In re the Probate of the Alleged Codicil of the Last Will & Testament of Bossom

195 A.D. 339, 186 N.Y.S. 782, 1921 N.Y. App. Div. LEXIS 4744
CourtAppellate Division of the Supreme Court of the State of New York
DecidedFebruary 28, 1921
StatusPublished
Cited by7 cases

This text of 195 A.D. 339 (In re the Probate of the Alleged Codicil of the Last Will & Testament of Bossom) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York 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 the Alleged Codicil of the Last Will & Testament of Bossom, 195 A.D. 339, 186 N.Y.S. 782, 1921 N.Y. App. Div. LEXIS 4744 (N.Y. Ct. App. 1921).

Opinion

Kiley, J.:

John Bossom, a resident of Binghamton, Broome county, 1ST. Y., on the 6th day of March, 1902, made hi's will; at that time his family consisted of his wife, Catherine Bossom, to whom he left the use of his property, real and personal, during the term of her natural life; a son, Adam, $5; a son, John Bossom, $500. He then provided that the balance of his property should be divided into four equal shares, and the terms of its disposition was provided in said will as follows: One of said equal shares to his said son John; one to his daughter, Rosetta Kimball; one to a grandson, Henry John Bossom, contestant herein, and son of a deceased son of the testator; and the remaining one-fourth share to his said son John, as trustee for the benefit of his son Jacob Bossom during his natural life, and if any remained of the trust estate, at the time of the death of Jacob, it was to be divided equally between the said John and Rosetta aforesaid. Jacob was an incompetent person. The testator thus named and provided for all of his direct descendants living and the only representative of the one who had died. This family was German; the testator and his wife were born in Germany. The thrift and decent frugality, characteristic of that race, had, through the years that had gone before, netted this testator a property, consisting in the main of improved real estate, which produced an income sufficient for the needs of himself and his wife. It will be observed that this will is orderly, evenly arranged, and the result of a scheme, thought out by the testator, or at least so arranged as to benefit those he was to leave behind him, in equal degrees. The evidence shows that the son Adam, who had left home early, had been advanced sufficient so that the testator felt he was no longer to be considered in the division of his estate. John, upon whom was to fall the burden of his incompetent brother, was given an extra $500. The point is not that I am now passing upon any [341]*341claim that John Bossom did not make this will nor that he was not competent to make one, but the observation is made here to call attention to its orderly and intelligent construction along lines that denote a formulated and well-considered plan. I regard this as essential, in view of the conclusion I have reached. There came a time in 1914 when John Bossom decided to make a codicil to the will aforesaid. On May 28, 1914, he executed and published that codicil: the change it makes in the will is indicated as follows: Whereas in and by my last Will and Testament, I did, in the third division of the third clause of said will, among other things provide as follows: One other portion I give and devise to my grandson, Henry John Bossom, of Syracuse, N. Y., to have and to hold the same for ever.’ And whereas my said grandson, Henry John Bossom, has changed his mode of living since the making of said will, and seems to be in good circumstances and not particularly in need of funds, and whereas, my son, John Bossom, and my daughter, Rosetta Kimball, have remained in and about the City of Binghamton, New York, and have looked after and administered to the wants and comfort of myself and my wife, and rendered us valuable services without compensation, and I consider that said son and daughter are deserving of greater consideration than the other of my children, my son, Adam Bossom, having had his share of my estate long ago, Now, Therefore,” etc. It must be evident from the record before us that these old people, both eighty years of age or thereabouts when this codicil was made, considered that this property which their undivided effort had accumulated belonged to them both, and Mrs. Bossom also made a will and a codicil thereto at the time the codicil hi question was made. The wife, Catherine, died in July, 1914. John Bossom, the testator, died February 7, 1917. The will and codicil were presented for probate. The will was permitted to go to probate without objection. John Henry Bossom, the grandson, filed objections to the admission of the codicil to probate. Availing himself of the privilege conferred by section 2538 of the Code of Civil Procedure, he demanded a trial of the issues raised by his answer before a jury; an order to that effect was made and a trial was had. The issues tried were covered by six questions submitted to the jury, [342]*342which questions were agreed upon. A statement of these and the concessions made by the contestant’s counsel after the judge’s charge was delivered will show the issues without further quotation. First. It was conceded that the evidence justified an affirmative finding that the paper writing dated May 28, 1914, purporting to be a codicil to the last will and testament of John Bossom, deceased, was subscribed at the end thereof by him.

Second. It was conceded that the evidence justified an affirmative finding that said subscription by the testator; at the end of said codicil, was made by said testator in the presence of each of the other attesting witnesses and so acknowledged by him to said witnesses.

Third. It was conceded that the evidence justified an affirmative finding that at the time of making such subscription the testator declared said instrument so subscribed to be a codicil to his last will and testament.

Fourth. It was conceded that the evidence justified an affirmative finding that there were two attesting witnesses to said instrument, and that each of them signed his name at the end thereof at the request of the testator.

On the concessions so made by contestant the jury were directed to find affirmatively on each of the four questions as set forth above. These concessions and affirmative findings are to the effect that this codicil was executed and published in a legal manner and in Compliance with the statute of this State. (See Decedent Estate Law, § 21.) This suggests the question here, which must always be answered in the negative: Can an insane person do a sane act? Of course a legal act is meant. However, passing that without answering it, the two other questions which were submitted to the jury and within the confines of which it was to consider the evidence, state all and the only issues raised by contestant’s objections. They are as follows: “Fifth. Was the execution of said instrument by said testator his free, unrestrained and voluntary act? Sixth. Was the said testator at the time of the execution of said instrument of sound mind, memory and understanding? ”

Those last two questions were answered by the jury in the negative, and upon such finding the surrogate entered a decree in the surrogate’s office of Broome county, N. Y., denying [343]*343probate to the codicil. The proponent appeals from such decree to this court, urging three grounds why it should not be permitted to stand: First. That the finding of the jury is against the weight of evidence. Second. Error in the reception and rejection, and retention of evidence in the record. Third. Errors of the surrogate, prejudicial to proponent, when the case was submitted to the jury.

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Bluebook (online)
195 A.D. 339, 186 N.Y.S. 782, 1921 N.Y. App. Div. LEXIS 4744, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-alleged-codicil-of-the-last-will-testament-of-nyappdiv-1921.