Cunningham v. Whitford

26 N.Y.S. 575, 81 N.Y. Sup. Ct. 273, 56 N.Y. St. Rep. 285
CourtNew York Supreme Court
DecidedDecember 6, 1893
StatusPublished

This text of 26 N.Y.S. 575 (Cunningham v. Whitford) 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
Cunningham v. Whitford, 26 N.Y.S. 575, 81 N.Y. Sup. Ct. 273, 56 N.Y. St. Rep. 285 (N.Y. Super. Ct. 1893).

Opinion

MAYHAM, P. J.

The case discloses that Daniel Whitford died May 20, 1888, the owner of a farm, and leaving a will whereby he bequeathed to three of his children $300 each, and to two grandchildren each $100. In and by said will he devised his farm to his son Alexander Whitford, by the following provisions:

“3d. I give, devise, and bequeath unto my beloved son Alexander Whitford all the rest, residue, and remainder of my estate, both real and personal, of what nature and kind so ever, to have and to hold the same to him, his heirs and assigns, on the condition and proviso that he pay to the above-named legatees, respectively, the legacies herein given, Within four years after my decease, without interest; and the real estate so devised to my son Alexander Whitford is charged with the payment of the same.’’

The testator also, in his will, nominated Alexander Whitford as sole executor. The will was duly proved and admitted to probate on the 25th day of June, 1888, as a will of .real and personal estate, and letters testamentary were duly issued to the executor named therein, who duly qualified as such executor, and thereupon took possession of the real estate of which the testator died seised, as devisee under the will. One of the legacies in the will has been paid by the executor and devisee of the testator’s real estate. The trial judge finds that the testator, at the .time of his death, owed debts, not secured by mortgage, to five persons, amounting in the aggregate, without interest, to $3,024.59, which are still unpaid, and that there are four unpaid legacies, amounting, without interest, in the aggregate, to $1,046.97. This action is prosecuted by a creditor of the testator, upon a simple contract debt. [577]*577to reach the estate of the deceased in the hands of the legatees, devisees, or heirs of the deceased, under the provisions of section 1843 of the Code of Civil Procedure.

The case shows that on the 1st day of April, 1890, the defendant Whitford, the devisee of the real estate under the will of the testator, executed and delivered to David M. Hamilton a mortgage on the real estate devised to him for $2,200, to secure a loan of that amount at that time made to him. The mortgagee having died before the commencement of this action, his personal representatives are made defendants in this action, and are the respondents on this appeal. The only question of fact litigated on the trial, and in dispute on this appeal, is as to whether David M. Hamilton took and accepted the bond and mortgage from Alexander Whitford in good faith, and without notice of the debts of the testator above referred to. Upon this subject the mortgagor, Alexander Whit-ford, who was called as a witness for the plaintiff, was, on plaintiff’s behalf, asked this question: “Did you tell David M. Hamilton, now deceased, about the debts of the estate in favor of the creditors?” This question was objected to by respondents on the ground that it involved a personal transaction between the witness and deceased, and was therefore inadmissible, under section 829 of the Code of Civil Procedure; and the objection was sustained, and the plaintiff duly excepted. “By Plaintiff’s Counsel: The plaintiff offers to prove by the witness that, at the time of the execution of the bond and mortgage executed by witness to David M. Hamilton, the mortgagee, the witness told the mortgagee of all the debts of the testator and the legacies in the will. (Counsel for Parker, Jennings, and Hamilton objects to the offer on the same grounds last above. Objection sustained by the court, to which plaintiff excepted.)” Counsel for the legatees and other creditors .named as defendants, on their behalf, repeated the same question and offer, to which the counsel for the personal representatives of Hamilton made a similar objection, which was in like manner sustained by the court, and like exceptions were taken. The attorneys for the respondents, on the behalf of the personal representatives of the mortgagee, called a witness, and proved a conversation between Hamilton, the mortgagee, and Whitford, the mortgagor, at the time of making and accepting the mortgage, to the effect that the mortgaged property was unincumbered, except by an $800 mortgage. The counsel for the plaintiff further inquired into that conversation, and Alexander Whitford was recalled by plaintiff, and testified:

“I remember the occasion I was at Mr. Bronk’s office with David M. Hamilton. At the time spoken of by Mr. Bronk as a witness here, I was present. 1 heard Mr. Bronk testify. Q. Now, what was said between you and David M. Hamilton about liens and claims on the property? (Objected to by counsel for defendants Parker, Jennings, and Hamilton, as a personal communication or transaction between the witness and a deceased party in which he is interested, and a party in this action, and otherwise objected to as incompetent under section 829 of the Code. Objection sustained by the court, and exception by the plaintiff and the defendants, except the executors of Hamilton.)

[578]*578It is now insisted by the learned counsel for the appellants, both plaintiff and defendants, that the exclusion of this evidence' was error. There can be no question as to the fact that this offer bore directly upon the question of knowledge in the mortgagee of the existence of these debts. But was the witness by whom it was sought to be proved competent to give evidence upon the subject? The provisions of the Code invoked by the. respondents provide that:

“A party or persons interested in the event, * * * shall not be examined as a witness, in his own behalf or interest, * * * against the executor * * * concerning a personal transaction or communication between the witness and the deceased person,” etc.

The witness in this case was not called as a witness ip. his own behalf. He was called by an adverse party, who.was seeking to establish a liability against him. Nor do we see how it can be maintained that he was called in his own interest. He was liable on the covenants in his bond to Hamilton for the full amount of his mortgage, and, if the debts of testator were first to be paid out of this real estate, that fund would be so diminished as to increase his probable chances of liability on his bond. It is urged, on the other hand, that, if the debts of testator are left to stand behind the mortgage, his liability on them may be increased; but if, as we shall see, he fails to perfect his title under the will, by neglecting to comply with its conditions, then the real estate devised to him would be the primary fund for the payment of the legacies, out of which they would be paid, and to that extent his interest in the real estate would be diminished, so that it is difficult to see how he could promote his own interest by his testimony. It is true, he is a party to the action, but that alone does not disqualify him from being a witness, unless coupled with some of the elements of disqualification specified in section 829 of the Code.The disqualification created by that section is where the witness testifies in his “own behalf or interest.” Carpenter v. Soule, 88 1ST. Y. 251. We do not see that the testimony offered comes within that prohibition, and think its exclusion was error. H it was material in this case to show knowledge of the testator’s indebtedness, then the rejection of this evidence was to the prejudice of the appellants, and should furnish reason for reversal.

The respondents’ mortgage was executed in less than two years after the proof of testator’s will, and within two years from the time of testator’s death.

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Cite This Page — Counsel Stack

Bluebook (online)
26 N.Y.S. 575, 81 N.Y. Sup. Ct. 273, 56 N.Y. St. Rep. 285, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cunningham-v-whitford-nysupct-1893.