In Re Proving the Will of McGill

128 N.E. 194, 229 N.Y. 405, 1920 N.Y. LEXIS 694
New York Court of Appeals·Decided July 7, 1920·Published·Cited by 22 cases

Opinion

Chase, J.

Margaret McGill died July 5, 1918, at the age of eighty-two years, unmarried, and without leaving descendant, father, mother, brother, sister, nephew or niece her surviving. She left her surviving thirteen second cousins of the half blood, and four third cousins of the half blood the only persons interested as heirs at law or next of kin in her property, which real and personal, amounted to about $25,000.

*407 She executed a will on September 23, 1916, by which she gave and bequeathed to J. J. Karbry O’Kennedy, her friend and executor named therein, $1,000, and gave, devised and bequeathed to Thomas A. Hart the rest and residue of her estate. She had previously and on July 9, 1909, executed a will by which she gave and bequeathed to said Hart and O’Kennedy each the sum of $1,000 and small legacies to other persons including some of her second cousins, altogether aggregating $13,500, and to said O’Kennedy, who was named as executor therein, the rest and residue of her estate. O’.Kennedy is a lawyer and drew both of the wills for the testatrix. The residuary legatee named in the will of 1916 is a young man who had boarded with Miss McGill for twelve or thirteen years, commencing about the time he left a preparatory school for college and continuing until her death, except during the time when he was in college.

On June 30, 1918, Miss McGill became ill and died as stated, July 5, 1918. On July 2, 1918, Agnes Thompson, one of her second cousins, called on Miss McGill, and while she was there, Bessie, a maid in the house, told her that Miss McGill had made a will in favor of Hart. She went to her home but returned to and remained with Miss McGill until she died. On July 3, 1918, two days before the death of Miss McGill, she told Mrs. Thompson to write a note to O’Kennedy to destroy the will leaving everything to Iiart. Mrs. Thompson wrote the note and Miss McGill signed it in the presence of Mrs. Thompson and the maid. The following is a copy of the note:

“ Dr. O’Kennedy: “ July 3’ 1918'
“ Dear Friend.— Please destroy the Will I made in favor of Thomas Hart.
“ MARGARET McGILL.”

On the back of the note are the signatures of Agnes Thompson and Bessie Gilmore. Each testified that they *408 signed their names thereon at the request of Miss McGill and that they put their signatures on the back of the paper because there was not room for their signatures on the face of the paper.

Agnes Thompson testified that after signing the paper Miss McGill expressed her satisfaction by saying, I am so glad that is done.” Bessie Gilmore testified that Miss McGill said, “ I feel so happy now. * * * I have just done what I wanted to do, what I intended to do.”

Miss McGill told Mrs. Thompson to deliver the paper to O’Kennedy. It was delivered to him on July fourth, at a hospital where he was a patient. When it was delivered to him, O’Kennedy said that the will was in his safe in his office. He was not discharged from the hospital nor was anything done by him in regard to the will before Miss McGill’s death which occurred at three o’clock the next morning.

The will of 1916 was offered for probate. Objections thereto were filed by some of the heirs at law and next of kin. On the demand of the contestants issues were framed for trial by a jury as follows:

I. Did Margaret McGill, the testatrix, subscribe the paper offered for probate at the end thereof in the presence of the attesting witnesses or acknowledge to each of them that such subscription appearing on said paper had been made by her?

II. At the time of making such subscription or acknowledgment did the said Margaret McGill declare to the attesting witnesses that the paper offered for probate was her last will and testament?

III. Were there at least two attesting witnesses, each of whom signed his or her name at the end of said paper at the request of said Margaret McGill?

IV. At the time of the execution of the said paper was the said Margaret McGill free from restraint?

V. Was the execution of the said paper by the said Margaret McGill caused or procured by fraud, deceit or *409 undue influence practiced upon the decedent by any person or persons?

VI. Did Margaret McGill, deceased, subscribe the paper writing dated July 3, 1918, at the end thereof in the presence of the attesting witnesses or acknowledge to each of them that such subscription appearing on said paper had been made by her?

VII. At the time- of making such subscription or acknowledgment to the paper dated July 3, 1918, did the said Margaret McGill declare the contents of said paper to the attesting witnesses, and that the paper writing was her act and deed?

VIII. Were there at least two attesting witnesses, each of whom subscribed his or her name at the. end of said paper writing dated July 3, 1918, at the request of said Margaret McGill?

IX. At the time of the execution of the paper dated July 3, 1918, was the said Margaret McGill of sound mind and memory?

X. At the time of the execution of said paper dated July 3, 1918, was the said Margaret McGill free from restraint? -

XI. Was the execution of the said paper dated July 3, 1918, by the said Margaret McGill caused or procured by fraud, deceit, or undue influence of any person or persons?

The issues were tried, and at the close of the trial the jury was directed to answer questions I, II, III, TV, VI,d VIII and IX in the affirmative and question V in the negative.

The jury returned a verdict on said questions as directed by the court and answered questions VII and X in the affirmative and question XI in the negative. The surrogate rendered his decision and entered a decree accordingly and the will was admitted to probate and the objections thereto dismissed. An appeal was taken therefrom to the Appellate Division where the decree *410 was affirmed by a divided court. (Matter of McGill, 191 App. Div. 76.) The appeal comes to this court from a decree of affirmance entered on the order of the Appellate Division.

No error was committed by the surrogate in directing the jury to answer questions in the affirmative and negative as stated. (Matter of Kennedy, 229 N. Y. 567, affg. 190 App. Div. 896 and 106 Misc. Rep. 216.) The evidence was not sufficient to sustain a contrary finding by the jury to any of said questions. There is evidence to sustain the finding of the jury as to the other questions answered by it.

Every last will and testament of real orpersonal property, or both, shall be executed and attested as provided by statute. (Decedent Estate Law [Cons. Laws, ch. 13], .§ 21.) To revoke or cancel a written will, compliance must be had with the statute.

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In Re Proving the Will of McGill, 128 N.E. 194, 229 N.Y. 405, 1920 N.Y. LEXIS 694 (N.Y. 1920).

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