Case ID: ny-st-rep_64/html/0731-01.html
Source: Caselaw Access Project
Author: {"author": "\n      Haight, J.", "license": "Public Domain", "url": "https://static.case.law/"}
Date Created: 2024-08-24T03:29:51.129683

Bridget Tehan, Resp’t, v. William H. Tehan, as Executor, etc., et al., Def’ts. James Deering et al., App’lts.
    
      (Supreme Court, General Term, Fifth Department,
    
    
      Filed December 27, 1894.)
    
    Wills—Reimbubsement.
    Where a testator makes provision for his widow in lieu of dower, specifically devises land to plaintiff and gives the residue to his sons, subject to the payment of legacies, and the widow refuses to take under the will, in consequence of which the plaintiff is obliged to pay her the value of her dower interest in such specific devise, she is entitled to be reimbursed out of the residue of the estate.
    Appeal from a judgment in favor of plaintiff.
    
      J. Rosecrans, for app’lts ; Hurlbut & Kerr, for resp’t.
   Haight, J.

This action was brought to recover the amount the plaintiff was compelled to pay in order to discharge the real estate specifically devised to her under the will of her father from the dower of his widow. There is no material conflict as to the fácts, and they are substantially as follows : James Beering died at the city of Auburn, February 2, 1892, possessed of certain real and personal estate, and leaving a last will and testament and codicil thereto, which have been duly admitted to probate. By the-provisions of the will, the testator made several bequests of money to the defendants, together with provisions for his wife, which he declared to be in lieu of dower, and specifically devised to the plaintiff a parcel of real estate in the city of Auburn, and then devised the residue and remainder of his estate tó his sons, the defendants Richard, James, and Patrick Beering. By the eighth clause of his will, his executor was authorized and directed, at any time within two years after his death, to sell all .the real property of which he died seized, except that specifically devised to the-plaintiff, and, out of the proceeds of such sales, the rents and profits of said real property, and the proceeds of his personal property, to pay the bequests- and legacies provided for. After the death of the testator, his widow refused to accept the provisions made for her in the will in lieu of dower, and commenced an action in the supreme court to have her dower admeasured, and obtained an interlocutory decree to that effect, under which the plaintiff was compelled to paya gross sum, amounting to $884,66, together with one-third of the rents which had accrued since the death of the testator, amounting to $237.48, and costs in the action amounting to $154.27, amounting in the aggregate to $1,276.41. It further appears that, when the widow elected to take her dower or statutory interest in the estate, she relinquished the legacies and bequests to which she was entitled under the terms of the will, amounting to $1,600 and upwards, which inured to the benefit of his estate, the executor has in his hands after paying all. the debts of the estate, the sum of $1,450. By the judgment,, the executor was required to render an account, deduct his legal commissions and expenses, and, out of the balance remaining, pay the plaintiff’s claim.

It appears that the personal property left by the testator was not sufficient to pay his debts, and that some portion of his real property had to be devoted to that purpose. It is now contended that the plaintiff should pay her proportionate share of such indebtedness, but such does not appear to have been the intent of" the testator. The premises in Auburn were specifically devised, to the plaintiff, and the residuary estate was devised and bequeathed to the testator’s three sons. The widow, having refused to accept the provisions made for her in the will, released to the-estate, and for the .benefit of the residuary devisees and legatees, the provisions made for her in the will. It was the duty of the-executor to devote the personal property to thepaymentof thedebts, and, if insufficient, procure an order for a sale of so much of thereat estate as would be necessary to pay the balance. In ordering a sale of the real estate for the payment of the debts, it would be-the duty of the court to first order that sold which had not been specifically devised, and if sufficient, save that specifically devised, to carry out the intentions of the testator. We do not understand that the. refusal of the widow to accept the provisions made for her in the will changes the rights of the parties in reference to the debts. The testator evidently contemplated the payment of his debts, and cast that burden upon his residuary estate.

We are thus brought to a consideration of the question as to whether the plaintiff is entitled to be reimbursed out of the residue of the estate. As we have shown, the amount surrendered by the widow more than equals that which the plaintiff was compelled to pay, and we think, upon principles of equity, she is entitled to be reimbursed. The authorities in this state are somewhat meager, but the question appears to have been carefully considered by Lawrence, J., in Sarles v. Sarles, 19 Abb. N. C. 322, and by the author in his note thereunder. In Pennsylvania the question has received more attention. In Gallagher's Appeal, 87 Pa. St. 200, the testator devised certain lands to his sister, and after making provisions for his widow, left the remainder of his estate to nephews and nieces. The widow refused to take under the will, and it was held that the sister was entitled to have the assets marshaled,. and a sufficient amount set apart to relieve the land devised to her from the burden of the widow’s do.wer. In Sandoe's Appeal, 65 Pa. St. 3Í4, the widow refused to take under the will. It was held that a court of equity will sequester the devises and bequests intended for her to secure compensation to those whom her election disappoints. See, also, McCallister v. Brand, 11 B. Mon. 370 ; Firth v. Denny, 2 Allen, 468 ; McReynolds v. Counts, 9 Grat. 242; Dean v. Hart, 62 Ala. 308 ; Worth v. McNeill, 4 Jones, Eq. 272 ; Story, Eq. Jur. (13th ed.) 415, 465 ; Pom. Eq. Jur. § 1083 ; and 2 Jarm. Wills, 683.

The judgment appealed from should be affirmed, with costs.

Lewis and Bradley, J. J., concur; Dwight, P. J., takes no part.