Adams v. Swift

169 A.D. 802, 15 Mills Surr. 493, 155 N.Y.S. 873, 1915 N.Y. App. Div. LEXIS 5104
CourtAppellate Division of the Supreme Court of the State of New York
DecidedNovember 19, 1915
StatusPublished
Cited by15 cases

This text of 169 A.D. 802 (Adams v. Swift) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Adams v. Swift, 169 A.D. 802, 15 Mills Surr. 493, 155 N.Y.S. 873, 1915 N.Y. App. Div. LEXIS 5104 (N.Y. Ct. App. 1915).

Opinion

Scott, J.:

This is an action to probate a will under the provisions of section 1861 of the Code of Civil Procedure, which provides that an [803]*803action to procure a judgment establishing a will may be maintained by any person interested in the establishment thereof, “ Where a will of real or personal property or both has been executed in such a manner and under such circumstances that it might, under the laws of the State, be admitted to probate in a Surrogate’s Court, but the original will is in another State or county under such circumstances that it cannot be obtained for that purpose; or has been lost or destroyed by accident or design before it was duly proved and recorded within the State.”

The will sought to be established is that of Albert A. Adams, a resident of this State who died at Phoenix, Ariz., on November 24, 1913, in which will the plaintiff, his wife, is named as general legatee. The original will cannot be produced because it is now on file in the Superior Court of Maricopa county, Ariz., whence under the laws of Arizona it cannot be removed.

The defendants are the beneficiaries under a later will, and the question involved is as to the validity of the later will. That question is purely one of law, there being no dispute as to any of the material facts.

At the time of the making of the will now sought to be proved Albert A. Adams was a resident of the State of New York, engaged as a traveling auditor by the Standard Oil Company. He was about sixty years of age and in poor health. He had no immediate family, his nearest relative being a sister.

On October 27, 1909, he married the plaintiff, then about thirty years of age, who had been a school teacher. Four days later he executed the will now sought to be probated, by which he gave all of his estate to plaintiff, except a legacy of $1,000 given to a Miss Clarke.

It appears from the undisputed and unimpeached evidence of a wholly disinterested witness, as to statements made by Adams to the witness that this will was made pursuant to an ante-nuptial agreement between Adams and the plaintiff that if she should marry him he would make a will in her favor and leave all he had to her at his death. This witness was one Charles 0. Scholder, the special agent of the Standard Oil Company at Memphis, who had known Adams for several years but had had no acquaintance with plaintiff until the time of the marriage. He testified that Adams came into his [804]*804room shortly before the date of the marriage and stated that. he had met plaintiff in Denver and had made a proposition of marriage to her, and that he wanted to open up this proposition to the witness, so that he should know all about the circumstances. The witness then proceeded: “At which time he [Adams] stated that he had agreed to give Miss Fowkes [the present plaintiff] all that he had at the time of his death, by will, and that his reason for doing this was that he was not in good health, he was lonesome travelling around, and that he thought that possibly by having somebody with him, a helpmate, it would give him company and be able to look after him and thereby get some of his worries down, which no doubt had some effect on his health in his latter years.” He testified that on a later occasion Adams had reiterated his statement as to the agreement between plaintiff and himself, and that he was particular to have Mr. Scholder know all the circumstances “so that if at any time it became necessary he wanted a witness both to the marriage and to the agreement. ” After the marriage when Adams requested Scholder to be a witness to his will, he said: “This is in fulfillment of my agreement with Mrs. Adams in which I agreed to will her — give her all that I had by will, except $1,000. ” The will that was then executed and is now sought to be probated did give plaintiff all of Adams’ property except $1,000.

So we have as established facts of the case a pre-nuptial agreement that if plaintiff would marry testator he would make a will by which he should leave her and she would receive at his death all of his property except $1,000; a fulfillment of the agreement by plaintiff on her part by entering into the marriage, and a fulfillment of the agreement by Adams on his part by the making of such a will as he had agreed to make. About two years later, on August 12, 1911, Adams executed another will in which he recited that he had given his wife three-fourths of his property, and then gave what ■ he had left to the appellant Edith. Hoyt Smith, his niece, in trust for her mother for life, with reversion to herself: There is no question as to the factum of either will, or as to the valid execution of either under the laws of this State, nor is there any suggestion of undue influence, lack of testamentary [805]*805capacity or any of the other objections usually to be found in will contests. The earlier will, as has been said, cannot be produced and cannot, therefore, be admitted to probate in the Surrogate’s Court.

The later will has been offered for probate in New York county, but has not yet been admitted, its probate having been stayed by a temporary injunction in this action, and being permanently enjoined by the judgment appealed from.

The plaintiff’s claim is that the ante-nuptial contract by Adams to give all of' his property to his wife at his death, by the execution of a will to that effect, having been fully executed by the marriage and the subsequent making of the will became a valid, binding and executed contract; that the first will was irrevocable, and that any subsequent will was invalid for lack of power in the testator to execute it.

The appellant makes several objections to the judgment which deserve consideration. She does not question the well-established rule that it is possible for a person to bind himself, by contract, to leave his property in a particular way, and that if such a contract be validly made upon sufficient consideration it will be enforced in equity. She objects, however, that it cannot be enforced in this action. Her argument is that whatever claim plaintiff may have to all of the testator’s estate must rest upon her contract with him, and not upon the will made in fulfillment of it; that the action in this court for the probate of the first will is merely substitutional for the ordinary probate proceedings in the Surrogate’s Court, and that, but for the circumstance that the first will cannot be produced, application'for its probate would have to be made to the Surrogate’s Court, in which case that court would be obliged to refuse probate to the earlier will in favor of the later properly executed- will, leaving plaintiff to sue the executors of that will in equity. It is quite true that upon an application for probate the Surrogate’s Court would have no jurisdiction to try out the question of the making and effect of the ante-nuptial agreement, or to enforce its provisions. This is because the Surrogate’s Court is of limited jurisdiction and has no general equity powers. With the Supreme Court it is different. It has general equity [806]*806jurisdiction and is the court to which application would necessarily be made to enforce plaintiff’s claim. Section 1861 of the Code of Civil Procedure while it extends the jurisdiction of the Supreme Court to .the probating, under certain conditions, of wills does not purport to restrict, nor, in our opinion does it operate to restrict the general jurisdiction of the court, which still remains a court of general equity jurisdiction.

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Bluebook (online)
169 A.D. 802, 15 Mills Surr. 493, 155 N.Y.S. 873, 1915 N.Y. App. Div. LEXIS 5104, Counsel Stack Legal Research, https://law.counselstack.com/opinion/adams-v-swift-nyappdiv-1915.