In re the Petition of Dunn

184 A.D. 386, 171 N.Y.S. 1056, 1918 N.Y. App. Div. LEXIS 6142
CourtAppellate Division of the Supreme Court of the State of New York
DecidedSeptember 11, 1918
StatusPublished
Cited by13 cases

This text of 184 A.D. 386 (In re the Petition of Dunn) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re the Petition of Dunn, 184 A.D. 386, 171 N.Y.S. 1056, 1918 N.Y. App. Div. LEXIS 6142 (N.Y. Ct. App. 1918).

Opinion

Woodward, J.:

John J. Hicks, the testator, was seventy-five years of age, and, at the time of his death, was living with his second wife, a woman about fifty-two years of age, who appears to have been entirely devoted to him, and to have performed all of her wifely duties in a manner satisfactory to all parties, with the possible exception of some of the testator’s married daughters of about her own age. The testator was married to his now widow in 1903, some fourteen years prior to his death. He had six daughters, five of them married and having homes of their own, while the sixth was a cripple, who lived with her married sister, a Mrs. Mitchell. Mr. Hicks was a furniture dealer, and in the course of a long business career had accumulated four pieces of real estate in the city of Albany, known as 85 and 87 Beaver street and 123 Beaver street, and two places on Hamilton street. He had a personal estate of some [388]*388$35,000 more or less, and it will be readily seen that the situation was one likely to result in will contests and other litigations.

The alleged last will and testament, which has been denied probate, has been found to have been executed with all the formalities required by law; it is, upon its face, an entirely valid instrument. It has been denied probate because the jury, answering specific questions, has found (1) that the said John J. Hicks, deceased, at the time of making said alleged will, was not of sound disposing mind and memory and capable of making a will; (2) that the said will was obtained by fraud, duress or undue influence, and (3) that the said will was executed with all of the forms of law, this latter being directed by the court.

The proponent appeals from the decree denying probate to this will, urging that the determinations made by the jury are not supported by the evidence, and that the verdict is against the weight of the evidence, and we are free to say that if this decree finds support in this record it is of but little use to have the statutory privilege of making a last will and testament. In considering the evidence in a case of this character it is important to view the proposed will, in connection with the presumptions arising out of the due and orderly execution of the same, and if we find that the instrument itself is one which is, under all the circumstances, on¿ consistent with the environment in which the testator found himself, trifling incidents, spreading over a considerable time, will not be permitted to defeat the declared purpose of a. testator.

This will provides for the payment of debts and then gives to his wife “ all the household furniture, personal belongings and ornaments, jewelry, piano, pictures, musical instruments, china and cut glassware and all other personal property at and in our home No. 87 Beaver street, Albany, N. Y.” He then gives to his wife and her heirs forever all that tract or parcel of land with the buildings thereon, situate in the city of Albany, N. Y., and known as Nos. 85 and 87 Beaver street; also all that tract or parcel of land situate in said city, together with the buildings thereon, known as No. 123 Beaver street;” and the evidence in the case shows that this latter property [389]*389was used as the stable in connection with the business property at 85 and 87 Beaver street, the store and residence of the testator. Having thus provided for his wife, he gives to Tibbie Maude Rauscher, his daughter, and her heirs forever, the property at No. 361 Hamilton street, and to his daughter Eva Mitchell (with whom the cripple daughter, Grace, resided) the premises known as 360 Hamilton street. This is followed with a provision giving “ all the rest, residue and remainder of my property, both real and personal,” one-half to his widow, and the remaining one-half to be divided into seven portions, one of which is given to each of the five married daughters, and two portions are given to the daughter Grace.

The most obvious thing about the scheme of this will is that it shows an intelligent discrimination between the persons fairly entitled to consideration by this husband and father. The daughter Eva Mitchell, who has the care of the crippled sister, is-given a valuable house and lot, and one full portion of the residuary estate, concededly of considerable proportions. No real estate is given to Grace, but in lieu of this she is given two portions of the personal or residuary estate, and, as she was then about forty-two years of age, permanently crippled, it will be seen that she was fairly well provided for. What the circumstances were which prompted a like gift of a home to Mrs. Rauscher, to the exclusion of the remaining daughters, does not appear from the record, but such a gift is entirely inconsistent with the theory of fraud on the part of the widow, or those acting in her behalf, for if she or they were in control of the testator it was a mere waste of opportunity to make such a disposition of the Hamilton street premises. The provision for Mrs. Mitchell and that for Grace might be accounted for on the theory of expediency, perhaps, but what occasion was there for making a gift of real estate to Mrs. Rauscher; and, for that matter, of distributing any part of the personal property to any of the other sisters? Power is not apt to limit itself in such a manner; people who set out to rob an estate do not dissipate the funds among those whom they are about to despoil, where they are' free to take all. A previous will, made at a time when it is conceded the testator was a shrewd business man in the full possession of his faculties, but which was excluded from the evidence [390]*390upon some theory not disclosed to us, had given Grace a legacy of $5,000, to become a charge upon all the real estate; had given each of four other daughters $250 each, and the fifth daughter $50, while all the remainder of his estate was given to his wife, and she was made the sole executrix. This will clearly had a bearing upon the question of the attitude of the testator toward his family; it was more favorable to his widow than the one which was offered for probate, and the comparatively small legacies for his daughters, other than Grace, indicates clearly that he did not, in 1910, regard them as standing in need of his bounty. They were all married, and presumptively in a position to care for themselves, with the exception of Grace, and for her he provided $5,000; while in the will now under consideration he has provided two-sevenths of his residuary estate, which appears to be worth at least $30,000 for this same crippled daughter, besides giving a home to the sister with whom she resided and a one-seventh, of the residuary estate.

The same dominant thought appears in both wills; the crippled daughter and the wife are of primary consequence, the others incidental; and before a jury was permitted to pass upon the questions of undue influence and incompetency it should have had the benefit of a reading of this will of 1910. Where a will, made by a concededly competent person, is identical in its scheme with that of a subsequent will, varying merely in detail, and the details of which are not unreasonable or freaky, the natural inference would be that the later will was merely the result of maturer deliberation, not that it was the result of irrationality on the part of the testator, or fraud on the part of those who chanced to be benefited by the changes.

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Bluebook (online)
184 A.D. 386, 171 N.Y.S. 1056, 1918 N.Y. App. Div. LEXIS 6142, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-petition-of-dunn-nyappdiv-1918.