In re Liddington's Will

4 N.Y.S. 646, 20 N.Y. St. Rep. 610
New York Supreme Court·Decided January 15, 1889·Published·Cited by 1 cases

Opinion

Martin, J.

On March 24, 1884, Valentine Liddington died at the town of Caroline, in Tompkins county, leaving what purported to be his last will and testament, and a codicil thereto. The will was claimed to have been made January 20, 1881, and the codicil, February 23, 1884. By this will the testator’s wife was given the net income of all his estate during the term of her natural life, and, if insufficient for her maintenance and support, his executor was authorized to use such of the principal as he deemed necessary for that purpose. Valentine Liddington, a nephew, was given 96 acres of land, such gift to take effect upon the death of the testator’s widow; and upon this land was charged the payment of certain legacies, amounting to about $700, which were payable at her death. Certain small legacies were then given, amounting to but a few hundred dollars; and the rest, residue, and remainder of the testator’s estate was given to Charles D. Kixon, who was made the executor of, and trustee under, said will, with full power to sell all the real and personal estate of which such testator died seised, except said 96 acres devised to Valentine, provided he should pay the charges thereon, and convert the same into money, and invest the same in any securities he might think proper, wherever they might be taken, giving him full and unlimited control and discretion as to any and all investments, and providing that he should not be liable for any loss therefrom, except for. willful and gross negligence. By the codicil, that portion of the 96 acres of land mentioned in the will which lay north of a certain road, except so much as was purchased of Thomas Woodruff by the testator, was given to Frederick Liddington, subject to the charges and liens thereon mentioned in said will; and all of the 96 acres lying southerly of such road, and all of the Woodruff farm north of such highway, were given to Valentine Liddington, subject to the charges thereon in the will provided for, and [647] the codicil then provided that such charges and liens should be paid equally by Frederick and Valentine. The testator them revoked the most of the legacies given by his will, and provided that they should remain a charge upon such land, and “go” to his said residuary legatee. The testator left him surviving a widow, but no child or children, or descendants thereof. His heirs and next of kin were F. G. Liddington, Valentine Liddington, Fannie English, Phebe Payne, Helen Strong, and Mary A. Ganoung, who were his nephews and nieces. After the death of such testator, and on October9,1884, the will and codicil were admitted to probate by the surrogate’s court of Tompkins county, without objection, on the petition of Charles D. Mixon, the executor, trustee, and residuary legatee named therein, and letters testamentary were issued to him. On October 6, 1885, and within one year after the will and codicil were admitted to probate, a petition, duly made and verified by Frederick Liddington and Valentine Liddington, was presented to the surrogate’s court of that county, asking that said Mixon and all persons interested in said probate should be cited to appear and show cause why the probate of said will should not be revoked, Citations for that purpose were duly issued to such executor, and certain other parties interested in such probate, but none were issued to said Mary A. Ganoung or Phebe Payne. They, however, subsequently appeared and asked to be, and were, admitted as parties to this proceeding. A trial was then had before the surrogate’s court, and resulted in the decree appealed from.

On the trial the court found “that for the three years and upwards before bis death said Liddington, the testator, was subject to sick spells, occurring more or less frequently, and lasting from a half hour to several hours’ duration, and during which he wandered in his mind, and did not know the attendants who surrounded him; that he finally died in one of the so-called ‘spells;’ that for five years and upwards before his death the deceased was afflicted with deafness, impaired eye-sight, and a memory so poor that at times he did not know his near neighbors or friends whom he had been acquainted with for many years; that at the time said will and codicil were executed said testator had upon him the infirmities of mind and body incident to extreme old age, and was in a condition to be easily influenced by those surrounding him, and in whom he had confidence. Said will and codicil were drawn by Charles D. Mixon, a lawyer who had for a number of years been the legal and confidential adviser of the deceased. He was a nephew also of the testator’s wife, but of no blood relation to the testator. Said will and codicil were not in accordance with the testator’s previous expressed intentions as to the manner in which he should dispose of his property, nor in harmony with his statements as to how he had disposed of the same after he had executed said will and codicil. o There is no evidence that said testator knewthe contents of said will and codicil at the time he executed them. There is no evidence that he ever read them, or had them read to him before their execution.”

The surrogate declined to find that at the time of the execution of said last will and testament, or of the codicil thereto, said Valentine Liddington was of sound mind and memory, and not under any restraint or undue influence, or that he acted freely and naturally, and had testamentary capacity, and refused to hold that the said Valentine Liddington was competent to make a last'will and testament on the 20th day of January, 1881, or that he was competent to make a last will and testament on the 23d day of February, 1884, or that said will and codicil wer§ valid and legal instruments.

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In re Liddington's Will, 4 N.Y.S. 646, 20 N.Y. St. Rep. 610 (N.Y. Super. Ct. 1889).

4 N.Y.S. 646 (In re Liddington's Will) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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