In re Proving the Last Will & Testament of Jones

199 A.D. 426, 192 N.Y.S. 163, 1921 N.Y. App. Div. LEXIS 6658
CourtAppellate Division of the Supreme Court of the State of New York
DecidedDecember 28, 1921
StatusPublished
Cited by7 cases

This text of 199 A.D. 426 (In re Proving the Last Will & Testament of Jones) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Proving the Last Will & Testament of Jones, 199 A.D. 426, 192 N.Y.S. 163, 1921 N.Y. App. Div. LEXIS 6658 (N.Y. Ct. App. 1921).

Opinions

John M. Kellogg, P. J.:

The testator was about ninety-two years of age when he made the will. He may have had intelligence enough to make a will if he had been left entirely alone. The doctors believe he was incompetent and much evidence was produced tending to show his incompetency. The evidence presented a question of fact upon that subject, and perhaps a finding either way would not be unreasonable. The fact, however, remains — he was a weak, feeble old man, with but very little understanding and comprehension. He was quite deaf, and could only read with a high power magnifying glass. Any one who had his confidence could easily deceive him, and it is evident that he was not able to make a will without the [428]*428assistance of some friend who could advise with and keep him straight. He had the will habit; what property he had he had acquired from his wife, and it was expected, and he had agreed, that it should go to her relatives. The will in question is in the handwriting of Johnson Beers, the chief beneficiary and executor, and if the testator knew its contents, he and Beers were the only persons who did. The witnesses were not informed upon the subject. Beers brought the testator into the bank, produced the will, and the formalities were complied with by the testator saying Yes,” or nodding his head to the questions asked, and the witnesses signed. He made no affirmative statement himself. The witnesses had no particular knowledge of him or his affairs. The will is dated April 17, 1919. He had executed a will, also in the handwriting of Beers, about two months before, or February 10, 1919. In the February will we find this clause: “ I give and bequeath to my executor and friend, Johnson Beers or assigns, One thousand dollars, who will take care and look after my business and interest during my lifetime:” Apparently this will was the first one in which the name of Beers appears. A friend had drawn wills for him. May 10, 1913, May 1, 1915, and November 6, 1916, and at each time the testator had been particular to tell him to remember the provisions in his wife’s will and to provide “ that the property go back to the Corbusiers,” her family. He showed the February will to this friend, in the presence of Beers, and asked him to read it; upon reading it the friend said, if that is as you want it, it is all right,” to which he replied, Well, Johnson [meaning Beers] has agreed to look after everything for one thousand dollars,” and the witness replied, if the will is as you want it, it seems to be executed properly.” In the alleged last will of April, by the 3d item, he gives to Beers $2,000 in cash “ in remembrance of his services in looking after my business interest,” and the 5th item reads as follows:

Fifth. All the rest, residue and remainder of my property I give, devise and bequeath to my executor with the request that he sell and dispose of such property in such manner as in his judgment would be satisfactory to me.”

Beers was principally interested in the change in the will. [429]*429The gift of the $1,000 to Beers in the February will imposed upon him the duty of taking care of and looking after the business and interests of the testator during his lifetime. In the present will the duty of future services was done away with and the gift of $2,000 appears as a remembrance for past services. By the agreement with Beers he was to look after everything, even with reference to the estate. No real substantial services of any particular value are shown. This change in the cash legacy, and the peculiar form of the 5th item, throw upon the will a serious doubt. The 5th item does not name Beers; it gives the remainder of the property to the executor to sell and dispose of * * * in such manner as in his judgment would be satisfactory to ” the testator. If the testator knew of this clause, evidently there had been some secret understanding between him and Beers as to what was to be done with the money. Beers was to be a mere trustee in disbursing it. Had the testator intended that Beers should have it the 3d item would not appear. Every clause in the will must be read in connection with every other clause, and there may be ground for saying that this 5th item has no effect, as it contemplates a trust without indicating a beneficiary. (See Matter of Westurn, 60 Hun, 298; 146 N. Y. 385.)

The existence of a valid trust capable of enforcement is consequently essential to enable one claiming to hold as trustee, to withhold the property from the legal representatives of the alleged donor.” (Holland v. Alcock, 108 N. Y. 312, 324; Reynolds v. Reynolds, 224 id. 429, 432.) The total failure to designate the beneficiary of the trust makes the will to that extent an unwritten will, ineffectual for any purpose. (Reynolds v. Reynolds, supra, 432.) Wills must be executed in compliance with statutory formalities, and are not to be enlarged or diminished by reference to extrinsic testimony which may not be authentic. (Matter of Fowles, 222 N. Y. 222, 229.)

But here there was an absolute gift, followed by a request, and in construing the will of a competent testator, fairly made, I think it would be held that the estate vests in the residuary legatees. (Clay v. Wood, 91 Hun, 398; affd., 153 N. Y. 134; 40 Cyc. 1578 v. b.; also at 1734; 28 R. C. L. 243, [430]*430§ 209; Tillman v. Ogren, 182 App. Div. 672; 227 N. Y. 495.) We quote from Clay v. Wood (153 N. Y. 140): Where there is an absolute gift of real or personal property, in order to qualify it, or cut it down, the latter part of the will should show an equally clear intention to do so, by the use of words definite in their meaning, and by expressions which must be regarded as imperative.” (Matter of Gardner, 140 N. Y. 122; Roseboom v. Roseboom, 81 id. 356; Post v. Moore, 181 id. 15.)

In the Westurn Case (supra) the property was willed to Lewis Burgess, the scrivener, but the following clause was deemed significant and was the prime reason for the holding that there were suspicious circumstances which called for an explanation: “ And I hope and believe that the said Lewis Burgess will use and dispose of my said property according to my wishes to him made and to the best of his judgment.” The court says: It is urged by the appellant that this provision of the will, quoted above, is evidence, upon the face of the instrument itself, of the fraudulent design of the proponent in drawing the instrument to practice upon the credulity of the testator by inducing the belief in his mind, that some private instructions, not written in the will, could be carried out by proponent as executor, which he knew, at the time of drawing the same, could not be engrafted upon the same, or in any way affect the positive devise and bequest of the entire estate to him; and while there is no evidence aliunde the instrument in support of that subject, it is, perhaps, worthy of consideration in the case, in determining whether, under all the facts and circumstances, the proponent can stand upon the prima facie case made by him of testamentary capacity and due execution, or whether the contestants have not cast enough of suspicion upon the prima facie case to so shift the onus upon the proponent as to require explanation from .him. * * * We

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Bluebook (online)
199 A.D. 426, 192 N.Y.S. 163, 1921 N.Y. App. Div. LEXIS 6658, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-proving-the-last-will-testament-of-jones-nyappdiv-1921.