Evans v. Trimble

88 Misc. 667, 13 Mills Surr. 449, 152 N.Y.S. 333
CourtNew York Supreme Court
DecidedJanuary 15, 1915
StatusPublished
Cited by3 cases

This text of 88 Misc. 667 (Evans v. Trimble) 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
Evans v. Trimble, 88 Misc. 667, 13 Mills Surr. 449, 152 N.Y.S. 333 (N.Y. Super. Ct. 1915).

Opinion

Rudd, J.

On June 17,1910, Elizabeth T. Evans, the wife of Charles P. Evans, the plaintiff, executed a paper which has been admitted to probate by the surrogate of Albany county as the last will and testament of Elizabeth T. Evans.

By the decree of the surrogate granting probate to the instrument mentioned, probate was denied to a paper dated March 19, 1912, which was then claimed by Charles P. Evans, who is the plaintiff in this action, to be the last will and testament of Elizabeth T. Evans.

This action is brought under section 2653a of the Code of Civil Procedure in which judgment is asked decreeing that the instrument bearing date June 17, 1910, be adjudged not to be the last will and testament and that the probate thereof be vacated and asking [669]*669judgment that the paper dated March 19, 1912, be adjudged and decreed to be the last will and testament of Elizabeth T. Evans.

The decree of the surrogate admitting to probate the will of June 17, 1910, was affirmed upon appeal to the Appellate Division without opinion. 158 App. Div. 894.

This action was tried before the court with a jury, but after motions had been made by the respective parties asking the direction of a verdict it was stipulated by the counsel that the questions should be taken from the jury for the court to decide, and therefore the court is called upon to dispose of the questions of law and fact here presented.

There is no serious contention but that each of these papers was executed by Elizabeth T. Evans with all the formalities required by law.

The surrogate determined when he admitted to probate the paper dated June 17, 1910, that the will of 1912 was executed with the formalities required by the Statute of Wills. See opinion of Surrogate Vanderzee.

The question really to be determined is which paper is the last will and testament.

By the paper of March 19,1912, all former wills are revoked. If this paper is the last will and testament the instrument which heretofore has been admitted to probate by the surrogate of Albany county of course is not the last will and testament of Elizabeth T. Evans.

Upon the trial in accordance with the provisions of section 2653a of the Code of Civil Procedure a prima facie case was made on the part of defendants by the introduction in evidence of the will of June 17, 1910, with the decree admitting the same to probate.

If the will of March 19,1912, was properly executed, [670]*670the testatrix having sufficient mental capacity at the time, and she was not under restraint or undue influence, then the probate of the former will cannot stand, and the will of March 19, 1912, should be received as the last will and testament of the testatrix.

' The proof shows that the will of March 19, 1912, as before stated, was signed with all the necessary formalities.

The burden is upon defendants to show that the second will is the result of mental incapacity or undue influence.

Chief Judge Cullen said, in Matter of Kindberg, 207 N. Y. 228: ‘ ‘ Undue influence is an affirmative assault on the validity of a will, and the burden of proof does not shift, but remains on the party who asserts its existence. ’ ’

Undue influence here is asserted by the defendants. It is that upon which the defendants mainly rely.

While the defendants contend that by reason of the illness of testatrix at the time of the signing of the paper dated March 19, 1912, she was not qualified or competent to make a last will and testament, still the main contention in the case is that of undue influence of her .husband, who was a lawyer, and who prepared the will of March 19, 1912, in which a change was made in the disposition of her property, as compared with the will of June 17, 1910, and that because such change or disposition of the property worked in the favor of the husband, that therefore, and because of these circumstances, there was exerted by the husband upon the wife an undue influence, resulting in a restraint upon the wife so that the paper of March 19, 1912, was not her free act.

A careful reading of the record, a studying of the testimony given by the witnesses and a careful consideration of the argument presented on behalf of the [671]*671defendants, fail to present evidence or argument based upon the evidence which sustains the burden which the defendants here under recent adjudication must sustain.

There is not proof of fraud. It cannot be said that the testatrix’s illness was of such a nature or of such a duration as to have affected her testamentary capacity. There is no proof that deception was exerted.

The testatrix asked her neighbors to attend at a subsequent time when she expected to execute a will, in which it was her purpose to make some changes, evidently referring to a former will by her executed. They did so attend and the acts of signing and publication meet the requirements of the law.

No witnesses were called by the defendant with a view of sustaining the allegation of undue influence or coercion.

When undue influence is relied upon to annul testamentary disposition it must be proved, it cannot be presumed.

We cannot be led to find a presumption of undue influence by evidence to the effect that the plaintiff in this case, who was the husband of the testatrix, was a lawyer.

While in Matter of Gallup, 43 App. Div. 442, it has been well said “A will made by a client in favor of his lawyer is viewed with great suspicion by the courts,” it must be remembered that the writermf that statement was considering a condition which arose with reference to the disposition of property by a testatrix upwards of ninety years of age who had signed a codicil not only in favor of her lawyer but really in favor of a lawyer who was in fact almost professionally a stranger to her.

[672]*672Where the lawyer happens to be the husband who had not only drawn the will now presented in this action for probate, but also the prior instrument of June 17, 1910, and who evidently drafted a new proposed will in accordance with some expressed wish of testatrix, as indicated by her statement to the witness Callan, which was to effect a change in her previous will, he does not bear that relation of a lawyer to a client which is contemplated in the expressions of the court to which reference is made in the Gallup case.

The testatrix was a woman who had for many' years been engaged in business; she was fifty-eight years of age; she was up to her last illness a woman of ordinary vigor, and the will prepared by her husband was evidently prepared as the result of a suggestion from her.

The transaction between the testatrix and her husband, who was a lawyer, does not raise a presumption of invalidity, in fact the court has said in the Kindberg case: The rule that a transaction between an attorney and client conferring a benefit or advantage on the former is presumptively invalid, and the burden of relieving himself from that presumption rests on the attorney, is confined to transactions or gifts inter vivos and does not apply in all strictness to a gift by will. ’ ’

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Related

In re the Probate of the Will of Anderson
3 Misc. 2d 869 (New York Surrogate's Court, 1956)
In re the Probate of the Last Will & Testament of Schillinger
135 Misc. 42 (New York Surrogate's Court, 1929)
Evans v. Trimble
169 A.D. 363 (Appellate Division of the Supreme Court of New York, 1915)

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Bluebook (online)
88 Misc. 667, 13 Mills Surr. 449, 152 N.Y.S. 333, Counsel Stack Legal Research, https://law.counselstack.com/opinion/evans-v-trimble-nysupct-1915.