In re the Estate of Rose

138 Misc. 630, 246 N.Y.S. 718, 1930 N.Y. Misc. LEXIS 1720
New York Surrogate's Court·Decided December 4, 1930·Published·Cited by 1 cases

Opinion

O’Brien, S.

This is a motion to set aside the verdict of the jury-on the ground that it is contrary to law and against the weight of evidence.

Grover D. Altman, a lawyer, and a lover of decedent, a maiden lady fifty-eight years old, cultured, refined and of superior education, though in looks unattractive to men, was named as the sole beneficiary of her will, executed May 26, 1930, eleven days before her death. The actual drafting and preparation was done by Altman’s attorney, upon information given to him by Altman, yet said attorney never saw or talked to testatrix, nor did he preside over the execution of the will, nor become a subscribing witness and thus qualify to testify at the trial as to her directions, her wishes, her plans, or her physical and mental condition.

Altman first met the decedent in August, 1929, according to dependable witnesses, though one of proponent’s witnesses testified he first met her in April, 1930. He made love to her the second time he met her. He called on her continuously. She suffered, serious losses in the October crash in Wall Street, and coincidentally her health began to fail. She had had heart trouble for some years and with the failing health came dropsy. In December she was very sick. From that time on her illness became progressively worse and with her increasing sickness his influence with decedent grew stronger and stronger. She gave him powers of attorney in her brokers’ offices in that month. In January she made a will revoking a former will executed in favor of all her relatives in 1927, and in the later will, after seven bequests to relatives, she made him, her co-worker,” as the will recited, her residuary legatee. She had a room at that time in Mrs. Post’s apartment in West Eighty-eighth street, and there Altman came and spent practically every evening until late hours and all day on Sundays. She was even at that early date sick unto death with her fatal malady. His visits persisted; he spent his hours with her; cooking was constantly going on. Her friends criticized the situation into which testatrix had fallen. Mrs. Post finally insisted on her leaving, and by wheel chair she was carried to her new abode in the Hotel Lucerne. Here she lived until her death on June 6, 1930. While she showed some improvement in March, it was only temporary. Meanwhile, Altman’s attentions continued; without cessation his visits were made; he remained with her constantly night and day, and finally he moved there with his clothes and trunk and lived with [632] decedent in the double-room apartment until after her death. She had a day nurse during all her stay at this hotel, and from April fourteenth a night nurse also. Her condition grew worse. She ate little food. She saw few people. She was visited on a few occasions by relatives, who at various times also phoned about her condition. On three or four occasions she was visited by a doctor. A doctor had visited her previously at her room in Mrs. Post’s, but Josephine L. Phelps, a Christian Science practitioner, ministered to her while she was in this hotel. Altman would leave the apartment at nine or ten in the morning and return at three or four in the afternoon. So far as the testimony goes, he had no business nor any visible means of support. He secured in April a power of attorney on her account with Woodworth, Lounsberry & Co., permitting him to draw money, the card being filled out with his handwriting. On May twenty-second the doctor saw her for the last time and stated that decedent might die at any time. On May twenty-first decedent signed a letter authorizing access to her safe deposit box in the National City Safe Deposit Company, which letter was entirely in Altman’s handwriting. On May twenty-fourth he went to his attorney’s office and had him draw up the paper now offered for probate, in which he, Altman, Was named as sole beneficiary. The will Was executed on May twenty-sixth. Altman’s attorney was not present nor did he in any way participate in the execution of the paper. Besides testatrix and the three subscribing witnesses no one was present but Altman. The whole transaction took but ten minutes; few words were spoken, as will afterwards appear; the testatrix did not read the paper, nor was it read to her. It was, in the beginning of the brief ceremony, handed to her by Altman. Eleven days later she died. He employed the undertaker; and while some relatives were present at the funeral, no obituary notice was published. He took her pocketbook after death; he took the change which was in it. He continued to trade in her accounts in brokerage offices during June, July, August and September through the powers of attorney and never informed the brokers of her death until September twenty-fourth. In connection with several attempted transactions he intimated that he would not be able to secure her signature for thirty days, whereas she was dead for well over three months.

The trial was had before a jury and after the closing of the case six framed questions were submitted to it; the first three relating to the manner of execution, the fourth to the question of the testamentary capacity, and the fifth and sixth to the questions of undue influence and fraud respectively. The jury after deliberation returned a verdict answering “ Yes ” to the first four questions and [633] 1 No ” to the last two; in other words, in favor of the proponent Altman on all the issues.

A careful analysis of the proofs submitted and a review of the whole case leads inevitably to the conclusion that the jury’s verdict was against the weight of the evidence and contrary to law, at least so far as questions “ fourth,” “ fifth ” and “ sixth ” are concerned; and that deponent did not sustain the burden of proof imposed upon him with respect to the fourth issue, whereas the contestants met and sustained the burden cast upon them with reference to the fifth and sixth issues, viz., undue influence and fraud.

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In re the Estate of Rose, 138 Misc. 630, 246 N.Y.S. 718, 1930 N.Y. Misc. LEXIS 1720 (N.Y. Super. Ct. 1930).

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Related

In re Proving the Last Will & Testament of Rose
233 A.D. 737 (Appellate Division of the Supreme Court of New York, 1931)