In Re the Accounting of Caldwell

80 N.E. 663, 188 N.Y. 115, 26 Bedell 115, 1907 N.Y. LEXIS 1110
CourtNew York Court of Appeals
DecidedMarch 12, 1907
StatusPublished
Cited by33 cases

This text of 80 N.E. 663 (In Re the Accounting of Caldwell) is published on Counsel Stack Legal Research, covering New York Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re the Accounting of Caldwell, 80 N.E. 663, 188 N.Y. 115, 26 Bedell 115, 1907 N.Y. LEXIS 1110 (N.Y. 1907).

Opinion

Willard Bartlett, J.

This appeal brings up for our consideration the rulings of the surrogate of Onondaga county in respect to three matters in controversy between 'the widow and executrix of. Charles W. Garloclt, deceased, on the one hand, and her co-executor and the' other parties interested in the estate on the other.

The will of Charles W. Oarlock was executed on March 13, 1903. In the first paragraph the testator directed that all his just debts and funeral expenses be paid. In the second paragraph he bequeathed to his wife, Addie Oarlock, all his household goods and furniture and jewelry and diamonds, except his diamond stud. In the third paragraph he devised to his said wife the use, rents, income and profits of his house Ho. 820 East Fayette street, in Syracuse, for and during the term of her natural life if she should remain unmarried, and, upon her death or remarriage, to his son, Frank Oarlock, in fee. Then follow various specific legacies until we come to the seventh paragraph, which reads as follows: “I give and bequeath to my said wife, Addie Oarlock, one-third of all the rest, residue and remainder of my personal estate of every name and nature whatsoever.” By the eighth paragraph the testator bequeathes to bis son Frank Oarlock his diamond st-ud. *119 The nintli paragraph is in the following words: “ I give, devise and bequeath to my son Frank Garlock all the rest, residue and remainder of my estate, both real and personal, of every name and nature whatsoever, to have and to hold unto his sole use, benefit and behoof forever.” By the tenth paragraph the devises and bequests made to the testator’s wife, Ad die Garlock, are declared to be in lieu of dower. The eleventh paragraph confers upon the executors power to lease, mortgage, sell and convey any and all real estate of which the testator may die seized, but contains no absolute direction to sell. By the twelfth paragraph the testator assumes to “ appoint Wilson & Wortman, attorneys at law, of Syracuse, N. Y., attorneys for my estate, upon the probate of this my last will and testament, and upon all other matters wherein my executors shall require legal services or advice in the settlement of my estate.” The testator’s cousin, Frank Caldwell, was appointed executor, and his wife, Addie Garlock, executrix of the will.

On Flay 23, 1903, the testator executed a codicil, the first paragraph of which reads as follows: I direct my executors to sell all my real estate not specially bequeathed by my said last will and testament of which I may,die seized and to turn the same into money, as soon as it may be done for the best interests of m/ estate.” The codicil contains some specific bequests not involved in this litigation. The only other provision material to be considered is the third numbered paragraph which is in these words: I give and bequeath to Oakwood, a Cemetery Association of the City of Syracuse, hi. Y., one hundred dollars, the annual income thereof to be used for the care of my burial lot in said cemetery.”

The burial lot referred to in the codicil had belonged to the testator for many years prior to his death and there were buried therein the body of his first wife, the body of a daughter and the body of a sister-in-law. Sufficient space still remained in this lot for the burial of three more bodies. Instead of burying the body of the testator there his executrix caused his remains to be interred in another lot in the *120 same cemetery which she purchased for the purpose at an expenditure of $191.90; and this amount the surrogate refused to allow her upon the accounting under review. She offered evidence tending to show that her stepson had practically refused to permit the burial of the testator’s body in the lot which he owned during his lifetime and also refused to recognize her own right to burial therein. If the findings sustained her position in this respect there can be no doubt that the amount which she expended for the new lot would be a proper charge against the estate. (Patterson v. Patterson, 59 N. Y. 574, 582.) The case cited is authority for the proposition that where a deceased person leaves an estate it is the duty of his personal representatives to provide for the reasonable and necessary expenses of the burial of his remains out of such estate. Furthermore under a provision of the Membership Corporations Law “The remains of á widow may be buried in a burial lot of which her husband died possessed and in which his heirs continue to have an estate or right of burial without the consent of any person whomsoever claiming any interest in such lot.” (Laws of 1895, chap. 559, § 51, as amended by Laws of 1900, chap. 715.) We have in the present case, however, an express finding by the learned surrogate that the right to bury the said Charles W. Garlock in the lot owned by him at the Time of his death was pot refused by the executors or by the remaining family of the said Charles W. Garlock, and that there was no refusal by any person or persons having an interest in said cemetery lot to allow the burial of Addie Garlock therein in the event of her death. This finding, sustained as it is by the unanimous affirmance in the Appellate Division, is conclusive upon this court and sustains the propriety of the surrogate’s ruling that the purchase price of the second lot was not chargeable against the estate.

The second item in controversy is the'claim of the executrix to be allowed $400 -paid to Mr. William Bubin for professional services as an attorney at law. As to this matter also we are precluded by the finding of the surrogate to the effect *121 that Messrs. Wilson & Wortman have at all times performed all services necessary for the administration of the estate and his further finding to the effect that the services performed by Mr. Rubin for" the appellant, and for which he charged her the sum of $100, were rendered to her personally rather than as executrix. Such is our construction of his finding upon this subject, from which the words “ as executrix ” are omitted. While the unanimous affirmance forbids any review of these findings here, it must not be understood that in sustaining this part of the decree we concede the correctness of the proposition argued in the brief for the respondent that .the appointment of Messrs. Wilson & Wortman as attorneys of the estate by the twelfth clause of the will was binding upon the executors. The law of this state does not recognize any testamentary power to control executors in the choice of the attorneys or counsel who shall act for them in their representative capacity. They may incur a personal liability for the conduct of their lawyers, and hence they are beyond the control of their testator in making the selection. Such a provision, therefore, as this will contains in reference to the attorneys to be employed is to be regarded merely as expressive of a wish on the part of the testator which it is most proper for the executors to observe if it accords with their own judgment, but which otherwise they are not bound to regard.

Proceeding finally to a consideration of the third question presented by this appeal, it seems to us very clear that the appellant is right in respect to the meaning and effect of the first numbered paragraph in the codicil.

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Bluebook (online)
80 N.E. 663, 188 N.Y. 115, 26 Bedell 115, 1907 N.Y. LEXIS 1110, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-accounting-of-caldwell-ny-1907.