Majority
Headnote
1. Husband and wife—Entirety.\The testatrix died at about 11 o’clock on January 12, 1892, leaving no real estate, but personal property, as alleged in the petition, of the value of about $600, and leaving no husband or next of kin and no heirs. Her former husband, Martin Fox, died intestate about seventeen years before, leaving by his first wife two sons, residing in Ohio, and one daughter, said Honora Fox, the contestant, residing in Jamestown, N. Y.
Warren D. Shaw and wife conveyed to Martin and Bridget Fox, for the consideration of $150, by deed dated May 14, 1863, .about one-quarter of an acre of land in two adjoining village lots on the “Warren road,” so called, leading from the then village of Jamestown to Warren, Pa., and said Bridget Fox, after the death of her husband, Martin Fox, sold and conveyed the same land on November 18, 1890, to John Wood and Martha, his wife, for the consideration of $300, reserving, however, the use and possession of the north half of said premises and also subject to the payment by said Wood of the unpaid taxes thereon, same being a part of the consideration, in addition to the $300, and the amount of said taxes was not proved.
The north half of said premises, of which the use was- reserved to the said Bridget Fox during her life, had a small house or shanty, twelve by sixteen feet, thereon, of little value, with two rooms, which she occupied at the time when said deed was made and up to the time of her death, on January 12, 1892.
Said Warren D. Shaw and wife conveyed to said Bridget Fox another village lot, adjoining the above two lots, on April 20, 1860, when she was a single woman, unmarried,' and after her marriage to Martin Fox, and after his death, she conveyed the same to John Davidson, who was a witness to her alleged will here contested, for $600, paid down.
The decedent signed the instrument propounded as her last will, by making her mark, at about 4 o’clock in the afternoon of the same day she died, being about seven hours before her death, and by such will, by its terms, she devised and bequeathed to the Rev. Richard Coyle, rector of the Catholic church in the city of Jamestown, all her real and personal estate, subject to the payment of her debts and burial expenses, and appointed said Rev. Richard Coyle sole executor thereof, and revoking all former wills by her made, and the same was witnessed by James L Fowler and said John Davidson, both of Jamestown, N Y.
Notice of probate of such alleged will was duly served, upon the attorny-general of the state and the county treasurer of said county, neither of whom appeared in proceedings on probate.
The above named Honora Fox made answer contesting the will, upon the ground^ that the testatrix was of unsound mind when she signed it, and that she was induced to sign it by the undue influence of said Rev. Richard Coyle and others.
It appeared from the evidence on part of the contestant that the decedent had, a few minutes past 8 o’clock on the even
The learned counsel for the proponent claimed that the deed of this property by Warren D. Shaw and wife,’dated May 14, 1868, to Martin Fox and Bridget Fox, his then wife, conveyed the property to them as joint tenants, and that upon his death she became the owner of the property in fee as his survivor.
The learned counsel for the contestant claimed that Martin and Bridget Fox were only tenants in common, and that upon his death the property descended to his heirs, Honora, William and Michael Fox, children by his first wife.
I hold and decide that under the common-law rule applicable to this case, that when land is conveyed to husband and wife, they do not take as tenants in common or as joint tenants, but each becomes seized of the entirety per tout and not per my, and that upon the death of either the whole descends to the survivor. Bertles v. Nunan, 92 N. Y. 152 , overruling Meeker v. Wright, 76 id. 262 , Zorntlein v. Bram, 100 id. 12.
I hold that upon the death of Martin Fox intestate, his wife Bridget became seized in fee of absolute title to the entire premises.
James I. Fowler, attorney for the petitioner and one of the witnesses to the will of January 12, 1892, testified that he drew the will in question; that he went down to the little house of the decedent in the afternoon of the day the will was drawn; that he went into the room up to the bed and asked Mrs.' Fox is she knew him, and she reached out her hand and gave an expression of “Yes,” shook hands; that he asked her, he thought, if she wanted her will made; that she said yes; that he asked her to whom she wanted her property left; that he called in Mr. Davidson, and then asked her again and she said, “ Father Coyle; ” that he read over to her the will which he had drawn and asked her if that was right; that she replied that it was; that he then asked her, ho thought, if he should sign her name, that he knew, she could not write, and she said, “ Yes; ” that be sat at the table and wrote her name and told her to sign by making her mark which she did; that he then asked her if she acknowledged that to be her last will and testament, to which she replied, “ Yes; ” that he then asked her if she desired Mr. Davidson and himself to act as witnesses; that he and the other witness, Davidson, then signed their respective names; that he asked her if he should take the will or what she would have done with it; that she said she desired that he should take it; that he thought she was perhaps eighty years of age, or about that; that he thought she was of sound mind and memory and with full knowledge of what she was doing; that the will was then in the same shape that it was the day it was drawn.
Witness further testified : “ The expression of the old lady to me was that all -she wanted was to 'carry her through; that a divil a one of them had ever darkened her doors ; I didn’t ask her who or what; I thought the old lady knew what, she was saying ; on the sale of the land subsequently made I think she handed me the papers she received, or some notes, and asked me to put them in my safe and keep them for her; also, what Mr. Davidson had, which I still hold." Witness further testified, on cross-examination by Mr. Sessions, that he. did not think, consid
John Davidson, the other subscribing witness to the will dated January 12, 1892, testified that he had resided opposite to Mrs. Fox’s house for thirteen years, and had known her all that time; that he saw her make her mark to the will presented, dated January 12th, and was present when she answered, as Mr. Fowler asked her, to whom she desired her property to go, and she said “ Father Coyle,” and she acknowledged that to be her last will and testament, and he was present when it was read over by Mr. Fowler, and when she asked him to subscribe as a witness; that he subscribed his name as a subscribing witness at her request, and she acknowledged that to be her last will and testament; that the will appeared then as it did the day it was drawn ; and that he was present when Fowler asked her if he should take the will, and she said she wanted him to keep it; that he thought she was of sound mind at the time it was signed that she knew what she was doing and what was being done; that he should say that she was about eighty years old; that he went down after Mr. Fowler the morning of the day the will was drawn; went from his own house; that he had not been at Mrs. Fox’s house that morning, and that he did not know her condition and went along with Mr. Fowler to the house ; that he had not seen her that day at the time. He told Mr. Fowler that morning that the old lady wanted to will her property to Father Coyle; that she wanted him (witness) to come over to the house before she was taken so sick, and handed him a little money she had in a box, and said, “I want you to keep that,” and that he told a woman who was in the house to see what was in the box, and that he said to Mrs. Fox, “ What do you want to do with the money you have?” and she said, “ To Father Coyle, and her bed to Mrs. Callahan.” Witness testified that up to the day the will was made he had never any more conversation with her except at the house, while she was in bed, in the presence of Thomas Conway and Mrs. Don-Ion ; that he went to see the old lady just to see how she was, and that he was not called in to take care of her; that he and Conway went in together, and that he did not talk to the old lady then about what she would do with her property; that he did not see Mrs. Higgins there; that Mrs. Donlon was there all the time he was there; that he asked Mrs. Fox if she knew him and she said, “ Yes; ” that this was the day she died, between one and two in the afternoon; that sheknewhim, and she said, “How’sMrs. Davidson? ” and that he said she was getting better ;• that he asked her if she wanted to see Mr. Fowler, and she nodded three times that she did; that she could not speak loud, but so that he could hear her. The witness testified that there was nothing more said while he was in the room; that Mr. Conway was there, and that they
The witness, on cross-examination, testified: That he had lived beside Mrs. Fox for thirteen years, and that he had bought a piece of land of her twelve years before, one common town lot, of which he could not state the width; that he gave her $600 for it, and that the money was then (at the time of testifying) in Mr. Fowler’s hands, $301.75; that he was present when it was paid; that he left the money with Mr. Fowler, and he had paid the balance of the $600 to the old lady when she wanted it; that Mrs. Fox had handed the money to witness and said she wanted hirp to keep it, and that he said that as Mr. Fowler had a safe, it would be better to give it to him; that the old lady came over and got a few dollars as she wanted it. Here Mr. Sessions, presenting a check to witness, dated December 12, 1880, asked witness' “ Did you give that check on the bank for $50 and interest? ” Answer, “ Yes, sir, that was about the time I bought the lot.” The witness testified that the money was not in the bank to pay the check; that the check had never gone to the bank, and that he had paid the money to her; that he had signed the check for her. The check was offered in evidence and read under objection by Mr. Fowler that it was immaterial and improper evidence, with exception to proponent, and the following is a copy of the check read in evidence:
“Jamestown, N. Y., Dec. 12, 1880.
“ Chautauqua County National Bank.
“Pay to order of Mrs. Fox......................or bearer
Fifty........................*.....................Dollars
and interest at six per cent, for value received.
“(Signed) John Davidson.”
The witness further testified that Mrs. Fox owned the lot she lived on and that there was a house on it; that she sold it in November, 1890, to John Wood; that the lot was of the same width as his lot; that she lived on that lot in a shanty twelve by sixteen feet, with two rooms in it, one a small bed-room; that she had no other real property besides that lot, and that lie did not know what Wood gave for it; that the money she received for it was in Mr. Fowler’s hands; that there were back taxes to be paid on the lot, and that Mr. Fowler had the money. On the redirect examination by Mr. Fowler witness testified that from the time he lived there the old lady had called upon him for what money she wanted for her living; that there was no one else to look after her
Only the two above named witnesses, Messrs. Fowler and Davidson, were sworn on part of the proponent,'¿.nd their evidence appears above substantially as given ; the will was written by Mr. Fowler before seeing Mrs. Fox or consulting her about it in any way; all the authority he had in drawing the will was received from Davidson. It appears affirmatively that Davidson had no authority from Mrs. Fox or any one else to instruct Mr. Fowler to insert in the will as drawn the name of Father Coyle as executor, and there is no evidence in the case tending to show that Mrs. Fox ever gave authority to Davidson to instruct Mr. Fowler to insert in' the will as drawn by him the name of Father Coyle as sole legatee; he certainly had no such authority from Father Coyle, who told Davidson that he would have nothing to do with the property, and if he had he would give it to Honora, the daughter.
Such authority could not be fairly claimed from the conversation between Davidson and Mrs. Fox at her house before she was taken so sick, on the occasion in which she sent for him to come over there, when she handed him some little money she kept in a box and said to him, “ I want you to keep that,” and when he told a lady that was in the house to come and-see what was in the box, and Davidson further stated, “I said, what do you want to do with your money you have ? ” and she said, “To Father Coyle, and her bed to Mrs. Callahan.”
There was no evidence of the amount of money in the box. Mrs. Fox evidently intended to have Davidson pay that money to Father Coyle, and evidently Davidson so understood it, because no other money was mentioned, and if he understood differently why did lie not instruct Mr. Fowler to insert in the will “ the bed to Mrs. Callahan.”
The evidence of Davidson, given without objection, about having paid the check for fifty dollars dated December 12,1880, then held by the decedent, and also about his alleged settlement with her for $298.25 loaned to him by the decedent from the balance of $600 purchase price of the land she sold to him in 1880, would not be admissible in evidence against the estate on judicial
It appeared that when Mr. Fowler went to the house of Mrs. Fox, on the forenoon of the day she died, with the will he had previously drawn as directed by Mr. Davidson, he was immédiately followed by John Wood,.holding a pen and ink in his hand, and who pui’chased one of the three lots of her in November, 1890, for $300, accompanied by Davidson and Thomas Conway ; that Mr. Fowler, after his talk with Margaret Donlon, when leaving, met the three above named persons at the fence in front of the house, where a short conversation was held between them, and all went away except Conway, who was a brother-in-law of Mrs. Fox, and who returned and went into the house and remained there until between three and four o’clock in the afternoon, going out and in but once or twice and without making his business known. Mrs. Fox, in the meantime, was lying on the bed apparently unconscious and could not take any nourishment, not even a teaspoonful, and she had been in that condition about nine hours previously and continued so until between three and four o’clock in the afternoon, when she called for a drink of water, and Conway, being in the adjoining room and hearing her call for water, went into the little bedroom and asked her if she knew him; that Mrs. Fox tried to talk and made some motion, and Conway kept asking her if she knew him; that after a while she said yes; that he went over across the street for Mr. Davidson, who came back with him; that they then asked Mrs. Fox if she knew them; that they kept at her until finally she talked to them, and then Conway went after Mr. Fowler, and. Davidson said nothing more to Bridget, but remained in the kitchen while Conway was gone ; that after awhile Conway returned with Mr. Fowler and they went into the bedroom. The evidence of the two subscribing witnesses to the alleged will as to what then occurred is fully stated above.
C. W. Oreal and Margaret Donlon, who were witnesses to the first will, and John Donlon, husband of Margaret Donlon, were the only persons who testified on the part of the contestant. Mary Higgins, who was also a witness to the first will, and who acted as a nurse of Mrs. Fox during her last sickness, was not called to testify. She was employed as nurse by the “ Helping Hand Society,” so called.
It appeared that Margaret Donlon was there for nine or ten days during Bridget’s sickness, doing the work in the house and assisting in the care of Mrs. Fox, and that she was requested to go there by Thomas Conway, who told her that he had heard that Bridget was very sick.
It appeared from the evidence on the part of the contestant that the decedent had in her possession at the time of her death, among her papers, aside from the above check for fifty dollars, fourteen tax receipts signed by tax collectors, dated at Jamestown, N. Y, from 1865 to 1880, both inclusive, amounting to forty-six dollars and fourteen cents, of which seven were receipted as paid by Martin Fox and seven by “Martin Fox’s heirs,” of whom Honora was one and his two sons in Ohio were the others.
That Martin Fox and his three children above named paid one half of the purchase price and Bridget Fox the other half, and that William Fox, the youngest brother of Honora, assisted in building the little house on the property, and that Honora assisted in paying for- these two lots and also in paying the taxes thereon up to about the time she had a sunstroke about the year 1871, which greatly injured her mind and body, when she was removed to the county hospital or poor-house at Dewittville, in said county, and remained there until 1891, during which year the insane persons in said hospital were removed to the state asylum in Buffalo, NY.
That upon such removal John Donlon applied to Hon. A. A. Van Dusen, county judge of Chautauqua county, at Mayville, for an order, which he obtained, for the removal of his cousin Honora from the hospital, which he did and took her to his own house upon his farm of forty-four acres in the town of Busti, about one mile from'Jamestown, where she has remained ever since under his care and support, she being then about forty-six years old.
It also appeared 'in evidence that Martin and Bridget Fox lived together very happily after their marriage in their little house on Warren street until his death in 1875, and that Honora lived with them and worked out by the week in Jamestown- until removed to the hospital, using a portion of her wages in paying taxes upon the property, and that John Donlon, who was a nephew of Martin Fox, resided one year with them, being about the year 1869. It appeared in evidence that after Bridget had sold the two lots to John Wood in 1890, and after Honora had been taken by John Donlon to his house in 1891, that he (John Donlon) called upon Bridget Fox to assist him in the support and care of Honora, and that .Bridget told him that she would not, but that she would let Idonora have every dollar she had at her death.
The evidence shows that very friendly relations existed for many years, preceding the death of Bridget Fox, between her and John and Margaret Donlon, and that they visited back and forth often ; Honora’s two brothers, Michael and William, moved to Ohio about thirty years ago and never returned, except that William came back to attend his father’s funeral and to remove his body to Ohio for burial; it appears quite evident that in the testimony given by Mr. Fowler about her friends and relatives having never darkened her doors, the old lady referred to. these two stepsons, William and Michael Fox, whom she had not seen for about twenty-eight years, except William, who came to attend his father’s funeral and to take his body away to Ohio; certainly she could not have referred to their sister Honora, towards whom she always had the most kindly feelings; neither
It should be borne in mind' that Mr. Fowler, who drafted the second will of the decedent, and was a witness to it, and who had acted for many years as her friend and adviser, and in whose integrity, learning and ability she justly had great confidence, and who had always known Bridget as a remarkably strong woman, both in body and mind, but who- had not seen her during her last and only severe illness, and had had no knowledge about her illness before going there on the morning of the 12th of January, 1892, except what he had learned from Margaret Donlon, John Davidson, Thomas Conway and John Wood; that, as he testifies, he went away from the house that morning not satisfied that the old lady was incompetent to make her will; that he drew the will that morning before going to see her from what others had told him ; that he saw her for only a few minutes at the time the will was signed in the afternoon ; that nothing was said by her at the time about her property or about having made a will twenty hours previously entirely different in its provisions from the one here offered for probate; that it would seem to appear that Mr. Fowler could not have had hardly sufficient opportunity to judge correctly her capacity to make a will.
The evidence on the part of the contestant shows, I think, that Mrs. Fox was in a far better condition physically and mentally when she made her first will than when, twenty hours later, she made her second one; she sent by Margaret Donlon, who was taking care of her at the time, to see Mr. Creal to come and draw her will; he was sent for because he lived on the second street from her residence and nearer than Mr. Fowler ; that he came, and the other witnesses were in the little bedroom, and when the will had been drawn she raised herself from the pillows and sat up straight with the pillows behind her and with no one to support her, and entered into conversation and stated that she wanted her will drawn in their presence, and in answer to the questions put to her by Mr. Creal, stated that she wanted to give her property to Honora Fox, who was a daughter of her deceased husband, Martin Fox, and that she wanted Margaret Donlon, who was a niece of her said deceased husband, to be the executrix thereof; that she wanted Mr. Creal, Margaret Donlon and Mary Higgins to be witnesses to her will; that after the will had been prepared and she was sitting up in bed she took the pen in her hand and wrote her name to it, Margaret Donlon guiding her hand while doing so, at her request".
Mr. Creal testified that Mrs. Fox appeared very bright in her mind at the time, he thought, for one suffering so much pain as she was. That he asked her where the pain was and she put her hand to her left side; that he thought she was of sound mind and memory and competent to make a will; that Mrs. Donlon gave her a cup of milk when she first sat up in bed before she signed the will; that she declared it to be her last will and testament
Margai’et Donlon, a witness to this alleged will and the executrix named therein, testified that she was the wife of John Donlon, of the age of forty years, had known Bridget Fox for twenty-three years, and that she had always lived in' the same place where she died, and was at her house often during the time she knew her ; that she lived near her and was well acquainted with her and had been to her house a good deal during that time; that she knew Martin Fox very well during five years until he died ; that the relations between Martin Fox and Bridget Fox were always pleasant; that she knew Honora Fox during the time she lived on Warren street; that she knew she lived with them and made it her home there until she went to the asylum ; that up to that time Honora Fox was a strong, healthy girl and worked out for people . in the city; that Martin and Bridget Fox were at witness’ house in Busti during the year he died, going on eighteen years ago; that witness scolded Martin for putting Nora in the asylum, and Mr. Fox told witness in his wife’s presence that he 'wanted witness to talce care of Nora, and'that after his death witness ivanted Nora to have what belonged to him; that Bridget was always a good wife to him, and after she was through with it he wanted all to go to Nora; Bridget said in reply that she was satisfied with that; Bridget used to come out and see witness and said that she was well satisfied'with that; that witness was the first person called when Bridget was taken sick; that Conway told her that she was very sick and that he would be glad to have her go over; that this was nine or ten days before she died ; that witness staid right along every day and nights between times, doing the best she could, and that Bridget was very glad to have her; that Mary Higgins was there as a nurse; that Father Coyle was there the Sunday night before Bridget died, being the Sunday night before the first will was drawn; and that he was in the bedroom with her alone a few minutes with the door shut; witness testified about Mr. Fowler, Davidson and Conway being there on Tuesday, January 12, in the morning; that Mr. Fowler asked witness how Bridget was; that she told him that she had been dying since 7 o’clock that morning; that during that day the old lady could not talk at all, could not take any nourishment, even a teaspoonful; she further testified that the old lady never
Three witnesses testified as to the age of Mrs. Fox at her death in 1892; the first, Mr. Fowler, that he thought she was then perhaps of about eighty years of age; the second witness, Mr. Davidson, testified that he could not tell her age; that she was about eighty, he supposed; the third witness, John Donlon, a creditable witness and a nephew of Martin Fox, testified that he heard Martin Fox say in 1870 that his wife, Bridget, was then of the age of seventy years, which would make her age, at her death in 1892, over ninety-one years.
I hold that the evidence of the last named witness clearly and legally establishes that the age of the decedent at her death to have been over ninety-one years. 1 Greenl; Ev. (Red. ed.) §§ 103, 104; Doe v. Griffin, 15 East, 293, and other cases cited under said §§ 103, 104 Greenl. Ev.
An important and controlling question arises in this case as to whether the alleged will of the decedent accords with her duties and obligations to her stepdaughter, Honora- Fox, and with her former and often declared intentions, while rational, to make Honora, at her death, the sole beneficiary of her bounty; the evidence in this case is all in one direction, in favor of the contestant, as are also the authorities in harmony therewith'and with good sense. Matter of McCarthy, 48 St. Rep. 315 , Sup. Ct., 5th Dept; Matter of Raynor, 44 Id. 468, Sup. Ct., 5th Dept. The above two cases are very similar, in the facts stated, to this. Mattor of Coop, 24 St. Rep. 417 ; Matter of Budlong, 26 Id. 863.
The evidence shows that Bridget Fox was remarkable for her great vitality; that she was strong in both body and mind up to within ten days of her death; there is no evidence tending to show that she had ever been sick a day prior thereto, but that, like Holmes’ famous “One Hoss Shay,” she in the end went to pieces very suddenly.
The Rev. Richard Coyle did not appear personally at any time in the proceedings for probate before the surrogate.
Seven days after the death of the decedent he signed a petition for the probate of her alleged will, doubtless in good faith and under the advice of counsel.
I hold and decide that Bridget Fox at the time of signing said alleged will was not of sound and disposing mind; that her signature thereto was'procured by the undue influence of John Davidson and Thomas Conway, and not by any undue influence on part of Rev. Richard Coylej as alleged in the contestant’s answer, and I direct decree herein denying probate of such alleged will, with such reasonable costs to the contestant, including fees of stenographer, as may be allowed by the surrogate on notice of adjustment to the proponent, and also such reasonable costs to the proponent as may be allowed in the discretion of the surrogate upon like notice to contestant; such costs payable out of the estate. Probate denied.
Cases cited
- Bertles v. Nunan 92 N. Y. 152 p. 414