In re the Estate of Billings

140 Misc. 551, 252 N.Y.S. 297, 1931 N.Y. Misc. LEXIS 1636
New York Surrogate's Court·Decided June 20, 1931·Published·Cited by 1 cases

Opinion

Harrington, S.

Decedent’s will was construed by this court on August 6, 1930. (See Matter of Billings, 137 Misc. 758.) Thereafter an application was made to reopen the proceeding and allow a new hearing on the ground of newly-discovered evidence and the application was granted. (See Matter of Billings, 139 Misc. 496.) The nature of the alleged newly-discovered evidence was discussed in the latter decision.

Upon this hearing, counsel for the petitioner offered in evidence Exhibit No. 2, a memorandum prepared in the handwriting of Colonel Herrick, a friend of the decedent, which Colonel Herrick testified was dictated to him by the decedent as a proposed will. This occurred on August 25, 1928, two days prior to the execution of decedent’s will, which has been admitted to probate by this court. Colonel Herrick immediately made a typewritten copy of the same, to be referred to as Exhibit No. 1. He testified that he then compared these two papers with Mr. Dennis LaMarche. Mr. LaMarche testified that he did not believe they were so compared. There is some basis for this conflict of testimony for it is a fact that Exhibit No. 1 contains a legacy of $50,000 to John Kopka not contained in Exhibit No. 2. Colonel Herrick then delivered the typewritten copy to decedent’s son, Mr. Chester Billings, and the same was signed by the decedent and his signature witnessed by Mr. LaMarche. Colonel Herrick testified that at the time he compared the two copies in the presence of the decedent, the decedent said he was going to have his will drawn by his lawyer. Mr. LaMarche testified that the decedent declared Exhibit No. 1 to be bis will at the time he signed it.

Mr. Tierney, the draftsman of the will, testified that on August 27, 1928, he went to Mr. Billings’ residence and had a conference with him, returned to his office and drafted the will, then took Mr. LaMarche and went back to decedent’s residence to have the will executed. He also testified that Exhibit No. 1 was handed to him by the decedent at the time of his conference relative to the [553]*553drafting of the will, but that he also had “ facts for preparation of will from conversation with Mr. Billings in the morning.” Counsel for the petitioner failed to question Mr. Tierney as to what these facts ” were and Mr. Tierney did not volunteer any information with respect to the nature of the same. It is a fact, however, that there are several provisions in the will admitted to probate which are not to be found in either petitioner’s Exhibit No. 1 or No. 2, so that it is quite apparent that at the time Mr. Tierney drafted decedent’s will, the decedent did have other and further ideas with reference to the same than he did at the time petitioner’s Exhibits Nos. 1 and 2 were prepared. It is also a fact that paragraph “ eighth ” of decedent’s will, by which he created a trust iund of $100,000 with the income payable to Mrs. Herrick and her husband, Colonel Herrick, during the lifetime of Mrs. Herrick, with the remainder to the daughter of Mrs. Herrick, is not the same as a similar provision in Exhibit No. 2 for the same parties. In the latter case the principal of the trust fund does not vest in the daughter of Mrs. Herrick until after the decease of Colonel Herrick. It is, therefore, quite apparent that the contents of decedent’s will is unlike that of Exhibit No. 2 in many respects. Upon cross-examination, Colonel Herrick admitted that the decedent in the presence of himself and Mr. Tierney had said that there was a memorandum in decedent’s office in New York city concerning the jewelry and who was to receive it. Mr. Tierney testified that this memorandum could not be found by the executor.

Upon the application to reopen this proceeding, I held that the memoranda constituting petitioner’s Exhibits Nos. 1 and 2, as herein mentioned, were admissible for the purpose of attempting to rebut the resulting trust implied by this court in its previous decision in the absence of any evidence as to testator’s intention. (See Mann v. Executors of Mann, 1 Johns. Ch. 231; cited with approval in Reynolds v. Robinson, 82 N. Y. 103, 108; 2 Schouler Wills, Executors & Administrators [6th ed.], § 917.) When the language of the will does not disclose a latent or patent ambiguity or a resulting trust, then the law is settled that extrinsic evidence is not admissible to show the testator’s intention. I am still of the opinion that such evidence is competent for such purpose. (See Matter of Smith, 254 N. Y. 283, 289.) I am also of the opinion that the other circumstances in connection with the matter as herein mentioned are such that the construction of decedent’s will, as heretofore made by this court, should not be disturbed. At the time petitioner’s Exhibit No. 1 was executed he stated that he was going to have his will drawn by his attorney. He did so. This would imply that decedent did not intend that [554]*554Exhibit No. 1 should be his will if he could have the opportunity to have one prepared by his attorney While it has not been made clear to the court what “ facts ” decedent gave to his counsel as a guide to the preparation of his will, we do know that he did give him petitioner’s Exhibit No. 1, and that he must have given him the necessary information regarding other legacies not mentioned in petitioner’s Exhibit No. 1, but included in the will prepared by his attorney. Whether decedent discussed with his attorney the language to be used in paragraph sixth,” we are not advised. We do know that decedent had previously told both his attorney and his friend, Colonel Herrick, that he had a blue paper in his office in New York city directing how the jewelry should be disposed of. It may, of course, be argued that if such a memorandum existed it might be a mere expression of a desire as to how the same should be distributed and not a direction to his executor or to Mae Taylor Higgins as to how it should be distributed. Of this, however, we cannot be certain. The fact that the draftsman of the will did not voluntarily testify to all of the conversation had with the decedent relative to his instructions for the preparation of decedent’s will cannot be construed unfavorably. Mr. Tierney was called as a witness by the counsel for the petitioner and if such counsel desired to examine in detail the matter of this conference he at least had the right to ask the questions and Mr. Tierney, being a witness to the will, had the right to answer the same. If the questions were not asked, no unfavorable construction should be implied by reason of Mr. Tierney’s failure to amplify the matter.

When this application to reopen this hearing was granted, this court did not have knowledge of all the testimony that was to be offered in the matter. There is nothing in the testimony offered to indicate that the testator did not mean to use the language which he did use in paragraph sixth ” of the will, and for all that appears n the testimony, it may have been the direct language used by the testator. The very fact that the testator told his counsel and Colonel Herrick that there was a blue paper showing the disposition of the jewelry bears out the construction placed upon paragraph sixth ” of the will that it was not decedent’s intent that the articles therein mentioned should be distributed as to Mae Taylor Higgins might seem proper. Such testimony indicates more clearly than ever to the court that there was a belief in decedent’s mind that the ultimate legatees of this jewelry, at least, either were or would be definitely known to Mae Taylor Higgins. For all of these reasons, I am of the opinion that the construction of paragraph

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In re the Estate of Billings, 140 Misc. 551, 252 N.Y.S. 297, 1931 N.Y. Misc. LEXIS 1636 (N.Y. Super. Ct. 1931).

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