In re Proving the Last Will & Testament of McDermott

14 Mills Surr. 356, 90 Misc. 526, 154 N.Y.S. 923
CourtNew York Surrogate's Court
DecidedMay 15, 1915
StatusPublished
Cited by1 cases

This text of 14 Mills Surr. 356 (In re Proving the Last Will & Testament of McDermott) 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 & Testament of McDermott, 14 Mills Surr. 356, 90 Misc. 526, 154 N.Y.S. 923 (N.Y. Super. Ct. 1915).

Opinion

Schultz, S.

— The instrument offered for probate as the last will and testament of the decedent bears date January 6, 1914. On the twenty-fourth day of January he was removed from his place of residence to a private hospital and sanatorium where he died on February 6, 1914. He had been suffering with cancer of the reteum, characterized by the medical witness as a progressive disease. He left him surviving as heirs at law and next of kin and a half-brother, half-sisters, nephews, nieces, grandnieces and a grandnephew, in all forty-one in number. Some of these heirs at law and next of kin have filed objections to the propounded document upon the'usual grounds.

[358]*358The evidence is clear and to my mind convincing that the document in question was executed on the day it bears date and that the statutory formalities of execution were fully complied with, and I so find. Two questions remain for consideration, namely, whether the execution of the instrument was procured by the exercise of undue influence, restraint, fraud or duress, and whether the alleged testator at the time of execution was of sound and disposing mind and memory.

There is no evidence that the testator was under any restraint at the time of the execution of the alleged will, or that any fraud was perpetrated or duress exercised. The evidence as to such execution, on the contrary, indicates that he was free from the same. 27or is there any evidence which in my opinion would make a finding possible that the document was procured by undue influence. The latter being, as defined by the Court of Appeals, an affirmative assault on the validity of a will ” (Matter of Kindberg, 207 N. Y. 220), must be proved by the contestant, and from the evidence before me I conclude that the contestants have not sustained the burden of proof which is upon them in this regard. Opportunity to exercise undue influence is not enough to justify the conclusion that it was exercised. (Cudney v. Cudney, 68 N. Y. 148 ; Post v. Mason, 91 N. Y. 539.) I accordingly determine that the document was not the result of such influence.

The only question which I consider debatable is whether the decedent was of sound mind when the act of testation took place. It is proper that in considering the testamentary capacity of this alleged testator, his life, surroundings, relationships and friendships should be inquired into. He was upwards of seventy years of age and lived alone in a tenement house, occupying four rooms. Of his forty-one relatives, two resided within a comparatively short distance of his home; two resided in the State of 27ew Jersey within about two hours [359]*359travel from his home, and the others lived considerable distances from his place of abode, some in Ohio and others, among whom were seven minors, in Europe. There is no testimony in this proceeding which shows that any of the thirty-four relatives of full age ever showed any solicitude for this old man. With the exception of that of one witness, who testified that two years ago a man called upon the decedent who stated that he was his nephew, and that the same man called again in November, 1913, the testimony on both sides seems to be in accord and to the effect that none of his relatives who lived within calling distance ever visited him or paid the slightest attention to his wants. Nor is there anything before me which indicates that those who lived at a distance ever showed that they knew of his existence or ever gave him a thought or sent him a word of greeting. On the contrary one of the witnesses with whom the decedent was on terms of intimate friendship testified that he told her that he never received any mail.

It is urged on behalf of the contestants that the fact that the. decedent in the propounded document made no provision for any of these relatives, but on the contrary left all his property consisting of some $12,000, as set forth in the amended petition, to a person not related to him, lays the alleged will open to the criticism that it is an unnatural will. Before the instrument is criticized in that respect, the relations existing between the decedent and his heirs at law and next of kin should be considered to ascertain whether it is contrary to what the testator from his feelings toward his relatives, if known, would have been expected to make; and when as here such inquiry discloses an apparent lack of intimacy between the testator and his relatives and a seeming lack of interest on their part for the welfare and care of the testator in his old age and ill health, I am not inclined to give much weight to the contention that the provisions of the propounded document are unnatural and indicate a lack of testamentary capacity.

[360]*360The burden of proving the testamentary capacity of the decedent at the time of the execution of the propounded document is upon the proponent. (Cases cited in Matter of King, 89 Misc. Rep. 638.)

Three witnesses testified to his mental condition upon the day the document was executed. Of these, two were subscribing witnesses. One of these subscribing witnesses had never seen the decedent before and his opportunity to judge of the decedent’s mental capacity was limited to a period of about fifteen' minutes in duration during which the document was executed. His opinion is that the testator was of sound mind at that time, but his opinion must be considered in the light of the short time which he had to observe the decedent and the occurrences which took place at that time and uopn which that opinion was based. The other attesting witness, however, knew the decedent for upwards of four years and had been in the habit of having a few words of _ conversation with him once or twice each week during that period, the witness being an attendant in the church at which the decedent attended and meeting him during the church services. He testifies to receiving instructions for the preparation of the will on January third and to his attendance on January sixth. Another witness who saw him on that day was, a neighbor living in the same house who attended to his wants during his last illness and before he was removed from his home, and saw him practically every day for a period of six years, and she testifies that his acts and conversations impressed her as rational. She also testifies that on the very evening when the will was executed he went to church, and after services spent about half an hour with her and her family in her apartment. The landlord of the premises where the decedent resided testifies to seeing him on numerous occasions, one of which was the .day before the document was executed and states that his conversations and acts at that time as testified to by him impressed him as being rational. No witness offered [361]*361by the contestant testifies to having seen him on the day the will was executed. Several witnesses testified to acts of the decedent and conversations had with him during the months of November and December preceding the execution of the instrument, which impressed them as being irrational. Two neighbors who resided on the same floor of the tenement where the testator lived also testified to occurrences, some of which took place a few days before the date of execution of the instrument, and some nine or ten days after that date, which they say impressed them as being irrational.

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

Related

Watts v. Farmer and Jensen
181 P.2d 611 (Wyoming Supreme Court, 1947)

Cite This Page — Counsel Stack

Bluebook (online)
14 Mills Surr. 356, 90 Misc. 526, 154 N.Y.S. 923, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-proving-the-last-will-testament-of-mcdermott-nysurct-1915.