In re the Will of Johnson

1 Pow. Surr. 579, 7 Misc. 220, 27 N.Y.S. 649, 57 N.Y. St. Rep. 846
CourtNew York Surrogate's Court
DecidedFebruary 15, 1894
StatusPublished
Cited by7 cases

This text of 1 Pow. Surr. 579 (In re the Will of Johnson) 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 Will of Johnson, 1 Pow. Surr. 579, 7 Misc. 220, 27 N.Y.S. 649, 57 N.Y. St. Rep. 846 (N.Y. Super. Ct. 1894).

Opinion

Fitzgerald, S.

Objections were filed by the father of decedent to the admission to probate of the paper propounded as his will. The first question that arises affects the validity of its execution. The subscribing witnesses, Hollings and Kelly, prove compliance wdth all the formalities required by the statute except that Hollings does not recollect a declaration by the testator that the paper was his will, or a request for him to sign it as a, witness. He admits, however, that he was requested to sign by the proponent, Mr. 'Drake, who superintended the execution of ■.the paper. It is evident that Hollings did not regard the event as of sufficient importance to charge his memory with all the details connected with the execution. He did not recall the fact that on the same occasion he had signed another will—that of the testator’s sister—and his memory was at fault in respect to the time of the execution. His recollection was that it took place between nine and ten o’clock in the morning, whereas, it was not until late in the afternoon. Kelly’s testimony is sought to be discredited, because inconsistent with statements in a certain affidavit that he made long after he had signed the will as a subscribing witness, and also because of contradictions in the testimony he gave upon collateral matters.

[581]*581To provide against the infirmities of memory and the possible hostility of subscribing witnesses, the law, by a long line of decisions, has established that the execution of a will may be proved by other evidence. This principle is recognized in section 2620 of the Code of Civil Procedure. In the Mattel’‘of Cottrell (95 N. Y. 329), both subscribing witnesses testified, not only that the formalities requisite for the due execution of a will were not complied with, but they denied that either was present at the time of the execution of the will, or signed the attestation clause. Yet the court held, on proof of the circumstances surrounding the preparation of the instrument, the genuineness of the testator’s signature, and the recitals in an attestation clause in his own handwriting, that the surrogate has sufficient facts to justify him in finding a valid execution. In the case at bar, there is not only a full attestation clause, but the testimony of the witness Drake, a reputable man, engaged in an extensive real estate business in this city, who, though not an attorney, has had experience in the drawing of wills and legal papers pertaining to real estate transactions, leaves no doubt that all the acts necessary for the valid execution of a will were performed, even without the confirmatory testimony of Miss Battjer and Freibly, who were present when the will was executed. I could not hold the contrary except on the assumption that the will was the result of a conspiracy, to support which five witnesses had been guilty of perjury.

The execution of the will having been established, the issues as to testatomentary capacity and undue influence will be considered.

Joseph F. Johnson was still a young man at his death. He had been addicted to the excessive use of intoxicating liquors for many years; had come to be a drunkard, and had suffered from delirium tremens, and some months after the execution of the will he was an inmate of the Inebriate Home. His mental powers were probably never robust, and had been weakened by his excesses.

Drunkenness may so becloud the mind as to make it incapable [582]*582of doing an intelligent act. But the disability ends when the exciting cause is removed. In this it differs from insanity, which, once shown to exist, is presumed to continue until there is proof that intelligence and reason have asserted themselves. A drunkard may execute a valid instrument within a day, or even less, from a time when it would be conceded that he was incapable. In each ease the question to be determined is, whether at the time he was sober, or if not, whether his mind was so affected by drink that he was not sufficient master of himself to give expression to his real wishes. One may be so indifferent to his interests that he will neglect his estate, or, if not indifferent, his habits of intemperance may disable him from caring for it, and even make it necessary for a committee to be appointed that his estate be not wasted. It does not follow that he does not know that he has an estáte which he can bestow, of what it consists, or that he has not a preference as to who shall receive it after his death. A clear mind is needed to conduct a complicated business transaction. A mind partially clouded by drink may execute a valid will. The proofs are positive that on the 23rd day of October, 1891, when the will in question was prepared and executed, Johnson was sober. , Making due allowances for the defective memory of witnesses and their possible disposition, by reason of interest or prejudice, to vary their narratives from strict truth, the weight of evidence is that he had then been sober for some days, if not weeks. He was ill on that day and also on the day previous. If Johnson’s mind was so weakened that he could not conserve his estate, yet, if he could recollect its nature and extent, and those for whom, following the usual impulses of men, he would provide, he had the capacity to make a valid testament. It is not questioned that on October 23, 1891, he knew that there were two houses on Avenue 0, and certain property at Sugarloaf, that had come from his mother’s family, and that it was within his power, as incident to his ownership thereof, to give it to his father1, to his sister, or both, or to a stranger.

It is not necessary to refer to the many cases in this State in [583]*583which the wills have been sustained, and which are far more suggestive of testamentary incapacity by reason of drunkenness of the testators! than the one under consideration.

I will only cite the leading case of Peck v. Carey, 27 N. Y. 9, and the recent decision in the Matter of William A. Reed, 2 Connolly, 403.

The fact that Johnson had an epileptic fit does not raise a presumption of disability after he had recovered from the attack. ■Contestants claim that it occurred on the morning of the day the will was signed. If so, I am satisfied from the evidence that it did not affect his capacity in the afternoon. The opinion expressed by Dr. Lines, who was called as an expert, but who never had seen Johnson, and that of Hollings, the subscribing witness1, that the testator was incompetent to make a will, are ■outweighed by others, who proved acts and words that showed his capacity.

Nor is the allegation of undue influence sustained by the proof. On the morning of the day on which he signed the paper Johnson sent for Mr. Drake, not once, but twice, and, after his arrival in response to the second call, he stated to Mr. Drake his wishes in respect to the disposition of the property, and asked that a deed should be prepared by which his estate should go to his sister. After discussion he acquieced in the suggestion that a will be also prepared. Late in the afternoon Mr. Drake returned with the papers. Both were read to Johnson, who stated them to be in accordance with his wishes. On the same occasion a reciprocal will and a reciprocal deed were executed by his sister to him.

Certain previous declarations are shown to have been made by Johnson that his estate was. to go to his father. If he had executed a will containing that provision, it was his right, even capriciously, to revoke it. But his. declarations never took the form of a will or other legal paper. They'probably expressed his feelings at.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Craite v. Morneau
184 N.W. 705 (Wisconsin Supreme Court, 1921)
In re the Last Will & Testament of Hoffman
12 Mills Surr. 289 (New York Surrogate's Court, 1914)
In re the Contested Will of Sarasohn
5 Mills Surr. 6 (New York Surrogate's Court, 1905)
In re the Alleged Will of Connor
1 Mills Surr. 301 (New York Surrogate's Court, 1899)
In re the Will of Halbert
1 Gibb. Surr. 476 (New York Surrogate's Court, 1895)
In re the Probate of the Will of O'Dea
67 N.Y. St. Rep. 143 (New York Supreme Court, 1895)

Cite This Page — Counsel Stack

Bluebook (online)
1 Pow. Surr. 579, 7 Misc. 220, 27 N.Y.S. 649, 57 N.Y. St. Rep. 846, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-will-of-johnson-nysurct-1894.