In re the Probate of the Will of Irvin

19 Misc. 2d 41, 186 N.Y.S.2d 500, 1958 N.Y. Misc. LEXIS 3333
CourtNew York Surrogate's Court
DecidedMay 14, 1958
StatusPublished
Cited by6 cases

This text of 19 Misc. 2d 41 (In re the Probate of the Will of Irvin) 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 Irvin, 19 Misc. 2d 41, 186 N.Y.S.2d 500, 1958 N.Y. Misc. LEXIS 3333 (N.Y. Super. Ct. 1958).

Opinion

S. Samuel Di Falco, S.

The contestants were cited in this probate proceeding because they were named as beneficiaries in two other wills of the same testator on file in this court (Surrogate’s Ct. Act, § 140). The will offered for probate consists of an instrument dated October 13, 1950 and two codicils executed in 1955 and 1956, respectively. The contestants were named beneficiaries in a will dated March 11, 1925 and in one dated January 14,1931. Between 1931 and 1950, the decedent executed three other wills. The contestants are not mentioned in any will after 1931. Proponents move to dismiss the objections to probate on the ground that the wills under which the contestants claim their status were duly revoked by the testator. They con[43]*43tend that revocation of both wills was effected, first, by the terms of the will executed in 1938; and secondly, by the act of the testator in tearing his signature from the earlier wills.

The right to file objections to the probate of a will is granted by statute to a legatee ‘ ‘ in any other will or codicil alleged to have been made by the same testator and not duly revoked by him” (Surrogate’s Ct. Act, § 147). The Surrogate has the power to determine, as a preliminary issue, who are the persons entitled to contest a will (Matter of Cook, 244 N. Y. 63, 72), and thus it is possible that in a proper case, the issue of revocation of an earlier will might become the subject of preliminary inquiry. The question of separate trials of different issues, however, rests in the discretion of the court. (Matter of Albright, 309 N. Y. 126, 129; Flynn v. Royal Development Co., 265 App. Div. 592, 593.) The practice in the Surrogate’s Court is to try first all of the issues relating to the will bearing the latest date. It is thought that this order of trial will save time and expense and will expedite the administration of assets. (Matter of McCabe, 116 Misc. 637, 639; Matter of Johnson, N. Y. L. J., March 4, 1941, p. 979, col. 1 [Foley, S.].) Generally, the courts have refused to try separately and as a preliminary issue the matter of the revocation of the will from which contestants derive their status, unless it appeared that time and money would be saved by a separate trial of the question of status. (Matter of Rose, 185 Misc. 33; Matter of Cohen, 151 Misc. 98; Matter of Aims, 199 Misc. 185; Matter of Hendrickson, 99 N. Y. S. 2d 664.) Where the trial of the issue of status will require as much or more time than the trial of the main issues and will entail as great or greater expense than the trial of the main issues, the interests of justice are better served by an immediate trial of the central issues of the proceeding.

The proponents contend that the earlier wills were revoked by one duly executed on November 30,1938. In order to succeed on that issue, proponents must prove the 1938 will. They believe that it will be easier to prove that will than it will be to prove the 1950 will because the decedent was then younger, far more active in the business and the social world and in better physical health. However, there have already been extensive examinations in connection with the propounded instruments. If the court .should set down for trial the proof of the 1938 will, there must necessarily be a new set of examinations respecting the earlier will and extensive preparations will have to be made for trial of the subordinate issue. Despite the proponents’ belief that the trial of the 1938 will should be simpler than that of the 1950 will, there is no assurance that in fact it will be [44]*44more brief or more inexpensive. There is the certainty, however, that even if the proponents prove beyond doubt the validity of the 1938 will, they still must establish to the satisfaction of the Surrogate “the genuineness of the [1950] will, and the validity of its execution.” (Surrogate’s Ct. Act, § 144.) It seems to the court, therefore, that a separate trial of the 1938 will would serve only to increase inordinately the time and expense of this contest.

The question of revocation by act of the testator on the face of the wills presents slightly different considerations. The wills executed prior to 1950 were drafted by a lawyer who represented the testator up to the time of that lawyer’s death. The 1950 will and codicils were drafted by a different attorney. After the probate petition was filed, the firm with which the deceased attorney had been associated, filed four wills which were in the firm’s safe. Another will, executed in 1949, is missing. The signature of the testator is torn from the 1925 will and the 1931 will. The condition of these wills is such that if they had been in the decedent’s possession and no evidence was available except the evidence of destruction of the pages which presumably contained the signature, the presumption of destruction by the decedent, animo revocandi, would be unavoidable. However, these wills were not in the decedent’s custody at all. They were preserved by his former attorney up to the time of the attorney’s death, and thereafter by the firm. At the moment, no one knows who tore the wills or when they were torn. There are no memoranda, diary entries or reports of any action of the decedent in respect of these wills. The proponents, on this issue, obviously believe that they will be so served by presumptions that the issue will largely resolve itself in their favor.

The courts appear to segregate the issues more readily when the question of revocation arises from destruction of the will rather than from formal revocation by subsequent instrument. (See Matter of Dicks, 267 App. Div. 117; Matter of Fehringer, 183 Misc. 438.) An issue may be very readily disposed of when it is an issue of law only and the relevant facts are not in dispute. Here, however, the matter cannot be so readily resolved.

The presumption of revocation arises in cases where the will has been in the custody of the decedent. (2 Page, Wills, § 874; 1 Davids, New York Law of Wills, § 380.) The same presumption does not arise, however, when the will was in the custody of another. The rule, cited with approval in Matter of Hopkins (109 App. Div. 861, 867), is stated thus: “ The rule of evidence in the ecclesiastical courts, in regard to the presumptive revocations, from the absence or mutilation of the will, seems to be, [45]*45that if the will is traced into the testator’s possession or custody, and is there found mutilated in any of the modes pointed out in the statute for revocation, or is not found at all, it will be presumed the testator destroyed or mutilated it, animo revocandi, but if it toas last in the custody of another, it is incumbent upon the party asserting revocation, to show the will again in the testator’s custody, or that it was destroyed or mutilated by his direction. ’ ’

It appears, therefore, that the issue of revocation by mutilation cannot be resolved on the present papers and cannot be disposed of until all parties have been afforded an opportunity to investigate the facts and present such relevant evidence as is available. The attorney who drew the wills prior to 1950 is dead. Apparently the wills remained in the safe of his firm. The contestants will find it necessary to make extensive inquiry among the members of the firm and their employees, or past employees, in order to determine whether the destruction of portions of the earlier wills was by act of the decedent or by act of another.

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Bluebook (online)
19 Misc. 2d 41, 186 N.Y.S.2d 500, 1958 N.Y. Misc. LEXIS 3333, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-will-of-irvin-nysurct-1958.