Opinion
December 28, 1906.
John M. Davy, for the appellant.
John Desmond and Sherman R. Robinson, for the respondent.
The findings of fact and conclusions of law of the referee are challenged by the plaintiff upon the ground that the gift of the mortgage unaccompanied by a written transfer is sought to be established by the uncorroborated testimony of Mrs. Nichols, the wife of the donee, and that there is absent from the case that clear, strong, satisfactory and convincing evidence which the law requires to sustain a gift inter vivos.
Mrs. Nichols testified that at some time in the fall of 1905, prior to the death of decedent, at an occasion when she was at his home, he spoke of the Stowe bond and mortgage, said it was a good investment and he had made up his mind he would give it to Mr. Nichols.
This bond and mortgage were given by Stowe to the decedent about June 1, 1891. It appears by the testimony of Mr. Stowe that on the 10th of October, 1905, decedent called upon him for the abstract of title which Stowe had retained since giving the mortgage. It was shortly after this that Mrs. Nichols fixes the time when her husband brought to their house the Stowe bond and mortgage and laid them on the desk. She took the papers and looked them over; the bond, mortgage, insurance policy and abstract of title, and her husband took them and put them in his safe. The next forenoon she went over to decedent's home and had a talk with him on the subject of the Stowe bond and mortgage; that is what she says she went over to his house for. That decedent said: "`I have made up my mind what I will do for Mr. Nichols — he has done more for me than any relative I ever had, and I shall help him,' and he says, `I gave him the Stowe bond and mortgage;' he says, `Did he tell you that I gave it to him?' I said, `Yes, he did — Why did you do it?' He says, `Because I wanted him to have it.'"
There is some other evidence having some bearing upon the question. Dr. Gandy, decedent's physician, testified that about a month before his death decedent was in his office and, in talking about his property, said that "If his relatives knew what he had done in a business way there would be a great deal of surprise; * * * that his property was his own and he would do and should do just as he liked with it." The decedent had made his will prior to that time, in which he devised his real estate of the value of $15,000 to the plaintiff, his nephew, and bequeathed his personal property, amounting to some $20,000, to plaintiff's sister. To a neighbor, Mr. Patterson, shortly prior to his death, decedent said, speaking of defendant, "I have helped Mr. Nichols, and done things for him," and, "Mr. Nichols has done things for me and has accommodated me in a great many ways, and I shall help him again." To another neighbor, Mr. Miller, decedent said, in a conversation regarding Mr. Nichols' candidacy for supervisor that year, "I want to see Corneil (Mr. Nichols) elected. * * * I don't care what I have done for Corneil — he has been a better friend than my relations, * * * he has done more for me than my relations."
The evidence upon which the referee based his findings of fact was undisputed.
While the evidence to establish contracts, gifts inter vivos or causa mortis, sought to be enforced after death, is always closely scrutinized by the courts, and clear, convincing and satisfactory proof of the facts is required, gifts may be upheld upon the unsupported evidence of a wife, husband or other relative of a party; the fact that the witness by whom it is sought to establish the gift may be said to be interested in the result should not preclude a finding that the gift had been established by the testimony of such a witness. "If the question as to the gift was being tried before a jury, the mere fact that the witness proving the gift was the wife of the donee would not permit the court to take the question from the jury; and if the jury under proper instructions believed the wife, and there was nothing which made it manifest that the story of the wife was incredible, the verdict could not be disturbed." (VAN BRUNT, P.J., Farian v. Wiegel, 76 Hun, 467.) In Bouton v. Welch ( 170 N.Y. 554) the report of the referee established the gift of a mortgage to the wife upon the unsupported testimony of the husband to an oral agreement; having been affirmed, the Court of Appeals, in adjudging that the husband was a competent witness, held that the affirmance of the Appellate Division ( 59 App. Div. 288) was conclusive if no legal error was committed in the reception or exclusion of evidence. In Westerlo v. De Witt ( 36 N.Y. 340) the delivery of a certificate of deposit, without indorsement, by a decedent in her last illness, accompanied by words evincing an intention to make a gift, was found by a referee to have been intended as a gift, upon the solitary testimony of the donee herself (35 Barb. 215). The judgment entered upon the report of the referee having been reversed by the General Term, the Court of Appeals, in reversing the judgment of that court and affirming the decision of the referee, held that choses in action, such as bonds and mortgages and promissory notes not indorsed, may well be transferred by delivery only as a donatio causa mortis. The court held that the question of reviewing the findings of the referee was before the court in the same manner as an original question that it was before the General Term, and in answering the question stated by the court (per HUNT, J.), "Are we so certain that the referee was in error upon the facts that we will assume to reverse his judgment," reversed the judgment of the General Term and affirmed that of the referee.
In the cases to which we are referred, where the evidence has been held insufficient to establish the alleged contract, or gift, upon the uncorroborated testimony of the wife, husband or relative, there were circumstances of suspicion, or the character of the witness was such as to shake the confidence of the court in passing upon the facts of the case. ( Farian v. Wiegel, 76 Hun, 462; Matter of Manhardt, 17 App. Div. 1; Rosseau v. Rouss, 180 N.Y. 116.) In the Farian case the donee claimed the entire estate of the donor to the exclusion of his next of kin; all the testimony tending to support the gift was given by the donee's wife. The entire estate consisted of money deposited in six savings banks. There were, as stated in the opinion, circumstances of great probative force, which rendered the testimony of the wife improbable. In the Manhardt case the donee did not assert his claim until six months after the death of the donor, and after he had been required by the Surrogate's Court to surrender the securities claimed as a gift, and in the meantime had made admissions inconsistent with his claim, and had exhibited the bond and mortgage in question as a part of the donor's estate. In the Rosseau case a promise of the decedent to settle $100,000 upon his illegitimate child was supported only by the testimony of the mother.
We think that in this case the findings of the referee should not be disturbed, and we are of the opinion that there was no error committed by the referee in receiving the testimony of Dr. Gandy, or of the defendant, as a witness, in reply to the testimony of the plaintiff, given in his own behalf.
The judgment should be affirmed.
All concurred.
Judgment affirmed, with costs.