In re the Judicial Settlement of the Account of the of the Will of Alden
Opinion of the Court
Eliza Alden died March 1, 1899, leaving a last will and testament which, among other things, provides as follows: “ I give, devise and bequeath to my husband, John S. Alden, the use, interest and income of all the property of:
John S. Alden resided in the family of Fannie Hood from March 20, 1904, to March 20, 1910. During the lifetime of John S. Alden no part of the estate of Eliza Alden, either principal or interest, was used toward supporting the life beneficiary.
The claimant contends that an agreement was made between John S. Alden and herself for payment for his board and maintenance and that Abner Alden also agreed to pay for such board and maintenance. Abner Alden denies that he made such an agreement.
If an agreement was made between Fannie Hood and John S. Alden, such an agreement does not create a legal liability against the estate of Eliza Alden. The executor denies that any contractual relation existed between himself and the claimant. Had the executor acknowledged a liability on his part to pay for such board and care, and had he paid the claim under the terms of the will of Eliza Alden and presented the same in his account, this court would have had the right to pass upon the same, even though objections had been filed by a contestant, as incident to the right of the surrogate to pass upon disputed matters in reference to the account of an executor. The executor having denied the indebtedness, has the surrogate
What then is meant by a claim against “ an estate of a decedent ? ”
In Austin v. Munro, 47 N. Y. 360, the court say: “ The rule
This same rule of law is recognized in O’Brien v. Jackson, 167 N. Y. 31.
It is, therefore, apparent that, if the claimant has a claim for board and care of John S. Alden, it is a claim against the executor, individually, as it was not a claim against Eliza Alden at the time of her death.
In Genet v. Willcock, 93 App. Div. 588, the court considered the question as to the right to refer a claim under section 8718 of the Code of Civil Procedure. In that case a claim was made for funeral expenses, which was held to be a claim against the executor, personally, and not in his representative capacity; and for that reason it was decided that it was not a debt due from the intestate and, therefore, the surrogate had no right to make an order of reference under section 8718 of the Code, as the statute limits such a right to claims which existed against the intestate.
In Riggs v. Cragg, 89 N. Y. 489, it is held that, unless a warrant for the jurisdiction exercised by the surrogate in the case can be found in the statute, either expressly or by implication, the whole proceedings are void.
The statute conferring power upon Surrogates’ Courts does not give them the right to hear and determine claims of any character against a decedent, excepting a claim in favor of the legal representative, and “ claims against a decedent ” after a stipulation has been made between the claimant and the legal representative that such claim may be heard and determined in Surrogate’s Court on judicial settlement of the account of such legal representative.
In Welch v. Gallagher, 2 Dem. 40, and Estate of Stoehr, 51 N. Y. St. Repr. 560, it was held that, where a claim for the support of an infant was presented to his general guardian and was disputed By the general guardian, the Surrogate’s Court had no jurisdiction to determine such disputed claim.
I am of the opinion that, if the claimant is entitled to recover for board and care of John S. Alden during his lifetime, a cause of action exists against the executor, personally, and it cannot be heard and determined in Surrogate’s Court; but such liability must be established in some other form, and that this proceeding should be dismissed without costs to either party, and that the distribution of the funds in the hands of the executor of Eliza Alden, deceased, should be deferred until the adjustment of the claim here considered,
Decreed accordingly.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.