McLean v. Clark

118 Misc. 284
CourtNew York Supreme Court
DecidedMarch 15, 1922
StatusPublished

This text of 118 Misc. 284 (McLean v. Clark) 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
McLean v. Clark, 118 Misc. 284 (N.Y. Super. Ct. 1922).

Opinion

Tompkins, J.

The plaintiff is the widow of Stephen A. McLean who died in Westchester county, N. Y., on the 2d day of February, 1920, and whose last will and testament was probated in the Westchester county Surrogate’s Court on February 27, 1920. The testator left an estate of approximately $600,000, and by his said last will and testament gave $5,000 to each of four sisters and a brother of the plaintiff. To his widow, the plaintiff herein, he gave their residence at Mt. Kisco, the equity in which was of the value of about $100,000, together with the furniture and furnishings therein worth $7,675, and besides gave to said widow the income of a trust fund of $200,000.

The full market value at the date of the testator’s death of the property passing to the plaintiff under said will was about $245,000, . and to his two sisters the testator gave the residue of his estate, of the value of about $165,000.

This action is brought by the widow, to enforce an agreement alleged to have been made in the year 1906, just subsequent to their marriage, between herself and her husband, for the making of mutual wills under which the survivor was to secure the entire estate of the other, and which agreement it is claimed by the plaintiff was consummated on March 10,1909, when the plaintiff and her husband made and executed separate wills whereby each left to the other his or her entire estate. The original will executed by the husband on that date was found after his death in the Hanover Safe Deposit vault and is in evidence in this case. The plaintiff’s will of the same date was not produced at the trial but its contents were proved from a carbon copy produced by the lawyer who prepared and superintended the execution of said wills. Thereafter [286]*286the testator made four other wills and. one codicil, the wills being dated April 1, 1911, April 3, 1911, May 1, 1913, and May 1, 1918. The codicil was dated April 7, 1913.

After careful consideration of the evidence, documentary and oral, and the very thorough briefs of counsel, and the circumstances and probabilities of the case, I have reached the conclusion that the plaintiff has failed to establish the alleged agreement between her husband and herself for the making of mutual wills by that clear and convincing proof that is required in a case of this character. There is no documentary proof of the alleged agreement, save the separate wills of the parties that were executed on March 10, 1909, and the correspondence between the testator and Mr. Salmon who prepared and attended to the execution of said wills. Nowhere in these documents is there any declaration of an agreement for mutual wills and I cannot find in them any language that justifies such an inference. It is not enough to support an action of this character that the execution of mutual wills be established. It must further appear that they were executed in pursuance of an agreement between the parties made in certain and definite terms. Wallace v. Wallace, 158 App. Div. 273, and cases there cited; Edson v. Parsons, 155 N. Y. 555.

The words “ mutual wills ” do not appear in any of the correspondence or in the wills themselves.

I cannot find in these documents expressions that justify a conclusion that the husband and wife intended that each should be “ irrevocably ” bound by the wills then executed. Edson v. Parsons, supra.

The only other evidence in support of the plaintiff’s claim is the testimony of her brother Benjamin Ketcham and one George W. Will. Ketcham’s testimony related to a time just prior to the execution of the wills in March, 1909, and he testified that McLean stated in his presence that he and his wife were about to make mutual wills and asked Ketcham if he knew what they were and then said, that if he should die everything goes to Mrs. McLean,— Loula; if she should die everything goes to me,” and that a few days later when the will was executed, and in the presence of the lawyer and the subscribing witnesses that McLean again said: “ ' Ben, do you know what this means.’ I said ' Yes, I do.’ He said This means that Bonnie gets everything if I die and if Bonnie dies I get everything, and it comes back to me,’ and he said: ‘ do you understand ’ and I said: ‘ I understand completely ’ and then the testator further said: ' these wills cannot be changed without Mrs. McLean’s and my consent.’ ”

It seems to me rather strange that the testator should have [287]*287made these explicit declarations to Ketcham at the time of the execution of the wills and in the presence of the witnesses and lawyer, especially in view of the fact that if his testimony is true, only a day or two before the testator had made similar statements to Ketcham. More than twelve years elapsed between the time-when these conversations are alleged to have occurred and the trial of this action, and that fact in connection with the interest of Ketcham as a brother of the plaintiff, who with his four sisters, her nearest relatives, would upon her death without a will in the event of the plaintiff’s success in this action inherit an estate of about $600,000, requires that his testimony be considered with great caution, and it seems to me to be insufficient to establish such an important and far-reaching contract as the plaintiff seeks to establish.

The witness George W. Will is an insurance broker, and placed the fire insurance on the Mt. Kisco and Mountainville properties, all of which now belong to the plaintiff. He testified that in July, 1919, while he and McLean were walking through the house and about the premises at Mt. Kisco and talking about insurance matters and while McLean was apologizing for the actions of Mrs. McLean, and saying that they had had some differences which were unfortunate, McLean abruptly stated: There is no reason for it, we have made our mutual wills, and there is no reason why she feels that way.”

This seems to me very unreasonable, especially in view of the fact that prior to the date of this alleged conversation McLean had made the four new wills already referred to, including the last will and testament of May 1, 1918.

I have here reviewed the substance of all the evidence, documentary and parol, by which the plaintiff seeks to establish the alleged agreement, and conclude that it is too unreliable and doubtful in character to justify a finding in the plaintiff’s favor. There are other facts and circumstances, however, that negative the proposition that the plaintiff and McLean since 1909 understood that the wills executed by them in that year were irrevocable, and these I shall consider briefly.

(1) The execution of four subsequent wills and one codicil by the testator, all drawn by Judge Clark, who acted as his attorney from 1911 and who was the intermediary between Mr. and Mrs. McLean in their marital differences, and to whom the testator never made any mention of a mutual will agreement.

(2) Louisa Bloom, a housekeeper in the plaintiff’s home at Mt. Kisco, testified that on two occasions in April and July of 1919, which was the year before McLean’s death, the plaintiff told her [288]*288that her husband had made a will in favor of his sisters and that if she executed a deed of the Mt. Kisco property as he wished her to do, she “ would have nothing practically, and be a beggar.” This witness seemed to be disinterested and impressed me as truthful.

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Related

Hamlin v. . Stevens
69 N.E. 118 (New York Court of Appeals, 1903)
Edson v. . Parsons
50 N.E. 265 (New York Court of Appeals, 1898)
Wallace v. Wallace
158 A.D. 273 (Appellate Division of the Supreme Court of New York, 1913)

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Bluebook (online)
118 Misc. 284, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mclean-v-clark-nysupct-1922.