In re the Estate of Eaton

102 Misc. 370
CourtNew York Surrogate's Court
DecidedJanuary 15, 1918
StatusPublished
Cited by4 cases

This text of 102 Misc. 370 (In re the Estate of Eaton) 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 Eaton, 102 Misc. 370 (N.Y. Super. Ct. 1918).

Opinion

Senn, S.

This is an application by Willis L. Watkins, as administrator with the will annexed, of the last will and testament of Elizabeth S. Eaton, deceased, for ancillary letters of administration in Madison county, based upon the probate of said will in the state of Michigan, petitioner having been appointed such administrator with the will annexed under the Michigan probate. ,

The legal propositions involved in the administration of this estate have come to the present surrogate as a kind of legacy, at least they have existed during the terms of two former surrogates and had numerous days in court. In addition, the conflicting contentions of the various parties in interest have been in the federal courts enough times so that they appear in at least six reported federal cases. With the various proceedings in Madison county Surrogate’s Court, and appeals therefrom, the certified and exemplified proceedings in the Michigan courts filed here and the various decisions of the federal courts filed in this office,— there is an accumulation of petitions, orders, decrees, decisions, exhibits, letters and other papers too numerous to mention, of such volume and magnitude that, if they do not actually rival those portrayed by Dickens in Jarndyce and Jarndyce, they at least serve to mitigate the author’s evident exaggeration.

[372]*372Still, out of the accumulated mass of files, records and reported decisions, the following condensed history of the case stands out with sufficient clearness to serve the purposes of the decision on this applica- ' tion, viz.:

Elizabeth S. Eaton of Ann Arbor, Mich., died at her home about May 17, 1906, leaving a last, will and testament dated October 31, 1901, and a codicil to this will dated March 31, 1906.

The will was executed in the state of New York at the home of Hervey E. Eaton, her brother-in-law, whom she named as executor, and with whom she left the will. The codicil was executed in Michigan and by Mrs. Eaton forwarded to Mr. Eaton, directing him to attach it to the will, which was done.

When testatrix died she had household furniture, etc., in the state of Michigan worth approximately $575-. Her will, codicil and remaining property consisting mainly of bonds, certificates of stock and securities, amounting to about $50,000, were in the hands of Hervey E. Eaton, the executor named in the will, who on May 29, 1906, offered the will and codicil in the Madison county Surrogate’s Court, especially the codicil, for probate. Probate of the will and codicil, especially the codicil, was contested by Susan C. Higgins, a sister of testatrix and a legatee under the will. Such proceedings were duly had upon the issues raised by the petition, objections and contest that a decision was reached by the surrogate admitting the will and codicil to probate and granting letters testamentary to said Hervey E. Eaton. No appeal was ever taken from this decision and the will and codicil are now in force in this county as the will and codicil of Elizabeth S. Eaton. The will and codicil were recorded November 12, 1906.

While the contested proceedings were still pending ' [373]*373and about July 23, 1906, said Susan C. Higgins filed a petition for the probate of said will in the Probate Court of Washtenaw county, Mich., being the county where testatrix resided at the time of her decease. So far as I can learn from the papers on file here, no effort was made to probate the codicil in the Michigan court, although exemplified copies of the will and codicil probated here were offered and used in that proceeding. At any rate, such proceedings were had in the Probate Court of Washtenaw county that on November 30, 1908, two years after the probate in Madison county, the will was by the Michigan court admitted to probate and the codicil denied probate and letters of administration with the will annexed were thereupon granted to Willis L. Watkins, the petitioner herein, who is still acting thereunder.

Hervey E. Eaton continued to act as executor until about August, 1916, when he died leaving a will which was duly probated and Olivia C. Eaton, his widow, nominated as such in the will was duly appointed executrix. She filed an account of her husband’s proceedings as executor, which has been duly approved and settled by the surrogate, the estate of Hervey E. Eaton duly released, and letters of administration with the will annexed of the will and codicil have been granted to Madison County Trust and Deposit Company and to Emma S. Storms who has duly qualified and is now acting as such.

Thus there are at present two administrations, one of the will and codicil in this county and one of the will only in the state of Michigan. In effect, the situation is the same as though two wills of the same testatrix, made at different dates, had been probated, one in Michigan and one here. The most important difference between the combined will and codicil as [374]*374probated here and the will as probated in Michigan grows out of the provisions for the support, care and maintenance of George Albert Storms, the mute brother of the testatrix. In this regard the .will is as follows:

“Sixth. I give and bequeath to my sister, Susan C. Storms, during the term of her natural life, from the income of my estate, one hundred dollars per month, provided and on condition that she cares for and makes a home for my mute brother George Albert Storms during his lifetime.

“ Seventh. Should my sister Susan C. Storms die before my brother George Albert Storms, then and in that case I hereby direct my said executor to pay to my sister Leah Catherine Kersey, from the income of my estate the sum of fifty dollars per month for caring for and making a home for my said brother, George Albert Storms, during his lifetime, and in case said George Albert Storms should. survive both Susan C. Storms and Leah Catherine Kersey, then my said executor is hereby authorized and directed to make other suitable and sufficient arrangements for such care and home and to pay for the same.”

Between the making of the will and codicil conditions had changed, among other things that Susan C. Storms had become Susan C. Higgins by marriage. The codicil contained the following:

Whereas my brother George Albert -Storms is unable to care for himself through physical defects and infirmities, it is my wish that my sister Genevieve S. Jacobs and her husband Nathaniel P. Jacobs do so care for him and make his home with them during the term of his natural life and that they shall receive the sum of seventy-five dollars ($75) per month compensation during that time. In the event of his death before that of Genevieve S. Jacobs or Susan S. Hig[375]*375gins I direct that they shall share alike with the other heirs in the general and final distribution of my estate.”

It can readily be seen that the change made in the codicil not only affected the rights of Mrs. Storms-Higgins and Mrs. Jacobs and her husband but, as a necessary consequence, the rights of all the residuary legatees. It also had an important bearing on the status and rights of the mute brother, although his maintenance is evidently provided for under almost any contingency. Thus it will be seen that much depends on the determination as to which of the two conflicting administrations is to be considered and held to be the principal or prevailing administration and which is ancillary or secondary, because the will considered by itself is in conflict with the will and codicil.

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Related

Watkins v. Madison County Trust & Deposit Co.
40 F.2d 91 (N.D. New York, 1930)
In re the Estate of Eaton
204 A.D. 609 (Appellate Division of the Supreme Court of New York, 1923)
In re the Estate of Eaton
108 Misc. 590 (New York Surrogate's Court, 1919)

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Bluebook (online)
102 Misc. 370, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-eaton-nysurct-1918.