Case Name: DUERINGER et al. v. KLOCKE et al.
Court: County Court of New York, Erie County
Jurisdiction: New York
Decision Date: 1914-07
Citations: 149 N.Y.S. 332
Docket Number: 
Parties: DUERINGER et al. v. KLOCKE et al.
Judges: 
Reporter: West's New York Supplement
Volume: 149
Pages: 332–336

Head Matter:
(86 Misc. Rep. 404)
DUERINGER et al. v. KLOCKE et al.
(Erie County Court.
July, 1914.)
1. Wills (§ 740 ) — Destruction by Consent — Effect—Written Contract.
Where testatrix devised her entire estate to her daughters to the exclu- • sion of her sons, and shortly after her death all her children met, and without any fraud or overreaching the will by agreement was destroyed, this vested in each child an undivided interest in the estate as heir at law; and hence there was no necessity of the execution of a written agreement to that effect.
[Ed. Note. — For other cases, see Wills, Cent. Dig. §§ 1888-1895; Dec. Dig. § 740.*]
2. Wills (§ 717*) — Renunciation of Devise — Sufficiency.
Renunciation of a devise need not be by deed, but is sufficient when made by unequivocal acts of the devisee.
[Ed. Note. — For other cases, see Wills, Cent. Dig. §§ 1711-1716; Dec. Dig. § 717.*]
3. Wills (§ 717*) — Renunciation of Devise — Sufficiency—Destruction of Will.
Destruction of a will with the consent of devisees having full knowledge of its contents and of the effect of their act was sufficient to meet the requirement that a disclaimer by a devisee of his rights under the will must be precise, explicit, and evidenced by some solemn declaration.
[Ed. Note. — For other cases, see Wills, Cent. Dig. §§ 1711-1716; Dec. Dig. § 717.*]
4. Wills (§ 717*) — Renunciation of Devise — Consideration.
A consideration is not essential to the validity of a devisee’s disclaimer of his rights under a will.
[Ed. Note. — For other cases, see Wills, Cent. Dig. §§ 1711-1716; Dec. Dig. § 717.*]
Action by Augusta Dueringer and others against Henry Kloclce and others. Motion to set aside a verdict for defendants.
Motion denied.
See, also, 78 Misc. Rep. 417,139 N. Y. Supp. 676.
B. N. Schaffer, of Buffalo (Emil Rubenstein, of Buffalo, of counsel), for plaintiffs.
Frank Harding, of Buffalo, for defendant Klocke.
For other cases see same topic & § NUMBER in Dec. & Am. Digs. 1907 to date. & Rep’r Indexes

Opinion:
LAING, J.
The issue involved in this action is as to whether or not the plaintiffs are still entitled to the interest in their mother's estate given them by her will. Under the mother's will the sons were not beneficiaries. Shortly after the mother's death the children met at the residence of one of the defendants, read the will, and finally at the same meeting the will was destroyed. The next day, as claimed by the defendants, and within a few days, as claimed by the plaintiffs, the defendant Charles A. Klocke presented to the plaintiffs, and the plaintiffs signed, a paper wherein they—
"agree to waive any and all wills made by their deceased mother and consent that her real and personal property be divided among her children share and share alike."
Some time thereafter this action was commenced, and in the original complaint the plaintiffs claim only the interest in their mother's estate to which they would be entitled as heirs. The defendants claim that the destruction of the will was in accordance with the wish of the plaintiffs, and that the paper referred to above was signed by the plaintiffs with full knowledge of its contents. The position of the plaintiffs is that at this meeting when the will was read the brothers were very angry because they had not been mentioned in the will; the plaintiffs were greatly depressed because of the recent death of their mother, that the defendants, especially the defendant Charles A. Klocke, is a man of much business experience, and that the brothers practically took into their own hands the matter of the destruction of the will, and that although the plaintiffs saw the will put into the stove, and did not attempt to stop its being burned, they did not consent to its destruction, and did not understand when it was destroyed that they were thereby giving up their interest under the will, but understood that the brothers wished the will destroyed so that it could not be filed and thereby disclose to the public that the brothers were not mentioned in their mother's will. In regard to the paper signed by the plaintiffs they claim that this paper was presented to them by Charles A. Klocke, and they were told by him to sign it, and that they signed it without any consideration, and without any knowledge of its contents. The issues in this action were tried before a jury, and the jury were directed, in substance, that if any fraud was practiced upon the plaintiffs in the destruction of the will, or in procuring the signatures to this paper, that is, if the brothers, whether intentionally or not, took advantage of the depressed state of mind of their sisters, and their lack of business experience, and unconscionably induced them to consent to the destruction of this will, the verdict of the jury should be for the plaintiffs. The jury did not find for the plaintiffs, but found that the property involved in this action should be divided among the parties to this action as heirs of their deceased mother.
The matter now comes before me on a motion by the plaintiffs to set aside the verdict because the direction of a verdict in favor of the plain tiffs was not granted at the trial, and because the verdict is contrary to law. The plaintiffs claim that the destruction of the will, even though agreed to, did not take away from them their rights under the will, and-that the paper subsequently signed by them did not take away such rights. They urge that there was no consideration to support an agreement to destroy the will, and no consideration to support this writing which they subsequently signed; that the writing does not purport to convey their interests, in the real estate, and was not in form and manner of execution a paper which conveys real estate; that at the time this will was destroyed and this paper was signed their rights under the will had vested and they could not be divested of such rights except by an instrument appropriate to convey real estate.
The specific proposition first argued by the counsel for plaintiffs is that the writing signed by them was an executory contract, and that it was void because of lack of consideration, and because it was insufficient to pass title to real estate. In my opinion the transaction which involved the rights of these plaintiffs under the will was the transaction which occurred at the meeting when the will was destroyed. The understanding of the parties, I take it, was that by the destruction of this will they thereby became entitled to share in their mother's estate equally. The only apparent object in view in the execution of the paper, which was subsequently signed, was to put the plaintiffs, who had been favored under the will, on record. My conclusion is that when the will was destroyed, if it was destroyed without any fraud or overreaching, as the jury found, nothing further was- required to be done in order to vest in each of the children an undivided interest in his or her mother's estate as heir at law. There was no occasion for subsequently executing an executory contract, and the evidence does not warrant a finding that this paper was signed as such a contract.
It is further urged that renunciation of real estate by a devisee must be by deed. It was so held in Bryan v. Hyre, 1 Rob. (Va.) 94, 39 Am. Dec. 246. The same proposition has been laid down in other cases, but the weight of authority seems to be that unequivocal acts on the part of the devisee may amount to a sufficient renunciation. Schouler, Wills & Administration, 537, § 489; 1 Jarman, Wills (6th Ed.) 556; 40 Cyc. 1893-1898; Burritt v. Silliman, 13 N. Y. 93, 64 Am. Dec. 530; Defreese v. Lake, 109 Mich. 415, 67 N. W. 505, 32 L. R. A. 744, 63 Am. St. Rep. 584; Tarr v. Robinson, 158 Pa. 60, 27 Atl. 859; Matter of Lansing, 182 N. Y. 238, 74 N. E. 882; Matter of Ripley, 122 App. Div. 419, 106 N. Y. Supp. 844.
Plaintiffs also contend that even if a deed is not required, the evidence does not warrant a finding that there was in this case a disclaimer by the plaintiffs. A disclaimer to be sufficient must be precise, explicit, and evidenced by some solemn declaration. Webster v. Gilman, Fed. Cas. No. 17,335.
The agreement which resulted in the destruction of the will seems to meet all of these requirements. The jury have found that the agreement then made, and the destruction of the will which followed, were free from fraud or unfair advantage. The. agreement as claimed by the brothers was precise and explicit, and the destruction 'of the will certainly complies with the requirement as to a solemn declaration.
The fact that there can be a disclaimer by a devisee, and that when such disclaimer meets the requirements of the law title does not vest in the devisee under the will, seems to be abundantly sustained by the authorities.
"But if the grantee once assents, and the title thereby becomes vested in him, he cannot, by any disclaimer, revest the estate in the grantor. For if he could, the disclaimer would have the effect of a deed, which it cannot have; the object of the latter being to transfer property — of the former to prevent a transfer. But in a case of dissent, the heir cannot, by any disclaimer, prevent the estate from passing to him. It vests in him immediately upon tne death of the ancestor; and no act of his is required to perfect his title. He cannot, by any act, cause the estate to remain in the ancestor; for the latter is incapable of holding it, after his death. Nor can he, by a disclaimer, transfer the estate to any other person, as the heir of the ancestor: for, as has already been observed, the object of a disclaimer is not to convey, but to prevent a conveyance. ~ A devisee, however, stands in the same situation as a purchaser. If he dissents, the estate passes to the heir, in the same manner as if no will had been made. It is entirely optional with him to take or refuse the estate devised." Watson v. Watson, 13 Conn. 83.
To the same effect, see Jarman, Wills, 586; Page, Wills, § 744; Schouler, Wills & Administration, 537, § 489; 40 Cyc. 1893; 18 Am. & Eng. Ency. of Law, 743; 3 Washb. Real Prop. 402, § 2, subd. 4; 4 Kent's Comm. 533, 534.
Some cases are cited by counsel for plaintiffs which require consideration.
Elderkin v. Rowell, 42 How. Prac. 330, is a case where the owner of real property left a widow and five children and an unsigned will. The family got together and signed a paper agreeing to abide by the terms of this unsigned will. As appears by the cases above cited the situation of heirs at law and devisees under a will is not the same. Heirs at law take the property of the decedent immediately and cannot disclaim. Their rights amount to the title to real property and can only be divested by deed. Devisees, on the contrary, may disclaim, and when the disclaimer is effectual no title vests in them.
In Minehan v. Hill, 144 App. Div. 854, 129 N. Y. Supp. 873, the agreement before the court was between an heir and one who had taken care of deceased and expected to be a devisee. The agreement was between these persons, and their agreement was to share equally in the property of the deceased whether or not there was a will. When the agreement was made neither knew whether or not there was a will. The person who expected to be a devisee sued to enforce this agreement. It was held that the agreement could be enforced, and that the mutual promises were a sufficient consideration. It thus appears that the heir was being sued. This case is cited because it appears that the matter of consideration was treated as the controlling fact in the case. This decision I do not regard as authority for the claim that a disclaimer by a devisee under a will must be supported by consideration.
Bunn v. Bartlett, 8 N. Y. Supp. 160 , is a case where the will was made. An agreement was made by all the children who were devisees, who had not all received an equal amount under the will, which agree ment in form and manner of execution was sufficient to make an equal division of the testator's property among his heirs whether or not the will should be probated. The principal thing considered in the opinion of the court was the matter of consideration. It was held that there was sufficient consideration. Landon, J., says:
"All the heirs received something under the will. Bach one released his or her portion to all, and all united in granting to each one an equal portion of the whole. There was, moreover, the consideration of love and affection, and the desire that family harmony should not be destroyed by an unequal distribution of their father's bounty."
Without doubt this case is an authority for the claim of the plaintiffs that the division of the property of the deceased in this case by the children otherwise than as provided in the will should be supported by a consideration. Although I have given this case a good deal of consideration I feel constrained to follow what I find to be the weight of authority, and that is that a devisee may disclaim his rights under the will without consideration, and that the disclaimer may be otherwise than by deed or by record, and that when such disclaimer is made the title does not vest in the devisee under the will.
There is another matter which is argued by counsel for defendant, and that is that by bringing this action and alleging in the original complaint that these plaintiffs were entitled to recover only as heirs at law the plaintiffs thereby made an effectual disclaimer of any rights under the will. This fact, whether or not it has the force claimed for it by defendants' counsel, doubtless does tend to support the claim of the defendants that the destruction of the will and the signing of the paper thereafter were acts which were understood by plaintiffs.
It would have been more in accord with my feelings if I could have reached a different conclusion in this case, but after the verdict of the jury there is nothing left for the court but to follow the law, and that I have endeavored to do as I understand it.
The motion of the plaintiffs will therefore be denied.
Motion denied.
Reported in full in the New York Supplement; reported as a memorandum decision without opinion in 54 Hun, 639.