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

250 A.D. 253
CourtAppellate Division of the Supreme Court of the State of New York
DecidedMarch 17, 1937
StatusPublished
Cited by3 cases

This text of 250 A.D. 253 (In re the Probate of the Last Will & Testament of Stephani) 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 Stephani, 250 A.D. 253 (N.Y. Ct. App. 1937).

Opinion

Crapser, J.

The will and codicil were dated the 17th day of April, 1919. Objections were filed to the probate of the will and codicil and were withdrawn after the execution and approval by the surrogate of a compromise agreement between the interested parties. The will and codicil were holographic, and no question is raised about the due execution and publication of the same.

The decedent died on February 1,1935, at the age of about seventy years, and was a patient in the Dannemora State Hospital. The decedent had been convicted in New York county of murder in the second degree; he shot and killed his mother’s lawyer in a dispute over his father’s estate, and was sentenced to Sing Sing Prison for life. In that trial the defendant was defended by the firm of Howe & Hummel, and a plea of insanity was raised. A commission was appointed to inquire into his sanity, and reported to the court that the decedent was sane, and he was later convicted and sentenced to Sing Sing Prison. ■

In January of 1903 a prison physician at Sing Sing, Prison certified to the warden, pursuant to what is now section 383 of the Correction Law, that the decedent was in his judgment insane, and the decedent was thereupon transferred to the Dannemora State Hospital, where he remained until his death.

The decedent was sane when convicted' and his insanity has not been judicially determined notwithstanding the fact that he was transferred pursuant to what is now section 383 of the Correction Law to the Dannemora State Hospital.

The certificate of the physician is not a determination of incompetency, but the decedent was held in the hospital under the sentence for murder in the second degree. (Trust Company of America v. State Safe Deposit Co., 109 App. Div. 665; People ex rel. Stephani v. North, 91 Misc. 616.)

Section 144 of the Surrogate’s Court Act requires that before admitting a will to probate the surrogate must be satisfied (a) that the will was duly executed, and (b) that the testator, at the time of executing it, was in all respects competent to make a will, and not under any restraint.

The will was duly executed and the formalities required by section 21 of the Decedent Estate Law were complied with.

It is also satisfactorily shown by the testimony of the subscribing witnesses and by the will itself that at the time of the execution the testator was free from any restraint.

The only question remaining, therefore, is whether, at the time of the execution, the testator was competent to make a will or, in other words, did he have testamentary capacity?

[255]*255When the will was first offered for probate a preliminary examination of the subscribing witnesses was asked for by the contestants who intended to file objections. An examination was had for the purpose of enabling the next of kin to determine whether they desired to file objections. The witnesses were not cross-examined by the proponents.

In that preliminary examination Dr. Dexter was asked by Mr. Gillespie, one of the attorneys now asking for the probate of the will, this question: “ Q. Was Stephani, in your opinion, capable of making a will at that time? * * * A. I think he was mentally incompetent to make a will.” The other attesting witness was asked: “ Q. Do you believe Stephani had capacity to make a will? A. No, I do not.”

After the withdrawal of the objections and the compromise agreement was entered into, the subscribing witnesses were again examined. Dr. Roger Dexter testified in this examination that the testator knew the extent of his property and where it was, knew he was signing his will, and knew what the will contained, knew who were his relatives and who were the natural objects of his bounty, and had sufficiently clear memory to collect in his mind the facts concerning his estate. This witness was later recalled and was examined by the surrogate, who read to him the definition of sound mind and testamentary capacity as set forth in Delafield v. Parish (25 N. Y. 9) and in Horn v. Pullman (72 id. 269), and, after reading the definition from these cases, the surrogate asked this question: In view of those definitions, as set forth in those cases, Doctor, what would you say about the soundness of mind of Mr. Stephani in 1919 with respect to his ability to make a will? In other words, did he have testamentary capacity to make a will as thus defined? A. Yes, I would say he did.”

Dr. Dexter, from his testimony, seems to think that Mr. Stephani possessed that element of testamentary capacity which the law required of a man to make a will, although, as a doctor and psychiatrist, he believed Mr. Stephani to be insane. In his examination of June 26, 1935, when he testified that Mr. Stephani was mentally incompetent to make a will, he was not asked in reference to the elements of testamentary capacity, which he was asked on his later examination, and probably had very little idea at that time of what constituted testamentary capacity, but, on his later examination, when the direct questions were asked him to determine whether or not the man had testamentary capacity, and the definition was read to him from leading cases, he had no hesitancy in saying that the testator had testamentary capacity. He finally said that legally he was competent but medically he was not.

[256]*256The other subscribing witness, Harry L. Dow, when he was later called, testified that the decedent at the time that he made the will knew what property he had and the effect of the will, and that he had testamentary capacity. The surrogate stated to this witness as follows: The law defines what he must have, he must have testamentary capacity; must know the extent of his property; must know his relatives, sometimes called the object of his bounty, and he must appreciate the nature of the act he is doing; he must know how he is disposing of his property. With that definition, do you now think he had testamentary capacity? A. Yes, I think, he had capacity to know what he was doing and all of that.”

In addition to this testimony, Dr. Albert L. Hayes, an alienist, was sworn, who said he had been employed at Dannemora State Hospital from 1922 to 1929; that he knew the testator slightly while at the hospital, and discussed with him on one occasion an accounting from his committee; he had read the will and had examamined the letters in evidence, and, based upon his acquaintance with Stephani from 1922 to 1929, he gave it as his opinion that Stephani had testamentary capacity at the time he made the will; that Stephani knew the extent of his property and who his relatives were and who were the natural objects of his bounty, and understood the consequences of making a will, and that by the act he was disinheriting some of his relatives.

Dr. Charles L. Bailey was also sworn by the proponents. He gave his qualifications. He was for a short time helping out at Dannemora State Hospital in 1919, and became acquainted with the testator. He discussed with the testator the extent of his property; that the testator told him how much money he had in different financial institutions, and told him he had made a will before his conviction and a recent will. Dr. Bailey testified that the testator knew what he possessed; that he knew the object of his bounty, and that he knew his relatives. Dr. Bailey had also read the wills of 1890 and of 1919, and he gave it as his opinion that Stephani possessed testamentary capacity at the time of the making of the will.

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Related

In re the Estate of Niner
126 Misc. 2d 1097 (New York Surrogate's Court, 1984)
People ex el. Greenwell v. McNeill
262 A.D. 912 (Appellate Division of the Supreme Court of New York, 1941)
In re the Estate of Stephani
164 Misc. 240 (New York Surrogate's Court, 1937)

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250 A.D. 253, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-last-will-testament-of-stephani-nyappdiv-1937.