In re the Estate of Jackson

127 Misc. 187, 215 N.Y.S. 230, 1926 N.Y. Misc. LEXIS 905
CourtNew York Surrogate's Court
DecidedApril 5, 1926
StatusPublished
Cited by7 cases

This text of 127 Misc. 187 (In re the Estate of Jackson) 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 Jackson, 127 Misc. 187, 215 N.Y.S. 230, 1926 N.Y. Misc. LEXIS 905 (N.Y. Super. Ct. 1926).

Opinion

Foley, S.

This is a contested probate proceeding. The decree denying probate to the propounded paper, is before me for settlement. A question has arisen as to the allowance of costs to the various parties interested. The proponent requests the surrogate to allow to him, pursuant to section 278 of the Surrogate’s Court Act (as amd. by Laws of 1925, chap. 581), his costs and his expenses for counsel fees, services of handwriting experts and other purposes incurred in his unsuccessful attempt to sustain the will. The proponent asks that the amount of these expenses be paid out of the estate left by the decedent, which amounts to approximately the sum of $1,250,000. The contestants oppose the allowance of any amount in reimbursement of the proponent’s expenditures. The proponent’s application must be denied. (Matter of Marshall, 189 App. Div. 477.)

Harry H. Jackson, the proponent, filed his petition for probate of the alleged will in this court. Objections were filed, contesting the probate, by the widow and two sons of Daniel H. Jackson. These objections in substance charged that the will had never been executed by Daniel H. Jackson; that it was obtained by fraud front the decedent by Harry H. Jackson, the proponent, who is an [189]*189executor and a legatee named in the contested paper; that Henry H. Jackson and Edward H. Jackson, brothers of the decedent and each a legatee in the alleged will and the subscribing witnesses thereto, aided and abetted Harry H. Jackson in fraudulently representing, uttering and propounding the contested paper as the last will and testament of the deceased, and finally that the paper offered for probate was fraudulently altered in respect to a bequest to Harry H. Jackson in the sum of $505,000.

The issues were tried before the surrogate and a jury at the March term of this court. The three principal questions submitted to the jury were answered by them as follows:

No. 1. Did Daniel H. Jackson acknowledge to each of the two subscribing witnesses on the 26th day of October, 1925, that the signature, Daniel H. Jackson, appearing on the contested paper had been made by him? Answer. No.

No. 2. At the time of making such acknowledgment did Daniel H. Jackson on the 26th day of October, 1925, declare to each of the two subscribing witnesses that the paper offered for probate was his last will and testament? Answer. No.

No. 3. Did each of the two subscribing witnesses sign his name at the end of the paper offered for probate at the request of Daniel H. Jackson on the 26th day of October, 1925? Answer. No.

Each of these questions were answered adversely to the proponent, and upon the special verdict of the jury the surrogate has directed that the contested paper be denied probate. Ordinarily the proponent of a will, who in good faith propounds the instrument, is entitled to reimbursement for his expenditures in connection with the probate proceeding if he be unsuccessful. Their allowance, however, is primarily within the discretion of the surrogate. (Surrogate’s Court Act, § 278.) Where the rejection of the will or a specific provision thereof is based upon the finding of the jury or the surrogate that the paper was procured by undue influence, fraud or forgery, or upon a determination that the paper was fraudulently altered, and the proponent is a participant in the attempt to consummate the fraudulent purpose, an allowance to him must be denied.

The evidence in this case and the verdict of the jury conclusively establish the contestants’ claims that Harry H. Jackson, the proponent, was the chief actor in the scheme to foist a spurious paper upon the court as the last will of Daniel H. Jackson in order to unlawfully obtain a large part of the estate. The evidence on behalf of the proponent was that the paper was executed in a taxicab between Ninety-sixth street and Broadway and the Metropolitan Museum of Art on Fifth avenue, New York city. It was claimed that [190]*190Daniel H. Jackson, the decedent, and his brothers Harry H. Jackson, Henry H. Jackson and Edward H. Jackson had met on the morning of October 26, 1925; that they entered a taxicab; that certain figures appearing upon the paper were erased and altered by Daniel; that he thereupon executed the paper as required by law, and that his two brothers, Henry and Edward, signed as witnesses at his request. The alleged will is written in pencil upon four pages of a medium-sized note book. With the exception of the small disputed area involving the legacy of $505,000, it is in the admitted handwriting of the deceased. The signature at the end of it is also conceded to have been made by him. The writing is most informal as a testamentary disposition of the estate to the various legatees mentioned in it. The paper is dated on September 27, 1925, whereas it is claimed to have been executed on October 26, 1925.

On the other hand, the testimony of the contestants showed that the paper had been used as a memorandum of what the decedent intended to include in his formal will which he was at the time engaged in drafting with his attorney. The contestants’ evidence was also to the effect that the contested paper had been utilized by Daniel H. Jackson in a conference with this attorney on September 27, 1925, the date appearing upon it. The draft of the formal will was completed, but its execution was postponed from time to time by the decedent until his death intervened. On the contestants’ side, the testimony was most convincing that the alleged will had never been executed by Daniel H. Jackson on the 26th day of October, 1925, as claimed by the proponent, or at any other time, and irresistibly pointed to the fixation of the signatures of his two brothers as witnesses without the knowledge of the decedent in his lifetime, or after his death. The contestants’ proof, as established by the circumstantial and direct evidence, was that Daniel H. Jackson had left his house on the morning of October 26, 1925, at about ten-thirty, with his wife to go to his doctor, where he had an appointment at eleven o’clock, whereas the proponent’s witnesses fixed the time of alleged execution in the taxicab with his brothers at approximately eleven-thirty that morning. Evidence of the physical weakness of the decedent, the improbability of his being able to walk the distance of several blocks from his home to the place where he was supposed to have entered the taxicab, was given. Damaging admissions of Harry H. Jackson, the proponent, and Edward H. Jackson, one of the subscribing witnesses, were the subject of testimony. These admissions were utterly at variance with the story of the proponent’s witnesses that the paper had been executed as a will in the taxicab. To one person, Harry H. Jackson stated that the will had been executed on Riverside Drive [191]*191(not in a taxicab); two other witnesses testified that he said it had been executed in a hospital. Edward H. Jackson, one of the subscribing witnesses, stated to another person that the paper had been executed at Daniel Jackson’s home on Riverside Drive. Other witnesses testified to conversations had with Harry H. Jackson after the death of Daniel H. Jackson, and before the filing of the paper which were inconsistent with the prior execution of the will.

The testimony of the handwriting experts of the contestants and the appearance of the contested document itself also tended to contradict the proponent’s version of the alleged execution of the will in the taxicab.

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Bluebook (online)
127 Misc. 187, 215 N.Y.S. 230, 1926 N.Y. Misc. LEXIS 905, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-jackson-nysurct-1926.