In re the Estate of Schweigert

2 Gibb. Surr. 67, 17 Misc. 186, 40 N.Y.S. 979, 75 N.Y. St. Rep. 380
CourtNew York Surrogate's Court
DecidedMay 15, 1896
StatusPublished
Cited by5 cases

This text of 2 Gibb. Surr. 67 (In re the Estate of Schweigert) 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 Schweigert, 2 Gibb. Surr. 67, 17 Misc. 186, 40 N.Y.S. 979, 75 N.Y. St. Rep. 380 (N.Y. Super. Ct. 1896).

Opinion

Davie, S.

The will in question bears date April 29, IB'TS. The testator died on the 28th day of December, 1895. No issue is presented by the objections filed or the evidence as to decedent’s testamentary capacity, nor is the question of undue influence involved, but it is asserted' on the part of the contestants that the proponent has. failed to show a compliance with the statute in the execution of the mil or that decedent was apprised of its contents before its execution.

The evidence of the attesting witnesses; regarding formalities of execution', as might be reasonably expected in consequence of the long lapse of time, is. to some extent indefinite and uncertain. The will was drawn by a justice of the peace familiar,, to some oxtent, with the preparation and execution of wills, and tvlio resided in the vicinity of the decedent- The attesting witness, Lints; says: “The'will w-as. drawn about eighteen years ago. This is my signature to the will. I was at Multer’s. office when, "i signed it. He was a justice. Schweigert came to me and asked me to go to Multer’s office to witness his will. I wont and found Boss” (the other attesting witness) “at the office. He went with me. The will was drawn; I do not remember that I saw Schweigert sign it. I can only recollect one circumstance. Deceased said he and his wife wanted to go on a journey and he wanted to make a. will before he went. Boss, signed it at the sqme time; I saw him sign it. Multer did not read anything to me, but stated that was Schweigert’s will; deceased was there when he said that.” On his cross-examination, after speaking of what deceased'had said about going on a journey, the witness [69]*69added, ' that w;as- all I could recall, except that I remember going to Multer’s office and signing some paper that was called a will.” On re-direct examination he testified: “My best recollection is that deceased wrote his name to the will in my presence there, in the office, and in presence of Boss-, and before X signed.” The memory of the other attesting witness, Boss, was even less distinct as to the details of execution. lie recalled the circumstance of being at Multer’s office and signing the will, and he says: “The first tiring when I got to the office, I think, a part of the will was read over and I signed it.” The justice who-drew the will testified that deceased spoke to him about drawing the will a few days before its execution and made an appointment with him for that purpose, and while he says he has no-distinct recollection of the witnesses being present at the time of’ the execution, he testifies: “I know their handwriting and am satisfied that they were there at date of execution of will. I have no doubt that it” (the attestation clause) “was read over to-them a-t the time and in presence of deceased; I am willing to swear positively that I read this attestation clause to each of’ the witnesses in the presence of deceased, but I testify to that from my method of doing business of this kind.” The examination of each of these witnesses ivas somewhat exhaustive, but the -substantial portion of their evidence is above set forth, and it is quite apparent that their evidence, unsustained by the surrounding circumstances and the attestation clause, falls far-short of being sufficient to establish compliance with the statute.. The circumstance of the indistinctness of recollection on part of the witnesses is entirely explained by the fact that the will was made in 1878; that it was a transaction in which they had no personal interest, and to which their attention had not been called until proceedings were instituted for probate of the will. Oases of this character have frequently arisen, and the court» have held, that where the attestation clause to the will is full and complete it is not always essential that all of the particulars required by the statute to-constitute a valid execution of a will should be expressly proved: The presumption is- in favor [70]*70of due execution, and a failure of recollection on the. part of the subscribing witnesses will not defeat the probate, if the surrounding circumstances taken together with the attestation clause satisfactorily establishes such, execution. Matter of Probate of Pepoon Will, 91 N. Y. 255.

The evidence shows that-the decedent desired to make a will. He had a substantial reason for so doing. He employed the justice to draw the same. Tie went to the office of the justice on the appointed day, selected and called in each of the attesting witnesses and told each of them that he wanted them to go to Multer’s office to sign his will. Multer testifies that he drew the will after consultation with the decedent, and in the manner directed by him. The attestation clause is as follows: “The above instrument, consisting of one sheet, was at the date thereof, sealed, published and declared by the said Augustus Sehweigert as and for his last will and testament, in presence of us, who, at his request and in his presence and in the presence of each, other have subscribed our names as witnesses thereto. John Lints, residing at Ashford, Catt. Co.; H. D. Boss,, residing at Ashford, Catt. Co.”

It wall be seen that this attestation clause is full and complete in every particular, except that it fails, to recite that decedent signed the will in the presence of the witnesses. The phrase used is “sealed, published and declared by the said Augustusi Sehweigert.” One witness, who' was familiar' with the handwriting of the deceased, testified that the signature at the end of the will was that of the decedent. In fact, there is- no substantial controversy about that. One of the attesting witnesses, as above set forth, states that according to his best recollection decedent signed the will in his presence and in the presence of the other witness. The -witness Multer w!as asked the following question: “After looking at the will, can you say that deceased signed it before the witnesses did ?” To which the witness answered, “Yes.” I am of the opinion, after a careful review of the authorities bearing upon .this question, that this evidence ..taken in connection..with the surrounding circumstances estab-[71]*71Jisbes the fact that decedent either signed the will in the presence of the witnesses or acknowledged his signature to them.

In the case of Nickerson v. Buck, 12 Cush. 332, Justice Dewey says: “All that is necessary for him” (the witness) “to know from the testator is, that the. signature to the will is his or written by his direction and adopted by him; hence if the witness be requested by the testator to sign hi© name to the instrument as attesting witness, and the testator declares to the witness that the signature to the will is his, that is abundantly sufficient. But the adjudicated cases go further, and hold that the actual signature may be made known to the witnesses in other modes than an expressed declaration to the witnesses that the will is his. Any act or declaration carrying by implication an averment of such fact is equally effectual. Hence it has been repeatedly held that a declaration by a testator to the witnesses that the instrument is his will, or even a request by him to the witnesses to attest his will, or other varied forms of expression implying that the same had been signed by the testator, are either of them quite .sufficient.”

The same principle was also recognized and applied in Ela v. Edwards, 16 Gray, 91.

In the case of Ellis v. Smith, 1 Ves. Jr. 11, the principal question in controversy was whether the testator’s declaration before the witnesses that the paper was his will was equivalent to signing it before them, and it was held that it was.

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Bluebook (online)
2 Gibb. Surr. 67, 17 Misc. 186, 40 N.Y.S. 979, 75 N.Y. St. Rep. 380, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-schweigert-nysurct-1896.