Majority
Headnote
1. Wills—Pro of of Execution.Hester Way, a widow, aged about 63 years, possessed of property, mostly personal, of the value of about $12,000, died, after a lingering illness, from pneumonia, at Speigletown, in the town of Lansingburgh, in this county, on the 12th day of May," 1891. She left, her surviving, one brother, William Rufus Weather-wax,—whose wife, Laura, was the draughtsman and proponent of the “brown-paper will,”—and sisters, viz. Sarah Van Olinda, Mary Purdy, Margaret Strunlc, and Catharine Button, and nephews and nieces, children of two deceased sisters. Mrs. Way’s husband, Ira Way, had been dead about 14 years. Mrs. Way’s illness commenced in the earlier part of April, 1891, before the 10th. She was visited by Dr. John Magee. On the 3d day of his attendance, he informed . her that she was a “pretty sick woman,” and asked her if “she had her will fixed as she wanted it,” to which she replied, “I fixed that last fall, when I was in Lansingburgh.” A professional nurse, Mrs. Hopkins, was called about the 14th of April, and remained with her until the 24th, when Mrs. Susan Lester, another professional nurse, took her place, and remained until Mrs. Way’s death. Mrs. Hopkins testified as to her condition: “She was very sick, and talked but little. The least talk excited her, and there was nothing said to her.” On the 16th of April, after Mrs. Way had been ill about a week, Mrs. Laura Weatherwax, having accidentally learned of the illness of Mrs. Way on that day, came to see her. She arrived in the evening, between 5 and 6 o’clock. She found at the house Mary Jones, the housekeeper, who had been with Mrs. Way 25 to 30 years; Mrs. Hopkins, the nurse; Miss Minnie Filkin, a niece. Mrs. Margaret A. Strunk, a sister of the deceased, arrived there shortly after
“Explaining Memorandum.
“Speigletown, April 16, 1891.
“We reached here about 6 o’clock, and find that Hester Way had been very sick for one week, and it is only by accident we heard of it. We came -over as soon as it was possible for us to do so. I scolded Mary Jones for not letting her friends know of her being sick. * * * I asked, ‘Haven’t you got everything fixed as you want it, and your will made?’ Hester says, ‘I have nothing fixed as I want it.’ ”
After considerable more in this vein,—Mrs. Way urging her to prepare a will, and Mrs. Weatherwax suggesting that she should have a lawyer,—the instrument continues:
“I want some one to look after the ground, [meaning the burying ground.] If Danny, Peter, and Jenny will see to it, I will give them each $200.”
Then follows what covers about six. sheets of typewritten law cap, ¡as copied from the brown paper. By this instrument, her husband, Rufus Weatherwax, is given $4,000, (the precise amount of a ■note held by Mrs. Way against him,) and her son Peter property worth about $1,500, nearly one-half of the property being thus given to the husband and son of the draughtsman. They took nothing by the former will and codicil. The instrument concludes .as follows:
“If Rufus comes after you, it must be signed before you go; and be sure ■to have Jennie around when Mary is out of the way, to the store, or for water. I know what is in it, and don’t read it over again; and you must both see me sign it, for I declare this to be my last will and testament, and ‘if I never get well, or able to have it done by some one else. , And now, this 27th day of April, 1891, I, Laura A. Weatherwax, will finish it up, and .Jenny Pelky will both of us sign it in presence of Hester Way, as witnesses, ■with her orders, in the town of Lansingburgh, Rensselaer county, N. Y.
[Signed] “Hester Way.
“Laura A. Weatherwax,
“Jennie A, Pelky.”
The earlier will, which was made in September, 1885, and re--executed by her codicil in October, 1890, a few months before her .'last Illness, was drawn by R. B. Stiles, a lawyer of Lansingburgh. Its execution, and that of the codicil, was duly proven, and her competency to make them was unchallenged. No member of the Weatherwax family is. mentioned in that will, except Peter Weatherwax, son of William Rufus and Laura, who is given the sum of .$1,000. By her codicil of October 16,1890, she revokes this bequest to Peter Weatherwax.
A large amount of testimony was taken upon the trial, both in •support of the brown-paper will, and of the allegations filed against it.
In support of the first ground of objection to the admission of the brown-paper will to probate, the contestants produced evidence ■tending to show that the instrument was a forgery. Two gentlemen of large experience on the examination of handwriting and ¡signatures, Dr. R. H. Ward and William
The contestants, in support of their claim that the instrument is .a forgery, insist—First, that opportunity was wanting to prepare it; second, that the testatrix did not desire or intend to make any •change in the former testamentary disposition of her property; third, that the conduct of Laura Weatherwax after the death of Mrs. Way is inconsistent with her statement that such an instrument had been executed by the deceased, and was in her possession; fourth, that there is positive proof that the instrument was made long after the death of Mrs. Way. It will not be necessary for me to discuss at length the testimony given in support and contradiction of these several positions. But a brief examination of the •more important portions of the testimony along the lines suggested •may aid in reaching a proper conclusion.
Upon the question of opportunity, which was regarded by the contestants and also by the proponent of the brown-paper will as very important, a large amount of testimony was taken. It is conceded by the proponent of the brown-paper will that there was •a large amount of dictation, and considerable time was taken; for it covers, as I have before stated, both sides of a large sheet of wrapping paper, and makes seven and a half pages of typewritten legal cap. Mrs. Weatherwax states that she spent most of the first night in preparing the first half of the instrument; that she
Mrs. Lester, the last nurse, arrived on the 24th of April. She says she recollects well Mrs. Pelky’s coming over with her father on the morning of the 27th. She never had seen her before. Mrs. Lester says she was with the deceased, in the bedroom or in one of the rooms adjacent, into which it opened, from the time Mrs. Pelky arrived, that morning, until Mrs. Weatherwax returned with her husband, about noon; and she states positively that Mrs. Way was not gotten up in bed, and did not execute a paper, that morning, which was concededly the only occasion when it could have been done, as described by Mrs. Weatherwax and her daughter Jennie. On the other hand, Mrs. Weatherwax and her daughter, the reputation of neither of whom is directly assailed, both positively testify,—Mrs. Weatherwax, to the preparation of the instrument in the manner and at the times described by- her; and Mrs. Pelky, to the execution of the instrument. Upon the whole, it may be said, upon this question, that while it is possible, perhaps, that the instrument should have been prepared and executed in the manner described by the witnesses, yet the great length of the instrument, the immense number and detail of its provisions, the concededly serious illness of the deceased, and her inability to undergo much labor or fatigue, and the positive testimony of Mrs. Strunk and the nurse Mrs. Lester in regard to the making and execution of the will, militate very greatly against the proponent’s theory of the production of the instrument.
Upon the next question, as to whether the testatrix desired to change the testamentary disposition which she had formerly made of her property, considerable uncontradicted evidence was taken. Dr. Magee testifies that upon the third day of her last illness he said to her, in substance, that she was a “very sick woman,” and asked her “if she had her will fixed as she wanted it.” She said: “I have. I fixed that last fall, when I was in Lansingburgh.” At
Another consideration urged with great force by the contestants-of the brown-paper wiE is that the conduct of the draughtsman and: proponent of that instrument after the death of Mrs. Way was entirely inconsistent with her statement of the production and her possession of the instrument. It appears that, on the day after the-funeral of the deceased, Mr. John See, the executor named in the wiE and codicE, caEed at the house of the deceased, and in the-presence of Mrs. Weatherwax, her husband, Rufus Weatherwax,. Mrs. Strunk, and Mrs. Button, sister of the deceased, asked Mrs.. Jones, the housekeeper, for the papers of the deceased, stating that there was a wEl, and he was the executor named therein. Thereupon, Miss Jones went in the bedroom, and produced certain papers,, including the wiE. He also inquired for the money of the deceased. Mrs. Weatherwax-and her husband were sitting on the sofa, and said nothing. No statement was made that she had another wiEin her possession, or that the deceased had made another will. This occurrence is proved by several witnesses. At first it was-positively denied by Mrs. Weatherwax. In answer to the question of her counsel she said: “I was not present, and heard nothing of such a conversation. Q. Did any part of that ever take place in your presence or hearing? No, sir.” Subsequently, she admitted on cross-examination that she was present at a conversation on the-
The final ground urged against the factum of the will is that there is proof positive that the will was fabricated by Mrs. Weatherwax weeks after the death of Mrs. Way. The testimony of one Flora Williamson is relied upon, in part, to establish this fact. She testified, in substance, that she was.a servant living in the family of Bufus Weatherwax. That after the funeral of Mrs. Way, some time in June, she saw Mrs. Weatherwax and her daughter Jennie Pelky upstairs, with a paper corresponding to the brown-paper will in court, which she saw had a.hole in it, as appears in the will, and upon which she saw the word “Hester” written near the top. She
But there is, to my mind, other evidence in the case, which is not disputed, which tends strongly to support the charge that this instrument was not in existence at the death of Mrs. Way. It is contained in a letter dated June 21, 1891, written by Mrs. Weatherwax to her sister-in-law Mrs. Purdy. The material portion is as follows:
“Orescent, June 21, 1891.
“Dear Folks: We have not seen Mag [Mrs. Margaret Strunk] or Kate [Mrs. Catharine Button] since you Were there, [Mrs. Purdy was at the deceased’s funeral,] and have not been to Speigletown since John See brought the citations here, but Rufus did not ask a question. Sarah [Mrs. See] says that Kate [Mrs. Button] told her that Het [Mrs. Way] asked to have a lawyer sent for, but Mary Jones said, ‘Hester, tut! you don’t want any lawyer,’ and she said no more. Did Kate tell you? And, if she did, how long was it before Hester died? I was there all the last week before she died. I heard nothing of it, although she might have said it; and I think she did, from all Hester said to me. But I don’t think Kate done right to let it drop because Mary banged at her. If Kate had told me, I wouldn’t have dropped it until he was sent for. Rufus thinks, if the will holds good, everything will be sold to the highest bidder; but he thinks he can find cause to raise objections that will make a postponement so it can’t be finished the 7th of July, [the return day of the citation.] i believe Hester knew but very little, if any, what the will contained. There is one little bit of it that makes John See and Mary Jones ashamed; that is, to sell all her things, and underclothes, too. But Ruf declares, if they do sell anything she gave
away, they must sell all. I hope you- will be able to come up, if it is necessary. Write, and tell us all that Kate told you about what Het said to her before she died. * * * Laura.”
The statements contained in this letter, to my mind, are utterly inconsistent with the existence and possession of the instrument in question by the writer upon the day the letter bears date. She is writing to her sister-in-law, whom, from the other testimony in the case, it appears, she supposed to be in entire sympathy with her. She reproduces her husband’s threats of a contest; queries, in substance, whether anybody had heard the deceased say, during her illness, that she wanted to make a will, or was dissatisfied with her former will; and states that she had heard nothing of it, but, if she had, she would not have let it drop. All this, coupled with the other facts, that at that time (June 21st) neither her husband nor Kate, (Mrs. Strunk,) his sister, had been informed of the alleged will, goes far, in connection with the testimony of Flora Williamson, to support the conclusion that the later will was not then in existence.
But it is not necessary to determine that question, absolutely, in this case. It is sufficient to say that the gravest doubts arise from the evidence in regard to the genuineness of the alleged will, and in such a case I am admonished by the statute that it is my duty to refuse probate to the will. Code, § 2622, provides:
“Before admitting a will to probate, the surrogate must inquire particularly into all the facts and circumstances and must be satisfied of the genuineness of the will and validity of its execution.”
This doctrine has also been frequently approved by the highest court in this state. In the case of Delafield v. Parish, 25 N. Y. 35 , the court says:
“It is not the duty of the court to strain after probate, nor, in any case, to grant it, where grave doubts remain unremoved, and great difficulties oppose themselves to so doing.”
And it has been further held by the same court, upon the question of the burden of proof:
“A party who offers an instrument for probate as a will must show satisfactorily that it is the will of the alleged testator, and upon this question he has the burden of proof. If he fails to satisfy the court that the instrument speaks the language and contains the will of the testator, probate must be refused.” Rollwagen v. Rollwagen, 63 N. Y. 518 .
Another ground is urged by the contestants of the later instrument for its rejection, namely, that if it shall be held that the signature to the instrument is genuine, and that it was executed with all due formalities, still it must be further shown by the proponent, in this case, that the mind of the testatrix accompanied the act, which it is insisted does not appear. I will consider this defense briefly, since much reliance has been placed by the proponent upon the evidence produced of the genuineness of the signature of Mrs. Way to the instrument in question. Concededly, the - will was drawn by one greatly interested; two of the principal beneficiaries therein being her husband and her son. The proof is that the deceased entertained no very friendly feelings for any member of the Weatherwax family, down to the time of her illness, with the ex
“Something more is necessary to establish the validity of the will in cases where, from the infirmity of the testator, his impaired capacity, or the circumstances attending the transaction, the usual inference cannot be drawn from its mere formal execution. In such cases, additional evidence is required that the testator’s mind accompanied the act; that he knew what he was executing, and was cognizant of the provisions of the will.”
Satisfactory evidence of this kind not having been produced in this case, probate of the will must be refused on this ground also.
The question of costs is largely in the discretion of the surrogate, and it is his duty to allow costs to the executor named in a will,
Cases cited
- Tyler v. Gardiner 35 N. Y. 559 p. 245