Allen v. Payson

170 Misc. 759, 11 N.Y.S.2d 28, 1939 N.Y. Misc. LEXIS 1681
CourtNew York Supreme Court
DecidedFebruary 8, 1939
StatusPublished
Cited by4 cases

This text of 170 Misc. 759 (Allen v. Payson) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Allen v. Payson, 170 Misc. 759, 11 N.Y.S.2d 28, 1939 N.Y. Misc. LEXIS 1681 (N.Y. Super. Ct. 1939).

Opinion

Froessel, J.

This is a motion to strike out, as legally insufficient, seven affirmative defenses contained in defendant’s second amended answer. The action is for specific performance of an alleged agreement, made on or about January 25, 1923, between one Robert R. Perkins, plaintiff’s uncle, and the latter’s wife, defendant’s testatrix, by the terms of which she agreed that if the said Robert R. Perkins would make a last will and testament leaving all of his property to her in the event he predeceased her, that she would make a last will and testament disposing of all of her property upon her death, one-third to her relatives and two-thirds to his relatives, in the manner more specifically set forth in ” the complaint, and that upon the death of either of said parties, that the survivor would not alter or change their last wills and testaments so as to make any other disposition of their property than as heretofore agreed to.” The complaint further alleges that [760]*760in the latter part of January, 1923, and within a few days of each other, the said Robert R. Perkins "and his said wife, Mrs. Perkins, made substantially similar wills in pursuance of this agreement; that he died shortly thereafter, on February 11, 1923, whereupon she received under his said will an amount in excess of $300,000; that thereafter she destroyed her said will and made another on December 12, 1934, not in conformity with the said agreement, as a result of which the plaintiff was bequeathed the sum of $5,000, whereas, had the agreement been observed, he would have received a one-sixth interest in the residuary estate far in excess of $5,000.

The first and second defenses allege the making of another will by Mrs. Perkins on June 15, 1923, and a codicil thereto on July 15, 1924, the revocation of all prior wills, and that if the agreement alleged in the complaint were ever in fact made the said will of June 15, 1923, constituted a breach, the Statute of Limitations commenced to run as of that day, and the action would be barred both under the ten-year and six-year limitations, respectively, inasmuch as the present action was commenced on May 3, 1938. The third and fourth defenses are to the same effect, except that they refer to still another will of Mrs. Perkins, alleged to have been made on July 28, 1926. The fifth and sixth defenses are likewise to the same effect, except that the breach which they allege commenced the running of the statute is the remarriage of Mrs. Perkins on May 19, 1927, followed by a claimed statutory revocation of all prior wills under the provisions of section 35 of the Decedent Estate Law. As to these defenses, however, defendant’s counsel are silent in their brief. The eighth defense is a substantial reiteration of the fifth, but is pleaded as a partial defense, irrespective, however, of the Statute of Limitations.

As to the first six defenses, the question to be determined is: When does the Statute of Limitations ■ begin to toll in an action of this character? Defendant contends that the statute began to run when his testatrix made her first non-conforming will on June 15, 1923, or when she made her second non-conforming will on July 28,1926, or, in any event, when she remarried on May 19,1927, and since more than ten years have elapsed between either one of these events and the commencement of this action on May 3, 1938, the first six defenses are good. Plaintiff maintains that the statute did not commence to run until the date of Mrs. Perkins’ death on December 21, 1937, and accordingly the said defenses are insufficient in law. , ^

Agreements similar to the one relied upon by plaintiff are recognized in this State (Morgan v. Sanborn, 225 N. Y. 454, 457), and have been enforced in the English courts as long ago as Goylmer v. Paddiston (2 Ventris, 353, decided in 1681).

[761]*761In the instant case it is alleged that the agreement was to make mutual wills in a specified manner and not to alter them. Defendant’s counsel endeavor to distinguish between the obligation to make the conforming will in the first place and the obligation not to alter the will thereafter. I see no such distinction here, for we have a compact to be kept at death. As alleged in the complaint, Mrs. Perkins’ obligation required her “ to make a Last Will and Testament disposing of all of her property upon her death ” and in a specific manner. Under this agreement she disabled herself from making any different disposition of the property she received under her husband’s will. Lord Camden, as early as 1769, in Dufour v. Ferraro (Hargrave’s Juridical Arguments, 304, 309), said in this connection: There cannot be a more absurd presumption than to suppose two persons, while they are contracting, to give each a license to impose upon the other. Though a will is always revocable, and the last must always be the testator’s will; yet a man may so bind his assets by agreement, that his will shall be a trustee for performance of his agreement. * * * These cases are common; and there is no difference between promising to make a will in such a form and making his will ivith a promise not to revoke it. This court does not set aside the will, but makes the devisee heir or executor trustee to perform the contract.” (Italics the court’s.) And in Mutual Life Ins. Co. v. Holloday (13 Abb. N. C. 16), referred to and quoted from with approval in Adams v. Swift (169 App. Div. 802) and in Hermann v. Ludwig (186 id. 287, 300), the court said: “ If the agreement was valid in law and in equity, it would be a mockery of justice to say that having executed the will, she fully satisfied her part of the agreement, and was at liberty to revoke it the next day. The right secured by her husband was substantial, and could not be defeated by another will. * * * And the obligation not to revoke or change a will, although negative, is as much involved in the agreement as the affirmative duty to devise in a certain way.” (All italics mine.) In 68 C. J. (§ 192, pp. 578, 579) it is stated: “ The mere drawing and execution of such a will is not of itself a performance and discharge of the contractual obligation. The rights of the parties under the contract are not varied by the mere fact of execution or nonexecution of the will.”

When, therefore, upon her death on December 21, 1937, Mrs. Perkins failed to leave a last will and testament in accordance with the alleged agreement, she eo instante breached the said agieement, and plaintiff's right to relief thereupon accrued. Section 11 of the Civil Practice Act specifically provides: “ The periods of limitation * * * must be computed from the rime of the accruing of the right to relief by action.” No present right of action accrued [762]*762to plaintiff during the lifetime of Mrs. Perkins. Until her death she might have made or remade a will complying with the terms of the alleged agreement, and, this being an action in equity, plaintiff would have ten years from the date of her death in which to bring suit. (McCormack v. Halstead, 132 Misc. 916.) Assuredly the plaintiff could not have had specific performance of the alleged agreement before Mrs. Perkins’ death, when by its terms performance was only due at death. Nor could he have maintained an action for damages. Aside from other possible objections to such an action, who could tell whether plaintiff, who had merely a life interest coupled with a power, would survive Mrs. Perkins? Moreover, under the terms of her husband’s will, Mrs.

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Bluebook (online)
170 Misc. 759, 11 N.Y.S.2d 28, 1939 N.Y. Misc. LEXIS 1681, Counsel Stack Legal Research, https://law.counselstack.com/opinion/allen-v-payson-nysupct-1939.