In re the probate of the last will & testament of Davis

68 A. 756, 73 N.J. Eq. 617, 1908 N.J. Prerog. Ct. LEXIS 14
CourtNew Jersey Superior Court Appellate Division
DecidedJanuary 8, 1908
StatusPublished
Cited by9 cases

This text of 68 A. 756 (In re the probate of the last will & testament of Davis) is published on Counsel Stack Legal Research, covering New Jersey Superior Court Appellate Division 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 Davis, 68 A. 756, 73 N.J. Eq. 617, 1908 N.J. Prerog. Ct. LEXIS 14 (N.J. Ct. App. 1908).

Opinion

Magje, Ordinary.

Tlie appellant, John J. Byrnes, propounded for probate, in Hudson county, a paper-writing which he claimed to be the last will and testament of Anastasia Davis, by which he was appointed executor.

Anna Gibson, one of the grandchildren of the deceased, had filed a caveat against the probate, and the contest thus inaugurated came on for hearing before the orphans court of that county.

The admission of the paper-writing to probate was contested on two grounds: (1) that the testatrix lacked testamentary capacity at the time it was made; and (2) that the testatrix had been unduly influenced by the proponent and his wife, Ella, who was a sister of the caveator and also a grandchild of the deceased. After the hearing, the orphans court declined to admit the will to probate and made a decree to that effect. From that decree this appeal has been taken.

The conclusions of the learned judge of the orphans court disclose that he found the testatrix to have been of sound mind, and to have possessed capacity to make a testamentary disposition of her property. His finding against the will was put on the sole ground that the will was the product of that kind of influence which is called undue, exerted upon the testatrix by the proponent and his wife.

As my review of the case has resulted adversely to the conclusions of the judge of the orphans court in respect to the ground on which he based them, it became necessary that I should review his finding upon the point of capacity. I have therefore examined the evidence with care, and find absolutely no proofs upon which it could be adjudged that the testatrix lacked testamentary capacity.

The question is therefore whether the decree is to be supported upon the evidence shown in the transcript.

As it is established thereby that the deceased possessed entire testamentary capacity at the time, and that the paper was executed with all the formalities required to constitute it a testamentary disposition of property, there is a presumption that it expressed the will of the deceased, and one who contests its [619]*619validity on the ground that it was the product of influence, must primarily establish that such influence existed as is called undue, that is, such influence as dominated the will of testatrix and produced a testamentary disposition which testatrix would not have made if not coerced by such influence.

If the will thus executed benefits one who at the time occupied to the testatrix a confidential relation, or stood in a position of trust and confidence to her, the burden of proof on this subject is shifted to the proponent thereof, and upon him it devolves to establish that the will was the uneoerced act of the deceased. Barkman v. Richards, 63 N. J. Eq. (18 Dick.) 211; Sparks Case, 63 N. J. Eq. (18 Dick.) 242; Armstrong v. Armstrong, 69 N. J. Eq. (3 Robb.) 817, 824.

The contested paper was executed in the house of the proponent, who, with his wife, was the principal beneficiary thereunder. Testatrix had been brought to their house within forty-eight hours previous, suffering under a mortal disease from which she died some weeks later. So serious was her physical condition at that time, that under the advice of the physician who examined her, a priest of her church was sent for, who administered to her the last sacrament. There was, therefore, opportunity for the exertion of influence by the proponent and his wife.

But the inference of dominating influence will not be drawn alone from proof of opportunity to exert it, nor will influence be deemed to be dominating which may reasonably be inferred to have been produced by kind attentions and services rendered by a beneficiary.

From the conclusions filed by the learned judge of the orphans court, it is obvious that he found no direct evidence of the exertion of any influence by proponent or his wife. There appears no such evidence, and both beneficiaries deny that they attempted to influence deceased. The conclusions were evidently based upon inferences drawn by the judge from facts proved. In the proof upon which the learned judge relied (as appears from his conclusions), statements made by the testatrix, both before and after the execution of the will, were admitted and relied upon. If they were entirely rejected, there [620]*620would be no evidence to justify any inference whatever of the exertion of undue influence.

The settled doctrine in this state is that statements and declarations made by a testatrix are not admissible as evidence of facts from which undue influence will be inferred. They are only admissible to indicate the state of mind of the person whose testamentary capacity is in question. Rusling v. Rusling, 36 N. J. Eq. (9 Stew.) 603, 607, and cases there cited. Middleditch v. Williams, 45 N. J. Eq. (18 Stew.) 726.

Applying this principle, many .of the statements of the deceased possessed no probative force whatever. They do not tend to establish that- the proponent of the will, at previous times, was trying to get testatrix’s money, or was after her money. Of this charge there is no proof other than that exhibited by evidence of statements of testatrix long prior to the execution of the will, which do not amount to proof.

But there was in some of the statements proved to have been made by the testatrix, evidence indicating a condition of mind toward the proponent, though not toward his wife. From these statements it would appear that the testatrix used contemptuous expressions respecting the proponent, from which it might be reasonably inferred that, some time before the making of this instrument, she disliked him, though there is no proof of any conduct on his part which would justify such dislike.

There was proof that at a previous time testatrix, when living with her granddaughter, the contestant of this will, had made a will in favor of that granddaughter, giving to her about the same benefit as this will gives to the proponent and his wife, another grandchild. Both wills indicated testatrix’s intent not to distribute her property among all her grandchildren and children of a deceased grandchild, but to make a principal beneficiary, remembering each of the grandchildren and great-grandchildren with the bequest of a small sum.

It is obvious that the only support to the decree can be found in the inference to be fairly drawn from the changed purpose of the deceased, indicated by the last will when contrasted with the former will. This will gave a benefit to the proponent, for whom she had at a previous time expressed a dislike, but it also [621]*621gave a benefit to his wife, whom she did not appear to dislike. From this, it is claimed in the argument that a necessary inference is that proponent exerted, when he had an opportunity, a dominating influence that coerced the testatrix to change her purpose and to make him a beneficiary.

But apart from the proof that proponent objected to the expressed purpose to make him a beneficiary, another inference may be fairly drawn from all the facts. An inference of that kind of fraudulent conduct which consists in extorting benefits from a person almost in extremis, ought not to be made, if another inference not involving fraudulent conduct can reasonably be made. That a fair inference from the facts is that this will was made because of the kind offices then being rendered to testatrix by proponent and his wife, I think is clear.

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68 A. 756, 73 N.J. Eq. 617, 1908 N.J. Prerog. Ct. LEXIS 14, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-last-will-testament-of-davis-njsuperctappdiv-1908.