1 Paige Ch. 348 | New York Court of Chancery | 1829
The Chancellor:—The barrenness of our books on the subject of testamentary law has compelled me to bestow much labor upon the investigation of this case, and much time has been employed in obtaining those books which were necessary to be examined by me before I could, in justice to the parties in this cause, bring that investigation to a close. It is but a few years since any thing like regular reports of testamentary causes were attempted even in England, and in this state not more than half a dozen cases are to be found in the forty-six volumes of our own reports, and very few in the reports of our sister states. Before the revolution, the colonial governors claimed and exercised the prerogative of deciding all testamentary cases, upon the principles which governed the ecclesiastical courts in the mother country. Since that period, the same jurisdiction has been conferred upon the local surrogates, who have proceeded in such matters without much form or system. Although an appeal was given to the judge of probates, very few causes were brought before that court; and it is understood that even there nothing like regular rules of practice were ever adopted. The testamentary law of England, as it existed at the commencement of the revolution, was recognized by the first constitution as the law of this state, and very little alteration has been made in it since, except as to the tribunals in which it was to be administered. Devises of real estate, both here and in England, being regulated by statute, and the ecclesiastical courts there having the exclusive cognizance of wills of personal property, to ascertain what the law was before the
The testamentary law of England was derived from the civil law, and was probably introduced into that country by the ecclesiastics and civilians who came thither with William the Conqueror, or soon after. By the civil law the will of an ordinary person might be in writing, or by parol; but in either case it was necessary to the validity of the testament, that seven witnesses should be present at the making thereof. (Domat, book 3, tit. 1, sec. 3.) Testaments of this description, however, are unknown to the law of England, and were never in use there. But the civil law being introduced into England at the time when the military system was at its height, another species of wills, authorized by the Roman law to be made by officers and soldiers of the army, called military testaments, was adopted, and applied to the testamentary dispositions of every person, whether he belonged to the army or otherwise. (Gilbert’s Rep. 260.) This was at a time when, by the feudal system of military tenures, real property was not devisable.
Ho particular form was required for a military testament, but the testator might declare his will in such manner, as the conjuncture in which he happened to be enabled him to do it, provided his intention appeared by good proof. (Domat, book 3, tit. 1, sec. 2, art. 15.) Thus a military testament might be made orally by the testator’s declaring his will in the presence of witnesses, which was called a nuncupative will; or it might be in the form of a written memorandum or declaration of his wishes respecting the
It was undoubtedly on the same principle upon which formalities were dispensed with in favor of military persons by the Roman law, the necessity of the case, that the English civilians, after the statute had required all wills to be in writing, admitted instructions for a will or an unfinished testamentary paper to probate, although the testator intended other solemnities should be observed before it operated as a will, in cases where by sudden death he had not a reasonable time to execute the will in the intended form.
This principle was applied to a will of lands, in Browns' case, (Keilway, 209,) soon after the passage of the statute
The importance of the principles involved in this case has induced me also to examine all the reported cases on the subject of informal, imperfect, unfinished or unexecuted wills of personal estate which have been decided in England since the statute of frauds. And with two or three exceptions, *which will be hereafter noticed, I find certain settled and uniform principles running through all the cases; or, at least, governing the decisions in those cases which are reported with sufficient accuracy to enable me to ascertain the grounds upon which the decisions took place. The distinction recognized in these decisions appears, to be between those cases where from the inspection of the testamentary paper, or from the positive testimony of witnesses, or circumstantial evidence, it satisfactorily appeared that the decedent intended the same to operate as his will, without any further act on his part, or the addition of any other formalities, and the cases where some other act or formality was supposed necessary was intended to be done or observed.
The first class of cases may be denominated imperfect or informal wills. They are to be carried into effect notwithstanding any lapse of time between the making of the same and the death of the testator, unless there is legal evidence of revocation, or the lapse of time, in connection with his acts and declarations, are sufficient to satisfy the court that the paper was deliberative only, and never was considered final by him.
The first case I have been able to find is Strish v. Pelham, (2 Vern. 647,) which belongs to the last class of cases. In 1686, the testator sent for a scrivener to make his will, who took it down in characters from his mouth, and it was read to and approved by the testator. The next day the scrivener brought the will properly drawn up for execution ; but the *testator, who had then become insensible, died in that state; and it was holden a good will.
The anonymous case before the delegates in 1704, (cited in Com. Rep. 453,) is not stated with sufficient certainty to enable me to ascertain upon what principle it was decided.
The case of Powell v. Beresford, before the delegates, in 1707, (2 Ld. Raym. 1282,) belongs to the first class. The decedent wrote a testamentary paper, which on its face was declared to be his last will for fear of mortality, till he could settle it more at large; by which he, gave a legacy for 1,0001 charged upon his real estate, and subscribed his name to the paper and gave it to the legatee. About a fortnight before his death, he declared he had left with the legatee unquestionable security for the 1,000l., which he had done for fear of mortality, until he could make a complete will, which he intended to do as soon as his wife was brought to bed. He died suddenly, two months after writing the will, while his wife was lying in; and it was admitted to probate.
The particulars of the case of Wright v. Walthoe, in 1710,
In the case of Habberfield v. Browning, in 1773, (4 Ves. 200, n,) the testatrix sent a letter of instructions to her attorney to draw up a will, but on the face of the paper it appeared that she intended the letter to operate as a will if she died before a formal will was drawn up, and for which further instructions were to be sent by her. She died a few months after the letter was sent, and before the will was drawn up. *The delegates pronounced in favor of the letter, as being intended as an absolute will if she died without making any other.
The case of Cobbald v. Baas, (4 Ves. jun. 201, note,) is one of those to which I have before alluded as exceptions to the general current of authority. It was decided in 1781, and is not therefore to be considered binding here, although it was for a time considered so in England. It bears a strong resemblance to the case now under consideration, except that the signature of the testator was there affixed to the will. It was a perfect will of real and personal estate, except that a blank was left for the day and month in the date. The usual attestation clause to wills of real estate was added, but there were no subscribing witnesses. The whole was in the handwriting of Savage, the testator. The judge of the prerogative court pronounced against this paper; but on appeal to the delegates, Sir W. H. Ashurst,
Doctor Adams, in a note to Beatty v. Beatty, (1 Adams, Rep. 159,) says, the doctrine of the ecclesiastical courts from an early period, until the decision of the delegates in Cobbald v. Baas, respecting testamentary papers with attestation clauses, but not in fact witnessed, was that extrinsic evidence must be given to rebut the presumption of law against the will, and to show that the testator intended it to operate in its present state without being witnessed. That decision, however, for some time governed the courts of probate, averse as they were to consider it settled law. But after the decision of the court of review, in Matthews v. Warner, in 1799, they reverted without scruple to the old doctrine of those courts, which has uniformly been adhered to in subsequent instances. He also adds, “the judgment of the court of delegates in Cobbald v. Baas, is now held not to be law.”
In Griffin v. Griffin, decided in 1790, where the decedent began a testamentary paper, but being called away to dinner, he locked it up, and nine days afterwards died suddenly, *the questions were whether this unfinished paper was a revocation of a former will, or whether it was to be established conjunctively with the former will. It was determined that the unfinished paper could have no effect. That the testator having lived eight days in health, without finishing it, the presumption of law was that he never meant to finish it. In reference to this case, Lord Lough-borough says, “one great principle in the testamentary courts, as to imperfect papers is that if the testator declares an intention as to property, and has time afterwards to put that in writing, and does not, the presumption is, either he had not made up his mind, or that he had abandoned the intention.” (5 Ves. 644.)
Again; in Coles v. Trecothick, (9 Ves. 249,) Lord Eldon
In 1796, the Master of the Rolls thus expresses his dissatisfaction with the practice of the ecclesiastical courts which had then been adopted in consequence of the decision in Cobbald v. Baas: “ I concur in the opinion dropped at the bar, that it is now almost absolutely necessary that the legislature should come to some regulation as to the forms necessary for wills of personal as well as real estate, from the habit the spiritual court has got into of granting probate of all the loose papers that can be found, and sending them to the Court of Chancery to be construed.”
In 1798, this objectionable precedent was again followed by a court of delegates in the case of Matthews v. Warner, (4 Ves. 194,) in which case two unfinished testamentary papers, both in the handwriting of the testator, dated and signed with his name, were admitted to probate, notwithstanding the testator lived five or six years after their date; but on an application to the king in council for a commission of review, the question was referred to the Lord Chancellor. In conformity to his opinion, a commission was issued to Beilby, bishop of London, Lord Kenyon, chief justice, and Lawrence, a junior justice of the court of King’s Bench, McDonald, *chief baron of the Exchequer, Sir William Scott, judge of the court of admiralty, Rooke, one of the justices of the Common Pleas, and two doctors of the civil law. In November, 1799, this court, consisting of the most distinguished judges and civilians in England, reversed the decision of the delegate, and restored the testamentary law of that country as it existed both there and in this state at the commencement of our revolution.
The same year the case of Stakes v. Percy (cited 1 Meriv. 512, was decided upon the will of Mary Collett. She made her will of real and personal property, dated in 1796, all in
So in Hammond v. Hammond, decided in 1801, (1 Meriv. 513,) a will of personal property only, made four years before the death of the testator, all in his own handwriting, but neither signed nor witnessed, was rejected. Then followed the case of Wade v. Overton, (1 Meriv. 513,) where the testator wrote a will of real and personal property commencing thus: “I, A. B., do make this my will, all in my own handwriting,” &c. A seal was affixed to it, but it was signed only on the first sheet, and was not executed in the presence of witnesses. As all the personal property was mentioned in the first sheet, the legatees insisted that the signature was intended to apply to that species of property only; but the court held the will must be taken altogether, and construed as a whole. It was therefore disallowed.
The case of Painter v. Painter, decided in 1802, (Meriv. 512,) was on a will on real and personal property made *by an attorney, written with the testator’s own hand. It was signed and sealed, and had a clause of attestation, but no witnesses. It was kept locked up with other papers of moment. He died suddenly, and this will was rejected.
In Walker v. Walker, in 1805, before a court of delegates composed of three common law judges and five doctors of the civil law, (1 Meriv. 503,) where the testatrix made a will of real and personal estate, and signed and sealed it, and a clause of attestation in the common form
From several of these last cases it would appear that the prerogative court intended to adhere to the principle that a testamentary paper, purporting to dispose of both real and personal estate, if it is not on its face a perfect and finished will of personal estate, shall not, from any extrinsic circumstances, be presumed to have been intended by the testator to take effect as to that part of the property only, when it could not be made operative as to the whole.
In Scott v. Rhoades, in 1809, (1 Phil. Rep. 12,) a will of personal property only of Thomas Burchall, a clerk in the Bank of England, who resided by himself, found very much in the situation of the will under consideration, that is, with a blank for the day of the month, with an attestation clause and seal affixed, ready for execution, but not signed or witnessed, was admitted to probate, on the .ground that its execution had been prevented by the act of God. But there it appeared on the face of the will that it had been written within a few days previous to his sudden and unexpected death; and there was other evidence from which it was inferred, that he actually intended to have executed it the very day on the morning of which he was found dead in his room. The language of Sir John Nichol in this case shows the strictness of the testamentary courts, where it is attempted to establish unfinished or unexecuted -wills on the ground that the testator was prevented by the act of God from executing them with *all the formalities originally intended. He says: “My predecessors in this place have held the rule strict that the proof must show a continuance of intention, and that the deceased was prevented from completing the instrument by the act of God. It is my duty to tread in their steps, and to adhere to those principles which they have laid down. I am not at liberty to de
From the commencement of Phillimore’s Reports, in 1809, to the present time, there is a regular series of reported cases in testamentary matters in England. Although I have carefully examined all those cases down to 1825, which have a. bearing upon that now before me, I have found no material departure from, the principles established in the previous adjudications. I shall therefore content myself with barely referring to such cases in their chronological order: Sandford v. Vaughan, (1 Phil. 48, 131;) Green v. Skipworth, (id. 53;) Devereaux v. Bullock, (id. 60;) Bone v. Spear, (id. 345;) Wood v. Wood, (id. 357;). Carstairs v. Pottle, (2 Phil. 30;) Read v. Phillips, (id. 122;) Monro v. Coutts, (1 Dow’s P. C. 437;) Huntington v. Huntington, (2 Phil. 213;) Sikes v. Snaith, (id. 351;) Satherthwaite v. Satherthwaite (3 Phil. 1;) Thomas v. Wall; (id. 23;) Musto v. Sutcliffe, (id. 104;) Lewis v. Lewis, (id. 109;) Friswell v. Moore, (id. 135;) Strauss v. Schmidt, (id. 209;) Buckle v. Buckle, (id. 323;) Boyle v. Maine, (id. 504;) Forbes v. Gordon, (id. 614;) Roose v. Moulsdale, (1 Addams, 129;) Beatty v. Beatty, (id. 154;) Pople v. Cunison, (id. 377;) Warburton v. Burrows, (id. 383;) Antrobus v. Nepeau, (id. 399;) Lavender v. Adams, (id. 406;) Doker v. Goff, (2 Addams, 42;) Montefiore v. Monteofire, (id. 354;) Allen v. Manning, (id. 490.)
The few testamentary cases which appear in the reports of our own country, tend to confirm the principles of the decisions above referred to from the other side of the Atlantic. (2 Nott. & McCord, 531; 2 Marsh. Kentucky Rep. 71; 1 Serg. & Rawle, 263; 12 Mass. Rep. 534.)
*In the case under, consideration, the decedent was a lawyer and well understood what formalities were necessary to make a valid will. Possessing a large real and personal estate, and without any natural relations, to whom either could descend in case of an intestacy, he had no object in making a will of the one without the other. Under such circumstances, twenty-seven years before his death, and while Ids bodily and mental powers were in full vigor, after providing for the support of the widow of his deceased brother, the only relative who had any particular claims upon his bounty, and giving a few pecuniary legacies to his executors and others, and to the church at which he worshipped, he determined to adopt the child of his old friend and fellow student as the heir to his overgrown property ; and to bestow the whole on him, on condition that he changed his name, and assumed that of the decedent; intending, no doubt, that he should raise up a family to perpetuate the name of Leake. For this purpose he prepared the will in question, ready for execution; precisely as he would have prepared a similar instrument to be executed by a client. From the appearance of this paper there can be but little doubt that in the year 1800, when the will appears to have been written, Leake had fully made up his mind to dispose of his property in the manner indicated by that instrument. But the question here is not what he then intended, but what he actually did. Whatever may have been the cause why the will was not then executed, it is morally certain he did not at that time intend it should take effect, in its unfinished state, as a will of his personal estate merely; leaving his real estate, which at that time probably constituted the bulk of his property to escheat.
The inquiry is not, whether at any time since he prepared that will, he intended to die intestate, but whether at the time of preparing this paper, and at the time of his death, he intended to dispose of his property by that instrument in its imperfect and unfinished state. The respondents rely upon the fact, that Leake went to his iron chest about two weeks before his death, and took therefrom certain papers which he destroyed, and left this paper there, as evidence
Although an actual signing of a testamentary paper may not be necessary to constitute a good will of personal property, yet the evidence of authenticity derived from the signature of the party is at this day so obvious, especially to a well informed lawyer, that surely he would not have hesitated to add such a proof of his recognition of the instrument. If a pen was to him a torpedo, as he declared in a letter to a friend, he would at least have risked one slight shock, and have filled in the date and put his name to the paper, with a note or memorandum that he wished it to operate as a bequest of his personal estate. It must be remembered that between the time when this will was prepared with so much care, and that when he last visited the depository of the evidences of his great wealth, which he had been hoarding up with such miserly care for so many years, circumstances had materially changed. Two of the executors named in the will had descended before him to the tomb, and the other two must probably soon follow; some of the legatees were dead, and he had survived James, the black man, one of the objects of his bounty, more than twenty years. The stock of the old United States Bank, the dividends of which were by the
With all this change of circumstances, if Leake, in the last hour of his life, or at the time when he last visited the iron chest, had been asked, do you intend thus to dispose of your personal ^property by this will ? to leave your brother’s widow unprovided for, the faithful Casey without a shilling, and to let your immense real estate escheat to the people of the state? Is it possible to believe he would have answered in the affirmative? I cannot bring my mind to the conclusion that he ever intended to separate his personal property from the realty; or leave this instrument, unexecuted, as the legal evidence of his final intentions in respect to either.
Neither do I believe he intended to die intestate. With the counsel for the public administrator, I am inclined to think he was doubting as to what disposition should be made of the wealth which he could not carry with bim ; probably hesitating between the son of his old friend, who had disappointed him in the expectation of perpetuating his name, and the relative of his step-mother, avIlo, as he expressed it, was “ fiddling with his steam mill at the south.” In this state of doubt and uncertainty, the slowly wasting oil of life was at length exhausted; the lamp Avas extinguished; and the laws of his country have Avritten his testament.
This question being disposed of, the next that arises is which of the two appellants is entitled to letters of admin
The surrogate having decided that the allegation of interest was sufficient to entitle Norton to be heard, it was correct that the evidence in relation to his interest, and that which related to the validity of the paper propounded as a will, were permitted to proceed pari passu. (Waller and Smith v. Hesseltine and Burgh, 1 Phil. 170.) But in looking into the testimony as to the interest of Norton, there is no pretence that he is the next of kin to John Gr. Leake. He was his relation by affinity, but not by consanguinity. John Leake of the Hermitage was the great uncle of John L. Norton; and the father of John Gr. Leake married a step-daughter of John Leake of the Hermitage. They were thus distantly related by marriage; and this accounts for all the declarations of the testator that Norton was his relative.
There must be a decree entered on these appeals, revers
All doubt on the subject of subscribing and attesting wills are removed by statute. See R. S. (4th ed.) 246, sec. 33.
1. The statutes require that the testator must subscribe bis name at the end of the will. 2. Such subscription must be made in the presence of each of the attesting witnesses, or acknowledged by the testator to have been so made, to each of the witnesses. 3. The testator, at the time of mar king such subscription, or at the time of acknowledging the same, shall declare the instrument so subscribed, to be his last will and testament. 4. There must be at least two subscribing witnesses, each of whom shall sign his name at the end of the will, at the request of the testator. See also Brinckerhoof v. Remsen, 8 Paige, 491; Ghaffee v. Baptist Missionary Convention, 10 Paige, 86; Nelson v. McGriffert, 3 Barb. Ch. 158; Rutherford v. Rutherford, 1 Denio, 35; Tonnele v. Hall, 4 Comst. 140.