In re Maine's Estate

17 N.Y.S. 114, 69 N.Y. Sup. Ct. 334, 42 N.Y. St. Rep. 195, 62 Hun 334, 1891 N.Y. Misc. LEXIS 597
CourtNew York Supreme Court
DecidedDecember 28, 1891
StatusPublished
Cited by1 cases

This text of 17 N.Y.S. 114 (In re Maine's Estate) 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
In re Maine's Estate, 17 N.Y.S. 114, 69 N.Y. Sup. Ct. 334, 42 N.Y. St. Rep. 195, 62 Hun 334, 1891 N.Y. Misc. LEXIS 597 (N.Y. Super. Ct. 1891).

Opinion

Mayham, J.

The testator, Clark Maine, died in the year 1885, leaving a last will and testament, in which he nominated and appointed Harrison C. Maine as executor and trustee, which will was admitted to probate by the surrogate of St. Lawrence county on the 9th of ¡November, 1885, and the executor named therein thereupon duly qualified and entered upon the discharge of his trusts. On the 15th of December, 1890, the executor filed an account with the surrogate, and asked that the same be judicially settled by and before the surrogate’s court of St. Lawrence county. To the account as filed the respondents, Mina, Minnie, and Mable Baker, infants, by their guardians, filed certain specific objections; and the surrogate, after hearing the proofs and allegations of the parties, made a decree, the substance of which appears in his summary statement, from which decree this appeal is taken. The main contention on this appeal arises out of the construction of certain provisions of the testator’s will. By the terms of the will, the testator gave to his wife, after his debts were paid, the exclusive use and occupancy of his home lot, of about 20 acres, with the rents and profits of the same, and all his personal property on the same, at the time of his death, to have and to hold such real and personal property during her life-time; and gave also to his wife an annuity of $200, which he directed his executor to pay to her annually during her life. The testator also bequeathed absolutely and contingently to various legatees the sum of $12,200, among which bequests was one of $5,000 to his daughter Ella L. Baker, or her children, in case of her death. The real controversy here is as to the provision in the decree which [115]*115directs the executor to pay to the respondents, who are the only surviving children of Ella L. Baker, to whom the testator bequeathed this legacy of $5,000, and who died soon after the testator, the interest on this $5,000 legacy, after they removed with their father from the Bussell farm, November 1, 1886, up to the time of this accounting, and annually thereafter, until the principal sum shall be paid. The language of the will upon the subject of this bequest is as follows: “I give and bequeath to my daughter Ella L. Baker, and to her children, whether now born or hereafter born, the sum of $5,000, which said sum I direct my executor hereinafter named (or any other person lawfully acting in his stead, of and concerning my estate) to invest in a house, to be concurred in and approved of by her, and to be deeded to her and her children, and to be held by her during her life-time, and then to descend to her children, to be divided or sold, and the avails thereof to be di vided between them share and share alike; and I further direct that the said Ella L. and her husband, Byron Baker, have the right to continue in the use of my farm of about 338 acres in Bussell, in said county, with the personal property thereon, so long as they fulfill the conditions of a certain lease to said Byron Baker, dated November 15, 1884, and signed by said Baker and myself; and I direct that immediately on the sale of said farm and property, and on receipt of a sufficient sum of money for that purpose, my said executor shall purchase such named home for my said daughter and her children, and that until such home is purchased and ready for her he shall pay to her annually the interest on said sum of $5,000; and in case she and her said husband, Byron Baker, cease to remain on and occupy said property previous to the sale thereof, then, and in that case, my said executor is to pay such annual interest until such sale is made or such home is purchased for her from other means.” On the hearing before the surrogate it was stipulated between the parties, among other things, as follows: “That at the time of the testator’s death his daughter Mrs. 1511a L. Baker was residing on the 338-acre farm in Russell, and that she and her husband and children continued to reside there until Mrs. Baker’s death, July 2,1886; and that thereafter her husband and children continued to reside on said farm until November 1, 1886, when they removed therefrom. That the real estate left by the testator was the 338-acre farm in Bussell; the Marshville home lot left to his widow for life; a half interest in the Chilton farm in Bussell, containing 140 acres, subject to the life-estate of Mrs. Chilton, who is still living. That in 1887 there was an agreement made between the executor, the widow of the testator, and Mrs. Clarinda Fellows, whereby Mrs. Fellows was to have the Marsh ville property in payment of her legacy of $2,000, and $60 interest then due. That the executor was to take care of the testator’s widow during her life, and that, at the death of the testator's widow, Mrs. Fellows should pay the estate the sum of $440, the interest on the legacy in the mean time to be applied towards the support of the widow. That the executor conveyed in fee to Mrs. Fellows the Marshville property, January 7, 1887, and that since then she has been in possession thereof. The testator’s widow is now aged 76 years, and that no other real estate has been sold, and that the executor has not charged himself in his accounts with the real estate sold to Mrs. Fellows.” Upon these facts the surrogate made a decree, in the summary statement of which he charged the executor with the sum of $10,961.68, the amount of the inventory and accumulations thereon, and credited him with disbursements, in all amounting to the sum of $9,029.05, leaving a balance in his hands and chargeable to him at the time of the accounting of the sum of $1,872.63, out of which the decree provided that the executor should retain the sum of $100 for his cost and expenses, and pay to the guardian of the respondents the sum of $70 for his costs and expenses on the accounting, and out of the balance so found in his hands the executor should pay to the general guardian of the respondents the sum of $1,200 as interest on the $5,000 [116]*116legacy from November 1,1886, the time they removed with their father from the Bussell farm, to November 1, 1890, and that the executor retain the balance of $302.68, to be paid out according to the provisions of the will, and accounted for hereafter.

It is contended by the appellant that the learned surrogate in making his decree failed to give effect to all of the provisions of the will, and did not carry out the intention of the testator as expressed in that instrument, and that it was error to hold that the respondents were entitled to be paid interest on their legacy from the time of the removal of their father from the Bus-sell farm. While in some of its provisions this will is obscure, and the intention of the testator not clearly expressed, yet in the provisions relating to the legacy to Ella L. Baker and her children there seems no ambiguity. The scheme of the testator as to that bequest is quite apparent. He bequeaths to her absolutely the sum of $5,000, but directs that it be invested by Tiis executor in the purchase of a home for her, and directs the executor, on the sale of the Russell farm and property, and on receipt of sufficient money for that purpose,'to purchase such home. Then follow the two conditions on the happening of each of which interest is to be paid by the executor on this legacy: First, after the sale of the property and farm, and until such home is purchased and ready for her, he shall pay her annually interest on the legacy; second,

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Bluebook (online)
17 N.Y.S. 114, 69 N.Y. Sup. Ct. 334, 42 N.Y. St. Rep. 195, 62 Hun 334, 1891 N.Y. Misc. LEXIS 597, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-maines-estate-nysupct-1891.