Case ID: nys_54/html/0832-01.html
Source: Caselaw Access Project
Author: {"author": "PATTERSON, J.", "license": "Public Domain", "url": "https://static.case.law/"}
Date Created: 2024-08-24T03:29:51.129683

In re PEYSER.
    (Supreme Court, Appellate Division, First Department.
    December 9, 1898.)
    Decedent’s Property—Discovery Proceedings—Answer.
    Under Code Civ. ,Proc. § 2709, providing if a person cited to attend for examination as to property of a decedent, under section 2707, interpose an answer that he is the owner of the property or entitled to possession thereof by virtue of a lien thereon or special property therein, the surrogate must dismiss the proceedings as to such property so claimed, an answer of the person that he “is the owner” of the property “or entitled to the possession thereof” is not sufficient.
    Appeal from surrogate’s court, New York county.
    Petition of David M. Peyser, administrator of Theresa Peyser, deceased, under Code Civ. Proc. § 2707, for an order for examination of Hannah Helburn and another. Prom an order denying their motion to dismiss the order for examination (54 N. Y. Supp. 707), they appeal.
    Affirmed.
    Argued before VAN BRUNT, P. J., and MeLAUGHLIN, PATTERSON, O’BRIEN, and INGRAHAM, JJ.
    Paul M. Herzog, for appellants.
    Mitchell L. Erlanger, for respondents.
   PATTERSON, J.

This, is an appeal from an order of the surrogate of the county of New York denying a motion to dismiss an order for the examination of Hannah Helburn and Julius Helburn, and requiring those persons to appear for examination, at a time fixed in the order, concerning personal property of Theresa Peyser, deceased. On a petition of David M. Peyser, administrator, etc., of Theresa Peyser, an order for the examination of the two persons named above was granted; whereupon they moved to dismiss the proceeding upon the ground that, under the averments of answers they had filed to the administrator’s petition, the surrogate had no jurisdiction to require them to be examined as to certain property. The petition of the administrator contained all the allegations proper to an application for an examination, under section 2707 of the Code of Civil Procedure, and set forth in the sixth paragraph that his intestate was possessed of certain valuable property, describing it, all of which property he declared was in the possession of the Helburns. In their answers, Mr. and Mrs. Helburn admitted that they had certain personal property of the intestate which they offered to deliver to the administrator, but they both swore that Mrs. Helburn “is the owner of all property specifically recited in said petition or entitled to the possession thereof.” That allegation of the answers refers to the property described in the sixth paragraph of the administrator’s petition. It is not a claim absolutely to ownership nor of a right of possession by virtue of a lien thereon or special property therein. It is provided by section 2709 of the Code of Civil Procedure that if a person cited to attend for examination as to the property of a decedent, under section 2707, interposes a duly-verified answer that he is the owner of the property, or entitled to the possession thereof, by virtue of a lien thereon or special property therein, the surrogate must dismiss the proceeding as to such property so claimed. The reason of this provision evidently is that the surrogate has no jurisdiction to try a question of title in a proceeding of this character. The question is whether the respondents have presented, in a proper and sufficient way, such a state of facts as exempts them from examination in this proceeding. They do not state that Mrs. Helburn is the owner of the property. They say that she is either the owner or is entitled to the possession thereof. By their own statement, what her relation to the property really is, is doubtful to them. There is no absolute claim of ownership made. There is not an answer interposed, duly verified, that Mrs. Helburn owns the property, nor is there an answer, duly verified, that she is entitled to the possession thereof by virtue of a lien thereon or special property therein, and so the answer is merely a naked alternative claim to the property. The requirement- of the Code as to dismissing the proceeding was not satisfied. In that state of the answers, the surrogate very properly determined that, from the indefiniteness of the respondents’ claim, it could not be adjudged that the respondents: were exempt from examination because of a claim of ownership or of a claim of right to possession under a lien upon, or special property in, the articles specified in the sixth paragraph of the administrator’s-petition.

The order appealed from must be affirmed, with $10 costs and disbursements. All concur.