In re the Estate of Sears

33 Misc. 141, 68 N.Y.S. 363
CourtNew York Surrogate's Court
DecidedNovember 15, 1900
StatusPublished
Cited by9 cases

This text of 33 Misc. 141 (In re the Estate of Sears) 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 Sears, 33 Misc. 141, 68 N.Y.S. 363 (N.Y. Super. Ct. 1900).

Opinion

Davie, S.

The testatrix died March 26, 1900, leaving her surviving one daughter and two grandsons, the children of a deceased son, as her only heirs-at-law and next of kin.

The instrument offered for probate bears date July 25, 1884, and by its provisions the testatrix gives her entire estate to the daughter. The grandsons contest the probate on the alleged grounds of undue influence and lack of testamentary capacity, as well as upon the ground of a failure to comply with the statutory requirements in the execution of the will.

The evidence quite satisfactorily shows testamentary capacity on the part of the testatrix at the date of the execution of the will; and, while it appears that the relations between the testatrix and the daughter, her sole beneficiary, were, at the time of the making of the will, of a close and confidential character, yet the evidence falls far short of being sufficient to defeat probate on the ground of undue influence. The rule seems to be well settled that to avoid a will on the ground of undue influence it must be made [142]*142to appear that it was obtained by means of influence amounting to moral coercion, destroying free agency, or by importunity which could not be resisted, so that the testator was constrained to do that which was against his actual will, but which he was unable to refuse or too weak to resist. Brick v. Brick, 66 N. Y. 144.

In those cases where one member of a family obtains control of a parent, aged and infirm, by constant importunity and insidious efforts, and produces a testamentary disposition in favor of the one exercising such influence, and to the exclusion of those having equal claims, it becomes necessary for the law to extend its protection in order to prevent such improper and unjust interference. Delafield v. Parish, 25 N. Y. 95; Tyler v. Gardiner, 35 id. 594. Yet the evidence fails to bring this case within the operation of the principles enunciated by the cases last cited. The will in question was executed more than fifteen years before the death of the testatrix, and at a time when she possessed good business capacity; substantial reasons are also disclosed for discrimination in favor of the daughter as against the contestants, and, all considered, it cannot be said that the will is unjust or harsh in its terms or provisions.

These considerations eliminate every question on this contest aside from that of the formal execution of the will. On the trial, the proponent called as a witness the attorney who prepared and superintended the execution of the will, and sought to establish by his eiddence the details of such execution. Such evidence was objected to as being incompetent under the provisions of section 835 of the Code, and it was thereupon stipulated that such evidence be taken and retained or excluded, with the proper exception, on the final consideration of the case. The question of the admissibility of this evidence is one which now first claims attention.

The section of the Code above referred to provides: An attorney or counselor-at-law shall not be allowed to disclose a communication, made by his client to him, or his advice given thereon, in the course of his professional employment,” etc. Section 836 of the Code, qualifying sections 833, 834 and 835, as amended by chapter 416 of the Laws of 1877, was as follows: “ The last three sections apply to any examination of a person as a witness unless the provisions thereof are expressly waived * * * by the person confessing, the patient or the client.” Section 836 was [143]*143modified by chapter 295 of the Laws of 1893 by providing as follows: But nothing herein contained shall be construed to disqualify an attorney in the probate of a will heretofore executed or offered for probate or hereafter to be executed or offered for probate from becoming a witness, as to its preparation and execution in case such attorney is one of the subscribing witnesses thereto.” The amendment of section 836 above referred to was^ merely declarative of the law as it then stood, for the Court of Appeals had at that time passed upon this question in the leading case of Matter of Coleman, 111 N. Y. 222. It is claimed, however, on part of the proponent, that the transaction passing between the testatrix and the attesting witnesses, at the time of the execution of the will, in the presence and under the direction of the attorney, are not excluded by the provisions of the Code cited; but it was determined in the Matter of O’Niel, 26 N. Y. St. Repr. 242, that “ Practically, all that a man may say to an attorney, who is employed by him to draw his will and to superintend its execution, upon that subject, and all he may say to anybody else in the attorney’s presence and hearing at the time, cannot be lawfully disclosed by the attorney. The only exception is when the attorney is a subscribing witness.” See also Matter of Lamb, 21 Civ. Pro. 324. In the case last cited, it was said that' “ The language of section 835 of the Code, strictly construed, does not admit of a lawyer testifying to the facts attending the execution of a will drawn by him for his client.” A careful examination of the sections of the Code referred to, and the decisions relating to the same, leads to the conclusion that the attorney who prepared and superintended the execution of the will in controversy is not ,a competent witness to testify to the same. Consequently, the will must be either admitted to, or denied, probate upon the other evidence in the case.

At the end of the will is an attestation clause, full and complete in every particular, reciting the fact that The above-written instrument was subscribed by the said Eliza Sears, in our presence, and acknowledged by her to each of us; and she, at the same time, declared the above instrument, so subscribed, to be her last will and testament; and we, at her request, have signed our names as witnesses hereto, in her presence, and in the presence of each other, and written opposite our names' our respective places of residence.” This attestation clause is signed by both of [144]*144the attesting witnesses, both of whom are called and examined as witnesses on behalf of the proponent in this proceeding, and testify that they remember the occurrence of the execution of the will, and that they saw the testatrix sign the same, and that they signed as witnesses, in her presence and in the presence of each other; that the signatures at the end of the attestation clause are their respective signatures; but they each testify that they have no recollection, at the present time, of any declaration on the part of the testatrix that the instrument so subscribed by her was her will, nor do they either recollect that she requested them to sign as attesting witnesses. These witnesses do not assume to testify as a matter of present recollection that the testatrix did not, in fact, declare the instrument subscribed by her to be her will, or that she did not request them to sign as witnesses; but their evidence discloses a total want of present recollection in regard to these two subjects. The attesting witness, Austin Holt, testified, among other things, as follows: “ Q. Do you remember at one time of witnessing her will? A. I do. Q. Do you remember her signing this paper? [.Will shown witness.] Q. Is that Mrs. Sears’s signature? A. The signature to the will is Mrs. Sears’s. <3- Do you remember who requested you to witness the will? A. It is my recollection that you (Mr. Benson, the attorney who prepared the will) did. Q. Do you remember who went up with you? A. I haven’t a clear recollection of that. Don’t know whether I went up alone or with Mr.

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33 Misc. 141, 68 N.Y.S. 363, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-sears-nysurct-1900.