In re the Estate of Hall

7 Mills Surr. 571, 68 Misc. 581, 125 N.Y.S. 253
CourtNew York Surrogate's Court
DecidedAugust 15, 1910
StatusPublished

This text of 7 Mills Surr. 571 (In re the Estate of Hall) 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 the Estate of Hall, 7 Mills Surr. 571, 68 Misc. 581, 125 N.Y.S. 253 (N.Y. Super. Ct. 1910).

Opinion

Davie, S.

Upon the return of the citation issued for the probate of the will of the decedent, Harry Hall, his son, filed objections alleging lack of testamentary capacity on decedent’s part at the time of the execution of the will and that the execution of the same was procured by undue influence.

Decedent died on the 26th day of March, 1910, leaving him surviving one son, his only heir at law and next of kin, who is the contestant, and his widow who was a second wife and not the mother of Harry Hall. The will bears date on the 2'7th day of August, 1907, and names the widow as the sole legatee and devisee and executrix. The only estate possessed by the decedent at the time of his decease was a house and lot, where he resided, in the village of East Randolph, of the value of $1,200.

At the time of and for several years preceding decedent’s death, his family consisted of himself and wife; the son Harry was engaged in business for himself, but occasionally visited his father. Ho enmity or ill-will on the part of decedent toward his son is disclosed by the evidence. Decedent was somewhat advanced in years, to some extent physically debilitated, but possessing fair business intelligence; the widow had formerly resided in the family of decedent’s father, doing work as a domestic, and finally married decedent with whom she resided for many years, so far as the testimony discloses, in harmony and without serious discord or disagreement. In the forenoon of the 27th of August, 1907, the same day upon which this will was executed,' decedent and his son went to the law office of Goodwill & Benson in East Randolph and decedent stated to one of the attorneys that he desired to have his will prepared; that he wished to give his wife the use of all his property during her lifetime and, upon her death, to the son. A will was thereupon prepared in accordance with decedent’s instruction, signed by him and published and declared by him as his last ¡will and in all respects fully executed, in accordance with the statute. It does not appear that the son took any part in the [573]*573transaction relating to the execution of the will, or made any suggestion as to any of its provisions. A copy of the will was prepared and delivered to the son, and thereupon decedent and the son left the office together. In the afternoon of. the same-day, decedent and his wife again went to the same attorney’s office and the details of what then occurred are fully described by the attesting witness Carpenter. ITe says: “He and his wife came in after dinner; in the forenoon he and his son had come to the office and stated to Mr. Benson that he wanted to make his will and the will was made under his direction by Mr. Benson, and executed, and I was one of the witnesses to that will. I don’t think three hours after that he came to the office again. That was the occasion in the afternoon when this will was executed, and his wife was with him; and, as I remember it, Mrs. Hall was crying when they came in the office; and, as I remember it, there was quite á conversation between Mrs. Hall, Mr. Goodwill and Mr. Hall. The substance of the conversation was: Mrs. Hall was talking with Mr. Hall endeavoring to get him to make another will; Mr. Hall said he had already made a will and she says, ‘ Yes but you don’t give me in that will what you had ought to give me; ’ and I know in all this conversation directed to Mr. Hall it would be quite a while before he would answer and would have to have the question put to him two or three times; and I remember of her saying she couldn’t take care of him and have the property go to some one- else; and I remember of his saying to her that he had provided for her in the will he had drawn in the morning; and T remember of her saying ‘ it was just for as long as I lived; ’ ■she asked him if he didn’t want to do it and she asked him again; and I think during the greater part of the conversation she was crying, and she appeared very nervous; and I remember of Mr. Goodwill asking if he wanted to give it to her absolutely, and of his saying he had made his will, and of her saying to him she couldn’t take care of him and not get anything [574]*574for it. Q. What was don© with the former will? A. It was burned. Q. Who burned it ? A. Mr. Goodwill. Q. At whose direction ? A. At the direction of Mr. Hall. They were in the office an hour and a half before the will was made, and I remember they had to put a good many questions to him to get him to direct Mr. Goodwill to destroy the will. Mr. Goodwill asked him a good many times if that was his request; and finally he directed Mr. Goodwill to destroy it and Mr. Goodwill burned it there in the presence of all of us.”

After the will in question was prepared, it was read over to the decedent, signed by him; duly declared and published by the decedent as his last will and testament and thereupon signed by the attesting witnesses in the presence and at the request of the decedent.

It appears from the evidence presented on behalf of the contestant that the widow was unfriendly to him, and that she had asserted that she hated him, and that he should not have any of the property. The only testimony offered by the proponent was that of the attesting witnesses, showing a strict compliance with the statutory requirements in the execution of the will in question, and proof of the further significant fact that, on the 25th day of February, 1906, the decedent had duly executed a will containing precisely the same testamentary provisions as the will propounded, that is, all of decedent’s estate was given absolutely to the widow and she was named as the executrix thereof.

The evidence fails to establish the allegation of want of testamentary capacity on the part of decedent at the time of the' execution of the two wills on the 27th day of August, 1907. "While not vigorous, physically or mentally, he possessed sufficient mentality and understanding to distinctly recall and comprehend the nature and extent of his estate and the relative equities of those who were natural objects of his testamentary [575]*575"bounty. That is all that the law exacts as an indispensable qualification in testamentary transactions.

The more important consideration relates to the allegation of undue influence. It is urged on the part of the contestant that the destruction of the first will and the execution of the second, on the day named, working a somewhat radical change in the-testamentary disposition of decedent’s estate and entirely disinheriting the son, were the result of dominating importunity on the part of the widow amounting to undue influence within, the legal significance of that term. The subject of undue influence has so frequently received careful consideration in testamentary jurisprudence that no serious difficulty is encountered in discovering the. true rule as an abstract proposition; the difficulty arises when we attempt to apply such rule to the facts and circumstances of some particular case.

Undue influence has been defined as “That which compels-the testator to do that which is against his will, from fear, a desire of peace, or some feeling which he is unable to resist.”1 S'chouler Wills (2d ed.), par. 22.

Influence which exists from attachment, affection, or a desire to gratify, or which results from argument and appeals to the reason and judgment of the testator, is not undue nor sufficient to invalidate a will. 27 Am. & Eng. Encyc. of Law, 453.

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Bluebook (online)
7 Mills Surr. 571, 68 Misc. 581, 125 N.Y.S. 253, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-hall-nysurct-1910.