In re the Judicial Settlement of the Estate of Roberts

8 Mills Surr. 269, 72 Misc. 625, 132 N.Y.S. 396
CourtNew York Surrogate's Court
DecidedJune 15, 1911
StatusPublished
Cited by2 cases

This text of 8 Mills Surr. 269 (In re the Judicial Settlement of the Estate of Roberts) 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 Estate of Roberts, 8 Mills Surr. 269, 72 Misc. 625, 132 N.Y.S. 396 (N.Y. Super. Ct. 1911).

Opinion

Sexton, S.

About May 20, 1907, Cyrus L. Roberts died, intestate, and on February 23, 1910, his administrators accounted. Objections were filed, issues tried and decision rendered December 9, 1910, which contained this provision: “ A supplemental account must be filed by the administrators which will deal exclusively with the personal property of this [271]*271estate, and the expenses necessarily incurred in connection with its management.”

January 19, 1911, the administrators filed a supplemental account which seemed to wilfully violate the quoted direction of said decision, in that it contained may items which clearly arose from real estate transactions. This account was. properly objected to as not complying with the ruling of the court; and, without trying the issues raised, the administrators were directed to file a further amended account, which they did April 10, 1911. Creditors filed objections to this account and put in issue about twenty separate items. The administrators paid out of the personal property $100.49, $137.70 and $45 as interest on real estate mortgages given by deceased, and three items of $300, $73.50 and $69.70 on land contracts entered into by the deceased for purchase of certain real estate.

Maud I. Roberts, one of the administrators, is the only heir at law of the deceased, and said mortgaged property passed to her subject to the mortgages; hence the payment of the interest which accrued after the death of said Cyrus L. Roberts was her obligation and not that of the estate. Laws of 1909, chapter 53, section 350 (Real Prop. Law), reads as follows: "Where real property, subject to a mortgage executed by any ancestor or testator, descends to an heir, or passes to a devisee, such heir or devisee must satisfy and discharge the mortgage out of his own property, without resorting to the executor or administrator of his ancestor or testator, unless there be an express direction in the will of such testator, that such mortgage be otherwise paid.”

This has been the law for more than forty years. The following cases in elucidation of the statute are in point: Dunning v. Ocean National Bank, 61 N. Y. 491; Hauselt v. Patterson, 124 id. 349; Matter of Hun, 144 id. 472.

Neither the principal nor the interest of the mortgages was [272]*272a charge upon, or payable out of, the personal estate of the intestate, Roberts. Carpenter v. Carpenter, 131 N. Y. 101.

Where no proof is made that the mortgaged premises did not descend to the heir, the statute requires the heir to satisfy the mortgage of his intestate without resort to the administrator. Cornwell v. Deck, 2 Redf. 87.

Can payments made by the administrators on land contracts entered into as vendee by the deceased be allowed?

In the case at bar, the administrators, under the defenseless title of squatter sovereignty, entered into full possession of the real estate of their intestate, and controlled, managed and manipulated it; and one of them even attempted the conveyance of portions of it. From the beginning, strife, conceived in the womb of legal blunders and brought forth in a whirlwind of litigation, has beset this estate. Mistakes arose from the habit of advising first and examining the law afterward; and all the trouble sprang from a misconception of the legal functions of executors and administrators, which will be briefly considered.

The practice of allowing the owner of property to direct its destination after his death, goes back to Genesis—“ Moreover, I have given to thee one portion above thy brethren, which I took out of the hand of the Amorite with my sword and with my bow.”

Blackstone says that an executor is one to whom another man commits, by his last will, the execution of that will and testament. The office of executor is coeval with the right of devise, and appears to have existed and continued from the earliest period of the common law. The earliest administrator was the king, then the lord of the fee, and finally the bishop of the diocese, till by statute the bishop, or ordinary, was required to delegate the administration to the nearest friends of the deceased, who paid the debts and frequently retained the surplus instead of distributing it among the next [273]*273of kin. This abuse was finally corrected by the Statute of Distributions.

While the power of making a will existed from the earliest period of the common law, still an English subject had no testamentary power over land, until the passing of the Statute of Wills, under Henry VIII. The common law and the English law of devise came to us in the Mayflower.

At common law, the real estate of an intestate went to his heirs; the personal, to his administrator. At common law, an executor had nothing to do with anything except the mere personal assets of the testator, and it is now the law that he must look to the will appointing him for power over the real estate. An administrator is an officer of the court and his title rests solely upon the grant of letters of administration. At common law he dealt only with the personal estate, and that restriction still exists under the present law, save where by statute he may apply to a court of competent jurisdiction, upon a proper state of facts, for the sale of the real estate of his intestate, for the payment of his debts. Dunning v. Ocean National Bank, 61 N. Y. 491.

Expenditures for repairs to real property, and taxes levied subsequently to decedent’s death, and exclusively for the benefit of the real property, cannot be allowed an administrator on his accounting (Cornwell v. Deck, 2 Redf. 87) ; nor can insurance premiums paid for insurance on real estate be allowed, unless effected under the belief that the estate was insolvent (Cornwell v. Deck, supra) , and this is permitted only upon the theory that in such cases it is the interest of the creditors that is protected by the contract of insurance. Herkimer v. Rice, 27 N. Y. 163.

An administrator is so completely divorced from the real estate of his intestate, that he may purchase it on a foreclosure sale, under a mortgage given by the intestate, and obtain title in his own name and for his own benefit. Abell [274]*274v. Bradner, 11 N. Y. St. Repr. 246; Hollingsworth v. Spaulding, 54 N. Y. 636; Matter of Monroe, 142 id. 484. The reasoning of these cases is that “ An administrator as such has no authority or control over the real estate of his intestate, and assumes no obligations in reference to it, and owes no duty to the heirs.” An administrator, as such, has no power to contract touching the disposition of the rents and profits of the real estate of his intestate. Hillman v. Stephens, 16 N. Y. 278.

While executors must look to the will, the administrators must look to the statute for their powers.

The Laws of 1909, chapter 18, section 117 (Decedent Estate Law), provide that “ Administrators shall have actions to demand and recover the debts due to their intestate, and the personal property and effects of their intestate; and shall answer and be accountable to others to whom the intestate was holden and bound, in the same manner as executors.”

This statute limits the administrator, so far as his initiative is concerned, to the collection of debts due the estate and marshalling the personal effects of his intestate.

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Related

In re the Estate of Merrill
165 Misc. 161 (New York Surrogate's Court, 1937)
In re the Estate of Engel
140 Misc. 276 (New York Surrogate's Court, 1931)

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Bluebook (online)
8 Mills Surr. 269, 72 Misc. 625, 132 N.Y.S. 396, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-judicial-settlement-of-the-estate-of-roberts-nysurct-1911.