In re the Estate of Hughson

97 Misc. 2d 427, 411 N.Y.S.2d 839, 1978 N.Y. Misc. LEXIS 2815
CourtNew York Surrogate's Court
DecidedDecember 19, 1978
StatusPublished
Cited by8 cases

This text of 97 Misc. 2d 427 (In re the Estate of Hughson) 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 Hughson, 97 Misc. 2d 427, 411 N.Y.S.2d 839, 1978 N.Y. Misc. LEXIS 2815 (N.Y. Super. Ct. 1978).

Opinion

OPINION OF THE COURT

William J. Regan, S.

This is a proceeding to probate the last will and testament [428]*428of Ella F. Hughson, who died on May 12, 1978, domiciled in Erie County, New York.

Ella F. Hughson executed a number of wills during her lifetime. At the time of her death, two original wills had been filed in this court, one executed February 26, 1964, and an earlier will executed July 3, 1953. This proceeding is brought for an order to admit to probate a will executed on May 28, 1968 as a lost or destroyed will pursuant to SCPA 1407. A stumbling block in this regard is the undisputed proof that a later will was executed in October of 1970, which will was drawn by a distinguished Buffalo attorney, John H. Dittman, now deceased, and witnessed by Mr. Dittman and his then secretary, Susan N. Lichtenthal.

Testimony in this court on July 17, 1978 established that the original of the 1970 will was delivered to attorney John J. Fromen in April of 1977. Subsequent to the death of the deceased, Mr. Fromen was unable, after several exhaustive searches of his office, home and files, to locate the original of said will. Mr. Fromen testified that to his knowledge the will was never delivered by him or anyone in his office, to the deceased or her agent during her lifetime, or to anyone in her behalf thereafter. He recalls that this will nominated William E. Secor, Marine Midland Bank and Stanley Phillips as coexecutors, but does not recall any other provision contained in the will with any degree of certainty.

No copy of the 1970 will has been found despite a further search of Mr. Dittman’s old files after his death, nor was the file covering the preparation of this will, nor any of Mr. Dittman’s notes pertaining to such preparation, found. It has not been possible to prove the terms of the 1970 will sufficiently to comply with SCPA 1407. SCPA 1407 provides as follows:

"A lost or destroyed will may be admitted to probate only if

"1. It is established that the will has not been revoked.

"2. Execution of the will is proved in the manner required for the probate of an existing will, and

"3. All of the provisions of the will are clearly and distinctly proved by each of at least 2 credible witnesses or by 1 witness and a copy or draft of the will proved to be true and complete.”

In view of the testimony as above stated, it cannot be concluded that the 1970 will was deliberately revoked by the [429]*429deceased by destruction or otherwise during her lifetime. Compliance with the above section has not been possible. The court must assume, in view of the testimony herein, that the testatrix could not have contemplated the loss of her will by an attorney subsequent to her death. The apparent alternative to probating the 1968 will is intestacy, a result obviously not intended by the testatrix, and a result which is not advanced by the sole distributee. Certainly it is the court’s obligation to avoid intestacy if possible, and to carry out, within the realm of possibility, the intent of the deceased under the circumstances of this nature. John H. Dittman, now deceased, was an attorney who specialized in estate practice for many years. He concededly conducted the execution ceremonies for both the 1968 and 1970 wills. He retained possession of both original wills after they were executed. The 1968 will, which is now offered for probate, was witnessed by John H. Dittman and his son, Robert P. Dittman. It leaves some $525,000 to various individuals and the residuary estate, after payment of taxes, to Calvary Episcopal Church in Williamsville, and Episcopal Church Home of Western New York. Marine Midland Bank, William E. Secor and Edward H. Kryder are named as coexecutors.

Upon the hearing herein, Stanley F. Phillips, a business executive and social acquaintance of the decedent, who at various times held a power of attorney from the decedent, and prepared her income tax returns, testified that a conformed copy of the 1968 will was delivered by decedent to him in an envelope in October of 1970. The decedent at that time advised Mr. Phillips that the envelope contained her will and that she had just signed a new will naming Mr. Phillips as coexecutor, along with Marine Midland Bank and William E. Secor. He was further advised by the testatrix at that time that Mr. Phillips and his wife were named in that will as beneficiaries. Mr. Phillips retained the envelope containing the alleged copy of said will and delivered it to counsel for two of the named executors on June 1, 1978, after the decedent’s death. Neither Mr. nor Mrs. Phillips was named in the 1968 will. Mr. Phillips further testified that following the death of John H. Dittman in 1977, he received a letter from the administrator of John H. Dittman’s estate notifying him that an original will of Ella F. Hughson was being retained in Mr. Dittman’s safe-deposit box awaiting further instructions. Mr. Phillips subsequently met with Robert Newman, a lawyer who [430]*430was referred to in the aforesaid letter and who was recommended to Mr. Phillips to handle the legal business of the deceased. On that occasion Mr. Newman showed Mr. Phillips the original will of Ella F. Hughson referred to in said letter. Mr. Phillips stated that the will, dated October of 1970, was read by him at that time and he recalls that it named Marine Midland Bank, William E. Secor and Mr. Phillips as coexecutors. He also recalls himself and his wife being named in said will as beneficiaries of preresiduary bequests. That will also provided a bequest for William E. Secor, which reduced by 50% the bequest that is provided him in the will now offered for probate. In all other respects, Mr. Phillips recalls that the dispositive provisions of the 1970 and 1968 wills were somewhat similar. Mr. Phillips confirmed by his testimony that the 1970 will was subsequently turned over by Robert Newman to another lawyer, John J. Fromen, in April of 1977 in connection with alleged legal proceedings concerning Mrs. Hughson’s move to Virginia. It was Mr. Phillips’ testimony that this will, which was eventually turned over to John J. Fromen, was the same will Mrs. Hughson referred to in October, 1970, when she gave him the copy of the 1968 will.

Robert P. Dittman testified as a subscribing witness to the will of 1968. By his testimony the court was satisfied that the necessary formalities of execution of said will were observed and the decedent was at that time competent and under no restraint. The will was read to the deceased in the presence of Mr. Dittman prior to execution by the deceased. Robert Dittman further testified that his father, John H. Dittman, at that time, and subsequent to the execution of the will, conformed a copy of said will in his own handwriting and placed it in an envelope showing the name of his law firm and labeling the contents as a copy of the last will and testament of Ella F. Hughson. That envelope was then given to the decedent. Said Robert P. Dittman further testified that the original of that will was retained by John H. Dittman, to be placed in his firm’s safe-deposit box. This witness identified the copy of the 1968 will and the envelope in which it was contained. They are now presented to the court as the same papers John H. Dittman had given the decedent immediately after the execution ceremony. The witness identified without reservation the handwriting on the conformed copy of the 1968 will, which is herein offered for probate, as the handwriting of his father, John H. Dittman.

[431]

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Cite This Page — Counsel Stack

Bluebook (online)
97 Misc. 2d 427, 411 N.Y.S.2d 839, 1978 N.Y. Misc. LEXIS 2815, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-hughson-nysurct-1978.