Cruger v. Phelps

21 Misc. 252, 47 N.Y.S. 61
CourtNew York Supreme Court
DecidedSeptember 15, 1897
StatusPublished
Cited by19 cases

This text of 21 Misc. 252 (Cruger v. Phelps) 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
Cruger v. Phelps, 21 Misc. 252, 47 N.Y.S. 61 (N.Y. Super. Ct. 1897).

Opinion

Chase, J.

An executor, takes the legal title to the personal estate of the testator as a trustee. Equity has jiuisdiction over trusts and such jurisdiction is exercised to construe wills whenever necessary to guide the action of the trustee.

This action is brought by the executor to determine the legal domicile of the testator at the time of the execution of his will, and in case the testator’s legal domicile was in France, what law governs the distribution of his personal estate; and it is also brought to obtain a construction of. such will so far as it relates to personal property. The plaintiff is entitled to the direction of the court in regard to his trust, and the action is maintainable.

Section 2694 of the Code of Civil Procedure, after directing in regard to the validity and effect of a testamentary disposition of real property, provides: “ Except where special provision is otherwise made by law, the validity and effect of a testamentary disposition of any other property situated within the state, and the ownership and disposition of such property, where it is not disposed of by will, are regulated by the laws of the state or country of which the decedent was a resident at the time of his death.”

By section 2611 of the Code of Civil Procedure, it is provided: «-x- «• x- q^Q to have a will admitted to probate, the validity of the execution thereof, or the validity or construction of any provision contained therein* is not affected by a change of the [256]*256testator’s residence made since the execution of the will * * *." It, therefore, becomes necessary, first, to inquire where the testator was legally domiciled on the day of the execution of his will.

John Augustus Pell, the' testator, was bora in the year 1816. He was a native-born citizen of the state of Hew York. He lived in Hew York until the year 1848 when he married,, and almost immediately thereafter went with his wife to Europe, where they remained until after the' birth of their daughter, the defendant Eleanor Livingston Phelps, and until the year 1858, when they returned to the state of Hew York and remained here until about the year 1866. In that year they returned to Europe and traveled about and resided in many different parts .-of Europe until the month of June, 1876, when they again returned to Hew York. He then remained here with, his family part of the time maintaining a household and part of the time living in summer and other hotels iñ and about Hew York, until the 18th day of October, 1879, when he went with his wife to London, and from London to Paris, and then to Pau, Prance, a famous winter and health resort, where they remained during the balance of the winter season and until June, 1880. .From 1880 to 1886, he spent his summers at hotels in different parts of Europe, being one summer in the Pyrenees, and at Vichy, one summer in Bavaria, one summer in Genoa, one summer at Osborne, England, and dining the winter season he was at Pau, France, one season at a hotel, one season at "an apartment-house^ 'and after 1882, at the Villa Hohtpensier, a furnished house at Pau, rented by him. . In August, 1886, he returned to the state of Hew York, and while in Héw York, on the 11th day of September, 1886, he made and executed his last will and testament which is in controversy in this action. He returned to Europe in Hovember, 1886. In 1887, he became non compos mentis and a committee of his "property and estate was appointed by the Supreme Court of the state of HeW York in that year. His wife, Susan M. Pell, was appointed committee of his person. Hr. Pell continued to live with his wife at Pau, France, for some time thereafter and was then taken by her to Paris where he died on the 8th, day of July, 1894, and was buried in the cemetery at Pan. Hr. Pell frequently expressed a preference for Europe and France as a place of residence. ' The son-in-law of Hr. Pell testifies that Hr. Pell told him that he reached the 'determination to live in Europe in the year 1865; he also testifies that Hr. Pell always declared his intention to remain in Pau and to die and be buried -there, and that he repeatedly ' [257]*257declared that he never would return to the city of Hew York ta live. Sometime prior to making his will he purchased in perpetuity a lot in the cemetery at Pau, and had erected thereon a large monument or vault and he expressed the desire that wherever he died his remains should be brought to Pau and be buried in such vault. While at Pau, he had visiting cards printed with the prefix “ de ” before his name as follows: “ J. Aug. de Pell,” and had his trunks marked in the same way.

Before going to Europe in 1866, Mr. Pell, who was one of the. trustees in a deed of trust made by Moses Augustus Field and others, resigned his trust and in the instrument of declination Mr. Pell says: “ Whereas John A. Pell of the said trustees, contemplates visiting foreign countries and remaining absent from the United States of America for a¡ considerable period of time whereby he will be unable to act as one of said trustees.” It was claimed by Mr. Pell that it was constitutionally impossible for his wife or his daughter Eleanor Livingston Phelps to live in Hew York, and he further says in writing to his daughter “ You have tried it under the best circumstances and slowly but surely gave way, and was most speedily going to your grave. The same has three times happened to Mama, first before coming to Europe when three doctors ordered her to leave Hew York and again twice after returning from Europe hale and hearty; here you know she is always well excepting.that weakness of the chest.” In the many letters that were offered in evidence upon the trial of this .action Mr. Pell frequently speaks of the necessity of his wife and daughter remaining in Europe by reason of their inability to withstand what, he calls in one letter the detestable ” climate of Hew York. Again in a letter to his son-in-law in 1883 relating to his daughter in speaking of the wholesale purchase of carpets and rugs by him says: “ They certainly are not wanted here, nor can they be at Hew York. You well know Eleanor has fairly tried the climate and that a continued residence there would soon result in death. Her constitution is similar to that of her mother, and like her, she requires a climate 'of neither excessive heat or cold * * *. if experience goes for anything then you know that Eleanor’s life would be sacrificed at Hew York. Our lives depend so greatly upon hers that I most assuredly should make no provision for her living in that most atrocious climate.”

Mr. Pell was the owner of a large amount of real estate in Hew York but it does not appear that he ever sold a piece óf real estate [258]*258that he owned, individually after 1860. He had considerable personal property all of which was invested in American securities and they were deposited for many years, and up to the time of his death with the Hew York Life Insurance & Trust Company, a Mew York corporation having its office in Mew York and investments were made and changed under the direction of Mr. Pell by such Trust Company. Mr. Pell never made an investment of any kind whatever either real or personal in Europe, No property of ' any kind whatever , has come to the hands of the executors from Europe and the only property in Europe owned .by Mr. Pell at the time of his death other than the cemetery lot, was his personal clothing, jewelry, and a service of porcelain mounted with his monogram and a few articles of furniture that he used in connection with the furnished house that he occupied shortly previous to his death.

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Bluebook (online)
21 Misc. 252, 47 N.Y.S. 61, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cruger-v-phelps-nysupct-1897.