McGregor v. McGregor

35 How. Pr. 385
CourtNew York Supreme Court
DecidedSeptember 15, 1865
StatusPublished

This text of 35 How. Pr. 385 (McGregor v. McGregor) 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
McGregor v. McGregor, 35 How. Pr. 385 (N.Y. Super. Ct. 1865).

Opinion

By the court, Hogeboom, J.

This is an. appeal by i!. > defendants, Ann G. McGregor and Duncan McGregor, fr... an order of the special term, striking out as irrelevant cen ’ ■ portions of their answers, respectively.. These answi ■. though separate, are sufficiently alike, in regard to the n ters involved in the motion, to enable them to be cohsid...... [386]*386together. As the motion to strike out embraces a large portion of the contents of the answers, it will be necessary to examine both the complaint and the answers with some detail.

The relief sought by the complaint is to establish and settle the plaintiff’s accounts as trustee; to relieve him from the duties of the trust; to direct him as to the disposition of the trust moneys remaining in his hands or to be accounted for b.y him; to declare satisfied a certain mortgage from the plaintiff to Gregor McGregor; and to obtain .such other relief as should be proper.

The facts upon which this relief is sought, briefly stated, are that one Gregor McGregor, deceased in 1845, made his will, whereby, in the 7th clause thereof, he bequeathed to his brothers, James McGregor, Jr., and Duncan McGregor (plaintiff and one of the defendants) a fund of $2,000, upon trust, to pay Over the income thereof to Ann McGregor (one of the defendants), wife of Alexander McGregor, during her life, and after her death, without children, to her husband during his life, keeping the fund invested on bond and mortgage in their names as trustees; and in case of her death, leaving children, to pay over the principal of the fund to the next of kin of Alexander living at the time both.she and her husband shall have died.

That in 1846 the executor of said Gregor McGregor,deceased, paid over to the plaintiff said trust fund of $2,000, as follows: $400 thereof in a certain mortgage called the Conklin mortgage, and mentioned in said will as a part of the trust fund; also a mortgage from the plaintiff to Gregor McGregor, of $1,291.46, with interest, also mentioned in the will as a part of the trust fund; and the remainder of said sum of $2,000 in cash.

That said Duncan McGregor having requested the plaintiff to put said trust fund in his hands, the plaintiff, in accordance therewith, on the 26th of February, 1850, assigned to him a mortgage given by one Francis Myers to the plaintiff, [387]*387whereon there was due nearly $1,000, $539 whereof was assigned by plaintiff and received by said Duncan as a part of the trust fund; the balance thereof being assigned to pay a debt of the plaintiff to said Duncan. Plaintiff also delivered to said Duncan the said mortgage of the plaintiff to Gregor McGregor, there being then due thereon $1,341.10, and the said Duncan still holds same as such trustee. That plaintiff paid to Ann McGregor the interest on the fund up to 12th November, 1851.

That in -1852 Ann McGregor and her children, Gregor McGregor and Gardner McGregor, commenced a suit in the supreme court of this state against the plaintiff, the defendant Duncan, and against Alexander McGregor, alleging that the trust fund had been invested in lands in the state of Iowa, and claimed as relief therein that the Iowa lands should be adjudged to be the trust fund. That Duncan McGregor answered, concurring with the plaintiffs therein in desiring the same judgment. That the plaintiff answered, denying the investment of the trust funds in Iowa lands. That in March, 1855, the supreme court adjudged that no part of the trust funds were in Iowa lands, and that the fund was still in the hands of the trustees. That appeals were subsequently taken to the general term of the supreme court and to the court of. appeals, and in' both of said courts the judgment affirmed; the latter judgment being entered about 10th of October, 1862, and the remittitur filed in the supreme court on the 18th of October, 1862, whereby it became the judgment of the latter court. That pending the appeal in the court of appeals, Alexander McGregor died, leaving a will, wherein Duncan McGregor was appointed executor, and as such executor he was substituted as a party in said suit in the place of the said Alexander McGregor.

That since the fall of 1852 the said Duncan and Ann G. McGregor ever have been and now are so much at variance with the plaintiff that he cannot discharge his duty as such trustee, in connection with said Duncan, advantageously to [388]*388said trust, on aceount of the extreme hostility of said Duncan and Ann to the plaintiff.

The answer of Duncan McGregor sets forth in substance as follows (the portions moved to be stricken out being ' embraced in brackets):

That Gregor McGregor died in New York in 1845, leaving a will bequeathing to defendant and James McGregor, Jr., a fund of $2,000, in trust for Ann and Alexander McGregor and their children, in the 7th and 8th clauses thereof.

(1st.) [That previous to the making of said will Alexander resided at Prairie Du Chien, in Wisconsin, insolvent, which was the probable reason of the trust, instead of a direct bequest to Alexander. That in 1845 Alexander had purchased certain lands in the county of Clayton, Iowa (describing four several parcels), the title to which was in the plaintiff, but for Alexander’s benefit. That he had also purchased certain other lands in Clayton county, Iowa (describing five other parcels), the title to which was taken in the name of plaintiff and defendant, but at the instance and for the benefit of Alexander, and were to be conveyed to him upon request. Alexander and one Burnett, who owned the two first pieces in common, established a ferry from them across the Mississippi river to Prairie Du Chien. Alexander agreed to purchase of Burnett his interest therein for $1,500, and applied to plaintiff and defendant for the money necessary to effect the purchase; and they, after consultation, agreed that plaintiff should send to Alexander $1,500 for such purpose, which, with $500 lent by James to Alexander, would be equivalent to the $2,000 trust fund,- and this should constitute the trust fund, and James should have for his own use the original $2,000 trust fund. Accordingly, James sent out the $1,500, and Alexander used it for the purchase aforesaid, taking title in name of James, but for Alexander’s benefit'. In 1846 James received the $2,000 original trust fund, and applied same to his own use= The lands in Iowa rose [389]*389in value and became worth about $100,000; and Jame.s being applied to, about July, 1847, to convey them in trust, denied and repudiated the agreement, and refused to perform. The result of this was hostile feelings between th‘e parties, and danger of expensive and angry litigation.]

(2d.) [To restore amicable relations], and to avoid litigation, and to make a final investment of the trust fund, said James of the one part, and Ann and Alexander for themselves and their children of the other part, agreed, in November, (3d.) [1851, to settle and compromise all their difficulties on these terms:

[1. James should quit-claim to Ann all his interest in lands at Prairie Du Chien, in Wisconsin, and McGregor, in Iowa (describing the lands in Wisconsin and Iowa).

[2. James should assign to Ann a mortgage of Alexander to Gregor McGregor, executed in 1842, for $4,000, to which Alexander became entitled as residuary legatee under the will of Gregor McGregor, deceased.

[3. James should assign to Ann a certain land office certificate, issued to S. B.

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Bluebook (online)
35 How. Pr. 385, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcgregor-v-mcgregor-nysupct-1865.