In re Miller's Will

76 N.Y.S. 351, 72 A.D. 615

This text of 76 N.Y.S. 351 (In re Miller's Will) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Miller's Will, 76 N.Y.S. 351, 72 A.D. 615 (N.Y. Ct. App. 1902).

Opinion

O’BRIEN, J.

Charlotte Miller, a widow about 56 years of age, having no children, died on the 2d of March, 1901, at 64 West Fortieth street, for many years her residence, leaving an instrument purporting to be her last will and testament, dated February 20, 1901, and disposing of property, real and personal, amounting to about $55,-000. The greater portion of her estate was given by it to Margaret Schultz, wife of William Schultz, who had previously been married [352]*352to Mrs. Miller’s deceased sister. Minor bequests were made to William Schultz, to Julia Katzenstein, and to other “friends” of the decedent, while to each of two nieces, children of her deceased sister, she gave the sum of $500. Two servants received $250 each. The will explains in detail that Mrs. Schultz was made principal legatee because she had been a faithful companion and guide to Mrs. Miller, and because the relatives of the testatrix had neglected her. It further provides that William S. Katzenstein, husband of Julia Katzen•stein, should be retained by the executors as their attorney. The •executors included Mr. Kramer, father-in-law of Katzenstein, and Mrs. Miller’s last physician, Dr. Herold. The latter, with ICatzen•stein, the two servants named in the will, and a third servant in the employ of Mrs. Schultz, were subscribing witnesses. The day after the signing of the will it was deposited with the probate clerk.

On behalf of the proponents, it was testified that the evening before the execution of the instrument, nearly all the legatees and witnesses being present at Mrs. Miller’s house, the terms of the will were discussed, and Mrs. Miller, who was lying upon a couch, instructed Mr. Katzenstein as to its provisions; and that on the following morning he drew up and read to her a paper in words corresponding with her oral directions, and she assented to it as her will, and, seated at a table, signed it, and requested the others to sign, which they then did in her presence. The statements of the subscribing witnesses do not in every detail coincide; but, as said in Re Seagrist’s Will, 1 App. Div. 617, 37 N. Y. Supp. 496, if they did “undertake to tell all that occurred in precisely the same order, each giving the same incidents as the others in precisely the same words, that fact would be of itself a suspicious circumstance.” Here, moreover, it was not found by the surrogate, nor is it strenuously insisted by the contestants, that the necessary statutory formalities were not followed; and the testimony is that the decedent, not content with the signatures of her lawyer and physician as witnesses, requested and obtained the signatures of the three other persons.

The real attack upon the instrument offered for probate is that the decedent did not at the time of its execution possess testamentary capacity, and that she acted under duress. The evidence shows that Mrs. Miller had during her life personally managed her affairs, and was a woman of intelligence, strong personality, and force. In addition to her house on Fortieth street, which she conducted in part as a lodging house, she owned property at Mount Vernon, and, through the Second National Bank, was interested in other investments. . She had been an active and successful litigant in a contest over a will in which she was a legatee, but some little time before her death had a falling out with the lawyer who had represented her interests. It was stated by the surrogate, and was not disputed, that down to June, 1900, she had perfect possession -of her faculties. She had, however, during her life been addicted to drink, and her health was consequently impaired, and her physician, Dr. Kolb, had been and was in attendance upon her down to February 8, 1901. It is upon his testimony and that of an expert, Dr. Hammond, who at that time, through his intervention, examined Mrs. Miller, that [353]*353the contestants principally rely. These witnesses testify that Mrs. Miller exhibited all the symptoms of paresis, and claim that the disease being a progressive one, and practically incurable, she had, at the time they examined her, reached such a state that she could not thereafter, and when the will was signed on February 20, 1901, have had a lucid interval such as to enable her to make an intelligent disposition of property. They describe her tremulous manner and staggering walk, the enlargement of the pupils of her eyes, and, as the strongest evidence of her disability, assert that she was subject to hallucinations, and that on the night of February 6, 1901, she had an attack of this nature, and believed there were dead men in her room, and of this she told them on the morning of February 8th, when they examined her, and insisted as a fact that dead men were actually present. They also claim- that another delusion at that time was that there were some quail in the house, which, in spite of the denials of the servant, she insisted should be sent to Mr. Schultz. Dr. Kolb states that he told Mr. and Mrs. Schultz of the serious and mentally feeble condition of Mrs. Miller, and, when he next called, was informed that he was not wanted. Although Mr. and Mrs. Schultz deny that they were told that Mrs. Miller was mentally unsound, it is undisputed that soon after February 8th they went to live in the same house with Mrs. Miller, and their physician, Dr. Herold, began attending her, and their lawyer, Mr. ICatzenstein, was the one called to draw her will. It also appears that Mrs. Miller’s nurse soon left, though it is testified that she did so upon her request, and another nurse, who had attended Mr. Schultz in an illness, came to the house a day or so after the will was signed. To meet the testimony of the physicians, Dr. Herold testified that, when informed of Dr. Kolb’s decision, he examined Mrs. Miller for paresis, but concluded she was not suffering from that disease; that she improved under his treatment, and was not irrational or subject to delusions, and that the incident of February 6th was to be ascribed to temporary excessive drinking. This explanation is corroborated by others in the house, who say that Mrs. Miller drank heavily that day, and became drunk, but when undressed and put to bed calmed down, and the next day was all right. They further state that when Dr. Hammond called, two days later, she exclaimed that he was a mental expert, and asked why he had come. Another expert, Dr. Hamilton, who had not seen Mrs. Miller, testified, in answer to hypothetical questions, that she might have had sufficient mental capacity to act intelligently, and that the symptoms related would not necessarily indicate paresis, but might be the result of alcoholic indulgence. As to the alleged delusion regarding the quail, it was testified that there had been received a box of quail, and that day a messenger boy (who testified in person) was sent with some of them, not to Mr. Schultz, but to Mr. Erdman, a former lodger. Mr. Erdman testified that on February 14, 1901 (some days after Dr. Kolb concluded Mrs. Miller was hopelessly deranged in mind), he received as a birthday present from her some flowers, together with a note; and his letter in answer, dated February 15th, he identified, and also one he sent her February yth. A florist testified that Mrs. [354]*354Miller called February 14th, and purchased the flowers. Dr. Herold further says that on February 12th, Lincoln’s birthday, Mrs. Miller related to him some personal reminiscences of Lincoln. And the nurse who began attending her a day or two after the execution of the will testified that she recognized her as the nurse who, two years previously, had cared for “William” (Mr. Schultz). Although Dr. Kolb asserts that Mrs.

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Related

In re Seagrist
1 A.D. 615 (Appellate Division of the Supreme Court of New York, 1896)
Brennan v. Storm
21 A.D. 236 (Appellate Division of the Supreme Court of New York, 1897)

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Bluebook (online)
76 N.Y.S. 351, 72 A.D. 615, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-millers-will-nyappdiv-1902.