In re the Last Will & Testament of Gluckman

101 A. 295, 87 N.J. Eq. 638, 2 Stock. 638, 1917 N.J. LEXIS 460
CourtSupreme Court of New Jersey
DecidedJune 18, 1917
StatusPublished
Cited by30 cases

This text of 101 A. 295 (In re the Last Will & Testament of Gluckman) is published on Counsel Stack Legal Research, covering Supreme Court of New Jersey primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re the Last Will & Testament of Gluckman, 101 A. 295, 87 N.J. Eq. 638, 2 Stock. 638, 1917 N.J. LEXIS 460 (N.J. 1917).

Opinion

The opinion of the court was delivered by

White, J.

The question involved is one of probate under tbe statute, pure and simple, and not one either of construction or of reformation.

[641]*641The document offered for probate is of testamentary character; it is in writing; it was signed by the testator; it was both signed by the testator and declared by him to be his last will in the presence of two witnesses who were present at the same time, and who subscribed their ñames thereto, as witnesses, in the presence of the testator, and at his request. It has not been revoked and the testator is now dead. No question is raised involving lack of testamentary capacity on his part.

A will so executed, under these circumstances, is entitled to probate unless it be the result of fraud or of undue influence or (within certain limitations) of mistake. Fraud (and this involves bad faith on the part of its perpetrator) willfully deceives free agency; undue influence over-masters it; while mistake, whether self-induced or the result of the innocent error of another, misleads free agency, without bad faith or domination on the part of anyone.

Where a testator, in addition to complete testamentary mental capaeitj1, is in full enjoyment of average physical and educational faculties, it would seem that in the absence of fraud or of undue influence, a mistake, in order to defeat probate of his entire will, must in substance or effect really amount to one of identity of the instrument executed; as, for instance, where two sisters, in one case, or a husband and wife, in another, prepared their respective wills for simultaneous execution, and through pure error one executed the other’s, and vico versa. Anon. 14 Jur. 402; Re Hunt, L. R. 3 P. & D. 250; Nelson v. McDonald, 61 Hun (N. Y.) 406.

Short of this, however, or of something amounting, in effect, to the same thing, it is against sound public policy to permit a pure mistake to defeat the duly solemnized and completely competent testamentary act. It is more important that the probate of the wills of dead people be effectively shielded from the attacks of a multitude of fictitious mistakes than that it be purged of wills containing a few real ones. The latter a testator may, bj' due care, avoid in his lifetime. Against the former he would be helpless.

[642]*642Wliere, however, a testator, by reason of physical or educational disability, as by blindness or by inability to read the language in which the will is written (as in the case sub judice), is unable by the exercise of 'his own faculties, to see for himself that the will expresses his testamentary desires, an additional burden is imposed upon the proponents of the will, where there are any circumstances which lead the court to suspect that he may have been imposed upon (Patton v. Hope, 37 N. J. Eq. 522), namely, that of showing to the satisfaction of the court that such a testator was_ made acquainted with the provisions of the will so that he understood them. Day v. Day, 3 N. J. Eq. 549; Harris v. Vanderveer's Executor, 21 N. J. Eq. 561; Lyons v. VanRiper, 26 N. J. Eq. 337; Hildreth v. Marshall, 51 N. J. Eq. 241.

Most- frequently where a physical or educational disability of this character exists, contested will cases are founded upon fraud or upon undue influence.

In the present case, however, the learned trial judge of the orphans court of Hudson county before whom the issue was tried, and the learned vice-ordinary who heard it on appeal to the prerogative court, were both of the opinion that neither fraud nor undue influence entered into the making of this will. A careful examination of the. evidence leaves us in entire and emphatic accord with this view.

Both of these judges, however, were convinced that, by reason of what they thought was an error on the part of the lawyer who drew the will in misinterpreting the testator’s intentions, and also in advising testator of the legal effect of one of its provisions, the will as executed did not, in at least one very important respect, carry out the intention of the testator, and that it was not, in this respect, understood by him when he executed it. For this reason probate was refused. We think this was error.

. While we agree that a situation arose under the evidence (by reason of testator being unable to read the English language, taken in connection with the testimony tending to show a state of mind or intention on his part inconsistent with that indicated by the will as executed) which put the burden upon [643]*643proponents of showing to the satisfaction of the court that testator was made acquainted with the provisions of the will so that he understood them, we, nevertheless, think that proponents successfully sustained this burden.

The contrary view of the learned trial judges below seems in reality to have been based upon two uncontrolling elements, namely—first, what they thought was a variance between the will as executed and the instructions from which it was prepared, and secondwhat, if it existed, amounted to a pure mistake upon the part of the testator (whether self-induced or resulting from erroneous legal- advice of his lawyer) as to the practical effect of a provision of the will which he knew it contained and thoroughly understood.

As to the first of these, it is quite immaterial whether the will did or did not correctly embody the instructions, if in point of fact the testator, when he executed it, was made acquainted with and understood its contents. As was said by Vice-Ordinary Beecl, in In re Livingston’s Will, 37 Atl. Rep. 770: “It is said that her instructions were not followed in drafting the will; * * * and that the will as drafted does hot carry into effect that wish. * * * But, whether it does or not, if she was capable of making a will, and there was no fraud practiced upon her by which she was misled into signing what she did not wish to sign (and there is no proof of fraud in this case), it would not matter what variation there might be between the instructions and the executed instrument.

As to the second: Assuming that the lawyer’s assurance that the “such-sum-or-sums-as-may-be-necessary” clause would permit the executors to pay over the entire income after the debts were satisfied, was intended and understood as legal advice upon the construction of this clause, and that it was legally unsound (which, under the circumstances, we think it was not), that, also, in the absence of fraud or of undue influence, is insufficient to defeat probate of the will. It is no new thing for provisions in wills to turn out, under the established rulings of the courts, to have a very different meaning from that which the testators themselves, under the honest but mistaken advice of counsel,. thought they had when the wills were [644]*644executed, but this has never been a ground for refusing. probate. The learned vice-ordinary recognized this rule, citing Collins v. Elstone (1893), L. R. Prob. Div. 1, but thought the situation was different where the testator could not read nor write. We think the difference is limited by the effect of the disability which gives rise to it.

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Bluebook (online)
101 A. 295, 87 N.J. Eq. 638, 2 Stock. 638, 1917 N.J. LEXIS 460, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-last-will-testament-of-gluckman-nj-1917.