In re Will of Kaufmann
20 A.D.2d 464, 247 N.Y.S. 664, aff'd 15 N.Y.2d 825, 257
N.Y.S.2d 941, 205 N.E.2d 864 (1965)
Kaufman had inherited a lot of
money. He met Weiss and retained him as a 'financial advisor' (wink
wink). Soon after they moved in together and lived together for 10 years
until Kaufmann's death.
Over the years, Kaufmann
appeared to be dependent on Weiss. Weiss maintained the household and
operated as a gatekeeper, separating Kaufmann from his two brothers and
friends.
Weiss had access to
Kaufmann's bank accounts and had power of attorney.
Kaufmann had a will that left
most of his estate to his brothers and other family members, but created a
new will leaving a sizeable portion of his estate to Weiss.
As part of the new will,
Kaufmann wrote a letter explaining all the reasons why he was giving
money to Weiss.
Kaufmann's relatives
challenged the will, claiming that Weiss had undue influence over Kaufmann.
The Trial Court found that
there had been undue influence and
invalidated the will. Weiss appealed.
The Appellate Court reversed
and ordered a new trial. Kauffman's relatives appealed.
The New York Supreme Court
affirmed the Trial Court and invalidated the will.
The New York Supreme Court
found that Weiss had unduly influenced Kauffman.
The Court stated that this
was not a case of Weiss forcibly ordering Kaufmann to change the will,
but instead Weiss subtly gained influence over Kaufmann by isolating him
from others.
The fact that Kaufmann wanted
to be with Weiss did not justify Weiss' actions.
The New York Supreme Court
found that this case involved, "a marked departure from a prior,
natural plan of testamentary disposition which excessively and
unnaturally favors a non-relative under circumstances establishing
motive, opportunity, overreaching, and persistent involvement in
transfers and dispositions of property in contemplation of death."
Perhaps they would have
felt differently is Kaufmann and Weiss had been heterosexuals...
In a dissent, it was suggested
that the verdict rested on, "surmise, suspicion, and moral
indignation and resentment, not upon the legally required proof of undue
influence."
If Kaufmann and Weiss hadn't
been in a homosexual relationship the court might have been more sympathetic.