Judges: McTllin, Smith, Talcott
Filed Date: 4/15/1877
Status: Precedential
Modified Date: 11/12/2024
This is an appeal from the decree of the surrogate of Monroe county, finally settling and adjusting the account of William G-. Markbam, as executor of the estate of Wayne Markham, deceased. The plaintiff: is the granddaughter of the deceased, and sole legatee for life of the whole estate of the deceased, with remainder to the heirs of her body, share and share alike. She and her children are the sole lineal descendants of the testator, who died at the town of Rush, in Monroe county, in August, 1872, at the age of seventy years and upwards. The respondent William G. Markham, of the town of Rush, a nephew of the deceased and a son of Guy Markham, of Rush, is one of the executors named in the will of the testator, and caused it to be proved before the surrogate of Monroe county, and took upon himself the sole trust and duty of the execution of the will, the other persons named therein as executors being residents of the State of Michigan. The proceeding for a final accounting was at the instance of the said executor. Iiis account presented for settlement, as his -final account, credits the. estate of the testator with the sum of $6,002 in the bank of Avon at the time of the decease of the testator, fifty-two dollars in cash in the possession of the testator, and other amounts realized by the executor from the sale of small amounts of personal property, the whole estate amounting to $6,199.75. The said account credits the executor for funeral expenses paid, and for the expenses of administration, including twenty-nine dollars for counsel fees, the whole amounting to $636.79. The executor then makes a charge, as follows:
“ To amount claimed by the executor jointly with Mary Markham, Emma Puffer and Isabella Hunsford, under a contract with testator for his maintenance during his natural life, $5,542.06,” being the precise balance of the estate which had come to the hands of the executor.
The appellant having been cited appeared before the surrogate, and interposed objections in writing to the allowance of said account, in substance as follows:
Eirst. That the executor has not credited the estate or charged himself with interest on the cash in the bank of Avon, although he has had the use of and interest upon the said sum of money in said bank of Avon and elsewhere.
First. That the said claim as charged in said account is wholly false and fictitious, and is not a legal charge against said estate or said executor, nor is said estate or said executor hable for the payment of the same or any part thereof.
Second. That said executor has not paid said amount or any part thereof to any person.
Third. That no voucher evidencing such payment is produced.
Fourth. That no claim for the payment of said amount of $5,512.96 has been presented by, or on behalf of said executor alone, or with other persons, to the surrogate, supported by affidavit as required by statute in case of claims made by executors against the estate in their hands for settlement.
Fifth. No proper or sufficient proof of said claim has been made before said surrogate.
The objections of the appellant contain three other objections to the said account and the affidavit accompanying the same, and conclude with an objection that the surrogate has no jurisdiction or authority to pass upon or allow the disputed claim of Mary Markham and others, whether considered separately or jointly with the claim of the executor. Upon filing the said objections, the surrogate overruled all the objections to his jurisdiction, and made an order, referring it to an auditor to hear, examine and report on the claim made by the executor jointly with Mary Markham and others. The auditor reported in favor of the allowance of the ■ claim, and the testimony taken before him constitutes a part of the case. From the auditor’s report of the testimony it appears that, at the commencement of the proceedings before him, it was agreed by the parties that the said auditor should take the proofs of the said claim and pass upon and determine the samé, and report thereon to the siu'rogate, with his opinion, in pursuance of the order of the surrogate. The auditor made his report sustaining the claim on the 17th of July, 1875. On the 27th day of July, 1875, the attorney for said executor filed a paper in the office of the surrogate, containing a statement of the claim, by Emma Puffier, Mary Markham and M. Isabel Dunsford, with their several affidavits that the same
The long controversy which has existed on this subject in the courts was, as we understand} finally put at rest by the decision of the Court of Appeals in the case of Tucker v. Tucker (4 Keyes, 136). A reference to the various preceding decisions of the various courts on the subject may be found in the elaborate opinion of the surrogate of New York, in The Matter of the Estate of Jolm Shaw (1 Tucker, 352.)
In the case of Tucker v. Tucker (supra; also reported in 4 Ahbott’s Decisions of the Court of Appeals, 428), it is expressly' held, that upon a final or litigated accounting of an executor, the surrogate has no jurisdiction to try the validity and amount of a disputed demand against the estate. That the consent of the parties to go on before the auditor cannot be sustained as an arbitration, is also held in the same ease, upon the ground that consent cannot confer jurisdiction of the subject-matter, upon a court professing to act as such, but proceeding without jurisdiction of the subject.
The whole proceeding by and before the surrogate of Monroe county, in this case of a disputed claim against the estate, by which the claim was allowed was coram nonjudice, and void. But, as we are desired to examine the merits of the claim itself, we proceed to do so, in the hope that it may possibly tend to prevent further litigation between the parties.
It appears that the testator had been for some time a resident of Kalamazoo, in the State of Michigan, where he made his will bearing date the 18th day of March, 1871, while he was residing in the family of appellant and her husband. About the month of April, 1871, he wrote to his brother, Guy Markham, of Rush, in the county of Monroe, in this State, that he had had some misunderstanding or difficulty with Shakespeare, the husband of the appellant, and that he was under the necessity of seeking a new home, and that he would like to come and live with the said Guy Markham and his (Guy’s)
Guy Markham lived on a farm of 250 acres in the town of Rush, owned by him, but the business of the farm was carried on by the defendant, William G. Markham, and in his name, and it was understood that all the produce of the farm belonged to William G., without, so far as appears, any definite agreement. Guy Markham had also three daughters, who superintended the household matters, and it was understood in the family that the said three sisters were jointly interested with William G. in the avails of the farm, although no definite arrangement to that effect existed between them. Guy Markham and his wife lived in the family. One of the daughters, Mrs. Puffer, resided with her husband in South Carolina, but was generally at her father’s house in Rush, during the summer. Another one of the daughters, Mary, was frequently absent from home. The testator appears to have been a carpenter by trade, but had been engaged in carrying on a bookstore in Kalamazoo, in copartnership with the appellant’s husband. After the testator came to Rush, he fitted up a room in the house for himself, and occupied the same until his death. Soon after he came to Rush, some talk was had about the . terms on which he was to live there, but no definite agreement was made until some time1 about the month of July, 1812, when the children all being at home, the testator caused them all to be assembled together with
Mr. Puffer states, in reference to the assembling together of the family, when the contract was made: “ He wanted to see the whole family together to have it sanctioned, and have my consent to it.”
Mr. and Mrs. Guy Markham were present at the conversation when the agreement was made, as members of the family. Guy Markham was the owner of the house in which the testator lived, and of the farm, from which, at all events, the principal part of his support was expected to be furnished, and was the head of the
The will of the testator, before referred to, appointed the defendant, "William G. Markham, as one of the executors. He propounded it for probate, and he only of the persons named as executors took upon himself the trust and duties.
It was well known in the family that the testator had such a will, and on one occasion he went with Guy Markham to the neighboring village of Avon, with the avowed ptu’pose of having his will changed. The executor admits that he knew the testator had a will, but did not know the contents of it. He had before told Guy Markham that “ he wanted to alter it so that Shakespeare should not get any of his property.” So that it was known in Guy Markham’s
The plaintiff and her children are the only lineal descendants of the testator, his sole heirs at law, and the natural objects of his bounty as well as his universal legatees.
The estate of the testator, at the time of the arrangement with the family of Guy Markham, seems to have consisted almost entirely of personal property, such as bonds, mortgages and notes, and money deposited in bank.
The only interest he appears to have had in real estate at that time was some title or interest in two cemetery lots, one at Clark-son, in Monroe county, where his wife had been buried, and in which the testator desired and expected to be and was buried, and one at Kalamazoo. Probably these cemetery lots were not understood to be embraced in what the testator termed his property, or his “ means,” and were not intended by him, or understood by the other parties, to be embraced in the arrangement or understanding, such as it was, in reference to the disposition of his property after his death, as a compensation to those who should take care of him untiThe died. "We do not think, therefore, that the supposed contract. was void, under the statute of frauds, as an agreement to con
Where a party renders services to another in the expectation of a legacy, and in sole reliance on the testator’s generosity, without any contract, express or implied, that compensation shall be provided for him by will, and the party for whom such’ services are rendered dies without making such provision, no action lies, but where, from the circumstances of the case, it is manifest that it was understood by both parties that compensation should be made by will, and none is made, an action lies to recover the value of such services. (Martin v. Wrights Admrs., 13 Wend., 460; Patterson v. Patterson, 13 Johns., 379; Jacobson v. Le Grange, 3 id., 199; Lisk v. Sherman, 25 Barb., 433; Quackenbush v. Ehle, 5 id., 469 ; Erben v. Lorillard, 19 N. Y., 299; Robinson v. Rayner, 28 N. Y., 494; Graham v. Graham, 34 Pehn. St., 475.)
There is, upon the authorities, no doubt that in a case where a certain and definite contract is clearly established, even though it involves an agreement to leave property by will, and it has been performed on the part of the promisee, equity in a case free from all objection on account of the adequacy of the consideration, or other circumstance rendering the claim inequitable, will compel a specific performance, though as an original question it might be considered doubtful whether in any such case, especially when the contract is sought to be established by parol testimony, so patent a means for the evasion of the provisions for the security of property, furnished by the statute of wills, should have been allowed. But courts of equity having been pressed by the hardship of particular cases, and the unreasonable and, perhaps, often fraudulent conduct of the decedent have made precedents on the subject which have resulted in the establishment, as a principle of equity law, that in such cases the court will often decree a specific performance, and charge those holding the property under the will with a trust for the benefit of the party to whom it was agreed to be given. (Parsell v. Stryker, 41 N. Y., 480.) But in the cases in which such con
But waiving the question arising upon the statute of frauds, we think the contract, as appearing in the evidence, is too uncertain to require a specific performance — such a performance as this executor has undertaken to render by his account. First. It seems to us, if it be admitted that the executor and his sisters were at all interested as contracting parties, yet Guy Markham was also interested as the principal party contracting with the testator. Second. The amount to be given, after the death of the testator, to the parties "who should have supported and taken care of him till death, was obviously, as shown by the repeated declarations of the testator to various members of the family, intended as a compensation for such services, and to go to the person or persons only who had performed such services.
There was no contract to devise or bequeath' to the executor and his sisters jointly, share and share alike, the entire amount of the testator’s estate, and it is evident from the testimony that the services of all were not equal, or expected to be so. Third. The services to be rendered were uncertain in then- character, not only in respect to
In this case, the testator, a man in general good health and active for his age, came to reside in the family of his brother in May, 1811, doing chores and other light work about the farm as, at least, part compensation for his support. He died in August, 1812, after
We think the trae rale in such cases, especially when based upon weak and vague parol arrangements, is to be found in Martin v. Wright's Administrators (13 Wend., 460), and Robinson v. Raynor (28 N. Y., 494), and that in this0case the claimants, whoever they may be, would only be entitled to recover for the actual value of the services rendered, as upon a qua/ntrum meruit, in an action before some tribunal competent to pass upon the disputed claim. Of course the amount to be recovered by the party or parties entitled to recover in such action, is to be settled by the tribunal before which it is presented for adjudication. It should be the amount which the ■board of the testator and his nursing during his last sickness were reasonably worth, deducting the valu<? of his services upon the farm. The amount of his property left at his decease furnishes' no criterion or standard by which the amount to be recovered is to be measured.
The appellant, in her petition of appeal to this court, amongst other things, alleges for error that the executor, in the account as finally settled by the surrogate, is' charged with interest for six months only on the cash in bank at the time of the testator’s death, $216, whereas he should have been charged with interest from the time the letters testamentary were issued, on $5,542.96, which would be, it is claimed, about $1,160.Y6. It appears from the executor’s own testimony that the money was at some time transferred to the pri - vate account of the executor in the bank to his account not as executor, but as a private individual. The time when this transfer took place is not mentioned. It appears that, up to the time of his death, the bank was, by some arrangement, allowing the testator a certain rate of interest on the deposit, and interest was credited to him on
"We think the credit to the executor for the $260, counsel fees, and also of the sixty dollars for auditor’s fees, was improper. There appears in the case- no particulars or vouchers for these charges. At the time of presenting his final account, the executor then charged for counsel fees twenty-nine dollars only. We therefore conclude that the counsel fee subsequently allowed was for the employment of counsel in the litigation before the auditor, and afterwards in endeavoring to have the joint claim of himself and others allowed against the estate in his hands. The whole proceeding, whereby the executor attempted to get the joint claim of himself and others allowed in his final account, was, as we have seen, illegal and unwarranted. The expenses thereof were not incurred in behalf of the estate, but in the prosecution of his own private claim against the estate.
There can be no justice or propriety in compelling the appellant not only to defend the illegal and unjust claim against her property as legatee at her own expense, but also to pay the expenses incurred by the executor in attempting to enforce the claim in his own behalf and for his own benefit, contrary to the interests of the estate of which he was the trustee. The auditor’s fees were, as we suppose, the fees paid to the auditor, on the reference to him, illegally obtained at the instance of the executor, and rest upon the same principle as the counsel fee of $260. ¥e think the counsel fee should be reduced to twenty-nine dollars, the amount originally -charged by the executor, and the auditor’s fees should not be allowed.
The decree of the surrogate appealed from is reversed, with costs of the appeal to the appellant, to be paid personally by the respondents and not out of the estate, and the proceedings are remitted to the surrogate of Monroe county, with instructions to settle the final account of the excecutor, upon the principles laid down in' this
Ordered accordingly.