In re the Estate of Wendel

146 Misc. 260, 262 N.Y.S. 41, 1933 N.Y. Misc. LEXIS 1465
CourtNew York Surrogate's Court
DecidedJanuary 4, 1933
StatusPublished
Cited by14 cases

This text of 146 Misc. 260 (In re the Estate of Wendel) 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 Wendel, 146 Misc. 260, 262 N.Y.S. 41, 1933 N.Y. Misc. LEXIS 1465 (N.Y. Super. Ct. 1933).

Opinion

Foley, S.

This is a proceeding for the probate of the will of Ella V. von E. Wendel. Various phases of the litigation, which have arisen in the estate, have been treated by me in prior decisions. In Matter of Wendel (143 Misc. 480) the plan and procedure were outlined for the trial of the status of the relationship to the decedent of numerous claimants. There was a total of two thousand three hundred and three in this group. Alter the various hearings only nine claimants remain and they have established their relationship to the decedent as of the fifth and nearest degree of kindred. Within a period of eight months the other two thousand two hundred and ninety-four claimants have been eliminated and their appearances have been stricken from the proceeding. In Matter of Wendel (144 Misc. 467) I determined that this court had jurisdiction of the proceeding for the probate of the will because of the fact that the decedent was a resident of New York county. Of the various issues there remains for disposition only the trial of the validity of the [262]*262will upon the objections to probate filed by the nine established next of kin.

The immediate question here is the determination of the status of Thomas Patrick Morris. He claimed to be a son of John G. Wendel, a brother of the decedent, and that by reason of such relationship he was the decedent’s nephew and her sole next of kin. The issue was tried by the surrogate without a jury. Voluminous testimony was taken and a very large number of exhibits received in evidence. At the close of the trial the claim was dismissed upon the merits. I held that the claimant was in no way related to the decedent and struck out his appearance in the proceeding. The importance of the case, the size of the estate, which has been estimated to be forty millions of dollars, and the extraordinary circumstances which developed during the trial justify, perhaps, in permanent form, the reasons for the determination of the surrogate and the conclusions reached by me upon the evidence .

The principal’ witness in support of his contentions was the claimant himself. He was born in Dundee, Scotland, on January 3, 1880. He claims to have been reared by his foster father and mother, Peter Morris and Margaret Morris. He believed them to be his parents. According to his story, in his early childhood, when he was about five years of age, there came to the Morris home, in Scotland, his alleged father, John G. Wendel. The latter’s visits were repeated at intervals between about 1885 to the year 1902, when the last visit occurred. These visits usually occurred in the early summer. At almost the first of these meetings he was told by the gentleman to call him Papa Wendel.” After the various visits the family presented signs of prosperity. At such times the foster father was described as flush ” with money. Until the year 1902, aside from the use of the words “ Papa Wendel,” there was no definite statement by Wendel that he was the father of the claimant. In June of that year the alleged Wendel again visited the home, presented the claimant with a book entitled “ The Blockade of Phalsburg ” and told Morris that he was his son. The book was published by Scribner’s in 1900. It contained, upon the inside of the front cover and on the fly-leaf, a letter dated March 1, 1901, addressed to “ My dear son ” and purporting to be signed by Your loving father, John G. Wendel.” It stated that he, Wendel, and Mary Ellen Devine of Edinburgh, Scotland, were married at Castle Garden on June 11, 1876; that subsequently a difference arose because of the religion of the parties and that in May, 1879, the claimant’s mother and Wendel quarreled; that the mother left Wendel and went to live with a Mr. and Mrs. Morris at Dundee, Scotland. The date of the claimant’s birth is given. It is stated [263]*263that a few weeks after the birth of the child the mother disappeared. The child is stated to have been registered as Thomas Patrick Morris.

Upon the last blank page of the book and upon the inside of the back cover is written the alleged will, dated March 1, 1901, in which the “ testator ” describes himself as of the county of Kings, New York city and State. The real John G. Wendel, so far as the record discloses, resided in New York and Westchester counties, and never during his lifetime resided in Kings county. The writer declares that owing to the objection of his sisters, especially Mary and Ella ” (the decedent) and their refusal to recognize his son by a secret marriage, he desired to make a disposition of his property. In it he gives everything to his son Thomas Patrick Morris Wendel.” He appoints him executor and requests his attorney, Charles G. Koss, to act as his son’s adviser. Mr. Koss was actually the attorney for the Wendel family. The will ” purports to be signed by John G. Wendel and is attested by three witnesses. Morris, in continuance of his story, testified that the details contained in the foregoing letter and will were the subject of a conversation at the time of the presentation of the book by “ Wendel ” to the claimant in 1902. The claimant further told that between 1902 and 1907 he did not see his alleged father. He became a seaman and later a house painter. In his early manhood, about the years 1897 and 1899, he enlisted in a reserve company of the Black Watch Regiment for militia service in Scotland. In 1907 he came to New York as a member of the crew of the steamship Caledonia. He brought the book, The Blockade of Phalsburg,” with him. He deserted the ship. On the first day he was in New York city he accidentally, and by a strange coincidence, met Mr. Wendel in City Hall Park. He saw him on certain occasions thereafter and visited him at the Wendel home at No. 442 Fifth avenue. In early March of 1908, while there, he met bis aunt ” Ella Wendel, the decedent here. A quarrel over the son took place between his alleged father and her, which resulted in Ella’s parting sally to her brother to leave the home and take his brat ” with him. Shortly after-wards, Morris testified, he left New York city and went to Chiton, Ariz., where he was employed for several years by the Arizona Copper Company. About the year 1909 “ Wendel ” visited the plant where the claimant was employed at Clifton, with a group of directors or officers of the company. He had a conversation with the claimant at the time which involved a renewal of the acknowledgment that Morris was his son. About the year 1912 Morris returned to New York city and resided in the borough of Brooklyn almost continually since that year. John G. Wendel died [264]*264November 30, 1914. Morris never attempted to communicate with him between the time of his return to New York and the death of his alleged father, although Wendel’s residence appeared both in the letter and the will ” and Morris himself, according to his testimony, knew from his visit where the Wendel home was located. Nor did Morris in any way communicate with any of the sisters of John G. Wendel or make any claim to the relationship, until the death of the last survivor of the family, the decedent here. There was considerable publicity between 1914 and 1930 in the New York city newspapers on the occasion of the death of John G. Wendel and of his sisters, which treated of the large fortune left by them and the manner of their living. Morris, during almost all of this period, lived in New York city. The Wendels were a distinctive family in New York. They lived in seclusion in their Fifth avenue residence, or in their summer homes.

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Bluebook (online)
146 Misc. 260, 262 N.Y.S. 41, 1933 N.Y. Misc. LEXIS 1465, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-wendel-nysurct-1933.