In re Final Judicial Settlement of the Accounts of Reed

22 A.D. 328
CourtAppellate Division of the Supreme Court of the State of New York
DecidedJuly 1, 1897
StatusPublished
Cited by4 cases

This text of 22 A.D. 328 (In re Final Judicial Settlement of the Accounts of Reed) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Final Judicial Settlement of the Accounts of Reed, 22 A.D. 328 (N.Y. Ct. App. 1897).

Opinion

Landon, J.:

The respondent, Alonzo Reed, was appointed the committee of the person and estate of Anna L. Knapp, a lunatic, September 19, 1889. She was the widow of Edward W. Knapp, who died April 23, 1889, leaving no issue surviving him.

By his will he devised and bequeathed all his estate, amounting to about $25,000, to three trustees in trust, “ to be nursed, managed and invested in the best manner possible,” directing them, after the payment of a few small legacies, “ to use the balance of my ■estate and the income therefrom (1) to the support, care and comfort of my wife, Anna L. Knapp, so long as she may live, and (2), [329]*329so far as necessary and possible, to the support of my sister, Maria Stringham, so long as she may live. Upon the death of either my said wife or sister, I direct my said trustees to apply said balance and income to the support and maintenance of the survivor so long as she may live,” and making an ultimate disposition of the remainder, if any should be left. He thus intended that his wife should be taken care of in any event, and that his sister should at' the same time have such necessary support as the support, care and comfort of his wife would permit his estate to furnish her with.

The trustees qualified and took charge of Mr. Knapp’s estate. The lunatic had an estate of her own. The committee charged himself upon account thereof with $2,047.08. He credited himself with expenditures upon account of the lunatic in the sum $1,997.08, leaving in his hands $50 for commissions. The decree appealed from settled the account as presented and allowed the committee to retain the $50 as commissions.

The evidence shows that the committee intrusted the care of the lunatic and the disbursements upon her account to one of the trustees, and then reimbursed him, and thus the trust estate therefor. An account filed by the committee with the County Court and settled ex parte about October 29, 1890, shows such reimbursements to the trust estate on account of expenditures for the support, benefit and maintenance of the lunatic to the amount of $1,559.81. An account filed by the trustees and adjusted by the surrogate August 31, 1891, charges the trust estate with $1,152.51, received “ from Alonzo Reed of estate of Anna L. Knapp.” The evidence tends to show that the difference between these two sums, $407.30, was the money of the lunatic’s estate furnished by the committee to one of the trustees to. pay sundry bills incurred upon account of the lunatic.

The account of the committee, presented upon this hearing, consists of two schedules, one for $1,152.51, being the amount the trustees charge themselves with, and the other, for $844.57, embracing, as we infer from the evidence, in the absence of any specific findings by the County Court, the $407.30 above mentioned, and $437.27, which the committee himself expended, thus leaving $50 his hands.

[330]*330The main question is, whether the provision in the husband’s will for the support of his widow should not have been resorted to in exoneration of the separate estate of the wife. Upon the facts above presented, this question is free from embarrassment, since the committee in part reimbursed the trust estate, and in part furnished the trustees with the money by which they exonerated the trust estate. The authorities answer the question in favor of the appellant. A trust for the support of the lunatic is in exoneration of the private property of the lunatic. (Story’s Eq. Juris. § 1364a; Lewin on Trusts, *614, *967 ; Matter of Weaver, 21 Ch. Div. 615.)

It is the duty of the husband to support his wife (Goodale v. Lawrence, 88 N. Y. 513), and this although she may have an estate of her own, unless she elect to support herself. (Jaques v. Methodist Episcopal Church, 17 Johns. 548.) When the husband, by his will, provided that his estate should continue to be charged with his wife’s support, he manifested his intention that the obligation which rested upon him while living should be borne by. his estate after his death.

If it should be held otherwise, the intention of the husband would be defeated, and the wife might take nothing from an ample provision in her favor. Provisions in a will for the support of a wife will receive the most favorable construction to accomplish the purpose intended. (Thurber v. Chambers, 66 N. Y. 42.) The rule in favor of the wife in nowise contravenes the rule so fully supported by the cases cited by the respondent’s counsel and relied upon by the learned court below (18 Misc. Rep. 285), to the effect that it is the paramount duty of the committee to minister to the care and comfort of the lunatic so far as the funds in his hands will reasonably, allow, without reference to the interests of the next of kin, heirs at law or expectants. We do not relax that rule by holding that when the committee impairs the lunatic’s estate, in order to protect the trust estate from expenses for which the latter was primarily liable, he fails in his duty.

Tested by this rule, the committee should be charged with the amount in which he thus protected the trustees from expenditures which they ought to have made for the lunatic’s support, care and comfort.

Among the expenditures for which the committee claims credit [331]*331are items for the repairs of the lunatic’s house, amounting to-$617.75, and some other items for taxes and insurance. As the-account is rendered, $333.48'of these items were expenditures by the trustees, and $227.27 by the committee. Ostensibly, these-expenditures were for the benefit of the lunatic’s estate, but the facts show that they were for the benefit of the trust estate. The deed for the house and lot stood in the name of the wife. In 1870 the husband gave his bond to the Poughkeepsie Savings Bank for1 $3,000, and both husband and wife united in a mortgage to the bank to secure its payment. In 1878 the bank assigned the mortgage to the husband. He did not record the assignment, but after his death his trustees did record it and foreclosed the mortgage,, making the committee a party to the action, and the trustees purchased the house and lot upon the foreclosure sale for $5,630, the-amount found due by the judgment, including costs and referee’s-expenses. The expenditures upon the house and lot were made in expectation of this foreclosure. The trustees, in an accounting of the trust estate, estimate the value of this house and lot at $6,000.

The excuse for this foreclosure is sought in a paper without date,, written in lead pencil, in the handwriting of the husband, Mr.. Knapp, and found by one of the trustees after his death. The following is the main part of this paper :

" I find, by anxious thought and examination, that your health - will not permit you to take charge of the little property that I shall leave for the joint support of yourself and Maria. I have-concluded to change the original will, and put it in charge of the three trustees, who I firmly believe are good, kind and honest men, that is, I have put in all I have a legal right to put in. The title of the house and lot is in your name, consequently I cannot do anything with that, and it must be left for you to do, viz.: Assign the-deed to the trustees and let it go in with the part already given them. I think this much the best plan, for it will take less expense to handle than in a separate state; besides, there is where it belongs.”'

This paper was not addressed to any one, and had never been delivered by the husband to any one.

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Bluebook (online)
22 A.D. 328, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-final-judicial-settlement-of-the-accounts-of-reed-nyappdiv-1897.