In re the Estate of Rhode

170 Misc. 596, 10 N.Y.S.2d 828, 1939 N.Y. Misc. LEXIS 1643
CourtNew York Surrogate's Court
DecidedMarch 24, 1939
StatusPublished
Cited by1 cases

This text of 170 Misc. 596 (In re the Estate of Rhode) 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 Rhode, 170 Misc. 596, 10 N.Y.S.2d 828, 1939 N.Y. Misc. LEXIS 1643 (N.Y. Super. Ct. 1939).

Opinion

Hart, S.

An action has been commenced in Supreme Court by Rosina Braunlich against Henry W. Pottle, as executor and trustee under the last will and testament of Clara E. Rhode, deceased, based upon an alleged agreement between the plaintiff and the decedent to make a will in favor of the sister. The will of Clara E. Rhode, deceased, has been admitted to probate in this court.

The defendants made a motion in the Supreme Court, the purpose of which was to inspect and photostat the papers on which were written the wills of Clara E. Rhode of an earlier date than the one probated. The order of the Supreme Court provided as follows:

Ordered, that the plaintiff, Rosina Braunlich, produce at the office of Gibbons, Pottle & Pottle, the attorneys for the defendant Pottle, 618-630 Walbridge Bldg, in the City of Buffalo, County of Erie, and State of New York, on the 13th day of January, 1939, at three o’clock in the afternoon of that day, the following documents, to wit:
“ 1. Each and all of the paper writings or documents described in the sixth paragraph of the plaintiff’s complaint herein and therein alleged to constitute successive wills made by the said decedent, Clara E. Rhode, and the said plaintiff, Rosina Braunlich, to procure, insure or provide for the observance of the agreement in said complaint alleged.
“ 2. Each and all of the documents, if any there be, referred to in the sixth paragraph of the plaintiff’s complaint in this action, which shall constitute or tend to constitute any contract between the plaintiff and the decedent, Clara E. Rhode, to the effect that each would will, transmit, or leave all of the property of the one first to die to the survivor, or that all of the property of the one first to die should or would become the property of the survivor, but if it shall be claimed that there was no written document constituting the will or any part of the said alleged contract, then that they submit in place and stead thereof an affidavit of the plaintiff duly verified to the effect that the said alleged agreement was orally made, never reduced to writing and that there are no written instruments other than the wills hereinbefore referred to which constitute or tend to constitute the said agreement, and that the said plaintiff allow the defendant, Henry W. Pottle, as executor and trustee, and his attorneys, Gibbons, Pottle & Pottle, to examine and inspect each and all of the documents and paper writings as hereinbefore mentioned, and to make photostatic copies of each and all thereof.
And it is further ordered that after such inspection, to wit on the said 13th day of January, 1939 at thirty minutes after three o’clock in the afternoon of that day the said plaintiff, or her attor[598]*598neys, produce each and all of the aforementioned documents at the office and place of business of Buffalo Blue Print Company, in the Andrews Bldg. 36 Court St., in the City of Buffalo, County of Erie and State of New York, and that at said time and place the said plaintiff permit and allow the said Buffalo Blue Print Company to make or take a photostatic copy of each and every document hereinbefore mentioned.”
[Signature of judge and date of entry.]

The attorneys for the executor commenced an inquiry proceeding in this court, requiring that the said Rosina- Braunlich be ordered to attend the inquiry and be examined accordingly, and deliver certain paper writings purporting to bé last wills and testaments made by Clara E. Rhode, prior to the instrument admitted to probate by the Surrogate's Court, as and for her last will and testament.

The attorney for the First Trinity Evangelical Lutheran Church, a legatee under the last will and testament of the said decedent, has instituted two proceedings, one under section 137 of the Surrogate's Court Act, which provides as follows:

§ 137. Petition to compel production of will. Whenever, it shall appear by petition of any person claiming to be interested in the estate of a decedent, including a creditor, that there is reasonable ground to believe that any person has destroyed, retained, concealed, or is conspiring with others to destroy, retain or conceal a will or testamentary instrument of a decedent, or has any knowledge as to such facts, the court must make an order requiring the respondent to attend and be examined in the premises, and may in such order or otherwise in the proceeding require the production of any will or testamentary instrument. Service thereof must be made by delivery of a certified copy thereof to the person or persons named therein and the payment or tender to each of the sum required by law to be paid or tendered to a witness who is subpoenaed to attend a trial in Surrogate’s Court.”

The other proceeding was brought under subdivision 3 of section 249-t of the Tax Law, which is as follows:

3. When it is made to appear to a surrogate of any county in this State that a safe deposit company, trust company, bank, person or corporation has in its possession or under its control papers of a decedent of whose estate such court has jurisdiction or that the decedent had leased from such a corporation a safe deposit box, and that such papers or such safe deposit box may contain a will of the decedent, a deed to a burial plot in which the decedent is to be interred or a policy of insurance issued in the name of the decedent and payable to a named beneficiary, he may make an [599]*599order directing such safe deposit company, trust company, bank, person or corporation to permit a person named in the order to examine such papers or safe deposit box and to make an inventory of such papers or of the contents of such safe deposit box in the presence of a representative of the Tax Commission and an officer of such safe deposit company, trust company, bank or corporation, or agent of such person, and if a paper purporting to be a will of the decedent, the deed to a burial plot is found among such papers, or in such box, to deliver such will to the clerk of the Surrogate's Court of such county, or such deed to such person as may be designated in such order, or such policy of insurance to the beneficiary named therein. The clerk of said court shall furnish a receipt upon the delivery to him of the will.”

The inquiry proceeding will be considered first in this opinion.

Counsel for the executor takes the position, and quite correctly, that one of the highest obligations resting upon the executor in any estate, where an action has been brought to establish an agreement destructive of the will, is to use his best efforts to sustain the will by all reasonable and proper means, and this is being done in this case. Counsel further states in his brief that it is not only within the power of the surrogate to help, aid and assist his officer, the executor, to perform his duties but it is his absolute, unqualified duty to do so. Surely the executor cannot expect the Surrogate's Court to become his ally in the litigation pending in the Supreme Court. It is the duty of the Surrogate's Court fairly, impartially and conscientiously to decide matters brought before it, and this is what this court proposes to do.

It was held in Matter of Denham (182 N. Y. Supp. 90) that a discovery proceeding cannot be used for the purpose of discovering and ascertaining evidence to be used in another proceeding.

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26 Misc. 2d 827 (New York Surrogate's Court, 1960)

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Bluebook (online)
170 Misc. 596, 10 N.Y.S.2d 828, 1939 N.Y. Misc. LEXIS 1643, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-rhode-nysurct-1939.