In re the Estate of Steglich

91 A.D. 75, 86 N.Y.S. 257
Appellate Division of the Supreme Court of the State of New York·Decided February 15, 1904·Published·Cited by 3 cases

Opinion

Ingraham, J. :

The action is brought to enforce an agreement in writing, signed by the testatrix, which is as follows:

“ This certifies that the undersigned in consideration of the sum of one dollar and other good and valuable consideration to her in hand paid, the undersigned agrees to leave the sum of two thousand dollars to Sophie Steglich, the wife of her son "William Steglich, out of the insurance moneys she shall receive on the policies now held by her on the life of her husband Julius Steglich, and agrees to make her will and testament to this effect, or in the event of the death of said Sophie Steglich before the undersigned then said amount to be paid to George Mohlfeld, the son of said Sophie Steglich.
“ Dated July 19, 1897.
“AUGUSTA STEGLICH.
“ Witness:
“William C. Timm,
“ 140 Pearl St., U. Y.”

After the death of the testator the claimant presented a claim against her estate for $2,000 upon this instrument, which was rejected by the executors, whereupon a reference was agreed to under section 2718 of the Code of Civil Procedure. The referee correctly assumed tliat the recital of a consideration was sufficient to support the promise, in the absence of proof that as a matter of fact there was no consideration^ and that the burden of proof was on the executors ; but the referee held that that burden had been sustained and that the instrument was without consideration and, therefore, not enforcible. The claimant testified that she was the wife of a son of the testatrix and was working as a dressmaker; that sometime before this agreement was made her husband had appropriated the funds of his employers and consequently -lost his position; that the claimant had paid $500 or $600 to reimburse her [77] husband’s ■ employers; that in consequence of the loss of his position the claimant had been compelled to support her husband.

The claimant’s husband testified that his mother collected upwards of $14,000 upon policies of insurance upon the life of her husband sometime after this agreement was made and before her death; that after this agreement was executed the testatrix stated to the claimant’s husband that she wanted the claimant to have some of the money collected upon the insurance because he was not doing anything and his wife thought she ought to get something from the testatrix; that her word was as good as gold, and that she would give her (claimant) that money, and that she had made out a document to that effect; that the claimant came to her and said she ought to do something for the claimant as the witness was out of employment; that subsequently the testatrix had several conversations of that character, said that his wife need not be alarmed about the money as she would get it after father’s" death; ” that this agreement to pay'was in connection with the claimant’s-having supported the husband’s family while he was out of employment, and that the claimant had paid all expenses for his support out of her earnings. It seems that subsequent to the execution of this agreement the testatrix repaid the claimant the amount that she had paid on account of her husband’s defalcations; but that the claimant had. expended for the support of her husband more than $2,000.

Mr. Timm, who prepared this agreement, testified that on the day the instrument was executed - he called upon the claimant at the request of the testatrix to talk over the matter of the testatrix making some reimbursement for the moneys expended by her on account of her husband; .that the claimant said that she would be satisfied if she got a promise from her mother-in-law that the mother-in-law would leave her $2,000 out of whatever insurance money came to the mother-in-law from her husband’s.estate ; that in pursuance of this statement he prepared the instrument in question which was executed by the testatrix and returned, with the agreement executed, to the claimant and delivered it to her; that the claimant stated to him that she did not consider it right that she should be compelled to have paid this money for her husband, and that she should be compelled to work for her husband and support the family; and that under the circumstances, she thought it no [78] more than fair that the mother-in-law, who. had or w;ould get the money, should do something for her. Mr. Timm subsequently testified that the consideration as stated between himself and the claimant was something entirely in the past; that nothing, was 'said by her as to anything to be done, performed or paid by her in the future after the execution of this agreement. The claimant testified that when Mr. Timm came to her it was agreed that she was to have this promise to pay “for supporting my husband; my father-in-law and mother-in-law were rich and I was poor; my first husband had been sick and I had supported him, and I didn’t want to support another husband; ” and after signing the paper she had supported her husband from her earnings as dressmaker until after the testatrix’s death.

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In re the Estate of Steglich, 91 A.D. 75, 86 N.Y.S. 257 (N.Y. Ct. App. 1904).

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Related

Carrara v. Carrara
29 Misc. 2d 907 (New York Supreme Court, 1961)
Steglich v. Schneider
66 Misc. 390 (New York Supreme Court, 1910)
Delos Bush v. Whitaker
45 Misc. 74 (New York Supreme Court, 1904)