Upton v. Bernstein

27 N.Y.S. 1078, 83 N.Y. Sup. Ct. 516, 59 N.Y. St. Rep. 365, 76 Hun 516
CourtNew York Supreme Court
DecidedMarch 16, 1894
StatusPublished
Cited by6 cases

This text of 27 N.Y.S. 1078 (Upton v. Bernstein) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Upton v. Bernstein, 27 N.Y.S. 1078, 83 N.Y. Sup. Ct. 516, 59 N.Y. St. Rep. 365, 76 Hun 516 (N.Y. Super. Ct. 1894).

Opinion

O’BRIEN, J.

The plaintiff, as devisee of one tirescentia Mueller, brought this action to recover moneys received by defendants, who were real-estate agents employed by Mueller, in her lifetime, to collect rents of real property of which she died seised. To establish [1079]*1079her title, plaintiff called one of three subscribing witnesses to a paper which purported to be the will of Mueller, and which, it appeared, had been presented to the surrogate of Hew York county for probate, but not probated at the time of the trial of the action.^ This one witness testified to the drawing and execution and publication of the will, after which the plaintiff offered the paper in evidence as the will of Mueller. If the factum of the will wasi established, the contents having been admitted, as containing a devise of the premises to plaintiff, she would have made out her cause of action. But the objection was made, to the admissibility of the paper in evidence as a will, that the testimony of two witnesses was necessary to establish its validity. The court sustained this objection, and dismissed the complaint, and it is from the judgment entered thereupon that this appeal is taken.

The single question presented, therefore, is whether, in an action in the supreme court upon the single issue as to the ownership of real estate, the due execution of a will can be established, prima facie, by the testimony of a single witness, or whether there must be, as held by the trial court, two witnesses. Section 2618 of thé Code of Civil Procedure provides that, “before a written will is admitted to probate, two at least of the subscribing witnesses must be produced and examined, if so many are within the state and competent and able to testify;” and the succeeding section (2619) provides the mode of procedure in case of the death, absence from the state, lunacy, or other incompetency of a witness required to be examined. These sections require, therefore, that, in all proceedings relating to the probate of a will, two witnesses, at least, must be examined, if within the state, and competent and able to testify; and it is equally well settled that a will cannot be given in evidence to show title to personal property until it has been probated, but that such title is conclusively established by the probate of the will. In regard to real property, however, the will, even if probated, is but prima facie evidence of title. As the result of this difference of weight to be given to the probate of a will in respect to personal, as-distinguished from real, property, appellant contends that a different rule prevails as to the number of witnesses required. The authority relied on to sustain this contention is said to be that of Harris v. Harris, 26 N. Y. 440. In that case the plaintiffs sought to partition the property which the defendants claimed to own by virtue of a will alleged to have been lost or destroyed. As shown by the statement of facts, the defendants gave evidence tending strongly to show that the will was made and executed with all the formalities required by the statute, and that the instrument was lost or fraudulently destroyed in the testator’s lifetime. “The provisions or contents of this will were proved distinctly and clearly by one-witness, who drew it at the request of the testator, and who was one of the subscribing witnesses to it.” According to this testimony, the will contained a devise of testator’s lands described in the complaint to the defendants. To meet this, the plaintiff introduced in evidence the judgment roll in a suit brought by the defendants for the purpose of having such will established as a lost or destroyed will, [1080]*1080and it was shown that such action was brought, and judgment finally entered dismissing the complaint, and this judgment was claimed to be a bar. It was held that the defendants were not concluded by this judgment obtained against them in their action; and in the course of the opinion, upon the question whether one or more witnesses were necessary to establish the contents, as distinguished from the factum, of the will, the court say:

“Nor can it be claimed that the probate of a will lost or destroyed in a surrogate’s court, or one lost or destroyed in the supreme court, under the provisions of the Revised Statutes, is in either case conclusive as to real estate. It is conclusive as to personal, but prima facie only as to real, estate, and a failure to have a will probated * * * does not prevent those claimants under it from setting up and establishing their title by common-law evidence in an action in any court, either of law or equity, where the title to the real estate thereby devised may be involved or come in question, unless some statutory provision has altered the common-law rules of evidence in respect to the pr^bf of a will lost or destroyed by accident or design, and made it incumbent, in all cases, to prove the contents of such will by at least two credible witnesses, or by one witness and a correct copy or draft of the lost instrument. About the only question in- the present case is Whether such a statutory rule exists.”

It was accordingly held in that case that no such statutory rule ■exists, and that the common-law rule of evidence which allowed the proof of the contents of a will in the same manner as that of a deed, toy a single credible witness, remained unaffected by statutory provisions relating to the mode of proof relative to probate proceedings. Probably, as the result of the misstatement in the headnote of the decision in that case, it has been frequently quoted as authority for the proposition that it directly decided that, upon the single issue of ownership, the due execution of a will might be established, prima facie, upon the testimony of a single witness. The reporter, however, failed to make the distinction which exists in the case between proving the factum of a will and the contents, which are two very different things. That case, therefore, is authority only for the proposition that the contents of a will may be proved by the common-law rules of evidence. In the case "at bar, the contents of the will were admitted; and it is conceded that, if the factum of the will was established, the plaintiff, as devisee, by virtue thereof, was entitled to maintain the action and recover. Apart, however, from the case of Harris v. Harris, there is abundant authority among the earlier cases for the proposition that a will of real property in the supreme court might be proved and established by one witness, according to the common-law rule of evidence. Jackson v. Le Grange, 19 Johns. 386; Dan v. Brown, 4 Cow. 483; Jackson v. Vickory, 1 Wend. 406; Caw v. Robertson, 5 N. Y. 134. In this last case (page 134), Gray, J., says:

“If the title to real estate devised should be contested, one, only, of the •subscribing witnesses, who can prove the execution of the will, need be examined.”

The only case where a contrary view is seemingly indulged in is that of Chapman v. Rodgers, 12 Hun, 342, wherein the plaintiff brought an action to have his title declared valid, or, if this were not done, that a partition and sale of the premises might be had. [1081]

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Bluebook (online)
27 N.Y.S. 1078, 83 N.Y. Sup. Ct. 516, 59 N.Y. St. Rep. 365, 76 Hun 516, Counsel Stack Legal Research, https://law.counselstack.com/opinion/upton-v-bernstein-nysupct-1894.