In re Williams

253 A.D. 6, 300 N.Y.S. 766, 1937 N.Y. App. Div. LEXIS 5099
CourtAppellate Division of the Supreme Court of the State of New York
DecidedDecember 23, 1937
StatusPublished
Cited by5 cases

This text of 253 A.D. 6 (In re Williams) 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 Williams, 253 A.D. 6, 300 N.Y.S. 766, 1937 N.Y. App. Div. LEXIS 5099 (N.Y. Ct. App. 1937).

Opinion

Dore, J.

This is an appeal from a surrogate’s decree in a discovery proceeding adjudging that twelve certificates of stock and three savings bank pass books belong to the estate of the deceased, [7]*7James Hennessy, and directing the appellant to deliver the property to the petitioner, the administratrix of the estate. The administratrix claimed that the property belonged to the estate. Margaret Coffey, the appellant, asserted title and ownership in her by reason of a gift causa mortis made to her by the deceased on January 11, 1935, three days before his death. The surrogate held that the gift causa mortis had not been established, that any delivery of the property by the deceased to the appellant was solely for purposes of safekeeping, and that it had been returned to the deceased before his death.

Most of the facts are undisputed. The deceased was a second cousin of the appellant whom he had brought from Ireland in 1922 with bis sister, Ellen Hennessy, who had sustained an injury on a visit there. At that time James Hennessy was sixty-five years old and his sister Ellen was an invalid. It was established by wholly disinterested testimony that the appellant resided with deceased and his said sister for many years from the time of her arrival in New York until the sister’s death in 1928 and during those years devoted all her time to the care of the invalid sister and also of the deceased, who, during the same period, began to suffer from cardial valvular disease, hardening of the arteries, and hypertension. Appellant did the cooking, laundry, housework, nursing, and served as personal attendant to the sister who never went out without her.

James Hennessy’s appreciation of these years of devoted service and his gratitude to the appellant were evidenced by letters to her, by the confidence and trust he concededly reposed in her, and by his frequently repeated statements — established by disinterested testimony — that bis sister should have made some provision for the appellant in her will and that he intended fully to provide for her. The learned surrogate in his first opinion, by error, inadvertently stated that the appellant had been a beneficiary of Ellen’s will but corrected and withdrew this in a second opinion, as the evidence was to the contrary.

In that same first opinion the learned surrogate emphasized a misconception of another important bit of evidence, the appellant’s letter dated January 12, 1934, a year before the decedent’s death, which the court, through inadvertence, assumed was dated on January 12, 1935, one day after the claimed gift causa mortis. The court in a later decision corrected this and stated that the earlier date of the letter made inapplicable the comment based upon the phrase, “ I took all bis bank books for safety,” and also made inapplicable the conclusion that the letter was an admission that there was no gift causa mortis but merely a delivery for purposes of [8]*8safety, and the erroneous conclusion from said letter was withdrawn.

James Hennessy, after his sister’s death, moved to California in 1929, but returned to New York in the early part of 1932 and at first lived at the Nassau Hotel in East Fifth-ninth street, so as to be near appellant who then worked and lived in the Manhattan Eye, Ear and Throat Hospital at 210 East Sixty-fourth street. Later he moved to a room at a Mrs. Finley’s, 500 West One Hundred and Twenty-second street, and thereafter into a room at a Mrs. Daly’s on the ground floor of the same address, where he remained until his death on January 14, 1935, at the age of seventy-eight. During this period (1932-1935) the appellant visited him frequently, and he also came to see her at the hospital. The cause of his death, as finally stated in the death certificate, was coronary sclerosis and chronic myocarditis.

The petitioner, a niece of the deceased, herself a physician and the wife of a physician, admitted in her petition that the appellant had attended the decedent’s sister for some time prior to her death and visited the decedent on numerous occasions during his lifetime. There is no evidence in the record to show that the petitioner herself had ever visited or ministered to the deceased or his sister during their lives.

The decedent became seriously ill in the fall of 1934 and on January 7, 1935, wrote that he was so ill he had to have a doctor come to see him twice a week and that he considered that his 41 days are numbered.”

The gift causa mortis was fully testified to by Mrs. Amy Grier of Waterbury, Conn., who had worked with the appellant in the Manhattan Eye, Ear and Throat Hospital. Her testimony was clear, convincing and satisfactory. She stated that on January 11, 1935, when the gift was made, the appellant and Mrs. Grier had spent two hours with the deceased in his room at Mrs. Daly’s. She testified the deceased said he was very ill and very much worried about his health and before they left he went to a trunk, brought out an envelope, stated he did not feel that he had very long to live and that he wanted the appellant to have these stocks and bank books if I should die,” adding that he would keep one bank book in which there was enough and more to carry him along during the remainder of his fife. She testified that the appellant took the envelope containing the stock certificates and the three bank books away with her to her room at the hospital where the witness saw them; that within the one envelope there were five other envelopes containing the stock and the bank books in question, all of which were identified by the witness on the trial. She further testified that on a prior occasion the deceased [9]*9had told her that he would take good'care of Margaret,” that is, the appellant, stating whatever she does for me now will be well paid for.”

The learned surrogate apparently did not question the veracity of the testimony of Mrs. Grier, which was characterized by frankness and truth, but interpreted it with other testimony to mean that the property was given by the deceased to the appellant on January 11, 1935- (as it apparently had been on a previous occasion), solely for safekeeping; and that it was in fact returned to the deceased before his death four days later. In his first decision, he referred to a statement made by this witness on cross-examination, that if the deceased had asked for the return of the property Margaret Coffey would have returned it, and added that this negatived a gift. But the witness immediately thereafter testified, He [the decedent] said he wanted her to have them,” and in any event the prior testimony would not negative a gift causa mortis as that type of gift is always revocable by the donor at his option at any time before death. (Ridden v. Thrall, 125 N. Y. 572, 579.)

The surrogate evidently rested his final conclusion on inferences from the testimony of one Dr. Rutledge, called by the administratrix, as he stated in his second opinion that this physician’s testimony established by itself that the subject-matter of the alleged gift was in the deceased’s possession at the time of his death.

As we read the evidence, the doctor did not, and, from the nature of his testimony, could not have so testified. He stated that he arrived in the deceased’s room about eight-thirty P.

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Bluebook (online)
253 A.D. 6, 300 N.Y.S. 766, 1937 N.Y. App. Div. LEXIS 5099, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-williams-nyappdiv-1937.