Stevens v. Fogle

73 Misc. 417, 130 N.Y.S. 1082
CourtNew York Supreme Court
DecidedSeptember 15, 1911
StatusPublished
Cited by1 cases

This text of 73 Misc. 417 (Stevens v. Fogle) 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
Stevens v. Fogle, 73 Misc. 417, 130 N.Y.S. 1082 (N.Y. Super. Ct. 1911).

Opinion

Pooley, J.

This is an action brought by the plaintiff as executor of the last will and testament of Jane Stevens, deceased, under and pursuant to section 1638 of the Code of Civil Procedure, to determine the claim to certain real property situate in the city of Loclcport, N. Y.

[418]*418The plaintiff herein as executor, now acting and duly qualified as such, claims to have the fee to the property in question under and by virtue of the will of Jane Stevens, deceased, which was duly admitted to probate by the surrogate of Niágara county. This contention is denied by the defendant, who claims to be the owner in fee under and by virtue of a certain deed conveying certain properties, among which the defendant contends the particular parcel here in question is included; and it is really for the purpose of determining who is the actual owner of this property that this action has been brought.

To successfully maintain this action, it is incumbent upon the plaintiff, under section 1638 of the Oode, to establish that “ a person has been, or he and those whose estates he has, have been for one year in possession of real property, or of any undivided interest therein, claiming it in fee, or for life, or for a term of years, not less than ten.”

The allegations of the complaint are that the plaintiff is the owner in fee so that our consideration of the interest of the plaintiff in the property in dispute is limited to whether or not the plaintiff as executor, by virtue of the terms of the last will and testament of Jane Stevens, deceased, is actually the owner in fee of the property in question.

The provisions of the will of Jane Stevens by reason of which the plaintiff claims to be the owner in fee of the said property are as follows:

“ My will is that my executors hereinafter named shall, as soon after my decease as conveniently may be, due regard being had to the interests of the parties concerned, sell and dispose of all my property and estate, both real and personal, and convert the same into money, and after paying from the proceeds and avails thereof all my just debts and funeral expenses, the remainder of said proceeds and avails I give and bequeath to my nine children.

“And my said executors are hereby authorized to execute and deliver all such deeds and other, instruments which may be necessary or proper to carry into effect this my will, and to sell and convey my real estate upon" such terms of credit, and to take such securities for the purchase price or prices [419]*419not paid down, ás in their judgment will best promote the interests of all concerned.”

It is the contention of the plaintiff herein that the foregoing creates a trust in the plaintiff herein and gives to him as executor a fee to the properties in question.

It is the contention of the defendant herein that the quoted provisions of the will merely create, in so far as the executor is concerned, a power of sale which he has the right and authority to exercise with respect to the said properties, but that the fee to the said properties, immediately upon the death of said Jane Stevens, passed to her heirs at law, or upon the admission to probate of her said last will and testament to devisees thereunder.

Assuming for the moment the contention of the plaintiff to be true, we must find that, under section 96 of the Beal Property Law, the trust created- by the terms of said will must come within one of the following classifications: “ 1. To sell real property for the benefit of creditors. 2. To sell, mortgage or lease real property for the benefit of annuitants or other legatees, or for the purpose of satisfying any charges thereon. 3. To receive the rents and profits of real property, and apply them to the use of any person, during the life o-f that person, or for any shorter term, subject to the provisions of law relating thereto. 4. To receive the rents and profile of real property, and to accumulate the same for the purposes, and within the limits, prescribed by law.”

There is no suggestion in the will that the real property in question is to be sold for the benefit of creditors, or for the benefit of annuitants o-r other legatees, or for the purpose of satisfying any charges thereon; so that, if an express trust in reference to this property is created, i-t must have been created either under subdivision 3 or subdivision 4 of section 96. Within either one of these two subdivisions there must be a devise to the executor, together with a trust creating the power and authority to receive the rents and profits of the real property -and to apply them, either, for the use of a particular person during -the life of that person, or for the purpose of accumulation within the limits prescribed by law.

After a careful examination of the will, we fail to find any [420]*420such power or .authority conferred, by the terms thereof upon the executor therein named, the present plaintiff, and we are, therefore, forced to the conclusion that the will of Jane Stevens did not create an express trust within any of the subdivisions or classifications of section 9.6 of the Real Property Law. Train v. Davis, 49 Misc. Rep. 162; affd., 114 App. Div. 903, without opinion; Matter of Murray, 124 id, 551.

Attention has been called to section 97 of the Eeal Property Law, which provides as follows: “ Certain devises to be deemed powers. A devise of real property to an executor or other trustee, for the purpose of sale or mortgage, where the trustee is not -also empowered to- receive the rents and profits, shall not vest any estate in him; but the trust shall be valid as a power, and the real property shall descend to the heirs, or pass to the devisees of the testator, subject to the execution of the power.”

In the absence of an express authority to the executor to collect the rents and profits, we are led to the conclusion that what was actually conferred upon the executor by the terms of said will was simply a power to sell and that the fee to the property in question passed to the heirs at law or devisees, of the testator, subject to the execution of such power. Coann v. Culver, 188 N. Y. 9.

It has been urged that the use of the words “ proceeds and avails” in the will is sufficient to warrant the conclusion that something other than the proceeds from the sale .of the property was meant and intended by the executor. We cannot, however, agree with this proposition, and, when the words “ proceeds and avails ” are read in conjunction with the words “ sell and dispose of all my property and estate both real and personal, and convert the same into money,” we are inclined rather to the view that the words proceeds and avails ” in connection with the other words in the will were intended to read “ only the moneys' received from the property both real and personal, after the execution of the power of sale by the executor.” Train v. Davis, supra; Allen v. DeWitt, 3 N. Y. 276; McNaughton v. McNaughton, 34 id. 201.

[421]*421We do not undertake to read info' this will, as is urged by the plaintiff herein, the right of .the executor to collect the rents and profits by reason of the simple expression “ proceeds and avails,” as they are used in this connection.

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Bluebook (online)
73 Misc. 417, 130 N.Y.S. 1082, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stevens-v-fogle-nysupct-1911.