In re the Judicial Settlement of the Estate of Warner

3 Mills Surr. 349, 39 Misc. 432, 79 N.Y.S. 363
CourtNew York Surrogate's Court
DecidedDecember 15, 1902
StatusPublished
Cited by4 cases

This text of 3 Mills Surr. 349 (In re the Judicial Settlement of the Estate of Warner) 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 Warner, 3 Mills Surr. 349, 39 Misc. 432, 79 N.Y.S. 363 (N.Y. Super. Ct. 1902).

Opinion

Heaton, S.

Judicial settlement of the accounts: of Horace Bennett and Susan Smith, executors of the will of Mary B. [350]*350Warner, deceased, tried before former Surrogate Hon. A. C. Comstock, and brought on for decision by me, upon notice of motion.

It is necessary to construe the will of deceased and also pass upon two alleged claims.

Mary B. Warner died April 12, 1898, leaving a will dated May 21, 1888, which was probated July 20, 1898.

Horace Bennett, a brother, and Susan Smith, a sister of deceased, qualified as executors, and on the 28th day of September, 1898, filed an inventory of the personal estate of deceased, which showed furniture, etc., of the value of $124.75, two bonds and mortgages against Horace Bennett of $1,000 and $2,422, respectively, with unpaid interest of $418, and a debenture bond of $500, on which had been paid in dividends $175, inventoried at $100, cash in Albany City Savings Bank $518.45, and in the Exchange Bank of Albany $557.23, and in the Rational Bank, Castleton, N. Y., $99.20; total, $5,240.27. By her will Mrs. Warner disposed of $7,000 specifically, besides giving the residue to her sister, Mrs. Smith. Deficiency of assets to pay all legacies in full has brought about a contention between the relatives of her husband, who were bequeathed $3,500, and her relatives, who were bequeathed $3,000.

The will provides as follows:

“ First. I hereby authorize my executors, whom I shall nominate, to erect a monument over the grave of my husband (Bennett Warner) the expense not to exceed five hundred dollars, said sum of money shall be taken from the four thousand dollars advance which I made from the sale of my property to J. W. Collins.
“ Second. I give devise and bequeath the use of one third of the balance of said four thousand dollars to Egbert L. Warner during his natural life and at his decease I give, devise and bequeath said one-third of balance to his children.
[351]*351■ “ Third. I give devise and bequeath the use of one third of the balance of said four thousand dollars to Fannie M. Jenks during her natural life and at her decease I give, devise and bequeath -said one third of balance to her children.
Fourth. I give, devise and bequeath the use of one third of •the balance of said four thousand dollars to Ida B. Way (daughter of Bennett Warner deceased) during her natural life and at ■her decease I give, devise and bequeath said one third of balance to her children.”

Then follows a bequest of $2,000 to her brother Horace Bennett and the use of $1,000 to her sister Julia Ann Barton for .life, with remainder over to Horace Bennett, and ,the residue teller sister -Susan Smith.

With gifts aggregating $7,000 and assets of less than $5,000 for distribution, it becomes a vital question whether the legacies to the husband’s relatives are specific, demonstrative, or general, •and whether the $4,000 fund, or any part of it, was in existence at the date of the death of Mrs. Warner, so that if the legacies -of that fund were specific such money or securities could be delivered, or if demonstrative they could be paid from it.

While the intention of the testator is to be looked for in the will, and relates to the time of the execution, the general rule- is well established that the will speaks as of the date of the testator’s death, in reference to property, and until that event the specific subject of the gift is undefined. Ametrano v. Downs, 62 App. Div. 405; 70 N. Y. Supp. 833.

' The evidence wholly fails to establish that “ the four thousand dollars advance ” existed at the time of her death in any such separate and well-defined form that it could be the subject of a specific legacy. Meither does the evidence show clearly and satisfactorily that at the time of her death the fund of $4,000 representing the advance which she made on the sale of the farm to Collins, existed as a separate and distinct fund, made up of any certain deposits or securities. There is a little evidence, conflict[352]*352ing, uncertain, and hearsay in character, tending to trace some part of this original money into securities now on hand, but it is wholly insufficient upon which to base a finding that such money had been in fact separated and continued as a special fund to meet the requirements of the will. Ten years elapsed from the making of the will until the death of Mrs. Warner. Either during all that time she kept the advance ” money in such form that it could he identified at her death in accordance with the scheme of her will, or she mingled it indiscriminately with her other moneys. Had she acted in the former manner there would have been abundant evidence of the identity of the fund which the able counsel would have produced. It does not appear from the evidence that at any time Mrs. Warner ever separated and set apart this fund, and therefore the evidence is wholly insufficient to trace into the securities or deposits which she left any part of the alleged “ fund,” which is not shown to have ever been in existence. E'rom a careful examination of the will and the little evidence adduced it appears to have been the intention of Mrs. Warner to give to her husband’s relatives and to devote to the erection of a monument at his grave the money which she made on the sale of the farm which was deeded to her by her husband. The line of separation is very clear in her will. The remainder of her property, being that acquired by her own exertions, she gives to her own relatives. Unfortunately, however, she has failed to accomplish her intention. The gifts in the second, third and fourth clauses are not specific legacies. They are each a gift of “ one third of the balance of said four thousand dollars.” Such four thousand dollars is not mentioned as being on deposit in any hank or invested in any way. A fund may be referred to, hut a particular fund actually existing in a particular place and in a defined form is not given. Hence the legacies are not specific. Matter of Newman, 4 Dem. 65 ; Beck v. McGillis, 9 Barb. 35; Giddings v. Seward, 16 N. Y. 365. Mrs. Warner did not give a certain bank deposit, or security or securities, hut feeling [353]*353that she had $4,000 which in justice ought to go to her husband’s relatives, measured her gifts to them by that amount, and after providing for her husband’s monument, divided the balance of said $4,000 among them. Such gifts are given out of and measured by a particular fund and are demonstrative legacies. Crawford v. McCarthy, 159 N. Y. 514.

The legacies being demonstrative, it is well settled that the fund upon which they are charged must first be applied to their extinguishment, and the balance of the legacies be classed with the general legacies and abate pro rata with them. Florence v. Sands, 4 Redf. 210.

The contract for monument and markers at $340' is approved as a proper disbursement from the funds of the estate.

There being no identified fund existing at the death of deceased applicable to the payment of the whole or part of the demonstrative legacies, those legacies will share pro rata with the general legacies on the distribution.

Two disputed claims have been presented upon which evidence seems to have been taken by this court, one by Susan Smith, the executrix, and one by William H. Smith, her son.

The claim of Mrs.

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3 Mills Surr. 349, 39 Misc. 432, 79 N.Y.S. 363, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-judicial-settlement-of-the-estate-of-warner-nysurct-1902.