Callanan v. Clement

18 Misc. 621, 42 N.Y.S. 514
New York Supreme Court·Decided December 15, 1896·Published·Cited by 4 cases

Opinion

McLaughlin, J.

On the 26th day of May,: 1885, Phebe Steenbergh, then upwards of eighty years of age, died, from the result of an injury sustained on the first of the preceding April, leaving a last will and testament, which has . been duly admitted to probate and letters testamentary issued to the defendant. At the time of her death she had on deposit with a firm of private bankers the sum. of $3,695.53, evidenced by a' bank-book issued to and held by her. The controversy relates to the title to this fund, the plaintiff claiming' to own it as a gift causa mortis and the defendant as executrix [622] of the last will and testament of the deceased. The determination of the question involved turns upon the intent of the deceased, which must be ascertained from all the facts and circumstances established by the evidence. Both parties are relatives of the deceased, the plaintiff a stepdaughter and also a niece, and the defendant a sister, and, by reason of such relationship, each claims that she was intended to be the object of -the deceased’s bounty. There is but little conflict in the evidence, and, except as to minor details, substantially no dispute as to the facts. What, then, was the intent of the .deceased? Did she intend to give the fund in question to the plaintiff in view of her approaching death, or did she dispose of it by the will above referred to? A correct answer can best be obtained by a review of the facts.

It appears that some two years prior to the deceased’s death she made a will under” which the fund in question, or some interest therein, passed to the plaintiff and nothing to the defendant; and that on the second day after the deceased was injured, the defendant (the deceased at- the time living in the defendant’s house) drafted and the deceased executed another will, which has been admitted to probate, and under which the fund or some interest therein passed to the defendant and nothing to the plaintiff. It also appears that in February, 1885, the deceased stated that she had given the bank-book in question to the plaintiff and that immediately following the execution of the last will there seems to have been much doubt in her mind as to whether she had made such a will, and, upon being informed that she had; she requested-the defendant to produce it and she refused. And from that'time until the deceased’s deáth the existence of the alleged will was .a source of much trouble and annoyance to her. The éare, ■ custody and disposition of the bank-book was.constantly on her mind; and the most casual consideration of the evidence cannot fail to impress one with a firm conviction that she wished and intended, upon her death, the plaintiff should have it. The solicitation manifested by her, lest her wish and intention should be thwarted, .is quite pathetic; while her appreciation of the legal necessity of having evidence to establish .the plaintiff’s ■ interest, in view of the subsequent events, is almost prophetic. -A few days after she was injured she called for the bank-book, and, learning that-the defendant had it, immediately required her to put it back with her own papers-; and, lest it should again disappear, the following day after it was returned she gave it to an old friend, a Mrs. Filkins, to take care of. [623] saying, “ she .wanted it out -of the house;” that “it was not safe there,” and that • “ it was Amelia’s property.” Apparently not ■ satisfied,.however, with this declaration that “ it was Amelia’s property,” she .shortly thereafter sent for Mrs. Elkins and requested her to bring the. bank-book to her. This, Mrs. Elkins did, and what transpired in the room of the deceased as she lay strapped to her bed with a fractured hip when the bank-book was produced would • seem to be sufficient to convince even the most sceptical of her intent. And that her intent might not be misunderstood, or that her gift to the plaintiff should not depend for its legal establishment or maintenance upon the testimony of one disinterested witness, she took the precaution to have two. The witness Mrs. Beers, another old friend, was sent for, and she and Mrs. Elkins went together to the deceased’s room with the. bank-book. Mrs. Elkins testified as to this interview as follows: “ Q. State what was said by Mrs. Steenbergh? A. She says, I want you as a witness to show that this bank-book belongs to Amelia, and I give it to her; it is her property, and I want you to take it back with you;, I laid it down on the bed and she took it up and looked at it and handed it to Amelia and said, let Mrs. Elkins take it back with her until called for; ’ I says, ‘ by whom,’ and she says, ‘ by Amelia; ’ she said she was confident she would not be here very long.”

And Mrs. Beers testified: “ Qi What is the first thing that happened when you came in on the 18th? A. Mrs. Elkins and I went in together; Mrs. Elkins says to Mrs. Steenbergh, 11 have brought the bank-book;’ then Mrs. Steenburgh took the book and gave ft to Amelia in our presence; she says, ‘ You will be a witness to this that I give this to Amelia with its contents.’ Q. What else? A. Later on Amelia gave it back to Mrs. Elkins to take home with her.”

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Callanan v. Clement, 18 Misc. 621, 42 N.Y.S. 514 (N.Y. Super. Ct. 1896).

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220 A.D. 511 (Appellate Division of the Supreme Court of New York, 1927)
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105 A.D. 500 (Appellate Division of the Supreme Court of New York, 1905)
Callanan v. Clement
49 N.Y.S. 1133 (Appellate Division of the Supreme Court of New York, 1898)