Hampton v. Westcott
Hampton v. Westcott
Opinion of the Court
The decree now reviewed determines that a paper, which was-admitted to probate on the 15th day of August, 1889, by the-surrogate of Camden county, as the last will of Thomas D. Westcott, deceased, is not such will, and that the probate of the-surrogate be set aside.
This appeal is heard upon the same proofs that were produced and considered in the orphans court.
The validity of the alleged will is assailed by the only daughter-of the decedent, upon two grounds — -first, that the decedent lacked, testamentary capacity when it was executed ; and, second, that he was unduly influenced by the appellant Hannah W. Sheppard..
When the will was executed Thomas D. Westcott was about fifty years of age. It is undisputed that, for two or three years-before then, he had been a paralytic, and very dependent upon the assistance of others for his physical comforts. He had married in the year 1872, but in 1879 or 1880 he went to Missouri,, where, in 1882, he procured a divorce from his wife, upon tlieallegation that she had deserted him. In 1884 his wife likewise obtained a divorce from him, in this state, upon a similar ground. He had one child, a daughter, the respondent in this appeal, who-is not yet of full age. Since the separation of her parents this daughter has lived with her mother,- and has only occasionally visited her father, and then only for a short time. In his early manhood the decedent studied medicine, and, although he failed to secure a diploma from a medical college, he practiced, for a time under an unrecognized diploma that he had purchased.. His ability and attainments were so far acknowledged by his-fellow practitioners that he was regularly admitted to membership in a medical society in Camden, and for a time, until the-
While he was in Missouri, his mother’s health failed, so that -she became unable to superintend her household affairs, and needed the constant attention of a nurse. To meet the emergency this occasioned, the appellant Hannah W. Sheppard, an unmarried niece of the decedent’s father, Ebenezer Westeott, being then about thirty-four, or thirty-five years of age, and residing at Trenton with her mother, was sent for, and installed in the house, at Camden, as housekeeper and nurse. She served faithfully in this capacity, without compensation, being accorded a place as a member of the family. In 1883 Mrs. Westeott, the mother, died, and the decedent, Dr. Westeott-, returned to Camden and took up his residence with his father.. Miss Sheppard remained and managed the housekeeping. In January, 1887, Dr. Westeott was stricken with paralysis, and, later, his father’s health began to fail, and both he and his father became more or less dependent upon the ministrations of Miss Sheppard. Dr. Westeott was afflicted not only with paralysis, which affected his left side and palsied his hands, but also with sudden fits of uncousciousness, epileptic in character. He became physically so helpless that he was usually unable to feed himself, or to dress or undress himself, and in other particulars care for his person. With the knowledge and consent of his father, Miss Sheppard became his nurse. She attended him by night and by day, dressed him, fed him, and was constantly upon the alert lest he should be taken in a fit when no one was present. She appears to have performed every office for him, even that which would have been more fittingly performed by a male.
It was not considered that Dr. "Westeott would survive his-father, but it so happened that the father died intestate in June, 1888, leaving,a considerable estate, which went to his son. The value of the estate has not been shown. It appears, however, to'have been sufficient to afford an inexpensive but comfortable livelihood for the doctor.
Immediately after his father’s death, Dr. Westeott conveyed a house and lot on Third street, in Camden, to satisfy Miss Sheppard for the services she had rendered to his father and mother. He appears to have anticipated that she would make a claim upon the father’s estate, and to have taken this means of precluding it. The property conveyed to her was worth about $3,500, and was encumbered by a mortgage for $3,000, which the doctor agreed to satisfy.
After the death of Ebenezer Westeott, Miss Sheppard remained with the doctor, caring for him and keeping house for him as she had previously done. Within a short time they moved from the father’s house, in Market street, to a smaller, rented, house in Fourth street, leasing the Market street property, and they continued to reside in the Fourth street house until Dr. Westeott died on the 4th of August, 1889.
The disputed will was executed on the 11th day of January, 1889, at the law office of Marmaduke B. Taylor, in Camden, in the presence of Mr. Taylor, John F. Harned and George H. Pierce. The will is in the handwriting of Mr. Taylor. It directs that the mortgage upon the property conveyed to Miss Sheppard be satisfied; that $5,000 be invested and the income therefrom paid to the doctor’s daughter, Lelia, until the death of her mother, and upon that death, if Lelia shall have reached her majority, that the principal be paid to her, but if she shall die before her mother, that the principal go into the-residue of the doctor’s estate. The remainder of the property is-divided equally. One half of it is given to Miss Sheppard and the other half is given to the executors of the will in trust, to-hold the same and to receive and accumulate the income there
The will exhibits a consideration of the natural claim of the testator’s daughter upon his bounty, antipathy to the divorced wife and fear of and desire to guard against, the possibility of her benefiting from his estate, and, as well, a sense of indebtedness or gratitude to the cousin who had so faithfully served him. It appears to be the logical sequence of his life and situation.
I have had no difficulty in arriving at the conclusion that Dr. Westcott possessed sufficient capacity to make this will. Without doubt, his enfeebled condition of body in some degree affected his mind and his intellectual vigor was to some extent impaired, but I am abundantly satisfied that whatever the mental impairment may have been, it was not sufficient to destroy testamentary capacity within the well defined limits laid down by the adjudications in this state. When the will was executed the doctor could certainly comprehend his property, the natural objects of his bounty, the meaning of the business in which he was engaged, the relation of each of these factors to the other and the disposition which his will made.
The most important evidence upon this point is that of the attesting witnesses to the will, who speak as to his condition at the very moment of the execution of that document. They are both lawyers in active practice and in good repute in their profession, being justly esteemed to be men of unquestionable probity. They had both been students in Mr. Taylor’s office and had both, for several years, known Dr. Westcott. At the time the will was executed they conversed with him for several minutes, and became entirely satisfied that he fully appreciated and understood the business in which he was engaged.
The testimony of nearly all the witnesses who are relied upon to show incapacity, while it exhibits infirmity of body and evidence of some abatement in intellectual vigor, abounds in that
Passing to the second branch of the case, in which it is insisted thát the will was the product of undue influence exercised by Hannah W. Sheppard, the mental condition of the testator is again the subject of inquiry, not for the purpose of measuring testamentary capacity, but for the purpose of ascertaining what his power of self-assertion and self-reliance was, and how far he was able to control his judgment and exercise his will under the influence by which he may have been surrounded.
The influence which is said by the law to be undue, and, therefore, to vitiate a will or a document executed under it, must amount to moral or physical coercion, which destroys free agency and constrains its subject to do that which, but for it, he would not have done. If influence be brought to bear upon a testator, his mental condition, so far as it affects his will power, is always a matter of inquiry, because, as I had occasion to remark, in Elkinton v. Brick, 17 Stew. Eq. 154, 166, “it is impossible to
I am satisfied, by the proofs, that Miss Sheppard desired to-be well compensated for her services to the doctor in his will,, and that she so told him. The proofs most strongly indicate that it was her wish to take his entire estate to the exclusion of his daughter. Her position gave her every opportunity to advantageously advance her claims and to subject the doctor to-fraudulent contrivance or to excessive importunity. Such importunity may amount to coercion. Trumbull v. Gibbons, 2 Zab. 117; Hughes v. Murtha, 5 Stew. Eq. 288; Elkinton v. Brick, supra.
But for the testimony of Mrs. Adelaide Ludlum, a witness-produced for the respondent here, it would be difficult to say to-what conclusion the conflicting testimony, and the presumptions- and inferences from situations and acts which are urged as indiciaof undue influence, would lead me. Happily, however, the testimony of that witness discloses the mental condition of both the testator and Miss Sheppard at the very time when the disputed-will was made. She states that about the 1st of January, 1889,. Dr. Westcott told her that he intended to make a will, and that after he said this Miss Sheppard declared that she would see Mr. Taylor, who was to draw the will, and have him prepare it as she desired. Still later, the witness said to Miss Sheppard,. “ How did you make out on the influence business ?” To which. Miss Sheppard replied, “ Oh, I couldn’t do anything with him.”
The witness further states that, after the will was drawn, Miss. Sheppard said to her, “ Doc has got his will home from Marmaduke Taylor’s, and he read it over, and I read it over a-nd passed, it back to him, and he asked me what I thought of it, and I said, ‘ It don’t suit me,’ and he got very angry.” The witness says-that she then asked Miss Sheppard why the will did not suit, her, and that Miss Sheppard replied that it was because the-
It is true that this evidence shows that Dr. Westcott was constrained to give Miss Sheppard more than he wished, but it is to be remembered that he was not bestowing mere bounty. He was doing justice, settling a claim against him and securing future service. It was the legitimate influence of value and not the undue influence of inexcusable moral or physical coercion that controlled his action. „
The testimony of Mrs. Ludlum and of the subscribing witnesses, together with the provisions of the will, which were consonant with his feelings and surroundings, convince me that the disputed instrument was his free act and not the product of undue influence.
I think that the will was properly admitted to probate, and I will therefore reverse the decree of the orphans court.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.