Sutherland v. Murray

16 Mills Surr. 32
CourtNew York Surrogate's Court
DecidedNovember 24, 1915
DocketAppeal Nos. 1 and 2
StatusPublished

This text of 16 Mills Surr. 32 (Sutherland v. Murray) is published on Counsel Stack Legal Research, covering New York Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sutherland v. Murray, 16 Mills Surr. 32 (N.Y. Super. Ct. 1915).

Opinion

Mills, J.—

These are two appeals by plaintiff from two distinct orders, the first of which orders was made at the Suffolk County Trial Term November 19, 1914, setting aside a verdict in favor of the plaintiff and granting a new trial, and the second of which orders was made at the Kings Special Term, denying [34]*34a motion made by the plaintiff before the trial justice to vacate the first-named order.

The action was brought under former section 2653a of the Code of Civil Procedure to have adjudged' invalid an instrument which had 'been admitted to probate by the Surrogate’s Court of Suffolk county as the last will and testament of the decedent, Thomas S. Sutherland, whose only child and heir at law is the plaintiff.

The deceased lived all his lifetime, except a few weeks before his death, in the neighborhood of Troy, E. Y. He had been married twice, the plaintiff being a child of the first marriage, and both wives had died. In the fall of 1913 he left Troy and came to the village of Center Moriches, where he took up1 a residence in the home of Sarah E. Murray, an apparently prosperous widow who was in the mid-sixties. Shortly after his arrival there he took out a ‘marriage license to- marry Mrs. Murray, and after a few weeks a marriage ceremony was performed with her by the village priest, the witness Father Dunlin. Sutherland was somewhere between seventy-five and eighty year’s of age. A few minutes after the marriage ceremony, which was performed while Sutherland was lying very sick in bed, he made a will which was drawn up by one Riley P. Howell, a former justice of the peace, and the local scrivener of legal instruments.. The testimony shows that in this will he left all his property to his new wife for life, but with absolute power of disposition, with remainder over to her children. Two days later another will was- made, in. which the sum of $100 was bequeathed to the plaintiff, and the rest of the estate to the new Mrs. Sutherland in manner as provided in the earlier will, which was then destroyed. The decedent was1 a man of some property, approximating in value between $35,000 and $40,000. This will was admitted to probate by the surrogate of Suffolk county after a contest by the present plaintiff, and [35]*35shortly ¿hereafter this action was begun, to adjudge the will invalid.

The grounds set forth in the complaint were as follows: (a) Lack of testamentary capacity; (b) undue influence; (c) fraud perpetrated upon the decedent.

The plaintiff introduced sufficient evidence to require the submission of questions a and b to the jury. There was no evidence whatever off fraud, except as fraud is said to. be an element off “ undue influence,” and the trial court so declared, but it submitted that question also, to the jury on the urgent request of plaintiff’s trial counsel. The questions as submitted to the jury were as follows:

1. Was the testator at the time of the execution of the will in question of sound mind and memory ?

“ '2. Was the execution of the will in question procured by undue influence practiced upon the testator ?

“ 3. Was the execution of the will in question procured by fraud practiced upon the testator ? ”

The jury were given a copy of the submitted questions, and were directed by the trial court to answer them in writing, and to sign their names to the paper. Some time after they retired, they returned to the court and handed up the paper in question, announcing That they had agreed upon a verdict. The record then shows a colloquy as follows:

The Court: Gentlemen, you have all signed the paper but you have not written in the answers, to the questions. Mr. Foreman: We answer- yes to all of them. By Several Jurors: ISTo, we don’t agree on number three. The Court: I tried to make it plain to you that you are to answer these questions and should write the answer to them oh the paper submitted; but you don’t seem to understand it or I did not make it plain to you; do you yourself understand that you find this will a valid will or an invalid will? The Foreman: Yes, invalid. [36]*36The Court: I think you had better retire again and write in the answers to the questions then.”

They retired and shortly returned, and again handed up the paper, and the record shows a colloquy as follows:

The Court: Row, gentlemen, since you were in before you seem to have changed your mind upon the first interrogatory — did you announce it incorrectly at first? Mr. Foreman: We find for the plaintiff. The Court: D'o you mean to say, gentlemen, that you don’t understand the questions propounded to you; the first interrogatory is, ‘ Was the testator at the time of the execution of the will in question of sound mind and memory,’ and when you were in here before you said yes, you answered it yes. Mr. Foreman: If you remember I said, we answered yes to all, and I was under the impression that that was right as we did not pay much attention to that part of it; when we got back in the room they all said in order for the verdict to stand it should be put in no. The Court: Do you determine ■ that question by saying that you decide that this testator was insane at the time of execution of this will ? Mr. Foreman: Ro, we did not.' Mr. McCaffry: I except to your Honor’s use of the word insane; it is simply-a question, of unsound mind and memory. The Court: I will withdraw it then; I simply used that to call their attention sharply to it — do. you make a distinction, gentlemen, between insanity and unsoundedness (sic.) of mind ? If you do I withdraw it. Mr. Foreman: I can only speak for myself — I can see that it was a mistake to write in no. The Court: You intended it to be yes? Mr. Foreman: Yes, I think the jury will so understand it. The Court: Gentlemen of the jury, do you desire to find that this testator was of sound mind and memory at the time of the execution of this will or of unsound mind ? By Several Jurors: Of sound mind. The Court: The next question is, Was the execution of the will itself procured by undue influence practiced upon the testator ? and the answer is yes. Is that your verdict? ’ Mr. Foreman: [37]*37Yes. The Court: That this will was not his free act, hut that some one procured it by undue influence, is that what you desire to find? Mr. Foreman: Yes. The Court: The other question you don’t render any verdict upon, the one as to fraud? Mr. Foreman: No. The Court: Do you wish to step back again and change your answer to the first interrogatory — did the use of the word insane make any difference to you ? If it. did I withdraw it; it is unsound mind. Mr. McOaffry: I except to your Honor’s reference to insanity. The Court: I stated that I withdraw it; I withdrew it if it makes any difference to them.”

The jury again retires and then returns into court and hands up the paper.

“ The Court: I will read you the questions and your answers. ‘ Was the testator at the time of the execution of the will in question of sound mind and memory? ’ and the answer is ‘ Yes.’ Is that you answer ? Mr. Foreman: Yes. The Court: ‘Was the execution of the will in question procured by undue influence practiced upon the testator ? ’ and' the answer to that is yes. Mr. Foreman: Yes. The Court: As to the third interrogatory, which I do not bother to read, you have been unable to agree upon? Mr. Foreman: Yes.

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Bluebook (online)
16 Mills Surr. 32, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sutherland-v-murray-nysurct-1915.