Bennett v. Bennett

50 A.D. 127, 63 N.Y.S. 387
CourtAppellate Division of the Supreme Court of the State of New York
DecidedMarch 15, 1900
StatusPublished
Cited by5 cases

This text of 50 A.D. 127 (Bennett v. Bennett) 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
Bennett v. Bennett, 50 A.D. 127, 63 N.Y.S. 387 (N.Y. Ct. App. 1900).

Opinion

Laughlin, J.:

The action was brought under section 2653a of the Code of Civil Procedure by a son of the testatrix to have the probate of her will determined invalid.

The will was made and bears date May 12, 1896. The testatrix died on the 10th day of September, 1897, and the will was admitted to probate on December 1, 1897. The decedent left three sons, Madison B., the plaintiff, Andrew Bay, the appellant, and Ellsworth. She owned property of the value of about $5,000, consisting of a farm of 110 acres, the homestead on which she resided, and personal property, all of which, after the payment of her debts and the erection of a monument; at a cost not exceeding $500, she devised to the appellant.

The complaint alleges (1) incompetency, (2) undue "influence and fraud, and (3) that the will was not executed according to law. On the trial evidence was given on all of these issues, and the court, in submitting the case to the jury, required a separate finding on each. The jury found specially that the decedent was incompetent to make a will; that its execution was procured by fraud and undue influence, and that it was not executed in the manner required by the statute, the question in that regard being whether the testatrix signed before or after the subscribing witnesses affixed their signatures.

[129]*129One of the subscribing witnesses testified that the witnesses signed first and the other that the testatrix signed first. This presented a •question of fact for the jury and no exception was taken to its submission, and we find no error in that regard. The appellant’s counsel, however, duly moved at the close of the evidence for a dismissal ■of the complaint as to the other grounds and excepted to the court’s refusal to grant such motion, and likewise excepted to the submission ■of the other questions to the jury on the ground that the evidence was insufficient to warrant findings thereon adverse to his client.

The decedent’s son Ellsworth, after testifying, without objection, to an interview with his mother about a week before she executed the will, tending to show her incompetency, was recalled by the plaintiff, and, evidently for the purpose of removing his disqualifi- • cation under section 829 of the Code of Civil Procedure, he proved his signature to a paper, not under seal, but acknowledged by him that day, entitled in the matter of the estate of his mother, which recited that, in consideration of a transfer of real estate made to him by his mother on the 18th day of April, 1896, he released all his right, title and interest in and to the real and personal property of which she died seized, and he acknowledged full satisfaction of .all claims against the estate, the executor, administrator and heirs and next of kin of his mother.

This paper was received in evidence under appellant’s objection and exception, and the plaintiff offered to file it in the surrogate’s office. It was addressed to no one and it was not shown that it had been delivered to any one. It was ineffectual to release the interest of the witness, and would not have estopped him from claiming his interest as heir should the will be annulled. (Comstock v. Smith, 7 Johns. 87; Matter of Torkington, 79 Hun, 128 ; Jackson v. Stackhouse, 1 Cow. 122; Crawford v. Millspaugh, 13 Johns. 87; Seymour v. Minturn, 17 id. 169; Morgan v. Smith, 7 Hun, 247; Baird v. Baird, 81 id. 300; 145 N. Y. 659 ; Gray v.Barton, 55 id. 69; Gallo v. Mayor, 15 App. Div. 61.) Nor did its execution, even if effectual to pass his interest, remove his disqualification as a witness under section 829 of the Code. If his interest in the estate was thereby released it enlarged the interest of each of the other heirs therein.

[130]*130His testimony as to a personal transaction with his mother would still be incompetent under said section, inasmuch as the plaintiff, in whose behalf he was called, would then derive part of his title and interest from the witness by virtue of said release. (O'Brien v. Weiler, 140 N. Y. 284; Ditmars v. Sackett, 92 Hun, 384; Smith v. Cross, 90 N. Y. 549; Mattoon v. Young, 45 id. 696 ; Lyon v. Snyder, 61 Barb. 172.)

This witness was thereupon permitted to testify, under the appel- • lant’s objection under section 829 of the Code of Civil Procedure, to conversations with his mother in February, after she made the will, in which she said she had made no will, but contemplated making one soon, and intended to leave the farm of 110 acres to the-plaintiff and appellant equally, and other declarations by the decedent before and after making the will, indicating that she was quite . displeased with appellant’s conduct in not wanting her other sons to-come to see her, and that she was not living pleasantly with him and calculated t© convey the impression that he was unkind and inconsiderate toward her.

The witness in narrating these conversations with his mother testified to statements made to her by himself reflecting on appellant’s-conduct toward his mother and brothers, and attributing his failure and that of the plaintiff to call upon her more often to the disagreeable conduct of appellant toward them when they did come.

The reception of this evidence as has been seen was error, and the question is whether, in view of the finding on the other issue,, to which it did not relate, that the will was not properly executed, the error becomes immaterial and does not require reversal. For the purpose of examining the effect of this error in the reception of evidence and without intending to hold that the evidence was insufficient to require its submission* to the jury, it may fairly be-stated that the plaintiff presented a weak case on the question of incompetency and his case was not strong on the question of fraud and undue influence. Her other sons were 'married and lived in the-neighborhood, but appellant resided with testatrix from the death of his father, which occurred fifteen years before, and worked the farm. During that time he and his mother accumulated most of the-property in controversy.

The testatrix was eighty-three years old, but had generally enjoyed [131]*131good health until some months after the making of the will. Twenty-four days before the execution of the will she executed and delivered to Ellsworth, as a gift, a deed of fifty-seven acres of land,, and he immediately took possession thereunder. The same premises, were devised to him in the will. There was evidence tending to show that she had expressed an intention of leaving the remaining-farm to plaintiff and appellant equally.

No case in point has been cited, and the only case we find in this-State bearing directly on the question is Petrie v. Petrie (2 Silver. Sup. Ct. 438; affd., 126 N. Y. 683) where in a partition action similar issues involving the validity of a will were settled and sent to a jury, but only the questions of in competency and fraud and undue influence were actually submitted to the jury as the proper execution of the will was conceded.

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Related

In re the Probate of the Will of Aievoli
272 A.D.2d 544 (Appellate Division of the Supreme Court of New York, 1947)
In re the Judicial Settlement of the Estate of Milliette
123 Misc. 745 (New York Surrogate's Court, 1924)
In re Proving the Last Will & Testament of Klein
118 Misc. 423 (New York Surrogate's Court, 1922)
In Re the Probate of the Will of Kindberg
100 N.E. 789 (New York Court of Appeals, 1912)
In re the Last Will & Testament of Fitzgerald
2 Mills Surr. 82 (New York Surrogate's Court, 1900)

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Bluebook (online)
50 A.D. 127, 63 N.Y.S. 387, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bennett-v-bennett-nyappdiv-1900.