In re the Probate of the Last Will & Testament of Burnham

201 A.D. 621, 194 N.Y.S. 811, 1922 N.Y. App. Div. LEXIS 6379
CourtAppellate Division of the Supreme Court of the State of New York
DecidedJune 9, 1922
StatusPublished
Cited by25 cases

This text of 201 A.D. 621 (In re the Probate of the Last Will & Testament of Burnham) 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 Probate of the Last Will & Testament of Burnham, 201 A.D. 621, 194 N.Y.S. 811, 1922 N.Y. App. Div. LEXIS 6379 (N.Y. Ct. App. 1922).

Opinion

Manning, J.:

The will was rejected on the ground that the decedent lacked testamentary capacity, and the action of the surrogate in refusing probate followed a finding to this effect by a jury.

The record shows that originally there were cross-appeals by [623]*623the proponents and the contestants, but the special guardians, who were the contestants before the surrogate, declare now that they will not urge their appeal; and so, the only appeal before us for consideration is that of the proponents, who appeal from so much of the surrogate’s decree as denies probate; and also from an order denying a motion made upon the minutes to set aside the finding of the jury and for a new trial.

The petition for probate was filed on November 15, 1920, by the executors named in the will. Thereupon a citation was issued returnable November 30, 1920, and directed to Frederick W. Burnham, the only child of the decedent, who is an alleged incompetent, and service of the citation was directed to be made upon a special guardian who was appointed by the surrogate for that purpose. The special guardian so appointed made two separate reports, the first one, dated November 30, 1920, stated that there was no valid objection to the probate of the paper offered, but on December 1, 1920, he filed a supplemental report in which he stated that he desired to withdraw his report and consent, in view of the fact that a more careful examination of the will offered for probate disclosed that no provision had been made therein for the alleged incompetent, and that consequently he, the special guardian, thought it was incumbent upon him to make a thorough examination into all the facts and circumstances surrounding the execution of the propounded paper; and that the testimony of the subscribing witnesses should be taken, transcribed and made part of the proceeding, and he requested that the surrogate so order and designate a day on which such proof should be taken. Thereupon the surrogate appointed an additional special guardian for the alleged incompetent; and subsequently, and on December 10, 1920, the subscribing witnesses were examined before the surrogate. This examination was conducted by Mr. Herman A. Schupp, the attorney who drew the will and also an executor named therein, and by one of the special guardians and also by the surrogate.

On December 23, 1920, the special guardians on behalf of the alleged incompetent filed formal objections to the probate of the paper. In consequence of the filing of these objections, an order was made by the surrogate, framing issues, and directing that the trial thereof be had before the surrogate and a jury. These issues, and the manner in which they were determined, is shown by the record as follows:

“ I. Did Matilda E. Burnham, the testator, subscribe the paper offered for probate at the end thereof in the presence of the attesting witnesses or acknowledge to each of them that such subscription appearing on said paper had been made by her? ”

[624]*624At the end of the trial the surrogate withdrew this issue from the consideration of the jury and directed a verdict thereon in favor of the proponents.

II. At the time of making such subscription or acknowledgment did the said Matilda E. Burnham declare to the attesting witnesses that the paper offered for probate was her Last Will and Testament? ”

This was withdrawn from the consideration of the jury and a verdict thereon in favor of the proponents was directed by the surrogate.

“ III. Were there at least two attesting witnesses, each of whom signed his or her name at the end of said paper at the request of said Matilda E. Burnham? ”

This issue was also withdrawn from the consideration of the jury, and a verdict thereon in favor of the proponents was directed by the surrogate.

IV. At the time of the execution of the paper offered for probate was the said Matilda E. Burnham of sound and disposing mind and memory? ”

This issue was submitted to the jury and the verdict thereon was in favor of the contestants.

“V. At the time of the execution of said paper was the said Matilda E. Burnham free from restraint? ”

This issue was submitted to the jury and the verdict thereon was in favor of the proponents.

VI. Was the execution of the said paper by the said Matilda E. Burnham caused or procured by fraud, deceit, or undue influence of the proponents, or any other person or persons? ”

This issue was submitted to the jury and the verdict thereon was in favor of proponents.

It thus appears that out of the six questions submitted to the jury, five were decided in the proponents’ favor, and that one question only, that of the testamentary capacity of the decedent, was decided in favor of the contestants; and so we have before us on this appeal the sole question, and that is, was the decedent possessed of testamentary capacity at the time she executed the will offered for probate?

After the trial, and before the entry of a general verdict on the jury’s findings, various motions were made by both parties to set aside certain of the jury’s findings. The court reserved decision on these motions, and subsequently, on June 14, 1921, denied them. A decision was entered upon the opinion of the court, and in which opinion (115 Misc. Rep. 588) the learned surrogate upheld the jury’s verdict that Mrs. Burnham did not have testamentary capacity. In so doing I am of the opinion the learned [625]*625surrogate erred, the case as I view it being entirely barren of any evidence to justify such a conclusion.

The testatrix, Matilda E. Burnham, at the time of her death, November 6, 1920, was about seventy-two years of age. She was the widow of one Capt. William D. Burnham, who died in March, 1919. The family home was at Port Chester, N. Y., and so far as financial circumstances are concerned it is evident that they were well-to-do people. The husband left an estate of something like $430,000, and Mrs. Burnham’s property amounted to about $142,000. They had only one child, a son, who survived both of them, and he at the time of his mother’s death was about forty-three years old. Though never judicially so declared, this son was incompetent, being a sufferer from epilepsy. He had been afflicted with this malady since he was eleven years old, and during childhood and in fact early manhood until about the age of thirty he was nursed, attended to and cared for to the fullest extent by his mother, in the family home. She preferred to do this rather than to hire a nurse to look out for him. When the young man grew up, and his mother, as she expressed it, “ could no longer handle him,” the husband insisted upon the son being sent to an institution where he could be properly cared for. This was about ten years prior to Mrs. Burnham’s death. The young man was first sent to the Craig Colony for Epileptics, and after a short time there he was transferred to the Hudson River State Hospital, where he still remains. He is suffering from a progressing deterioration of his mental faculties ” and is also subject to frequent convulsions and epileptic attacks; sometimes having as many as fifteen or twenty seizures a month. He is in a State institution, has a room to himself and apparently receives careful and constant treatment for which the State makes a charge of six dollars per week, such amount being the maximum charge permitted.

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Bluebook (online)
201 A.D. 621, 194 N.Y.S. 811, 1922 N.Y. App. Div. LEXIS 6379, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-last-will-testament-of-burnham-nyappdiv-1922.