Estate of Sterling

1 N.Y. St. Rep. 139
CourtNew York Surrogate's Court
DecidedJuly 15, 1886
StatusPublished

This text of 1 N.Y. St. Rep. 139 (Estate of Sterling) is published on Counsel Stack Legal Research, covering New York Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Sterling, 1 N.Y. St. Rep. 139 (N.Y. Super. Ct. 1886).

Opinion

Rollins, S.

This testator left, at his decease, real estate and personal property of the value of about $1,500,000. By bis last will and testament, which was admitted to probate in February, 1885, he appointed his daughter, Margaret S. Postley, executrix, and Hugh Clieyne and John Scott (whom he characterized as “friends”) executors, declaring that he had entire confidence in their integrity, and therefore directed that they should not be required to give bond for the faithful performance of their duties.

Upon the day the will was admitted to probate, letters testamentary were granted, no person objecting, to all three of the above named persons. At that time, neither Mr. Cheney nor Mr. Scott was a resident of blew York. They both resided, and have ever since resided, in the state of blew Jersey.

The decedent’s entire estate, except a comparatively small amount, bequeathed as legacies and annuities, is given by [140]*140will to Ms executors and executrix, upon certain specified trusts. They are vested with authority to sell all or part of the real property in their discretion, to invest the proceeds thereof and the proceeds of the personal estate, to collect and receive the rents and income, and to “apply the-said rents and income, as they accrue, to the use of my (his) daughter, Margaret S. Postley, during the term of her natural life; and at her death the said property shall go to her issue, if she leave any; but if she leave no issue, then my said executors shall pay out of the said trust property to my son-in-law,” etc. Mrs. Postley, thus named in the-will as executrix and cestui que trust, has filed a petition asMng for relief in various forms agaist executors, Cheyne and Scott.

First. I am asked to revoke the letters testamentary of' the respondents, upon the ground that within the meaning-of subdivision 5 of section 2685 of the Code of Civil Procedure, their “circumstances are such that they do not afford adequate security for the administration of the estate.”

This claim is not supported by the proofs. Indeed, the averments of the petition, even considered apart from the-answer, do not make out a case for revocation of letters under such fifth subdivision. The respondents are alleged to be “men of inconsiderable means, not themselves transacting any business, or having any place of business.” That is all, and that is not enough. Martin v. Duke, 5 Redf., 597; Grubb v. Hamilton, 2 Dem. 414.

Second. The fact that the respondents reside without the state of Hew York is claimed to justify and require the revocation of their letters or the exaction of a bond for the petitioner’s protection.

In opposition to this claim, it is urged that as the respondents were non-residents when they obtained such letters, the mere continuance of that status is not of itself a sufficient ground either for pronouncing sentence of revocation or for requiring security.

Section 2636 of the Code of Civil Procedure provides that immediately after a will has been admitted to probate, the persons therein named as executors, who are competent by law to serve, and who appear and qualify, ‘ ‘ are entitled to letters testamentary,” unless before such letters are granted some person interested in the estate interposes an objection in the manner by such section indicated. The grounds upon which letters must or can be refused in case objection is made to their issuance, are nowhere specified in the Code. A statute in force at the time the Code was enacted, and abrogated by the General Repealing act of 1880, (L. 1880, chap. 245), declared that, with certain exceptions, which, [141]*141need not now be specified, a non-resident applicant should not be granted letters testamentary except upon giving a bond. Sec. 7, title 2, chap. 6, part 2, B. S. (3 Banks, 6th ed.) 73. While there is now no direct and explicit provision of law that an objection to the issuance of letters testamentary, on the ground of the non-residence of the applicant, must be sustained, unless sucn applicant executes a bond for the faithful discharge of his duties, the legislature has indicated, by section 2638 of the Code, its adherence to the policy of the repealed statute. That section impliedly recognizes the force of an objection based upon non-residence, by declaring that such an objection shall not prevent the issuance of letters if the applicant shall give a bond as prescribed by law.

In the absence of such opposition, however, letters may be properly issued without a bond, as they were in fact issued in the case at bar. Estate of Damarest, 1 Civ. Pro., 302; Estate of Vernon, id., 304.

Mow, the grounds upon which letters may be revoked are set forth in the eight subdivisions of section 2685 of the Code. Mone of these subdivisions can be claimed to have any reference to the question of non-residence except the sixth, and possibly the first. The sixth is clearly inapplicable to such a situation as here exists, being in express terms limited to the case of an executor’s removal or intended removal from the state after the issuance of letters. Subdivision first is operative only ‘ ‘ where the executor was, when letters were issued to him, or has since become incompetent or disqualified by law to act as such.”

It is insisted by the petitioner’s counsel that the case at bar falls within the subdivision just quoted. I am of a different opinion, and for several reasons.

First. Because if that subdivision relates to non-residence at all it covers cases in which an executor becomes a nonresident after as well as cases in which he was a non-resident before obtaining letters. But such cases are distinctly and expressly provided for by subdivision 6. Of two pos-, sible constructions of subdivision 1 that should of course be preferred, other things being equal, which does not make subdivision 6 utterly superfluous.

Second. For the reasons stated by Surrogate Livingstone and Surrogate Calvin in Estate of Demarest and Estate of Vernon (supra), I hold that these respondents are not now and were not at the time of obtaining letters incompetent or disqualified by the fact of non-residence to act as executors. On the contrary, in spite of such non-residence they are and were competent and qualified, within the meaning of section 2638.

, Third. There is still another reason for holding that an , [142]*142executor’s non-residence is not sufficient warrant for revoking Ms letters, where he was such non-resident at the time the letters were granted and where his status as such nonresident has remained unchanged.

In the attempted transference into the Code of the well considered scheme of the Eevised Statutes in regard to nonresident executors, an important provision seems to have been overlooked. I refer to the provision which permitted an executor whose letters were sought to be revoked on. account of his removal or intended removal from the state, to prevent such revocation by the interposition of a bond (§§ 20 and 21, title 2, chap. 6, part 2, E. S., 3 Banks [6th ed.], 75). As the law now stands, this is impossible. If it is shown that after the grant of letters an executor has-abandoned his residence within the state or is about to abandon it the surrogate must (except in certain cases which will hereafter be noted) decree revocation.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Bundy v. . Bundy
38 N.Y. 410 (New York Court of Appeals, 1868)
Bundy v. Bundy
47 Barb. 135 (New York Supreme Court, 1866)
Martin v. Duke
5 Redf. 597 (New York Surrogate's Court, 1882)

Cite This Page — Counsel Stack

Bluebook (online)
1 N.Y. St. Rep. 139, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-sterling-nysurct-1886.