White v. . Hicks

33 N.Y. 383
CourtNew York Court of Appeals
DecidedSeptember 5, 1865
StatusPublished
Cited by49 cases

This text of 33 N.Y. 383 (White v. . Hicks) 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
White v. . Hicks, 33 N.Y. 383 (N.Y. 1865).

Opinion

Dehio, Oh. J.

The evidence- of the- declarations of Mrs. Eieben, that she intended by her will to dispose of the *388 $50,000 which she had authority by her father’s will to bequeath, was inadmissible upon the plainest principles. A will must be wholly in writing and cannot be added to or explained by any parol communications. If, therefore, the issues in this case had been tried by a jury, and there had been no agreement respecting the evidence, we should have been obliged to order a new trial on account of the erroneous rulings by which the incompetent evidence was received. But I am of opinion that the stipulation entered into by the counsel upon the trial, will permit us to sustain the judgment, if it can be supported upon the legal evidence and by rejecting that which was incompetent. It was agreed that so much of the evidence as was incompetent should be stricken out and wholly disregarded. It does not appear that any motion was subsequently made to strike out this evidence of declarations, or that the judge paid any regard to it in reaching his conclusions of fact. He found, it is true, that in point of fact, Mrs. Eieben intended to exercise her power of appointment; but it does not follow that he was influenced in so holding by the incompetent evidence. If there was no other sufficient evidence to lead to that conclusion, the judgment would have to be reversed; not on account of the erroneous ruling, but because the judgment could not stand upon the facts which were legally proved.

The question as to the competency of the evidence respecting the property of the testatrix, and her expectation of proximate death, on account of the state of her health, involves the whole merits of the case. If that evidence was not admissible there can be scarcely a pretense that the power of appointment was executed by the will of the testatrix. If, on the other hand, it was properly received, the question will be whether the state of facts which it established, taken in connection with the provisions of the instrument, are sufficient to show, clearly, that the testatrix, when she executed her will, had in her mind her power of appointment conferred by her father’s will, and intended to act upon it in giving the $50,000 to her husband. The will makes no "mention of the power. The dispositions are all such as *389 would be natural enough if the testatrix had, or supposed she possessed, an amount of money or convertible property equal to or exceeding the aggregate of the pecuniary legacies. There are, however, some features of the will which, taken in connection with the will of her father, would, of them- • selves, lead to a very plausible conjecture that she supposed herself acting under these provisions. She gave to Pierre Eieben a precise sum of $50,000, and this was the amount which, in addition to her own property, she was empowered to dispose of. He was her husband, and the power contained an intimation that that sum might be given as a provision for a husband, if she should be a married woman at her death.

' It was not made a condition that it should be so given, but the reference to such a probable claim upon her bounty would be likely to be regarded as a recommendation of her deceased father that it should be given to him. It was not certain whether her husband was living, as he had been some time absent from her without being heard from. In the contingency that it should afterwards appear that he was dead, she proceeds to distribute the $50,000, intended for him, among other legatees, the considerable sum of $10,000 being given to his nephew, who had not, so far as appears, any other claim upon her bounty than his relationship to her husband.

The parol evidence showed that she had, nominally, nearly $54,000 of her own property, of which about $7,000 was uncollected interest and worthless bonds, leaving about $47,000 of available means; and moreover, that she was well acquainted with the condition and amount of her property. When she executed her will she was' on her death-bed, which fact she was well aware of. Her will, therefore, according to her own expectation and belief, was to take effect immediately, without any possibility of her means being increased or in any way changed; and the events transpired precisely according to her anticipations. Besides the $50,000, she bequeathed $32,000 in pecuniary legacies, among her friends and relations, besides giving a contingent residue, and besides the specific bequests of her clothing, jewelry, pictures, &c. These pecu *390 niary legacies, added to the6 $50,000, would have greatly exceeded the amount of her property, and a large abatement, will have to be made from the legacies, if it should be considered that the $50,000 is not included in the dispositions of the will. To the extent of these abatements, her will must be held inoperative and her intentions disappointed. If that sum is included, all the legacies can be paid according to her intention; and a sum not entirely illusory will be left for her residuary legatees.

If, therefore, the question he regarded as depending wholly upon the intention of the testatrix, and that intention can be collected from the provisions of the will applied to the state of her property and her personal condition at the time it was made, I should conclude, with a good degree of confidence, that the power to dispose of the $50,000 was executed by that instrument.

Another consideration of the same tendency has considerable weight on my mind. This sum of $50,000, though not her property in a technical or strictly legal sense, differed but little from property which was absolutely hers. She had had the use and enjoyment of it by the receipt of the interest from the time of her father’s death—for nearly twenty years. It was given to her and her issue, so that if she had left children, it would, in a general sense, have been their inheritance. She had, moreover, the right to dispose of it to any one or more persons, according to her own absolute-will and pleasure, only observing the directions to make the disposition by will. It is not singular that in attempting to disjiose of it, she should regard it as of the same nature as her own property. The actual condition of it, in the hands and under the management of her brothers and their mercantile partner, was precisely the same as the condition of the funds which had accumulated from her savings. It would have been singular if, in making her will, without the assistance of legal counsel, she should have made any distinction between the two classes of property; and I am persuaded, that if we should hold this fund to be undisposed of by the will, we should do great violence to the intention of the testatrix.

*391 But it is insisted, on behalf of the defendants, that we cannot take into consideration the amount or condition of the testatrix’s property in determining whether she had the power of appointment in view when executing her will. This may be done, it is conceded, where the subject of the power is real estate, but never, it is contended, where it is personal. The distinction is, that every devise of real estate, even of a residue, is specific. A will of land is considered as a conveyance, taking effect, it is true, only at the testator’s death, but operating then only upon such estate as he had when the will was made.

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Bluebook (online)
33 N.Y. 383, Counsel Stack Legal Research, https://law.counselstack.com/opinion/white-v-hicks-ny-1865.