In re Estate of Johnson

105 Misc. 451
CourtNew York Surrogate's Court
DecidedDecember 15, 1918
StatusPublished
Cited by4 cases

This text of 105 Misc. 451 (In re Estate of Johnson) 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 Estate of Johnson, 105 Misc. 451 (N.Y. Super. Ct. 1918).

Opinion

Sexton, S.

On May 11, 1917, the deceased, made a will, which was modified by a codicil dated March 30, 1918, and still further modified by a codicil dated March 31, 1918.

These three instruments by decree were admitted to probate on May 13,1918, as the last will of deceased.

The following is the only part of the will involved in this discussion:

“ Ninth. I give and bequeath the residue of my estate remaining after payment of legacies hereinbefore directed, in equal shares to the Woman’s American Baptist Home Mission Society, the Woman’s American Baptist Foreign Mission Society, the American Baptist Home Mission Society and the American Baptist Foreign Mission Society.”

This paragraph was subsequently modified by a codicil which reads as follows:

The Clifton Springs Sanitarium.
“ Clifton Springs, New York, March 30, 1918.
‘ ‘ I desire to -transfer the residuary legacy which I have left to the four missionary societies of Tabernacle Church to Tabernacle Church itself. I desire to leave to McCall Mission, one hundred dollars. The amount left to Dan Kelly (deceased) is to be transferred to his grandson Ted Kelly. My five mahogany chairs which are alike are to be disposed of as follows: one each to Beta Johnson, Clara Johnson, Olive Johnson, Frances Johnson and Bussell Johnson.
Mart B. Johnson.”
Witness of signature
1 ‘ Florence H. Bupat,
Gertrude J. Prescott.”

[453]*453On September 9, 1918, the, four mission societies named in said ninth paragraph of said will filed a petition asking for an order to -show cause why the decree of probate should not be revoked and set aside in so far as it affected said codicil dated March 30, 1918.

The main contention of the petitioners is that: “A will is one instrument, and a codicil is another instrument. * * * They are both wills because each expresses the intent of a person to dispose of property after death within the intent of said section 2610 ” of the Code; hence petitioners should have been cited, as said section requires that the beneficiary in any other will of the same testator filed in the surrogate’s office ” be cited.

The first proposition that a will and codicil are separate instruments is untenable for the reason that a codicil which modifies a will is an integral part of it; and for the purpose of probate are one.

The term ‘ will ’ * * * shall include all codicils, as well as wills.” Decedent Estate Law, § 2; Code Civ. Pro. § 2768, subd. 4.

The will and codicil are to be construed as one instrument. Ward v. Ward, 105 N. Y. 68; Underwood v. Curtis, 127 id. 523.

A perusal of the codicil in question and the ninth paragraph of the will, which it is intended to modify, will convince any reasoner that the will and codicil herein cannot be divorced, but constitute one instrument.

“A codicil does not usually supersede the will as would an after-made will. Its purpose is to alter, explain, qualify or revoke the will in the respects it defines. It is a part of the will, and the two are to be read and executed as one entire instrument.” Bloodgood v. Lewis, 209 N. Y. 95.

[454]*454The decisions deal exclusively with the probate of a will and hold that all authorized papers, bearing upon the destination of one’s property after death, must be read and considered together to ascertain the entire testamentary intent, and if sustained in whole or in part, the provisions upheld, whether in one or more authorized instruments, constitute the testament of the deceased, and together are probated as such.

All authorized, separate testamentary acts, or writings, remain separate and distinct, until coalesced by an adjudication at the close of a probate proceeding.

A testator by codicil may stifle a live will or revive a dead one. Brown v. Clark, 77 N. Y. 369.

The effect of a codicil to a will revoked by a later will is to revive and republish the earlier will. Matter of Knapp, 23 N. Y. Supp. 282.

It also operates by implication to revoke the intermediate will. The codicil and earlier will, read together, constitute the final testamentary disposition of the estate. Matter of Campbell, 170 N. Y. 84. If the codicil is legally executed, the will first revoked and then revived needs no republication. Matter of Emmons, 110 App. Div. 701.

I am seeking to establish that prior to a decree of probate, wills and codicils are both separate testamentary instruments and the designating name is immaterial.

A validly executed will may have been lost and be incapable of proof, and yet the codicil, so far as it goes, is operative. Newcomb v. Webster, 113 N. Y. 191.

A codicil executed according to the formalities of the statute is a final testamentary disposition, and, if there be an existent and complete will, it takes it up and incorporates it. Matter of Campbell, supra.

If, however, there be no such existent and validly [455]*455executed will, and if the codicil be so complete in itself as to be capable of execution, then it must necessarily stand and be given the force of valid testamentary disposition. Matter of Emmons, supra.

That a codicil is a separate and distinct testamentary instrument is further supported by section 2617 of the Code which provides*that: “Any person interested in the event as devisee, legatee or otherwise, in a will or codicil offered for probate; * * * or is interested as legatee * * * in any other will or codicil alleged to have been made by the same testator and not duly revoked by. him; may file objections to any will or codicil so offered for probate.”

Because of this statutory right the petitioners insist that they should have been cited on the probate proceedings under section 2610 which provides that “ each person named ” as “ beneficiary in any other will of the same testator filed in the surrogate’s office ” must be cited.

Unless this provision includes legatees in a will cut off by a codicil, then such legatees have no means of knowing of a pending probate proceeding until after the entry of a decree, and too late to protect their interest under the will, lost by the codicil, by filing objections as provided by section 2617.

It is contended that the clause in section 2610 — “ beneficiary in any other will of the same testator filed in the surrogate’s office ”—means that a will of the testator, other than the one offered for probate, must be on file to entitle legatees named therein to be cited, and that legatees cut out of a will by a codicil are not covered by said section, as a will and codicil are one instrument, hence at time of probate there is no “ other will of the same testator ” on file in the surrogate’s office.

If this contention prevails, there is no sense in [456]*456section 2617, which provides that: Any person interested ” as

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105 Misc. 451, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-johnson-nysurct-1918.