In re the Judicial Settlement of the Estate of Milliette

123 Misc. 745, 206 N.Y.S. 342, 1924 N.Y. Misc. LEXIS 1207
CourtNew York Surrogate's Court
DecidedOctober 1, 1924
StatusPublished
Cited by10 cases

This text of 123 Misc. 745 (In re the Judicial Settlement of the Estate of Milliette) 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 Judicial Settlement of the Estate of Milliette, 123 Misc. 745, 206 N.Y.S. 342, 1924 N.Y. Misc. LEXIS 1207 (N.Y. Super. Ct. 1924).

Opinion

Harrington, S.

The residuary clause of the will of the deceased is paragraph marked fifteenth ” and reads as follows: After ■all my debts — funeral expenses and bequests are paid all other cash or securities or residue of estate I die possessed, I wish to be equally divided among the heirs mentioned in previous paragraphs.” In ,the previous fourteen paragraphs of the will of deceased, bequests were made to St. Patrick's Church of Rouses Point, N. Y., to the four children of the testator, to the granddaughter of the testator, to one brother and two sisters of the testator, to Louise C. McGettrick, a niece of the testator, and to John McNeil, the friend and executor of the testator. The estate consisted of both real and personal property and the executor was given authority to sell the real estate. Then follows paragraph “ fifteenth ” as above mentioned.

The question in this proceeding is the determination of the meaning of the word “ heirs ” as used in said paragraph marked “ fifteenth.” It is the contention of the four children of the testator that the word “ heirs ” refers to them only, while the other parties to the proceeding contend that the word heirs ” should be interpreted to mean legatees ” and thus apply to all of the legatees mentioned in the first fourteen paragraphs of the will-

[747]*747Upon the hearing in the matter Louise C. McGettrick, the niece of the testator, and the scrivener of the will, was called as a witness on behalf of the legatees other than the children of the testator and questioned in regard to the conversation between her and the testator at the time she drew the will. Mrs. McGettrick at that time had already received from the executor her specific legacy of $100. Before proceeding to testify, she duly filed with the court a release under seal, to the executor of the , estate, of all of her right, title and interest which she might have as a residuary legatee under the will, in case it should be held that the word heirs ” meant legatees.” The witness then testified as to her conversation with the testator relative to the testator’s intent as expressed to her, as to how his residuary estate should be disposed of, and that she used the word heirs ” to describe all of those mentioned in the previous paragraphs of the will, believing this to be the testator’s intent. This testimony was offered and taken subject to the objections of the attorney for the children of the testator, first, on the ground that the witness was incompetent to testify under section 347 of the Civil Practice Act, for the reason that she had already received a legacy under the will, and that the release filed for any interest which she might have as a result of this proceeding was not sufficient as it did not have the effect of releasing all of her interest under the will; and for the further reason that her release of any interest which she might have in the residuary estate would tend to swell the residuary estate, and' the parties in behalf of whom she was testifying would thus receive through her act an increased share in the estate. Second, that extrinsic evidence as to the testator’s declarations made at the time of the preparation of the will, as to his understanding of the meaning of' the word “ heirs ” was not competent unless the language of the will was ambiguous, and that no such ambiguity existed. The court permitted such evidence to be taken subject to all objections to its final reception, for as there was no jury in the matter, no harm could be done by allowing it; if found,by the court to be incompetent, it could be disregarded and would have no effect upon the court in its decision of the matter. Illegal evidence, even if offered without objections or exceptions, cannot be considered by the surrogate in matters of construction. Matter of Fowles, 95 Misc. Rep. 48, 49.

Section 347 of the Civil Practice Act reads in part as follows: “ Upon the trial of an action or the hearing upon the merits of a special proceeding, a party or a person interested in the .event, or a person from, through or under whom such a party or interested person derives his interest or title by assignment or otherwise, [748]*748shall not be examined as a witness in his own behalf or interest, or in behalf of the party succeeding to his title or interest against the executor, administrator, etc. * * * ”

The matter before this court is in the nature of a special proceeding. The “ event as mentioned in the above-quoted section as applied to this proceeding is the decision of the question before this court, namely, the construction of the residuary clause of the will, for the purpose of determining who are the beneficiaries thereunder. As to this “ event ” the witness is no longer an interested party, as her release deprives her of any interest which she might have as a residuary legatee. If this were a probate proceeding, then it would be self evident that the witness would have to file a release of all her interest under the will before being allowed to testify, for in such case the event would be the probate of the will and all of her interest in the event ” would have to be released. Here, however, the event ” is not the probate of the will but the construction of a particular paragraph of the will, and as to this, the witness duly released to the executor of the estate any and all possible interest she might have therein. I believe this complies with the statute.

Nor is she a person from, through or under whom an interested party derives title by assignment or otherwise. The only reason given that she is such a person is the fact that by her release of any interest she might have in the residuary estate, she thereby increases the residuary estate and the share of each residuary legatee. It seems to be well settled that although the effect of such a release is to swell the residuum of the estate and increase the amount to be distributed under the will, yet the residuary legatees do not take anything thereby in the right of the releasing legatee and do not succeed to the sum derived from, through or under any right of such legatee. Matter of Fitzgerald, 33 Misc. Rep. 325, 327; Matter of Wilson, 103 N. Y. 374, 376; Loder v. Whelpley, 111 id. 239, 245; Matter of Klein, 118 Misc. Rep. 423, 425.

In Bennett v. Bennett, 50 App. Div. 127, 129, a son of the decedent was called to testify on behalf of his brother in an action to have the will declared invalid. It appears that the release was addressed to no one and was not shown to have been delivered to any one. The court held that it was ineffectual to release the interest of the witness and that he could not testify by reason of section 829 of the Code of Civil Procedure, now section 347 of the Civil Practice Act. The court further held that its execution, even if effectual to pass his interest, did not remove his disqualification as a witness under said section, stating: If his interest in the estate was thereby released it enlarged the interest of - each [749]*749ui" tile oilier lirii> therein.” t'h.s Cum-'. ppear tu he JH conflict with the above-mentioned vases. However, the distinction of this case and those above mentioned is clearly pointed out by the surrogate in Matter of Klein, supra, 423, 424, as follows:

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Bluebook (online)
123 Misc. 745, 206 N.Y.S. 342, 1924 N.Y. Misc. LEXIS 1207, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-judicial-settlement-of-the-estate-of-milliette-nysurct-1924.