Court Opinion

ID: 6133981
Source: CourtListenerOpinion
Date Created: 2022-02-04 21:32:44.033987+00
Date Added: 2024-06-11T08:54:27.073757
License: Public Domain

Follett, J.:
Appeal from a decree of the surrogate of Jefferson county, refusing to admit to probate the will and codicil of Harriet Chase, deceased.
The draughtsman of a will, though he is an attorney, is not incompetent under section 835, Code Civil Procedure, to testify in support of the will, to the instructions received from the testator in respect to the provisions to be incorporated in the will. (Sheridan v. Houghton, 6 Abb. N. C., 234; S. C., 16 Hun, 628; affirmed, 84 N. Y., 643; Matter of Chapman, 27 Hun, 573; Whelpley v. Loder, 1 Dem., 368; Hebbard v. Haughian, 70 N. Y., 54.) A trustee under a will, who is entitled to a reasonable compensation for his services, is not incompetent under section 829 of the Code of Civil Procedure, to testify in support of the will. (Code of Civil Pro., § 2544; Rugg v. Rugg, 83 N. Y., 592; In re Will of Huestis, 23 N. Y. Weekly Dig., 224.) Proponent’s offer to prove, by the draughtsman of the will (who is an attorney and also a trustee under the will), the instructions received, and that they were carried out by *205the will, was erroneously rejected. The ruling that Helen A. Bearup is incompetent, under section 829, Code Civil Procedure, to testify to personal transactions with the testator, was error. She is not a legatee or devisee, and falls within the rule applicable to executors.
It was error to permit the contestant to prove, over proponent’s objection and exception, by Munson Cook, the statements of the draughtsman ; and it was also error to permit the contestant to prove like statements by Emma Lawton. The declarations of the draughtsman in respect to the mental condition of the testatrix were incompetent. It was incompetent for the contestants to show by these witnesses that the draughtsman made statements indicating that, in his opinion, the testatrix was incompetent to transact business. Had he testified he might have been contradicted, but his evidence was excluded by the surrogate. These errors are not such as may be disregarded under section 2545, Code Civil Procedure, because they bear directly upon the issue of fact upon which the decree rests.
The decree of the surrogate is reversed and a new trial is ordered before a jury upon the issues to be settled, with costs to abide the event.
Boardman, J., concurred.
Hardin, P. J.:
Because Helen A. Bearup was the donee of a power, with compensation for “ services and care,” it does not follow that she was beneficially interested, or disqualified from testifying to the execution of the will. (McDonough v. Loughlin, 20 Barb., 238; Pruyn v. Brinkerhoff, 57 id., 176; S. C., 7 Abb. [N. S.], 400; Children's Aid Society v. Loveridge, 70 N. Y., 387; Rugg v. Rugg, 21 Hun, 383; affirmed, 83 N. Y., 592; Code Civ. Pro., § 2544.)
I concur in brother Follett’s opinion, and agree that the erroneous rulings by the surrogate call for a reversal.
Decree of the surrogate of Jefferson county reversed, and a new trial ordered of issues of fact, before a jury .in the Circuit Court in Jefferson county. Order to be settled by Justice Follett. Costs of this appeal to abide the final direction of the surrogate.