In re the Estate of Bonner

46 Misc. 2d 294, 259 N.Y.S.2d 711, 1965 N.Y. Misc. LEXIS 2096
CourtNew York Surrogate's Court
DecidedApril 3, 1965
StatusPublished
Cited by1 cases

This text of 46 Misc. 2d 294 (In re the Estate of Bonner) 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 the Estate of Bonner, 46 Misc. 2d 294, 259 N.Y.S.2d 711, 1965 N.Y. Misc. LEXIS 2096 (N.Y. Super. Ct. 1965).

Opinion

S. Samuel Di Falco, S.

Although the objections to the probate of the will formulate all of the usual issues, the argument of counsel is addressed solely to the question of revocation of the will. The court is satisfied on the evidence that the testator executed his will on January 22, 1959 in compliance with all of the requirements of section 21 of the Decedent Estate Law, that at the time of executing the will he was of sound mind, and that he was not under any restraint. The will must, therefore, be admitted to probate unless the decedent duly revoked it.

The will was in the possession of the decedent. After his death the contestant and one of the proponents went to the decedent’s apartment to search for his military discharge. In the bedroom of the decedent’s apartment they found a trunk which was locked. Neither of them had a key to the trunk, and it was forcibly opened by the contestant at the request of the proponent. They did not then find the paper for which they were searching. Some time later the proponent returned to the apartment and examined the contents of the trunk. Among other things, she found a large plastic bag or envelope which contained a number of papers, one of which was the decedent’s will of January 22, 1959. The will was in an envelope marked “ My Will ” in handwriting which the proponent believes is that of the decedent. Inside that envelope were two separate parts of what was an ordinary business envelope, measuring 9% by 4 inches, on which was imprinted the name, of the decedent’s attorney. Typed on the front of that envelope were the words “ Last Will and Testament of Merritt Bonner ”. The envelope had been sealed, and the gummed flap still adhered tightly to the body of the envelope. However, the envelope was in two parts. The line of the cut ran from the bottom of the envelope through the top in a very slight oblique to the left. One of the parts was approximately one third of the original envelope; the [296]*296other, two thirds. In the two portions of the envelope were two portions of the will which the decedent had executed on January 22, 1959." The. attorney for the proponent had repaired the will with, scotch tape before, filing it with the court, but the line of the. cut on the will, is visible. When the will is placed in each part of the sévered envelope, the line of the cut on the will corresponds exactly with the line of the cut on both portions of the envelope, on the front and on the back. It is clear beyond any reasonable doubt that the will was in the envelope and both were severed in the very same operation.

An-examination-of the two parts of the envelope'and of the will makes it clear that they were cut by a sharp instrument and were not torn. The somewhat jagged edges of the envelope would make it appear that a scissors had been used. The will consists of four typed pages of legal cap paper stapled together under a white legal back. When the will is opened full length the cut would run from the very top of the white back to the bottom of it, cutting the pages lengthwise and running slightly to the left of the center of the pages. The cut did not run through any part of the decedent’s signature. TIis signature is still intact on the right hand and larger portion. The signatures of the two subscribing witnesses were below and to ■ the left of the decedent’s signature and they have been cut in such a way that a portion of each signature is on one part and the balance of the signature on the other part of the will. The lines of the cut and a comparison with the cut edges of the envelope make it clear that the will was cut while it was folded.

The burden of proving revocation of a will rests upon the contestant. (Matter of Crouse, 205 App. Div. 135, affd. 238 N. Y. 583; Matter of Malherbe, 112 N. Y. S. 2d 86 ; 3 Page, Wills [Bowe-Parker Rev.], p. 695.) It has been held that if the will was in the testator’s custody and was found after his death cancelled, mutilated or defaced, the presumption arises that the testator himself' performed the act and that he did it animo revocandi (Matter of Hopkins, 172 N. Y. 360, 363; Matter of Monette, 282 App. Div. 987; Matter of Rosenberg, 205 Misc. 528.) It is patent that there are in that statement two separate inferences, first of the person who performed the act, and secondly of the intention that motivated and accompanied the act. The separation of the two inferences is more clearly marked in Professor Page’s statement of the rules: “ If the will has been in the custody of the testator, and, on his death, it is found to be torn, canceled, and the like, the presumption will be that testator himself tore -it or. cancéled it and, if the facts are such to suggest a reasonable inference of intention to revoke, that testator did [297]*297such act with the intention to revoke the instrument.” (Page, Wills, supra, pp. 700-701.) The inference that the act was that of the testator is a reasonable one and is very generally recognized. Everyone here concedes that the act was performed by the decedent and by no one else. Hence there is no issue on that point. With respect to the intention accompanying the act, it is apparent that however the rule is phrased by the authorities or the decisions, the facts and the circumstances of the particular case determine whether an inference or presumption can fairly be drawn and, if- it can, whether it be strong enough to shape the result. (Davids, New York Law of Wills, p. 633.) The presumption of destruction animo revocandi has been said to be “ a mere inference of fact ” which may be overcome by circumstantial evidence. (Matter of Mittelstaedt, 278 App. Div. 231, 232-233.) The act which the statute (Decedent Estate Law, § 34) recognizes as sufficient to effect revocation (burning, tearing, canceling, obliterating or destroying) must in a particular case be of such a character as to reflect in a physical way an interior intent and purpose on the part of the testator to annul his will. (Matter of Barnes, 76 Misc. 382, 384.) “ Their form and extent or other essence are all totally unimportant so long as they are a physical token of the inward intent. ” (Id., p. 385.) The word “ torn ” is deemed to include a cutting. (3 Page, Wills, supra, p. 357; Matter of Halpern, 32 Misc 2d 808; Matter of Parker, 100 Misc. 219, 228.) Conversely, their form and extent are unimportant unless they are a physical token of an interior intent to revoke.

If the will of this testator had been cut in two by the deliberate act of the testator, we should have no difficulty in drawing the inference that it was his purpose to annul it. Whether he cut it after looking at the legend on the front of the envelope or cut it with the back of the envelope facing him, are matters that cannot be determined autoptically. What is certain from the testimony, however, is that the cut instrument, still in parts of the original envelope, was placed in a whole envelope and that the words “ My Will ” were indorsed on the latter envelope by the decedent. Such an indorsement is indicative of continued existence rather than of annulment. Moreover, the envelope was placed in a large plastic envelope with papers which the decedent preserved. One who planned to throw an instrument away might cut it at random without looking to see where the cut ran, or without removing something of significance, but one who carefully preserves the instrument would undoubtedly do something more definitive to impair the integrity of the instrument if his purpose had been to end- its legal effectiveness. The man[298]

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

Related

In re the Probate of the Will of Bonner
23 A.D.2d 747 (Appellate Division of the Supreme Court of New York, 1965)

Cite This Page — Counsel Stack

Bluebook (online)
46 Misc. 2d 294, 259 N.Y.S.2d 711, 1965 N.Y. Misc. LEXIS 2096, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-bonner-nysurct-1965.