Taber v. First Citizens Bank & Trust Co. of Utica

247 A.D. 580, 288 N.Y.S. 350, 1936 N.Y. App. Div. LEXIS 8326
Appellate Division of the Supreme Court of the State of New York·Decided May 6, 1936·Published·Cited by 5 cases

Opinion

Lewis, J.

This appeal requires us to construe an antenuptial agreement.

William I. Taber died September 10, 1931, survived by a widow, who is the plaintiff in this action, and two sons by a former marriage, who are defendants. His marriage to the plaintiff had occurred February 12, 1927. Mr. Taber was then sixty-two years of age and for many years had been a prominent figure in the financial and business life of Utica. He had served as president and later as chairman of the board of directors of one of its largest banks and had been a director of many of its business enterprises and social welfare organizations. The plaintiff, a woman then fifty-five years of age, had also been previously married. During a widowhood of thirty-one years she had ¡proved herself possessed of uncommon [582] business ability, as is evidenced by the fact that through various successful ventures she had supported herself and had afforded her only son a college education.

The married life of the plaintiff with Mr. Taber, which covered a period in excess of four years, was concededly one of mutual confidence and contentment. Meanwhile he had enjoyed a substantial income which enabled him to provide generously for their living and travel. At the time of his marriage to the plaintiff he owned personal property valued at approximately $232,000, a substantial portion of which had been bequeathed to him by his first wife.

Under the provisions of his will, which was executed February 15, 1927, three days after his marriage to the plaintiff, the bulk of bis estate was given to his two sons. The will also contained the following provision:

“Fourth. I have, by a separate instrument, made prior to the execution of this will, amply provided for my wife, Emma B. Taber, and I am, therefore, making no provision for her in this, my last Will and Testament.”

By a codicil executed in 1929 he directed that, for a period of one year after the date of his death, his wife should be given the free use of his home with all household! furnishings and automobiles owned by him and directed his executor to pay during that period all taxes, wages of servants and chauffeur and all other expenses incidental to the maintenance of the plaintiff’s home, including provisions. This instrument also confirmed his former will except as inconsistent with the codicil.

In February, 1932, following the probate of her husband’s will, the plaintiff commenced this action. By her amended complaint she alleges in substance that prior to her marriage to the decedent she was induced by his false and fraudulent representations to sign an antenuptial agreement which deprived her of such a share of his estate as would enable her to maintain her station in life as would become bis widow; that an oral agreement was made between Mr. Taber and herself which provided that the instrument thus signed by her was a temporary arrangement designed to protect her in the event of an accident to him during a wedding journey then contemplated and that upon their return he would execute a will or other legal instrument by which ample provision would be made for her befitting her station in life; that in furtherance of a design to cheat and defraud the plaintiff, and within a short time after their marriage, her husband executed a will which, in disregard of the oral agreement, made no provision in her favor. By her prayer for relief plaintiff demands specific performance of the alleged oral agreement" and that a lien be impressed upon the estate of her [583] deceased husband to the extent necessary for the accomplishment of that purpose, or in lieu thereof that she be awarded the sum of $98,630 with interest from the date of her husband’s death. As an alternative relief she seeks a judgment which “ will adapt the relief to the exigencies of the case, by way of money damages or otherwise, as right, justice, equity and good conscience may dictate. ” Upon the trial the plaintiff was barred by section 347 of the Civil Practice Act from testifying as to conversations had with the decedent relating to the alleged oral contract upon which she bases her demands. However, she produced a witness who testified that on February 5, 1927, while acting as a secretary to Mr. Taber and seated in a room which adjoined and opened into his private office, she overheard the following conversation between the plaintiff and Mr. Taber: I am having [the attorney] draw up a temporary agreement to set aside my Bay Pond stock for you while we are on our wedding trip, and then when I return I am going to make over my will and give you this Bay Pond stock, and that is the very best thing I have, and it is something that will produce for you and enable you to live as you will five as my wife.”

It is plaintiff’s claim that the conversation quoted above expressed the agreement between Mr. Taber and herself which she now seeks to enforce; that she entered into that agreement with implicit faith in Mr. Taber and in his promise thus made and relying upon such promise she signed the antenuptial agreement which she now claims she was induced to sign by his false and fraudulent statements.

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Taber v. First Citizens Bank & Trust Co. of Utica, 247 A.D. 580, 288 N.Y.S. 350, 1936 N.Y. App. Div. LEXIS 8326 (N.Y. Ct. App. 1936).

247 A.D. 580 (Taber v. First Citizens Bank & Trust Co. of Utica) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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