In re Proving the Last Will & Testament of Plate

16 Mills Surr. 206, 93 Misc. 423, 156 N.Y.S. 999
CourtNew York Surrogate's Court
DecidedJanuary 15, 1916
StatusPublished
Cited by7 cases

This text of 16 Mills Surr. 206 (In re Proving the Last Will & Testament of Plate) 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 Plate, 16 Mills Surr. 206, 93 Misc. 423, 156 N.Y.S. 999 (N.Y. Super. Ct. 1916).

Opinion

Fowler, S.

—This is an application for an order settling issues for trial by the surrogate and a common jury in a contested probate proceeding. Under the new • Surrogates’ Law of 1914 it has been the practice of this court to settle special findings in advance of the submission of evidence to the jury. It has been hitherto my individual practice in many cases to send ¡such issues to the Supreme Court for trial, or else, with my colleague’s consent, to remit them to the trial term of the court held by him. The Code gives me the choice and the right to send such issues to the Supreme Court, and those judges of the Appellate Division of this department whom I consulted upon the proper practice were of the opinion that- this was the better and safe!* practice in all contested probates where juries were demanded. This course not only had the merit of greater certainty in the finality of the conclusions of the jury, but it •entailed far less expense to the county than a trial in this court. It will be observed at this point that the new Surrogates’ Law utterly fails to make the findings of the jury conclusive upon the surrogate when they are found in this court, but aliter when they are found by a jury in the Supreme Court. (Code Civ. Pro., §§ 2538, 2539.) It must also not be forgotten, when we consider the new probate practice, that the probate of a will is not yet made the function of a jury; it continues to be the exclusive function of the surrogate. To charge common juries with the probate of wills would be the height of absurdity. [208]*208For hundreds of years probate proceedings have been before judges of probate alone. Of course it is possible that the Legislature may ultimately be held to be permitted to ignore-this ancient practice altogether; but thus far they have not ignored it in the new Surrogates’ Law.

By way of illustration of the power of the Legislature let me point out that there is perhaps no constitutional reason why the county clerks and registers of deeds should not be required by the Legislature to submit the proof and validity of all conveyances to common juries before recording such deeds or conveyances. But thus far no legislation to- that end seems to have been enacted. It might be urged that it would effect a great saving of time if the parties were invited to litigate the validity of all such deeds at the time they were recorded. It crtainly would prove a great encouragement to litigation.

The surrogate is still the only officer authorized to probate wills in this State. The Code yet provides that in any and every probate proceeding it is the surrogate and not the jury who must be satisfied of the “ genuineness of the will, and the validity of its execution.” (Code Civ. Pro., § 2614.) When the surrogate is not satisfied with the verdict of a jury rendered in this court upon issues submitted to them in" a probate proceeding, it would be against all conscience and precedent for the surrogate to abdicate his most responsible functions and refuse to fulfil his sworn obligations out of deference to a bad verdict of a common jury. In common-law actions or in prosecutions for alleged crimes, according to the course of our common law, I have a -profound respect for trial by jury. But a will contest, in this court is not a common-law action. At common law no right of trial by jury existed on claims against the validity of testamentary dispositions or in any probate proceeding on testaments. A devise, on the other hand, was only submitted to -a jury in ejectments or in some bills of right, or on a devisamt vel non issued out of chancery, and then only because at common law a devise was regarded as a deed of con[209]*209veyance. The new Surrogates’ Code of 1914 wisely fails to provide that the verdicts of juries in contested probates shall be binding on the surrogate unless-such verdicts are found in the Supreme Court. This excellence of the new Surrogates’ Code, I hope, was not an accident.

For the reasons stated, and many'others not here expressed, I had determined not to employ juries in the Surrogates’ Court in those probate proceedings coming before me. But I am so constantly urged and requested by many lawyers in this jurisdiction, for whom I entertain a profound respect, to take up, nolens volens, my share of the burdens of jury trials in this court, that I have reluctantly concluded that I ought to defer to this request.

As a preliminary to any employment of a jury by me in this court I have made a careful, although by no means exhaustive or profound study of the new Surrogates’ Law regulating trials by jury in this court. The result is that I am amazed to find how many difficulties are to be overcome and how much careful consideration is necessary before, in my humble judgment, this new mode of trial in this court can be made either practical' in operation or in the slightest degree useful to tbe community.

I have long apprehended that from the very beginning of a trial by the surrogate arid a common jury, at least in any closely contested case of any real importance, there,would be so many well-founded objections and grave doubts raised on the law and practice that their ultimate solution could only take place in the highest courts of the State. If this is accurate, the proceedings with juries in this court are likely for some long peripd to- come to prove both irksome and expensive to capable and earnest litigants. But for this result I emphatically decline any share of the responsibility. I had no share in the preparation of the new Practice Act for this court.

This matter now before me is an application .for an order for framed issues in a contested probate proceeding. Whether in contested proceedings for probate, where a jury is demanded, [210]*210it is always desirable in this court to frame special issues in advance of the trial by jury I have some doubt. The new Code of Civil Procedure (§ 2519) now provides for written pleadings in this court. All issues of fact now arise on such pleadings, and it is by the tenor of the pleadings as they stand at the date of the trial that the issues of fact for the jury are to be'' determined. These issues, of course, may be as multiform as the pleadings. It is provided in the Code (§ 2540) that the trial shall proceed in the same manner as if such trial were had in the Supreme Court. Row, there is no mandatory provision of the Code which makes framed issues indispensable in the Supreme Court on cases on wills or in a probate cause pending in this court. (Code Civ. Pro., §§ 823, 970.)

Where there are written and verified pleadings (as there are in all probate proceedings) it would seem that a simple order of the surrogate, remitting the issues of fact arising on such pleadings to a regular jury session of this court, would be a substantial compliance with the new Surrogates’ Law and better practice. But- as the practice here has already come to be otherwise, the best mode of settlement of issues of fact in advance of trial should, I think, be carefully considered in every case.

If is true that rule 31 of the General Rules of Practice provides for framed issues in actions in the Supreme. Court. It may be that this rule will be held to extend here. In terms it does not apply to this court; but be this as it may part, of rule 31 has already disappeared by the declaration of the Court óf Appeals that it was ultra vires. The balance of it is possibly open to the same criticism. In any event, rule 31 in terms applies only to actions ” and not to “ proceedings ” in this court.

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Related

In re the Estate of McCabe
116 Misc. 637 (New York Surrogate's Court, 1921)
In re the Probate of the Last Will & Testament of Walsh
107 Misc. 475 (New York Surrogate's Court, 1919)
In re Proving the Last Will & Testament of Barlow
180 A.D. 860 (Appellate Division of the Supreme Court of New York, 1917)
In re Proving the Last Will & Testament of Vetter
16 Mills Surr. 439 (New York Surrogate's Court, 1916)
In re Proving the Last Will & Testament of Dorsey
16 Mills Surr. 350 (New York Surrogate's Court, 1916)
In re Dunn
16 Mills Surr. 361 (New York Surrogate's Court, 1916)

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Bluebook (online)
16 Mills Surr. 206, 93 Misc. 423, 156 N.Y.S. 999, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-proving-the-last-will-testament-of-plate-nysurct-1916.