Case ID: ad_71/html/0522-01.html
Source: Caselaw Access Project
Author: {"author": "Hirschberg, J.:", "license": "Public Domain", "url": "https://static.case.law/"}
Date Created: 2024-08-24T03:29:51.129683

In the Matter of the Judicial Settlement of the Accounts of Charles E. Benton and Miles K. Lewis, as Executors, etc., of Emeline Gridley, Deceased. Board of Foreign Missions of the Presbyterian Church of the United States and Board of Home Missions of the Presbyterian Church of the United States, Appellants ; Charles E. Benton and Miles K. Lewis, Respondents.
    
      Claim against a decedent’s estate-for services in its care during Tier life—competency of a .bank cashier to testify to their value—opinion of value, based, on services as described by the claimants.
    
    Upon the hearing of a disputed claim against the estate of a decedent, for services alleged to have been rendered by the claimants in the management of the decedent’s property during her lifetime, a bank cashier, who testifies that he has had experience in farming and in the settlement of estates; that he was generally familiar with the business of the decedent; that lie knew her estate and property, and that his knowledge coincided with the descriptions given by the other witnesses, may properly be permitted to testify to the amount which, in his judgment, it was worth to take charge of the business and property of the decedent.
    A witness may properly be permitted to testify to the value of the claimants services, as he has heard them described by the claimants as witnesses.
    Appeal by the Board of Foreign Missions of the Presbyterian Church of the United States, and another, from a decree of the Surrogate’s Court of the county of Dutchess, entered in said Surrogate’s Court on the 8th day of July, 1901, in a proceeding for the final settlement of the accounts of Charles E. Benton and Miles K. Lewis, as executors, etc., of Emeline Gridley, deceased, establishing an indebtedness on the part of said deceased to the said Miles K. Lewis and Charles E. Benton, respectively.
    
      Frank B. Lown, for the appellants.
    
      Allison Butts for the respondents.
   Hirschberg, J.:

The deceased, Emeline Gridley, was a very old woman at the time of her death and was possessed of a considerable estate, both real and personal. By reason of her age and infirmities she was unable to attend to the business exactions of her property during the last years of her life, but relied upon the claimants in that regard, by whom the business of her estate was accordingly transacted. It is unnecessary to refer to their services in detail. The claimants are the executors of the estate. Each was a witness for the other, both in respect to the nature of the work performed and the promise by the deceased of payment on the final settlement of the estate, and while this circumstance requires that the evidence of each should be carefully scanned, there is nothing which justifies a reversal of the conclusion reached by the learned surrogate to the effect that the claimants and the deceased together expected and intended that the former should be fully paid for the services rendered to the latter during her lifetime out of her estate upon its final settlement. The claimants are corroborated upon the question of the expectation of payment by the evidence of other and apparently disinterested wit.nesses. They are also corroborated on the question.of services rendered, the attorney for the deceased testifying, among others, that no other person than the claimants had anything to do with the management of the property of the deceased during the last eight years of her life, and that if he wanted to know anything incidental to the transaction of her law business she would always refer him to one of them. Under the circumstances, the result reached in the court below is in entire harmony with the decision of the Court of Appeals in Matter of Smith (153 N. Y. 124), a case in many of its features analogous to the one at bar. The amount which the learned surrogate has allowed is fully justified by the evidence of those who were examined as experts, and the decree must be affirmed unless there is reversible error to bé found in the rulings.

The learned counsel for the appellants contends that it was error to allow Newton Hebard, a bank cashier, to' testify to the amount which in his judgment it was worth to manage and take charge- of the business and property of Mrs. Gridley. The point is made that no attempt was made to qualify him to testify as an expert, but the objections taken upon the trial were that his evidence was incompetent and improper.

The witness had téstified that he had experience in farming and in the settlement of estates; that he was generally familiar with the business of the deceased; that he knew her estate and property, and that his knowledge coincided with the description given by the other witnesses. His opinion as to value cannot be said to be either incompetent or improper. (Crawford v. Metropolitan El. R. Co. 120 N. Y. 624; People v. Place, 157 id. 584, 600.) The form of the question might perhaps be criticised, and it may be that the appellants "could have required a hypothetical question to be framed, but this was not doné and we must deal with the exceptions as taken. No one could give an opinion of value based upon the rendition by others of precisely similar services to those here in question, and the evidence elicited from this witness and others similar in character was probably the best the nature of the case permitted. (See Edgecomb v. Buckhout, 146 N. Y. 332, and Gall v. Gall, 27 App. Div. 173.)

The witness Alfred H. Peters was permitted to testify as to the value of the claimants’ services as he had heard them described by the claimants as witnesses. The question was proper within the cases of McCollum v. Seward (62 N. Y. 316) and Seymour v. Fellows (77 id. 178, 180), authorities on this point which are neither expressly nor necessarily overruled by the later case of People v. McElvaine (121 N. Y. 250), as the distinction is pointed out in the Seymour Case (supra, 181) in discussing Reynolds v. Robinson (64 N. Y. 595).

But even if the rulings referred to and others to which our attention is directed of a like nature are erroneous, there was evidence on the question of value, to which no objection was taken, sufficient to support the decree, as well as evidence to which no valid objection could be taken. In view of the nature of the case, it could hardly be considered that on a trial without a jury the appellants were seriously prejudiced by the expression of an opinion on the part of a witness whose sources of information were limited, nor should it be assumed that the court did not weigh and consider the limited knowledge or experience of the witness in estimating the value to be given to his opinion. Section 2545 of the Code of Civil Procedure provides that a decree of a surrogate “shall not be reversed for an error in admitting or rejecting evidence unless it appears to the appellate- court that the exceptant was necessarily prejudiced thereby.” In the application of this section the Court of Appeals has held (Loder v. Whelpley, 111 N. Y. 239, 247) “ that an appeal must fail unless it is apparent that without the improper evidence the respondent had not succeeded.”

We think the decree should be affirmed.

All concurred; Bartlett, J., in result.

Decree of the Surrogate’s Court of Dutchess county affirmed, with costs.