Case ID: mills-surr_1/html/0313-01.html
Source: Caselaw Access Project
Author: {"author": "\n      Varnum, S.", "license": "Public Domain", "url": "https://static.case.law/"}
Date Created: 2024-08-24T03:29:51.129683

Matter of Application for the Probate of the Will of Charles C. Backus, Deceased.
    
      (Surrogate’s Court, New York County
    
    
      Filed November, 1899.)
    Will — Not Wholly Revoked by Trust Deed Unless Latter Executed Like a Will.
    A will cannot be wholly revoked by a trust deed containing a provision to that effect unless the deed was executed by the testator with the same formalities with which a will is required to be executed. The only exceptions to this rule are where revocation is effected by marriage and the birth of issue or by the subsequent marriage of an unmarried woman.
    Reversed 49 App. Div. 410.
    Proceedings upon the probate of a will.
    Logan, Demond & Hardy, for proponent; Edward O. James, for contestant.
   Varnum, S.

The decedent by will dated March 23, 1880, gave to his son and daughter in equal shares his estate and appointed both of them his executors. In opposing the probate of this will the contestant has put in evidence a trust deed executed by the decedent on July 19, 1897, whereby he conveys “ all and singular my property and estate of every kind and nature whatsoever, whether real, personal or mixed, wherever the same may be,” to be held in trust during decedent’s life for his use and benefit and that of his children, and after his death, after a special allowance to his son for past services, to pay over to him one-half of the capital and hold the other half in trust for his daughter during her life. The trust deed also contains the following provision: “And I hereby revoke, annul and cancel any last will and testament by me heretofore made, sealed, subscribed, published and declared as and for my last will and testament.” The trust deed was not executed with the formalities prescribed by law for the execution of wills. It appears from the petition that the decedent left no real estate, but a considerable personal estate, and that both the legatees, who were his only issue, survived him. Contestant claims that by the execution of the trust deed containing the last-mentioned clause the will of 1880 was revoked under the provisions of sections 47 and 48 of article 3, title 1, chapter 6, part II, of the Revised Statutes. Section 42 of the article above referred to provides that wills, except in the cases hereinafter mentioned,” can only be revoked or altered by another will or other writing when the latter is “ executed with the same formalities with which the will itself was required by law to be executed.” Sections 43 and 44 contain evidently the only exceptions above referred to, namely, revocation of a will by marriage and birth of issue or by the subsequent marriage of an unmarried woman. Sections 47 and 48, in my opinion, relate only to a revocation of devises or bequests contained in wills, and not to revocation of the wills themselves. See Burnham v. Comfort, 108 N. Y. 540; Matter of Dowd, 58 How. Pr. 109; Brown v. Brown, 16 Barb. 569; McNaughton v. McNaughton, 34 N. Y. 203; Adams v. Winne, 7 Paige, 100-101; Vandemark v. Vandemark, 26 Barb. 418. Hence, while devises and bequests may be revoked by a deed, the will itself cannot be wholly revoked, except in the •cases specified in sections 43 and 44, in any other manner than those prescribed by section 42. The fact that all the devises and bequests under the will have been virtually revoked under the provisions of sections 47 and 48 by the execution of the trust deed on July 19, 1897, does not, in my opinion, make any difference. The trust deed, if valid, affected only such property .as was owned by the testator at the date of its execution, for a deed speaks only from the time of its delivery and covers no -subsequently acquired property. The will remains unrevoked .as to such subsequently acquired property, if any there may .be, and as to the appointment of executors, even if the trust deed be found valid. The will may, therefore, be admitted to probate for what it is worth.

Probate decreed.