In re the Probate of the Last Will & Testament of Davis

105 A.D. 221
CourtAppellate Division of the Supreme Court of the State of New York
DecidedJuly 1, 1905
StatusPublished
Cited by31 cases

This text of 105 A.D. 221 (In re the Probate of the Last Will & Testament of Davis) 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 Last Will & Testament of Davis, 105 A.D. 221 (N.Y. Ct. App. 1905).

Opinion

Houghton, J.:

Jane Davis died leaving a last will and testament in which her sister Delia C. Davis was named as sole devisee and legatee and executrix. Aside from the provisions for such sister and the nominating of her as sole executrix, the will contained no other provision except a revocation of all former wills. One of the next of kin of the deceased testatrix duly filed a petition for its prohate.

Shortly before her death Jane Davis became possessed, through the decease of a brother in California, of a large amount of real and personal property situated within that State. The appellant Chittenden was public administrator of the county of Fresno in the State of California, and applied for and was appointed administrator of the goods, chattels and credits of Jane Davis, deceased, in that county, in which some of the property which the deceased had inherited was situated.

Chittenden asked and was granted leave to become a party to the proceeding for probate in this State, and he thereupon filed objections to the probate of the alleged will upon the ground that the sole legatee and devisee and executrix named in the instrument had predeceased the testatrix and, hence, that the paper propounded was not entitled to probate, together with the further objections that the testatrix was not of sound mind at the time of making the instrument, and that it was not properly executed.

There was no attempt on the part of the contestant to show that the deceased was not of sound mind or that the will was improperly executed ; and upon due proof the surrogate found that the alleged testatrix was of sound mind and not under restraint, and was capable of making a will, and that the instrument was properly executed and should be admitted to probate.

Over the objection of the proponents, however, that the evidence was immaterial and irrelevant in that it was offered upon an issue not properly arising in a proceeding for probate, the surrogate admitted evidence showing that Delia C. Davis, the sole legatee and devisee and executrix named in the instrument, died prior to the decease of the testatrix. Because this fact appears, showing that the legacy and devise lapsed and that the executrix named is not in being to qualify, the appellant insists that the paper is a nullity, and that the surrogate erred in admitting it to probate.

[224]*224The briefs of counsel display much learning and. research in the collection of authorities bearing upon what instruments are in fact wills entitled to probate. The most of them relate to instruments not testamentary in character, and not upon their face making a valid disposition of property, and throw little light upon the narrow point involved in this appeal. The question for consideration is simply whether, when there is no occasion to prove a will because an executor who can. qualify is named, evidence that all the legacies and devises therein have failed and become a nullity, is material upon proceedings for probate of the instrument. Hor is the question of interpretation by the surrogate under the provisions of section 2624 of the Code involved, for the court below was not asked to interpret the provisions of the alleged will. There was nothing to interpret. Upon its face its provisions were plain and simple and valid. The appellant, by his brief, disclaims that he then or now asks an interpretation of the will in the sense contemplated by that section of the Code, and, indeed, he, as foreign administrator, had no such interest as a party which would entitle him to ask for a construction of its provisions. (Trustees v. Ritch, 91 Hun, 532; Matter of Campbell, 88 id. 374; Jones v. Hamersley, 4 Dem. 427.)

The provisions of the will being complete, we think evidence of facts showing that those provisions had failed was irrelevant to the issue of its admission to probate.

In our view the true rule of law is that when a paper, unrevoked, testamentary in character, purporting upon its face to devise or bequeath real or. personal property, executed according to the formalities of the statute by a person of proper age and qualifications, and shown satisfactorily to be of sound mind and not under restraint, is presented to a Surrogate’s Court for probate, such .court has not authority upon the question of its admission to probate to inquire whether the provisions of the [japer are ineffectual to pass title because the sole beneficiary and executor is dead and the devise or bequest has thereby elapsed, or because the provisions of the instrument are ineffectual to pass title of the estate to the person named. Any other rule would lead to confusion and to the introduction of false issues in the probate of wills.

Upon proceedings for probate beneficiaries need not be cited, but only the husband or wife, if any, and all the heirs at law or all the [225]*225■next of kin of the testator, or both, as the case may be. (Code Civ. Proc. § 2615.) It is true that any person who is interested in sustaining or defeating a will may make himself a party to the proceeding, and if the probate of the will be opposed the surrogate shall cause to be given to him such notice as he thinks proper (Code Civ. Proc. ■§ 2611), but he has no inherent right to notice in the beginning.

If the surrogate has jurisdiction to inquire as to the death of a .sole beneficiary, which would cause a lapse of the legacy, he has jurisdiction to try a contested question of death. If Delia C. Davis had been a stranger to the testatrix instead of her sister, neither she nor her representatives would have been cited, and if her death had been in doubt and the question had been put in issue, if the contention of appellant is correct, the surrogate might have found that she was dead and that the will should not be admitted to probate, when she was in fact alive and capable of taking. The anomalous situation would then have been presented of declaring that the alleged testatrix died intestate, administration upon her estate granted and distribution to her next of kin made, when in fact she left a will bequeathing her estate to a person in being who could take. So, too, the sole beneficiary may be a stranger entitled to take upon condition of having married a certain person, or being engaged in a certain profession, or having refrained from doing a certain thing, for example; he would not necessarily be in court, and, if the issue of death and lapse be proper upon probate, these issues would be proper ones to be determined by the surrogate, and possibly erroneously, without the beneficiary having been heard and having had his day in court.

The same may be said with respect to legacies or devises void by law. The beneficiary has the right to have the will admitted to probate, and the question of whether or not he can take under the provisions of the will determined in the regular way upon an accounting and distribution of the estate.

Wills devising and bequeathing property according to the statutes of descent and distribution, and naming an executor, are not uncommon. Could it be said that the will should be refused probate because the executor named in such a will was dead ? The property would be distributed in the same manner as though there was no [226]*226will; but, while the paper would be quite ineffectual, if properly executed by a competent person we cannot see how it could be ignored and refused probate.

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Bluebook (online)
105 A.D. 221, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-last-will-testament-of-davis-nyappdiv-1905.