In re the Proof & Probate of the Last Will & Testament of Williams

13 Mills Surr. 455, 89 Misc. 1, 151 N.Y.S. 467
CourtNew York Surrogate's Court
DecidedJanuary 15, 1915
StatusPublished
Cited by1 cases

This text of 13 Mills Surr. 455 (In re the Proof & Probate of the Last Will & Testament of Williams) is published on Counsel Stack Legal Research, covering New York Surrogate's 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 Proof & Probate of the Last Will & Testament of Williams, 13 Mills Surr. 455, 89 Misc. 1, 151 N.Y.S. 467 (N.Y. Super. Ct. 1915).

Opinion

Bodine, S.

Rebecca Williams, the testatrix, died on the 14th day of May, 1914, aged somewhere between eighty-two •and eighty-five years. Her will was executed on the 20th day of March, 1912, and in. it she named the proponents, two of her daughters, Mrs. Eleanor Wayne and Miss Alicia Williams, as executrices. She was survived by six daughters and left an estate of approximately $26,000. By the terms of her will she gives each of her daughters, naming them, $1,000 and the rest of her property goes to the two executors. At the time of the execution of the will her property consisted: of .several houses and lots and some $4,500 in money in various banks. The will was prepared by an attorney, who received his instructions from the executrix Alicia Williams, she having brought memoranda from time to time to the attorney’s office from which the will was prepared. The attorney, while personally acquainted with the decedent, had not seen her for ten years prior to the execution of the will and at the date the will was executed there was no one present except the two executrices, the attorney and a clerk from his office, the two latter acting as witnesses to the will.

The will was properly executed, all the necessary formalities being strictly complied with, the only questions left to determine being as to the testamentary capacity of the testatrix at the time the will was executed and whether the making of the will was induced by fraud and undue influence exerted on testatrix by the two executrices.

It appears from the testimony that the testatrix and her daughter Alicia lived together alone for a number of years and [457]*457that for the last four or five years of decedent’s life she had gradually failed in health and some time in the month of December, 1911, about three months prior to the execution of this will, her health .had became such that the daughter Mrs. Wayne came to the house and assisted in taking care of the mother, the family at that time consisting of the decedent and the two ■daughthers. Another daughter lived in Seneca Falls and was at the house practically every day up and until the 12th day ■of February, 1912, when she and her husband went on a trip and were gone about six weeks. The other daughters lived in the west.

On the night of the 10th day of February, 1912, Mrs. Wayne ■called her sister Mrs. Elwell on the ’phone and asked her to take their sister Alicia with her to Florida. This suggestion was without the knowledge of Miss Alicia and the time was so short that arrangements could not be made to take her and she remained at home. About this time, but whether before or after the evidence does not disclose, Mrs. Wayne brought up the question of the mother making a will and it is contended by the contestants that it was a scheme on the part of Mrs. Wayne to get Miss Williams away from Seneca Falls so that she could have free access to the mother and have the will made entirely as she wished it. Whether this supposition is true or not makes but little difference here, for the evidenqe discloses that the will was dictated by Mrs. Wayne to Alicia, whoh wrote it down in the presence of the mother; that it took some four weeks to get the will whipped into shape and the matter had to be hurried to get it done before the Elwells returned. It appears that during the talk about the making of the will and the dictating of its terms disputes at various times arose between the two executrices as to what each was to have and these arguments at times were very heated, always taking place in the presence of the mother, who sat quietly by and took no part in the con[458]*458versation. After the memoranda had been prepared to the satisfaction of the executrices Miss Alicia took it to the attorney’s office, and he prepared the will therefrom without' any conversation with or personal direction from the testatrix and when he had transcribed it went to the house at the suggestion of the executrices and the will was executed.

The evidence presents a most peculiar situation. The petition for the probate of the will is signed by both of the executrices. Miss Alicia Williams, one of the proponents, having been called' by the contestants, testified in favor of the will and denied many statements regarding its preparation that the contestants claimed were made by her and by Mrs. Wayne in their presence after the will was read and before it was offered for probate. These' statements, the substance of which I shall set forth later, are very material in the consideration of the question of undue influence and the fact that Miss Williams after-wards changed her testimony to conform to that of the two contestants and that these statements and charges were never denied by the other proponent, who was in court at each hearing, are, to say the least, very suggestive. On these statements and admissions the contestants rely to prove that undue influence and fraud were used in bringing about the making of this will. These admissions in the main are to the effect that Miss Alicia knew the will was not right and was not her mother’s will, but that Mrs. Wayne made such a disturbance in the house and made it so disagreeable for the mother that rather than have the trouble and annoyance she consented that the will be executed, knowing that the other sisters would not stand for it when it was offered for probate and that probate would be denied. At one of the conversations when the four were present Mrs. Wayne turned on Miss Williams and made the remark, “Row I will tell something I wasn’t going to tell. You put down all the furniture to yourself. Mother didn’t [459]*459know it because you mumbled it.” Alicia replied to Mrs. Wayne, “ You forced mother to make that will.” And during the same conversation Mrs. Elwell remarked, “ Why was this will made when I was away and why was I not told of it ? ” To which Mrs. Wayne replied, “ None of your business.”

The contestants also have proven that within ten days after the making of the will the two proponents caused Mrs. Williams to transfer all her money in the savings banks, amounting to something over $4,000, one-half to each one, so that they immediately came into possession of practically "all of the personal property of their mother. It is true that the deposits in each bank were made in the name of the mother and one of the proponents, but in such a way that the proponents had actual control of all this money and there was no property left, other than the real estate, out of which the legacies provided for in this will could be paid.

It also appears that the family physician, Dr. Follett, who was allowed to testify, and who had treated Mrs. Williams off and on for some ten years prior to her death, diagnosed the malady under which decedent was suffering sometime during the late summer or fall of 1911 as senile dementia, which gradually progressed and finally was one of the contributing causes which caused the death of the testatrix. In his opinion the disease had so far progressed that on March 20, 1912, the day the will was executed, testatrix did not know what she was doing. It is not denied by any one that at about the time this will was made the testatrix was in feeble health; she had' broken arches and dropsy and was unable to move about the house except with assistance; she had apathy, hebetude, dullness of mind, lack of facial expression, inattention, and at times had asked to be taken home; had called for her husband and exhibited other characteristics of senility.

There were no lay witnesses called to describe any of the acts or relate any of the sayings of the testatrix at about the time [460]

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13 Mills Surr. 455, 89 Misc. 1, 151 N.Y.S. 467, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-proof-probate-of-the-last-will-testament-of-williams-nysurct-1915.