In re the Estate of Smith

170 Misc. 572, 10 N.Y.S.2d 775, 1939 N.Y. Misc. LEXIS 1636
CourtNew York Surrogate's Court
DecidedMarch 13, 1939
StatusPublished
Cited by2 cases

This text of 170 Misc. 572 (In re the Estate of Smith) 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 the Estate of Smith, 170 Misc. 572, 10 N.Y.S.2d 775, 1939 N.Y. Misc. LEXIS 1636 (N.Y. Super. Ct. 1939).

Opinion

Wingate, S.

The unhappy predicament in which the present proponent now finds himself is presumably partially and perhaps preponderantly due to a disregard of the sage admonition of Judge, now Chief Judge, Crane, writing for the unanimous court in Matter [574]*574of Putnam (257 N. Y. 140, 143), that “ Attorneys for clients who intend to leave them or their families a bequest would do well to have the will drawn by some other lawyer. Any suspicion which may arise of improper influence used under the cover of the confidential relationship may thus be avoided.”

The terms of the will which the verdict of the jury has rejected in the present case, purported to give $400 for cemetery upkeep, $4,000 to various charities, of which $2,000 was payable immediately and $2,000 on the death of the testatrix’s maid, the life use of $12,000 in trust for the latter, and legacies of certain specified items of furniture and the sum of $500 to three named individuals. The entire remainder of the estate, including testatrix’s apartment house, her diamonds and furs, was divided between the proponent, who had been and was at the time of the execution of the instrument, the decedent’s legal adviser, and the wife of the decedent’s personal physician. It was further demonstrated on the trial that the acquaintance of the decedent with this wife was comparatively casual and that a direct gift to the physician would have conferred a doubtful benefit by reason of his financial difficulties, with the resulting inference that the testamentary gifts to his wife were really intended for him.

The will was prepared by the proponent attorney-beneficiary and its execution was supervised by an employee of his office with the physician in attendance thereat. The chief issues litigated concerned lack of testamentary capacity and undue influence. On both, the verdict of the jury was unfavorable to the will, the vote on the former being ten to two, and on the latter, unanimous.

At the time of the execution of the will, the decedent was dying of cancer and one of the proponent’s own witnesses testified to statements by the indirectly benefited physician to the effect that he did not believe she would last much longer and that “ she was about to pass out.” The will was signed on July 16, 1937, and the decedent died on the following September twenty-first.

Considerable testimony was adduced as to the time, whether in August, 1937, or earlier, when the decedent became substantially helpless. On the one hand, certain witnesses on behalf of the contestant testified that it was prior to July first, basing the statement on the assertion that one of the witnesses left the decedent’s employ and went to a hospital in the early part of July and that a certain commode was acquired prior to that time. On the other, these statements were contradicted by at least one of the witnesses produced by the proponent who swore that the commode was not purchased until after August twenty-fourth.

A second item of testimony concerned the decedent’s condition during the previous winter and spring, it being stated on the one [575]*575hand that she was able to walk only with difficulty in February and not at all in the later months, and, on the other, that her condition at the several limes was far less helpless and that she was able to go out and walk unassisted.

A motion has now been made to set aside the verdict and to grant a new trial on the ground of newly-discovered evidence. The evidence upon which this motion is predicated is directed to the two features of the testimony just considered, namely, to the placing of the time of complete helplessness prior to July first, by reason of the purchase of the commode and the witness’ departure for the hospital and as to the decedent’s degree of infirmity in and subsequent to February. It is asserted respecting the former that since the trial the proponent has discovered a paster on the commode which would enable an employee of the seller to testify from the custom of his firm that it must have been sold at the later date asserted by the proponent’s witness on the trial and that hospital records indicate that the employee who was asserted to have left on account of illness did not enter the institution xmtil August. Finally, it is proposed to demonstrate by the testimony of an X-ray examiner and a physician (who were not called on the trial) that the decedent went unassisted to their offices prior to July first, as testified by others of proponent’s witnesses.

It is on this showing alone that the court is importuned to set aside both of the adverse verdicts respecting testamentary capacity and undue influence. Presumably all of the testimony thus tendered would have been admissible and relevant if offered on the trial. The pertinent question, however, is whether it complies with the description of newly-discovered evidence and of that variety of such evidence which will justify the setting aside of a verdict and the granting of a new trial.

Analysis of the evidence which is tendered indicates that it falls into two natural categories, first, that respecting the time of purchase of the commode and the ability of the decedent to walk unaided prior to July first; and second, that respecting the time when one of the witnesses went to the hospital. On the first question, witnesses actually produced on the trial testified to the substance of the proposed new testimony. The tendered additional testimony in this regard would, therefore, be cumulative only to that previously adduced. On the second question, the only effect of the tendered testimony is for the purpose of impeaching the contestants’ witness on a quasi collateral issue.

It is the usual rule that evidence which is merely cumulative is an insufficient basis upon which to predicate the granting of a new trial (Cameron v. Leonard, 17 App. Div. 127, 128; Piehl [576]*576v. Albany Railway, 30 id. 166, 172; affd., 162 N. Y. 617; Grafton v. Ball, 164 App. Div. 70, 75; Mason v. Bristol, 180 id. 505, 506), and the same has been held in respect of proposed testimony the effect of which is merely impeachment of a witness. (People v. Priori, 164 N. Y. 459, 472; People v. Patrick, 182 id. 131, 179: People v. Eng Hing, 212 id. 373, 386: People v. Becker, 215 id. 126, 159, 160; Collins v. Central Trust Co., 226 App. Div. 486, 487.) It has been said, however, that the rule may be varied in the former situation where the new evidence is so cogent as to furnish a reasonable assurance that a diverse result would be attained upon its introduction. (Markert v. Long Island R. R. Co., 175 App. Div. 467, 472), and in the latter where the verdict was based solely on the testimony sought to be impeached. (Bloch v. Szczukowski, 229 App. Div. 394, 396, 397.)

In either situation, the tendered evidence is an insufficient basis for granting a new trial unless it could not, with reasonable diligence,-have been obtained for use on the first trial. (People v. Prime, 208 App. Div. 445, 448; Grafton v. Ball, 164 id. 70.) ” (Collins v. Central Trust Co., 226 id. 486, 487.)

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Bluebook (online)
170 Misc. 572, 10 N.Y.S.2d 775, 1939 N.Y. Misc. LEXIS 1636, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-smith-nysurct-1939.