Court Opinion

ID: 5462649
Source: CourtListenerOpinion
Date Created: 2022-01-09 19:41:13.952005+00
Date Added: 2024-06-11T08:32:57.769128
License: Public Domain

By the Court, Talcott, J.
Albert Banta, a resident of the county of Ontario, died there prior to Februry 10, 1864, leaving him surviving Sarah Banta, his widow, and his two sons and- heirs-at-law, Charles Edward Banta and Stanley A. Banta. He also left a last will, whereby he appointed the said Sarah Banta, his widow, *88sole executrix. «Charles Edward Banta, one of the sons of said Albert, died in September, 1864, leaving a last will, whereby the defendant George Hubbell was appointed his sole executor. Mrs. Sarah Banta proceeded with the execution of the will of Albert Banta, until October, 1870, when she died, and thereupon the defendant George Hubbell was duly appointed administrator de "bonis non, of Albert Banta, with the will annexed. The plaintiffs are legatees of Charles Edward Banta, the son of Albert Banta, and they have com: menced this suit upon the ground,, that as such legatees they are creditors of the estate of Charles Edward Banta, and they claim : First. That the-estate of Albert Banta is indebted to the estate of Charles Edward Banta, inasmuch as they say that by the true construction of the will of Albert Banta his real estate was in equity converted into personalty as of the time of the testators death, and therefore that the share or proportion of that estate to which, under the will of Albert Banta, his deceased son Charles Edward was entitled, was personal property due, and which ought to be paid over to the said Hubbell as the executor of said Charles Edward, to an extent sufficient to satisfy the balance due to said legatees. Second. The plaintiffs claim that, if by the true construction of the will of Albert Banta, the real estate was not converted into personalty, but Charles Edward took his proportion of the same as realty, under the provisions of the will, then that the legacies to which' the plaintiffs are entitled under the will of Charles Edward were, by the true construction of the latter will, charged upon the real estate of the said Charles Edward, and to be paid out of the same, as against Stanley A. Banta, the living son of Albert Banta, and the residuary devisee and legatee under the will of Charles Edward Banta. The case, it will be seen, thus involves the construction of the two wills in question. The justice who *89tried the cause has determined both the propositions above stated in favor of the plaintiffs.
We think the plaintiffs have a right,.under the circumstances of this case, to maintain an action for the general purposes and objects which the plaintiffs seek in this suit. Under particular circumstances, a creditor of an estate of a deceased person may maintain an action to collect his debt from a debtor to the estate. “ A person is not properly a party to a suit between whom and the plaintiff there is no proper privity or common interest, but his liability, if any, is to another person. This may be illustrated by the common case of a bill brought by a creditor against an executor or administrator, for paymént of his debt out of the assets. To such a bill a debtor to the estate is not ordinarily a proper party, because his liability is solely to the executor or administrator. But if a special case is made out, such as collusion between him and the executor or administrator, or insolvency of such personal representative, then and in that case the debtor may be made a party, as a means of uprooting the fraud or of securing the property.” (Story’s Eq. Pl. § 227. Newland v. Champion, 1 Vesey, Sr., 105. Doran v. Simpson, 4 Vesey, Jr., 651. Alsager v. Rowley, 6 id. 748.)
Where the executor is a partner in a firm which is indebted to the estate, in such a case the debtor may be made a party to the suit of the creditor for an account of the assets and for payment of his debt. (Gedge v. Trail, 1 Russ. & M. 281.) So where the personal representative of the testator refuses to sue, any person beneficially interested in the estate, as legatee, has a right to institute a suit respecting such assets. (Wilson v. Moore, 1 M. & K. 127, 142.) Here the executor of Charles Edward Banta, whose duty it is to see to the collection of the assets of the estate of which he is executor and to pay over the legacies, is also the administrator de bonis non of the estate which is claimed to be *90the debtor of Charles Edward Banta’s estate. He cannot, as exector of Charles Edward, sue himself as administrator of Albert. (Trustees &c. v. Stewart, 27 Barb. 553.) So that without the necessity of imputing any fraudulent collusion or neglect, he stands in' a position which is equivalent, in its effect, to a fraudulent collusion, or a refusal to sue; and we think it is a case which falls within the reason of the exceptions recognized in the cas,es cited. ■ If the plaintiffs can maintain the action at all, it seems to be clear that they may call for the construction of the will of Albert Banta, since such a construction is necessary to the determination of the question,' whether the .estate of Albert Banta is indebted to the estate of Charles Edward. It seems also to be clear that if the plaintiffs may maintain the action at all, they may join in the same as creditors having claims of equal degree and under like circumstances. (Barb. on Part. 385. Story’s Eq. Jur. §§ 532-538. Lentilhon v. Moffat, 1 Edw. Ch. 451.)
But that the personal representative of the estate of Albert Banta is a necessary party to the suit, there can be no doubt. If the estate of Albert Banta was, by his will, converted out and out into personalty, the personal-representative is the party to account, and an account must be had between the two estates. Consequently the decretal order which the justice at Special Term has made, requires the defendant Hubbell to render an account as administrator of the estate of Albert Banta. Therefore, without the presence of the personal representative of Albert Banta as a party, the suit is wholly fruitless and nugatory. (Story’s Eq. Pl. § 102.)
Though Gieorge Hubbell is made a party defendant to the suit, it is solely and distinctly as the executor of Charles Edward Banta; and as such, only, has he appeared and answered. To bind the estate of a deceased party, or to authorize any decree for an account against the same, it is not sufficient that the party who is the *91representative be a party to the- suit, but- he must be made a party distinctly in his representative character. This suit, therefore, is wholly defective, and for want of the presence of the personal representative of Albert Banta cannot proceed to a decree against his estate; nor is any part of the order appealed from, or any determination therein contained, binding upon such estate.
[Fourth Department, General Term, at Buffalo,
June 27, 1873.
Mullin, Talcott and M. D. Smith, Justices.]
The order appealed from must therefore be reversed, and the cause remanded to the Special Term, with leave to the plaintiffs to apply there for permission to amend them complaint by bringing in George Hubbell as administrator de bonis non, with the will annexed, of Albert Banta. And. also for permission to amend the complaint as to such other defects of form as they may be advised. All upon such terms as in the discretion of the Special Term may be deemed just.
As this defect of parties was apparent on the face of the complaint, and as no demurrer was interposed, and apparently no suggestion of the defect was made until the argument of the appeal, neither party is to have •costs of the appeal.
Order appealed from reversed; action remanded to the Special Term, with leave to the plaintiffs to apply there for permission to amend their complaint by bringing in, as a party defendant, George Hubbell, as administrator of the estate of Albert Banta; and to amend the complaint in regard to such other defects of form as they shall be advised, upon such terms as may be deemed just.