Majority
Headnote
1. Wills—Probate of Lost Will—Presumption.This appeal is taken from the decree of the surrogate refusing to admit to probate the will of Rachel L. Kennedy, which was propounded as a lost will. The statute gives to the surrogate’s court jurisdiction to admit a lost or destroyed will to probate only in a case where judgment establishing the will could be rendered in the supreme court. Code Civ. Proc. § 2621. The authority of the supreme court to enter judgment in such a case is found in section 1865 of the Code, which expressly prescribes that a plaintiff who propounds such a will is not entitled to judgment unless the will was in existence at the time of the testator’s death, or was fraudulently destroyed in his lifetime. The question simply is whether there was evidence from which it might be inferred that the will was in existence at the time of the death of Miss Kennedy. It appears that it was executed in March, 1895. It remained in Miss Kennedy’s possession from that time, and the paper itself was seen, in her possession in January, 1898. It was kept in an envelope upon which were indorsed the words, “Will of Rachel L. Kennedy.” As late as the 11th of June, 1898, the envelope containing the will, a codicil upon which was indorsed, “Codicil of Rachel L. Kennedy,” and a letter addressed to her executors, were seen in a cedar closet of Miss Kennedy’s room, in the place where she was accustomed to keep her papers, strapped with an elastic band to a small tin box on one of the shelves. That seems to have been the last time either of these papers was seen. The fact that the will has not since been discovered raises the presumption that it was destroyed by Miss
It is unnecessary here to consider the question whether the will might have been fraudulently destroyed in her lifetime, because there is nothing in the case from which any such fact can be inferred. So there remains simply the question whether the proponents produced sufficient evidence to warrant the surrogate in coming to the conclusion that the will was in existence at the time of the death of Miss Kennedy, at York Cliffs, on the 31st of July, 1898. Upon this question the evidence is exceedingly meager. It appears that, a day or so before Miss Kennedy left for York Cliffs, she took some papers .out of a tin box in the cedar closet, and put them into a bag in her trunk. . The bag itself was locked, as well as the trunk, and she kept the keys of both. The bag was afterwards returned to New York and given to Van Rensselaer Kennedy, but there is no evidence that the papers which were in the bag when it was taken to York Cliffs were the same which were in it when it was brought back. Perhaps there is no inference that the will was in the bag at all, but, whether it was or not, the inference is not in favor of the proponents. There is no direct evidence as to what became of this will after June 11, 1898. Nor is there any evidence which fairly raises the presumption that the will, being in existence at the time of the death of the testatrix, was destroyed by any one afterwards. It is quite true that Van Rensselaer Kennedy and his secretary, Duval, had opportunities to destroy the will, had either of them seen fit to do so, but that fact of itself is no evidence to establish a fraudulent destruction of the will. Collyer v. Collyer, 110 N. Y. 481 , 18 N. E. 110 . It would not be sufficient for that purpose even if Van Rensselaer Kennedy had been interested in its destruction, but it is difficult to see how he had any such interest. The legacies under the will, outside of the family, amounted to about $215,000. A legacy of $100,000 was also given to the daughter of Van Rensselaer Kennedy. The remainder of the estate was divided between him and his aunt, who were the only heirs at law and next of kin. If the will was proved these legacies must, of course, have been paid; but the daughter of Van Rensselaer Kennedy would receive $100,000, and he one-half of the estate after the payment of these legacies. If Miss Kennedy died intestate, Van Rensselaer Kennedy would obtain one-half of the estate, and all the legacies, including the one of $100,000 to his daughter, would be lost to the legatees. The difference in the amount which would fall to his family in the second case is not large, and it is hardly credible that a man of standing and position would be induced to commit a crime of this kind for so small an amount as he would gain by. the destruction of the will. Except for that unfounded suspicion, there is nothing to overthrow the presumption which the law creates from the fact the will was not found after the death of the testatrix. Upon all the evidence, the conclusion of the surrogate is perfectly satisfactory.
Dissent
Upon the whole case, therefore, the decree of the surrogate must be affirmed, with costs. All concur, except INGRAHAM, J., who dissents.
(dissenting).. On the 19th day of March, 1895, Rachel Lenox Kennedy, the decedent, executed a last will and testament, which had been carefully prepared by her legal adviser, and which disposed of all her property. On the 7th of November, 1897, she executed a codicil to this will, by which she made"a few additional legacies and reaffirmed the will. In a letter to her attorney, in answer to a letter inclosing the codicil, she said:
“Your letter, with paper inclosed, was received this evening, and I am much obliged to you tor sending it to me so promptly. It is exactly what I want, and I have nothing to suggest.”
Subsequent to sending this letter she executed the codicil, and the will and codicil were in existence in the early part of June, 1898. At this time the decedent was in bad health, and her medical adviser had come to the conclusion that she was suffering from a disease from which she could not recover, but no communication seems to have been made to her of that fact. On the 21st of June she left New York for a summer resort on the coast of Maine. It does not appear that she took the will with her to Maine, although, as she took some papers with her, it is not impossible that she did. She died on July 29, 1898, without returning to New York, and after her death no will was found.. It does not appear that there was any change in the circumstances of the decedent after the execution of this codicil, or that anything happened that would indicate a change of intention as to the testamentary disposition of her property. It did appear that she was extremely careless with her papers and securities; that at one time she lost this will, and was unable to find it for some time; that she left a codicil to her will in a cab,—and the will seems to have been kept in a desk or closet in her house. These facts, coupled with the interest that she took in charities, for which provision was made, certainly produce an impression that she did not intend to die intestate, and that her will and codicil had in some way been lost or mislaid. „ I quite agree, however, that this is not sufficient to overcome the presumption that arises' from the disappearance of the will, and that from this evidence the court would
“No will shall be revoked, or altered otherwise than by some other will in writing or some other writing of the testator declaring such revocation or alteration * * * or unless such will be burnt, torn or cancelled, obliterated or destroyed, with the intent and for the purpose" of revoking the same by the testator himself or by another person by his direction or consent.” 2 Rev. St. c. 6, tit. 1, art. 3, § 42.
The intent and purpose of the testator thus become a material subject of inquiry. It is conceded that these declarations would be competent when accompanying the act which destroyed or obliterated the instrument, as part of the res gestse, but there was no evidence of the time when or the circumstances under which this will was destroyed. There was a presumption that such will was at some time prior to the death of the decedent destroyed, with intent to revoke
“I am of opinion that these letters ought to be read. The authorities which have been referred to I assume to be still in force; that is to say, that you could not put into the witness box Lady Aylesford, or, if he were still living, Lord Aylesford, for the purpose of proving who the real father of the child was. But it by no means follows that you cannot prove acts and conduct of the one or the other tending, as part, of a series of res gestae, to throw light upon, and to lead to a just conclusion upon, a question on which they could not directly be permitted to give evidence.”
And Lord Blackburn said that the presumption was that the husband was the father of the child, but that presumption could be rebutted by the conduct of the parties, and that these letters come within the class of evidence of conduct which is evidence leading to the conclusion that the child was not legitimate.- The same exception was recognized and applied in Swift v. Insurance Co., 63 N. Y. 186 .
In the case now before us the question was whether or not this decedent had destroyed her will with intent to revoke it; and it seems to me that, within this rule, any act or declaration of the decedent which tended to prove a condition of mind or an intention inconsistent with the destruction of the will’ with intent to revoke it tended to negative the fact that it was destroyed with such an intent, and thus to rebut the presumption arising from the fact that the will was not found after her death, and for that purpose was competent evidence. Such declarations, when offered to prove the intent, of the person making them, are not, strictly speaking, hearsay, but evidence of the state of mind or mental condition of the person making them at the time they are made. It is well settled that the declarations of a person whose mental condition is in question are admissible, and thus declarations of persons whose testamentary capacity is questioned are admissible, not to prove the facts stated, but to prove the condition of mind at the time the act which is being considered was performed. It may be that such declarations would have little, if any, probative force to prove the existence of the paper at the time of the death of the decedent, but they were, I think, com
“The execution of the will being established, the next question is whether there was any evidence that it was canceled. On this point I lay no stress upon the declarations of the testator. They were made long after the execution of the will, and shortly before his death. They are not evidence, unless they relate to the res gestee or to an act done, as where by mistake the will is torn or thrown into the fire. The declarations of the testator are in such cases evidence, where they show the quo anima.”
But the case was decided .upon the other ground. The question upon the same will was again before the supreme court in the case of
“Declarations of the testator during his last sickness as to the existence of his will and the place where it would be found were incompetent evidence,, and were properly rejected by the judge. The point was decided in Dan v. Brown, supra, in relation to this very will.”
This observation was not made in relation to the point decided in the case, as a new trial was ordered upon the ground that evidence which had been rejected should have been admitted. Upon the new trial ( 9 Cow. 208 ) it appeared that certain declarations of the testator were excluded. In the course of the opinion the court said:
“On the last trial the counsel for the defendant cited the case in 6 Cow. 377 , to prove that the evidence offered for the purpose of showing a revocation ought to be submitted to the jury to pass on.. * * * The plaintiff offered to prove that the day before the testator was taken sick he called upon Lockwood and requested him to draw a codicil to his will. This evidence was objected to, but admitted. Lockwood testified that the testator applied to him to draw a codicil, but it was not done. The will was not produced. It is not material in the decision of this cause whether Lockwood’s testimony was competent or not; for it will be seen, in the view taken', that the will was sufficiently proved, independent of this evidence, and did not require its support.”
From this it must appear that it was not considered that the former decision had settled the question, as declarations of the deceased were admitted on the trial. Upon appeal to the court of errors (reported in 6 Wend. 173 ), the chancellor, in ordering a new trial, commented upon the exclusion of the declarations of the testator, and said:
“It is to be regretted that the question as to the admissibility of declarations of the testator to" repel or to confirm the presumption that the will had been destroyed by him is not in a situation to be examined and decided by this court before the new trial takes place. The supreme court, on a former occasion ( 6 Cow. 382 ), decided that the circuit judge had correctly rejected evidence of the declarations of the testator, in his last sickness, recognizing the then existence of the will, and directing as to the place where it might be found. As that question could not be raised or argued in this cause, I have not examined the subject sufficiently to have made up a definite opinion thereon; and probably I ought not now to express such opinion, even if I had no doubts- on the subject. I will therefore only say that, in the investigation of the other questions in this cause, I have necessarily been compelled.to look into this subject so far as to see there is sufficient doubt as- to the correctness of the decision of the supreme court on that point to authorize them to direct a re-argument of the question if it shall again come before them. The frequent insincerity of testamentary declarations, and the great danger that the real meaning of the testator may be mistaken or misrepresented when he is no longer able to explain what he meant, must, in general, render such declarations of but little value as evidence. But they are sometimes received to explain a latent ambiguity, or to ascertain the intention of the testator in case of doubts arising from an equivocal act; and the uniform practice of the English testamentary courts has been to receive such declarations to strengthen or repel the “presumption that a will once legally executed, but not found at the death of the testator, had been destroyed by him.”
It would thus seem quite clear that the question was not decided by the supreme court, and in the court of errors the question- was considered open for subsequent determination.
The next case to which .attention should be called is Knapp v.
“As the evidence on the part of the petitioner wholly failed to make out his case, he was not harmed by any of the evidence,offered and received on behalf of the contestants to which he makes objections," and such objections need not, therefore, be considered.”
I have now called attention to all the cases that appear to have discussed the question in this state, and think it clear that in no case was the question directly presented to the court, except in Re Marsh, and Hamersley v. Lockman, supra, and in no case has the question been finally determined by an adjudication binding upon us. In this state of the authorities, and considering the universal practice in the other states and in England, and believing as I do that this testimony is competent upon the question of the intent of the deceased, I do not concur with Mr. Justice RUMSEY.
Cases cited
- Collyer v. Collyer 110 N. Y. 481 p. 880, p. 888
- Jackson ex dem. Brown v. Betts 6 Cow. 377 p. 881, p. 886, p. 887
- Jackson ex dem. Coe v. Kniffen 2 Johns. 31 p. 881
- Betts v. Jackson ex dem. Brown 6 Wend. 173 p. 881, p. 883, p. 887
- Hamersley v. Lockman 2 Dem. Sur. 524 p. 882, p. 888
- Swift v. Massachusetts Mutual Life Insurance 63 N. Y. 186 p. 885
- Dan v. Brown 4 Cow. 483 p. 886
- Knapp v. Knapp 10 N. Y. 276 p. 888