Matter of Hardy

110 N.E. 257, 216 N.Y. 132, 1915 N.Y. LEXIS 781
CourtNew York Court of Appeals
DecidedOctober 29, 1915
StatusPublished
Cited by14 cases

This text of 110 N.E. 257 (Matter of Hardy) 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
Matter of Hardy, 110 N.E. 257, 216 N.Y. 132, 1915 N.Y. LEXIS 781 (N.Y. 1915).

Opinion

Chase, J.

One Hammond died January 27, 1913. He left a will dated August 30, 1912, which has been admitted to probate. By such will he gave all of his property, amounting to more than $600,000, either absolutely or in trust, to the Metropolitan Museum of Art. He did not leave a widow, descendant or parent him surviving. His heirs at law and next of kin are brothers and sisters and the children of a deceased sister. There was at the time of the probate of said will “Talk about the decedent having left another will,” but the alleged existence of another and subsequent will was denied.

On the 9th of May, 1913,'the appellant and her brothers and sisters and the children of said deceased sister entered into an agreement with the Metropolitan Museum of Art by which the museum agreed to pay to them $135,000 in consideration of their transferring to it “All right, title and interest in or claim to any of the property real or personal wherever situated of which the said James B. Hammond died possessed which they or any one or more of them may or might have or claim to have by reason of a contention that the said James B. Hammond died intestate or by reason of any other alleged last will and testament which may appear or be produced in the future. ” Agreements were thereafter signed by the heirs at law and next of kin of James B. Hammond, deceased, to carry out said agreement of May 9, 1913, and they received said $135,000.

A brother of the decedent on the 10th of April, 1914, presented a petition to the Surrogate’s Court asking for an order requiring one Lopez to produce a will alleged to have been executed by said decedent on the 20th day of December, 1912, and to be in the possession of said Lopez, or to show cause why he should not be required *135 to produce said will. An order was granted and testimony was taken in such proceeding after which an order was entered requiring Lopez to produce said will. An appeal was taken therefrom to the Appellate Division where the order was reversed and the application denied. The decision of the Appellate Division is reported in Matter of Hammond (163 App. Div. 877). The opinion is “per curiam, and as follows: 11 The petitioner has failed to establish that Arthur Lopez had in his possession at the time in question any such paper characterized as a will as the petitioner describes. Furthermore, the petitioner having parted with all his interest hi the estate of the decedent, was not a person interested in such estate under section 2621a (now § 2607) of the Code of Civil Procedure. The order appealed from will, therefore, be reversed, with ten dollars costs and disbursements, and the motion to require said Lopez to produce the paper in question denied, with ten dollars costs. ”

Thereafter the appellant filed the petition herein and another and similar order was made directed to said Lopez. Lopez in an affidavit which he used with other papers to obtain an order directed to the petitioner requiring her to show cause at the same time stated in the order obtained by her why the order so directed to him should not be vacated and set aside, denied that he had the possession of a will as alleged in her petition.

At the hearing in the Surrogate’s Court upon the day named in the orders the court vacated and set aside the order directed to said Lopez. In the order, after reciting the proceedings and enumerating the papers read and filed, it is further recited- that Counsel for the petitioner having stated to the court that he was prepared to offer additional testimony concerning the existence of the alleged will referred to in the petition herein. ”

It is claimed by the appellant that the order was made as a matter of law, the court holding, as stated by the Appellate Division in the first proceeding, that the peti *136 tioner was not interested in the estate of the decedent by reason of the assignment of her interest therein to the Metropolitan Museum of Art. Her claim is supported by the recital in the order that we have quoted.

Three questions are before us for consideration: 1. Is the order of the Appellate Division appealable to this court? 2. Was the order based on a conclusion of law? 3. Is the petitioner a “person claiming to be interested in the estate of a decedent ” within the meaning of section 2607 of the Code of Civil Procedure ?

Whether the order is appealable to this court depends upon whether such order is a final order in a special proceeding. (Constitution, art. 6, § 9; Code of Civil Procedure, § 190.) No special proceeding for the probate of the will alleged by the petition to be in possession of Lopez has been commenced. The order was made on petition and entirely independent of any other proceeding or action. It is urged that it is not a final order because in a proceeding to probate the will the Surrogate’s Court may issue a citation duces tecum for the production of the will. (Code of Civil Procedure, § 2490, subd. 3.) Section 2621a of the Code of Civil Procedure was new in 1910. It was re-written in 1914 and continued as section 2607. This section of the Code contemplates •a proceeding in advance of the proceeding to probate the will to carry out and make practical the procedure in Surrogate’s Court, as it had long existed and as it is now regulated by express rule adopted in several of the counties of the state, requiring the production of the will sought to be probated.

Buie 4 of the Surrogate’s Court of the county of New York expressly provides that “The will if not lost or destroyed shall be filed with the petition for probate unless upon good cause shown by affidavit the surrogate dispenses therewith, in which case the will must be filed at least two days before the return day of the citation. * *

*137 It is unnecessaiy to consider in this opinion whether the appellant has rights other than in the proceeding now under consideration that she can enforce notwithstanding the rulé of the Surrogate’s Court in Hew York county. It is quite clear that she cannot comply with that rule if she should make application to probate the will alleged by her to be in the possession of Lopez. It is not claimed by the petition that the will therein mentioned is lost or destroyed within the meaning of section 2618 of the Code of Civil Procedure.

With the will of the decedent dated August 30, 1912, admitted to probate and the existing practice of the Surrogate’s Court, the proceeding under section 2607 is the protection of a right. The object and purpose of the examination is more than the perpetuation of testimony and obtaining information, as in Matter of Attorney-General (155 N. Y. 441). The order was not made in any other existing special proceeding.

We are of the opinion that the proceeding instituted by the appellant should be treated by this court as an independent special proceeding and' the order appealed from as a final order therein. (Matter of Mohawh Overall Co., 210 N. Y. 474.)

The petitioner was in no way a party to the proceeding commenced by her brother, and is not bound by the decision in that case.

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Bluebook (online)
110 N.E. 257, 216 N.Y. 132, 1915 N.Y. LEXIS 781, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-hardy-ny-1915.