In re the Estate of Tremain

169 Misc. 549, 7 N.Y.S.2d 781, 1938 N.Y. Misc. LEXIS 2118
CourtNew York Surrogate's Court
DecidedNovember 4, 1938
StatusPublished
Cited by9 cases

This text of 169 Misc. 549 (In re the Estate of Tremain) 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 Tremain, 169 Misc. 549, 7 N.Y.S.2d 781, 1938 N.Y. Misc. LEXIS 2118 (N.Y. Super. Ct. 1938).

Opinion

Millard, S.

The decedent, a resident of Dobbs Ferry, N. Y., died on March 2, 1937, at the age of seventy-nine years. Her husband predeceased her and she left no children or other descendants. Her only distributees are a brother, Stephen H. Jackson; a sister, Abigail Hull Louderback; a niece, Diana Adriana Tucker, and two nephews, Charles Tremain Jackson and Henry H. Jackson, the last three being the children of Henry Hull Jackson, a deceased brother.

[551]*551She left a paper writing, dated September 15, 1932, which has been offered for probate, as her last will and testament, by the Bank of New York and Trust Company, one of the executors named therein. Stephen H. Jackson, the other named executor, did not join in the application for probate. The purported will attempts to dispose of an estate, said to be in excéss of two million dollars, among various named individuals and charitable organizations, among which are the brother, Stephen H. Jackson, and the sister, Abigail Hull Louderback. At the end of paragraph numbered fifth ” thereof, decedent makes the following statement: “I do not wish any of my nieces and nephews to participate in my estate and I have therefore intentionally omitted them from my will. They have sufficient property of their own or have already been amply provided for.”

On June 15, 1937, the return date of the probate citation, Henry H. Jackson and Charles Tremain Jackson filed an answer to the petition for probate, which contained three separate defenses. The first defense attacked the validity of certain of the devises and bequests contained in the will; the second defense attacked the validity of the exercise by the testatrix of a power of appointment given to her under the will of her father, Peter A. H. Jackson, and the third defense attacked the validity of certain other devises contained in her will.

On July 21,1937, this court made an order permitting the consent of Diana A. Tucker to the probate of said paper writing to be withdrawn; her default in appearing and answering on the return date of the probate citation opened; that she have leave to file an answer within ten days after the making and entry of said order; and that the said Henry H. Jackson and Charles Tremain Jackson be permitted to file the answer of Diana A. Tucker as their amended answer.

Thereafter, and on or about July 27, 1937, a combined and amended answer of the original contestants with the original answer of Diana Adriana Tucker was filed. The last-mentioned pleading consisted of fifteen typewritten pages and set up nine separate and distinct defenses. The first defense attacked the validity of the trusts created by clause “ fifth ” of the will; the second, third, fourth and fifth defenses attacked the validity of the exercise by the testatrix of the aforesaid power of appointment; the sixth defense alleged the testamentary incapacity of the testatrix; the seventh defense alleged that the alleged will had been revoked by said decedent; the eighth defense denied the charitable nature of certain institutions named as remaindermen in said alleged will, and the ninth defense alleged the invalidity of the trusts created [552]*552under the seventh,” “ eighth ” and “ ninth ” clauses of said will. Of these original nine defenses, seven raised questions of construction only, and two, for the first time, attacked the validity of the paper writing offered for probate.

The original objections were thereafter supplemented by a series of amended answers until, on or about February 24, 1938, the contestants, with the permission of the court, filed their final amended answer with a stipulation that this would be the final pleading. Upon demand, the contestants also served and filed a bill of particulars. On March 9, 1938, the contestants filed a withdrawal of all objections excepting those set forth in their final amended objections.

The final amended answer sets up four defenses, the first of which alleges the revocation of the alleged will. The other three defenses all reassert the issue of the validity of the exercise by the testatrix, in the propounded paper, of a power of appointment granted to her under the will of her father.

The contestants, in their answer, demanded a trial by jury, which was granted by the court as a matter of right, and the parties were directed to proceed to trial upon the following framed issue: Was the instrument propounded as the last will and testament of Esther Hull Tremain, deceased, canceled, obliterated or destroyed by the testatrix or some other person acting in her behalf and with her authority with the intent and for the purpose] on her part of revoking the same as her will?

The sole issue before the court at this time is, therefore, that of revocation of the alleged will. The other issues raised by the final amended answer relate to questions of construction only and may not be considered until said .’paper writing has first been admitted to probate. (Surr. Ct. Act, § 144; Matter of Davis, 182 N. Y. 468; Matter of Webb, 122 Misc. 129; affd., 208 App. Div. 793.)

The contestants, in their final answer, allege: “ That prior to her death the said Esther Hull Tremain duly revoked the paper writing dated September 15, 1932, offered for probate in this proceeding as the Last Will and Testament of said Esther Hull Tremain; that the said Esther Hull Tremain drew lines in ink horizontally through’ words and figures which words and figures were a part of her alleged will; made interlineations, writings and marks in ink upon her alleged will; accompanied the making of said marks, writings and interlineations and lines with declarations, all with the intention and purpose of revoking her Will by cancellation and did thereby revoke her will.”

The bill of particulars filed by contestants specifies the physical acts and writings constituting the alleged act of revocation as follows:

[553]*5531. The time when physical acts claimed to amount to revocation were performed was on or about the 12th day of March, 1936; the place where said acts were performed is No. 106 Lexington Avenue, Manhattan borough, New York City. The physical acts amounting to revocation, except those hereinafter specified, are the making by testatrix of marks, lines and writings in ink, appearing upon the face and margin of the alleged Will, with the exception of the date when said alleged Will was executed, the alleged signature of the alleged testatrix, the names of the alleged witnesses and their alleged addresses. The additional acts in revocation were the statements and declarations made orally by the alleged testatrix, which statements and declarations, made in the present tense, accompanied the making by testatrix of said marks, lines and writings and were explanatory thereof and expressive that the alleged testatrix then and there revoked her will. * * *
2. The alleged physical acts of revocation were in writing and spoken declarations and statements. All the writings, marks and lines in ink upon said alleged will, except the signatures of the testatrix, and the subscribing witnesses and their addresses, were made and written by the alleged testatrix in the presence of witnesses. The said marks, lines and writings of the alleged testatrix were not subscribed to by the alleged testatrix nor attested in writing by witnesses thereto. * * *
“ 5.

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Bluebook (online)
169 Misc. 549, 7 N.Y.S.2d 781, 1938 N.Y. Misc. LEXIS 2118, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-tremain-nysurct-1938.