Jacobsen v. Levine
Opinion of the Court
The action was brought by the assignee of the defendant Levine to recover the value of legal services rendered by Levine to himself and his codefendant Van Schoonhoven in their capacity as executors of the last will and testament of Ellen Christiansen. The will contained the following clause: “ I direct my said executor Samuel W. Levine to act as attorney for my estate and to make his charges therefor.” .
After the case was tried the judge allowed it to go to the jury for the purpose of having the value of the services determined, and the jury brought in a verdict for $-114.20. Subsequently the motion made' on behalf of the defendant Van Schoonhoven for a new trial and for the dismissal of the complaint was granted, and from that order this appeal is taken.
Instead of this being the usual case where action must first be brought against the executors, and they in turn reimburse themselves upon their accounting, it is a case where there is a direct relation between the claimant and the estate, a relation created by the will itself; and, consequently, I think the correct practice will be for the plaintiff, or the defendant Levine, if he takes back a reassignment of the claim, to have the same adjudicated in the accounting before the surrogate. The claim is not that of a stranger against the executors, but that of one of the executors against the estate; and, by having it disposed of as such upon the accounting, the anomalous situation here presented of a person suing himself (for that is what the present action really amounts to, notwithstanding the purported assignment) will be obviated, and the claim will be presented at a time and under circumstances when the persons beneficially interested in the estate can have a hearing.
The order should be affirmed, with costs.
Gildersleeve, J., concurs.
Greenbaum, J., concurs in result.
Order affirmed, with costs.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.