146 Misc. 176 | N.Y. Sur. Ct. | 1932
John Whalen died December 31, 1926, at his home, 456 West One Hundred and Fifty-fifth street, New York. His last will and testament gives two general legacies of $100,000 each, followed by a gift of one-half of his residuary estate. No disposition is made of the remaining one-half of the residuary estate and thus the testator died intestate as to this one-half. The testator was a bachelor and the last survivor of four children. His father and mother predeceased him and his sisters and brother died unmarried and without issue. The testator’s nearest relatives are first cousins
A proceeding to probate the decedent’s will was instituted by the executors named therein shortly after his death. The known heirs at law and next of kin were named in the petition and served with a citation. In February, 1927, this court made a decree admitting the will to probate and directing the issuance of letters testamentary to the executors. In June, 1927, persons claiming to be heirs at law and next of kin began to come forward and attempt to establish their relationship. The executors thereupon instituted a proceeding to confirm the probate of the will, citing all the heirs at law and next of kin of the testator known and unknown. Upon the return of the citation certain claimants filed objections to the confirmation of the probate of the will. Thereafter the executors procured an order requiring the claimants to show cause why their status as heirs at law and next of kin should not be determined before any hearing was had on the objections to the confirmation of the probate of the will. The hearings upon the status of the claimants as heirs at law and next of kin were then begun. On the application of the attorney for a group of claimants an open commission was issued to Thomas F. O’Brien, Esq., to take testimony and documentary proof in the Irish Free State on all matters
The Patrick Whalen through whom Mary Whalen Holton claims is a separate and distinct personality from the Patrick through whom John J. Whalen and others claim. Still another Patrick is produced by the executrix and thus three separate and distinct Patrick Whalens are before the court and the identity of one of
In this case, as in all cases involving pedigree and the distribution of intestate property, it is first necessary to establish the identity of the common ancestor and from that point to construct the true family tree, to which all claimants must attach themselves to be successful. As all the claimants attempt to establish relationship to the decedent through the paternal side of the family, the inquiry here was limited to that branch of the family. It is interesting to note, and of importance to an understanding of this proceeding, that “ Whalen,” “ Phelan ” and “ Whelan ” are all variable spellings of the same name and are used interchangeably. From the voluminous record compiled in this lengthy proceeding and from the host of exhibits introduced, bit by bit, the ancestry of John Whalen is put together. None of the claimants here seriously disputes the relationship of those listed by the executrix in the account as admitted relatives, and none of the claimants asserts a closer degree of relationship to those admitted relatives. It would, therefore, seem best to first consider the family tree constructed by the executrix, which has been conclusively established by competent evidence to be correct, in so far as it establishes the identity of the admitted relatives. Thus, the proofs submitted by the various claimants in attempting to attach themselves to this family tree, which they allege is incomplete, may be better understood. It has now been conclusively established that the common ancestor was Patrick Whalen, who married Johanna Kelly and who lived near Ballyporeen in the townland of Moher, County Tipperary, Ireland. It was at first supposed that the common ancestor’s first name was John. Anna McDonald, an admitted first cousin of the decedent, made an affidavit which was attached to the petition for the confirmation of the probate of the will, stating that her grandfather’s name was John Whalen. This mistake, apparently an honest one, was later corrected and satisfactorily explained by Miss McDonald who testified to declarations of her mother that the common ancestor’s name was Patrick. All the early claimants constructed family trees listing John Whalen as the common ancestor. All but one group now agree that Patrick Whalen is the correct name of the common ancestor. Miss Pyne, an admitted relative, testified to numerous declarations by members of the family that Patrick was the common ancestor. All the testimony taken in Ireland substantiates this, as do the exhibits submitted. A transcript of the records of the Roman Catholic church at Mitchellstown, County Cork, Ireland, was introduced in evidence setting forth the marriage of Patrick Whalen to Johanna Kelly, February 20, 1803. The baptismal
A transcript of the records of the Emigrant Industrial Savings Bank shows that Denis Whalen and his wife opened a joint account there is 1857 and that the parents of Denis were Patrick Whalen and Johanna Kelly. Because of the fact that the name, Patrick Whalen, is not uncommon in Ireland, the establishment of the residence of the common ancestor was of equal importance to the identification of the name. For a better understanding of the proof submitted to establish the common ancestor’s residence in Ballyporeen, townland of Moher, County Tipperary, a rough outline of the geography of that section of the country is of assistance. Ballyporeen is situated in the southwest comer of the County Tipperary near the adjoining counties of Limerick, Cork and Waterford. The nearest large town to Ballyporeen is Mitchellstown, in County Cork, which lies to the west. The nearest town is Clogheen, a short distance east of Ballyporeen. To the north is Tipperary town and to the northeast are the large towns of Caher and Clonmel. Originally the parish in which the Whalens lived was known as Templetenny. This parish church was destroyed early in the nineteenth century and the parish was united with the parish of Shanrahan with a church at Clogheen. Later a church was built at Ballyporeen.
From this sketchy outline of the geography and parochial history of Ballyporeen and its environs, the evidence submitted, both oral and documentary, is better understood and becomes conclusive in linking the common ancestor and his descendants with the locality in and around Ballyporeen. First, there is the marriage certificate of Patrick Whalen and Johanna Kelly in Mitchellstown on February 20, 1803, and then the baptismal certificates of three children of this marriage, Patrick, Margaret and Mary. Patrick’s baptismal certificate shows that he was baptized in St. Mary’s Church, Clogheen, in 1810. Margaret was baptized in the same church in 1816 and Mary’s certificate shows she was baptized in the Church of the Assumption, Ballyporeen, in 1819; Thus, these records coincide with the history of the various parishes outlined above. There were introduced in evidence at the hearings before the commissioner in Ireland all available records of the old Kingston estate which included the territory in and around Ballyporeen and the townland of Moher. These rent rolls and maps considered in connection with declarations of those of admitted blood relationship show that Patrick Whalen, the common ancestor, was a tenant of a small plot in the townland of Moher, at least from 1882 to 1851. There can be no doubt as to the admissibility of these records as ancient documents.
This location of the common ancestor on a small plot of land in the townland of Moher is another important point. To succeed now all claimants must trace their ancestry to a Patrick Whalen of Ballyporeen and to a Patrick Whalen who married a Johanna Kelly and occupied this particular plot of ground in the townland of Moher. After thus establishing the identity and residence of the common ancestor with great particularity, the proof then goes forward to trace his descendants down to the present day. The declarations of the admitted members of the fainily were to the effect that Patrick, the common ancestor, never came to this country but died in Ireland. This contention is substantiated by an official record known as the “ General Valuation of Rateable Property in Ireland, County of Tipperary, Barony of Iffa and Offa West.” This record, dated August 5, 1852, shows Johanna Whalen as the tenant of the plot in the townland of Moher on which Patrick Whalen had been located. From this an inference is drawn that Patrick Whalen was dead at the time the record was made. This inference is further supported by the rent roll of the Kingston estate for the year 1858. This record shows “ Widow O’Brien ” as the tenant of the plot formerly occupied by Patrick Whalen. There is a marginal notation on this rent roll opposite the former holding of Patrick Whalen which has been deciphered as “ Gone to America, And dead.” From the testimony of the land agent of the Kingston estate this notation may be safely construed as meaning that Patrick Whalen was dead and his widow had gone to America. These records confirm the declarations of the members of the family that Patrick Whalen died in Ireland and never came to this country.
Of this marriage of Patrick Whalen and Johanna Kelly there were born six children, according to the family tree as constructed by the executrix. The baptismal certificates of Patrick, Margaret and Mary, children of this marriage, have already been referred to. It has been conclusively established by the declarations of those of the admitted blood that there were three other children of this marriage; namely, Denis, Maurice and John. The record is replete with proof that these three were children of this marriage and as the fact is not seriously disputed that these six, namely, Patrick, John, Denis, Maurice, Mary and Margaret, were children of the marriage, it seems unnecessary to set forth at length the mass of conclusive evidence on this point. It is more advantageous to refer to various portions of this evidence in considering the proof submitted by the various claimants in their effort to connect themselves with
After establishing the identity of the common ancestor and the six children of his marriage with Johanna Kelly, the next step in the construction of the family tree was the tracing of the family to this country. Considering each child as the head of a separate branch of the family, by following each line down to the present time the heirs at law and next of kin of the testator will be determined.
Denis Whalen, son of Patrick and Johanna and father of the decedent, is alleged to have come to this country in 1845, arriving in the port of Boston. There appears to be no record of his entry into the country but this might be explained by the fact that a fire in the State House in Boston destroyed a number of old records. A transcript of the records of the Emigrant Industrial Savings Bank shows that Denis Whalen and his wife Ellen opened a joint account there in 1857. This record shows that Denis Whalen was from Clogheen in the County Tipperary and arrived in this country in 1845 on the ship Alban Galway sailing from Cork to Boston. His father is stated to be Patrick Whalen and his mother Johanna Kelly. This record also discloses that Denis was married and that his wife’s name was Ellen from Benduff, County Cork, who came to this country about 1837 on the ship Chile from Liverpool. The declarations of the sisters of Denis as testified to by their living descendants were to the effect that Denis married Ellen O’Brien in Savannah, Ga., in 1850. According to the declarations the time of the marriage is fixed by the fact that shortly after his marriage Denis and his wife went to hear Jennie Lind sing at Castle Garden and this was in 1850. A piece of paper in the handwriting of a brother of the testator (the late Patrick H. Whalen, a member of the bar), which was written many years ago, was introduced in evidence which reads as follows: “ Sept. 1850, Jennie Lind at Castle Garden. Ma was two months married.”
According to the pedigree declarations and what amounts to a family legend Ellen O’Brien went to Savannah as a nursemaid, and it was there that Denis Whalen met and married her. Additional proof that Ellen O’Brien was in Savannah is found in a letter written by her son Patrick Whalen, a brother of the testator, in which he speaks of his mother telling him of the departure of the “ Jasper Greens ” from Savannah for the Mexican War in 1845, when she was a young girl. This connection of both parents of the testator with Savannah is of great importance and will be referred .to later in considering the proofs submitted to establish the identity of a Patrick Whalen as a son of the common ancestor. Denis and his wife lived in New York in 1850 in the Cherry Hill section. He
The history of Margaret Whalen, daughter of the common ancestor, is important in its relation to the proof submitted by the various claimants and in the fact that many of her declarations were used to construct the family tree. All her descendants are admitted relatives. She was baptized in Ballyporeen in 1816 according to the certificate of baptism which was introduced in evidence. According to her own declarations as testified to by her descendants she married Thomas Clancy in 1836 and six children were born of this marriage. Three of these children died in infancy. In 1854 Margaret and her three children and her mother, Johanna Kelly Whalen, left Ireland on the ship Washington. The story of this eventful and harrowing voyage is vividly told in the pedigree declarations of those of the admitted blood. The Washington was shipwrecked and the Whalens were rescued and brought to this country on the ship Westchester. On this ship they were placed in with the cattle and as a result of the shipwreck and exposure, Johanna Kelly Whalen and a child of Margaret Whalen Clancy died and were buried at sea. One pathetic incident of the voyage is described with great particularity. When the little child, Mary Clancy, fell sick, her mother gave a sailor a sovereign to get some fresh water. The man took the sovereign but never returned with the water. The-story of this voyage was well known among all the admitted relatives and it is significant that none of the claimants appeared to have any knowledge of this eventful voyage. This graphic and vivid story of the voyage is certainly something that once heard is impressed on the mind and would be handed down in a family from generation to generation. Upon her arrival in this country Margaret lived near her brother Denis, and sister Mary
The history of Mary Whalen McDonald, like that of her sister, Mrs. Clancy, is important in that at various points it bears on the proof of various claimants in support of their claim and also in that two of her children are still living and are the only surviving admitted first cousins of the decedent. According to the baptismal certificate introduced in evidence, Mary Whalen was baptised in Ballyporeen, June 12,1819. A marriage certificate showing her marriage to Bartholomew McDonnell on January 26, 1845, was also introduced in evidence. (McDonnell appears to be one of the varieties of spelling of the name McDonald or O’Donnell in this family.) Two children of this marriage were born in Ireland, John in 1845 and Patrick in 1847. This child, John B. McDonald, later gained great prominence as the pioneer builder of the subway system in this city. In 1849 the McDonalds came to this country on the ship Canton. After settling here, six more children of this marriage were born, Margaret and Anna, who are still living, Maurice, Bartholomew, William and Bartholomew. The first child named Bartholomew died and a child born later was given the same name. The McDonald family lived near the other Whalens on One Hundred and Seventy-fifth street. Mary Whalen’s husband, Bartholomew, Sr., died in 1888 and Mary died in 1893.' The descendants of Mary Whalen McDonald who survived the decedent are Margaret McDonald Cunningham and Anna McDonald, daughters of Mary Whalen and first cousins of the decedent, Georgie McDonald Reed, a daughter of John B. McDonald, son of Mary, and the following children of Mary’s son William; Walter R. McDonald, Grace McDonald, Agnes McDonald Frances and Mary McDonald Rundle. It is the contention of the executrix that those above named and Mary, Margaret and Thomas Pyne, grandchildren of Margaret Whalen Clancy, are the only heirs at law and next of kin on the paternal side who survived the testator. The executrix asserts that the remaining three children of the common ancestor, Patrick, John and Maurice, died leaving no issue.
Little or nothing is known of the history of Maurice Whalen,
Three distinct Patrick Whalens, each alleged to be the son of the common ancestor and a brother of Denis, testator’s father, have been brought forward in this proceeding. The executrix produces one Patrick and two groups of claimants each produce a Patrick through whom they claim. The existence and identity of a Patrick, an uncle of testator, is established first by his baptismal certificate which was introduced in evidence. This certificate shows that Patrick Whalen, son of Patrick Whalen and Johanna Kelly, was baptized August 5, 1810. The existence of a Patrick is also established by the declarations of the admitted members of the Whalen family. Of the Patrick brought forward by the executrix, little is known from his birth until from the evidence he is located in Savannah, Ga., about 1840. The first inkling as to the whereabouts of this Patrick came from the testimony of Mrs. Cunningham, a first cousin of the decedent. There had been testimony adduced to the effect that Maurice Whalen had gone to Savannah and that Denis, testator’s father, had gone there to look for him. Whether Maurice actually went to Savannah or not has not been proven, but certainly Mrs. Cunningham’s testimony goes a long way towards establishing the identity of the true Patrick as the one who died in Savannah. She testified that her mother (Mary Whalen McDonald) told her that Patrick had gone to Savannah and had married there. According to her mother’s story Patrick died about a year after his marriage and his wife wrote a letter to one of the Whalens in New York telling them of his death. Upon being pressed for the maiden name of Patrick’s wife, Mrs. Cunningham stated that it was either Burchell or Churchill. The documentary evidence introduced on behalf of the executrix completely supports the testimony of Mrs. Cunningham. First there is the certificate of marriage show
“ I. H. S.
TO
The memory of Patrick Phelan A native of Ballyporeen County of Tipperary Ireland
who died October 10, 1842 aged 24 years Erected by his beloved and affectionate widow Ellen Phelan ”
Incidentally it should be recorded that she married again. The superintendent of the park and tree commission of Savannah identified the photograph and testified that he had charge of the Colonial Cemetery for thirty-two years and that the tombstone had been in the cemetery to his own knowledge for twenty years. There was also introduced in evidence a certificate of the clerk of the council of the city of Savannah, who has control of the record of all burials in the Colonial Cemetery and this record shows that Patrick Phelan was buried there October 11, 1842. A certified copy of the petition of Ellen Phelan for letters of administration on the estate of Patrick Phelan who died October 10, 1842, was also introduced in evidence. This documentary evidence conclusively proves that Patrick Phelan, a native of Ballyporeen, husband of Ellen Phelan, died in Savannah, Ga., October 10, 1842. Taken in connection with the testimony of Mrs. Cunningham that her uncle Patrick went to Savannah, married and died there, the identification of this Patrick as the son of the common ancestor and the brother of the testator’s father is almost complete. Upon this point the testimony that Denis Whalen went to Savannah in search of his brother is also important. Denis met and married his wife in Savannah. There seems to be a definite link between Savannah and the Whalen family. With the production of this Patrick the family tree of the executrix is complete. Thus, according to the executrix, the common ancestor was Patrick Whalen who married Johanna Kelly. Of this marriage six children were born, Denis
In determining the status of the various claimants those claiming relationship through Patrick Whalen, son of the common ancestor, will be considered first.
Mary Whalen Holton is the daughter óf a Patrick Whalen who she alleges was the uncle of the decedent and the son of the common ancestor. She thus claims to be a first cousin of the testator, John Whalen. To prove her relationship this claimant relies on the declarations of her father made to her and to her friend, Margaret Keane, and upon the entries in a prayer book owned by her father. The substance of these declarations as testified to by the claimant and Margaret Keane is that her father, Patrick Whalen, was born in Ballyporeen; that his father’s name was John, who married Johanna Scully or Kelly; that her father had brothers, Denis, John, James and Michael and sisters, Margaret and Mary.’ Of the history of her father’s brothers and sisters, the claimant knew little or nothing. Her father’s declarations to her were to the effect that Denis had died in America, John had stayed in Ireland, Mary had married a Bartholomew McDonnell and that the rest were scattered about. She testified that to her knowledge her father never wrote or received a letter from any of his relatives, and that she had never heard of Moher. This claimant was born in Borris-in-Ossory in 1846, the daughter of Patrick Whelan and Anne Carroll of Kathdowney who are alleged to have been married in 1843. According to the proof submitted, Patrick Whelan was evicted from his home in Borrisin-Ossory in 1850 and emigrated in 1851. The claimant testified that she came to America in 1851, landed in Boston, and went to stay with her mother’s relatives in Temple street, Worcester, Mass. Her father also came to Worcester but returned to Ireland where he died in 1875. Her mother remained in Worcester where she died. The claimant remained in Worcester for six or seven years . and then returned to Ireland and stayed with her father in Dublin. She later returned to Worcester alone, returning again to Ireland and was present at her father’s death.
This meagre family tree constructed by the claimant relies mainly for its support on the entries of her father in his prayer book. This prayer book was published by John Murphy & Co. of Baltimore in
The declarations of the claimant’s father and bis entries in the prayer book is the only evidence in support of this claim which is of the slightest probative value. All this evidence, which is of course hearsay, in the form of pedigree declarations was admitted over the objection of all the interested parties, subject to its being connected up later on. In seeking a guide for the rule on the admissibility of hearsay in the form of pedigree declarations, we need look no further than the leading case of Aalholm v. People (211 N. Y. 406). In that case Judge Werner has collected and analyzed the authorities and restated and clarified the rule. This rule is that the admissibility of pedigree declarations although hearsay is subject to three conditions: 1. The declarant must be dead. 2. The declarations must have been made ante litem motam, that is, before any controversy arose and there was no motive to distort the truth. 3. The declarant must be related by blood or affinity to the family concerning which he speaks, and moreover his relationship by blood or affinity to this family must be established by evidence of other than his own declarations.
These rules seem to me to apply to all pedigree declarations regardless of the form in which they are presented, whether as ancient documents, entries in a family bible, inscriptions on tombstones, etc. The form of the pedigree declaration may affect its weight but should not affect its admissibility. None of the authorities cited by the claimant refute this statement. The case of Fulkerson v. Holmes (117 U. S. 389) does not support the proposition that a pedigree declaration contained in an ancient document is admissible per se. In that case the pedigree declaration was contained in a deed over sixty years old. The court in admitting the deed in evidence stated that it was an ancient document and, therefore, no proof of its due execution was necessary, but the court then went on to point out the evidence, other than the declaration in
Every scrap of this claimant’s proof which is of any probative value is in the form of pedigree declarations made by her father either to herself and her friend, Margaret Keane, or contained in the prayer book. To render this evidence admissible there must be some evidence, outside of the declarations themselves, that the declarant was a member of the family whose pedigree is in issue here. (Aalholm v. People, supra.) The only possible link between the declarant and the ancestors of the decedent, John Whalen, is similarity of name and religion. While the cases cited (Fulkerson v. Holmes, 117 U. S. 389; Young v. Shulenberg, 165 N. Y. 385; Eisenlord v. Clum, 126 id. 552, 562; Layton v. Kraft, 111 App. Div. 842) state but slight evidence, connecting the declarant with the family of whom he speaks, is sufficient, Aalholm v. People (211 N. Y. 406, 419) expressly holds that identity of names, religion and nativity are too common to be alone sufficient. The soundness of this rule is apparent here. The fact that an Irishman’s name is Whalen and that he is a Catholic does not seem to be any evidence that he is related to any one of the hundreds of other Whalens who are all Catholics. The identity of names, nativity and religion means less in Ireland than in any other country. People of the same name are usually found in or around the same section of the country and practically all are Catholics. In a certain sense these people are related as being members of what is termed the same “ clan.” But the mere identity of name, nativity and religion is no proof by itself of relationship as we consider it here. For example, there were at least ten different Whalen families discovered in and around Ballyporeen.
There being no evidence dehors the oral and written pedigree
Passing from the admissibility to the weight of the evidence, it is apparent that even if admissible the evidence is not of sufficient probative value to substantiate the claim of relationship to the decedent. The family tree constructed by this claimant is incomplete and partly erroneous. According to the proof submitted in support of this claim, the common ancestor was John Whalen who married Johanna Scully or Kelly. It has now been established that the common ancestor’s name was Patrick, not John. The declarations of the claimant’s father, alleged brother of Denis Whalen, testator’s father, were to the effect that he had brothers named Denis, John, James and Michael and sisters Mary and Margaret. No mention is made of Maurice Whalen, who was a brother of Denis. The inclusion of James and Michael as brothers of Denis is a sharp variance with the family tree constructed by the executrix. It has never been established that the common ancestor had sons named James and Michael; in fact the evidence rather negatives any such contention. The claimant’s only evidence of what became of her fatheris brothers and sisters is that Mary Whalen married Bartholomew McDonnell and that Denis Whalen died in America in 1864. The claimant knew nothing else about her father’s brothers and sisters or their descendants and nothing of the death of the common ancestor and his wife. She testified that to her knowledge, her father never wrote or received a letter from any of his brothers and sisters. The entry in the prayer book, “ Denis my brother died in America 1864,” is foundation on which this claim is laid. The weight of this evidence is seriously affected by the fact that neither the claimant’s father nor his informant had any personal knowledge of the death of Denis. The claimant testified that her father heard of the death of Denis from a man named Gorman who worked on the Great Southern Railway. How the claimant’s father identified the Denis who died as his brother is not apparent. This claim is further weakened by the evidence submitted by the executrix in establishing the identity of a Patrick Whalen, son of the common ancestor and brother of Denis, in Savannah, Ga. As has been stated above, there are three distinct Patrick Whalens produced here, all alleged to be the son of the common ancestor and the brother of Denis Whalen, testator’s father. I am satisfied that this claimant has failed to establish the identity of her father as the true Patrick by a fair preponderance of the evidence. Accordingly her objections to the account are overruled and her claim is dismissed.
In support of their contention that their ancestor, Patrick Whalen, was a son of the common ancestor, these claimants rely mainly on his declarations and the declarations of his wife. There was introduced in evidence the baptismal certificate of Patrick Whalen, son of Patrick Whalen and Johanna Kelly. The baptism took place in St. Mary’s Church, Clotheen, in 1810. These claimants contend that this is the birth certificate of their ancestor. To prove this they attempt to show that he was seventy-five years old when he died in 1885. This Would establish the date of his birth as 1810 and thus coincide with the baptismal certificate. Patrick Whalen, a claimant herein and a grandchild of the Patrick through whom these people claim, testified that he understood that his grandfather was seventy-five years oíd when he died. He stated he has learned this from his mother and his folks and that he did not know it of his own knowledge. This witness’ brother, John Whalen, testified that his grandfather was between seventy-three and seventy-five years old when he died. Michael Kent, another grandchild of this Patrick, testified that he had always understood that his grandfather was seventy-five years old when he died. One of the most remarkable witnesses in this whole proceeding was Patrick Drislane who testified on behalf of these claimants. This man, a native of Ballyporeen, was ninety-four years old when he testified and knew the grandfather of these claimants very well. According to his testimony, this Patrick Whalen, or as he is known in the record, “ Bridgewater ” Patrick, was about seventy or seventy-five years old when he died.
All the declarations of “ Bridgewater ” Patrick, as testified to by the claimants, and Patrick Drislane were to the effect that he was born in Ballyporeen and married Margaret Hickey in Ballyporeen. It has been conclusively established that “ Bridgewater ” Patrick was a native of Ballyporeen. In addition to his declarations and those of his wife to that effect, there was introduced in evidence
John J. Whalen, claimant herein, a grandson of “ Bridgewater ” Patrick, attempted to establish the identity of his great grandmother as Johanna Kelly from the declarations of a Thomas Kelly to that effect. This Thomas Kelly was not related to any one involved'in this proceeding or to Johanna Kelly as far as is known. It seems that his declarations are inadmissible and of no weight.
To prove the connection of these claimants to the admitted relatives, the declarations of John Whalen, a son of “ Bridgewater ” Patrick, to the effect that he had a cousin in New York who was a big politician and lawyer, were testified to.
Up to this point the evidence outlined above tends to establish the validity of this claim to relationship but in attempting to make their family tree coincide with that of the admitted relatives, these claimants weaken rather than strengthen their status. In the first place, these claimants and the witnesses called on their behalf, have repeatedly testified that the name of their great grandfather was John Whalen. As has already been pointed out, the father of Denis Whalen was named Patrick. Thus, if the father of a “ Bridgewater ” Patrick was named John and Denis’ father was named Patrick, it is evident that Denis and “ Bridgewater ” Patrick cannot be brothers. What is most fatal to this claim is that these claimants cannot separate themselves from those claiming under James and Michael Whalen no matter how hard they try. The status of those claiming under James and Michael is discussed infra, but it is appropriate to say here that these people have failed to establish their status as heirs at law and next of kin of the decedent and have not proven that James and Michael were sons of the common ancestor, Patrick Whalen. That portion of the record which embodies the evidence offered in support of those claiming through “ Bridgewater ” Patrick is replete with references to “ Shaun Leagh,” which is Gaelic for “ Gray John.” “ Bridgewater ” Patrick is alleged to have declared that he was the son of “ Shaun Leagh.” In the testimony taken before the commissioner in Ireland with respect to the claims of those who are alleged to be related through James and Michael Whalen, there is further reference to “ Shaun Leagh ” as the father of James and Michael. This reference to “ Shaun Leagh ” by people in different parts of
Considering all the evidence submitted on behalf of these claimants, whether admissible or inadmissible, it seems apparent that these people have not established by a fair preponderance of the evidence that their ancestor, “ Bridgewater ” Patrick, was a son of the common ancestor. The objections to the account filed on behalf of these claimants are, therefore, overruled and their claims are dismissed.
Michael Kearney and others and Owen Aherne and others claim to be related to the decedent through a James and a Michael Whalen, alleged to be brothers of Denis Whalen, testator’s father. As James and Michael Whalen were admittedly brothers, the claims of all persons claiming through them may be discussed together. As has been hereinbefore stated, all these claimants have failed to establish their status as heirs at law and next of kin of the decedent. Most of the evidence in support of these claims centers about James Whalen, alleged brother of Denis, testator’s father. Michael Kearney testified to the strange story of James Whalen. James is supposed to have killed a man with a stone on his wedding night. As the story goes, he and his bride were returning from the wedding when they were waylaid by a group of men who tried to kidnap his bride; jokingly or seriously it does not appear. James picked up a stone and hurled it, striking a man on the head. The man later died and James was convicted of manslaughter and transported to the penal colony in New South Wales. After seven years he returned to Ireland and settled near Ballyporeen. According to the testimony, the father of James and Michael Whalen was John, or “ Shaun Leagh.” As has been already pointed out, the common ancestor’s name was Patrick. All the evidence of these claimants in support of their contention that James and Michael were sons of the common ancestor is in the form of pedigree declarations. There is no evidence outside of the declarations themselves, other than the similarity of name, religion and nativity, connecting the declarants with the family of the decedent, John Whalen. Even if all these declarations are admissible these claimants must
I hold, therefore, that these claimants have failed to prove their claim of relationship to the decedent and accordingly the objections to the account filed on their behalf are overruled and their claims are dismissed.
Johanna Whalen Mclllvaigh and others claim to be related to the decedent through John Whalen, alleged brother of Denis Whalen, testator’s father. This group of claimants is composed of an alleged first cousin of the decedent, and the wife and children of another alleged first cousin who survived the decedent.
These claimants first proceed to build up their own family tree. That is, prescinding from the identity of their ancestor John Whalen as a brother of Denis, testator’s father, they first seek to establish that they are the descendants of a John Whalen who married Johanna Fennell. The documentary and oral evidence offered to prove this point seem conclusive and there seems to be no doubt that these claimants are the descendants of a John Whalen who married Johanna Fennell. First there is the marriage certificate which was introduced in evidence which shows the marriage of John Phelan and Johanna Fennell in Ballyporeen on March 3, 1840. The baptismal certificates from the parish of Ballyporeen establish the birth of the following children of this marriage: Margaret in 1840, Mary in 1843, Johanna in 1845, Patrick in 1847, and Bridget in 1849.
The history and identity of each of these children has been traced with great particularity right down to the present day.
Margaret of the baptismal certificate of 1840 has been positively identified as Margaret (Maggie) Spicer, who died in Chicago May 26, 1912, by an overwhelming mass of documentary and oral evidence. She acquired the name Spicer not through marriage but by long association with a family named Spicer for whom she worked as a domestic.
Similarly the Mary of the baptismal certificate of 1843 has been identified as having died in the west unmarried and without issue. The declarations of the proven members of this family are to the effect that she went west as a servant with a family named Henshaw. Maggie Spicer, her sister, received a letter telling of Mary’s death.
The Johanna of the birth certificate of 181¡5 has been identified as Johanna Whalen McIllvaigh, the claimant herein. She came to this country in 1854 with her uncle John Fennell, according to her own testimony which is substantiated by the manifest of the ship Emerald Isle which was introduced in evidence. The manifest shows that “Judy ” Whalen, as the claimant was known, came to this country on the ship Emerald Isle in 1854. Her own testimony, which is corroborated by the oral and the documentary evidence, describes her subsequent movements after landing in this country. She went with the rest of her family to Ottawa, Ill. She subsequently married John A. McIllvaigh at Memphis, Tenn., on November 6, 1872. She then moved to Arkansas and at the time of the death of the decedent she and her husband were living at Forth Smith, Ark.
The Patrick of the baptismal certificate of 1847 is identified as the Patrick Whalen who died in Slaton, Tex., February 22, 1927. According to his own declarations and those of members of his family, he came to this country in 1854 with his uncle, John Fennell. The manifest of the ship Emerald Isle, heretofore referred to, contains a record of his entry into this country. Patrick then went out to Ottawa, Ill., with his mother and sisters. He learned the blacksmith’s trade in the mid-west and thereafter worked at various places in the south and west. On June 5, 1887, he married Mary Hughes at Waco, Tex. Of this marriage four children were born, three of whom are still living. These four children were Edgar B. Whalen, who died at his grandmother’s home in Ottawa, Ill., on September 2, 1890; Margaret Whalen Goodwin, who is still living at Amarillo, Tex.; Nellie Whalen Beal, now living at Slaton, Tex., and Charles Whalen, who also fives in Slaton, Tex.
According to the testimony of her sister, Johanna Whalen Mclllvaigh, the child, Bridget, who was baptized in 1849 in Ballyporeen, died as a very young girl.
The identity of the children, whose brief history is outlined above, as the children of a John Whalen who married Johanna Fennell, is so positively established that there is no need to refer further to the mass of conclusive evidence on this point.
The identity of Johanna Fennell Whalen Lowe, mother of these children, as the Johanna Fennell who married a John Whalen in Ballyporeen on March 3, 1840, is also conclusively established. That she was Johanna Fennell is established by the declarations of members of the Fennell family as testified to by Theresa Norris, daughter of Margaret Fennell of Ballyporeen. This witness’
The claimants’ proof then directs itself towards establishing that the John Whalen who married Johanna Fennell was the son of the common ancestor, Patrick Whalen, and the brother of Denis Whalen, testator’s father. Most of the claimants’ evidence in support of this contention is in the form of pedigree declarations. The substance of these declarations, which emanate principally from Johanna Fennell, wife of John Whalen, is that John Whalen who married Johanna Fennell lived in the townland of Moher, just outside of Ballyporeen; that his father was Patrick Whalen who married Johanna Kelly; that this John Whalen had brothers Denis, Patrick and Maurice and sisters Mary and Margaret; that his sister Mary married Bartholomew O’Donnell and that Margaret married Thomas Clancy; that this John Whalen after his marriage continued to five in Moher with his parents; that five children were born of his marriage to Johanna Fennell; that this John Whalen emigrated to America leaving his wife and children in Ireland; that his wife, Johanna Fennell, received a letter informing her of his death in Coldwater, Mich.; that Johanna Fennell Whalen subsequently emigrated to America with her daughter Margaret; that her child Bridget died as an infant in Ireland; that her other three children followed her to America accompanied by her brother John Fennell; that Johanna Fennell Whalen married a second time in New York; that her second husband’s name was Lowe; that she then proceeded out to Ottawa, Ill., with her children; that she died there in 1900.
First, there is the marriage certificate of John Phelan and Johanna Fennell in the parish of Ballyporeen on March 3,1840. The mtnesses to this marriage, according to the certificate, were Thomas Fennell and Mary Phelan. Johanna Fennell had a brother Thomas who died in Ottawa, Ill., in 1854. The claimants seek to identify the witness Mary Phelan as the daughter of the common ancestor and the sister of the testator’s father, Denis Whalen. In support of this contention the claimants refer to the testimony of Anna McDonald, the daughter of Mary Whalen, and an admitted first cousin of the decedent. Miss McDonald stated that her mother' had spoken of a Fennell girl as a friend of hers and that she (Miss McDonald) thought the girl’s name was Johanna. In addition to the marriage certificate, the baptismal certificates of three of the children of John Phelan and Johanna Fennell were introduced in evidence. These certificates show:
(1) That Margaret, child of John Phelan and Johanna Fennell, was baptized in Ballyporeen on December 19, 181fi; that her parents lived in Moher and that the child’s godparents were Denis Phelan and Honor a Fennell.
(2) That Mary, child of John Phelan and Johanna Fennell, was baptized in Ballyporeen on February 27, 1843; that her parents lived in Moher and that her godparents were John O’Donnell and Mary Phelan.
(3) That Johanna, child of John Phelan and Johanna Fennell, was baptized in Ballyporeen on April 27, 1845, and that her godparents were Bartholomew O’Donnell and Mary Ryan.
The claimants particularly stress the date of the latter baptism and the fact that Bartholomew O’Donnell was the child’s godfather. They assert that this Bartholomew O’Donnell is the man who married Mary Whalen, sister of the testator’s father, Denis. In support of this contention the claimants refer to the significant fact that Mary Whalen and Bartholomew O’Donnell were married January 26, 1845, and that one of the witnesses to the marriage was John Fennell. This evidence certainly tends to show a definite fink between the ancestors of these claimants and the family of the decedent, John Whalen.
All this evidence was admitted, subject to being connected later on, over the objection and exception of the executrix. The basis of the objection was, of course, that the evidence was hearsay and not within the pedigree exception to the hearsay rule of exclusion. More particularly stated, the executrix contends that there is no evidence outside of the pedigree declarations themselves which connects the declarants with the family of the decedent. This is the third subdivision of the rule as stated in Aalholm v. People (supra).
To render admissible the pedigree declarations offered in support of their claim to relationship, these claimants rely on the following evidence, which is independent of the pedigree declarations:
1. The testimony of Mary Pyne, an admitted relative, as to the declarations of her mother, a first cousin of the decedent, to the effect that she (Margaret Clancy Pyne) had cousins in Ottawa, Ill., and that she had written to them a few times, but had lost track of them. Miss Pyne then stated that at the time the declarations were made, she understood that the cousins spoken about were on the Whalen side. The importance of this evidence cannot be overestimated. The testimony was given on October 10, 1928, and up until that time this group of claimants referred to in the record as the “ Ottawa claimants,” had never been heard of. Their present attorney, who up until that time represented the descendants of James Whalen, “ the stone thrower,” and Michael Whalen, commenced an investigation in Ottawa, Ill., and as a result this whole group of claimants was unearthed. The disclosures seem to be more than a coincidence. Considering the testimony of Miss Pyne in connection with the conclusive, admissible proof that these claimants are the descendants of a John Whalen of Moher who married Johanna Fennell together with the fact that the executrix has not produced one scrap of affirmative evidence as to the history and identity of the John Whalen who was the son of the common ancestor, the conclusion seems inevitable that these claimants are the descendants of John Whalen, son of the common ancestor and brother of Denis Whalen, testator’s father. This testimony, which is independent of the pedigree declarations offered by the claimants, seems to me to furnish that slight proof dehors the declarations which is referred to in Aalholm v. People (supra). That only slight proof is necessary of the relationship of the declarant to the family of which he speaks is stated in practically all the cases involving the admissibility of pedigree declarations (Aalholm v. People, supra; Washington v. Bank for Savings, 171 N. Y. 166; Young v. Shulenberg, 165 id. 385; Eisenlord v. Clum, 126 id. 552).
3. Finally, there is that definite link, running through the record between the Whalens of Moher and the Fennells.
I hold, therefore, that the pedigree declarations offered by these claimants in support of their claim to relationship are admissible. These declarations being admissible, the proof of the relationship of these claimants to the decedent is overwhelmingly conclusive. Briefly, these claimants have established that they are the descendants of John Whalen who married Johanna Fennell; that this John Whalen was the son of Patrick Whalen and Johanna Kelly; that this John Whalen lived in the townland of Moher and had brothers Denis, Patrick and Maurice and sisters Margaret and Mary. The proof is complete and relationship is established. In combating the proof of these claimants the executrix refers to minor discrepancies in the claimants’ proof, but such slight errors seem to me to be continually cropping up in the tracing of ancestry. Indeed, the family tree of the admitted relatives contains similar minor errors.
Considering all the proof offered in support of this claim I hold that the status of Johanna Whalen Mclllvaigh and Patrick Whalen (now deceased) as first cousins of the decedent who survived him has been established. The objections to the account filed on their behalf and on behalf of the widow and children of Patrick Whalen are sustained.
I hold, therefore, that the heirs at law and next of kin of the decedent on the paternal side of his family who survived him are the following persons: Margaret McDonald Cunningham, Anna McDonald, Johanna Whalen Mclllvaigh and Patrick Whalen (now deceased), first cousins; Agnes McDonald Frances, Georgie McDonald Reed, Walter R. McDonald, Grace C. McDonald, Mary McDonald Run die, Mary Pyne, Margaret Pyne and Thomas Pyne, children of first cousins, who predeceased the testator. All other claimants have failed to establish their status. Their claims are, therefore, dismissed. The heirs at law and next of kin of the decedent on the maternal side of the family are those listed as such in Schedule L of the account.
Submit decree on notice settling the account in accordance with this decision.