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

133 Misc. 572, 233 N.Y.S. 321, 1929 N.Y. Misc. LEXIS 693
CourtNew York Surrogate's Court
DecidedFebruary 14, 1929
StatusPublished
Cited by2 cases

This text of 133 Misc. 572 (In re the Probate of the Last Will & Testament of Hawley) 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 the Last Will & Testament of Hawley, 133 Misc. 572, 233 N.Y.S. 321, 1929 N.Y. Misc. LEXIS 693 (N.Y. Super. Ct. 1929).

Opinion

Schenck, S.

The decedent, George C. Hawley, died a resident of Albany county, possessed of an estate consisting of real and personal property of the estimated value of upwards of $2,000,000. Two instruments purporting to be a will and a codicil thereto and here offered for probate dispose of the bulk of the estate to decedent’s nurse, his physician, various charitable institutions, friends and employees. His two heirs at law and next of kin are bequeathed $5,000 and $2,500, respectively, but no other beneficial interest in the estate. The instrument contains an in terrorem clause precluding from any benefit under the will any beneficiary therein named who shall oppose its probate.

The special guardian, representing unknown heirs at law and next of kin, conducted a preliminary examination of the subscribing witnesses, which examination developed the fact that at the time of execution of the alleged will and codicil, the decedent was practically blind and could not read the instruments which he at that time signed and which are here offered for probate. Further, that the said instruments were not read to the decedent in the presence of the subscribing witnesses, but that decedent said that the instruments had been read to him, but did not say by whom.

At this preliminary examination of the subscribing witnesses, the proponents of the will were asked by the special guardian to produce prior wills of decedent, in reply to which request, one of the proponents, the attorney who supervised the executions of the instruments, stated that proponents would not produce any former wills unless ordered to do so by the court.

It appears from affidavit of Mr. Reilly, formerly counsel for one of the next of kin but now acting as counsel for the special guardian, that Mr. Smith, one of the proponents and as well attorney for proponents, stated to him that it would be useless to defeat the probate of the instruments offered for probate, for the reason that there were other testamentary instruments in existence. Mr. MacAffer, representing the other next of kin, also files affidavit setting forth that Mr. Smith stated to him that he had in his possession and control one or two other wills of decedent executed prior to the instruments offered for probate, but permission to examine the same was refused by proponents.

The special guardian maintains that the statement of a blind man that he has heard read an instrument produced as his will is of little probative force without some independent proof by someone who can see, identifying the particular instrument which he avers was read to him, which proof is lacking in this proceeding. The special guardian further points out that the production of the previous wills would, if such wills show a general testamentary [574]*574intent in conformity with the will offered for probate, be of material assistance in determining whether to file objections to the probate of the alleged will and codicil.

Proponents contend that this proceeding for the examination of subscribing witnesses under section 141 of the Surrogate’s Court Act limits the examination to that of the subscribing witnesses.

Section 141 of the Surrogate’s Court Act provides that any party to the proceeding, before filing objections to the probate, may examine the subscribing witnesses and any other witness produced by proponent. However, under section 144 of the Surrogate’s Court Act, before admitting a will to probate, the surrogate must inquire particularly into all facts and circumstances and must be satisfied with the genuineness of the will and the validity of its execution; and not until he is satisfied that the will was duly executed and that the testator was in all respects competent to make a will and under no restraint, may he admit it to probate. In order that it may be effective, the statute must be given a liberal construction.

It has been held that all facts and circumstances surrounding the making of a will shall be inquired into by the surrogate, and that under certain circumstances and in particular situations, the next of kin are entitled to an inspection of prior wills and the right to inquire fully into the circumstances of the making of such prior wills,, and, as well, to compare them with the present will for the purpose of ascertaining whether they are alike and whether they evidence a continued intention to dispose of property to charities, to the exclusion of next of kin. (Matter of Beeman, 221 App. Div. 129.)

While the Beeman case differs in some respects from the present, proceeding, nevertheless, the court squarely held that the statute should be liberally construed and that to deny the next of kin the right to an inspection of the prior wills was a denial to them of a substantial right. In that case a preliminary examination of the witnesses to the proposed will was had under section 141 of the Surrogate’s Court Act. There were three subscribing witnesses, one of whom was a lawyer who drew the will and who by its terms was named executor and trustee. Decedent gave all of her property to this executor, in trust, to distribute to such public charitable or educational institutions as he should select. During the preliminary examination, counsel for the next of kin called upon proponent to produce prior wills then in his possession. The surrogate held that on a preliminary examination under section 141, he could not by order or subpoena duces tecum compel the production of these former wills. The Appellate Division, [575]*575Fourth Department, reversed the order of the Surrogate’s Court and remitted the matter to that court, directing an order for the production of the former wills. Clark, J., writing the opinion, says (pp. 131, 132):

I think the construction placed on section 141 of the Surrogate’s Court Act by the learned surrogate was too narrow.

The facts in this case were unusual and exceptional. The testatrix by the terms of this will ignored the natural objects of her bounty and left her entire estate, consisting of over $500,000 in personal property, to the attorney who had drawn her wills, in trust to donate and distribute her property to such public and charitable or educational institutions, etc., as he should deem best. Under the circumstances the next of ldn were entitled to inspect the prior wills to ascertain from inspection whether the signatures by testatrix had changed between the making of the several wills and that they had a right to inquire fully about the circumstances of making these wills and to compare them with the will in question so that by inspection of the documents themselves it could be ascertained whether or not they were alike, and whether the last will évinced the ‘ continued intention ’ of testatrix to dispose of her property to charities to the exclusion of her next of ldn, and clothing her attorney with sole power to select the charities that were to share in the fund. To deny the next of kin this right of inspection of the former wills and further examination of the person who drew them, denied to the next of kin a substantial right, and the order is appealable. (Surrogate’s Court Act, § 288.)

“ It was the duty of the surrogate to inquire into all the facts and circumstances surrounding the making of the proposed will. (Surrogate’s Court Act, §§ 141-144.) ”

Again, emphasizing the importance of affording a liberal construction of the statute where the circumstances surrounding the making and execution of a will create an exceptional situation, the court continues (pp. 132, 133):

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Related

In re the Estate of Hutton
35 Misc. 2d 992 (New York Surrogate's Court, 1962)
In re the Estate of Burnstine
144 Misc. 254 (New York Surrogate's Court, 1932)

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Bluebook (online)
133 Misc. 572, 233 N.Y.S. 321, 1929 N.Y. Misc. LEXIS 693, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-last-will-testament-of-hawley-nysurct-1929.