Fraser v. Bowerman

104 Misc. 260
CourtNew York Supreme Court
DecidedJuly 15, 1918
StatusPublished
Cited by4 cases

This text of 104 Misc. 260 (Fraser v. Bowerman) 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
Fraser v. Bowerman, 104 Misc. 260 (N.Y. Super. Ct. 1918).

Opinion

Brown, J.

By the 2d paragraph of the last will and testament of Sarah Fraser the entire use, rents, interest and income from her entire estate was given to her husband during his natural life, or so long as he should remain unmarried. By the codicil it was provided that the husband should have so much of the use, rents, interest and income as should be required for his personal support, etc., during the same period, instead of the entire use, etc. The codicil also declares the intention of the testatrix to be that from such use, income or rents his comfortable support and maintenance shall be paid during such period. The 4th paragraph of the will reads: I will and direct that and after the death of my said husband or upon his remarriage and after his sickness and funeral expenses are paid (if he shall die single and unmarried), that any and all real estate and all personal property that may be left at that time belonging to the estate be sold by my executors hereinafter named and after paying all bills and debts as hereinbefore provided, that the avails and proceeds and income [262]*262from such sales be disposed of as follows, namely, I will and direct that my said executors pay over from the income of such sales to my daughter Sarah Jane Fraser the just and full sum of Two Thousand dollars to be hers and her heirs forever; and I further will and direct that the rest, residue and remainder be divided equally between each and all of my children share and share alike to be theirs or their heirs forever.”

By the 5th paragraph of the will executors are appointed, “ with full power to rent real estate when necessary and to collect rents * * * and full power to sell and convey any real estate at and after the death or remarriage of my said husband using their own judgment as. to the time and times of such sale as shall be for the best interest of said estate not exceeding five years from and after my said husband’s death or remarriage and as much sooner as may be for the best interest of my estate * *

The testatrix died August 27,1891, seized of the real estate described in the complaint, leaving her surviving the husband, John Fraser, and seven children, Sarah J., William A., Washington A., Robert S., John J., George H., and Isaac D. Isaac D. died in 1896, leaving a widow, the defendant Maria L. Fraser, the defendant Olive L. McDowell, and the plaintiff J. Stuart Fraser, as his only heirs at law. John Fraser, the husband of the testatrix, died in 1897, never having remarried.

On the 18th day of January, 1895, the executors of the last will and testament of the 'testatrix and the husband, John Fraser, executed and delivered a deed purporting to convey the real estate described in the complaint to the defendant Sarah J. Fraser, and concurrently therewith the husband, John Fraser, and all of the above named children of the testatrix, excepting [263]*263Isaac D. Fraser, executed an agreement reciting that testatrix had died leaving creditors which her personal estate was insufficient to pay, that two creditors had instituted proceedings to sell decedent’s real estate to pay her debts, that' the parties thereto were desirous of having the claims of those two creditors paid with out resort to such proceedings, and that to that end the executors and John Fraser by request of the parties thereto had conveyed by deed the real estate of which Sarah Fraser died seized to Sarah J. Fraser, and that Sarah J. Fraser, also by request of the parties thereto, had executed a mortgage to each of said creditors for the amount of his claim against decedent. The said agreement further recited that the parties thereto “ hereby consent to and ratify and confirm said conveyance of said executors * * * to the same extent as if they had severally joined therein and do hereby charge their and each of their right, title and interest, whether by will of said Sarah Fraser, deceased, or by the intestate laws of this state, in and to her estate * * * with the payment of their proportionate shares of said claims represented by said mortgages.” This agreement and the executors’ deed were both duly recorded in Niagara county clerk’s office.

The defendant Sarah J. Fraser went into possession of said real estate under said deed and agreement, paid off the two mortgages in 1897, and in 1899 executed and delivered to one Elliott a warranty deed of the real estate, and by several mesne conveyances the defendant William H. Bowerman now asserts that he is possessed of the entire fee of the real estate, claiming title thereto through said executors’ deed and said agreement, asserting that under the last will and testament of Sarah Fraser, deceased, the title to the real estate vested in the executors of her will, as trus[264]*264tees of an express trust, and that the conveyance by such trustees was a valid exercise of the power of sale specified in the will.. The plaintiff brings this action for a sale in partition of the real estate, alleging that under the will the title to the same vested in the children of the testatrix, subject to being defeated by the exercise of the power of sale contained in the will, that the attempted exercise of the power of sale in January, 1895, two years before the death of the husband, John Fraser, was void as to Isaac D. Fraser, who did not join in the instrument of ratification, and that on the death of Isaac D. Fraser one-seventh of the real estate descended to the plaintiff and his sister, Olive L. McDowell, subject to the dower interest of Maria L. Fraser, the widow of Isaac D. Fraser, deceased.

To entitle plaintiff to maintain partition he must be the owner of an interest in the real estate; he must have title to a part thereof. It does seem that under the will the executors were vested with rights, power and authority which created them trustees of an express trust under the Beal Property Law as defined by section 96 thereof. The will provides for a sale of the real estate within five years after the death of the husband, John Fraser, the sale to be made by the executors for the benefit of the children of the testatrix; the executors are empowered to rent the real estate, collect the rents and pay therefrom to the husband sufficient moneys to provide him comfortable support and maintenance; a sale of the real estate is imperative.

Within all the authorities to which attention has been called such provisions create and constitute an express trust, and by the terms "of section 100 of the Beal Property Law the legal estate vested in the executors, They are trustees of an express trust. The [265]*265real estate is deemed to have been converted into personalty for the purpose of dividing its value among the legatees. The bequests to them are personalty, not real estate. Meakings v. Cromwell, 5 N. Y. 136; Morse v. Morse, 85 id. 53; Russell v. Hilton, 175 id. 525; McNaughton v. McNaughton, 34 id. 201; Delafield v. Barlow, 107 id. 535; Salisbury v. Slade, 160 id. 278; Williams v. Williams, 152 App. Div. 323.

Within the foregoing authorities it is seen that the executors took title to the real estate as trustees of an express trust. The trust ivas to collect the rents and pay to John Fraser such a portion thereof as would be sufficient to support him during his lifetime, and then to sell the real estate and from the proceeds pay the debts of the testatrix and those debts incurred by the illness, etc., of John Fraser, pay $2,000 to one child and divide the balance equally among the seven children- of the testatrix.

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Bluebook (online)
104 Misc. 260, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fraser-v-bowerman-nysupct-1918.