Marsh v. Keogh

Appellate Division of the Supreme Court of New York

Marsh v. Keogh

81 N.Y.S. 825

CourtAppellate Division of the Supreme Court of the State of New York

DecidedApril 24, 1903

StatusPublished

This text of 81 N.Y.S. 825 (Marsh v. Keogh) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook

Marsh v. Keogh, 81 N.Y.S. 825 (N.Y. Ct. App. 1903).

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Opinion

JENKS, J.

This is a controversy submitted' pursuant' to section 1279 of the Code of Civil Procedure.

Louisa B. Marsh, widow, in 1893 legally adopted' Horace E. R'uss, her great-great-nephew, and he received the name of Plorace B. Eiarsh. At the time of adoption,, Eirs. Marsh declared in the affidavit required, by law that she was willing to treat the child in all respects as if he were her own, and that it was her intention to leave to him at her death some portion of her property, and that she was more able .than his mother to provide for him. She deposited the sums of $500, in 1897 and in 1898, to the. credit of an account opened by her on the earlier date in a savings bank, reading, “Louisa B. Marsh, in trust for. Horace B. Marsh, son, 14 years.”" Between' February, 1900, and February 21, 1901, she withdrew $880,, and left the account open at her death, with credits of $119, and $115 accrued interest. She made similar deposits in the same years in another savings bank in the name of “Louisa B. Marsh, in trust for Horace B. Marsh.” She drew therefrom $1,098 between January, 1900, and May, 1901, but left the account open at her death, with a credit of $25 interest. She made similar deposits in 1897, and again in 1898, in an account opened by her on the earlier date in a savings- bank, which read, “Louisa B. Marsh, in trust for Horace B. Marsh.”" She never disturbed this account, but left it open at her death. She died unmarried in 1901, leaving no children save the said adopted son. By will", she gave legacies, amounting to $38,000. She bequeathed $2,000 to Horace E. Russ, which was increased by- codicil, made after his adoption, to $3,000, to Horace Blancord Marsh. She provided that legaciés amounting to $1,500 should be paid in full, and the remaining legacies, including the one to her adopted son, be paid rat-ably if necessary.

Thus it appears that the depositor, who was a childless widow of advanced years, adopted her great-great-nephew as her own child, and gave him her own name, asserting her ability to support him better than his parent could do, and her intention to leave him some portion of her own property. Upon the- record, she created valid and irrevocable trusts for his benefit. There is nothing in proof which discloses any other or different, intention. Such acts on her part are consistent with her declaration to provide for. her only child, and there is. nothing violently antagonistic thereto in the provision made for him in her will, which purported to. dispose of $38,000 in legacies, inasmuch as $2,000 of the $3,000 so left to him by that-instrument had been bequeathed before his. adoption and before [827]*827her declarations. The retention of the passbooks was not necessarily inconsistent with the passing of the title to the deposits, as it has been held that the depositor may, under the circumstances, have retained them as trustee. Martin v. Funk, 75 N. Y. 134, 31 Am. Rep. 446. It does not appear what disposition the trustee made of the moneys withdrawn. It is not necessary to hold, as the learned counsel for the defendants suggests, that this lady was a larcener of the money, before we can hold' her estate liable for the trust moneys intact. She may have honestly mistaken the legal effect of her acts, and have supposed that the moneys were still her own. But, however this may be, we cannot infer, in the face of her deposits and the character of the accounts, that she had no intention of creating valid and irrevocable trusts simply from the circumstance that she from time to time depleted the deposits. A mere diversion of the trust fund could not destroy the trust, and we have nothing more than this naked fact. I think that we must give judgment to the plaintiff in such sum as represents the aggregate of the several deposits as if standing intact. Interest thereon must be allowed at the legal fate, under the authority of Robinson v. Appleby, 69 App. Div. 509, 75 N. Y. Supp. 1, affirmed 173 N. Y.-, 66 N. E. 1115. This judgment is based upon the authorities of Farleigh v. Cadman, 159 N. Y. 169, 53 N. E. 808; Martin v. Funk, supra; Jenkins v. Baker, 77 App. Div. 509, 78 N. Y. Supp. 1074; and many similar authorities.

Judgment in accordance is given for the plaintiff, but, under the terms of the submission, without costs. All concur.

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JENKS, J.

This is a controversy submitted' pursuant' to section 1279 of the Code of Civil Procedure.

Louisa B. Marsh, widow, in 1893 legally adopted' Horace E. R'uss, her great-great-nephew, and he received the name of Plorace B. Eiarsh. At the time of adoption,, Eirs. Marsh declared in the affidavit required, by law that she was willing to treat the child in all respects as if he were her own, and that it was her intention to leave to him at her death some portion of her property, and that she was more able .than his mother to provide for him. She deposited the sums of $500, in 1897 and in 1898, to the. credit of an account opened by her on the earlier date in a savings bank, reading, “Louisa B. Marsh, in trust for. Horace B. Marsh, son, 14 years.”" Between' February, 1900, and February 21, 1901, she withdrew $880,, and left the account open at her death, with credits of $119, and $115 accrued interest. She made similar deposits in the same years in another savings bank in the name of “Louisa B. Marsh, in trust for Horace B. Marsh.” She drew therefrom $1,098 between January, 1900, and May, 1901, but left the account open at her death, with a credit of $25 interest. She made similar deposits in 1897, and again in 1898, in an account opened by her on the earlier date in a savings- bank, which read, “Louisa B. Marsh, in trust for Horace B. Marsh.”" She never disturbed this account, but left it open at her death. She died unmarried in 1901, leaving no children save the said adopted son. By will", she gave legacies, amounting to $38,000. She bequeathed $2,000 to Horace E. Russ, which was increased by- codicil, made after his adoption, to $3,000, to Horace Blancord Marsh. She provided that legaciés amounting to $1,500 should be paid in full, and the remaining legacies, including the one to her adopted son, be paid rat-ably if necessary.

Thus it appears that the depositor, who was a childless widow of advanced years, adopted her great-great-nephew as her own child, and gave him her own name, asserting her ability to support him better than his parent could do, and her intention to leave him some portion of her own property. Upon the- record, she created valid and irrevocable trusts for his benefit. There is nothing in proof which discloses any other or different, intention. Such acts on her part are consistent with her declaration to provide for. her only child, and there is. nothing violently antagonistic thereto in the provision made for him in her will, which purported to. dispose of $38,000 in legacies, inasmuch as $2,000 of the $3,000 so left to him by that-instrument had been bequeathed before his. adoption and before [827]*827her declarations. The retention of the passbooks was not necessarily inconsistent with the passing of the title to the deposits, as it has been held that the depositor may, under the circumstances, have retained them as trustee. Martin v. Funk, 75 N. Y. 134, 31 Am. Rep. 446. It does not appear what disposition the trustee made of the moneys withdrawn. It is not necessary to hold, as the learned counsel for the defendants suggests, that this lady was a larcener of the money, before we can hold' her estate liable for the trust moneys intact. She may have honestly mistaken the legal effect of her acts, and have supposed that the moneys were still her own. But, however this may be, we cannot infer, in the face of her deposits and the character of the accounts, that she had no intention of creating valid and irrevocable trusts simply from the circumstance that she from time to time depleted the deposits. A mere diversion of the trust fund could not destroy the trust, and we have nothing more than this naked fact. I think that we must give judgment to the plaintiff in such sum as represents the aggregate of the several deposits as if standing intact. Interest thereon must be allowed at the legal fate, under the authority of Robinson v. Appleby, 69 App. Div. 509, 75 N. Y. Supp. 1, affirmed 173 N. Y.-, 66 N. E. 1115. This judgment is based upon the authorities of Farleigh v. Cadman, 159 N. Y. 169, 53 N. E. 808; Martin v. Funk, supra; Jenkins v. Baker, 77 App. Div. 509, 78 N. Y. Supp. 1074; and many similar authorities.

Judgment in accordance is given for the plaintiff, but, under the terms of the submission, without costs. All concur.

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