In re Proving the Will of Levy

207 A.D. 183, 201 N.Y.S. 818, 1923 N.Y. App. Div. LEXIS 5929
CourtAppellate Division of the Supreme Court of the State of New York
DecidedNovember 30, 1923
StatusPublished
Cited by3 cases

This text of 207 A.D. 183 (In re Proving the Will of Levy) 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 Proving the Will of Levy, 207 A.D. 183, 201 N.Y.S. 818, 1923 N.Y. App. Div. LEXIS 5929 (N.Y. Ct. App. 1923).

Opinions

Martin, J.:

Marshall P. Levy died August 25, 1919, leaving a widow and eight children, five of whom resided at home at the time of his death. There were two married daughters, one living in New York and the other in Louisiana, as well as a son who also resided in Louisiana. The estate consisted of real property valued at upwards of $200,000 and personal property of upwards of $1,000,000. Practically the entire amount was left to the widow and five daughters residing at home. By the will there was also left to a daughter, Jetta, residing in New Orleans, and to a son, Milton, trust funds of $10,000 and $5,000 respectively, the income to be paid to them for life, and provisions out of these amounts being made for descendants. Provision is also made for a deferred payment of $1,000 to a daughter, Florence, residing in New York.

Objections to the probate of the will were filed in December, 1919, by the three children last named, they charging undue influence and that the testator was not of sound mind, memory or understanding at the time of the execution of the will and codicil. In January, 1922, amended objections were filed by the three contestants.

Immediately after the death of the testator, the firm of Remsen & Parsons was employed as counsel. That firm also acted as counsel for the temporary administrator.

In September, 1919, it being learned that a contest of the will by the two married daughters and the son was probable, and as the result of an agreement between Mr. Sutton, vice-president of the Guaranty Trust Company of New York, which was an executor and trustee and one of the proponents of the will, Augusta Levy, named coexecutor with the Guaranty Trust Company, and Daniel M. Remsen, counsel, Mr. John B. Stanchfield was retained to [185]*185represent the proponents in the event of a trial of the issues involved in the contest. It was agreed that the sum of $1,000 was to be paid, and on September 9, 1919, a letter was received by Mr. Remsen from R. E. Cocks, personal trust officer of the Guaranty Trust Company, which is as follows: We agree to the payment of the retainer of $1,000 to Mr. John B. Stanchfield on account of his services in case they are needed upon a contest of the Will of the Late Marshall P. Levy, subject to approval of Miss Augusta Levy.”

This appears to be the first step in retaining Mr. John B. Stanch-field or the firm of Stanchfield & Levy. Nothing further appears to have been done until about a year later, during the month of November, 1920, at which time the executors entered into an agreement with Mr. Stanchfield.

On this branch of the case, Miss Augusta Levy, one of the executors and proponents of the will, regarding this agreement says: Mr. Stanchfield stated that if his services were required he would desire to have an agreement as to the amount of his fee and would require the payment of $50,000 to include the trial of the case or a satisfactory settlement, stating that if a satisfactory settlement were reached, it would be by reason of his efforts, and that he would consider $90,000 as the maximum amount of any proposed settlement. Mr. Stanchfield further made one of the conditions of his agreement that the case should be prepared for trial by his firm.

It is admitted that Mr. Stanchfield and his firm were employed, that they were to prepare the contest for trial, and he was to act as trial counsel. But it is not admitted that they were to receive $50,000 in the absence of a trial or a satisfactory settlement. Mr. Louis Levy, of Stanchfield & Levy, says Mr. Stanchfield told him what the arrangements were. He asserts that there was no provision either for a satisfactory trial or for a satisfactory settlement; that $50,000 was to be paid whether the suit was won or lost; and that there was to be no reduction of the fee in the event of a settlement.

On the 25th day of June, 1921, Mr. Stanchfield died. It is evident that he had been retained, because of his ability as a trial lawyer, for the purpose of having his firm prepare the case for trial and having him personally act as trial counsel. The estate had a firm of attorneys representing it, and apparently what was principally desired was to have satisfactory trial counsel for the will contest. The death of Mr. Stanchfield placed it beyond the power of Stanchfield & Levy to carry out the contract, by the terms of which Mr. Stanchfield agreed to try the case. His death, therefore, terminated the contract.

[186]*186In Spalding v. Rosa (71 N. Y. 40) the court said: Contracts of this character, for the personal services, whether of the contracting party or of a third person, requiring skill, and which can only be performed by the particular individual named, are not, in their nature, of absolute obligation under all circumstances. Both parties must be supposed to contemplate the continuance of the ability' of the person whose skilled services are the subject of the contract, as one of the conditions of the contract. Contracts for personal services are subject to this implied condition, that the person shall be able at the time appointed to perform them; and if he dies, or without fault on the part of the covenantor becomes disabled, the obligation to.perform is extinguished. This is so well settled by authority that it is unnecessary to do more than refer to a few of the authorities directly in point. [People v. Manning, 8 Cow. 297; Jones v. Judd, 4 N. Y. 411; Clark v. Gilbert, 26 N. Y. 279; Wolfe v. Howes, 24 Barb. 174, 666; 20 N. Y. 197; Gray v. Murray, 3 Johns. Ch. 167; Robinson v. Davison, L. R. 6 Excheq. 269; Boast v. Frith, L. R., 4 Com. Pleas, 1.] ”

It is now asserted, however, that the contract was thereafter continued by the estate, and arrangements made to secure the services of another well-known trial lawyer. This is positively denied by one executor and practically denied by Mr. Merrell P. Calloway, the representative of the other executor. His affidavit, although he is the representative of an executor of the estate, charged with its protection, cannot be said to show any inclination to unduly favor its contention. He says that there was no such agreement, although he assumed the terms of the contract with Mr. Stanchfield’s firm for services were to continue. His affidavit, in part, is as follows: “ * * * Deponent stated that it was quite correct that a retainer fee of $1,000 had been agreed upon, but that subsequently Mr. Stanchfield had requested that a definite agreement be made with respect to fees to be paid by the estate and had named the sum of $50,000 for services already rendered and to be rendered by himself and the firm irrespective of whether the case was settled or went to trial, and that the question of the fee had been submitted to Miss Augusta Levy and agreed to before. Deponent stated that it was the understanding of the officers in charge that the firm of Stanchfield & Levy, including John B. Stanchfield, had been employed from the beginning and that after the death of Mr. Stanchfield and the substitution of Senator Brackett, as trial lawyer no express contract reaffirming the original contract as to the amount of the fee had been entered into, but it was assumed that the amount of the fee was the same as had been originally agreed upon.”

[187]*187Miss Augusta Levy says that upon the termination of the agreement by reason of the death of Mr.

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Bluebook (online)
207 A.D. 183, 201 N.Y.S. 818, 1923 N.Y. App. Div. LEXIS 5929, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-proving-the-will-of-levy-nyappdiv-1923.