Ungrich v. Ungrich

141 A.D. 485, 126 N.Y.S. 419, 1910 N.Y. App. Div. LEXIS 3896
Appellate Division of the Supreme Court of the State of New York·Decided December 30, 1910·Published·Cited by 6 cases

Opinions

Laughlin,' J.:

On a former trial of this action the plaintiff recovered a judgment substantially for the relief demanded in the complaint, but on appeal to this court it was reversed. (131 App. Div. 24.) The former record presented, and this court in the opinion, in which all of the sitting justices concurred, considered the questions presented by this appeal, with one exception. It appears by. the record now before the court that after the trial justice had ruled on forty-two proposed findings of fact and nine proposed conclusions of law at the request of the attorneys for the plaintiff, he ruled on thirty-five proposed findings of fact described as “ Plaintiff’s Additional Bequests to Find.” These proposed requests, with the exception of being designated additional findings, were in the- form of original requests to find by the attorneys for the plaintiff. With respect to the thirty-fifth proposed additional finding, the record shows the following : “ Thirty-fifth. That in making these findings of fact this court has followed the decision of the Appellate Division on the former appeal herein as to the weight of evidence as to all questions of fact which were before the A ppellate Division in this case in favor of the defendants. (Found as to modification at request of defendant’s attorney.)” Following the memorandum with respect to the modification of the request are . the initials of- the trial" justice and the abbreviation of his official title." It is contended on the part of the respondent, and I think the fair inference is, t'hat the trial justice modified the thirty-fifth proposed additional finding at the instance of the attorneys for the defendants and found it in the modified' form. If it had been a proper finding of fact it would have been the duty of the. trial justice to rule on it as proposed without modification ; but no question with respect to that point is presented, for the record does not contain the proposed finding in its original form and there was no exception to its not having been found as presented. The learned counsel for the appellant contends that this finding shows that the trial justice did not exercise his judgment on the questions of fact independently of the views of this' court, and [487]*487that it indicates that he was constrained by the decision of this court on the former appeal to make the other findings to which this refers., In no aspect of the case was it a proper request to find, because requests to find should be proposed findings of fact with respect to the evidence in the case and not with respect to the operation of the mind or official action of the 'trial justice. It may, however, be regarded as a certificate by the trial justice, and viewed in that light it remains to be seen wliat is its legal purport. If it requires the construction that the trial justice has made these findings in obedience or deference to what he deemed to be the views of this court with respect to the facts, and did not give the parties the benefit of his own judgment in making the findings of fact, then doubtless the effect of such action would be the same as a mistrial, and it would be necessary to send the case back with directions to the trial justice to consider the evidence and make a decision thereon in accordance with law. Wé are of 0]rinion, however, that the learned trial justice did not intend by this finding to certify upon the record that he had not passed upon the questions of fact in accordance with his convictions on the evidence, but at the request of the attorney for the plaintiff he merely intended to say that his views conformed to the views expressed by this court on the former appeal herein as to the weight of the evidence on all questions of fact which were reviewed by this court.

On the questions which were considered by this court on the former appeal, we have examined the evidence which was presented more fully on this trial, but we do not. find that the change in the record is sufficient to render inapplicable thereto the rules of law which we applied on the former appeal in reversing the judgment.

The testator, Henry Ungrich,. died on the 1st day of March, 1901, leaving two sons, the plaintiff and. the. defendant Henry Ungrich, Jr., his only surviving children. He left a last will and testament, and therein appointed his son Henry and his nephew, Martin Ungrich, the defendants, executors and trustees. After directing the payment of his debts and funeral expenses he gave, devised and bequeathed unto his executors all his estate, real and personal and mixed, in trust to take possession of, manage and conduct the same arid to collect the rents, issues and income therepf until the Jivision of his estate $s therein directed^ and out [488]*488of such income to pay taxes, assessments and other legal charges,with express directions “ To sell and convert my entire estate into cash as soon after my decease as my executors, hereinafter named, and the survivors and survivor of them, deem best, in such manner and upon such terms as my executors, think proper.” He then directed the executors to set apart out of the proceeds of his estate the sum of $5,000-for the use of his granddaughter, with directions to give her the principal on her attaining the age of twenty-one years, and provided that in the event of her death before that time the legacy should lapse and become part of his residuary estate. - The next direction to the executors was “ to divide the balance of my estate into two equal one-half parts and to pay'over to my son, Henry Ungrich, one of such parts,-which equal undivided one-half part I hereby give, devise and bequeath to my said son, Henry Ungrich, to him, his heirs and assigns forever,” and he directed his executors to hold the remaining equal undivided one-half part of the balance of his estate, “and keep the same invested and reinvested,.and to pay over to my son, Martin Louis Ungrich, in quarter-yearly payments, during his natural life, the net income received from the investment of such one-half part of my estate.” ' He further directed that until the sale and division of,his estate as herein stated, the, net income from'the estate be equally divided between his two sons. He further devised the one-half part of the balance of his estate, the income of which was to be given to the plaintiff during life, to his son Henry on the (jeatli of the plaintiff,, and in the event of Henry’s death without issue prior to that time he devises the same over. In ‘the clause appointing the executors and trustees he again conferred upon them full power to sell or to lease any or all of his real estate, and to dispose of his personal estate “ when in their sound discretion it will be for the best interests and benefit of my estate .so to do.” He executed a codicil, by which he revoked the bequest to his granddaughter, but otherwise the provisions of the wall were not changed.

On the 22d day of May, 1902, the trustees conveyed the real estate to one Davenport, an employee of their attorneys, who, pursuant to a prior understanding, conveyed the same to the defendant Henry Ungrich, who was one of the trustees, and to whom, as has been seen, an undivided one-half interest-therein was in effect devised and the remainder in the other undivided one-half subject to the payment [489]*489of the income of that half to the plaintiff for life.

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Ungrich v. Ungrich, 141 A.D. 485, 126 N.Y.S. 419, 1910 N.Y. App. Div. LEXIS 3896 (N.Y. Ct. App. 1910).

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