In re the Estate of McGurty

151 Misc. 2d 42
CourtNew York Surrogate's Court
DecidedNovember 13, 1990
StatusPublished
Cited by1 cases

This text of 151 Misc. 2d 42 (In re the Estate of McGurty) 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 McGurty, 151 Misc. 2d 42 (N.Y. Super. Ct. 1990).

Opinion

OPINION OF THE COURT

Lee L. Holzman, J.

In this motion for summary judgment, the nominated executor under the propounded instrument dated January 14, 1949 seeks a judgment admitting the will to probate. The New York Province for the Society of Jesus (the Jesuits) is the sole beneficiary under the propounded instrument and the president of the Society is the nominated executor.

Decedent died on December 28, 1986 at the age of 72. He [43]*43was survived by two brothers, one of whom filed objections to probate. The objectant alleged that the instrument was not executed in accordance with the required statutory formalities, that it was a product of fraud and undue influence and that decedent executed it by mistake without having read it. The objectant subsequently died and his daughter, in her capacity as the executrix of his estate, was substituted as a party in his place. Movant contends that the objections fail to raise any legitimate factual issue as to the validity of the instrument.

Movant notes that a Jesuit is free to dispose of his property to whomever he wishes prior to taking his final vows. However, in conjunction with taking his final vows, which include a pledge to be completely dependent upon the Society, a Jesuit is required to execute a will leaving his entire estate to the Society. He is also required to execute other documents in which he represents that he does not believe that he presently owns any property and that, if he is mistaken in this belief, he shall give it to the Society. He also agrees to renounce any property that he might thereafter be entitled to receive by inheritance and that he will give to the Society any property thereafter acquired by gift or legacy other than by inheritance. Decedent entered the Society on February 1, 1932 and took his perpetual vows in 1934. It was not until January 1949 that he executed the propounded instrument, the other required documents and took his final vows.

The propounded instrument was executed in the office of John A. Hughes, S. J., the rector (President) of St. Andrew-on-the-Hudson in Poughkeepsie, New York. The witnesses to the instrument were Father Hughes, Father Gargan and Father Fingerhut, all members of the Society of Jesus. No attorney was present. All three of the attesting witnesses are now dead but Father Hughes survived the decedent and was deposed by both parties on April 20, 1988.

The deposition of Father Hughes, who was born in 1900, is typical of the deposition that might be taken of many people who have lived for more than eight decades. Occasionally, it would take some time before he fully grasped the inquiry directed at him but, once fully focused, his recall of events occurring almost 40 years earlier was as good as could be expected from anyone.

Father Hughes’ answers to questions posed by counsel for the proponent as well as some of his answers to questions [44]*44posed by counsel for the objectant indicated that he had known the decedent since he first entered the Society, approximately 17 years prior to January 1949, that decedent had known from the time that he had entered the order that he would execute a will leaving his entire estate to the Society if he decided to take his final vows, that decedent was of sound mind and free from restraint when he signed the will, that decedent requested those present to witness the will and that decedent and the attesting witnesses all signed in the presence of each other. Furthermore, the witness stated that he was charged with supervising the execution of wills in his capacity as the rector and that it was his policy to read the document aloud before the actual signing.

Objectant contends that the testimony raises factual issues as to whether the decedent acknowledged to the attesting witnesses that the instrument was a will and as to whether he requested that they serve as attesting witnesses. She also asserts that there is an issue as to whether decedent or the witnesses first signed the instrument. Lastly, objectant argues that there are serious questions as to whether the will was a product of undue influence as a result of the following: the confidential relationship between the sole beneficiary and the testator (Matter of Putnam, 257 NY 140), the presence of only members of the Society at the execution ceremony, the policy of the Society not to allow the testator to take his final vows unless he executed the will, and the statement of the testator to his niece in the days immediately prior to his death that he had no will and wanted to make one.

The death of all of the people present at the execution ceremony cannot be ignored. Should this case be submitted to a jury, they will not have the opportunity to view witnesses to assess their credibility. Instead, their determination would be based solely upon the evidence presently before the court. The attestation clause in the propounded instrument states that the will was "signed, sealed, published and declared, by the above testator as and for his last Will and Testament in the presence of us, who, at his request, in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses thereto.” The facts set forth in an attestation clause are prima facie evidence of those facts and together with other evidence may suffice to establish the validity of the will even though the attesting witnesses thereafter fail to recall the facts set forth therein or testify to the contrary (Matter of Cottrell, 95 NY 329; Matter of Watts, 71 Misc 2d [45]*45621; Matter of Bright, 20 Misc 2d 789, affd 12 AD2d 745; Matter of Zipkin, 3 Misc 2d 396).

Here, the testimony of the then surviving attesting witness did not contradict any statement contained in the attestation clause. At most, in response to leading questions, which were posed and answered in succession rather than read and digested at the leisure of the elderly witness, the witness candidly stated that he could not definitively state that he had an independent recollection as to any of the specifics of an event occurring almost four decades earlier. However, he repeatedly insisted that he knew the decedent well and that the decedent knew that he was executing a will leaving his entire estate to the Society. The witness also consistently stated that he had supervised many will execution ceremonies in his status as rector, that it was his custom to read the entire instrument aloud before it was executed, and that he was confident that he had done so in this case.

The only admissible proof that could be adduced before a jury on the issues of testamentary capacity and due execution are the attestation clause and the deposition of Father Hughes. Based upon this evidence, the court would be obliged to direct a verdict in favor of the proponent (Matter of Cottrell, supra; Matter of Watts, supra; Matter of Bright, supra; Matter of Zipkin, supra). To rule to the contrary would result in denying probate to instruments whenever objections have been interposed and the attesting witnesses candidly cannot recall the specific details about an event which lasted for less than an hour decades earlier. Although the admission of a will to probate is a solemn event, due execution and testamentary capacity must be proved by only a preponderance of the evidence (Matter of Kumstar, 66 NY2d 691) rather than beyond a reasonable doubt because the doors of the courts should be open more easily to carry out a testator’s last wishes than the doors of the prisons to incarcerate those guilty of a crime.

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151 Misc. 2d 42, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-mcgurty-nysurct-1990.