In re Regan

206 A.D. 403, 201 N.Y.S. 431, 1923 N.Y. App. Div. LEXIS 7225
CourtAppellate Division of the Supreme Court of the State of New York
DecidedOctober 26, 1923
StatusPublished
Cited by9 cases

This text of 206 A.D. 403 (In re Regan) 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 Regan, 206 A.D. 403, 201 N.Y.S. 431, 1923 N.Y. App. Div. LEXIS 7225 (N.Y. Ct. App. 1923).

Opinion

Kelly, P. J.:

On February 19, 1923, Eliza Regan, a resident of Kings county, died leaving her surviving a son Thomas F. Regan, the proponent, Florence V. L. Regan a daughter, and two other sons John J. and Dennis S. Regan, the contestants, all of full age. She was a woman about fifty-five years of age, a good mother, very fond of her children and interested in their welfare. She could not read or write. After her death her son Thomas F. Regan offered for probate an alleged last will and testament of his mother, dated July 25, 1905, between seventeen and eighteen years prior to her death, in which she devised premises on North Eleventh street, Brooklyn, to her sons John, Thomas and Dennis, and all the rest, residue and remainder of her property, real and personal, to her daughter Florence. She appointed her son Thomas guardian of the person and estate of his sister during minority and also appointed him executor of the alleged will.

The alleged will having been offered for probate, the sons John and Dennis filed objections, denying that the paper propounded was the will of decedent and also denying that it was lawfully executed, subscribed, attested or published by decedent as her will, and also charging undue influence on the part of the son Thomas. The contestants demanded a jury trial. An order was made framing issues for trial, as follows: I. Was the alleged last will and testament bearing date the 25th day of July, 1905, duly executed by -Eliza Regan? II. Did Eliza Regan possess testamentary capacity at the time of the execution of the alleged last will and testament on the 25th day of July, 1905? III. Was the execution of the alleged last will and testament procured by fraud or undue influence practiced upon the said Eliza Regan? ” and the matter coming on for hearing the surrogate at the conclusion of the contestants’ evidence directed a verdict in favor of the proponents of the will.

The instrument in question is signed by the mark of Eliza Regan, followed by the usual attestation clause, subscribed by Joseph E. Smith and Peter P. Huberty as witnesses. Mr. Huberty, [405]*405a well-known and reputable lawyer in Brooklyn, died some time prior to the probate proceedings, and the proponent relied upon the evidence of the surviving witness to establish execution and publication of the alleged will. Dr. Joseph E. Smith, the surviving witness, who is a respected physician, practicing in Brooklyn for the past forty-eight years, testified that Mrs. Regan made her mark on the paper in question, and as to the declaration that it was her last will, and her request that it be witnessed. He also testified that he and Mr. Huberty signed the will as witnesses and that Mrs. Regan appeared to be a woman of sound mind and not acting under any restraint or undue influence. It is true that Dr. Smith, testifying to a transaction occurring eighteen years before, admitted that it had passed entirely from his memory until his attention was called to the document bearing his signature, and until after a conversation with his wife and other inquiries made by him for the purpose of refreshing his memory. I have no doubt of the competency and sufficiency of Dr. Smith’s testimony to establish the facts as to the execution and publication of the instrument in question. (Matter of Kellum, 52 N. Y. 519; Matter of Pepoon, 91 id. 255; Brown v. Clark, 77 id. 369; Matter of Sizer, 129 App. Div. 7; affd., without opinion, 195 N. Y. 528.) At the opening of the trial the learned counsel for the contestants told the surrogate that he did not question the soundness of mind of Mrs. Regan. It appears that the house 201 North Eleventh street, Brooklyn, devised to the proponent and to the contestants in the alleged wfil, was not owned by Mrs. Regan but had been the property of her deceased husband who died without making a will, and apparently at the date of the instrument the property was owned by the contestants as tenants in common with their sister and the proponent. It also appeared that about a month before her death Mrs. Regan conveyed the house in which she lived on Bedford avenue to her son Thomas, the proponent. But I doubt whether there was any evidence in the case of undue influence.

The serious objection to the direction of a verdict for the proponent and to the decree of the surrogate admitting the alleged will to probate, is found in the contestants’ claim that proponent failed to establish due execution of the will because the decedent being illiterate, not able to read or write, there was no evidence that she knew the contents of the instrument signed by her. The necessity for this evidence was called to the attention of the learned surrogate by motion to dismiss at the close of the evidence for proponent and again at the end of the testimony. Both motions were denied over the contestants’ exception.

I have referred to the fact that Dr. Smith’s evidence, with his [406]*406memory refreshed by the attestation clause signed by him, went to the matter of the mark by the decedent, her declaration that the instrument was her will, her request to the witnesses to sign and their subsequent signature. Beyond these particulars Dr. Smith would not go. His statement was that Mr. Huberty asked decedent to make her mark on the instrument; that she made her mark; that somebody, either Mrs. Began or Mr. Huberty, declared the instrument to be a last will and testament; Mr. Huberty asked him to sign, which he did, and that Mr. Huberty also signed as a witness. Asked if there was any conversation after Mrs. Began made the mark and before he signed as witness, he said he did not remember any such conversation. He said: “ My best recollection with regard to it is that Mr. Huberty had the paper, had something to say to Mrs. Began, and then I signed the paper.” He could not recall what was said and finally said he had no recollection whatever with reference to it. Nor could he recall any conversation after his signature. There was no attempt made to prove that there was any conversation before Mrs. Began made her mark, and there was no evidence that Mr. Huberty drew the will or that he had received any instructions from Mrs. Began prior to its execution.

It seems to me that there is no evidence in the record upon which the learned surrogate could reach the conclusion that the paper in question was read to the decedent, or that its terms and conditions were disclosed to her prior to the making of her mark. I do not say that it is necessary to prove these precise facts in all cases, but in the case of an illiterate testator who cannot read or write there must be something more than the mere fact that the testator affixed his mark to the will. “ The civil law required that the written will of a blind person [and a person who cannot read is to all intents and purposes blind to the contents of an instrument] should be read over to him and approved by him in presence of the subscribing witnesses. Our common law lays down no such imperative rule, but with regard to both blind and illiterate, and all who cannot read what is written out as their will, requires satisfactory proof of some kind to the effect that the testator knew and approved of the contents of the will which was executed as his own. Such a will may be read over to the testator before signing, apart from his witnesses; or it may be shown that the contents were correctly made known to him without any formal reading at all; provided it appear, on the whole, that the instrument as drawn up and executed constituted his own testamentary disposition as intended by him.

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Cite This Page — Counsel Stack

Bluebook (online)
206 A.D. 403, 201 N.Y.S. 431, 1923 N.Y. App. Div. LEXIS 7225, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-regan-nyappdiv-1923.