2 Barb. Ch. 40 | New York Court of Chancery | 1846
The will in this case was made, and the testator died, previous to the revised statutes; but the will was proved before the surrogate, after the first of January, 1830, and before -the passage of the act of May, 1837, concerning the proof of wills, &c. (Laws of 1837, p. 524.) The formalities requisite to the due execution of the will, therefore, •were those which were required by the second section of the act of March 5th, 1813, concerning wills. (1 R. L. of 1813, p. 364.) But the mode of proof must be that which was prescribed by the provisions of the revised statutes which were in force when
The article of the revised statutes relative to wills of real property and the proof of them, as it existed in 1835, provided that upon proof being made of the due service of the notice of the application to prove a will of real estate, the surrogate should cause the witnesses to be examined before him, and should reduce the proofs and examinations to writing. And that all the witnesses to such will, who were living in the state, and of sound mind, should be produced and examined; and that the death, absence, or insanity of any of them, should be satisfactorily shown to such surrogate. (2 R. S. 58, § 12.) The thirteenth section directed that, when any one or more of the subscribing witnesses to the will should be examined, and the other witnesses wére dead, or resided out of the state, or were insane, then such proof should be taken of the hand-writing of the testator, and of the witness or witnesses so dead, absent, or insane, and of such other circumstances as would be sufficient to prove such will on a trial at law. The next section provided that if it should appear, upon the proof taken, that such will was duly executed, that the testator, at the time of executing the same, was in all respects competent to devise real estate, and was not under restraint, the will and the proofs and examinations so taken should be recorded, and the record thereof signed and certified by the surrogate. These were all the provisions of the revised statutes relative to the probate of a will of real property, where all or any of the subscribing witnesses were alive and could be examined. And in all such cases the al
It will be seen by reference to these several provisions of the revised statutes, which are substantially the same with those which were previously in existence, except as to the tribunal in which, the proof was to be taken, that nothing is- said as- to the necessity of each witness being able to prove that all the- formalities required by law were complied with, where- all the subscribing witnesses are alive and' in a situation to be examined. The statute only requires, in such cases, that it should appear from the proof thus taken, that the will was duly executed, by a testator who was competent to make' a will, and who was free from restraint. Even upon a bill filed to establish a will of real estate, and where the decree is to be- conclusive upon the rights of the heirs at law, the court of chancery does not require that each subscribing witness should-be-able to recollect,, and prove, that all the formalities of the statute were complied with. The rule of the English court- of chancery i's, that upon such a bill, all' the subscribing witnesses, if living and' competent to testify, must be called by the party seeking to establish the will, and must be examined* by him; so as to give the adverse party an opportunity to cross-examine- them as to the sanity of the testator, and the circumstances- attending the execution of the will. (Townsend v. Ives, 1 Wils. Rep. 216; Ogle v. Cook, 1 Ves. sen. 177; Hudson v. Kersey, 4 Burn. Eccl. Law, 102.) And the rule is the same upon the trial of an- issue of devisavit vel non, awarded by the court of chancery. (Booth v. Blundell, Coop. Chan. Ca. 136.) But I have not been able to find any case in which it- has-been held to be necessary that all* the. witnesses should testify-to- the-dire execution of the will; and that'the testator*was of sound and disposing mind and memory, at. the time of the execution thereof." On the contrary, in the case of Lowe v. Jolliffe, (1 W. Black. Rep. 365,) upon a trial at bar in the court of king’s
The second section of the act of March 5 th, 1813, in reference to the execution of wills of real estate, is the same in substance as the provision of the statute, 29th Charles 2d, c. 3, on that subject. And the decisions in the English courts, under the last mentioned statute, especially such as were made previous to our separation from the mother country, are proper to be taken into consideration, in determining the question whether the instrument propounded is proved to have been duly executed, according to the requirements of the act of 1813. The language of the last mentioned act is, that “ every such last will arid testament shall be in writing, and signed by the party making the same, or by some other person, in his presence, and by his express direction; and shall be attested, and subscribed in the presence of such party, by three or more credible witnesses, or such last
In reference to the first question, however) the case of Lemaine v. Stanley, (3 Lev. Rep. 1,) and the case in Skinner, (Anon Skin. Rep. 227,) must have assumed the ground that
In Stonehouse v. Evelyn, which came before Sir Joseph Jelcyl, the master of the rolls, in 1734, (3 Peere Wms. Rep. 253,) the proof was full that all of the attesting witnesses subscribed their names to the will in the presence of the testatrix. But one of them said he did not see her sign the will; but she owned, at the time the witnesses attested it, that her name, signed thereto, was her own hand-writing. His honor held that, without doubt, that was sufficient. And the reporter adds, that on the same day, he mentioned that decision to Justice Fortescue Aland, formerly a judge of the king’s bench, and then one of the justices of the court of common pleas, who said it was the common practice, and that he had so ruled two or three times, upon evidence, at the circuit; and that it was sufficient if one of the subscribing witnesses swore that the testator acknowledged the signature to be his own hand-writing. The question came before Lord Hardwicke, eighteen years after-wards, in the case of Grayson v. Atkinson, (2 Ves. sen. 454,) and he decided that it was not necessary that the testator should sign the will in the presence of the witnesses; but that an acknowledgment by him to the attesting witnesses that it was his hand, was sufficient. Two years afterwards, the case of Ellis v. Smith, (1 Ves. jun. 12,) came before his lordship, assisted by the master of the rolls, the chief justice of the common pleas, and the chief baron of the exchequer. And the question was there deliberately decided, that the acknowledgment of the testator, before the attesting witnesses to a will
It was also settled in England, at a very early day, that a will of real estate, attested by three witnesses, who at several times subscribed their names, in the presence -of the testator and at his request, was valid, although all the witnesses were never present at the same time. (Anon. 2 Chan. Ca. 109. Cook v. Parsons, Prec. in Chan. 184. Jones v. Lake, 2 Atk. 176, n.) It is at least doubtful whether the decisions upon either of these questions were in conformity with the intention ofthe framers of the provisions, in the statute of Charles, relative to the execution of wills of real estate. But they are in conformity with the letter of the statute, which only required that the will should be signed by the testator, but not that such signing should take place in the presence of the attesting witnesses. Nor did the statute, in terms, require the witnesses to attest the will at the same time, and in the presence of each other, but only that the will should be attested by three witnesses who should subscribe the same in the presence of the testator. These decisions had been so long acquiesced in as to have become a rule of property previous to the revolution. It is therefore too late to disturb them, in reference to any rights which had accrued under wills previous to the revised statutes; or even since, so far as the language of the statute has not been changed.
This construction of the statute having been established, the question naturally arose what it was that the subscribing witnesses to the will were to attest? the fact that the testator had actually signed the instrument, and that he re.cognized or publisl
I am not prepared to go the whole length of these last two decisions. For they establish the principle that, under the statute of Charles, an instrument may be a valid will of real estate, although neither of the subscribing witnesses, at the time they attested its execution, knew or were informed that it was a will, or that it had been signed by the alleged testator, or by any one for him, so as to make it a valid will upon its being duly attested or signed by the necessary number of witnesses. What do the witnesses attest in such a case, where they are entirely ignorant of what the testator is intending to do, or what he has done, or what is the object of obtaining their signatures to the paper which is presented to them for that purpose 1 Certainly nothing. For they neither attest the instrument as a will, which the testator has in .fact, though without their knowledge, already signed, nor the fact that he has signed the instrument in then presence, nor that he has admitted to them that it had been signed by him before that time. Surely the attesting witnesses should see the testator, or some one for him, sign the instrument which they are called upon witness; or the testator should either say or do something, in their presence or hearing, indicating that he intends to recognize such instrument or paper as one which has been signed by him, as a valid will, or as having been signed
It is a very different question, however, whether, to sustain and establish the validity of a will, the courts should hold it to be necessary for the subscribing witnesses to recollect and testify to the fact that all the formalities prescribed in the statute were actually complied with. For if this were required, very few devises of property would be supported unless the testimony of the witnesses was taken and perpetuated very soon after the wills attested by them were made. This, in many cases, would be wholly impracticable; as the testator frequently lives many years after he has executed his will. And where there is good reason to suppose the will has been duly executed, and that no fraud or want of testamentary capacity existed at the time it was made, justice to the dead as well as to the living, requires that the declared wishes of the testator should not be defeated by the imperfect recollections of the attesting witnesses; or by reason of their deaths or removal beyond the jurisdiction of the state. It is for this reason that the most liberal presumptions, in favor of the due execution of wills, are sanctioned by courts of justice, where from lapse of time, or otherwise, it may be impossible to give positive evidence on the subject. A will may, therefore, be sustained even in opposition to the positive testimony of one or more of the subscribing witnesses, who, either mistakenly or corruptly, swear that the formalities re
In the case of Hudson’s will, (Skin. Rep. 79,) which came before the court of king’s bench, on a trial at bar, only five years after the statute of Charles, the will was established against the testimony of two of the subscribing witnesses, who swore the testator did not execute the will, he being incapable of doing so, and that his mark was affixed by another guiding his hand, and that-he said nothing; the court and juiy being satisfied from other evidence, that the will was duly executed. In the case of Hands v. James, (Comyn's Rep. 531,) where the witnesses to the will were all dead, it .was left to the jury to.presume that they subscribed as witnesses in the testator’s presence; although that fact was not stated in the attestation clause. And that decision was followed in the subsequent cases of Croft v. Pawlet, (2 Stra. Rep. 1109,) and of Brice v. Smith, [Willes’ Rep. 1.)
Previous to the English statute of July, 1837, (1 Vict. ch. 26,) for the amendment of the law with respect to wills, very few cases arose before the ecclesiastical courts, in England, calling for a construction of the laws relative to the execution of wills of real estate. But that statute requires the same formalities to be ob
In Chambers & Yatman v. The Queen’s Proctor, (2 Curt. Eccl. Rep. 415,) which came before the prerogative court, in May, 1840, there were three witnesses to the will. One of them swore that it was signed by the testator in the presence of all of them, and that he then put his finger upon the seal, and said, “ this is my act and deed,” and then they witnessed it as a will, in his presence. Another testified to the acknowledgment of it as a will, but could not recollect that the testator signed it in her presence, or that he said any thing about his signature to it. And the third swore that he did not see the testator sign the will, but that there were a signature and a seal affixed to it; and that when they w,re requested to wit
In the case of Ilott v. Genge, (Idem, 160,) decided in the same year, the probate of the will was rejected; the testator, at the time he requested the witnesses to put their names to it, having carefully concealed the writing, so that they did not see his name; and having neither signed it in their presence, nor told them it was signed by him. In that case, however, Sir H. J. Fust admits there may be a virtual acknowledgment of his signature by the testator. He says, “ it is not necessary that the testator should state to the witnesses that it is his signature; the production of a will by the testator, it having his name upon it, and a request to the witnesses to attest it, would be a sufficient acknowledgment of the signature, under the present statute.”
In the case of Gaze v. Gaze, (Idem, 451,) before the same court, in March, 1843, the testator produced to the attesting witnesses a will, all in his own hand-writing, having his name and seal affixed, and requested them to sign their names under his, or “ down here,” pointing to a place just below his own name and seal. And the court held that this was a sufficient acknowledgment of his signature, by the testator; although
I have intentionally omitted to refer to several other cases in the prerogative court, which are to be found in Cuitéis’ Reports, having a bearing upon the question now under consideration, because they arose upon summary applications, and were decided ex parte. The only other case, in that court, to which I shall refer, was decided upon contestation, in June of the present year. It is the case of Le Bas v. Gregory & McCullock, (10 Lond. Jur. Rep. 718;) and it contains a reiteration of the principle embraced in the previous decisions, which I have stated more at length. I only refer to it, therefore, to show that down to this time the opinion of Sir Herbert Jenner Fust remains unchanged, that where there is an infirmity in the recollections of the attesting witnesses,- to a will, as to what took place at the time of its execution, the court does not require positive and affirmative evidence that all the formalities required by the statute were complied with; but that it will look at all the circumstances of the case, in forming its conclusions of fact on that subject. It also may be. fairly inferred from this recent decision, that none of the numerous decisions in the prerogative court to which I have referred have been overruled or questioned in the court of appeals; which is the judicial committee of
"The cas.es in our own country are also in conformity to these decisions in the ecclesiastical courts in England. In Jackson v. La Grange, (19 John. Rep. 386,) the question arose, as to the due execution of a will, after a lapse of twenty-five years. One subscribing witness was dead. Another, who was exam- ■ inéd upon the trial, proved his own signature as a witness, but could not recollect whether all -the subscribing witnesses were present. Nor could he remember any of the circumstances ’attending his own attestation, or the execution of the will by the ■testator; but he presumed it must have been executed in his presence, from- the fact that he had witnessed it. It appearing that the other surviving witness was alive and within the jurisdiction of the court, it was very properly held that he should have been cálled and sworn. But the "late Chief Justice Spencer, who delivered the opinion of the court in that case, said, if the third witness had been called and his recollection had also failed him, still if he could have proved his signature, it would, upon proving the signature of the testator, have been sufficient proof of the due execution "of the will to entitle it to - be read in evidence; that the law did not require impossibilities, and where a will had been executed a long time, it was not ordinarily to bé expected that the ■witnesses would be able to remember all the material facts.
In the case of Pate’s adm'rs v. Joe, (3 J. J. Marsh. Rep. 113,) in the court of appeals of Kentucky, the question arose upon an appeal from a decision of a county court, admitting -the will of T. Pate to be recorded, as fully proved. The testator, who lived in' Kentucky, went' to Virginia, and' on -his return was taken sick and died on the road. He fell in company wHh
Applying that principle, to the testimony of the witnesses to this will, I think the evidence was sufficient to authorize the surrogate to find and declare, as a matter of fact, that the instrument propounded was duly executed, by William Jauncey, as a valid will of real estate. There is no pretence that the testator was not in the full possession of all his mental faculties, and perfectly competent to make a testamentary disposition of his estate, with sense and judgment. It does not appear who drew the will. For although it is stated in the answer to the petition of appeal and revivor, that it was wholly in the testator’s hand-writing, that fact was not in evidence before the surrogate, and therefore ought not now to be taken into consideration, in determining the question whether he decided correctly upon the evidence before him. But it. clearly appears that the testator had in his possession a will, properly prepared for execution, purporting upon its face to dispose of property, to a large amount, in this country and also in the English funds; that when he was alone with his barber, he produced this instrument, and re
The sentence anil decree of the surrogate, admitting the will tó probaté, and to be récorded ás á valid will of real estate, and the order of the circuit jüdge of thé first circuit, affirming súch sentence, must, therefore, be affirmed, with costs.