In re Carver's Will

1 Pow. Surr. 316, 3 Misc. 567, 23 N.Y.S. 753
CourtNew York Surrogate's Court
DecidedMay 10, 1893
StatusPublished
Cited by8 cases

This text of 1 Pow. Surr. 316 (In re Carver's Will) 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
In re Carver's Will, 1 Pow. Surr. 316, 3 Misc. 567, 23 N.Y.S. 753 (N.Y. Super. Ct. 1893).

Opinion

Davie, S.

This is a proceeding to secure probate of the instrument propounded as the last will and testament of the deceased, such probate being opposed upon the grounds of alleged fraudulent alteration, undue influence, and lack of testamentary capacity.

Solander Carver died at the town of Great Valley, in the County of Cattaraugus, on the 1.4th day of February, 1893, at the age of 69 years, leaving him surviving his widow, Rebecca Carver, one sister, several nephews and nieces, but no children or lineal descendants, and possessed of real estate of the value of about $7,000, and personal property to the amount of $14,000. The instrument presented for probate herein bears date on the 9th day of February, 1893, and by its terms be[318]*318queaths to the widow all of testator’s household fumriture and an annuity of $400 during life. It gives to each of the sons and daughters of a deceased sister of testator small legacies in money; bequeathes to Viola A. Bailey, another niece, an interest in a certain real estate mortgage known as the “Riles mortgage and devises the real estate to the proponent, and gives to him the residuum of the estate after payment of such legacies and the death of the annuitant. The proponent and the legatee Bailey are children of the only living sister of deceased; the contestants William Scoby and Jennie Rorton are children of a deceased sister of the testator; and the minors, who appear herein as contestants by their special guardian, are grandchildren of said deceased sister.

A methodical analysis of the objections urged against probate herein, and of the facts and circumstances upon which the same are predicated, leads us first to an examination of the claim of fraudulent alteration. Questions of this character have been before the courts so frequently that there need be but little difficulty in determining the general legal principles applicable thereto, and in passing it will be observed that moré marked distinctions exist between alterations, erasures and interlineations appealing from inspection of wills than any other class of legal documents. As a general rule such alterations, in the absence of proof to the contrary, are presumed to have been made before the execution of the writing in which they appear. Such presumption seems to have had its origin in the fact that material alterations modifying or defeating vested rights under written documents are usually the outgroAvth of a criminal intent, the existence of Avliich the lavv does not Avillingly presume, always preferring the presumption of innocence to that of guilt; but an exception to such rule exists in ease of wills, which from their very nature cannot become operative or vest any rights, and which are absolutely subject to the volition of the testator, to the time of his demise, and Avhere the necessity for the presumption above referred to does not exist. The generally recognized rule is that, where alterations appear upon the face of a [319]*319testamentary disposition of property, such alterations are presumed to have been made after execution, rendering it necessary for those seeking to establish a will containing such apparent defects to overcome such presumption by proof, direct or inferential. Wetmore v. Carryl, 5 Redf. Sur. 544; Dyer v. Erving, 2 Dem. Sur. 160. The Court of Appeals, in a somewhat recent case bearing upon this subject, says that, “where an interlineation, fair on the face of the instrument, is entirely unexplained, we do not understand that there is any presumption that it was fraudulently made after execution” (Crossman v. Crossman, 95 N. Y. 145-152) ; but in that case the application of the principle there enunciated was limited to wills where the interlineation was fair upon its face; for the court says that, if there are any suspicious or doubtful circumstances growing out of the mode of alteration, the ink in which it was made, the fact that it was in favor of the party holding the instrument, and that it is not noted at the bottom, then these and all the other circumstances pertaining thereto become questions of fact for the consideration of the trial court in determining whether such alteration was made before or after execution.

The second point of variance between wills and other instruments containing alterations is the effect thereof upon the validity of the instrument containing them. It is the general rule that a material alteration in written documents, made after execution, for fraudulent purposes, vitiates the entire instrument. Such, however, is not ordinarily the ease with wills. The effect of an unauthorized and unauthenticated erasure or interlineation in a will, made after execution, is to render the change thereby sought to be made inoperative, leaving the will to stand in form and effect as before such alteration was attempted. The reason for such a rule in case of wills is apparent. The statute has surrounded the execution of testamentary instruments with certain reasonable forms and ceremonies as a shield and protection against fraud and imposition, and the purpose of such precautionary measures might be entirely defeated if held applicable only to the original execution, leaving all subsequent alter[320]*320ations and modifications, however important, to be made without such protection.

The first item of the will in this case is as follows:

“First. After all my lawful debts are paid and discharged, I give and bequeath unto my beloved wife, Rebecca Carver, out of the avails of my personal estate, the sum of four hundred dollars annually, to be paid to her on demand by executor during her life. I also bequeath to my said wife all of my household furniture, goods, books, pictures, organ, clothing, etc., to be accepted in lieu of dower.”

It is asserted by the contestants that the words “to be accepted in lieu of dower” were inserted after the execution of the will. This allegation presents a question of considerable importance, and one worthy of careful consideration, for the legal effect of the words claimed to have been added is to very materially diminish the value of the widow’s interest in the estate of the deceased. If it appears with reasonable certainty from an inspection of the instrument that such words were not written at the same time as the other portions of the will, then the presumption is that they were inserted after execution, because in this case the alteration does operate in favor of the party holding the instrument, and it becomes his "duty to show sufficient facts to overcome such presumption. This will is written upon the usual printed blank with ruled lines, and all thereof except the signatures of the testator and attesting witnesses was in the handwriting of the proponent, , The words, “clothing, etc., to be accepted in lieu of dower,” are -written upon' and constitute one entire line in regular order,—no crowding of words'or letters, and no alterations', erasures or interlineations, or other peculiarities observable from inspection, except that the letters in the-words “to be accepted in lieu of dower” are somewhat heavier, and of a slightly darker shade, than the letters in most' of the other portions of said instrument, but no darker and but little heavier than the word “fifth,” at the beginning of the fifth item of said will, and neither darker nor heavier than the letter “S” in the name of the deceased at the beginning of the [321]*321■will.

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

Related

In re the Estate of Smith
161 Misc. 194 (New York Surrogate's Court, 1936)
In Re Dillard's Estate
1931 OK 132 (Supreme Court of Oklahoma, 1931)
Ramseyer v. Dennis
116 N.E. 417 (Indiana Supreme Court, 1917)
Bayley v. Beekman
133 A.D. 888 (Appellate Division of the Supreme Court of New York, 1909)
In re the Probate of the Last Will & Testament of Kissam
6 Mills Surr. 440 (New York Surrogate's Court, 1908)
In re the Contested Will of Dwyer
1 Mills Surr. 290 (New York Surrogate's Court, 1899)
In re Carver's Will
28 N.Y.S. 1126 (New York Supreme Court, 1894)

Cite This Page — Counsel Stack

Bluebook (online)
1 Pow. Surr. 316, 3 Misc. 567, 23 N.Y.S. 753, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-carvers-will-nysurct-1893.