In re Burke

82 A.D.2d 260, 441 N.Y.S.2d 542, 1981 N.Y. App. Div. LEXIS 11347
CourtAppellate Division of the Supreme Court of the State of New York
DecidedAugust 3, 1981
StatusPublished
Cited by28 cases

This text of 82 A.D.2d 260 (In re Burke) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Burke, 82 A.D.2d 260, 441 N.Y.S.2d 542, 1981 N.Y. App. Div. LEXIS 11347 (N.Y. Ct. App. 1981).

Opinion

OPINION OF THE COURT

Gibbons, J.

This is an appeal from a decree of the Surrogate’s Court of Westchester County, dated December 10, 1979, which admitted to probate a will of the decedent, dated August 23, 1978, following a contested probate trial at the conclusion of which the court granted proponent’s motion to dismiss the objections upon the ground that the contestants had failed to establish a prima facie case of undue influence, lack of testamentary capacity and due execution and granted the proponent’s motion for a directed verdict admitting the will to probate.

The contestants contend that the propounded will of August 23, 1978 did not represent the testamentary intentions of the decedent, who, at the time of its execution, was a very old man, severely ill in a hospital, and in a dying condition, but that the will is the product of undue influence and fraud upon an enfeebled and confused mind.

Viewing all of the evidence herein in the light most favorable to the objectants, and, after according the objectants the benefit of all inferences which can reasonably be drawn from it, I am of the opinion that the trial court erred in dismissing the objections and removing the issues of fact from the consideration of the jury (see Patterson v Proctor Paint & Varnish Co., 21 NY2d 447; Hazel v Sacco, 52 AD2d 1042).

The trial testimony, to which I shall now allude, established the existence of issues of fact in relation to undue influence upon which, by a rational process of reasoning, the jury could have found a verdict for the contestants (see Hazel v Sacco, supra).

A review of the evidence discloses the following:

At the time of his death on October 9, 1978, the decedent, [262]*262a widower, was 88 years of age and possessed of an estate having an approximate value of $500,000, which included his dwelling house, located at Yorktown Heights, New York, where he had resided alone.

Sanford Leeds, an attorney, testified that he became the decedent’s attorney in 1958 and had handled all of his legal work for a period of about 20 years. On July 19, 1971 he prepared and supervised the execution of a will for the decedent, in which the latter left the bulk of his estate to Kathleen Joy, Henrietta Ball and Wally May, the children of his deceased sister and the contestants in the instant matter, and $5,000 bequests to two acquaintances, Ms. Jay and Ms. Hermanson. On November 17, 1977 the decedent called him to his home and told him that he had decided to put himself into a nursing home and that he wanted said attorney to take over the management of his accounts. On the next day, the decedent executed a power of attorney to Mr. Leeds and delivered the keys to his safe deposit box to him for safekeeping. At that time they went through the contents of the box and reviewed the will which he had previously made.

At the decedent’s request to help him find a nursing home, the attorney drove him to three different facilities, none of which he chose. On the ensuing weekend, while Mr. Leeds was away, he visited the nursing home operated by Mrs. Margaret Miller located at Thornwood, New York, and became a patient therein.

Although Mrs. Miller’s nursing home was not licensed, she did, according to her testimony, have a hospital background and had been operating the nursing home for about 36 years. At the time when the decedent came into her nursing home, she had three or four other patients residing there. She provided his meals and, in general, took care of him. In December, 1977 she called Dr. Brosgol to provide the necessary medical care for the decedent.

In the chronological order of events, reference is now made to the testimony of a witness called by the contestants, Ms. Debbie Shearer, a licensed practical nurse, who testified that she was employed by Mrs. Miller as a nurse’s aide in her nursing home, and that on several occasions during the [263]*263month of July, 1978, she heard Mrs. Miller tell the decedent “that his lawyer was trying to swindle him out of money and take everything that he had.”

On August 8, 1978, Mr. Leeds received a telephone call from Mrs. Miller notifying him that Mr. Burke wanted to see him at once. Mr. Leeds went to visit Mr. Burke on the following day and described his meeting as follows:

“Q Would you tell His Honor and the Jury just what conversation took place?
“A When I went in there, I said, ‘Hello/ and asked him how he felt and he said he didn’t feel good and that, in fact, he was going to go to the hospital that night. That was the first I heard of that, and then I said, ‘What did you want to see me about?’ And he said, 1 didn’t want to see you.’ So I said, ‘Well, Mrs. Miller called and said you wanted to see me.’ And she said, ‘You remember, Maurice, about the house. You wanted him to do something with the house.’ So, then, Mr. Burke said, T want you —’ and he recited it, like, he never spoke to me before. It was like, he was reciting, not talking, and he said, T want you to sell the house and give the money to Mrs. Miller to build a room for me.’ And I said, ‘Well, Mr. Burke, why don’t we wait until you get out of the hospital, and then we can discuss it.’ And the reason for that was, in all the time I had been handling things for him and even at the time he went into the nursing home, he had told me to dispose of everything, but the house. He felt, even though it was remote, he might be able to go back there, and that he wanted to have the door open to him in case he ever could go back.”

Upon Mr. Burke’s arrival at Northern Westchester Hospital, on August 9, 1978, he was diagnosed as having pneumonia, in addition to previously diagnosed chronic lymphocytic leukemia. Dr. Franklin J. Brosgol, his treating physician, described Mr. Burke as a “rather sick, elderly man.” Shortly after his admission to the hospital, a diagnostic thoracentesis was performed.

On August 11, 1978 Mr. Charles Banks, the attorney for the proponent, was contacted and asked to meet with Mr. Burke. There is conflicting testimony with respect to who actually contacted Mr. Banks and requested his services. [264]*264There is no doubt that Mr. Banks had never met Mr. Burke prior to August 11. Mr. Banks testified that Dr. Brosgol had asked him if he would “interview” Mr. Burke. Dr. Brosgol, however, testified that while he contacted Mr. Banks and gave him some background, he told Mr. Banks that “he would get a phone call from Mrs. Miller about the situation.” It was Dr. Brosgol’s understanding that Mrs. Miller subsequently called Mr. Banks. Mrs. Miller, however, denied ever calling Mr. Banks. Mrs. Miller testified that Mr. Banks had never previously represented her.

Mr. Banks testified that he was told by Dr. Brosgol that Mr. Burke was in extremis and that he may not last through the night. This diagnosis, however, was denied by Dr. Brosgol. There is a statement in the nurse’s report, which was received in evidence, that Mr. Burke was “somewhat confused” during the afternoon of August 11. Mr. Banks went to Mr. Burke’s hospital room on the evening of August 11. He introduced himself, or one of the people in the room introduced him to Burke. Mr. Banks indicated to him that he was there at Dr. Brosgol’s request, and, at that time, Mr. Burke asked him to change his will and said that Mr. Leeds had declined to do so. He, then, prepared a will in his own handwriting in Mr. Burke’s presence using a list of Mr.

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Bluebook (online)
82 A.D.2d 260, 441 N.Y.S.2d 542, 1981 N.Y. App. Div. LEXIS 11347, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-burke-nyappdiv-1981.