Weir v. Fitzgerald

2 Bradf. 42
CourtNew York Surrogate's Court
DecidedOctober 15, 1851
StatusPublished

This text of 2 Bradf. 42 (Weir v. Fitzgerald) 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
Weir v. Fitzgerald, 2 Bradf. 42 (N.Y. Super. Ct. 1851).

Opinion

The Surrogate.

The decedent at the time of his death was 76 years of age. His wife died in 1847, and he had no kin nearer than nephews and nieces. The will propounded for proof, bears date April 28, 1848, and was prepared in a measure from a previous will, executed some three or four years before. It does not appear what the alterations were, though it is not unlikely that the decease of his wife may have occasioned some change in his testamentary intentions. Both these instruments were drawn under instructions, given by the decedent personally to the counsel who prepared them. The probate is contested on the grounds of incapacity, undue influence, and non-compliance with the statutory ceremonials requisite to the valid execution of a will.

Total incapacity is not alleged, but it is urged that his mind and memory were so impaired as to make him the subject of undue influence. In judging of his mental condition, it is important to bear in remembrance, that his hearing was slightly affected, and his eyesight very seriously impaired. But two witnesses express an unfavorable opinion of Iris competency. Mr. McCord, who knew him for eight or ten years, and for two years succeeding May 1, 1848, was in the habit of seeing and conversing with him several times a week, from his intercourse with him during the latter period says, “ I should think he was not capable of attending to business. I should not think he had sufficient intellect to make'a contract.” “ I should judge his memory was very treacherous. He seldom if ever could recognize my voice, though I was in the habit of going in there so often. I generally had to tell him who I was before we commenced conversation.” I could not say I cordd consider him capable of making a will. I should say if he had bequeathed his property one day, he [58]*58could not say the next day how he had distributed it. He might come near to it—he might recollect perhaps the principal bequests he had made, but not accurately. I think it would require a good deal of teaching and instructing, in order for him to make a proper will. I do not think he would know how to estimate the value of his property. I think his mind in 1848, was as feeble as it ever has been. I think he could understand as to his family, and the relations the different members of it bore to him.” The witness also expresses the opinion that the decedent had not sufficient capacity to rent his houses, or know the value of rents and of property; and that this arose not so much from want of information as from want of a retentive memory ; that his memory was stronger as to matters of remote than as to those of recent date; and he particularizes an instance in 1848 or 1849, in regard to a lawsuit, when his loss of memory indicated itself in a repetition of inquiries at different times, relative to information previously given which he seemed to have forgotten. On cross-examination, Mr. McCord states that although the decedent was indisposed to start subjects of conversation, he talked understandingly ” and “ very well ” on “ usual topics.” He also adds, “ His mind was not all gone; he did not talk incoherently; he talked like a man of sound mind; he seemed deficient in memory and recognition; I could not say there was any other trait or faculty of mind in which he seemed deficient. I do not think the defect or loss of memory was total. He could recognize a person after being told who the person was, who was present. He did not, that I am aware of, forget the names of his near relatives ; but he would forget the names of distant relatives, and ask the names. On one or two occasions, he would ask the names of his niece’s children, Eliza Acker.” He was reputed to be worth about $50,000. I think he would generally have his own way, except that in business matters, he would always refer me, and others so far as I knew, [59]*59to Mr. Weir.” “I don’t know any fact indicating any control of Mr. Weir over the mind of the decedent.”

Mr. Rynex, who was acquainted with the decedent ten or twelve years, and visited him occasionally at his house, about the commencement of the year 1848, some two or three times a week, says, “ I considered his mind as rather imbecile, indeed, quite so. I judged he had suffered very much with his eyes, and he was very hard of hearing; and I considered his suffering from these difficulties had enfeebled his mind.” “I did not think him competent to make a will in 1848.” “I talked with decedent quite often on various subjects of conversation. He would reply to me very well. He often asked me to tell him the same thing over again; and I would do so again and again, till I could get him to understand what I said. I suppose he understood, for he gave assent to it. I never talked to him on business, or had business transactions with him. I thought him incompetent to make a will, in consequence of the complaints he made about his extreme suffering, and the difficulty I had to make him understand very simple accounts I gave him of passing events.” I cannot say what the cause was of the difficulty I had to make him understand ; I judged it was from his mind being affected by his sufferings.”

This is the burden of the evidence tending to impeach the capacity of the deceased; and, under the established rules applicable to the subject, it is obviously insufficient to sustain absolute testamentary incompetency. There was nothing like a total deprivation or loss of reason or memory. Whatever doubts this testimony may have suggested must, however, be removed by the evidence not only of the witnesses produced by the executor, but of many who were examined on the part of the contestants.

Miss Gross, a witness for the contestants, who resided in the upper part of the house where Mr. Brinckley lived since 1820, says upon direct examination, “ I think as he grew old, his mind became somewhat enfeebled. I don’t know but I noticed a failure in his memory; I don’t know [60]*60in what particular, hut I think in some instances I have noticed it.” On cross-examination, she states: “ I don’t recollect any^ instances now of the failure of his memory, but I have at the time noticed some, I suppose in the course of the last three years, or perhaps later” “I was in the habit, two or three years ago, of conversing with him; we would talk about different things; he would answer and talk as though he understood. I think his mind was pretty good, but I think his mind and his hearing failed with his age; I cannot say to a greater extent than is usual.” “ He forgot I paid rent to him, once, about a year ago.” “ Three years ago this spring, in 1848, 1should think his mind was sound, allowing, of course, for his age ; I don’t know but what Ms memory was then pretty good; I don’t know that I had up to that time observed any failure in his nvind, very particular.”

Mr. Gross, a witness for the contestants, who knew the decedent for thirty years, and was intimate with him, says his mind “ Was about as that of a man of his age should be with his infirmities. I cannot say that I ewer observed any signs of imbecility or of a decayed or impaired intellect.” “ I can’t say that he was a man likely to be injkir enced by those who dealt with him.”

Mr. Christophe, a witness for the contestants, an old acquaintance, who saw him occasionally in 1848, says, “ I can’t say I ewer noticed any defeat in his memory.

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Bluebook (online)
2 Bradf. 42, Counsel Stack Legal Research, https://law.counselstack.com/opinion/weir-v-fitzgerald-nysurct-1851.