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Matter of Klein

Appellate Division of the Supreme Court of New York, Second Department
Nov 4, 1985
114 A.D.2d 848 (N.Y. App. Div. 1985)

Opinion

November 4, 1985

Appeal from the Surrogate's Court, Kings County (Bloom, S.).


Decree affirmed, with one bill of costs payable by appellants appearing separately and filing separate briefs to respondents appearing separately and filing separate briefs.

The claimants allege that the decedent and her late husband executed mutual wills and at the same time executed an agreement that these wills would be irrevocable. It is undisputed that the decedent inherited all of her husband's estate under his will. The decedent subsequently made a new will, and the alleged agreement cannot be located. The Surrogate found that there was no clear and convincing evidence of the existence of the agreement and all of its terms, and we agree.

An agreement to make a testamentary disposition must be proven in all essential particulars by the clear and convincing testimony of disinterested witnesses (Wallace v Wallace, 158 App. Div. 273, affd 216 N.Y. 28). In this case, there was testimony from only one disinterested witness and, while her testimony tended to prove that such an agreement existed, she admitted that she did not know any of the terms of the agreement.

While one interested witness did testify as to the terms of the agreement, the reliability of his testimony is questionable since the court had no record of the agreement which the witness claimed to have found in the Surrogate's Court's files. Such evidence is not of the "indisputable" character required to attribute to a will the quality of irrevocability (see, Edson v Parsons, 155 N.Y. 555, 568). Furthermore, the decedent's husband's will made a bequest to decedent "absolutely and forever". Such language is inconsistent with a divestiture of testamentary power (Glass v Battista, 43 N.Y.2d 620). Mangano, J.P., Gibbons, Thompson and Kunzeman, JJ., concur.


Summaries of

Matter of Klein

Appellate Division of the Supreme Court of New York, Second Department
Nov 4, 1985
114 A.D.2d 848 (N.Y. App. Div. 1985)
Case details for

Matter of Klein

Case Details

Full title:In the Matter of the Estate of JULIA KLEIN, Deceased. HENRY EMMER et al.…

Court:Appellate Division of the Supreme Court of New York, Second Department

Date published: Nov 4, 1985

Citations

114 A.D.2d 848 (N.Y. App. Div. 1985)

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