Lowe v. Plainfield Trust Co. of Plainfield

216 A.D. 72, 215 N.Y.S. 50, 1926 N.Y. App. Div. LEXIS 9159
Appellate Division of the Supreme Court of the State of New York·Decided March 19, 1926·Published·Cited by 14 cases

Opinion

Finch, J.

The action was brought for the partition of certain real property located in the State of New York, of which one James A. Lowe, a resident of the State of New Jersey, died seized and possessed. The deceased was survived by the plaintiffs, his son and daughter, and by his widow, since deceased. Under the will of the latter, the plaintiffs have succeeded to any interest which she may have had in the estate of her deceased husband.

The complaint alleges that the said James A. Lowe died on or about the 13th day of October, 1923, leaving a last will and testa[74] ment dated May 24, 1921, which was admitted to probate on December 11, 1923, as a will of real and personal property by the surrogate of Somerset county, N. J., and that letters testamentary were issued to the defendant Plainfield Trust Company of Plain-field, N. J. It is further alleged that the testator was not competent to make a will; that if said will was actually signed by him, it was signed by reason of undue influence. It is further alleged that the said James A. Lowe died seized in fee simple of certain parcels of real property located in the State of New York, as well as certain real and personal property located in the State of New Jersey; that the testator devised the real property located in the State of New York to the defendants Somerset Hospital of New Jersey, St. Vincent’s Hospital of New York city and St. Luke’s Hospital of New York city, in contravention of chapter 18 of the Consolidated Laws of 1909 of the State of New York,* which prohibits any person having a husband, wife, child or parent from devising or bequeathing more than one-half of his or her estate, after the payment of his or her debts, to any benevolent, charitable, literary, scientific, religious or missionary society, association or corporation; that by reason of the premises the plaintiffs, as heirs, became seized in fee simple of one-half the property left by the testator, wherefore, the plaintiffs demand judgment that the will be adjudicated to be invalid and that partition be made of the real property among the persons entitled thereto.

The answer, in addition to denials, as a separate defense, alleges that the will in question was admitted to probate on consent of the plaintiffs, pursuant to an agreement of settlement entered into between the plaintiffs, the deceased widow of the testator and the defendants Somerset Hospital, St. Vincent’s Hospital and St. Luke’s Hospital; that the executor of the will had entered into a contract for the sale of the property located in New York, with the exception of one parcel thereof, and that plaintiffs had accepted payments under the said settlement agreement.

Plaintiffs, in reply, allege that the agreement upon which the probate was had was void, in that it was without consideration; that it was not executed by the executor and trustee under the will and that it was ineffective as to real property situated in the State of New York in that it attempted an unlawful suspension of the power of alienation of said property. Further, that plaintiffs were not apprised of their rights under the laws of the State of New York; that at the time they entered into the said agreement they were over the age of seventy years, not conversant with [75] legal matters or phraseology and that it was represented to them that all the provisions of the will were valid and enforcible, also that they would receive income at the rate of six per cent on a fund which the settlement agreement provided should be set up for their use, whereas no provision for interest was made in the said agreement, and that plaintiffs would not have entered into the agreement of settlement had they known that certain provisions of the will were invalid or that they might not receive six per cent from the trust fund, as provided for by the agreement.

Even if it be assumed that the decree admitting the will to probate in New Jersey is a valid and binding decree, nevertheless, in so far as the will disposes of real property situated in the State of New York, the law of this State governs, and the construction, validity and effect of the will must be determined thereunder. The general rule applicable is well stated in 32 Cyc. 674, as follows: “ It is a principle firmly established that the law of the State wherein real estate is situated * * * controls and governs its descent and alienation; the construction, validity, and effect of wills and other conveyances thereof; and the capacity of the parties to such contracts or conveyances, and their rights thereunder. This rule is without exception, and it is not in the power of any State by any legislative act to prescribe the mode in which lands in another State may be disposed of or title thereto passed from one person to another.”

In Monypeny v. Monypeny (202 N. Y. 90, 92) the court, through Cullen, Ch. J., said: “ The Code of Civil Procedure (§ 1866)* expressly authorizes an action to determine the validity and construction, or effect, under the laws of this State, of a testamentary disposition of’ real property situated within it. There can be no question that, though the will was made in Ohio, its interpretation and effect, so far as it relates to the real property within this State, is to be determined by the courts of this State and that their decision is conclusive.” (See, also, Peck v. Cary, 27 N. Y. 9.)

Under section 17 of the Decedent Estate Law (as amd. by. Laws of 1923, chap. 301) a question arises as to whether the will attempted to dispose of New York real estate in violation thereof. The respondents contend that any rights derived from the section of the af oresaid Decedent Estate Law may be waived, and contend that any such rights in the plaintiffs have been waived by the aforesaid settlement agreement. In so contending, however, the respondents overlook the fact that the validity of the very agreement upon which they rely as constituting a waiver is in issue. [76] In so far as it is contended that the validity of this agreement has been determined by the Special Term favorably to the respondents, it is sufficient to say that the pleadings create issues of fact which must await a trial. Rule 112 of the Rules of Civil Practice, providing for judgment on the pleadings, does not apply where issues of fact are raised by the pleadings. Rule 113 of the Rules of Civil Practice, providing for summary judgment, applies only to a debt or liquidated demand, whereas this is an action in partition. As was said in Interstate Pulp & Paper Co. v. New York Tribune, No. 2 (207 App. Div. 453): “ This is not an action for a debt or liquidated demand within the purview of rule 113, and for that reason the motion for summary judgment was properly denied. The motion for judgment on the pleadings under rule 112 of the Rules of Civil Practice was properly denied, as the pleadings raise issues of fact which should be tried in the usual manner, and not determined upon affidavits.”

If the motion be considered as a motion not under rule 113 for a summary judgment or under rule 112 for judgment on the pleadings, but under rule 104 of the Rules of Civil Practice to strike out the reply as sham, then no affidavits are permitted, since the only question to be determined under said rule is whether the answer or reply, upon its face, shows a colorable defense. (King Motor Sales Corporation v. Allen, 209 App. Div. 281.)

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Lowe v. Plainfield Trust Co. of Plainfield, 216 A.D. 72, 215 N.Y.S. 50, 1926 N.Y. App. Div. LEXIS 9159 (N.Y. Ct. App. 1926).

216 A.D. 72 (Lowe v. Plainfield Trust Co. of Plainfield) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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