In re the Judicial Settlement of the Accounts of Munson

25 Misc. 586, 56 N.Y.S. 151
CourtNew York Surrogate's Court
DecidedDecember 15, 1898
StatusPublished

This text of 25 Misc. 586 (In re the Judicial Settlement of the Accounts of Munson) 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 Judicial Settlement of the Accounts of Munson, 25 Misc. 586, 56 N.Y.S. 151 (N.Y. Super. Ct. 1898).

Opinion

Lynn J. Arnold, S.

John H. Munson died in the village of Oneonta, N. Y., in January, 1891, leaving a last will and testament, in which he appointed his son Ainer Munson and his daughter Josephine McMinn, executors thereof.

[588]*588In these proceedings for the judicial settlement of the accounts of the executors, various questions are presented:

First, Ainer Munson presents an individual claim against the estate for the sum of about $2,200.

Second, Josephine McMinn Bowen presents a claim for about $1,500.

Third, It is sought to surcharge the account of the executor Ainer Munson with the value of certain personal property; and

Fourth, It is sought to charge the share of M. D. Munson with a note held by the estate.

The evidence offered does not throw a very strong light upon any of the questions here for decision, and upon some of them the light is so dim as to leave the court almost in darkness.

It should, perhaps, first be determined of what the estate of John H. Munson consisted at the time of his death.

It is admitted by all parties that he was the owner' of a farm of about 200 acres, situate in the town of Franklin, Delaware county, N. Y., and that he was the owner of an undivided two-thirds interest in a house and lot in the village of Oneonta. -These properties have been sold in an action in partition and it appears that the proceeds of the sale amounted to about $4,z7'79.06. That this sum is in the hands of the county treasurer, awaiting distribution pursuant to the decree entered upon this accounting.

It is also urged by the interested parties, excepting Ainer Munson and Josephine McMinn Bowen, that John H. Munson was, at the time of his death, the owner of certain personal property upon the farm in the town of Franklin. It appears from the evidence that in 1882 John H. Munson and his wife removed from this farm to the village of Oneonta, and that he continued to reside in the village of Oneonta from that time until the time of his death, in 1891.

That at the time he removed to Oneonta there was upon the farm, •cows, horses, sheep, swine, farming implements and utensils, necessary and common to the conduct of a farm of that size, according to the methods of farming in that community; and that this property belonged to John H. Munson; that he left his son Ainer Munson in possession of the farm and personal property; and I have found that from that time down to the time of the death of John H. Munson, the said Ainer Munson continued in possession, ■working the said farm upon shares.

It appears that in the fall of 1882, John H. Munson held an [589]*589auction upon said farm and sold some of the personal property. It also appears that John H. Munson paid for certain other personal property which was afterwards put upon the farm.

About a month after his father’s death, in 1891, Ainer Munson borrowed some money from J. W. Gibson with which to pay some estate indebtedness. That alt that time he gave a note to said Gibson signed by himself as executor of John H. Munson’s estate. At the same time, and as collateral security for the payment of said note, he made, executed and delivered to said Gibson a chattel mortgage upon twenty-one cows.

Upon the foregoing facts, the contestants claim that the executor Ainer Munson should be charged with the value of the personal property. Upon the other hand witnesses were produced who testified that at different times they were told by John H. Munson that he had given the personal property upon the farm to Ainer.

Is the evidence sufficient to support a finding of á valid gift of this property?

In the recent case of Matter of O’Connell, 33 App. Div. 483, Mr. Justice Follett, in writing the opinion of the court, says:

“ He who attempts to establish title to property through a gift inter vivos as against the estate of a decedent takes upon himself a heavy burden which he must support by evidence of great probative force, which clearly establishes every element of a valid gift, namely, that the decedent intended to divest himself of the title in favor of the donee and accompanied his intent by a delivery of the subject-matter of the gift.”

In the case at bar the property was in the actual possession of Ainer. If there had been a gift the possession would not have changed. But the authorities all unite in saying that a gift inter vivos must be complete. The donor “ must divest himself of all dominion over the thing given, and the ¡title to it must pass absolutely and irrevocably to the donee.” Curry v. Powers, 70 N. Y. 212; Beaver v. Beaver, 117 id. 421; Bath Savings Institution v. Hathorn, 88 Me. 122; Young v. Young, 80 N. Y. 422.

So far as the evidence shows, the conditions remained the same • from 1882 down to the time of John H. Munson’s death; apparently he received the same from the farm and the dairy, etc., during all that time. The executor Ainer Munson has not shown ¡that there was any change of dominion over the thing claimed to have been given.

Any gift of chattels which expressly reserves the use of the prop[590]*590erty to the donor for a certain period, or as long as the donor shall live, is ineffectual. 2 Schouler on Personal Property, 118; Day v. Roth, 18 N. Y. 448.

It appears from the evidence that Ainer bought three cows sometime during his occupation of the farm, and he is allowed for them in the findings; but I am unable to find a valid gift of the personal property on the farm to him; and he is charged with the value of what was remaining there at the time of John H. Munson’s death.

As to the claim presented by Ainer for wood, hay, produce, etc., delivered to John H. Munson at Oneonta, it must be presumed that this was delivered pursuant to the share contract, and his claim must be disallowed.

So far as the claims of Ainer exist, there still remains for consideration his claim for the care of one Judson R. Beardsley from April, 1882, to the time of Beardsley’s death in February, 1885. It appears from the evidence that Judson was a foolish fellow; that back in the early sixties, the father of Judson gave to John H. Munson the sum of $2,000 to pay him for the care and support of Judson, so long as he should live. When John H. removed to Oneonta, Judson was left upon the farm, and he constituted one of the family of Ainer Munson the remainder of his life. Upon what terms he was left upon the farm does not appear from the evidence. But it does appear that a period of almost six years elapsed from the time of Judson’s death to the time of the death of John H. Munson. So far as it appears, no claim was ever made by Ainer for the care of Judson R. Beardsley until about the year 1891; and upon the evidence I am unable to find that John H. Munson was indebted to Ainer in any amount at the time of his death.

When John H. Munson moved to Oneonta, he and his daughter Josephine McMinn, purchased a house and lot and took the title to themselves as tenants in common, he taking an undivided two-thirds and she an undivided one-third. From that time until the time of his death, the family consisted of John H., his wife> Mrs. McMinn and her son.

About four years before his death John H. Munson suffered a stroke of paralysis, and from that time until the time of his death his left side was paralyzed.

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Related

Curry v. . Powers
70 N.Y. 212 (New York Court of Appeals, 1877)
Day v. . Roth
18 N.Y. 448 (New York Court of Appeals, 1858)
Young v. . Young
80 N.Y. 422 (New York Court of Appeals, 1880)
Bath Savings Institution v. Hathorn
32 L.R.A. 377 (Supreme Judicial Court of Maine, 1895)
In re O'Connell
33 A.D. 483 (Appellate Division of the Supreme Court of New York, 1898)
In re the Judicial Settlement of the Estate of Foster
1 Gibb. Surr. 428 (New York Surrogate's Court, 1895)

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25 Misc. 586, 56 N.Y.S. 151, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-judicial-settlement-of-the-accounts-of-munson-nysurct-1898.