In re the probate of the will of Freeman
Opinion of the Court
Doctor Charles M. Freeman died a resident of this county on the ?th day of March, 1923. At the time of his death Doctor Freeman was about sixty-four years of age. He left a will, the subject of this inquiry, dated July 12th, 1922.
Doctor Freeman, about twenty years ago, married Mary E. Wilkins, a celebrated American writer. Doctor Ereeman and his wife lived together in Metuchen, New Jersey, from the time of their marriage in apparent happiness and accord, until some time in 1919 or 1920. At this time Doctor Freeman and his wife separated and did not thereafter live together. It does not appear very clearly from the testimony whether any particular or specific incident or circumstance in their life brought about this separation, but it seems clear that the habits of Doctor Freeman continued over a long period of time, as hereinafter mentioned, had so completely changed his character, temperament and disposition as to make continued living together not only uncomfortable for Mrs. Freeman, but dangerous as well.
Doctor Freeman in his early life studied medicine, having graduated from the classical department of Rutgers CoPege and from the medical school of Columbia University. He never, however, actively practiced medicine, but was for some time connected with the bureau of immigration in a medical capacity.
Doctor Preeman never had any children. At, the time of his death his next of kin and heirs-at-law were his widow, Mary E. Wilkins Freeman, and his four sisters, Sallie B. Preeman, Nellie B. Preeman, Jane Preeman and Augusta Preeman. None of his sisters ever married, and all work in some capacity to support themselves. In his early life, and up to a period shortly before his death, Doctor Preeman was a cultured and brilliant man. lie was a desirable and con genial companion and a man with whom it was a pleasure to converse and to meet socially and otherwise. This is abundantly disclosed by the testimony of many of his intimate friends. The testimony, uncontradicted, discloses that Doctor Preeman, even in early manhood, over-indulged in alcoholic drink to such an extent that, as early as 1907, he either had suffered from delirium tremens or had been on the verge of an attack of that malady. He also during that period, that is as early as 1907, and from that time on to the time of liis death used veronal, a drug described by medical experts as a sedative or hypnotic medicine, taken for the purpose of inducing sleep. There is also testimony that he liad taken morphine and other opiates, but apparently in no very groat quantity nor over a very extended period.
The doctor’s use of liquor or of drugs, or both, so affected this condition that some time between 1909 and 1911 he became an inmate of an institution for the treatment for drug users and persons with drink habit. The testimony does not disclose the result of the treatment received by Doctor Preeman in this institution. We may, however, infer that it was beneficial, because we find that he did not again become an inmate of any institution until 1919, when, at the suggestion of his friend Mr. Dinwicldie, he went to an institution
Doctor Freeman also was a patient at Dr. Towne’s sanatorium in New York City, but it does not appear whether this was before or after he was at the Belle Meade institution. Nor does it appear how long he remained at Dr. Towne’s sanatorium.
In 1920 Doctor Freeman voluntarily went to the state hospital for the insane at Trenton, being induced to do so through the urging of his friend, Mr. Dinwiddie. At the end of four weeks he escaped and came back to Metuchen. In August, 1921, he was again committed, after an examination by two physicians, to the state hospital at Trenton, and remained until October 3d, 1921, when he was released upon habeas corpus proceedings instituted in his behalf in the court of chancery. At the time of his release, in October, 1921, the testimony discloses that he was greatly improved in physical appearance and gave evidence of marked improvement in his mental condition, and that this improvement continued for a period of aboiit two months after his release. Early in December, however, Doctor Freeman, according to the testimony, commenced again to over-indulge in alcohol. Early in the year 1922 Doctor Freeman, who up to this time had lived in an apartment on Volkmar place over the garage used in connection with the lumber business, discontinued the services of the family of one Breen, with whom he had up to that time been living, and engaged the proponent, Harry Mohring and his wife, to come and live with him and care for his physical needs. From that time on to the time of his death Doctor Freeman continued to -live in the same apartment and the proponent and his wife continued to administer to his physical wants.
During the last years of his life it appears that Doctor Freeman had alienated himself from many, if not all, of his former friends and companions, and that the last two years of his life his social intercourse was with persons much younger than himself and of a different social and intellectual station from those-with whom he had spent the earlier years of his life. This, briefly, and-without mentioning specifically the great mass of testimony from which this sketch is fabricated, shows a picture of the outstanding circumstances connected with the life and career of this unfortunate man.
After Doctor Freeman had been released from the state hospital in October, 1921, he to a certain degree managed the business of his corporation, but in May, 1922, his condi
At the time this memorandum was written there were present in the room Mr. Davey, Mr. Louis Mohring, Lettie Patterson and Mrs. Harry Mohring, and Mr. Harry Mohring during a portion of the time. Mr. Davey reduced the will to writing and it was executed at his house at a later date, being witnessed by Mr. Davey, by Mrs. Davey and by Mr. Louis Mohring.
Later the present will was prepared, we are told, by Mr. Davey. because Doctor Freeman was afraid ihat his sisters might say that because they had not been mentioned in the other will, that he had forgotten them. This second will was executed on July 1.3th, 1933, at Mr. Davey’s house in Belle-ville, N. J., in the presence of Mr. Louis Mohring, the father of the chief beneficiary, Mrs. Davey, the wife of the scrivener of the will, and Mr. Davey as subscribing witness, and present in attendance upon its execution were Mr. and Mrs. Harry Mohring and their children and Lettie Patterson. Doctor Freeman arrived at Mr. Davey’s house in company with the persons above named, except Mr. and Mrs. Davey, early in the evening of July the 13th. Mr. Davey had been away fishing and they were compelled to wait for some little time on Mr. Davey’s veranda until he was ready to proceed with the execution of the will. Yet none of the witnesses can testify to any incident nor happening in that long wait in which Doctor Freeman engaged either in conversation or any activity that would lend to support their testimony that he was competent, sane and knew what he was doing, except the single incident of his having dropped cigar ashes on the floor, and having suggested that the ash tray should be painted a different color than the porch screen.
The subscribing witnesses to the execution of the will all testify that Doctor Freeman was sober and appeared to be of sound mind and thoroughly competent to make a will. In this they are supported by Harry Mohring and by his wife, but contradicted by Lettie Patterson. They all testify that all of the legal requirements for the valid execution of a will
After the death of Doctor Freeman, caveats against the probate of his will were filed'by his widow and by Sallie'B. Freeman, one of his sisters, attacking the probate of the will upon the ground that it was the result of undue influence; that at the time that it was made Doctor Freeman did not possess testamentary capacity and that the will was the result of fraud. I am unable to find in the testimony any support for the accusation of fraud. There is no direct testimony from which fraud’ could be determined, and the argument of counsel that the manner in which the will is fastened together, and the fact that no part of the body of the will appears upon the same page with the signature of the testator, has not convinced me that there was present fraud. I am further supported in this view by the demeanor of Mr. Davey, upon whose shoulders chiefly would fall any accusation of fraud. Upon the witness-stand he appeared to be frank, sincere and truthful in his statement as to the manner in which the will was executed, and I feel that the allegation of fraud must fail.
Thus we have before us the pictures of this man, feeble physically, almost Mind, advanced in years and possibly aged beyond his actual years by his excessive alcoholic indulgence, separated from his friends and acquaintances of earlier years, estranged from his wife, and refusing to associate with his own sisters, surrounded by strangers in the home of a lawyer, a strangc-r to him, to all of his earlier associates, and only a casual acquaintance of two or three weeks, gathered together for the purpose of executing a solemn document. There was present no disinterested person, and the court does not have the benefit of a single disinterested witness to what transpired at the time of the execution of this will. No person disinterested in the result of this case can testify as to its execution. None of the subscribing witnesses attempt, with1 the exception of Mr. Davey, to recite any facts showing that they liad attempted in any manner to find out whether or not Doctor Freeman possessed testamentary capacity. He was surrounded at the time of the execution of the will by those who would benefit by its terms, or by the friends of those who would so benefit. He had no opportunity to secure the benefit of independent advice.
Doctor Freeman made Mohring his chief companion and called him “son”; he was constantly in his company; they rode miles together and frequented roadhouses and places of entertainment together. Harry Mohring was the confidant of Doctor Freeman in business and personal affairs, and he and his wife entertained Doctor Freeman at cards and generally they lived a family life together. Tt was through Louis Mohring that Mr. Davey was introduced to Doctor Freeman. From that time to the execution of the will the same faces appear constantly on the screen, and there was abundant opportunity to exploit, and, coupled with the circumstances surrounding the execution of the will, show the confidential relations, together with slight additional evidence, sufficient to shift the burden of proof to the proponent to show that the will was not the result of undue influence.
The proponent has stoutly protested that he exerted no influence whatever over the testator in the making of his will, and that while he knew the will was being executed he did not know he was a beneficiary undér it, and that he had never discussed with the testator the provisions of his will.
T feel that his testimony must be believed and that he has satisfactorily sustained the burden of proof that was cast upon him, and that the will was not the result of undue influence exercised over the testator by the proponent.
It has been repeatedly held that the burden of neutralizing the presumption of undue influence may be set by the testimony of those implicated, where the weight of that testimony is, as it appears in this case, impeachable and convincing. In re Morrise’s Will, 91 N. J. Eq. 480; and causes therein cited.
I am satisfied that neither the charge of fraud or of undue influence has been sustained.
After having been in the hospital at Trenton for about six weeks he was released by order of the court of chancery on habeas corpus proceedings. The file of the proceedings in the court of chancery releasing him have been offered as exhibits in this case, because it is claimed by the proponents that the order of the court of chancery directing his discharge from the state hospital declares him to be sane. It appears in the recitals preceding the order that the following language has been used, “and it appearing to the chancellor that the said Charles M. Freeman is sane,” &e. Their follows the order directing the discharge.
The vice-chancellor in his conclusions says: “There' appears to be no condition of the kind known as insanity, at least under the terms of the Asylum act, and if there is no contest on the part of Mrs. Freeman nor the state, nor any further testimony to be offered, then I see nothing to be done under the statute than to direct the discharge of the patient.” I take it therefore that the determination of the vice-chancellor was merely that the deceased should be discharged from custody, and this conclusion was arrived at by him after only hearing, in an uncontested case, one side. But aside from that, it is my understanding that while the findings of lunacy or insanity in a collateral matter are competent evidence, they are not final upon the question of a mental capacity to make
The qaveatries called as expert witnesses, to show the mental capacity of Doctor Freeman, Dr. Henry M. Cotton. medical director of the state hospital for the insane at Trenton, Dr. William E. Ramsay, a physician practicing in Middlesex county, with a number of years’ experience specializing in mental diseases, and Dr.. Alfred L. Ellis, of Metuchen, a general practitioner. All of these men had known Doctor Freeman in his lifetime, and at one time or another examined him to ascertain his mental condition. Doctor Ramsay had known him for many years and had at one time been intimate with him socially. Doctor Ellis had lived for many years in the same community as Doctor Freeman. Doctor Cotton had had opportunity to observe Doctor Freeman upon his two periods of confinement in the state hospital at Trenton. Each of these physicians therefore was able, to testify, not only in-answer to the hypothetical question propounded, but from their personal observation of Doctor Freeman.
Doctor Cotton testified that upon his first admission to the asylum ho was very nervous, confused and restless. His 'eyesight very bad. His reflexes were veiy sluggish. The pupils were very stiff. He suffered some from hardening of the arteries. He had an enlarged liver. Very shaky. Mentally he was restless, confused, had been smoking to excess, and used alcoholic drinks to excess for a number of years and had delirium tremens. Had lost interest in his work and home affairs. He had hallucinations cf sight and hearing. He had some delusions that were not fixed however. His memory was very defective. He had been a dipsomaniac all his life: He was considerably deteriorated mentally. Piad no plans for the future. He showed little,’if any, improvement, and escaped from the hospital at the end of twenty-six days. And that at the time he was in the hospital he had paranoid ideas, with marked lack of judgment, showing a
That upon his second admission in October, 1921, his condition was much the same, and he had been drinking to-' excess and taking a large amount of veronal, and seemed to be more deteriorated than at the time of his first admission, showing a progressive disease. His blood pressure was very high. He was almost blind. He had very marked delusions about his wife, claiming that she was intimate with the chauffeur, but did not suffér at that time from hallucination. That there was a very marked progression of his mental symptoms, with marked paranoid ideas against his wife, and the doctor comparing his condition upon his second admission with that o£ his first admission, considered that he had gone from bad to worse mentally. And in answer to a hypothetical question he testified unequivocally, that in his judgment Doctor Freeman lacked testamentary capacity on July 12th, 1922. He further testified that Doctor Freeman’s condition was much worse in 1921 than in 1920. That at that time he had all the symptoms of a chronic alcoholic deterioration. He testified further that he had delusions of infidelity upon the part of his wife. Doctor Cotton definitelv stated from his experiences with other cases that Doctor Freeman’s condition was one of chronic alcoholic deterioration with lack of judgment, with periods of hallucinations, with delusions, and taken in connection with his use of drugs -and alcohol would make him a great deal worse.
He also testified on cross-examination, in answer to direct questions, that the written memorandum which has been heretofore mentioned, indicated to him that it was the result of an insane mind. And that the will itself showed on its face lack of testamentary capacity.
Doctor Ellis testified that he had known Doctor Freeman nineteen years. Had been one of his physicians. That he had known him socially. Testified that he was not mentally able to make a will on July 12th, 1922.
Dr. William W. Eamsay testified that he had known Doctor Freeman many years. I think from 1889 or 1890.
Thus we have the testimony of three physicians, who were personally acquainted with Doctor Freeman, that he was mentally incapable of making a will at the time this will was made.
Against this the proponents called Doctor Funkhousor. the assistant medical director at the state hospital, and Doctor Rostow, who had for a time been connected with the medical staff of that institution. Doctor Funkhouser substantially
Having in mind that he was called by the proponents and interpreting his testimony in the most favorable light to them, it cannot be said that he contradicts materially the testimony of Doctor Cotton, Doctor Ramsay and Doctor Ellis.
Doctor Rostow’s testimony is that of an ordinary physician having had a limited experience with mental diseases, and while it tends to contradict that of the other physicians, is not in my opinion sufficiently credible to canse me to disregard their testimony.
It seems to me also that the very physical construction of the will itself and its provisions indicate that the will was the result of a disordered mind. It contains a legacy of $10,000 to Harry Mohring and then disposes of $1,800 in other legacies, and makes provision concerning the payment of taxes on the estate, &c., and then gives all the rest, residue and remainder to Harry Mohring, to whom the $10,000 legacy had earlier been given. It has been argued that this is a perfectly natural disposition, because he wanted to be sure that Mohring received the largest portion of his estate. If this argument correctly states the reason why Doctor Freeman made the provisions in his will, then it certainly indicates that he did not know the estate that he had to dispose of, because it is agreed that it exceeds $100,000. and this argument itself therefore demonstrates that he did not possess, at the time the will was made, one of the elements required — that is, a knowledge and comprehension of the estate that he had to dispose of.
The will and the written memorandum prepared for an earlier will, but which the will offered closely follows, support the opinion of the physicians that he lacked testamentary capacity.
In this case it appears to me that it has been abundantly proven by the witnesses that fixed mental disease has supervened upon the intemperate habits of Doctor Freeman.
Having reached this conclusion, it is necessary to determine whether or not the mental impairment resulting from this fixed disease of the brain was sufficient to render him incable from making the will.
The test of testamentary capacity in this state is whether the testator can comprehend the property he is about to dispose of, the objects of his bounty, the meaning of the business in which he is engaged, the relation of each of these factors to the others, the distribution that is made by the will, and be able to deal rationally with those elements. The medical testimony shows conclusively that Doctor Freeman’s mind was diseased. The effect of that disease was to cause him to suffer from delusions of persecution, and that his wife had been unfaithful to him, and he had in his mind towards her a fixed feeling of resentment because she had him committed to the state hospital, although any sane man would have known that her act in that regard was only for his own good.
There is no doubt that he knew the nature of the business that he was engaged in when he made the will. I do not believe that he comprehended the value of his estate at the time his will was made. The will itself would indicate that he did not, and the fact that he had left over $100,000 to a man who had been in his service only about six months, and who had been adequately compensated for the services he had rendered, indicates to me that the will was an unnatural one, the act of a disordered mind, made in' ignorance of the value of the estate thus bestowed upon a comparative stranger or as the result of an insane caprice. Nothing in the services rendered by Mohring to Doctor Freeman over the very short space of time that he had known him would warrant the bestowal upon him of the gift of over $100,000 as a reward for services rendered. ■ And I can find nothing in the relations of these parties that would warrant the conclusion that such a disposition was a natural one. I am unable to find anything in the testimony justifying Doctor Freeman in disregarding the natural claims of his wife and sisters. After applying the test above mentioned, while I am convinced that Doctor Freeman knew the general objects of his bounty, the business that he was engeged in at the time the will was made, and the distribution that that will made, I am unable to find that he did know the value of the estate that he had to dispose of. And I am of the opinion that he did not have the mental capacity to deal rationally with each of those elements. His delusions of persecution, his unwarranted resentment of his wife’s act in having him committed to the state hospital for the insane, his bitterness towards his sisters, were all the results of a disordered and diseased mind directly affecting the disposition of his estate.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.