65 N.J. Eq. 329 | N.J. Super. Ct. App. Div. | 1903
On March 25th, 1902, a petition, signed by Thomas P. Fay and Emma S. I-Iodnett, was presented to the ordinal]1, praying that the last will of William T. Hodnett, deceased, and a codicil thereto, should be proved in the prerogative court and letters testamentary issued thereon to said Fay, who was appointed by said will executor thereof. The petition was sworn to. by both of the petitioners on the day it was presented. Accompanying the petition was an affidavit made by said Fay, which, in the mode usual in such cases, made proof that no caveat against the probate of any will of William T. Hodnett, deceased, had been filed in the office of the surrogate of the county of Monmouth, in which county said Hodnett was domiciled and in which he died. Thereupon two persons, who were the witnesses to both will and codicil, were presented, and, being sworn, made out the execution of both will and codicil by the deceased in the ordinary mode. Probate was thereupon allowed, and letters testamentary were issued to said Fay, named in said will as executor, and he thereupon took the usual and prescribed affidavit.
On November 19th, 1902, a petition was presented to the ordinary by said Emma S. Hodnett, represented by her father and next friend, Charles A. Anderson. The petition, among'
The petition further asserted, that after the death of petitioner’s husband said Fay acted as her confidential adviser, and that she had signed the petition for probate of the will and codicil at his request, and because she inferred from such request that it was her duty to do so.
It was also therein, charged that by the provisions of said will and codicil the said Fay obtains a large .share of the property of the deceased; that said deceased had previously made a will, when fully capable of making a testamentary disposition of his property, in favor of the petitioner; that it was duly executed, and, if not revoked by the later will and codicil, ought to be probated.
The prayer of the petition is that the order admitting to probate the will and codicil and granting letters testamentary thereon should be set aside; that petitioner should be permitted to prove the facts asserted in the petition, and to show that the will and codicil were procured by fraud and undue influence; that the earlier will should be admitted to probate and that said Fay (who, it was charged, had obtained that will from its custodian) should be ordered to deliver it to the court, and that he should be restrained from performing any act as
Appended to the petition was-a copy of the earlier will men-tioned therein, with an affidavit of a New York lawyer, to the effect that such a will, dated January 14th, 1901, had been drawn by him under instructions from the deceased, and had been duly executed by the deceased, and that the copy annexed had been taken from an office copy of the original will, retained by him in accordance with his usual custom, and that the original will had been delivered by him to a person acting under authority from said Fay. There were also appended the affidavits of petitioner and of a servant residing in the house at the time the will and codicil were executed, supporting and affirming the matters charged in the petition, and the affidavits of physicians respecting the condition of the husband at previous periods of his life.
Upon the filing of the petition, an order was made directing said Eay and the persons interested under said will and codicil to show cause before the ordinary, on December 9th, 1902, why the order admitting the will and codicil to probate should not be revoked and annulled,- and why said Pay should not be ordered to deliver to the court the alleged prior will of January 14th, 1901, and why said Eay should not be restrained from performing any act as executor ox trustee until the further order of the court.
The order to show cause was brought to hearing on December 16th, 1902, to which time the matter had been adjourned under a stipulation of counsel.
On December 16th, 1902, Fay, the executor, filed an answer to the petition, supported by his own affidavit that the matters therein stated were true. The answer substantially denied many of the allegations of the petition. No replication to the answer was filed, nor was there any request for a direction to take testimony upon the contested questions of fact. The order was brought to hearing upon the petition and answer, and the affidavits accompanying each of them.
On behalf of the petitioner, it was first contended that the
But it is next contended that the case discloses fraud of such a character as to jnstifyr an immediate vacation of the probate. The fraud on which reliance is placed for this demand consists, it is argued, in procuring a testamentary disposition of property from a man incapable of mailing it by one who occupied
But another contention made on behalf of petitioner demands consideration.
When the order to show cause came on for hearing, it was made to appear that notice had been given of an application by petitioner for an amendment of her petition, so that it might pray for an order or decree requiring the executor to prove the will and codicil, previously admitted to probate, in solemn form. Upon discussion, the application for such amendment was withdrawn, but petitioner’s counsel insisted that if the ordinary found, upon the case presented, that petitioner was entitled to such relief, it should be granted under the general pi^er of her petition. Much of the brief submitted for petitioner maintained the proposition that upon the matter before the court petitioner should have such relief, aiid that such relief is within the power of the court.
Upon consideration, I have reached the conclusion that if the case presented entitles petitioner to an order or decree requiring probate of this will and codicil in what is known as “solemn form,” and if this court can make such an order or decree on a petition for such specific relief, it will be the duty of the court to afford relief upon this petition. That sort of relief is ger
The distinction between probate of wills in common and in solemn form, well recognized in the practice of the English courts of probate, seems not to have attracted much attention from our courts until the publication of the opinion of Chancellor McGill, sitting as ordinarjq in Straub's Case, 4 Dick. Ch. Rep. 264. In that case a will had been admitted to probate by a surrogate without objection. After the time for an appeal from the surrogate’s act had expired, the orphans court, upon a petition presented to it, alleging that the will was the product of fraud and undue influence, and praying that the surrogate’s probate should've set aside, allowed an order to show cause why the prajrer of the petition should not be granted, and, upon argument, discharged that order. Upon an appeal to this court from the order last named, the ordinary determined that the orphans court was without jurisdiction to initiate such a proceeding. But he proceeded to express an opinion that upon an application to the surrogate, although made after the time for an appeal from his act had expired, the surrogate would have jurisdiction to cite the parties interested to appear before the orphans court, which court would have jurisdiction to require an executor to prove the will in solemn form.
The decision of the ordinary in that case was affirmed by the court of errors, for the reasons given by him. Scharer v. Schmidt, 5 Dick. Ch. Rep. 795. But the approval of the decision was not intended to indicate approval of the opinion of the • ordinary respecting the jurisdiction to require probate in solemn form, as was shown in the per curiam opinion shortly afterward delivered, in Gordon v. Olds, 7 Dick. Ch. Rep. 319.
Afterward, the opinion expressed by the ordinary, respecting the jurisdiction of the surrogate and the orphans court in such cases, was put to a judicial test. A will was admitted to probate by the surrogate of Essex county, without objection. The time for appeal had expired. Thereafter, parties interested applied to the surrogate for citations to the executors and all parties
Upon appeal to the court of errors and appeals, the decree of the prerogative court was affirmed, for the reasons expressed in the opinion delivered in that court.
In delivering the opinion in the Cartwright Case, I expressly refrained from considering the power of this court in respect to probates in solemn form of wills produced and probated before the ordinary. The statutory jurisdiction conferred upon surrogates and orphans courts was deemed not to extend thereto after the time for appeal had elapsed. Whether the ordinary might not require a will proved before him to be again proved in solemn form, was not decided, and decision upon his power and duty in that respect is now required.
' An examination of the practice of the English ecclesiastical courts, and of the courts which have succeeded to their jurisdiction in matters of probate, discloses the distinction made in those courts between probate in common and probate in solemn form. Originally a probate in common form was allowed upon the mere production, of the will, accompanied by the affidavit of the executor that he believed it to be the last will of -the deceased testator. Thereafter the executor could be required, under certain circumstances, to prove the will in solemn form.
In the third edition of Conset’s Practice of the Spiritual or Ecclesiastical Courts, published in 1708 (p. 10), the practice under the powers of the court is thus stated:
*337 “If any will be proved in common form (which is done by the sole oath of the executor), if any person have an interest in the administration of the deceased’s goods (being perhaps prevented of' his interest by the pretended will), he may force the executor to prove the will by witnesses, which, if the executor do not sufficiently prove, sentence is to be given that the deceased died intestate and that the probate of that will, so granted in common form of law, is to be annulled and revoked.”
This probate was also called probate per testes, because the executor was required to produce evidence of the execution of the will, including the witnesses thereto, if any, upon notice to the parties interested, involving opportunity for them to appear and be heard. But that the distinction between the two forms of probate was not deemed to depend on the fact that the witnesses to the will were required to be examined for a probate in solemn form, which was not necessary to a probate in common form, seems clear. For, after the English Wills act of 1837 took effect, the allowance of probate in common form was upon an affidavit of one or more of the witnesses to the will, making out its execution in conformity with the requirements of the act. Yet, thereafter, probate in solemn form was frequently required. This course of practice indicated that probate in solemn form was resorted to, not because the witnesses to the will had not been produced and examined, but because the examination was wholly ex parte, no^ opportunity being given to any party interested to appear and make objection, and interpose with cross-examination, and the production of testimony. ■ So we are justified in the view that the real distinction between the two classes of probate consisted in the facts that one was allowed without notice and the allowance of the other was only upon notice to the parties interested, with opportunity to attend and be heard on the question of probate.
It is unquestionable that the jurisdiction in matters of probate and administration which existed in the English ecclesiastical courts at the time of the instructions to Lord Cornbury, in 1702, were by those instructions conferred upon the governors of New Jersey. That jurisdiction was .exercised by the successive governors of the province or colony, and of the state, after it was established by the constitution of 1776 and the
The English ecclesiastical courts undoubtedly possessed power to require a will, which had been admitted to probate without notice to the parties interested, to be proved thereafter in solemn form upon notice to such parties. Conset's Pr. 10; Trist. & C. Prob. Pr. 353; Browne Prob. Pr. 99, 275; 4 Burn Eccl. Pr. 196, 199; Pow. & O. Prob. Pr. 103. Was that power conferred upon the successive colonial and state governors and transmitted to the chancellor sitting as ordinary ? If the power now resides in the ordinary, in what case should it be exercised?
In his opinion in the Straub Case, Chancellor McGill fortified his position by declaring that the exercise of the power to require probate in solemn form, even after the lapse of a long period of time, was not oppressive upon the executor, because he might have proved the will originally in solemn form with notice to all parties interested. In the opinion delivered in the Cartwright Case, I pointed out that such a probate could not have been obtained by an executor of a will which was uncontested and which was offered for probate before the surrogate. But the power of an executor to prove a will before the ordinary in solemn form, and with notice, although no caveat has been filed and no contest made thereon, was plainly recognized in the English practice. It is thus stated by Conset:
“If an executor who is a stranger to the deceased (that is) no way related to him, have the greatest part of the deceased’s goods bequeathed to him, and is doubtful lest the children or next of kin or widow of the deceased-should commence suit against him for the future, he may, by virtue of that will, call the relict and children or next of kin of the deceased in special (if they think themselves any wa,y interested), and all others whatsoever in general that pretend to have any interest in the last will and testament of the deceased, or in the administration of his goods, to come and see the will proved by witnesses, and lawful*339 proof being made of this will and a definitive sentence passed for the validity of it, this will can never be made invalid or voidable thereafter (so as there be no nullity in the proceedings) though the testamentary witnesses die in the meantime. And this is frequently practiced.” Conset’s Pr. 10; 4 Burn Eccl. Pr. 199.
Citations in such cases were said to he mandatory and intimatory, because they not only cite parties to appear, but intimate that if they appear not, the executor will proceed to prove the will. 4 Burn Eccl. Pr. 27.
The ancient practice seems still continued, for it is said that an executor may prove the will in solemn form, either of his own motion or in consequence of having been challenged to do so by a party interested adversely, and executors are advised to do so for their own protection. Trist. & C. Prob. Pr. 363; Pow. & O. Prob. Pr. 103.
This provision, in my judgment, has long been recognized in our legislation. Such recognition seems also to involve the inference that where the executor fails to prove the will thus, the power of the ordinary to require him to do so may, in any proper case, be exercised.
By section 2 of the act entitled “An act respecting the prerogative court and the power and authority of the ordinary,” approved April 16th, 1846 (Rev. Siat. ¶. 203), it was enacted that probate of any will should not be granted by the ordinary until proof be made to his satisfaction that no caveat against proving such will had been filed in the office of the surrogate of the county where the testator resided at the time of his death, or that notice to all persons concerned had been given of the application to the ordinary for such probate. This provision is included in section 16 of the act entitled “An act respecting the orphans court and relating to the powers and duties of the ordinary and the orphans court and surrogates,” approved March 27th, 1874 (Gen. Stat. p. 235-9), and is now included in the act of the same title, approved June 14th, 1898. P. L. of 1-898 p. 718.
In my judgment, this legislation, has always permitted an executor who propounds his will before the ordinary to adopt one of two alternatives, viz.: (1) to submit the will upon
This sort of probate on notice, in cases where no contest was made over the will, as has already been stated, was recognized practice of the English ecclesiastical courts, and is also a practice of tire present probate courts. Executors might prove a will in solemn form, either of their own motion or in consequence of having been challenged to do so by a partj' interested adversely. Executors are advised to thus prove their will for their own protection. Trist. & C. Prob. Pr. 363. The present
Whether or not the ordinary did not possess power to permit probate of an uncontested will, on notice, before the act of 1846, above cited, need not be determined. But, as it was a practice of the ecclesiastical courts of England, whose powers were conferred on the governors of the colony and state, it would seem probable that such legislation, adopted shortly after the period when the chancellor became ordinary under the constitution of 1844, was rather a regulation of a practice recognized as existing.
At the June term, Chancellor Halsted had under consideration . case presenting the following features: A will of 'a non-resident of this state had been admitted to probate by •him, sitting as ordinary, and without notice. Afterward a petition was presented to him, praying for the vacation of the probate thus granted. An order upon the executor, to whom letters testamentary had been issued. thereon, to show cause whjr the order admitting the will to probate should not be vacated, was made and brought to hearing upon the petition and affidavits made in opposition. The ordinary reached the conclusion that the probate should be vacated, upon a consideration of the terms of section 2 of the act of 1846, above cited. As it appeared that the testator was not a resident of this state at the time of his decease, and it was obvious that the proponent of the will could not have been entitled to probate under the first alternative proof, viz., that no caveat had been
I have been unable to discover any other case involving the construction of the legislation abov.e referred to in these respects, or throwing any light- on the question now under consideration, until the opinion expressed in the Straub Case.-
This examination seems to indicate that the power to order a -will which has. been admitted to probate without notice to be afterwards proved with notice, has either not been exercised, or hag been exercised in rare instances, which have not been contested and have escaped notice. But I am.unable to draw therefrom the inference, that such power has never existed in the ordinary, or that it has been so abandoned as to prohibit its exercise in a proper case. That such power existed in the English ecclesiastical courts, and was among those |>owers conferred upon the ordinary of the colony and state, I deem to be entirely beyond dispute. That it has not been (if, indeed, it could be) taken away from the ordinary by legislation, I deem equally clear. Its disuse does not show abandonment, if it could thus be abandoned;
For these reasons I deem myself possessed of authority to require an executor who has prayed a will before me without notice, to prove the same will with notice to all the parties whenever a proper case for such action is presented. The remaining question is,, what is a proper case requiring such action?
This question, if thoroughly considered and completely
It is equally unnecessary to decide in this case who may apply for probate in solemn form. If any person, who is sui juris, has knowledge of the death of the testator and of •grounds for contesting his will, or might by due diligence have discovered such grounds, and has neglected to caveat against probate being-' granted, it could hardly be conceded that he could afterward be heard to demand that an executor should be required to reprove the will on any such grounds.
Applying these views to the case in hand, I think the power to require probate in solemn form' ought to be exercised. Petitioner, the widow of the deceased, appears to be a minor. If the executor had elected to prove the will on notice to all persons concerned, he would have been obliged to give notice to her, and, unless some, person appeared for her, tó procure the appointment of a guardian ad Kiem for her, who would have represented her in the proceeding. She is therefore a person concerned, who may now apply for this relief by a next friend, ■and it cannot be denied that the application has been made within a reasonable time.
The facts asserted and admitted, in my judgment, justify the conclusion that a case for relief of this nature is presented. The will and codicil were admittedly drawn by the legal adviser and confidential agent of the deceased. Testator is admitted to have been addicted to the excessive use of intoxicating liquors, as a result of which he suffered many attacks of delirium tremens, and from time to time was treated in sanitariums. There is evidence of his condition, at or about the time the will and codicil were executed, sufficient to justify inquiry as to his capacity. There is further evidence respecting the mode of execution of the will and codicil sufficient to justify the examination of the persons present at the execution, and particularly the persons who signed as testamentary witnesses.
My conclusion, therefore, is that the executor in this case should be required to prove this will and codicil in solemn form, upon notice to all parties concerned. A convenient practice in that regard is that now in use in the English probate courts, whereby the executor is cited to bring in his probate and to show cause why it should not be revoked and the will pronounced invalid. Trist. & C. Prob. Pr. 367.
An order, will be made continuing the restraint upon the executor, and directing him to bring in his probate on a day fixed, of which he shall give notice to all parties concerned, and on that day to proceed to prove the will as if propounded upon notice.