In re Proving the Last Will & Testament of McGill

191 A.D. 76, 181 N.Y.S. 48, 1920 N.Y. App. Div. LEXIS 4661
Appellate Division of the Supreme Court of the State of New York·Decided March 5, 1920·Published·Cited by 1 cases

Opinions

Laughlin, J.:

The testatrix was a maiden lady about eighty years of age at the time of the execution of the will, and her nearest next of kin were second cousins of the half-blood. She kept house alone, doing her own housework to a very large extent. Upwards of twelve years before the will was made, one Thomas [78] A. Hart, a young man, on the recommendation of her minister, went to live with her as a boarder. He afterwards attended college but continued to make his home with her until her death. By the will of September 23, 1916, she gave $1,000 to Dr. O’Kennedy, her attorney, and left the rest of her estate to Hart. On the 9th of July, 1909, she made a prior will .under which she left $1,000 to each of ten relatives and a like amount to Hart and to Dr. O’Kennedy, and $500 each to three friends; to two other friends she also gave the family pictures, family jewehy and certain like property, and the remainder of her estate she gave to Dr. O’Kennedy. On the objections to the probate by the appellants, issues were framed for a jury trial. .At the close of the evidence the surrogate directed a verdict in favor of the proponent on the .issues with respect to the due execution of the will, to whether its execution was procured by fraud, deceit or undue influence, and with respect to whether the testatrix was free from restraint. The decedent died on the 5th day of July, 1918. She had delivered both wills to her attorney who kept them in his safe at his office in the city of New York. On the 3d day of July, 1918, a letter was written to her attorney by her direction on a small piece of paper and signed by'her, as follows:

July 3, 1918.
“ Dr. O’Kennedy:
“ Dear Friend.— Please destroy the Will I made in favor of Thomas Hart.
“MARGARET McGILL.”
Indorsements on bapk:
“ Agnes Thomson

Agnes Thomson and Bessie Gilmore wrote their names on the back of the piece of paper, and it was then sent by her direction to her attorney and delivered to him the next morning by the husband of said Agnes Thomson at a hospital where the testatrix knew he then was as a patient, but she understood that he was about to be discharged therefrom. At the time of its receipt by Dr. O’Kennedy it was read to him, for it appears he had been forbidden to use his eyes. It further appears that he was not released from the hospital until [79] twelve hours after her death, and that then he went home and remained confined to the house for a further period of five weeks on account of his eyes. Dr. O’Kennedy learned of her death before leaving the hospital and took no action on her request contained in the letter. Evidence was given on the part of the contestants that the testatrix signed her name to the letter in the presence of the two witnesses, acknowledged it and requested them to sign as witnesses. The court directed the jury to find in the affirmative on the issues as to whether the testatrix signed the letter at the end thereof in the presence of attesting witnesses or acknowledged to them that she had signed it, and left to the jury the issues as to whether the two witnesses indorsed their names thereon at her request, as to whether the testatrix declared the contents of the paper to the attesting witnesses and that the paper writing was her act and deed, and as to whether she was then of sound mind and memory and free from restraint, and the jury answered all of those issues in the affirmative. They answered in the negative an issue as to whether the execution of the instrument of July 3, 1918, was caused or procured by the fraud or undue influence of any person. The surrogate thereupon admitted the will to probate.

The claims of the contestants that the execution of the will was procured by fraud or undue influence and that she was under restraint, rest on suspicion and conjecture. There is no evidence tending to support any of those contentions or requiring the submission of the issues with respect thereto to the jury. The decedent was not on terms of intimacy with any of her relatives, and under the circumstances it was natural that she should leave the bulk of her estate to Hart who had lived with her and been her companion for such a long period of time. There is evidence tending to show that there were disagreements between them and that at times he was rude to her and did not treat her with due consideration, but for the most part this was after she made the will. There is no evidence to show that she was not in the full possession of her faculties or that she was under restraint when she made the will, which was prepared by her attorney who had been her trusted friend for many years and had prepared the former will under which he would have received many times [80] the amount given to him by the last will. The only question requiring serious consideration is that arising on the execution of the writing in the form of a letter to Dr. O’Kennedy on the 3d day of July, 1918. The findings of the jury, which are amply supported by the evidence, are that the instrument was executed in the manner required by the statute for the revocation of a will as provided by section 34 of the Decedent Estate Law, which so far as is material is as follows: No will in writing, except in the cases hereinafter mentioned, nor any part thereof, shall be revoked, or altered, otherwise than by some other will in writing, or some other writing of the testator, declaring such revocation or alteration, and executed with the same formalities with which the will itself was required by law to be executed; * *

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In re Proving the Last Will & Testament of McGill, 191 A.D. 76, 181 N.Y.S. 48, 1920 N.Y. App. Div. LEXIS 4661 (N.Y. Ct. App. 1920).

191 A.D. 76 (In re Proving the Last Will & Testament of McGill) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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In Re Proving the Will of McGill
128 N.E. 194 (New York Court of Appeals, 1920)