In re the Probate of a Paper Writing Purporting to Be the Last Will & Testament of Oliver

126 Misc. 511, 214 N.Y.S. 154, 1926 N.Y. Misc. LEXIS 610
CourtNew York Surrogate's Court
DecidedFebruary 11, 1926
StatusPublished
Cited by1 cases

This text of 126 Misc. 511 (In re the Probate of a Paper Writing Purporting to Be the Last Will & Testament of Oliver) 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 Probate of a Paper Writing Purporting to Be the Last Will & Testament of Oliver, 126 Misc. 511, 214 N.Y.S. 154, 1926 N.Y. Misc. LEXIS 610 (N.Y. Super. Ct. 1926).

Opinion

Slater, S.

This is a contest of an alleged will of Edwin A. Oliver had before the court as the trier of the facts upon framed issues relating to the execution of the will,.mental capacity of the decedent, fraud and undue influence, supplemented by the unusual issue of forgery.

Edwin A. Oliver died April 22, 1925, aged about sixty-nine years. He was formerly editor and publisher of the Yonkers Statesman and a well-known personage in the city of Yonkers. In his younger years he acquired distinction as a humorist and story-teller. He left him surviving Arthur Gunn and George Starin Cowles, nephews; Isabella Curtis and Eleanor Gunn McClelland Lavendar, nieces; and several grandnephews and grandnicees. Mr. Oliver had never married. He lived at 190 Warburton avenue, Yonkers, attended by his housekeeper. The value of the estate is about $60,000.

Two wills have been offered for probate. The will dated June 30, 1924, was offered for probate upon petition of the Westchester [512]*512Trust Company, the executor named therein, such petition being filed April 27, 1925. The will being contested was offered for probate upon petition of George Starin Cowles, the executor and chief beneficiary named therein, by a petition filed May 28, 1925. The contestants of the later will are some of the legatees and. the executor named in the prior will.

The paramount issue is forgery. The issue of forgery is unusual in this court. The burden is not on the contestants of a will to prove forgery to the exclusion of every other reasonable hypothesis, but the burden of proving genuineness is on the proponent. (Matter of Burtis, 43 Misc. 437.) The surrogate may inquire particularly into circumstances surrounding the possession and custody of the testamentary paper propounded. (Howland v. Taylor, 53 N. Y. 627; Matter of McDonough, 201 App. Div. 203; Matter of Jacobs, 76 Misc. 394, and cases cited.) A will coming from the proper custody is presumed in the first instance to be genuine.

Before admitting a will to probate the surrogate is charged by the law to inquire particularly into all the facts and circumstances, and must be satisfied of the genuineness of the will and the validity of its execution. (Surrogate’s Court Act, § 144.)

There is much contradiction in the essential testimony offered by the contending parties. Therefore, the court will refer to the material evidence. The testimony is that Mr. Oliver was a person who enjoyed intoxicating drink and during the last few years of his life was quite .frequently under its influence. The testimony of his chauffeur, William Weeks, who was a witness to the will, is to the' effect that during the two months spent in New Hampshire prior to the execution of the paper writing under consideration, he was frequently intoxicated. As he says: “ Just about the same as ever, you know, off and on, maybe two or three days out of the week. He was under the influence two or three times a week.” Asked if one intoxication would last for two or three days, he replied: Sometimes it would, sometimes not, all depends on how long it took before it made him sick.” And asked if he stopped it only by becoming sick and vomiting, answered “ Yes.”

The will of June 30, 1924, was prepared by his attorneys in Yonkers, Messrs. Scrugham & Arbuckle. It is a document of four typewritten sheets of paper. It indicates careful preparation. It made a distribution of his property among all his nephews and nieces, and others, including a gift of $4,000 to George Starin Cowles. Great care was given to a distribution of his personal belongings, such as jewelry, and legacies were bequeathed to several friends. The residue of the property was given to the two nieces, [513]*513Mrs. Lavendar, then Mrs. McClelland, and Mrs. Curtis. There was offered in evidence a copy of a prior will dated August 11, 1921, as well as ten sheets of paper in the pencilled handwriting of the decedent in the nature of a memorandum of direction. There was proof that even a former will had been made. The wills were of the same tenor. The burden of making an explanation and giving a satisfactory reason for the change is on the proponent. It requires of the proponent some proof in addition to that which will ordinarily suffice. (Matter of Alfaya, 122 Misc. 771, 775.) Up to June 30, 1924, there was strong proof of a continuing testamentary intent. The executed paper writing of June 30, 1924, was given to the decedent by Mr. Arbuckle, his personal counsel, and it appears the decedent placed it in his safe in his home in Yonkers, where he kept his valuable papers, because in the month of October, 1925, about the time the proceedings were started to have him declared incompetent, the safe was opened by Mr. Arbuckle in the presence of several members of the family, and the will of June thirtieth was found reposing in- the safe with other personal papers and securities.

June 30, 1924, fell on Monday. On Wednesday, the second of July, the decedent with his housekeeper, Elizabeth Stanley, his chauffeur, William Weeks, and his fox terrier, motored to New London, near Lake Sunapee, in New Hampshire, where he spent the summer of 1924. He returned with the same complement, arriving at his Yonkers home Friday night, September nineteenth, at about six o’clock. The house had been opened for him and the party whs received by Mrs. Toy, a neighbor. The trip home was made in a day.

William Weeks, the chauffeur, a witness to the paper writing, gave testimony that he returned to the house later in the evening of the nineteenth of September and brought liquor with him for Mr. Oliver; that he next came to the house on Saturday morning, September twentieth, about half past ten o’clock; that Mr. Oliver was eating breakfast in the dining room clothed in his bathrobe; that later he went to Oliver’s bedroom and held conversation with him; that Mr. Oliver brought out a will blank from a closet and told him that “ he had made another will, but he thought he had made a mistake,” and gave that as the reason why he wanted to make a new one; that Mr. Oliver asked him to write in the will blank his wishes as directed, which he did while both stood at the bureau; that it was written by Weeks’ stylograph pen while the instrument lay on the top of the bureau; that, when the paper writing was finished, he gave it to Mr, Oliver who placed it in a drawer.

[514]*514He likewise testified that he returned to the house the same day about half past three to four o'clock, Mr. Oliver was fully dressed, and he and Mr. Oliver sat in the back parlor listening to a phonograph; that Mr. Oliver left the room to obtain a cigar, and shortly thereafter he returned to the room in company with Nellie M. Drummond, the other subscribing witness to the paper writing; they ascended the inside stairway to the bedroom of Mr. Oliver; that Mr. Oliver asked him to get the paper from the drawer. Mr. Oliver looked about for his glasses. These could not be found. Then Oliver said: “ Let me have a pen.” “ I handed him my pen.” That he started to sign the paper writing by laying it on the top of the bureau, and pointed his pen to the top part of the will. “As he went to do that I indicated where he should sign it, and took his hand and brought it down as near the line as possible.. I held his hand on the paper, and as I did, I guided his hand, or steadied his hand, whatever you call it, and he made the signature as found on the paper.” On cross-examination he described how he guided the hand, saying he laid his hand over Mr. Oliver’s hand.

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126 Misc. 511, 214 N.Y.S. 154, 1926 N.Y. Misc. LEXIS 610, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-a-paper-writing-purporting-to-be-the-last-will-nysurct-1926.