In re the Estate of Fodera
Opinion of the Court
— In a probate proceeding, the appeals are from a decree of the Surrogate’s Court, Richmond County (Rubin, S.), dated August 2,1982, which admitted the decedent’s will dated February 5, 1979 to probate. Decree reversed, on the law and in the interest of justice, and matter remitted to the Surrogate’s Court, Richmond County, for a new trial, with costs to abide the event. Decedent Gamillo Fodera died on March 31,1979. In June of 1979, a will dated June 4, 1978 was offered for probate by appellant Leonard Fodera. Thereafter, petitioner Anthony Fodera presented a will dated February 5, 1979 for probate. Appellants objected to the admission of the later will to probate, alleging that the date of the will had been altered and that the instrument was a forgery. While it is undisputed that the year on this will was altered from “1971” to “1979”, petitioner denied the appellants’ claim that the will was signed by the decedent prior to 1977 and was not duly executed on February 5, 1979. Following a trial on this issue, the jury concluded that the will of February 5, 1979 had been duly executed and was not a forgery. In a decree dated August 2, 1982, the will was admitted to probate. The decree is hereby reversed and a new trial is granted. The Surrogate’s refusal to admit the translations of the prior will drafts of the decedent, Gamillo Fodera, into evidence to enable the jury to compare them to the 1979 will, constituted reversible error. “Where the issue is * * * whether a will was made in a certain tenor or provision (as where an alteration is at issue), the plan or design or prior intention of the testator is relevant to show the doing or not doing of this alleged act, as of any other act” (1 Wigmore, Evidence [3d ed], § 112, p 554; see Matter ofZalud, 27 Cal App 3d 945; cf. Matter ofLimberg, 277 NY 129; Matter of Putnam, 257 NY 140). By refusing to permit the translations of the decedent’s prior will drafts into evidence, the Surrogate deprived the jury of the opportunity to consider the testator’s prior intentions and to contrast the dispositions contained in the instruments with the provisions of the 1979 will. The Surrogate further erred in charging the jury that the burden of proof on the issue of forgery was on the objectants. “ The correct view * * * is that the onus is cast upon the party who seeks to derive an advantage from an alteration in a will, to adduce some evidence from which a jury may infer that the alteration was made before the will was executed’” (Matter of Ross, 177 App Div 719, 721; Matter of Steffenhagen, 77 Mise 2d 624, 630). In the instant case, the petitioner, who stands to benefit from the alteration in the will, should have been charged with the burden of establishing that any alteration preceded execution of the will. Counsel for appellants Richard and Charles Fodera requested that the Surrogate charge the jury on circumstantial evidence pursuant to Pattern Jury Instruction 1:70. The Surrogate’s refusal to so
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