Majority
Headnote
1. Will—Testamentary capacity—Undue influence—What constitutes.This is a proceeding for the probate of a paper purporting to be the last will of Eliza Ann Vedder.
By this instrument all the property of decedent is devised and bequeathed to her husband, the proponent here, except a legacy of $100 given to Eliza Sicker, her niece and namesake.
The nephews and nieces of decedent oppose the probate on the grounds that the will offered was not the free, voluntary and unconstrained act of Mrs. Vedder, and that it was not subscribed, published and attested by her as required by law, and that she was not of sound mind, memory and understanding
The testatrix died on the 19th of January, 1887, at the town of Watervliet, aged about seventy-seven years. Her married life covered a period of twenty-seven years, during which she and her husband lived contentedly on the farm of eighty acres, which they owned in common. There was no issue of the marriage. The proponent is about fifty-seven years old. The will in question was executed in August, 1883, at their house. At the same time and place, Mr. Vedder, the proponent, made and executed a will, Avhereby he gave all his property to his wife, the testatrix here. Both wills were drawn by the same draftsman, wh& was not a lawyer, but a neighbor and friend of this aged
I am satified from the evidence, beyond a doubt, that the will in question was executed, published and attested according to law, and. that it was the free and unconstrained act of Eliza Ann Vedder
Undue influence is not shown to have been exercised. The value of the property of each was about equal, and the disparity in ages was not so great as to seriously disturb the proportion of interests.
The influence which the law condemns is that which is exercised by coercion, fraud and imposition, and not such as arises from gratitude, affection or esteem.
Undue influence must amount to the moral coercion, which restrains independént action and destroys free will and agency, and the burden of proof is on the party alleging it. Matter of Martin, 98 N. Y., 193 .
The most serious question I have had to consider is that of the testamentary capacity of this testatrix.
The testimony bearing thereon is very voluminous, cow ering five hundred type-written pages.
Among the principal facts proved by the contestants are the following: That testratrix was very old and in a gradually failing physical condition- that she frequently talked to her neighbors about buried treasure, and how to find it; that she put irons in the cream, and marked the bottom of the churn with the sign of the cross to make the butter come, that she said she could not keep her horses fat because the witches rode them at night; that she was close-fisted and miserly in her disposition, and, at times uncleanly in her way of eating and slovenly in her apparel; that she refused to buy necessary underclothing for a sick sister; that she said she had conversed with Jesus, and had seen the evil one; that she believed in witches and witchcraft, that she told a neighbor, that she had seen a headless horseman rid ing across her field; that she told another neighbor that her crying child was bewitched, and that if she would search its pillow she would find a hard bunch of feathers therein, which was the witch, and that she should boil this bunch at night in a pot, and that at midnight she would hear some one knock, that she should not answer, and in the morning the body of the witch would be found outside the door; that she advised another neighbor to boil Ms wife’s water, and put pins and needles in it to kill the witches; that she said she had seeu lights over certain spots on the farm, and, that, if a person would dig there, at midnight, he would find money there; that she told a certain woman to put five coals and a red garter under her churn and that the butter would come; that she had talked with a fortune teller, who told
On the other hand, the proponent proved that in the per - formance of her household duties and farm business, the testatrix was a prudent, sensible woman; that since her marriage she had successfully looked after the financial affairs of herself, and to some extent those of her husband; that she kept her house neat and clean; that within a few years before her death she wms a party to an agreement to let the farm on shares, and that she gave wise directions-as to how it should be worked; that she went to market frequently, and made good sales of her farm products, and made sharp bargains for necessary supplies; that she was a life long member of the Reformed Dutch church in her neighborhood, and attended services regularly until the last two or three years of her life, when she was disabled by rheumatism and other bodily infirmity; that she labored to bring her husband into membership; that she was greatly interested in church work; that she frequently read her Bible, and prayed with her pastor; that her married life was happy and peaceful, and that respectful and affectionate relations existed between her husband and herself; that a belief in visions' was a part of her religious faith; that she believed she had sent several persons to heaven by converting them; that she held Christ as her Saviour, and believed in a real communion with him through prayer; that she had an intense way of expressing her religious experience; that many of her expressions were borrowed from the Bible; that she accepted the sacred scriptures as the inspired word of God; that she believed in their inspiration as declared in the creed of the Reformed Dutch church, and the witnesses who testify of these things believe her
By force of a hoary superstition of the law embodied in the statutes, the husband and next of kin, who knew her best, were not permitted to testify as to personal transactions or communications with her It does not appear that there was any unfriendly feeling between testatrix and her contesting kinsfolk.
There is no evidence whatever to show that any or all of these beliefs, delusions, eccentricities or peculiarities, had the slightest connection with or influence upon her testamentary act here in question.
There was one medical witness sworn on each side, who had never personally known or seen the testatrix, and who answered hypothetical questions made up from the testimony. Of course, the medical testimony is quite evenly balanced, and has no decisive weight either way. 97 N. Y., 513 , 514.
The statutes declare that all persons, except idiots, persons of unsound mind, and infants, may devise real estate, and that persons of a certain age, of unsound mind and memory, may bequeath personal property.
The courts have held that under these provisions of law all that is required is, that at the time of making a will, the testator shall have sufficient capacity to comprehend the condition of his property and his relations to the persons who are or might have been the objects of his bounty, and the scope and bearing of the provisions of his will. Van Guysling v. Van Kuren, 35 N. Y., 70 .
There is no presumption against a will because made by a person of advanced age, nor can incapacity be inferred from an enfeebled condition of mind or body. Horn v. Pullman, 72 N. Y., 269 -276.
The criterion as to mental capacity in all who are not idiots or lunatics, rests on the determination whether the testatmg party was compos mentis, or non compos mentis, as those terms are used in their fixed legal meaning.
The person propounding a will must prove the mental capacity of the testator, but at common law, and under our statues, as defined by the highest authority, the legal presumption is that every man is compos mentis, and the burden of proof that he is not so rests upon the party who alleges that an unnatural condition of mind existed in the testator. Delafield v. Parish, 25 N. Y., 9 .
The doctrine that any insane delusion incapacitates from making a will, is not followed in this state ; the rule here
It has, therefore, been held that a person having any insane delusion relating to the property, the persons concerned, or the provisions of the will, is incapable; while delusions which in no way relate to these do not, as a matter of law, incapacitate, for they involve no more likelihood of actual incapacity than many other latent causes.
Thus, in case of Van Guysling v. Van Kuren, 35 N. Y., 70 , the facts in many respects resembled those proved in the case at bar. There the testatrix believed that she was tormented by witches and spooks, which kept her awake at nights, that she became enraged at those who told her there were no witches; that she imagined that she saw things which did not exist; that she described visions which she had while sleeping; that she talked disconnectedly and was forgetful; that on one occasion she directed a person to buy two pounds of pork, and gave him only two cents to buy it with, when the price was eight cents; that she used her fingers instead of a knife and fork; that her eyes were .'frequently wild and glaring, and yet the court of appeals held she was of disposing mind and memory..
In the Thompson Case ( 2 Brad., 449 ; 21 Barb., 107 ), the testator believed that he had found the place where Cant. Kidd’s treasure was buried, and he was only prevented from getting it by broken spells; that he had been hugged by a ghost; his housekeeper having dreamed that his pair of horses, which cost $250, would run away and kill him, he exchanged them the next day-for a horse not worth ten dollars; that he had the recipe to make the philosopher’s stone; that there were spirits in the air ;-,that spirits tormented him in sickness, and that he had seen the evil one in the shape of a bull. The learned Surrogate, Bradford, reached the conclusion that credulity, superstition and absurd belief in the supernatural are not per se indications of insanity, and he probated the will.
The general term confirmed his decision, and held that “ erroneous, foolish and even absurd opinions on certain subjects do not show insanity, when the person entertaining them still continues in the pessession of his faculties, discreetly conducting not only his own affairs, but the business of others.”
In Forman’s Will ( 54 Barb., 274 , 297), it was said that a monomaniac or a partially insane person may make a will. A believer in witches and witchcraft, in spiritualism, or in doctrines of Mahomet, may make a will.
In Bonard’s Will (16 Abb. Pr. [N. S.], 128, 182), the deceased was a believer in the doctrine of metempsychosis, and gave his entire estate of $50,000 to the Society for the
In Colt v. Patchen ( 77 N. Y., 533 ) the will was contested and delusions alleged as to the conduct and affection of her husband, and as to the want of affection for her on the part of some of her children; among others, that they had desired to confine her in an asylum, whereby she was led to discriminate against them
The testator was of a strong will. She had had a severe sickness some years before making her will: she continued thereafter, however, to manage and control her business, to collect her rents and make improvements. She conversed intelligently. "No act of insanity or improvidence as to her business affairs was shown. She was passionately jealous of her husband,’and quarrelled with him frequently. The children discriminated against sided with the husband, and those favored sided with the mother.
Lunacy proceedings were instituted and then stopped by her husband.
Held, that the evidence failed to show any insane delusion, such as rendered testatrix incompetent to make a will
In Children’s Aid Society v Loveridge ( 70 N. Y., 387 ), it was held that the fact that an aged person is forgetful, and at times labors under slight delusions, does not per se establish testamentary incapacity.
The learned counsel for proponent have called my attention to many cases in other states holding substantially the doctrine laid down in foregoing cases.
Thus, in Addington v. Wilson ( 5 Ind., 137 ), the testator believed in witches and that his wife and daughters were bewitched.
In Kelly v. Miller ( 39 Miss., 17 ), the testator believed in witches and conjurors; that his mother was béwitched; that his horse and gun were bewitched, and that when he broke bread at table, it turned into blood.
In Lee v Lee (4 McCord, S. C., 183), the testator believed that all women were bewitched, and he could not sleep on a bed made by a woman.
In Robinson v Adams (62 Maine, 369), the testatrix was a. spiritualist, and believed that her son-in-law was under the control of an evil spirit: she kept books of spiritual communications which she considered of great value, and declared that the spirit of her deceased husband directed the terms of the will.
In Brown v. Ward (53 Maryland, 377), the testatrix wTas a spiritualist, who was of belief that she communed with spirits, could cure the sick, and foretell future events.
In J.
In all these cases the wills were sustained by the highest tribunals.
The learned counsel for contestant strongly urge among many others, the cases of Morse v. Scott, 4 Dem., 507 ; and Cooper v Benedict, 3 id., 36, as favoring their contention.
The latter was not for a probate, but to revoke a probate, and has little, if any bearing on the question involved here.
The former case, however, does bear on the question. The testator was an ignorant man, weak and superstitious;, he had delusions on various subjects; he built a vault and purchased a metalic coffin, which he said would preserve his body to all time; he gave public notice that he was to-die on a certain day, and two hundred people gathered about the house to witness the event; he was boisterous, profane, and often indecent in his language; he erected tombstones over two buried horses, and bought coffins for his dog and cat; he made a number of wills, in all of • which some provision was made for perpetually maintaining his vault. By the will offered for probate he disinherited his next of kin, and gave his property to a church society, not to advance the cause of religion, but as he said, for the purpose of having.his vault preserved to the end of time, and he declined to make his relatives trustees because they could not live to the end of time to care for his body, which was to be preserved forever.
The learned surrogate held that the will was the result of an insane delusion, which controlled his judgment and mislead his understanding in relation to the subject upon which it was acting, and was therefore invalid.
This case differs, from most all of the cases above cited in courts of this state, in that while in those cases the delusions did not enter into or effect the will and did not in fluence the mind in making the disposition of the property, in this case the will was the very outgrowth of the delu sion
There is no evidence as to the will of Eliza Ann Tedder to bring it within the doctrine laid down in Moore v. Scott, or in Seaman’s Friend Society v. Hopper ( 33 N. Y., 619 ); or the very recent Case of Keeler (12 N. Y. State Rep., 148), all of which were decided upon the ground that the delusion affected the testamentary act.
Mrs. Tedder’s will comes within the decision made in Van Guysling v. Van Vranken, supra.
It was not, under her circumstances, an unnatural or improper will for her to make. For a quarter of a century
They had no children. Evidently they determined that whichever survived would take the whole property, so they made mutual wills. The testratrix had the right to dispose of her property as she saw fit. She was under no obligar tian to provide for nephews or nieces
Her will is entirely unconnected with and uninfluenced by the delusions with which she was affected
It is not the result of any particular delusion, or any combination of delusions, nor does it appear that she was influenced in making it by the peculiar views she held. In fine, there is nothing in the case which shows that she had any delusions in regard to her nephews, nieces, her property or the disposition thereof. As we have seen, a belief in spiritualism, paganism or demonism, does not necessarily disqualify one from disposing of property by wifi. As to the belief in witchcraft, the learned counsel for proponent, Judge Countryman, has enriched his brief with rare and curious learning, and in the light derived from it, and from the entire testimony, we may more perfectly understand the mental condition of this quaint old lady, Mrs. Vedder, who, sensible and prudent in her daily walks and conversation, and performing her duties and filling her station with at least the fairly average intelligence of people of her condition, yet had many of the strange beliefs and superstitions which were prevalent two or three centuries ago, and which are largely overthrown and discarded in our day. Scarcely two centuries ago the great, body of Christians believed in witchcraft, and under the solemn sanction of the law, hundreds of poor old ladies, condemned as witches were tortured, and died amidst the blazing faggots. It is said that during the long parliament hundreds were even thus put to death in England. The lurid light of these judicial fires is spread on the pages of American history.
Commanding intellects; Coke, the mighty Bacon, wise Sir Matthew Hale, Martin Luther, John Wesley Cotton Mather, believed in witchcraft. Profound theologians contended that a disbelief in it was rank heresy, and they cited scripture to their purpose- “Thou shalt not suffer a witch to live.” Exodus, xxii, 18 ‘A man or a woman that hath a familiar spirit or that is a wizard shall surely be put to death.’" Leviticus, xx, 27. “Saul, during his reign, put away those that had familiar spirits and the wizards out of the land.’" 1 Samuel, xxviii, 39.
St Paul says: “Witchcraft, like idolatry and heresy, adultery and drunkenness, is a work of the flesh, and no
When the prophets failed to answer Saul what he should do, “he inquired of the witch who lived at Endor * * * She said she brought up Samuel from the grave to answer the king.” 1 Samuel, xxviii, 15.
Manasseh, the son of Hezekiah, “did that which was evil in the sight of the Lord, for he used enchantments, and used witchcraft, and dealt with familiar spirits and with wizards.” 2 Chronicles, xxxiii, 2, 6; 2 Kings, xxi, 6.
The Bible was the book of books to the aged testatrix— its lessons had sunk deep in her heart, its language, was often on her lips, it was to her the precious fountain of God’s inspiration. It is not passing strange that the ancient belief in witchcraft survived in her, and found expression and action as has been recorded.
I am persuaded that her beliefs, peculiar and strange in many respects, in the clearer light of to-day, did not disqualify her from disposing of her property by will, and I accordingly hold that she was compos mentis, and that the paper propounded as her will, be admitted to probate.