Page images
PDF
EPUB

by writing on the bottom of that page, continued on sheet one, and so on until any number of sheets of paper with testamentary provisions thereon be made a part of the instrument which is signed on the first page?

We have thus given some of the reasons which have led us to the conclusions:

First. That the O'Neil case requires this court to hold that this will was not signed at the end.

Second. That the attempted distinction may not be justified on the ground that it cannot be made to so operate as to permit frauds which it was the design of the legislature to prevent.

There now remains for consideration the basis upon which it is sought to found the distinction.

Reference is made to the rule stated in Williams on Executors, at page 97, "if a testator in a will or codicil or other testamentary paper, duly executed refers to an existing unattested will or other paper the instrument so referred to becomes a part of the will," and other authorities tending to the same direction being cited, it is asserted that within the principle thus established "a testator may write substantial portions of his will upon the margin of the document, or upon the back of the paper, or upon the paper annexed to the will, if such provisions are referred to in the body of the instrument and connected therewith by means of asterisks, words or symbols indicating their relation to the provisions on the face of the paper."

A brief reference to the state of the law relating to the execu tion of wills in England will make it apparent that neither the decisions of its courts nor the rules deduced therefrom by English text writers can be made applicable to cases arising under our

statute.

Prior to January 1, 1838, no solemnities were necessary for the making of a will of personal estate. Wills were admitted to probate which did not contain either the signature or seal of the testator and were in the handwriting of some other person, while the statute of frauds provided the formalities of signature and attestation necessary for a devise of lands. By statute, 1 Vict., chap. 26, § 9, it was provided "that no will shall be valid unless it shall be in writing and executed in manner hereinafter mentioned; that is to say, it shall be signed at the foot or end thereof by the testator or by some other person in his presence and by his direction, and such signature shall be made or acknowledged by the testator in the presence of two or more witnesses present at the same time, and such witnesses shall attest and shall subscribe the will in the presence of the testator, but no form of attestation shall be necessary." This act took effect January 1, 1838. A new ground of contest in the courts was now presented as to what should be considered a signing of the will at the end or foot thereof. Mr. Williams, in his work on Executors, page 78, says the tendency was at first in the direction of a liberal construction of this part of the statute, but afterwards it was deemed necessary to take a more rigid view of the enactment on the ground that it was intended to N. Y. STATE REP., VOL. XXXVI. 62

1

prevent any addition being made to the will after the deceased had executed it. Accordingly, probate was refused in a great number of cases.

This result, not at all surprising, in view of the fact that prior to 1838 testamentary dispositions of personalty were frequently given effect where the testator had not even signed or authorized the signing of the writing, led to the passage of the statute, 15 Vict., chap. 24, entitled "An act for the amendment of the laws with respect to wills," passed June 17, 1852. Section 1 provides as follows: "Where by an act passed in the first year of the reign of Her Majesty Queen Victoria, entitled 'An act for the amendment of the laws with respect to wills,' it is enacted that no will shall be valid unless it shall be signed at the foot or end thereof by the testator or by some other person in his presence and by his direction; Every will shall, so far only as regards the position of the signature of the testator or of the person signing for him as aforesaid, be deemed to be valid within the said enactment, as explained by this act, if the signature shall be so placed at or after, or following, or under, or beside, or opposite to the end of the will that it shall be apparent on the face of the will that the testator intended to give effect by such his signature to the writing signed as his will, and that no such will shall be affected by the circumstance that the signature shall not follow or be immediately after the foot or end of the will, or by the circumstance that a blank space shall intervene between the concluding word of the will and the signature, or by the circumstance that the signature placed among the words of the testimonium clause or clause of attestation shall follow, or be after, or under the clause of attestation, either with or without the blank space intervening, or shall follow, or be after, or under, or beside the names, or one of the names of the subscribing witnesses, or by the circumstance that the signature shall be on a side or page or other portion of the paper, or papers, containing the will, whereon no clause or paragraph or disposing part of the will shall be written above the signature, or by the circumstance that there shall appear to be sufficient space on or at the bottom of the preceding side or page or other portion of the same paper on which the will is written to contain the signature; and the enumeration of the above circumstances shall not restrict the generality of the above enactment, but no signature under the said act or this act shall be operative to give effect to any disposition or direction which is underneath or which follows it, nor shall it give effect to any disposition or direction inserted after the signature shall be made."

Clearly it needs no other argument than is furnished by a statement of the practice in England respecting the probate of wills prior to 1838 and a reading of the amendment of 1852 to demonstate the inapplicability of English decisions to a question like that before us. By statute the English courts are commanded to consider the intent of the testator in determining whether there was a due execution. With us it is the intention of the legislature and not that of the testator which controls such a question. Matter of O'Neil.

Williams on Executors, Jarman on Wills and the English decisions cited need not, therefore, receive other consideration.

Van Cortlandt v. Kip, 1 Hill, 590, decides simply that a codicil duly executed will amount to a republication of the will causing it to speak as of the date of the codicil, and that when such is the case both should be read and construed together as one instrument. That proposition does not admit of controversy. Caulfield v. Sullivan, 85 N. Y., 153-160. But it is difficult to see how it can be made available in the disposition of the question now presented.

In Brown v. Clark, 77 N. Y., 369, a woman executed her will, subsequently married, and then in due form executed a codicil which after describing the will executed before marriage continued as follows: "I do hereby republish, reaffirm and adopt the aforesaid instrument as my present will in like manner as if so executed by me, but modified pursuant to this codicil, which in connection with, and amendment of my said will I now publish and declare together as constituting my last will and testament." And at the execution thereof the testatrix declared the instrument to be "a codicil to her last will and testament, and a reaffirmation of the latter." As her marriage operated to revoke the will, 2 R. S., 64, § 44, the question presented was whether the execution of the codicil was a republication of the will. And such was held to be its legal effect. No other question was involved or decided, although reference was made to certain English decisions, which are not deemed in point for reasons already given.

*

Matter of Commissioners of Washington Park, Albany, 52 N. Y., 131, was a proceeding instituted to acquire title to lands under a statute requiring that in the petition the real estate sought to be taken must be fully described, and the names and places of resi dence of the parties owning or claiming an interest in the real estate stated. In the body of the petition the real estate was referred to as "hereinafter fully described and set forth," and the petition further declared that "hereafter is stated the names and places of residence of the parties * * ." Annexed to the petition were schedules containing the recitals called for by the statute. It was held that the schedules formed part of the petition, and that there was a sufficient compliance with the statute. That case does not seem to be applicable here. The statute is not the same, nor the object sought to be accomplished. It did not require that the paper should be subscribed at the end. And the reasons which induced the legislature to require that in case of wills the provisions thereof should all be written before the signature did not exist.

Tonnele v. Hall, 4 N. Y., 140, was considered by this court in the O'Neil case, and need not be again referred to. The reference thus made to the authorities cited in support of the proposition enunciated in Williams on Executors may well be concluded by a quotation from the opinion in the O'Neil case. "It is not believed that any paper or document containing testamentary provisions not authenticated according to the provisions of our statute of wills has yet been held to be a part of a valid testamentary dis

position of property, simply because it was referred to in the body of the will."

It is sought to further distinguish this case from O'Neil's on the authority of certain cases in which the effect of an interlineation or erasure are considered. Crossman v. Crossman, 95 N. Y., 145, is the only case cited in which the question arose under our statute. In that case a will was executed in duplicate; in one there was an interlineation of the name of one of the executors, and it was noted at the bottom of the will before the attestation clause. The interlineation was necessary to make the two wills precisely alike. And Judge Earl, in delivering the opinion of the court, said: "Where an interlineation fair upon the face of an instrument is entirely unexplained, we do not understand that there is any presumption that it was fraudulently made after the execution of the instrument. But here the interlineation was noted at the bottom of the instrument before the attestation clause, and so, too, the interlineation was necessary to make it a duplicate. Taking all these circumstances there was sufficient to cast the burden upon the contestants to show that the interlineation was fraudulent and unauthorized."

* * *

Now can it be said that the provisions on the back of this instrument constitute an interlineation? They do not appear on its face; and do not have any necessary connection with that which precedes or follows them. Clearly such a determination is not supported by the Crossman case. And that decision should not be carried beyond its terms in order to obtain a basis for distinguishing this case from that of O'Neil's.

The judgment should be reversed and petition for probate dismissed, with costs.

BROWN, J. (dissenting.)-The appellant claims that the judg ment should be reversed upon the authority of Hewitt's case, 91 N. Y., 261, and O'Neil's case, id., 516.

In Hewitt's case the witnesses signed in the middle of the will and the facts have no similarity to the present case.

In O'Neil's case the will was written on printed form consisting of one sheet of four pages. The blank left for the insertion of special and substantial parts of the will was nearly three pages, and the formal termination and attestation clause was at the end of the third page. This was all filled up and being of insufficient size to contain all the provisions the testator desired to make, the remaining portion was carried to the fourth page.

The names of the testator and witnesses appeared at the foot of the third page. These facts are similar to those in the case before us, but in one very essential particular the cases differ.

In O'Neil's case there was no reference in the body of the will to the writing on the fourth page and that part of the will was in no way authenticated, and this circumstance was referred to by Judge Ruger in his opinion.

In this case there is a clear and distinct reference in the body of the will to the provision on the back of the paper and they are

493 connected by means of the words in parenthesis and their relation to each other indicated.

It is well settled that an interlineation or erasure on the face of a will does not necessarily destroy it, and there is no presumption where it is fair upon its face that it was made after execution. Crossman v. Crossman, 95 N. Y., 145; Speake v. United States, 9 Cranch, 37; Bailey v. Taylor, 11 Conn., 531; Jarman on Wills, vol. 1, p. 144.

So it is also established by numerous authorities that any written testamentary document in existence at the execution of a will may by reference be incorporated into and become a part of a will, provided the reference in the will is distinct and clearly iden tifies or renders capable of identification by the aid of extrinsic proof the document of which reference is made. Van Cortlandt v. Kip, 1 Hill, 590; Brown v. Clark, 77 N. Y., 369; Matter of Comm'rs of Washington Park, 52 id., 131-134; Tonnele v. Hall, 4 Comst, 145; Burton v. Newbery, L. R., 1 Ch. Div., 239; Williams on Executors, 97; 1 Jarman on Wills, 78.

I think this will may be sustained within the principle of the authorities cited.

It would be quite too narrow a construction of the statute to hold that in no case is a will valid when a substantial provision was written below the signature when such provision is connected with the body of the instrument by a clear and distinct reference made to them.

By such reference it is incorporated into and becomes a part of the will, and no distinction is apparent between such a case and one where the testator writes upon the margin of the instrument or between the lines, and connects such writing with the body of the paper by an asterisk or hyphen.

In this case there are no suspicious circumstances appearing on the face of the will. It is all in one handwriting, and it is proved beyond question that the will was read to the testator and was executed in the condition it now appears, and the testator understood perfectly that part of the will was on the back of the paper. The words "carried to back of will" on the face of the paper and the word "continued" on the back connect the two parts and indicate their relation to each other, and, in determining where the end of the will is, the writing on the back is to be read as if writ ten on the face of the will.

No one could read this will in the ordinary way and reach the end without reading that part on the back of the paper. When the words "carried to back of will" are reached, one naturally turns to the back of the paper and the word "continued nects the parts. When that part on the back is read, the reader returns to the face of the paper and resumes the reading at the beginning of the clause appointing the executor.

con

The case would be the same if, instead of adopting the course pursued, the draftsman had written on the margin of the face of the paper what appears upon the back and connected it with the body of the instrument with an asterisk.

The case does not fall within the mischief that the statute was

« PreviousContinue »