In re the Estate of Stegman

133 Misc. 745, 234 N.Y.S. 239, 1929 N.Y. Misc. LEXIS 766
CourtNew York Surrogate's Court
DecidedMarch 25, 1929
StatusPublished
Cited by4 cases

This text of 133 Misc. 745 (In re the Estate of Stegman) 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 Stegman, 133 Misc. 745, 234 N.Y.S. 239, 1929 N.Y. Misc. LEXIS 766 (N.Y. Super. Ct. 1929).

Opinion

Evans, S.

Mr. Peter Stegman resided at 1539 Miller street, Utica, N. Y., when he died on September 26, 1928. He was about seventy-five years of age and was born in Germany but had lived in Utica for many years. He owned the double house on Miller street, leasing the one flat, and the other was occupied by a daughter, Mrs. Richardson, and her family with whom the decedent lived. His wife predeceased him, and he left as his heirs at law and next of kin two sons, two daughters and a grandson, named George Stegman, a minor child of a deceased son of the decedent.

There are now on file in the office of the surrogate three instruments purporting to be wills of the decedent.

The dates of these instruments are December 24, 1923, May 31, 1927, and September 23, 1928.

Proceedings are now pending to probate the instrument bearing the last mentioned date.

[746]*746For convenience the instruments on file will be referred to in the order of their dating as the first, second and third wills.

The real property is incumbered and the value of the equity is placed at $4,000. The value of the personal property is estimated at $2,300.

George Stegman, a son of the decedent, is named as executor in each will. He is contesting the probate of the third will now under consideration.

The first will directs that all real and personal property be converted into cash and equally divided between the four children and the grandchild of the testator.

The third will disposes of the property in the same manner as the first will.

The second will devises to the son George the house on Miller street, subject to the incumbrance and to be in full satisfaction of any obligation owed to George by the testator. The other son, Arnold Stegman, is relieved of paying a promissory note for $300, with interest, that the testator held against him. The residue is to be divided between the two daughters and the grandson mentioned.

The first and second wills were drawn by his attorney and each bears the signature of the testator in what may be styled a plain heavy hand.

The third will bears no signature of the testator excepting a wavering cross mark.

The witnesses to the third will are Anna J. Madden, the nurse who cared for the testator, and his son-in-law, with whom he lived, named Charles Richardson.

The contestant claims that the third will was never executed by the decedent and was prepared after his death.

There is no direct proof of this allegation, but certain incidents and circumstances are shown that the contestant asserts brand the third will as fraudulent.

The issue involved was tried before the surrogate without a jury. The first and second wills were in possession of the attorney who prepared them until after the death of the testator.

The third will was prepared by the attending nurse, whose name appears as a witness. She testified among other things that she had drawn several wills for patients. This practice for a nurse is unwise and such excursions into the field of law should be discouraged. The relation between patient and nurse is highly confidential. Under such conditions the opportunity for fraud and undue influence is too great for safety. The old adage that “ a shoe[747]*747maker should stick to his last ” still has its application. The drafting of wills had better be left to the legal profession.

It is well settled that the signature by a mark is sufficient as a subscription within the meaning of section 21 of the Decedent Estate Law. (Jackson v. Jackson, 39 N. Y. 153.)

This manner of execution is not rare but it is unusual, however, for a person to sign by a mark who is able to write. This fact in itself does not invalidate a will but it is obvious that it calls for great scrutiny on the part of a court.

Before admitting a will to probate, the surrogate must inquire particularly into all the facts and circumstances and must be satisfied with 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 on the proponent. (Howland v. Taylor, 53 N. Y. 627.)

A will bearing a cross mark as the signature of a person able to write received attention in Matter of Irving (153 App. Div. 728).

That will was admitted to probate and the decree sustained by a divided court with a strong dissenting opinion. The prevailing opinion among other things announced the rule in such a case as follows: “ Where one who can write has not signed his name to his will, but has instead thereof made his mark, and those taking substantial interests under the will are instrumental in obtaining it, while other interested persons act as witnesses to the signature, clear and satisfactory evidence is required to meet the burden of proof, and if the circumstances are not satisfactorily explained they may justify a conclusive presumption that the mark is not the subscription of the testator.”

In an ordinary case of a disputed signature it is possible to compare and analyze handwriting by the use of conceded standards. A mere cross mark prohibits and makes impossible this testing of proof.

The decedent became ill on Thursday, September 20, 1928, and the nurse who lived in the immediate neighborhood was called in on the case. According to the testimony, the patient had pneumonia and the next morning between six a. m. and seven a. m., while it was yet dark, he asked his daughter, Mrs. Richardson, to draw his will, but she replied that she could not, but that she believed the nurse might do it. Accordingly Miss Madden procured a nurses’ chart and on one sheet wrote what the decedent told her, with a lead pencil. He then sat up in bed and made a cross mark on the paper and after declaring the instrument to be his last will and testament he requested the nurse, Miss Madden, and his son-in-law, Charles Richardson, to sign as witnesses, which they did, [748]*748in the presence of each other. The nurse then retained custody of the instrument until after the death of the decedent on September 26, 1928, when it was turned over to the possession of Mrs. Richardson. The nurse testified that, at a preliminary examination of attesting witnesses, she and Mrs. Richardson had been good friends many years and were girlhood pals.

This witness at the trial denied the existence of close friendship and classed the Richardsons as neighbors.

Taken as a whole, I think that the evidence shows that the third will is supported only by testimony of highly interested witnesses. This fact, in itself, does not necessarily excite suspicion but it does impose upon a court the dirty of weighing and testing all other incidents and surrounding circumstances in connection with the transaction. We have here a bare recital by interested witnesses accompanied by a paper purporting to be a will bearing a cross mark for the signature of the alleged testator.

There is no evidence whatever that Mr. Stegman on any other occasion ever signed with a mark.

The claim that he was too weak to sign his name is flatly contradicted by the physician in charge, who was a witness for the proponents.

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Bluebook (online)
133 Misc. 745, 234 N.Y.S. 239, 1929 N.Y. Misc. LEXIS 766, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-stegman-nysurct-1929.