Scofield v. St. John

65 How. Pr. 292
CourtNew York Supreme Court
DecidedJune 15, 1882
StatusPublished
Cited by2 cases

This text of 65 How. Pr. 292 (Scofield v. St. John) 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
Scofield v. St. John, 65 How. Pr. 292 (N.Y. Super. Ct. 1882).

Opinion

Van Vorst, J.

By her last will and testament, the testatrix, Louisiana. Sfa. John,, gave to each of the executors [293]*293thereof, the sum oE $1,000 “ in addition to the commission or allowances they would be entitled to bylaw ” as such executors. The testatrix died on the 22d day of July, 1879, but her will was not admitted to probate until the 17th day of March, 1880. After the will had been offered for probate, but before it was actually proven, Harvey A. Sackett, one of the executors named therein, died, and a claim is now made by the representative of his estate for the payment of this legacy of $1,000 given to each executor. This is objected to by the residuary legatees.

Cases with facts somewhat kindred to the above have frequently arisen, and sometimes the claim on behalf of the representatives of a deceased executor have been sustained, and at other times rejected. There is, in fact, an apparent conflict in the cases.

It is said in Roper on Legacies, 780, “ that if executors die before taking on themselves the trust, the condition upon which the legacies are given not being performed, they cannot be claimed.” And in Williams on Executors, 1394, it is said, “ if the legatee prove the will with an intention to act under it, that will be a sufficient performance of the condition, or if he unequivocally manifest an intention to act in the executorship, as by giving directions about the funeral of the testator, and be prevented by death from further entering upon his office, that will also be a performance of the condition.” The latter view is clearly sustained by the case of Harrison agt. Rowley (4 Vesey, 215).

In re Hawkins' Trust (33 Beav., 570), where the bequest to the executor was for his trouble,” it was held not to be payable, the executor having been prevented by severe illness from proving the will, and from ever acting.

The cases in which gifts to executors have been upheld although they have not acted as such, rest upon the ground that the gifts were not made to them strictly as such, or conditionally. Thus In re Derby (3 D. F. & J., 350) where the legacy was “ to my friend T. S. of M., banker’s clerk, and one [294]*294of the executors of this my will,” the gift was held to be unconditional (Burgess agt. Burgess, 1 Coll., 367; Bubb agt. Yelverton, 13 L. R., 131). But where the gift is made -to the executors strictly as such", and they manifest no intention to act, and in fact omit wholly to act or renounce, they cannot take the gift (Calvert agt. Sabbon, 4 Beav., 222; Morris agt. Kent, 2 Edw., 175; Redfield on Wills [2d ed.], 561).

In Slanery agt. Watney (2 Eq. L. R., 418) one of the executors never in any manner acted in the execution of the will, and the court held that the bequest was clearly annexed to the office, and therefore the executor and trustee who never acted is not entitled.”

In Lewis agt. Matthews (8 Eq. L. R., 277) an executor to whom a legacy was left “ for his trouble,” being in Australia at the death of the testator, sen't a power of attorney under which another person administered the estate, the executor died without proving the will. It was held that the executor had sufficiently shown his intention to act under the trusts of the will to entitle his representatives to the legacy, and that “ it was not absolutely necessary to prove a will to entitle a person to a legacy as executor.”

I think I have sufficiently noticed the cases upon this subject to indicate the principle by which they are controlled. The disposition of the court is to uphold the gift, when it can be plainly seen that the legacy was not made to the executor strictly as such, though he has not acted or shown a disposition to do so. And in the cases where the gift was not absolute, but conditional, to uphold the same, if the executor has manifested an unequivocal intention to act, and has done all that he could in the direction of accepting the office and the trusts, and has been prevented by death from fully clothing himself with all the power needed through an actual probate of the will.

An executor can legally perform certain acts in his offiee as such before probate of the will. He can present the will for probate; he can provide for the expenses of the funeral [295]*295of the testator; he may take needed steps for the preservation of the property (3 Bed. on Wills [3d ed.], 21).

■ In the case before us the executor showed a clear intention to fully accept the office. lie was present at the funeral, and accompanied the remains from New York city to the place of burial in the western part of the state. He informed himself of the nature of the trusts by an examination of the will and making a copy thereof. Immediately after the funeral he proceeded to an examination into the condition of the property of the estate, and conferred with the other executors in respect thereto. He joined in offering the will for probate in the surrogate’s court, and when objections were made he conferred with the other executors in respect to the selection of a proper person as receiver during the pendency of the proceedings while the objections were under consideration. He changed his business matters to give attention to the will and its purposes. He made efforts to secure a withdrawal of the objections, so that the will might be proved, and expressed a determination to accept the office and the trusts. He incurred expense and loss of time In going from his residence in New Jersey to the city of New York, on several occasions, in respect to the estate and in virtue of his appointment as executor under the will.

There is not the shadow of a doubt but that he intended to qualify, and that but for the delay in the probate he would, .before his death, have taken every step needed to exercise the .office fully. Nor is there any doubt but that he was acting until his death as best he could under the trusts of the will.

And in order to entitle his representatives to take this legacy the deceased executor, under the facts, must be considered to have done all that in good faith he intended to do in the direction of fully accepting the trusts.

It is urged, however, that the legacies could only be taken by such of the executors as were entitled to legal commissions, and that a failure to earn the commissions would of'itself disentitle the person so failing to the legacy.

[296]*296I am not prepared to place so narrow a construction upon this legacy. The gift is independent of the commission and in addition thereto. It does not necessarily follow that the condition to receiving the legacy is a lawful claim to commissions. But otherwise I conclude that an acceptance of the trust, and the performance of acts which clearly show an intention to assume all the responsibilities and duties of the office, would be sufficient to entitle the representatives of the deceased executor to the legacy, although they might not have a legal claim for commission.

Objections are also made by the residuary legatees to the following clause of the will:

“Four or eight thousand dollars to be applied in the purchase of a house and lot in the city of Hew York, the use of which I give and bequeath unto my said housekeeper, Mrs.

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

Related

Holmes v. Walter
62 L.R.A. 986 (Wisconsin Supreme Court, 1903)
Fletcher v. Hurd
14 N.Y.S. 388 (New York Supreme Court, 1891)

Cite This Page — Counsel Stack

Bluebook (online)
65 How. Pr. 292, Counsel Stack Legal Research, https://law.counselstack.com/opinion/scofield-v-st-john-nysupct-1882.