In Re Halton

161 A. 809, 111 N.J. Eq. 143, 1932 N.J. Prerog. Ct. LEXIS 29
CourtNew Jersey Superior Court Appellate Division
DecidedJuly 28, 1932
StatusPublished
Cited by15 cases

This text of 161 A. 809 (In Re Halton) is published on Counsel Stack Legal Research, covering New Jersey Superior Court Appellate Division primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Halton, 161 A. 809, 111 N.J. Eq. 143, 1932 N.J. Prerog. Ct. LEXIS 29 (N.J. Ct. App. 1932).

Opinion

This is an appeal from an order of the Ocean county orphans court denying probate of the alleged last will and testament of James D. Halton, deceased, and from the allowance of counsel fees to the proctors for the caveatrix-respondent. The appeal also brings up for review an order of the Ocean county orphans court directing the administrator pendente lite to pay to the widow of the decedent an undetermined amount sufficient to pay outstanding bills for necessities incurred by the widow between the date of the decedent's death and the entry of said order on March 31st, 1932, and also directing said administrator to pay the said widow $50 per week "for her support and maintenance," "from the income accruing to her interest in said estate." The widow, Mae U. Halton, filed a caveat against the probate of the alleged will, which was drawn by Thomas H. Halton, a brother of the decedent, at about nine A.M. on May 6th, 1930, in the decedent's room at Paul Kimball Hospital, Lakewood, New Jersey, a few moments before the decedent *Page 145 was taken to the operating room of said hospital for an operation from which he subsequently died. The will is in the following form:

"LAST WILL AND TESTAMENT OF JAMES D. HALTON.
I, James D. Halton being of sound mind do hereby bequeth to my wife May one-half of my total estate, after payment of debts, eighty per cent to be held in trust for her during her life and at her death to paid to my nephews and neices Thomas Halton, Jr., Elsie Halton Asbury, Thomas Lake and May Ellen Lake.

The remaining one half of my estate to be given to the nephews and neices above mentioned in equal portions.

My body to be cremated and the ashes scattered over Barnegat Bay.

Signed and witnessed this 6th day of May 1930.

Seal JAMES D. HALTON (Seal) Witnesses (Seal) Witness JULES BIERACH M D T.H. HALTON."

The grounds upon which this alleged will is attacked are stated by the court below to be:

1. That it was not executed in accordance with the statutory requirements.

2. Mental incapacity of the decedent.

3. That it was the product of undue influence.

The orphans court decided that the will was not executed in accordance with the statutory requirements and denied probate on that ground alone, and for that reason deemed it unnecessary to pass upon the other two grounds of attack.

I have carefully read and considered the voluminous testimony taken below, together with that taken in this court on this appeal, and have also considered the briefs of counsel.

I will now dispose of the grounds of attack on the alleged will in the inverse order of their statement by the orphans court.

I.
UNDUE INFLUENCE.
There is, in the whole record, not a scintilla of evidence indicating that the alleged will was the product of any influence, undue or otherwise, exerted upon the mind of the *Page 146 decedent by any person or persons, and this ground of attack may be dismissed without further consideration.

II.
MENTAL INCAPACITY.
The presumption of law is in favor of testamentary capacity and those who insist upon the contrary have the burden of proof.Whitenack v. Stryker, 2 N.J. Eq. 8; Elkinton v. Brick,44 N.J. Eq. 154; McCoon v. Allen, 45 N.J. Eq. 708; In re Craft'sEstate, 85 N.J. Eq. 125; In re Shimer's Will, 103 Atl. Rep. 383;1 Underh. 10686.

In the court below there was the usual array of medical experts, some of whom testified that the defendant was of insufficient mental capacity to make a will, and others of whom testified that he was fully capable. In number these witnesses were about equally divided. Other witnesses also expressed their opinions of the decedent's mental capacity; but the court is not obliged to accept the opinion of any witness or group of witnesses, medical or otherwise. In Loveridge v. Brown,98 N.J. Eq. 381, the court of errors and appeals, adopting the opinion of Judge Flanagan of the Essex county orphans court, held that such abstract opinions were of no importance, and "that no judicial tribunal would be justified in deciding against the capacity of a testator upon the mere opinion of witnesses, however numerous or respectable. The opinion of a witness must be brought to the test of facts, that the court may judge to what weight the opinion is entitled." See, also, Stackhouse v.Horton, 15 N.J. Eq. 202 (at p. 208); Waddington v. Buzby,45 N.J. Eq. 173. The question of testamentary capacity is one of fact to be determined by the court, and opinions, expert or otherwise, are mere aids to the court in reaching such determination but are in no sense binding. In view of the facts disclosed by the record, I have no hesitancy in saying that the decedent was mentally competent to make a will at the time the paper-writing here involved was prepared and executed. This finding is not necessarily any reflection upon those expert *Page 147 medical men who gave it as their opinion that the decedent was incompetent to make a will. Their opinions, and, indeed, I think the opinions of most, if not all, of the medical experts who testified on this point, were apparently based upon a mistaken idea of what constitutes testamentary capacity. As is usual in cases of this kind, the hypothetical questions propounded in the court below to these experts were couched in impressive language, which, I think, tended to magnify the thought that an extraordinary, or at least an ordinary mentality is required for testamentary capacity. This impression often results from the continued repetition of such words as "sound and disposing mind and memory," "comprehension of the character, nature and location of his property and the natural objects of his bounty," and the like formulae, by the lawyers engaged in the trial of the cause and by the court until witnesses easily, but perhaps unconsciously, become imbued with the idea that the word "sound," as applied to "a disposing mind and memory," means "whole, unbroken, unimpaired, unshattered by disease or otherwise," a phrase the subject of review in Den v. Johnson, 5 N.J.L. [*]454 (1819); but that phrase has never had the approval of this court, nor the unqualified approval of any court in this state. On the contrary, more than a century ago, it was disapproved by this court in Sloan v. Maxwell, 3 N.J. Eq. 563 (at p. 568), where Chancellor Vroom said that if such was the test of testamentary capacity "a will can only be made in the spring, or at the latest in the summer, and never in the autumn of life."

As early as January, 1831, the test of testamentary capacity, as laid down by Judge Washington in Den v. Van Cleve, 4 Wash.C.C. Rep. 262, 267, was adopted by this court. Sloan v.Maxwell, supra; Lowe v. Williamson, 2 N.J. Eq. 82. That test is as follows:

"He (the testator) must, in the language of the law, be possessed of sound and disposing mind and memory. He must have memory.

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Bluebook (online)
161 A. 809, 111 N.J. Eq. 143, 1932 N.J. Prerog. Ct. LEXIS 29, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-halton-njsuperctappdiv-1932.