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

5 Mills Surr. 581, 52 Misc. 412, 103 N.Y.S. 423
CourtNew York Surrogate's Court
DecidedJanuary 15, 1907
StatusPublished

This text of 5 Mills Surr. 581 (In re the Probate of the Last Will & Testament of Rogers) 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 Rogers, 5 Mills Surr. 581, 52 Misc. 412, 103 N.Y.S. 423 (N.Y. Super. Ct. 1907).

Opinion

Church, S.

The probate of the instrument offered is resisted on the ground that the deceased, at the time of its execution, did not possess sufficient competency to execute a will, and also that the alleged will was not executed in conformity with the provisions of the statute.

The will in question is the work of one Latto, who is not an attorney, but who evidently assumes to possess some legal knowledge. On the 25th of July, 1906, he claims to have received instructions from the deceased to prepare the will, which by its terms gave everything to his wife. It is in Latto’s handwriting and was prepared by him on the 26th of July, the day after he says he received the instructions. He brought the will from his place of business in Hew York over to Brooklyn, intending to have it executed on that day; but, for some reason which is not explained, he failed to do so and took it back' with him to Hew York on the following day, the 27th. On the afternoon of the 27th he visited the residence of the deceased with one Kerr, who was a notary public. Kerr and Latto went into the presence of the deceased, who was at this time unable to write, and Latto wrote the name of deceased at the foot of the will. The notary public, Kerr, thereupon took the acknowledgment of the deceased to the. will, the same as if it had been a deed, and, signing the acknowledgment, which is a part of the document offered for probate, left the house. Subsequently the subscribing witnesses to the will —■ Iverson, Drum and Boehrer — came in, and the execution of the will was then completed.

[583]*583While this is the general course of events attending the drafting and pretended execution of the will under consideration, there are a number of facts in dispute. Indeed, it can be safely said that there is hardly a single important fact in connection with the whole occurrence which is not the subject of a sharp controversy in the testimony between some of the witnesses.

At the time of the execution of this will, the deceased was a very old man. He had no children and, while the provision in favor of his wife would, under ordinary circumstances, be regarded as a perfectly natural one, yet it appears that he had a brother, who is very old and somewhat helpless, and several sisters, whom he had for several years supported. His widow, on the other hand, was in good health, had property of her own and a grown up son who was apparently a prosperous business man. The deceased had married this woman in the latter years of his life; and there was no evident reason why he should make a special provision for her and sacrifice his brothers and sisters, to whose wants he had so carefully attended for many years.

In considering the circumstances surrounding the making of this will, therefore, we cannot escape the conclusion that it is a somewhat unusual and unnatural document. While, of course, a testator who possesses testamentary capacity may dispose of his property in accordance with any whim or caprice, still the question of the reasonableness of a will is always a subject of much importance in considering the subject of doubtful competency.

Latto, who was not a subscribing witness, but who supervised what was done at the time of the execution of the will, testifies that, as the deceased was too weak to write, he requested Latto to write his name on the document and then made his mark thereafter, and that he declared the document to be his last will and testament and asked the subscribing witnesses to sign it as such.

The testimony of the subscribing witnesses, however, is not [584]*584in harmony. Iverson, the first witness (who procured the attendance of the other subscribing witnesses), states that deceased admitted this was his last will and also asked them to sign it as witnesses. But he declares, definitely, that he did not see the deceased make his mark to the will; and at no place does, he state that the deceased distinctly acknowledged that he executed. the will. It is apparent he was attending to what Latto was saying and doing; and, from his evidence, it appears that, all that the deceased did was to give an affirmative answer to the question of Latto as to whether it was his will or not.

The testimony of Drum, the next subscribing witness, is even more unsatisfactory. He has no recollection of seeing deceased sign the paper or place his mark thereon. ¡Nor has he any recollection of the deceased specifically acknowledging the signature at the foot of the will to he his own. It is evident in his case' that all that the deceased did, so far as he was able to observe, was to acquiesce in some suggestion made by Latto.

The testimony of the third witness, Boehrer, is very significant. In the first part of his evidence he states that deceased was asked if this was his will and that he made some slight acquiescence. The witness thereupon had asked if the deceased' had signed the will. To this the deceased made no answer; hut. Latto stated that the deceased had made his mark on the paper,, and then Latto requested the witnesses to sign their names.. Upon being asked the usual question whether the deceased was; of sound mind, witness asserts that he was in a condition that a man of his age would he expected to he in. A somewhat extended examination was insufficient to get him to explain definitely the condition of the deceased, or what he meant by the statement that he was in a “ normal condition for a man of that age.”' His final evidence was as follows: “ Q'. Do you mean to say that an old man does not have as much to say about how he Wants his property to go as a young man would have to say? A. That is what I would say in this case. .Q'. It is not what [585]*585you would say in this case; you say this man was about the same as any old man of his age; do- you mean in this particular case and in no- other case that is what he would do ? A. I say that he was in a very weak and feeble condition and did not show any very active signs. Q. Any active signs qf what? A. Signs-of life. Q. Did he show any signs of life? A. I believe he knew what was going on. Q;. Did he show any signs of it? A. He didn’t show anything.”

It is impossible for a person to have heard this man’s evidence and to have observed his demeanor on the stand, without reaching the conclusion that the witness was embarrassed by the fact that the attempted execution of the will in question was being-forced upon a man possessing but very slight understanding of his surrounding-s; and that the witness regretted having been drawn into the controversy and was endeavoring, in so- far as. possible, to escape any odium from what he had done. He admits -that deceased did not say anything to ¡anybody, that he saw him attempt to speak, but that his voice was so- low that he could not hear what he said and, but for the nodding of his. head, he would not have known what he desired.

As has been noted, none of the subscribing witnesses saw the-deceased make his mark on the paper or heard him declare in any way that the signature placed thereon was his signature. Latto’s statement is that, while he wrote the name “ Henry A. Rogers ” on the will when the notary, Kerr, was present, and before the arrival of the witnesses, the actual cross on the paper-was made by the deceased in the presence of the three witnesses and that they saw him make it. This contradiction between Latto- and the subscribing witnesses is corroborated by the testimony of Kerr, who declares that he saw the deceased make the-cross in question, and that, thereafter, Latto signed the name “ Henry A.

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5 Mills Surr. 581, 52 Misc. 412, 103 N.Y.S. 423, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-last-will-testament-of-rogers-nysurct-1907.