Majority
Headnote
Domicile of Testator—Evidence.Section 2476 of the Code of Civil Procedure provides that the surrogate’s court of each county shall have exclusive jurisdiction to take the proofs of wills, when the decedent was, at the time of his death, a resident of that county. Augustus Zerega died in the city of New York on December 23, 1888. The petition for the probate of his will, filed by his- widow, recited that the testator was “late of the county of New York;” that he “was, at or immediately prior to his death, a resident of the county of New York.” The paper was verified in the usual form. In January, 1889, all of the heirs and next of kin waived the service of a citation, and the execution of the will was proved by the subscribing witnesses. On February 11th it was admitted to probate, and letters testamentary were issued to the widow, her eldest daughter, and two of her sons. On April 22, 1889, six sons and a grandson of the testator and a legatee named in the will united in a petition to the surrogate, praying that the decree of probate be revoked, alleging, upon information and belief, that the petition for probate was signed by the widow without reading it, or without a realization of the importance of its contents, and (in sub
The word “resident,” like many others in the language, has varying shades of meaning. In its application to this proceeding it will be considered in its legal sense. In the Century Dictionary it is defined to be “a place where a man’s habitation is fixed without any present intention of moving therefrom; a domicile.” And “domicile,” in the same work, is defined to be “a place where a person has his home, or principal home, or where he has .his family residence and personal place of business; that residence from which there is no present intention of moving, or to which there is such intention to return, it depending upon the concurrence of two elements: First, residence in the place; and, second, the intention of the person to make that place his home.” Judge Grier, in White v. Brown, 1 Wall. Jr. 217 , says: “It may be correctly said that no one word is more nearly synonymous with the word ‘domicile’ than the word ‘home.’ ” These definitions reflect the consensus of opinion as expressed by the courts. Though a man may have two residences, he can have but one domicile. Douglas v. Mayor, etc., 2 Duer, 110 ; Bell v. Pierce, 51 N. Y. 16 . Augustus Zerega, for many years, had two residences. For some time after he came to this country his domicile of choice was the city of Mew York. From 1854 to 1863 his sole residence was in Westchester, and for that period, certainly, Westchester was his domicile. In 1863 he purchased a house in East Thirty-Fifth street, where, for the last 25 years of his life, he maintained a residence in the city of New York. In Dupuy v. Wurtz, 53 N. Y. 561 , the court held that, to effect a change of domicile, there must be both residence in the alleged adopted domicile and intention to adopt such place of residence as the sole domicile; that residence alone had no effect, per se, though it might be most important as a ground from which to infer intention; that length of residence would not alone effect a change, and intention alone would not do it, but the two taken together con
To sustain their contention, the petitioners rely mainly upon the oral and the written declarations of the testator, the fact that he paid taxes on his personal property in Westchester county, and the assumption that he voted there. The oral statements extend over a period of 25 years, and, for the most part, are testified to by the petitioners. Their value as an aid in determining the question of domicile depends upon whether they have been accurately restated by the witnesses, and upon the credit to be given to their testimony. In this proceeding the hostility to Mr. Barnard of the petitioners who appeared as witnesses before the assistant was not disguised. The statements made in their affidavits, perhaps without due consideration, became extravagant and reckless under the cross-examination by Mr. Barnard, which was conducted in no amiable spirit, and it is apparent that at times bias and personal feeling caused them to exaggerate, if not to distort, the language of the testator. Hor can I trust the accuracy of their memories, covering a period of many years, in some instances, after the words were uttered. Still I have no doubt that the testator did, in words or in substance, after he had acquired a residence in Hew York, say that he “lived in Westchester;” that he had his “home” or his “residence” there; that he had “lived there 35 years;” and that he used other similar expressions. The circumstances under and the spirit in which he made the statements are not disclosed; and if he ever spoke of being a “citizen” of Westchester, as stated by one witness, it is not shown whether it was before or after he bought the house in Hew York. Words are not used by laymen with the precision which lawmakers and courts aim to employ. Even in legal enactments, in which the words “resident” and “residence” are used, the courts have often been invoked to interpret their meaning as applied to particular cases. The word “domicile” (which was used in the earlier decisions in this state) has not been traced in this case to the testator’s lips. If he had used it, it is doubtful whether he, a man of business, would have understood the refined distinction between it and words of similar, though not exactly the same, import. Westchester county had been his domicile, certainly, until 1863. From that time until his death it continued to be his residence for five months in the year. The words attributed to him are not inconsistent with the formation of a purpose, at some period during the 25 years preceding his death, to make Hew York his domicile. Akin to these statements of the testator are declarations attributed to him that he had purchased the house in Thirty-Fifth street for his daughter (who was about to marry Mr. Barnard) to live in; that, as he had bought the house, he might as well have the benefit of it; that he visited his daughter in winter; that he thought it would be better to help her pay the expenses of the table, etc. The language attributed to the testator in this regard cannot be accepted as evidence of facts, and any presumption claimed to arise from it may be rebutted by trustworthy proofs that it is untrue. The circumstances under which the language was used are not shown,—whether in a.petulant mood, in a spirit of fault finding, or whether it was deliberately uttered.
With written declarations the liability to a distortion of language is lessened, and if the paper is all in the handwriting of the party it is not open to
The written declarations relied upon by the petitioners are: First. The will of 1872, (executed nine years after the testator had acquired a residence in Hew York,) in which he declared himself as of the town and county of Westchester. The paper was drafted by Mr. Barnard, who claims that from early in December, 1863, the testator had been domiciled in the house in East Thirty-Fifth street. Mr. Barnard’s explanation for inserting a recital which he claims was untrue, is, “if he gave the matter any thought,” that it was “to please the vanity of other members of the family, who thought themselves dignified by their father owning a country residence, ” though he states he had no conference with them about the will. The explanation is a suggested possibility, and is unworthy of consideration. The paper was copied by the testator, and executed, and I see nothing to discredit the recital of' his place of residence in 1872, as equivalent to a domicile. Second. A paper written by testator in 1886, and delivered to Mr. Pelham Clinton, in which he set forth the wholesomeness of his Westchester place, as evidenced by the fact that he, at 83, and his wife at 77, had lived there since 1854, with a large family of children and grandchildren, with but one death. But the avowed purpose of writing the article was for Mr. Clinton to procure its publication in the- newspapers as a means of reaching a purchaser for the place. The statement was, to say the least, disingenuous, for it is shown that for 25 of
In this connection I may refer to written declarations of the testator which tend to show the recognition by him of a domicile in New York. In September, 1876, he, as executor, propounded the will of his late partner, Mr. Bernier, for probate, and in the petition, duly verified, he described himself as of the city of New York, and in qualifying as executor in December following he said: “I am a resident of No. 26 East Thirty-Fifth street, in the city of New York.” . I see no reason for the statement in the brief and argument of the petitioners’ counsel that Mr. Barnard, who was the attorney in that proceeding, had “entrapped” the testator into making these declarations, for the words filled in the blank form of deposition do not seem to be in Mr. Barnard’s handwriting. They were probably inserted by a clerk of this court at the probate desk, and, as is the rule, were read by the affiant, or they were read to him before his signature was affixed. It is most improbable that a painstaking, careful, and conservative business man, as this testator is shown to have been, would swear to a paper without knowing its contents, though, as I have previously stated, it may be doubted whether he considered the legal significance of the word “resident.” Then, on December 12, 1887, he wrote from 26 East Thirty-Fifth street a recommendation for Patrick Smith, who had been in his employment for six years, stating that if he was ever in want of a gardener on his “country place” he would take him as such. To the same effect are certain oral declarations. To Mr. McRae, who was negotiating a sale of the property, he spoke of the Westchester house as his “country seat” or “country place.” To Mr. Barnard he used similar language. Even George T. Zerega, the most active petitioner in this proceeding, testifies that his father bought the New York house, and “intended to live in it.” The petitioners claim as evidence of the continuance of the testator’s domicile in Westchester the fact that he was assessed for and paid taxes on his personal property there. It was admitted on the trial that he did pay such taxes from 1856 to the time of his death “upon the personal property which was actually located at his country place in Westchester.” With personalty
In their affidavits the petitioners swore that they knew “of their own knowledge” that the decedent voted in the county of Westchester. The general term seems to have laid much stress on this as a fact abundantly proven. But when the affiants were produced for cross-examination in this proceeding, their positive statements were found to be based on the merest hearsay. John A. Zerega testified that the testator told him “twenty times,—yes, a hundred times,—that he had voted.” Another son, Alfred, stated that the testator drove with him to the polls. He thinks they started from his father’s house, (probably the Westchester house,) the testator stating that he was going to vote for his old friend Watson for supervisor, and that at the polls he saw his father talking with others. He stated the time as the second election of President Lincoln. This would have been in 1864, and Alfred says that he himself then voted for Mr. Lincoln. The worthlessness of his testimony in respect of time is shown by the fact that the town meetings at which supervisors were elected were, by law, directed to be held between the 1st of February and the 1st of May in each year, (Laws 1839, c. 889, § 2,) and this was the law in 1864. Alfred says that while in the carriage the testator said that he had never voted but once, and would not vote except for Mr. Watson. There is no evidence in the case to show when Mr. Watson was a candidate for a town office. If in the spring of 1863, or antecedent thereto, it was before the removal of the family to the Thirty-Fifth street house, when he was still living in his country place, and hence reflects no light on the question of a change of domicile in December, 1863, or thereafter. If in 1864, it was when he was actually living in the Thirty-Fifth street.house, whether in the spring or fall; and his daughter, Mrs. Barnard, testifies that he never left the city to vote in Westchester. There is no evidence suggesting that he voted for a town officer after 1864. But the decisive fact is the certificate of the town clerk of Westchester, which shows that the poll lists from 1863 to 1882 (except those of 1872 and 1877, which were not found among the papers in his office) do not contain the name of the testator. Hence, when he did vote in Westchester, if ever, it was prior to the election of Hovember, 1863. Hor does the fact that the testator’s name appears on the registry lists of 1863, 1864, 1865, 1867, 1868, and 1869 (1866 not being reported by the town clerk) raise any presumption of a purpose to vote after 1863, especially in view of his indifference to the exercise of the right of suffrage apparent from the proofs. By the act of 1865 (chapter 740,) the registry lists were made tip from the poll lists of the previous elections, to which no name could be added except upon the application of a person appearing before the board. It strains one’s credulity to believe that, year after year, a man would apply to be registered in Westchester when he had no intention
Another fact which the petitioners claim is evidence that the testator’s stays in New York were annual visits, and that his domicile continued in Westchester, is that, whereas, in their country residence, he and his wife occupied opposite ends of the table at meals, in New York Mr. and Mrs. Barnard held those positions and» the parents sat at their daughter’s side. But, as they had reared a large family, and were advancing in years, it was natural that each should wish to be relieved from unnecessary cares, and, with a' daughter and son-in-law a part of their family, to let them act in their stead.
The effort of the petitioners to place the testator and his family in the attitude of boarders with Mr. and Mrs. Barnard has utterly failed. The allegations in their ex parte affidavits that he “was in the habit of boarding in New York for a part of the year;” that “ he paid a certain sum monthly for his expenses;” and (as testified by one petitioner) that he boarded with Mrs. Barnard, (which Mr. and Mrs. Barnard deny,) and paid an extravagant price therefor,—and other similar declarations, have been disproved by the evidence. The testimony of Mrs. Barnard is that when the testator and his family moved into the Thirty-Fifth street house, he directed her to take charge, enjoined her to be economical in its conduct, to bring him the bills for household expenses, which she did, and he gave her the money to pay them. This continued for two or three years, until he began to give checks to the order of Mr. Barnard, Mrs. Barnard not wishing to open a bank account. The checks were passed to Mr. Barnard’s credit in the bank in which he kept an account, and, from time to time, he drew his own checks to meet the current expenses of the household, including the wages of the servants, (except the' nurse employed by Mrs. Barnard,) and many other disbursements for members of the testator’s family. The testator’s checks, as appears from the testimony, were given by him to his wife, who passed them over to Mrs. Barnard. The account books kept of the expenses of the household were each month audited by the testator, and to each footing he added a memorandum in his own handwriting, “Entered.” This fact admits of no reasonable conclusion other than that he controlled the house, paid its expenses, and that to Mr. and Mrs. Barnard were given the cares of the housekeeping, from which he and his wife wished to be relieved; and that, for their services, the daughter and son-in-law received their sustenance as members of his family. The only foundation for the claim that the testator and his family “boarded” with Mr. and Mrs. Barnard is the language attributed to him by the petitioners. With their animus towards Mr. Barnard, the force of his words, in all probability, was exaggerated. But, admitting that they substantially reproduced his declarations, they cannot weigh against the evidence that the testator was the head'of the household; that his will controlled its management; that at any moment he could have displaced Mr. and Mrs. Barnard, and he and his wife resumed the cares which they had delegated to them.
The testimony of one of the petitioners that, until the will was read, he had always supposed the Thirty-Fifth street house was Mrs. Barnard’s; that it was always spoken of as her house, and when he visited it, he believed it was by her invitation, and that he was her guest,—is not worthy of consideration. Repute and belief cannot establish a domicile, much less pass title to real estate. As reflecting on the credence to be given to the petitioners’ statements is the allegation in their ex parte affidavits, that during the testator’s stays in New York his residence in Westchester “was in charge of six
A brief statement of the testator’s career as bearing on the probabilities of his having resumed his domicile in New York may be stated. He was a foreigner by birth, and no evidence of his naturalization has been found, after careful search, in the records of the courts of this city. According to his own statement, he did vote for a candidate for mayor of New York nearly a half century ago, when he was living at an hotel. He áftervvards purchased a house on Fifth avenue, where he lived with his family until 1854, when he sold it, and purchased the property in Westchester, to which they removed. He then retired from active life, the business being carried on by his partners,—Mr. Bernier and his eldest son. For several years he did not leave his country residence. With sons grown up, and the cares of a large country place, he found life less congenial than when he resided in the city, and, as early as 1860, he expressed a desire to sell the property. Each fortnight he visited the city, and remained at an hotel for two or three days. In 1863 his eldest daughter had become engaged to Mr. Barnard, then a young attorney, whose sphere of professional work was to be in New York. This afforded him an opportunity to return to the city. In May of that year he negotiated the purchase of the house and furniture on East Thirty-Fifth street. He brought his wife and two daughters to the city, took them through the house, and, as it pleased them, he concluded to buy it. He allotted the various apartments to the different members of the household, except the rooms which he intended for Mrs. Barnard and her husband. The negotiation and the allotment of the rooms were without the knowledge of Mr. Barnard, who, when the matter was broached to him, objected, but he at length acquiesced in the arrangement. A contract, "of purchase was signed, and on June 2, 1863, title was passed, and the testator took possession of the property, and left it in charge of a servant of its former owner. The marriage of his daughter took place July 30th. After several weeks passed on their wedding tour, Mr. and Mrs. Barnard went to the testator’s house in Westchester, where they remained for a time. In October they came to the New York house. During the months of October and November the testator and' his partner, Mr. Bernier, occasionally slept in it. Hé purchased additional furniture especially for his own apartments. In December he came to the house, bringing his wife, two married daughters, a son, a grandson, his wife’s mother, and a retinue of servants from Westchester. He brought also his bed and table linen and plate. He caused to be built an additional room for a manservant. He exercised all the rights of the head of the house of which, with the most of the contents, he was the owner. He gave orders that certain parties objectionable to him be not invited to visit the house. When Mrs. Barnard was ill or absent, her sister occupied her place. This occupancy of the house by the testator and his family continued the first year from. December, 1863, until May, 1864, and afterwards from November 1st to June 1st, when he and his family and servants left for Westchester. This 1 practice continued each year until late in December, 1888, when they returned to Thirty-Fifth street. On the 23d of that month testator died. From there he was buried. A death notice, stating that as his residence, was published in the newspapers, with the knowledge of his eldest son, one of the petitioners who seek the revocation of the probate of his will in this county. From the Thirty-Fifth street house the testator’s second daughter was married. In it he and his wife celebrated their golden wedding. There his wife’s mother died, and from that house her funeral took place. For a time after