In re the Application for the Sale of the Real Property of Fitzpatrick

123 Misc. 779, 206 N.Y.S. 496, 1924 N.Y. Misc. LEXIS 1217
CourtNew York Surrogate's Court
DecidedOctober 15, 1924
StatusPublished
Cited by6 cases

This text of 123 Misc. 779 (In re the Application for the Sale of the Real Property of Fitzpatrick) 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
In re the Application for the Sale of the Real Property of Fitzpatrick, 123 Misc. 779, 206 N.Y.S. 496, 1924 N.Y. Misc. LEXIS 1217 (N.Y. Super. Ct. 1924).

Opinion

Harrington, S.

The deceased, Hugh C. Fitzpatrick, died intestate on September 28, 1923, a resident of Clinton county. Letters of administration were duly issued to the deceased’s son, Philip T. Fitzpatrick, on December 10, 1923. Said administrator duly advertised for claims against the estate and the period of so advertising for said claims expired June 10, 1924. The estate of the deceased consisted solely .of real property of the appraised value of $2,500.

The funeral expenses of the deceased amounted to $240 and the bill of the family physician amounted to $207.75. Marguerite Fitzpatrick, a daughter of the deceased, presented a bill' against the estate of $600 for sums paid by her on behalf of the deceased for his benefit. Mary Fitzpatrick, another daughter of the deceased, presented a bill against the estate of $1,969.50 for personal services rendered by her for nursing and caring for the deceased. All of said claims were duly allowed by the administrator. As the deceased died possessed of no personal property, the administrator applied to this court for permission to sell the real property of the estate for the purpose of paying the aforesaid debts aggregating $3,017.25.

Robert E. Fitzpatrick, a son of the deceased, is an inmate of the St. Lawrence State Hospital at Ogdensburg, N. Y. A citation in the matter was, therefore, served, among others, on the attorney-general of the state of New York. The attorney-general duly appeared through counsel and objected to the allowance by the administrator of the two claims presented by the daughters of the deceased, but asked that the hearing in the matter be adjourned to a later date. As in any event the sale of the deceased’s real property would be necessary in order to pay the undisputed claims against the estate, an order was entered directing the administrator to sell the real estate but to hold the proceeds thereof until the further order of this court. No objection was made to the allowance of the claim for funeral expenses and medical services. The attorney for the administrator duly filed verified claims as allowed by the administrator. He also had the administrator testify as to conversations had by him with the deceased, in which the deceased advised him that he owed his daughter Marguerite $600, mentioning the nature of the indebtedness. The administrator also testified as to the nature and period of the care and nursing rendered [781]*781the deceased by Mary Fitzpatrick. The attorney for the administrator also called Marguerite Fitzpatrick as a witness, who testified as to the conversations had by her with the deceased, in which the deceased stated that he wanted his daughter Mary to be paid for her services in caring for him; she also testified as to the nature and period of the services rendered by her sister Mary. All of this testimony was taken under objection and exception by the counsel for the attorney-general, on the ground that said testimony was prohibited by section 347 of the Civil Practice Act, as being transactions between the deceased and interested parties to this proceeding. No evidence was offered by the counsel for the attorney-general to show that these contested claims were fraudulently or negligently allowed.

It is well settled that whenever a claim is presented to and allowed by an administrator or an executor, it prima facie establishes the validity of the claim in favor of the party presenting it, and the burden of showing that the claim is not -a valid debt against the estate is upon the party who objects to the payment. Matter of Warrin, 56 App. Div. 414; Matter of Goepel, 200 id. 678; Farrell v. Farrell, 206 id. 209. From these cases it would seem that it was only necessary in this proceeding for the administrator to file these verified claims with the court and state that he had allowed them. In the absence of further evidence by the contestant that such claims were fraudulently or negligently allowed, the court would ordinarily confirm the allowance of the same and direct that they be paid.

However, and presumably to show the good faith of the administrator in so allowing these claims, his attorney voluntarily offered in evidence the same facts on behalf of the administrator, for the purpose of sustaining the allowance of these claims as were known to the administrator before he so allowed them.

In this proceeding the administrator was examined in his own behalf and his testimony does not fall within that prohibition of section 347 of the Civil Practice Act as to evidence being given of a transaction with a deceased person as against his executor or administrator, etc. In fact, on this point the statute clearly states that when the representative of a deceased does só testify in his own behalf, then other evidence may be given in regard to the same transaction or communication.

The only ground for prohibiting such testimony in this proceeding is that the administrator is such a person interested in the event ” within section 347 of the Civil Practice Act, as to prevent him from giving the testimony offered. It is well settled that when an executor or administrator has paid a claim and the [782]*782same is objected to on his accounting proceedings, and he is sought to be surcharged with said payment, he cannot testify in his own behalf in regard to transactions with the deceased affecting said claim, for the reason that in such a case he is a “ person interested in the event,” for, if the objections of the contestants in such a case are upheld, then the executor or administrator must personally reimburse the estate for the claim so paid by him. But even in such a case, it is held that the executor or administrator may call as a witness in his behalf the payee of such a claim, on the theory that in such a proceeding the payee is not a person interested in the event.” Matter of Smith, 153 N. Y. 124; Matter of Goss, 98 App. Div. 489; Matter of Mulligan, 82 Misc. Rep. 336; affd., without opinion, 165 App. Div. 912; affd., without opinion, 216 N. Y. 720; Matter of Knibbs, 108 App. Div. 134; Matter of Lese, 176 id. 744, 746. It has also been held that where upon an accounting by an executor or administrator it is sought to surcharge him with property not inventoried as assets of the estate, said representative may call as a witness on his behalf the person claiming the property (Matter of Herrington, 73 Misc. Rep. 182), and may also testify himself as to his personal knowledge respecting ownership of the property, and as to personal communications and transactions which he had with the deceased pertaining thereto. Matter of Swiller, 205 App. Div. 302, 307. It seems difficult to reconcile these last two cases with the previously cited cases in this matter. For example: When an executor or administrator is sought to be surcharged with a claim of $25 against an estate, paid by him, or when it is sought to surcharge him with property valued at $5,000, not inventoried as assets of the estate, the object of the proceeding is the same in either case, namely, to determine whether the payment of the claim presented or the failure to inventory the alleged assets of the estate has unjustly deprived interested parties of their interest in assets of the estate, and whether the executor or administrator has been negligent in the performance of his official duties.

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123 Misc. 779, 206 N.Y.S. 496, 1924 N.Y. Misc. LEXIS 1217, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-application-for-the-sale-of-the-real-property-of-fitzpatrick-nysurct-1924.