In re Proving the Last Will & Testament of Kennedy

106 Misc. 216
CourtNew York Surrogate's Court
DecidedFebruary 15, 1919
StatusPublished
Cited by4 cases

This text of 106 Misc. 216 (In re Proving the Last Will & Testament of Kennedy) 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 Proving the Last Will & Testament of Kennedy, 106 Misc. 216 (N.Y. Super. Ct. 1919).

Opinion

Fowler, S.

This is a motion to amend a decree in a contested prohate proceeding by striking therefrom the grant of letters testamentary to the executors of the will probated. The proceeding was conducted by the surrogate with the aid of a jury in conformity with the late statute in such cases made and provided. Pursuant to a late decision of the Court of Appeals on an appeal from the 'Second Department, the surrogate was constrained to direct the jury to find the facts embraced in the special issues framed for the jury, as he was convinced that a verdict against the will would be against the weight of evidence. This direction conformed to the practice in other probate jurisdictions where juries are employed to assist in the inquisition. Herster v. Herster, 122 Penn. St. 239; Matter of Hoyt’s Estate, 10 Kulp (Penn.), 166; Matter of Hemingway’s Estate, 7 North County Reporter, Penn. 93; Rowson’s Estate, 175 Penn. St. 150; Sharpless’ Estate, 134 id. 250; Borland Wills, § 88, and cases there cited.

Although a jury is employed in a proceeding for probate, the probate judge alone can make a decree of probate, the jury not yet being substituted for the probate judges in probate proceedings, and in framing the decree, in this matter, the surrogate inserted a direction for the issuance of letters testamentary in conformity with the practice prevailing in this jurisdiction for nearly three hundred years, with the single exception of the years 1830 to 1837, when the Revised Statutes temporarily directed a different practice. In 1837 the provision of the Revised Statutes was repealed and the old practice restored.

Formerly, and at common law, there was no such thing as “ letters testamentary.” The probate and the executor’s authority consisted in a copy of the will made out under seal, and delivered to the executor, [218]*218together with a certificate of its having been proved, and such copy and certificate were called in the alternative “ the probate or letters.” 1 Williams Exrs. (2d London ed.) 172, 235; 4 Burns Ecc. Law, 315; Browne Ecc. Law, 308; Walker Exrs. 97, note 1; Rumsey Probate, 4. From the similarity of situation of Ireland and the American colonies in respect of the reception of the English law, Irish procedure and cases are of great authority here. In Miller’s Irish Probate Practice, page 9, the old practice is well stated as follows: ‘ The probate or administration is the sole document of title.”

Under the former practice, when two or more executors proved the will, there was what is called double ” or “ triple,” and so on, probate, so that each executor might have an authenticated copy as proof of his authority. Dixon Probate, 244. But even under the old practice, when probate was contested, there was a formal decree entered, which, however, both approved the will and qualified the executors. Harrison Probate, 57; Rumsey Probate, 4.

The practice of issuing so-called '‘ letters testamentary ” in addition to a decree of probate is anomalous and local; it is no part of the common law applicable in probate courts. Mr. Redfield very properly says: “ The term probate and letters testamentary are used as convertible terms.” Redf. Sur. (5th ed.) 252, and see Willard Exrs. 160. The very-learned Mr. Redfield attributes to statute the fact that distinctions between probate and letters have of late arisen. There can be no doubt that modern statutes contemplate letters testamentary as distinct from decrees of probate. Code Civ. Pro. §§ 2538, 2660. I so held in Matter of Mayer, 144 N. Y. Supp. 438; Matter of Mayer, 84 Misc. Rep. 9. But in that case the entire conflict was over the right to letters. There [219]*219is nothing in the modern statutes which commands that a direction for the issuance of letters shall not be inserted in a decree of probate, and in ordinary cases the practice so to insert it has been uniform since the year 1837.

Dayton on Surrogates (3d ed. p. 212) makes some explanation of the origin of the practice of issuing to executors separate letters. It is highly probable, in my judgment, that in issuing such letters testamentary separately and apart from the decree, and in addition thereto, the old local authorities acted on the quondam letters ad colligenda, which in certain instances were issued by the probate courts prior to the reign of Elizabeth. It is, however, unnecessary to trace the history of letters ad colligenda in detail.

It is difficult to fix the time when “ letters testamentary, ’ ’ so called, first came into use in America, or the reasons therefor. The first record of letters testamentary in the registry of this court is in the year 1832, or subsequent to the Revised Statutes. 2 R. S. 69, § 1; 2 id. 80, § 54. An examination of the form of letters, first used in this jurisdiction and since copied elsewhere, shows that the letters are a mere epitome of the decree of probate. The letters now in use are in the same form as that first employed in 1832, or subsequent to the Revised Statutes. The reason for such additional authority as letters to executors probably was that testators in America generally had property in different jurisdictions, and such letters were a great convenience to them. It is, however, well known and frequently decided in this state that the executor’s authority proceeds from the will and not from the letters testamentary. Matter of Ripley, 101 Misc. Rep. 468.

I have now stated in substance that letters always [220]*220were directed to be issued in decrees of probate. This being so, my insertion of a direction for the issuance of such letters in the decree of probate conformed with the former practice in every respect. It it only when written objections to the issuance of letters testamentary are filed that a decree of probate should not direct letters to issue. Code Civ. Pro. § 2566. Then the real trial is on the issuance of the letters. Without such written objections the statute does not contemplate that the issuance of letters shall be stayed.

The decision in the Leland case is cited in support of the motion to amend the decree (175 App. Div. 58), and as an authority for the proposition that the issuance of letters should not have been inserted in the decree. I do not so read that case. Let us examine the case fully:

The decision in the Leland case in 1916 presented but one question, whether the provision of the Revised Statutes has changed the former rule of law that a probate court could not refuse letters testamentary to a person nominated by a will if he were compos mentis. At common law, if an executor had intelligence enough to assent to Ms appointment, the probate jurisdiction could inquire no farther, and was bound to grant “ letters.” Salt. 299, 303. If the executor subsequently proved incompetent for any reason, there was ultimately found a remedy in equity. In the absence of any controlling authority in this state, the surrogate held that the Revised Statutes did not intend to change this feature of the common law, but intended to codify it — the Revised Statutes being for a large part a codification. The surrogate, in reaching this conclusion as to the true construction, was of the opinion that it was contrary to public policy that the surrogate’s jurisdiction to refuse letters testamentary for [221]*221intellectual deficiencies of executors should he so enlarged. He recognized it would promote receiver-ships of estates on new grounds. In the Leland

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Related

In re Proving the Last Will & Testament of Bitzer
124 Misc. 432 (New York Surrogate's Court, 1924)
In Re Proving the Will of McGill
128 N.E. 194 (New York Court of Appeals, 1920)
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109 Misc. 465 (New York Surrogate's Court, 1919)
In re the Estate of Shonts
109 Misc. 276 (New York Surrogate's Court, 1919)

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106 Misc. 216, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-proving-the-last-will-testament-of-kennedy-nysurct-1919.