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O'Brien v. Foley

Supreme Court of New York, Appellate Division

April 4, 1912

ANNIE O'BRIEN, Respondent,
v.
JOHN F. FOLEY and JEREMIAH J. CRONIN, as Executors, etc., of HANNAH O'BRIEN, Deceased, Appellants.

APPEAL by the defendants, John F. Foley and another, as executors, etc., from a judgment of the Supreme Court in favor of the plaintiff, entered in the office of the clerk of the county of Westchester on the 12th day of June, 1911, upon the verdict of a jury for $10,000, and also from an order entered in said clerk's office on the 9th day of May, 1911, denying the defendants' motion for a new trial made upon the minutes.

COUNSEL

William J. Martin [Frank A. Spencer, Jr., with him on the brief], for the appellants.

Joseph H. Choate, Jr. [ Alexander Keogh and William Wickham Hoffman with him on the brief], for the respondent.

CARR, J.:

The plaintiff has recovered judgment against the defendants as executors under the will of Hannah O'Brien, deceased, for the sum of $10,000 after a trial before a jury in the Supreme Court in Westchester county. Her complaint demanded judgment for $10,000 and set forth two causes of action. In the

Page 258

first cause of action it was alleged that the decedent, Hannah O'Brien, had entered into an express oral contract with the plaintiff in August, 1908, whereby the decedent agreed to leave to the plaintiff by last will and testament the sum of $10,000, provided the plaintiff would enter the household of the decedent and render services as a personal attendant and companion during the decedent's lifetime and that the plaintiff accepted the agreement and performed the conditions by her to be performed, but that the decedent neglected and failed to make provision by her last will in favor of the plaintiff as agreed. The second cause of action pleaded the rendering of services by the plaintiff at the request of the decedent and rested upon an implied contract to pay the reasonable value thereof, which was pleaded at the sum of $10,000. The jury found a verdict for the plaintiff expressly upon the first cause of action in the sum of $10,000. From the judgment entered upon said verdict, as well as from an order denying a motion to set aside the verdict, the defendants appeal. Suits of this character have been so frequent in the courts in recent years as to give rise to a considerable number of authorities, all of which declare a uniform rule, namely, that to recover upon such an alleged contract it must be established as certain and definite in character, equitable in its nature, and proved by clear and convincing evidence either shown by writings or by the testimony of disinterested witnesses. ( Rosseau v. Rouss, 180 N.Y. 116, and cases cited; Taylor v. Higgs, 202 id. 65; Butcher v. Geissenhainer, 125 A.D. 272; Holt v. Tuite, 188 N.Y. 17; Tousey v. Hastings, 194 id. 79; Miller v. Hill, 137 A.D. 378.) While the circumstances in each of these cases differ materially, the rule declared in each is uniform, as before stated. With this rule in mind we shall examine the facts disclosed at the trial. In the first place, there are no writings between the parties in evidence which in any way affect the issue. The plaintiff is a daughter of a cousin of the decedent's deceased husband. Mrs. O'Brien had met her while visiting her husband's relatives in Ireland. The plaintiff was then a young girl residing with her mother on a farm owned by her brother. Her family was apparently comfortable in circumstances, but she was one of seven living

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children, and she rendered such services in her brother's house and about his farm as was customary for a farmer's daughter. The decedent evidently took a fancy to her, for when she made a will in April, 1908, she made the plaintiff a legatee therein to the extent of $200. The decedent some time thereafter invited the plaintiff to come to this country and sent her the passage money. The plaintiff arrived here in August, 1908, and went to reside with the decedent in a small house on Staten Island, in a household which, excepting the plaintiff, consisted of the decedent, her husband, then living, and a servant maid. The husband died in the next year, but the servant maid continued in the household until a few months before the death of Mrs. O'Brien, which took place on February 23, 1910. The plaintiff and the decedent resided together in all about one year and a half. The decedent had a sister, nephews and nieces, and other relatives, including a child of a deceased adopted son. For all of these persons she had made definite and discriminating provisions by her will of April, 1908. In the plaintiff's complaint the alleged contract is pleaded as having been made in August, 1908, at which time the decedent's husband was yet alive. Most of the proofs advanced in support of the alleged contract consist of statements alleged to have been made at various times by the decedent to her friends and neighbors. A Mrs. Dolan testified that the decedent had told her that she had sent for the plaintiff to come from Ireland to live with her and had remarked, 'I am not sending for her to come to live with me for nothing.' A Mrs. Perry, a Polish woman, a neighbor, testified that on several occasions the decedent had told her that she did not pay the plaintiff any wages, but that if the plaintiff should be 'a good girl' and remain with her during her lifetime she (the decedent) would leave the plaintiff 'well fixed,' 'well fixed and $10,000,' and that at another time the decedent said about the plaintiff, 'When I got to die I leave her ten thousand dollars in capital and one of the houses,' and again, that she would leave her $10,000 and some of the houses. One Wencke, a hotelkeeper and liveryman, testified that he had heard the decedent say about the plaintiff that 'she was going to take care of her' (the plaintiff). A Mrs. Cody testified that she had heard the decedent say, with

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reference to a specific house, that 'she intended to give that to Annie' (the plaintiff), and again that 'she intended to do what was right by her,' and that 'she had remembered her in her will.' Margaret O'Brien, a sister of the plaintiff, testified that she had heard the decedent say to the plaintiff that 'she would never have to work, that she was well provided for. That is all the conversation,' and that this happened in January, 1910, the month before the decedent's death. Giving all of this testimony full weight, without in the least subjecting it to the criticism which is always invited by proofs resting upon alleged declarations of a deceased party ( Sheldon v. Sheldon, 133 N.Y. 1), it nevertheless falls far short of establishing clearly and convincingly that the plaintiff and the decedent had entered into a certain and definite agreement whereby the decedent became bound to leave to the plaintiff by last will the sum of $10,000 or any other fixed amount. It is claimed that whatever uncertainty there may be in the proofs given by these specified witnesses was removed by the evidence of one Conner, who was produced as a witness by the plaintiff. Conner was the postmaster at a little place known as New Dorp, and carried on a small business as a real estate and insurance agent, and likewise dealt in coal and wood. He had known Mrs. O'Brien, the decedent, for a number of years, and had had several business transactions with her. He testified that shortly before her death the decedent invited him to call at her house on business, and that he went there a few days before she died, and had a conversation with her; that in this conversation the decedent asked him if he was 'capable of making a will or codicil or something of that nature, as she had made an agreement with Annie O'Brien [the plaintiff], and she wanted it down in black and white.' This further testimony was in part as follows: 'She said as Annie was here and she had not had any occasion to provide for her, and as she had no other chance since, she asked the question if I had paper that I could fix it up, and she wanted to put this arrangement of this agreement in black and white about Annie; and she said that she would leave her ten thousand dollars, and I said to her, of course, I did not [have] time to--it was something to do right off the reel,

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and of course I wanted to have a little recess to make up that paper--I simply made the excuse that I had no paper, and so an appointment was made when I would come with the proper blanks and ink and so forth.' He said again that the decedent had said to him 'That she had made an arrangement or had made an agreement with Annie. She said that she had made an agreement with Annie O'Brien, and wanted an addition, a codicil to her will, giving her ten thousand dollars.' The examination of this witness was quite at length, and he testified over and over again as to the alleged conversation, further describing it as follows: 'She said she had made an agreement with Annie O'Brien, the little girl at her house; she wanted to take care of her. To put down the agreement which she had previously made with Annie O'Brien; ' and again, 'She said that she had made an arrangement--an agreement with Annie O'Brien to leave her an amount of money; and that she wanted to put that agreement in black and white.' The ...


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