In Re the Probate of the Will of McCulloch

189 N.E. 473, 263 N.Y. 408, 91 A.L.R. 1440, 1934 N.Y. LEXIS 1289
CourtNew York Court of Appeals
DecidedFebruary 27, 1934
StatusPublished
Cited by11 cases

This text of 189 N.E. 473 (In Re the Probate of the Will of McCulloch) is published on Counsel Stack Legal Research, covering New York Court of Appeals 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 McCulloch, 189 N.E. 473, 263 N.Y. 408, 91 A.L.R. 1440, 1934 N.Y. LEXIS 1289 (N.Y. 1934).

Opinion

Crane, J.

Rulings on the admission of evidence require the reversal of this decree. The will of Margaret A. McCulloch was denied probate because the jury found undue influence had been used to procure its execution.

Mrs. McCulloch, a widow with no heirs or next of kin of her own, died in Brooklyn, New York city, at the age of about seventy-two on April 12, 1932. Her family physician for two years was Dr. Hamilton, at whose house she was living when she passed away. The testatrix had made four wills and her sanity and ability to make a last disposition of her property was not questioned. *412 The will of April 28, 1930, gave $500 to Dr. Hamilton and left $25,000 to Florence E. Boone, a housekeeper nurse, the income on $15,000 for life to Lottie Williams, a maid, and the residue to the Masonic Hall and Asylum Fund. The will of May 14, 1930, contained the $500 bequest to Dr. Hamilton, increased the Boone bequest to $30,000, made Lottie Williams’ legacy $15,000, and provided for the Masonic Hall and one May L. Gazzam. On January 12, 1931, another change was made. This time Dr. Hamilton got nothing and Florence E. Boone and a Clarence C. Bythrow got all. The last will, the one offered for probate, turned to her physician, Dr. Hamilton, leaving him the entire estate.

Up to February 3, 1931, Mrs. McCulloch had been living in her own apartment in Vanderbilt avenue, Brooklyn, N. Y., keeping house with the aid of Florence Boone, a nurse and housekeeper. Clarence C. Bythrow came to live with them. He was a new acquaintance, met for the first time in the summer of 1930 in the White Mountains. Lottie Williams had been a maid in the house of Mrs. McCulloch for many years during the lifetime of Mr. McCulloch. With this date, February 3, 1931, commenced new arrangements. The testatrix on that day was taken to the St. John’s Hospital, Brooklyn, for treatment of her ailment, diabetes. She closed her home and notified Florence Boone and Bythrow that they must leave; she did not desire to see them again. From the hospital the testatrix went to live with her physician who fitted up the fourth floor of his house for her comfort. Here she received her friends without let or hindrance and came and went at will. Errands at her bank were attended to personally.

This last will of February 19, 1931, was drawn up by reputable lawyers who received their instructions from the maker personally, without interference or suggestion from the proposed legatee. Unnecessary for the purpose *413 of this opinion to state the evidence as we move on to the points of law requiring attention.

When the will was offered for probate objections were filed by Lottie Williams, a legatee in a previous will, one removed, i. e., the second will above listed. She was called as a witness and permitted to testify on material matters. Not so Florence Boone, who was excluded as a witness because she was a legatee under the third will, the one before that on probate. (Pringle v. Burroughs, 100 App. Div. 366; affd., 185 N. Y. 375.) Should the last will be rejected, Florence Boone would benefit, as she was given a considerable amount in the third will, which could then be probated as a last will. While more remote and yet not without possible claim to success, Lottie Williams was in the same position. Yet her interest was so contingent and remote that it does not come within the excluded class. (See Laka v. Krystek, 261 N. Y. 126; Franklin v. Kidd, 219 N. Y. 409; Talbot v. Laubheim, 188 N. Y. 421; cf. Lesster v. Lesster, 178 App. Div. 438.)

In setting aside this will, Lottie Williams would not benefit directly or even indirectly. She would not benefit at all. Another will intervened in which she was not mentioned. Should this will also be set aside or refused probate, then it is true, she might realize her hopes and become a legatee, but this interest, while possibly affecting the credibility of her testimony, would be too remote and contingent to disqualify her as a witness under section 347 of the Civil Practice Act. The interest to disqualify must be a present, certain and vested interest and not an interest uncertain, remote or contingent. (Hobart v. Hobart, 62 N. Y. 80, 84; Nearpass v. Gilman, 104 N. Y. 506, 509; Eisenlord v. Glum, 126 N. Y. 552, 558; Albany County Sav. Bank v. McCarty, 149 N. Y. 71, 84; Laka v. Krystek, supra.) Some of the decisions have criticized or narrowed this disqualifying rule and Professor Wigmore in his prolific work on Evidence (Vol. 1 [2d ed.], pp. 1004-1007) has severely condemned *414 it. (See Yale Law Journal, vol. XXX, 593, p. 605, Comments on Will Contests in New York,” by Henry W. Taft.) ’ We still, and I may say with some reason, adhere to it but recognize that it should not be extended. Thus, this court in Eisenlord v. Clum (supra) said, “ All legislation on the subject has been in favor of greater liberality in the rules relating to the competency of witnesses.” (See, also, comments in Funk v. United States, 290 U. S. 371.) In Matter of Smith (95 N. Y. 516) the last two wills were treated as one in effect and so cannot be considered as authoritively passing on this point.

On another point, however, Lottie Williams was a disqualified witness. She was made a party to the probate proceedings and as stated filed written objections asking for affirmative relief. Had she been defeated she could have been charged with costs. (Surr. Ct. Act, § 276.) As it was she won and has been awarded costs by the decree. Thus she became a party disqualified under section 347 of the Civil Practice Act. (Croker v. N. Y. Trust Co., 245 N. Y. 17.)

The same objection applies to the testimony of Frank H. McCulloch, a party contestant and a recipient of costs. His evidence should have been excluded for this reason. However, as next of kin, made such by the Decedent Estate Law (Cons. Laws, ch. 13), section 83, subdivision 15, he was not otherwise disqualified. He was a statutory next of kin, no blood relation of Mrs. McCulloch, being the brother of her deceased husband. Although in the absence of all blood relatives he would take her property, yet with four wills extant in which he was not mentioned, his interest was too remote and contingent to bar him out as a witness. His relationship by marriage may weaken his testimony but should not silence him.

Section 314, subdivision 10, of the Surrogate’s Court Act, which defines “ persons interested ” as including *415 any person entitled absolutely or contingently to share in the estate, applies to the provisions of the act, referring as it does to practice. A blood relative may be contingently interested in an intestacy if all who take as heirs or next of kin should die, yet this is not the kind of contingency referred to.

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Bluebook (online)
189 N.E. 473, 263 N.Y. 408, 91 A.L.R. 1440, 1934 N.Y. LEXIS 1289, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-will-of-mcculloch-ny-1934.