In re the Probate of the Will of Pulvermacher

113 N.E.2d 525, 305 N.Y. 378, 1953 N.Y. LEXIS 806
CourtNew York Court of Appeals
DecidedJune 4, 1953
StatusPublished
Cited by14 cases

This text of 113 N.E.2d 525 (In re the Probate of the Will of Pulvermacher) 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 Pulvermacher, 113 N.E.2d 525, 305 N.Y. 378, 1953 N.Y. LEXIS 806 (N.Y. 1953).

Opinion

Fuld, J.

The courts below have disagreed on whether decedent, Eobert Pulvermacher, published his holographic will in compliance with the statutory mandate that a testator “ declare the instrument * * * subscribed, to be his last will and testament ” at the time that he signs or acknowledges it (Decedent Estate Law, § 21, subd. 3).

In January of 1949, Pulvermacher, while in the safe-deposit vault of his bank, obtained a piece of paper from one of the guards. Soon thereafter, he emerged from a booth near the vault and requested the guard and another vault attendant to ‘ ‘ witness my signature. ” Although familiar with his signature, the guard, as was his wont in the case of all papers, asked him to sign again, and the two witnesses then signed to the right of his second signature.

Only those witnesses and Pulvermacher were present, and both employees emphatically testified, not only that the latter did not say that the paper was a will, but that they did not know that they were witnessing a testamentary disposition. According to one of them, all that Pulvermacher told them was, “ I am going away on a trip. I have some instructions that I want carried out if anything happens ”; and the other witness recalled that, after mentioning a “ trip ”, Pulvermacher merely stated that there was “ something I want to take care of in case something happens to me ”, and that “ with all the accidents which you have today you never know what will happen.” At the time of signing, the paper was folded and held in such a way [383]*383that, at most, only the bottom quarter was visible. Both witnesses insisted that they read no part of it, though, even if they had, they could not have seen any attestation clause — for there was none. The words exposed were these: “ The Business of L Pulvermacher & Bros has to be continued is wish of deceased otherwise in the event they cannot get along together to dissolve the Business & divide Robert Pulvermacher 308 E 79th St Jan 14 —1949 ”.

Some three years later, Pulvermacher died. We may assume that he intended the writing as his will, but our statute requires more. It requires definite formalities, and one of them is publication (Decedent Estate Law, § 21, subd. 3). Publication, in turn, demands, not only that the testator have knowledge of the character of the instrument, but, equally important, that he share that knowledge with his witnesses. While “ no particular form of words ” is necessary, the courts have held the minimum statutory prescription to be some kind of communication that the instrument, which they are being asked to sign, is testamentary in character. (See, e.g., Matter of Turell, 166 N. Y. 330, 337; see, also, Matter of Moore, 109 App. Div. 762, 765, affd. 187 N. Y. 573; Lewis v. Lewis, 11 N. Y. 220, 224-225; Van Hooser v. Van Hooser, 1 Redf. 365, 373; Darnell v. Buzby, 50 N. J. Eq. 725, 730-732.) It must appear that, as between the testator and the witnesses, there was some meeting of the minds upon the understanding that the instrument was the testator’s will ”. (Matter of Turell, supra, 166 N. Y. 330, 337.) And that understanding must be derived, one court has written, “ from some unequivocal act or saying of the testator ”. (Van Hooser v. Van Hooser, supra, 1 Redf. 365, 373; italics in original.)

The reason for requiring publication is twofold: first, to furnish proof that the testator is under no misapprehension, whether by malicious contrivance or otherwise, as to the nature or identity of the instrument, and second, to impress upon the witnesses the fact that, since the document is a will, they are expected “ to remember what occurred at its execution and be ready to vouch for its validity in court.” (Matter of Moore, supra, 109 App. Div. 762, 765, affd. 187 N. Y. 573; see, also, 1 Davids on New York Law of Wills [1923], § 307, p. 517.)

[384]*384■ Because the possibility of misapprehension on the part of the testator is greatly reduced where a holographic will is involved, we have demanded “ less strictness in the proof of a compliance with statutory formalities.” (Matter of Turell, supra, 166 N. Y. 330,337.) However, while proof of publication ‘1 may be relaxed somewhat ”, compliance there must still be. (Matter of Moore, supra, 109 App. Div. 762, 765, affd. 187 N. Y. 573; see, also, Matter of Hunt, 110 N. Y. 278, 281; Matter of Beckett, 103 N. Y. 167, 174.) A holographic will, this court has remarked, must be executed with the same formalities as any other. Such is the command of the Legislature. To admit to probate such an instrument * * * [without proof of the formalities] opens the door to the nullification of statutory provision and probably in some cases to fraud.” (Matter of Allen, 282 N. Y. 492, 497.)

We find no warrant to ignore that legislative command in the fact that this state at other times did not — and that many other jurisdictions do not today — number publication as one of the solemnities prerequisite to the due execution of a will. (See, e.g. Remsen v. Brinckerhoff, 26 Wend. 325, 330-331, 337; 1 Roberts on Wills and Codicils [1st Amer. ed., 1823], pp. 105-108; 1 Davids, op. cit., § 306, pp. 514-515; 1 Page on Wills [3d ed., 1941], § 379, pp. 687-688.) The legislature, cognizant of our unbroken line of decisions requiring compliance with each of the statutory formalities even in the case of holographic wills, has continued its requirements unchanged and unrelaxed. (Compare 2 Rev. Stat. of N. Y. [as published under direction of Revisers, 1829], part II, ch. VI, tit. I, § 40, subd. 3, p. 63, with Decedent Estate Law, § 21, subd. 3; see 2 Rev. Stat. of N. Y. [as prepared by Commissioners, 1875], note to proposed § 7, amdg. § 40 of Rev.Stat., p. 1613; cf. Decedent Estate Law, § 16.)

In the ease before us, the testimony, clear and uncontradicted, reveals that the witnesses were not informed, and, indeed, did not believe, that the paper was a will. Pulvermacher’s remarks that he was going on a “ trip ” and that he was leaving instructions ” which he wanted carried out in case “ anything happens,” were at best equivocal. They “ did hot necessarily inform the witnesses that it was a will by excluding every other instrument from the mind.” (Lewis v. Lewis, supra, 11 N. Y. 220, 227.) The witnesses could just as readily have inferred that [385]*385Pulvermacher was signing a power of attorney or an assignment or that he was providing for an inter vivas gift. And the reference to accident ”, to anything that might happen, might just as well have pertained to nonfatal accidents or to mere delay in returning as to death. (Cf., e.g., Matter of Harris, 1 Tuck. 293, 298.)

Neither the relationship of the bank attendants to Pulvermacher nor the surrounding circumstances were sufficient to bring home to those witnesses that the writing was a will. (Cf. Matter of Beckett, supra, 103 N. Y. 167, 174-176.) The fact that a portion was visible does not indicate that Pulvermacher intended his witnesses to read it and realize its testamentary character. Indeed, the paper Avas folded and held so as to expose only a small part of the writing. In the light of this effort to conceal and secrete the paper’s contents, as well as the relationship of the parties, it might Avell have been presumptuous of them to have read it.

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113 N.E.2d 525, 305 N.Y. 378, 1953 N.Y. LEXIS 806, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-will-of-pulvermacher-ny-1953.