In re the Estate of Brown

9 Mills Surr. 434, 77 Misc. 507, 137 N.Y.S. 978
CourtNew York Surrogate's Court
DecidedAugust 15, 1912
StatusPublished
Cited by4 cases

This text of 9 Mills Surr. 434 (In re the Estate of Brown) 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 Estate of Brown, 9 Mills Surr. 434, 77 Misc. 507, 137 N.Y.S. 978 (N.Y. Super. Ct. 1912).

Opinion

Davie, S.

The only controversy upon this accounting relates to the personal claim of the executrix, Mary E. Brown. The administration of this estate, consisting of property of the value of nearly $200,000, has received such careful attention that no objections are filed by any of the interested parties to any item of the account presented for judicial settlement. The executrix, Mary E. Brown, is the widow of the testator and presents a personal claim against the estate, portions of which are strenuously contested. Her demand consists in part of various sums alleged to have been collected by the testator upon bonds and mortgages owned by the claimant and for which he had never accounted to her.

The first question for determination relates to certain evidence objected to upon the trial, and taken conditionally, with the right reserved to strike the same from the record if upon investigation it should be ascertained that such evidence was inadmissible. The proof shows that various payments were made upon these bonds and mortgages, usually at the residence of the testator in his presence and that of the claimant; all of these payments are indorsed upon the bonds in the handwriting of the claimant, but the evidence fails to disclose the other circumstances attending the various transactions and it [436]*436is left very much to inference as to which one of the parties actually received the moneys paid. After the mortgagors had been called and testified to the fact of making the several payments the claimant was called as a witness on her own behalf; her attention was called to what the other witnesses had testified to and to the various indorsements upon the bonds and she was then asked the following question: “ Did you have any of these payments? ” This question was objected to upon the ground that the witness was incompetent under the provisions of section 829 of the Code, such objection being sufficiently specific to fully raise the question of incompetency. The evidence was thereupon conditionally taken as above stated and the witness answered “ No, sir.” This same question substantially was repeated several times during the trial, with the same objection and same answer and under the same conditions.

Careful consideration shows that these various questions and answers were improper and that the witness was incompetent to testify to the fact involved therein, and the several answers to the questions so objected to should be stricken from the record and not considered in the disposition of this controversy. The fact being established that either the claimant or decedent had received these moneys, asking her the question “ Did you have any of these payments ? ” was equivalent in purpose and effect to asking her “Did your husband have these moneys? ” It directly relates to a personal transaction between herself and the testator and is prohibited by the provisions of section 829 of the Code. Moses v. Hatch, 38 App. Div. 140; Mulqueen v. Duffy, 6 Hun, 299; Walsh v. McArdle, 78 id. 411; Brayman v. Stephens, 79 id. 28; Myers v. Hunt, 38 N. Y. St. Rep. 739; Haughey v. Wright, 12 Hun, 179; Hill v. Heermans, 17 id. 470.

In the case last cited the action was brought to recover certain bonds deposited by plaintiff (with indorsement in [437]*437blank thereon) with the deceased assignor of the defendant; when such bonds were produced on the trial the name of defendant’s assignor was written in the blank; the plaintiff was permitted to testify under objection that he never transferred the bonds and never saw them after deposit; this evidence, upon appeal, was held inadmissible.

In Clift v. Moses, 112 N. Y. 426, 435, Judge Andrews says: “ It has been held with general uniformity that the section prohibits not only direct testimony of the survivor that a personal transaction did or did not take place, and what did or did not occur between the parties but also every attempt by indirection to prove the same thing, as by negativing the doing of a particular thing by any other person than the deceased, or by disconnecting a particular fact from its surroundings and permitting the survivor to testify to what on its face may seem an independent fact, when in truth it had its origin in or directly resulted from a personal transaction.”

This case is cited with approval in Richardson v. Emmett, 170 N. Y. 412; Griswold v. Hart, 205 id. 296.

Accordingly, all the testimony of the claimant of the character indicated will be stricken out with an exception in each instance to the claimant, and a memorandum of such evidence so eliminated will be attached to the stenographer’s minutes of the evidence now on file.

A portion of the widow’s claim is satisfactorily established. No serious controversy exists relative to that part of the claim which is based upon the promissory notes of the decedent, one dated February 15, 1908, for $850, and one dated May 13, 1908, for $300. The entire amount of the first mentioned note, principal and interest, and the sum of $203.69, principal and accrued interest on the other remain unpaid, and the claimant is entitled to recover the same from the estate.

The evidence shows that during the widow’s quarantine, or [438]*438the forty days immediately following her husband’s death, she supported and maintained herself and in that connection expended the sum of $119.89 for her reasonable sustenance.

She is entitled to be reimbursed for such expenditure from the funds of the estate. Real Prop. Law (Consol. Laws, chap. 50), § 204.

The claimant is the owner of twenty-five acres of land in the town of Hinsdale, adjoining or near a farm of the decedent, and operated by his tenant for dairying purposes. During the sixteen years immediately preceding decedent’s death these twenty-five acres were used in connection with the farm for pasture, the use thereof being fairly worth the sum of forty dollars a season. It does not appear that any agreement was ever made between the parties regulating the time of payment of such rent. It accordingly became due, year after year, and at the end of the pasturing season. More than six years had elapsed prior to decedent’s death after the claimant’s right of action had accrued to recover for all rent prior to the year 1904; that portion of her claim is, therefore, barred by the statute; she is entitled to recover for the use of said premises at the rate of forty dollars per season from 1904 to 1910 inclusive, but for no longer term.

It was not only the right but the positive duty of the other executor to interpose the defense of the statute. Bloodgood v. Brown, 8 N. Y. 826; Butler v. Johnson, 111 id. 204.

The more strenuous controversy relates to the efforts of the claimant to recover from the estate the moneys alleged to have been collected by the decedent upon claimant’s bonds and mortgages and not paid over to her.

As there were many payments made by the mortgagors and indorsed upon the bonds and which are the subject of controversy between claimant and the estate, it will be impossible to refer to each in detail in this memorandum. Only such partic[439]*439ular transactions will be considered, as, in consequence of their similarity to other transactions, will form a guide for the disposition of all matters in controversy in this connection,

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Related

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Bluebook (online)
9 Mills Surr. 434, 77 Misc. 507, 137 N.Y.S. 978, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-brown-nysurct-1912.