In re the Estate of Smith

161 Misc. 194, 291 N.Y.S. 878, 1936 N.Y. Misc. LEXIS 1544
CourtNew York Surrogate's Court
DecidedOctober 8, 1936
StatusPublished
Cited by7 cases

This text of 161 Misc. 194 (In re the Estate of Smith) 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 Smith, 161 Misc. 194, 291 N.Y.S. 878, 1936 N.Y. Misc. LEXIS 1544 (N.Y. Super. Ct. 1936).

Opinion

Slater, S.

The will of this decedent was offered for probate. Objections were filed and later withdrawn upon stipulation of the parties. The contestants argued for revocation. The facts are so unusual that, even after settlement, I am filing this opinion.

The decedent was an old gentleman at the time of his death on November 12, 1935. He was an educated person and, in former years, had been engaged as private secretary to at least one man [195]*195of national prominence in the financial world. He knew stenography as well as typewriting. In his home in Yonkers he had collected many books on various subjects. He was a collector of clippings, papers and of written or printed documents. At the time of his death he lived with a servant and had his private secretary come in to assist him. The evidence is that he typewrote his own will upon his ancient Remington typewriter which is still in the home. The will was executed on the 5th day of August, 1918, before three witnesses then working in the business office of the New York Athletic Club in New York city, of which decedent was a member. One of the witnesses testified, one is dead, and the other is out of the State at the present time. The paper writing consisted of two sheets of paper pasted together at the top and having six small holes on the side for loose leaf binding. The two sheets of paper filed as his will were not of the same make of paper. The first sheet contains a water mark; the second sheet does not. This paper writing was found in an envelope on which was written Papers for Executors ” in a wooden box in the decedent’s library. It will be designated as “ A.” The secretary, in making a search of the room for other papers, came upon the first sheet of a will in another place. This will be called “ B.” It was typed upon a Remington machine which carried a two-colored ribbon. The beginnings of the paragraphs of this sheet are typed in red ink, the remaining portions being typed in black. Four lines had been crossed out by drawing a red pencil through them, the four lines directing the burial of the willmaker in Woodlawn Cemetery. The paper writing “A,” as produced, provided for his burial in Greenwood Cemetery. That was the only change.

The testimony of the witness to the will threw no light on the question because it was impossible for him to testify except as to execution.

Mr. Albert D. Osborne, an expert on questioned documents, was called to testify.

Section 34 of the Decedent Estate Law provides for the revocation and cancellation of written wills. No will in writing, nor any part thereof, _ shall be revoked or altered otherwise than by some other will in writing or some other writing of the testator declaring such revocation or alteration, and executed with the same formalities with which the will itself was executed; or unless such will is burned, torn, canceled, obliterated or destroyed with the intent and for the purpose of revoking the same by the testator himself.

If a revocation is effective in the instant case, it was done by the testator himself taking apart the two original sheets to the [196]*196paper writing executed on August 5, 1918, typewriting himself a new first sheet and pasting it on the original second sheet which contained the signature and the executed part. Can it be held that such performance by the testator falls within the law relating to statutory revocation?

There is no proof present that the willmaker intended to revoke the will. 'In fact, every inference is that he intended to leave it unrevoked.

In the admission of wills to probate, courts are met with erasures, mutilations, interlineations and additions made to a will, but such do not change the will unless they were made with the same formalities with which the will itself was required to be executed. (Lovell v. Quitman, 88 N. Y. 377; Matter of Fox, 118 Misc. 352.) The mutilation of a paragraph of a will does not revoke it and, where the contents or substance of a clause cannot be proven and where missing parts cannot be established, the remaining portion may be probated unless it can be seen that the missing parts of the will affect or alter the part that remains.

Such alterations will not invalidate the instrument if the original intention of the testator can be ascertained. (Matter of Lang, 9 Misc. 521, 528.)

In Speake v. United States (9 Cranch, 28) Judge Torey said: The fact, that there is an erasure or interlineation apparent on the face of the deed, does not, of itself, avoid it.”

Any subsequent conversation or conduct by the testator cannot vitiate the will unless it is tantamount to a revocation. (Stevens v. Stevens, 6 Dem. 262.)

Where a testator, after the execution of his will, makes erasures and interlineations therein without intending to revoke and without re-executing the same, the will will be admitted to probate as originally executed. The cancellations, obliterations or destruction of a will with intent to revoke the same, as declared by the statute, refer to the whole will and not to a particular provision thereof. It was clear that the will as originally drawn was not intended to be revoked but only changed in the parts mentioned. Since this was not attempted to be done under the statute, the will must be admitted as it was originally executed. (Matter of Prescott, 4 Redf. 178.) In the case of McPherson v. Clark (3 Bradf. 92, at p. 98) the court said that the revocation depends on the testator’s intention and “ it has become a well-established rule not to give effect to a part of the testator’s intention when effect cannot be given to the whole of it.”

The effect of an unauthorized and unauthenticated erasure or interlineation in a will, made after the execution, is to render the [197]*197change sought to be made inoperative, leaving the will to stand in the form and effect before the change was attempted. The reason for such a rule in cases of wills is apparent. The statute has surrounded the execution of testamentary instruments with certain reasonable forms and ceremonies as a shield in the protection against fraud and imposition and the purpose of such precautionary measures might be entirely defeated if held applicable only to the original execution, leaving subsequent alterations and modifications, however important, to be made without such protection. (Matter of Carver, 3 Misc. 567, 570.)

In this State the burden of making out revocation is ordinarily on the contestant pleading it. (Matter of Parker, 100 Misc. 219, 225.) Implied revocations are now regulated by statute. (Dec. Est. Law, § 34.)

“ It is an established rule * * * . that where a revocation of a will is sought to be established from the simple fact that the testator cut, tore or obliterated the text of the script of his will, either in whole or in part, animus revocandi must also be established aliter ” (p. 228).

In every instance of an implied revocation by destruction of any kind quo animo the act is done must be established aliunde. The mere physical act of destruction is too equivocal to effect an implied revocation per se. The destruction may have been unintentional; it may have been by a stranger, therefore quo animo it was in fact done becomes highly essential under the Statute of Revocations.

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In re the Probate of the Will of Fox
9 A.D.2d 365 (Appellate Division of the Supreme Court of New York, 1959)
In re the Probate of the Will of Fox
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In re the Probate of the Will of Marshall
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In re the Probate of the Will of Schell
277 A.D.2d 513 (Appellate Division of the Supreme Court of New York, 1950)
In re the Probate of the Will of Andrews
195 Misc. 421 (New York Surrogate's Court, 1949)

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Bluebook (online)
161 Misc. 194, 291 N.Y.S. 878, 1936 N.Y. Misc. LEXIS 1544, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-smith-nysurct-1936.