In re the Probate of the Last Will of Clausmann

9 N.Y. St. Rep. 182
New York Supreme Court·Decided May 13, 1887·Published

Opinion

Maoomber, J.

The deceased was a woman upwards of eighty years of age, who lived in humble quarters, and, without the knowledge of any person, apparently, of the extent of her property, dies leaving the sum of $4,000, mostly in bank, but some of it hidden away with her bank books in the mattress of her bed.

She was shown to have left no descendants, and no collateral relatives nearer than nephews and nieces, who are the contestants. She lived in small rooms in the rear of the house of John Severs, the proponent of the will and who is the principal legatee thereunder. She had no friends or companions except one elderly lady by the name of Ellen Mcdale. The surrogate has found as a matter of fact that the testatrix had repeatedly before the execution of the will in question, expressed the intention of leaving nothing to her relatives, stating as a reason therefor, in substance, [183]*183that they did not care for her personally, and only for her money or property. This finding has been made notwithstanding the evidence of Harriet Ground and of Margaret Schultz and others who have given testimony, in substance, that she often spoke of her nephews and nieces, but seemed to be more attached to one nephew than to the others.

Somewhere from six to ten hours before she died the will in question was executed by her. The evidence of Mrs. Bertha Severs, the wife of John Severs, corroborated in many respects by others, shows that the testatrix, believing that she was near her end, asked John Severs to see to it that she had a decent burial, and was not buried in the Potters field. He promised to see that she was not buried in Potters field but should have a Christian burial. She said to him that she wanted to make her will and to give him all that she had if he would see that she had a proper burial, except the sum of $200, which she desired to give to Ellen McGale. Thereupon Mr. Severs sent for Adam Hins, a notary public, with whom he had no previous acquaintance, who came, and, as Mr. Hins testifies, took the old lady’s, instructions. Mrs. Severs testifies that Mrs. Hins asked the testatrix if she had any children, and she said she had not, and he then asked her how she would have her property distributed, and she said she wanted to give $200 to Ellen McGale and the rest to John Severs. He thereupon, with a blank form, prepared this will.

John Schuier, the other witness to the will, is a brother-in-law of the proponent, and had known the deceased fourteen or fifteen years, who was at times his customer, buying groceries of him. He testified that she said to him that she wanted him as a witness to the will, and that she said it was her last will and testament, and she wanted him to sign it as a witness. He says her mind was very clear, and he noticed nothing different in her than what was customary. The old lady, though capable of writing, executed the instrument with a cross. This is explained by the witness Hins, corroborated by others, that at the time of its execution she was seized with a severe.coughing fit, and that he explained that it would do just as well for her to take hold of the pen and he would make the mark m her behalf, which was accordingly done. This witness, who is not shown to have any relations with the parties interested in the case, and had never seen the testatrix before that time, testifies, in substance, that she appeared to him to be of clear mind touching her property and of its disposition, and requested him to be a witness to the will.

The testimony of Harriet Ground, if true, would make a ¡strong case against the proponent. This evidence running [184]*184through fifty-six pages of printed matter, has been carefully weighed by us, and we are of the' opinion that the learned surrogate, acted wisely in not resting his judgment, upon it, nor to any considerable extent upon that of Margaret Schultz.

If we understand the decision of the surrogate (5 N. Y. State Rep., 329), aright, he has vacated the probate of the will, not because it was not regularly and formally executed according to the provisions of the statute, not because of any undue influence exercised upon her mind by Severs, or by any person attending her under the established meaning of that term nor for duress, nor because of mental incapacity of the decedent to make a last will and testament. He has placed his decision, as disclosed by his opinion, upon the ground that the proponent did not sufficiently inquire of her concerning the extent and situation of her property, and of her relation to her next of kin, before he consented to be a beneficiary in the will, or consented to aid her in the execution of her purposes. Lest injustice be done to the reasoning of the learned surrogate on our part concerning this matter, it is well to quote somewhat fully from his elaborate opinion.

He says: “'These accounts of what took place just before the will was written, are of grave importance, not simply as showing what was said, but as showing also, what, was not said, between the notary and the decedent at the only time when the latter is claimed to have any instructions for the preparation of her will. She seems to have been asked whether she had a husband and whether she had, children. She was not questioned as to the _ existence of any other relatives and for aught that she said, or that was known to the notary and to the proponent, she might have had a dozen brothers and sisters with nephews, nieces and cousins by the score. She was asked if Mr. Severs was to be credited respecting the nature of her property, but no inquiry or disclosure was made in regard to its value. These omissions were serious. The proponent should not, in view of the circumstances disclosed by the evidence, have allowed the decedent to make a will under which he would be substantially the sole beneficiary until her attention had been expressly called to the nature, extent and value of her property, and to the question whether or not any person existed who would naturally be the object of her bounty.

* * .* “I am greatly inclined to think that when the decedent announced her purpose of leaving him all her property, except $200, and subsequently gave directions for the preparation of a will which should effectuate that purpose, she did so chiefly, if not altogether, for the sake of secur[185]*185ing for her dead body a decent burial. She seems to have been under a morbid apprehension that her remains might be deposited in a Potter’s field. This appears in what she said on three several occasions to Henry Schuier and Mrs. Severs, two of the proponent’s witnesses, and Henry Wood-gate, who was called by the petitioner.

‘ Says Schuier, she said my landlord is the nearest friend I have got, and he is the man who will bury me; otherwise she would be buried in Potter’s field.

“Woodgate testifies that not long before her death the decedent intimated a wish that he (Woodgate) should bury her and proposed to give him her money.

“ The contribution which Mrs. Severs makes to this theory has been stated already. She reports the decedent as saying to Severs, ‘ I am going to make a will now to you; I will make my wifi and I will be sure you must bury me;, you must do it; you must promise me.’

“In this situation I am clear that Severs was called upon to make inquiry into the value of the dying woman’s estate and to ask her relations with her kinsfolk before he busied himself in finding a notary or consented to the execution of a will in his interest.

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In re the Probate of the Last Will of Clausmann, 9 N.Y. St. Rep. 182 (N.Y. Super. Ct. 1887).

9 N.Y. St. Rep. 182 (In re the Probate of the Last Will of Clausmann) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.