Crockett

154 A. 180, 130 Me. 135, 1931 Me. LEXIS 44
CourtSupreme Judicial Court of Maine
DecidedMarch 20, 1931
StatusPublished
Cited by7 cases

This text of 154 A. 180 (Crockett) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Crockett, 154 A. 180, 130 Me. 135, 1931 Me. LEXIS 44 (Me. 1931).

Opinion

Farrington, J.

One Horace Libby of Lewiston, Maine, died April 17,1924. His will, drawn April 2,1924, contained the following provision: “Fourth: — I give and bequeath unto Mrs. Blanche H. Smith now of Industry, Maine, the sum of Eight Thousand Dollars, together with all my household furniture and furnishings contained in my residence at No. 544 Main Street, in said Lewiston, with the exception of my slate top table and old fashioned tail standing clock hereinafter mentioned provided she be living at my death.” A few days before his death he had ordered and had put into his cellar ten tons of coal billed on April 11,1924, at $167.00. This bill was paid by the executor, Ralph W. Crockett, May 15, 1924, and the full amount of coal was included in the inventory at that figure. Mrs. Smith used all of this coal after the death of the testator, making no payment to the executor for the same, and in argument before this court claims it was a part of “household furniture and furnishings” bequeathed to her under the fourth item of the will. In that connection it is to be noted that in Item Twentieth of the will Mrs. Smith was bequeathed the “free use and occupancy of the Southwesterly tenement in said dwelling house at No. 544 Main Street, as long as she shall be living.”

On May 29, 1924, the executor wrote as follows to Mrs. Smith, who had been the testator’s housekeeper: “You will remember that he (Mr. Libby) had eight tons of nut coal and two tons of pea coal put in just before he died. I have paid the bill and it amounts to $167. This coal, as you will understand, is not included in your legacy of household furnishings, but must be accounted for as a part of the Estate. As you doubtless intend to live in the house, I presume you will want this coal, and we can arrange to have you take it over at the cost price, $167.00.”

On May 31,1924, Mrs. Smith wrote the following in reply: “Regarding the coal, I think you must have overlooked the fact that Mr. Libby ordered the coal himself before he died and told me to present the bill to you for payment. He afterwards said to me, ‘Well, Blanche, you’ve got coal enough to keep you warm next winter.’ I said, ‘Yes, Horace, and I hope we’ll all be here to enjoy it as we have this winter,’ and he said, ‘Well, I don’t know about myself, but I got this coal for you.’ ”

[137]*137There being insufficient personal property to pay specific cash legacies in full, an installment of fifty per cent was paid to Mrs. Smith, among other legatees, on April 10,1925.

On March 18, 1927, ten per cent more was paid and from Mrs. Smith’s $800.00 was deducted by the executor $167.00, the appraised value of the coal, and a check for $633.00 was sent to her with the following letter: “I inclose herewith check for $633.00 being ten per cent of your cash legacy under the Will of Horace Libby, late of Lewiston, less coal to the amount of $167.00. . . . Please sign and return to me at once the enclosed receipt.”

On the back of the check was the following: “This check is in full of a payment of 10% of cash legacy to payee under will of Horace Libby late of Lewiston, Me., less the amount of $167.00 due the Horace Libby Estate for coal taken by the payee at the inventory value as follows: —

10% of legacy Less coal $800.00 167.00 $633.00”

The following receipt was sent with the check: “Received of Ralph W. Crockett, Executor of the Will of Horace Libby late of Lewiston, Maine, Six Hundred and Thirty three Dollars, being ten per cent of the amount of my cash legacy under said Will less one hundred and sixty-seven dollars due the Horace Libby Estate from me for coal taken at the inventory value as follows: —

Ten per cent of legacy $800.00 Less amount due for coal 167.00 $633.00

An amount representing fifty per cent of said legacy has previously been paid me by said Executor.”

This check dated March 18, 1927, was returned by Mrs. Smith to the executor, the date of return not appearing of record, but was finally accepted by her August 19,1927, when she called at the office of the executor, took the check and signed the receipt referred [138]*138to above. There is nothing in the bill of exceptions, and we can not look outside of what is recorded therein, to show that Mrs. Smith did not voluntarily relinquish and waive any rights she had to the coal, if any right she did have. Certainly the receipt which she signed was intended to be a receipt for $800.00 and she must have signed it with full knowledge of this fact.

In the second account filed by the executor, the Judge of Probate refused to allow the item which showed payment of $800.00 “on account of specific cash legacies” to Blanche H. Smith. The executor appealed to the October Term, 1930, of the Supreme Court of Probate for Androscoggin County. At the December Term, 1930, the presiding Justice affirmed the decree of the Judge of Probate.

The case comes to this court on exceptions to the following rulings by the presiding Justice:

“1. I rule that the coal in question did pass to Blanche H. Smith under the will. 2. I rule that Blanche H. Smith was not estopped to claim title to the coal by reason of signing the receipt and cashing the check presented to her by the executor.”

It appears from the bill of exceptions that witnesses were permitted to testify, without objection on the part of the executor, that just px-ior to his death the testator told several persons that he had provided the coal for Mrs. Smith’s use. The presiding Justice, however, specifically found that there was not sufficiexxt evidence to show a gift during the lifetime of the testator.

The Justice presiding in the Supreme Court of Probate based his decree on his finding that the coal was included within the scope of the testamentary px’ovision of the testator as to “household furniture and furnishings” and that for that reason the executor could not be allowed the credit of $800.00, which represented a ten per cent installment payment on Mrs. Smith’s $8,000.00 legacy. The decree contained no finding of fact, but stated, “It is familiar law that a creditor may by acceptance of a smaller sum than the amount legally due lose his x-ight to assert a claim for the balance.” The decree goes on, “In my opinion an executor is a trust officer who is bound to administer the estate in his charge in accordance with the terms of the will and that he has not fulfilled his trust by [139]*139virtually compelling a legatee to go without a much larger sum bequeathed to her unless she assents to his illegally withholding a portion of the fund.”

With the first paragraph of the portion of the decree above quoted we are in entire accord. With the general statement contained in the second quoted portion as above we also agree, but whatever may have been the facts in this case, we find within the bill of exceptions nothing to indicate bad faith on the part of the executor, no act of concealment of facts, no misrepresentation, nor any attempt to take unfair advantage of Mrs. Smith. In the complete absence of any of these elements, this court is not concerned with what might have been included in the bill of exceptions which would or might tend to indicate their presence. There well may have been an honest dispute as to ownership in or the title to the coal, a difference of opinion between the executor and Mrs. Smith as to the legal right to the coal.

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Bluebook (online)
154 A. 180, 130 Me. 135, 1931 Me. LEXIS 44, Counsel Stack Legal Research, https://law.counselstack.com/opinion/crockett-me-1931.