In re the Final Judicial Settlement of the Accounts of Stevenson

93 N.Y. Sup. Ct. 325, 67 N.Y. St. Rep. 207
CourtNew York Supreme Court
DecidedApril 15, 1895
StatusPublished

This text of 93 N.Y. Sup. Ct. 325 (In re the Final Judicial Settlement of the Accounts of Stevenson) is published on Counsel Stack Legal Research, covering New York Supreme 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 Final Judicial Settlement of the Accounts of Stevenson, 93 N.Y. Sup. Ct. 325, 67 N.Y. St. Rep. 207 (N.Y. Super. Ct. 1895).

Opinion

Mbrwin, J.:

Betsey Everts died on the 16th of September, 1891, leaving a will bearing date November 4,1889, in which, after providing for the payment of debts and expenses and devising to her son Henry and his wife a farm for life with remainder over to their daughter, and giving to her daughter, A. Elavilla Everts, the sum of $1,600, which is stated to have been already advanced to her, she then gave to her daughters, Mary E. Blair and Olarisse M. Harrison, each the sum of $1,600. The residuary legatees were the four children above named of the testatrix. The personal estate, according to the account of the executors, amounted to about the sum of $3,500, and, after the payment of debts and expenses, there was, according to the decree appealed from, the sum $3,022.16, applicable toward the payment of the legacies to Mrs. Blair and Mrs. Harrison, and one-half thereof was distributed to each.

Hpon the accounting Mrs. Harrison claimed that, in addition to the amount charged in the account, the executors should be charged with a note of $1,000, made by Mi’s- Jackson, and a United States bond for $500. She also objected to the allowance to the executors of an item in the account of $100 paid to A. E. Everts for care of her mother, and to the allowance of an individual claim of the executrix, Mrs. Blair, of $124 for care and attendance upon her mother for 124 days, from May 15 to September 16, 1891. The surrogate declined to charge the executors with either of the additional items of assets and allowed each of the claims for care. The correctness of the decision of the surrogate as to each of these four items is challenged upon the appeal.

[327]*327It was shown, that, at some time before her death, the testatrix owned a $1,000 note, made by Mrs. Jackson, and a $500 bond. It is not shown that either of these ever came into the possession of the executors, or that they were in the possession of the testatrix at the time of her death. There is evidence tending to show that the testatrix, a short time before her death, made a gift of the note to Mrs. Jackson, who is the daughter of Mrs. Blair, and that the bond was given by the testatrix to her daughter Flavilla. Upon an accounting, the affirmative of establishing more assets than are acknowledged by the inventory and account is with the party objecting, and it should be established with reasonable certainty and not left to mere conjecture or suspicion. (Marre v. Ginochio, 2 Bradf. 165; Bainbridge v. McCullough, 3 T. & C. 487; Redf. Surr. Pr. [5th ed.] 797.) No inventory had, in the present case, been filed previous to the accounting, but the appellant, about a year after the death, had a list of the property as claimed by the executors, and knew that the note and bond in question were not in it, but were claimed by the donees above referred to. No steps were taken to compel an inventory to be made. We are not prepared to say that the surrogate erred in holding, in substance, that a case was not made for charging the executors personally with the amount of the note and bond. No request was made for a direction to the executors to take legal proceedings to recover those items. Such a direction might have been given, according to the view taken of the power of the surrogate in Matter of Underhill (117 N. Y. 471).

The burden was on the contestant of impeaching the payment of the claim of A. Flavilla Everts. (Boughton v. Flint, 74 N. Y. 477; Metzger v. Metzger, 1 Bradf. 265 ; Matter of Accounting of Frazer, 92 N. Y. 239.) It was shown that the deceased lived with her daughter Flavilla, but we have no right, according to the case of Ulrich v. Ulrich (136 N. Y. 120), to presume as matter of law that there was no agreement that Flavilla should be paid for her services. The burden of proof being on the appellant, we find no good reason for disturbing the conclusion of the surrogate that the claim had not been shown to be invalid.

The individual claim of the executrix stands on a different basis. She is bound to establish her claim by legal evidence. (Code, § 2731; Kyle v. Kyle, 67 N. Y. 408.) The testatrix lived with her daughter [328]*328'Flavilla and Mrs. Blair lived near them. The testatrix was an old lady, and on the 15th of May, 1891, she fell and broke her hip and died on the 16th of September, 1891. Mrs. Blair claims that she sat up with her mother every night from the time of her injury to her death, being 124 days. She testified that her mother was confined to her bed and unable to help herself, and required the services of a nurse night and day; that her sister Flavilla “ generally took care of her during the day, and I generally took care of her during the nights; I set up with her one hundred twenty-four nights; it was worth one dollar per night. I was obliged to leave my own home to take care of her nights.” There was evidence that the wife of the son ITenry helped to take care of the mother, was there, when she could be, and some of the time stayed nights ; also, that Mrs. Harrison visited her mother during the summer as often as she could; was there several times, and sat up nights; also, that the granddaughter, Mrs. Jackson, was at her mother’s eleven weeks during that summer, and came over frequently to Flavilla’s and helped. There is also evidence that at the time the mother came to live with her daughter Flavilla, Mrs. Blair repeatedly stated that she wanted her mother to live near her so that if she was sick she could help take care of her and repay her for what the mother had done for her; that after her mother’s death Mrs. «Blair stated that her mother said she wanted her property equally divided between her children. These statements Mrs. Blair does not seem to deny. It was also shown that the mother told her son Henry repeatedly that she wanted her property equally divided between her children. The gift to Mrs. Jackson of the $1,000 note was claimed to have been made during the sickness of the testatrix.

There is no evidence of any agreement between Mrs. Blair and her mother that Mrs. Blair should be paid for her services, or that there was any mutual understanding to that effect. The mere fact that one person labors for another is ordinarily sufficient to sustain the finding of an implied contract to pay therefor. But this rule does not apply when the services are rendered between members of the same family. In Williams v. Hutchinson (3 N. Y. 312, 318), it is said : “We find other motives than the desire of gain which may prompt the exchange of mutual benefits between them, and hence, no right of action will accrue to either party, although the services [329]*329or benefits received may be very valuable. And this does not so mucli depend upon an implied contract tliat the services are to be gratuitous, as upon the absence of any contract or promise that a reward should be paid.”

The general rule is not disputed by the counsel for the respondents, but the claim is that it is not applicable here because Mrs. Blair went from her own home to attend upon her mother, and, therefore, should not be deemed to be a member of the same family within tlie rule. Reference is made to the case of Moore v. Moore (21 How. Pr. 211), where a son who did not live with the testator made a claim for professional services as a physician, and at page 223 it is said : “ He places his right to recover on showing that he rendered meritorious and valuable services which were accepted by the testator.

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Related

Kyle v. . Kyle
67 N.Y. 400 (New York Court of Appeals, 1876)
Ulrich v. . Ulrich
32 N.E. 606 (New York Court of Appeals, 1892)
In Re the Accounting of Underhill
22 N.E. 1120 (New York Court of Appeals, 1889)
Williams v. . Hutchinson
3 N.Y. 312 (New York Court of Appeals, 1850)
In Re the Final Accounting of Frazer
92 N.Y. 239 (New York Court of Appeals, 1883)
Williams v. Finch
2 Barb. 208 (New York Supreme Court, 1848)
Moore v. Moore
21 How. Pr. 211 (New York Court of Appeals, 1860)
Metzger v. Metzger
1 Bradf. 265 (New York Surrogate's Court, 1850)
Marre v. Ginochio
2 Bradf. 165 (New York Surrogate's Court, 1852)

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Bluebook (online)
93 N.Y. Sup. Ct. 325, 67 N.Y. St. Rep. 207, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-final-judicial-settlement-of-the-accounts-of-stevenson-nysupct-1895.