In re the Executors of Dolan
Opinion of the Court
A number of interesting and embarrassing questions are presented on these appeals by the several appellants. But we do not deem it important to consider them all, inasmuch as a single one, applicable alike to each of the appeals, appears to us to be fatal to the order of the surrogate.
By his will the testator gave three legacies, to wit: the sum of $5,000 to his brother, Edward Dolan; the sum of $3,000 to the Rev. David A. Merrick, pastor of the Roman Catholic Church of St. Francis Xavier, in the city of New York, and the sum of $1,000 to the Society of St. Yincent De Paul; and after directing that those legacies shall be paid by his executors out of the rents, issues and profits of his real and leasehold estate, at such time and in such manner as they shall deem for the best interests of his
In Jordan v. Poillon (77 N. Y., 518) it was held that legatees whose legacies are charged upon real estate are entitled to notice of any proceeding which affects the land; and when no notice is given cannot be precluded from asserting their claims afterwards.
That was the case of a judicial sale of lands in partition, and the purchaser refused to complete his purchase on the ground, among others, that legatees whose legacies had been made a charge on the real estate of the testator were not parties to the action. It was said by the court in the course of the opinion: “A purchaser on a partition or foreclosure sale has a right to expect that he will acquire a good title, and the law presumes that he bids with that object in view. He should not be left, upon receiving a deed, to the uncertainty of a doubtful title or the hazard of a contest with other parties which may seriously affect the value of the property if he desires to sell the same.’’
And it was also said: “ In order to bind the legatees to any proceeding which affects their rights they should have an opportunity ■ to be heard; and when no notice is given they cannot be precluded from asserting their claim afterwards.”
In this case notice of the proceeding was given to but one of the legatees, Edward Dolan. The other two, so far as anything in the proceedings show, had no notice of their pendency, and did not in any manner appear therein. "When this fact was discovered by the purchasers, who now appeal, each of them objected to complete his purchase on the ground, amongst other things, that such notice had not been given to such legatees.
The only answer made to the objection by the surrogate in his opinion is, that the objection seems to be untenable for the reason that the legacies, though so charged, are by law subject to the payment of decedent’s debts. But this answer is not sufficient, for the legatees having had no notice or opportunity to be heard in the proceedings before the surrogate are not affected thereby, and the decree of the surrogate could not be pleaded in bar of any claim which they might set up hereafter to enforce their legacies against the lands bid off by the appellants. While it is true that their legacies were subject to the payment of the debts, they were never
The order of the surrogate in respect to each of the appellants must be reversed, and the several petitions granted by orders giving relief in the usual form in such cases, with ten dollars costs and disbursements to each of the appellants.
Orders reversed and petition granted, with ten dollars costs and disbursements to each of the appellants.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.