In re the Estate of Buehler

186 Misc. 306, 59 N.Y.S.2d 766, 1945 N.Y. Misc. LEXIS 2644
CourtNew York Surrogate's Court
DecidedDecember 14, 1945
StatusPublished
Cited by21 cases

This text of 186 Misc. 306 (In re the Estate of Buehler) 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 Buehler, 186 Misc. 306, 59 N.Y.S.2d 766, 1945 N.Y. Misc. LEXIS 2644 (N.Y. Super. Ct. 1945).

Opinion

Delbhanty, S.

Defendants in an action transferred here by the Supreme Court move for judgment on the pleadings. Prior to the making of the order of transfer by the Supreme Court defendants sought and procured from this court an order consenting to such transfer. At the time such consent was given there was pending in this court an accounting by the administrators of deceased. The order of this court which gave assent to the transfer directed that when and if the action were transferred here by the Supreme Court it should be consolidated with such accounting proceeding.

Before discussion can be had respecting the merits of the motion, it is necessary to dispose of a controversy between the parties as to the nature of the action transferred and as to the pertinence of the orders of consent and of transfer, of the fiction to solution of this primary dispute. Plaintiffs say that their complaint states a cause of action in equity. Defendants maintain that it has been made the law of the case that the action. is one on the law side and that it is brought to recover damages for breach of the contract alleged in the complaint. They argue that the only statutory authority for a transfer to this court of an action pending in the Supreme Court is found in subdivision 9 of section 40 of the Surrogate’s Court Act, which limits such powers of transfer to an action at law ” (Matter of Pedrette, 153 Misc. 106). The point is urged strongly by defendants who support their motion for judgment on the pleadings by reference to a line of decisions made in actions at law.

Had the parties formulated this controversy as to the nature of the action when the motion was first made to procure the consent of this court to the transfer or when the motion was made in the Supreme Court for the order effecting the transfer a ruling on the nature of the action might have become necessary but both parties were in agreement that the action should [309]*309be transferred to this court and consolidated with the accounting proceeding then and now pending here. Not only did defendants procure the consent of this court but they also procured the order of transfer. The first order w7as made on the express assent of plaintiffs; the second on their default. Point is made of the fact that in the respective orders are found recitals describing the action as one at law. The point was not litigated, however, and neither court was called on to make an express determination respecting the nature of the action. It seems clear in such circumstances that substantive rights cannot be destroyed or lessened by recitals of unlitigated matters in preliminary orders.

The jurisdiction of this court to hear and determine the issues between the parties could not be challenged successfully. The judicial settlement of the account of the administrators is before the court. In that proceeding a decree is sought directing distribution of all of the net assets of the estate to the administrators individually in their character as distributees of deceased. The claim of plaintiffs must be determined before the net estate can be ascertained. In the accounting proceeding the court has jurisdiction of the res and of all the parties. Under section 40 of the Surrogate’s Court Act, this court has the right “ to try and determine all questions, legal or equitable, arising between any or all of the parties to any proceeding, or between any party and any other person having any claim or interest therein who voluntarily appears in such proceeding * * * as to any and all matters necessary to be determined in order to make a full, equitable and complete disposition of the, matter by such order or decree as justice requires.” (See Matter of Raymond v. Davis, 248 N. Y. 67.)

It is now the declared policy of the Supreme Court not to ■retain jurisdiction of a controversy when the Surrogate’s Court has concurrent jurisdiction, unless special facts and circumstances require retention of the issue (Noll v. Ruprecht, 256 App. Div. 926, affd. 282 N. Y. 598; Doscher v. Murphy, 261 App. Div. 263). The transfer of the action to this court by the Supreme Court was consonant with the policy stated in the cited cases. Moreover, the parties are of full age and competent to bind themselves by stipulation or acquiescence (Matter of Malloy, 278 N. Y. 429). The power of the Supreme Court to transfer the action to this court cannot now be questioned. If an express authority for such transfer is not found in the inherent, general and plenary powers of the Supreme Court, it would [310]*310in any case be validated by the express consent and acquiescence of the parties (Matter of Malloy, supra). The parties are not attempting to confer upon this court a jurisdiction which it lacks. They assented to the consolidation in this court of all issues relating to the res over which this court has undoubted jurisdiction. Accordingly the qourt holds that under the circumstances here .present the orders transferring the action did not determine judicially that thé action is one at law and so proceeds to consider the merits of the motion unembarrassed by any prior determination as to the nature of the action pleaded.

Plaintiffs allege that in November, 1917, their father, Julius Buehler, entered into an oral agreement with their stepmother, whose estate is here under administration, providing that he would name her as his sole legatee in consideration of her contemporaneous promise that she would bequeath all of .her property to plaintiffs. The plaintiffs further allege that after the making of this agreement and in pursuance of it their father executed on November 9, 1917, a will leaving his entire estate to his wife. Plaintiffs further allege that this will was left unaltered by their father until his death on April 29, 1918. They say their stepmother presented the will for probate and procured its admission, that she qualified as executrix under the will and that she took title, first as executrix and then beneficially, to all the assets of plaintiffs’ father. The complaint further alleges that deceased failed to perform the contract on her part and seeks judgment directing that the net estate of deceased be paid over to plaintiffs.

In their amended answer defendants deny the contract pleaded by plaintiffs and assert three affirmative defenses thereto. These affirmative defenses respectively say that the cause of action must fail because the contract alleged is not in writing as required by section 259 of the Real Property Law (agreement for the sale of real property or an interest therein), nor as required by section 259-a of the Real Property Law (contract to devise real property or an interest therein) nor as required by subdivision 7 of section 31 of the Personal Property Law (contract to bequeath property or to make a testamentary provision). The motion is pressed on the basis of these affirmative defenses. Before giving consideration to them some note should be made of the subject matter involved.

The account now before this court for settlement reports deceased as having left personal property valued in excess of $1,000,000 and real property appraised for $12,000. The realty was held by Julius Buehler and deceased as tenants by the [311]*311entirety and passed to deceased by operation of law when Julius Buehler died. The property which passed under the will of Julius Buehler was not comparable in worth to the estate left by deceased, though it is said that the disparity was not so great at the time of the alleged contract as it now appears to be.

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Bluebook (online)
186 Misc. 306, 59 N.Y.S.2d 766, 1945 N.Y. Misc. LEXIS 2644, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-buehler-nysurct-1945.