In re the Estate of Kimball

156 Misc. 338, 281 N.Y.S. 605, 1935 N.Y. Misc. LEXIS 1350
CourtNew York Surrogate's Court
DecidedJuly 6, 1935
StatusPublished
Cited by2 cases

This text of 156 Misc. 338 (In re the Estate of Kimball) 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 Kimball, 156 Misc. 338, 281 N.Y.S. 605, 1935 N.Y. Misc. LEXIS 1350 (N.Y. Super. Ct. 1935).

Opinion

Slater, S.

In this contested will case, the framed issues have been heretofore decided in favor of the will, except the one of testamentary capacity. The decedent, Lilian E. Kimball, was a maiden lady of fifty-nine years. She was born in Boston, Mass., on April 3, 1876, the child of Edward R. Kimball and Emma D. Kimball. She died in the Harlem Valley State Hospital, located at Wingdale, N. Y., on January 14, 1935. She left as her only distributee a brother, the contestant herein. The estate is of the value of about $40,000, acquired in part from her mother and father and in part through her own savings.

The contention of the brother is that at the time of the will making on October 9, 1925, ten years before her death, his sister was suffering from dementia prsecox paranoid, was irresponsible, made irrational statements and did irrational acts. The evidence runs the gamut and becomes the story of this lady’s life from the cradle to the grave.

The contestan b further says that the will should be denied probate because of the gross injustice in having one-half of the modest patrimony of this fine old New England family diverted from family uses and needs into a Fellowship for the post graduate education at Barnard College of Spanish women who are Protestants or Freethinkers.” The answer to this is that the law permits persons bo make their own wills.

The parental home was in one of Boston’s suburbs. The father was a broker, had a seat upon the Boston Stock Exchange, and transacted business in the city of Boston. He was a pious-minded man and devoted to his church, wherein he was the superintendent of the Sunday School, the leader of the adult Bible class, and gave much time to his church matters. The brother was the elder by five years, having been born in 1871. When the decedent was bom in 1876 the home was made up of the mother, father and the brother. The brother lived there until October 14, 1896, when he married and left to provide a home for himself and his wife. The decedent was then twenty years of age. When the decedent arrived at the age of eleven years, the mother became mentally unbalanced after giving birth to a child in 1887. The mother remained in the home. She was later declared mentally incompetent but remained in the home until October 7, 1905, when she was sent to the State Hospital at Taunton, Mass. She was then fifty-four years of age. At that time the decedent was twenty-nine years old. When the mother was away on summer vacations the decedent accompanied her and cared for her. The evidence is that no outside help was brought in, except to do the heavy work. Therefore, the picture is that the decedent, from the time of young womanhood until [340]*3401905, had the care of the home, charged with the very sad duty of caring for this afflicted mother, while the father attended to his daily business and to his work at the church. Finally, when the mother became too ill to be kept longer in the home, she was taken to the Taunton State Hospital, where she ended her days on March 18, 1924, without having ever returned home. The decedent attended school and graduated from the Boston Latin School. She was, however, denied college, much as she desired it, largely because of the need of her presence at home, and the refusal of the father to take on help which would permit her to attend college. It was not until 1907, when she had reached the age of thirty-one and the mother had been placed in the asylum, that she was permitted to enter college, graduating from Radcliffe College in 1911 at the age of thirty-five. She visited Spain in 1911 to 1913. For the school year 1915-1916 the decedent taught French at the Hillside School for Girls in Norwalk, Conn. , The father died in August, 1916. Thereafter, in 1921, she visited Europe, traveling in Spain because she had majored in Spanish and spoke the language fluently. She returned to America and resided in New York city. On October 9, 1925, she executed her will by attending upon her attorney, Mr. Charles T. Lark. By the will she gave to her nephew, the son of the brother, personal property consisting of jewelry, rugs, pictures and the like, as well as a painting of one of her ancestors. She gave her brother, her only heir, a fife estate in all her remaining property and then gave the remainder to Barnard College in trust, the income from the fund to be used for an annual fellowship to be awarded to a woman from Spain or some one of the Spanish-American countries, with certain directions for making the award of such fellowship. It was her precatory wish that in the award of such fellowship, in so far as practical, preference should be given to Protestants or Freethinkers, the holder of such fellowship to spend the academic year as a student in Columbia University or some other institution designated by the governing body of Barnard College. The will provides for certain powers to be granted to the executors affecting the administration of the estate. The evidence discloses that she had had in mind to go to Europe for several months before the execution of the will, and directly after the execution of the will she embarked for a stay abroad. The year 1928 found her in London where she had a mental breakdown. Her return to this country was in the fall of 1929. She lived alone in the Wykagyl Apartments in New Rochelle until 1932. From there she was taken to Grasslands Hospital and from Grasslands was committed to the Harlem Valley State Hospital. Photographs show that the decedent was well developed and erect in appearance, and the medical [341]*341record shows that she was strong, robust and physically well. So much for the general statement of facts relating to the decedent’s life.

The right of a testator to dispose of his estate depends neither on the justice of his prejudices nor the soundness of his reasoning. What is meant by sound and disposing mind and memory ” which this decedent must have had on October 9, 1925, in order to make a will to be admitted to probate? At the time of the testar mentary dispositions, was her mental intelligence, memory and judgment pervertéd, the power of volition so inactive, or mental thought so irrational as to make the act of will drafting illegal? The mind of the testatrix, as to its thinking and judging powers at the time of executing the instrument proposed for probate, must have been clear enough to be capable of knowing about her property with some degree of judgment and discretion. She must have retained sufficient active memory to collect in her mind, without prompting, the necessary elements of the business to be transacted and to hold them a sufficient length of time to understand their relations to each other and to form some rational judgment in relation to them. The testatrix must have had sufficient memory to hold in her mind those persons who were near and dear to her or who were the natural objects of her bounty. (Delafield v. Parish, 25 N. Y. 9, 44; Matter of Heaton, 224 id. 22, 29; Matter of Delmar, 243 id. 7, 14; Burke v. Burke, 193 App. Div. 801, 806.)

It is the contention of the contestant that his sister was affected by the disease dementia prsecox paranoid (if she suffered from it at all), which may have had its origin through influences of heredity because the mother, died of such a mental ailment. No expert evidence was offered that such disease is hereditary or transmissible. The fact stands alone.

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Bluebook (online)
156 Misc. 338, 281 N.Y.S. 605, 1935 N.Y. Misc. LEXIS 1350, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-kimball-nysurct-1935.