Claim of Sherman v. Estate of Sherman

2 Gibb. Surr. 485, 24 Misc. 65, 53 N.Y.S. 376
CourtNew York Surrogate's Court
DecidedJune 15, 1898
StatusPublished
Cited by4 cases

This text of 2 Gibb. Surr. 485 (Claim of Sherman v. Estate of Sherman) is published on Counsel Stack Legal Research, covering New York Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Claim of Sherman v. Estate of Sherman, 2 Gibb. Surr. 485, 24 Misc. 65, 53 N.Y.S. 376 (N.Y. Super. Ct. 1898).

Opinion

Comstock, S.

That claimant has established an agreement on the part of testatrix to devise her farm to him and his brother Calvin, in consideration of their making improvements thereon and paying her debt to Lydia Sherman, there can be no doubt. To be sure there is no direct testimony as to'such agreement, but several witnesses swear that they each, at different times, heal’d testatrix sa.y that she had made such an arrangement with them, who are not only uncontradicted, but Calvin, himself, who is one of the executors and sole devisee, although on the stand as a witness and examined at length on behalf of the estate and against this claim, and who must have known whether such agreement ever existed or not, does not attempt to deny it, It is further evidenced by the fact that the boys, immediately after the alleged date thereof, commenced making improvements on the farm of a permanent character, such as the erection of buildings, viz., a wagon-house, sheep barn, ice-house, tool and henhouse, and also established a system of drainage thereon, constructing closed and open ditches, laid tile^ built stone walls and new fences, involving an expenditure of several hundred dollars, and also assumed the said debt of testa,trix of $2,100, for which they gave their note less $300 of principal and $105 of accrued interest, which they then paid in cash. Excluding the inducement of this promise to them no* explanation is given for this large outlay of money, [487]*487and in addition the taking upon themselves of an $1,800 debt of the testatrix, from which she was in consequence released. There are no suspicious circumstances attending this alleged arrangement; on the contrary, it was a most natural and probable thing, and the conditions in which these parties lived at the time afforded the very strongest presumption in favor thereof. The testatrix was a widow, well along in years, yet perfectly free from any impairment; her two sons were living with her on the farm, both young men; Frank had just brought home a wife. The farm comprised about all the property she owned; the buildings were old, and new ones as well as new fences must be built; this debt of $2,100 had to be paid; if the farm was worked she had. to hire labor therefor. What more natural than that she should say to her sons, take this burden from my shoulders and I will give you the farm when I am done with it. There are many cases of claims presented against estates of deceased persons which demand the closest scrutiny and examination -and which should be allowed only upon the clearest and most convincing proof, but this rule has no application where there are no suspicious circumstances, but instead thereof a strong presumption as to its justness. Neither can there be any doubt of the full performance of this agreement by the sons. They paid about April 1, 1883, and immediately after this arrangement, $300 of the principal of their mother’s said debt and $105 of interest then owing, and gave their note for the $1,800 remaining. That this particular note was given is disputed by the contesting executor, but it is wholly immaterial whether it was or not. They conced-edly paid the $2,100 debt down to $1,300, and on July 1, 1885, they gave their note for that balance and the mother was released ; it then became their debt, and she had no legal interest or concern whether' it -was paid by them or not; so far as she ■was concerned it was paid. As to the improvements, they were to make such only as they saw fit. The kind and extent thereof was left to their discretion, and this fact can be cited [488]*488as a further evidence of an agreement that they should have the farm; the testatrix evidently thought it safe to so leave it, as they were eventually to become the owners, which confidence was fully justified by what they subsequently did. In 1894 she made her will, and instead of devising the farm to her sons, as she had promised to do, she gave it to one of them, Calvin, who is now in possession thereof, subject to a legacy charge of $500, in favor of claimant; in other words, although they contributed equally in the fulfillment of the conditions on which they were to have the farm, she gives one five times as much as the other, and to him she gives money instead of the land. The question now arises whether this was such a performance on her part of said agreement as releases her estate from liability. It is true that her sons have the farm between them, and it is equally manifest that the division she has made is unfair to claimant. From a. moral standpoint, to say the least, she should have devised it to them equally, then no question could have arisen, but as the case stands the claimant takes no title and is given a lien only, and for an amount insufficient to compensate him for his share of the money paid and services rendered. He is certainly entitled to compensation, which right has survived the testatrix, and exists solely because of her failure to do as she agreed. She was under no legal obligation to devise her farm to them, but -having obtained large benefits on the strength of her promise so to do her estate is liable for remuneration in case of her failure, to perform. By making the disposition she did, the claimant is compelled to seek redress or suffer loss. Although he and his brother acted jointly they were not copartners. Her contract was with them as tenants in common, and whatever right vested in them or either of them upon their performance, ■ either for a specific performance or for compensation, was held by them as such. The- legal import of her agreement was to devise to them each a separate estate, which each would hold in severalty, and which he could convey by separate deed. Gerard’s Titles (4th [489]*489ed.), page 300; 1 R. S. 727, § 4. Tbis sbe bas not done, so far as the claimant is concerned; bis claim was not satisfied nor affected by the devise to bis brother. Gock v. Keneda, 29 Barb. 120; Lansing v. Bliss, 67 N. Y. St. Repr. 52. It is claimed, however, that be is not entitled to recover bis share, but I do not think that tbis contention is correct. The claimant is an executor, he cannot sue himself and bis only remedy is in tbis court on a judicial settlement. His brother, who is coexecutor and sole devisee, is a party in both characters, and stands in an attitude antagonistic to the claimant. If tbis was an action be could have been made defendant (Civil Code, § 448) in case bis share had not been satisfied, but tbis would be necessary only to have him before the court as an interested party. His refusal to join in, and bis repudiation of the claim would entitle the claimant to recover bis share. Shakespeare v. Markham, 72 N. Y. 400.

But so far as the brother is concerned the testatrix has performed and he is in possession of the whole farm, as devisee; so long as this situation continues he has no claim either fox-specific performance or compensation; he has been settled with and the rule is that the other has his separate remedy for his share. Lansing v. Bliss, supra. In considering how much he is entitled to recover, the agreement, being void under the Statute of Frauds, cannot be accepted as fixing the measure, although it was said in Lisk v. Sherman, 25 Barb. 433; Burlingame v. Burlingame, 7 Cow. 92; Fort v. Gooding, 9 Barb. 376, that it could be. The rule is, in such cases of void contracts, that there is an implied assumpsit on the part of the defaulting party to reimburse the other to the extent of the value of his services or the money he had expended. Day v. N. Y. C. R. R. Co., 51 N. Y. 583; Reed v. McConnell, 133 id. 425.

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Bluebook (online)
2 Gibb. Surr. 485, 24 Misc. 65, 53 N.Y.S. 376, Counsel Stack Legal Research, https://law.counselstack.com/opinion/claim-of-sherman-v-estate-of-sherman-nysurct-1898.