Lockwood v. Lockwood

3 Redf. 330
CourtNew York Surrogate's Court
DecidedMay 15, 1878
StatusPublished

This text of 3 Redf. 330 (Lockwood v. Lockwood) 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
Lockwood v. Lockwood, 3 Redf. 330 (N.Y. Super. Ct. 1878).

Opinion

The Surrogate.

This is an application, made under §§ 82, 83, 2 R. 8., 98, for an order directing the executors to advance parts of legacies. The allowance can be directed to be made only where it shall be alleged, and adjudged by the court, to be necessary for support. It is insisted by counsel for the executors that the petition must present a case of actual necessity, before the court can grant the order; that the order cannot be properly made Avhere the party has, already at hand, means to supply comfortable suitable food and a sufficient shelter. The word “ necessary,” in the statute, is used in a relative sense. It means, Avith reference to the station in society, the former mode of life and surroundings, and the estate or income to which the applicant has been accustomed, and to which she will ultimately be entitled. In the case of Williamson v. Williamson (6 Paige, 298), the estate seems to have been much less than this, and yet the Chancellor considered a legacy of $2,000 a year to the AvidoAY a very scanty allowance, with reference to the amount of the estate.

The 83d section (above cited) is somewhat peculiar for its obscurity of meaning, if not for its impracticability when read literally. It declares that “if it appear to the surrogate that there is at least one-third more of assets in the hands of such executors or administrators than will be sufficient to pay all debts, legacies and claims against the estate,” he may, in his discretion, allow a portion to be advanced. Now, in this case, and in most testamentary cases, the will disposes of the whole of the assets by way of legacies, whether specific, general or residuary. All are em[333]*333braced by the language quoted above, and, if construed accordingly, then in no case of this character, could a legatee, however destitute or needy, obtain any relief under these provisions. But statutes must must be so construed as to give them some effect. (Watervliet Turnpike Co. v. McKean, 6 Hill, 616). This can be done here by excluding residuary legacies, and perhaps this was intended by the statute. To ascertain the excess of one-third, fixed sums, as legacies, only, I think, should be regarded. The residuum is apt to be so fluctuating and uncertain in amount as to be, in any case, a very unreliable element in the calculation. Adopting this view, it remains to be seen whether there is one-third more of assets than the amount of debts, legacies and other claims. The inventory on file shows assets to the extent of $171,-436, to which may be added some $5,000 of accrued interest on securities, making about $176,436. The legacies, exclusive of residuary, and known debts, will not exceed $118,000, to which, if we add one-third thereof, we have $157,334; deduct this from the amount of the inventory and accrued interest, and there results a surplus, over one-third of the debts and legacies, of more than $19,000. Hence there is no difficulty, on this score, in granting the order asked for.

The provisions made in the will for the widow are expressed to be in lieu of dower, and her interest in the income of the $25,000 vested in her, at once, on the death of her husband (1st Jarm. on Wills, 646); and the interest on her share of the residuum commenced at the same time. (Williamson v. Williamson, [334]*334above.) No other provision being made in the will for the support of the minor, Adelaide, than the income of certain sums, she is also entitled to interest on those sums from the death of the testator. (Cooke v. Meeker, 36 N. Y., 15; King v. Talbot, 40 N. Y., 76); and where, as in this case, the sums are left in trust, with directions that the income be applied tó the use of legatees, it would seem that the directions are complied with, by paying it to them. (Redf. on Wills, 477.) These being vested legacies, whatever may have been earned by the fund producing them, up to the time of their respective deaths and not paid to them, will go to their legal representatives. A legacy, once vested, is not divested by the death of the legatee. (Larocque v. Clark, 1 Redf., 469.)

The assets of the estate consisted of about $40,000 in cash, $114,000 in bonds and mortgages, $10,000 in government bonds, $1,000 in bank stock, and some other items. As the great bulk was invested and earning interest at the time of the testator’s death, and so continues, and as the legacies to other parties do not begin to bear interest until a year after his death, it is quite apparent that any advancement that should be ordered made, even to the extent of the ■whole accrued interest, will in no wise affect those legatees.

The only obstacle in the way of making the desired order is, in ascertaining whether the advancements asked are necessary for the support of the petitioner and her ward. The petition does not indicate, as it should, what sums are desired. It does not state what .the petitioner’s income is from other sources, if any.

[335]*335The answering affidavit is unsatisfactory, in merely alleging that she has a “ considerable income,” and in asserting substantially the same as to the minor. No figures are given on either side. The statements are too vague to enable this court to judge, intelligently, as to the propriety of granting the order prayed for. The petition should fully state all the facts necessary to bring the case within the provisions of the statute, and then be laid before the court, to enable it properly to discharge its duty. As the papers presented do not do this, evidence aliunde must be furnished, as was directed to be done in Gilman v. Gilman (66 N. Y., 631; and see Dayton’s Surr., 442-3.)

The testator devised to his widow a house and land on Davenport’s Neck, near New Rochelle, and, with a view to some future early letting of the premises for the season, the respective counsel have desired this court to determine now, whether certain mirrors in the house are fixtures, or assets. Although, perhaps, not the proper time to consider the question, I yield to the request, hoping thereby to prevent possible litigation on the subject.

■ I think the parlor and library mirrors are fixtures and pass to Mrs. Lockwood as the devisee. They áre fastened at the top to the breast of the chimney by an iron clamp inserted into the masonry and extending outward, so as to clasp the top of the mirror frames and hold them there. They are supposed to be glued fast to or let into the mantel shelves, on which they rest, but the evidence is not very clear on the subject, and the. frames are, with the mantels, of a like design [336]*336and of the same wood. Both were made by a cabinetmaker and correspond throughout. Judging from these facts, together with the draft submitted, it was evidently designed to make these mirrors as much a part of the house as the mantels themselves. (McRea v. Central Nat. Bk., 66 N. Y., 489; House v. House, 10 Paige, 158.) As to the hall mirror it is different. That rests upon a bracket and seems in no way connected with the house, in any other manner than picture frames usually are. It must be regarded as belonging to the assets.

Clearly, the appraisers in taking the inventory neglected their duty in not setting apart the exempt property and articles, as required by the statute. The omission must be supplied.

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Related

Gilman v. . Gilman
66 N.Y. 631 (New York Court of Appeals, 1876)
McRea v. Central National Bank of Troy
66 N.Y. 489 (New York Court of Appeals, 1876)
Cooke v. . Meeker
36 N.Y. 15 (New York Court of Appeals, 1867)
King v. . Talbot
40 N.Y. 76 (New York Court of Appeals, 1869)
Williamson v. Williamson
6 Paige Ch. 298 (New York Court of Chancery, 1837)
House v. House
10 Paige Ch. 158 (New York Court of Chancery, 1843)
Larocque v. Clark
1 Redf. 469 (New York Surrogate's Court, 1863)

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Bluebook (online)
3 Redf. 330, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lockwood-v-lockwood-nysurct-1878.