In re Western's Will

14 N.Y.S. 753, 38 N.Y. St. Rep. 387, 60 Hun 298, 1891 N.Y. Misc. LEXIS 2478
CourtNew York Supreme Court
DecidedMay 21, 1891
StatusPublished
Cited by5 cases

This text of 14 N.Y.S. 753 (In re Western's Will) 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 Western's Will, 14 N.Y.S. 753, 38 N.Y. St. Rep. 387, 60 Hun 298, 1891 N.Y. Misc. LEXIS 2478 (N.Y. Super. Ct. 1891).

Opinion

Mayham, J.

The position which the contestants seemed to take before the surrogate,—that the testator was wanting in testamentary capacity,—upon which subject considerable evidence was taken, does not seem to be urged here except as his physical and mental condition can be made to bear upon the question of deception or undue influence, claimed to have been practiced by the proponent upon the testator in shaping the provisions of the will. It is quite apparent from all the evidence that the testator was not wanting in testamentary capacity to make a valid testamentary disposition of his property, and, if this instrument was the free and voluntary act of the testator, with a knowledge of its provisions at the time it was made, it must be upheld as his will. It is urged by the contestants that the confidential relations that existed between the proponent and testator, the fact that the will was drawn by the proponent in his own handwriting, and that he is made the sole beneficiary, to the exclusion of the kinsfolk of the testator, who are the more natural objects of his bounty, and the failure of the proponent to prove that the will was made over "to the testator or by him, or that he knew its contents, raise the legal presumption of fraud, or undue influence or both; that such presumption is not overcome by evidence on the part of the proponent, and that the probate of the instrument as a will should for that reason be denied. The evidence discloses that the business relations between the proponent and testator in his life-time had been close, and somewhat of a confidential character. They had been partners in business years before; and the proponent, although not an attorney, was a magistrate, and accustomed to drawing busi[754]*754ness and legal papers, and to some extent had charge of testator’s business, there being no practicing lawyer in that town or vicinity. While the relation of attorney and client did not exist between Western and Burgess, still it is apparent from the evidence that the former regarded the latter as a trusted business assistant, and to some extent confidential adviser, in matters of a legal and business nature. It is most natural that the testator, in the absence of a lawyer, to whom he could apply for the transaction of this important business, should select this proponent, who had been accustomed to do his business for him, and who to a certain extent had had charge of his business, and was, as appears from the evidence, the substitute for a lawyer in that community. Had not the proponent been named in the will as the principal beneficiary, no question could have risen out of such a situation. But when we find that the trusted friend and draughtsman of this will is made in it not only the sole executor, but devisee and legatee, of this entire estate, to the exclusion of all of the next of kin and heirs at law of the testator, we are called upon to inquire and determine whether, in the light of rules-of law governing the testamentary disposition of property, the proponent has by his proof overcome the legal presumptions that arise out of the circumstances of this case.

In pursuing this inquiry we must start with the concession and assertion of the testator’s absolute legal right and power to dispose of his property by will as he pleases, without regard to any supposed claims founded upon kinship or ties of consanguinity or affinity. These relations can only be considered as bearing upon the question of the probabilities of the instrument offered for probate being the free and .voluntary will of the testator. But the fact that a will is drawn by one who is a principal beneficiary in it has always been regarded as a suspicious circumstance, tending to cast doubt upon the validity of the instrument. By the civil law, such a will drawn by a legatee is absolutely void. But the rule of common law in England and this state has not followed the civil law', and, while regarding it as a suspicious circumstance, it has not, alone, been regarded as’ground for declaring a will void. In Marvin v. Marvin, 3 Hun, 141, note, Mason, J., in discussing this question, uses this language: “Yet the better rule to be adduced from the adjudged cases is that a presumption of undue influence shall be indulged in against them when the testator is feeble, weak, and in advanced old age. I do not mean to say that such legal presumption will be indulged in in every conceivable case, but the rule to be deduced from the adjudged cases in our own courts will fully justify this charge in its application to the case at the bar.” In that case the one who drew the will was a lawyer, and acted as the legal adviser of the testatrix. In Newhome v. Godwin, 17 Barb. 236, the testator left a wife and sister in comparatively destitute circumstances, and gave the bulk of his estate to his counsel, who drew the will, and whose influence over the testator extended beyond professional matters; there being no evidence to show' that it was in accordance with previous directions, or that the testator had previously designed to give anything to him; and it was proved that the testator, in consequence of illness, was in a state of mind in which he readily yielded or assented to the suggestion of others. It was held that the will was invalid, as having been obtained by undue influence, and the decree of the surrogate refusing to admit the will to probate was affirmed by this court on appeal. In this case the will was read to the testator, which does not appear to have been done in the case at bar. In that case,'Strong, J., delivering the opinion of the court, says: “The appellant drew the will. There is nothing to show that it was in accordance with previous directions,, or that any directions were given. It is true that it was read to the testator, and that he must have assented to it. His assent does not prove that it was his will, as the evidence shows that he readily assented to whatever was proposed to him.- This peculiarity, coupled w'ith the entire absence of any proof that the testator had previously designed to give anything to the appellant, or that [755]*755he had given him any instructions to draw the will,- lead strongly to the inference that it was the will of the appellant, and not of the testator. ” It is true that the case from which we have quoted differs from the one we are considering in this: that the will was in that case read to the testator, but that, in consequence of mental and physical weakness, the will of the draughtsman was deemed to dominate that of the testator; but in the case at bar, where it does not appear that the will was read by or to the testator, or that he knew its contents, and where the draughtsman was the principal beneficiary, the conclusion is quite as irresistible that this was the will of the draughtsman, and not of the testator, as in the case from which we last quoted. In this case, as in that, there is no evidence of a previously expressed intention by the testator to make his will in favor of his proponent, or of any direction or instruction by the testator to the draughtsman as to the disposition of the property under the will. In this case, as in that, the draughtsman is a beneficiary under the will. It is perhaps worthy of note in this connection that, while the evidence discloses no previous expression of intent on the part of the testator to make the proponent the recipient of his property, there is, in letters and correspondence of the testator with his brother ¡Seymour and his wife and daughters, such a cordial recognition of kinship as to raise a presumption that he intended them or some of them as the objects of his bounty, in one of which he expresses a wish that a niece make his home her home after his death.

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Cite This Page — Counsel Stack

Bluebook (online)
14 N.Y.S. 753, 38 N.Y. St. Rep. 387, 60 Hun 298, 1891 N.Y. Misc. LEXIS 2478, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-westerns-will-nysupct-1891.