Towner v. Tooley

38 Barb. 598, 1860 N.Y. App. Div. LEXIS 234
CourtNew York Supreme Court
DecidedJuly 2, 1860
StatusPublished
Cited by6 cases

This text of 38 Barb. 598 (Towner v. Tooley) 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
Towner v. Tooley, 38 Barb. 598, 1860 N.Y. App. Div. LEXIS 234 (N.Y. Super. Ct. 1860).

Opinion

Mullin, J.

This action is brought to recover of the defendants, as administrators, the amount of two legacies bequeathed by Jeremiah Tooley, deceased, to his daughters Florida and Hannah. The plaintiff is the husband of Florida, and claims to recover her legacy, as owner, by virtue of his marital rights, and Hannah has assigned to him her right of action for her legacy. There are two counts in the complaint, one on each legacy. They are alike, except in the allegation relating to the right in which the plaintiff claims to recover. By the will of the testator provision is first made for his wife, then legacies are given to eight of his children, and lastly he orders and directs that his youngest son, Eichard, pay or cause to be paid ad and every of the above sums [600]*600to each individual above named, in three equal annual payments, after his decease. And to reward Eichard for making such payments, he bequeathed unto him all his personal property not given to his wife, and all his freehold property in the town of Marshall, subject to a life estate of his wife in one third part of it, and the residue of his real estate he gave to all his children equally. The widow was appointed executrix of the will. She declined to accept the trust, and the son Bichard was appointed administrator with the will annexed, and gave a bond in the penalty of $3000 on his appointment, with two sureties, with the condition therein that if he faithfully executed the trust and obeyed all orders of the surrogate of the county of Oneida, the same should become void. Enos Austin and Fimbria Tooley were the sureties in said bond.

Bichard took possession of the personal property, afterhis appointment, and administered as aforesaid. In 1850 said Bichard died, in the county of Oswego, leaving a widow, who afterwards married the defendant Thomson, and the latter in right of his wife was duly appointed administrator of the goods &c. of said Bichard, by the surrogate of Oswego county.

Fimbria Tooley, one of the sureties, died in 1855, and in 1857 the defendant Louisa Tooley was duly appointed his administratrix, by the surrogate of Oneida county. Enos Austin, the other surety, died in 1843, and in 1845 there was a final settement and accounting and distribution of his estate by and before the surrogate of Oneida. After the death of Bichard Tooley, the defendant Jeremiah Tooley was appointed administrator of that part of the estate of Jeremiah left unadministered by said Bichard.

It is charged in the complaint that Bichard died insolvent. That'nothing remains of the estate of Jeremiah, deceased, which the present administrator can reach, nor can he obtain any thing from the estate of said Bichard, although he died largely indebted to the estate of said Jeremiah. Bichard did not pay the said legacies, nor did he account before the surrogate as such administrator, by reason whereof the con[601]*601dition of said bond has been broken. The complaint prays for an accounting and settlement touching the estate of Jeremiah Tooley, deceased, and of the estate of Richard, deceased, and a judgment declaring the liability and indebtedness of said Richard as administrator, and of hi's estate and personal representatives, to pay said legacies, and that there be a judgment that the defendant Louisa, as administratrix of Fimbria Tooley, surety as aforesaid, pay said legacies. The defendants demur to the complaint, and to each count or cause of action, on seven distinct grounds.

One of the principal grounds of demurrer is that the duty of paying the legacies is imposed on Richard as devisee, not as administrator with the will annexed, and he was never liable as administrator, on his bond; especially when there were no assets in the hands of the administrator when suit was brought. That neither Richard nor the administrator of the surety is liable on the bond. If the defendants are right in this proposition it disposes of the case and renders further examination unnecessary.

In Harris v. Fly, (7 Paige, 421,) the testator gave to his son his farm in fee, subject to a life estate devised to his wife. He gave legacies of $1000 each to his two daughters, to be paid them by his son, the devisee of the farm. The testator appointed his son and two others executors, and authorized them to dispose of so much of his personal property as was necessary to pay his debts, and expenses of administration. The will concludes as follows: And finally, all the rest and residue of my estate and effects real and personal, not herein-before mentioned or otherwise effectually disposed of, after payment of all my debts, legacies and personal expenses and other charges and deductions as aforesaid, I give and devise unto my son Aaron.” Aaron was the devisee of the farm. The chancellor says : “ the testator does not in terms create an equitable charge upon the devised premises, for the payment of the two legacies to the daughters. But that was not necessary, as the charge of a legacy upon the real estate [602]*602of the testator, either in aid of or in exoneration of the personalty, may he and frequently is created by implication merely. The personal estate is the primary fund for the payment of debts and legacies. * * * ® But when the real estate is devised to the person who by the will is directed to pay the legacy, it has frequently been decided that such legacy is an equitable charge upon the real estate so devised, although the devisee is also the executor, or is the residuary legatee of the personal estate, unless there is something in the will itself to indicate a contrary intention on the part of the testator.” In Dodge v. Manning (11 Paige, 334) the chancellor held, under a will similar to the preceding one, as he held in 7th Paige, that, the legacies were an equitable charge on the land, and also that in' such case when the devisee accepts the estate devised to him, he is personally liable. (See also McLachlan v. McLachlan, 9 Paige, 534; Dodge v. Manning, 1 Comst. 298 ; 1 Paige, 407.)

It was held in Hoes v. Van Hoesen, (1 Comst. 120,) that the general rule is that the personal estate of a testator is the primary fund for the payment of legacies, and a testator is presumed to act upon this legal doctrine, unless a contrary intent is distinctly manifested by the terms and provisions of the will; and .that when the personal estate is not in terms exonerated, and is not specifically given'away by the will, it will be deemed the primary fund for the payment of legacies, notwithstanding such legacies, by the terms of the will, are expressly charged upon the persons to whom the real estate is devised. The charge upon the devisee in such case will be deemed in aid and not in exoneration of the primary fund.

These cases establish three propositions applicable to the case in hand: 1st. That the legacies for which the action is brought are an equitable charge on the land devi’sed to Bichard ; 2d. That Bichard having accepted the devise, was personally liable for the said legacies; and 3d. That the personal estate must be first exhausted before resort is had to the real.

The personal estate referred to in the last proposition is not [603]*603only that of the testator, but of the devisee upon whom or whose land the legacies are charged by the will. ( McLachlan v. McLachlan, 9 Paige, 534.)

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Cite This Page — Counsel Stack

Bluebook (online)
38 Barb. 598, 1860 N.Y. App. Div. LEXIS 234, Counsel Stack Legal Research, https://law.counselstack.com/opinion/towner-v-tooley-nysupct-1860.