In re the Estate of Shaver

133 Misc. 112, 231 N.Y.S. 596, 1928 N.Y. Misc. LEXIS 1150
CourtNew York Surrogate's Court
DecidedSeptember 24, 1928
StatusPublished
Cited by2 cases

This text of 133 Misc. 112 (In re the Estate of Shaver) 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 Shaver, 133 Misc. 112, 231 N.Y.S. 596, 1928 N.Y. Misc. LEXIS 1150 (N.Y. Super. Ct. 1928).

Opinion

Evans, S.

Dr. Charles W. Shaver was for many years a practicing physician in the village of Camden, N. Y. He died on October 23, 1927, leaving a widow, Mrs. Jean Clelland Shaver, and an adopted daughter, Mrs. Charlotte Ward, who resides at Taberg, N. Y.

Mrs. Ward is now about thirty-eight years of age and- was adopted when she was about two weeks old and for all intents and purposes she and her three children were regarded by Dr. Shaver the same as blood relatives.

Dr. Shaver was a widower when he married Jean Clelland on June 4, 1925. Her present age is forty-seven years.

An instrument purporting to be his last will and testament bearing date June 1, 1926, was filed with this court on October 28, 1927, and duly admitted to probate without objections on the same date.

Hon. George J. Skinner of Camden, N. Y., was named as executor and he duly qualified and proceeded to administer the estate. Mr. Skinner is an attorney of excellent standing in Oneida county and now is and has for several years been the representative of his district in the New York State Assembly.

On December 21, 1927, Mrs. Jean Clelland Shaver came to the surrogate’s office at Utica, N. Y-, and handed to the clerk of the court a sealed envelope bearing the inscription: “ Property of Charles W. Shaver, not to be opened until after my death.”

The envelope was opened by the clerk of the court and contained a paper purporting to be a will of Dr. Shaver bearing date May 10, 1927.

Proceedings to probate the later document and to revoke the probate of the prior will were instituted by Mrs. Jean Clelland Shaver. The will already probated provides a legacy of $6,500 to the widow and also all furniture and house furnishings purchased after June 1, 1925, are to be hers.

A legacy of $1,000 each to the three minor children of his daughter, Charlotte M. Ward, is given, and the residue of the estate passes to Charlotte M. Ward.

The document filed on December 21, 1927, provides a legacy of $10,000 to the widow, Jean Clelland Shaver, the life use of $10,000 and the life use of the house where Dr. Shaver lived. Furniture and house furnishings purchased after June 1, 1925, and the [114]*114automobile were also bequeathed to her. After her death the fund of $10,000 is bequeathed to the daughter, Charlotte M. Ward, who is also the residuary legatee. The house is devised equally to the three minor children of Charlotte M. Ward. The executor named is Hón. George J. Skinner. On behalf of the infants, Charles I. Ward, Catharine M. Ward and John Wesley Ward, whose interests were affected by the later document, Mr. D. F. Searle was appointed special guardian and he filed an answer denying the execution and publication of the instrument.

The issue is forgery. The position taken by the contestants is that the document sought to be admitted to probate as the last will of Dr. Shaver is a forgery and that his widow is the author of the forgery.

The issues thus raised were tried before the surrogate without a jury.

An examination of several contested will cases where the issue was forgery seems to indicate that this issue is quite likely to concern estates of men of affluence with no close family ties. (Matter of Oliver, 126 Misc. 511; Matter of Burtis, 43 id. 437; People v. Patrick, 182 N. Y. 131.)

The case under consideration is lacking in that feature.

Dr. Shaver was a man about seventy-two years of age at the time of his death. He was a man of high standing as a citizen and physician. He practiced his profession for many years in Camden and in the surrounding territory. The evidence shows that his home life was happy and normal. There is proof that he entertained a natural love and affection for his wife, his daughter and her children. It is with this environment as a background that we mobilize the various elements and circumstances in the latter days of the testator’s life in order to discover the solution of the problem here presented:

Contests over the probate of wills are common. The usual grounds assigned are lack of due execution, mental unsoundness of the testator and undue influence. The issue of forgery is rare. A will is unlike any other document. There is a saying current among the legal fraternity “ that no will has a brother.”

The forgery of checks, notes, drafts and other commercial paper is common. The annual loss through this means is said to be large. Unsuspecting merchants and other business men are frequently the victims. The check worker may ply his nefarious trade alone and unaided. The forged will is in a class of its own. The very nature of the act involves a conspiracy and requires the concerted action of several persons. Single-handed fraud is impossible. A will requires at least two attesting witnesses. It must [115]*115be admitted to probate by a court of competent jurisdiction. There can be no haste or disregard of legal requirements. Every person having a legal interest in the estate is cited to appear in court. A will must run the gauntlet of many sharp eyes and keen inquiring minds. It may be subjected to attack by hostile heirs or next of kin. Before admitting a will to probate the surrogate is charged by the law to inquire particularly into all the facts and circumstances and must be satisfied of the genuineness of the will and the validity of its execution. (Surrogate’s Court Act, § 144.)

The burden of proof to establish the genuineness of a will is with the proponent. (Howland v. Taylor, 53 N. Y. 627.)

It is thus apparent that an attempt to foist upon a court a spurious will is attended with many difficulties and dangers. Before discussing the concrete issue of forgery, attention must be given to certain facts not in dispute to ascertain what if any assistance they render in deciding the main question.

What are the landmarks and the signposts in this controversy? A gratifying condition is presented in the trial of this case in that the witnesses sworn on both sides are high grade men and women. There is no inconsistency in stating that the testimony of these witnesses bore the earmarks of truth. There is little contradiction here but merely difference of opinion and opposite conclusions.

Members of the legal profession are aware of certain characteristics that people manifest about drawing a will. Two extremes may be mentioned. One is the type who procrastinates and displays almost a superstitious dread or aversion to making a will. The other type executes many wills with codicils and changes that are almost bewildering. The executor testified that he had prepared four wills for Dr. Shaver. This fact justified the belief and tends to indicate that his mind was subject to change and that he had no permanent, fixed and settled purpose in the final disposition of his property. This is some evidence that the making of a new will accords with the habits of the testator. We also have the right to infer that Dr. Shaver acquired some experience in the drafting of wills at least about the requirements of witnesses and signing in their presence.

Another test applied in will contests relates to continuity of testamentary intent. Do the provisions of a document sought to be probated as a will harmonize as a whole with other wills made or with declarations of the testator?

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133 Misc. 112, 231 N.Y.S. 596, 1928 N.Y. Misc. LEXIS 1150, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-shaver-nysurct-1928.