Rochester Trust & Safe Deposit Co. v. Brown

116 Misc. 184
CourtNew York Supreme Court
DecidedJuly 15, 1921
StatusPublished
Cited by2 cases

This text of 116 Misc. 184 (Rochester Trust & Safe Deposit Co. v. Brown) 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
Rochester Trust & Safe Deposit Co. v. Brown, 116 Misc. 184 (N.Y. Super. Ct. 1921).

Opinion

Stephens, J.

Rosabel Skinner died February 26, 1910, leaving a last will and testament by which she gave all her property to her husband, Arthur T. Skinner, and appointed Him executor thereof; besides her husband the defendant left her surviving as her only heirs and next of kin, a brother, W. Frank McLean, plaintiffs’ testator, and the defendant Katherine E. Haines, a sister, Preston Wright, a nephew, and Nancy Wright, a niece; there were also living at the time of her death, Eva I. McLean, the wife of W. Frank, and the latter’s children, George V. and the plaintiff Kathleen McLean Russell, and Arthur, the son of the defendant Haines.

The will of said Rosabel Skinner was duly probated in the Surrogate’s Court of Steuben county; letters testamentary were not issued to the husband of said decedent for he renounced the appoinment as executor and letters of administration, with the will annexed, were issued to him and said W. Frank McLean; the property of said decedent, which con[187]*187sisted of personal property only, passed into the possession, and continued under the active management, of the last named administrator, and was in his possession at the time of his death, December 31, 1919.

On March 10, 1910, Arthur T. Skinner duly executed a will, and after certain specific bequests he gave all of the property that belonged to the estate of his wife to said W. Frank McLean and the defendant Haines, share and share alike, and appointed the said W. Frank McLean to be the executor thereof; this will affected no other property; he made another will and codicils later, to which further reference will need to be made; said testator died December 30, 1920; his two wills and a codicil to each of them were duly admitted to probate by the Surrogate’s Court of Steuben county, March 21, 1921, and letters testamentary issued to the defendant Chapin Brown. On the same day the newly qualified executor of the wills of Arthur T. Skinner was duly appointed administrator with the will annexed of Rosabel Skinner.

On February 24,1920, the will of W. Frank McLean, who died December 31, 1919, was probated in the Surrogate’s Court of Monroe county, and letters testamentary were issued to the plaintiffs, Rochester Trust and Safe Deposit Company and Kathleen McLean Russell, and as such executors they came into the possession of and still have the personal property of .the Rosabel Skinner estate.

George V. McLean assigned to his father, whom he predeceased, all of his interest in the said property, derived from the several wills and agreement; and Arthur Haines assigned his interest, coming from the same source, to his mother, the defendant Katherine E. Haines.

On March 22, 1921, after his qualification as executor of the will of Arthur T. Skinner, and as adminis[188]*188trator with the will annexed of the estate of Rosabel Skinner, the defendant Chapin Brown instituted by petition a proceeding in Surrogate’s Court of Steuben county for an accounting by the plaintiff executors of the personal property belonging to the estate of Rosabel Skinner and citation was directed to be issued to said executors, returnable in said court on April fourth; the proceeding was adjourned for a week but before the adjourned date the injunction that has provoked this motion was granted, restraining said Chapin Brown from taking any further proceeding in the premises.

This action was commenced by the service of a summons and complaint upon the defendant Chapin Brown on March 21, 1921, immediately after his appointment in the two respective capacities in which he is described in the title of the action.

If the facts above stated were all the circumstances upon which the plaintiffs predicate their action and their right to injunctive relief they would necessarily fail in their endeavor and the restraint imposed upon the defendant Brown immediately removed; but all the facts alleged in the moving papers have not been stated and it is upon those thus far unrevealed that the plaintiffs rely to justify their action.

The complaint substantially alleges that soon after the death of Rosabel Skinner and before her will was offered for probate her surviving heirs at law and next of kin above mentioned on being apprised of the terms of her will dated July 25, 1881, before mentioned, represented to Arthur T. Skinner that there was a later will, making a different disposition of the decedent’s property arid that they would oppose the probate of the earlier instrument and try to establish the later testamentary provisions; that after some negotiations by way of compromise, the said Arthur [189]*189T. Skinner executed his will of March 10, 1910, disposing of the property of his late wife in accordance with her wishes contained in the alleged later will and on the following day the parties entered into an agreement in writing, of which the will of Rosabel and the will of Arthur T. Skinner was a part, in which it was stipulated that Arthur T. Skinner should receive the income of his.wife’s property during his life, should make no other testamentary disposition of it and that W. Frank McLean should be associated with him as administrator of the will annexed of Rosabel; the heirs and next of kin of Rosabel thereupon consented to the probate of her will, and it was admitted to probate as above stated.

The said Arthur T. Skinner executed a second will March 27, 1912, and a codicil thereto on February 14, 1917, disposing of property that he himself had acquired and confirming the will of 1910 that related solely to the property of his late wife; we are not concerned, therefore, about this will or codicil.

Our sole interest attaches to the codicil made June 24, 1920, to said will of 1910; in it the testator, Arthur T. Skinner, recited the death of W. Frank McLean, the executor named in it and th legatee of one-half the residuary estate passing under said will, and the death also of George V. McLean, a legatee under said will; he then declared that the legacies given to said legatees had lapsed and he bequeathed the total amount of said legacies to his wife, the defendant here, Nellie F. Skinner; he also bequeathed to his said wife the total amount of any other legacies which were given in said will to any person who might die befo,re his decease; in all other respects he ratified and confirmed said will, and appointed the defendant Brown to be the executor of it.

Upon the facts thus summarized the plaintiffs’ [190]*190demand is, briefly stated, that Arthur T. Skinner’s said will of 1910 be established as his last will affecting the property formerly of Rosabel Skinner; that the codicil thereto be declared inoperative; that the plaintiff executors be permitted to account to this court for the property received by their testator from the estate of Rosabel Skinner and to surrender the same to whom the court shall direct; that the defendants Chapin Brown in his representative capacities and Nellie F. Skinner be excluded from all interest therein and enjoined from asserting any interest; that they account for any such property received by them and that it be adjudged that the legacies to W. Frank McLean and George V. McLean did not lapse and that their rights and interests under said will and agreement of 1910 passed to and vested in the executors of the will of said W. Frank McLean.

The question for determination is whether the Supreme Court should assume jurisdiction of the controversy, prohibit the Surrogate’s Court from acting, or leave the latter court with a free hand to dispose of it.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re the Estate of Ledyard
170 Misc. 365 (New York Supreme Court, 1939)
In re the Estate of O'Connell
123 Misc. 955 (New York Surrogate's Court, 1924)

Cite This Page — Counsel Stack

Bluebook (online)
116 Misc. 184, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rochester-trust-safe-deposit-co-v-brown-nysupct-1921.