In Re Hand Will

230 A.2d 408, 95 N.J. Super. 182
CourtNew Jersey Superior Court Appellate Division
DecidedMay 19, 1967
StatusPublished
Cited by6 cases

This text of 230 A.2d 408 (In Re Hand Will) 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 Hand Will, 230 A.2d 408, 95 N.J. Super. 182 (N.J. Ct. App. 1967).

Opinion

95 N.J. Super. 182 (1967)
230 A.2d 408

IN THE MATTER OF THE PROBATE OF THE LAST WILL AND TESTAMENT OF MORGAN HAND, II, DECEASED.

Superior Court of New Jersey, Appellate Division.

Argued February 6, 1967.
Decided May 19, 1967.

*184 Before Judges GAULKIN, LEWIS and LABRECQUE.

Mr. Marvin D. Perskie argued the cause for appellant Elisabeth J. Hand (Messrs. Perskie & Perskie, attorneys).

Mr. William J. Hughes argued the cause for respondent, Mary G. Hand (Messrs. Loveland, Hughes & Garrett, attorneys; Mr. Robert F. Garrett, III, on the brief with Mr. Hughes).

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

Morgan Hand II died January 19, 1966 leaving a last will and testament dated December 23, 1964 which was admitted to probate January 31, 1966. The central issue of this appeal is whether Elisabeth J. Hand, his only child, has standing to contest the will. In it testator named his wife Mary G. Hand (herein plaintiff) as executrix and his daughter (herein defendant) as contingent executrix. He gave his daughter a specific legacy of $10,000 and directed that his residuary estate be paid to his wife, with a provision for payment thereof to the daughter in the event his wife should not survive him.

Defendant filed a complaint in the County Court, Probate Division, demanding that the judgment of probate be set aside and that plaintiff-executrix be required to re-offer the will for probate in solemn form. She claimed (1) the will was not executed in accordance with N.J.S. 3A:3-2 et seq.; (2) pursuant to a compact with plaintiff to make mutual, reciprocal and irrevocable wills, decedent had signed a prior will dated February 16, 1955 and plaintiff had made a similar will, and (3)

"* * * By the terms of said mutual and reciprocal wills, * * * [Elisabeth J. Hand] is the ultimate irrevocable beneficiary of either party taking under either of said mutual wills. The alleged last will and testament of said Morgan Hand II dated December 23, 1964, breaches said compact, and it is contended that said breach was neither intended nor understood to have been effectuated by Morgan Hand II, and that said breach resulted to the detriment of * * * Elisabeth J. Hand." (Emphasis supplied)

*185 The matter was brought on for hearing before the trial court by an order to show cause, at which time the court considered the pleadings, the record before the surrogate, affidavits of plaintiff-executrix and defendant-caveator, and the arguments of counsel. Plaintiff moved to dismiss defendant's complaint, and defendant, by a cross-motion, sought to take depositions and to pursue discovery with respect to the validity of the 1964 will. The trial court found defendant was not an aggrieved person under R.R. 5:3-4(a) or an interested person under R.R. 5:3-4(b) and that she lacked standing to challenge the probate of the 1964 will.

It is undisputed that decedent's 1955 and 1964 wills contain the same plan of testamentary disposition, except that the earlier instrument did not include a specific legacy to Elisabeth; under each will testator's wife, if she survived, was designated sole residuary beneficiary.

Elisabeth's affidavit asserted that her parents executed identical, reciprocal wills under the terms of which she was "the ultimate and irrevocable beneficiary of either party taking under either will." Mary Hand deposed in her affidavit that, "At no time was there any type of a prior agreement, arrangement or understanding as to the disposition of our respective property upon our deaths except as each of us have provided in our wills."

Elisabeth premises her claim of standing to challenge the 1964 will on the following hypothesis: Her father's execution of the 1964 will was a breach of the 1955 agreement with his wife to make mutual wills; the breach of that agreement gives her mother the right to make any will she chooses and, thus, presents the possibility that she (Elisabeth) may not be the ultimate recipient of the estate now valued at approximately one-half million dollars. Elisabeth claims that the 1955 agreement gave her a vested interest which she must now move to protect because her mother refuses to challenge the 1964 will or to seek enforcement of the 1955 agreement.

The trial judge, in determining that defendant was not an aggrieved or interested person within the contemplation of *186 R.R. 5:3-4, declared in his oral opinion, "I see nothing in the record except affirmative admissions as to the validity of the 1955 will. The affidavit of the caveator in Paragraph III admits the validity of the 1955 will, and under the 1955 will she was nothing but a contingent beneficiary." Defense counsel directed the court's attention to the seventh paragraph of Elisabeth's affidavit which reads, "That [1955] will, too, could be held to be invalid," whereupon the trial judge stated:

"It is a legal argument. It is a suggestion that the will could be held invalid. Anything could be. Mere imaginary possibilities could arise, and that is about the degree to which the argument in Paragraph VII rises * * *.

There is nothing factually in the record to support the contention that the 1955 will was a product of any testamentary incapacity, fraud or deceit or undue influence, failure to comply with the proper execution requirements of the will. In fact, * * * the basis upon which this lady comes into court is that she had some type of mutual arrangement entered into between her father and her mother of which she is the beneficiary, and that is the thrust of her argument."

On appeal to this court counsel for defendant urges in his brief that the argument that Elisabeth would receive more under the second will than she would receive under the first "overlooks the contention of the defendant that the first Will was part of a mutually irrevocable compact, enforceable in a court of equity." That argument presupposes the validity of the 1955 will.

Assuming, without deciding, that decedent and his wife did in 1955 execute mutual and irrevocable wills to accord with an agreement supported by a valid consideration, and that the agreement was not terminated by them by mutual consent, the fact remains that even under the 1955 will the entire estate was left to Mary Hand to do with as she pleases during her lifetime. Defendant's remedy is not to prevent the probate of the 1964 will but to seek equitable enforcement of the contract against the estate of her mother by impressing a trust upon the assets. See Gromek v. Gidzela, 36 N.J. Super. 212, 217 (App. Div. 1955); Bank of Bogota v. *187 Hess, 27 N.J. Super. 91, 94 (Ch. Div. 1953); Callahan v. Federal Trust Co., 126 N.J. Eq. 311, 313 (E. & A. 1939); Tooker v. Vreeland, 92 N.J. Eq. 340, 342 (Ch. 1921), affirmed o.b., sub nom. Tooker v. Maple, 93 N.J. Eq. 224 (E. & A. 1921). See also 6 Powell, Real Property (1965), par. 962, p. 474; Annotation, "Joint, mutual, and reciprocal wills," 169 A.L.R. 9, 55-58 (1947); Annotation, "Right of beneficiary to enforce contract between third persons to provide for him by will," 2 A.L.R. 1193, 1200 et seq. (1919), supplemented in 33 A.L.R. 739, 741 (1924) and 73 A.L.R. 1395, 1397 (1931). Hence, the probating vel non of the 1964 will would in no way enhance or diminish defendant's rights or benefits.

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Bluebook (online)
230 A.2d 408, 95 N.J. Super. 182, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-hand-will-njsuperctappdiv-1967.