Thompson v. Peterson

152 A.D. 667, 137 N.Y.S. 635, 1912 N.Y. App. Div. LEXIS 8604
CourtAppellate Division of the Supreme Court of the State of New York
DecidedOctober 4, 1912
StatusPublished
Cited by9 cases

This text of 152 A.D. 667 (Thompson v. Peterson) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Thompson v. Peterson, 152 A.D. 667, 137 N.Y.S. 635, 1912 N.Y. App. Div. LEXIS 8604 (N.Y. Ct. App. 1912).

Opinions

Woodward, J.:

This action was brought under the provisions of section 2653a of the Code of Civil Procedure to set aside the probate of the last will and testament of Charles E. Thompson, ■ deceased.

The case was tried before the court and a jury, who rendered a verdict in the plaintiffs’ favor. The defendants moved for a new trial, which was denied, and from the judgment entered . on the verdict and the order denying the new trial an appeal is taken to this court.

The testator died at Jamaica, Queens county, on the 24th day of February, 1910. His wife had died a short time before him, on February 10, 1910. They left no children. By the will the testator gave a legacy of $2,000 to his brother William Thompson; another legacy of $2,000 to his brother Edwin Thompson, and then directed the residue of his estate to be divided equally between the defendants Charlotte E. Griffin, Jennie E, Cornell and Lillian G. Peterson, who were nieces of his deceased wife.

[669]*669The testator left an estate consisting of personal property of the value of about $29,000 and a parcel of land valued at about $1,500. At the time of his death he was sixty-five years of age. He was a native of Long Island, but for a consider able number of years prior to January, 1910, had resided at Albany, where he was employed as a clerk in the office of the State Department of Health. About December 1, 1909, he resigned his position and early in January, 1910, went to St. Augustine, Fla., with his wife, who was in poor health at the time. Mr. Thompson was also in poor health, having suffered for some time from diabetes and also from hardening of the arteries. Mrs. Thompson died rather suddenly at the boardinghouse where the couple was staying. The testator brought his wife’s remains by steamer to Hew York, and had them buried at Springfield, L. I., where her mother was buried. This interment was had after wiring Mr. George E. Cornell, the husband of his wife’s niece, Jennie E. Cornell, at Jamaica, L. I. After the funeral the testator went to Mr. Peterson’s residence in Jamaica, where he resided until his death, which occurred nine days later. A few days-after the funeral of his wife, he met Mr. Leander B. Faber, who had acted as his attorney in other matters, and told him he was coming to see him. He was on the street on Monday, February twenty-first, but after retiring on February twenty-second he did not leave his room, nor was he out of bed to be dressed, although up and around the room.

On Tuesday morning, February twenty-fourth, at about eight-thirty, Mr. Faber was summoned to Mr. Peterson’s house by a telephone message from Mrs. Peterson. On his arrival he was told Mr. Thompson was upstairs and wished to see him. He went upstairs to Mr. Thompson’s bedroom and remained there about five or ten minutes alone with Mr. Thompson, and at that time Mr. Thompson told him he wanted to have his will drawn, but he did not know what he wanted to do about his brother Eddy.” Mr. Faber told him to think it over, and when he had made up his mind to let him know, and he would come back. A few minutes before ten he was again called on the telephone and told Mr. Thompson wished to see him. He again went to Mr. Peterson’s house, [670]*670taking with him paper and a seal. On arriving at the house he went to Mr. Thompson’s room and was there for ten to fifteen minutes. Mr. Thompson then told him what he wanted to do in his will; that he wanted to give his brother “Eddy” $2,000, his brother William $2,000, and wanted to give the rest to his wife’s nieces. Mr. Faber then went downstairs into the dining room and wrote out the will on the paper he had brought, but before doing so telephoned to a Mr. Barthel, who was an attorney employed in his office, to come over and act as a witness to the will. Mr. Barthel arrived at about the time the writing of the will was finished. The two then went upstairs to the testator’s room. Mr. Faber read to him the will he had prepared, and asked him if it was all right. He. replied it was, and sat up in bed and signed the will, and when asked if he declared it to be his last will and testament by Mr. Faber, answered “Tes.” Mr. Barthel and Mr. Faber were asked to witness the will, and they then and there signed it as such. No one was present at these transactions but the testator and Mr. Faber and Mr. Barthel. Mr. Faber testified no one made the slightest suggestion to him (Faber), or to Mr. Thompson, as to any feature of the will. After the will was executed Mr. Thompson gave the will to Mr. Faber, who, at Mr. Thompson’s request, took it to his office. Mr. Faber and Mr. Barthel both testify that while a very sick man, the testator’s mind was clear. Mr. Thompson died about four hours after the execution of the will.

The foregoing, we think, is a fair statement of the evidence in the case, touching the circumstances attending the execution of the will. There is in the case the absence of any further or different evidence tending to show any undue influence on the part of the beneficiaries named in the will, or on the part of any other person.

One of the grounds on which the validity of the will was attacked, as alleged in the complaint and claimed on the trial, was that its execution was procured by fraud and undue influence practiced on the testator by the defendants Lillian T. Peterson, Jennie E. Cornell and other persons.

The trial court was requested at the close of the evidence to take from the jury any question as to undue influence in this [671]*671case. The court refused, and the defendants excepted. On the contrary, the court instructed the jury that it was a question for them to determine from the evidence, and in our opinion the ruling of the trial court and the manner in which the question was submitted to the jury were highly prejudicial to the rights of the defendants. The court on that branch of the case, in its charge to the jury, said:

“It is your function to draw legitimate inferences as to things that no witness speaks of, to draw legitimate inferences from other facts, which are proven to your satisfaction. The fact that nobody has sworn to any particular thing, or to some particular thing, does not immediately require you to check that off as one of the facts that are not in the case. If you get up '.some morning and find a window in your house open and your money gone, and a man’s track in the snow, coming and going underneath your window, you know that you have been robbed by a burglar, although you never saw him. That is the reasonable inference to draw, and where anything transpires behind closed doors. * * *
“ Now, there is another thing, another consideration ■— whether he was brought to the desire, the intention, the purpose, to make this Will by any undue influence. Now, I have pointed out to you that this thing all happened behind the doors of Mr. Peterson’s house, and none of his heirs and next of kin, none of the persons who would have received this property if he had made no Will, were present or knew that he was at the point of death, and nobody says he ever thought of making a Will before, and the first any witness knows about it, is when Mr. Faber gets the telephone message from Mrs. Peterson at eight o’clock in the morning. Why at eight o’clock in the morning? Was it Mrs. Peterson’s idea that he should make the Will, or was it his ? Is there any evidence about it ? None whatever. There is no evidence that he suggested to Mrs. Peterson that she send for Mr.- Faber. When Mr.

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Bluebook (online)
152 A.D. 667, 137 N.Y.S. 635, 1912 N.Y. App. Div. LEXIS 8604, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thompson-v-peterson-nyappdiv-1912.