In re the Estate of McGerry

9 Mills Surr. 9, 75 Misc. 98, 134 N.Y.S. 957
CourtNew York Surrogate's Court
DecidedDecember 15, 1911
StatusPublished
Cited by8 cases

This text of 9 Mills Surr. 9 (In re the Estate of McGerry) 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 McGerry, 9 Mills Surr. 9, 75 Misc. 98, 134 N.Y.S. 957 (N.Y. Super. Ct. 1911).

Opinion

Fowler, S.

This matter comes before the surrogate on an application of Edward McGerry, claiming to be the brother of Mary McGerry, deceased, for a compulsory account of the proceedings of Jennie A. McGerry (now Mrs. Culloo) as administratrix of her sister, Mary McGerry, deceased.

The administratrix resists the application, and insists that she is the sole surviving sister and only next of kin and heir at law of Mary McGerry, deceased, and that the petitioner, Edward McGerry, is not the brother of Mary McGerry, deceased, or of the administratrix, and that he, therefore, has no title to the account sought, or to any distributive share of the estate of Mary McGerry, deceased.

The inquiry of the surrogate reduces itself to a single issue of fact: Is, or is not, Edward McGerry the brother of the intestate, Mary McGerry, and of the administratrix, Jennie? The estate is not large, but the gravity and importance of the issue to the parties and their posterity has extended the inquiry over many sessions of my court, and yet, notwithstanding the mass of testimony taken, the proofs are not nearly so far-reaching as the surrogate could wish, for no commissions to take depositions in Ireland, the birthplace of the disputants, have been taken out, and consequently the evidence offered rests wholly on the testimony of such witnesses as were accessible in this jurisdiction, and were sworn before me. The counsel for Edward McGerry, the claimant, has not even submitted a brief to me on the extended testimony, as he was unable to secure a copy of the stenographic minutes of the proceedings in this court, his client, the claimant, being too poor [11]*11to defray the expenses thereof and to take out commissions to Ireland. This situation compels me to give the matter the closest attention, in order that the omissions mentioned may not operate to the undue prejudice of the claimant, Edward McGerry, or those who are concerned with the res judicata.

It is no easy matter for me to sift for myself, from the extended evidence offered on the hearing, that which is really important to the issue. No pedigree or family chart whatever has been offered by the claimant in evidence, and almost all the testimony bearing on his family history and its organization is in dispute. Even the relationship of the claimant’s witnesses who give testimony on pedigree is involved in denials. In other words, their right to give any such evidence is denied. The family or families of both claimant and deceased were in what is called the humbler walk of life in their native land, and they were pursued by poverty, which disrupted the family or families, and forced many of the members to emigrate, one by one, from Ireland. Consequently, nearly all the data usually adduced in inquiries of this kind are wholly lacking here, and on many points of importance I am unassisted by claimant’s counsel; but I shall not neglect the inquiry.

The common law rules applicable to issues of this character have been formulated generally in those great causes which involve successions to honors or dignities rather than to estates. But such rules are not for that reason wholly irrelevant to the lesser cause before me. It is a truism of political philosophy that the rules of the common law are most often formulated in great cases, and at the expense of those who can best afford it. This is an advantage to the people at large. Titles to disputed estates only are usually tried in ordinary ejectment proceedings. Disputed successions to personal property, on the other hand, usually arise in this court or in like courts, where it is sometimes said, by respectable authorities, that in property cases the rules of evidence are less strict [12]*12than in cases involving disputed successions to dignities. But this statement of law I take leave to doubt. There is not at common law one rule of evidence for people of station and another for people of none. I shall, therefore, assume that the parties to this controversy cannot affect the rights of third persons by their mere admissions concerning a family status. The rules applicable in this court—on questions of pedigree-are strikingly like the rules applied on disputed successions to dignities, because both are founded on equitable applications of legal rules. I take it to be also an established rule that a person cannot be made a member of a family by his mere assertion. Doe v. Randall, 2 M. & P. 22; Blackburn v. Crawfords, 3 Wall. 175, 189. It is for such reasons that the uncorroborated assertion of the claimant, that he is a brother of the deceased, and the denial under oath of the administratrix amount to nothing of weight on the real issue. They leave it just where it started.

Nor are the admissions of the parties here of great consequence. Admissions are treated as. substantive evidence only in some cases, and then on a principle analogous to estoppels in pais. I am not unaware of the great difficulties of proving heirship or of the civil law maxim, “ Filiatio non potest probari,” adopted by Lord Coke and Lord Nottingham, or of the loose rules of evidence which sometimes spring from the recognition of that maxim in cases of this character. But in this court it is essential, in disputed successions to personalty of an intestate, that the claimant shall set forth in the proofs all the facts which constitute the consanguinity claimed. Admissions are not enough on such an issue as this, or where rights of third persons are concerned. See Shane Barony, Minn. Ev., 1830, Pt. 2, p. 35; Id., Pt. 3, p. 6. It was in view of some such general theory of law that it formerly was held that in cases of this character a party had no right to see the position of the adverse party, until he had first set out his own [13]*13pedigree. Rutherford v. Maule, 4 Hagg. 238; Hibben v. Calemberg, 1 Lee, 655. While this rule of procedure no longer obtains, its justice remains apparent. Otherwise, by a simple process of adoption or absorption, a claimant might falsely color the issue.

The burden of making out and sustaining his claim to be a brother of deceased and the administratrix (for there is no doubt, I think, that Mary and Jennie McGerry were sisters of the whole blood) is, in any event, on Edward McGerry, the claimant. This burden involves the necessity of showing in detail a common origin and a common kindred. If the claimant on such an issue as this, and whether it be to a title of dignity, or to an estate, real or personal, small or large, does not make out his pretensions by solid proofs, he must fail. Chandes Barony, and Berkely Earldom, both cited in Hubback’s Evidence of Succession (ed. 1845), p. 87; Adams Eject. (3d ed.) 281; Id. (1st Am. ed.) 28; Tyler Eject. 560; Dyer, 79a; 2 Saund. 45a.

Unfortunately this is not a mere case of the disputed identity of a claimant, such as was the well-known case of the Tichborne claimant. Fundamentally this cause is even more complex than the Tichborne case. This is a case where it is denied that there ever was such a son as the claimant born to the alleged common parents. This poor cause is in this respect rather nearer to the Annesley claim to the estate of Lord Anglesea, which I ventured to call to the attention of counsel on the trial, and which occupied for fifteen days the Irish Court of Exchequer in the year 1743. 17 Howell St. Tr. 1140.

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Bluebook (online)
9 Mills Surr. 9, 75 Misc. 98, 134 N.Y.S. 957, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-mcgerry-nysurct-1911.