Estate of Redfield

6 Coffey 368
CourtCalifornia Superior Court
DecidedOctober 15, 1898
DocketNo. 11,451
StatusPublished

This text of 6 Coffey 368 (Estate of Redfield) is published on Counsel Stack Legal Research, covering California Superior Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Redfield, 6 Coffey 368 (Cal. Super. Ct. 1898).

Opinion

COFFEY, J.

The question involved in this proceeding is-, whether the general legacies provided for in the will of Mary A. Redfield, deceased, bear interest at the legal rate of seven per cent per annum from the end of one year after the death, of the testator.

Mrs. Redfield died testate on October 4, 1891. The will was admitted to probate; proceedings for the contest of the-probate of the same were instituted, and a trial thereof had. before the superior court sitting with a jury. Said trial resulted in a verdict and judgment annulling and revoking the-probate of said will. A motion for a new trial having been denied, an appeal to the supreme court was taken from the-order denying the same. The supreme court reversed said order, and remanded said cause for a new trial. Thereupon said contest to revoke the probate of said will was again tried before this department of the superior court sitting with a jury, and resulted in a verdict and judgment sustaining tha [369]*369probate of said will. An appeal taken from this judgment was dismissed by the supreme court on the 18th day of August, 1898. On August 26, 1898, Francis E. Redfield, administrator with the will annexed of the estate of said Mary A. Redfield, rendered and filed his final account and filed therewith his petition for final distribution, which said petition sets forth the pendency of said contest as the reason why an earlier application for said distribution has not been made. Upon the hearing of said application, said Francis E. Red-field, a residuary legatee named in said will, objected to the allowance of interest upon the legacies provided for in said will, upon the groundthat the settlement of the estate had been belated by reason of said contest without any fault upon the part of said administrator.

In this contention of said residuary legatee, the court cannot concur.

The rule is well established at common law that all general legacies bear interest at the legal rate from one year after the demise of the testator, even though the condition of the estate rendered payment of the legacy impracticable and the assets of the. estate were actually unproductive. This rule is the offspring of another rule which received an early recognition in chancery, the provisions of which allowed to the estate one year, during which time the executor ought to be able to collect and realize the assets and be in readiness to discharge the obligations imposed upon the estate by the will. This latter-rule, says Lord Hardwicke speaking for the court in Beckford v. Tobin, 1 Ves. Sr. 380, survived from the ecclesiastical court; Lord Redesdale, in Pearson v. Pearson, 1 Sch. & L. 10, attributed to it a similar origin. But whatever may be the origin of the rule, it is irrevocably fixed as a general rule,, and is not now open to controversy: Sullivan v. Winthrop, 1 Sum. 1, Fed. Cas. No. 13,600, 23 Fed. Cas. 371, 375. A pecuniary legacy is to be regarded as a debt due from the estate at the end of one year after the testator’s death, and the legatee, when he is entitled to be paid, is in precisely the same situation as a creditor of the estate and should be awarded interest for such time as he is kept out of his demand: Austin’s Will, 19 App. Div. 192, 45 N. Y. Supp. 984; [370]*370Sloan’s appeal, 168 Pa. St. 422, 428, 47 Am. St. Rep. 889, 890, 32 Atl. 42; Hoffman v. Pennsylvania Hospital, 1 Dem. (N. Y.) 118, 122.

“The rule is founded on the principle that interest follows as an incident of, or accretion to the legacy, and not on the principle that the payment is imposed on the executor as a penalty for his default or neglect”: Esmond v. Brown, 18 R. I. 48, 49, 25 Atl. 652.

To the same effect are, Welch v. Adams, 152 Mass. 74, 86, 9 L. R. A. 244, 25 N. E. 34; Ogden v. Pattee, 149 Mass. 82, 84, 14 Am. St. Rep. 401, 21 N. E. 227; Kent v. Dunham, 106 Mass. 586, 591; Davison v. Rake, 44 N. J. Eq. 506, 510, 16 Atl. 227. The right to interest grows out of the right to the legacy, and not out of a right for its recovery: Davison v. Rake, 44 N. J. Eq. 506, 510, 16 Atl. 227.

In determining the right of the legatee to interest upon the legacy, the question of the actual posture of the estate is immaterial (Sullivan v. Winthrop, 1 Sum. 1, Fed. Cas. No. 13,600, 23 Fed. Cas. 371, 375, and cases therein cited); neither does the fact that the legacy could not by any diligence be collected affect the right (Ingraham v. Postell, 1 McCord Eq. (S. C.) 94, 98; Welch v. Adams, 152 Mass. 74, 87, 9 L. R. A. 244, 25 N. E. 34; Davison v. Rake, 44 N. J. Eq. 506, 510, 16 Atl. 227; Hoffman v. Pennsylvania Hospital, 1 Dem. (N. Y.) 118, 121); nor whether the assets of the estate are productive or not (Austin’s Will, 19 App. Div. 192, 45 N. Y. Supp. 984; Sloan’s Appeal, 168 Pa. St. 422, 47 Am. St. Rep. 889, 890, 32 Atl. 42; 2 Williams on Executors, Am. ed. 1895, p. 743; Hoffman v. Pennsylvania Hospital, supra) ; nor will the residuary legatee be heard to complain.

“The residuary legatees are in no position to complain, for the estate is charged with the payment of the debts and the pecuniary legacies first, and not until this is done is the residue ascertained or the extent of their interest in the estate determinable”: Sloan’s Appeal, 168 Pa. St. 422, 428, 47 Am. St. Rep. 889, 890, 32 Atl. 42. See, also, In re Williams, 112 Cal. 521, 525, 53 Am. St. Rep. 224, 44 Pac. 808.

It matters not what the obstacle interposed to the due administration of the estate may be, the rule is the same. In [371]*371the case of Powell v. Drake, 19 Dist. of Columbia Rep. 334, payment of interest upon the pecuniary legacies was refused upon the ground that the settlement of the estate had been delayed by proceedings to contest the probate of the will without any fault upon the part of the executor, and also upon the further ground that payment of such interest would diminish the residuary estate—a state of facts precisely similar to those in the proceedings at bar—and the court held, and we think properly, that these general legacies bore interest from the end of one year after the death of the testator. At page 338 the court say:

“General legacies are preferred to residuary legacies, and are never to abate in their favor, and will be paid in full though it may exhaust the assets and destroy the claim of the residuary legatees. Neither should interest upon them be denied in favor of those claiming under the residuary clause. . . .
“In the most recent decision of the subject in that state, Budd v. Garrison, 45 Md. 420, Judge Miller says: ' There can be no doubt that a pecuniary legacy bears interest from the time at which it is, by the terms of the will, made payable, and if no time of payment is fixed by the will, it is payable within the time limited by law, and bears interest from that date—that is, from the expiration of one year after the testator’s death. ’
“The only authority cited in behalf of defendants that really supports their contention is State v. Adams, 71 Mo. 620. In that case a legatee who had contested the will sued the bond of the executor for the amount of her legacy after the will had been established. The court held she was not entitled to interest from the expiration of one year after the death of the testator, but only from the termination of the contest by the establishment of the will. We are at a loss to discover upon what ground this decision can be justified. Possibly the provisions of the Missouri statute (1 Rev. Stats. 111, sec.

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26 N.E. 1098 (New York Court of Appeals, 1891)
Esmond v. Brown
25 A. 652 (Supreme Court of Rhode Island, 1892)
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In re the Judicial Settlement of the Accounts of Oakes
19 A.D. 192 (Appellate Division of the Supreme Court of New York, 1897)
Harvey v. Clarke
44 P. 808 (California Supreme Court, 1896)
Sloan's Appeal
32 A. 42 (Supreme Court of Pennsylvania, 1895)
Kent v. Dunham
106 Mass. 586 (Massachusetts Supreme Judicial Court, 1871)
Ogden v. Pattee
21 N.E. 227 (Massachusetts Supreme Judicial Court, 1889)
Welch v. Adams
25 N.E. 34 (Massachusetts Supreme Judicial Court, 1890)
Bartlett
40 N.E. 899 (Massachusetts Supreme Judicial Court, 1895)
In re Austin's Will
45 N.Y.S. 984 (Appellate Division of the Supreme Court of New York, 1897)
Budd v. Garrison
45 Md. 418 (Court of Appeals of Maryland, 1876)
State ex rel. Nichols v. Adams
71 Mo. 620 (Supreme Court of Missouri, 1880)
Sullivan v. Winthrop
23 F. Cas. 371 (U.S. Circuit Court for the District of Massachusetts, 1829)

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Bluebook (online)
6 Coffey 368, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-redfield-calsuperct-1898.