Court Opinion

ID: 5501116
Source: CourtListenerOpinion
Date Created: 2022-01-10 02:59:40.492311+00
Date Added: 2024-06-11T08:33:56.017892
License: Public Domain

Martin, J.
The testator by his will bequeathed to the appellant absolutely the sum of $25,000. Of this sum $10,000 was invested in a house in Brooklyn, 3ST. Y., purchased, for her by the testator, thus leaving the sum of $15,-000 of such legacy to be paid otherwise. Afterwards, and during the lifetime of the testator, he delivered to the appellant 10 bonds, of the value of $10,000. The only question litigated in the court below, or presented upon this appeal, was whether the delivery to the appellant of the $10,000 in bonds was in satisfaction of the legacy to the appellant pr& tanto, or whether the bonds were an absolute gift; so that, notwithstanding their delivery, the appellant was still entitled to $15,000 of such legacy. The learned surrogate found “that the said bonds were delivered to the said Jane M. B. Heath by tlie testator in his life-time, bn or about the 28th day of October, 1885, as and for an advance to her upon and as a part of and satisfaction, to the extent of $10,000, of the legacy of $25,000, given to her absolutely in and by the fifth clause of the said last will and testament of the said testator.” We have carefully examined the evidence contained in the appeal-book, and, while there was some conflict therein, still we think it was sufficient to fairly justify this finding of the surrogate, and that it should be upheld. As conclusions of law, the surrogate held: (1) “That the said executors are entitled to charge and have properly charged in said executors’ account to the said Jane M. B. Heath the said ten bonds, for $1,000 each, as a part of the legacy of $25,000, to the amount of $10,000, given to her absolutely in the fifth clause of the said last will and testament of the said deceased. (2) That the said executors’ account, as filed and herein modified, be, and the same hereby is, in all things confirmed and allowed.” To these conclusions of law the appellant excepted. We do not think the exception well taken. The bonds in question having been delivered to the appellant by the testator in his life-time in satisfaction of her legacy pro tanto, it follows that the court properly held that she should be charged with the amount thereof as a part payment of such legacy. As no other questions were raised by the appellant, it follows that the portion of the decree of the surrogate appealed from should be affirmed.
Decree affirmed, with costs.