Cole v. Cole

53 Barb. 607, 1868 N.Y. App. Div. LEXIS 165
CourtNew York Supreme Court
DecidedNovember 17, 1868
StatusPublished

This text of 53 Barb. 607 (Cole v. Cole) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cole v. Cole, 53 Barb. 607, 1868 N.Y. App. Div. LEXIS 165 (N.Y. Super. Ct. 1868).

Opinion

By the Court, Balcom, P. J.

The deceased, William Cole, executed the will in question on the 4th day of July, 1857. He died on the 17th day of February, 1863. The will was proved before the surrogate of Otsego county and admitted to probate by him; and the defendant Welcome Cole qualified as executor of the will before this action was brought.

The questions in the case arise on the following clauses of the will, viz: “ Second. I give, devise and bequeath unto my son Veder Cole, all my certain farm on which I now reside, situate in the town of Richfield," and all my farming utensils and household furniture of which I may die possessed, to have and to hold unto him, his heirs and assigns forever; subject, however, to the payment by my son Veder, of the sum of two hundred dollars to each of the following named persons, viz: to my sons Welcome, William and Calvin Cole, and to the widow of my son A Ipheus ; the aforesaid legacies to be paid by my said son Veder, the one half part in one year, the other [610]*610half fart in two years from the time of my decease. Thirdly. All the rest and residue of my fersonal estate that shall be and remain after the payment of my just debts and funeral expenses, and the legacies to my grandchildren, I give and bequeath unto my sons Welcome, William and Calvin, and to the widow of my son Alpheus, equally, to be divided between them, share and share alike; and what receipts I may have at the time of my decease, against my said sons and grandsons, to be charged them severally. And also, what receipts I hold against my deceased son, Alpheus, to be charged to his widow as payment towards her legacy; and no charge for interest is to be made on any of said receipts, in the settlement of my estate.”

The testator did not owe.any debts at the time of his death. He had no real estate except the farm devised to his son Veder Cole. He left about $800 of personal estate, besides his household furniture and farming utensils. He began to advance money to his children as early as 1827, and continued to do so until in the year I860. He took receipts therefor, which he had at the time of his decease, that stated the child signing them received the money therein mentioned of him towards his portion of the estate of the testator.

The receipts signed by Welcome Cole showed that he received, prior to the date of the will, $503.50¿ and that he received $140, June 22, 1860, which was subsequent to the date of the will. Those signed by William Cole showed he received $503.50 before the date of the will, and that he afterwards received $140, June 22, 1860. Those signed by Calvin Cole showed he received $300 before the date of the will, and that he afterwards received $200, April 27, 1859. Those signed by Alpheus Cole, deceased, were dated in 1839 and 1853, and showed he received $500. A receipt signed by Ada Cole, widow of Alpheus, showed she received $140, June 22, 1860.

The testator left receipts signed by his grandchildren, [611]*611to whom he gave specific legacies in his will, dated subsequent to the date of the will, showing he had advanced to each of them the precise amount of his legacy. Those legacies were not made a charge upon the' real estate of the testator, and no question is now raised but that they were satisfied by the advancements shown by the receipts signed by the grandchildren to whom such legacies were given..

It does not appear that any advances were made by the testator to Yeder Cole for which receipts were given; but the farm devised to him was worth over $5000.

The particular legacies of $200 each to Welcome, William and Calvin Cole, and to the widow of Alpheus Cole, deceased, were to be paid by Yeder Cole, and he took the farm devised to him, subject to the payment thereof. In no contingency were such legacies-to be paid out of the personal estate of the testator. They could not be paid out of his personal estate. His household furniture and farming utensils were worth about $50, and the same were specifically bequeathed to Yeder Cole; and all the residue of his personal estate, except two legacies of $50 each to two of his grandchildren, was given to the same legatees, share and share alike, to whom said legacies of $200 each were bequeathed. He had no real estate except the farm . devised to Yeder Cole. The four legacies of $200 each were made a charge upon that farm, and they were to be paid by Yeder Cole, and not by the executors named in the will, or by any other-person.

■ Yeder Cole took the farm on condition that he pays the four legacies charged thereon, and “ upon the further express condition ” that he makes no charge against the estate of the testator for any labor or services he performed for him, as the testator declared he considered what he gave him by his will was an ample remuneration for all such services, over and above what would be his, Yeder’s. share of the testator’s estate;

[612]*612The four legacies of $200 each are not bequeathed to the four persons to whom they are to be paid, except inferentially. But the legacies mentioned in the third clause of the will (which clause is the residuary part, of the will) are expressly given unto such four persons, by the testator.

There can be no doubt, if the will clearly indicates that the personal estate of the testator was to be exonerated from the payment of the four legacies of $200 each, charged upon the farm devised to Yeder Cole, it is the duty of the court not to disappoint that intent of the testator. That such was the intention of the testator is not a debatable question. It is too clear for argument.

What did the testator mean by declaring that what receipts he might have at the time of his decease, against his said sons and grandsons, should be charged to them severally; and also that what receipts he held against his deceased son, Alpheus, should be charged to' his widow as payment towards her legacy ? Those declarations follow the bequests in the third clause of the will, which in no way relate to the four legacies that are charged upon the farm devised to Yeder Cole in the second clause of the will. At the time the will was executed, the advances made by the testator to his three sons, and the widow of the fourth son, were unequal, and they were unequal at the time of his death.

Two legacies were given to the said widow of the deceased son, Alpheus; but the language of the will.is, that the receipts which the testator held' against Alpheus should be charged to his widow “as payment towards her legacy.” The fair import of this language is, that such receipts should be a payment towards the legacy mentioned in the third clause of the will, and not a payment towards the two legacies given to such widow.

In my judgment, the intention of the testator was, that in the division of the residuary portion of. his personal estate into four legacies, the money advances he [613]*613made to his sons Welcome, William, Calvin and Alpheus, previous to the date of his will, and the sums he should thereafter advance to said Welcome, William and Calvin, as should appear from their receipts, should be charged to said Welcome, William, Calvin and the widow of Alpheus, severally, so that each of said sons living would receive an equal share of his personal estate, and that the advances to Alpheus, and what his widow would receive, would be just equal to the advances made to each of said living sons, with what each of such sons would receive on said division.

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Bluebook (online)
53 Barb. 607, 1868 N.Y. App. Div. LEXIS 165, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cole-v-cole-nysupct-1868.