In re the Estate of McConihe

123 Misc. 318, 205 N.Y.S. 780, 1924 N.Y. Misc. LEXIS 1139
CourtNew York Surrogate's Court
DecidedJune 6, 1924
StatusPublished
Cited by4 cases

This text of 123 Misc. 318 (In re the Estate of McConihe) 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 McConihe, 123 Misc. 318, 205 N.Y.S. 780, 1924 N.Y. Misc. LEXIS 1139 (N.Y. Super. Ct. 1924).

Opinion

Foley, S.

Separate proceedings were commenced in this estate for the probate of two testamentary scripts. The first paper is dated February 9, 1922. The second is dated July 13, 1923. In order to make a final determination as to which was the last will and testament the proceedings were consolidated and all the issues tried before the surrogate without a jury.

In respect to the making of the paper dated February 9, 1922, I find that it was duly executed in accordance with the provisions of section 21 of the Decedent Estate Law. It is claimed, however, by certain of the executors and legatees named in the second will that the former will was revoked, and that the later will of July 13, 1923, must be admitted to probate. Certain questions with regard to the invalidity of the latter will have been raised herein.

(1) Is the paper invalid because it was not subscribed by the testatrix at the end of the will?

(2) Is it effective to revoke the earlier will regardless of the fact that it was not signed at the end?

Both these questions of invalidity have been'raised by one Julius S. Zeiser, an executor named in the later will and the residuary legatee therein.

The testatrix, Mrs. McConihe, was a woman of advanced years. It appears that she was a woman of refinement. Her estate was a substantial one, amounting to between $200,000 and $300,000. She left as her sole next of kin a sister. Zeiser, the contestant, was a man under thirty years of age; he was her chauffeur for a period of five years. He is the residuary legatee in both wills. He drew the later will (which he now contests) in his own handwriting. The mere statement of the questions raised by him demonstrates his ingenuity in attempting to secure as much as possible of Mrs. McConihe’s estate for himself. He has agreed to pay the decedent’s sister, her sole next of kin, the sum of $50,000, and has taken an assignment of all her interest in the estate. Thereby he has purchased immunity from any possible attack by her. The accomplishment of his design will destroy the intention of his benefactress to provide for the other legatees.

[320]*320The only alleged ground of invalidity of the later will is as to its execution. No objections have been filed raising issues as to the soundness of mind of the testatrix, or the procurement of the will by fraud or undue influence. In substance the previously dated paper mentioned as objects of her bounty the same persons mentioned in the later instrument, although the legacies vary somewhat in amount. The general legacies in the later will amount to $135,000 in amount. The general legacies in the earlier will amount to $105,000. The amount of the legacies to Zeiser and his relatives under the later will is $50,000 less than under the prior will. His counsel contends, however, that the later will drawn by Zeiser is invalid because it was not subscribed at the end, but that it is valid as a revocation of the prior will; that intestacy thereby resulted, and that he is entitled, as assignee of the sole next of kin, to the whole estate.

The later will of July 13, 1923, consists of seven pages. In that will the testatrix directed that $50,000 be given to my dearest friend, Ethel Todd,” and certain jewelry; to George Todd, $50,000; to Mary L. Lincoln, $20,000; various bequests of personal property, and small bequests to other persons; the residue is bequeathed to Julius S. Zeiser (often known as John S. Zeiser) providing however that he change his name to John S. McConihe.” The instrument appoints Zeiser and two other persons as executors. Minute directions with regard to the authority and powers of the executors are set forth. On the sheet entitled “ page 6 ” there is an in testimonium clause reading: “ In witness whereof I have hereunto subscribed my name and affixed my seal this 13th day of July in the year of our Lord one thousand nine hundred and twenty-three.” A seal and the signature of Adeline S. P. McConihe appear at the bottom of the page immediately after this clause. On the top of page 7 ” is written the following clause: Under the terms of this will the executors are to receive the sum of twenty-five thousand dollars, or its equivalent in bonds or stocks provided that they do not demand further compensation as Executors of this will, in such event they will receive the amount aflóted by law.” Then follows the usual attestation clause with the signatures and addresses of the three subscribing witnesses.

I find from the proofs that this paper was subscribed by the testatrix in the presence of each of the attesting witnesses; that the testatrix declared the instrument to be her last will and testament, and that each of the three subscribing witnesses subscribed as a witness at the end of the will at the request of the decedent. There remains for discussion the question whether the will was subscribed at the end.

[321]*321Section 21 of the Decedent Estate Law requires that “.every last will and testament of real or personal property, or both, shall be executed and attested in the following manner: (1) It shall be subscribed by the testator at the end of the will- * * The testimony of the subscribing witnesses discloses that the testatrix asked Zeiser, who superintended the execution, “ where she was to sign her name? ” where was the correct place to sign? ” and he showed her, and that she then affixed her signature in the place indicated. Clearly that place was the physical and legal end of the will. Subscription immediately followed the in testimonium clause which customarily concludes a testamentary disposition. The clause which followed on the 7th page was not dispositive. The will had designated the executors. Under this provision of law (Surrogate’s Court Act, § 285) the executors are entitled to their legal commissions, which approximate the amount suggested in the supplemental paragraph. This additional paragraph that followed the signature was merely an instruction in the nature of a postscript, and not a material part of the will. Under the circumstances it was not so intended by the testatrix. Both the testatrix and the draftsman, Zeiser, must have regarded it as surplusage. The strict rule of scrutiny as to the conduct of Zeiser applies forcibly to the transaction: “Qui se scripsit haeredem, or, whoever draws a will in his own favor, does a thing which ought to excite the suspicion of a court, and call upon it to zealously examine the evidence.” Jessup’s Redf. 471. The additional clause is in his own handwriting and could not have been regarded as part of the will either by himself or the testatrix. The informal nature of this paragraph is further emphasized by the language of the first phrase. “ Under the terms of this will,” words of explanation or instruction, rather than of absolute bequest, and plainly not intended to be part of the instrument itself.

In recent years the courts have departed from the strict and technical rule of requiring subscription at the physical end of the will, to defeat the intent of the testator. Matter of Field, 204 N. Y. 448; Matter of Serveira, 205 App. Div. 686; Matter of Sidenberg, 115 Misc. Rep. 38; Matter of Gibson, 128 App. Div. 769; Matter of Rowe, (Fowler, S.) 159 N. Y. Supp. 615; Matter of Peiser, (Fowler, S.) 79 Misc. Rep. 668. In the language of Judge Vann in Matter of Field, supra,

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Bluebook (online)
123 Misc. 318, 205 N.Y.S. 780, 1924 N.Y. Misc. LEXIS 1139, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-mcconihe-nysurct-1924.