In re Schmidt's Will

139 N.Y.S. 464, 1912 N.Y. Misc. LEXIS 1230
CourtNew York Surrogate's Court
DecidedSeptember 23, 1912
StatusPublished
Cited by8 cases

This text of 139 N.Y.S. 464 (In re Schmidt's Will) 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 Schmidt's Will, 139 N.Y.S. 464, 1912 N.Y. Misc. LEXIS 1230 (N.Y. Super. Ct. 1912).

Opinion

FOWLER, S.

On June 1, 1905, Oscar Egerton Schmidt, a resident of this city, made his last will and testament in due form of law, which is not disputed. This instrument has been duly proved and is entitled to probate. By the second clause of this undisputed will testator devised the estate, consisting of some 317% acres and a house, all known as the “Poplars” and situated at Lloyd’s Neck, Long Island, in the county of Suffolk, state of New York, together with the appurtenances and the portraits of the Lloyd family contained in the house, to his namesake Mr. Oscar Egerton Stevens. On the 3d day of December, 1908, a codicil to this will purports to be made by the testator, whereby, inter alia, he revoked the devise of the “Poplars” to Oscar Egerton Stevens, and in lieu thereof gave him the sum of $25,000. Testator was then about 69 years of age and had suffered an apoplectic seizure in 1906. Mr. Oscar Egerton Stevens now contests the probate of the codicil, alleging undue influence in .the procurement of the codicil and a want of testamentary-capacity on the part of the testator on December 3, 1908, the date of the codicil.

At the time the will was executed the testator, Mr. Schmidt, was a widower and childless. He had then title to the estate known as the-“Poplars” through the will of his wife, devising it to him in fee simple.' During the lifetime of both Mr. and Mrs. Schmidt it appears-that a young relative of Mrs. Schmidt, the son of Mrs. Schmidt’s-first cousin, was much at the “Poplars,” and doubtless was regarded, by both testator and his wife with affection and interest; they having-no children of their own. It was this gentleman who was the devisee of the “Poplars” under the undisputed will. That both Mr. and Mrs. Schmidt had most unwisely, as it turned out, indulged young Mr. Stevens in the hope of inheriting the “Poplars,” as the Lloyd’s Neck property was known among them, is apparent.

It appears that Mr. Oscar Egerton Stevens was of the blood of Nelson Lloyd, a predecessor of Mrs. Schmidt in the title to the “Pop[467]*467lars,” and therefore the bequest of the Lloyd family portraits and the original devise of the estate in question to him by testator were eminently proper under the conditions which prevailed prior to the date on which the codicil was executed. The estate had originally belonged to the members of the family of Lloyd, and both Mrs. Schmidt and Mr. Stevens were descended through female lines from the original proprietors of Lloyd’s Neck.

During Mrs. Schmidt’s lifetime, and at the date of his will, Mr. Schmidt had other resources besides the real estate known as the “Poplars.” In Mr. Schmidt’s lifetime this real property was little more than farm property in the main. The house was modern and of wood, and both land and buildings were of no great intrinsic value ; but, like many another Long Island property, it had been for a long time held by the descendants of the original settlers, who in this case were the Lloyds. It was, however, only in recent times that this particular portion of Lloyd’s Neck had come to have the substantial or considerable-valuation which is now conceded to it by all the parties to this controversy. That Mrs. Schmidt in her lifetime was seised of the estate in fee simple is sufficiently established by the fact that she devised it in fee simple to her husband, this testator. Her power of disposition over it was plenary, as was her husband’s.

[1] That the testator was at the date of the codicil under any legal or even equitable obligations to hand over the “Poplars” at his death to Mr. Oscar Egerton Stevens is not apparent. Such a contention cannot be the subject of controversy in any event in this court. Mr. Schmidt, at the time of the will and codicil, held the legal title to the “Poplars” estate and was possessed thereof in his own right. He enjoyed it in full dominion and property, and here at least his inherent jus disponendi, or legal right to dispose of it as he chose, cannot be disputed or controverted. Whatever expectation Mr. Oscar E. Stevens may have entertained in respect of the estate in question in this court must be regarded as a mere spes successionis. Doubtless the declarations of Mr. Schmidt as to his fixed testamentary intentions in respect of Mr, Stevens are to be considered by the surrogate under the issues raised by the pleadings, although a change of testamentary intention alone is not conclusive evidence of undue influence in any probate cause. Lawrence v. Lawrence, 4 Wkly. Dig. 299.

The main question for the surrogate on the evidence adduced in this cause concerns the testamentary capacity of Mr. Schmidt on the 3d day of December, 1908, the date of the writing propounded as a codicil. Had he or had he not then testamentary capacity ? It appears that when in normal health Mr. Schmidt was a man possessed of a fair mind; at least there is no evidence which shows him to have been in his best days a man of exceptional mental attainment or power. That he was a pleasant, easy-going, extremely well-mannered gentleman, of correct life when in health, the evidence abundantly discloses, and nothing more of consequence as to his normal characteristics.

[2] When evidence is given in testamentary causes of aberrations, or singular actions, or casual' eccentricities, or acute conditions of testators, it is always important, as a standard of comparison, to show [468]*468the normal conduct and the intellectual character of the person under investigation in his times of conceded • sanity; otherwise, a -precise standard of comparison is wanting. From the evidence in this cause it is also- apparent that in his normal periods Mr. Schmidt was always somewhat indolent, or inclined to do for himself no more than he was obliged to do. He habitually delegated his business and cares as much as possible to others. Much evidence has been given of a certain outward grace of manner and bearing on the part of Mr. Schmidt before his first apoplectic seizure in the year 1906. But there is no competent evidence which shows that in his best days he was a man of more than ordinary intellect, or that he was of. dominating will or extraordinary capacity. In the great Parish Will Case, so often cited in our courts, it was clearly established that Mr Henry Parish, in that case the alleged testator, was before his seizure a dominating man of marked" power and unusual mental force. Thus a proper foundation was laid to contrast his condition in time of weakness and ill health. In this cause I can detect no such evidence of force of mind or dominating habit on the part of this testator. On the contrary, it appears that this testator always and habitually delegated as much as possible to others, and that this was a normal characteristic of the testator, even before he was taken ill in 1906.

That at periods of his life after 1904 this testator lived far beyond his means, and even when his personal estate was almost or quite exhausted kept a house in the city of New York, a house in the country, a carriage and horses, and a large staff of servants, is disclosed by the testimony; and these facts are not without legal bearing when we come to inquire whether the actual disposition of his real estate by the codicil is consistent or inconsistent with testator’s sanity or his prior expressed testamentary intentions. That such facts have some bearing on the supplemental disposition of the property first devised to Mr. Oscar Egerton Stevens is apparent.

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Cite This Page — Counsel Stack

Bluebook (online)
139 N.Y.S. 464, 1912 N.Y. Misc. LEXIS 1230, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-schmidts-will-nysurct-1912.