Court Opinion

ID: 6141926
Source: CourtListenerOpinion
Date Created: 2022-02-05 14:41:02.487825+00
Date Added: 2024-06-11T08:54:41.013833
License: Public Domain

The Surrogate.
A decree is about to be entered, settling the accounts of the executrices of this estate. One of the beneficiaries of a trust created by the testator’s will asks that such decree shall contain a direction for the payment to him of certain income to which he claims to be entitled. Part of the income of the trust in question has already been paid by the executrices to the beneficiary. They refuse to pay the balance, claiming the right to retain the same, and to apply it on account of his alleged indebtedness to the testator at the time of the latter’s death, which indebtedness, as they insist, is still undischarged. If the provision for this beneficiary were an ordinary money legacy, there would be no doubt of the right of the representatives of the estate to apply it towards discharging a debt due from the legatee to the decedent (Smith v. Murray, 1 Dem., 34). In the case at bar, however, there is a dispute as to whether any indebtedness really exists, and besides there is now a question whether there is, over and above the amount of income properly applicable to the use of the beneficiary, any surplus which should be applied to the payment of the indebtedness. For the determination of these questions the parties interested must resort to another tribunal. They will be afforded an opportunity to do so.
Meantime, I ought not to direct the representatives of the estate to pay over the income.