In re Campbell's Will

136 N.Y.S. 1086
CourtNew York Surrogate's Court
DecidedMarch 2, 1912
StatusPublished
Cited by16 cases

This text of 136 N.Y.S. 1086 (In re Campbell'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 Campbell's Will, 136 N.Y.S. 1086 (N.Y. Super. Ct. 1912).

Opinion

FOWLER, S.

The issues in this cause, introduced with much solemnity by reason of -the greatness of the estate; present no real difiL culty .either of law or of fact. They are those very' common in" this court: Want of testamentary'capacity of the testatrix and undue influence exerted over her by or in the interest of the beneficiaries of the will. The want of testamentary capacity here claimed is, however, of a subtle kind, and on the final argument it was not much pressed (for I [1091]*1091asked that question), except in conjunction with the charge of undue influence. The undue influence relied on by contestants presents this anomaly or singularity, that not one of the beneficiaries under the propounded script is charged with any connection with it, or even to have benefited by it to any appreciable extent. The persons really charged by contestants with the scheme of testamentary fraud—for, disguise it as we may, an allegation of undue influence is an allegation tantamount to a charge of fraud in its subtler aspects (Kinne v. Johnson. 60 Barb. 69; Matter of Will of Smith, 95 N. Y. 516)—^are completely disassociated from those who take under the paper propounded. This is a singular feature of this cause, but it is not more singular than the contestants’ alternate disavowals of fraudulent conduct or interest on the part of those charged with the scheme of undue influence and contestants’ insistence on the result of the acts charged. The contestants cannot in this particular delegate to the surrogate a burden they themselves are unwilling to assume.

[ 1 ] Either the will offered in this cause was the product of a scheme of deliberate fraud and baseness, exerted over a helpless and feeble testatrix, or it was her valid testamentary act. I at least must, at the outset, assume that the contestants’ charges are deliberaely made, with full knowledge of their gravity and consequences, if I am expected to apply correctly the rules of law applicable in this court to such serious allegations. There is no such thing in law as dolus bonus or fraud which contains no element of wrongdoing. In the Roman law there was no such thing as theft of land, yet if a person removed the landmarks, and thus appropriated it by inches, he was guilty of an analogous offense. So in our law, undue influence, while not a crime, is an offense against law and morality, or it would not be redressed in courts of justice. If I find undue influence in this matter, then the persons charged with exerting it must be convicted by established rules of law, and not on evidence or assertions and relations entirely consistent with good faith and fair dealing. In respect of any kind of fraud there is no via media, and I cannot accept the disclaimers of contestants of moral delinquency on the part of proponent, if I am expected to find against the will and those most concerned in its production.

Maria L. Campbell, whose formal testamentary intentions are the subject of this proceeding, died in this county in the year 1911 possessed of a very large personal estate and seised of considerable real property of much less value. Miss Campbell was the aged survivor of a family of brothers and sisters who had either died childless or unmarried. She was the last of her immediate race. The brothers and the sisters, while unmarried, all lived- together in this city until successive deaths finally left the testatrix alone in her residence, 177 Fifth avenue, where the family had removed from the still older residential parts of the town. The family life of testatrix was marked by a simplicity, seclusion, and- dignity characteristic of the old-fashioned world to which the testatrix obviously belonged, and- which is not without its legal significance. By successive inheritances and saving habits Miss Campbell had become in her lifetime a very rich woman. The history of the original inheritance illustrates to some extent how completely the tes[1092]*1092tatr'ix was freed from the natural claims of those the law termed her kindred, and how completely she was at liberty to do what she willed with her own. At the time of her death the nearest relations of testatrix were the first cousins mentioned in the will.

The contestants and the proponents in this cause were all related to testatrix through her mother, who was of the family of Bayard. But the great fortune of the testatrix was derived not from her mother, but through her father, Duncan Pearsall Campbell, from his mother, who was an heiress, of the family of Pearsall. It is curious that not one of the contestants or one of the beneficiaries under testatrix’s will had a drop of Pearsall blood in their veins. The estate of testatrix had been also- augmented by an inheritance from her deceased brother, who had in turn inherited it from his wife, a Miss Sanderson, an English lady of fortune, and the fortune of this lady ultimately had passed to testatrix. None of the contestants or the beneficiaries was related to the Sanderson lady in question. While the sources of fortune held in full property and dominion have a legal bearing only in cases of intestacy, when the law leans tó the ancient maxim, “Paterna paternis, materna maternis,” in some instances, yet the facts just denoted place some emphasis on the moral, as well as the legal, right of testatrix to do what she liked with her estate, irrespective of her maternal kindred, the Bayards, and their descendants and branches. Matter of Cornell, 43 App. Div. at page 244, 60 N. Y. Supp. 53. The testatrix left no surviving kindred of the Pearsall or English stocks indicated, whose moral rights in abstracto to expectations of inheritance from testatrix might have been better founded than any presented in this cause. The bare legal rights of contestants to share in the real estate in the event of intestacy are, however, on the other hand, clear. They can in no event assert rights in the personal estate of the deceased.

In her well-regulated and long life it appears that the testatrix had been most intimate with the immediate family of her maternal aunt, Mrs. Stephen Van Rensselaer, of Albany, who was her mother’s sister. It is this aunt’s children who are the principal beneficiaries under the will propounded. Mrs. Townsend, the daughter of Mrs. Stephen Van Rensselaer, had in the youthful days of testatrix passed a whole winter while at school in New York with her aunt, Mrs. Campbell, the mother of testatrix. 'Thus testatrix and her cousin, Mrs. Townsend, had grown up together. After the brothers and sisters of testatrix had passed away, the surrogate is able to perceive no more natural object of testatrix’s bounty than her first cousin, Mrs. Townsend, and Mrs. Townsend’s surviving brother and her sisters, Mrs. Berry and Mrs. Crosby, who were contemporaries of testatrix and her first cousins. It was at their father’s manor house in Albany that the maternal grandmother of testatrix, Mrs. Bayard, had lived and died. There is no doubt from the record that the testatrix and the immediate survivors of the family of General Stephen Van Rensselaer were, at the time of the will, not only the most closely related to testatrix, but on the most intimate terms of all the parties to this proceeding. It is apparent that even those survivors of Gen. Van Rensselaer’s family who lived at a distance from testatrix were never forgotten by testatrix in [1093]*1093her lifetime. It was this particular branch of testatrix’s maternal relations whom she knew best personally and that by law would! take all her large personal estate under the statute of distributions of this state.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re the Estate of Mancuso
196 Misc. 2d 897 (New York Surrogate's Court, 2003)
In re the Estate Lawson
75 A.D.2d 20 (Appellate Division of the Supreme Court of New York, 1980)
In re the Probate of the Alleged Last Will & Testament of Henderson
253 A.D. 140 (Appellate Division of the Supreme Court of New York, 1937)
In re the Estate of Heughes
144 Misc. 922 (New York Surrogate's Court, 1932)
Page v. Phelps
143 A. 890 (Supreme Court of Connecticut, 1928)
In re the Estate of Forster
105 Misc. 24 (New York Surrogate's Court, 1918)
Ekern v. Erickson
157 N.W. 1062 (South Dakota Supreme Court, 1916)
In re Proving the Last Will & Testament of Schober
14 Mills Surr. 310 (New York Surrogate's Court, 1915)
Breadheft v. Cleveland
108 N.E. 5 (Indiana Supreme Court, 1915)
In re the Contested Will of Spooner
13 Mills Surr. 482 (New York Surrogate's Court, 1915)
In re the Probate of a Paper Propounded as the Last Will & Testament of Knight
12 Mills Surr. 567 (New York Surrogate's Court, 1914)
In re the Last Will & Testament of Crockett
12 Mills Surr. 393 (New York Surrogate's Court, 1914)
In re the Contested Will of Burke
12 Mills Surr. 239 (New York Surrogate's Court, 1914)
In re Gedney's Wild
142 N.Y.S. 157 (New York Surrogate's Court, 1913)

Cite This Page — Counsel Stack

Bluebook (online)
136 N.Y.S. 1086, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-campbells-will-nysurct-1912.