In re Proving the Last Will of Sheldon

1 Pow. Surr. 10, 16 N.Y.S. 454, 40 N.Y. St. Rep. 369
CourtNew York Surrogate's Court
DecidedSeptember 23, 1891
StatusPublished
Cited by2 cases

This text of 1 Pow. Surr. 10 (In re Proving the Last Will of Sheldon) 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 Proving the Last Will of Sheldon, 1 Pow. Surr. 10, 16 N.Y.S. 454, 40 N.Y. St. Rep. 369 (N.Y. Super. Ct. 1891).

Opinion

Kennedy, S.

The testatrix was a resident of Brookfield, in this county. The will was executed at the house of her nephew, [11]*11Truman H. Day, at Aurora, Ill., she at that time being on a visit to him at that place. She left property valued at nearly $40,000, substantially all of which was represented by securities in the hands of said Day, who, for fifteen years previous to her death, had acted as agent in making investments for her, rendering annual statements to her and remitting such sums as she desired for her personal use. The will was executed on the. 19th day of October, 1886, and the testatrix died on the 24th day of December, 1890, at the age of eighty-four years. At the time the will was executed she was in the enjoyment of her usual health, and so continued until a short time before her death. She was a woman of ordinary intelligence, had a clear understanding of her business affairs, and had the legal capacity to make a will and dispose of her property with a thorough knowledge of its amount and character and of her relation to those who would have been her heirs if she had died intestate. Her husband was dead, and her only heirs and next of kin were a sister and a number of nephews and nieces. By her will, after providing for her funeral expenses, she gave legacies to various nephews and nieces, none less than $500, amounting in all to the sum of $14,000. After which she gave her residuary estate of $21,000 to said Day, his adopted child, and eight grand nephews and nieces, children of her niece, Sarah H. Jones, share and share alike.

All the formalities which the law requires were observed in the execution of the will, hut its validity and proper execution are challenged by Solumnus D. Seaman, one of her nephews, residing at Aurora, Ill., on the ground of Mrs. Sheldon’s alleged incapacity to make it; and also on account of the alleged fraud and undue influence of said Day in the preparation and execution of the will. On the trial there was no evidence from which the lack of testamentary capacity could be inferred, nor any affirmative evidence of undue influence; but notwithstanding this, the contestant insists, because it appears, from the evidence the will was drawn by Mr. Day while she was at his house, and he was made an executor of, and a legatee under the will, and [12]*12further, that for many years he had acted as her agent in the management of her estate in Illinois, that the will was the product of fraud and undue influence on his part.

•The contestant claims that, under such circumstances, the proponent must give other than the usual evidence of the witnesses to the will, before it can be admitted to probate; that it must be shown the testatrix gave directions for its drafting, which were obeyed, or that it was read to or by her before its execution, and bases this proposition of law upon the ground that where the writer of a will has confidential relations with the testator, and the will makes him an executor or legatee thereof, such a presumption of fraud and undue influence arises that the ordinary proof of the execution of a will thus made does not rebut or outweigh such legal presumption; that the proponent must show, in addition thereto, that the will was made freely, without fraud and undue influence, and that the proponent should establish by affirmative evidence that none of the provisions of the will were dictated, suggested or brought about by his instigation.

The rule of law which the contestant invokes applies only to that class of cases where by reason of sickness, old age; mental and physical condition or other circumstances, the testator had not that health, intellectual vigor, independence of character, freedom of action and judgment to guard his rights and protect himself and his estate from the stealthy tread of those who Avould illegally take Avhat he had designed for others. We shall hold that Avhere a testator has that mental and physical vigor which is essential to make a valid will, it is not the law that the drawer of a will, even if he holds confidential relations to the testator, cannot be his executor or take a legacy thereunder; nor is it the laAV that if the attorney, physician or priest of the testator draAv a Avill in which there is a legacy to himself, that such will or such legacy is presumed to he fraudulent, nor in such a case is fraud presumed in aid of those who seek to overthroAv the will; nor does this fact, in the absence of evidence, warrant the presumption that the testatrix Avas unduly influenced , or was [13]*13improperly or fraudulently controlled in making her will. All that can be legally claimed for such a state of facts is that it may or may not be a suspicious circumstance; but whether it is or not depends upon the facts of each case.

The fact that a beneficiary is the attorney, guardian or trustee of a decedent does not of itself alone create a presumption against a testamentary gift; neither is it presumed to have been procured by fraud and undue influence in every case and under all circumstances; nor does that single fact call upon courts to pronounce against a will thus executed unless additional evidence is produced to prove knowledge of its contents by the deceased. It is only in that class of cases where the testator excludes the natxiral objects of his bounty that a will in favor of his attorney, physician, priest, is looked upon by courts with suspicion. To invalidate a will on the groxxnd of undue influence, there must be affirmative evidence of the facts from which such influence can be inferred. It is not sufficient that the party benefited by a will had the motive to exert such influence; there must be evidence that he did exert it, and so control the actions of the testator either by importunities which he could not resist, or by deception, fraud, or other improper means, that the instrxxment is not really the will of the testator. If a contestant alleges fraud and undue influence, or any other defense, it is his duty to prove it, becaxise fraud is never presumed from the existence of an opportunity to commit it. It must be established by such evidence that the influence of wrong doing follows as a natxxral and unavoidable result, and it is only so established when sxxch facts are proven that no other legitimate conclusion can be drawn. Justice to testators, heirs and legatees does not demand sxxch a rule of law as the contestant seeks to maintain, nor is there any necessity for its existence. If such were the law, testators woxxld, many times, be debarred the aid of an attorney, relative or other person in whom they had the most implicit confidence, and whose legal ability, knowledge of the testator’s affairs, or other circumstances made it especially necessary to have sxxch person dx*aw the will, provided he desired to [14]*14remunerate him for services rendered or to be rendered, or for faithfulness -to his interest, or from any other proper motive wished to give him a legacy. To say that every lawyer, doctor,, minister or other person holding confidential relations with a testator, who draws a will with a legacy to himself, is, from that simple fact alone, presumptively dishonest, his motives and his acts presumptively fraudulent and wicked, and the will presumptively the product of undue influence, is to assert a proposition of law which is no-t now, never has been, and probably never will be the law of this State.

The thief, the burglar and the assassin is each presumed to be innocent until the court, upon legal evidence, and after a fair and impartial trial, has imposed the sentence which the law demands for his crime.

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Related

Roche v. Nason
93 N.Y.S. 565 (Appellate Division of the Supreme Court of New York, 1905)
Seamans v. Day
21 N.Y.S. 477 (New York Supreme Court, 1892)

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Bluebook (online)
1 Pow. Surr. 10, 16 N.Y.S. 454, 40 N.Y. St. Rep. 369, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-proving-the-last-will-of-sheldon-nysurct-1891.