husband.

The witnesses to the will were Lewis E. Raymond, of Eranlclin, who drew the will, and who is the attorney for the proponent herein, and Melissa Munson, a friend and neighbor of Eranklin.

Mr. Raymond testified that he resided at Franklin; knew testatrix all his life; did more or less professional business for her; had the first conversation with reference to the execution of the contract and will the morning of the execution of the will at her home. She had sent for him to come. When he went in, she said, “Hello, Lou.” He asked her what she wanted to see him for, and she replied she had been thinking the matter over of making arrangements with Mr. and Mrs. George E. Armstrong to come there and take care of her. She said she had been figuring up her property, and said she had about $2,500. He asked her what it consisted of, and she replied she had a mortgage on the Virgil Ogden property amounting to $1,400 or $1,500, and a mortgage on the Southard farm, town of Sidney, for $1,000, and about $45 in cash besides her household goods and effects. She said it was costing her about $50 a month to be taken care of. She was hiring Lewis Bennett to stay nights and a woman daytimes to do her housework, and, if she lived a good many .years, her money would be all used up. She said she had offered to give George Armstrong and his wife her property if they would come and take care of her as long as she lived, and bury her and put up a headstone or markers at her grave and her husband’s. She said they were nearest to her of any one, and asked Raymond what he thought about it. He replied it was a lottery how long she would live; that, if she lived a number of years, it would be a good investment for her to do it. It insured her good care. Raymond says he asked her if she had talked with them about' it, and she replied she had sent word by Charles Bourne that she wanted them to come and take care of her, and she would give them her property. She said there were certain keepsakes she wanted some of her friends to have. She wanted Mrs. Munson to have all-her wearing apparel. She wanted Mrs. Munson also to have some rugs that she had formerly given the testatrix. An old-fashioned pair of blankets she wanted Libbie Briggs, a friend who had lived near her, to have. A large gilt mirror she wanted Sarah Chamberlain, a former neighbor- who had been kind to her, to have. These things she said she wanted to give away as keepsakes to her friends; but the remainder of her property she was willing to give Mr. and Mrs. Armstrong if they were willing to come and take care of her, and bind themselves to do it, and she wanted the property fixed some way so they would be certain to have it when she was gone.

[411]*411Raymond asked her what security she would require if she gave them the property, and she said, if Etta Armstrong’s mother who lived near would guarantee the fulfillment of it, she would be willing to do it. She also suggested she would want to reserve something to pay her subscription to the church, and also have a little spending money that she might give to her friends to use without asking the Armstrongs for it. Raymond asked her how much she wanted to keep out, and she replied about $200, and wanted to know how it could be arranged. Raymond suggested he would pay her $200 on the mortgage on the Southard place. She said she did not want to take it, as she wanted it on interest. Raymond then suggested he would give her his note payable on demand, and indorse it on the mortgage, and it was arranged that way. A note was given and indorsed on the mortgage by Raymond. She then told him to prepare a contract and a will to fix it so that whatever she had left that she did not give them that day they would get at her death. Raymond then went to his office, drew the contract, and came back after dinner. The testatrix was sitting in her chair by the window. The contract was read over to her. She asked particularly about the guaranty, if Raymond thought it was strong enough to hold in case Mr. and Mrs. Armstrong should die or fail to carry out the terms of the contract. Raymond assured her he thought it was. The will was drawn at the house. The contract was first executed, then' the will. Both papers were signed by her. She asked Raymond and Mrs. Munson to sign as witnesses, which they did. The will having been executed under the direction of an experienced attorney, there is not much doubt but that the requisite formalities were complied with, although the memory of the other subscribing witness is somewhat vague as to what transpired.

Melissa Munson, the other subscribing witness, testified she lived at Franklin, was 70 years of age, knew the testatrix from childhood, was with her a few days about the time of the execution of the will because her girl was absent. She was shown the will, and asked if her name appeared upon it. She replied she did not remember making it, but her name was there. She was asked if she saw Sarah J. Bennett sign her name to it; and she replied:

“I saw her write on the paper, but did not know what she wrote; saw her sign her name only this once, signed her name, saw Raymond write, did not know what he was writing.”

A number of witnesses were sworn in behalf of the proponents, tending to show that the testatrix at or about the time of executing the contract and will was of sound mind and memory and competent to make a will.

It is claimed by the contestant that the testatrix at the time of executing the contract and will was not of sound and disposing mind and memory, and was not competent to make a valid testamentary disposition of her property, neither was she competent to make the Armstrong contract; that both were the result of undúe influence; that in April, 1908, she suffered a shock of cerebral apoplexy; that' [412]

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Bluebook (online)
133 N.Y.S. 409, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-bennetts-will-nysurct-1912.