151 N.Y.S. 1072 | N.Y. App. Div. | 1915
There are two appeals here argued as one, one an appeal from a decree of the Surrogate’s Court in Westchester county, and another from an order made by the Surrogate’s Court in that county, denying a motion to set aside and vacate the decree. William N. Slater died in Westchester county, possessed of a considerable estate. He made a last will and testament, which was admitted to probate. By this will he appointed his wife, Sarah B. Slater, as his sole executrix. Evidently the decedent was very fond of his wife, for he gave her in the will one-half of his estate, and conferred upon her, as executrix, more than ordinarily full powers. After directing the payment of his debts, he gave one-half of the residue to his widow, and the other half to the Mutual Trust Company of Westchester County, to hold the same in trust and to pay over to his widow, Sarah B. Slater, during her lifetime, the full income of the corpus of the trust estate, and at her death to pay over the trust fund to his sister, Mary Gr. Slater, and his brother Abraham H. Slater, in equal shares. By this will he authorized his executrix in her discretion to maintain the assets in specie or to convert them into cash, and to distribute them in cash or
Ҥ 2736. Id.; when specific property may he delivered.
“In either of the following cases, the decree may direct the delivery of an unsold chattel, or the assignment of an uncollected demand, or any other personal property, to a party or parties entitled to payment or distribution, in lieu of the money value of the property:
*153 “ 1. Where all the parties interested manifest their consent thereto by a writing filed in the surrogate’s office.
“ 2. Where any legatee or distributee files a consent to accept as payment in whole or in part any specified personal property at a value to be ascertained by appraisement.
“ 3. Where it appears that a sale thereof, for the purpose of payment or distribution, would cause a loss to any infant or incompetent legatee or distributee, and the value thereof has been fixed by appraisement.
“ The value must be ascertained, if the consent does not fix it, by an appraisement under oath, made by one or more persons appointed by the surrogate for the purpose.”
I think it is evident from a reading of that section that a consent filed by the remaindermen in the trust fund created by the will of the decedent was not sufficient to confer upon the surrogate jurisdiction to decree a delivery in specie. In the first place, they are not legate.es or distributees within the meaning of that section. Neither of them has any present right of payment or distribution. The Mutual Trust Company, as the trustee, was a distributee, but in a representative capacity, practically as a custodian. It represented not only the remaindermen, but the life tenant in the corpus of the trust fund. It filed no consent to take the trust fund in specie. In a case such as this, where the life tenant objects, the remaindermen may not make an election against her objection. If the Mutual Trust Company be considered as a distributee, without regard to the purposes for which it is a distributee, then, as it has not filed the consent mentioned in section 2136 of the Code of Civil Procedure, the surrogate had no jurisdiction whatever to act as he did unless there is some other provision of the statute which confers the power upon him. Personally, I think a consent of the trustee, if it had been filed, could not have been operative against the will of those whom it represented. It is -claimed, however, by the respondents that by section 2510 of the present Code of Civil Procedure the Surrogate’s Court has been given full equity jurisdiction in every proceeding that comes before it, and that the surrogate of Westchester county in the case now béfore us had the power to exercise this full equity jurisdiction on the facts that came
But this legislative declaration is followed immediately by language as follows: “And in the cases and in the manner prescribed by statute: * * * 3. To direct and control the conduct, and settle the accounts, of executors, administrators, and testamentary trustees; to remove testamentary trustees, and to appoint a successor in place of a testamentary trustee. 4. To enforce the payment of debts and legacies; the distribution of the estates of decedents; and the payment or delivery, by executors, administrators, and testamentary trustees, of money or other property in their possession, belonging to the estate or fund.”
As I understand the law of statutory construction, all general phrases in a statute must yield to a particular specification contained in the same statute. As to the subdivisions of section 2510, just quoted, the cases and the manner in which the surrogate may exercise his equitable jurisdiction are specified particularly. Where there is such a specification, it must exercise its jurisdiction in accordance with the specification. Its general equitable power must yield to the statutory restrictions upon it or directions as to it, and where the statute prescribes when and how it shall act, it cannot act otherwise than is prescribed. I think this is so well settled, even as to courts of general equitable jurisdiction, as to require no discussion.
Jenks, P. J., Thomas, Rich and Putnam, JJ., concurred.
Decree of the Surrogate’s Court of Westchester county so far as appealed from reversed, with costs and disbursements, as to the direction to distribute in specie. Order to be settled on notice before Mr. Justice Carr.
See Laws of 1914, chap. 443.— [Rep.
See Laws of 1914, chap. 443.— [Rep.