In re the Estate of Simpson

175 Misc. 718, 24 N.Y.S.2d 954, 1941 N.Y. Misc. LEXIS 1401
CourtNew York Surrogate's Court
DecidedJanuary 16, 1941
StatusPublished
Cited by10 cases

This text of 175 Misc. 718 (In re the Estate of Simpson) 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 Simpson, 175 Misc. 718, 24 N.Y.S.2d 954, 1941 N.Y. Misc. LEXIS 1401 (N.Y. Super. Ct. 1941).

Opinion

Foley, S.

In this contested probate proceeding the proponent moves for the dismissal and the striking out of the objections of the contestant, Josephine C. Sutton, and the notice of appearance filed on her behalf by her attorney. The application is based upon the contention that the contestant was not related to the testatrix, was not one of her next of kin and, therefore, lacks a legal status to contest the will. A hearing was ordered by the surrogate for the submission of proof by the contending parties as to the kinship of the contestant. Oral and documentary evidence has been taken upon the issues.

The husband of the testatrix had predeceased her. Their two children had likewise died before her without leaving issue. In the petition for probate and in a supporting affidavit, the contestant was described, upon information supplied by her, as one of the next of kin and a first cousin of the testatrix. It was contended upon the trial of status, however, that she was of nearer relationship and was actually a niece, as the daughter of a deceased sister of the testatrix. This altered claim was clearly an afterthought on the part of the contestant. As a first cousin she would share the estate in intestacy with at least nine other first cousins. If she could establish her lawful status as niece, she would be the sole next of kin. The questions now presented for determination are:

(1) Was the contestant’s mother, now deceased, the legitimate or illegitimate daughter of the mother of the testatrix?

(2) If the contestant’s mother was illegitimate, is the contestant, under our statute of distribution, a next of kin of the testatrix?

The surrogate holds upon the evidence that the mother of the contestant was born out of lawful wedlock. The documentary evidence in the case is extremely impressive in support of that conclusion.

[720]*720It has been urged by counsel for the contestant that the presumption of legitimacy should be invoked and applied in favor of the deceased mother of the contestant so as to sustain the status of the contestant as a niece of the testatrix. While that presumption is one of the strongest known to the law, nevertheless, like other presumptions, it is subject to be rebutted by the evidence in the case. In Matter of Findlay (253 N. Y. 1), Chief Judge Cardozo, with his distinctive vigor, restated the rules relating to the presumption. He wrote that countervailing evidence may overcome and shatter the presumption. “ Issue will not be bastardized as the outcome of a choice between nicely balanced probabilities. * * * They will not be held legitimate by a sacrifice of probabilities in a futile quest for certainty.” He quoted from Nolting v. Holt (113 Kan. 495; 215 P. 281): “ When all the ends which the presumption of legitimacy is designed to conserve have been defeated by sordid facts, the courts must deal with the situation in a common-sense way.”

The question is thus presented whether the proofs before the surrogate justify the presumption of legitimacy or rebut it. The male ancestor of the testatrix and of the contestant emigrated from Europe over a century ago. His original name was “ Septant.” For business purposes the ancestor shortly after he came to America adopted the name “ Sutton.” Josephine Marie Sutton was the mother of the testatrix by her ceremonial marriage to Julius T. Wolff. They were married on May 22, 1852. Some seven years before that marriage and on September 8, 1845, a daughter was born to Josephine, who was named Elizabeth. Elizabeth was the mother of the contestant. It is the status of Elizabeth, as legitimate or illegitimate, which is the subject of dispute here. It is claimed by the contestant that the father of Elizabeth was one Thomas Duncan. No record of any ceremonial marriage between Duncan and Josephine Sutton has been found, nor is there the slightest proof of a common-law marriage. In fact, the testimony of the contestant, herself, forever destroys the inference of the latter form of marriage by her statement that Josephine and Duncan never lived together as man and wife. Josephine, the alleged wife, never used the name Duncan and in so far as the documentary proof is concerned continued to be known as Josephine Sutton up to the time of her marriage to Wolff in 1852. The baptismal record of Elizabeth, the daughter of Josephine whose legitimacy is in dispute, is particularly significant. She was baptized in a. church in Buffalo, N. Y. The name of her mother was given in the baptismal record as “ Josephine Sutton Septant.” The latter name was, as previously stated, her father’s original [721]*721name before the change to “ Sutton." The name of the father of the child, Elizabeth, is significantly omitted from the baptismal record. This document was offered in evidence by the contestant, despite the inferences unfavorable to her, which necessarily follow from it. With the usual care given to entries in a baptismal record, the omission to mention the father of the child is strong indication that the mother of the child was not married and that the child was not legitimate.

When Josephine, the mother of Elizabeth, subsequently married in 1852 Julius T. Wolff, the father of the testatrix, she was known by her maiden name — Sutton. That fact is clearly revealed by a book entitled “ Family Record," which was written by the testatrix and her son. It contains an interesting genealogical history of the family of the testatrix. It was also offered in evidence by the contestant. No reference is made by the testatrix or by her son in that book to the fact that her mother, Josephine, had been previously married to Duncan, or to any other person. Josephine’s daughter, Elizabeth, was reared as “ Elizabeth Sutton," using the surname of her mother. The testimony shows that Elizabeth never used her alleged father’s name Duncan. In the book entitled “ Family Record ” she is not even mentioned as a relation of the testatrix, although, if legitimate, she was her half-sister. Again, the omission is significant. There was no reason to suppress her existence if she was the legitimate half-sister. The testatrix in the “ Family Record ” mentioned the name of her full brother George William Wolff. The omission of any reference to the birth or even the existence of Elizabeth was plainly intended to conceal what was regarded as an unfortunate scandal in the family.

There is testimony showing that Elizabeth Sutton at times was known, after her mother's marriage to Julius T. Wolff, as “ Elizabeth Wolff.” The employment of that name was not extraordinary for children frequently are given and use the name of the stepfather. On June 22, 1863, when she was seventeen years of age, Elizabeth married her uncle, Nicholas Sutton (Septant). He was a full brother of the mother of the testatrix. Because of the blood relationship of uncle and niece between the prospective groom and bride, it was necessary to procure a dispensation for that marriage from the authorities of their church, fn that dispensation, which is in evidence, the prospective bride was described as Elizabeth Wolf (a slight variation from her mother’s married name “ Wolff ’’). The church record of the dispensation in its reference to the name of the father of the prospective bride significantly states — “ father’s name not given.” Again, there is strong indication of the illegitimacy of Elizabeth who was married [722]*722under this dispensation. From that marriage was born Josephine C. Sutton, the contestant here.

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Bluebook (online)
175 Misc. 718, 24 N.Y.S.2d 954, 1941 N.Y. Misc. LEXIS 1401, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-simpson-nysurct-1941.