In re Dale's Will

9 N.Y.S. 396, 63 N.Y. Sup. Ct. 169, 30 N.Y. St. Rep. 419, 56 Hun 169, 1890 N.Y. Misc. LEXIS 187
CourtNew York Supreme Court
DecidedMarch 14, 1890
StatusPublished
Cited by6 cases

This text of 9 N.Y.S. 396 (In re Dale's Will) 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
In re Dale's Will, 9 N.Y.S. 396, 63 N.Y. Sup. Ct. 169, 30 N.Y. St. Rep. 419, 56 Hun 169, 1890 N.Y. Misc. LEXIS 187 (N.Y. Super. Ct. 1890).

Opinion

Daniels, J.

The deceased died on the 13th of April, 1885. He was unmarried, and left at the time of his decease a sister and three half brothers as .his heirs at law and next of kin. The paper proposed to be proved as his will was dated on the 22d of July, 1884. It was wholly in the handwriting of the deceased, and was witnessed by Samuel P. Weir and Edward Fesser, but it [397]*397was followed by no attesting clause. Upon the hearing following the presentment of this paper to the surrogate for probate, it was rejected because of the insufficiency of the evidence to prove a compliance with one of the statutory requirements necessary to be observed for the establishment of the instrument as a will. The appellants, who were legatees named in the will, were not parties to that hearing before the surrogate, and afterwards applied to him to vacate the decree, and admit the instrument to probate as a will, and an order was made on their application by the surrogate, directing a further hearing of the case, upon which the petitioners were to be allowed to show that the instrument was duly published as a will according to law; and, if that fact should be established, that then the decree rejecting it as a will should be vacated and set aside, but,6 if they should fail to make such proof, then the decree already entered, it was declared, should stand. There can be no doubt from the nature and tenor of the instrument that it was intended by the deceased to be bis will, under whose provisions his entire estate was to be distributed. Neither can there be any doubt that the testator subscribed the instrument as that was required to be done by the statute, and the subscription of his name to the instrument was proved to have been acknowledged by him to each of the attesting witnesses; but the defect in the evidence upon which probate was refused to this instrument was that the fact had not been proved that the testator, either at the time of subscribing the instrument, or of the acknowledgment that it had been subscribed by him, had declared it to be his last will and testament. This the statute has required to be done to create a valid execution of the instrument as a will, even where it may have been written, as this instrument was, wholly by the deceased. Its language is that “the testator, at the time of making such subscription, or at the time of acknowledging the same, shall declare the instrument so subscribed to be his last will and testament,” (3 Rev. St., 6th Ed., p. 63, § 38;) and substantially, although not a literal compliance with this requirement, was accordingly required to be proved to have taken place, to entitle this instrument to probate as a will. This is not only the language clearly expressed of the statute, but its observance has been uniformly and substantially required by the courts. And in Gilbert v. Knox, 52 N. Y. 125, it was held that, before a will can be admitted to probate, it must appear affirmatively that the statute has been complied with; and to comply with the requirement of subdivisions 2 and 3 of this section of the statute the testator must, either at the time of subscribing the instrument, or at the time of acknowledging it, declare it to be his last will and testament; and to observe this requirement proof that the nature of the instrument was known to the testator was not of itself sufficient, but it was requisite that “knowledge that the instrument which the witnesses are called upon to attest is a will must be communicated to them by the testator at the time of his subscription or acknowledgment; and knowledge derived from any other source, or at any other time, of the same fact, cannot stand as a substitute for the declaration of the testator,” (Id. 128;) and this principle was approved and followed in Woolley v. Woolley, 95 N. Y. 231. And so it was in the Case of Cottrell, Id. 329, where the statement was approved that “the onus of showing a compliance with the statute devolves upon the party seeking to establish the will, but the formal execution and publication may be shown by persons other than the subscribing witnesses, or inferred from circumstances, as well as established by the direct and positive evidence of the attesting witnesses.” Id. 334. And in the Case of Beckett, 103 N. Y. 167, 8 N. E. Rep. 506, the instrument was sustained as a will for the reason that the evidence was found to be sufficient to prove a compliance with this direction of the statute.

In the present case no other person or persons were present, and within hearing of what transpired, than the decedent and the individuals who at the time subscribed the instrument as witnesses. The witness Fesser was first [398]*398examined upon this hearing before the surrogate, and he testified that he was asked by the decedent to sign the instrument as a witness. His statement was that “the document was signed by himself. It was turned down, leaving only his signature apparent. I indicate the exact condition the paper was in when he asked me to sign it. It was about that way, [showing the paper folded once, about in the middle, with only the space from the signature down exposed.] I said I did not like to witness a document without knowing the contents thereof. He laughingly said he did not want me to know the contents. I said I thought if I was witnessing any document I ought to know the contents. I said that in a joking way, not knowing the contents. I said I did not want to sign it unless I knew the contents. He said he did not wish me to know the contents. In reply I did not say anything. I witnessed it.” This witness was examined very minutely as to what took place at this time, and adhered, in all the repetitions of his evidence concerning it, substantially to the statement in this manner made. He testified positively that no statement was made to him by the deceased that this instrument was designed by him to be his will. Upon a subsequent occasion, several weeks after the witness had in this manner subscribed his name, he states that a conversation occurred between himself and the deceased upon the subject of making his will, and was then informed by the deceased that the instrument which had in this manner been subscribed was the will of the deceased. But this was not such an acknowledgment as the statute has required to establish the legal execution of a will. For that purpose it has been required that the acknowledgment or statement shall be made at the time of the subscription by the witness. He was further interrogated as to whether he had not stated that at the time when he became a witness to the instrument he did know that it was the will of the deceased. He denied having made that statement, and evidence was given by one of the appellants, and another person examined as a witness on the hearing before the surrogate, that he had, in conversations with them, stated that he then knew this instrument to be the will of the deceased; but this was not evidence to prove the fact that the acknowledgment required by the statute had been made. It was, at the most, testimony admissible in the case for the object of impeaching the testimony of this witness, and, if full effect is to be given to it as such evidence, there was still no proof whatever before the surrogate that the deceased had in any form, either by words or acts, acknowledged to the witness this instrument to be his will. And no inference could be drawn from the fact that payment of the legacy of $1,000, provided for him in the will, had been promised by a contestant, that the acknowledgment of the execution of this instrument had been made which the statute rendered necessary to maintain its validity.

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Bluebook (online)
9 N.Y.S. 396, 63 N.Y. Sup. Ct. 169, 30 N.Y. St. Rep. 419, 56 Hun 169, 1890 N.Y. Misc. LEXIS 187, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-dales-will-nysupct-1890.