In re Proving the Last Will & Testament of Cohen

106 Misc. 644
CourtNew York Surrogate's Court
DecidedMarch 15, 1919
StatusPublished
Cited by2 cases

This text of 106 Misc. 644 (In re Proving the Last Will & Testament of Cohen) is published on Counsel Stack Legal Research, covering New York Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Proving the Last Will & Testament of Cohen, 106 Misc. 644 (N.Y. Super. Ct. 1919).

Opinion

Schulz, S.

The decedent died on September 29, 1918, leaving her surviving as her only heir at law and next of kin a grandson, who was the son of her only child, a daughter, also deceased. She is also [645]*645alleged to have left a last will and testament executed on September 12, 1918, in and by which she provided as follows: “After my lawful debts are paid, I give and bequeath to my friends and comforters Mr. Harry Shevitz and Mrs. Rose Shevitz, his wife, of 692 Caldwell Avenue, Borough of Bronx, City of New York, all the monies which I may have at my decease and all the personal property and bank accounts which I may then hold. ’ ’ The petition does not state that the decedent left any real estate, so that the provision quoted appears to dispose of all of her property. The personal property of which she died possessed is alleged to amount to $750, but the contestant throughout the hearing contended that she possessed personal property of a much larger value.

The decedent was about seventy-six years of age at the time the disputed document is alleged to have been executed. The contestant, her grandson, testified, and it was not contradicted, that the decedent lived with his mother and father, that is to say, with her daughter and her son-in-law, and their two sons, of whom the contestant was one, up to the time of the death of his father, in 1895. The family, including the decedent, then went boarding until the remarriage of her daughter, whereupon the family again went to housekeeping and so continued until the year 1907. In the meanwhile, her daughter had died, and after the year 1907 the family consisted of the decedent, the contestant, and his brother. They continued to reside together for about four years. Thereafter, the brother of the contestant having died the decedent and the contestant, the sole survivors of the family, went boarding together. Upon the marriage of the contestant in 1915, or a short time thereafter, the decedent came to live with him and his wife, and stayed there up to in or about the month of August, 1917.

During the time that this family relationship con-[646]*646tinned, the decedent occasionally left the home or the place where they were boarding and stayed away for some time, on one or two occasions going to the Home for the Aged and Infirm Hebrews, and on one occasion visiting a sister in the west with whom she intended to remain. After being in the west for a short time, however, she requested her grandson, -the contestant, to call for her, which he did.

While the decedent was living with the contestant and his wife, one Harry Shevitz was employed by a butcher with whom the contestant’s wife dealt, and as such employee, delivered goods and collected bills at the apartment where the contestant, his wife, and the decedent lived. In August, 1917, the contestant’s wife then being in a delicate condition, it was suggested that the decedent go boarding until her condition changed which it was anticipated would be the case about a month thereafter. The uncontradicted testimony is that the decedent then went to the employer of Shevitz and asked him if he would like to take her to board, and that Shevitz, hearing the conversation, stated that he would take her. She thereupon went to board with Harry Shevitz and his wife and remained there to the day of her- death.

The document now offered for probate as her will is alleged to have been made in the home of Harry Shevitz where she was then boarding, and which consisted of three rooms in an apartment house. There were present when the paper is stated to have been signed the two attesting witnesses Harry Shevitz and Bose Shevitz, named as the only legatees, and the scrivener- of the will. The latter was a clerk in a lawyer’s office, but it does not appear .from the testimony whether he himself'was an attorney at law or not. The witnesses were summoned by Mrs. Shevitz and were neighbors and friends of hers.

From the evidence I reach the conclusion that the [647]*647factum of the will has been established, and I am also of the opinion and find that the decedent at the time of her death was competent to execute a last will and testament. There remains for consideration the final objection, however, that the will was obtained by. fraud and undue influence. I find no evidence of fraud so that it only remains to be determined whether or not the paper was the free and voluntary act of the decedent, or whether it was procured by undue influence operating upon her. Upon that issue, the burden of proof is upon the contestant. Matter of Kindberg, 207 N. Y. 220; Matter of Martin, 98 id. 193,196. This does not mean- that undue influence must necessarily be proved by direct evidence. Matter of Richardson, 137 App. Div. 103. If that were necessary it would be most difficult, if not impossible, ever to prove that undue influence was exercised, and while it is true that mere opportunity to exercise it is not sufficient proof that it was exercised (Post v. Mason, 91 N. Y. 539; Cudney v. Cudney, 68 id. 148) nevertheless the evidence with which the existence of undue influence is established, must of necessity be, to a large extent, circumstantial. Children’s Aid Society v. Loveridge, 70 N. Y. 387, 395; Eckert v. Page, 161 App. Div. 154. There' is. no dispute that this decedent was an aged woman, and that at the time that this document was signed, she had been seriously ill for a period of about, two weeks, and that seventeen days thereafter she died. It may therefore fairly be said that it was a “ death bed will.” This raises no presumption against its validity (Matter of Seagrist, 1 App. Div. 615, 620), but it should lead to a more careful scrutiny than if executed by a person in full possession of bodily health and vigor and engaged in the normal pursuits of daily life. Matter of McGraw, 9 App. Div. 372, 380; Rollwagen v. Rollwagen, 63 N. Y. 504, 518. The evidence also warrants the conclusion that notwithstanding the [648]*648fact that the decedent occasionally left her grandson, he was her only living descendant; she had lived with him or in the family of which he formed a part the greater part of her life and practically all of his, and he was the natural object of her bounty. The legatees mentioned in the will are not related to her in any way, and during the time that she resided with them, she paid them for her board and lodging. She had lived with them for a period of about one year when this document was signed, by which she left everything to them, without even mentioning or in any way referring to any of her other relatives. Any one of these facts standing alone, of course, does not warrant the conclusion that undue influence was used, but they are of importance when considered together and in connection with the testimony of several of the witnesses to whom I shall hereafter refer. The mental condition of the testator is always important upon the issue of undue influence, as is also her age and her physical condition. It is apparent without discussion that the amount of influence which constitutes undue influence, that is to say, which substitutes for the will of the testator the wishes and desires of the person or persons exercising the influence, varies with the mental and physical strength of the testator. This has been recognized over and over again by courts before whom the question has come.

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Bluebook (online)
106 Misc. 644, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-proving-the-last-will-testament-of-cohen-nysurct-1919.