Schley v. Donlin

131 Misc. 208, 225 N.Y.S. 453, 1927 N.Y. Misc. LEXIS 1220
CourtNew York Supreme Court
DecidedDecember 8, 1927
StatusPublished
Cited by9 cases

This text of 131 Misc. 208 (Schley v. Donlin) 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
Schley v. Donlin, 131 Misc. 208, 225 N.Y.S. 453, 1927 N.Y. Misc. LEXIS 1220 (N.Y. Super. Ct. 1927).

Opinion

Townley, J.

Plaintiff moves for judgment on the pleadings under section 476 of the Civil Practice Act and rule 112 of the Rules of Civil Practice. At the outset the answering defendants urge that this court should decline jurisdiction of this suit and relegate the parties to the Surrogate’s Court of the county of New York, where full and adequate relief can be had and obtained. Such defendants further urge that, should this court retain jurisdiction, the answers as served raise issues which should be determined only after trial. The jurisdictional question will be first considered.

The facts disclosed by the pleadings, briefly, are as follows:

On October 20,1913, Mary Ann McGrath made a written contract with one Grant B. Schley, which recited that Grant B. Schley had bought for her account 100 shares of American Tobacco stock, and had paid certain of his own moneys on account of the purchase price, with the object that Mary Ann McGrath should receive the dividends accruing on such stock during her lifetime, and in consideration of such payments so made by Grant B. Schley she agreed in said contract that her last will and testament should provide for three specific legacies, aggregating $1,600, and should devise and bequeath the entire residue of her estate, both real and personal, to said Grant B. Schley and to his heirs and assigns. On the same day, namely, October 20, 1913, Mary Ann McGrath executed a testamentary writing, designated as her last will and testament; ” said will making bequests of the agreed three specific legacies aggregating $1,600, and devising and bequeathing her entire residuary estate to Grant B. Schley and to his heirs and assigns. Grant B. Schley died a resident of New Jersey prior to December, 1917, leaving a will, and letters testamentary were issued in New Jersey to Kenneth B. Schley, the plaintiff in this action.
On April 27, 1918, ancillary letters were issued to plaintiff by the Surrogate’s Court of New York county, and this action is brought by plaintiff as such ancillary executor. Mary Ann McGrath died a resident of New York county on July 23, 1926, and prior to her death had made a second and later will, dated May 6, 1922. [210]*210By the provisions of this later will testatrix made a different disposition of her property and estate, and therein left nothing whatever to Grant B. Schley. This later will of May 6, 1922, was duly admitted to probate in the Surrogate’s Court of New York county on October 6, 1926, and letters testamentary thereunder were issued on October 7, 1926, to the defendant Philip E. Donlin, as executor. Donlin is still acting as such executor, and has collected the property and assets of the McGrath estate.

In this suit the plaintiff, as such ancillary executor of Grant B. Schley, has joined as defendants said Philip E. Donlin, as executor under said last will of Mary Ann McGrath, and also all the legatees named in the later Mary Ann McGrath will of May 6, 1922. The contract of October 20, 1913, and both the earlier and later wills of Mary Ann McGrath are annexed to the complaint. In addition to the above facts, the plaintiff, as such ancillary executor, by his complaint claims to be entitled to receive the entire property and estate of Mary Ann McGrath, and alleges that the defendant Philip E. Donlin, as executor of Mary Ann McGrath, after demand has refused to pay over and deliver to plaintiff the property and assets of her estate now in his possession and control.

The complaint further alleges that plaintiff has no adequate remedy at law and by paragraph XII, “ on information and belief that the plaintiff cannot obtain a full determination of the matters here involved in the Surrogate’s Court,” prays judgment as follows: (1) That it be ad judged and decreed that Donlin, as such executor, holds the entire estate of Mary Ann McGrath for the benefit of plaintiff; (2) for an accounting between Donlin, as executor; and the plaintiff, as such ancillary executor; (3) that Donlin, as executor, be required to pay over all the property and assets of the McGrath estate to plaintiff, after deduction of reasonable and proper administration expenses; (4) that Donlin, as executor, be enjoined during the pendency of this suit from disposing of any of the McGrath property or estate; and (5) that the legatees named in the later McGrath will of May 6, 1922, be forever barred from any right or interest in the McGrath estate.

Two of the defendants, Philip E. Donlin, as executor, and St. Joseph’s Home for the Aged (one of the legatees in the later will of May 6, 1922), have answered; the other legatees named as defendants herein have all appeared, and have defaulted in pleading. The answers served, among other things, deny on information and belief that the plaintiff cannot obtain full relief in the Surrogate’s Court of New York county, and demand judgment “ that the plaintiff be relegated to the Surrogate’s Court of New York County, which court has jurisdiction of the estate of Mary Ann McGrath and which [211]*211court has jurisdiction to try the issues attempted to be raised by the allegations of the complaint herein,” and also demand and ask for certain other appropriate and suitable relief.

The Surrogate’s Court is of statutory creation, and has only such equitable powers as are conferred upon it by statute as construed by the decisions of the courts. The legislative grant of general jurisdiction to the Surrogate’s Court is contained in section 40 of the Surrogates’ Court Act, passed in 1914, as a revision of the Code of Civil Procedure in reference to Surrogates’ Courts, and amended in 1921 (chap. 439) and 1924 (chap. 100). The general purpose of the Legislature in making such revision of the Code in 1914 was well stated by Surrogate Foley in Matter of Parsons (121 Misc. 747, 749): “ The general purpose of the revision of the Code in reference to Surrogates’ Courts made in 1914 (now embodied in the Surrogate’s Court Act) was to centralize and unify all proceedings relating to estates in those courts and to put an end to the former practice, resulting in delay and expense in the settlement of estates, when the parties were remitted to other courts to have disputes determined. This purpose is set forth generally in the introduction to section 40 of the. Surrogate’s Court Act.”

The 1921 amendment to section 40 of the Surrogate’s Court Act was made by the Legislature with the evident purpose and intent of enlarging the equitable powers and jurisdiction of the Surrogate’s Court by adding the following language: “ In addition to and without limitation or restriction on the foregoing powers, each surrogate or Surrogate’s Court shall have power * *

The effect of this amendment was considered by Surrogate Harrington, of Clinton county, in Matter of Peno (128 Misc. 718), where he stated: “ The language * * * would make it seem evident that the equitable jurisdiction of this court [Surrogate’s Court] was no longer limited to the matters mentioned in subdivisions 1-8 of said section [40], but that such * * * jurisdiction obtained in the language of the statute, to ' any proceeding ’ on the return of ‘ any process ’ of said court.”

The existence of a valid contract to execute a will and the fact that a will was executed pursuant to such contract cannot restrain or prevent a decedent from executing another and a later will changing the disposition of his estate. The testator did not thereby incapacitate himself from making another will, but the claim is that his estate is bound by an antecedent obligation. (See Edson v. Parsons, 155 N.

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Bluebook (online)
131 Misc. 208, 225 N.Y.S. 453, 1927 N.Y. Misc. LEXIS 1220, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schley-v-donlin-nysupct-1927.