In re the Probate of an Instrument Purporting to be the Will of McCarthy

269 A.D. 145
CourtAppellate Division of the Supreme Court of the State of New York
DecidedApril 20, 1945
StatusPublished
Cited by5 cases

This text of 269 A.D. 145 (In re the Probate of an Instrument Purporting to be the Will of McCarthy) 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 the Probate of an Instrument Purporting to be the Will of McCarthy, 269 A.D. 145 (N.Y. Ct. App. 1945).

Opinions

Dore, J.

Petitioner, proponent of a document claimed to be the last will of Timothy F. McCarthy, deceased, appeals from Surrogate’s decree denying probate entered on a general verdict after a jury had found special verdicts of lack of testamentary capacity and undue influence.

The conflicting evidence on the trial presented issues of fact on testamentary capacity and undue influence which were submitted to the jury for its determination; and as there is ample evidence to support the jury’s verdict, the decree entered thereon should not be disturbed unless there is found, as appellant earnestly contends, serious prejudicial error requiring reversal. The trial lasted four days; proponent called ten witnesses, contestants, fourteen; both sides adduced a great mass of evidence. Accordingly, only so much of the voluminous record will be summarized as is essential to intelligent understanding of the grounds alleged for reversal.

Timothy F. McCarthy, the deceased, lived with his first wife, Mary McCarthy, for sixty-six years. This appellant, then Beatrice Crotty, acted as nurse for Mary McCarthy for a week or two until Mrs. McCarthy’s death on July 5, 1941. Thereafter appellant remained in the home with McCarthy, as his nurse and housekeeper.

The gist of the testimony for the appellant was that at all times McCarthy was possessed of complete testamentary capacity, knew his own mind, was vigorous for his age, thought highly of proponent who had nursed his wife in her last illness and [148]*148had been kind to him and took good care of him during his own illness; and that the will was freely made without any undue influence or domination. The substance of contestants’ evidence was that after his wife’s death McCarthy did not want appellant in his home and tried to get rid of her but could not; that at the time he signed the propounded paper giving to appellant his entire estate of about $35,000 including all he had recently received from his wife’s estate, McCarthy was an aged man of eighty-three years, physically and mentally weakened by serious prolonged illness from which he never recovered; that he was childish, senile, mentally disoriented, his utterances and acts irrational; that he was easily subject to domination by appellant who had ample opportunity as she lived with him in his home as his nurse during all the times in issue.

• Concededly after his wife’s death, McCarthy became seriously ill and was under the constant care of a physician who attended him at his home frequently, for months almost daily. Thus the doctor came every day in September, 1941, 23 days in October, 16 in November, 15 in December, 11 in January, 1942, 21 in February, 11 in March, 11. in April and daily from May 1 to May 8, 1942, when McCarthy died.

The propounded document, dated October 31, 1941, left decedent’s entire estate to appellant who was also named sole executrix. On October 6th and October 22, 1941, two other documents had been signed by McCarthy giving his whole estate to appellant except that she was not named as executrix.

On January 5,1942, McCarthy applied for a marriage license; and on January 8, 1942, when he was about 84 years old and appellant 46, a church marriage ceremony was solemnized between them.

McCarthy had in his own name savings bank accounts of about $18,000. He also had inherited about the same sum from his deceased wife. After the marriage with appellant, the bank accounts in McCarthy’s own name were changed to joint accounts in the names of himself and appellant, payable to the survivor.

[149]*149Named executor and sole legatee of his deceased wife’s will, McCarthy, from his youth an actor, on the recommendation of the Actors’ Fund retained the Fund’s attorney, one Jacob Goodstein, to probate the will. Goodstein did so and was taking the usual steps for administering and closing Mrs. McCarthy’s estate when a dispute arose. In October, 1941, McCarthy wrote a note discharging Goodstein and directing him to turn over all papers including the bankbooks to another attorney, Max Palev, the lawyer who drew the propounded document and attended at the execution thereof.

On McCarthy’s behalf, Paley instituted a formal proceeding in the Surrogate’s Court to fix Goodstein’s fees and compel him to turn over the papers. In that proceeding Goodstein waived any fee for himself, but seriously questioned whether McCarthy was then able to look after his own affairs and suggested that McCarthy appear before the Surrogate so that the court could protect his interests. On the day agreed on for his appearance, a doctor’s certificate was produced stating he was unable to attend.

Thereafter the Surrogate, on the consent of all parties and their attorneys in that proceeding, sent Mr. Kieran, a law1 assistant of the Surrogate’s Court, to McCarthy’s home on November 24, 1941. The attorney and counsel for McCarthy as well as Mr. Goodstein were present and also Dr. McTague, McCarthy’s physician; appellant and one Mr. Dickson were in the living-room or the adjoining room during the hearing. McCarthy was questioned by Mr. Goodstein and by Mr. Chapman, his own counsel; the law assistant also asked a few questions; the record was taken by a stenographer.

At that hearing McCarthy said he knew Goodstein for forty years, whereas the fact was that he first met him in July, 1941; that Goodstein had told him seven months before at Sixth Avenue and 50th Street that he would get McCarthy a million dollars; that he knew Wiener about nineteen years, having first met him when McCarthy was with George Cohan in one of his shows, whereas the fact was that Wiener was associated with Goodstein; that he just learned that Mr. Goodstein was acting as the lawyer for his wife’s estate and did not know it “ up to now ’ ’, whereas Goodstein had been acting as McCarthy’s attorney since his wife’s death in July, 1941. McCarthy told his own counsel that he went down to Goodstein’s office because he heard “ they were putting out some plays, and I went down myself to see if there was any part in my line.” He stated that he knew Mr. Kieran, the law assistant, for many years, that he [150]*150was a very good manager, and he was a good many years with George M. Cohan,” whereas he was never with Mr. Cohan and had never met McCarthy before in his life. McCarthy also denied reading papers which he concededly had read only a few minutes before and showed in other ways mental confusion and lack of orientation in respect of persons and his surroundings. In parts of his testimony, however, he answered rationally, intelligently, at times even forcefully, and wrote out in longhand at Goodstein’s request a letter substantially the same as the one he had previously sent discharging Goodstein and substituting Paley as his attorney.

This hearing, which now is denounced as an unwarranted inquisition, was taken on the express consent of all parties to the prior proceeding and questions and answers from it, includ ■ ing Mr. Kieran’s brief testimony, were received in evidence on this trial without any objection whatever to any part of it by appellant. Both sides read into evidence such parts of the minutes as were deemed helpful to their respective contentions and then asked questions thereon. The admission into evidence of the questions and answers at the hearing on November 24, 1941, affords no ground for reversal of this decree. It is immaterial that appellant was not a formal party to that prior proceeding.

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Bluebook (online)
269 A.D. 145, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-an-instrument-purporting-to-be-the-will-of-mccarthy-nyappdiv-1945.