Catherine Wagner and the plaintiff, Robert Scherer, lived together for approximately fifteen years prior to Ms. Wagner’s death in January 1974. In 1970, the decedent and plaintiff were involved in an automobile accident in which decedent suffered facial wounds and a broken hip. Because of the hip injury, decedent’s physical mobility was substantially impaired. She was forced to give up her job and to restrict her activities. After the accident, plaintiff cared for her and assumed the sole financial responsibility for maintaining their household.
During the weeks preceding her death, Ms. Wagner was acutely depressed. On one occasion, she attempted suicide by slashing her wrists. On January 23, 1974, she committed suicide by jumping from the roof of the apartment building in which they lived. On the morning of the day of her death, Ms. Wagner received a check for $17,400 drawn by a Pennsylvania attorney who had represented her in a claim arising out of the automobile accident. Plaintiff telephoned Ms. Wagner at around 11:30 a.m. that day and was told that the check had arrived. Plaintiff noticed nothing unusual in Ms. Wagner’s voice.
At about 3:20 p.m., decedent left the apartment building and jumped to her death. The police, as part of their investigation of the suicide, asked the building superintendent to admit them to the apartment. On the kitchen table they found the check, endorsed in blank, and two notes handwritten by the decedent. In one, she described her depression over her physical condition, expressed her love for Scherer, and asked him to forgive her “for taking the easy way out.” In the other, she indicated that she “bequeathed” to plaintiff all of her possessions, including “the check for $17,400.00 .” The police took possession of the check, which was eventually placed in an interest-bearing account pending disposition of this action.
Defendant, the Administrator ad litem of the Estate of Catherine Wagner, appeals from an Appellate Division decision, one judge dissenting, affirming a summary judgment by the trial court holding that Ms. Wagner had made a valid gift causa mortis of a check to plaintiff.
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