Majority
Headnote
1. Wills—Undue Influence—Evidence.Robert Green, father of testator, a prominent business man and an old resident of the city of Troy, died in 1876, leaving a widow and two children. He was twice married. By his first wife he had a son, the testator. The only surviving child of the second marriage was a' daughter, Georgianna B. Green, born some 10 years-after her brother. He was about 48 years of age at the time of his death. The property which William H. Green owned at the time of his death was derived principally from his father. It consisted of one half interest in two brick stores in Troy, and a three-story brick building in Brooklyn, and certain stocks and bonds and a collection of pictures, coins, and books, all of the value of about $40,000. After the death of Robert Green, his widow and his two children continued to live together. Mrs. Green became an invalid, and after being confined to the house for several years, and to her bed for months, died in November, 1888. Neither William H. nor his sister ever married. William H. Green continued to reside at Troy until his death, which occurred August 11, 1890, at Patchogue, L. L, where he was temporarily sojourning. Among his relatives, besides bis sister, testator had three cousins residing at Troy, children of Mrs. Kate ■ Green and William H. Green, (his father’s brother,) viz., Misses Mamie, Sarah, and Emma Green, and six second cousins in Brooklyn, children of a cousin of his father, viz., Eugene F. and Albert C. Barnes, and their four sisters, Misses Emma and Angie Barnes, Mrs. Bobbins, and Mrs. Wykoif, who are the beneficiaries under the will of July 2, 1888. He had also four cousins, the children of his mother's brother, residing at Peekskill, N. Y.,
By the will of July 2, 1888, presented by Eugene P. and Albert C. Barnes, the testator devised the River street property to Miss Mamie Green, the Brooklyn dwelling to Miss Emma Barnes for life, the remainder to her sister Miss Angie Barnes. By this will also he gave to his half-sister, Georgianna R. Green, a legacy of $62.50, and named the Misses Emma and Angie Barnes, Emma and Sarah Green, as residuary legatees. By the codicil to his will executed July 2,1890, he gave a legacy of $200 to Mrs. Wy^oif, formerly Miss Barnes, revoked a legacy to a cousin on his mother’s side, and gave a legacy in lieu thereof to her sister. He also gave directions as to his own funeral and interment. By the instrument offered for probate as the will of testator, dated July 22,1890, he gives, with the exception of $500 each to four cousins, daughters of John Hyatt, his entire property to his sister, Georgianna R. Green. The application for the proof of these several wills was consolidated, and the matters heard together. The proponent of the later will contested the probate of the first will upon the ground that the testator, by his will of July 22d, had revoked the former will. The proponents of the first will contested the probate of the last will upon the ground that the last will was not the will of testator, but was obtained by fraud, duress, or undue influence of his sister, Georgianna R. Green, the proponent and principal beneficiary.
The sole question to be decided upon this hearing is, was the will of July 22d obtained byfraud, duress, or undue influence? Upon this question the burden of proof is ordinarily upon the party who makes the allegation. Tyler v. Gardiner, 35 N. Y. 559 ; Baldwin v. Parker, 99 Mass. 79 , 85; In re Martin’s Will, 98 N. Y. 196 .
The general rule is that the influence that will avoid a will as undue°must amount to moral coercion, restraining independent action and destroying free agency, or the importunity must be such as to constrain the testator to do that which is against his desire. The undue influence which deprives a testator of the free exercise of his will must be exercised in respect to the very act. It is not sufficient for the purpose of establishing undue influence to show that the will is the result of affection and gratitude, or the persuasion which a friend or relative may legitimately use. Courts will hesitate to find that undue influence has been practiced, when the will is fair and reasonable, according to the common instincts of mankind, and is such as might with propriety and j ustice have been made by the decedent. In the absence of evidence of force, threats, or coercion, the exercise of an influence springing from family
In ordinary cases, the formal execution of the will by a person who can read and write imports a knowledge of its contents. But, in a ease where a will is prepared or procured by one interested in its provisions, the proponent must go further, and not only show soundness of mind, but actual knowledge by the testator of the contents of the will, and that" he was at that time under no undue or improper restraint of volition. But where it appears that the testator was of sound mind, and clearly understood the provisions and contents of the will, and appeared to be at that time under no undue influence, the burden which the law casts upon the contestant who alleges fraud and undue influence returns and remains with him, to establish his defense. Baldwin v. Parker, supra; Tyler v. Gardiner, supra; Boyse v. Rossborough, 6 H. L. Cas. 2, 48. In the last case Lord Cbanworth says: “Where it has once been proved that a will has been executed with due solemnity by a person of competent understanding, and apparently a free agent, the burden of proving that it was executed under undue influence is on the party who alleges the undue influence. Undue influence cannot be presumed.”
In the case of the last will, which was drawn by Mr. Hollister, the formal execution of the will was not only satisfactorily proven, but it appeared that the testator dictated the will, paragraph by paragraph, to the draughtsman, in the absence of his sister; and when the will was executed, in the presence of three witnesses, including Mr. Hollister, it was read to him. He also read the will himself in their presence, and after reading it, said it was right, signed it, declared it to be his last will and testament, and requested the witnesses who were present to sign it as such. . Although he was at that time sick, yet his health was considerably improved, so much so that he sat up during a portion of the time in a chair, and within two or three days thereafter traveled a distance of 40 or 50 miles on the cars to Patchogue, retaining sufficient strength after his arrival there to spend the next day but one after his arrival, and several days thereafter, upon the hotel piazza, walking about unassisted, conversing freely with those whom he chanced to meet. But the proponents of the earlier will insist that, notwithstanding the due and formal execution of the later will, and the testator’s undisputed knowledge of its contents, the later instrument was the result of the dominating will and undue influence exercised by his sister, not in making the will, but in causing the testator to make the instrument; and they insist that the will of July 2, 1888, which was made when the testator was in comparative health, residing with his sister, which was republished by the codicil of July 2, 1890, was the result of a deliberate intent upon the part of the testator to deprive his sister of his property, and to give the same to his cousins, the Greens, of Troy, and the Barneses, of Brooklyn, and that such disposition was not only
In support of this contention, evidence was produced tending to show that the testator complained of petty annoyances which he had been subjected to at his home when residing' with his sister, that he stated, he was unkindly treated, that he left the house because of such treatment, and, although his outward relations with his sister were polite and friendly, yet at heart he disliked her, and had deliberately resolved that she should not enjoy any of his property. In further support of this contention, it is insisted that, while testator disliked his sister, he was, on the other hand, sincerely attached to his cousins, the Misses Green, and especially Miss Mamie Green, his principal beneficiary under the will, and the Barneses, of Brooklyn, with whom he spent a great deal of time, and of whom he frequently spoke to his intimate friends. That these relations between these respective parties, as manifested in the earlier will, continued down until the arrival of his sister at Coney island, on the I3th of July, 1890. It appears he had been quite sick at Troy, from about the 1st of May, 1890, when he left his boarding place on Third street, and went to his aunt’s, (Mrs. Kate Green’s,) No. 5Union place, where he remained about six weeks. It appears his sister learned of his illness, and wrote him a letter of sympathy, dated June 5,1890, inviting" him to her home, proffering to send for him and nurse him; to which he replied the same day kindly, thanking her for her proffer, and said he had been very sick, but was better, and that he would come over and see her as soon as he could. It does not appear that he called, though he apologized for it in a subsequent letter, which he wrote to his sister from Brighton Beach.' The proponents of the earlier will insist that his testamentary intention in regard to the disposition of his property remained, as appears in his will and codicil, without change, until his sister, took charge of him, on the 18th day of July; that she thereafter discharged bis former physician, excluded the Barneses, who were visiting him from day to day, and continued such exclusion until the day of his death; took possession of his person, dominated his will, sent for her own lawyer, had a will drawn in her favor, and then removed him secretly to another place, where knowledge of his whereabouts was not known, and would not be likely to be ascertained, by the beneficiaries under his former will; and they invoke the rule that, as the former will was executed when the testator was in health, and the circumstances tended to show that it was made with deliberation, and the will made in ill health, when in charge of the principal beneficiary, with interest, and with every opportunity impelling her to procure a will in her favor, that the clearest and most satisfactory evidence should be given that this extraordinary revolution in the testamentary intention of the testator was brought about by such fair and reasonable means as the law justifies and allows, and that the late instrument was the free act and wish of the testator.
We are inclined to hold that this rule must obtain in this case, notwithstanding the general rule that the burden of proof is with the contestants to prove their defense of fraud and undue influence. The period of time when the change occurred is exceedingly brief, not to exceed eight days. The question then comes to this: Does the evidence in this case furnish satisfactory proof that this complete change, which was wrought in so brief a period, under the circumstances disclosed in this case, was the unbiased, uninfluenced act of the testator’s own mind and will? The proponent of the later will in
I think it is settled by the great weight of evidence that the testator was satisfied with his home and surroundings, and that affection for his sister-dominated his heart at that time, and did for some time later. July 2, 1888, the testator prepared an instrument with his own hand, in which he stated, after bequeathing the body of his estate to his cousins and second cousins, the Greens and Barneses: “To my sister, Georgianna B. Green, I give and bequeath the sum of sixty-two dollars and fifty cents, hoping that she may make good use of it. ” It appears that he had made an earlier will on the 1st of May, 1888, a copy of which was found among his papers, in his own handwriting, which contained the same provisions in regard to the disposition of his property to his collateral relatives as the subsequent will of July 2d, and also contained the following provisions: “Unto my sister, Georgianna R. Green, I bequeath the sixty-two dollars and fifty cents that she owes me, hoping that she will make good use of it.” Both of the wills contain the following clause: “I desire the sum of SI,000 to be set apart to meet legal expenses in case there is any contest to break this, my last will and testament, and if any one of the heirs shall contest this, my last will and testament, then their bequest shall lapse and be void. ” There appears no reason to doubt that these wills expressed the intention of William H. Green at the time they were made. It is manifest that the will of July 2, 1888, like the earlier one, of which it was a copy, was based upon deep resentment. Somehow, under some circumstances, which the evidence does not explain, the testator felt, whether justly or unjustly, that he had been injured, and its recollection sank deep into his heart, and this will was the undoubted offspring of resentment for an injury, real or imaginary. That it was deep, appears from the fact that time had not softened his feelings towards his sister, although he was courteous and friendly in his external deportment. The will was prepared while living with his sister, and before the death of her mother. The resentment had survived an illness in which his sister faithfully and carefully at
This brings us now to the important question in the case,—the change of testamentary intent. That the earlier will was based upon resentment is-manifest in the very instrument itself. It is claimed tfiat the resentment or its cause needed but to be removed, when the old love and affection which once reigned in his heart for his'sister would return, and then, in accordance-with the common instincts of humanity, his sister, his only heir at law and-next of kin, upon whom the law would cast the inheritance without a will, being the natural object of his bounty, would naturally become his principal beneficiary. It is claimed the evidence shows that this very result took place* and that the last will was the result, not of fraud or undue influence, but of returned love and affection for the natural object of his bounty. In support of this contention, it is urged that the evidence shows that he was a man of decided opinions, of strong will, and not likely to be influenced to do anything which his heart and judgment did not approve; and the evidence greatly preponderates from those who knew him best, including such witnesses as David M. Green, who was the executor of his father’s will, Gen. Joseph B. Carr, his wife, and many others, who had known him long and well, neighbors and intimate friends, that he was a person of strong will. The evidence shows, beyond all question, that he dictated the later will, read it carefully, and executed it after an express approval of its contents.
But in this case some proof is required in addition, considering the ill health and weakness of the testator, his peculiar surroundings, his absence from those with whom he had for years associated as friends, and his previous-decided expression of his testamentary intention, to show that all resentment had been buried, and that an entire reconciliation had taken place between-this brother and sister, and that they were upon their former footing, when, as he staid'd, he would be glad to change “from No. 3 Ida terrace [the home of Mrs. Kate Green and her daughters] to 75 Fifth street, [his sister’s home.]” We find him sick in Brooklyn, at the Barneses, with a nurse employed. The doctor recommends a change to Brighton Beach, Coney island. He goes there, accompanied by the nurse. He is sick unto death with his heart trouble; sits up all night at the window, on his knees, panting for breath. The Barneses visit him every day or two, make quite protracted stays, and* the testimony tends to show, upon one occasion indulged in contentions in his presence which worried and wearied him. On the 11th of July he writes-a pathetic letter to his sister, telling her that he was very ill, and adding: “If you go west by way of New York, it would be nice for you to come on-here for a day. I was sorry I could not see you before I left Troy, but it wasn’t possible. If you could come on, I am in room 210. If you wait until fall, I may not be able to see you at all. as, unless a change takes place soon for the better, I shall have passed to the great majority.” His sister immediately came down, and if we may believe the testimony of Mr. Fitzharris, the nurse, she was received with every manifestation of joy and affection. What took place from this time on until his death, between this-brother and sister, is an important matter to be determined. What explanations followed their meeting, how the differences were settled and adjusted, does not appear, and it is not necessary that it should, if they were settled and adjusted. Fitzharris’ testimony tends to show a perfect reconciliation between the parties. He testified that the testator requested her to stay and.
Mr. Fitzharris’ testimony was challenged upon the hearing as partisan, if not worse, and I should be quite disinclined to decide a ease of the importance of this one upon his uncorroborated testimony, although there was no impeachment of this witness made, nor attempted, save that furnished by his own somewhat contradictory statements in regard to some minor matters testified to by him. But such corroboration is found in the testimony of Mrs. Kate B. Vail, the manager of the Laurel House, at Patchogue, during the summer of 1890, where William H. Green and his sister took up their abode on the 26th of July, and where William Green remained until his death. This witness, who was a stranger to the parties till that time, appeared to be disinterested, frank, and independent, and a person of much intelligence. Her appearance and manner of testifying impressed me favorably, and satisfied me she was a truthful witness. She testifies that she had several conversations with Mr. Green at her house; that “.about 11 o’clock on the following Monday, after he came there, on Saturday, she found him alone, sitting on the piazza, with a lot of newspapers before him. He told her his sister had gone to Troy to close up her house. He said he had been at Patchogue before, and liked the place, and chatted upon general topics. I asked him how long he
It must be remembered that the witness knew nothing of these parties; that she had not met Miss Green; that Miss Green was absent at the time of the conversation; had been gone for two days; that the testator was in comparative health,—able to walkabout the piazza; that he was at the time alone, so that he had ample opportunity to communicate with the Barneses and Greens, had he so desired; and if in the making of the last will he had been coerced, unduly influenced, or even overpersuaded, the act was so recent that such influence would have been likely to have left its impress, and have found expression in that conversation, instead of expressions entirely the reverse. This testimony was not challenged or impeached, or sought to be, by the contestants of the later will, and it shows a condition of mind upon the part of the testator in absolute accord with the testamentary disposition of his property made by his last will, and with the statements of the witness Titzharris. Some corroboration also is found, in regard to his removal to Patchogue, (which was regarded by the proponents of the first will as a suspicious circumstance, since it was claimed that it was done solely for the purpose of placing him beyond the influence and reach of the Barneses,) in the letter of Mr. Green, dated July 21, 1890, to Miss Crowell, in which he says: “I have been very ill; had several physicians. My sister also closed the house, and came down from Troy to nurse me back to health, if possible, and will, in a week.or so, take me to another seashore resort, as we don’t like this one very well.” Some question was made upon the trial as to the effect as evidence of the declarations of a testator made prior and subsequent to the making of the will. It is well settled that the fact of fraud or undue influence cannot be proved by the declarations, prior or subsequent, of the testator, but such declaration's are admissible when they denote the mental status or mental facts in issue. It is always open,to inquiry whether undue influence in any case operates to produce the will, and the conduct and declarations of the testator are entitled to more or less weight, whether made before or subsequent to the making of the will, depending somewhat on the circumstances of each particular case. “Subsequent declarations are competent when made, so near the time of the execution of the will that a reasonable conclusion may be drawn as to the state of mind of the testator at the time the will was executed.” Shailer v. Bumstead, 99 Mass. 122 ; Waterman v. Whitney, 11 N. Y. 157 ; Marx v. McGlynn, 88 N. Y. 357 .
The declarations in this case which were made to Mrs. Vail were made so near the time of the making of the will (four days) that they are clearly competent as showing the state and condition of mind under which the last
Finally, with the most careful and conscientious thought that I have been able to bestow upon-this matter,—which has involved a great amount of time and labor, in the examination of many hundred pages of testimony and voluminous briefs of counsel,—I have reached the conclusion, in view of the fact that the testator felt that he was “soon to join the great majority,” and had sent for his sister, who thereafter nursed him tenderly, and of whom he declared that she was his best friend, and he was going to live with her during the-balance of his life, that the differences which so long existed between them, which found such sharp expression in his former wills and his letters to the Greens, were removed, and that there was a complete reconciliation and a burial of resentment, antedating the last will; that thereafter, in the light of that fact, every succeeding circumstance, including the exclusion of the Barneses, the making of the later will, the giving of the power of attorney, the exclusion of the Greens as objects of his bounty, and the inclusion as legatees of his cousins upon his mother’s side, appears rational and reasonable, and I find that the testator made his. later will uninfluenced save by ties of blood, duty, gratitude, and affection.
Let a decree be entered admitting the will of July 22, 1890, to probate.
Cases cited
- Tyler v. Gardiner 35 N. Y. 559 p. 539
- Marx v. McGlynn 88 N. Y. 357 p. 545