Smith v. Schopper

97 A. 52, 86 N.J. Eq. 107, 1 Stock. 107, 1916 N.J. Ch. LEXIS 70
CourtNew Jersey Court of Chancery
DecidedFebruary 9, 1916
StatusPublished
Cited by5 cases

This text of 97 A. 52 (Smith v. Schopper) is published on Counsel Stack Legal Research, covering New Jersey Court of Chancery primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Smith v. Schopper, 97 A. 52, 86 N.J. Eq. 107, 1 Stock. 107, 1916 N.J. Ch. LEXIS 70 (N.J. Ct. App. 1916).

Opinion

Griffin, V. C.

The bill in this cause is filed to obtain a decree setting aside an assignment operating as a gift inter vivos, on the ground that it was obtained by undue influence.

The assignment was made by the complainant to the defendant Theodor H. Schopper on the 21st day of February, 1910, when the complainant was sixty-eight years of age and Theodor forty-one years.

On the date of the assignment the complainant was possessed of $41,000- in stocks, bonds and cash, $21,000 of which were held by Theodor as trustee for the complainant, and the assignment operated to transfer all the stocks, bonds and cash so held in trust.

The complainant was, on the date of the assignment, and for some years before, somewhat feeble, mentally, with hearing and vision impaired. He lacked self-dependence and was accustomed to rely upon others.

The relations between them were those of trust and confidence. The complainant relied implicitly on Theodor and was dominated by him.

[109]*109The instrument was executed by the complainant at the request of Theodor on the morning of February 21st, prior to which time the idea of disposing of any. of his property by gift had not been considered by him, nor had such thought been suggested to him.

When the assignment was executed, he was surrounded by Theodor and his wife, Helen B. Smith and Ann Young, sisters of the defendant Mrs. Schopper. 'There was present no one interested in the complainant with whom he might advise.

•All of the property he was then possessed of (excepting accumulations) was derived from his father, who died in 1888, at which time the complainant was employed as a cashier in a large mercantile house in New York City. Almost immediately after his father’s death he resigned his position, and has continued out of employment since.

In 1895, complainant’s wife died, after which he took up his residence at the home of his older brother, George (whose wife was Helen B. Smith, sister of Mrs. Schopper), in Arlington. On October 4th, 1904, George died, but complainant continued to reside in the house of the widow of George until April 1st, 1912. From the year 1888 until George’s death the complainant depended solely upon his brother for companionship and the management and conduct of his business affairs. After the death of his brother, complainant was anxious to secure some person to do for him what his brother had done. He had no relatives by blood, nearer than a cousin, for whom he had little regard.

The complainant and his brother George had known Mr. Schopper for some years. He had favorably impressed George, who, in his lifetime, had spoken well of him to the complainant.

The relations between the complainant and the defendant Theodor had been those of ordinary neighborly friendship, not in any manner approaching intimacy; they had lived in adjoining houses for a number of years; the complainant had no- close friends or companions, and did not seek them, depending almost exclusively upon his brother for companionship.

In this situation the complainant sought someone to take the place of his deceased brother, and, within a few days after his brother’s death, turned to Theodor. Theodor’s statement of what occurred is as follows:

[110]*110“Well, he came to me and told me that he felt the death of his brother very much and if I would take the place of his brother — his brother was helping him along, as I knew, with what little writing there was to be done, and he wanted me to take the place of his brother like a companion and take an interest in him and advise him and do for him whatever he would need me to do, and if X would do that he would make a will in my favor leaving all his property to me; and I said I would and appreciated the regard he held for me, and I was surprised that he made such an offer, but at the same time I was willing to accept it. I told him my wife and children would also do all in their power-to make it agreeable for him and help him wherever they could.”

To cany out the understanding thus expressed, the complainant, on October 10th, 1904, six days after his brother’s death, made his will, giving all his property to Theodor. This will was substituted by another dated November 2d, 1906, the reason therefor being to conform to the cemetery rules respecting a burial plot, and to strengthen the will, as they understood it, by leaving one dollar to J. E., his cousin; and also one dollar to any other cousin or blood relative he might have upon his decease. Otherwise, the wills were alike. Both these wills were delivered to Theodor and were produced bjr him at the hearing.

Theodor, his wife and children, faithfully observed and kept the agreement made by Theodor down to August 11th, 1911, when the complainant wrote Theodor demanding a return of his securities. Notwithstanding such.demand, he continued to live with Mrs. Smith until April 1st, 1912, when he changed his residence to that of Mrs. Sharp, who is also a sister of Mrs. Schopper, and with whom he resided at the time of the hearing. Prior to this change of residence, Mrs. Sharp, whose relations with her sisters were quite unfriendfy, saw the complainant so infrequently that her testimony as to the complainant’s condition may he disregarded. During the period prior to the break between the parties the complainant visited the Schoppers three or four times a day; the children served him; the son, Everard Schopper, who was seventeen years old at the time of the execution of tire assignment, says he ran errands for him; that the complainant was corpulent, and that he performed tasks for the complainant that were odious, such as “manicuring his toenails.”

Theodor attended to complainant’s business and investments and collected the income; and while his employment during the [111]*111day was rather arduous, he devoted many nights to discussing with the complainant his affairs, and in his entertainment. He also, on Sundays, frequently, with his family, went to Greenwood cemetery, where complainant’s parents were buried, and from there they generally visited Coney Island on pleasure, at the request of the complainant, on which, trips the complainant paid his own personal expenses and permitted Theodor to pay those of himself and family. Thus, for a period of about seven years, Theodor, a young, vigorous man, with his wife and family, largely gave up the pleasures and comforts of evenings and holidays to the care and entertainment of this unattractive, uninteresting old gentleman.

That Mr. Schopper and his family endured all this discomfort from pure affection is unlikely. In the absence of the agreement they owed him no duty. It is, therefore, apparent that what they did was in the performance of the obligation imposed upon them by the agreement.

In 1905, Theodor discussed the situation with a legal friend and was made aware of his rights and risks under the agreement as to the will.

About the year 1907, 'Sweetser, Pembroke & Company, a large business house in New York City, became involved, and Mr. Schopper, knowing that practically all of the complainant’s wealth was invested with a prominent company at six per cent., suggested the wisdom of investing a part of his funds elsewhere so that he would not be “risking all his eggs in the same basket.” Accordingly, in 1907, the complainant drew $15,000 from this account, which Mr. Schopper invested in stocks and bonds, and delivered the same to Mr.

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Bluebook (online)
97 A. 52, 86 N.J. Eq. 107, 1 Stock. 107, 1916 N.J. Ch. LEXIS 70, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-schopper-njch-1916.