Lyon v. Bailey

130 N.Y.S. 815
CourtNew York Supreme Court
DecidedAugust 5, 1911
StatusPublished
Cited by1 cases

This text of 130 N.Y.S. 815 (Lyon v. Bailey) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lyon v. Bailey, 130 N.Y.S. 815 (N.Y. Super. Ct. 1911).

Opinion

TOMPKINS, J

Lavina M. Hooper died March 1, 1907, about 10:30 p. m. at the age of 74 years, leaving her surviving no child or grandchild, and no husband, and the following heirs at law and next of kin only: James W. Lyon and George A. Lyon, brothers, Tamer L. Bailey, a sister, Sheldon A. Givens, a son of a deceased sister, Walter Lyon, Alfred Lyon, and John A. Lyon, children of a deceased [816]*816brother, Ida Buckingham, a daughter of a deceased sister, and Evelyn" Clark and Minnie Robins, daughters of a deceased brother, all of whom are parties to the first .above-entitled action.

For many years prior to April, 1904, Mrs. Hooper had lived in Brewster, Putnam county, N. Y., where her husband had died in about the year-. Becoming ill in 1904, she was taken to the home of her sister, Tamer F. Bailey in Danbury, Conn., and lived there with the Bailey family until her death. By stipulation these two actions were tried together, and the evidence given is to be applied to both so far as the same is competent and material.

The first action is by James W. Lyon, a brother of the deceased, to set aside an alleged deed from Lavina M. Hooper to her sister, Tamer L. Bailey, and apparently executed on the 15th day of February, 1907, but claimed by the plaintiff to have been actually signed February 16, 1907, purporting to convey all of Mrs. Hooper’s real property consisting of four houses and lots in the village of Brewster, N. Y., of the value of about $20,000, 'and which deed was not recorded until three days after the death of Mrs. Hooper. The other suit is brought by James W. Lyon, as administrator of the goods, etc., of Lavina M. Hooper, against Tamer L. Bailey and others, to set aside an alleged release and satisfaction of a mortage upon real property of the said Tamer L. Bailey, which mortgage was to secure payment of the sum of $2,000, and was held by the decedent by assignment from her late husband, and which release and satisfaction (two papers) are dated, respectively, February 26 and March 1, 1904, and the plaintiff asks for the foreclosure of the said mortgage.

The substance of the claims made by the plaintiffs in both actions is that the alleged deed, release, and satisfaction were procured by undue influence, fraud, and deceif, and at a time when the decedent was physically and mentally incapable of transacting business, and in pursuance of a conspiracy on the part of the members of the Bailey family to procure from Mrs. Hooper substantially all of her property. And in support of that charge the complaint in the administrator’s action alleges several transfers of moneys and bank accounts to members of the Bailey family by the decedent, during the month of February, 1907, and it appears from the undisputed evidence that, during a period of 20 days preceding Mrs. Hooper’s death, papers were executed, or purport to have been executed, by which real and personal property amounting to about $25,000 in value, and comprising all of her property, except about $300 worth of her personal effects, was transferred to members of the Bailey family.

I have given very careful consideration to the testimony and exhibits of the parties, and the very able and thorough briefs of counsel and the authorities cited by them, and have reached the conclusion that the plaintiffs in both actions should prevail, and the following are my reasons as briefly stated as seems to me they can be, in view of the number of questions involved, and the amount of testimony taken in court and in the form of depositions.

I shall first consider the facts relating to the alleged release and satisfaction of mortgage, because there are some circumstances con[817]*817nected therewith that seem to me to throw some light on the prior preparation and execution of the deed.

The release was executed at 11:30 o’clock p. m. on February 26, 1907, about 70 hours before Mrs. Hooper’s death, and the nurse, Susan Woodin, who was present and signed the paper as a witness, described the execution thereof as follows:

“Mr. Bailey came in and asked Mrs. Hooper if she wanted to sign the paper to put the people out of her house in Brewster, and she told him, ‘Yes.’ * * * He took this paper and held the light. * * * He put the pen in Mrs. Hooper’s hand. He took her hand with this pen in her hand. He wrote her name on this paper. * * * That was all he said to her. I didn’t know what this paper was; nobody read it. * * * I understood they wanted papers signed to put the people out of the house. * * * He (Halcyon G. Bailey) said that he had been put in to attend to the old lady’s property or business, and showed me writing that he had there, and he said that there was something in there to sign, and gave me to understand that it was that business at Brewster, and I said, if there was anything to be done, it would have to be done very soon, because I knew the old lady was nearly gone. He got her all ready to sign the paper, when he asked her the question.”

And on cross-examination this witness testified:

“I wouldn't have signed the papers if X had known what they were. Q. Why? A. Because I supposed it was simply what Mr. Bailey said. Q. You think she was competent to sign some paper to turn them out of the house, and not competent ta sign these? A. I think this is a different thing altogether. Q. You think she was competent to sign that paper? A. No, I don’t think she was competent to sign anything. Q. Why do you think the old lady was competent to sign that kind of a paper, and not competent to sign another kind? The Court: She means to justify them in putting somebody out of the house? Witness: Yes, that is what I mean. I didn’t know it affected any property.”

This witness seemed to be entirely disinterested, and impressed me as honest and truthful, and seemed to be the only real disinterested witness who described the occurrences at the time and the manner of the execution of this release. This witness also testified that, after Mrs. Hooper’s death, Halcyon G. Bailey came to see her, and they talked about the occurrences in Mrs. Hooper’s sick room on the night of February 26, 1907, and that she “said to Mr. Halcyon G. Bailey that he told Mrs. Hooper, when he put the papers there to be signed, that he asked her if she wanted to sign the paper to put the family out of the house, and he said ‘Did I say that?’ and I says, ‘You know you did.’ Q. What reply did he make to that? A. Not any.” And it is a significant fact that, although Halcyon G. Bailey was in court when this testimony was given, he did not take the witness stand to deny or explain it.

At the time of the execution of this release, Mrs. Hooper was very sick, bedridden, and physically heldless, and, besides, her mental condition was such that she was not able to comprehend or transact matters of business, and was easily susceptible to any influence that members of the Bailey family, with whom she was living, might exercise over her. At the same time that the release of mortgage was executed, a bill of sale to Tamer D- Bailey of all the household goods and personal property owned by her, and contained in her house at Brewster, [818]*818was executed by Mrs. Hooper, the signing of which • occurred -at the same time and in the same manner as the execution of the release of mortgage.

On the night Mrs. Hooper died, Halcyon G. Bailey held her hand and helped her to write her name upon a satisfaction piece of the same mortgage, made by Tamer L.

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Related

Lyon v. Bailey
137 N.Y.S. 1127 (Appellate Division of the Supreme Court of New York, 1912)

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Bluebook (online)
130 N.Y.S. 815, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lyon-v-bailey-nysupct-1911.