Dyer v. Erving

2 Dem. Sur. 160
CourtNew York Surrogate's Court
DecidedApril 15, 1882
StatusPublished
Cited by1 cases

This text of 2 Dem. Sur. 160 (Dyer v. Erving) 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
Dyer v. Erving, 2 Dem. Sur. 160 (N.Y. Super. Ct. 1882).

Opinion

The Surrogate.

The will of the testator has been, admitted to probate in this court. By its first clause, his entire estate is given to two persons, in trust for the purposes thereinafter named. By its second clause, those trustees are directed to pay to his sister Harriet Erving, during her life, the net interest and income of his estate, excepting “those items named - in a memorandum accompanying and referred to in clause fourth of this will.” By the last named clause, the testator directs that, after the death of his sister, his trustees and executors shall distribute certain legacies, to sundry institutions and persons named in “three memorandums left with this will for their guidance.”

Ho one of the memoranda thus referred to was propounded with the will.

On the 17th of January last, Harriet Erving filed a petition asserting that these memoranda formed a necessary and important part of the testator’s will, and as such ought to be. admitted to probate. Citation was thereupon issued to the executors and to the heirs at law, next of kin and residuary legatees of the testator, directing them to appear on the 20th of March last, and show cause why these memoranda should not be proved as part of the will. Upon the return of that citation it was stated, on behalf of the executors, and was admitted to be true, that there were named as legatees by these memoranda very many persons who had not been notified to appear.

It was suggested that, before the question was considered whether the memoranda should be allowed probate, all such persons ought to be cited. There are, it appears, about sixty individuals, among whom nearly [163]*163fifty thousand dollars are distributed in general legacies, and there are more than that number to whom specific legacies are bequeathed.

The question here raised should be treated precisely as if it had arisen when the will was offered for probate. There is manifestly no reason why any person or persons should now be cited, whom it would not have been necessary to cite, if the executors had propounded these papers with the will itself. It is provided by § 2614 of the Code that a person designated in a will as legatee may present a petition for its probate, and praying that the persons specified in the next section may be cited to attend. Upon the presentation of such petition it is made the duty of the Surrogate to issue a citation accordingly. Section 2615 declares what persons must be cited, and the only persons named, with whom we have any concern in the present case, are the heirs at law and the next of kin.

Section 2617 provides that any person who is named as a legatee, although he has not been cited, may appear, and at his election support or oppose the application for probate. It adds that a person so appearing becomes a party to the proceeding. Neither this section nor § 2615 seems to be consistent with the claim that the citation of other legatees is ever necessary to give the Surrogate’s court jurisdiction of such a proceeding as the present.

Mr. Throop appends a note to this section in his edition of the Code. “Under the former statute,” he says, <£as the citation must have been served on those who would succeed to the estate if there was no will, they were by implication permitted to oppose the pro[164]*164bate, but no provision was made for the intervention of legatees or devisees, for they were supposed to be, and doubtless usually were, sufficiently represented by the' executor.”

I find but one reported case deciding the precise question here raised, but there have been many decisions in the courts of this State upon "a matter closely analo-. gous.. ' .

It was held in the case of Brown v. Ricketts (3 Johns. Ch., 553) that, where bequests were made by a will to several' persons, one of them alone might file a bill against the executor for the payment of his legacy, but that, where a bill was for the- residue, all the residuary legatees must be parties. To the same effect are Davoue v. Fanning (4 Johns. Ch., 199); Fish v. Howland (1 Paige, 20); Kettle v. Crary (1 Paige, 417); Hallett v. Hallett (2 Paige, 15); Cromer v Pinckney (3 Barb. Ch., 466); McKenzie v. L’Amoureux (11 Barb., 516); Towner v. Tooley (38 Barb., 598). It was decided by Surrogate Bradford, in Walsh v. Ryan. (1 Bradf., 433), that legatees might intervene on probate if they asked leave to do so, but that it was not necessary that they should be cited to attend.. Ho authorities maintaining an opposite view, have come under my observation. I hold, therefore, that the proceeding for admitting to probate these memoranda has been properly instituted.

In March, 1884, the main question came up for determination on motion for confirmation of the referee’s report, the following opinion being delivered:

Soon after the death of this decedent, in the year 1879, a paper propounded as his will [165]*165was admitted to probate in the Surrogate’s court of this county. The fourth clause of that instrument, as it stands recorded, directs the testator’s executors to distribute “ certain bequests in money and personal effects to sundry institutions and persons named in three memorandums left with this will for their guidance.” When the will was propounded, no papers were produced before the Surrogate, as and for the “memorandums” thus referred to. The instrument was accorded probate without regard to such memoranda, and without regard also to the appearance upon its face of several important alterations, whose significance and effect will be hereafter considered.

Three papers which are claimed to be the “memorandums ’ ’ designated in the will are now before the Surrogate. It is alleged in the petition of Harriet Erving, a half sister of testator and one of his legatees and next of kin, that these papers are in the handwriting of the testator, and that they were prepared by him, as she is informed and believes, at or before the time when the will itself was executed, and with an intention on his part that they should be treated by his executors as forming a part of that instrument. She asks that they be admitted to probate accordingly.

Upon the filing of this petition, citations were duly issued to all persons entitled to be made parties to the proceeding. Emelia Greene and Merced Greene, nieces of the testator, and constituting with the petitioner herself his only next of kin, appeared by counsel, and united in the prayer of her application.

The testator’s executors thereupon filed an answer, wherein they alleged their lack of knowledge and of [166]*166information warranting a belief as to whether the memoranda referred to by the petitioner were made by the testator at or before the time when he executed his will, and wherein they alleged also that, upon the face of that will, there were apparent certain alterations and obliterations, some of which occurred in the very clauses that made reference to the memoranda. They prayed that, in view of these facts, the probate should be opened and proofs taken for ascertaining whether such alterations and obliterations were made before or ' after the execution of the will, and whether, at the time of such execution, the memoranda in question were or were not all or any of them in existence, and were or were not all or any of them incorporated by the testator into his will, and entitled to be admitted to probate accordingly.

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In re Carver's Will
1 Pow. Surr. 316 (New York Surrogate's Court, 1893)

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Bluebook (online)
2 Dem. Sur. 160, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dyer-v-erving-nysurct-1882.