Sheldon v. Dow

1 Dem. Sur. 503
CourtNew York Surrogate's Court
DecidedAugust 15, 1882
StatusPublished
Cited by1 cases

This text of 1 Dem. Sur. 503 (Sheldon v. Dow) 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
Sheldon v. Dow, 1 Dem. Sur. 503 (N.Y. Super. Ct. 1882).

Opinion

The Surrogate.

The last will and testament of testatrix, which is here offered for probate, was executed on January 31st, 1881, when she was nearly eighty years of age. Although deceased left a sister and others, who would he benefited by the rejection of the [505]*505instrument propounded, objections are filed only on behalf of the executor of a previous will. While the objections are of the usually elaborate kind, the contest really hinges upon the single question of the mental capacity of testatrix—was she of sound disposing mind and memory at the time of the execution of the will?

Previously to the paralytic attack which culminated in her death, the testatrix was a lady of fair intelligence, of taciturn, reticent disposition, a devoted member of the congregational church of Randolph, and a diligent reader of religious books and papers. For three or four years before her decease, she had been an invalid by reason of an attack of hemiplegia, which incapacitated her from engaging in manual labor. She never had any children, and her nearest relative was a sister who resided near her, in Randolph. At the time of her marriage to Mr. Sheldon, he was the father of five children, two of whom are now living, the others having died leaving issue, among whom are Charles 0. Sheldon, the principal devisee of the instrument propounded, and Thaddeus Sheldon, a devisee named in a former will. The property of deceased consisted of a house and a few acres of land in Randolph, upon which she resided at the time of her death, with a few notes or mortgages, the amount or kind of which was not developed upon the trial. There is nothing whatever in the will itself, indicating a lack of mental vigor in the testatrix.

As far as can be gleaned from the voluminous mass of testimony in the case, Charles C. Sheldon was regarded with as much favor and affection by testatrix as anyone else. Her equable temperament never permitted her to burst forth in ebullitions of either joy or anger, but she [506]*506never spoke disparagingly or in a vexed manner about Charles 0. Sheldon. Nor is the will radically different from the one made in the spring preceding, when her mental faculties were certainly not sufficiently impaired to render her incapable of appreciating the condition and amount of her property, and who were the proper objects of her bounty. That will was made subsequently to the one sought to be propounded by the contestant in this case; and in that will she devised her real estate to Thaddeus Sheldon, and, in case he died without issue, to Charles 0. Sheldon, and, after a few unimportant alterations, named the same persons residuary devisees and legatees, as in the will now under consideration; so that, in her treatment of those who possibly might have claims upon her, testatrix exhibited no striking peculiarity, nothing calling for criticism.

During the latter part of October preceding her death, a widow-lady, Mrs. Laura Ford, with her married daughter, moved into the house of testatrix, and remained there, taking care of her until her death, which occurred in March, 1881. Mrs. Ford and her daughter and several neighbors relate many acts and detail many conversations with testatrix, clearly showing she was at times deranged. Among other things, the testatrix had a hallucination to the effect that she was not in her room when actually occupying it. This was of frequent occurrence, and her attendant, Mrs. Ford, and others, would call her attention to familiar articles of furniture, but usually failed to arrest her attention, although, after a little rest or a nap, she would seem to understand where she was. Again, she would become possessed of the idea that her chambers had been altered by tearing [507]*507out the partition; that they were occupied by gipseys or Indians; that her house had been turned around: that she had been kept in a cellar while visiting with her sister, often failed to recognize acquaintances of long standn ' These and many other acts and conversations, detailed by the witnesses for the contestant, certainly show that the testatrix at rimes was incapable of transacting any business whatever, or even of realizing her condition.

But the proof offered on behalf of proponent is equally as plain and perspicuous that, at other times, she comprehended fully the matter at hand, and possessed testamentary capacity. Dr. Cowles, who was her attending physician when any was needed, had a conversation with testatrix upon religious subjects, in which she exhibited good sense and intelligence, and during his visits he says he discovered nothing in his patient irrational. Mrs. Latham, an aquaintance, relates a conversation wherein testatrix stated she desired to hire her to take care of her, and they failed to agree upon a price, Mrs. Latham desiring five dollars per week, and testatrix insisting that she could only afford to pay four dollars and fifty cents. Mrs. Ford confirms this story of her economy, ag she admits that testatrix knew, to a cent, how their accounts stood, up to within a very few days of her death. Mrs. Earl narrates two or three conversations, wherein decedent made very intelligent inquiries, interspersed with pertinent remarks relative to a mutual acquaintance. Mrs. Earl also tells of a talk with Mrs. Sheldon, in which she spoke disparagingly of Mrs. Shumway, who was a free methodist, and alluded to women speaking in meeting, aptly quoting St. Paul in disapproval of this practice.

[508]*508Again, Hon. Rodney R. Crowley, a reputable attorney, visited Mrs. Sheldon, professionally, on December 4th, 1880, and had her make the usual affidavit for a widowed pensioner, and also had her sign the usual pension vouchers. That she comprehended fully what she was doing, his clear statement of the conversation and of what occurred then,proves. And on March 4th, only a few days before her death, -when she was very low, he called and went through a similar ceremony, and she recognized him, and, as far as her eyes and expression could convey any idea, she seemed to understand the nature of his business.

So that we have conflicting evidence establishing,on the one hand, that she was almost a driveling idiot, and, on the other hand, that she retained her mental faculties sufficiently to be capable of making her will; and the controversy must be narrowed down to the time when the will was executed.

The evidence shows to my satisfaction that, on the day the will was executed, she was in better condition than ordinarily; she had what is termed a “ poor spell” on the preceding day, and, recovering from that, as is often the case, her mental powers were rendered more acute by the reaction. The will was drawn by ex-Senator Dow, an acquaintance of long standing, a member of the same church to which testatrix belonged, and the banker with whom she kept her little account. Mr. Dow states that, on the day he drafted the will, he was at the house fully two hours; that he had the other will with him, which he also had drawn; that, after a short and informal but perfectly intelligible conversation with testatrix, he stated or read to her the first devise or bequest in the will he had with [509]*509him, and asked what change, if any, she desired in that. She said she wished the homestead willed to Charles, as Thaddeus was East, and she did not think he would appreciate it. Her statements, anent the change in the legacy to the Home Missionary Society, were very sensible, that she would give liberally if the chinch would give as liberally.

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Bluebook (online)
1 Dem. Sur. 503, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sheldon-v-dow-nysurct-1882.