90 N.Y.S. 769 | N.Y. App. Div. | 1904
The testator died in 1874, leaving a last will and testament, naming executors thereof, and the respondent is the only one now acting. Upon the judicial settlement of his account objections were interposed to two items, both of which items were allowed by the surrogate. One of these, amounting to $2,221.25, was an account in favor of one De Mott, and which was paid by the executor. The contest to this claim was abandoned upon the appeal.
The other claim of $2,204.70, in favor of Caroline A. Goss, the daughter of the testator and the wife of the executor, was for board and care of the widow of the testator and for the board of nurses attending said widow. The claim was paid by the executor and included in his account as one of the items to be credited to him in casting up the accounts.
The widow of the testator died April 12, 1903, and the account of the claimant was formally presented to the executor shortly thereafter and was paid by him April thirtieth of that year and before the judicial settlement. The claim presented sets forth the items of the account, commencing November 30, 1893, and terminating on the death of the widow and covers nearly the entire intervening period, and the charge is at the rate of four dollai’s per week. It is accompanied by the affidavit of Mrs. Goss, setting
During all the time that the widow was living with her daughter the executor apparently had in his custody money or property out of which payment could have been made. Even the board of the nurses was not paid, but the charge therefor of $423.62 is incorporated in the account of Mrs. Goss.
Mrs. Ketcham at the time of her death was eighty-eight years of age. Notwithstanding her advanced age, the claimant in her affidavit says, as already noted, that the claim, including the day of her death, was prepared in her presence and the time she was with the daughter assented to by the mother, although even in this indorsement there is nothing said in regard to compensation.
It is proper to observe at the outset that claims of this character against the estates of decedents, especially when in favor of near relatives, should be examined very carefully and should only be allowed upon the most satisfactory proof. (Matter of Marcellus, 165 N. Y. 70, 76 ; Matter of Hart v. Tuite, 75 App. Div. 323.)
The only witness sworn on the hearing before the surrogate was the executor. In response to his counsel and against the objection of the appellant he was allowed to testify to conversations with Mrs. Ketcham tending to show that she agreed to pay four dollars
In Matter of Smith (153 N. Y. 124) a claim of $2,000 had been presented to the executors and paid by them. On the judicial settlement the claim was contested. One of the executors, in the face of the objection of the contestants, gave proof of a conversation between him and the testatrix showing the merit and validity of the claim. The Court of Appeals held that the executor was disqualified from testifying by section 829 of the Code of Civil Procedure, The court say (at p. 129): “ The executor, Alfred B. Smith, was precluded by this section from testifying to the conversations in question with the testatrix. The matter of the accounting was a special proceeding. The executors were the only persons interested in the event of the accounting as to this claim. They had paid Melinda Peters the $2,000, and the sole question was whether they were entitled to credit for such payment. It was solely a question between the executors claiming to he allowed the credit and the contesting legatees.”
The facts contained in the affidavit of Mrs. Goss should not be received in lien of testimony given upon the trial. The form of the affidavit which may be required in support of a claim against the estate of a deceased person is prescribed by section 2718 of the Code of Civil Procedure. The affidavit must contain a statement that the claim is justly due; that no payments have been made and that there are no offsets to it. The facts contained in Mrs. Goss’ affidavit as to the agreement made with her mother extend beyond the requirements of the Code of Civil Procedure. The object of •the affidavit is to prevent or check the presentation of unfounded claims, not to prove the existence of a debt. (Osborne v. Parker, 66 App. Div. 277, 281; Jessup Surr. Pr. [2d ed.] 1012, 1013.)
The claim presented is for board and care at four dollars per week, commencing November 30, 1893. There is nothing in the alleged agreement to the effect that the payments were to be deferred until the death of Mrs. ICetcham. The terms of the will,
The will of the testator gave his widow the income from his' estate. The executor’s were vested with the power to sell the real estate and invest the avails and pay over the interest to the widow. The will further provided : “ If my said Avife should need for her necessary support any of the principal as Avell as the interest or income of the property herein given her, it is my will that she can use the same.”
The real estate was sold. The account is not contained in the record, but it appears that the executor received on April 1,1902, from the sale of lands $6,876. There is some evidence that the widow had an estate of her own. If that was ample to pay this claim and she made no election to charge the corpus of the estate of her husband with her maintenance, it is doubtful if the claim in any event could be chargeable against this principal. There is not, however, sufficient proof in the record to warrant a disposition of the case upon this ground.
All concurred.
Decree as to the claim of Clayton De Mott, as administrator, etc., of Elmina De Mott, deceased, affirmed ; as to the claim of Caroline Goss reversed and new trial ordered.