Vreeland v. McClelland

1 Bradf. 393
New York Surrogate's Court·Decided February 15, 1851·Published·Cited by 6 cases

Opinion

The Surrogate.

The first point for consideration, relates to the jurisdiction of the Surrogate of New-York to take proof of this will. The deceased was an inhabitant of the State of New Jersey, where he died. The petition is defective in not stating the facts requisite to give jurisdiction, but it was conceded on the argument, that it might be amended, provided the facts which ought to have been stated in it, appeared from the evidence. It is not proved that the decedent died leaving assets in this county, or that since his death, assets have come here. Nor does it appear that the Surrogate of any other county has gained jurisdiction. I have therefore no authority to take proof of the will, as a will of personalty on the one hand ; nor on the other am I excluded from taking proof of it, as a will of real estate, provided in the words of the statute (2 JR. 8, 3d ed.,j? 26, § 46, Sub. 5), any real estate devised by the testator, shall be situated” in this county. Where a devise is general, without particular specification or description, it may not only become necessary for the Surrogate to a°scertain that the subject of it lies within his county, but if that is controverted, to hear testimony and determine the fact before admitting the will to record. On that point, I do not wish to express an opinion, the case not requiring it. But where a will on its face purports to devise real estate in the county, shall the Surrogate try an issue as to the testator’s title, as a preliminary to the proof of the will ? This is not required by the letter of the statute. The jurisdiction is made to depend upon the situation of real estate “ demised” by the testator. This cannot mean a valid devise,, for the very object of the proceeding is to ascertain that fact, and it could not, therefore, be required as a pre[416] requisite to jurisdiction. Hor does the statute put the jurisdiction, upon the situation within the county of real estate owned by the testator. And yet, that is what the contestants really insist upon. The power to take proof of the will is not based on the title of the testator, but on the devise he is claimed to have made, and I think the requisitions of the statute are fully met, by a will purporting on its face to devise real estate situated in the county. The will propounded for probate, contains a devise in these words: “Ido give, devise and bequeath, unto Hartman Yreeland, &c., all my real estate situated in the county of Hamilton, State of Hew-York: Also, all my real estate situate in the city of Hew-York, on Oliver Street, Cherry Street, Water Street and South Street, in the Fourth Ward of the said city of Hew-York: Also all other real estate situate in the city of Hew-York, and in any other place or places belonging to me : Also, all the real and leasehold estate belonging unto me situate in Beaver Street, in the said city of Hew-York; the said real estate and leasehold estate, being devised and given unto me, by Elizabeth Lewis, now deceased.” The practical effect of the doctrine, that the ownership of this property may be disputed, as ‘material to jurisdiction, may be seen from the fact, that the counsel for the contestants relies upon a trust deed executed by the decedent, the same day of the execution of the will, to show that the very real estate mentioned in the will and claimed to be devised, was conveyed by the deed, and that the decedent had no real estate in the county at the time of his death. The counsel for the executor contends on the contrary, that under a proper construction of this trust deed, there remained in Gautier, the grantor, a legal estate in the reversion, subject to the execution of a power by one of the trustees, after his death. In the view I take of the statute, it is not necessary for me, as to this branch of the case, to pass upon the effect of the trust deed, the authority of the Surrogate to take proof of the will and admit it to record, being grounded, not upon the title [417] or ownership of the property, but upon the presentation of a will, purporting on its face to devise real estate in this county. (See 2 S. S.,p. 318, § 1, Sub. 1.)

It was also urged on the argument, that if the will was validly executed, it was revoked by the conveyance made by the decedent, on the sam'e day, of all the property described in the will. So far as intention is of importance, which, béfore the Eevised Statutes, was a criterion in cases of implied revocation, there can be little weight in the objection, for it cannot be seriously contended, that a will and a. deed, executed almost, if not quite, simultaneously, and as to their general purport, in harmony with each other, so that they may fairly be considered as parts of the same transaction, are notwithstanding, to be construed in such a way, that the deed is to nullify the will, on the ground that it shows an intention to revoke a solemn act, just consummated a few minutes before. The reasonable conclusion would be just the other way; namely, that instead of contemplating a revocation of the will giving the estate to Yreeland after his death, by a trust deed securing the same estate to Yreeland on the same contingency, the instruments, if valid, were both intended together, to be a complete and effectual disposition of the decedent’s entire property in favor of Yreeland, by a double mode of assurance. The Eevised Statutes have undertaken to dispose of the whole subject of implied revocations. The Eevisers in their notes, justly remark, that the “ arbitrary rules and subtle refinements” on the doctrine of implied revocations, had proceeded to such a degree as to be “ a fruitful source of difficult and expensive litigation,” and “ to be constantly applied, not to carry into effect, but to defeat the intention of testators.” In suggesting amendments to the existing law, they refer to a case somewhat similar to the present. They say, “ But we have not yet reached the climax. A conveyance or assurance after the publication of a will, defeats the will, although made with the avowed intent of confirming it. A man made a will and devised

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Vreeland v. McClelland, 1 Bradf. 393 (N.Y. Super. Ct. 1851).

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