In re the Estate of Werlich

107 Misc. 207
CourtNew York Surrogate's Court
DecidedMay 15, 1919
StatusPublished

This text of 107 Misc. 207 (In re the Estate of Werlich) 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 Werlich, 107 Misc. 207 (N.Y. Super. Ct. 1919).

Opinion

Cohalan, S.

This is an accounting proceeding. Objections were filed, which were afterwards adjusted, [208]*208except one, which involves the validity and effect of a codicil to the will of testator. The stipulated facts are as follows: The decedent, Captain P. J. Werlich, and Lucy Gr. Werlich, his wife, were married during the year 1903. He had been married previously, and a divorce had been procured by his first wife. There was one child born to the first marriage, Percival McCeney Werlich, who is accounting as administrator c. t. a. herein. The said Lucy Gr. Werlich died on October 6, 1915. At the time of the death of Captain Werlich on March 16, 1916, his sole heir and next of kin was his son, Percival McCeney Werlich.

Mrs. Werlich had, during her lifetime, property in the United States of America, Great Britain and in Hong Kong and Shanghai. The property in the United States amounted to approximately $100,000, and with the exception of certain money and securities in the state of Virginia of about $10,000 in value, was managed and cared for by Lord, Day & Lord, attorneys of New York city, who reported in regard thereto to Lucy G. Werlich from time to time and remitted the income derived therefrom. The property in London and in China amounted to approximately $100,000, and at these points Avas looked after, cared for and managed by agents, Avho likewise reported to her from time to time.

On February 28, 1905, the late Captain Werlich made a Avill Ayherein he named his wife substantially his sole legatee. This will reads as follows:

“I, Percival Julius Werlich, a Lieutenant-Com-. mander in the United States Navy, at present attached to and serving on board the U. S. S. Denver, being of sound mind, do establish this paper as my Last Will and Testament, specially revoking all other wills and testaments previously made.

“1, To my beloved son Percival I leave my gold [209]*209watch and chain, to be held in trust for him by my executrix, hereinafter mentioned, until he, the said son Percival, shall be of age.

‘ ‘ 2. After payment of all my just debts and funeral expenses I give, bequeath and devise, without reservation or restriction, to my beloved wife, Lucy Glover Werlich, now living at No. 11 East 44th street, New York City — and whose general address is care of Honkong & Shanghai Banking Corporation, New York Office, No. 50 Wall street, all remaining properties, real and personal, of whatever nature or description, with which I may die possessed, and do appoint her, the said Lucy Glover Werlich, sole executrix, and it is my wish that she be not required to give bond.”

On January 4, 1908, his wife, Lucy Glover Werlich, made a will wherein she gave and devised to her husband, the late Captain Werlich, all properties in the care of Lord, Day & Lord, or her property in the United States outright to be disposed of by will.” This situation continued until October 21, 1911. On that date Captain Werlich and his wife executed codicils to their wills. The codicil executed by the testator reads as follows:

I, Percival Julius Werlich, living at present in Paris, France — being of sound mind, do hereby establish and declare this to be a codicil to my will — but this codicil shall only be deemed valid in the event that my wife, Lucy Glover Werlich, should die before my said wife makes a will after my death, otherwise it is to be treated as nugatory and as non-existent.

I h’ereby bequeath all'property of whatever kind or nature standing in' my- name to my son Percival McCeney Werlich, except certain stocks and shares which were given me from time to time by my said wife, and which are advertised on the attached list, authenticated by my signature." These excepted stocks [210]*210and shares I direct to be returned to my said wife’s estate.- All other properties of whatever kind or nature which may come to me by operation of the will of my said wife, I wish returned to her estate, in order that these may be disposed of according to directions contained in the duly declared will of my said wife, and which antedates my death.”

Attached to this codicil and signed by both husband and" wife were two lists of securities. The'disposition of the securities mentioned in the first list, or at least part of them, is involved in the question before the surrogate. The first list signed by the testator begins:

The following shares standing in my name -were from time to time presented to me by my wife, Lucy Glover Werlich, and are to be returned to my said wife on my death. ’ ’

After the date of said codicil Lucy G. Werlich made and executed new wills, one covering the property situated in the United States of America, and the second will disposing of her property in Great Britain and in Hong Kong and Shanghai. These wills have been admitted to probate, one in England and one in this country. The so-called English will begins as follows:

“ I, Lucy Glover Werlich, being of sound mind and body, do hereby declare this to be my last will and testament, hereby revoking all wills previously made by. me, regarding any and all property 1 may possess in:England and in China.”

: The.so-called American will begins as follows: -“ I, Lucy Glover. Werlich,.being of sound mind and body, hereby declare.this to be my last will.and testament regarding, any-.and alb properties, both , real and-personal: I: may die-possessed-of .in the-United States of America hereby revoking all wills previously made by me. ’ ’

The objectants herein are the executors of the- will [211]*211of Mrs. Werlich which was probated, in England and the administratrix c. t. a. of the will of Mrs. Werlich probated in this comity. No ancillary administration has been granted on the so-called English will in this jurisdiction.. All the foregoing facts are not material, but I have set them forth for a purpose, which will appear hereinafter.

The accountant has treated the codicil as nugatory, and claims, as the son and only heir and next of kin, to be entitled to all the residuary estate of the testator, the legacy to the wife of Captain Werlich having lapsed. The objectants, however, rely on the validity of the codicil and claim the securities listed in the first list attached thereto. The issue before the surrogate, therefore, concerns the validity and construction of the codicil and the disposition to be made of the properties claimed to be affected thereby.

The objectants contend that the codicil executed by testator in 1911 was made by him in contemplation of the possible death of his wife before him, and, having predeceased him, she consequently died before making a will after his death. They claim that the necessary contingency upon which the codicil could be nugatory was the survival of the widow. With this interpretation I do not agree. Despite what I consider the plain import of the words of the codicil, the contention of-the contestants has some weight, for the codicil provides for the return to his wife’s estate of all property which might come', to' the' testator by. the operation .• of his wife’s will. On the other hand, the testatpjr specifically directs-the return of .the.securities on list 1 to-his wife after- his dea£h,. which .direction presupposes her surviving 'him and seems .to be more in accord with .his evident intention. The codicil is ambiguous and inartificial, but the intention is plain.

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107 Misc. 207, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-werlich-nysurct-1919.