Gibbes v. New York Life Insurance & Trust Co.

67 How. Pr. 207, 14 Abb. N. Cas. 1
CourtNew York Supreme Court
DecidedJuly 15, 1883
StatusPublished
Cited by4 cases

This text of 67 How. Pr. 207 (Gibbes v. New York Life Insurance & Trust Co.) 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
Gibbes v. New York Life Insurance & Trust Co., 67 How. Pr. 207, 14 Abb. N. Cas. 1 (N.Y. Super. Ct. 1883).

Opinion

Van Vorst, J.

After a careful consideration of the evidence in this case, and of all the facts and circumstances disclosed upon the trial, I am of the opinion that the plaintiff should be relieved from the settlement she made in the year [208]*2081871, and the deed of trust should be set aside. No inflexible rule can be formulated as to what state of facts would in all cases justify a court in setting aside, upon the application of the settler, a voluntary settlement. Each case must needs stand, and be determined by itself, according to what is just and right. Adjudicated cases, of which there are a large number, bear upon the general subject and should be followed where in substance the same facts and circumstances occur; but it rarely happens that two cases are alike, or that any one “ has a brother.” The judgment and conscience of the court, under the rules of equity and the decisions, must in the end dispose of each case by itself.

The plaintiff testifies that she did not understand the transaction, which she now asks the court to set aside, as it in the end expressed itself. She never intended to denude herself absolutely of the control of the property covered by the trust deed, and that had she understood the character of the deed, and • that it was irrevocable, she would not have executed it; that its character, in this regard and otherwise, was not explained to or known by her. She wishes herself to control her property, and to make such present and future disposition of it as she chooses. Such desire is natural, and is not unreasonable on the part of this plaintiff, who is of mature yeai’s, apparently well disciplined, and who is not now wholly inexperienced in the management of property, of which she owns and controls a not inconsiderable sum. She claims to have been unduly hastened to the execution of the trust déed and to tie up her property, the amount or situation of which she did not know, and by an instrument the true character and object of which she did not at the time comprehend. I think that the evidence sustains the claim and makes out a 6 case-for relief in a court of equity. A-glance at the situation and some of the facts and circumstances, I feel quite sure, will reconcile this conclusion with what is in itself just and proper, and will be found to be in harmony with what has been generally adjudicated in such cases.

[209]*209The mother of the plaintiff died on Christmas day, 1870. The property in question came to the plaintiff through an unqualified and unfettered bequest contained in her mother’s will. The consent to the execution of a deed of trust by the plaintiff, as is claimed by and on the behalf of the brother-in-law of the plaintiff, and who was the trustee named in the instrument, was obtained the day succeeding the funeral of the mother, when the will was opened, and the, forms of deeds of trust were first handed to her. The deed was executed by the plaintiff within a few days thereafter.

Accompanying the will was found a letter signed by the mother of the plaintiff, requesting the plaintiff to put her share of the property in trust, and a form of a deed was inclosed. With regard to both this letter and the form of a deed of trust, it is to be observed that they were prepared ten years before. What might have seemed proper to be advised by the' plaintiff’s mother ten years before, would not be so necessarily ten years later, when the legatee had gained knowledge, experience and fixedness of character, which time and opportunity afford. It is scarcely necessary to say that neither the letter nor deed of trust formed any part of and could not modify or change the testamentary disposition, which was absolute. A trust cannot in that way be created on a will. In fact, the plaintiff’s mother was prohibited by her father’s will, under which she held the property for her children in such proportion as she might appoint, from impressing a trust upon it. What she gave she was bound to give in absolute terms, as she did. Yet I am persuaded that the letter of her mother, and the manner in which it was presented, and the attendant circumstances, had their effect upon the mind of the plaintiff, and fettered her will.

No time seems to have been lost in hastening -the conclusion. Counsel was present, who had been invited by the brother-in law, as he says, to be present at the opening of the will, and to give needed advice. And in one interview, the day after the funeral, the trust deed first presented and [210]*210changed on the instant in a very important particular, at the suggestion of the counsel and according to his idea, is claimed to have been understood and assented to by the plaintiff, and her signature to an engrossed copy, so soon as it could be prepared, with the alterations included — which had not been read by her—was obtained.

The occasion for presenting and consummating this transaction was, in a true sense, inopportune, in so far as the plaintiff was concerned. ' The plaintiff had been in attendance upon her sick mother for some time before her death, and had sat up with her night after night, ministering to her wants, and was in grief at her recent death, and was in no condition of body or mind to give a proper consideration to a subject of that importance, or at that moment to give a clear and satisfactory assent to placing the property, the amount of which she did not know, under the obligations of an irrevocable settlement. The deed cannot be said to have been her voluntary free act. It was no suggestion of the plaintiff. By this arrangement the plaintiff has never been -allowed the satisfaction of enjoying the full possession, for .any length of time, of the property which came to her in pursuance of an appointment made under the provisions of her grandfather’s will, for upon the instant that she was advised of the gift she gave up its possession and control. The haste with which this settlement was reached was neither considerate nor wise, in the condition in which the plaintiff then stood to her mother’s death.

In all transactions of this character, to have the approval of a court of equity, time and opportunity for reflection and .calm decision, should liave been afforded. There was not the least occasion for haste or precipitate action. With regard to placing a portion of the share derived and bequeathed to the plaintiff, and designed for her brother, in trust, the circumstances concerning which had been explained to the plaintiff by her father long before, there was no occasion for delay. But in respect to her own property the matter was an entire surprise, [211]*211and before an opportunity to recover from the surprise had been given, the deed was executed. And the plaintiff has in substance testified that she supposed that in order to make an effective trust for her brother, the instrument she signed with respect to her own property was necessary.

It is not important to analyze the settlement itself. It is sufficient to state that by its terms there has been reserved to the settler only the power of appointment, by last, will and testament, in favor of those related to her by consanguinity, and, in default of such appointment, the trustee is to convey the estate to her children or descendants; and to this there was added by the counsel, on the occasion above mentioned, according to his notion, that in case plaintiff should leave no child or descendant, the estate was to go by force of the deed to her heirs-at-law and next of kin.

The power to appoint is, therefore, limited to the circle of' consanguinity.

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Cite This Page — Counsel Stack

Bluebook (online)
67 How. Pr. 207, 14 Abb. N. Cas. 1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gibbes-v-new-york-life-insurance-trust-co-nysupct-1883.