In re Proving the Last Will & Testament of Link

243 A.D. 416, 278 N.Y.S. 81, 1935 N.Y. App. Div. LEXIS 7084
CourtAppellate Division of the Supreme Court of the State of New York
DecidedMarch 8, 1935
StatusPublished
Cited by1 cases

This text of 243 A.D. 416 (In re Proving the Last Will & Testament of Link) 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 Link, 243 A.D. 416, 278 N.Y.S. 81, 1935 N.Y. App. Div. LEXIS 7084 (N.Y. Ct. App. 1935).

Opinion

Merrell, J.

Annie Link, the decedent, residing at 228 West Seventy-first street, borough of Manhattan, New York city, departed this life on September 28,' 1933, leaving an estate of nearly $150,000 in personal property. Four days prior to her death, on September 24, 1933, she executed, in due form, the instrument which was thereafter offered for probate as her last will and testament. Decedent had never made a prior will. The proposed will, after directing the payment of the debts and funeral expenses of the decedent, in the second and third clauses gave to Claudine Tobin, the wife of the decedent’s attending physician, all of her property, consisting of wearing apparel, household furniture, etc., and all stocks, bonds and investments, deposits and bank accounts in the name of the decedent, to be the property of said Claudine Tobin, absolutely. By the fourth clause of the will of the decedent it was provided that all the rest, residue and remainder of her estate, wheresoever situate, including all income or interest in the estate [417]*417of Bernard Link, decedent’s deceased husband, was given “ to my beloved niece, Edith L. Salter, of Haynes Farm, Partridge Green, Sussex, England, and to her own use, absolutely.” When the said instrument was offered for probate by the executors named therein, objections to the probate were filed with the surrogate by all but two of twelve nephews and nieces and two grandnephews, all nonresident aliens, and all, save one, residing in England, the single exception being a resident of Canada. Upon the filing of such objections an order was entered in Surrogate’s Court of New York county framing issues to be tried by jury in Surrogate’s Court. These issues as framed were as follows:

“ 1. Did Annie Link, the testatrix, subscribe the paper offered for probate bearing date the 24th day of September, 1933, at the end thereof in the presence of each of the subscribing witnesses or acknowledge to each of them that the subscription appearing on said paper had been made by her?

“2. At the time of making such subscription or acknowledgment, did the testatrix declare to each of the subscribing witnesses that the paper offered for probate was her last will and testament?

3. Were there at least two subscribing witnesses, each of whom signed his name at the end of said paper, at the request of the testatrix?

“4. At the time of the execution of said paper on the 24th day of September, 1933, was the said Annie Link of sound mind and competent to dispose of her estate by will?'

“ 5. Was the execution of said paper caused or procured by the undue influence of any person or persons?

“6. Was the execution of said paper caused or procured by the fraud of any person or persons? ”

The trial, resulting in the order appealed from, was the second trial of the issues. The factum of the due execution by the decedent of the will in question was not contested. In other words, it was not disputed that the said Annie Link subscribed the paper in the presence of two subscribing witnesses and declared the same to said witnesses as and for her last will and testament, each of whom signed his name at the end of the paper at the request of the testatrix.

There were three issues submitted to the jury upon the first trial:

1. At the time of the execution of said paper on the 24th day of September, 1933, was the said Annie Link of sound mind and competent to dispose of her estate by will?

“ 2. Was the execution of said paper caused or procured by the undue influence of any person or persons?

[418]*418“ 3. Was the execution of said paper caused or procured by the fraud of any person or persons? ”

At the first trial the jury found that there was no fraud,” and, by the direction of the court, that the will was duly executed.” The jury disagreed on the issues of testamentary capacity ” and “ undue influence,” and on those two issues the surrogate directed a new trial. There was no appeal from so much of the verdict of the jury as found that there was no fraud in the execution of the will. There then remained the two issues of testamentary capacity and undue influence, which were submitted to the jury at the second trial, which was also held before Surrogate Delehanty. These issues submitted to the jury were as follows: First, whether, at the time of the execution of the paper propounded for probate as the last will and testament of the said Annie Link, she was of sound mind and competent to dispose of her estate by will; and, second, whether the execution of said paper was caused or procured by undue influence of any person or persons.

The trial was a protracted one and a large amount of testimony was given, both on the part of the proponents and on the part of the contestants. At the close of the evidence the issues were submitted to the jury in a very fair charge by Surrogate Delehanty. The jury returned a verdict in the affirmative on the first issue, to' wit, that the said testatrix, at the time of the execution of the paper in question, was of sound mind and competent to dispose of her estate by will. The second question considered by the jury, as to whether or not the execution of said paper was caused or procured by the undue influence of any person or persons, the jury answered in the negative. Upon the rendition of such verdict, counsel for the contestants moved to set aside the same as contrary to the evidence, and upon all the grounds stated in the Surrogate’s Court Act. Said motion was entertained and decision thereon reserved. Finally Surrogate Delehanty, in a long opinion, set aside the verdict and granted the motion of the attorney for the contestants, and directed a new trial of the issues before Surrogate Foley.

Annie Link, at the time of the execution of the will in question, was sixty-two years of age, and, since the death of her husband, which occurred in 1917, had practically the entire management of his estate, amounting to nearly $150,000. Her husband was a pioneer in the business of outdoor advertising. The evidence disclosed that she was a person of strong mind and determination. She died childless and without any relatives nearer than nephews and nieces and grandnephews, all, with the exception of a single resident of Canada, residing in England. The evidence shows that it had been her custom, for a number of years, to assist financially [419]*419her English nephews and nieces to a considerable extent, and that annually, in quarterly payments, she had been accustomed to bestow upon them largess to the amount of £1,000 or more.

The main ground upon which the contestants seek to have denied for probate the instrument in question was the fact that she practically disinherited her distant relatives in England, who were the contestants here, and gave practically all of her property to the wife of her attending physician, Dr. Tobin. The testatrix and her physician and his wife, Claudine Tobin, for a number of years had resided together in the Robert Fulton Hotel in New York city. They had become intimate. The evidence shows that a few years prior to the making of the will in question the testatrix suffered from cancerous growth upon her cheek and that Dr. Tobin had attended her and rendered surgical assistance to her by the use of the radium seed treatment and had apparently eradicated the cancer on the cheek of the testatrix, and for which she was duly grateful.

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Related

In re the Will of Link
182 Misc. 966 (New York Surrogate's Court, 1943)

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Bluebook (online)
243 A.D. 416, 278 N.Y.S. 81, 1935 N.Y. App. Div. LEXIS 7084, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-proving-the-last-will-testament-of-link-nyappdiv-1935.