In re Ellwanger's Will

114 N.Y.S. 727
CourtNew York Surrogate's Court
DecidedJuly 22, 1908
StatusPublished
Cited by3 cases

This text of 114 N.Y.S. 727 (In re Ellwanger'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 Ellwanger's Will, 114 N.Y.S. 727 (N.Y. Super. Ct. 1908).

Opinion

BROWN, S.

This is a proceeding instituted for the probate of a will and two codicils alleged to have been executed by the testator. Issue was joined, and a lengthy contest ensued, in which able and numerous counsel were engaged, and the trial covered over a year from the time of its institution until its submission to the court.

George Bllwanger, a citizen of the city of Rochester, Monroe county, N. Y., died at his residence in said city on the 2'6th day of November, 1906, after a sickness of over three years, within six days of the ninetieth anniversary of his birth. There has been presented to this court for probate three instruments, one purporting to be a will, and the other two codicils to said will. The will is dated the 14th day of November, 1901, the first codicil is dated 10th day of September, 1902, and the second codicil is dated the 6th day of January, 1904. The will and first codicil are not attacked herein, but objections were filed to the probate of the second codicil by Helen Bllwanger, one of the grandchildren of the testator, and by Honorable George Raines, special guardian of Margaret Bllwanger, another of the grandchildren of testator, both children of Edward S. Ellwanger, a deceased son of decedent, on the ground of the incompetency of the testator at the execution thereof, and of undue influence alleged to have been exerted over the said testator.

This codicil appears to have been signed by the testator in the presence of the two subscribing witnesses, Mr. Maloy and Mrs. Williams, and of the attorney, Joseph S. Hunn, who drew the same; declared by said testator to be a codicil to his last will and testament, in their [729]*729presence, and the subscribing witnesses were requested by testator to sign as witnesses, which they did in the presence of the testator and of each other. The due formalities incident to the execution of the codicil appear to have been observed in its execution.

The question as to the competency of the testator will be first taken under consideration. The testimony of the subscribing witnesses to the codicil, and of Mr. Hunn, uncontradicted and unexplained, without evidence showing conditions which overcome the effect of their testimony, would establish prima facie that the testator was competent on the day of the execution of such instrument. All these testify positively to his soundness of mind at that time. But other evidence introduced herein, combating the correctness of the judgment of said witnesses as to such competency, requires the consideration of a large amount of evidence, the balancing of conflicting statements, and the deduction of correct conclusions from the contradictory facts shown on the trial herein. To hope to arrive at a correct determination of the issues herein it becomes necessary to go into the history of the testator, of his relations with his family, of the circumstances surrounding him in such relations, before, at, and after the execution of the codicil in question.

George Ellwanger was born in Germany, came to this country a poor boy, settled in Rochester, and as a daily wage-earner started a career in this community of which any man might justly be proud. By perseverance and indefatigable industry, coupled with ability, he soon became one of the founders of the celebrated firm of nurserymen, Ellwanger & Barry, and from that time, through industry, honest dealing, and uprightness of life he acquired a fortune, reared a family, and died at the age of nearly 90 years, leaving a property' worth nearly $2,000,000. He was a man of generous impulses, tempered by carefulness, not ostentatious, nor seeking applause of men; imbued with religious devotion, equipped with a fine sense of justice and honor, he was the embodiment of gentility, courtesy, and friendliness.

At and for some time previous to the execution of the will offered for probate herein, and which is not contested, the testator appears to have been in good normal condition for a person of his age, of clear understanding, and of capable discrimination. At this time he had around him his wife, Cornelia Brooks Ellwanger, and also, more or less intimately, his sons, George H. Ellwanger and William D. Ellwanger, both married, with families of their own, and two grandchildren (daughters of a deceased son, Edward S. Ellwanger), Helen Ellwanger and Margaret Ellwanger, the contestants herein, which granddaughters with their widowed mother, Leáh Ellwanger, lived on the premises next adjoining the house of the testator. Previous to this time another son, Henry, had died, leaving no descendants.

Mr. Ellwanger, with true German proclivities, believed in holding the reins of his own business and of retaining the purse strings of the family himself, and, instead of settling a sum on each branch of his family and leaving each to work out its own destiny, rather made allowances to each child and to the grandchildren, children of the said Edward S., deceased, and also to his widow. On occasions he made [730]*730extra. contributions to some of them (if riot all of therii) when their ■ financial wants seemed to justify the testator in so doing.

Mr. Ellwanger had, previous to the execution of the will offered for probate herein, made several wills, in some of which, and in the ■ one then in existence, he had made some provision for Leah Ellwanger, widow of said Edward S. As before stated, the said widow and her children lived next door to the testator, and next beyond their home resided the eldest son, George H. Ellwanger. Sufficeth to say, for some reason or other, friction seems to have arisen between this son and his family, consisting of a wife and three daughters, and Leah Ellwanger and her family, and at the time under consideration some fresh hostilities had broken out, which were brought to the attention of the testator. About the same time it appears that his sons, George H. and William D., learned or surmised that Mr. Charles M. Williams, the attorney who had been consulted concerning the preparation of some of the wills of Mr. Ellwanger and had drawn them, was named as a coexecutor under the will. They had objected to their father to Mr. Williams’ being such coexecutor, on the ground that no one outside of the family was necessary, and, while Mr. Williams was highly valued as a friend by Mr. George Ellwanger, the fact of the desire of his sons to have this change made seemed to disturb him. He went to M'r. Williams and asked him if he had told any one of his (Williams) being one of the executors named under the will. Williams told him “No,” and he then explained to Mr. Williams that he wanted to make a new will, told him of his embarrassment relative to retaining him as an executor, and Mr. Williams assured him not to be disturbed about that, but to leave him out. A new will was made under the instructions of Mr. Ellwanger, and Mr. Williams was left out as executor. This will was drawn with great care, shows evident consideration and careful deliberation on the part of Mr. Ellwanger, and care on the part of Mr. Williams in drawing the same. It provided for the wife of the testator, makes divers legacies, does not make any mention of Leah Ellwanger in its provisions, and leaves his residuary estate eventually in three equal parts, one to George H. Ellwanger, one to William D. Ellwanger, and the third share to the grandchildren Helen and Margaret, the representatives of the deceased son Edward S., to be divided equally between them. The terms of the will were broad enough to pass all the property of the testator, even if the wife of the testator died before he did.

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Related

Gaither v. Phillips
75 So. 295 (Supreme Court of Alabama, 1917)
Plumb v. Bacon
120 N.Y.S. 1122 (Appellate Division of the Supreme Court of New York, 1909)
In re Ellwanger's Will
117 N.Y.S. 1133 (Appellate Division of the Supreme Court of New York, 1909)

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Bluebook (online)
114 N.Y.S. 727, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-ellwangers-will-nysurct-1908.