Cassidy v. Savage

150 Misc. 127, 269 N.Y.S. 751, 1934 N.Y. Misc. LEXIS 1107
CourtNew York Supreme Court
DecidedJanuary 13, 1934
StatusPublished
Cited by3 cases

This text of 150 Misc. 127 (Cassidy v. Savage) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cassidy v. Savage, 150 Misc. 127, 269 N.Y.S. 751, 1934 N.Y. Misc. LEXIS 1107 (N.Y. Super. Ct. 1934).

Opinion

Schenck, J.

This is an action in which the plaintiff asks a declaratory judgment adjudging the will of John Clinton Cassidy to be null and void because of his alleged lack of testamentary capacity and by reason of undue influence, and that the defendants be enjoined from distributing certain trust funds which were bequeathed by the will of John Clinton Cassidy under power of appointment.

It appears from the complaint that William R. Cassidy died in 1916, leaving a last will and testament which was admitted to probate by the surrogate of Albany county. Under the terms of his will, William R. Cassidy created a trust for the benefit of John Clinton Cassidy and gave the said John Clinton Cassidy a power of appointment by will as to the corpus of the trust.

John Clinton Cassidy died in 1932 and his will was admitted to probate by the surrogate of Albany county in July, 1932. Under [128]*128this will, John Clinton Cassidy exercised his power of appointment, leaving his entire estate to Juliette Bevington, his mother.

William R. Cassidy left him surviving the plaintiff, a brother, and a nephew, John Clinton Cassidy, and a niece, Frances E. Heiner. John Clinton Cassidy left him surviving a mother, Juliette Bevington, and a sister, Frances E. Heiner.

On the probate of the will of John Clinton Cassidy, the plaintiff, Edward R. Cassidy, received no formal notice. He claims that John Clinton Cassidy was an incompetent person, and that he did not have capacity to make the will whereby the power of appoint-, ment was exercised.

Plaintiff seeks to have the will of John Clinton Cassidy set aside. In that event, the plaintiff, who is a brother of William R. Cassidy, the donor of the power of appointment, would be entitled to a substantial portion of the said William R. Cassidy’s estate.

In order to have the will of John Clinton Cassidy declared null and void, plaintiff brings this action in the Supreme Court.

The claim of the plaintiff is that the Surrogate’s Court is without jurisdiction and power to grapple with the special problems presented in this case. Plaintiff’s main contention is that he is not interested in the estate of John Clinton Cassidy, claiming nothing as a distributee or as a beneficiary under his will, and, therefore, he is not a proper party to probate proceedings in the Surrogate’s Court. A power of appointment is not an estate or interest but a mere authority to create an estate or interest. (Eells v. Lynch, 8 Bosw. 465, 482; Boot v. Stuyvesant, 18 Wend. 257, 283.)

Plaintiff is, however, interested in the will of John Clinton Cassidy, as it directly deprives him of a substantial fortune, if valid. Has the Surrogate’s Court power to deal with such an interest?

The jurisdiction and powers of the surrogate have been materially extended since 1914, when the Legislature enacted chapter 443 of the Laws of 1914, as proposed by the Commission to Revise the Practice and Procedure in Surrogate’s Courts. In the report of that Commission the committee said: “ The jurisdiction of the Surrogate’s Court is enlarged, so that a final determination may be made in that court of all matters relating to the affairs of a decedent.

Provision is made for trial by jury of any controverted question of fact in the adjudication of which any party has a constitutional right to such trial. This will prevent the multiplicity of trials which may now be had in probate proceedings and permit the surrogate to determine finally all the issues in respect to the validity of a will.

[129]*129“ The need of modernizing the practice of allowing statutory-double trials was pointed out by Justice Follett, in delivering the opinion of the court in Bowen v. Sweeney (89 Hun, 359, 366 — 7; affd., 154 N. Y. 780):‘ It is apparent that under our boasted reform procedure a will relating to realty and personalty may be declared void because of the insanity of the testator, or for any other cause, in respect to one species of property and valid in respect to the other kind of property, upon the ground that the testator was sane, and so there may be two final adjudications, both supposed to be verities, one affirming a will to be valid and the other affirming it to be void. And in case a will relating to realty and personalty is admitted to probate in the Surrogate’s Court, and the decision is reversed by the Supreme Court and the issues are tried before a jury, which are found in favor of the validity of the will, upon which an adjudication is entered by the Surrogate’s Court decreeing the will to be valid, the heir may, notwithstanding, retry the question as to the realty, and possibly, as in the case at bar, obtain a verdict and a judgment that the will is invalid. But the remedy for this incongruous and absurd procedure by which judgments diametrically opposed to each other may be recovered in respect to the same will, does not lie with the courts, but with the Legislature.’

When a testator dies, leaving mortgaged real estate only, his heirs or devisees ought to be able to sell that realty immediately upon the probate of the will. But the possibility that some dissatisfied heir of the family may bring action under section 2653-a within two years of the probate (and protract the action for several years) acts as a cloud on the alienability of the property by the heirs or devisees at the very time when liquid assets are most necessary to pay the decedent’s debts.” (Report of Surrogates’ Revision Commission, 1914, p. 1.)

In the proposed revision the changes in jurisdictional provisions applicable to Surrogate’s Courts were reported as follows, the matter in parentheses being omitted and the matter italicized being new.

Section 2510 (2472). General jurisdiction of Surrogate’s Court. Each surrogate must hold, within his county, a court, which has, in addition to the powers conferred upon it, or upon the surrogate, by special provision of law, jurisdiction, as follows:

“ (6). To administer justice in all matters relating to the affairs of decedents, and upon the return of any process to (according to the provisions of the statutes relating thereto) try and determine all questions, legal or equitable, arising between any or all of the parties to any proceeding, or between any party and any other person having [130]*130any claim, or interest therein who voluntarily appears in such proceeding, or is brought in by supplemental citation, as to any and all matters necessary to be determined in order to make a full, equitable and complete disposition of the matter by such order or decree as justice requires.

(This jurisdiction must be exercised in the cases and in the manner prescribed by statute.)

“And in the cases and in the manner prescribed by statute:

1. To take the proof of wills; to admit wills to probate (to revoke the probate thereof); and to take and revoke probate of heirship.” (Report of Surrogates’ Revision Commission, 1914, p. 39.)

Prior to 1914 provision was made for a revocation of probate in sections 2647 to section 2653-a of the Code of Civil Procedure. For convenience these sections will be quoted in full:

“ § 2647. Persons interested may apply to revoke probate.

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Related

In re the Probate of the Will of Heyward
13 A.D.2d 671 (Appellate Division of the Supreme Court of New York, 1961)
Crempa v. Oakley
9 Misc. 2d 583 (New York Supreme Court, 1958)
In re the Estate of Rogers
168 Misc. 633 (New York Surrogate's Court, 1938)

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Bluebook (online)
150 Misc. 127, 269 N.Y.S. 751, 1934 N.Y. Misc. LEXIS 1107, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cassidy-v-savage-nysupct-1934.