In re the Probate of an Instrument Alleged to be the Last Will & Testament of Westurn

67 N.Y. Sup. Ct. 298
CourtNew York Supreme Court
DecidedMay 15, 1891
StatusPublished

This text of 67 N.Y. Sup. Ct. 298 (In re the Probate of an Instrument Alleged to be the Last Will & Testament of Westurn) is published on Counsel Stack Legal Research, covering New York Supreme 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 Probate of an Instrument Alleged to be the Last Will & Testament of Westurn, 67 N.Y. Sup. Ct. 298 (N.Y. Super. Ct. 1891).

Opinion

MatiiaM, J.:

The position which the contestants seemed to take before the surrogate, that the testator was wanting in testamentary capacity, upon which subject considerable evidence was taken, does not seem to be urged here except as his physicial and mental condition can be made to bear upon the question of deception or undue influence, claimed to have been practiced by the proponent upon the testator in shaping-the provisions of the will.

It is quite apparent from all the evidence that the testator was not wanting in testamentary capacity to make a valid testamentary disposition of his property; and if this instrument was the free and voluntary act of the testator, with a knowledge of its provisions at-the time it was made, it must be upheld as his will.

It is urged by the contestants that the confidental relations that existed between the proponent and testator, the fact that the will was. drawn by the proponent in his own handwriting, and that he is made the sole beneficiary, to the exclusion of the kinsfolk of the testator who are the more natural objects of his bounty, and the failure of the proponent to prove that the will was read over to the testator, or by him, or that he knew its contents, raise the legal presumption of fraud or undue influence, or both; that such presumption is not overcome by evidence on the part of the proponent, and that the-probate of the instrument as a will should for that reason be denied..

[300]*300The evidence discloses that the business relations between the proponent and testator in his lifetime had been close and somewhat of a confidental character; they had been partners in business years before and the proponent, although not an attorney, was a magistrate and accustomed to drawing business and legal papers, and to some extent had charge of testator’s business, there being no practicing lawyer in that town or vicinity.

While the relation of attorney and client did not exist between Westurn and Burgess, still it is apparent from the evidence that the former regarded the latter as a trusted business assistant, and to some extent confidential adviser in matters of a legal and business nature. It is most natural that the testator, in the absence of a lawyer to whom he could apply for the transaction of this important business, should select this proponent who had been accustomed to do his business for him, and who, to a certain extent, had had charge of his business, and who, as appears from the evidence, was the substitute for the lawyer in that community. Had not the proponent been named in the will as the principal beneficiary, no question could have arisen out of such a situation. But when we find that the trusted friend and draftsman of this will, is made in it not only the sole executor, but devisee and legatee of this entire estate, to the exclusion of all of the next of kin and heirs-at-law of the testator, we are called upon to inquire and determine whether, in the light of rules of law governing the. testamentary disposition of property, the proponent has, by his proof, overcome the legal presumptions that arise out of the circumstances of this case.

In pursuing this inquiry we must start with the concession and assertion of the testator’s absolute legal right and power to dispose of his property by will, as he pleases, without regard to any supposed claims founded upon kinship or ties of consanguinity or affinity.

These relations can only be considered as bearing upon the question of the probabilities of the instrument offered for probate, being the free and voluntary will of the testator. But the fact that a will is drawn by one who is a principal beneficiary in it has always been regarded as a suspicious circumstance tending to cast doubt upon the validity of the instrument. By the civil law, such a will drawn by a legatee is absolutely void. But the rule of the common law in England and in this State has not followed the civil law, and, while [301]*301regarding it as a suspicious circumstance, it lias not alone been regarded as ground for declaring a will void.

In Marvin v. Marvin (3 Hun, 141), MasoN, J., in discussing tliis question, uses this language: “ Yet, the better rule to be deduced from the adjudged cases is, that a presumption of undue influence shall be indulged in against them when the testator is feeble, weak and in advanced old age. I do not mean to say that Such legal presumption will be indulged in, in every conceivable case, but the rule to be deduced from the adjudged cases in our own courts will fully justify this charge in its application to the case at bar.”

In that case the one who drew the will was a lawyer, and acted as the legal adviser of the testatrix.

In Newhouse v. Godwin (17 Barb., 236) the testator left a wife and sister in comparatively destitute circumstances, and gave the bulk of his estate to his counsel, who drew the will, and whose influence over the testator extended beyond professional matters. There being no evidence to show that it was in accordance with previous directions, or- that the testator had previously designed to give anything to him, and it being proved that the testator, in consequence of illness, was in a state of mind in which he readily yielded or assented to the suggestion of others, it was held that the will was invalid, as having been obtained by undue influence, and the decree of the surrogate refusing to admit the will to probate was affirmed by this court on appeal.

In that case the will was read to the testator, which does not appear to have been done in the case at bar. In that case SteoNG, J., delivering the opinion of the court, says: “ The appellant drew the will. There is nothing to show that it was in accordance with previous directions, or that any directions were "given. It is true that it was read to the testator and that he must have assented to it. Ilis assent does not, however, prove that it was his will, as the evidence shows that he readily assented to whatever was proposed to him. This peculiarity, coupled with the entire absence of any proof that the testator had previously designed to give anything to the appellant, or that he had given him any instructions to draw the will, lead strongly to the 'inference that it was the will of the appellant, and not of the testator.”

It is true that the case from which we have quoted differs from [302]*302the one we are considering, in this, that the will was in that case read to tlie testator; but that, in consequence of mental and physical weakness, the will of the draftsman was deemed to dominate that of the testator; but in the case at bar, where it does not appear that the will was read by or to the testator, or that he knew its contents, and where the draftsman was the principal beneficiary, the conclusion is quite as irresistible that this was the will of the draftsman and not of the testator, as in the case from which we last quoted.

In this case, as in that, there is no evidence of a previously •expressed intention by the testator to make his will in favor of the proponent, or of any direction or instruction by the testator to the draftsman as to the disposition of the property under the will. In this case, as in that, the draftsman is a beneficiary under the will.

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Related

McLaughlin v. . McDevitt
63 N.Y. 213 (New York Court of Appeals, 1875)
Post v. . Mason
91 N.Y. 539 (New York Court of Appeals, 1883)
In Re Proving the Will of Coleman
19 N.E. 71 (New York Court of Appeals, 1888)
Newhouse v. Godwin
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2 Keyes 229 (New York Court of Appeals, 1865)

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Bluebook (online)
67 N.Y. Sup. Ct. 298, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-an-instrument-alleged-to-be-the-last-will-testament-nysupct-1891.