In re the Judicial Settlement of the Estate of Sergant

7 Mills Surr. 95, 62 Misc. 173, 116 N.Y.S. 273
CourtNew York Surrogate's Court
DecidedJanuary 15, 1909
StatusPublished
Cited by3 cases

This text of 7 Mills Surr. 95 (In re the Judicial Settlement of the Estate of Sergant) 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 Sergant, 7 Mills Surr. 95, 62 Misc. 173, 116 N.Y.S. 273 (N.Y. Super. Ct. 1909).

Opinion

Sexton, S.

Charles Sergant died at Bridgewater, 1ST. Y., January 23, 1892, and left a will, dated June 11, 1884, which was duly admitted to probate June 6, 1892, and letters testamentary were issued to Ann Maria Beal.

An inventory was filed August 2, 1892, showing an estate of $3,902.66. July 20, 1893, an account was filed, showing a balance in her hands for distribution of $3,249.93. July 23, 1903, a decree settling and adjusting said account was left at the surrogate’s office, and is now with the papers on file, which, ■though complete, was not signed by the surrogate.

The will of Charles Sergant provided: “After all my lawful debts are paid and discharged, I give, devise and bequeath to Ann Maria Beal, wife of my friend, John Beal, of Bridgewater aforesaid, all my property both real and personal, of which I die possessed, to be hers during her lifetime, and after her death, the avails of my property, of which she has the use and income during her lifetime, is to be divided equally among her surviving children.”

Said Ann Maria Beal died May 30, 1907, leaving William J. Beal, Charles M. Beal land M. Cornelia Utter, her surviving children. William J. Beal was a subscribing witness to the Sergant will, and was used to prove it.

[97]*97■On June 24, 1907, said Charles M. Beal, and his sister, M. Cornelia Utter, were duly appointed administrators with the will annexed of the Sergant estate, and filed separate bonds. Ann Maria Beal, executrix of the Sergant estate, left a will, which was probated June 24, 1907. Letters testamentary were issued to William J. Beal.

October 2, 1907, William J. Beal, as executor of the Beal estate, filed his account of the proceedings of Ann Maria Beal in the Sergant estate, showing a balance of $3,221.31.

October 24, 1907, objections were filed to said account by said Charles M. Beal, alleging that the account in the Sergant estate should be surcharged with $1,750, the amount of a note, dated April 1, 1888, payable to Charles Sergant, or bearer, with use, and signed by the contestant, and claimed to have been fully paid by him to Ann Maria Beal, as executrix of the Sergant estate. That said Sergant estate should also be charged with $385, alleged proceeds of some land, belonging to the Sergant estate, conveyed by Ann. Maria Beal to the Unadilla Valley Railway Company, by deed dated October 15, 1892.

All of the evidence given upon the trial was confined to these items.

The contention of the contestant is, that he, April 1, 1888, borrowed $1,750 from Charles Sergant, and gave him his note therefor, and after his death the contestant paid Ann Maria Beal, executrix of the Sergant estate, all interest on said note, and April 1, 1895, $1,855, in full of principal and interest, and took the note into his possession. That the Sergant estate should now account for the principal of said note, $1,750.

The estate contends that the face of said note, with the four indorsements thereon, all in the handwriting of contestant, is a fabrication, and never was in the possession of Charles Ser- . gant, or his executrix, Ann Maria Beal.

As to the $385, the expressed consideration in said deed, the estate contends that this court has no jurisdiction to determine that item.

[98]*98The history of the note as given by the contestant, hie wife and son, is substantially, that it was written by Charles M. Beal, April 1, 1888 (Easter Sunday), at his home in Bridgewater, on a piece of paper taken from an account book, and with a gold pen used by him when a boy in school. The ink used was taken from a small, wooden, pocket inkwell, with screw cap and small glass bottle inside, into which no ink had been put prior to April 1, 1888, since he left school at the age of nineteen years, a period of thirteen years and about thirty-one years ago. The note was then delivered to Sergant, and contestant received from him in cash $1,750. It was not put in any bank. Sergant took the note, folded it and put it in his pocket. April 1, 1892, the contestant paid his mother, Ann Maria Beal, $420', back interest, and paid it each year till April 1, 1895, when he paid her $1,855 at her house, in full of principal and interest, and took up the note, returned home and delivered it to his wife. The note then bore all the evidences of hard usage 'and creases, and was in substantially the same condition as to folds and creases, and in the same shape and condition as when produced upon the trial in court. The wife kept it until the trial.

The following words and figures appear upon the back of the note, to wit:

“April First, 1892, Received on the with note Int four Hundred and Twenty dollars, $420.00.”
“ 1893, April first I Received on the with in note In one Hundred and five dollars, $105.00.”
“ 1894, April first I Received on the within note one Hundred and five dollars, $105.00.”
“ 1895, April 1, I Received on the with in note In full payment Eighteen Hund and fifty-five dollars, $1855.00.”

They were made at the time of their dates by the contestant, with the identical pen and ink used in drawing the note. The ink well had never been filled or ink changed in any manner [99]*99between the time contestant left school and the last indorsement, April 1, 189-5, a period of twenty years. The note shows evidence of being folded from end to end a number of times. When.' contestant received the note, and before he tore his name off, it had on it the creases from folds.

On April 1, 1895, the contestant took from his house, $1,855, and with his son, Adelbert, who was going to school, drove to his mother’s house in the village of Bridgewater, where Adelbert left the wagon and went to school. The contestant showed, his son a large roll of money on that morning. The money to pay the note was made up of $1,000, obtained from Jones & Townsend in cash, and from a sand bank in the cellar, and a tea pot in the house of contestant, and some was furnished by Sarah J. Beal. A portion of the money came from baling hay and an auction sale, held in 1894. Adelbert, the son, frequently took dinner with hie grandmother in 1895, and, during the month of March or April of that year, she told him several times she wanted him to tell his father that she wanted some money on the Sergant note, or all of it, and he told his father each time. She showed Adelbert the note; he testified it looked very much like exhibit 2. “ It was a piece of pad paper.” Adelbert and his father were at Ann Maria Beal’s April 1, 1895, in the morning. Adelbert took dinner with Mrs. Beal that day, and she fold hiin in substance that she had straightened all up with his father on the Charles Sergant note, and that things were square. This was at about quarter to one o’clock ” in March or April. Two or three days thereafter, Adelbert next saw said note in his father’s possession.

We will first consider the $1,750 note, of which the following is a copy:

“ Bridgewater April first 1 1888 For value received I promise to pay Charles -Sergant or bearer one year from date ¡$1750.00 Seventeen Hundred and fifty dollars with use.
“ Oh.” ;

[100]*100In support of the note is the evidence of contestant, his wife, 'Sarah J. Beal, and son, Adelbert. Contestant is fifty-two, his wife fifty, and son ¡twenty-five years old.

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Related

In re the Estate of Grace
62 Misc. 2d 51 (New York Surrogate's Court, 1970)
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10 Mills Surr. 180 (New York Surrogate's Court, 1913)
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8 Mills Surr. 269 (New York Surrogate's Court, 1911)

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Bluebook (online)
7 Mills Surr. 95, 62 Misc. 173, 116 N.Y.S. 273, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-judicial-settlement-of-the-estate-of-sergant-nysurct-1909.