Wallace v. Wallace

137 N.Y.S. 43
CourtNew York Supreme Court
DecidedOctober 15, 1911
StatusPublished
Cited by3 cases

This text of 137 N.Y.S. 43 (Wallace v. Wallace) 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
Wallace v. Wallace, 137 N.Y.S. 43 (N.Y. Super. Ct. 1911).

Opinion

MIFFS, J.

Juliet Wallace died September 29, 1909, in the borough of Brooklyn, leaving her last will and testament, which was dated! and had been executed on the 2d day of May, 1902. Such will was duly [45]*45probated by the Surrogate’s Court of Kings county, November 22, 1909, and letters testamentary thereon were, by that court, then duly issued to the defendant Howard Gurdon Wallace, who thereupon qualified! and is still acting as such executor. Juliet Wallace left an estate aggregating about $800,000, nearly all of which she had received from her husband, James P. Wallace, who had! predeceased her January 18, 1897, leaving a last will and testament, executed May 18, 1894, by which he left his estate to his widow, the said Juliet Wallace. The plaintiffs and the said defendant Howard Gurdion Wallace are the surviving children of Gurdon B. Wallace, who was a brother of Juliet Wallace.

The said will of Juliet Wallace gave a legacy of $25,000 to each of the plaintiffs, and, after giving certain other legacies, including one to the defendant Howard Gurdon Wallace of $75,000, gave the great bulk of her estate, or at least a half thereof, amounting to approximately $400,000, in a residuary legacy and! devise to the said Howard. This action has been brought in equity to secure a decree of this court to the effect that the said Howard, as such executor, holds the property left by the said Juliet in trust for the purpose of carrying out a contract, which the complaint alleges the said Juliet and the said James P., on or about May 18, 1894, entered into, whereby they mutually agreed to make and then made their mutual wills, by which each gave to the other his or her entire estate, if the other survived, and, if not, then one half thereof to the blood relatives of the said Juliet, and the other half to the blood relatives of the said James P., each half to be distributed in certain stated proportions, and by which they mutually agreed each to maintain his or her said will; which was actually executed on that day, until his or her death, and, further, that the estate of the said Juliet must be distributed according to the terms of her said will made May 18, 1894. It appears that, by the terms of the said last-mentioned alleged will, each of the plaintiffs would receive, ■out of the said estate, about $75,000; whereas, by the terms of the will of said Juliet of May 2, 1902, each plaintiff will receive only the sum of $25,000.

During the trial certain questions of evidence arose, as to which my mind was not clear; and, by consent of counsel, it was stipulated that those questions should be discussed in their briefs to be submitted, and that the court, in determining the case, should decide, first, of course, those questions of evidence, striking out so much of the evidence received, over objection, as the court might then finally determine to be inadmissible. It is now, therefore, my duty first to determine such reserved questions of evidence. Such evidence, so received, was of three distinct classes, viz.: (1) Declarations of James P. Wallace, tending to show the existence of such contract; (2) declarations of Juliet Wallace of similar character; and (3) testimony of two clerks and a stenographer of the attorneys of Juliet, tending to show that she executed a will on May 18, 1894, at the same time and place that James P. executed his will, and that a certain purported copy, produced from the files of such attorneys, is a copy of her such will. After examining the briefs submitted by the learned counsel upon this [46]*46topic, and the authorities therein cited, and reflecting upon the matter, I conclude that the said first and second classes of evidence were admissible, and that said third class was incompetent and inacknissible.

[1] As to the second class, namely, the declarations of Juliet tending to show or acknowledge the existence of the trust contract alleged, it seems clear to me that they are competent evidence. They were her admissions against interest, tending to establish the obligation here charged against her, and are competent proof against her personal representative and those who take under her will. Hurlburt v. Hurlburt, 128 N. Y. 420, 28 N. E. 651, 26 Am. St. Rep. 482.

[2] The declarations of James P. were admitted only so far as they appear to have been made in the presence of Juliet and with her acquiescence, express or implied. His statement in the immediate presence and hearing of his wife, as testified to by Miss Whitcomb, was of such a character that she would naturally have spoken if she had not recognized such statement to be correct; and therefore, upon elementary doctrine, her failure to speak may, of itself, be taken as her acquiescence in the statement, and therefore the statement be accepted as though made by her.

[3] As to the third class of reserved evidence, as the record now-stands, by the testimony of a former clerk (Elynn) of the law firm of Butler, Stillman & Hubbard, who in 1904 and up to her death, or at least until 1902, when her will was made, were the attorneys of Juliet, and by. the testimony of Devlin, a lawyer then in the employ of that firm, and now in the employ of the law firm of Wallace, Butler & Brown, the successors of the first-named law firm, and by the testimony of Leddy, then the stenographer of Butler, Stillman & Hubbard, plaintiffs have been enabled to prove that on May 18, 1894, Juliet Wallace executed a will, of which Exhibit B, attached to the complaint, is a copy, at the same time and place and with the same witnesses that her husband executed his will. The said firm of Butler, Stillman & Hubbard were the attorneys of both James P. and Juliet. The late John Notman, of that firm, in the main attended to their legal business.

The witness Devlin testified that recently, at least since the death of Juliet, September 29, 1909, he had examined the files of papers in the office of Wallace, Butler & Brown, and there found among them what purported to be a typewritten copy of a will made by Juliet Wallace, May 18, 1894, and that he had produced such copy before the surrogate of Kings county at the probate of her 1902 will, and later had seen the same copy, at a trial in this court before Mr. Justice Blanchard, in New York county, of another similar action. It was admitted here that the said Exhibit B is a correct copy of such copy so produced before said justice. The witness Baird testified that he was the attorney of the plaintiffs in such other action, which was brought by certain blood relatives of James P. Wallace, and that, as such, he received from said Wallace, Butler & Brown the said purported copy of a will of Juliet Wallace, made May 18, 1894, and that, after the trial of that action, he had mislaid such copy and could not now find it.

Before Devlin testified, and identified the copy, and stated where it [47]*47was found, Flynn was examined as a witness for^the plaintiffs, and testified that, without having his recollection refreshed by something, he could not say whether or not he was a subscribing witness to any other will, namely, one by Juliet made at the time when James P. Wallace made his will, to which it was established he was one of the subscribing witnesses. Counsel for the plaintiffs, in withdrawing Flynn as a witness at that point in his testimony, said:

“I will have to ask this witness to step aside and call a witness for the purpose of refreshing Mr. Flynn’s recollection.”

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Bluebook (online)
137 N.Y.S. 43, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wallace-v-wallace-nysupct-1911.