In re the Construction of the Will of Stevens

194 Misc. 166, 86 N.Y.S.2d 493, 1949 N.Y. Misc. LEXIS 1783
New York Surrogate's Court·Decided February 10, 1949·Published·Cited by 1 cases

Opinion

Witmer, S.

In the course of the proceeding for the construction of the will of testatrix herein in the light of an agreement entered into between testatrix and her husband, who predeceased her, and the New York Foundling Hospital (see Matter of Stevens, 192 Misc. 179, affd. 274 App. Div. 1024), petitioner served a demand, containing nine requests, upon respondent for admission of certain facts under section 322 of the Civil Practice Act. Testatrix died on June 17, 1947. The probate proceedings were instituted by this respondent in July, 1947. This petitioner appeared therein and consented to the probate of the will, but asked that the issuance of letters testamentary be [168] withheld pending a construction of the will, which was then requested. The demand for admission of facts was served thereafter. Respondent answered the demand generally, first, attacking its technical compliance with the statute for failure to allege (1) that there was no substantial dispute as to the matters demanded to be admitted, (2) that such matters were within the knowledge of respondent, and (3) that they could not be ascertained by petitioner upon reasonable inquiry; and second, denying that the matters and facts requested were known to her. Upon the trial petitioner proved the matters, the admission of which was demanded of respondent. She now seeks to charge respondent with the expense to which she was put in their proof.

The technical objections to the demand raised by respondent are without merit. Although the demand might well contain the statements that there can be no substantial dispute as to the facts the admission of which is demanded, and that they are within respondent’s knowledge or can be ascertained by respondent upon reasonable inquiry, in the absence of such statements the same are read into the demand. The statute itself affords ample protection for respondent in the event that it is not a proper case for the demand. (Langan v. First Trust & Deposit Co., 270 App. Div. 700, 706, affd. 296 N. Y. 1014.) Moreover, whether or not petitioner could ascertain the facts upon reasonable inquiry, was immaterial with respect to the validity of the demand. If respondent knew the demanded facts to be true beyond reasonable dispute, or could have ascertained them to be true upon reasonable inquiry, petitioner was entitled to their admission or to charge respondent with the expense of proving such facts in court, but not otherwise. (Civ. Prac. Act, § 322.)

On the other hand petitioner had the burden of proving facts about which there was reasonable dispute and facts the admission of which was demanded but the truth of which respondent could not ascertain upon reasonable inquiry and without substantial effort or expense on her part. Petitioner could not shift the burden of proving her case to the respondent. (Matter of Merritt, 187 Misc. 869.) In determining respondent’s liability herein, if any, each of the nine requests contained in the demand must be examined in this light.

Request No. 1: That the indenture agreement of 1912 relied upon by petitioner was the original agreement and a genuine document. Petitioner has not shown that respondent knew this; [169] and has affirmatively shown that respondent could get no information on the subject from the New York Foundling Hospital without the written consent of petitioner. Respondent is not chargeable with any part of the expense of proving this item.

Request No. 2: That the photostatic copy of the indenture attached to the petition was a true copy of the original. This is immaterial.

Request No. 3: That the original indenture was executed in a certain manner. The expense of proving some of the facts contained in this request is not chargeable to respondent for the reason assigned in disposing of “ Request No. 1 ” above. The statement that the indenture was signed “ by said John C. Stevens in the presence of Sister M. Cyrilla ” was shown not to be true.

Respondent could have talked with Louis J. Bohrer who witnessed the signature of testatrix on the indenture, since he still lived in the neighborhood, and could have learned from him his version of the execution of said document. We assume that respondent, upon reasonable inquiry, could have located Mr. Bohrer and learned his story. Nevertheless, in view of the inability of respondent to learn all of the facts in connection with the execution of the indenture, and the issue with respect thereto, respondent was not required to accept as true Mr. Bohrer’s unsupported oral statement, and was not bound to admit this request. (See Solof v. City of New York, 181 Misc. 956; Civ. Prac. Act, § 322.)

The genuineness of testatrix’ signature, however, was a fact which respondent was bound to admit. The statute required her to admit the portions of the demand which she could not properly deny after reasonable inquiry. (Civ. Prac. Act, § 322, subd. 1.) She is chargeable with the reasonable expense incurred by petitioner in proving this item.

Request No. 4: That the Maria Martin named in the petition is the petitioner. For the reason assigned in disposing of Request No. 1 ” above, respondent is not chargeable with the expense of proving this fact.

Request No. 5: That petitioner, from the date she arrived at the home of testatrix in 1912 until she became eighteen years of age, lived with testatrix and her husband and performed all of the acts required of her by said indenture agreement. Although petitioner proved the facts contained in this request, as well as those contained in all of the other requests for admission in said demand, she has not proved that respondent knew [170] the truth of the facts contained in this request or could have ascertained the truth thereof upon reasonable inquiry without substantial effort or expense. The only evidence of respondent’s association with testatrix or petitioner during the period in question is found at pages 143,161-162 and 202 of the minutes of the original trial. That evidence shows that respondent sponsored petitioner at her confirmation and that respondent’s son was best man at petitioner’s wedding. For aught that appears, at all other times respondent may have been in China and wholly unacquainted with ' the facts referred to in the demand.

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

In re the Construction of the Will of Stevens, 194 Misc. 166, 86 N.Y.S.2d 493, 1949 N.Y. Misc. LEXIS 1783 (N.Y. Super. Ct. 1949).

194 Misc. 166 (In re the Construction of the Will of Stevens) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Coyne v. State Farm Fire & Casualty Co.
50 Misc. 2d 58 (Syracuse City Court, 1966)