In re the Judicial Settlement of the Accounts of St. John

104 A.D. 460, 93 N.Y.S. 836
Appellate Division of the Supreme Court of the State of New York·Decided May 15, 1905·Published·Cited by 13 cases

Opinion

O’Brien, J.:

The testator, Wallace 0. Andrews, died in a fire which destroyed his home and in which several other people perished, including his wife and her sister-in-law, Mrs. St. John. Mr. Andrews left a last will and testament which was duly admitted to probate, and while this proceeding for the judicial settlement of the executor’s accounts was pending, ¡Norman 0. Andrews, a brother of testator and one of the next of kin, made a motion for an order permitting him to appear in the proceeding and to file objections to the executor’s account. The applicant claims that Mr. Andrews died intestate as to a portion of his property,' and that he, as one of the decedent’s next of kin, is entitled to share in that portion of the estate. The moving papers set out the applicant’s ■position as follows : First, it is alleged that Mrs. St. John, above- referred to and who was a legatee, under the will, did not survive the testator; that her legacy, therefore, lapsed and Mr. Andrews died intestate as to the amount thereof which entitled the applicant to share therein. Second, that by his will Mr. Andrews bequeathed more than one-half of his entire estate to a charitable or benevolent institution, the Andrews Institute for Girls, to be thereafter organized ; that the testator had a wife who did not predecease him, and that so much of this bequest as exceeded one-half of his estate was invalid under chapter 360 of the Laws of 1860, and, therefore, the testator died intestate as to such excess. Third, that the charitable institution mentioned in the will was not incorporated until some time after Mr. Andrews’ death, and that he died intestate as to so much of the income from the legacy to it as accrued intermediate his death and its incorporation.

From these allegations and from the opposing affidavits it was shown that the right of the petitioner to .appear in the proceeding and to file objections to the account depended upon the determination of a disputed question as to the survivorship of three people who perished in a common disaster, and to aid him in determining that issue the surrogate sent the matter to a referee.

[462] It is not necessary, as we view this matter,, to analyze the evidence describing the grewsome tragedy which destroyed the unfortunate occupants of the burned house.' The referee, after an exhaustive hearing, found that the fact of survivorship- as between the testator and his wife was- unascertaináble, and that the evidence did not establish that Mrs. Andréws survived her husband'; that the fact of survivorship as between the testator and Mrs. St. John was unasceftainable and that the evidence did not establish that Mrs.. St. John survived the testator. From these findings of fact he Concluded, as matter of law, that the legacy to Mrs. St. J ohn had lapsed, and as to it the testator died intestate and the applicant was entitled to share therein; that he was, therefore, a person interested in the estate within the meaning of section .2728 of the Code-of Civil Procedure and should be permitted to appear, on the accounting. On the Coming in Of the referee’s report, however, the surrogate upon the same testimony reached a different conclusion,. both as to the facts and-ás to the law. He found, as a fact, that Mrs., St., John survived1 the testator, and as, matter of law that the legacy" to- her had not lapsed, and, therefore, the applicant had no interest in the estate, and his motion to appear on the accounting was for that reason denied. . ¡

, -This appeal is taken by the applicant botli from the order appointing the referee and also from the order denying the motion to be permitted to-appear and file objections to the account..

In our "opinion the practice adopted by the learned surrogate Was improper under the~peculiar circumstances of this case. Section 2728 of the ©ode of Civil Procedure provides, amotig other things, in relation to the judicial settlement of an executor’s account, that “ a creditor,, or a person interested in the estate, although not cited; is entitled to appear on the hearing, and thus make himself a party to the proceeding.” And subdivision 11 of hectión 2514 of said Code recites that “ the expression, ‘ person interested,’ where it is used in Connection with an- estate or a fund, includes évery person entitled, ■ either absolutely or contingently, to share in the estate or. the" proceeds thereof, or in tlie fund, as husband, wife, legatee, next of kin, heir, devisee, assignee, grantee or otherwise, except"as a creditor.”

The applicant had not been cited upon the accounting and .it is conceded that he is one of the next of kin and entitled to , share in [463] any portion of the estate of which Mr. Andrews died intestate. It was made to appear by the moving papers that if the testator survived Mrs. St, J ohn, or if the testator’s wife survived him, some part of the estate was undisposed of by the will. It also appeared that all the parties had perished in a common disaster, and, therefore, the question of survivorship was a very grave one that could only be determined by an exhaustive hearing and the solution of vexed questions of law concerning the presumptions of survivorship, that would arise from the evidence describing the disaster. "We think, under these circumstances, the moving papers showed that the applicant had an interest in the estate sufficient to entitle him to appear upon the accounting, so that his interest, whatever it might be, together with the interest of all the other heirs and next of kin, could be finally determined in that proceeding.

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In re the Judicial Settlement of the Accounts of St. John, 104 A.D. 460, 93 N.Y.S. 836 (N.Y. Ct. App. 1905).

104 A.D. 460 (In re the Judicial Settlement of the Accounts of St. John) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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