Kerngood v. Jack

38 Misc. 309, 77 N.Y.S. 865
CourtNew York Supreme Court
DecidedJune 15, 1902
StatusPublished
Cited by1 cases

This text of 38 Misc. 309 (Kerngood v. Jack) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kerngood v. Jack, 38 Misc. 309, 77 N.Y.S. 865 (N.Y. Super. Ct. 1902).

Opinion

Clarke, J.

Samuel T. Jack died in the city of New York, April 27, 1899. Upon the day of his death he made his last will and testament. Said instrument was prepared by his brother, the defendant James C. Jack. Said will provided: “ First, after my lawful debts are paid, I give and bequeath the money which I possess which is in the main as follows: In the Garfield vault, New York city, forty-four thousand dollars. In Chicago vaults about eight thousand dollars ($8,000). In the First National Bank of Chicago in Emma’s name, four thousand dollars ($4,000). Eent paid in advance on New York theater, about four thousand dollars, making in all a total of sixty thousand dollars. It is my wish first and foremost that my brother James and my wife Emma become husband and wife. I give and bequeath my money enumerated above, augmented by any other money or moneys I possess to the following persons whom I make my sole heirs to-wit: To my wife Emma one-third of the whole amount. To my brother James O. Jack, one-third of the whole amount. To the following heirs the remaining one-third to be distributed equally, all shares being of same amount. My father William S. Jack, my mother Susan Jack, my sister Eebecca Clark, my nephews and nieces, as follows: Katherine Baer, Bertie Davis, Sam Jack Brigham, Charles F. Brigham, Eichard Brigham, Victoria Clark, Nellie Clark, Susan Clark, Thomas Clark, Arthur Clark, Jules V. Jack, Louis Jack, and Elena Jack,” and he appointed his wife Emma and his brother James O. executors thereof. He also executed a codicil as follows: “To my brother James C. Jack, whom I ap[311]*311point to conduct and continue iny business, I give and bequeath the leases of my two theaters, one in New York city and the other in Chicago, and all my theatrical plays, burlesques, wardrobe, and other theatrical properties; also the exclusive right to my name as a trademark which is to be used under the sole and exclusive direction of my said brother James C. Jack.” Thus outside of the provisions as to the theatrical business covered by the codicil, the estate was left one-third to Emma, one-third to James 0., and the remaining one-third in equal shares to sixteen relatives. The will and petition for probate verified by the two executors were filed June 1, 1899, one Richard F. Price appearing as attorney for petitioners. Mr. Price also procured and filed waivers of citation by the decedent’s father and mother, the only next of kin set forth in the petition and also the oath of James O. Jack, as' executor, and also secured from the proponents a contract to pay him $10,000 for his services. Subsequently Emma appearing by another attorney, endeavored to withdraw the petition for probate and threatened a contest. After several negotiations and proceedings, Price dropped out of the case and Kemgood and Kalish came into it, after several contracts for their services had been made, under the written contract upon which this suit is based. This contract executed on the 1st day of November, 1899, after reciting the proceedings down to the withdrawal of Emma’s petition for probate proceeds: Whereas the said James O. Jack is desirous of having said last will and testament admitted to probate * " * and of obtaining his legacies thereunder, and of distributing said estate, and of performing such other duties as by law are required of an executor to settle up the estate of said deceased,” and desired to engage and continue the legal services of said Kerngood and Kalish, it was agreed “ that the said parties of the second part will prosecute such actions and proceedings as in their judgment may be necessary to have said last will and testament of Samuel T. Jack admitted to probate and to collect and recover the legacies due the party of the first part thereunder and to perform all other legal services that may be necessary to enable the party of the first part to perform the duties as an executor of said will including the settlement of his account as such executor.” It was agreed that Jack should pay to Kemgood and Kalish such sum or sums of money as might be fair and [312]*312reasonable compensation for the services rendered. It was agreed that such compensation to be paid to the parties of the second part shall be a lien on the share or interest of the party of the first part in and to the estate of Samuel T. Jack, deceased; ” also that such compensation was to be at such times and in such amounts as might be agreed on as the work progressed, and finally it was agreed that no compromise or settlement of rights or interests of the party of the first part in and to the legacies due him ■under said last will and testament in any of said actions or proceedings or otherwise shall affect the obligation of the party of the first part to the parties of the second part herein.” There was an examination of the safety deposit-box in the vaults of the Garfield Safety Deposit Company which disclosed about $46,000 in cash.

In the meantime the contest of the probate of the will by Emma Jack had been disposed of by an agreement between herself and James C. Jack, dated December 9, 1899, in which she agreed to withdraw her contest of the will, and also to renounce as executrix on condition that James C. Jack should give an executor’s bond in the sum of $80,000; that she should release any and all her right, title, and interest in any of Sam T. Jack’s estate, except the property in Chicago (that is the theater in that city, $8,000 in vault, and $4,000 in bank in Chicago), and $15,540.84, one-third of the money in the Garfield vaults, which was to be paid to her less $138.40 to be retained for transfer tax and less $1,700 to be retained as a deposit against liability for the malting of this contract; making net payment to Emma, $13,-702.44. Said contract further provided that Emma was to pay her own lawyers, but should in nowise be liable for legal services to James O. Jack, performed in his behalf in the matter of the estate of said deceased or hereafter to be performed in the same matter as such executor either by ¡Norman W. Kerngood or Edward L. Kalish, his present attorneys, or any other person. By this contract, Emma, who had been given in the will one-third of the estate, subject of course to payment of administration expenses and decedent’s debts, acquired not only all the moneys, properties, leases, etc., in Chicago, which the decedent had specified in his will as belonging to himself, but also a clear one-third of the moneys in ¡New York.

[313]*313Prior to the execution, of this contract, hut after the plan had been substantially agreed upon, arrangements were made to secure the $80,000 executor’s bond from the American Bonding & Trust Company. Jack entered into the usual agreement with the company, dated December 18th. It provided that the estate funds should be deposited in the Seventh National Bank in the joint names of the executors and bonding company. It represented that the assets of the estate consisted of $46,600 in the Garfield Safe Deposit vaults and that the liabilities of the estate were about $5,000.

In the meanwhile another alleged widow, Mabel Hazelton Jack, with daughter by Sam T. Jack, had turned up with a claim and a threat of contest. The plan agreed upon in its various phases contemplated a payment out of the cash in the Garfield Safe Deposit vaults, which, under the settlement with Emma, constituted the entire assets of the estate, not only of the $13,702.44 to Emma, but also under an assignment of James C.

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Cite This Page — Counsel Stack

Bluebook (online)
38 Misc. 309, 77 N.Y.S. 865, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kerngood-v-jack-nysupct-1902.