Case ID: misc_75/html/0075-01.html
Source: Caselaw Access Project
Author: {"author": "Hobkins, S..", "license": "Public Domain", "url": "https://static.case.law/"}
Date Created: 2024-08-24T03:29:51.129683

In the Matter of the Estate of Phebe Helen Robinson, Deceased.
    (Surrogate’s Court, Dutchess County,
    December, 1911.)
    Executors and administrators — Distribution and disposal of personal estate — Duty and propriety of payments or delivery and when payable — necessity of full administration.
    Where a testatrix by her will gives her residuary estate “ to my executors and trustees ’ * * * in trust, to receive the rents, issues and profits thereof and apply them to the use of ” (persons named) “to be paid to each of them quarterly,” no intention appeal's to distinguish between the office of executor and trustee; and, pending a judicial settlement of the accounts of the executors, where serious questions arise giving probable occasion for delay, an order should be made requiring the executors to distribute to^ the beneficiaries a considerable accumulation of income.
    Proceeding to compel- the immediate payment- to beneficiaries of their share of accrued income in the hands of executors.
    Merrill & Rogers, for petitioners.
    ■ Frank B. Down, -for D. Remsen Robinson, individually.
   Hobkins, S..

This is an application on behalf- of Helen R. Zeggio 'and Mary R. Albee, legatees under the will of decedent, entitled to two-thirds of the income from the decedent’s residuary estate, for the immediate payment to them of their share of accrued income in the hands of the executors. More than one year has elapsed since the probate of decedent’s will, and an accounting is "now pending before me on behalf of the executors'.

It appears that the estate is considerable and about $232,000' of bonds, mortgages, stocks, etc., are’in dispute, one of the executors claiming them .as his own property, and the petitioners herein claiming that they belong to the decedent’s estate.

This involves serious and difficult questions for determination; and, if 'objections are filed, it will be some time before the decree is reached and the legatees receive what is due them from the estate.

It appears that the testatrix, during her lifetime, contributed to the support of-the petitioners, and that they .were dependent upon her and are now in need of support. It also, appears that the major portion of the estate, which will operate as a trust fund, was invested at the time of testatrix’s death, arid .that .at the present time the executors have in their hands more than $27,000 of accrued income therefrom which is subject to distribution by siaid executors.

The will of decedent, after the payment of her debts and funeral expenses and certain other devises and bequests, provides I give, devise and bequeath to. my executors and trustees, to wit; Duryea Remson Robinson and Edward E. Perkins, in -trust, to- receive the rents, issues and profits thereof and apply them to the use of my children, “Duryea Remsen Robinson and Phebe Helen Robinson Zeggáo, and my gnand-daughter, Mary Robinson Reed, to each an equal one-third part thereof, to be paid to each of them quarterly.”

It seetoas to me, from this language,- that no- distinction was intended to he created between the office of executors and trustees; .and, therefore, I think it is untenable that the income from the estate should be withheld - from the beneficiaries until the executors account and the fund passes to. them as trustees.

It is clear to me that the testatrix intended that' these beneficiaries should receive the income from the 't-ime of her death, quarterly, and that the income now held by the executors should be at once divided among the beneficiaries.

Decreed accordingly.