Majority
Headnote
1. Wills <§=>309—Probate—Questions Involved.[1] This is a proceeding for the probate of the will of the late Edward Hall, who died July 14, 1914, survived only by his widow and a brother. The widow presents for probate a will dated April 17, 1880, wherein 'she is named as the sole devisee and legatee, as well as executrix. The brother of the deceased appeared in the proceeding and examined the witnesses offered by the proponent, took certain exceptions to the evidence introduced, and at the close of the testimony made a motion to strike out part of the evidence received, and also asked for the appointment of an administrator on the ground that there was no will. The brother, however, specifically avoided filing any objections. With the record-in this state, I consider that there is no contest to the probate of the will, and the only question involved is as to the sufficiency of the proof to establish the will.
[2] The instrument offered for probate purports to be witnessed by William H. Sisson and Amelia Sisson, neither of whom is produced in this proceeding, and the absence of the attesting witnesses has been the cause of the introduction of common-law proof for the purpose of establishing the will. This proof has met with the objection of the deceased’s brother. Other evidence objected to consisted of two certificates of death, one of William H. Sisson and the other of Amelia Sisson, certified from.the state department of health. The reception in evidence of these certificates was objected to "on the ground that they were incompetent, not properly authenticated, immaterial, irrelevant, not properly connected with the deceased witnesses, and not proper proof of death.” A review of the evidence and the selection of the competent evidence seem necessary at this time in order to pass on the question presented. I think that the objections just mentioned were untenable. These certificates are made evidence by statute. Code Civ. Proc. § 933. The Public Health Law (Consol. Laws, c. 45) provides for the keeping of the records, and I see no objection to the form of the certificates. A case directly in point is Matter of Francis, 73 Misc. Rep. 148 , 132 N. Y. Supp. 695 , in which Judge Fowler admitted just such proof, apparently on the authority of Keefe v. Supreme Council, 37 App. Div. 276 , 55 N. Y. Supp. 827 .
My own idea, however, is that this evidence is competent and proper on another theory, one fairer to a contesting party and more in accord 'with the long-established rules of evidence. It will be observed that
I think, also, that there was plenty of evidence to identify the deceased mentioned in the certificates with the witnesses, among other things, like initials, corresponding age, same occupation, etc. This is true, particularly, in view of the fact that this is a collateral matter, and no proof is offered in dispute of the facts alleged.
[3] The next evidence strenuously objected to was the testimony of Smith M. Weed, an attorney at law, who was permitted to testify that about 1882 or 1883 the deceased and the proponent visited his office, showed him the will here offered for probate, and the deceased then said that this instrument was his will and inquired if it was correctly drawn; that the witness thereupon drew a similar will for the proponent in favor of the deceased. This raises a very nice point relative to the prohibition of attorneys from testifying to communications to or by clients. The evidence was admitted on the theory that the communication was not confidential, owing to the fact that two persons were present and that the present controversy is between the two clients, or rather between one client and the person representing the interest of the second client (if, in fact, they were both clients). Whiting v. Barney, 30 N. Y. 330 , 86 Am. Dec. 385 ; Doheny v. Lacy, 168 N. Y. 213 , 61 N. E. 255 , and cases therein cited.
I am still inclined to believe that the evidence was properly admitted. Under the doctrine sustained in the cases just cited it seems clear that, were this contest between the original clients over a disputed deed executed under the circumstances recited, there would seem to be no room for doubt as to the competency of the attorney’s testimony and I can see no distinction between such a controversy and the one under consideration, where the heir is a party only through his deceased brother. Were, this question in doubt, I am strongly of the opinion that the proponent would deserve the leniency of the law, in view of. the milder and more flexible rule governing the testimony of attorneys at the time the communication actually transpired, to wit, in 1882 or 1883; for, while I doubt that the proponent has any vested right to the benefit of the. rules of evidence existing at the time this instrument
[4] I have discussed the foregoing questions because they are presented by the evidence offered and received in evidence. However, to my mind it is unnecessary, in order to establish the validity of this will, to look to any of the evidence objected to, as it seems to me that by totally ignoring this evidence the proponent has established a prirña facie case for the probate of the will, and that is all that is necessary in an uncontested case.
The proof shows that the deceased was a civil engineer, actively engaged in his work at the time the will is dated, and that the witnesses were an accountant cashier and his wife, temporarily residing at the same place at the time in question. The deceased and his wife, the proponent, have no children. The will comes from the custody of the widow, who is also its sole beneficiary and executrix. There is nothing in the. appearance of the instrument to arouse suspicion; it bears the marks of age and exhibits an honest face; it bears a full and complete attestation clause. The signature of the testator was proven satisfactorily. The instrument having passed muster on the score of'(l) custody (the executrix and beneficiary was a-proper custodian); (2) appearance; and (3) age, to wit, more than 30 years—it would seem to me that under the rule applicable to ancient documents the witnesses are presumed to be dead, and very little evidence, if any, in addition to that already mentioned, is necessary to establish it as a will; but, having proven the handwriting of the witnesses, I can see no objection to the probate of the will, even though we should not consider any of the evidence objected to. Jackson v. Laroway, 3 Johns. Cas. 283 ; Clark v. Owens, 18 N. Y. 434 ; Fetherly v. Waggoner, 11 Wend. 603 ; Northrop v. Wright, 24 Wend. 221 ; Willson v. Betts, 4 Den. 201 ; Burhans v. Blanshan, 3 Johns. 292 , 3 Am. Dec. 485 ; Jackson v. Luquere, 5 Cow. 221 ; Wigm. Ev. § 1311, p. 2137.
[5] While a controversy exists between the. various authorities above cited on some features of ancient documents, they all are based firmly on the theory that a document 30 years old is presumed to be without living witnesses to its execution. This particular phase of the doctrine of ancient documents, so far as I know, has never been abridged by statute, or even criticised in decisions, and in my opinion it is now still the law, as it surely should be, since it is founded on the experience of centuries and the well-established average of the length of human life. The will is admitted to probate.
Probate decreed.
Cases cited
- In re Francis' Will 73 Misc. Rep. 148 p. 318
- Davis v. Supreme Lodge, Knights of Honor 165 N. Y. 159 p. 319
- Buffalo Loan, Trust & Safe Deposit Co. v. Knights Templar & Masonic Mutual Aid Ass'n 126 N. Y. 450 p. 319
- Whiting v. Barney 30 N. Y. 330 p. 319
- Doheny v. Lacy 168 N. Y. 213 p. 319
- Clark v. Owens 18 N. Y. 434 p. 320
- Jackson ex dem. Burhans v. Blanshan 3 Johns. 292 p. 320
- Jackson ex dem. Hunt v. Luquere 5 Cow. 221 p. 320