In Re Estate of Schuhmann

308 A.2d 375, 125 N.J. Super. 56
CourtNew Jersey Superior Court Appellate Division
DecidedJuly 30, 1973
StatusPublished
Cited by6 cases

This text of 308 A.2d 375 (In Re Estate of Schuhmann) is published on Counsel Stack Legal Research, covering New Jersey Superior Court Appellate Division 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 Schuhmann, 308 A.2d 375, 125 N.J. Super. 56 (N.J. Ct. App. 1973).

Opinion

125 N.J. Super. 56 (1973)
308 A.2d 375

IN THE MATTER OF THE ESTATE OF WILHELMINA SCHUHMANN, ALSO KNOWN AS BILLIE SCHUHMANN, DECEASED.

Superior Court of New Jersey, Appellate Division.

Argued April 2, 1973.
Decided July 30, 1973.

*58 Before Judges FRITZ, LYNCH and TRAUTWEIN.

Mr. Harrison F. Durand argued the cause for appellant Philip Schuhmann (Messrs. Durand, Twombly & Imbriaco, of counsel; Mr. Edwin P. Gordon, attorney).

Mr. Robert B. Silverman argued the cause for respondent Joseph G. Boratto (Messrs. Gertner & Silverman, of counsel; Messrs. Boratto & Silverman, attorneys).

The opinion of the court was delivered by FRITZ, J.A.D.

This appeal involves a contest over a decedent's estate.

Wilhelmina Schuhmann died after having executed a common or joint will with her husband, Christian J. Schuhmann, who predeceased her. This will, executed June 21, 1967, provided reciprocally in its first paragraph for a bequest of all the estate of the first to die to the survivor. This paragraph also appointed the survivor to be the executor. The second paragraph provided for the contingency of a common disaster *59 by specific bequests on a percentage basis to particular heirs in each of two classes, one class of which had some sort of affinity with Christian in particular, and the other with Wilhelmina. Each class was to receive an aggregate of 50% of the estate. Only the specified heirs could take; any who predeceased surrendered his inheritance to an equal division among the taking members of that class. The appointment of an executor in the event of this contingency was also accomplished. The final paragraph simply directed cremation.

Christian died December 11, 1970, survived by Wilhelmina. The will was admitted to probate and letters testamentary were issued to Wilhelmina. On June 3, 1971 Wilhelmina died of a self-inflicted gunshot wound, without having executed a new will. Some emphasis is here placed by appellant's argument on the undisputed fact that on April 19, 1971 Mrs. Schuhmann signed the following typewritten note:

April 19, 1971

In case of my death, before making up a new Will and Testament, I hereby state, that the second part of my deceased husband's CHRISTIAN J. SCHUHMANN'S Will and Testament, to be used in case of common disaster, shall go into effect, as to the distribution of all of my assets. This is to take the place of a new Will and Testament, until such time, when I shall be able to make up a new Will.

/s/ Billie Schuhmann BILLIE SCHUHMANN

It is appropriate to observe here and now that this writing is unwitnessed and does not satisfy statutory requirements for a testamentary devise.

Nine days after Wilhelmina's death Manfred Sitzmann, a beneficiary of the will in the class relating to Wilhelmina, said to be a nephew and allegedly her sole heir and next of kin, in an instrument asserting intestacy as to Wilhelmina, renounced his "right and claim to administration" in favor of one Joseph G. Boratto. Inconsistently enough, considering the averment of intestacy, Boratto presented the June 21, 1967 will to the surrogate for probate and asked that letters *60 of administration with the will annexed be issued to him. The surrogate denied probate on the ground that "the executor and sole legatte [sic] named in the Last Will and Testament of the above named decedent, has predeceased the Testatrix having died on June 21st, 1967 [sic; this is the date of the will] thereby making the will of no effect."

The same day Boratto filed a complaint alleging intestacy ("That your plaintiff, after diligent search, has not been able to discover that said deceased left any Last Will and Testament; * * *" — an egregious misstatement, to say the least, the avoidance of which might have led to an earlier straightening out of this procedural morass), asserting that Manfred Sitzmann was the only next of kin, and seeking the issuance of letters of administration. And on the same day those letters were issued by the surrogate.

Subsequently, Philip Schuhmann, brother of Christian and a beneficiary of the will in the class relating to him, applied to the County Court to vacate the surrogate's aforedescribed actions. A motion for summary judgment by Boratto joined issues, and on the basis of affidavits, briefs, and oral argument, the County Court granted this motion. The will was again denied probate, and the surrogate's judgments remained undiminished.

After the opinion below Schuhmann moved on affidavit for relief under R. 1:7-4 (to amend or add to the court's findings) and R. 4:50-1.[1] The motion was denied.[2]

*61 This appeal from the whole of the judgment and the determination on the motion eventuated.

We are satisfied that the result achieved by the judgment was substantially correct, although the procedural errors are glaring, and the County Court simply misread the second paragraph of the will.

First of all, the will should have been admitted to probate despite the fact that intervening circumstances may have negated the effectiveness of everything therein except its clear revocation of prior wills and its direction for cremation. Apparently the writing complied in all respects with the requirements of N.J.S.A. 3A:3-2. No suggestion before the surrogate, the County Court, or here is to the contrary. No caveat was filed. No doubt is apparent on the face of the will. There was and is no allegation of fraud, undue influence, lack of testamentary capacity, or mistake. No dispute had arisen in the surrogate's court, nor did the surrogate have cause to certify the matter as one of doubt or difficulty in the circumstances then existing. The testatrix is dead and died a resident of this State. Under such circumstances, a will is entitled to probate. In re Gluckman's Will, 87 N.J. Eq. 638 (E. & A. 1917); cf. R. 4:84-1(d). In re Davis Will, 182 N.Y. 468, 75 N.E. 530 (Ct. App. 1905); see In re Sapery, 28 N.J. 599 (1959). The fact that a testamentary *62 instrument properly executed is or may be in large measure inoperative, as here, is not a valid ground for refusing probate.[3] 3 Page on Wills Bowe-Parker ed. 30, § 26.12.

The surrogate's court is one of limited and special jurisdiction. Its jurisdiction is purely statutory, extending to the probate of wills, the granting of letters of administration, and to certain other statutory functions. Mellor v. Kaighn, 89 N.J.L. 543 (E. & A. 1916); 7 N.J. Practice (Clapp, Wills and Administration), § 1910. The surrogate lacks even the power to determine questions arising within the sphere of his responsibility. N.J.S.A. 3A:2-5; In re Watson, 35 N.J. 402, 409 (1961). There is no doubt at all that the surrogate may not undertake to construe a will. For the surrogate here to deny probate, not on the ground of a question relating to the validity of the instrument or its execution but on the basis of his concept of an asserted intestacy, is for the surrogate to arrogate to himself a power of construction exceeding the limited power which is his. 5 N.J. Practice (Clapp, Wills and Administration), § 116.

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Bluebook (online)
308 A.2d 375, 125 N.J. Super. 56, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-schuhmann-njsuperctappdiv-1973.