131 A.D. 131 (N.Y. App. Div. 1909)

Suicide alone does not establish lack of testamentary capacity, and a will made by a person contemplating suicide is not automatically invalid unless made under undue influence or lacking testamentary capacity.

Summary

This case concerns a challenge to the validity of a will of a testator who died by suicide shortly after executing a codicil. The defendants contested the will, alleging lack of testamentary capacity, undue influence, and that the will was made with suicidal intent, rendering it against public policy. The court affirmed the judgment upholding the will’s validity, holding that suicide alone does not prove lack of testamentary capacity and that there was no evidence to support the claims of undue influence or that the will was made with suicidal intent so as to be against public policy. The court emphasized the absence of any manifest mental derangement beyond the act of suicide itself. The Appellate Division found no basis to overturn the lower court’s decision.

Facts

Henry T. Bason, a county judge, executed a will in November 1902 and a codicil in March 1903. He died by suicide shortly after executing the codicil. The will primarily bequeathed his property to his mother; the codicil made specific gifts to various individuals and entities. Bason had been a patient at a sanitarium for neurasthenia (nervous exhaustion) before executing the will. Defendants, distant relatives, challenged the will’s validity, alleging Bason lacked testamentary capacity and was unduly influenced.

Procedural History

The will and codicil were admitted to probate in the Surrogate’s Court. The plaintiff, as executor, initiated an action under section 2653a of the Code of Civil Procedure to establish the validity of the probate. The trial court directed a verdict sustaining the will. The contesting defendants appealed to the Appellate Division of the Supreme Court.

Issue(s)

1. Whether the mere act of suicide shortly after executing a will and codicil establishes a lack of testamentary capacity.
2. Whether a will made with suicidal intent is void as against public policy.
3. Whether there was sufficient evidence of undue influence to invalidate the will.

Holding

1. No, because insanity is not inferable from the mere act of suicide, and there was no other evidence of mental unsoundness.
2. No, because the record shows no evidence to suggest that either instrument was drafted or executed with suicidal intent. Further, even if the testator contemplated suicide, the will disposes of his property as he might do during his lifetime, conferring no benefits that he might not bestow without any suicidal intent.
3. No, because the claim of undue influence was unsupported by proof, and the disposition of property was a natural one.

Court’s Reasoning

The court reasoned that the mere fact of suicide does not justify an inference of lack of testamentary capacity. It cited Weed v. Mutual Benefit Life Ins. Co., 70 N.Y. 561 and Shipman v. Protected Home Circle, 174 N.Y. 398, to support the principle that insanity is not inferable from suicide alone. The court distinguished Riggs v. Palmer, 115 N.Y. 513, noting that in Riggs, the beneficiary committed a crime (murder) to obtain property, whereas in the present case, the testator’s suicidal intent did not directly affect the disposition of property in a way that violated public policy. The court found no evidence of undue influence, noting that the testator left his property to friends, associates, and charities in a manner consistent with his interests during his lifetime. The court emphasized that the defendants failed to demonstrate any manifestation of mental derangement beyond the act of suicide and some prior treatment for neurasthenia. The court stated, “Mental derangement cannot be predicated solely upon the circumstance that he killed himself. Insanity is not inferable from the mere act of suicide.”