Sherman v. . Skuse

59 N.E. 990, 166 N.Y. 345, 4 Bedell 345, 1901 N.Y. LEXIS 1279
CourtNew York Court of Appeals
DecidedMarch 26, 1901
StatusPublished
Cited by12 cases

This text of 59 N.E. 990 (Sherman v. . Skuse) is published on Counsel Stack Legal Research, covering New York Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sherman v. . Skuse, 59 N.E. 990, 166 N.Y. 345, 4 Bedell 345, 1901 N.Y. LEXIS 1279 (N.Y. 1901).

Opinion

Werner, J.

This action is brought to compel the defendant trustees to account for the property, effects, income and interest received by them to which the defendant Frank Skuse has title, or in which he has an interest under the will of Francis N. Skuse; and to account for all payments made therefrom by said trustees, and out of any balance remaining in their hands to pay the plaintiff’s claim against said Frank Skuse for medical services rendered by the former to the lat *348 ter. Francis FT. Skuse, the father of the defendant, left a will _ by the sixth, seventh, eleventh, twelfth and thirteenth clauses of which he gave to his sons, the defendants James, Thomas and Bichard as trustees, a large amount of real and personal property in trust for the defendant Frank. The direction of the sixth clause of the will is that this property shall be managed and cared for by the trustees and the income, or so much thereof as shall be necessary, they shall use for the support of the testator’s son, Frank Skuse, during his life; and the balance, if any, is directed to be safely invested by the executors. Said sixth clause then continues with a direction authorizing said trustees to transfer any or all of said property to said son Frank whenever in their judgment it shall be for his interest to control the same. It.also provides that in the event of Frank’s death, without having obtained title to said property, it is to be equally divided among the testator’s' sons, James, John, Thomas and Bichard. It is conceded that the trustees have never conveyed to said beneficiary the title to any of the property given to them as trustees. The reason for this form of testamentary provision for the benefit of Frank is found in the undisputed testimony that he is addicted to periodic and excessive indulgence in' intoxicants which renders him at times incapable of prudently managing himself or his affairs. The. history of the plaintiff’s claim is embraced in the following facts. At various times between May 4th, 1894, and August, 1896, the plaintiff, who is a physician, furnished medicines and rendered medical services to the defendant Frank. Under this head the trial court has found “ that the services and medicines so rendered and furnished by the plaintiff for the defendant Frank Skuse were rendered and furnished to him for his personal bodily ailments, and were such services and medicines as were proper and necessary to be rendered by the plaintiff to the defendant Frank Skuse as his physician ; that such services were partly rendered at the house of the defendant Bichard Skuse, who had knowledge thereof, and that they "were so rendered upon the request of the defendant Frank Skuse.” There were fur *349 tlier findings to the effect that the defendant Frank Skuse was insolvent, and that the defendants James, Thomas and Richard, as such trustees, have in their hands unexpended income applicable to the support of the defendant Frank. These findings were not disturbed by the Appellate Division, and are, therefore, binding upon this court. The learned trial court in dismissing the complaint suggested that there are only two forms of action to which these defendants as trustees can be subjected. First. To an action at law upon their undertaking which may be either express or implied ; second, to a suit in equity brought by the beneficiary against the trustee to enforce the trust. The opinion of the Appellate Division reversing the judgment of the Special Term, contains expressions which seem to indicate that the reversal is in part based upon the supposed analogy of this case to that class of cases arising upon trusts under which the beneficiary takes title to the income and in which the creditor seeks to have the surplus, if any, applied to the satisfaction of his claim. We are unable to concur in either of these views. The first of these alternatives we need not discuss because this is not an action at law brought upon the promise of the trustees, either express or implied. If this were in a strict sense an action to enforce the trust it would not come within the rule laid down in Female Association v. Beekman (21 Barb. 565), relied upon by the learned trial court in dismissing the complaint. In that case the plaintiff had absolutely no interest in the trust or in the application of the income. Here the plaintiff is directly interested in the enforcement of the trust, and in the application of a part of the income to the payment of his debt, unless it must be held that the plaintiff can only recover against the insolvent beneficiary. H either can we subscribe to the conclusion of the learned Appellate Division that there is some analogy between the case at bar and the cases of Williams v. Thorn (70 N. Y. 271) and Tolles v. Wood (99 N. Y. 617). These cases arose upon trusts under which the beneficiaries took title to income the surplus of which, beyond what was necessary for their support, was sought to be reached by credit *350 ors. They are not applicable here because they are governed by statutory provisions which place them in a class by themselves. (Real Prop. Law, sec. 78.) Mor is there any analogy to the case at bar in those cases of implied contracts which arise out of the relations of husband and wife, or parent and child. The liability in such cases is based primarily upon the duty of the husband or parent to support the wife or child ; and, incidentally, upon the principles of implied agency which, subject to. certain limitations that need not be discussed here, govern these several relations. Having eliminated from the case the principles and authorities which do not apply, it remains to ascertain upon what theory, if any, this action can be maintained in its present form. To this end we will first briefly refer to the provisions of the trust and to the circumstances out of which the plaintiff’s claim arose. As we have seen, the trust is not one directing payment of income to the beneficiary. Here the income, or so much thereof as may be necessary, is to be applied to the beneficiary’s support. Under such a trust all the income, beyond what is necessary for the support of the beneficiary, goes to those who are to take it under the will if validly disposed of, and if not so disposed of then to those entitled to the next eventual estate. (Read v. Williams, 125 N. Y. 561.) In this case the result would be practically the same in either event, because under the will the trustees, with another brother, are made the residuary legatees, and they are also those who would take the bulk of the next eventual estate. We have, therefore, a case in which the utmost interest of the trustees in the welfare of the beneficiary is inevitably interwoven with a degree of self-interest that will invite, if it does not require, a close scrutiny of their dealings with the trust estate. Plaintiff’s claim is for medical services and medicines. These are necessaries of life, and the trial court has found that they were “necessary and proper.” There is no direct finding that these trustees were derelict in their duty to supply the beneficiary with necessaries; nor do we think such a finding essential to plaintiff’s right to recover. It is to be remembered that this is not a trust for the care and *351 support of an utterly incompetent person. This beneficiary in his sober periods is presumably fully capable of taking care of himself.

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Bluebook (online)
59 N.E. 990, 166 N.Y. 345, 4 Bedell 345, 1901 N.Y. LEXIS 1279, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sherman-v-skuse-ny-1901.