Whelan v. Whelan

3 Cow. 537
CourtNew York Supreme Court
DecidedApril 15, 1824
StatusPublished
Cited by40 cases

This text of 3 Cow. 537 (Whelan v. Whelan) 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
Whelan v. Whelan, 3 Cow. 537 (N.Y. Super. Ct. 1824).

Opinion

Woodworth, J.

The bill seeks to be relieved against two. conveyances executed by the appellant—the one for a farm in Johnstown, the other for 100 acres of land in the county of St. Lawrence,

Relief is claimed, on the ground of undue influence and fraud. The respondents object, that the former is not alleged in the bill, and consequently not in issue.

Ground on which relief is sought.

What the bill charges.

The hill charges the respondents with fraudulent artifices, management, and undue influence, in obtaining the deeds. It is, however, sufficient, if from an examination of the whole bill, the facts stated shew that the respondents necessarily had undue influence or control oyer the appellant, so that the parties did not treat on equal terms. The rule that [572]*572requires every thing essential to the appellant’s right to be alleged, is then satisfied. His equity will then appear, and the Court may administer the relief to which he is entitled. Whether undue influence has been used, is an inference from the facts alleged and proved, and does not require the averment of the pleader to put them in issue. It is enough if they authorize the Court to draw the conclusion, .

[571]*571Undue influence is. in issue, if it appear, from the whole bill, to be charged,

[572]*572ence^romfacts alleged and proved.

Leading feacase8 °f the

Causes for a-voicing a con-confidence; in'arÍceU-aCadvan"f tage from age StTSi tiaiity of apa-

. I will briefly state some of the leading features of this case. appellant is far advanced in years. He is probably not exempt from the infirmities incident to mind and body in the last stage of human life. In this second childhood, a surrender of business into other hands becomes indispensable. Something like a guardianship of the person and property is in most cases necessary. The appellant had reared a numerous family. For several years there appears to have been much family contention, arising from dissensions between his children, with respect to the. use and management of his estate. The appellant’s wife took part with some of the children. She and her husband lived unhappily, and separated. The bill alleges that the appellant had committed the management of his estate chiefly to his sons, John, Joseph and William ; that after his wife left her home, the farm was in the exclusive possession of the appellant and the respondents. It is in proof that the appellant was very credulous, and easily persuaded by those whom he believed his friends ; that he was easily led by Wi’lliam; that in the family strifes the appellant and the respondents were on o.ne side—-the wife and the other children in opposition ; that the appellant could be persuaded to do any act dictated to him, when apprehensive that his property was in danger. It cannot be doubted that he was placed in a situation highly favourable to the views of the respondents. They had full opportunity for operating on his hopes and fears. A contract obtained from one party, so much in the power of the other, cannot be sanctioned, if con-fiance has been abused, if there is inadequacy of price, or the inference is plain, that advantage has been taken of age ^nd imbecility, and the partiality of a parent has been artfully made use of to strip him of his property, and reduce him to a state of dependence and want.

[573]*573it does not appear that Joseph was an active agent in procuring the deeds. The transaction was between the appellant and William. The first question is, whether fraud or undue influence was practised by the latter.

The farm is valued at $9000. The appellant’s debts were trifling. His wife boarded with Mrs. Shurtliff. The bill alleges that she charged, as William stated, $5 per week for his mother’s board; that the appellant was sued by her in a Justice’s Court; that William observed, if his mother was permitted to go on in that way she would involve the appellant in debt, and dissipate his whole estate ; and that unless the appellant would immediately do something to prevent it, the respondents would leave him. That he asked the respondents what could be done. William advised the appellant to convey to him and his brother the whole estate real and personal. That to prevent such consequences he consented to the proposition.

The respondent William, in his answer, admits, that in January, 1821, he returned from Albany with the appellant, and found that Mrs. Shurtliff had commenced an action by summons. That the appellant asked him what should be done ? That he then told the appellant, as he had often done before, that if the appellant had any thing to give him he wished to know it, otherwise he would abandon the farm ; that as the appellant and his zoife were acting, they would soon have little enough for themselves. That thereupon it was agreed that the appellant should execute a deed of the farm. The question here arises, what induced the appellant, at this time, to divest himself of all his property ? The answer is obvious—his fears that his estate would be swept away for debts contracted by his wife.

It is scarcely necessary to say that the supposition was groundless. His wife had been at board 13 weeks. The demand was afterwards settled for $25. A summons had issued to collect this small debt. This statement is enough to satisfy every mind that the appellant was bereft of ordinary understanding. If his ignorance and imbecility of mind were so great as to entertain such apprehensions, for such a cause, it is evident he would become an easy prey to any dp-. [574]*574signing knave who happened to possess his confidence. How does William treat these suggestions ?• Every motive of duty towards a parent required him not to give a false coloring. He was bound not only to speak, but to speak truly. But such a course would not answer the purpose in view.

[573]*573Appellant Was induced to convey by Tin-founded fear that his prop, erty would be swept away by his wife’s debts.

[574]*574TT , ^ William, tho’ tosjeaktruly1'

Be had too much discernment not to perceive that this was Bvourable moment to profit by the appellant’s, fears. Instead of quieting the idle apprehensions of his father, he renews his request. “ If you have any thing to give, I wish to. know it, otherwise I will abandon the farm”—and adds, that as. the appellant and his wife were acting, they wou.ld soon have little enough for themselves. The impression such remarks were calculated to make cannot be mistaken. It was., i,n substance, saying, “ Your estate will be dissipated by the expense of supporting your wife, and the only way to avoid it is to give me your property.” The allegation was untru.e in point of fact. There was no ground for alarm. The conduct of William, on this occasion, was not only undutiful, but fraudulent. The appellant was thereby deceived, and became'the dupe of the artifice practiced on him. The proceedings gt Mr. Reynolds’ office are in exact accordance with the view I have taken. William admits that the appellant stated to. Reynolds he was apprehensive his wife would run him in debt; the merchants would, trust her ; that he understood, he should be charged $b

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Bluebook (online)
3 Cow. 537, Counsel Stack Legal Research, https://law.counselstack.com/opinion/whelan-v-whelan-nysupct-1824.