In re the Probate of Will of Hopkins

97 A.D. 126, 89 N.Y.S. 561
CourtAppellate Division of the Supreme Court of the State of New York
DecidedJuly 15, 1904
StatusPublished
Cited by4 cases

This text of 97 A.D. 126 (In re the Probate of Will of Hopkins) 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 Will of Hopkins, 97 A.D. 126, 89 N.Y.S. 561 (N.Y. Ct. App. 1904).

Opinion

Jenks, J.:

On the outset the contestant asked to open in that he had the affirmative. The executor made like request for the same reason. The court ruled with the executor, and she opened and closed the case. I am of opinion that the exception to this ruling was well taken, and that the order should be reversed.

In the Surrogate’s Court the will was admitted to probate. We affirmed the decree. The Court of Appeals remitted the proceedings for a trial before a jury in the Supreme Court to determine whether the will in question was revoked by the testator. (Matter of Hopkins, 73 App. Div. 559 ; revd., 172 N. Y. 360, 370.) The remittitur reads that the proceedings be “remitted to Westchester County for a trial before a jury in the Supreme Court to determine whether the will in question was revoked by testator.” When.this-contention to open the case arose, the trial court had before it this remittitur and the order of the Surrogate’s Court based thereon.

In Heilbronn v. Herzog (165 N. Y. 98) the court, per Werner,. J., say: “ It is the well-settled rule in this State that the party holding the affirmative upon an issue of fact has the right upon the trial to open and close the proof, and to reply in summing up the case to the jury. This is regarded as a legal right not resting in the discretion of the court, and a denial thereof may be excepted to and the ruling reviewed upon appeal. (Millerd v. Thorn, 56 N. Y. 402;. Merzbach v. Mayor, etc., of New York, 163 id. 16.) The general rule upon this subject is, that if the plaintiff, without giving any evidence, is entitled to recover upon the pleadings, the affirmative of the. issue rests with the defendant.” In Lake Ontario Nat. Bank v. Judson (122 N. Y. 278) the court, per Bradley, J., hold that the defendant who wishes to open and close must plead so as to-present no issue, upon any of the plaintiff’s essential allegations, [128]*128and say (p. 284): “ If the defendant fail to do that, no matter how little jeroof the remaining issue may require, or how easily, or in what manner-it may he established by evidence, the right of the plaintiff to open and close the case is not denied to him. (Mercer v. Whall, 5 Ad. & El. [N. S.] 447.)” Werner, J., rests the general rule in Heilbronn v. Herzog (supra) upon Lake Ontario Nat. Bank v. Judson (supra). This was a, trial judicially limited to a single question —• revocation. The will is in existence. The signature is canceled by fourteen almost perpendicular ink lines drawn, across it. This I may or may not constitute revocation, and the purpose of the tidal was to determine that, one question. The vfact that there is a question of revocation implies that there may not have been revocation.. A verdict that there was no revocation would leave the will unfevoked. The presumption is that the. cancellation was subsequent to execution. (1 Jarman Wills [R. & T. 5th Am. ed.] 304.) As I have said, the.isolated fact that the signature to. the paper was canceled; is not enough to establish even a presumption of revocation. There is no presumption from the mere existence of the will that it was last in the possession or the custody of the testator. Hence, before even a presumption- of revocation could be raised, it must be shown that the will, when found in the testator’s possession or custody, was there found thus canceled. (Matter of Hopkins, supra. See, too, 1 Williams Ex. [R. & T. 7th Am. ed.], 207, 208.; 2 Greenl. Ev. [15th ed.] § 681, note 7, citing Cases which, mark the distinction.) Upon the issue thus defined, if neither party had offered- evidence which would prevail? Surely not he who asserted revocation, forasmuch as the cancellation of the signature was not enough even to raise a ¡^resumption that it was by the hand or at the instance of the maker of the, will. As we have seen by the excerpt from the opinion in Lake Ontario Nat. Bank v. Judson (supra) it is of no moment how little proof may be required, or how easily it may be forthcoming, or in what manner, he who must produce it has the right to open the case. In Patten v. Cilley (46 Fed. Rep. 892) the court, per Abdrich, J., in discussing this very question, say: And by the term ‘ holding the affirmative ’ is intended the primary affirmative.” ,

Wharton on Evidencie; (3d ed. § 894) says: “ It is further clear that the burden of showing that a once valid will has been revoked [129]*129by mutilation will lie upon the party who undertakes to prove the revocation,” citing authorities. (And see Patten v. Cilley, supra ; Farrell's Adm'r v. Brennan's Adm'x, 32 Mo. 328, 333; McClintock v. Curd, Id. 411; Higgins v. Carlton, 28 Md. 115, 143; Edelen v. Edelen, 6 id. 288 ; Singleton v. Singleton, 8 Dana, 315; Behrens v. Behrens, 47 Ohio St. 323; Jones v. Jones, 137 N. Y. 610; Bailey on Onus Prob., who cites some of these cases.)

The learned counsel for the executor says that “the general rule is laid down in the text books that in all controversies of this character the right to open and close lies with the proponent of the will,” and cites an extract from 15 Encyclopaedia of Pleading and .Practice (p. 197). The material part as printed in their points is that the proponent has the opening and conclusion, “ even in cases where a bill is filed to set aside a will already probated.” But the learned counsel did not notice, at least they did not print, the full sentence in the encyclopaedia, namely, “ though the reason of this rule is not apparent, for it would seem that after probate the will should be presumed to be valid.” (See p. 198.) The cases cited in the encyclopaedia to support this sentence quoted by the executor may be discriminated. While they present the feature of a prior probate yet invariably on the trial in which the ruling was made the, factum of the will was challenged anew, despite the prior probate, either pursuant to the practice or by direction of a statute. Thus in Mathews v. Forniss (91 Ala. 157) the decision is based upon Hill v. Barge (12 id. 687) and on Lyons v. Campbell (88 id. 462), and in both cases the statute afforded a bill in chancery whereby the entire issue was tried. Rigg v. Wilton (13 Ill. 15) is decided on the authority of Higdon's Heirs v. Higdon's Devisees (6 J. J. Marsh. 48) and of Rogers v. Thomas (1 B. Mon. 390). Higdon's Heirs v. Higdon's Devisees challenged the factum of a will, and so did Rogers v. Thomas, pursuant to the authority of a statute affording a bill in chancery for that purpose. Bevelot v. Lestrade (153 Ill. 625) was a bill to set aside the will for mental incapacity and undue influence, and so also was Vancleave v. Beam (2 Dana, 155). The other authorities cited by the learned counsel are chiefly in cases when thé will must be established in the first instance no matter by how slight or by how formal proof; when [130]*130the attack was upon the factum of the will, and not when, as under tliis^ issue, there was no question as' -to the factum of a will, but simply whether the testator had undone that which had been well done, and which, if he had not undone it, was still, in the eye of the law, well done.

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Related

In re the Estate of Carpenter
171 Misc. 363 (New York Surrogate's Court, 1939)
In re Gedney's Wild
142 N.Y.S. 157 (New York Surrogate's Court, 1913)
In re the Probate of a Paper Writing Purporting to be & Propounded as the Last Will & Testament of Hopkins
109 A.D. 861 (Appellate Division of the Supreme Court of New York, 1905)

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Bluebook (online)
97 A.D. 126, 89 N.Y.S. 561, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-will-of-hopkins-nyappdiv-1904.