In re the Accounting of Morris

277 A.D.2d 211

This text of 277 A.D.2d 211 (In re the Accounting of Morris) 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 the Accounting of Morris, 277 A.D.2d 211 (N.Y. Ct. App. 1950).

Opinion

Bergan, J.

This appeal deals with both the competency and the weight of evidence bearing on pedigree. There are two groups of claimants to the entire estate of Josephine F. Morris. One consists of the appellants who claim a relationship to the [213]*213decedent’s father which would make them second cousins of the decedent, technically first cousins, once removed ”. The other group consists of some of the respondents who claim a relationship to the decedent’s mother which would make them first cousins of the decedent. This group has succeeded before the Surrogate who has found the existence of the relationship through the decedent’s mother.

Since our statute of descent and distribution makes no provision for representation among collateral relatives of the class of cousin, if the first cousins establish their relationship to the decedent, the second cousins take no share in the estate even though they also establish their relationship. (Decedent Estate Law, § 83, subd. 10; Adee v. Campbell, 79 N. Y. 52; Matter of Oatley, 83 Misc. 655; Matter of Barry, 62 Misc. 456.)

Each group of claimants has the separate burden of proof on establishing its own relationship. (Matter of McGerry, 75 Misc. 98,101.) The weakness of the other’s case does not give tensile strength to an adverse claim of relationship. But the weakness of proof on a claim of a more closely related class is open to the attack of a claimant of a less closely related class who would step into the position of the other if his case failed.

Here the relationship of the second cousins is overwhelmingly established upon a strong chain of documentary and other proof. The proof in support of the claimed relationship of the first cousins is challenged both on its competency and on the weight to be given it. We find that it is competent, but so weak and so contradicted by other evidence that it is inadequate on the weight of the evidence to sustain the claimed relationship to the decedent.

Susan F. Coyne, one of the parties claiming to be a first cousin testified that her mother’s name before marriage had been Mary Daly; that her mother had told her when she was a child that the decedent’s mother and she were sisters; that the decedent’s mother’s name had been Ellen Daly, and she had married the decedent’s father Jeremiah O’Brien. Such a declaration of pedigree is admissible only if the person making it is shown, independently of the declaration, to be a member of the family of which the declaration is made. The leading authority on this subject is the thorough analysis by Judge Werner in his opinion in Aalholm v. People (211 N. Y. 406 [1914]). (Cf. Eisenlord v. Clum, 126 N. Y. 552.)

But while this principle is well settled, the quantum and the kind of supporting, independent proof required is not so clearly marked out. In poorly defined paths, words of generality dfó no, [214]*214more than point the direction. For instance, in Fulkerson v. Holmes (117 U. S. 389), Mr. Justice Woods, after noting the established rule that “ the relationship of the declarant with the family must be established by some proof independent of the declaration itself ” added that “it is evident that but slight proof of the relationship will be required, since the relationship of the declarant with the family might be as difficult to prove as the very fact in controversy.” (P. 397.) This language was quoted by Vann, J., in Young v. Shulenberg (165 N. Y. 385, 388 [1901]).

Courts often use terms like “ slight proof ” when they condemn the factual foundation of findings; they seldom use them to uphold a factual structure. It is often necessary to know exactly what was done with specific facts to see clearly the area of such a rule. In Fulkerson v. Holmes (supra) a deed contained a declaration by the grantor, Samuel C. Young, of his relationship as the son of Samuel Young who had an early and undisputed title as patentee to the land in question. The declaration in the deed was that the original owner had died intestate leaving one child, the declarant.

The court regarded the following facts sufficient independent proof of the family relationship to make admissible the declaration of pedigree appearing in the deed: (a) the similarity of names of the purported father and son; (b) the fact that the original patent to Samuel Young, together with the deed from Samuel C. Young to the grantee Holmes, was found with the papers of the latter after his death; (c) the possession by Samuel C. Young of the title papers of Samuel Young; (d) the long time in which the grantees of Samuel C. Young had undisturbed possession of the land which had come through Samuel Young.

In the same pattern is Young v. Shulenberg (supra). There the declaration of family relationship also was contained in a deed which had been executed eighty years before the trial. The question considered was the sufficiency of the independent proof of the relationship of the grantor to the family to which the declaration referred. The identity of family name; the acknowledgment of the deed before a public officer; the possession of the chain of deeds by the last grantee and long unbroken possession of the property were together regarded by Judge Vann as sufficient supporting proof to render the declaration admissible (pp. 388, 389).

In these remarkably similar cases it will be noted that the independent proof of the relationship rested on a chain of circumstances, In the case that is here the independent proof rests [215]*215on purported statements of the deceased herself, or her husband. One such admission is a single and a rather casual remark fifty-six years before the trial attributed to the decedent by a neighbor of Susan F. Coyne that the decedent and Susan F. Coyne were cousins.

Another is a statement attributed to the decedent’s husband, who is also deceased, in the presence of the decedent, that Thomas Strain, one of the claimants here and decedent were cousins, and that their mothers were sisters, which statement was assented to by the decedent. This occurred in a polling place during a primary election some ten years or more before the trial and the testimony was by a political opponent of decedent’s husband who said he overheard the statement. Another declaration is based on testimony by the claimant Strain himself that decedent’s husband, not in the presence of the decedent, told him that the decedent and Strain were cousins, and their mothers had been sisters.

We regard this as sufficient to meet the test of “ slight ” independent evidence of the relationship of the claimants’ mother Mary Daly to the mother of the decedent in order to render proof of the declaration of Mary Daly admissible prima facie. Admissibility, apparently, is to be tested by other proof in the entire record, rather than the chronological priority of the independent proof. (See the general references to this test in Aaholm v. People, supra, p. 419.)

We are not unaware of the danger inherent in allowing the declaration of one long dead, given by one interested witness, to be corroborated by proof of other declarations by another deceased member of a family given, in part at least, by another interested witness and in part resting on casual remarks of the decedent.

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Related

Fulkerson v. Holmes
117 U.S. 389 (Supreme Court, 1886)
Adee v. . Campbell
79 N.Y. 52 (New York Court of Appeals, 1879)
Young v. . Shulenberg
59 N.E. 135 (New York Court of Appeals, 1901)
Aalholm v. . People
105 N.E. 647 (New York Court of Appeals, 1914)
Eisenlord v. . Clum
27 N.E. 1024 (New York Court of Appeals, 1891)
In re the Estate of McGerry
9 Mills Surr. 9 (New York Surrogate's Court, 1911)
In re the Estate of Oatley
11 Mills Surr. 490 (New York Surrogate's Court, 1914)
In re the Judicial Settlement of the Account of Underhill
62 Misc. 456 (New York Surrogate's Court, 1909)

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277 A.D.2d 211, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-accounting-of-morris-nyappdiv-1950.