In re the Estate of Ziemba

165 Misc. 853, 1 N.Y.S.2d 988, 1938 N.Y. Misc. LEXIS 1247
CourtNew York Surrogate's Court
DecidedJanuary 21, 1938
StatusPublished
Cited by5 cases

This text of 165 Misc. 853 (In re the Estate of Ziemba) 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 Ziemba, 165 Misc. 853, 1 N.Y.S.2d 988, 1938 N.Y. Misc. LEXIS 1247 (N.Y. Super. Ct. 1938).

Opinion

Wingate, S.

The basic issue in this proceeding concerns the status of the petitioner as a person authorized to maintain a proceeding for a compulsory accounting against an executrix. The facts present an apparently novel situation, and, so far as the court deems them material, they are wholly undisputed.

The present decedent died on August 29, 1931, survived by a widow and eight children, four girls and four boys, of whom the latter were all infants, the eldest of the boys, Peter, having been bom on June 29, 1914. His will, which was admitted to probate on November 13, 1931, purported to bequeath $500 to each of the four infant sons and to leave the balance of the estate to the eight children in equal shares. Nellie Vogel, one of the daughters, was named executrix, and duly qualified as such.

[854]*854On September 7,1934, all of the beneficiaries, including the infants, for whom no general guardians had been appointed, conveyed their interests under the will to Nellie Vogel individually. The reason for the conveyance was that she had personally cared for the decedent and at least some of the infants, and undertook to pay all expenses of the estate, which possessed problematical value. The present concern is with the conveyance of Peter, who at that time had attained the age of twenty years two months and nine days. This conveyance was duly recorded on November 28, 1934, in liber 5411 of Conveyances, page 366. At the time of such conveyance Peter had no creditors and no actions were pending against him.

At some undisclosed date Peter adopted the occupation of a chauffeur and at some time in or about the year 1937 became involved in an accident, as a result of which a judgment was, on February 15, 1937, recovered against him in the City Court for the sum of $534.82. Proceedings supplementary to this judgment were instituted against him, and the present petitioner was appointed receiver therein on April 23, 1937.

It will be observed that Peter became of age on June 29, 1935. Subsequent to obtaining his majority he took no action either of affirmance or disaffirmance in respect to the conveyance effected in September, 1934, of bis rights under the will.

The receiver seeks to compel an accounting of the assets of the estate, his assertion of the requisite status in this regard being predicated on three premises, namely, first, that the conveyance of his rights having been made by Peter during his infancy it is subject to disaffirmance by him after attaining his majority; second, that Peter’s non-action in this regard during the period subsequent to his majority does not preclude disaffirmance at this time; and, third, that the petitioner, upon his appointment as such receiver, succeeded to Peter’s right to disaffirm the conveyance. On the basis of these premises he seeks to urge the conclusion that Peter’s interest under the will has vested in him, as such receiver, and that, in consequence, he may maintain the present proceeding.

It will be obvious that, even though all three of the fundamental bases of this syllogism were to be accepted, one link in the chain of argument is missing in the failure of demonstration that the petitioner has exercised the right of disaffirmance which, according to his assertion, has passed to him. This defect would, of course, be fatal to his present proceeding, since, even were his right to disaffirm to be granted, his authority in this regard could not be deemed to transcend that of the former infant himself, who, in order to avoid the transaction, would be obliged to perform some overt act of disaffirmance (Bool v. Mix, 17 Wend. 119, 135, 136. [855]*855Voorhies v. Voorhies, 24 Barb. 150, 153; Chapin v. Shafer, 49 N. Y. 407, 413; Gould v. Cayuga County National Bank, 86 id. 75, 82; Casey v. Kastel, 237 id. 305, 311; Joseph v. Schatzkin, 259 id. 241, 243; O’Donohue v. Smith, 130 App. Div. 214, 217; Nathan v. Karp, Inc., 214 id. 490, 491, 492; Dominick v. Michael, 4 Sandf. 374, 421; Tomczek v. Wieser, 58 Misc. 46, 47), which, it has been said, must be done “ in as solemn and notorious a manner as the act sought to be disaffirmed was performed.” (Eagle Fire Co. v. Lent, 1 Edw. Ch. 301, 303.)

There is no allegation or demonstration in the present record that the petitioner, purporting to act on behalf of the former infant, has ever addressed any communication whatsoever to the transferee or done any act which could in any sense be deemed a disaffirmance, if it be granted that he possessed such right. It follows that on the record as it stands the conveyance is just as valid as it ever was, and even though, on the petitioner’s theory, he might possess the authority to acquire some right in the estate, he has not performed the necessary steps to perfect it.

A disposal of the application on this ground would, however, be unsatisfactory as merely dilatory, wherefore the court will consider on the merits the other premises of the syllogism upon which the petitioner’s right to relief depends.

The first two unquestionably possess legal validity. It is primary that a former infant, after he attains his majority, may himself disaffirm a conveyance or contract made during infancy (Casey v. Kastel, 237 N. Y. 305, 311; Matter of Goodchild, 160 Misc. 738, 752), and that his failure so to do for a period such as here elapsed will not prevent such subsequent action provided no other pertinent inhibiting events have transpired. (O’Rourke v. Hall, 38 App. Div. 534, 538.)

This advances the discussion to the real controversial legal issue of whether this right of disaffirmance which the infant possessed was a property right which passed to, and was capable of exercise by, the receiver.

His main legal reliance is found in certain language in Zouch v. Parsons (3 Burr. 1794, 1804), decided by Lord Mansfield at the Michaelmas sittings of the Court of King’s Bench in the sixth year of the reign of his majesty George III, which, being translated, signifies Anno Domini 1765. The learned jurist there observes: “ We think the law is, as laid down by Perkins: That ‘ All such gifts, grants or deeds made by infants, which do not take effect by delivery of his hand, are void; but all gifts, grants or deeds made by infants, by matter in deed or in writing, which do take effect by delivery of his hand, are voidable, by himself, by his heirs, and by those who have his estate.’ ”

[856]*856On the facts of the case in which the statement was made the last ten words are pure dictum, since the litigation concerned only the rights of disaffirmance of an infant himself who had individually attempted to avoid his said lease and release ” (p. 1795).

The next cited authority is Conroe v. Birdsall (1 Johns. Cas. 127), decided by the old Supreme Court of this State in 1799. Whereas the opinion cites the Zouch case, it is only on the point that the contract of an infant is voidable by him, individually, and this was the only question litigated.

The third citation, which is Fonda v. Van Horne (15 Wend. 631), decided as recently as 102 years ago, quotes (p. 635) the statement from the Zouch case and notes its subsequent question in England.

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Bluebook (online)
165 Misc. 853, 1 N.Y.S.2d 988, 1938 N.Y. Misc. LEXIS 1247, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-ziemba-nysurct-1938.