In re the Probate of the Will of Douglas

193 Misc. 623, 83 N.Y.S.2d 641, 1948 N.Y. Misc. LEXIS 3401
CourtNew York Surrogate's Court
DecidedNovember 15, 1948
StatusPublished
Cited by5 cases

This text of 193 Misc. 623 (In re the Probate of the Will of Douglas) 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 Will of Douglas, 193 Misc. 623, 83 N.Y.S.2d 641, 1948 N.Y. Misc. LEXIS 3401 (N.Y. Super. Ct. 1948).

Opinion

Page, S.

The document offered for probate herein was written by Robert g. Douglas, now deceased, on the 10th day of April, 1948. This entirely holographic alleged will was written on two sheets of plain stationery, covering the front and back of the first sheet and the front of the second, in informal and, in some respects, ambiguous language. But we are not here concerned with anything as to that, but only as to the sufficient observance of the formalities of its execution.

After composing the document, the deceased placed it upon a counter where payments of- premiums are received in the insurance office with which he was connected. At that time there was in the office (it being close to noon on a gaturday) no one else except two of the young women who were employed there, gimultaneously with presenting the written instrument in question at the counter, Mr. Douglas made it known to these two girls that he regarded it as his will. He signed» the document at its end. It appears there is no question raised but that [625]*625there was a sufficient declaration of the instrument so subscribed to be his last will and testament, and, pursuant to section 144 of the Surrogate’s Court Act, I am satisfied that he sufficiently declared the instrument to be his last will and testament., In connection with doing so, he requested Miss Elsie M. Coons, who happened to be a notary public, to be a witness to his will, or to ££ notarize ” it. He also asked her to have the only other person then present in the office, Miss Ruth M. Allen, act as a witness.

The instrument contains no attestation clause. At the left margin, opposite the signature of Robert S. Douglas, he had written the word, ££ Witness ”. Immediately underneath this word is the signature, “ Ruth M. Allen ”. About a half inch below this signature are the inscribed words in the handwriting of Miss Coons, “ Sworn to before me this 10th day of April 1948 Elsie M. Coons Notary Public ”. Below this there appear the words applied by means of a rubber stamp,£ £ Elsie M. Coons Notary Public, State of New York Residing in Broome County Broome County Clerk’s No. None My commission expires March 30, 1950 ”.

There is no question involved as to the alleged testator’s sufficient mentality or as to the instrument’s being a result of his own free and unrestrained act. The only issues presented are as to the sufficiency of compliance with certain provisions of section 21 of the Decedent Estate Law. The requirements of this section presently in question are two of those contained in its subdivision 4, reading as follows: ££ § 21. Mcmner of execution of will. Every last will and testament of real or personal property, or both, shall be executed and attested in the following manner: * * * 4. There shall be at least two attesting witnesses, each of whom shall sign his name as a witness, at the end of the will, at the request of the testator.”

Of the four requirements prescribed by the above-quoted portion of section 21, the issues here presented are as to: (1) ££ each of whom shall sign his name as a witness ” and (2) “at the request of the testator.” (Italics supplied.) It is contended on behalf of respondent, Raymond H. Douglas, brother and sole distributee of deceased, that the decedent did not request Elsie M. Coons to sign as a witness and that she did not do so as such but, rather, signed in her capacity as a notary public.

Upon the return of the citation herein a fairly extensive preliminary examination was had of each of the two young ladies whose names were caused by the decedent to be subscribed to the instrument. In this examination some confusion [626]*626was developed as to exactly what request was made of Miss Coons by the deceased in connection with the instrument, whether he asked her to witness or to “ notarize ” it, or both. A typical sample of her rather extensive and in some respects uncertain testimony along this line appears at pages 15-16 of the transcript of the preliminary examination as follows: After testifying: “ He (meaning the decedent) came to the counter and he asked me to witness his signature ”, upon being asked to quote what was said, she further stated in her testimony, “ ‘ Will you witness this will and will you swear to it? ’, and, oh, I don’t know * * *. I don’t know whether I asked him if he wanted me to swear to it or he just asked me to swear to it.” After more attempts to remember what Mr. Douglas said, Miss Coons stated, at page 17, “I think he said, ‘ Will you witness this will? ’ before he signed it, then he signed, then I signed it and I swore to it, I took a sworn statement to it. Then he asked me to go over and ask Ruth.”

Miss Ruth M. Allen was the second witness produced. Although her desk was close by, unquestionably within easy hearing distance, Miss Allen testified that she did not pay much attention to what decedent told or asked Miss Coons, but imme-. diately followed this by testifying: Well, he said something like, ‘ Elsie, will you witness my will? ’ I wouldn’t say that was his exact words.” On cross-examination Miss Allen stated, He asked Elsie if she would sign it, or if she would,— I don’t know if he said ‘ notarize ’ or 1 witness ’ ”.

It appears to be clear beyond all question that both of these witnesses are entirely disinterested and that both sought to be as nearly accurate as possible in rendering their respective testimonies. Both, of course, were entirely unfamiliar with the requirements of section 21 of the Decedent Estate Law in relation to legal formalities connected with the execution of wills. As to them, no doubt, the occasion was also of a merely casual nature. Apparently, there was no special effort made by deceased to impress their memories with his, unquestionably, serious purpose to execute the testamentary instrument he had just finished writing with full compliance with all legal prerequisites.

The above-mentioned preliminary examination occurred on June 24, 1948. The trial of the proceeding was held September 21, 1948. On the latter occasion, the only witnesses produced were the same two young women. They were extensively re-examined and a joint effort made by counsel for proponent, the objectant and the special guardian, and the [627]*627court to develop their respective best recollections ” of the actual words and acts of each of the three actors upon the occasion in question when the instrument was signed by each of them. As a result of this hearing, it was developed that the witnesses were then quite well agreed that the sequence of events was substantially as follows: On Saturday, April 10, 1948, shortly before the office closing time at noon on that day, the deceased presented the document in question to the witness, Miss Coons, at the customers’ counter in the insurance office. He signed the instrument on the counter in the presence and under the observation of both witnesses. He referred to the instrument as “ my will ”, and asked Miss Coons to act as a witness. She assented to do so and signed her name as it appears on the purported last will and testament here in question. Decedent then asked her to have it also witnessed by Ruth M. Allen. The witness Coons carried the instrument a few feet to the desk of Miss Allen and communicated the deceased’s request to her. This was followed by the affixation of the signature of Miss Allen immediately under the word “ Witness ”. According to the testimony taken at the trial, it was not until after all this was done that anything was said about ‘ ‘ notarizing ’ ’ the instrument. Miss Allen had nothing to do with this part of it.

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193 Misc. 623, 83 N.Y.S.2d 641, 1948 N.Y. Misc. LEXIS 3401, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-will-of-douglas-nysurct-1948.