Cornwell v. Riker

2 Dem. Sur. 354
CourtNew York Surrogate's Court
DecidedFebruary 15, 1884
StatusPublished
Cited by3 cases

This text of 2 Dem. Sur. 354 (Cornwell v. Riker) is published on Counsel Stack Legal Research, covering New York Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cornwell v. Riker, 2 Dem. Sur. 354 (N.Y. Super. Ct. 1884).

Opinion

The Surrogate.

In March, 1882, there were propounded in this court three written instruments, which, taken together, were claimed to express the testamentary purposes of Sarah Burr. Of these instruments, that which bears the earliest date purports to be her will. Bach of the others professes upon its face to be a codicil to the first. In behalf of certain heirs at law [356]*356and next of kin of decedent, objections in writing were formally interposed to each of these several papers. It was claimed that they should be denied probate :

First. Because of non-compliance with the requirements of law respecting the formalities of their execution.

Secondly. Because of mental incapacity on the part of the decedent to give them effect as testamentary dispositions of her estate.

Thirdly. Because of the exercise of undue influence and the resort to circumvention and fraud, whereby, if admitted to probate, they would accomplish not Sarah Burr’s purposes, but the purposes of some designing person or persons by whom she was unlawfully guided and controlled.

The questions thus raised by the petition for probate, and" the answers thereto, have been tried before the Surrogate, and the report of the testimony introduced by the contending parties covers more than 1,200 closely printed pages. A year elapsed between the day when the trial began and the day when its issues were formally submitted for my determination. Because of the grave importance of those issues, and the unavoidable delay in their presentation, I have felt unwilling to pass upon them until I could find an opportunity, such as has but lately been afforded, for a careful re-examination of all the evidence. The case has long been under advisement, therefore, though it has at no time seemed to me to present very embarrassing or complicated questions, either of law or of fact. The disclosures of the testimony, and the action of contestants’ counsel .thereupon, have greatly narrowed the field of inquiry [357]*357covered by the pleadings, and justify me in declaring at the outset, without stating the grounds of my conclusions, that the papers propounded as the will and the first codicil are entitled to be admitted as such to pro-hate, and that, as regards the instrument purporting to be the second codicil, its execution, so far as concerns mere statutory formalities, was in substantial accordance with all the requirements of law. The only matters, therefore, which are practically in controversy are these:

I. Was the decedent, at the time she executed this second codicil, possessed of testamentary capacity? And if that inquiry be answered in the affirmative, then,

II. Does that disputed paper express her own untrammeled wishes regarding the disposition of her estate.

It is well, perhaps, before discussing either of these questions in detail, to state certain facts which have a common bearing upon both.

Sarah Burr was born' in November, 1794, and was, therefore, at the time of her death in March, 1883, above eighty-seven years of age. She had outlived all her near kindred.. Her parents had died many years before; her only brother in 1831, and her last surviving sister in 1865. When she subscribed her name to this codicil, there was no person living except herself who was a descendant of either of her parents, nor, so far as the evidence discloses, was there then living any child or grandchild of any of her grandparents. Her father, Isaac Burr, had died in 1829, leaving, besides personal assets inventoried at $12,000, certain pieces of [358]*358real property, including a tract of land between Fortieth street and Forty-third street in the heart of this city, which proved to be the nucleus of the great fortune whose disposition is here in controversy. From this tract, which Isaac Burr used to call his “pasture, lot,” his children reaped no advantage until long after it came into their possession ; scarcely any, indeed, until the year 1850, when Sarah the youngest was fifty-six years of age, and Margaret the eldest was sixty-four. Meanwhile, they had been obliged, from time to time, to borrow money upon interest, that they might carry the burden of taxes and assessments, and were doubtless compelled, whether such a course accorded with their wishes or not, to practice habits of frugality and economy, such as were displayed by Sarah at least to the very close of her life.

On the 11th of August, 1863, the eldest daughter Margaret, who had then reached the age of seventy-six, executed her will. She had never married, nor had either of her sisters, of whom one was then seventy-four, and the other sixty-eight years of age. To those sisters and the survivor of them Margaret gave a life-interest in her entire estate, and, after their death, the remainder as follows: To twelve persons, her relatives and friends, divers sums, amounting in all to $67,000. To seventeen charitable, religious and educational societies, which she specified, other sums aggregating $330,000. To five societies, included among such seventeen, the amount then remaining, after first deducting $5,000-for each of three of the executors of the will. This instrument was admitted to probate in October, 1863.

[359]*359Mary Burr executed her will in March, 1864, and a codicil thereto in September of the game year. These instruments, both as to the form of their dispositions and as to their spirit and substance, were closely imitative of the will of Margaret. In substantially the whole estate Sarah was given a life interest. The remainder was ordered to be applied to the payment of a long list of legacies. About $100,000 were bequeathed to relatives and friends, and nearly $300,000 to twenty-five public institutions, five of which were made the beneficiaries of the entire residuary estate. This will audits codicil were admitted to probate in August, 1864.

The will of Sarah Burr is dated April 3rd, 1866. It directs the distribution of $87,000 among certain of her relatives and friends, and $285,000 among twenty specified religious, benevolent and educational societies. It makes six of such societies residuary legatees. June 30th, 1869, is the date of decedent’s first codicil. By the first clause of that instrument, she gives in trust to her executors the sum of $200,000, for the establishment of a Good Samaritan dispensary for the benefit of the poor of the city of New York. After disposing by other clauses of considerable sums of money, she bequeaths to certain specified charitable and religious institutions the sum of $100,000. The so called second codicil, which is here the subject of controversy, was executed on September 30th, 1881. It begins with the following preamble: “ Whereas my residuary estate has largely increased since the making of my will and of the first codicil thereto, and many benevolent institutions have been created in the meantime ; now, in order to carry out more widely the charitable and religious purposes [360]*360intended by me, I do hereby, ont of my personal estate and the proceeds of my real estate, give and bequeath the sums following.” Then comes a list containing the names of fifty-six societies, and allotting among them legacies of well nigh a half million of dollars. Thirteen of these fifty-six find place among the twenty legatees of the residue, which is wholly bestowed upon public institutions.

It is convenient at this point to note some of the circumstances attending the preparation of this paper. These circumstances, so far as they are known to Mr. JohnH.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

United States v. Lee Huen
118 F. 442 (N.D. New York, 1902)
In re Mabie's Will
1 Pow. Surr. 503 (New York Surrogate's Court, 1893)
In re Bartholick's Will
5 N.Y.S. 842 (New York Surrogate's Court, 1889)

Cite This Page — Counsel Stack

Bluebook (online)
2 Dem. Sur. 354, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cornwell-v-riker-nysurct-1884.