Phipps v. Van Kleeck

29 N.Y. Sup. Ct. 541
CourtNew York Supreme Court
DecidedNovember 15, 1880
StatusPublished

This text of 29 N.Y. Sup. Ct. 541 (Phipps v. Van Kleeck) 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
Phipps v. Van Kleeck, 29 N.Y. Sup. Ct. 541 (N.Y. Super. Ct. 1880).

Opinion

Daniels, J.:

The testator was a bachelor, owning an estate at the time of his -decease, on May 23, 1876, amounting to the sum of about $30,000. The will which was admitted to probate was drawn by the testator himself and executed on April 28,1874, when his health was unimpaired and his mind was sound. By its terms he provided for the distribution of his estate, chiefly among his relatives. Before that time he sustained intimate and friendly relations with the contestaras of this will, but he made no provision whatever in favor of either ,of them by its terms. It is to be inferred from that omission that he did not regard the existence of this very friendly intimacy as a sufficient reason for making either of these persons participants in the estate which he should leave at the time of his decease. Near the end of December, 1875, he left the city of New York, where [542]*542lie bad been living at tbe St. Nicholas Hotel, and went South. But tbe afternoon and evening before bis departure, and at his own invitation, one of bis executors visited and dined with him. During their interview this will was made tbe subject of conversation between them, and was referred to by tbe testator as containing a satisfactory disposition óf bis estate. There is nothing in tbe case tending to discredit this evidence in tbe least, or to indicate tbe remotest probability that at tbe time be left New York' be was in any respect disposed to change tbe terms of bis will. But, on tbe contrary, tbe presumption is warranted by tbe circumstances, that they met bis complete and perfect approval. And for those reasons it cannot be inferred that be could have been influenced or induced, merely by bis friendship for tbe contestants afterwards, to make them, or either of them, tbe recipients of bis estate.

About tbe middle of February, 1876, tbe contestants went to Jacksonville, and tbe testator called at tbe hotel where they then were, to visit them. They remained there several weeks and be called upon them in a friendly and famibar way every day. From there all three went together to Savannah. Tbe testator preceded tbe contestants from that place to Augusta, where be secured quarters for them at the same hotel, and met them at tbe depot upon their arrival there a short time afterwards. They continued there until tbe latter part of March, when tbe testator, who was then nearly seventy years of age, was attacked with paralysis. Tbe evidence shows this to have been very severe in its effects upon bis mind as well as his body. Practically it rendered him helpless and dependent upon tbe friendly attentions and offices of tbe contestants. They, and particularly Mrs. Phipps, kindly watched him and cared for bis wants. Tbe services rendered were those which bis condition needed, and be appears to have been conscious of bis dependence upon these two friends. "When they concluded to return to New York, by bis request be was taken with them, and to their residence, instead of tbe hotel where be bad previously made bis home. They reached New York on May 1, and on tbe 3d of that month, and only twenty days before bis own decease, tbe testator made another will, giving all bis property to Mary A. Phipps, one of these friends, and appointing tbe other, her 1ms-[543]*543band, Ms sole executor. To this will he did not subscribe Ms name, as he had to the one of 1874, which had been framed and written by himself. And no reason seems to have arisen rendering any change in the disposition of Ms property proper, beyond the care and attention bestowed upon the testator during Ms illness, extending then but little beyond the period of one month. During the short interval between his return to New York and the execution of this second will he had no intercourse with either of the persons who were to be made participants in Ms estate, under the terms of liis preceding will; and for that reason no cause could have arisen for dissatisfaction with them. They must then have accordingly remained as justly entitled to participate in his estate, as they were in his own judgment when these provisions were so deliberately made by him in their favor, and wMch he regarded as so satisfactory in his last proven allusions to them, as he was about to leave for the South. It was not shown that he was apprehensive that his disability and illness would be long-continued, as they were not, and for that reason should be provided for by any radical change in the disposition of his estate. And if it had been, the attention and services required by his condition could' have been adequately and fully recompensed, without the consumption of the mass of his estate.

The change which was made cannot be accounted for by reason of his circumstances. Neither gratitude nor justice required so much from Mm. And as no cause for dissatisfaction had arisen on the part of the relatives designed to be provided for by the terms of the will of 1874, no special reason for the direction last given appeared in the case. It is probable that the testator understood that he was making this will. That he had sufficient capacity for that purpose was shown by the evidence of Dr. Marcey, his attending physician; and that he understood the contents of the instrument subscribed by him, appeared from the evidence of the counsel who drew it. But these circumstances are not sufficient to secure it legal validity, if the testator was improperly influenced to withdraw his property from Ms relatives and bestow it upon a stranger to his blood, whom he had not previously considered to be an object of his testamentary bounty.

[544]*544Up to the time of the commencement of his fatal illness, his design was firmly established that his relatives should receive the bulk of his estate. Immediately after that occurrence he became much enfeebled, both bodily and mentally, and, with slight improvement, so continued until the will of 1876 was made. His condition was such that the vigor, which was shown to have characterized him in health, had disappeared. The emotions exhibited by him indicated that he had, without any other reason than that of his sickness, become capricious, and the dependence he felt upon the contestants rendered him a plastic instrument of even slight influences exerted over him on their part. Whát would not have affected him in health, would then prove entirely controlling over his conduct. As the evidence stands, there is no reason for presuming the exercise of that influence by the executor himself. What he did was to procure the counsel to draw the will and the witnesses to attest its execution, and in both he seems to have acted under the directions of the testator. But how the purpose was brought into existence which rendered these acts necessary, did not positively appear. The circumstances shown rendered it evident that the testator had been under the care 'and attention of the contestant, Mary A. Phipps, during the entire period of his illness. His condition was such as would not probably have suggested the expediency of another will, wholly different in its provisions from the one already so carefully made. There was no other person than her from whom the suggestion of such a change would have been likely to have originated. And on one occasion, while he was still in Augusta, a change of that nature was stated to have been suggested by her. His dependence upon her had become such as to render him subject to her influence ;

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Bluebook (online)
29 N.Y. Sup. Ct. 541, Counsel Stack Legal Research, https://law.counselstack.com/opinion/phipps-v-van-kleeck-nysupct-1880.