In re the Probate of the Will of Pulvermacher

280 A.D. 575, 116 N.Y.S.2d 110, 1952 N.Y. App. Div. LEXIS 3524
CourtAppellate Division of the Supreme Court of the State of New York
DecidedOctober 14, 1952
StatusPublished
Cited by1 cases

This text of 280 A.D. 575 (In re the Probate of the Will of Pulvermacher) 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 Will of Pulvermacher, 280 A.D. 575, 116 N.Y.S.2d 110, 1952 N.Y. App. Div. LEXIS 3524 (N.Y. Ct. App. 1952).

Opinions

Van Voorhis, J.

The question upon this appeal is whether a paper, entirely in the handwriting of Bobert Pulvermacher, deceased, should be admitted to probate as a testamentary instrument. He had previously executed a more formal will. The paper now offered for probate was not prepared by a lawyer, and is addressed “ To My Executors of My last Will & Testament & To Whom it May Concern ’ ’. It contains no general revocation clause, and was probably intended to operate as a codicil to his previous will, although that question is not now presented. There is no dispute that decedent intended this document to operate as a testamentary disposition of a portion of his property, that he subscribed it in the presence of two persons whom he requested to act as attesting witnesses, nor that they signed as witnesses in his presence and in the presence of each other. This occurred in the safe deposit room of a bank where testator had a box and where the witnesses were employed.

The sole objection on which this paper has been denied probate is that it was not published, viz., that decedent neglected to comply with subdivision 3 of section 21 of the Decedent Estate Law in failing to declare to the attesting witnesses that the instrument thus subscribed was his last will and testament.

Begardless of whether it was necessary to establish publication prior to the enactment of the statute of wills, where the instrument is proved to have been intended by the testator to be a will (a point not definitely settled), the statute now requires that the testamentary nature of the instrument shall have been communicated by the decedent to the witnesses. The main purpose in requiring publication is to guard against the subversion of a testator’s intent through fraud or imposition, since “ from proof of due publication it may be presumed that the decedent had the requisite knowledge of the provisions of the propounded instrument ” (1 Davids on New York Law of Wills, § 307). Particular situations are sometimes included in the broad sweep of a statute, which, standing by themselves, would not fall within [577]*577its objectives. The courts have frequently recognized that such is the case with holographic wills when it comes to the requirement of publication. The dominant purpose of the Legislature in enacting and amending the statute of wills, has been to render certain that the intention of the testator will be ascertained and given effect without being falsified or perverted by fraud or undue influence. Where a will or codicil is entirely in the handwriting of a testator, there is little room for doubt that he understood the testamentary character of the instrument. In this case no question is raised that Mr. Pulvermacher was ignorant of. what he was doing when he wrote the propounded instrument, that he misunderstood its purport, or was acting under the domination of anyone else. He was a man of sound mind, who had accumulated seven hundred thousand dollars. All of these matters are conceded in favor of the instrument. Neither is it questioned that he subscribed the paper himself in the presence of witnesses, who signed their names at his request and in his presence. His testamentary intention, expressed in the writing, has been attested beyond doubt. Must his intention, thus authenticated, be defeated by a requirement of a law enacted primarily for the purpose of carrying testators’ intentions into effect? Courts have faced this dilemma before, and have resolved it, not by dispensing with the necessity for publication of holographic wills, but by requiring a lesser degree of proof of publication. Even in the case of nonholographic wills, no particular form of communication to the subscribing witnesses is required. Section 310 of Davids on New York Law of Wills (Vol. 1) states: In the leading case of Remsen v. Brinckerhoff [26 Wend. 325] the Court of Errors said that the word ‘ declare,’ as used in the statute, signifies ‘ to make known, to assert to others, to show forth,’ and this is any manner, either ‘ by words or by acts, in writing or by signs.’ A sufficient publication is established by proof that the decedent communicated with the witnesses ‘ in a manner capable of conveying to the minds of the witnesses his own present consciousness that the paper being executed is a will ’ ”, citing also Lane v. Lane (95 N. Y. 494, 498) and Matter of Beckett (103 N. Y. 167,174, affg. 35 Hun 447). In section 313 it is added, concerning attesting witnesses: “ Nor is it necessary to prove by them that they understood from the decedent’s communication that the instrument was his will. If sufficient words of publication were uttered, it will be conclusively presumed that the witnesses did understand their import ”, citing Torry v. Bowen (15 Barb. 304, see especially p. 308).

[578]*578The Court of Appeals had occasion to consider the publication of a holographic will in Matter of Turell (166 1ST. T. 330). There the Surrogate, unanimously affirmed by the Appellate Division, had found as a fact that the attestation clause signed by the witnesses was false, and that actually there had been no communication between testator and witnesses when the will was executed. Inasmuch as the jurisdiction of the Court of Appeals over the case was limited to questions of law, the naked legal issue was presented whether publication could be dispensed with entirely in the case of a holographic instrument. The decision was that the requirement of publication could not be eliminated from the statute, but that whether the will had been published was a question of fact. The Court of Appeals added, apparently for the guidance of future triers of the fact (pp. 336-337): “It is, undoubtedly, true, in the case of a holographic will, that the dangers of fraud and imposition, or of undue influence, against which the statute was designed as a safeguard, are greatly diminished and that it is unnecessary to criticize as closely the terms and manner of publication. The atmosphere of a testamentary instrument, wholly in the handwriting of the testator, is such as, naturally, to dispose the judicial mind to accept it as his will with less strictness in the proof of a compliance with statutory formalities.” Courts have taken notice of this distinction in the degree of proof required for the probate of holographic instruments in other cases (Matter of Levengston, 158 App. Div. 69; Matter of Billet, 106 Misc. 229, 234, revd. on other grounds, 187 App. Div. 309; Matter of Akers, 74 App. Div. 461, affd. 173 N. Y. 620; Matter of Wallace, 148 Misc. 867).

The subscribing witnesses in the instant case testified that they were ignorant of the nature of the document which they signed. They apparently overstepped a rule of the bank, in whose safe deposit department they were employed, which would have required the attendance of a bank officer. One of them testified that “ we wouldn’t have signed it if he had said ‘ a will.’ ”

Their further testimony, however, was such as to warrant a finding that decedent’s words and actions when he signed the paper were sufficient" to convey the impression to the ordinary mind that it contained a testamentary disposition of property. As has been pointed out above, if publication of the instrument was thus manifested, it is not necessary to establish that the witnesses understood from the decedent’s communication that the instrument was his will. The test is what decedent said and [579]*579did, not how the minds of the witnesses operated.

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Bluebook (online)
280 A.D. 575, 116 N.Y.S.2d 110, 1952 N.Y. App. Div. LEXIS 3524, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-will-of-pulvermacher-nyappdiv-1952.