In re the Probate of the Will of Green

74 N.Y. Sup. Ct. 527
CourtNew York Supreme Court
DecidedFebruary 15, 1893
StatusPublished

This text of 74 N.Y. Sup. Ct. 527 (In re the Probate of the Will of Green) 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 the Will of Green, 74 N.Y. Sup. Ct. 527 (N.Y. Super. Ct. 1893).

Opinion

The opinion of the surrogate is as follows:

LANSING, Surrogate:

Robert Green, father of the testator, a prominent business man and an old resident of the city of Troy, died in 1876, leaving a. widow and two children. He was twice married. Py his first wife* he had a son, the testator. The only surviving child of the second marriage was a daughter, Georgianna R. Green, born some ten years after her brother. He was about forty-eight years of age at the time of his death.

The property which William H. Green owned at the time of his death was derived principally from his father. It consisted of one-half interest in two brick stores in Troy, and a three-story brick building in Brooklyn, and certain stocks and bonds, and a collection of pictures, coins and books, all of the value of about $40,000.

After the death of Robert Green, his widow and his two children [530]*530continued to live together. Mrs. Green became an invalid, and after being confined to the house for several years, and to her bed for months, died in November, 1888. Neither William H. nor his .'sister ever married.

William IT. Green continued to reside at Troy until his death, which occurred August 11, 1890, at Patchogue, L. I., where he was temporarily sojourning.

Among his relatives, besides his sister, testator had three cousins, Tesiding at Troy, children of Mrs. Kate Green and William H. Green (his father’s brother), viz., Misses Mamie, Sarah and Emma Green, and six second cousins in Brooklyn, children of a cousin of his father, viz., Eugene F. and Albert C. Barnes, and their four sisters, Misses Emma and Angie Barnes, Mrs. Bobbins and Mrs. Wykoff, who are the beneficiaries under the will of July 2, 1888. He had also four cousins, the children of his mother’s brother, residing at Peekskill, N. Y. who, with his sister, were the beneficiaries under the last will of July 22, 1890.

The testator was an invalid for some time prior to his death. He was suffering from brights disease, and an irregular action of the heart. This heart trouble had been chronic for years and made him an invalid, subject to frequent attacks which prostrated him for days and weeks at a time. He was undersized and quite deformed.

After the death of his stepmother William IT. Green continued to live with his sister until May 1, 1889, when he took apartments -on Third street in the city of Troy. On the 1st of May, 1890, he went to the house of his aunt, Mrs. Kate Green, No. 5 Union place, where his cousins, the Misses Mamie, Emma and Sarah resided with ■their mother. He remained there until June 15, 1890, when he went to Brooklyn to visit the Barnes’ where he remained until July 9, 1890, when he went to Brighton Beach, Coney Island, in special charge of a nurse, one Peter Fitzharris. He was at that time quite ill. The Barnes visited him there until July 13, 1890. At that time his sister, Georgianna R., in response to his invitation arrived. On the 22d day of July, 1890, the will presented by her for probate was drawn by William II. Hollister, Jr., of Troy, her lawyer, but a mutual acquaintance, and one who had transacted business for both on a previous occasion. July twenty-fourth, William H. Green and his sister, accompanied by the nurse, left [531]*531Brighton Beach and went to Patchogue, a place forty or fifty miles distant, at which place he died August 11, 1890.

By the will of July 2, 1888, presented by Eugene F. and Albert C. Barnes, the testator devised the River street. property to Miss Mamie Green, the Brooklyn dwelling to Miss Emma Barnes for life, the remainder to her sister Miss Angie Barnes. By this will also he gave to his half sister, Georgianna R. Green, a legacy of sixty-two dollars and fifty cents, and named the Misses Emma and Angie Barnes, Emma and Sarah Green as residuary legatees.

By the codicil to his will, executed July 2, 1890, he gave a legacy of $200 to Mrs. "YVykoff, formerly Miss Barnes, revoked a legacy to a cousin on his mother’s side, and gave a legacy in lieu thereof to her sister, He also gave directions as to his own funeral and interment.

By the instrument offered for probate as the will of testator, dated July 22, 1890, he gives, with the exception of $500 each, to four cousins, daughters of John Hyatt, his entire property to his sister, Georgianna R. Green.

The application for the proof of these several wills was consolidated and the matters heard together. The proponent of the latter will contested the probate of the first will upon the ground that the testator, by his will of July twenty-second, had revoked the former will. The proponents of the first will contested the probate of the last will upon the ground that the last will was not the will of testator, but was obtained by fraud, duress or undue influence of his sister Georgianna R. Green, the proponent and principal beneficiary.

The sole question to be decided upon this hearing is, was this will of July twenty-second obtained by fraud, duress and undue influence ?

Upon this question the burden of proof is ordinarily upon the party who makes the allegation. (Tyler v. Gardiner, 35 N. Y., 559 ; Baldwin v. Parker, 99 Mass., 79-85; In Matter of Will of Martin, 98 N. Y., 196.)

The general rule is that the influence that will avoid a will as undue must amount to moral coercion restraining independent action and destroying free agency, or the importunity must be such as to constrain the testator to do that which is against his desire. The influence which deprives a testator of the free exercise of his will must [532]*532be exercised in respect to the very act. It is not sufficient for the purpose of establishing undue influence to show that the will is the result of affection and gratitude or the persuasion which a friend or relative may legitimately use. Courts will hesitate to find that undue influence has been practiced when'the will is fair and reasonable according to common instincts of mankind and is such as might, with propriety and justice, have been made by the decedent. In the absence of evidence of force, threats or coercion the exercise of an influence springing from family relations or from motives of duty, affection and gratitude cannot be regarded as pndue.

But the proof of undue influence need not be direct; it may be shown by circumstantial evidence, such as sinister conduct, attending the execution of the will, mental weakness of the testator, want of harmony of the will with the testator’s general intentions, to which may be added interest and opportunity, although the last two are not alone sufficient. (Coit v. Patchen, 77 N. Y., 539 ; Children's Aid Society v. Loveridge, 70 id., 394; Jarman on Wills, 36.)

And it is further held, as a rule of evidence, when a later wull is sought to be established to overthrow a prior one, the eaidier will being made when the testator was in health and under circumstances of deliberation and the later when he was in feeble health and exposed to undue influence and its provisions hostile to the provisions of the former, the prior will must prevail, unless the latter will is so proven as to satisfy the judgment and conscience of the court that it speaks the deliberate intention of the testator. This, however, is subject to the general rule, as to burden of proof, when fraud and undue influence is the sole and distinct issue in the case. (Tyler v. Gardiner, supra ; Phipps v. Van Kleeck, 22 Hun, 541-546.)

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Related

Coit v. . Patchen
77 N.Y. 533 (New York Court of Appeals, 1879)
Tyler v. . Gardiner
35 N.Y. 559 (New York Court of Appeals, 1866)
In Re Proving the Will of Martin
98 N.Y. 193 (New York Court of Appeals, 1885)
Marx v. . McGlynn
88 N.Y. 357 (New York Court of Appeals, 1882)
Baldwin v. Parker
99 Mass. 79 (Massachusetts Supreme Judicial Court, 1868)
Shailer v. Bumstead
99 Mass. 112 (Massachusetts Supreme Judicial Court, 1868)

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Bluebook (online)
74 N.Y. Sup. Ct. 527, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-will-of-green-nysupct-1893.