In re the Estate of Hall

1 Gibb. Surr. 563, 16 Misc. 174, 38 N.Y.S. 1135
CourtNew York Surrogate's Court
DecidedFebruary 15, 1896
StatusPublished
Cited by3 cases

This text of 1 Gibb. Surr. 563 (In re the Estate of Hall) 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 Hall, 1 Gibb. Surr. 563, 16 Misc. 174, 38 N.Y.S. 1135 (N.Y. Super. Ct. 1896).

Opinion

Davie, S.

Sophia Hall died intestate August 15, 1895', leaving her surviving her husband, but no other relatives or next of kin; the husband died intestate soon after, leaving him surviving one son, the administrator, and two daughters, one of whom is the contestant.

Shortly prior to her death the decedent was the owner of certain funds on deposit in two banks, such deposits being evidenced by the usual certificates, and amounting, in all, to the sum of $1,350: The administrator does not charge himself with, nor account for, these certificates, and the objections filed relate solely to- such omission.

It is claimed, on the part of the administrator, that the decedent gave these certificates' away shortly prior to her death, while it is urged, on behalf of the contestant, that at the time of the alleged gift the decedent did not possess the requisite mental capacity to make a gift; that the funds represented by such certificates belong to the estate, and that it was the duty of the administrator to resort to proper methods for recovering the same, and having failed so to do, he is personally liable as for a devastavit.

This being the nature of the controversy, it is entirely apparent at the outset that the administrator cannot be charged personally with these funds unless he has failed to- exercise the diligence required by law of administrators in the- management of estates, and that in consequence of such neglect the estate has sustained loss.

This leads to the inquiry, first, as to the degree of care and diligence required of representatives in their efforts to collect demands due or to recover the possession of property belonging to the estate.

[565]*565It has been, asserted as a general proposition that in the management of the business of'the estate executors and administrators are bound to act in good faith and to exercise such skill, prudence and diligence as men ordinarily bestow upon their own affairs of like nature. Am. & Eng. Ency., vol. 8, p. 347; McCabe v. Fowler et al., 84 N. Y. 314; King v. Talbot, 40 id. 76.

They may be guilty of devastavit not only in consequence of direct acts of abuse or maladministration, but by culpable negligence in the management of their estates. Schultz v. Pulver, 11 Wend. 363; Harrington v. Keteltas, 92 N. Y. 40.

It is quite apparent that the funds, in question could not have been recovered except by an action, but that fact itself does not relieve the administrator. If, however, an examination of all the facts, discloses reasonable-grounds, for considering that such legal steps would have been entirely ineffectual, then such failure on the part of the administrator, acting in good faith, does not render him liable. Clack v. Holland, 19 Beav. 262-71; O’Conner v. Gifford, 117 N. Y. 275.

If the decedent parted with the title to thesei funds at, all it was by way of gift causa mortis, and it is claimed by the, contestant that at the time of the transaction decedent had become so enfeebled mentally in consequence of her physical infirmities as to be incapable of transacting business, and that the transaction itself lacked some, of the essential features of a gift of that character.

In order to make a valid gift causa mortis, there must, of course, be a donor possessing requisite mental capacity, and in apprehension, of impending dissolution; property, the title to which isi susceptible of being transferred by gift; the words of gift indicating an intention to pass title, coupled with a delivery and an acceptance on the part of the donee.

, The policy of the law does, not favor gifts of this character (Am. & Eng. Ency., vol. 8, p. 1348n); such gifts are not favored by the courts and their range should not be extended (Bliss v. Fosdick, 86 Hun, 162); they are .necessarily open to [566]*566the objection of uncertainty, and great strictness, and clear proof are, therefore, necessary to establish them, and they can only be upheld Where the intention of the donor is clear and definite and such intent is fully carried out by execution (Harris v. Clark, 3 N. Y. 93-121; Grey v. Grey, 47 id. 552; Grymes v. Hone, 49 id. 17), but the rule is not carried to the extent of holding that the presumption of law is against such gifts. Lewis v. Merritt, 113 N. Y. 390.

It will be well to have these general propositions in mind in examining the evidence in this case.

Hid decedent possess the requisite mental capacity at the time of making this gift ?

It was conceded on the submission of this case that if decedent possessed testamentary capacity she was competent to make a gift causa, mortis; the grade of mental ability required to make a testamentary disposition of property is. quite clearly defined. One capable of comprehending the condition of his property and his relations -to those who are the natural objects of his bounty and able to collect and retain in mind without prompting the elements of his business possesses- testamentary capacity. Van Guysling v. Van Kuren, 35 N. Y. 70.

Decedent was a woman of somewhat advanced age. During the last six months of her life she was afflicted with cancer of the liver. The transaction in question occurred on Sunday afternoon and on Monday evening, and decedent died the following Wednesday morning. Several witnesses, who were with her more or less during her last days, were examined quite fully as to her condition; these witnesses detail various conversations with her showing undoubted intelligence; on Sunday Mrs: Tfippe, the wife of decedent’s pastor, called to- see her; decedent said she was glad to see her and spoke of feeling better than she did the day before; she asked if Mrs. Trippe’s husband was at home and when he would be; she spoke of a box and a letter she had received from her stepdaughter and wished the box brought and' the letter read to her; she examined the contents [567]*567of the box and told Mrs. T'rippe of her desire to present her with a resurrection plant; she talked of her stepdaughter, Mary Cowles, and of her kindness to decedent;' she told Mrs. Trippe of a small gold piece that she desired to give to Mrs. Trippe’s child, and conversed on the subject of her property as more particularly hereafter referred to.

The witness, Louisa Ainsworth, watched with decedent on Sunday night; she says she conversed with her and that she asked for what she wanted; she asked for a pocket handkerchief and on one being brought said, “No; not that one; a pink-bordered one.” As she was being moved in bed near morning her purse dropped down by the bed and she spoke of it, and' asked the witness to pick it up and count the money and put the purse under her pillow; she inquired how much there was in the purse, and being told $2.50, said that was right.

The witness,- Nannie Ainsworth, was with the decedent during the period in question and spoke of conversations with her, all indicative of reason and understanding. The attending physician visited her on the day before her death and conversed with her, and he testified, “ She answered my questions in a perfectly sane manner, as a sane person would; I didn’t think she was ether than perfectly sane.”

I have referred to but a small portion of the evidence bearing upon this question, but a careful consideration of all the testimony irresistibly leads to the conclusion that the decedent, at the time in question, possessed testamentary capacity.

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Related

In re the Estate of Adler
107 Misc. 574 (New York Surrogate's Court, 1919)
In re Guldenkirch
35 Misc. 123 (New York Surrogate's Court, 1901)
In re Hall's Estate
46 N.Y.S. 1093 (Appellate Division of the Supreme Court of New York, 1897)

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1 Gibb. Surr. 563, 16 Misc. 174, 38 N.Y.S. 1135, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-hall-nysurct-1896.