In re Proving the Last Will & Testament of Meyer

8 Mills Surr. 202, 72 Misc. 566, 131 N.Y.S. 27
CourtNew York Surrogate's Court
DecidedJune 15, 1911
StatusPublished
Cited by18 cases

This text of 8 Mills Surr. 202 (In re Proving the Last Will & Testament of Meyer) 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 Meyer, 8 Mills Surr. 202, 72 Misc. 566, 131 N.Y.S. 27 (N.Y. Super. Ct. 1911).

Opinion

Fowler, S.

The respondent appears in a proceeding for probate and asks (1) that an appointment by the testatrix of a guardian for her child (contained in a codicil to her will) be construed as null and void and not dispositive; and (2) that certain matter complained of be struck out of the codicil as scandalous, scurrilous, improper and not dispositive. In respect of the first request to the surrogate, to construe a testamentary appointment of guardian out of the codicil, it must be apparent that the surrogate has no such power. The surrogate’s power to construe a testamentary instrument in the course of a proceeding to probate is, by the terms of the act (§ 2624, Code Civ. Pro.), confined to a disposition of property, and then can be exercised only provided probate is decreed.

The suggestion that the legality of the nomination of the guardian by testatrix for her child is before the surrogate because the respondent attempts to put in issue the construction of the will under section 2624, Code Civ. Pro., cannot [204]*204be entertained for an instant. Such a power of construction relates only to a disposition of property, and this instrument which the respondent wishes considered, the same respondent claims is not testamentary because it is not a disposition of property. He has excluded himself from an invocation of that section by the force of his contention that the codicil is not a disposition of property. Some consistency is necessary to the validity of legal positions.

But the motion to expunge matter alleged to be scandalous and improper from the codicil is on another foot, and such a motion may well be made at any time before the decree of probate passes, if it can be entertained at all.

It will be observed that the motion here is to strike the alleged offensive matter out of the original paper propounded as a codicil, and that it is not a motion to refuse probate and record to such matter.

The power of the surrogates of this State to expunge matter from an original will in any case, to my mind does not exist. It is true the paper is in court and the proceeding on it is in rem, or “ quasi in rem,” as is sometimes more accurately said. But the will and codicil are not to be kept always in court, and after probate and copy in the register or record of wills they are to be returned to the proponent or his representative in the usual course.

There does not seem to be any express adjudication of a court in this State upon the surrogate’s power to expunge matter from an original will or codicil brought into court for probate, but on general principles it would seem apparent that the surrogate possesses no such power as that invoked by the respondent. The codicil is not the property of the State; it is to be returned after record to a rightful claimant, and the power of courts over the documentary property of the citizens of the State is subject to established limitations. It does not extend by implication in any case to the destruc[205]*205tion or mutilation of property entrusted to its care for well-defined purposes. It is for this reason that a testamentary paper brought into court should never be marked even for identification. The proceeding is on the paper, and if probate is refused the document is returned intact and unharmed.

A decision on a similar motion has come before the English courts. In the year 1846 the Prerogative Court refused to expunge from the original will matter described as atrocious and libelous, but excluded such matter from probate and from the copy kept in the register, stating that the court could not expunge matter from an original will (Matter of Goods of George Wartnaby, Deceased, 4 Notes of Cas. in Ecc. 476), and there are earlier decisions reading to the same point. Curtis v. Curtis, 3 Add. Ecc. 33. The principle of the decision in the Goods of Wartnaby seems to be sound. Consequently, the respondent’s motion, if it can be entertained at all, can only be regarded as a motion to refuse probate and record to the alleged offensive matter, and not as a motion to expunge matter from an original document.

The present motion, regarded as a motion to refuse probate and record to offensive matter, seems also in limine to involve the power of the surrogate. The precise extent of the powers of surrogates regarded as judicial officers of courts of record has never been exhasutively defined. Brick’s Est, 15 Abb. Pr. 14; Harris v. Ely, 25 N. Y. 138, 142; Tucker v. Tucker, 4 Keyes, 136; Stilwell v. Carpenter, 59 N. Y. 414; 2 Abb. N. C. 238, 268; Koch v. Mayor, 152 N. Y. 72, 78; Matter of Randall, id. 508; Matter of Bolton, 159 id. 129; Matter of Runk, 200 id. 447, 460; Matter of Bunting, 98 App. Div. 122. That the surrogate may yet possess certain undefined judicial powers as incidental to the specific authority conferred upon him is to be inferred from the repeal in 1837 (chap. 460) of the excluding provision of the Revised Statutes, [206]*206to the effect that no surrogate should, under pretext of incidental power or constructive authority, exercise any jurisdiction whatever not expressly given by some statute of the State. 2 R. S. 220, 221, and note of Revisers on chap. 2, Part 3, R. S. That provision of the Revised Statutes was found so inconvenient as to necessitate its repeal. Where, then, did the repeal leave the jurisdiction of the surrogates, is the unsettled question. But without attempting to express at this time any opinion on this obscure question, it is apparent from the statute itself that all the powers of the surrogates are not purely judicial. Some of such powers are purely administrative. The statute prescribes the records which the surrogate is to keep, and over those the powers of the surrogate as keeper of the records can hardly be regarded as more judicial than the similar powers of the county clerk or a registrar of deeds under the present system.

It is to be observed that the powers of the surrogates in the present organization of the State are judicial, administrative and inquisitorial. Every one of these powers is distinct. As a judicial officer the surrogate’s jurisdiction, but not the mode of its exercise or the principles of its construction, is prescribed by statute. As an administrative officer the surrogate’s powers and duties and the mode of their execution are wholly statutory. His inquisitorial power, very limited in extent, is also wholly statutory. The last power is not dissimilar to the former and highly responsible power of a notary or prothonotary. Indeed, all these offices are borrowed from the same ancient house, one in origin wholly foreign to the common law of the State, except in so far as that common law is held to embrace portions of the civil or canon law.

The extensive jurisdiction of the surrogates as probate officers and the exercise of their powers as probate judges at the audience, or in other words, on the trial of matters within [207]*207their jurisdiction, are also very different things. It is generally conceded that such jurisdiction may be prescribed by statute, and yet, that the exercise of the powers entrusted may be influenced and is, as a fact, influenced, by precedents of courts from which their jurisdiction is borrowed. Brown, Juris. (2d ed.) 421. This is necessarily true whenever an ancient and borrowed jurisdiction is invested in a judicial officer in this State by statute or constitutional reservation. The distinction noted is not always observed in practice, and its neglect gives rise occasionally to great inaccuracies of statement. Jurisdiction is the judicial dicere jus,

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Bluebook (online)
8 Mills Surr. 202, 72 Misc. 566, 131 N.Y.S. 27, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-proving-the-last-will-testament-of-meyer-nysurct-1911.