In re the Estate of Watts

71 Misc. 2d 621, 336 N.Y.S.2d 781, 1972 N.Y. Misc. LEXIS 1558
CourtNew York Surrogate's Court
DecidedSeptember 15, 1972
StatusPublished
Cited by4 cases

This text of 71 Misc. 2d 621 (In re the Estate of Watts) 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 Watts, 71 Misc. 2d 621, 336 N.Y.S.2d 781, 1972 N.Y. Misc. LEXIS 1558 (N.Y. Super. Ct. 1972).

Opinion

George W. Marthen, J.

This is a landmark ease in the history of the Surrogate’s Court of the County of Hamilton. The questions involved are enough to curl a country Judge’s hair.

Three petitions have been filed in connection with this estate. One, a petition for probate, filed by Lewis P. X. Gotignola, propounded an instrument purporting to be the last will and testament of the decedent. Another petition was filed by one William Wells, a brother of the decedent, seeking letters of [622]*622administration. And, finally, a petition by Louise Lieber as the common-law wife of the decedent, also seeking letters of administration. Cross answers objecting on various grounds were filed by the respective parties to the petitions of the others.

The decedent was formerly married to one Selma- Watts who predeceased him by some 11% years. Subsequent to the death of Selma, the decedent and Louise Lieber lived together [in Florida] in a “ common law ’ ’ relationship. There were no children born of either marriage.

On the 31st day of May, 1967, this court granted to petitioner proponent, Lewis F. X. Cotignola, preliminary letters testamentary pursuant to section 153-a of the Surrogate’s Court Act. Thereafter, by order of this court made and entered the 23rd day of June, 1967, the status of the petitioner objectant, Louise Lieber, as the purported common-law widow of the decedent, was directed to be preliminarily determined. After a trial without a jury, Hon. James D. Cubby, then Surrogate of Hamilton County, determined that said Louise Lieber was not the widow of the decedent and dismissed her petition for letters of administration and her answer and objections, and, upon consent of the attorneys for the respective parties, stayed all further proceedings pending the determination of an appeal from that order.

Thereafter, the Appellate Division by order dated and entered December 4,1970, reversed (Matter of Watts, 35 A D 2d 877) the Surrogate’s decree in all respects on the law and the facts, and remanded the matter to this court for further proceedings not inconsistent with the Appellate Division decision.

An appeal, thereafter, to the Court of Appeals, was dismissed (Matter of Watts, 29 N Y 2d 952) on the 14th day of January, 1972, upon the ground that the order appealed from did not finally determine the proceeding within the meaning of the Constitution.

Following remittitur, this court tried, without a jury, the issue of regularity of execution of the instrument propounded as the last will and testament of Amandus Watts, deceased.

At the outset of such trial, it was disclosed by the attorney for the proponent that a subscribing witness to the propounded instrument, one Helen Winters, who had been subpoenaed to testify, had claimed illness which prevented her from attending. At this point, respective counsel stipulated that were said Helen Winters to have appeared and testified, there would have been no change from her testimony as taken in a pretrial examifiation conducted with counsel for both sides present and pages 3 to 8, inclusive, of such examination, were made a part of the [623]*623record. At that examination, Mrs. Winters testified that she remembered that Mr. and Mrs. Watts had asked her to be a witness to their will and stated that the signature appearing upon the paper, propounded herein as the decedent’s will, appeared to be hers, although she did raise some question as to the genuineness of her signature by reason of the absence of the signature of her husband, William Winters, who she remembered as having signed as a witness before her. Her recollection was, also, that a Mr. Robertson was present at that time along with the proponent Cotignola. Mrs. Winters also testified that the decedent and his then wife were rational and knew what they were doing and affirmed to her that they intended to sign a will.

The petitioner proponent Cotignola, testified that he is an attorney at law having been admitted to the Bar in 1932; that he had known the decedent for some years prior to the preparation of the propounded instrument; that he had prepared the propounded instrument in his own handwriting; that he had prepared it at the instructions of the decedent and his then wife; that he, accompanied by Mr. and Mrs. Watts and a Mr. Oliver Robertson, went from the main camp to the gate house on the premises, to seek an additional witness; that upon entering the gate house Mr. and Mrs. Watts asked Mrs. Winters, Mr. Robertson, and Mr. Cotignola to be subscribing witnesses to the will; that Mr. and Mrs. Watts then signed the propounded instrument, following which Mr. Cotignola read the attestation clause appearing on the propounded instrument and the instrument was signed by Mr. Robertson, Mrs. Winters and himself.

Proof of the death of the witness, Oliver E. Robertson, was then presented to the court.

Following statutory procedures, the petitioner proponent then produced expert testimony to prove the genuineness of the signatures on the propounded instrument and the witness, Ordway Hilton, who was, to the satisfaction of the court, so qualified, testified that, in his opinion, the signatures of the decedent, of the subscribing witness, Helen Winters, and the subscribing witness, Oliver E. Robertson, were made by the same persons who had signed documents with which such signatures were compared and which documents were properly proven to contain specimens of the signatures of such parties. No contrary proof having been produced, this court finds that such signatures were, in fact, genuine.

Under circumstances such as this, the court is mindful of the additional requirement of subdivision 3 of SOPA 1405 requir[624]*624ing proof of “ such other facts as would be' sufficient to prove the will.” Although no clear cut definition has been given by the courts of this State as to what “ such other facts ” would consist of, it is clear to this court that almost any facts establishing regularity as opposed to mere conjecture would be admissible and would weigh in the determination of this question. The propounded instrument does contain a proper attestation clause. As John L. Goldman says in the Practice Commentary (McKinney’s Cons. Laws of N. Y., Book 58A, SOPA 1405): “The courts have also placed substantial reliance on the existence of a properly worded attestation clause and have held that it is some proof of the due execution of a will. In re Bright’s Estate, 1959, 20 Misc. 2d 789, 189 N. Y. S. 2d 234, affirmed 12 A. D. 2d 745, 210 N. Y. S. 2d 754 appeal denied 13 A. D. 2d 629, 215 N. Y. S. 2d 463; In re Zipkin’s Will, 1956, 3 Misc. 2d 396, 153 N. Y. S. 2d 783. The courts have considered the attestation clause to be prima facie evidence of the facts certified within it, once the signature of the testator and the attesting witnesses have been properly identified and the witnesses have offered some testimony as to the transaction.” In addition to the existence of a proper attestation clause, we have the testimony of the proponent Cotignola, a lawyer of some 40 years’ experience, as to the circumstances surrounding the execution of the instrument, all of such testimony supporting its proper execution. This is supported by the pretrial examination testimony of Mrs. Winters, made a part of the record herein, attesting to her presence with Mr. and Mrs. Watts and Mr. Robertson and Mr. Cotignola, at the time when Mr. and Mrs. Watts had asked her to be a witness to their will and her further recollection that she had signed a paper following the will discussion.

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Bluebook (online)
71 Misc. 2d 621, 336 N.Y.S.2d 781, 1972 N.Y. Misc. LEXIS 1558, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-watts-nysurct-1972.