In re Soule

22 Abb. N. Cas. 236
CourtNew York Surrogate's Court
DecidedJuly 1, 1888
StatusPublished
Cited by5 cases

This text of 22 Abb. N. Cas. 236 (In re Soule) 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 Soule, 22 Abb. N. Cas. 236 (N.Y. Super. Ct. 1888).

Opinion

The Surrogate.

This is an application upon the part of Mrs. Cynthia D. Rood, the petitioner, with George S. Everts, for a revocation of the will and codicils, four in number, of Lyman Soule, deceased, which were admitted to probate in this court, by decree, dated June-26, 1886. The proceeding for probate was instituted by the filing of a petition therefor, on the part of Charles G. Briggs, Esq., one of the persons named as executors in the third codicil to said will, on December 16, 1885, and the issuing of citations upon that day. Thereafter one Leroy Soule, an heir-at-law -and next of kin of said decedent, appeared in said proceeding by his attorney and counsel, and filed objections to the said probate. Eighteen other heirs-at-law and next of kin appeared by the same attorney. The petitioner in this proceeding was among the number so appearing. The issues thus joined were tried in part, evidence was given by all the subscribing witnesses to the will and codicils. The petitioner had rested her case, some evidence had been adduced upon the part of the contestants, when a compromise was .agreed upon, and the opposition to probate withdrawn, the residuary legatees, Howard Soule, Fanny J. Green, Mary S. Paige, and Charles F. Durston stipulating that the moneys bequeathed to them by the first subdivision of the thirty-first article of the third codicil should not be counted or treated as among the legacies, which by the third subdivision of said article, are made the basis of the distribution of the residuary estate. To carry this .agreement into full effect, the decree, at the request of all the parties through their attorneys, was made to embody a construction of the [240]*240will in conformity with the stipulation. The answer interposed by Leroy Soule, and by which issue was raised, attacked the validity of the attempted disposition of the property by the thirty-fifth and thirty-seventh items of the-will; the fourth item of the codicil of March 25, 1882, and the thirty-first item of the codicil of March 7,1884, and questioned the legal effect of the last two paragraphs-thereof, which are referred to in the stipulation and decree. The answer also alleges that the will and codicils were not the free or voluntary acts of the testator, but were procured by fraud and undue influence, and that the testator at the times of their execution, was not of sound mind, all of which was decided contrary to the allegations of the-answer, except that the will was construed in accordance-with the stipulation.

The petition for revocation of probate alleges that Lyman Soule, at the time of making the writings, purporting-to be his last will and testament and codicils, was not of sound mind or memory, or in any respect capable of making-a will; that he did not know their contents ; that they were-not witnessed at his request; that they were procured by fraud and undue influence; and that, after the execution,, the papers were altered, and other papers substituted in their place. Upon the last claim, no direct proof was given. The third codicil to the will, bearing date March 7, 1884, is shown to be in the handwriting of Charles F. Durston, who' is named therein as one of four parties to share equally in-the income of the residue of the estate, for the period of five years, and, at the end of that time, to have each one-fourth of $1,000. He is also named-as an executor. The-dispute over the testamentary capacity of the testator, and' the burden of showing that the codicil, so written by an interested party, was the free and untrammeled expression of the testator’s wishes, have been the chief sources of difficulty in the case.

The will and two of the codicils are quite long, and at-first some of the provisions seem intricate.

[241]*241At the time of the execution of the third codicil, the decedent was about ninety-one years of age. He had never been married, and his nearest relatives were nephews and nieces and their descendants, who are quite numerous, and all recipients, by the will and codicils, of his bounty. The length of the instruments is due principally to the large number of bequests, and the repetition of formal words. By the first clause of the will, payment of debts and funeral expenses is provided for. In the second clause is contained a devise of three farms to a brother (since deceased) and his descendants. The third contains a devise of the use of a farm for life to two nieces. The next thirty clauses of the will contain general money legacies to relatives and friends, including two lawyers, who had rendered services to the testator, and one of whom drew the will. The thirty-fourth clause contains gifts of $5,000 each to three charitable institutions in the city of Auburn. In the thirty-fifth clause the sum of $2,000 is set apart to provide means of caring for the testator’s family cemetery lots and surroundings, and, in the thirty-sixth clause, the same amount is appropriated to the purchase of a monument. By the thirty-seventh clause, the residue and remainder of the estate is given to the executors in trust, to invest the proceeds and pay the interest to nine relatives, who are named, in such proportions as the executors deem proper, during the period of ten years, and at the expiration of that time, to divide the principal among the lieirs-at-law of such persons in such manner as the executors may deem proper, in view of their conditions, wants and circumstances, it being provided that if any of such persons die within the ten years, the share going to the heirs of that person may be paid at once. By the next clause, the general legacies are made a charge upon the real estate, power of sale is given, and the time of payment of legacies is named. In the thirty-ninth clause, the time within which sales of real . estate are to be made (five years) is fixed, and a provision is made that the legacies of any parties who shall by suit [242]*242seek to compel a division of the estate or payment of a legacy which may make expense or cause loss, shall be nuh and void. By the fortieth clause of the will, Horace T. Cook, Charles G. Briggs and Howard Soule are named as executors ; and lastly, the will directs that should any of the heirs-at-law or next of kin contest or dispute the instrument, he shall take nothing from the estate. The will covers eighteen pages of legal cap paper, but, with the exception of the names of the legatees, and the amounts of their several legacies, its provisions have been practically indicated. The attestation clause is perfect, and the instrument appears on its face to have been duly signed and published.

The first codicil, bearing date March 22, 1881, witnessed by the same persons, refers to the will and particularly the third item thereof, and merely corrects the names of the two devisees named therein, which had been interchanged, applying the Christian name of the one to the other, and vice versa.

The second codicil, dated March 25, 1882, witnessed by the same persons, refers to the will. In the first clause is a devise for life of a farm to the testator’s brother (since deceased), and upon his decease to his grandchildren. In the second clause, is a legacy of $3,000 to Charles F. Durston. In the third, are legacies of $1,000 each to five clergymen. In the fourth, the thirty-seventh item of the will is quoted and revoked. The same provisions are then made for the payment of the income of the residuary estate, as in the will, except that the names of four of the beneficiaries are omitted. One new name is added.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re the Revocation of Probate of the Last Will of De Haas
2 Gibb. Surr. 543 (New York Surrogate's Court, 1898)
In re Proving the Last Will & Testament of McGraw
9 A.D. 372 (Appellate Division of the Supreme Court of New York, 1896)
Geiler v. Littlefield
23 N.Y.S. 869 (New York Court of Common Pleas, 1893)
In re Will of Moon
5 Silv. Sup. 65 (New York Supreme Court, 1889)

Cite This Page — Counsel Stack

Bluebook (online)
22 Abb. N. Cas. 236, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-soule-nysurct-1888.