Filed Date: 2/15/1885
Status: Precedential
Modified Date: 11/3/2024
The instruments, propounded for probate and purporting to express the testamentary intentions of the decedent, are the alleged will, dated June 19th, 1880, and three codicils thereto, bearing the respective dates of July 8th, 1881, September 13th, 1882, and August 17th, 1883. The probate is contested by Alfred B. Potter and Charles B. Potter, the sons of the decedent, and by his unmarried daughter, Miss Henrietta Potter, on the grounds of failure to comply with the formal requirements of the statute, in the execution of the several instruments, and also lack of testamentary capacity. The answers of the contestants also put in issue, under § 2624 of the Code of Civil Procedure, the validity of the dispositions of property made by the
Mr. Henry S. Potter died at the city of Rochester, N. Y., January 9th, 1884, aged about eighty-six years. He left surviving him the contestants above named, and two married daughters, Mrs. Mary E. Hart and Mrs. Susan P. Me Alpine. His estate amounts to about $1,250,000, of which $250,000 is in real estate.
The will, omitting the subdivisions alleged to be invalid, gives the entire estate of the decedent to certain persons named as executors and trustees, to hold in trust, for the, purposes set forth in the will, during the lives of Henry N. Potter and Reynolds P. Me Alpine, two infant grandsons of the testator. There is a specific bequest to the decedent’s wife of all household furniture, pictures and books; a like bequest of a piano, stool, music and rack therefor, to his daughter, Henrietta; and an annuity of two hundred dollars to his sister. ■
It further directs the executors to pay all debts and the necessary expenses of the care and management of the estate; to pay to his said wife and to his daughters, Mrs. Mary E. Hart and Mrs. Susan P. McAlpine, each, one sixth of the net annual income of his estate; and to his son, Alfred B. Potter, semiannually during his natural life, so much of one sixth of the net annual income of the estate as shall be necessary to maintain and support his family and educate his children. The surplus of Alfred’s one sixth share of the income of the estate is directed to be accumulated, and his proportionate part thereof paid over to each of said Alfred’s children, as they
The wife of the testator died before him, and the will provides that, in such case, the net annual income shall be divided into five equal parts, and each child shall have the same right in and to one fifth, as had been before given in the several one sixth shares. Upon the death of the survivor of the two grandsons aforesaid, or after the decease of all the children of the testator, though said grandsons shall still be alive, the executors are directed to close up and distribute the entire estate, share and share alike, among the grandchildren of the testator; the children of any deceased grandchildren to receive their parents’ share. Power to lease and sell real estate, and to invest and manage the whole estate, is conferred upon the executors.
The codicil of July 8th, 1881, bequeathed the sum of ¡$15,000 to various benevolent and charitable institutions in the city of Rochester. The one dated September 13th, 1882, directs the omission, from the assets of the estate, of a certain parcel of real estate conveyed to Mrs. McAlpine. The last codicil, dated August 17th, 1883, changes the number of executors,
and trustees, mentioned in my said will and this codicil, shall not be required to make any bond or give any security as such executors and trustees of my said will and estate, nor shall my executors and trustees be obliged or compelled to file with the Surrogate any inventory of my estate.”
The last clause, relating to the non-filing of an inventory, is challenged by the answers herein as illegal and void. The material parts of the subdivisions attacked for Invalidity, are as follows:
“ Sixth—Pay to my son, Charles B. Potter, one thousand dollars of the income of my estate, annually, in semiannual payments of five hundred dollars each, if that sum, $1,000, does not exceed annually one sixth of the net annual income of my estate; if it does, then pay him only one sixth of the net annual income of my estate during his natural life.....This one thousand dollars is intended for the support and education of said Charles’ children, and to be deducted from his share of the income of my estate. If one sixth of the net annual income of my estate .....amounts to more than one thousand dollars, invest the excess and the accumulations thereof as a separate investment, until my said son Charles shall not live with, or at any time contribute in any manner to the support or maintenance of his present wife, Jennie W. Potter; if he does not live with, or at any time, or in any way, contribute to her support or maintenance, then pay to him his full share —one*113 sixth of the income of my estate, and all accumulations f that may have been held as aforesaid of his one sixth j share of the income of the estate; and also from that/ time pay to him one sixth of the net annual income'1 of my estate in semiannual payments, deducting the rental value of” certain specified real estate.
“ Ninth—Pay to my said daughter, Henrietta, semiannually, as much of one sixth of the net annual income of my estate as shall be necessary to support her respectably during her natural life ..... If she marries and has a child or children, give to her an additional amount; if there shall be enough of the balance of said one sixth of said income sufficient to support and educate such child or children, pay to her, said Henrietta, as much of said balance as my executors shall deem necessary for that purpose, invest the balance of said one sixth of the said income of my estate and its accumulations, and divide and pay her child, or children, as heretofore directed and provided in the case of my son, Alfred B. Patter’s children, whatever said surplus and its accumulations shall amount to at her death; if she shall have no child, or children, add the same to the assets of my estate and treat as part of my estate.”
It would be idle for me to profess to be unaware of the fact that, in the community in which the decedent had so long dwelt and in which he was so widely known, a public interest has been manifested in this contest over his will and its results. Both parties have had their adherents and advocates.
It was urged upon the argument, for the contestants, that the will was a mean, unjust and inequitable one,
It is the duty of courts of Probate to guard carefully the testamentary privileges which the law confers upon the citizens of the land, and at the same time to see to it that the rights of the heirs and next of kin of decedents, under the statutes of descent and distribution, shall not be swept away by alleged wills made by their ancestor, when so much enfeebled in intellect as to be incapable of exercising sound reason and judgment, or when so unduly influenced by another as not to be free to act according to his own inclination or desire. I shall endeavor, therefore, in the consideration of this matter, to be governed only by the evidence herein and by the law applicable to the case.
In the law of wills there are two principles firmly established by the authorities, which should be distinctly borne in mind, viz.:
First. Every man, under the conditions and in the manner prescribed by law, has the right to make a
Second. The sanity of every man and his capacity to make a will are to be presumed until the contrary appears, and the burden of proving mental disability is on him who asserts it (Delafield v. Parish, 25 N. Y., 9 ; Brown v. Taney, 24 Barb., 583 ; Ean v. Snyder, 46 id., 230; Jackson v. Van Dusen, 5 Johns., 144; Miller v. White, 5 Redf., 320).
I shall now take up the specific objections to the probate of these instruments in the following order:
1st The question of the execution of the alleged will and codicils.
2d. The question of testamentary capacity.
A strenuous effort was made by the contestants to prove that the decedent was insane, and lacking in testamentary capacity, at the time of the execution of the alleged will and codicils. A number of medical experts were examined, including one m- two
It is scarcely necessary to say that all the testimony, tending to support the points set forth in the foregoing summary, might be given its greatest weight, and yet fall far short of establishing unsoundness of mind in the decedent. “ By a sound mind, within the meaning of the law, is not meant a mind which is perfectly balanced and free from all prejudice or passion ” (Phillips v. Chater, 1 Dem,., 533). A will is not to be set aside merely because its maker was weak, or sometimes foolish, or lacked the average mental capacity of his neighbors, or did not dispose of his property as others, who know nothing of his
The importance to be attached to many of the above mentioned indications of the failure of the decedent’s mental and bodily powers depends upon the extent to which these infirmities had advanced and the manner of their manifesting themselves; if the failure of memory extended to important business affairs and transactions, as well as to trivial matters; if the change of manner from cheerfulness and affability to moroseness and discourtesy was shown alike to intimate friends and ordinary acquaintance; if the penuriousness and avarice had recently supplanted open-handed generosity; if great physical
Mr. Potter, until within a week from his death, was the sole manager of his large estate. He gave personal supervision to all his affairs, made profitable investments of his funds, and retained to the last that business shrewdness which had made of the poor clerk a millionaire. He was slight of frame and of a nervous temperament, and probably had never been a man of much physical courage. He was always close and parsimonious in the extreme, and while in the latter part of his life he was less affable and courteous than formerly to some people, yet, to many others, he always showed his old-time civility and courtesy.
Many witnesses,—prominent? bankers, merchants, business and professional men of Rochester, old friends and acquaintances of Mr. Potter, testified to these things, and said that the decedent, to nearly the close of his life retained all his faculties to a remarkable degree for one so old; that he was active, energetic and shrewd in business to the last; that he took an intelligent interest in public and municipal affairs, and also in social and economic questions; and that his acts and conversation were entirely rational.
Much stress was put upon the assumed change in the decedent’s testamentary intentions. Some evi
“ Isolated incidents in the life of intelligent, educated and cultured people, can be so grouped together as to make the most sane of men appear to have been mentally unsound, and, in order to a wise and safe judgment, the isolated incidents usually presented to experts need to be supplemented by a statement of the general character, conduct and habits of the person ” (Dickie v. Van Vleck, 5 Redf., 284-299).
In the present case, while I credit the physicians, who pronounced Mr. Potter of unsound mind, with honestly entertaining that conviction, I am obliged to dissent entirely from their opinion, which, in my
“An insane delusion is one which not only is founded in error, but is without evidence of its truth, and often exists against the clearest evidence to the contrary. Its essence is that it has no basis in reason and cannot be dispelled thereby ” (Merrill v. Rolston, 5 Redf., 220, and cases cited on p. 252; Seamen’s Friend Society v. Hopper, 33 N. Y., 619). But even if it were conceded that in this particular the decedent was laboring under delusion, it is difficult to see how that fact could in any wise affect the validity of his will. “ A person under delusion, or a monomaniac, may make a valid will, if the delusion
The formal execution of these instruments, and the competency of the testator having been established, it now remains to consider the validity of the directions for the accumulation of income contained in the foregoing sixth and ninth subdivisions of the will. The answers of the contestants expressly allege the invalidity of the accumulation therein provided for; and I am, therefore, required, by § 2624 of the Code of Civil Procedure, to determine the question raised as to the personal property.
The sixth subdivision of the will makes the enjoyment by Charles B. Potter of his one fifth part of the income of the estate, conditional upon his not living with, or in any manner contributing to, the support or maintenance of his wife, Jennie W. .Potter. This is an attempt, on the part of the decedent, to carry out a threat made by him many years ago, to punish
No one will justify the attitude of hostility which the testator took toward the wife of his son, nor his attempt to carry into effect his threat to punish her through his will; but it is easy to see why a man, such as this testator was, should make the endeavor to gratify his desire for revenge. ■
This condition is illegal and void. It requires the violation of the laws of the State, and if complied with would render Mr. Charles B. Potter, liable to imprisonment in the county jail (Code Grim. Pro., §§ 899-904). It is, also, contrary to public policy and good morals. The condition is evidently precedent in its character, and while, at the common law, it would doubtless work a forfeiture of the gift, yet in equity and under the civil law, though the condition is void, yet the gift is good. “ With respect to legacies out of personal estate, the civil law, which
The law regards with favor the marital relation and frowns upon the attempts of individuals to sever or interrupt it. In Tenant v. Braies (Tothill, 78), there was a bequest, made to the daughter of the testator of a sum of money, “if she will be divorced from her husband.” The gift was held good, but the condition void. In Brown v. Peck (1 Eden's Ch., 140), a testator directed his executors to pay to his niece, Rebecca, “if she lived with her husband, ¿62 per month and no more, but if she lived from him and with her mother, to allow her ¿65 per month.” The condition was held to be contra bonos mores, and the legacy of ¿65 per month simple and pure. In Conrad v. Long (33 Mich., 78), one half of the testator’s real estate was devised to his sister, Elizabeth, “ if at any subsequent time she should conclude not to live with her present husband, Henry Long, as his wife. But if she did continue to live with him, then to the testator’s brother.” It was held that she took
The same result is reached in another way, as suggested by the learned counsel who appeared in support of the probate, as special guardian of certain infants, viz.: The direction to accumulate is void, whether as to income of personal or real property (1 R S., 726, §§ 37, 38; and id., 773, § 3).
The said direction, being unlawful and void, should be regarded as stricken out of the will (Williams v. Williams, 8 N. Y., 525-563; Pray v. Hegeman, 92 id., 508). Section 2 of 1 R S., 773, makes § 40 of 1 R. S., 726, applicable to accumulations of personal property as well as to rents of realty; and the accumulations of income, therefore, belong to the persons entitled to the next eventual estate (Cook v. Lowry, 95 N. N., 103).
“ Those who presumptively will be entitled to reserve the rents and profits ” (and income), “ when the period of accumulation- ends, are entitled to anticipate the event which is to terminate the accumulation, and to take at once what is unlawfully directed to .be accumulated” (Manice v. Manice, 43 N. Y., 303-389). Charles B. Potter is the person entitled to take the accumulations, and one fifth of the annual income, upon the happening of the event which terminates the accumulation, viz.: his ceasing to live with or support his wife, and he is, therefore, entitled to the same at once and absolutely, the direction to accumulate being void (Pray v. Hegeman, 92 N. Y., 508).
That portion of the sixteenth subdivision of the will is also void, which in substance excludes Charles
The directions for the accumulation of such part of the income of one fifth of the estate as should not be expended for the support of Miss Potter, the unmarried daughter, contained in the ninth subdivision of the will, is wholly void. It is not for the benefit of any minor in being at the time of the testator’s death (1 R. S., 773, § 3). So long, therefore, as Miss Potter remains unniarried and without issue, the surplus income will belong to those entitled to the next eventual estate (Cook v. Lowry, supra). It vests, therefore, in the grandchildren of the testator living at his death in equal shares, subject to open and let in after-born grandchildren who may come into existence before the final distribution of the estate (Monarque v. Monarque, 80 N. Y., 320-326; Kilpatrick v. Johnson, 15 N. Y., 322, 327).
An executor is required by law within a reasonable time after qualifying, with the aid of appraisers, to make a true and perfect inventory of all the goods, chattels and credits of his testator (2 R. S., 82, § 2). This inventory shall be filed with the Surrogate within three months after the issue of letters. If this is not done, he may be compelled, on the application of a creditor, or person interested in the estate, to perform such duty; and in case of default he maybe
As the testator’s general plan for the distribution of his estate will be but slightly interfered with by this decision, it will not be necessary to inquire what should be done if it had been seriously broken in upon, The will and codicils, therefore, must be admitted to probate, except the parts herein declared invalid, and a decree in conformity with this opinion may be settled on two days’ notice to parties interested.