•',;\i l.'ii'. 1275 Cornell University Law Library The Moak Collection PURCHASED FOR The School of Law of Cornell University And Presented February 14, 1893 IN HEnORY OF JUDQE DOUGLASS BOARDMAN FIRST DEAN OF THE SCHOOL By his Wife and Daughter A. M. BOARDMAN and ELLEN D. WILLIAMS KFN5210'm12" "s/T"" """"^ ^'^^ uniifflK? JH!?.?,,;!. foWRlef e manual 3 1924 022 809 440 w W> Cornell University Library The original of this book is in the Cornell University Library. There are no known copyright restrictions in the United States on the use of the text. http://www.archive.org/details/cu31924022809440 THE EXECUTOR'S GUIDE COMPLETE MANUAL FOR EXECUTORS, ADMINISTEATGES AND GUAEDIANS, PULL EXPOSITION OE THEIK EIGHTS, PRIVILEGES, DUTIES AND LIABILITIES, AND 0¥ THE EIGHTS OE WIDOWS IN THE PEESONAL ESTATE, AND TO DOWEE. SECOND EDITION, EEVISEC AND GREATLY ENLARGED. EGBERT H. McCLELLAISr, OOXraSElOE, ETC., AND FOKMEB STnSoeATB OT EBNBSELAEB COUHTT. ALBANY: WILLIAM GOULD & SON, LAW BOOKSELLERS AND PUBLISHERS. 1873, Entered according to Act of Congress in tlie year 1873, ET ROBERT H. McOLBLLAN, in the office of the Librarian of Congress at Washington, PREFACE TO FIRST EDITION. I iave prepared this work expressly for execu- tors, administrators and guardians, who will find in it, concise but full directions for their conduct in the discharge of their responsible duties. I have quoted the statutes in full, and have avoided explanations of them as much as possible, having observed heretofore, that when the language of the statute is clear, explanations only embarass the the mind ia coming to a proper conclusion. The legal profession, will find ia this work a full collection of the statutes, collated properly, and references to authorities which will prove' use- ful to them. I submit the work to the public, hoping that it may be of use to a class having great responsibili- ties, for which they are illy paid ; and to the pro- fession, believing it will lighten their labors. Troy, July 20, 1862. THE AUTHOR. PREFACE TO SECOND EDITION. I have received so many flattering testimonials of the utility of the first edition of this book that in preparing the second edition I have added much matter -wrhich I beUeve will prove of great value. I have incorporated all the leading decisions announced since the issue of the former edition ; re-written the text where it was rendered neces- sary by legislation or over-ruUng decisions, and I have added what I believe to be the most com- plete collection of precedents yet published. I trust that the conciseness and simplicity of the precedents will make them particularly acceptable to the profession. I am especially indebted to N. C. Moak, Esq. of Albany, for some carefully prepared precedents and would express here, my grateful acknowledgments. Troy, March 1st 1873. EOBT. H. McCLELLAN. CONTENTS. Chapter I. Page. Of wills and manner of execution, i Chapter II. As to the powers and duties of the executors named before offering the will for proof, 7 Chapter III. Who may appoint an executor, and who may serve as such. Disability, howremoved, 12 Chapter IV. The duty of an executor in proving the will, 16 Chapter V. The proceedings on presentation of the petition for proof of the will and the service of the citation, 19 Chapter VI. Proceedings on return of citation and of proving the will, and of new trial within one year, 23 ' Chapter VII. Of granting letters testamentary, the renunciation of exe- cutors, letters of administration with the will annexed. How executors compelled to give bond, 30 Vi CONTENTS. Chaptee VIII. Page. Letters of administration, 36 Chapter IX. Greneral provisions in regard to letters testamentary and of administration. For what cause letters are revoked, etc., 48 Chapter X. Of the duties of executors and administrators in regard to the inventory ; and the rights of the widow and the mi- nor children, 53 Chapter XI. Eeturn of inventory ; how compelled ;^ and effect of not returning it, 67 Chapter XII. Of the collection of the estate ; compromising debts due the estate and advertising for claims, 68 Chapter XIII. Of the payment of debts and legacies, 82 Chapter XIV. Of the accounting of executors and administrators ; the final settlement and distributions of estates, and of com- missions, no Chapter XV. Of the mortgage, lease or sale of the real estate of a deceased person for the payment of his debts, 128 CONTENTS. Vll Chapter XVI. Page. A creditor may compel the executor or administrator to mortgage, lease or sell the real estate of the deceased to pay debts, 150 Chapter XVII. Gruardians and Wards, 158 .Chapter. XVIII. Accounts of guardians, how compelled to account and how removed, or relieved of their trust 173 Chapter XIX. Dower of widotr, and how admeasured, 184 Appendix, 197 BRKATA. On Page 2 in 3d line for assigned read, acquired. 108 in 17tli line for competent read, computed. 117 in 8tli line from bottom, for representative read, repre- 112 in 16th line for Ha/rbroueh read, Masbrouek. 148 in 11th. line between who and Tiame, insert momM. 170 in 16th linfe, in two places for rents read rests. 191 line 4, sem/ng read scigire. EXECUTOR'S ADMINISTRATOR'S GUIDE. CHAPTER I. Or Wills and Manners of Execution. A will is a disposition of an estate by a person called a testator, to. take effect upon his death. All persons of the age of twenty-one years, ex- cept idiots and persons of unsound mind, may so dispose of their real estate ; and males of the age of eighteen years, and females of the age of sixteen years, may in like manner dispose of their personal property. Married womenj formerly disabled by law from making a valid will, are by the statutes of 1848, and 1849, and 1869, expressly empowered to devise and bequeath their property, in the same manner as if unmarried. But these statutes, before 1860, gave to a mar- ried woman no power to dispose by will of pro- 1 2 EXECUTOR'S AND ADMINISTEATOE'S GUIDE. perty acquired before the passage of the acts, nor of the interest accruing after the acts, upon money previously assigned by her, nor of the proceeds of her own labor. [Ryder y. Hulse, 24 N. Y., 372; see also Woodhech v. HaveTis, 42 Barb., 66.) Wills shall be in writing, ■except in the case of soldiers in actual military service, or mariners at sea (2 K. S., 60; 3 R. S., 5th ed., 141). Special forms are not required in drawing a will; it is enough that the intention of the tes- tator is plainly expressed ; but it is well to follow certain forms of expression which have been long in use, in the formal parts. The execution of a will shall be accompanied with certain formalities regulated by statute, to the intent that, as the will is not to be proved until after the death of the testator, it will fully appear that in making it, he was aware of the character of the instrument, and was not imposed upon. §40. (2-E. S., 63; 3 R. S., 5th ed., 144). " Every last will and testament of real or personal property, or both, shall be executed and attested in the following manner: "1. It shall be subscribed by the testator, at the end of the will. "2 Such subscription shall be made by the testator, in the presence of each of the attesting witnesses,"- or shall be acknowledged by him to OP WILLS AND MANNER OF EXECUTION. 6 have been so made to each of the attesting wit nesses. " 3. The testator, at the time of making such subscription, or at the time of acknowledging the same, shall declare the instrument so subscribed, to be his last will and testament. [Unless the testator declares, or gives the wit- nesses, in some form, to understand at the time of making or acknowledging his subscription, that the instrument signed is his will, there is no sufficient publication. Bagley v. Blachman, 2 Lansing, 41.] "4. There shall be at least two attesting wit- nesses, each of whom shall sign his name as a witness at the end of the will, at the request of the testator. [It does not seem to be necessary that the wit- nesses should sign their names in the presence of the testator. Buddqn v. McDonald, 1 Brad., 352.] § 41. " The witnesses to any will shall write opposite to their names their respective places of residence ; and every person who shall sign the testator's name to any will by his direction, shall write his own name as a witness to the will. Who- ever shall neglect to comply with each of these provisions, shall forfeit fifty dollars, to be recovered by any person interested in the property devised or bequeathed, who shall sue for the same. 4 EXECUTOE'S AND ADMINISTEATOE'S GUIDE. "Such omission shall not affect the validity of any will ; nor shall any person, liable to the penalty aforesaid, be excused or incapacitated on that ac- count from testifying respecting the execution of such will." It is sufficient that the testator, when executing the will, makes the declaration and request to the witnesses, in answer to a question put to him. An attestation clause is not absolutely necessary, but it is used to perpetuate the transaction in the miads of the witnesses, and to assist them to recall the facts when they shall come to be sworn. • It should always be appended. (For form of will, see Appendix No. 1 and Codicil No. 2). NUNCUPATIVE OE UNWEITTEN WILLS. , To constitute a valid unwritten will, made by a soldier, it must be proved, that he was in actual service, either of the United States or the State of New York ; that, in prospect of battle, exposing his life, or in immediate danger of death from disease or wounds in such service, he declared what disposition he desired to make of his per- sonal property, under such circumstances as to make it appear that he intended such disposition to be his will. OF WILLS AND MANNER OP EXECUTION. 5 He may make this declaration himself, or in answer to questions put to him by another, and it ' is not necessary, even, that he request any other to witness the declaration as his will. One wit- ness, if credible, may establish the will before the surrogate of the county where the deceased resided, who will record the testimony proving the decla- ration made as a will; and if he considers it proved, he will issue letters upon it to the person named as executor by the testator, and it will operate as a valid disposition of personal estate. A mariner at sea, whether in the merchant ser- vice or the service of the government, may make such a will in the same manner. The question has arisen as to what constitutes being at sea, and it has been held (8 N. Y. Eep., 196) , that a master of a vessel lying at anchor in a bay of the ocean, near the land, where the tide ebbs and flows, was at sea in the meaning intended by the statute, the point of the decision being, apparently, that because he was in tide water he was at sea. [It* was held that the Delaware river opposite Philadelphia was not at sea, Thackeray v. Boat Farmer, Gilpin's R., 524. The Mississippi river at Vicksburgh held not at sea, Matter of William Gwin, 1 Tucker, 44.] This rule.df carried out — as it is reasonable to suppose it will be — will include mariners on b EXECUTOR'S AND ADMINISTRATOR'S GUIDE. vessels engaged in the coasting trade, even if they shall die leaving such a will in the Hudson river at any place below Troy. In one English case, under a similar statute, a mariner being on shore at Montevideo, in South America, received a wound and died, having first made a nuncupative will, which was held valid. A will may be revoked by the testator by de- stroying it, or by executing a new will expressly revoking the former one. POWERS, ETC., BEFORE PROOF OF WILL. CHAPTER II. As TO THE Powers and Duties of the Executors NAMED BEFORE OFFERING THE WiLL FOR PrOOF. On learning the fact of his appointment as an executor and the death of the testator, it becomes the immediate duty of the person so appointed, to decide whether or not he will take upon himself the discharge of the trust to which he is nominated , and to give notice to those interested in the will, of his decision. There are two ways in which an executor may relieve himself of the trust before the letters are issued to him. First — by remaining passive, and taking no steps in the matter. Second — by making and filing a renunciation. (See form and directions, Appendix No. 3.) In case more than one person is appointed in the will, any of them so appointed may decline to act, or renounce, and the remaining one or ones acting, will have full power to execute the will, as if all appointed assumed the trust. The duty of the executors, before the will is 8 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. proved, in relation to the property of the deceased, is regulated by statute. § 16. (2 R. S., 71 ; 3 R. S.., 5th ed., 156). « No executor named in a will,' shall, before letters testa- mentary are granted, have any power to dispose of any part of the estate of the testator, except to pay funeral charges, nor to interfere with such estate in any manner, further than is necessary for its preservation." From this it follows, that the executor named may sell the effects of the deceased, to the extent necessary to raise money to pay the necessary funeral expenses, and that he shall take charge of the estate to preserve it. In regard to what are proper funeral expenses, see hereafter'. For the purpose of preserving the property, the executor need not take it into his pfifssession, or remove it from the charge of the family of the deceased, unless he has good reason to suppose that it is being wasted or neglected — in which case he has power to take it, and he should do so for his own protection. He may, doubtless, convert into money perishable articles which could not be kept long enough to be inventoried. Where the effects are in charge of persons not interested in the preservation of them, the executor ought to care for them and remove them, if neces- POWERS, ETC., BEFORE PROOF OP WILL. 9 sary, and he will be protected in taking steps for that purpose. He may take the papers of the deceased and seal them up, awaiting further authority, and deposit them in a place of security. The will of the deceaseid should be opened and its contents ascertained as soon as practicable after his death, for the purpose of learning if any direc- tions are contained in it in regard to his funeral, or the immediate care of his family. There is in some parts of the state, a practice of waiting for six weeks after the death of the testator before opening the will, or taking any steps to prove it. This is founded in a sentiment of respect for the deceased, but is a mistaken exercise of it ; for the best way to manifest such respect, is to regard the wishes of the deceased and take imme- diate steps to carry them into effect, which can only be done'by proving his will and caring for ik.e estate which he accumulated for his family. In this connection, it may be well to State the liabilities . of any unauthorized persons taking possession of property of the deceased, as regu- lated by law. § 60. (2 R. S., 81. 3 R. S., 5th ed., 168.) [When an executor de son tort afterwards takes letters testamentary, his responsibility relates back 10 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. to the death of the decedent, or to his own first act of unauthorized interference, Estate Ellen Far- rell, 1 Tucker, 110.] § 60. " Every person who shall take into his posses- sion any of the assets of any testator or intestate, without being thereto duly authorized as executor, administrator or collector, or without authority from the executor, administrator or collector, shall be liable to account for the full value of such assets, to every person entitled thereto, and shall not be allowed to retain or deduct from such assets for any debt due to hini " from the deceased, personally, in his lifetime. But he may retain any such assets for a sum due to him for care taken of them, or for labor expended on them, and demand payment of a lien so acquired before delivering them up, or he may have such sum allowed him in accounting for the goods or the value thereof on a trial at law- ^17. (p. 449. 3 E. S., 5th ed., 747.) "No person shall be liable to an executor of his own wrong, for having received, taken or interfered with the property or effects of a deceased person, but shall be responsible as a wrongdoer, in the proper action, to the executors or general or special ad- ministrators of such deceased person, for the value of any property or effects so taken or received, and for all damages caused by his acts to the estate of the deceased." POWERS, ETC., BEFORE PROOF OF WILL. 11 It may be remafked that any one performing the Christian service of burying a deceased person will be allowed his reasonable funeral expenses out of the estate of the deceased, as a debt, preferred above all other debts. 12 EXECUTOR'S AND ADMINISTRATOR'S GtTIDE. CHAPTER III. Who may Appoint an Executor and who may . Serve as such. Disability, how Removed. The statutes, as amended by the act of 1848 and 1849, inresj)ect tothe rights and powers of married women, provide that " all persons except idiots, persons of unsound mind and infants, may devise their real estate by last will and testament," and that " every male person of the age of eighteen years or up^^ards, and every female of the age of sixteen years or upwards, of sound mind and memory, and no others, may give and bequeath his or her personal estate by will, in writing." An alien cannot take or give real estate by devise, but his will in regard to personal property will be carried out. The power to make a will involves the power to appoint executors, but — § 3. (2 R. S., 69 J 3 R. S., 5th ed., 154). "No person shall be deemed competent to serve as an executor, who at the time the will is proved shall be: "1. Incapable, in law, of making a contract (Except married women). • " 2. Under the age of twenty-one years. APPOINTMENT OF EXECUTOR. 13 " 3. An alien, not being an inhabitant of this State. {McQregor v. McGregor, 1 Keyes, 113.) "4. Who shall have been convicted of an infa- mous crime. " 5. Who, upon proof, shall be adjudged incom- petent, by the surrogate, to execute the duties of such trust, by reason of drunkenness, improvidence, or want of understanding. [McGregor v. Mc- Gregor, 1 Keye^, 133.) " Or one whose circumstances are so precarious as not to afford adequate security for the adminis- tration of the estate. (2 E. S., 70, § 6, 7.") Married women are capable of acting as execu- trices, and of receiving letters testamentary as though they were single wompn ; and their bonds, given upon the granting of such letters, shall have the same force and effect as though they were not married. (Chapter 782, Laws of 1867, § 2.) Before the passage of the act last quoted, letters could only issue to a married woman upon the consent of her husband in writing, filed with the surrogate, and by giving such consent he became liable for her acts jointly with her. The disability arising from the minority of the person appointed, is at an end at the arriving of the person appointed at full age; of an alien, on his becoming naturalized, or becoming an inhabitant of this State. 14 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. The first subdivision also includes, for example, idiots and lunatics and habitual drunkards, in charge of committees ; and the disability ceases in case of the lunatics and drunkards when they are discharged from the custody of their committee, and are judicially declared to be of sound mind, or capable of managing their own affairs. Upon the fourth subdivision it may be remarked that however guilty or base the executor appointed may be, conviction must precede the objection; and in case of contest before the surrogate, the record of conviction must be produced. (1 Barb., Gh. B., 47 ; Harrison v. McMahon, 1 Brad., 289 ; McMahon v. Harrison, 6 N. Y., 443 ; Emerson v. Bowers, 14 N. Y., 449.) The in(!ompetency mentioned in the fifth sub- division arises from drunkenness, improvidence, , or such a want of care and foresight as renders the person appointed a poor manager of his own affairs ; or want of understanding, which, it is sup- posed, is intended to mean gross ignorance of business, as well as natural incapacity, and, pro- bably inability to read and write would ordinarily be a sufficient objection. A professional gambler is presumptively incompetent. {McMahon v. Harri- eon, 6 N. Y., 443, 1 Brad., 289.) "Any surrogate may, in his discretion, refuse the application for letters testamentary, or letters APPOINTMENT OP BXECUTOE. 15 of administration, of any person unable to read and write the English language." Chap. 782, laws of 1867, §5." These objections are addressed to the discretion of the surrogate, and may be made at any time before the issuing of letters, but the decision is prob- ably open to review before a superior or appellate tribunal. 16 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. CHAPTER IV. The Duty of an Executor in Proying the Ay ill. There is no absolute necessity that application for the probate of a will be made by an executor ; it may be made by any person interested. Even a creditor may make the application and procure the necessary citation, in case those more immediately interested neglect the duty. But the application should be made, usually, by the one who intends to act as executor, and he should, by diligent inquiry, ascertain, if possible, the names and residences of the heirs at law and next of kin bf the testator, so as to inform the surrogate of the requisite facts. § 5. (S. L. ; 1837, chap. 460-; 3 R. S., 5th ed., 146). "On application to the surrogate, he shall ascertain, by satisfactory evidence, the following facts : " 1 If the will relates exclusively to real estate, the names and places of residence of the heirs of the testator, or that upon diligent inquiry the same cannot be ascertained ; " 2 If the will relates exclusively to personal estate, the names and places of residence of the widow and next of kin of the testator, or that upon diligent" inquiry the same cannot be ascertained ; EXECUTOR'S DUTY IN PROVING WILL. 17 (I 3. If the will relate to both real and personal estate, the names and places of residence of the heirs, widow and next of kin of the testator, or that upon diligent inquiry the same cannot be ascer- tained." The diligent inquiry required, is seeking the requisite information from those who, by reason of relationship to the testator, or intimate ac- quaintance, may be expected to know of his family. I would here caution parties not to confound the terms heirs and next of kin in the statute, with legatees and devisees in fhe will. The terms heirs and next of Mn imply blood connection, while the relation of legatee or devisee arises from the will, and the testator and the legatee or devisee, may be strangers in blood as well as in fact. . Heirs are distinguished also from next of kin ; the first taking the real estate by descent, and the last taking the personal property by distribution. Thus the heirs of a deceased person are — 1. His children lawfully begotten, if he have any, and the children of such as shall have died; 2. His father, if he be living ; 3. His mother, if she be living ; 4. His collateral relatives. (3 E. S., 41.) The next of kin are — 1. The children ; 2. The father; 3. The mother, and brothers, and sisters, and the legal representatives (that is, the children) of such as shall have died; 4. His collateral rela- 18 BXECtTTOE'S AND ADMINISTRATOE'S GUIDE. tives, not beyond brothers' and sisters' children. (2 R. S., 96 ; 3 R. S., 5th ed., 183.) The heirs at law and next of kin of an illegiti- mate, if he have no children, are — 1. His mother ; 2. His relatives on the part of his mother. (S. L., 1845, chap. 236.) " And illegitimate children born since 1855, in default of lawful issue, are heirs at law and next of kin of theirmothers." (S. L., 1856", chap. 547.) Having ascertained these ifacts, they should be embodied in a petition to the surrogate (see form. Appendix No>l§), which, together with the will, should be presented to that officer, who will issue a citation to the proper parties. If the executor has not the will in his possession, or if he cannot obtain it, the petition should state in whose possession it is, and the surrogate will issue a subpoena to the person holding it and com- pel him to produce it. K there be no executors named in the will, or if he or they be incompetent, have removed to a great distance, or are dead, the duties above speci- fied devolve upon any person interested in the will, who may proceed as above directed. PROCEEDINGS ON PETITION FOR PROOF. 19 CHAPTER V. The Proceedings on Presentation of the Petition FOR Proof of the Will and the Service of the Citation. The petition having been presented to the surro- gate, containing the information required above, he will issue a citation to the proper persons, requiring them, at a time and place therein mentioned, to appear before him, and attend the probate of the wiU. (See order and citation in appendix.) The citation shall be directed to the proper per- sons, by name, stating their places of residence, if they can be ascertained. § 8. (S. L. 1827, chap. 460, as amended 1840 and 1863 ; 3 R. S., 5th ed., 147.) " The citation shall be served on the persons to whom it is di- rected, as follows : " 1. On such as reside in the same county with the surrogate, or an adjoining county, by deliver- ing a copy to such person, at least eight days before the day appointed for taking the proof, or by leav- ing a copy at least eight days, as aforesaid, at the dwelling-house or other place of residence of such person, with some individual of suitable age and discretion, and under such circumstances as shall 20 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. induce a reasonable presumption in the mind of the surrogate, that the copy came to the hands or knowledge of the person to be served with it, in time for him to attend the probate of the will. "2. On such as reside in any other county in this state, by delivering a copy personally to such per- son, or leaving it at his dwelliag-house or other place of residence, in the mannier and under the circumstances above mentioned, at least fifteen days before the day appointed for taking the proof. If such citation is directed to a minor under the age of fourteen years, withia this state, whose name and residence can be ascertained, a copy thereof shall be delivered to such minor personally, and also to his father, mother, or guardian ; or if there be none within this state, then to any per- son having the care and control of such minor, or with whom he shall reside, or in whose service he shall be employed. If any party to be served be insane or an idiot, service shall be made on his committee ; if there be no committee, then service shall be made on the lunatic or idiot, and also on the person in whose care or custody he may be. (S. L., 1872, ■ chap 693, § 1.) " 3. On such persons as do not reside in this state, citations may be served by delivering a copy personally to such persons, or leaving it at his or her PROCEEDINGS ON PETITION FOR PROOF. 21 dwelling-house or other place of residence, not less than fifteen days nor more than ninety days before the day appointed for taking proof of any will ; and on such persons as do not reside in this state, or whose places of residence cannot be ascertained, by publishing a copy of the citation in the state paper for six weeks previous to the day appointed for taking the proof." In all cases where service is made by publica- tion, a copy of said citation shall also be mailed to each person so served, at his place of residence or post-office address, if the same can be ascertained, at least thirty days before the return-day thereof. The statute requires that the proof of the ser- vice of the citation be by affidavit (S. L., 1837, chap. 460, § 9), but, practically, in case of parties of full age, there can be no doubt that an admis- sion of service signed by the parties, will on proving their signatures, be sufficient, without a formal service of a copy ; and a certificate of service of a sheriff would undoubtedly give the court jurisdic- tion of the persons so served. Where, however, all the parties, heirs-at-law and next of kin, are of full age, they may waive the fornlal service, or any service, and by aU uniting in the petition for proof, or by appearing in court and filing a written consent to the course, Ihe sur- rogate will proceed to take proof of the will and 22 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. issue letters fortliwith. But a special or general guardian may not waive any formality, his duty being, in fact, to see that all the requirements of the law are complied with. Should it be necessary to travel in making ser- vice of the citation, the executor may be allowed his expenses of such travel, or he may employ a person to make the service, and he may be allowed a reasonable payment made to such person. It will be well to procure from the surrogate, on 'VT.iaking the citation, a subpoena for the witnesses resident in this state, with the necessary tickets ; and the fees of such witnesses are the same as in courts of record, to wit, eight cents per mile for going to court only, and fifty cents for each day's attendance. PROCEEDINGS ON RETURN OP CITATION. 23 CHAPTER VI. Proceedings on Retuen of Citation and of Prov- ing THE Will, and of new Trial within one Year. On the day appointed for proof, if the citation shall not have been duly served on all the parties who ought to receive notice, the surrogate may adjourn the proceedings and issue a further cita- tion (S. L. 1837, chap. 460 ; 3 R. S., 5th ed., 148), and, as may sometimes happen, should the name of some proper persons have been omitted in the petition for probate, a supplementary petition may be filed at any time, on discovering the omission, and a new citation issued to bring them into court. If however, the service is complete, the surro- gate will ascertain who of the pa,rties named in the citation are minors, or, by chap. 693, of Laws of 1872, lunatics or idiots, and will appoint a special guardian for such minors. (See proof service of citation in appendix.) [The special guardian in probate proceedings should be a lawyer, for the special guardian must appear in person, and no other than an attorney can appear in the surrogate's court except in his own behalf. Will of Pierre Spicer, 1 Tucker, 90. 24 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. See order for special guardian and consent in appendix.] The special guardian so appointed shall appear in person before any further steps are taken and, on his appearance, the surrogate will cause the witnesses to be examined before him. At this point, the party offering the will for pro- bate, may learn for the first, that the probate is contested. If this should be so, and the executor or other party offering the .will, be but remotely interested in the matter, it is suggested that he turn over the responsibility of the contest to those more nearly interested in proving the will, as legatees or devisees, by immediately notifying them that the probate is contested, that they make the proper appearance before the surrogate and take charge of their interests. They will have leave to appear upon petitions. (See petitions and order in appendix.) .As counsel will necessarily be employed, if the probate is contested, it is not neces- sary to treat further of that branch of the subject here. At least two of the witnesses, if so many are living in this state, and of sound mind, and are not disabled from age, sickness, or infirmity, from attending, shall be produced and examined; and the death, absence (from the state), insanity, sick- ness, or infirmity of any of them shall be satisfac- PROCEEDINGS ON RETTTEN OP CITATION. 25 torily shown to the surrogate taking such proof. (S. L., 1837, fehap., 460 ; 3 R. S., 5th ed., 148.) If any such aged, sick or infirm witness resides in the same county with the surrogate, the surro- gate will, without making unnecessary delay, proceed to take the examination of such witness, at his dwelling-house or other place of residence. K he reside in any other county of this state, the surrogate will direct that his examination be taken by the surrogate of such county. If all the witnesses are out of the state, dead, or insane, or incompetent to testify, the surrogate may receive proof of the handwriting of the tes- tator and of the subscribing witnesses, and of such other facts and circumstances as would be proper to prove such will on a trial at law. [Proof of handwriting cannot be given where the subscription is by mark thus + . So said Sur- rogate Tucker, Matter of Edward Walsh, 1 Tucker, 132. We can not see why an habitual signature by mark could not be proved as well as the habit- ual forming of certain letters.] But in such case, the surrogate can only record the will as a will of personal estate. (S. L. 1837, chap. 460; 3 R.. S., 5th ed., 150.) And a com- mission may also issue, as in the Supreme Court, to take the testimony of witnesses to the will, and other testimony. ' 26 EXECUTOR'S AND ADMIN ISTRATOE'S GUIDE. If it shall appear that the testator signed his will in the presence of at least two witnesses, publishing the instrument as his last will and testament; in their presence, declaring it to be such ; or if, after signing, he acknowledged to such witnesses that he had*signed it, publishing and declaring it as above; that he requested them_to sign as witnesses ; that they did so sign ; that at that time the testator was of sound mind and memory, of full age to execute a will, and not under any restraint, the surrogate will enter an order that the same be admitted to probate and be recorded as a will of personal estate. To entitle it to be recorded as a will of real estate, it must further appear, that the testator was a citizen of the United States; or if an alien, that he had taken the proper steps to enable him to take and convey real estate. (See depositions on probate, and order for probate in the appendix.) [While it may be, that a resident of the United States shall be presumed, in law, to be a citizen, it will be the safer course to prove that the deceased was a citizen, a presumption of which may be raised by proving that he exercised some of the franchises of a citizen, as that he voted. The statute requires that this shall appear.] The surrogate will record the will and proofs in accordance with the order, and will attach a certificate to the will, that the same had been PROCEEDINGS ON RETURN OP CITATION. 27 duly proved before him, as a will of personal estate or of real and personal estate, as the case may be, and will, on demand, deliver it to the person from whom he received it; or, in case of his death, insanity, or removal from the state, to any devisee named in such will, or to .the heirs or assigns of such devisee ; or if the same relate to personal estate only, to any acting execu- tor of such will, or administrator with the will an- nexed, or to a legatee named therein. (2 R. S., 66 ; 3 K S., 5th ed., p. 150.) The will so proved and certified, together with the proofs thereof, when it relates to real estate, may and should be recorded in the offices of the clerks of the counties in which such real estate may lie, who are required to record and index them, as they are required to record and index conveyances. (S. L. 1846, chap. 182.) This provision, although generally overlooked, is becoming constantly of more importance, as the titles to real estate are becoming more compUcated; and I think it advisable, in all cases where the tes- tator held land in a county where he did not reside, to take advantage of it. Exemplified copies of wills proved out of the state, devising real estate, may be recorded in the office of the surrogate of the county where such real estate is situated, and shall be presumptive 28 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. evidence in all proceedings relating to the lands so devised. (S. L., 1864, p. 746.) New Hearing as to Probate within one Year. It is provided by the statute (2 R. S., 61, § 30, et seq.), that notwithstanding a will of personal pro- perty may have been admitted-to probate, any of the next of kin to the testator, may at any time within one year after ^uch probate, contest the same, or the validity of such will. For that purpose, such relative shall file in the office of the surrogate by whom the will was proved, his allegations in writ- ing, against the vaHdity of such will, or against the competency of the proof thereof; upon the filing of such allegations, the surrogate shall issue a cita- tion to the executors who shall have taken upon them the execution of such will, or to the adminis- trators with such will annexed, and to all the lega- tees named in such will, residing in this state, or, to their guardians, if any of them be minors, or to their personal representatives, if any of them be dead, requiring them to g,ppear before him on some day to be therein specified, not less than thirty, nor more than sixty days from the date thereof, at his ofl&ce, to show cause why the probate of such will should not be revoked. (See allegations and order in appendix.) 'After service of the citation, the executor, or PEOCBBDINGS ON RETURN OF CITATION. 29 administrator with the will annexed, shall suspend all proceedings in relation to the estate of the testator, except the collection and recovery of moneys and the payment of debts, iintil a decision shall be had. The citation shall be personally served, at least fourteen days before the return day. If any lega- tees named be miniPi, the surrogate will appoint a special guardian for them, and proof will be taken as if no proceedings had been had before on the same will. If, , on the hearing, the surrogate shall decide that the will is, for any reason, invalid, or that it is not suflBciently proved to have been the last will and testament of the testator, he shall annul and revoke the probate thereof; if otherwise, he shall confirm such probate. His decision may be ap- pealed from at any time, within three months therefrom. , "Whenever the surrogate shall annul the pro- bate, he shall cause notice thereof to be served on the executor named in the letters, or the adminis- trator with the will annexed, and to be pubHshed for three weeks in a newspaper printed in the county. The power and authority of the execu- tor or administrator with the will annexed shall thereupon cease, and he shajl account for all moneys received by him; but all acts done in good faith before notice^ shall be valid. 30 EXECUTOR'S AND ADMINISTEATOE'S GUIDE. CHAPTER VII. Of GRANTiNa Letters Testamentary. The Renun- ciation OP Executors. Letters of Administra- tion WITH THE Will annexed. How Executors Compelled to Give Bonds. After a will of personal estate shall have been proved, the surrogate will issue letters testamentary thereon, to any competent person named as execu- tor, who shall appear and qualify. And they may be granted immediately, unless some person in- terested file an affidavit that he intends to interpose objections to competency, of the executor under the provisions quoted heretofore, on page — (which see) . If such an affidavit shall be filed, the sur- rogate shall stay the granting of letters for thirty days, unless the matter shall be sooner disposed of. (S. L. 1837, chap. 460, § 22; 3 R. S., 5th ed., 154.) (See affidavit objections and order in ap- pendix.) [If the affidavit shows any intention to file objec- tions against only one of several executors, the surrogate will suspend action as to all. McGregor, V. Bud, 24 N. Y., 166. [If the objector swears that he is a creditor, the surrogate will not try the issue, as to whether he is, OF GRANTING LETTERS TESTAMENTARY. 31 in fact, a creditor, but will try the objections. Estate Horatio N. -Ferris, 1 Tucker, 15. [As to rules of adjudication upon tbe objections, see hereafter in regard to requiring executors to give bonds after letters issued.] And letters will be issued on the executor's qualifying, or taking the oath of office and filing thQ same with the surrogate. This oath may be taken before the surrogate, county judge, or a commissioner of deeds, or the clerk appointed by the surrogate. In Kings county, the- clerk or clerks of the surrogate are also autho- rized to administer it. (See form, in Appendix.) (3 K. S. 5th ed. 171 ; S. L., 1863, chap. 392, § 9.) Any person named as an executor, may renounce by an instrument in writing, attested by two wit- nesses, and on the same being proved to the satis- faction of the surrogate he will file and record it. (See form in Appendix.) And if any person named as an executor shall not appear to qualify within thirty days after the will is proved, and shall not have renounced, the surrogate may, on application of any person interested, issue a sum- mons to such executor to appear and qualify within a Certain time, or he will be deemed to have re- nounced the appointment. (See petitions and in appendix.) (2 R. S., 70; 3 R. S., 5th ed., 155.) But if all the persons named as executors renounce 32 EXECUTOR'S AKD ADMINISTRATOR'S GUIDE. « or neglect to qualify after summons as above, or are legally incompetent, then letters of adminis- tration with the will annexed will be granted, as if no executors had been named in the will — 1. To the residuary legatees, or some one of them ; 2. To any principal or specific legatee ; 3. To the widow or next of kin ; 4. To any creditor of the testator — in the same manner and under the like regulations and restrictions as letters of adminis- tration in cases of intestacy ; which see hereafter. (See petitions order etc., in appendix.) [A guardian of an infant, who is not a residuary or specific legatee, is not entitled to letters with the will annexed in preference to the widow of the testator. Gluett v. Mattice, 43 Barb. 417.] An executor who does not renounce, or who is not deemed to have renounced after summons, may at any time appear and qualify, and letters will be issued to him ; and in some cases it is advisable to apply for such letters, either for the protection of the estate, or when the executor previously acting shall die or become incompetent. [An executor who has renounced, may re- tract his renunciations at any time before letters are issued to others, or, afterwards, upon the de- cease of those having letters, or after their revoca- tion. Robertson v. Mc Goech, 1 1 Paige, 640 ; Casey v. Gardiner, 4 Brad. 13.] Letters testamentary upon a will of a testator OF GRANTING LETTERS TESTAMENTARY. 33 domiciled without the state, at the time of his death, may also be issued by the surrogate of any county in which there may be any property effects. (See S. L., 1863, 694.) If, after letters testamentary shall have been granted to any person named as executor, complaint shall be made to the surrogate of the county, by any person interested in the estate, that the person so appointed as executor, has become incompetent by law to serve as such, or that his circumstances are so precarious as not to afford adequate security for his due administration of the estate, or that he has removed or is about to remove from this state, the surrogate shall proceed to inquire into such com- plaint. (See petitions etc., in Appendix.) [As to incompetency, see above, p. 12. Where an executor has no property except an unliquidated demand, and was about to remove from the state, held, that he should be required to give security. Wood V. Wood, 4 Paige, 299 ; Holmes v. Cock, 2 Barb. ch. 426. An executor should not be required to give security, merely because he does not own property to the full value of the estate, and when there is no ground for supposing that the trust fund is in dan- ger. Mandeville v. Mandeville, 8 Paige 475. The main point is, whether, the circumstances being considered, it is doubtful whether the trust 34 EXECUTOR'S AND ADMINISTEATOE'S GUIDE. fund is safe in his hands, to be administered as directed. Gottrell v. Brook, 1 Brad., 148.] This complaint should, undoubtedly, be on oath, stating the causes of complaint clearly and ex- plicitly, and thereupon the surrogate will issue a summons, to be personally served at least six days before the return day, if the executor be in the county, or, if he shall have absconded from the county, it may be served by leaving it at his place of residence. If, on the return day, the sum- mons shall appear to have been duly served, and on hearing the proofs and allegations of the par- ties, it shall appear that the complaint is sustained, the surrogate shall require the executor to give a bond with sureties like those required of adminis- trators, within not exceeding five days. [The costs of the application, if granted, should, as a general rule, be charged on the fund, that is, the estate. Eolmes v. Cock, 2 Barb., ch. 426.] If such person neglect to give a bond, or if it appear, that he is legally incompetent, the surro- gate shall, by order, supersede the letters testa- mentary so issued to him, and his rights and authority as executor, shall thereupon cease. If, after such removal, there be no acting executor of such will, the surrogate shall grant letters of ad- ministration with the will annexed, in the manner above set forth. OP GRANTING LETTERS TESTAMENTARY. 35 And in all cases, the administrators with the will annexed shall observe and perform the will, and their rights, powers and duties shall be the same as if they had been named executors in the will. (2 R. S., 72 ; 3 R. S., 5th., 157.) But he cannot sell and dispose of real estate for the purpose of division among legatees, or do any act about the re!a,l estate, without further authority from the Supreme Court. (GonJdin Y.Egerton, 21 "Wen. 430 ; affirmed on another ground, 25 Wen., 224; D(mimick Y. MMiobel, 4 Sand. Sup. Ct. R., 374 ; Boome v. Phillips, 27 N. Y., 357.) [But if the administrator with the will annexed assumes to act as trustee as to real estate, in place of the executor appointed and who declined to act, those interested might consider him as trustee instead as a wrong doer, and have him removed for neglect of the duties proper to the trustee. 2 Edw. ch., 32. And it being doubtful whether the administrator with the will annexed, was authorized to execute a trust power given to the executor named and who declined to act, the court appointed the ad- ministrator trustee, and directed him to execute the conveyance of the property, both as adminis- trator and trustee. Gilchrist v. Bae., 9 Paige, 66. Letters testamentary and of administration, generally, are local in their character, and extend only to assets and property within 'the state. Doo- little V. Lewis, 7 Johns., ch., 45.] 36 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. CHAPTER VIII. Letters of Administration. When a person dies, leaving no will, lie is said to die intestate, and letters of administration are granted on his estate. Administrators, in their representative capacity, have no charge over the real estate of their intestate [Hillman v. St&phms, 16 N. Y., 278 ; Griffith v. Beecher, 10 Barb. 432), and their authority is local, extending only as to assets within the state. (Doolittle, v. Lewis, 7 Johns., ch. 45.) There are three forms of letters of administra- tion : general letters upon the estate of an intes- tate ; special letters of collection, upon the estate of either an intestate or testator, in certain cases, and letters of administration with the will annexed. § 23. (2 K S., 73 ; 3 R. S., 5th ed., 158.) " The surrogate of each county shall have sole and ex- clusive power within the county for which he may be appointed, to grant letters of administration of the goods, chattels and credits of persons dying intestate, in the following cases : 1. Where an intestate at or immediately pre- vious to his death, was an inhabitant of the county LETTERS OF ADMINISTRATION. 37 of such surrogate, in whatever place such death may have happened. 2. Where an intestate, not being an inhabitant of this state, shall die in the county of such sur- rogate, leaving assets (that is, personal property or evidences of debt) therein. 3. Where an intestate, not being an inhabitant of this state, shall die out of the state leaving assets in the county of such surrogate, and in no other county. 4. Where an intestate, not being an inhabitant of this state, should die out of the state, not leaying assets therein, but assets of such intestate shall thereafter, come into the county of such surrogate." The person applying for general letters of ad- ministration, must produce proof to the satisfaction of the surrogate, that^the deceased left no will, of the time, place, and manner of his death, and the value of his personal estate. [If it is alleged, in opposition to the application for letters of administration, that there is a will, and a will is traced last to the possession of the deceased, there must be proof of a search among his papers, and if it be not found, the presumption will be that he revoked it by destroying it. Bulhley V. Redmond, 2 Brad., 281. The surrogate must examine the persons apply- ing, and may also examine other persons and compel their attendance.] 38 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Usually, however, this proof is all included in the petition which is presented for letters by the applicant. The petition must also state whether the deceased left a widow, with her name, and the names and places of residence of the next of kin, or that these facts cannot, after diligent inquiry, be ascertained, and what relation the petitioner has to the estate. (See forms in Appendix.) § 27. (2 R. S., 74 ; 3 R. S., 5th ed., 158; amended chap. 782, Laws of 1867.) Administration, in case of intestacy, shall be granted to the relatives of the deceased, who would be entitled to succeed to his personal estate, if they, qr any of them, will accept the same, in the following order : " First, to the widow ; second, to the children ; third, to the father ; fourth to the mother ; fifth, to the brothers ; sixth, to the sisters ; seventh, to the grand-children ; eighth, to any other of the next of kin who would be entitled to share in the distri- bution of the estate. If any of the persons so en- titled be minors, administration shall be granted to their guardians ; if none of the said relatives or guardians will accept the same, then to the credit- ors of the deceased, and the first creditors applying will, if otherwise competent, be entitled to the . preference. [Where a person dies leaving a father and brothers, it is error to grant letters to a creditor LETTERS OF ADMINISTRATION. 39 upon the renunciation of the father only. Laihnyp V. Smith, 35 Barb., 64; and Id., 24 N. Y., 417.] If no creditor apply, then to any other person or persons legally competent ; but in the city of New York the public administrator shall have pre- ference, after the next of kin, over creditors and all other persons ; and in the other counties, the county treasurer shall have preference, next after credit- ors, over all other persons. And in the case of a married woman dying intestate, her husband shall be entitled to administration in , preference to all persons. " This section shall not be construed to authorize the granting of letters to any relative not entitled to succeed to the personal estate of the deceased as his next of kin, at the time of his decease." Where several persons, of the same degree of kindred, apply for letters, males are preferred to females; relative of the whole blood, to those of the half blood ; unmarried women, to such as are married ; and where several persons, in the same degree and equally entitled, apply, the surrogate may appoint such as in his discretion he thinks most fit. §29. (2 R. S., 75; 3 R. S., 5th ed., 159.) "A husband, as such, if otherwise competent, according to law, shall be solely entitled to administration on the estate of his wife, and shall give bond as other 40 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. persons, but shall be liable, as administrator for the debts of his wife, only to the extent of the assets received by him. In the case of persons, not inhabitants of this state, dying and leaving assets in this state, admin- istration shall be granted ; first, to relatives apply- ing, and in case such do not apply, then, in the city of New York, second, to the public adminis- trator; in all other counties, second, to some person who may have been legally appointed administrator in any other state, who, on produc- ing his letters granted in such other state, shall be entitled in preference to creditors, or to some person appointed by the foreign administrator to receive them. But if none of the persons above specified apply, then creditors or other proper persons may do so, and after the proper citation, may receive letters. And any person entitled to letters, by filing his or her consent in writing, may have a competent person, not otherwise entitled, joined in the ad- ministration (2 E. S., 75 ; 3 E. S., 5th ed., 160) ; as, for example, a widow may have hel" father, or brother, or another person, joined with her; a son or a daughter may have any competent person joined w;ith him or her. The consent required may be embodied in the petition. [When this consent shall have been acted on, LETTERS OF ADMINISTRATION. 41 and letters issued, the consent cannot be revoked. Estate of Elijah -D Williams, 1 Tucker, 8.] Where a married woman is entitled to letters the same may be granted to her as if she were unmarried. (Chap. 782, Laws of 1867.) And if any person who would otherwise be entitled, be a minor, such letters shall be granted to his guardian, the same as they would be to the person so entitled if of full age. (2 R. S., 75 ; 3 R. S., 5th ed., 160.) § 32. (Page 75, 3 R. S., 5th ed.,159.) " No letters of administration shall be granted to any person convicted of an infamous crime, nor to any one incapable, by law, of making a contract, nor to a person not a citizen of the United States (unless such person reside within this state) nor to any one who is under twenty-one years of age, nor to any one who shall be judged incompetent, by the surrogate, to execute, the duties of such trust, by reason of drunkenness, improvidence, or want of understanding. * * [The surrogate cannot exclude a person other- wise entitled to letters, except for the causes speci- fied in the statute. Coope v. Lowerre, 1 Barb., ch. 45. As to the degree of drunkenness incapacitating the applicant, see Elmer v. Kechele, 1 Red field, 472.] 42 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. § 5. (L. S, 1867, thap. 782.) "Any surrogate may, in his discretion, refuse the application for letters testamentary, or -letters of administration of any person unable to read and write the English language." But before the issuing of letters, the applicant must produce and file, with the surrogate, a renun- ciation, executed in the manner heretofore pre- scribed in speaking of renunciations by executors, (see form. Appendix), of all persons having a prior right to administration; or the surrogate must issue a citation to such persons, requiring them to show cause why administration should not be granted to such applicant. . [One who has renounced may revoke his renun- ciation at any time before letters are actually granted. Casey v. Qardiner, 4 Brad., 13.] The citation must be served on such as reside in the county, personally, or by leaving a copy at their residences, at least six days before the return- day thereof; on such as reside in any other county in this state in the same manner, at least forty days before the return day ; and on such as reside out of the state, or whose residences cannot be ascertained, personally, at least forty days before its return, or it may be published, as against those out of the state, or whose residences cannot be ascertained, once a week for six weeks, in the state paper. LETTERS OF ADMINISTRATION. 43 In all cases of publication, a copy must be mailed to those whose residences can be ascertained, at least thirty days before the return day of the citation. A like citation must be served at least twenty days before its return, on the attorney general of the state, in all cases where it does not appear in the application, or other written proof, to the sur- rogate, that the intestate left kindred entitled to his estate, specifying names and residences, as far as can be ascertained. (See petitions, order etc., in Appendix.) On the application, therefore, if the person applying has the first right, or is one of several equally entitled as a class, or on filing the renun- ciation of persons having the prior right, or on the return day of the citation to such persons, if they or some of them do not take letters or show cause why ' the applicant should not have them, letters will issue to the applicant, on his taking an oath or afiirma- tion, before any ofiicer authorized to administer oaths, and filing the same with the bond required. (See oath, in Appendix.) The bond is executed to the people of the state, ' with two or more sureties, to be approved by the surrogate, and in a penalty of not less than twice the value of the personal estate of which the de- ceased died possessed. 44 BXECUTOE'S AND ADMINISTRATOK'S GUIDE. The surrogate may examine such persons as he may think proper, as to the value of the personal estate, and he may also require the sureties to jus- tify. The execution of the bond must, in all cases, be acknowledged or proved before the surrogate or some person authorized to take acknowledgment of deeds. (See form. Appendix.) Special Letters of Administration may issue in the discretion of the surrogate, when, in case of a contest relative to the proof of a will, or relative to granting letters testamentary or administration with the will annexed, or of administration in cases of intestacy ; or where by reason of absence from this state of any executor named in the will or for any other causes, a delay is necessarily pro- duced in granting such letters. Before taking such letters, |the person appointed collector shall take the oath of office, and shall give a bond with sureties the same as in case of general administra-- tion. (2 R. S., 76 ; 3 R. S., 5th ed., 160. See forms in Appendix.) His duties, when appointed, extend only to the collection and preservation of the estate (personal) of the deceased, and he has authority to collect the goods, chattels, personal estate and debts of the deceased^ and to secure the same, at such reasonable expense as the surrogate shall allow. For these purposes, he may maintain actions as administrator, and, under the directions of the LETTERS OP ADMINISTRATION. 45 surrogate, he may sell such of the goods of the de- ceased as shall be deemed necessary for the pre- servation and benefit of the estate, after the same shall have been appraised. The condition of the bond of such special ad- ministrator (who is also called a collector), is that he will make a true and perfect inventory of such of the assets of the deceased as shall come into his possession or knowledge, and return the same, within three months, to the office of the surrogate granting the letters"; that he will faithfully and truly account for all property, money and things in action, received by him as such collector, when- ever required by the said surrogate, or any other court of competent authority, and will faithfully deliver up the same to the person or persons who shall be appointed executors or administrators of the deceased, or to such other person as shall be authorized by the surrogate to receive the same. [It has been held, that the sureties of a special administrator, are liable for moneys received by him before his appointment. Oottsherger v. Taylor, 19 N. Y., 150.] The condition of the bond expresses fully his liability, and the delivery and account may be enforced by an order of the surrogate and by an attachment to be issued by him, as in other cases of administration. 46 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. By chapter 71 of Laws of 1864, it is provided, that every special administrator shall, within ten days after receipt of moneys as such, deposit them with some person who shall give adequate secu- rity by a bond in a penalty to be fixed by the surrogate with two sufficient sureties to be approved by him, or with such banking associations as the surrogate shall direct. In the county of New York, he shall deposit such moneys, in an incor- porated trust company. These moneys shall not be withdrawn, except upon the order of the surro- gate to be presented to the depositary, and no order shall be made for such withdrawal, except upon notice to the attorneys of all parties who have appeared in the estate. The special administrator shall be appointed only after notice of two days, in writing, shall have been given to the attorneys of the parties who have appeared in the case of the names of the per- sons who are proposed as sureties of the special administrator, and the time and place of their jus- tifications. On the day fixed the sureties may be fully examined, and if they shall not appear to be worth, collectively, double the penalty of the bond, no letters shall issue. No sale or transfer of personal property shall be made by the special administrator, except on the order of the surrogate, made on notice to all par- LETTERS OP ADMINISTRATION. 47 ties who have appeared by attorney. The time for the notice shall be ten days, and shall be served on the attorneys in the manner provided by law, for service of notice of motions in civil actions. The time, when • service is by mail, will require to be twenty days. The notice of the apphcation for a special ad- ministrator shall be given in the same manner, at least ten days before the application is made. Such administrator shall account for all interest received by him in the same manner as for prin- cipal. 48 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. CHAPTER IX. General Provisions in Regard to Letters Testa- mentary AND OF Administration. For what rea- sons Letters are revoked, etc. §. 44. (2 R. S., 78 ; 3 R. S., 5th ed., 162.) " In case any one of several executors or administrators to whom letters testamentary or of administration shall have been granted, shall die, become lunatic, convict of an infamous offense, or otherwise be- come incapable of executing the trust reposed in him ; or in case that letters testamentary or of ad- ministration shall be revoked or annulled according t© law, with respect to any one executor or admin- istrator, the remaining executors or administrators shall proceed and complete the execution of the will or the administration, according to law." If all such executors or administrators shall die, or become incapable, as aforesaid, or the power and authority of all of them shall be revoked according to law, letters of administration or letters of admin- istration with the will annexed, as the case may require, shall issue, as in the first instance. § 46. "If, after granting any letters of adminis- tration on the ground of intestacy, any will shall be subsequently proved, and letters testamentary, or of IN REGARD TO LETTERS TESTAMENTARY. 49 administration with the will annexed, be thereupon issued, a revocation of such first letters of adminis- tration shall be made by the surrogate ; and until the same be made and served on such first admin- istrator, his acts, done in good faith, shall be valid * * *." § 25. (S. L. 1837, chap. 496 ; S. L. 1862, chap. 229; 3R. S., 5thed.,163.) When any person inte- rested in the estate of the deceased shall discover that the sureties of any executor or administrator are becoming insolvent, that they have removed or are about to remove from this state, or that for any other cause they are insufficient (as when|the estate is discovered to be larger than at first supposed, § 35), such person may make application to the sur- rogate who granted the letters testamentary or of administration, for relief. § 26. If the surrogate 'shall receive satisfactory evidence that the matter requires investigation, he shall issue a citation to such executor or ad- ministrator, requiring him to appear before such surrogate at a time and place to be therein specified, to show cause why he should not give further sureties or be superseded in the administra,tion ; which citation shall be served personally on the executor or administrator, at least six days before the return day thereof; or if he shall have ab- 4 50 EXECUTOR'S AND ADMINISTEATOE'S GUIDE. sconded, or can not be found, it may be served by leaving a copy at his last place of residence. [The executor, administrator, or guardian, cited to show cause why he should not be superseded, may also be enjoined by the surrogate from fur- ther action until the matter in controversy shall have been settled. S. L. 1837, 535.] If on the return day on hearing the proofs and allegations of the parties, the surrogate shall decide that the sureties are for any cause insufficient, he will order the executor or administrator to give further sureties within five days, and if he neglect to comply with the order his letters will be revoked. (S. L. 1837, chap. 460 ; S. L. 1862, chap. 229 ; 8 R. S., 5th ed., 163.) [Where the petitioner swears to an interest, the surrogate will not try an issue upon that question. Est. Wm. K Merchant, 1 Tucker, 17.] " When either or all of the sureties of any exe- cutor or administrator shall desire to be released from responsibility on account of the future acts or defaults of such administrator, they may make application, to the surrogate who granted letters of administration for relief," who wiU thereupon (§ 30), issue a Citation to the executor or adminis- trator to appear before him and give new sureties, in the usual form, within not less than six days. IN REGARD TO LETTERS TESTAMENTARY. 51 § 31. "If such executor or administrator shall give new sureties to the satisfaction of the surro- gate, the surrogate may thereupon make an order that the surety or sureties who applied for relief in the premises, shall not be liable on their bond, for any subsequent act, default or misconduct of such executor or administrator." If such executor or administrator neglect to give new sureties, his letters will be revoked (§ 32), and any remaining executor or administrator, whose letters are not revoked, will have full power to do any act necessary in the administration of the es- tate (§ 33). § 34. " Whenever it shall appear to the surro- gate, that letters of administration, or letters of guardianship have been granted on, or by reason of false representations, made by the person to whom the same were granted ; and also whenever it shall appear that an administrator or guardian has be- come incompetent by law to act as suchj by reason of drunkenness, improvidence or want of under- standing, the surrogate shall have power to revoke such letters. [The revocation may be made, when issued on false representations, even when they were made not fraudulently, but by mistake. Paley v. Samds, 3 Edw., ch. 325 ; Proctor v. Wanmaker, 1 Barb., ch. 302 ; see also Kerr v. Kerr, 41 N. Y., 272.] 52 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Whenever an absent or non-resident executor or administrator shall have been duly served with a citation to account, and shall, without reasonable cause, neglect or refuse to appear in pursuance thereof, the surrogate may, in his discretion, revoke the letters to such executor or administrator. (S. L. 1846, chap. 288.) The surrogate of the county of New York, may revoke the letters of an executor, administrator or collector, or of a testamentary trustee, or guardian, upon their own apphcation for good cause shown, and on notice to the persons interested ; and may make such terms and conditions for the security of the estate as in his judgment are required. After such revocation the surrogate may issue letters of administration, letters with the will annexed, or of collection, or appoint a successor to such trustee or guardian. (S. L. 1870, dhap. 359, § 3.) § 47. (2 R. S., 79 ; 3 R. S., 5th ed., 165.) " All sales made in good faith, and all lawful acts done, either by administrators before notice of a will, or by executors or administrators who may be removed or superseded, or who may become incapable, shall re- main valid and shall not be impeached, on any will afterwards appearing, or by any subsequent revoca- tion or superseding of the authority of such execu- tors or administrators." DUTIES IN REGARD TO THE INVENTORY. 53 CHAPTER X. Of the Ditties of Executors and Administrators IN Regard to the Inventory ; and the Rights of the Widow and Minor Children. The duty of executors and administrators to take an inventory, although too often neglected, is highly important, and imperatively directed by statute. There are very few cases in which it is consistent with the most common prudence, to neglect taking an inventory. It may not be necessary in all cases to^Ze it. (2 Johns. Ch. R., 62.) < The surrogate granting letters, shall, upon the application of any executor or administrator, ap- point two disinterested appraisers, as often as occa- sion may require, to estimate" and appraise the pro- perty of a deceased person. (2 R. S., 82 ; 3 R. S., 5th ed., 168. See order in Appendix.) The ap- pointment is made by the surrogate, and he usually consults the desires of the parties as to whom to appoint. The duty of the appraisers being to fix a value to charge the executor or administrator, as between him and the next of kin, legatees, &c., it is a very proper rule to appoint only those who 54 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. could act as jurors in a trial at law in which any of those parties may be inteTested. Two or more inventories may be made if neces- sary. §3. (2R.S., 82; 3 R. S., 5th ed., 169.) "A notice of such appraisement shall be served five days previous thereto, on the legatees and next of kin, re- siding in the county where such property shall be, and it shall also be posted, for the same time, in three of the most public places of the town * *." (See form notices, Appendix.) And it is very proper, although not required by law, to attach proof of such service and posting to the inventory filed with the surrogate. The appraisers shall, before proceeding to execute their duties, take and subscribe an oath (see form inventory, Appendix), to truly, honestly and im- partially appraise the personal property which shall be exhibited to them. After the first meeting, they may adjourn from time to time, as may be necessary. It being the duty of the executor or administra- tor to exhibit the property to the appraisers, he may well spend some time in arranging it in classes be- fore meeting, to facilitate their labor, as well as to learn the extent and details of the property for him- self Thus, he may arrange the notes in one class, bonds and mortgages in another, farming imple- ments, stock on the farm, furniture, &c., in other classes. DUTIES IN REGARD TO THE INVENTORY. 55 If the executor or administrator has reason to suppose that any person has goods of the deceased and proposes to -detain them, he may make an ap- plication, by petition under oath, stating the facts, to the surrogate, who will issue a subpoena to the person in whose hands the goods are supposed to be, to appear and be examined before him. (S. L., 1870, chap, 394.) § 5. " The appraisers shall, in the presence of such of the next of kin, legatees or creditors of the testator or intestate as shall attend, proceed to estimate and appraise the property, which shall be exhibited to them, and shall set down each arti- cle separately with the value thereof, in dollars and cents distinctly, in figures, opposite to the articles respectively. (See form inventory in Ap- pendix.) § 6. The following property shall, be deemed assets, and shall go to the executors or administra- tors, to be applied and distributed as part of the personal estate of their testator or intestate, and shall be included in the inventory thereof: 1. Leases for years ; lands held by the deceased from year to year, and estates held by him for the life of another person. 2. The interest which may remain in the de- ceased at the time of his death, in a term for years, after the expiration of any estate for years therein, granted by him or any other person. 56 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. 3. The interest in lands devised to an executor for a term of years, for tlie payment of debts. 4. Things annexed to the freehold, or to any building for the purpose of trade or manufacture, and not fixed into the wall of a house so as to be essential to its support. [Hop poles used on the land are part of the realty, 11 N. Y., 123. Cotton machinery is personal property, 10 Barb., 157. Looms in a woolen mill are personal estate, 18 N. Y., 28. Water wheels, mill-stones and bol|ing apparatus, are part of the realty, 10 Paige, 158. Manure, not the produce of lands, e. g., the accumulations of a livery stable, is personal pro- perty, 15 Wend., 169; 2 Hill, 142. E converso manure accumulated on a farm from the produce thereof, is a part of the realty.] 5. The crops growing on the land of the de- ceased at the time of his death (that is, crops which are annually produced by cultivation, and not crops the spontaneous products of the soil, as grass and fruits). 6. Every kind of produce raised annually by labor and cultivation, excepting grass growing and fruits not gathered. 7. Rent reserved to the deceased, which had accrued at the time of his death. DUTIES IN REGAED TO THE INVENTORY. 57 [Rents accrued and collected after the decease of the testator, or intestate are not assets. Kohler V. Knapp, 1 Brad., 241. "Where a lessor dies before the rent becomes due, the rent goes to the heirs as incident to the rever- sion, and the executor cannot maintain an action to recover it. Fay v- Bbdloran, 35 Barb., 295. Where a lease ended in April, and the tenant had the privilege to gather winter crops, and to pay the rent in wheat in August, and the land- lord died in June, held thatthe rent due in August went to the executors. Wadsworfh v. Alcott, 6 T., 64. Where a tenant for life having demised premises, dies on or after the day the rent becomes due, his executors or administrators may recover the rent. But if he dies hefore the rent becomes due, the rent shall be apportioned between the executors or administrators, and the reversioner. 1 R. S., 747, § 22.] 8. Debts secured by mortgage, bonds, notes, or bills, accounts, money and bank bills or other cir- culating medium, things in action and stock in any company, whether incorporated or not. 9 . Goods, wares, merchandise, utensils, furniture, cattle, provisions and every other species of per- sonal property and effects, not hereinafter excepted. [Assets of a partnership in the hands of a sur- viving partner, are not assets to be inventoried by 58 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. the representative of the deceased partner. He is only entitled to a balance on an accounting, and it is sufficient, as to the partnership interest in the inventory, to state it as an interest in an unascer- tained balance. Thompson v. Thompson, 1, Brad. 24.J § 7. Things annexed to the freehold, or to any building shall not go to the executor, but shall de- scend with the freehold, to the heirs or devisees, ex- cept such fixtures as are mentioned in the fourth subdivision of the last section. § 8. The right of an heir to any property not enu- merated in the preceding sixth section, which by the common law would descend to him, shall not be impaired by the general terms of that section. § 9. (Page 83, as amended by chap. 782 of Laws of 1867.) When a man having a family shall die, leaving a widow, or a minor child or children, or a widow shall die leaving a minor child or children, the following articles shall not be deemed assets (for the purpose of distribution, the payment of debts or legacies), but shall be included and stated in the inventory of the estate, without being ap- praised. 1. All the spinning wheels, weaving looms and stoves put up and kept for use by his family. 2. The family bible, family pictures, and school books used by, or in the family of such deceased DUTIES IN REGARD TO THE INVENTORY. 59 person; and books not exceeding in value fifty dollars, which were kept and used as part of the family hbrary, before the decease of such person. 3. All sheep to the number of ten, with their fleeces, and the yarn and cloth manufactured from the same, one cow, two swine, and the pork of such swine. 4. All necessary wearing apparel, beds, bedsteads and bedding, necessary cooking utensils, the cloth- ing of the family, the clothes of a widow and her ornaments proper for her station; one table, six chairs, six knives and forks, six plates, six tea cups and saucers, one sugar dish, one milk pot, one tea pot and six spoons. By § 13 of chap. 782, of laws of 1867, it is pro- vided that all articles and property set apart, in accordance with law for the benefit of a widow and a miaor or minors, shall be and remain the sole personal property of such widow, after such minor or minors shall have arrived at age. §2. (S. L., 1842, chap. 157; 3 E. S., 5th ed., 170, as amended by chap. 782, laws of 1867.) " Where a man having a family shall die, leav- ing a widow or minor child or children, or a widow shall die leaving a minor child or children, there shall be inventoried by the appraisers and set apart for the use of the widow, or for the use of such widow and child or children, or for the use of 60 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. such cMld or children, in the manner now pre- scribed by the ninth section, (above quoted) ne- cessary household furniture, provisions or other personal property, in the discretion of said ap- praisers, to the value of not exceeding one hundred and fifty dollars, in addition to the personal pro- perty now exempt from appraisal by said section. [See Sheldon v. Bliss, 8 N. Y., 31 ; Clayton v. Warden, 2 Brad. 1.] The appraisers shall use their discretion in this case, as to what articles they shall set apart, not whether they shall set apart any or not; and if they neglect to set apart articles at all; or set apart less than one hundred and fifty dollars in value, the surrogate will, on application of any party aggrieved, direct them to do so, or if neces- sary, appoint other appraisers to perform the duty, or on the final settlement, he will order that sum or so much as the appraisers neglect to set apart, to be paid to the widow or minors, they having a right to the provision as against next of kin, legatees or creditors. § H. (2 R. S., 84; 3 R. S., 5th ed., 170.) "The inventory shall contain a particular statement of all bonds, mortgages, notes or other securities for the payment of money, belonging to the deceased, which are known to such executor or administra- tor, specifying the names of the debtor in each DUTIES IN REQAKD TO THE INVENTOEY. 61 security, the date, the sum originally payable, the indorsements thereon, if any, with their dates, and the sum which in the judgment of the appraisers may be collectable on each security." It should also class the claims inventoried as good, doubtful or bad, as they estimate them. § 12. " The inventory shall also contain an account of all moneys, whether in specie or bank bills, or other circulating medium, belonging to the deceased, which shall have come into the hands of the executor or administrator; and if none shall have come to his hands, the fact shall be so stated in such inventory." It may oftentimes occur, that before the appraisal, the executor or administrator may have paid out some of the moneys which came into his hands, for funeral expenses, surrogate's fees, or other neces- sary charges, but he should state in the inventory the amount which came originally into his »pos- session, and charge in his account what he may have paid out. Claims of the deceased against the executor or administrator, must be inventoried as other claims and are deemed to be collected by him, and as money in his hands from the time of the inventory. {Deck&ry. Miller, 2 Paige 149.) Where by the will, a debt or demand of the tes- tator against any executor named, or against any 62 EXECUTOB'S AND ADMINISTRATOR'S GUIDE. other person, is discharged or bequeathed, the dis- charge or bequest shall not be valid as against cre- ditors of the deceased, but shall be construed only as a specific bequest of such debt or demand, and the amount thereof shall be included id the inven- tory of the credits and effects of the deceased, a-nd shall, if necessary, be applied in the payment of his debts ; and if not necessary for that purpose, shall be paid in the same manner and proportion as other specific legacies. (2 E. S., 84.) This is a statutory application of the principle, that no gift is valid, as against creditors. Upon the completion of the inventory, dupli- cates shall be made and signed by the appraisers ; one of which shall be retained by the executor or administrator, and the other shall be returned to the surrogate within three months from the date of the letters, or in such further time, not exceed- ing,four months as the surrogate shall for reasona- ble cause allow. On the return of the inventory, the executor or administrator shall take and subscribe an oath prescribed by law, which shall be indorsed upon, or annexed to the inventory (see form. Appen- dix), and which may be administered by any offi- cer competent to adniinister an, oath. In addition to the provisions in favor of the widow and minor children from the personal estate DUTIES IN REGABD TO THE INVENTORY. 63 of her husband, it is provided by § 17 (1 R. S., 742; 3 E. S., 5th ed., 83), that "she may tarry in the chief house of her husband forty days after his death, whether her dower be sooner assigned or not, without being liable to any rent for the same, and in the meantime she shall have her reasonable sustenance out of the estate of her husband." This sustenance is to be provided out of the per- sonal property of the husband, and through the executor or administrator, if one be appointed prior to the expiration of the forty days, and is to be given, according to the circumstances and sta- tion in life of the family, to the widow, and neces- sarily, to the children dependent on her ; for it is impossible to separate the widow from her infant children. (But see Johnson v. Corhett, 11 Paige, .265.) In providing this sustenance, the executor or administrator must exercise judgment and discre- tion in the same manner as in paying funeral expenses. Thus, if the estate be abundant to pay all debts without doubt, items of mourning cloth- ing for the widow and family may be included in the charges for sustenance ; while if the estate be involved, and the question should arise as against creditors, bare necessaries only could be allowed. 64 EXECUTOR'S AND ADMINISTEATOR'S GUIDE. CHAPTER XI. Return of Inyentort ; How Compelled ; and Effect of not Returning it. If the inventory shall not be returned and filed in the ofl&ce of the surrogate within three months from the issuing of the letters, or within such fur- ther time, not exceeding four months, as the sur- rogate shall, for reasonable cause, allow, on appli- cation of a party interestedas legatee, next of kin, or creditor, the surrogate will issue a summons to the executor or administrator, requiring him, usually in from six to ten days, to appear before him and return an inventory, according to law ; or show cause why an attachment should not issue against him. The surrogate may issue such a summons without an application. (2 R. S., 85 ; 3 R. S., 5th ed., 172.) (See petition, order, etc., in Appendix). If, after personal service of such summons, such executor or administrator shall not, by the day appointed, return such inventory on oath, or obtain further time to do so, the surrogate shall issue an attachment against him, and commit him to the common jfiil of the county, there to remain until RETURN OF IXVENTORT. 65 lie shall return such inventory. (See form, Ap- pendix.) If the summons cannot be served personally by reason of the executor or administrator absconding or concealing himself, or, if after being committed to prison, such executor or administrator shall neglect for thirty days to make and return such inventory, the surrogate may revoke the letters before granted to such executor or administrator. (See order for revocation, etc., in Appendix.) [The costs of the proceedings may, in the dis- cretion of the surrogate, be charged against the executor or administrator, personally. S. L., 1867, chap. 782.] And thereupon the surrogate shall grant letters of administration of the goods, chattels and effects of the deceased to the persons entitled thereto (other than such executor or administrator), in the same manner as original letters of adminis- tration or letters testamentary. Such letters shall supersede all former letters and shall deprive the formerexecutor or administrator of all power, autho- rity and control over the personal estate of the de- ceased; and shall entitle the p'erson appointed by such letters to take, demand and receive' the goods and effects of the deceased, wherever the same may be found. The bond given by the former executor or administrator may be prosecuted, under the di- rection of the surrogate, by the new executor or 66 EXECUTOR'S AND ADMINISTBATOB'S GUIDE. administrator, to the full extent of any injury sustained by the estate of the deceased, by the acts or omissions of such executor or administrator, and to the full value of all the property of the deceased received and not duly administered by such executor or administrator. The executor or administrator, imprisoned in these proceedings, will be discharged on delivering on oath, all the property in his hands to his suc- cessor. Any one or more of the executors or adminis- trators, named in the letters, on the neglect of the others, may return an inventory, and those so neglecting shall not thereafter interfere with the administration, or have any power over the per- sonal estate of the deceased ; but the executor or administrator, so returning an inventory, shall have the whole administration until the delinquent shall return and verify an inventory according to law. Whenever personal property, not mentioned in any inventory that shall have been made, after- ward come into the "possession or knowledge of an executor or administrator, he shall cause the same to be appraised, in the same manner as before directed, and shall file the new inventory within two months after discovery of the property (2 E. S., 86 ; 3 K. S., 5th ed., 173). The making and KETURN OF INVENTORY. 67 return of this inventory, may be enforced in tlie same manner as in case of the first one. The necessity of taking an inventory, becomes obvious from the following advantages accruing to the executor or administrator : The inventory fixes the pfima facie value of the estate and the items composing it, and parties con- testing on final settlement of the accounts, have the burden of proof, in attempting to surcharge it, as to the value of items included therein, or items omitted. Where no inventory is made, however, the burden of proof i§ upon the executor or admin- istrator, to show, if demanded, that the whole estate is accounted for, or if the value of an item is dis- puted, he must show that he accounts for its full value ; and all items must be accounted for at their apparent value, or he must show that they • are worthless or bad. As for instance, a book account must be accounted for as it stands, unless the exe- cutor or administrator shows that he has been unable to collect it. But if the inventory shows that certain demands are either bad or doubtful, the party contesting must show that they are good, and bring it to the knowledgS of the executor or. administrator. The subject is treated of further in the chapter on final settlement and accounting, which see. 68 BXECUTOE'S AND ADMINISTEATOE'S QITIDE. CHAPTER XII. Of the Collection of the Estate ; Compeomising Debts due the Estate, and Adveetising for Claims. Several co-executors or co-admiaistrators are in law, but one person and the act of one in refer- ence to the sale, delivery, release or gift of the decedent's goods, are deemed the act of all ( Gardner V. Miller, 19 Johns., 188). One, without the concurrence of his co-executors, or administrators, may release a portion of mortgaged premises from the lien, or give a satisfaction piece [Stuyvesant v. Hall, 2 Barb., ch. 151), and either executor or administrator, as against his associates, may retain possession of the assets. [Burt v. Bwrt, 41 N. Y., 46.) They should keep the estate funds separate from other funds, if they mingle them with their own, they are liable for losses ; {Kellett v. Bathbone, 4 Paige, 102) ; and they may be required by the sur- rogate to deposit %he funds of the estate with a savings bank, or trust company, so as to be earning interest, while the estate is in process of settle- ment. {Lockhart v. Public Administrator, 4 Brad., 21.) OF THE COLLECTION OF THE ESTATE. 69 Letters testamentary, or of administration are local in their character, and the authority given by them is coextensive only with the limits of the state where issued (2 Kent Com., 430, note) . But an executor who has obtaiiied probate and letters in another state, can, (without action), dispose of his testator's personal property in this state, with- out taking out ancillary letters here. For the title of an executor arises from the will, and not the probate, or letters, and consequently the exe- cutor is vested with all the personal estate of his testator wherever situated. [Middlehrooik v. Mer- chant's Bank, 27 How., 474 ; Peterson v. Ghemical Bank, 29 How., 240.) Having perfected the inventory and learned the extent and details of his trust, the executor or administrate^ will proceed to convert the property which may not be producing interest, into money, at the same time carefully watching the notes, etc., to protect the estate by collections, when necessary, for if he neglect to call in moneys loaned on per- sonal security by the decedent, and a loss accrue, which might have been avoided by an early col- lection, he will, be chargeable for the loss. (Wil- liams on Exrs., 15, 43.) §2. (2 R. S., 113; 3 R. S., 5th ed., 201.) " Actions of account, and all other actions upon contract, may be maintained by and against exe- 70 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. cutors, in all cases in which the same may have been maintained by or against their respective testator. * * * [All transfers made by any person in fraud of the rights of creditors, may be treated as void by executors or administrators, and they may re- cover full value of any person, who shall have received the property of the deceased. S. L., 1858, 506.] § 3. Administrators shall have actions to demand and recover the debts due to their intestate ; and the personal property and effects of their intestate ; and shall answer and be accountable to others, to Wihom the intestate was hold'en or bound, in the same manner as executors. § 4. Executors and administrators shall have actions of trespass against any pers^ who shall have wasted, destroyed, taken or carried away, or converted to his own use, the goods of their testa- tor or intestate, in his lifetime. They may also maintain actions for trespass committed on the real estate of the deceased in his lifetime. § 5. Any person, or his personal representatives, shall have actions of trespass against the executor or administrator of any testator or intestate, who, in his lifetime, shall have wasted, destroyed, taken or carried away, or converted to his own use, the goods or chattels of any such person, or committed any .trespass on the real estate of any such person. OF THE COLLECTION OP THE ESTATE. 71 § 6. The executors and administrators of every person, who as executor, either of right, or in his own wrong, or as administrator, shall have wasted or converted to his own use any goods, chattels or estate of any deceased person, shall be chargeablek in the same manner as their testator or intestate would have been if living." Executors and administrators may sue in any of the courts of the state, and may be sued in any except the justices' court. In bringing suit, the complaint should set forth the cause of action, then allege the death of the testator or' intestate, and that on a certain day, letters were issued by a certain surrogate {Beaxih v. King, 17 Wen., 197; Sheldon y. Hoy, 11 How., 11 ; White v. Joy, 13 N. Y., 83.) They are. bound to collect or endeavor to collect within a reasonable time, or they become personally responsible. They are bound to use the same diligence which a prudent man would use in his own affairs. [They are liable only for gross or collusive neg- ligence in making collections. Buggies v. Sherman 14 Johns, 446. They are bound to endeavor to make collections from solvent persons in other states, and if necessary to procure some proper person to be appointed administrator there, and when such a debt is lost by reason of their neglect, they are liable. Shultz v. Pulver, 11 Wend., 361.] 72 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. They may retain a legacy or distributive share in whole or in part, in satisfaction of a debt due from a legd,tee, or distributee, to the estate. The legatee or distributee is not entitled to his share, so long as Jbe retains in his own hands a part of the funds out of which payment is to be made. [Smith v. Kearney, 2 Barb, ch.-, 533.) But an executor or administrator cannot sue his co-executor or co-administrator, to recover a debt due to the estate ; but on the final settlement, the executor or administrator, debtor to the estate may be charged with his indebtedness. [Decker V. Miller, 2 Paige, 149.) Or his indebtednes may be settled in the surrogates' court, or a court of equity, on the application of his co-executor or co-administrator, and such disposition of the fund as justice and equity may require, may be directed by the court. [Smith v. Lawrence, 11 Paige, 206 ; . 11 Barb., 546.) The statute gives one year extension of the statute of limitations, in favor of the estate of a deceased person, against debtors, or seven years in all, upon simple contract debts ; while the time is extended eighteen months, and the time which elapses between the death of the testator or intes- tate, and the granting of letters, in favor of credi- tors and against the estate. [S. L. 1868, chap. 594, provides as follows : " But the statute of limitations shall not be made avail- OF THE COLLECTION OP THE ESTATE. 73 able as a defence to such, debt or claim (against decedent) provided tbe same shall be presented at the first accounting, and provided the same was not barred by the statute, at the time of the death of the testator or intestate. See also Scomll v. Scmrill, 45 Barb., 517.] The statute provides -(2 R. S., 87 ; 3 E. S., 5th ed., 173), that for the purpose of converting the personal estate into money, the executor or admin- istrator may sell at public or private sale, and except ia the city of New York, on a credit of not exceeding one year with approved security. [Where an administrator sold leasehold property on credit, without security, whereby purchase money was lost, they were held liable to the next of kin. Kmg\. EIng. 8 Johns, ch., 552 ; but see OrcuU V. ArmSjZ Paige, 459, and that he shall not be responsible for any loss happening by such sale, when made in good faith and with ordinary prudence.] An executor or administrator, cannot be allowed either openly or by mean^ of another person, to become the purchaser of any part of the assets, but he shall be considered a trustee for the person interested in the estate, and shall account for the utmost extent of advantage made by him of the subject so purchased. {Williams JEJxrs., 801; Campbell v. Johmmi, 1 Sand, ch., 148 ; Van Epps 74 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. V. Tan Epps, 9 Paige, 237; Ames v. Downing, 1 Brad. U, 4 Kent Com., 438.) Articles not necessary for the support and sub- sistence of the family of the deceased, or not speci- fically bequeathed, shall be first sold ; and articles so bequeathed shall not be sold until the residue of the personal estate has been applied to the payment of the debts. Where sales, are made at auction, as is quite usual, a public notice should be given, and the time for the vendue should be fixed on such a day as will be most likely to secure a good attendance of bidders, and a good demand. for the articles to be sold. Thus, for example, it may be prudent to delay the sale of live stock during winter, expending in the meantime, part of the hay and grain inventoried, for their subsistence ; or the sale of the stock of a manufacturer may be in like manner delayed, so as to meet the market. The executor or administrator should use good judgment in the matter. It has become quite common latterly to insert in wills a provision authorizing the executor to compromise debts due to the estate, and it is a very useful and proper provision ; where, however, the mil contains no such provision the executor, and in all cases the administrator, to make a com- promise of a claim must obtain authority for that purpose from the surrogate. (S. L., 1847, chap. 80 ; 3 R. S., 5th ed., 174.) OF THE COLLECTION OF THE ESTATE. 75 [Before the statute, at common law, an execu- tor or administrator might compromise a claim, but might be held responsible for the consequences of a serious error in judgment. The act enables them to obtain the sanction of the judgment of the surrogate, in addition to their own, and this affords them additional protection, if their conduct is fair and honest. Ghcmteau v. Suydam, 21 N. Y., 179.] To obtain this he must present to the surrogate a petition showing the facts which render it for the interest of his trust to make a compromise, as that the debtor has failed and will pay in settle- ment so much per cent ; that nothing can be col- lected by course of law from the debtor, but that he will pay so much to be released, and that he fears he will not be able to make better terms Or secure more on the claim, or such other facts as the case may present, and the surrogate may authorize him to compromise, or compound the claim on terms expressed in the order. The set- tlement so made will protect the executor or administrator, unless on the" final settlement it is shown that he acted in the matter fraudulently or negligently. At the expiration of six months from the grant- ing of letters unless the executor or administrator is acquainted with the claims against the estate, 76 EXECUTOR'S AND ADMINISTKATOR'S aUIDB. and is willing to risk the presentation of claims of whicli he may be ignorant, or unless he is so inter- ested in the estate as residuary legatee or next of kin, that the debts must, in any event, be paid virtually by him personally, he should obtain the direction of the surrogate to advertise for claims. The surrogate directs what paper or papers the advertisement shall be inserted in, and it shall be published for at least six months (see form, order and notice, Appendix.) There are few cases beside those stated above, in which it will be prudent to omit this, as the compensation of an executor or administrator is too small to warrant any risk, and if he pays out all the estate, acting on his own supposed know- ledge, he may be compelled, notwithstanding, to pay claims of which he was before ignorant. But if he shall distribute the whole estate among cre- ditors who shall have presented claims under the notice, he will be protected against those who fail so to present them. The notice to present claims, must be to present them to the executor or administrator personally, not to . an attorney, for the power to accept or reject cannot be delegated. {Hardy v. Avnes, 47 Barb., 413.) The claims may be presented by letter, or in any way which deals fairly with the executor or OF THE COLLECTION OF THE ESTATE. 77 administrator, and the estate whicli he represents, and the claimant need not produce vouchers, or make an affidavit unless requested. {QamevoortY. Nelson, 6 Hill, 389.) Where a claim has been virtually presented and acknowledged by the exe- cutor or administrator before notice to creditors to present clainis, it is not necessary to present it again for allowance under the statute. And where the executor or administrator admits the validity of the claim, by paying interest on it from time to time, it is tantamount to a formal admis- sion of its justice upon presentment under notice. {Johnson v. Corbett, 11 Paige, 265.) In respect to creditors of the estate, the executor or administrator, is a trustee, and not a creditor. And like all trustees, where the names of the ces- tui que trusts are not given in the deed, he is bound to exercise the utmost care, before he accepts a claim as entitled to payment, and the law will afford him all reasonable means for so doing. He cannot be coerced to pay debts short of a year from the time of granting letters. The remedies of the cre- ditor, in the meantime, however, are not absolutely suspended ; he may prosecute an action, but he must do so at his own cost and expense, and not at the cost and expense of the estate, unless he can show that the executor or administrator has been guilty of some laches, or illegal act in regard 78 EXECUTOR'S AND ADMINISTEATOE'S GUIDE. to the adjustment of the claim. (Buchhurst v. Hunt, 16 How., 407.) The executor or administrator may require by law satisfactory vouchers in support of any claim pre- sented under this notice, such as copies of papers on which it is founded, and also an affidavit (see form, Appendix) of . the claimant that the claim is justly due; that no payments have been made thereon, and that there are no assets against the same (unless stated in the account) to the knowledge of the claimant. If the executor or administrator doubt the justice of any claim so presented, he should ex- pressly reject it, putting his rejection on the ground that the claim, or some part of it, is not legally due. {Kidd v. Ghapman, 2 Barb., ch. 414.) And he may enter into an agreement with the claimant to refer the matter in controversy to one or more disinterested persons to be approved by the surro- gate (see form of agreement etc., in Appendix), and upon fihng such agreement and approval of of the surrogate in the office of the county clerk, the matter will proceed as an action in the supreme court, and the report of the referee may be appealed from as in similar proceedings begun in that court, and if the claim be disputed and rejected by him, and is not referred as above, the claimant will be barred from commencing a suit against the execu- tor or administrator unless he commences the same OF THE COLLECTION OP THE ESTATE. 79 within six months from such dispute or rejection, or within six months after the same or some part of it became due ; and the executor or administra- tor may p»ove the facts of such refusal and neglect to commence a suit within six months in bar to an action begun afterwards. (Matter of Est. of Alex- ander Kuder, 1 Brad., 192. Whitmore v. Foose, i Den., 159 ; Reynolds v. Collins, 3 Hill, 36.) To protect the executor or administrator from costs, he should accompany his rejection of the claim with an offer to refer it. The offer need not be in writing {Lansing v. Swartz, 9 How., 434.) And where the parties cannot agree upon the referee, or referees, it seems that the offer should be to refer to one or more to be approved by the surrogate. [Qorham v. Bipley, 16 How., 313.) [Where the executor, when the claim was pre- sented, rejected it, but afterwards entertained nego- tiations in reference to a settlement, it was held that his previous rejection was waived, and the statutory bar to an action could not be interposed, Calanan v. McClure, 47 Barb., 206.] In case any suit shall be brought upon a claim which shall not have' been presented to the exe- cutor or administrator within six months from the first publication of the advertisement, he will be protected in having made payment of legacies, or any debts or distribution among the next of kin, 80 EXECUTOR'S AND ADMINISTEATOR'S GUIDE. before such suit was commenced, on proving such advertisement.* But any creditor who may have neglected to present his claim under the notice, may^ notwith- standing, collect it of the next of kin or legatees who may have received assets from the estate. No executor or adnainistrator shall be charge- able upon any special promise to answer in dam- ages or to pay the debts of the testator or intestate out of his own estate, unless the agreement for that purpose or some memorandum or note thereof be in writing (expressing a consideration), and signed by such executor or administrator, or by some other person by him' thereunto specially authorized. (2 K S., 113 ; 3 K. S., 5th ed., 201.). Liahility of the Executor as to obligations con- tracted hy him. The question as to who is liable for obligations contracted by the executor or administrator, has been settled in Ferris v. Myrick (41 N. Y., 815), which holds that the executor or administrator, is liable personally, and not the estate, for contracts made for the funeral expenses of the deceased, and that all causes of actions arising upon contracts made by executors Or administrators, are against them personally and not against the estate, and RETURN OP mVENTORY. 81 the judgment must be de hanis projpriis ; that is, against his own goods, and not the goods of the estate. Such causes of action cannot be united with causes of actions arising upon the contracts of the deceased. 82 EXECUTOB'S AND ADMINISTRATOR'S GUIDE. CHAPTER XIII. Of the Payment of Debts and Legacies. At the expiration of one year from the issuing of letters, the executor or administrator is presumed to know not only the assets in hand, but, having advertised for claims, also the liabilities of the estate, and he may proceed to pay debts and lega- cies, and distribute among the next of kin. Legacies are directed by law to be paid in one year from the granting of letters, unless by the will, an earlier or different time is fixed, but debts are in all cases to be paid in preference to legacies. § 27. (2 R. S., 87; 3 R. S., 5th ed., 74.) "Every executor and administrator shall proceed with diligence to pay the debts of the deceased, and shall pay the same according to the following order of classes : 1. Debts entitled to a preference under the laws of the Ilriited States. 2. Taxes assessed upon the estate of the deceased previous to his death. [Taxes assessed on real estate subsequently to the death of the deceased, are not to be paid by the executor or administrator, Wilcox v. Smith, 26 Barb., 316. PAYMENT OF DEBTS AND LEGACIES. 83 An assessment confirmed at the time of the tes- tator's decease, although a lien upon the real estate is also a debt to be paid out of the personal estate, Seahm-y v. Bowen, 3 Brad., 207.] 3. Judgments docketed, and decrees enrolled against the deceased according to the priority . thereof respectively. 4. All recognizances, bonds, sealed instruments, notes, bills and unliquidated demands and ac- counts, or in other words, all other debts. [Mortgages cannot be paid out of the personal estate, unless such payment is provided for in the will. WaldronY. WaZc?7'ora,4Brad.,114. But where the real and personal estate are thrown into one fund, in which the same parties are interested equally, the executor may, for the benefit of- the estate, apply personal property to pay a mortgage on the realty. Hepburn v. Hepburn, 2 Brad., 47. In case of unpaid purchase money of real estate agreed to be paid by the ancestor or testator, the heir or devisee has a right to have the same paid out of the personal estate of the decedent. Wright V. Holhrooh, 32 N. Y., 587. Where a creditor has additional security, he should be compelled to exhaust that security and only come in against the personal estate for the defi- ciency. SotZseyv. i^eecZ, 9 Paige, 446. The creditors of an insolvent firm in case of the death of one of 84 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. them, cannot collect their debts against the separate estate of the decedent until his individual liabili- ties shall have been paid in full. Wilder v. Keeler, 3 Paige, 167; Payne v. Matthews, 6 Paige, 19.] But reasonable funeral expenses are to be paid in preference to any debts, and are charged not as debts, but expenses of administration. The question often arises, what are reasonable funeral expenses? In answer it may be said, as a digest of the decisions on the subject, that as between the executor or administrator and legatees or next of kin, expenses incurred in burying the deceased according, to his station in life, as deter- mined by the custom of the place of his residence, are reasonable charges and will be allowed. And a charge for a monument at the grave, is also proper in this case. But where the estate is so involved as that the funeral expenses must ne- cessarily reduce the payments to creditors, a charge only for a plain and inexpensive funeral will be allowed, and that without a monument or tomb- stone. And the expense in this case must necessarily vary according to the locality, as it will be greater in a city than in the country. The executor or administrator should exercise caution in the matter. [When the decedent dies away from home, the PAYMENT OP DEBTS AND LEGACIES. 85 necessary expense of, notifying his family and removing his body to his late home, are proper funeral expenses. Easier v. Easier. 1 Brad., 248.] [Tombstones were allowed as part of the funeral expenses, in Connecticut, even when the esta;te was insolvent Fairman's Appeal, 30 Conn. E., 205. Moderate expense for mourning for the widow and family, may be allowed as part of the funeral ex- penses. Wood's Estate, 1 Ashmead, 314.] § 28. (3 E. S., p. 84 ; 5th ed., 174.) " No pre- ference shall be given in the payment of any debt over other debts of the same class, except those specified in the third class (which are to be paid according to priority) ; nor shall a debt due and payable be entitled to preference over debts not due ; nor shall the commencement of a suit for the recovery of any debt, or the obtaining a judgment thereon against the executor or administrator, entitle such debt to any preference over others of the same class. § 29. Debts not due" may be paid by an exe- cutor or administrator according to the class to which they may belong, after deducting a rebate of legal interest upon the sum paid, for the time unexpired. § 30. Preference may be given by the surrogate to rents due or accruing, upon leases held by the testator or intestate at the time of his death, over 86 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. debts of the fourth clasfe, whenever it shall be made to appear to his satisfaction that such pre- ference will benefit the estate.of such testator or intestate." (Hofoey v. Smith, 1 Barb., 372). [The executor or administrator will not be pro- tected in paying an outlawed debt, nor will his promise revive such a debt. A provision in the will, for the payment of all just debts, does not revive a debt barred by the statute of limitations, 3 Wend., 503. The statute of limitations may be interposed by the executor or any person interested. Warren v. Poff, 4 Brad., 260.] In all cases of payments, whether of debts, lega- cies or expenses, the executor or administrator should take a receipt for such payment, to retain and use' on his final settlement. (See form, Ap- pendix.) So it appears, that eaxjh of the foregoing classes must be paid in full before any debts of a succeed- ing class can be paid, and if the estate can not pay any class in full, the debts of that class will be paid pro rata^ except in the third class, in which the judgments or decrees are to be paid according to their priority. § 31. "In any suit against an executor or ad- ministrator, the defendant may show under a notice for that purpose, given • with his plea, that there are debts of a prior class unsatisfied, or that there PAYMENT OP DEBTS AND LEGACIES. 87 are unpaid debts of the same class witli that on which the suit is brought, and judgment shall be rendered only for such part of the assets in his hands as shall remain after satisfying the debts of £he prior class, and as shall be a just proportion to the other debts of the same class with that on which the suit is brought. But the plaintiff may, as in other cases, take judgment for the whole or part of his debt (so much as he proves), to be levied of future assets." No execution shall issue against an executor or administrator, until an account of his administration shall have been ren- dered and settled, or unless on an order of the sur- rogate who appointed him. [An execution cannot issue to sell real estate of a deceased person, within one year after the death of the testator or intestate, nor afterwards, with- out, leave of the surrogate. S. L:, 1850, p. 639.. When the surrogate after hearing, grants an order that an execution issue, no appeal lies from the order. Mount v. Mitchell, 31 N. Y., 356." If, on an accounting, there appear to be no assets in the hands of the executor, the surrogate cannot grant an order that execution issue. iSt. John v. Voor- hees, 19 Abb., 53. Statutory provisions reviewed. Matter of Mott, 1 Tucker, 344.] To entitle an executor or administrator to pay himself a claim due from the deceased, he must prove the same and have it allowed by the surro- 88 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. gate, and it is not entitled to any preference over others of the same class. This proof may be made on the return of a citation for that purpose, directed to the proper persons, (i. e. to the legatees next of kin and all creditors who have presented claims) j or, as is most usual, on the final accounting, when all the proper persons must necessarily be cited. (2 R. S., 88 ; S. L., 1837, chap. 460, § 37; 3 R. S., 5th ed., 175. See forms, Appedix.) An executor or administrator who makes a claim against the estate, mustsupportitbya sworn voucher, such as he may require from others, under § 35, of the statute, and it is error for the surrogate to allow it, whatever the force of the proof, unless so verified." Glarh v. Clark, 8 Paige, 152 ; Terry v. Dayton, 31 Barb., 519. K he compounds a claim, or buys it in for less than is due, he cannot take the benefit of it to himself. Van Horn v. Fonda. 5 Johns, ch., 388. Nor will he be permitted to buy up claims against creditors of the estate, for the purpose of obtaining a set ofi" in equity. Dvdly v. Oriswold, 2 Brad., 24. He cannot retain moneys for a debt due to himself barred by the statute of limitations in the lifetime of the testator. Sogers v. Sogers, 3 Wend., 503. And on the hearing any person interested may set up the statute. Vreat v. Fortune. 2 Brad., 116. But the statute of limita- tions is not a defence to the claim, provided it is PAYMENT OP DEBTS AND LEGACIES. 89 presented at the first accounting, and it was not barred at the time of the decedent's death. S. L., 1868, chap. 694.] The executor or administrator in making pay- ment of debts or legacies, when he cannot pay in full, should be careful not to pay even 'pro rata, so much as to leave not enough of the estate to pay his expenses and charges. [The executor may retain out of a legacy a debt due the testator from the legatee. Est. Chris. Stamler, 1 Tucker, 42.J So much has been written upon the supposition that the estate is so involved, as to render caution necessary, but where the estate is manifestly abun- dant, the executor or administrator may pay all debts and even legacies, and distribute the estate without the delay incident to advertising. [Specific legacies may be delivered as soon as it shall be clear that it will not be necessary to dis- pose of them to pay debts. If specific articles not necessarily consumed in the using, are bequeathed to a legatee for life, with a limitation over, and without any directions to the executor to hold them in trust for the remainder-man, the executor is authorized to deliver the same to the person entitled to a life estate therein ; taking from such person an inventory and receipt, specifying that such arti- cles only, belong to the first taker for life, and that 90 EXECUTOR'S AND ADMINISTRATOR'S GUIDE-. afterwards, they are to be delivered to the legatee who is entitled to them in remainder. Spear v. Tkihham, 2 Barb. Ch. R., 212.] As before remarked, " No legacies shall be paid by any executor or administrator, until after the expiration of one year from the time of granting letters testamentary or of administration, unless the same are directed by the will to be sooner paid (2 R. S., 90 ; 3 R. S., 5th ed., 177.) § 44. (Id.) " In case a legacy is directed to be sooner paid, the executor or administrator may require a bond, with two sufficient sureties, con- ditioned, that if. any debts against the deceased . shall duly appear, and which there shall be no other assets to pay, and there shall be no other assets to pay other legacies, or not sufficient, that then the legatee shall refund the legacy so paid, or such ratable proportion thereof with the other legatees, as may be necessary for the payment of said debts and the proportional parts of such other legacies, if there be any, and the costs and charges incurred by reason of the payment to such legatee ; and that if the probate of the will, under which such legacy is paid, shall be revoked, or the will declared void, then that such legatee shall refund the whole of such legacy with interesi;, to the exe- cutor or administrator entitled thereto. (See form, Appendix.) PAYMENT OP DEBTS AND LEGACIES. • 91 § 45. After the expiration of one year from the granting of any letters testamentary or of adminis- tration, the executors or administrators shall dis- charge the specific legacies bequeathed by any will and pay the general legacies, if there be assets, and if there be not sufl&cient assets, then abate- ment of the general legacies shall be made in equal proportions. [Specific legacies are not subject to abatement, unless the testator clearly expresses his intention that they shall be so. 1 P. Williams, 540. The rule as to abatement of general legacies, applies only to such as are mere gratuities. Where the legacy is given for a debt, owing to the legatee, or for the rehnquishment of any right, or interest, as of her dower by a widow, such, legacy will be entitled to a preference of payment over the general legacies, which are mere bounties. 1 P. Williams, 127, 6 Paige, 298; 1 Kuss's Ch. R., 543; 1 Edwards Ch., 411. A legacy of piety, as for headstones at a parent's grave, will not be sub- ject to abatement. 6 Paige, 278.] Such payments may be enforced by the surro- gate, in the same manner as the return of an in- ventory, as hereinbefore provided, and also by a suit, on the bond of such executor or administrator, whenever directed by the surrogate." The surrogate will direct the payment as above 92 feXECUTOR'S AND ADMINISTRATOR'S GUIDE. on the presentation of a petition, stating the facts which show that the legacy is payable, or an action may be commenced therefor in the supreme court. (See forms. Appendix.) § 46. "In case any legatee is a minor, his legacy, if under the value of fifty dollars, may be paid to his father, to the use and . for the benefit of such , minor. § 47. " If the legacy be of the value of fifty dol- lars or more, the same may, under the direction of the surrogate^ be paid to the general guardian of a minor, who shall be required to give security to the minor, to be approved by the surrogate, for the faithful' application and accouilting for such legacy." The security required in this section is in addi- tion to the security given on the appointment of the general guardian, obviously, for the reason that a legacy given after the appointment, made no part of the estate of the minor on which the amount of such former security was based. § 48. " If there be no such guardian, or the sur- rogate do not direct such payment, the legacy shall be invested in permanent securities, under the direction of the surrogate^ in the name and for the benefit of such minor, upon annual interest ; and the interest may be applied, under the direc- tion of the surrogate, to the support and education of such minor. PAYMENT OF DEBTS AND LEGACIES. 93 § 49, "It shall be the duty of the surrogate, where there is no guardian of such minor, to keep in his office the securities so taken, and to collect, receive and apply the interest ; and when neces- sary, to collect the principal and reinvest the same, and also to reinvest any interest that may not be necessarily expended as aforesaid. § 50. " On such minor coming of age, he shall be entitled to receive the securities so taken, and the interest or other moneys that may have 'been re- ceived ; and the surrogate and his sureties shall be liable to account for the same. §51. " In case of the death of such minor before coming of age, the said securities and moneys shall go to his executors or administrators, to be applied and distributed according to law ; and the surrogate and his sureties shall, in like manner, be liable to account to such executor or administrator." § 9. (2 R. S., 114 ; 3 E. S., 5th ed., 202.) " If, after the expiration of one year from the granting of letters testamentary or administration, there be more than sufficient assets to pay the debts of the testator or intestate, and, if after reasonable demand made, and the offer of a bond with sufficient sure- ties, as in the next section prescribed, by any legatee or by any of the next of kin entitled to share in the distribution of the estate, such exe- , cutor or administrator shall refuse to pay the legacy bequeathed by the will to such legatee, or 94 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. the share of any such person entitled- to distribu- tion, he shall be liable to an action, at the' suit of such legatee or next of kin, or their personal repre- sentatives. § 10. " Previous to the commencement of the action, a bond to the executor or administrator shall be filed with the clerk of the court (the county clerk) with such sureties as the court or any judge thereof shall approve, in double the sum of such share or legacy, conditioned that if any debt owing by the testator or intestate shall after- wards be recovered or duly made to appe^ar for the payment of which there shall be no assets other than the said share or legacy, that then such per- son shall refund the legacy or share that may be recovered in such action, or such ratable part or proportion thereof with the other legatees or re- presentatives of the deceased, as may be necessary for the payment of the said debts and the costs and charges incurred by a recovery against such executor or administrator in any suit therefor. § 11. " When given by a legatee the bond shall be further conditioned, that if no sufficient assets shall thereafter remain to pay any other legacy which may.be due, that then such person shall refund such ratable part or proportion thereof, with the other legatees or representatives of the deceased as may be necessary- for the payment of the proportional part of such other legacy." PAYMENT OF DEBTS AND LEGACIES. 95 A like action may be brought by the guardian of a minor entitled to a legacy or distributive share on filing a like bond and also a bond to the minor to account for the sum recovered on such legacy or share. And if it appear on the trial of such action, that there are not sufficient assets to pay all the legacies, then a judgment may be taken for the proportionate part. [The statute of limitations, may be interposed in the surrogate's, or any other court, in a proceeding to compel the payment of a legacy, and if it shall appear that more than six years have elapsed since the same became payable, it is a bar to the pro- ceeding. Smith V. Remington, 42 Barb., 75. But quere."] § 18. (p. 116.) " The surrogate having juris- diction, shall have power to decree the payment of debts, legacies and distributive shares against the executor or administrator of a deceased person in the following cases : 1. '' Upon the application of a creditor the pay- ment of any debt or proportional part thereof may be so decreed at any time after six months shall have elapsed from the granting of letters testa- mentary or of administration. 2. "Upon the application of a legatee or relative entitled to a distributive share, payment of such legacy or distributive share, or its just propor- tional part, miy be so decreed at any time after 96 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. one year shall have elapsed from the granting of . such letters." The surrogate will act' in these cases upon the presentation of a petition stating the facts which confer jurisdiction, and will cite the executor or administrator to show cause why pajnuent should not be decreed ; and if on the return day no cause is shown, an order will he made for payment, and such payment may be enforced by action upon the bond filed by the executor or administrator. (See forms Appendix.) Payment of a legacy or a distributive share, or a part thereof, may be obtained in certain cases against any executor or administrator, except the public administrator, of the city of New York, under the following sections : § 82. (2 K S., 98 ; 3 E. S., 5th ed., 185.) "Any person entitled to any legacy, or to a distributive share of the estate of a deceased person, at any time pi^evious to the expiration of one year from the granting of letters testamentary or of adminis- tration, may apply to the surrogate either in per- son or by his guardian, after giving reasonable notice to the executor or administrator to be allowed to receive such portion of such legacy or share as may be necessary for his support. § 83. " If it appear to the surrogate that thAe is at least one third more of assets in the hands of PAYMENT OF DEBTS AND LEGACIES. 97 sucli executor or administrator, than will be suffi- cient to pay all debts, legacies and claims against the estate, then known, he may, in his discretion, allow suph portion of the legacy or distributive share to be advanced as may be necessary for the support of the person entitled thereto, upon satis- factory bonds being executed for the return of such portion with interest, whenever required." Of Investments. An executor or administrator, should not suffer the money of the estate to be unproductive for an unreasonable time in his hands, but he should in- vest them in good securities. When real securities are not to be had, he should obtain the approval of the surrogate as to the investment. He should always exercise the care which a prudent man could use in his own affairs, as to title, when real estate is in question,' or as to the security offered by a bank, if a deposit is made of the fund. In making permanent investments, they can only loan on real estate, or the bonds of the state or the United States. {King v. Tallot, 40 N. Y.) And the rule is established in equity, that if the loan be made on personal security, and a loss accrue, he shall bear it. (4 Edwd. Ch. E,., 422.) 7 98 EXECUTOR'S AND ADMINISTRATOR'S GUIDB. CHAPTER XIV. Of the Accounting of Executors and Administra- tors, THE Final Settlement and Distribution OF Estates, a'nd of Commissions. When eighteen months from the granting of letters shall have elapsed, any person interested in the estate of the deceased, as creditor, legatee, or next of kin, and who shall not have been paid, may cause the executor or administrator to be cited by the surrogate to render an account of his pro- ceedings, and show cause why he should not be ordered to pay the claim or share of such person. (2 R. S., § 52, p. 92 ; 3 R. S., 5th ed., 178.) And the surrogate will cite an administrator, upon the application of any person who is or has been his bail, or of the legal representatives of such person. (Chap. 261, S. L., 1859.) [It is probably the duty of the surrogate, where infants only are concerned, to call executors or administrators to an account, after a reasonable time has elapsed, beyond the eighteen nionths allowed by law, without the application of any one, if he has reason to apprehend that the interests of the infants require his action. Smith v. Lawrence, 11 Paige, 211. FINAL SETTLEMENT AND COMMISSIONS. 99 The surrogate, on tlie receipt of a petition veri- fied by oath, showing the interest of the petitioner, will make an order that the executor or adminis- trator render such account, which order shall be served on' the executor or administrator by show- ing to him the original, and at the same time leav- ing a copy thereof, or, in case of his absence from home, by leaving such copy with his wife, or some suitable person at the place of his residence, within thirty days, at least, from the time of hearing. Or, if the executor or administrator reside out of the state, such order may be served personally, at least sixty days before the day of hearing, or by publication in the state paper and a paper pub- hshed in the county, once a week for three months. In case of publication a copy of the order must be served by mail at least thirty days before the day appointed for hearing. Obedience to such order may be enforced by attachment, or, if the party cannot be found or if he neglect for thirty days after being committed to jail, to render his account, his letters may be revoked, and new letters granted, and his bond may be prosecuted ' by his successor, under the direction of the surrogate. (S. L., 1837, ch. 460 ; 2 E. S., 92 ; 3 E. S., 5th ed., 178, 179. See petition, order, etc., Appendix.) The costs of the proceeding may, in the discre- tion of the surrogate, be charged upon the executor 100 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. or administrator, personally. (S. L., 1867, chap. 782, §■ 8.) In some counties, it is the practice for the surro- gate to make an order that the executor or admi- nistrator be cited to account, etc., and to serve the citation in the manner directed for the service of the order, as above. It is believed that either course may be pursued safely. On the return of the order or citation, the exe- cutor or administrator may deny the right of the petitioner to call him to an account, and may say he is not a creditor, a legatee, or one of the next of kin, interested in the estate. [When the executor, on being cited to account, alleged that the petitioner had assigned his interest in the estate, it was held that the surrogate could not try the question whether the assignment was valid, and the executor was ordered to account. Bcmfanti v. Deguerre, 3 Brad., 429. A mere appearance of interest in the applicant for an order to i^equire an inventory and account, is suiEcient to authorize such order. TJiomson v. Thmnson, 1 Brad., 24. As a general rule, if the creditor swears positively to a debt due to him from the estate, he will be entitled to an order for an inventory and accounts. Oratacap v. Fhyfe, 1 Barb. Ch. Kep., 485.] And if the surrogate, on hearing the proofs, is satisfied that the petitioner is not interested, he FINAL SETTLEMENT AND COMMISSIONS. 101 will dismiss the application with costs ; but if he finds that the petitioner is interested iie will order the executor or administrator to render an account. The executor or administrator, however, instead of contesting the right of the petitioner to have him cited, or ordered to account, or if after contest he is ordered to render an account, may apply for a final settlement. He may make an application for a final* settlement of his account at any time after the expiration of one yearfrom the date of his appointment. (S. L. 1867, chap. 782, § 14.) The application for such a final settlement is a petition stating the facts (see form Appendix), and the surrogate issues a citation directed' to the creditors, legatees, next of kin, and all persons interested in the estate of the de- ceased, to appear on a certain day, and attend the final settlement of his accounts. (2 E. S., § 60, p. 93; 3 E.S.,, 5th ed., 180 and §70, p. 95; M, 182.) On making such application, the accounting on the appHcation of another party, will be adjourned, so that both proceedings may be carried on together. § 61. (Page 93.) " The citation shall be served personally on those to whom it shall be directed, living in the county of the surrogate, at least fifteen days before the return thereof, and upon those living out of the county, or whose residences may be unknown, either personally fifteen days ,pre- 102 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. viously, or' by publishing the same in a newspaper printed in the county at least four weeks before the return thereof, and in such other newspapers printed in any other counties, where any creditors or other persons interested in the estate of the deceased may reside, as the surrogate upon due inquiry into the facts, shall direct. § 62. " If there be any such creditors, or other persons interested residing in any other state of the United States, or in either of the provinces of Canada, the citation shall be published once in each week for three months, in the state paper, unless such citation be personally served on such creditors or other persons interested a;t least forty days before the return thereof; and if there be any such creditors, or other persons interested, residing out of the United States and out of the provinces of Canada, the citation shall be published as afore- said, six months." In case of the publication of the citation, a copy of it should also be mailed to each party to be served at his place of residence or post office ad- dress, at least thirty days before the return day thereof. (S. L., 1863, chap. 362.) An admission of service of any parties of full age, signed by them, is undoubtedly sufficient in any of the proceedings in the surrogate's court, on proving the signatures to the satisfaction of the surrogate. PINAL SETTLEMENT AND COMMISSIONS. 103 Where a minor is interested in the final settle- ment, service of the citation may be made on his guardian, if he have any ; if he have no guardian service should be made on the minor, in the pre- sence of the person in whose charge he is placed. This relates only to service on the minor in the county; out of the county, the publication and mailing is sufficient. On the return day, if there be any minors inter- ested, the surrogate will appoint a special guardian for them, and if an adjournment is not necessary, the executor or administrator files his account and " any creditors, legatees or other persons interested in the estate of the deceased, as next of kin or otherwise, may attend the settlement of such ac- count and contest the same, and they and the exe- cutor or administrator, shall have process, to be issued by the surrogate to compel the attendance of witnesses." (2 R. S., 63 ; 3 R. S., 5th ed., 180. For form of account and objections, see Appendix.) [On the coming in of the account, the surrogate may refer it to an auditor. 2. R. S., 94, § 64 ; 5th ed., 3 R. S., 180. In the surrogate's court of the city and county of New York, the surrogate may appoint a referee, to take testimony, examine the account, to hear and determine all disputed claims, and make report subject to the confirmations of the surrogate. The referee shall have the same 104 EXBCUTOE'S AND ADMINISTRATOE'S GUIDE. powers and .compensations, as i;eferees appointed by the Supreme Court. S. L., 1870, chap. 355, § 6.] The surrogate, on proof of the amount of the claims of the creditors who appear, will enter them in his minutes as proved, and direct payment by the executor or administrator in the decree. § 54. (2 R. S., 92 ; 3 R. S., 5th ed., 179.) «In rendering such account, every executor or admin- istrator shall produce vouchers for all debts and legacies paid, and for all funeral charges and just necessary expenses, which vouchers shall be de- posited and remain with the surrogate; and such executor or administrator may be examined on oath, touching such payments, and also touching any property or effects of the deceased which have come into his hands, and the disposition thereof. § 55. " On the settlement of an account of an executor or administrator, he may be allowed any item of expenditure, not exceeding twenty dollars, for which no voucher is produced, if such item is supported by his own oath, positively to the fact of payment, specifying when and to whom such payment was made, and if such oath be uncontra- dicted ; but such allowances shall not, in the whole, exceed five Imndred dollars, for pa3anents in behalf of any one estate. § 56. " The surrogate may make allowance to any executor or administrator, for the property of FINAL SETTLEMENT AND COMMISSIONS. 105 the deceased, perished oj- lost without the fault of such executor or administrator. § 57. " No profit shall be m'ade by executors or administrators by the increase, nor shall they sus- tain any loss by the decrease, without their fault, of any part of the estate ; but they shall account for such increase, and shall be allowed for such decrease on the settlement of their accounts." [The inventory is not conclusive evidence, against the executor, of what the assets consist of, and their value, although it is prima fade evidence against him on the accounting before the surrogate. He is not "precluded from showing that assets in- ventoried, did not belong to the estate, or that the estate was of less value than stated in the inven- tory. Sjss&roMC^ V. fias6r(wtc^, 24 How.,24. Where the executor or administrator mixes up the trust funds with his own, or neglects to pay regular accounts of investments, and of the interest re- ceived on such funds, he is chargable with interest, as if the trust fund had been kept invested upon interest, payable periodically. Spear v. Tinhham, 2 Barb. Ch. Eep., 211. Jacot^. Emmett, 11 Paige, 142.] Executors and administrators cannojt charge for their services, by the day or in gross, but can only charge' the legal commissions and their just ex- penses ; the commissions being the pay for their 106 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. services. Thus, he cannot charge for the hire of a horse when he drives his own, although he may- charge for such hire when actually paid, or fare paid in a public conveyance. He cannot charge for board, when he dines at home or with a friend, although he may charge for board actually paid, when from home on the business of the estate. As has been seen above, any person interested may contest the account. The contestant may allege that the executor or administrator has not accounted for all that has been received by him, specifying the articles not accounted for, or he may allege when the inventory is accounted for, that the inventory was not complete, and specify what was omitted. In these cases, the contestant has the burden of proof, and the executor or adminis- trator may introduce counter proofs. (2 Brad., 165.) Or the contestant may allege that certain payments charged in the account were not made, or that not so much was paid as charged, specify- ing in wtat instances. The executor or adminis- trator must then produce the vouchers for such payments, which are conclusive evidence of pay- ments unless successfully impeached by the con- testant. (1 Brad., 265.) - The contestant may further allege, that the pro- perty charged as lost, was lost through default of the executor or administrator ; or that claims of the deceased, charged as bad and not collectable, FINAL SETTLEMENT AND COMMISSIONS. 107 were good. The law- presumes that an executor or administrator does his duty, and to charge him for a default, the contestant must prove the default to the satisfaction of the surrogate ; and when the claims charged as bad and not collectable were in- ventoried, as doubtful or bad, to charge the admi- nistrator, the contestant must show that he knew they were collectable and neglected the collection ; but where the claim was inventoried as good, the executor or administrator charging it as bad, must prove it to be so. (See form objections. Appendix.) This proof may be, that the debtor had been commonly reputed to be insolvent for a length of time; thathe has actually taken the benefit of an in- solvent act ; or that executions have been returned unsatisfied against him. [Where the affidavit annexed to the account of the executor is full and clear as to payments, and the items of disbursements, under twenty dollars, do not exceed in the aggregate five hundred dollars, and the payment of sums over that amount are supported by vouchers, it is for the party who ob- jects to the account to falsify and sustain it, in the form of distinct and specific allegations, with proof thereof Metzger v. Metzger, 1 Brad., 265 ; 2 Brad., 220.J But where there is no inventory, the whole estate is considered good and collectable, and the 108 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. executor or administrator charging any of the claims as bad, must prove the fact. [In adjusting the accounts of executors and ad- ministrators, the surrogate's court is governed by principles of eq^uity, as well as of law, and it is at all flmes, competent for them, unimpeded by tech- nical rules, to show the fairness of their dealings, the real nature of their transactions and the amount for which they should be held liable. Upson v. Badeau, 3 Brad., 13.] The hearing may be adjourned from time to time, and the surrogate may appoint one or more auditors to hear the matter and make a report, subject to his confirmation. The proof being closed, the surrogate decrees the amount of the commissions upon the estate, which are competent upon the aggregate sum received and paid out by all the executors or administrators. {Vdlentine y. Valentme, 2 Barb, ch., 430.) The commissions and the distribution of them are regulated by statute. (2 R. S., 93, as amended by chap. 362 of Laws of 1863,) as follows : " On the settlement of the account of an executor or administrator, the surrogate shall allow to him for his services, and if there be more than one, shall apportion among them respectively over and above his or their expenses : For receiving and paying out all sums of money FINAL SETTLEMENT AND COMMISSIONS. 109 not exceeding one thousand dollars, at the rate of five dollars per cent. For receiving and for pajdng out any sums, ex- ceeding one thousand dollars and not amounting to ten thousand dollars, at the rate of two dollars and fifty cents per cent. For all sums above ten thousand dollars, at the rate of one 'dollar per cent. And in all cases such allowance shall be made for their actual and necessary expenses, as shall appear just and reasonable. But if the personal estate of the testator, or in- testate, shall amount in value to not less than one hundred thousand dollars, over and above all debts and liabilities, of the testator or intestate, and there shall be more than one executor or administrator, then, instead of apportioning the compensation hereinbefore mentioned, among such executors or administrators, each and every of such executors or administrators shall be entitled to and shall be allowed, the full amount of compensation, to which he would have been entitled, by the provisions of this act if he had been sole executor or adminis- trator ; provided however, that the whole amount of the compensation of such executor or adminis- trators' shall not exceed, what would be by* the provisions thereof, paid to three executors or three administrators; and that if there shall* be more 110 EXECUTOR'S AND ADMINISTEAT-OE'S GUIDE. than three executors or administrators, then what could be the compensation of three executors or three administrators, shall be divided among them, all the executors or administrators in equal shares, and there shall also be allowed, on each settlement, such sums for counsel fee thereon, and preparing therefor, as to said surrogate shall seem reasonable", not exceeding the sum of ten dollars for each day engaged therein." The rule as to commissions, may be expressed more shortly thus : Five per cent on all sums up to one thousand dollars ; two' and a half per cent on sums above one thousand dollars, up to nine thousand, and one per cent on all above ten thou- sand dollars. Commissions are not allowed on articles specifi- cally bequeathed; (Burtis v. Dodge, 1 Barb. Ch. R., 77,) but when the executor or administrator transfers stocks, notes, or bonds and mortgages, or other property, to a legatee or one of the next of kin, in payment of a general legacy or distributive share, he may be allowed commissions on the amount of them as money. And an executor or administrator with the will annexed, acting as trustee under the will in receiving and paying out "the income of an investment, will be entitled only to .the percentage ascertained b'y adding such receipts k) the estate as accounted for. {Drake v. Price, 5 N. Y., 430.) FINAL SETTLEMENT AND COMMISSIONS. Ill [An attorney performing professional services, is entitled also to his bill of ' costs, beyond com- missions. Matter of Bcmh of "Niagara, 6 Paige, 213. An executor cannot receive for his services, any more than the statute commissions, however meri- torious, or extraordinary, his services may be. Collier V. Munn, 41 N. Y., 143. Commissions are not charged upon the legacies, but are paid put of the general estate. Westerfield v. Westerfield, 1 Brad., 198.] At the final settlement, it may sometimes occur, that part of the estate yet remains uncollected, or there may remain unpaid, debts not yet due, for which cases the statute provides as follows : (2 E. S.,95.) § 71. Whenever an account shall be rendered, and finally settled, * * * * jf j^ shall appear to the surrogate that any part of the estate remains to be paid or distributed, he shall make a. decree for the payment and distribution of what shall so remain, to and among the creditors, legatees, widow and next of kin, to the deceased, according to their re- spective rights. * * * § 72. In such order, the surrogate may, upon the assent, in writing of the parties, who shall have appeared, direct the delivery of any personal pro- perty, which shall not have been sold, and the assignment of any mortgages, bonds, notes, or 112 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. other demands not yet due, among those entitled to payment or distribution, in lieu of so much money as such-property or securities may be worth, to be ascertained by the appraisement and oath of such persons as the surroga^ shall appoint for that purpose. § 74. If upon the representation of an executor administrator, or otherwise, it shall appear to the surrogate, that any claim exists against the estate of the deceased, which is not then due, or upon which a suit is then pending, he shall allow a sum sufficient to satisfy such claim, or the proportions to which it may be entitled, to be retained for the purpose of being applied to the payment of such claim when due, or when recovered, or of being distributed according to law. The sum so re- tained, ftiay be left in the hands of the executor or administrator, or may be directed by the surro- gate to be deposited in some safe bank, to be. drawn only on the order of the surrogate. Having settled the account and decreed the com- missions, the court will direct the distribution of the balance remaining, among the creditors who shall have proved their claiins, if there be any, and the legatees or next of kin. See form. Decree Ap- pendix. The provisions of a will may be declared null and void, on final accounting, where it was revoked by a subsequent marriage, and although the will FINAL SETTLEMENT AND COMMISSIONS. • 113 had been proved, intestacy may be declared. Es- tate of Ann Davis, 1 Tucker, 107.] If there be enough of the estate, the creditors will be paid in full, and if after paying them there remains a surplus, it will be distributed according to the will, or, if there be no will, among the next of kin. Interest will be computed on legacies from the time when they became payable, either by the will or by law ; but where a bequest is given to a widow in lieu of dower, and she accepts the same, she will be entitled to interest thereon from the death of the testator. [Seymour v. Butter, 3 Brad., 193.) And where a legacy is given to a minor child, and no other provision is made for its support, in- terest will be allowed from the death of the testa- tor. {Lwptcm V. Lupton, 2 Johns. Ch., 628.) Where a sum of money is bequeathed to execu- tors to be put out at interest, and to pay over the income, the person for whom, the provision is made is entitled to interest on the same from the death of the testator, provided a sufficient amount re- mains, after deducting debts and other legacies. The statute providing that no legacy shall be paid until after the expiration of one year from granting letters testamentary, unless the same. is directed, by the will, to be sooner paid, does not stand in the way of this principle. {Cooke v. 114 EXECUTOR'S AND ADMINISTRATOR'S (JtriDE. Meeker, 42 Barb., 533 ; Graig v. Craig, 2 Barb. Ch. Kep., 105.) The rulings as to the time when interest begins to run, are not uniform. Interest begins to run on general legacies, from the period of one year from the issue of letters tes- tamentary, unless a particular time is specified for payment. [Matter of Finh's estate, 19 Abb., 209.) Interest runs on a legacy from the period of one year from the death of the testator, when no time is fixed by the will for payment. Williamson v. Williamson, 6 Paige, 293 ; Campbell v. Cowd/rey, 31 How., 172; Bradner v. Faulkner, 12 N. Y., 472, seems to hold that interest runs on legacies, from the time they are legally payable, but the point was not before the court, and the holding was obiter dictvm. See Ca/mpbell v. Cowdrey, sv/p. Distribution. The statute of distribution in case of intestacy, is as follows : § 75. (2 R. S., 96; 3 R. S., 5th ed., 183.) " Where the deceased shall have died intestate, the surplus of his personal estate remaining after payment of debts ; and where the deceased left a will, the sur- plus remaining after the payment of debts and lega- cies if not bequeathed, shall be distributed to the FINAL SETTLEMENT AND COMMISSIONS. 115 widow, children or next of kin of the deceased in the manner following : 1. " One third part thereof to the widow, and all the residue by equal portions among the children and such persons as legally represent such children, if any of them shall have died before the deceased. " If there be no children nor any legal represent- atives of them, then one moiety (that is one half), of the whole surplus shall be allotted to the widow, and the other moiety shall be distributed to the next of kin of the deceased entitled under the pro- visions of this section. 3. "Kthe deceased leave a widow, and no de- scendant, parent, brother or sister, nephew or niece, the widow shall be entitled to the whole sur- plus ; but if there be a brother or sister, nephew or niece, and no descendant or parent, the widow shall be entitled to a moiety of the surplus as above provided, and to the whole of the residue where it does not exceed two thousand dollars ; if the residue exceed that sum, she shall receive in addition *to her moiety two thousand dollars, and the remainder shall be distributed to the brothers and sisters and their representatives. 4. "K there be no widow, then the whole sur- plus shall be distributed equally to and among the children and such as legally represent them. 5. "In case there be no widow and no children, 116 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. and no representatives of a child, then the whole surplus shall be distributed to the next of kin, in equal degree to the deceased, and the legal repre- sentatives. 6. "If the deceased shall leave no children, and no representatives of them, and no father, and shall leave a widow and a mother, the moiety not dis- tributed to the widow shall be distributed in equal shares to his mother and brothers and sisters, or the representatives of such brothers and sisters ; and if there be no widow, the whole surplus shall be distributed in like manner to the mother and to the brothers and sisters, or the representatives of such brothers and sisters. 7. " If the deceased leave a father, and no chUd or descendant, the father shall take a moiety,'^ if there be a widow, and the whole if there be no widow. 8. " If the deceased leave a mother, and no child, descendant, father, brother, sister, or representa- tives of a brother or sister, the mother, if there be a widow, shall take a moiety, and thS whole if there be no widow. And if the deceased shall have been illegitimate, and have left a mother, and no child or descendant or widow, such mother shall take the whole, and shall be entitled to letters of administration in exclusion of all other persons, in pursuance of the provisions of this chapter. And PINAL SETTLEMENT AJSTD COMMISSIONS. 117 if the mother of such deceased be dead, the relatives of the decease(^ on the part of the mother shall take in the same manner as if the deceased had been legitimate, and be entitled to letters of ad- ministration in the same order. 9. " Where the descendants of next of kin of the deceased, entitled to share in his estate, shall be all in equal degree to the deceased, their shares shall be equal. 10. " When such descendants, or next of kin shall be of unequal degrees of kindred, the surplus shall be apportioned among those entitled thereto, according to their respective stocks ; so that those who take in their own right, shall receive equal shares, and those who take by representation shall receive the shares to which the parent whom they represent, if living, would have been entitled. 11. '' No regresentation shall be admitted among collaterals after brothers' and sisters' children." [As the statute of distributions says that no re- presentative shall be admitted among collaterals, after brothers and sisters children, it was held in Pett V. Pett, 1 Salk. Kep., 250 ; 1. P. Wms., 25, that a brother's grandchildren, could not share with another brother's children, and therefore, if the intestate's brother A, be dead, leaving only grand- children ; and his brother B, be dead, leaving child- ren, and his brother C, be Uving, the grandchildren, 118 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. of A will have no share, and cannot take. One half of the personal estate will go to the children of B, and the other half to C. But if all the brothers and sisters and their children be dead, leaving children, those children cannot take hy repre&entatvm, for it does not extend as far, but they are- all next of hm, and in that character, would take per cajpita. E«presentation in the descending lineal line, proceeds on ad infinitwm. It has also been decided that if the intestate leave no wife, or child, brother or sister, but his next of kin and an uncle, by his mother's side, and a son of a deceased aunt, the uncle takes the whole, and the representation is not carried down to the repre- sentatives of the aunt. 2 Kent. Com., 424, 425. Distribution is also made per capita, when the distributees take equally, in their own right, or per stirpes, when they take by way ^f representa- tion. Thus, if the brothers and sisters of the de- ceased, are all dead, all leaving children, entitled to his estate, notwithstanding the families may be unequal, in numbers, they will divide the estate equally among them, or per capita. But if one brother remain alive, and others have died, leav- ing children, such children take per stirpes, or what their parent would have been entitled to if living. Williams on Exrs., 1299. So that next of kin take per stirpes, or by repre- PINAL SETTLEMENT AND COMMISSIONS. 119 sentation, only when they stand in unequal de- grees of kindred to the deceased. Where they stand in equal degrees, as all Brothers, all children, all grandchildren, they take each an equal share. See also Matter of Burr, 2 Barb. Ch. R., 208.] 12. "Relatives of the halfblood, shall takeequally with those of the whole blood in the same degree, and representatives of such relatives shall take in the same manner as the representatives of the whole blood. 13. "Descendants and next of kin of the deceased begotten before his death, but born thereafter, shall take in the same manner as if they had been born in the lifetime of the deceased, and had survived him." § 76. "If any child of such deceased person shall have been advanced by the deceased, by set- tlement or portion of real or personal estate, the value thereof shall be reckoned with that part of the surplus of the personal estate which shall re- main to be distributed among the children ; and if such advancement be equal or superior to the amount which, according to the preceding rules, would be distributed to ^uch child, as his share of such surplus and advancement, then such child and his des(?endants shall be excluded from any share in the distribution of such surplus. § 77. " But if such advancement be not equal to 120 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. such amount, such child, or his descendants, shall be entitled to receive so much only as shall be suffi- cient to make all the shares qf all, the children, in said surplus and advancement, to be equal as near as can be estimated." [Under a Massachusetts statute, similar to ours, it has been held in two cases, Quarles v. Quarles, 4 Mass., 680, and Kenny v. Tucker, 8 Mass., 143, that a release to the father of claims on distributive share in expectancy, given in consideration of an advancement, operates as a release, and is a bar to claim on final settlement ; even when the amount received for such release is less than the distribu- tive share would be.] § 78. The maintaining or educating or the giving of money to a chUd, without a view to a portion or settlement in life, shall not be deemed an ad- vancement, within the meaning of the last two sections ; nor shall those sections apply in any case where there shall be any real estate, of the intes- tate, to descend to the heirs. § 79. The preceding provisions respecting the distribution of estates, shall apply to the personal estates of married women leaving descendants then surviving ; and the husband of any such deceased married woman, shall be entitled to the same dis- tributive share in the personal estate of his wife, to which a widow is entitled in the personal estate, PINAL SETTLKMBNT AND COMMISSIONS. 121 of her husband, by the provisions of this chapter, and no more. (As amended by chap. 782, § 11 of laws of 1867.) In Barnes Y. Underwood, 3 Lansing 526, it is held that the amendment of 1 8 6 7, and the repeal of section 30, 2 R. S., 75, have deprived the husband of all claims to the estate of his deceased wife, except when she leaves descendants, in which case he will take one third. But this case has been over- ruled in the court of Appeals. § 80. Where a distributive share is to be paid to a minor, the surrogate may direct the same to be paidto the general guardian of such minor, and to applied to his support and education ; or he may direct the same to be invested in permanent secu- rities, as hereinbefore provided in respect to lega- cies to minors, with the like authority to apply the interest, and subject to the same obligations. § 81. When administration is granted to any per- son not the widow of, or next of kin to a deceased person, and no one shall appear to claim the per- sonal estate of the deceased, within two years after such letters were granted, the surplus of such estate, which would be distributed as aforesaid, shall be paid into the treasury of this state, for the benefit of those who may thereafter appear to be entitled to the same. The decree of the surrogate may be appealed from at any time within three months, and until reversed 122 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. on appeal, the final settlement and decree is con- clusive as to the following facts against all persons who have been duly cited. (2 E, S., 94, § 65; 3 E. S., 5th ed., 181.) [The decree is conclusive, only as to the points stated in the statute and only upon those persons properly served with the citation. The executor or administrator, may, notwithstanding the settle- ment, be charged with assets received by him and not stated in the account, with debts collected by him and not stated in the account, and with interest on such items. He may also be charged with assets, discovered for the first, after the settle- ment, as to which his duties are unaltered by his previous final settlement. Bank of Poughkeepsie, V. EarhrousJc, 6 N. Y., 216.] 1. " That the charges made in such account for moneys paid to creditors, to legatees, to the next of kin and for necessary expenses are correct. 2. " That such executor or administrator has been charged all the interest for moneys received by him and embraced in his account, for which he was legally accountable. 3. "That the moneys stated in such account as collected, were all that were collectable on the debts stated in the account, at the time of the set- tlement thereof. 4. " That the allowances in such account for tha FINAL SETTLEMENT AND COMMISSIONS. 123 decrease in the value of any assets, and the charges therein for the increase in such value were correctly made." § 1. (L. S., 1867, chap. 782.) The surrogate's court, shall have power and jurisdiction to compel testamentary trustees and guardians to render accounts of their proceedings, in the same manner as executors, administrators and guardians, ap- pointed by such surrogates are now required to account. Or such a trustee may voluntarily apply for a settlement and may have his account settled from time to time, or finally settled in the same manner as accounts of executors, as above. For this purpose, a citation may issue on his application, and on the hearing, all the proceed- ings will be conducted in the same manner as on the final settlement of the accounts of an executor or administrator. The surrogate will make the same allowances for commissions and expenses as to executors. (Part 2, chap. 6, title 2, § 66, of R. S., as amended by chap. 115 of Laws of 1866.) When letters testamentary or of administration to such trustee shall be revoked, or superseded, he may be cited by the surrogate, at the instance of his successor, and the proceedings will be the same as in case of final settlement and an accounting by executors. 124 EXECUTOR'S AND ADMINISTBATOR'S GUIDE. And in like manner, the surrogate may cite an executor or administrator, whose letters have T)een revoked, to account, up'on the application of a new executor or administrator ; and if such new executor or administrator neglect to make such application, after a reasonable time any other per- son interested may make it, and the surrogate wiU hold him to an account in the same manner as if eighteen months had elapsed. (S. L. 1837, chap. 4-60, amended by chap. 229, S. L., 1862.) It seems that'the surrogate may also, in case one of two or more executors is guilty of misconduct in relation to the estate, interfere and compel him to place the choses in action in his possession, be- longing to the estate, in such custody as to enable his coexecutors to obtain access to the same, and may direct the mode in which he shall, cooperate with his coexecutors in discharging his duties or execution under the will. {Wood v. Brown, 34 N. Y., 337.) The Decree may he made a lien on the Real Estate of the Executor or administrator and collected hy Execution. § 63. (Chap. 461, Laws of 1837.) After any decree is made by a surrogate, for the pajmaent of money by an executor, administrator or guardian, on application, he shall make out a certificate, FINAL SETTLEMENT AND COMMISSIONS. 125 stating the names of the parties against and in favor of whom the decree is made, with the trade, profession or occupation of the parties respectively, and their places of residence, in which he shall state the amount of debt and costs directed to be paid by such decree. § 64. On such certificate being filed with any clerk of the Supreme Court (a county clerk), the same shall be entered on the docket of the court, and shall thenceforth be a Hen on all the lands, tenements and real estate of every person against whom such decree shall be entered, and execution shall be issued thereon, in the same manner as though the same was a judgment obtained in said court. § 65. If such execution be issued, and returned unsatisfied, the surrogate shall on application, assign the bond given by such executor, adminis- trator or guardian, to the person in whose favor such decree is made for the purpose of being prose- cuted. Attachment may Issue. § 66. (Chap. 460, Laws of 1837.) Process of at- tachment or other compulsory process authorized by law, to enforce the order, process or decrees of the surrogate's courts, may be issued by the surro- gate of one county, to the officers required by law 126 EXECUTOR'S ANB ADMINISTRATOR'S GUIDE. to serve such process in any other county of the state, when it may be necessary to serve th6 same ; and the officer receiving the same shall have power and authority to arrest the person or persons against whom said process may be issued, and to convey the person or persons so arrested to the county and place where the writ may be returnable. § 67. All attachments and other compulsory pro- cess which may be issued by any surrogate, shall be made returnable to the county where the same may issue; * * *. For the purpose of ob- taining the attatchment, a demand of payment must first be made upon the executor or adminis- trator personally, accompanied by the service of a copy of the decree or order verified by the surro- gate ; . should payment not be then made, the sur- rogate upon proof by verified petition of the neglect or refusal to pay, will issue an attachment under his seal, directed to the sheriff" of the county in which the delinquent resides, commanding him to attach the person of the delinquent and bring him before his court. On the return, the surro- gate, if no satisfactory reason be rendered for the non-payment, may commit the delinquent executor, or administrator to the common jail to remain until d^charged by the order of the same surro- gate. [Seaman v. Duryea, 11 N. Y., 324 ; Est. of John Woodhead, 1 Tucker 92. See forms attach- ment etc., in Appendix.) % FINAL SETTLEMENT AND COMMISSIONS. 127 The Decree may he Discharged. § 9. (S. L., 1867, chap. 782.) Any decree or order of a surrogate for the' payment of moneys, may be discharged by filing with him a release of. the amount executed by the person to whom such money is directed to be paid, and acknowledged, or proven, as is now required as to a conveyance of real estate;- and such surrogate, on filing such release, shall indorse such discharge on the margin of the record of such decree or order. When the decree has been docketed in the office of any county clerk, by the filing of the certificate of the surro- gate, as to the decree, then on filing with the same clerk, a certificate of the surrogate, of the discharge, the clerk shall enter the discharge upon his docket. (See form release in Appendix.) 128 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. CHAPTER XV. Of the Mortgage, Lease or Sale of the Eeal Estate of a deceased Person for the Payment OF HIS Debts. (2 R. S., 100.) The real estate of tlie testator or intestate is also, if necessary, to be applied, to the payment of his debts, and the statute prescribes the manner of converting it into money. Executors or administrators may apply by peti- tion to the surrogate for leave to mortgage, lease or sell the Teal estate of the deceased, or to sell his interest in any land held under a contract for the purchase thereof, or so . much thereof as may be necessary to pay his debts, at any time within three years after the granting of letters, when they shall discover that the personal estate is insufficient to pay his debts. But before making this application, they must file an inventory according to law. (S. L., /837, chap. 60, § 40 j 3 R. g.,.5th ed., 187.) But real estate, an heirs or devisee's title to which has been divested, shall not be sold for debts ' unless letters testamentary or of administration upon the estate of said deceased shall have been applied for within four years after his death, nor unless appli- cation for such sale shall be made to the surrogate OP REAL ESTATE FOR PAYMENT OF DEBTS. 129 within three years after the granting of such letters ; provided the surrogate of any county in this state had jurisdiction to grant such letters. (S. L. 1869, chap. 848.) § 2. (2 E. S., 1€0 ; 3 R. S., 5th ed., 187.) " The petition shall set forth : 1. " The amount of personal property which has come to the hands of the executor or administrator. [A statement of the total of the inventory, and the total of the debts, held insufficient. Hill & D. Swp., 260. Where there was no personal estate, a sworn state- ment, in the petition of that fact held to answer the purpose of an inventory. Butler v. Emmet t, 8 Paige 12.] 2. " The appHcation thereof 3. " The debts outstanding against the testator or intestate, as far as the same can be ascertained. 4. "A description of all the real estate of which the testator or intestate died siezed, with the value of the respective portions or lots, and whether oc- cupied, or not, and if occupied, the names of the occupants; and 5. " The names and ages of the devisees if any and of the heirs of the deceased. " And siich petition shall be verified by the oath of the party presenting the same." (For form peti- tion, see Appendix.) 130 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. [All the executors, Or administrators, should .join in the petition, or the reason why they do not do so, should be fully stated in the petition. Fitch V. Wiibeck, 2 Barb.Ch. Eep., 161. K it shall appear from the petition that the per- sonal estate of the deceased, applicable to that pur- pose, has been applied to the payment of his debts, or satisfactory evidence is offered that the executor or administrator has proceeded with reasonable di- ligence in converting the same into money, and applying the same to the payment of his debts (S. L. 1837, chap. 460, § 41 ; 3 R. S., 5th ed., 189), and that it is insufficient for that purpose, and that there are debts unpaid, the surrogate will make an order, that all persons interested, appear before him at a time and place therein specified, not less than six, nor more than ten weeks from the time of making such order, to show cause why the necessary authority should not be given to the executors or administrators appljring therefor, to mortgage, lease or sell so much of the real estate as may be necessary. (See order to show cause in Appendix.) A copy of this order shall be served personally, on any person in the occupation of the premises, of which a mortgage, lease or sale is desired, wherever the same may be situated, and on such of the per- sons interested, as widow, heirs or devisees, resid- ing in the county of the surrogate, at least fourteen OF REAL ESTATE FOR PAYMENT OF DEBTS. 131 days before the day therein appointed for showing cause; which service may be made personally, or by leaving a copy at their residences with some person of suitable age or discretion. In the case of minors interested, the order to show cause shall be served upon them in the same manner as -citations to altered proof of a will (S. - L., 1863, chap. 36, § 6), that is upon the minors personally, and if the minors be under fourteen years of age, then a copy shall also be delivered to the parent, or guardian* of the minors, or to the person in whose care the minor shall be. It shall also be published for four weeks, imme- diately previous to the return day, in a newspaper printed in the county. [If it does riot affirmatively appear that the order directing all persons to show cause, was published as directed by the statute, the surrogate's j urisdiction is not made out. CorwinY. Merritt, 3 Barb., 341.] If such personal service can not be made, or if such widow, heirs or devisees do not reside in such county, but reside in the state, then a copy of such order may be served personally forty days before the day for showing cause, or by publishing the same, once in each week for four weeks in succes- sion, in the state paper. If such devisees do not reside in the state, or cannot be found therein, the order shall be published once in each week, for six I 132 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. weeks successively, in the state paper, or a personal service of forty days may be made in lieu thereof. It is believed, that in all cases of publication, a copy of the order should be mailed at least thirty days before the day of showing cause, to the parties intended to be served by the publications. . The surrogate wUl, if the service of the order tp show cause is complete, appoint a special guardian for all minors, and on his appearance, will proceed to hear the allegations and proofs of all parties, and will adjourn from time to time, as may be necessary. The executors or administrators may be examined on oath, and witnesses may be exam- ined by either party, and their attendance may be compelled in the same manner as in case of prov- ing wills. Any person interested may contest the applica- tion, and show that the executors or administra- tors have not proceeded with reasonable diligence in converting the personal estate into money and paying the debts ; or that such personal estate is sufficient to pay the debts ; and they may contest the validity and legality of any debts, demands or claims which may be represented as existing against the deceased ; and may set up the statute of limitations in bar of such claims. And the admis- sion of any such claims, so barred, by any executor or administrator, shall not be deemed to revive OP REAL ESTATE FOB PAYMENT OF DEBTS. 133 the same, so as in any way to affect the real estate of the deceased. Creditors may attend and present their claims, and prove them before the surrogate, in the same manner as in any other court. It will be observed, that in all these proceedings, there is no provision for notifying creditors of the hearing before the surrogate, at which they may present and prove their claims, except by adver- tising ; but it is clearly the duty of the executors or administrators to notify them personally, so far as they are able, to the end that the proceeds may be equitably distributed among all the creditors. ^, ,The demands which the surrogate, on such hear- ing, shall adjudge to be valid and subsisting against the estate of the deceased, or which shall have been determined to be valid by the circuit, or which shall have been recovered against the executors or administrators by the judgment of a court upon a trial of the merits, shall be entered by him in the book of his proceedings, fully and at large, and the vouchers supporting the same shall be filed in his ofiice. § 14. (Page 102, 3 R. S., 5th ed., 189.) " The surrogate shall make no order for the mortgaging, leasing or sale of the real property of the deceased, until, upon due examination, he shall be satisfied. 1. " That the executors or administrators have 134 EXECUTOR'S AST) ADMINISTRATOR'S GUIDE. fully complied with the preceding provisions of this title (as set forth above) ; 2. " That the debts, for the purpose of satisfying which the application is made, are justly due and owing, and that they are not secured by judgment or mortgage upon, or expressly charged on the real estate of the deceased ; or, if such debts be secured by a mortgage or charge on a portion of such es- tate, then, that the remedies of the creditor by virtue of such mortgage or charge have been ex- ■ hausted ; 8. " That the personal estate of the deceased is insufficient for the payment of such debts, and that the whole of such estate, which could have been applied to the payment of the debts of the deceased has been duly applied for that purpose." But see § 41 hereafter. [The order for sale must not be made to pay expenses of administration. Mtch v. Witbeck, 2 Barb. Ch. Rep., 161.J § 15. .(Page 102. 3 E. S., 5th ed., 189.) The surrogate, when so satisfied, shall, in the first place inquire and ascertain whether sufficient moneys for the payment of such debts can be raised by mortgaging or leasing the real property of the de-. ceased, or any part thereof; and if it shall appear that such moneys can be so raised, advantageously to the interest of such estate, he shall direct such mortgage or lease to be made for that purpose; OF REAL ESTATE FOR PAYMENT OF DEBTS. 135 § 4. (S. L. 1837, ch. 460; 3 R. S., 5tlied., 189.) The surrogate may, in his discretion, order such mortgage, lease or sale to be made, although the whole of the personal property of the deceased which has come to the hands of the executor or administrator, has not been applied to the payment of debts. . But the surrogate, before making any such order shall have satisfactory evidence that the executor or administrator has proceeded with reasonable diligence in converting the personal property of the deceased into money, and applying the same to the payment of debts. (See order for sale in Appendix.) § 16. (Page 103, 3 E. S., 5th ed., 190.) No such lease shall be for a longer time than until the youngest person interested in the real estate leased shall become twenty-one years of age. § 17. A lease or mortgage, executed under the authority of the surrogate as aforesaid, shall be as valid and effectual, and of the same effect, as if executed by the testator or intestate, immediately previous to his death. § 18. If it shall appear to the surrogate that the moneys required can not be raised by mortgage or lease, advantageously to the estate, he shall from time to time order a sale of so much of the real estate, whereof the testator or intestate died seized, as shall be suf&cient to paly the debts which the 136 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. surrogate shall have entered in his books as vaUd and subsisting. § 19. If such real estate consist of houses or lots, or of a farm, so situated that a part thereof can not be sold without manifest prejudice to the heirs or devisees, then the whole or a part thereof, although more than may be necessary to pay auch debts, may be ordered to be sold, and if a sale of the whole real estate shall appear necessary to pay such debts, it may be ordered, accordingly. § 20. The order shall specify the lands to be sold, and the surrogate may therein direct the order in which several tracts, lots or pieces shall be sold. If it appears that any part of such real estate has been devised, and not charged'in such devise with the payment of debts, the surrogate shall order that the part descended to heirs be sold before that so devised ; and if it appear that any lands devised or descended, have been sold by the heirs or devisees, then the lands remaining in their hands, unsold, shall be ordered to be first sold ; and in no case shall land devised expressly charged with the payment of debts, be sold under any order of a surrogate. § 21. Before granting any order for the mort- gaging or leasing any real estate, the surrogate shall require from the executor or administrator applying for the same, a bond to the people of this OF REAL ESTATE FOR PAYMENT OP DEBTS. 137 state, with sufficient sureties, to be approved by the surrogate, in a penalty double the amount to be raised by such mortgage or lease, conditioned for the faithful application of the moneys arising from such mortgage or lease to the payment of the debts established before the surrogate, on granting the order, and for the accounting for such moneys, whenever required by such surrogate or by any court of competent authority. § 22. Before granting any order for the sale of any real estate, the surrogate shall require a bond in like manner, and with sureties as above directed, in a penalty double the value of the real estate" ordered to be sold, conditioned that such executors or administrators will pay all the moneys arising , from such sale, after deducting the expenses thereof, and will deliver all securities taken by them on such sale, to the surrogate, within twenty days after the same shall have been received and taken by them. (See bond, in Appendix.) [Where the proceeds are very large, security to a limited amount beyond the fund is sufficient. Holmes v. Cock, 2 Barb. Ch. Rep., 426.] In case the executors or administrators neglect or refuse within a reasonable time to execute any such bond, the surrogate may appoint a disin- terested freeholder to execute such mortgage or lease, or make such sales, preferring in such ap- 138 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. pointment a person nominated by the creditors. Such freeholder shall give a bond in the same manner as executors or administrators, and shall possess like powers, and be subject to the same responsibilities. A notice of the sale shall be posted for six weeks prior to such sale, in three of the most public places in the town or ward where the sale shall be had, and shall be published in a newspaper, if there be one. printed in the same county, and if there be none, then in the state paper, for six weeks successively; in which notice the land and tenements to be sold shall be described with common certainty, by setting forth the number of the lots, and the name or number of the township or town in which they are situated ; if the premises cannot be so described they shall be described in some other appropriate manner, and in all cases the im- provements thereon shall be stated. (See*notice in Appendix.) The sale shall be made in the county where the premises are situated, at public vendue, between the hour of nine in the morning and sunset. [The administrator may, if he deems it beneficial to the estate, sell in separate parcels, although the order for sale described the property as a single parcel. Delaplaine v. Lawrence, 3 N. Y., 801.] And the purchaser should be required to pay on his bid, a sum sufficient, at least, to pay the expenses OP REAL ESTATE FOK PAYMENT OP DEBTS. 139 of a new sale in case he should fail to fulfil the terms and a new sale should be necessary. The executor or administrator making such sales, and the guardian of any minor heir or devisee of the deceased, shall not directly or indirectly pur- chase, or be interested in the purchase of any part of the real estate sold, and all such sales shall be void ; but a guardian may purchase for the benefit of his ward. The executor or administrator may give such length of credit, not exceeding three years, for not more than three fourths of the purchase money, as shaU seem best calculated to p:^duce the highest price, and as shall have been directed or shall be approved by the surrogate, on the security of a bond of the purchaser, and a mortgage of the pre- mises sold. The executor or administrator, or the freeholder appointed, shall after sale, within twenty days, make return of his proceedings, on oath, to. the sur- rogate, (see report in Appendix,) who shall ex- amine the proceedings, and may examine the par- ties or any other person on oath ; and if he shall be of opinion that the proceedings were unfair, or that the sum bid was disproportionate to the value, and that a sum exceeding such bid, at least ten per cent, exclusive of the expenses of a new sale, may be obtained, he shall vacate such sale and direct another, of which notice shall be given, and the 140 EXECTTTOR'S AND ADMINISTRATOR'S GUIDE. sale shall be in all respects conducted as the sale oij the first order. [It is competent for the surrogate, to confirm the sale in part, and vacate it in part. Delaplaine V. Lawrence, 3 N. Y., 301.] But if it shall appear that the sale was legally made and fairly conducted, and that the sum bid was not disproportionate to the value of the property sold or if disproportionate, that a greater sum, as above specified, cannot be obtained, he will make an order confirming such sale, and direct convey- ances to be executed, which shall convey the pro- perty free from any claim of dower. (See order in Appendix.) [The purchaser will hold the crops growing on the land when sold, although sown by the heirs, or his tenant. Jewett v. Keenholtz, 16 Barb., 193.] § 31. (Page 103.) " Such conveyances shall there- upon be executed to the purchaser by the executors or administrators, or by the person so appointed by the surrogate to make the sale. They shall con- taiin and set forth at large, the original order au- thorizing a sale, and the order confirming the same and directing the conveyance ; and they shall be deemed to convey all the estate, right and interest in the premises of the testator or intestate at the time of his death, free and discharged from all claims for dower of the widow of siich testator or intestate. (See deed in Appendix.) OP REAL ESTATE FOE PAYMENT OF DEBTS. 141 § 36. "Every sale and conveyance made pursuant to the provisions of this title, shall be subject to all charges by judgment, mortgage or otherwise, upon the lands so sold, existing at the time of the death of the testator or intestate." § 1. (Chap. 81, Laws of 1850.) Every sale here- tofore made or hereafter to be made, under any of the provisions of the fourth title of chapter six, second part of the Kevised Statutes, and of the acts amending the same, or in addition the?eto, shall be deemed and held to be as valid and effect- ual, as if made by order of a court having original general jurisdiction, and the title of any purchaser, at any such sale made in good faith, shall not be impeached, or invalidated, by reason of any omission, error, defect, or irregularity, in the proceedings before the surrogate, or by any allegation of want of jurisdiction, on the part of such surrogate ex- cept in the manner and for the causes, that the same could be impeached or inyalidated, in case such sale had been made pursuant to the order of the court of original general jurisdiction. § 2. No such sale, under any of the provisions of the fourth title, of chapter six, of part second, of the Revised Statutes, and of the acts amending the same shall be invalidated, nor in any wise impeached, for any omission or defect in any petition of any executor or administrator, under 142 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. the provisions of such title and acts amending the same, provided such petition shall substan- tially show that an inventory has been filed, and that there are debts, or is a debt, which the personal estate is insufl&cient to discharge, and that recourse is . necessary to the real estate, (or some of it) whereof the deceased died, seized. § 3. (As amended by chap. 260, of Laws of 1869, and chap. 92 of Laws of 'l872.) Nor shall an;f such sale be invalidated, nor in any wise im- peached by reason that any such petition was or shall be presented by less than the whole number of executors or administrators ; nor by reason that after the filing of any such petition, any bond re- quired by law, has been, or shall be given, by less than the whole number of the executors or admin- istrators, petitioning ; nor by reason that any fur- ther proceeding, notice, sale, deed or return, has been or shall be had, or made by less than the whole number of executors or administrators, peti- tioning; nor by reason of any omission to serve upon any minor, heir or devisee, personally, or by publication, a copy of the order to show cause re- quired by the fifth section of the fourth title of chapter six, part second of the Revised Statutes ; proyided such order shall have been duly served on the general guardian of the minor, or the guard- ian appointed in such proceeding ; nor by reason OF REAL ESTATE FOR PAYMENT OF DEBTS. 143 of any irregularity in any mattef or proceeding, after the presenting of any petition, and the giving notice of the order to show cause why the autho- rity or direction applied for, should not be granted, and before the order confirming such sale; nor after a lapse of five years from the time of such sale, where the notice of such sale has been pub- hshed for six weeks successively before the day of such sale, although such publication may not have been for the full period of forty-two days ; and in all cases where the records of the ofiice of the sur- rogate, before whom such proceedings were taken, have been removed from the house, office, or other building in which such proceedings were taken, to another house, office or other buUding, after such proceedings were taken, and the full period of twenty-five years has elapsed since said sale, it shall be presumed that guardians have beeii duly appointed for all minor devisees of the real estate sought to be sold in such proceeding, such presump- tion to be rebutted only by record evidence in such office showing affirmatively that such guardian or guardians were not appointed ; provided, that no- thing in this act contained shall be construed to affect in any manner any suit or proceeding already commenced for the recovery of any lands or the proceeds thereofy. sold under or by virtue of any ordgr of a surrogate's court. 144 BXECUTOE'S AND ADMINISTRATOR'S GUIDK. § 4. This act' shall not be construed as author- izing any surrogate, or ofl&cer performing the duties of the ofl&ce of surrogate, to make any order for the sale of the real property of a deceased person, or to confirm such sale, unless, upon due examina- tion, he shall be satisfied, that the provisions of said title have been complied with, as if this act had not been passed. [This act throws upon the party seeking to im- peach a sale of real estate, under the order of a surrogate, the whole burden of proof; and if he fails to show a want of jurisdiction in the surro- gate, to make the cirder, the law presumes that it was properly made. Wood v. Mb Ghesney, 40 Barb., 417.] The executors or administrators shall, immedi- ately, within twenty days after receiving such moneys or securities, pay to the surrogate any moneys received on such sale, and any securities taken by them shall be delivered in like manner to him, to be collected and applied; and the surrogate may compel such payment and delivery in the same manner, by attachment or suit on the bond filed, as if such real estate had been originally personal estate in the hands of such executors or adminis- trators. § 1. (S. L. 1850, ch. 162 ; 3 R. S., 5th ed., 193.) " Whenever an order has been or shall be mad^p by OF REAL ESTATE FOR PAYMENT OF DEBTS. 145 a surrogate for the mortgage^ lease or sale of the real estate of any deceased person, and the executor or administrator, or other persons named therein shall die or be removed, or shall be otherwise dis- qualified from executing the same while the same order remains unexecuted in whole or in part, the proceedings in relation thereto shall be in no wise affected by such death, removal or disqualification ; and it shall be lawful for the surrogate of the county, by whom said order was made, to authorize the ad- ministrator, to whom letters of administration shall have been issued, on the goods, chattels and credits unadministered of said deceased, with the will an- nexed,, or otherwise, or a disinterested freeholder, as in the case of an original order, to execute said order in the same manner and with the like effect as if the said order had been executed by the exe- cutor, administrator or other person originally named therein ; provided that the administrator or other person so to be authorized shall, before re- ceiving such authority, give the like security as would be required on the granting for an original order for the mortgage, lease o* sale of any real estate." The compensation of the executor or adminis- trator, or other person appointed to execute the mortgage, lease or conveyance, is two dollars a day for each day actually spent in the business, together with his expenses; and the surrogate, from the 10 146 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. moneys so paid to him, and from the collection of the securities taken, will first pay the charges and expenses of the executor, administrator or such other person appointed. He shall next satisfy any claim of dower which the widow of the testator or intestate may have upon the lands so sold, by the payment of such sum, in gross, as shall be dpemed, upon the principle of law applicable to annuities, a reasonable satisfaction of such claim, if the widow shall consent to accept such sum in lieu of her dower, by an instrument under seal, duly acknow- ledged or proved, and filed with^the surrogate. But if she shall not, after reasonable notice for that purpose, file such consent, then the surrogate shall set apart one-third of the purchase money to satisfy such claim. (See notice to widow and re- lease of dower in the Appendix.) [He shall set apart, one-third of the whole pur- chase money, without first deducting the expense of sale. Highie v. Westlake, 14 N. Y., 281.] And he shall cause the same to be invested in per- manent securities on annual interest in his name of oflSce, which interest shall be paid to such claim- ant during life. At her decease, such sum shall be collected and distributed among the creditors, if necessary to satisfy their claims, or if not so ne- cessary, to the devisees or heirs of the testator or intestate, or other persons claiming under them. (See annuity table and rule. Appendix.) OF REAL ESTATE FOR PAYMENT OP DEBTS. 147 The surrogate will tlien advertise for six weeks in a county paper, the time and place of making distribution of the moneys, and on the day ap- pointed will take proof as to claims not previously proved before him, and any person interested as creditor, heir or devisee, may attend and contest any claim presented on any. legal grounds; and witnesses may be compelled to attend and give evidence. If the executor or administrator, shall have paid debts in the course of administration, beyond the assets which came to his hands, he shall have the right to be reimbursed on the sale of the real es- tate, being considered the equitable assignee of the claims so paid by him. {Livingston v. NewhirTc, 3 Johns. Ch., 318 ; and by S. L., 1863, chap. 400) the surrogate shall pay any sum which may have been found due to the executors or administrators, upon the settlement of their accounts, after apply- ing thereon the proceeds of the personal estate of the testator or intestate from the residue, after paying dower. , If, after paying the expenses of the sale, and satisfying the widow's claim of dower, there shall not be sufficient to pay all the debts of the testator or intestate, then the balance of the proceeds shall be divided by the surrogate among the creditors pro rata ; and he shall pay debts not yet due, as other debts, deducting a rebate of legal interest 148 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. upon such debts, for the time of the credit unex- pired. Any moneys which shall become due upon the securities which shall have been taken on the sale, shall be collected by the surrogate, and shall be distributed by him among creditors in the same manner as directed above. And if, after paying all debts and expenses, there be any surplus, the surrogate will pay and distribute it among the heirs or devisees, or, in other words, among those who have been entitled to the lands, if they had not been sold for the payment of debts. § 1. (S. L., 1850, ch. 150 ; 3 E. S., 5th ed., 195.) " Whenever any portion of the surplus moneys brought into the surrogate's office, as the proceeds of the sale of real estate, shall belong to a minor, or belong to any person who has a temporary in- terest in the said moneys, and the reversionary interest belongs to another person, the surrogate's court shall make such order for the investment thereof, and for the payment of the interest and of the principal thereof as the Supreme Court is authorized or required by law to make in anala gous cases. § 2. " The investments that shall be made by virtue of this act, shall be secured by mortgage upon unincumbered real estate within this state, which shall be worth at least double the amount of such investment, exclusive of buildings thereon, OP REAL ESTATE FOB PAYMENT OF DEBTS. 149 in the name of office of the surrogate, and he shall keep the securities as he now is required by law to keep other securities belonging to his office, and the interest and principal shall be distributed by and under the direction of the surrogate, in con- formity to the order under which the investment shall be made, and to the person or persons en- titled thereto." Surplus Moneys an Mortgage, or Judgment Sale in certam Oases, to he paid to the Surrogate. (Chap. 658, Laws of 1867). Whenever there shall remain any surplus moneys, arising from the sale of any lands or real estate, of which any de- ceased person died seized, by virtue of any mort- gage or other lien, given by, or obtained against such person during his life, the person or corpora- tion holding such surplus, shall pay it to the sur- rogate of the county havingjurisdictionof the estate of such deceased person, within thirty days after the sale, and the surrogate's receipt shall discharge the party receiving the surplus. • The surrogate, on application of a creditor, or the personal representatives of the deceased, shall pay out the money in the same manner, and by the same proceedings, as if the moneys arose from the sale of the real estate of the deceased for the payment of debts, under the order of the surrogate. 150 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. CHAPTEE XVI. A Creditor mat Compel the Executor or Admin- istrator TO MbRTGAGE, LeASE OR SeLL THE EeAL Estate op the Deceased to Pay Debts. If, after an executor or administrator shall have rendered an account, either voluntarily, on his final settlement, or upon the order of the surrogate on the application of a creditor, it shall appear that there are not sufficient assets to pay the debts of the deceased, any creditor whose debt is not secured by a judgment, mortgage or other express charge on the real estate, may apply to the surrogate for an order, that the executor or administrator show cause why he should not be required to mortgage, lease or seU the real estate of the deceased for the payment of his debts. [But the rendering of an account by one of seve- ral executors or administrators, is not enough to authorize an application to the surrogate, by a judg- ment creditor for an order to sell the real estate of a deceased person. They are all bound to account, and it is the duty of the creditor to compel them to do so, before he has any right to call upon the heir-at-law or devisee to pay a judgment against OF MORTGAGE, ETG., TO PAY DEBTS. 151 the executor or administrator. Sanford v. Granger, 12 Barb., 392. The same rule would apply to any debt, sought to be recovered in this way. The surrogate may make the order of sale upon the petition of the creditor, although all the ad- ministrators have not united in making or return- ing an inventory. Wood v. McGhesney, 40 Barb., 414.] . This application may be made, notwithstanding the lapse of three years from the granting of letters, and it may be made by one who has obtained judg- ment against an executor or administrator for a debt against the deceased, and such judgment, after a trial at law upon the merits, is prima facie evidence of such debt before the surrogate. (S. L., 1837, ch. 460, § 72, amended 1843 and 1847; 3 E. S., 5th ed., 196, (See petitions orders etc., in Appendix.) Such order shall be served personally on the exe- cutor or administrator to whom it shall be directed at least fourteen days before the ^day therein ap- pointed for showing cause ; and on that day the executor or administrator may contest the right of the applicant, and may show in bar, any legal de- fence to his claim. t But if no cause be shown to the contrary, the surrogate will make a general order that all persons interested show cause, as before directed, on appli- 162 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. cation of the executor or administratorj which shall be served on persons occupying the premises in question, and all persons interested as widow, heirs or devisees ; and he will cause special guardians, to be appointed in the same manner for minors interested. On the return day of such general order, if the surrogate be satisfied of the matters specified in the 17th section, quoted above, in re- gard to the application by an executor or adminis- trator, he will order such executor or administrator to mortgage, lease or sell so much of the real es- tate as shall be necessary to pay the debts esta- blished before him. Upon such order being granted and served on the executor or administrator, he shall mortgage, lease or sell as directed therein, in the same man- ner as if such order had been granted on his own application ; the like bond shall be executed ; the like notice shall be given, and the same proceed- ings had, in all respects, as before directed on the application of an executor or administrator, and the proceeds shall be returned to the surrogate in like cases, and distributions shall be made in the same manner. If the executor or administrator neglect or refuse to serve and publish the notice required, or to do any other act necessary to authorize or carry into effect an order for the mortgaging, leasing or sale OF MORTGAGE, ETC., TO PAY DEBTS. 153 of the real property of the deceased, the surrogate may appoint a disinterested freeholder, who shall proceed in the same manner as directed in respect to such executor or administrator. (See forms, Appendix.) No suit shall be brought against the heirs, or devisees of any real estate, in order to charge them with the debts of the testator or intestate, within three years from the time of granting letters testa- mentary, or of administration upon the estate of the testator or intestate. And if after the expira- tion of that time, a suit shall be brought, it will be stayed on proof that an application to mortgage, ' lease or sell such real estate had been made before the expiration of the three years ; or the plaintiflf, after notice that such application has been made may discontinue, his suit, and will be entitled to distribution, as other creditors, on establishing his claim before the surrogate. The interest of the deceased in a contract for the purchase of lands, whether he was original purchaser, or held the contract by assignment, may be sold on the application of the executor or ad- ministrator, or a creditor, in the same cases, and in the same manner as if he had died seized of such lands, and the same proceedings may be had for that, purpose as are directed above in respect to lands. (2 R. S., Ill, amended 1847; 3 R. S., 5th ed., 199.) 154 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Such sales shall be made subject to all payments thereafter to become due, and may be made sub- ject to all payments due and unpaid, or to become due. In either case, the sale will not be confirmed by the surrogate, until the purchaser shall execute a bond, with sureties to be approved by such sur- rogate, in a penalty double the whole amount of such payments yet to be paid on such contract, conditioned that such purchaser will make all pay- ments unpaid for such land, and will, fully and amply indemnify the executors or administrators of the deceased, and the heirs or devisees entitled, against all demands, costs, charges and expenses, by reason of any covenant or agreement contained in such contract, or by reason of any covenant, agreement or liability of the deceased, on account of the purchase of such lands, and against all other covenants and agreements of the deceased to the vendor, of such land in relation thereto. But if there be no payments unpaid, or thereafter to be- come due on account of such contract, nO bond shall be required of the purchaser. When the bond shall have been executed, or if it shall not.be necessary as above, the surrogate will direct an assignment, by the executor or ad- ministrator, of the contract,to the purchaser, who shall thereupon have all the rights which the de- OF MORTGAGE, ETC., TO PAY DEBTS. 155 ceased would have had, if living, in relation to the contract and the lands contracted for.. If a part of the lands so contracted for, may be sold advantageously, and so that the proceeds of such part will satisfy and discharge all the pay- ments to be made for such land, according to the contract, the surrogate may order such part only to be soldi and in that case the purchaser shall not be required to execute any bond. The moneys arising from such sale shall be paid to the surrogate, and shall be disposed of in the same manner as directed in regard to proceeds of lands sold ; but the claim of dower shall only ex- tend to the annual interest, during the life of the widow, upon one-third of the surplus of the moneys arising from such sale, which shall remain after paying all sums of money due from the deceased, at the time of such sale, for the land so contracted for and sold. § 73. (2 R. S., 112 ; 3 R. S., 5th ed., 200.) " The surrogate shall apply the residue of the moneys arising from such sale, in the first instance, to the payment of all sums of money then due from the deceased to the vendor of the lands so contracted, on account of such contract (when the lands are sold subject only to payments thereafter to become due), and shall then proceed to distribute the bal- 156 EXECUTOE'S AND ADMINISTRATOR'S GUIDE. ance among the creditors of the deceased in the manner hereinbefore provided ; and if there be any surplus after payment of debts and expenses, the same shall be distributed among the persons who would have been entitled to the interest of the de- ceased in the lands sold if such sale had not been made, or the person claiming under them, in pro- portion to their respective rights in the premises sold. § 74. " Where a portion only of the land so con- tracted is sold, the executor or administrator shall execute a conveyance therefor to the purchaser, which shall transfer to him all the right of the de- ceased to the portion so sold, and all the right which shall be acquired by the executor or admin- istrator, or by the person entitled to the interest of the deceased in the land sold at the time of the sale, on the perfecting of the title to such land pur- suant to the contract. § 75. " Upon payment being made in full on a contract for the purchase of land, a portion of which shall have been sold according to the preceding provisions, the executors or administrators of the deceased shall have the same right to enforce the performance of the contract which the deceased would have had, if he had lived ; and any dedd that shall be executed to them, shall be in trust. OF 1M0ETGAGE, ETC., TO PAY DEBTS. 157 and for the benefit of the persons entitled to the interest of the deceased, subject to the dower of the widow, if there be any, except for such part of the land so conveyed as shall have been sold to a purchaser according to the preceding provisions ; and as to such part, the said deed shall enure to the benefit of the purchaser." 158 EXBCUTOE'S AND ADMINISTRATOR'S GUIDE. CHAPTER XVII. Guardians and Wards. Guardians are appointed to care for the persons and estates of minors, that is, persons under the age of twenty-one years, the minority of both males and females alike ceasing at that age. They stand in place of the father, and are amply empowered by the statute, and protected in the honest exercise of their duties. They may be appointed by the father, by the Su- preme Court, or by the surrogate. §1. (Page 150; 3 R. S., 5th ed., 243.) "Every father (whether of full age or a minor) of a child likely to be born, or of any living child under the age of twenty-one years and unmarried, may by his deed or last will duly executed (with the consent of the niother of such child, if living, signified in writ- ing, S. L., 1862, ch. 172, § 6), dispose of the custody and tuition of such child during its minority, or for any less time, to any person or persons in posses- sion or remainder." Under the statute of 1862, above referred to, the question must necessarily arise, as to the time when the consent in writing of the mother shall be given. GUAEDIANS AND WARDS. 159 When the guardianship is created by the deed of the father, such consent should, undoubtedly, be endorsed upon that instrument. Where, however, the guardian is appointed by will, a question arises as to whether the consent should be made simulta- neously with the execution of the will, or upon pre- senting the same for proof. The first course presents difficulties not easily obviated, for the father may make his will far from home, or the. father and mother may be separated. It is therefore suggested that the proper course would be for the mother, if she assents to the testamentary disposition of her children, to file suclji consent with the surrogate proving the will, and when she is the petitioner for such proof, it may be incorporated in the petition for the proof thereof. The whole case is full of difficulties, and the section referred to will require judicial interpie- tation. The course suggested above -will, it is thought, be safe. § 2. " Every such disposition, from the time it shall take effect, shall vest in the person or per- sons to whom it shall be made, all the rights and powers and subject him or them to all the duties and obligations of a guardian of such minor, and shall be valid and effectual against every other person claiming the custody or tuition of such minor, as guardian in socage or otherwise. 160 EXECUTOR'S AND ADMINISTRATQE'S GUIDE. § 3. " 118. Any person to whom the custody of any minor is so disposed of, may take the custody and tuition of such minor, and may maintain all proper actions for the wrongful taking or detention of the minor, and shall recover damages iu such actions, for the benefit of his ward. " He shall also take the custody and manage- ment of the personal estate of such minor, and the profits of his real estate during the time for which such disposition shall have been made, and may bring such actions in relation thereto, as a guar- dian in socage might by law." The guardians so appointed, are liable to be re- moved for incompetency, irresponsibility, improvi- dence or other good cause, by the Supreme Court, which can also compel them to account from time to time, and when' advisable, order them to give security. It is optional, however, with, the persons appointed by will, or the deed of the father, whether they will accept the trust; but once having ac- cepted it, they must continue until discharged by the Supreme Court, or the lapse of time. Accept- ance may be inferred from the acts of the guardian, as transacting some business relating to the person or estate of the ward, or assuming some control or direction of the ward or his estate. The Supreme Court will, upon petition, appoint a guardian for a minor, and control him in the GUARDIANS AND WARDS. 161 exercise of his duties; will compel him to make suitable provision for his ward, to account when necessary, and remove him for cause, as in case of a testamentary guardian ; will audit his final ac- count, and discharge him from his trust. [The guardian appointed by the Supreme Court, continues until the majority of the infant, and is not controlled by the election of the infant, when he arrives at the age of fourteen years. Matter of William Nicoll, 1 Johns. Ch. Rep., 25.] The Supreme Court can appoint,, in a proper case, a guardian for a minor whose father is living ; the surrogate has no power in such a case. We will consider the proceedings in relation ^to the appointment by the surrogate. § 4. (Page 150 ; 3 E. S., 5th ed., 243.) " If no guardian for any such minor shall have been appointed by the father, by a deed or will (with the consent of the mother of such child, if Hving), every such minor, of the age of fourteen years, may apply by petition to the surrogate of the county where the residence of s'uch minor may be, for the appointment of such guardian as the minor may nominate, subject to the approbation , of the surrogate." [The residence of a minor, is determined by the residence of the parent ; if but one survive, then of 11 162 EXECUTOR'S AND ADMINISTBATOE'S GUIDE. that parent. Brown v. Lynch, 2 Brad., 214. Mat- ter of Hughes infant, 1 Tucker, 38.] The petition should state the age and residence of the minor, and the name and residence of the person nominated as guardian, and should be signed by the minor. There should also be appended a consent of the person nominated to serve if appointed, and an affidavit of some person acquainted with the facts, that the petition is true, stating the amount of the personal property of the minor, and the annual value of the rents and profits of his real estate. (See form, Appendix.) § 5. " If such minor be under the age of fourteen years, any relative, or other person in his behalf, may apply to the surrogate of the county where such minor shall reside, for the appointment of a guardian of the minor, until he shall arrive at the age of fourteen years, and until another guardian shall be appointed. Upon the making of any such application, the surrogate shall assign a day for the hearing thereof, and shall direct such notice of the hearing to be given to the relatives of the minor, residing in the county, as he shall, on due inquiry, think reasonable." (See notice in Appendix.) The notice so given, shall be served on such relatives only as the surrogate shall direct, and if the surrogate is satisfied on the application, he will GUARDIANS AND WARDS. 163 assign the hearing for the same day, and proceed with the appointment. {Wilcox v. Wilcox, 22 Barb., 178;) The petition, in this case, should state the name, age and residence of the minor ; the relationship, if any, of the petitioner ; the amount of his per- sonal property, and the annual value of the rents and profits of his real estate ; and also the name, relationship and residence of the person proposed as guardian. It should be verified by the afl&davit of the petitioner, and where a person other than the petitioner is proposed, it should have a consent to be appointed, appended. (See form, Appendix.) § 7. (Page 151. 3 R. S., 5th ed., 244.) "The surrogate to whom the application may be made, under either of the preceding sections (§§4 ancj 5), shall have the same power to allow and appoint guardians as is possessed by the Supreme Court, and in all cases he shall inquire into the circumstances of the minor, and ascertain the amount of his per- sonal property and the value of the rents and pro- fits of his real estate ; and for that purpose (where the petition is not satisfactory as to these points), may compel any person to appear before him and testify in relation thereto. § 8. " Before appointing any person guardian of a minor, the surrogate shall require of such person a bond to the minor, with sufficient security, to be 164 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. approved by him, in a penalty double the amount of the personal estate, and of the value of the rents and profits of the real estate, conditioned that such person will faithfully, in all things, discharge the duty of a guardian to such minor, according to law, and that he will render a true and just account of all money and property received by him, and of the application thereof, and of his guardianship, in all respects, to any court having cognizance thereof, when thereunto required. (See form. Appendix.) § 9. " The bond so taken, shall be retained by the surrogate among the papers of his office, and in case of any breach of the condition thereof, may be prosecuted in the name of the ward, although- he may not have arrived at full age, by his next friend or guardian, whenever the surrogate shall direct. § 10. " Every guardian so appointed by a surro- gate, shall have the same power as a testamentary guardian, and every person so appointed guardian of a minor, under the age of fourteen years, shall continue guardian of such minor, and shall be responsible as such, notwithstanding the said minor may arrive at the age of fourteen years, until another guardian be appointed, or such first guard- ian be discharged according to law." But any minor who may have had a guardian GUARDIANS AND WARDS. 165 appointed by the surrogate before he arrived at the age of fourteen years, may, on arriving at that age, petition the surrogate for the allowance of another guardian, and on proof of the facts, the surrogate will make a new appointment accordingly. We may here remark that, although guardians in socage and other guardians, are • mentioned in the statutes and in the books upon the subject, there are virtually but two guardians, viz ; guardians ap- pointed by the will or deed of the father, and guardians appointed by the Supreme Court or the surrogate, and the powers and duties of each of them are the same. The guardian is entitled to the custody and con- trol of the person of his ward, to the same extent as a father, under the supervision of the court, and his duty is to attend to the proper care, nurture and education of his ward, in a manner suitable to his condition in life. He shall not permit him to re- main in idleness, if able to earn his support by his own industry, if he do so permit him, he will not be allowed for his support in such idleness, but he will be allowed the expenditures necessary to edu- cate him for future usefulness, and his support while so educating him. \_GlaTkY. (7Zar^, 8 Paige, 152. Though a father is liable for necessaries furnished to his child, with- out his consent, because he is bound to support 166 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. him and is entitled to his services, yet a guardian is not so liable. . Gole v. Ward, 4 Watts & Serg., 118.] In case the guardian abuse the' power he has over the person of the ward, the court will interfere and remove him, if necessary. In relation to the personal estate, the power of the guardian, and consequently his duty, extends only to the collection and investment of it in good, permanent securities, and the receipt and expendi- ture of the income for the necessary care, nurture, education and clothihg of his ward ; and for the purpose of such collection, he may sell such per- sonal property as he may think perishable, and for the interest of the minor. {Field v. Shieffelm, 7 Johns. Ch., 150.) This power and duty in regard to the real estate, is to lease it and receive the rents and profits thereof, and after paying the taxes aiid for the ne- cessary repairs, to expend the surplus for his ward as above, when necessary, or invest it and suffer it to accumulate for his benefit. ( Oenet v. Tallmadge, 1 Johns. Ch., 561.) It is his duty to lease it, if possible, and if he willfully neglect to do so, or occupy it himself, he will be accountable for the fair value of the rents and profits. He can lease only for a period end- ing with the minority of his ward. {Field v. Schiffelin, 7 Johns., 154.) GUARDIANS AND WARDS. 167 He has no power to mortgage or sell the real estate, but may make, as guardian, an application to the Supreme Court (the infant if over fourteen years of age joining therein) that a special guard- ian be appointed to sell the real estate at any time it may become necessary for the support, etc., of his ward, or advisable for the reason that the same is unproductive in proportion to its value, or that it is depreciating in value ; and the court, if satisfied of the propriety or necessity of the sale, will allow it, and direct the least price at which it may be sold. And whenever it shall appear to the Supreme Court, by due proof, or on the report of a referee appointed for the purpose, that any infant holds real estate in joint tenancy, or in common, or in any other manner which would authorize his being made a party to a suit in partition, and that the interest of such infant requires that partition of such estate should be made, such court may direct and authorize the general guardian of such infant to agree to a division thereof, or to a sale thereof, or of such a part of the said estate, as in the opin- ion of the court shall be incapable of division, or as shall be most for the interest of the infant, to be sold. It is a sufficient ground for this last proceeding, that the real estate is held jointly or in common 16^ EXECUTOR'S AND ADMINISTRATOR'S GUIDE. with adults, and that the value of the estate is small in comparison with the expense of a partition suit, to which it must otherwise be subjected. But now, by Session Laws 1860, chap. 20, § 11, the survivor of a husband or wife dying intestate, after April 9, 1860, and before July 1, 1862, is entitled to the whole of the rents and profits of the real estate of the deceased, during the minority of the youngest child, and consequently there can be no partition or sale in such a case without the con- sent of such survivor, until the majority of such youngest child. But by S. L., 1862, ch. 172, the above provision as to survivorship is repealed, to take effect July 1, 1862. § 20. (2 R. S., 152 ; 3 R. S., 5th ed., 245.) "Every guardian in socage, and every general guardian, whether testamentary or appointed, shall safely keep the things that he may have in his custody, belonging to his ward and the inheritance (the real estate) of his ward, and shall not'make or. suffer any waste, sale or destruction of such things, or such inheritance, butshall keep up and sus- tain the houses, gardens and other appurtenances to the lands of his ward, by and with the issues and profits thereof, or with such other moneys be- longing to his ward as shall be in his hands, and shall deliver the same to his ward, when he comes to his full age, in as good order and condition, at GUARDIANS AND WARDS. 169 least, as such guardian received the same, inevita- ble decay and injury only excepted ; and he shall answer to his ward for the issues and profits of real estate received by him, by a lawful account. § 21. " If any guardian shall make or suffer any waste, sale or destruction of the inheritance of his ward, he shall lose the custody of the same, and of such ward, and shall forfeit to the ward thrice the sum at which the damages shall be taxed by the jury." But the guardian shall not be held to repair from his own moneys, where the income of the estate of his ward is insufficient, although such in- sufficiency is a good ground for an application to the Supreme Court for a sale. The relation of the guardian to his ward is one of confidence, and the guardian can not in any way derive benefit from the funds or property of the ward, beyond his fees. If he compromise a claim against his ward, or purchase a debt against him at a discount, it will be for the benefit of his ward only. (2 Kents. Com., 229.) He cannot substitute himself for his ward in any beneficial transaction, although if he do so put himself in place of his ward, and a loss accrue, he himself will have to bear it. If he purchase land in a sale where his ward is interested, and take the conveyance to himself, his 170 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. ward, on coming of age, may, if he so elect, claim the benefit of the purchase. If he settle a debt due to his ward and a promissory note, running to himself, he will be held accountable for it, whether it be collected or not ; otherwise, if he take the note to himself as guardian. If the guardian use the moneys of his ward in trade, the ward may elect, on coming of age, to take either the profits of the trade, or his money with compound interest, to meet the profits. If he neglect to invest the money of his ward after a reasonable time (and he is usually allowed six months), he must pay interest, and in case of gross iieglect he will be charged compound interest. [The proper rate of interest is six _per cent with annual rents, adding to the principal at each rent. King v. Talbot, 40, N. Y., 76 ; see also 2 "Wend., 77 ; 8 Barb., 48.J He may not employ an agent or attorney, at the expense ,of his ward, to do those acts which he ought to do himself, such as the collection of rents, &c. ; his commissions are for such services. If he have his ward in his own family, he will be allowed a reasonable sum for his board, if the ward does not earn enough to remunerate him. (Bait v. Bait, 1 Brad., 345.) A guardian may not expend the capital of his ward, but only the income, except under the direc- • GUARDIANS AND WARDS. 171 tion of the Supreme Court, which will, upon the petition of the guardian, if considered necessary and advisable for the interest of the minor, autho- rize the guardian to expend so much as may be di- rected, in support and educationj especially educa- tion, wisely considering this in the highest degree important. A guardian, however, acting within the scope of his powers, like an executor or administrator, is bound only to fidelity and ordinary diligence and prudence in the execution of his trust, and his acts, in the absence of fraud, will be liberally construed. White V. Parker, 8 Barb., 48.) A guardian appointed in another state, can not receive of an executor or administrator in this state, a legacy or distributive share to his ward ; but, to acquire the right, he must be appointed in this state and give the proper security. And a guard- ian appointed in this state, has no power over the real estate of his ward situated in another state. [Their rights and powers are strictly local, and cannot be exercised in other states. Morrill v. Dickey, 1 Johns. Ch., 156 ; Story Conf. Laws, 414. Nor have they any authority over the real pro- perty of their wards, situate in other countries ; for such property is governed by the law rei sitce. Story Ibid., 414, 417.] # 172 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. "We have already seen, that a legacy to a minor, of fifty dollars or under, may be paid to his father, for the use and benefit of sijch minor ; but when the legacy exceeds that sum, the same may be paid, under the direction of the surrogate, to the general guardian, who must first give security to the minor, to be approved by the surrogate, for ttie faithful application of such legacy ; and this secu- rity is additional to that previously given on the appointment, unless that so previously given, was estimated especially in view of the legacy. When a distributive share is to be paid to a minor, the surrogate may direct that it be paid into court, and invested under his orders ; or he may direct that it be paid to the general guardian. A general guardian has the same powers in rela- tion to the collection of a legacy or distributive share by actions or proceedings before the surrogate, that his ward would have if of full age. GUARDIANS, THEIR ACCOUNTS AND REMOVAL. 173 CHAPTER XVIII. Accounts of Guardians. How Compelled to Ac- count, AND HOW Removed, or Relieved of their Trust. Testamentary guardians, and those appointed by the father by deed, or appointed by the Supreme Court, are liable to account personally to their wards, on their coming of age, or may be compelled to do so by the Supreme Court, which on applica- tion, will appoint a referee to hear and state the account. It will compel the attendance of parties- and witnesses, and, on receiving the report of the referee, will conjfirm or modify it according to the facts. § 57. (S. L., 1837, ch. 46oV 3 R. S., 5th ed., 247.) " Every general guardian appointed by the surrogate, shall, annually, after such appointment, so long as any part of the estate or the income or proceeds thereof remain in his hands or under his control, file in the office of the surrogate appointing him, an inventory and account, under oath, of his guardianship, and of the amount of property re- ceived by him and remaining in his hands, or in- vested by him, and the manner and nature of such investment, and his receipts and expenditures, in 174 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. form of debtor, and creditor." (See form, Appen-. dix.) It is the duty of the surrogate to examine, in the- month of February of each year, all such accounts filed during the preceeding year, and, §60. (S.L.,1837, ch. 460; 3 E. S., 5th ed., 248.) " If, on such examination, the surrogate shall be satisfied in any case, that the interest of the ward requires that a more full and satisfactory account should be given, or that such guardian should be removed, or in case any guardian shall neglect to file such inventory and account for three months after the same should have been filed, such surro- gate shall proceed against such guardiaij, and cite him to show cause why he should not be removed." But such surrogate may discontinue such proceed- ings, on such guardian filing in his office an account and inventory satisfactory to said surrogate, and on payment of all costs which may have accrued in consequence of such neglect. §11. (2 R. S., 152; 3 R. S., 5th ed., 244.). Any guardian appointed by any surrogate, may be cited to account before the surrogate who appointed him in the same manner as administrators, upon the application of any ward, or any relative of such ward, and, on good cause being shown, may be compelled to account in the same mariner as an administrator. And, upon a ward's arriving at GtrARDUNS, THEIR ACCOUNTS AND REMOVAL. 175 full age, he sliall be entitled to compel sucli account without showing any cause. [Seaman v. Duryea, 11 N. Y., 324.) § 12. Every guardian of a ward who shall have arrived at full age, and every guardian who shall be superseded in his trust by another guardian, may apply to the surrogate who appointed him, for a citation to his ward, or to such new guardian, to attend the settlement of his accounts; which, cita- tion shall be issued by such surrogate, and be served in the manner and at the time herein directed (four- teen days, personally) in the case of proceedings for the removal of a guardian. § 13. Appeals from the final order of the surro- gate on the settlement of a guardian's account, may be made to the Supreme Court, in the same manner and time (three months), and with the same effect, as in case of administrators." Instead of procuring a citation in these cases, the parties may voluntarily appear before the sur- rogate, and proceedings will be had the same as on the return of the citation. The guardian shall file his account in full; which should give dates and names of parties to whom payments may have been made, and should charge the guardian with the whole of the personal property received by him, and with all interest received or for which he is liable, for funds unin- 176 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. vested after six months from tlie receipt of such funds. It should also contain the reasonable ex- penses of the guardian, which are regulated by the some rule as the allowance for expenses of execu- tors and administrators and his commissions. [It was held Morgan v. Morgan, 39 Barb., that a guardian performing services outside of his offi- cial duties, for the benefit of his ward, as where he personally made repairs on the real estate, bestow- ing his personal labor, he was entitled, on settle- ment, to a fair allowance for such services. And in the case of an attorney who had per- formed services for his ward, the Court of Chan- cery, Matter of the Bank of Niagara, 6 Paige, 213, decided that he was entitled to the costs of suits prosecuted by him on behalf of the estate.] i The commissions for receiving and paying out moneys, are the same as allowed to executors, to wit : five per cent on all sums up to one thousand dollars ; two and a half per cent on sums above one thousand dollars, up to ten thousand dollars, and one per cent on all sums above ten thousand dollars. And in making his annual account, as well as on settlement, the guardian may charge five per cent or two and a half per cent, as the sums may demand, on his receipts and disbursements for each year. QUAEDUNS, THEIR ACCOUNTS AND REMOVAL. 177 [See Matter of Kellogg, 7 Paige, 265. But an investment, or reinvestment of the fund from time to time, is not such a paying out of the trust fund as entitles the guardian to commissions for paying out the same : nor is he entitled to charge a com- mission for collecting or receiving back of the prin- cipal of the fund which he has so invested. Ibid., 267.] He should also file all vouchers received by him and verify the whole by his oath ; and the account- ing will be conducted, iii all respects, like an ac- counting by executors or administrators, and may be contested in the same manner. The decree when paid, ' may be discharged by the surrogate, on the filing of a release acknowledgeii or proved, in manner provided for proof of deed. (S. L., 1867, chap. 782, § 9.) § 14. (Page 153.) " On the application of any ward, or of any relative in his behalf, or of the surety of a guardian, to the surrogate who ap- pointed any guardian, complaining of .the incom- petency of such guardian, or his wasting the real or personal estate of his ward, or of any miscon- duct in relation to his duties as guardian, or that the guardian has removed, or is about to remove from the state (S. L., 1837, ch.460, §45; 3 K. S.j 5th ed., 246, §23), the surrogate, upon being satis- fied by proof of the probable truth of such com- 12 178 EXECUTOE'S AND ADMINISTRATOR'S GUIDE. plaint, shall issue a citation to such guardian, to appear before him at the day and place therein specified, to show cause why he should not be removed from his guardianship. [The insolvency of the guardian, or one of his sureties, is cause for removal. Matter of Cooper, 2 Paige, 34. Gross intemperance of the guardian, is also good cause. Kettletas v. Gardner, 1 Paige, 488. The guardian was removed for misconduct, in having trusted his ward's money to his brother-in-law, who fooled it away. Matter of Mary ONeil, 1 Tucker, 34. " In case a woman marries, after being appointed * * * guardian, the surrogate, on the application of any party interested, shall have power to revoke the appointment." S. L., 1837, chap. 460, § 34. But this power will be used with care. Matter of Mary Elgin, 1 Tucker, 97. See forms. Ap- pendix.] § 15. Such citation shall be served personally on the guardian to whom it may be directed, at least fourteen days before the return thereof; or if such guardian shall have absconded or concealed him- self, so that such citation can not be personally served, it may be served by leaving a copy thereof at the last place of residence of such guardian (or if the . guardian has removed from the state, the citation may be served by publishing the same in GUARDIANS, THEIR ACCOUNTS AND REMOVAL. 179 the state paper for four weeks.) (S. L., 1837, ch. 460, § 47 ; 3 R. S., 5th ed., 246, § 25.) §•16. The surrogate, at the day appointed for showing cause, and on such other days as he shall appoint, shill proceed to inquire into the alleged complaint, and shall grant suhpenas to compel the attendance of witnesses to any person applying ; and if satisfied of the incompetency or misconduct of such guardian (or that he has removed or is ahout to remove from this state), he may, by an order to be duly entered in his minutes, remove the said guardian from his trust. § 17. Upon such removal being made, the surro- gate may proceed and appoint a new guardian, in the same manner as if no guardian had been ap- pointed. An appeal may be had from any order removing a guardian, or appointing one, or refusing to make a removal, within six months from the making of such order, but no appeal will affect such order until the same be reversed." §46. (S. L., 1837, ch. 460; 3 E. S., 5th ed., 246.) " Whenever it shall be made to appear to any surrogate that the sureties of any guardian are becoming insolvent, that they have removed or are about to remove from the state, or that for any other cause they are insufficient, and he shall be satisfied that the matter requires investigation, 180 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. he shall issue a citation to such guardian, requir- ing him to appear before such surrogate at the time and place therein to be specified, to show cause why he should not give further sureties, or be re- moved from' his guardianship ; which citation shall be served in the same manner as the citation men- . tioned in the last preceding section (personally fourteen days, or by leaving at his place of resi- dence) is required by that 'section to be served. § 47. " On the return of the citation, or at such other time as the surrogate shall appoint, he shall proceed to hear the proofs and allegations, and if it shall satisfactorily appear that the sureties are for any cause insufficient, the surrogate may make an order requiring such guardian to give further sureties, in the usual form, within a reasonable time, to be prescribed by the surrogate. § 48. "If such guardian neglect to give further sureties to the satisfaction of the surrogate within the time prescribed, the surrogate may, by an order to be duly entered in his minutes, remove such guardian from his trust." Any person interested may appeal from any order in these proceedings, within six months from the making of the order, and the guardian so removed may be required to account immediately, on the application of the new guardian, the ward, or any relative of the ward. GUARDIAN MAY RESIGN. 181 CHAPTER XVIII. A Guardian mat for good Cause shown, be per- mitted BY THE Surrogate to Resign his Trust. He may show for such cause, his physical disa- bility, arising from age or illness, his removal, ac- tual or contemplated, to a distance from where the property of his ward, is situated; the marriage of his ward, if a female, or any other cause which would render it for the interest of the infant that he should resign ; and on presenting the petition to the surrogate, setting forth the reasons why the application is made, verifying the same by his own oath or otherwise. (See forms of Appendix.) §52. (S. L., 1837, chap. 460; 3 R. S., 5th ed., 247.) " Such surrogate, in his discretion, may thereupon issue a citation to the ward, requiring him to appear at a time and place to be therein men- tioned, and show cause why the guardian should not be be at liberty to resign his trust. The citation shall be served by delivering a copy to the ward, at least ten days before the return day thereof. Notice of the proceedings shall also be given to the next of kin of the ward, if there be any of the age of discretion, in the county of the surrogate. 182 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. § 53. "On the return of the citation, and proof of the service of the notice, the surrogate shall ap- point some discreet and competent person to appear and attend to the interests of the ward in the pre- mises, who shall consent in writing to such appointment. Any other person, who shall be de- sirous to do so, may also appear on behalf of the ward. § 54. " The guardian shall then proceed to render to the surrogate a full, just and true account in writing of all his receipts and payments on account of the ward, and of all books, papers, moneys, choses in action and other property of the ward, which may be in the hands or under the control of the guardian, and shall verify the same by his own oath and such other evidence as shall be'^ satisfac- tory to the surrogate. § 55. " If the surrogate shall be satisfied that the guardian has, in all respects, conducted himself honestly in the execution of his trust ; that he has rendered a just, true and full account, and that the interest of the ward would not be prejudiced by allowing the guardian to resign his trust, he may thereupon proceed, in the mode prescribed by law, to appoint a new guardian for such ward, and order that the former guardian deliver over all the books, papers, moneys, choses in action, or other property of the ward, to such new guardian, and take dupUcate receipts for the same. GUARDIAN MAY RESIGN. 183 § 56. "On delivering one of the said receipts to the surrogate, to be filed in his office, the surrogate may enter an order that the former guardian, on his own application, has been permitted to resign his trust, and that he is thereupon discharged from any further custody or care of the ward or of his estate. But nothing therein contained shall pre- clude the ward or his new guardian from haying a further account from such former guardian, in relation to all matters connected with his trust, before he was permitted to resign the same ; and in relation to all such matters, the sureties of the former guardian shall remain liable in the same manner and to the same extent as though such order had not been made." 184 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. CHAPTER XIX. Dower of Widow, and how Admeasured. Dower is the estate which the widow of a de- ceased person takes in the lands of her husband, being a life estate in one-third of the lands whereof he was seized of an estate of inheritance at any- time during the marriage. (1 R. S., 740; 3 R. S., 5th ed., 31.) [Dower is spoken of by the ancient authorities thus : There be three things favored of law ; life, liberty, and dower, Co. Litt., 124, 6. That dower is a legal, an equitable and moral right, favored in a high degree by law, and next to life and liberty, held sacred. Kennedy v. Nedrmjo, I.Dal., 417.] And the widow of an alien entitled to hold real estate, if she be an inhabitant of this state at the time of his death, is entitled to dower in the same naanner as if such alien had been a native citizen (§ 9). Also any woman, being an alien, who has heretofore married, or who may hereafter marry a citizen of the United States, shall be entitled to dower, within this state, to the same extent as if a citizen of the United States. (S. L., 1845, ch. 115.) DOWER OP WIDOW. 185 The general rule given by the statute above quoted, is, however, subject to some restrictions. Thus, if a husband exchanges lands, the wife not uniting in the conveyance completing the exchange, she shall not be entitled to dower in both, but shall make her election ; and if she shall not commence proceedings to recover her dower in the lands given in exchange, within one year after the death of her husband, she shall be deemed to have elected to take her dower in the lands received in exchange. (1 R. S., 740 ; 3 R. S., 5th ed., 31 ; 7 Barb., 633 ; 42 Barb., 537.) And where a person mortgages his lands before his marriage, his widow shall not be entitled to dower, as against the mortgagee or those claiming under him, but shall be entitled to dower as against every other person. When a husband alone executes a mortgage for purchase money, his widow will not be entitled to dower, as against the mortgagee or those claiming under him, but shall be entitled, as against all other persons ; and if the lands so mortgaged be sold under such mortgage, the widow will be en- titled to dower in any surplus remaining after pay- ment of the mortgage, and the costs and expenses of sale, and shall be entitled to the interest or in- come of one-third of such surplus, during her life. In case of divorce dissolving the marriage con-, tract, for adultery of the wife, she shall not be endowed. (1 R. S., 741.) 186 EXECUTOE'S AND ADMINISTRATOR'S GUIDE. A wife may cut off her inchoate dower, by unit- ing in the conveyance of land with her husband during the marriage, or, before her marriage, by consenting to receive a settlement, either in lands or money, as a jointure or provision in lieu of a dower. If such settlement be made without her assent, or a testamentary provision be made to her, in lieu of dower, she shall have one year after the death of her husband to elect whether, she will take the settlement, or the provision of the will, or her dower in the lands ; and if she do not com- mence proceedings for the recovery of her dower in the lands within one year, she will be deemed to have accepted the settlement, or the testament- ary provision in lieu thereof. (Id.) [A petition filed by a widow, for admeasurement of dower, is not the commencement of proceedings for the recovery of dower, as contemplated by the statute, and is not evidence of the election of a widow to take dower instead of a testamentary provision. Nor is a letter to the executors, that she rejected the provisions of the will, and that she did thereby " elect to claim dower," such an elec- tion. John Walkyds estate, 1 Tucker, 10, 12.] Where a widow is entitled to dower in her hus- band's lands, and is not bound to elect whether to take a settlement or tetamentary provisions in Heu thereof, within one year after her husband's death. DO WEE OF WIDOW. 187 she may demand lier dower at any time within twenty years after such death ; but, if at the time of such death, she be under the age of twenty-one years, or insane, or imprisoned on a criminal charge or conviction, the time during which such disability continues shall not form any part of the said term of twenty years. And in case of recovery of her dower, shall be entitled to receive damages for withholding it, to the extent of one-third part of the annual value of the mesne profits of the land, for not exceeding six years. (1 E. S., 742 ; 3 R. 3., 5th ed.^ 33.) A widow may bequeath the crop in the ground of the landholden by her in dower (§25, 743), and in default of any testaimentary disposition, it would go to her administrator. The dower interest of a widow may be ascer- tained and admeasured, either by an action in the Supreme Court, or by special proceedipgs upon the petition of the widow, or heirs or persons claiming under them, to the Supreme Court j or to the County Court of the county where the lands are situated, or to the surrogate of the same county. When the lands are situated in the city of New York, the proceedings may be had in the Court of Common Pleas of that city,- and in the city of Buffalo, in the Superior Court, when the premises are situated in that city. 188 EXBCUTOE'S AND ADMINISTRATOR'S GUJDE. The Surrogate's Court is to be preferred, where- all the lands in which dower is demanded, lie in one county, from the fact the court is always open and notice may be given for any day. Where, however, the lands lie in different counties, and dower is demanded in all, the proceedings must be had in the Supreme Court. The statutory provisions are as follows : 1. (§ 2 R. S.,488; 3 R. S., 5th ed., 791.) "Any widow who shall not have her dower assigned to her within forty days after the decease of her hus- band, may apply for admeasurement of her dower (to the courts specified above), specifying therein the lands to which she claims dower." [She may apply by petition, notwithstanding a partition suit has been commenced of the pre- mises, to which suit she is a party. Her title, after admeasurement, is superior to that of the heirs of her deceased husband ; and if she can secure ad- measurement before decree of sale, she is entitled to the fruits of her diligence. In re Achsah Sipperly, 44, Barb., 370.] § 2. " A copy of such petition, with notice of the time and place when it will be presented, shall be served at least twenty days previous to its presenta- tion, upon the heirs of her husband; or, if they are not the owners of the lands subject to dower, then upon the owners of such lands claiming a free- DOWER OF WIDOW. 189 hold estate therein, or their guardians, where such heirs or owners are minors.- (See form, petition, and notice, Appendix.) § 3. " Such notice may be served personally, on any party of full age ; or upon the guardians of ■ minors ; or by leaving the same with any person of proper age, at the last residence of such party or guardian, in case of his temporary absence; and if any such heir or owner be a resident out of this state, the service of such notice may be upon the tenant in actual occupation of the lands, or if there be no tenant, by publishing the same, for three weeks successively, in some newspaper printed in the county where such lands are situated. § 4. " Where such heirs or owners are minors and have no general guardians (within this state), the court or surrogate, on application of the widow, shall appoint some discreet and substantial free- holder a guardian of such infants, for the sole pur- pose of appearing for and taking care of the inter- ests of such infants in the proceedings, and the notice of application, and all notices in the sub- sequent proceedings shall be served on the guard- ian so appointed, whether the infant reside in the state or not." After the expiration of forty days from the death of any husband, the heirs or owners, or the guard- ian of any infant heir or owner, of real estate, may 190 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. by a notice in writing, require tlie widow having a claim of dower in euch real estate, to make de- mand of her dower, within ninety days after ser- vice of such notice ; and if she shall not make her demand for her dower withjn the time specified in such -notice, by commencing an action, or by an application for admeasurement ; or, if such widow shall not make such demand within one year after her husband's death, although no notice to that effect shall have been given ; the heirs of the hus- band of such widow, or any of them, or the owners of any lands subject to dower, claiming a freehold interest therein, or the guardian of such heir or owner, may apply, by petition, to the same courts to which the widow might apply, for the admeasure- ment of the said widow's dower of the lands of her husband, or of such part thereof as shall be speci- fied in4he said petition. A copy of the petition, with a notice of the time and place of presenting the same, shall be served personally on such widow, twenty days previous to its presentation. (2 R. S., 488 ; 3 R. S., 5th ed., 791.) § 9. (Id.) - "Upon application being made, either by a widow or by any heir or owner, or by the guardians of such heir or owner, the court to whom the same shall be made may, upon hearing of the parties, order that admeasurement be made of such DOWER OP WIDOW. 191 widow's dower, of all the lands of her husband, or of such part thereof as shall have been specified in the application." The proofs on this hearing are, the seizing or ownership of the husband, in the lands specified ; which, when no opposition is made. Is evidenced by possession with claims of title, and the marriage of the deceased with the widow. [Long continued cohabitation, until the -death of the alleged husband, the woman being received- and treated as his wife, is prima facie evidence that a marriage had taken place. Young v. Foster, U N. Y., 114.] Where, however, the application is contested, it will be necessary to prove in fuU the title of the husband. § 10. " Such court or surrogate shall thereupon appoint three reputable and disinterested freehold- ers, commissioners for the purpose of making such admeasurement, by an order which shall specify the lands of which dower is to be admeasured, and the time at which the commissioners shall report." And the commissioners, before entering upon their duties, shall subscribe an oath (or affirmation) that they will faithfully, honestly and impartially dis- charge the trust reposed in them by such appoint- ment. If any or either of the persons so appointed shall die, resign or refuse to serve, others may be ap- 192 EXECUTOR'S AND ADMINISTEATOK'S GUIDE. pointed in their places by the court or surrogate, and they shall take the same oath. § 13. " The commissioners so appointed shall exe- cute their duties as follows : 1. " They shall, if it be practicable, and in their judgment for the best interests of all the parties concerned, admeasure and lay off, as speedily as possible, the one third part of the lands embraced in the order for their appointment, as the dower of such widow, designating such part with posts, stones, or other permanent, monuments. (As amended, 1869, p. 960.) 2. " In making such admeasurement, they shall take into view any permanent improvements made upon the lands embraced in the said order by any heir, guardian of minors or other owners, since the death of the husband of such widow, or since the alienation thereof by such husband, and if practi- cable, shall award such improvements within that part of the lands not alloted to such widows, and if not practicable so to award the same, they shall make a deduction from the lands allotted to such widow, proportionate to the benefit she will derive from such part of the said improvements as shall be included in the portion assigned to her. • 3. " They shall make a full and ample report of their proceedings, with the quantity, courses and distances of the land admeasu as executor, and he is advised and believes that there are just and substantial objections to the granting of such letters to said C D. AB. Sworn before me, etc. No. 17. OBJECTIONS TO THE ISSUE OE LETTEES. Surrogate's court, Rensselaer county : In the matter of tte goods and chattels of Henry Williams, deceased. To the Surrogate of the county of Eensselaer : The undersigned, a legatee (or creditor), of the above named deceased, objects to the granting of letters tes- tamentary to C D, executor named in said will, for the following reasons : First, That the said C D is incompetent to execute the duties of such trust as an executor of said will by reason of improvidence. Second, That the said C D is incompetent to dis- charge the duties of such trust, by reason of habitual intemperance in the use of alcoholic liquors. 214 EXECUTOR'S AND ADMINISTEATOE'S GUIDE. Third, That the said C P is an alien, not being an inhabitant of this state. Fourth, That the said C D has been convicted of an infamous crime, to wit, the crime of Fifth, That the said C D's circumstances are so pre- carious as not to afford adequate security for his proper administration of the estate of the deceased. Sixth, That the said C D is unable to read and write the English language. (Signed), A B. Dated, April 10, 1862. No. 18. OKDEE FOR CITAJTION ON PILING OBJECTIONS. At a Surrogate's court, held etc., Present — Hon , Surrogate. In the matter of the will of On reading and filing the objections of , to the granting of letters testamentary to , executor named in the will of said deceased. Ordered, that the said ., appear before the surrogate at his office in the city of Troy on the day of , 1872, at ten o'clock in the forenoon, to answer concerning the matter. Sufrogaie. APPENDIX — FORMS. 215 No. 19. PETITION THAT THE EXECUTOR NAMED BE SUM- MONED TO ACCEPT OE RENOUNCE. Surrogate's court, Rensselaer county. In the matter of the goods and chattels of John Doe, deceased. To the Surrogate of the county of Eensselaer : The petition of A B, respectfully shows, that your petitioner' is one of the legatees named in the will of John Doe, deceased, (or, a creditor of the above named deceased), who died on or about the ^ayof , 1872, as your petitioner is informed and believes, having, first made his last will and testament, which was on the day of , 1872, duly proved in this court. That one C D is named, as an exe- cutor in said will, and has not renounced, and has hitherto neglected to take the oath required by law, and receive letters testamentary, notwithstanding that more than thirty days have elapsed since said will was admitted to probate as aforesaid. Wherefore, your petitioner prays that a summons issue to said C D requiring him according to law, to appear and qualify, as such executor, within a certain time in said summons limited, or that he be deemed to have renounced the appoint- ment as executor in said will. Dated Dec. 13, 1872. AB. 216 EXECtTTOR'S AISJ) ADMINISTRATOR'S GUIDE. Rensselaer county, ss : ' -A B, being duly sworn, says that the foregoing petition by him subscribed is true. AB. Sworn before me, this "I 13th Dec. 1872. / Jambs Lansing, Com'r, of Deeds, Troy, IST. Y. No. 20. SUMMONS TO EXECUTOK. The people of the state of I^ew York : To A B, named as executor of the last will [l. s.] and testament of , deceased. Greeting : You are hereby summoned, personally, to be and appear before our surrogate of our county of. , on, or before the day of ,next, atten o'clock in the forenoon, at the office of the surrogate in the , of in said county, to take the oath of office, as executor of the last will and testa- ment of the said deceased, and receive letters testa- mentary thereon, or in default thereof, you will be deemed to have renounced the appointment as such executor. Witness , surrogate, and the se^l of our said court, this ...... day of 1872. , Surrogate. APPENDIX— FORMS. 217 No. 21. ORDEB THAT EXECUTOR BE DEEMED TO HAVE BENOUNCED. At a surrogate's court, held etc., Present — Hon. . . ^ , Surrogate. In the matter of tlie will of , deceased. On filing the summons heretofore issued in this matter, upon the petition of , returnable here this day, and, due proof of the due service thereof, on A B, executor named in the will of Said deceased, and the said A B having neglected to appear, and take the oath as required in said summons. It is ordered and adjudged that the said A B, by reason of such neglect, has, and is to be deemed to have re- nounced the appointment as executor as aforesaid. , Surrogate. No. 22. APPLICATION TO BEMOVE AN EXECUTOB AFTEB QUALIFICATION. To Hon. Moses Warren, Surrogate of the County of Rensselaer : The petition of , a legatee, named in the will of , deceased , respectfully shows : 218 EXECtI TOE'S AND ADMINISTRATOR'S GUIDE. That said , lately died, having first duly made and published his last will and testament, in which among other things, he bequeathed to your petitioner, a legacy of dollars, and ap- pointed ,, executor in said will. That said will was duly proved in the surrogate's court of the said county of Rensselafer, and letters testamentary were thereupon issuedto the said , by the surrogate of said county, on the day of , 1862, as by the record thereof, will more fully appear, and said , has taken upon himself the administration of the estate of said deceased, and has possessed himself of the personal property of said deceased, to a very considerable amount, as your peti- tioner is informed and believes. And your petitioner further says, that the said , is in such precarious circumstances as not to ajSbrd adequate security for his due administra- tion of the said estate (or other cause of complaint). Your petitioner therefore prays, that the said may be superseded ; or for such other relief in the premises as the nature of the case may require. Dated December 13th, 1871. (Sighed), Rensselaer county, bs : , being duly sworn, says that the fore- going petition, by him subscribed, is true. Sworn etc. (Signed), APPENDIX — FOBMS. 219 No. 23. ORDER FOR CITATION TO EXECUTOR TO SHOW CAUSE WHY HE SHOULD NOT BE SUPERSEDED. At etc., (as in iN'o. 9). Present — Hon , Surrogate. In the matter oi, the application of , for citation against , executor, etc. of , deceased. On reading and filing the petition of , duly verified, showing that {giving cause), and praying that the said , be superseded as such executor. Ordered that a citation issue to the said , requiring him to appear in this court, on the day of , next, at ten o'clock in the forenoon, to show cause why he should not be superseded, as such executor ; and to abide such T)rder as shall be made in the premises. • , Surrogate, 220 EXECITTOE'S AND ADMINISTEATOB'S GUIDE. No. 24. OEDBR SUPERSEDINa EXECUTORS. At, etc., (as in case l^o. 9). Present — Hon , Surrogate. In the matter of the application of, , for citation against , executor, etc. of , deceased. On filing the citation heretofore issued in this matter, and due proof of the service thereof on ahd having heard the proofs and allegations of the petitioner and said and it appearing to the court that the said , has become incompe- tent by law to serve as such executor, by reason of {slate reasons). It is ordered and adjudged, that the letters testa- mentary, heretofore issued to the said , on the last will and testament of , deceased, be, and are hereby superseded. , Surrogate, APPENDIX — FORMS. 221 No. 25. ALLEGATIONS TO CONTEST PEOB ATE, WITHIN ONE YEAK. Surrogate's court. In the matter of the will. of John Doe deceased. To the surrogate of the County of Eensselaer : A B, one of the next of kin of John Doe, late of the town of l^assau, in said county, deceased, alleges that heretofore on or about the day of , 1871, and within one year from the exhibiting hereof, a certain instrument in writing was admitted to pro- bate by the surrogate of the county of Rensselaer, as and for the last will and testament of said John Doe, deceased, and letters testamentary thereon, were after- wards issued by said surrogate to D J B, executrix, named in said supposed will. And that A B, C D, E F, are named as legatees in said will and reside in the state of New York. And the said A B further alleges _ First. That the said John Doe did not sign said sup- posed will. Second. That the witnesses to said supposed will did not sign the same. Third. That the said will was not published as by law required, nor did the said John Doe request the witnesses thereto to sign the same as witnesses. 222 EXECUTOR'S AND ADMINISTEATOE'S GUIDE. Fourth. That at the time of the execution of the said supposed will, the said John Doe was not of sound mind and memory, hut of unsound mind and memory, and was incapable of making a valid will. Fifth. That the proof heretofore presented to said surrogate, was uncertain and not competent to establish the due execution thereof, and the competency of the said John Doe. The said A B therefore prays that a citation may be issued to the said D J B, executrix, and the said (legatees resident in this state), requiring them to ap- pear before the surrogate at a time and place to be - therein fixed, to show cause why the probate of the said supposed will should not be revoked. Dated Dec. 20, 1872. (Signed), AB. X Y, Proctor for said A B. The above need not be verified. No. 26. OEDBE FOR CITATION ON FILING ALLEGATIONS. At, etc., (as in ITo. 9). Present — Hon , Surrogate. In the matter of the will of John Doe, deceased. On reading and filing the allegations of A B, claim- ing that (setting forth the main allegations). APPENDIX — FORMS. 223 Ordered, that a citation issue to D, executor of the will of said deceased, and to » legatees named therein, resident in this state, requir- ing them to appear in this court, on the day of , 1872, to show cause why the probate of said will should not be revoked. , Surrogate. No. 27. OKDER FOR REVOCATION OF PROBATE. At, etc., (as in ISo. 9).- Present — Hon , Surrogate. In the matter of the paper pur- porting to be the will of John Doe, deceased. A B having heretofore filed allegations against the probate of the above mentioned paper, and a citation having been issued to the executor and legatees named .therein, and proofs having been offered in the matter and the surrogate having deliberated therein, and it appearing that the said John Doe, deceased, at the time of the making of the instrument in writing, admitted to probate in this court, on the day of , 1871, as the last will and testament of the said deceased, was not of sound mind, (or that said will was not duly executed). 224 EZECTJTOE'S AND ADMINISTEATOR'S GUIDE It is ordered, adjudged and decreed, that the probate heretofore granted by this court, on the said instru- ment as, and for the last will and testament of the said John Doe, deceased, be and the same is hereby annulled and revoked. It is further ordered that notice of this order be served on ;...., executor, and be published for three weeks successively, in a newspaper printed in the said county of Rensselaer. , Surrogate. No. 28. EENUNCIATION BY WIDOW, OE NEXT OF KIN. Surrogate's court, Eensselaer county. In the matter of the goods, etc., of James Murphy, deceased. I, Mary Murphy of the city of Troy, in the county of Eensselaer, widow of James Murphy, late of said city, deceased, intestate, do hereby renounce all right and claim to administration of the goods, chattels and credits of said intestate. Dated Troy, January 20, 1862. (Signed), Mart Murpht. Signed in presence of, John Styles, Henry Jones. The execution in this case must be proved or ac- knowledged. APPENDIX — FOEMS. 225 No. 29. PETITION FOB, ADMINISTRATION. Surrogate's court, county of Eensselaer: In the matter of the goods, etc. of James Doe, deceased. J To Moses Warren, Esq., Surrogate of Eensselaer county : The petition of Sarah Doe of the city of Troy, in said county, respectfully, shows : That John Doe, late of said city, died from disease, on or about the 10th day of January, 1862, at the city of Troy aforesaid, without leaving any last will and testament; that said deceased at the time of his death, was possessed of certain personal property, within the state of New York, the value whereof does not exceed the sum of one thousand dollars, as your petitioner has been informed and believes ; that the said deceased left him surviving his widow your petitioner, and his children, John Doe, and Mary Boe wife of Richard E,oe, all resi- dent in the city of Troy, aforesaid, his only next of , kin ; and that he was at or immediately previous to his death, an inhabitant of the county of Rensselaer. And your petitioner prays that administration on the. said estate may be granted to your petitioner jointly with Richard Roe of said city of Troy. Dated, Troy, February 20, 1862. (Signed). Sakah Roe. 15 226 EXECUTOR'S AND ADMINISTEATOR'S GUIDE. Rensselaer county, ss : Sarah Roe being duly sworn, says: That she has heard the foregoing petition read, and that the same is true. Sarah Roe. Sworn before me, this 20th "I day of February, 1862. J Moses Wabeen, Surrogate. No. 30. OATH OF ADMINISTRATOK. State of New York, \ Rensselaer county, i I, Richard Roe, do solemnly swear, that I will honestly and faithfully discharge the duties of the ad- ministrator of the goods, chattels, and credits of John Doe deceased, according to law. RiCHAKD Rob. Sworn before me, this 2.0th "» day of February, 1862. J This oath may be taken before any officer authorized to administer oaths. APPENDIX — FORMS. 227 No. 31. BOND OF ADMINISTEATOR. Know all men by these presents : that we, John Doe, Eiehard Eoe and Thomas I^okes, of the city of Troy, are held and firmly bound unto the people of the State of ISTew York, in the sum of two thousand dollars, current money of the United States, to be paid to the said people, to which payment, well and truly to be made, we bind ourselves, our and each of our, heirs, executors and administrators, jointly and severally, firmly by these presents. Sealed with our seals, and dated this 22d day of February, 1862. The condition of this obligation is such, that if the above bounden John Doe, administrator of all and singular the goods, chattels, and credits of Eiehard Eoe, late of the city of Troy, deceased, shall faithfully execute the trust reposed in him as such, and also, that he obey all orders of the surrogate of the county of Eensselaer, touching the administration of the ^estate committed to him, then this obligation to be void, otherwise to remain in fall force. (Signed), John Doe, [l. s.J ElCHARD EoB, [l. s.J Thomas ITokbs,. [l. s.] Sealed and delivered in \ the presence of i Moses Warren. 228 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. } State of New York, Rensselaer county, On this 22d day of February, 1862, before me, per- sonally appeared fTohn Doe, Eichard Eoe and Thomas ISTokes, to me known to he the individuals described in and who executed the foregoing bond, and severally acknowledged that they executed the same. Richard Heaktt, Com'r. of Deeds, Troy, N. Y. Rensselaer county, ss : Richard Roe and Thomas I^okes, of the city of Troy, being each duly sworn, do each depose and say that he is worth the sum of two thousand dollars over above all debts due from, or liabilites incurred by him. Richard Hbartt, Ccrni'r. of Deeds, Troy, N. Y. No. 32. PETITION FOE ADMINISTRATION WITH WILL AN- NEXED. Surrogate's Court Rensselaer county : In the matter of the goods and chattels of Johnj^Doe, deceased. To the Surrogate of the county of Rensselaer : The petition of A B, of the town of Brunswick in said county respectfully shows: APPENDIX — FORMS. 229 That the above named John Doe died in the town of Brunswick, on or about the day of :., 1872, having made his last will and testament, dated June 10, 1860, in and by which he appointed C D, of said town, sole executor. That said will was duly admitted to probate in the court of the surrogate of Eensselaer county, on the day of , 1872, as by reference thereto will more fully appear. That said C D died before the said John Doe, and by reason of his death, no one remains to administer upon the personal estate of said John Doe, deceased,' the value of which will not exceed the sum of two thousand dollars, as your petitioner is informed and believes. Your petitioner is the residuary legatee named in said will, and prays that letters of administration with the will annexed of the said deceased, may issue to Mm. Dated, Dec. 13, 1872. A.B. Rensselaer county, ss : A B, being duly sworn, says that the foregoing peti-, tion, by him subscribed, is true. Sworn before me this 13th, day of December, 1872. A. B. } .., Surrogate. 230 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. No. 33. PETITION FOR APPOINTMENT OP COLLECTOR. Surrogate's court, Eensselaer county : In the matter of the goods and chattels of John Doe, deceased. • To the Surrogate of the county of Eensselaer : The petition of A D, of the town of Brunswick, in said county, respectfully shows : That your petitioner is one of the next of kin of (or, is a legatee named in the will of, or is a creditor of), John Doe, late of the said town of Brunswick,. deceased, of which town said John Doe, was an inhabitant at the time of his decease, which occurred on the day of ,1872. That said deceased, is said to have made in his life time, his last will and testament, dated on the day of , 1870, which has been offered for probate before the surrogate of said coudty, as a will of real and personal estate, and the probate of the same has been, and is contested, (or that Jane Doe, claiming to be the widow of said deceased, applies for adminis- tration upon the goods, chattels and credits of the said deceased to said surrogate, and her right to such administration is contested, or J D, the sole executor named in said will is absent from this state, and as your petitioner is informed and believes, will remain so absent for some time). APPENDIX — FORMS. 231 That the personal property of said deceased, is so situated as to be liable to waste and damage, or depre- ciation (giving the reason), and your petitioner is advised that a special collector should be appointed to collect, and care for the same. The value of such personal property, as your peti- tioner is informed and believes, will not exceed the sum of dollars. Wherefore your petitioner prays that letters of admin- istration for the collection of the estate of said deceased may issue to him. Dated, December 14, 1872. A. B. Bensselaer county, ss. : A B being duly sworn, says that the foregoing peti- tion, by him subscribed, is true. AB. Sworn before me, etc., Moses "Warren, Surrogate. No. 34. OKDEB, FOK ADMINISTEATION "WITH THE WILL ANNEXED. At etc., (as in case No. 9). Present — , Surrogate. In the matter of the estate of , deceased. It appearing by the petition of ; , that the last will and testament of the above deceased. 232 EXECUTOR'S AND ADMINISTKATOB'S GtVlDK was duly proved in this court on the day of , 1870, and that letters testamentary were thereupon issued to , executor named in said will, and that the said executor has since died leaving some of the personal estate of the said deceased, amounting to the probable value of dol- lars, administered ; That the said , is the residuary legatee named in said will, and he having taken the oath required by law, and filed in this court a bond, with sureties approved by the surrogate, in the penal sum of dollars, and with the condition required by law. It is ordered that letters of administration upon the goods, chattels and credits, with the vsdll annexed, of the said , deceased, issue to the said , petitioner as aforesaid. , Surrogate.' No. 35. OKDBR FOE CITATION TO WIDOW AND NEXT OE KIN. At etc., (as in case No. 9). Present — Hon. Surrogate. In the matter of the estate of , deceased. On reading and filing the petition of A B, a credi- tor of the said deceased, from which it appears that APPENDIX — FORMS. , 233 the said ,»,. , being an inhabitant of the town of , this county, died on or about the day of last, leaving • certa,in per- sonal esjate of the probable value of dol- lars, and that the said deceased left Mm surviving his widow, and his children (naming them), his next of kin. It is ordered that a citation issue to said widow and next of kin of said deceased, requiring them to appear in this court, on the day of , 1872, to take upon them the administration of the goods chat- tels and credits of the said deceased, or show cause why such administration should not be granted to said A B, petitioner as aforesaid. , Surrogate. No. 36. CITATION TO WIDOW AND NEXT OF KIN. The people of the state of New York, to A B, widow, and , next of kin [L. s.] of , late of the town of , in the county of , deceased. Tou are hereby cited, personally, to be and appear before our surrogate, of our county of , at his office, in the of , on the of , 1872, at ten o'clock in the forenoon, to take upon you, or either of you, the admin- istration of the goods, chattels and credits of said de- ceased, or to show cause why the same should not be 234 EXECUTOR'S AND ADMINISTRATOR'S GUIDB. granted to , a creditor of said deecased, who has applied therefor. Witness, surrogate, and the seal of our court, this of .', 1872, , Surrogate. No. 37. ORDER FOR LETTERS OF ADMINISTRATION. At etc., (as in case No. 9). Present — Hon , Surrogate. In the matter of the goods and chattels of ,.., John Doe. On reading and filing the petition of A B, widow of said deceased (or of A B, creditor of said deceased, citation having been issued to the widow and next of kin of said deceased, and they having failed to apply for letters of administration), by which it appears that the said .*.. has diedintestate, being at the time of his death an inhabitant of the town of , in this county possessed of personal property of the pro- bable value of dollars, and praying that letters of administration of the goods, chattels and credits of said deceased may be granted to her ; and the said A B having filed in this court her bond in the form re- quired by law, in the penal sum of dollars, with two sufficient sureties, approved by the surrogate. APPENDIX— FORMS. 235 and having taken the oath required by law, it is ordered, that letters of administration of the goods, chattels and credits of the said deceased be issued to the said A B. , , Surrogate. No. 38.^ PETITION FOR KEVOCATION OF LETTERS OF AD- MINISTRATION GRANTED ON FALSE REPRE- SENTATION AND FOR NEW LETTERS. Surrogate's court, county of Albany : In the matter of the administra- tion of the goods, chattels and credits of , deceased. To Hon. Israel Lawton, Surrogate of the county of Albany. The petition of , of the town of , in the county of , and state of , respectfully shows: That your petitioner was married to ." , at , in the county of , and state of , on or about the day of ..., 1835, and lived and cohabited with the said , as his wife, until about the day of ,18..., at , aforesaid, and that there were during that time born to her, the issue of herself and her said husband, after their said 236 EXECUTOR'S AND ADMINISTRATOR'S GITIDE. marriage, the following children to wit : (giving names, ages and residences). That on or about the day of , 18..., the said ^ left your petitioner and their said children, and went, as your petitioner is informed and believes, to , where he remained some years, after which, (giving his- tory of his movements as fully as possible). That ' afterwards, about the month of , 1865, as nearly as your petitioner can ascertain, the said , came to, the city of Albany, and commenced living with a woman, whose maiden name was , who, as your petitioner is in- ■formed and believes, claimed to have been married to him. That in said city of Albany, the said , passed under the name of , and lived and cohabited with the said ' , as his wife. That said , die^, as your petitioner has recently ascertained, at said city of Albany, on or about the day of , 1869, *" » but your petitioner knew nothing of his decease, until about the ? day of ,1871. That themarriage between the said , and your petitioner, was not dissolved during the lifetime of the said That on or about the day of , 1869, the said , under the name of , presented a petition to Hon. , surrogate of the county of Albany, verified by her oath, setting forth the death of the said APPENDIX— forms: 237 , as aforesaid, that he died intes- tate, without having any child or children, him surviv- ing, and leaving the said .., his widow. That said petition does not state that your petitioner was living or dead, or that she had ever been the wife of the said ; nor does it state * v ss • Kensselaer county, J I do solemnly swear that I will truly, honestly and impartially appraise the personal property of (Eichard Eoe), deceased, which shall be exhibited to me, accord- ing to the best of my knowledge and ability. (Signed), John Doe. 246 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Sworn before me, this 28th \ day of February, 1862. / John Kirby, Justice of the Peace. State of New York, \ Rensselaer county, / I do solemnly swear, etc., (the same as the oath above to be signed by the other appraiser and sworn to in the same manner). (Signed), Eichard Eoe. Sworn before me, this 28th -> day of February, 1862. | . Hbnkt Kiebt, Justice of the Peace. A true and perfect inventory of all and singular the goods, chattels and credits of Richard Roe, deceased, made by administrator (or as the case may be), etc., of the said deceased, with the aid of (John Doe) and (Richard Roe) appraisers appointed by the surrogate of Rensselaer county, duly qualified, and after service of notice as the law directs, on the 28th day of February, 1862. The following articles are stated but not appraised, being set apart, according to law, for the widow (or minor children), to wit : One spinning wheel. One weaving loom. Three stoves kept for the use of the family. (Continue the list set apart by law). APPENDIX — POEMS. 24-7 The following articles are appraised and set apart for the use of the widow (or the use of the widow and minor children), in addition to those enumerated above, in pursuance of the statute, to wit : One mahogany bureau, $15 00 One bay mare, 75 00 One half barrel flour, 3 50 One cord wood, cut and split for use, 5 00 Cash, 25 00 (And this to the amount of $150). The following articles are in addition to those above enumerated, to wit : 40 sheep, 20s., $100 00 1 sorrel horse, 60 00 1 black horse, 75 00 (And thus through the like articles). The following accounts and notes are considered good and collectable, to wit; Note, John Myers, dated Feb. 10, 1860, for $100, endorsed interest for two years, now worth, $100 00 Account against James Jones, 15 00 (And thus through the good items). The following are considered doubtful, to wit : Note, Thomas Nokes, dated Aug. 1, 1857, no endorsement, $16 00 (And so through the doubtful). 248 EXECUTOR'S AND ADMINISTEATOE'S GUIDE. The following are considered bad, to wit : (Here state the bad items in detail). Dated, Feb. 28th, 1862. (Signed), , ., Appraisers. No. 41. The following affidavit is to be endorsed on, or an- nexed to the inventory when filed : State of New York, \ c ss ' Rensselaer county, J (John Doe), executor, etc. (or administrator, etc.), of Eichard Roe, deceased, being duly sworn, does de- pose and say, that the annexed (or foregoing) inven- tory is in all respects just and true, that it contains a true statement of all the personal property of the said deceased, which has come to the knowledge of this deponent, and particularly of all moneys, bank bills, and other circulating medium ' belonging to the said deceased, and of all just claims of said deceased against this deponent. (Signed),' Sworn before me, this 1st \ day of March, 1862. J R. C. Jennings, Justice of the Peace. APPENDIX — FOBMS. 249 No. 42. PETITION THAT EXECUTOR OR ADMINISTRATOR BE COMPELLED TO RETURN INVENTORY'. Surrogate's court, Eensselaer county : In the matter of the gooda and chattels of A B, deceased. To the surrogate of the county of Eensselaer : The petition of C D, of the town of Brunswick in said county, respectfully shows : That your petitioner is a creditor (or one of the next of kin of, or a legatee named in the will of), of the ahove named deceased. That letters of administration upon the estate of said deceased, (or letters testamentary upon the will of said deceased) were on the first day of September, 1872, duly granted and issued to J D, of the town of Urunswick aforesaid, and that notwithstanding that more than three months nave elapsed since the issue of such letters, the said J D has not filed an inventory of the personal estate of the said deceased, in the office of the said surrogate^ as he was required by law to do. Wherefore, your petitioner prays that a summons issue to the said J D, as executor as aforesaid, re- quiring him to appear before said surrogate and return an inventory according to law, or show cause why an attachment should not issue against him. Dated, December, 14th, 1872. CD. 250 EXECUTOR'S AND ADMINISTBATOB'S GUIDE. Rensselaer county, ss : C D, being duly sworn, says that the foregoing peti- tion, by him subscribed, is true. Sworn, etc. CD. No. 43. OEDEK FOE SUMMONS, TO EXECUTOE OE ADMIN- ISTEATOE TO FILE INVENTOEY. At, etc. Present — Hon , Surrogate. In tlie matter of the estate of , deceased. On reading and filing the petition of A B, showing that he is a creditor, (or.a legatee named in the will of or, one of the next of kin of) , late of the town of , in said, county deceased, that C D, is executor of the will of said'deceased, (or admin- istrator of the goods, chattels, and credits of said de- ceased) that more than three months have elapsed since the granting of letters to said C D, as executor (or administrator) as aforesaid, and said D has omitted to make and file an inventory of the per- sonal estate of the said deceased. It is ordered that a summons issue to said C D, exe- cutor (or administrator) as aforesaid, requiring him to APPENDIX — FORMS. 251 .appear before the surrogate, at his office in the city of Troy, on the day of , then and there to return an inventory of the personal property, goods, chattels and credits of the said deceased, accord- ing to law, or to show cause why an attachment should not be issued against him. ., Surrogate, No. 44. SUMMONS TO BETUKN INVENTOEY. The people of the state of N"ew York to C D, executor of the last will and testament [l. s.] of , late of , in the county of ., deceased. Tou are hereby summoned and required to appear before the surrogate of the county of , at his office, in the of , on the day of next, at ten o'clock in the forenoon, then and there to return an inventory of the goods, chattels and credits of said , de- ceased, according to law, or to show cause why an attachment should not issue against you. "Witness , surrogate and the seal of our * said court this day of , 1872. , Surrogate. 252 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. No. 45. ORDEE FOR COMMITMENT. At, etc. Present — Hon Surrogate. 1 In the matter of the estate of , deceased. A summons having been issued .from this court re- turnable this day, to A B, executor of the will of said deceased, requiring his heirs to appear on this day and file an inventory of the goods, chattels and credits of said deceased, or show cause why an attachment should not issue against him, and the said A B, not having appeared (or having appeared and refused to return such invent(*y), and no cause being shown why an attach- ment should not issue against him. It is ordered and adjudged, that the said A B be com- mitted to the common jail of the county of. , there to remain until h& shall return such inventory, or be thence discharged by due course of law; and it is further ordered, that an attachment issue against him, directed to the sheriflFof the county of , returnable on the day of , 1872. , Surrogate. APPENDIX — F0EM9. 253 .No. 46. ATTACHMENT. • The People of the State of Uew York, to the [l.s.] sheriff of the county of , greeting : Whereas, on the day of , 1872, by a certain order made in our Surrogate's court of our county of , before our surrogate of said county, at the , of , in said county, in a certain proceeding pending in our said court, in the matter of the estate of , deceased, it was ordered that C D, executor of the will of said deceased, be committed to the common jail, of the county of , until he shall return to our surrogate's court of said county, an inventory of the goods, chattels and credits of said deceased, or be thence discharged by due course of law, as by the said order remaining of record, in our said surrogate's court more fully appear^, the said C J) having refused to return such inventory, although required so to do by an order and summons of our said court. Ifow therefore we command you, that you take the body of the said C D, if he shall be found in your bailiwick, and him safely keep in your custody until he shall return such inventory, or until he shall be thence discharged by due course of law ; and you are to make and return to our said surrogate's court, on the day of , 1873, a certificate, under your hand, of the manner in which you shall 254 EXECUTOR'S AND ADMINISTEATOR'S GUIDE have executed this writ, and have you then and there this writ. In testimony whereof, we have caused this writ to be Bubscribed by our said surrogate,' and the seal of said court to be affixed, this day of ,1872. „Surrogate. Indorsement. Title, Attachment against C D, executor, etc., of , deceased, intestate, for not returning an inventory of the goods, etc., of said deceased. , Surrogate. No. 47. OEDEE FOE EEVOCATION OF LETTEE. At, etc. Present — Hon , Surrogate. In tte matter of the estate of , deceased. An attachment having heretofore issued against C D, executor of the will of the said deceased, com- mitting him to the common jail of the county of ,. until he should return an inventory of APPENDIX — FORMS. 255 the goods, chattels and credits of said deceased ; and it appearing by the certificate of the sheriff' of said county indorsed on said attachment, that more than thirty days have elapsed since the said C D was com- mitted to his custody, and the said C D having still neglected to return such inventory : It is ordered and adjudged, that the letters testa- mentary heretofore granted to the said C D, on the last will and testament of said deceased, be revoked, and that a revocation under the seal of this court forth- with issue. , Surrogate. No. 48. REVOCATION OF LETTERS. To D, executor of the last will and testament of A B, late of the of [l.s.] , deceased, and all others whom it may concern, greeting : Whereas, on the day of , 1870, letters testamentary were duly issued to the said C D, as executor of the last will and testament of A B, late of the ....'. of , deceased, by the surrogate of the county of : And whereas the said C D neglected to return an inventory of the goods, chattels and credits of said deceased, within the time required by law, and a summons was issued thereupon by said surrogate, on the application of 256 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. , requiring the said C D to appear before said surrogate, and return such inventory, on a day now past, or show cause why an attachment should not issue against him : And whereas it clearly appears to our said surrogate, that the said summons could not be served personally upon the said C D, by reason of his absconding or concealing himself, (or, and whereas the said summons was duly served on the said C D, personally), and the said D, omitted to return such inventory by the day therein appointed, and such pro- ceedings were thereupon had, that an attachment for not returning such inventory was duly issued against the said D, to the sheriff of the county of by virtue of which the said C D, has been imprisoned for thirty days and upwards in the common jail of said county, during all which time he has neglected, and still neglects to return such inventory. Now, therefore, be it known, that in pursuance of an order of our said surrogate's court, and of the sta- tute in such case made and provided, we, have revoked and do revoke said letters testamentary issued as afore- said ; and do command tlje said C D, executor, to desist and refrain from any further intermeddling with the estate of the said deceased. "Witness, Moses Warren, surrogate of our said county, [l.s.] and the seal of said court this first day of May, A.D., 1872. , Surrogate. APPENDIX — FORMS. 257 No. 49. ORDER TO ADVERTISE FOR CLAIMS. At, etc. Present — Hon , Surrogate. In the matter of the estate of A B, deceased. It appearing that more than six months have elapsed since the issue of letters of administration upon the goods, chattels and credits of A B, late of the of , deceased. Now on the application of C D, administrator. Ordered, that said administrator publish a notice, once a week, for six months, in the , re- quiring all persons having claims, against said deceased, to present the same, with the vouchers thereof, to the said administrator, on or before the day of , next. , Surrogate. No. 50. NOTICE TO THE CREDITORS TO PRESENT CLAIMS. In pursuance of an order of Moses "Warren, Esq., surrogate of the county of Eensselaer, notice is hereby 17 258 EXECUTOR'S AND ADMINISTEATOE'S GUIDE. given, according to law, to all persons having claims against (Richard E,oe) late of the town of Brunswick in the said county, deceased, that they are required to exhibit the same, with vouchers thereof, to the sub- scriber, executor of the will of the said deceased, at his residence in the said town of Brunswick, on or before the first day of September, 1862. Dated, February 28, 1862. (Signed), , Executor. No. 51. AFFIDAVIT TO ANNEX TO CLAIM. Rensselaer county, ss : - Edward Murphy of the city of Troy, in the county of llensselaer aforesaid, being sworn, doth depose and say that that the foregoing claim against the estate of Kyran Cleary, deceased, is justly due and owing to this deponent; that no payments have been made thereon, and that there are no offsets against the same (other than those stated in the foregoing account), to the knowledge of this deponent. (Signed), Edward Murphy. Sworn to, this first day of March 1862, before me, George Dat, Com'r. of Deeds. Troy, K T., J APPENT)IX— FORMS. 259 No. 52. AG-EBBMENT TO REPBR CLAIM. Whereas, A B has lately presented a elaim to the executor of the last will and testament of C D, late of the town of , deceased, for , a copy whereof is attached hereto, the justice of which claim is doubted* by the said executor, it is thereupon agreed that the matter in controversy be referred to , as referees to hear and determine the same. Dated, l^ov. 1, 1872. (Signed), A B. C D, Executor. I hereby approve of the referees named in the ford- going agreement. Dated, Nov. 15, 1872. Moses Warren, Surrogate, No. 53. PETITION FOR PROOF OF DEBT, DUE TO AN EXECUTOR OR ADMINISTRATOR. To the Surrogate of the county of : The petition of of the of ...,in said county, respectfully shows : That your petitioner is one of the executors named in the last will and testament of , late of , in said county, deceased; that said will was duly proved, and letters testamentary issued to 260 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. your petitioner on the day of last, and your petitioner has made and returned an inventory of the personal estate of the said deceased, by which it appears that said personal estate, applica- ble to the payment of debts, legacies and expenses amounts to about dollars. That at the time of the death of said , he was indebted to your petitioner in the sum of dollars, arising out of the following facts : that' on the .. day of , 1869, the said , made his promissory note in writing, dated on that day, whereby, for value' received, he promised to pay your petitioner, or order, the sum of dol- lars, on the day of , 1869, with interest ; and delivered the same to your petitioner, but said note was not paid at maturity, and still remains wholly unpaid, and there is due thereon, to your peti- tioner, the sum of dollars, with interest from the day of , 1869. That no payment has been made on said note, nor are there any offsets against the same, or any other defense thereto, to the knowledge and belief of your petitioner. Your petitioner further shows, that he has advertised, pursuant to law, for claims against said estate, and none have been exhibited (or, claims have been ex- hibited to the amount of about dollars). That C D, of , is coexecutor with your petitioner, and is the widow, and and , are the children and legatees named in the will of said deceased, and all reside in the of APPENDIX — FORMS. 261 Tour petitioner, therefore, prays that the debt due to your petitioner may be proved in this court, and that he may be permitted to retain the amount thereof out of the assets in his hands, and he prays that a citation issue, pursuant to the statute, directed to the persons above named, requiring them to attend the proof of said debt, at a time and place therein to be stated. Dated, December 1, 1872. (Signed), Rensselaer county, ss. : , being duly sworn, says that the fore- going petition, by him subscribed, is true of his own knowledge, except as to the matters which are therein stated on information and belief, and as to those matters he believes it to be true. Sworn, etc. No. 54. OEDEE FOE CITATION. At, etc. Present — Hon , Surrogate. In the matter of the estate of ' , deceased. On reading and filing the petition of , as executor of the will of said deceased, showing that 262 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. he has a claim against the estate of the said deceased, and praying that the same be proved before said surrogate. Ordered, that a citation issue to the executor of the -will of said deceased, and to the legatees named in said will requiring them to appear in the court on the day of next, as prayed for in said petition. Surrogate. No. 55. PETITION BY A CEEDITOR FOE PAYMENT OF A DEBT. Surrogate court, county of... In the matter of the estate of , deceased. 1 To the surrogate of the county of, ; The petition of , of the of '. , respectfully shows : That your petitioner is a creditor of said deceased, upon a claim for dollars, as follows: That your petitioner sold and delivered to said de- ceased, in his lifetime, goods, wares and merchandise to the value of dollars, which sum the said APPENDIX — FORMS. 263 deceased, in Ms lifetime promised, to pay at the ex- piration of months; that said did not pay the same in his lifetime, nor have any payments been made thereon since, and there are no effects against the same, to the knowledge of your petitioner, and there is due to your petitioner the sum of dollars, with interest thereon, from the day of , 1869. That on or about the day of , 1871, the last will and testament of said deceased was duly proved in this court, and letters testamentary were issued to , exectutor named therein, who has duly returned an inventory of the personal estate of said deceased. That said executor advertised for the presentation of claims against the estate of said de- ceased, and your petitioner duly presented his claim, which was not disputed, and your petitioner after the expiration of one year from the granting of such letters, demanded payment of his said claim from the said executor who has hitherto neglected and refused to pay the same, or any part thereof. "Wherefore, your petitioner prays that an order be made for the payment of said claim, or for such other order as shall be agree- able to law and equity. Dated, Dec. 6, 1872. (Signed), Eensselaer county, ss : b.eing duly sworn, says, that the foregoing petition, by him subscribed, is true of his own know- ledge, except as to the matters which are therein stated 264 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. on information and belief, and as to those matters he believes it to be true. Sworn, etc. (Signed), No. 56. ORDEE FOR CITATION TO ADMINISTRATOR. At, etc. Present, — Hon , Surrogate. In the matter of tbe estate of , deceased. On reading and filing the petition of , showing that he is a ereditot of said deceased ; that he has presented his claim to , administrator, etc., of said deceased ; that said claim was not disputed, and that more than one year has elapsed since letters of administration were issued to the said Ordered, that a citation issue to the said , administrator, requiring him to show cause why he should not be ordered to pay the claim of the said petitioner. , Surrogate. APPENDIX — FORMS. 265 No. 57. PETITION FOR PAYMENT OP DEBT BEFORE LAPSE OF SIX MONTHS. Surrogate's court, Rensselaer county, # In the matter of the goods and chattels of John Doe, deceased. To the Surrogate of the county of Rensse*laer : The petition of A B, of the town of Brunswick, in said county, respectfully shows : That your petitioner is a creditor of said John Doe, late of said town of Brunswick, deceased, and the amount justly due, and owing to your petitioner, from the estate of said deceased, at this time, is dollars. That the will of said deceased was admitted to pro- bate, and letters testamentary were issued thereon to J D, executor named therein, on the 15th day of Sep- tember, 1872, (or, that on the 15th day of September, 1872, letters of administration upon the estate of said deceased, was duly issued by said surrogate, to Mary Doe, of said town of Brunswick). That said executor (or said administratrix), has filed an inventory in the ofiice of said surrogate, whereby it appears that the personal estate of said deceased amounts to the sum of dollars. "Wherefore, your petitioner prays that a citation may issue to said executor (or, said administratrix), requir- 266 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. ing him (or her), to show cause, why payment of your petitioner's debt, should not be decreed. Dated, December 14th, 1872. AB. Add verification. No. 58. BOND ON PAYMENT OF LEGACY BEFOKE EX- PIEATION OP YEAR. Know all men by these presents, that we, A B, as ■ principal and C D and E F, of the city of Troy, in the county of Kensselaer, and state of l^ew York, are held, and firmly bound unto J D as executor of the will of John Doe, late of the town of Brunswick, deceased, in the sum of dollars, for which payment, well and truly to be made, we bind our and each of our heirs, executors and administrators j ointly and severally, firmly by these presents. Sealed with our seals, and dated this "I 14th day of December, A.D. 1872. 1' Whereas, in and by the will of said John Doe, de- ceased, dated the day of , 1870, a legacy was bequeathed to the said A B, of one hun- dred dollars, payable by the terms of said will, in , after the decease of said John Doe, and before the expiration of one year from the grant- ing of letters testamentary to the said J D, executor named therein, and the said' J D has at the request of APPENDIX — FORMS. 267 the said A B, paid said legacy. Now the conditiou of this obligation is such " that, if any debts against the deceased shall duly appear, and which there shall be no other assets to pay, and there shall be no other assets to pay other legacies, or not sufficient," then the said A B shall refund the legacy so paid, or such ratable proportion thereof, with the other legatees, as may be necessary for the payment of said debts, and the proportional parts of such other legacies, and the costs and charges incurred by reason of the payment to such legatee ; and that if the probate of the said will shall be revoked, or the will declared void, then the said A B shall refund the whole of such legacy wi€h interest to the said J D, or the administrator en- titled thereto, then this obligation to be void, otherwise to remain in full force and effect. A B, [L.S.] CD, [L.S.J E F, [L.S.] Add acknowledgment. No. 59. RECEIPT OF CREDITOR. Received, Troy, April 10, 1862, of John Jones, exe- cutor, etc., (or administrator, etc.), of Henry Jones, deceased, (ten dollars and fifty cents) in full of fore- going account (or in payment of all demands due me from the estate of said deceased), (or for taxes assessed 268 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. in the city of Troy on the estate of said deceased, pre- vious to his death). (Signed), Amos S. Perry. EECEIPT FOE LEGACY. Whereas, James Eichards, late of the town of Scho- dack, in the county of Eensselaer, deceased, lately made his last will and testament, dated the. day of ,1862, in which he gave and bequeathed to me the sum of (five hundred dollars) : itfow, there- fore, I hereby acknowledge the receipt of said sum so bequeathed to me, of John Richards, executor named in said will. Dated, Schodack, March 1, 1862, (Signed), ' Mart Williams. No. 60. - PETITION FOE OEDEE TO ACCOUNT. Surrogate's court, Rensselaer, county : In the matter of the goods and chattels of A B, deceased. The petition of C D, of the town of .'..., in said county, respectfully shows : That your petitioner is a legatee named in the last will and testament of A B, late of the town of APPENDIX — FORMS. 269 , in said county deceased (or is a creditor of the above deceased). That said will was admitted to probate, by said sur- rogate, and letters testamentary were thereon issued to J D, an executor named therein, on the first day of September, 1872, and more than eighteen months have elapsed since the issue of said letters. That in and by said will, a legacy of dollars was" bequeathed to your petitioner payable in one year from the decease of the testator. That said testator left a large personal estate amount- ing to dollars, as by inventory thereof on file in the office of said surrogate will fully appear, • and that such personal estate was amply sufficient, as your petitioner is informed and believes, to pay all. the funeral expenses, and debts of the said testator, the expenses of administration and the legacies bequeathed in Baid will. Your petitioner has, since the expiration of eighteen months from the issue of letters as aforesaid, applied to said executor and requested him to account and pay the legacy so bequeathed to your petitioner, but not- withstanding, such executor has not accounted nor paid said legacy. Wherefore, your petitioner prays that said executor may be required to pay the aforesaid legacy to your petitioner, and that he may be required to account ac- cording to law, for his proceedings as such executor, and that such further or other proceedings may be had as may be requisite to enforce the payment of your petitioner's legacy, and as shall be just and equitable. (Signed), C D. 270 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Rensselaer county, ss: C D, being duly sworn, says that the foregoing pe- tition, by him subscribed, is true. CD. Sworn before me, etc. G-EO. Scott Notary Public, Rensselaer county, E". Y. The above may be changed so as to apply to the case of a creditor petitioning. No. 61. ORDER THAT EXECUTOR ACCOUNT. At, etc. Present — Hon Surrogate. In the matter of the est3,te of , deceased. On reading and filing the petition of , one of the legatees named in the will of , late of the town of .., deceased. Ordered, that , the executor of the said will, personally, be and appear before the surrogate of the county of , at his office in the of , on the day of , APPENDIX — FORMS. 271 next, at ten o'clock in the forenoon, to render an account of his proceedings, as such executor, or .show cause why an attachment should not issue against him. , Surrogate. No. 62. PETITION FOR FINAL SETTLEMENT. ^ In Surrogate's court, county of Eensselaer : To Moses Warren, Esq., Surrogate of Eensselaer county : The petition of (Eichard Eoe), of the town of Bruns- wick, in the county of Eensselaer aforesaid, respectfully shows : that your petitioner was duly appointed and qualified, by the surrogate of the county of Eensselaer, as the executor of the last will and testament (or as administrator of all and singular the goods, chattels and credits), of Henry Jones, late of said town of Bruns- wick, deceased, and that more than one year has elapsed since letters testamentary (or of administration), were issued to your petitioner by the surrogate afore- said ; that your petitioner has returned to the surrogate of said county, an inventory of the personal estate of said deceased (and has advertised for claims, in pursu- ance of the order of said surrogate). Your petitioner is now desirous of rendering an account of his proceedings as such executor (adminis- trator) as aforesaid, and, therefore, prays that a citation may issue out of, and under the seal of this court, to 272 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. be direete,d to the creditors, legatees (next of kin), and all persons interested in the estate of the said-deceased, requiring them to appear as in said citation directed, and attend the final settlement of the accounts of your petitioner as such executor (administrator) as aforesaid. Dated, this 30th day of April, 1862. (Signed), Richard Roe. No. 63. ORDER FOR CITATION TO ATTEND FINAL SETTLEMENT. At, etc. Present — Hon , Surrogate. In the matter of the estate of , deceased. Richard Roe, the executor of the last will and testa- tamentof , late of , deceased, having filed his petition, praying for a final settlement of his accounts as such executor, and more than one year having elapsed since the issue of letters to him. Ordered, that a citation issue to the creditors, legatees, and all persons interested in the estate of said de- ceased, requiring thfem to appear on the "...day of next, at ten o'clock in the forenoon, to attend such final settlement. ' , Surrogate. APPENDIX — FORMS. 273 No. 64. ACCOUNT OF EXECUTOR OR ADMINISTRATOR. [This form may be adapted to any estate or any amounts.] A. B., executor (or administrator), in account with the estateof G. D., deceased. 1862. De. To amount of inventory on file $550.00 Jan. 2. To received, savings bank deposit not inventoried 15.50 To received, interest from E. F., not included in inventory > 6.10 $571 60 1860. Contra. Ce. July 1. By paid surrogate letters, testamentary, &c $16.00 By expenses to and at Troy to obtain letters.. 3.00 By paid C. D. witness to will 2.00 By paid E E., witness to wills 1.50 9, By paid J. H. and E. R,, appraisers 6.00 By paid surrogate on fil- ing inventory 50 Carried forward $28.00 18 274 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Brought forward $28.00 July 20. By paid funeral charges 40.50 29. By paid support of widow 1861. and family for 40 days. 10.50 Jan. 3. By paid, surrogate's order to advertise for claims, &c 75 By paid, printing same.. 6.50 $85 25 By loss on sale of inven- toried articles 16.00 By expenses to Troy three times. 4.50 20.50 $108.75 Showing balance for commis- sions, debts and distribu- tionsof 462 25 The following claims have been presented against the estate of said deceased : Edward Murphy $150 00 James Jones 16 00 (Stating them in full). The following affidavit is to be included in, or annexed to the account. Eensselaer county, ss. : A B, of the town of , in the county of Eensselaer, being duly sworn, says : That he is execu- APPENDIX — FORMS. 275 tor of the last will and testament of (or administrator of all and singular the goods, chattels and credits of) C D, late of said town of , deceased, and that the foregoing (or annexed) account, is in all respects just and true ; that the same according to the best of his knowledge and belief, contains a full and true account of all his receipts and disbursements, on account of the estate of said deceased, and of all sums of money and property belonging to the estate of the said de- ceased, which have come into his- hands as such ad- ministrator, or which have been received by any other person, by his order or authority, for his use ; and that he does not know of any error or omission in the said account, to the prejudice of any of the parties interested in the estate of the said deceased. And he further says, that the sums under twenty dollars, charged in said account, for which no vouchers or other evidence of payment are herewith filed, or for which he has not been able to produce vouchers or other evidences of payment, have actually been paid and disbursed by him as charged. (Signed.) A B. Sworn before me, this ... day of , 1862 :i 276 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. No. 65. ALLEGATIONS ON CONTEST OF ACCOUNT. At, etc. In the matter of the estate deceased. A B, C D, and E F, next of kin of the above named deceased (or legatees named in the will of said de- ceased,) contesting the account filed by A B, adminis- trator of the estate of said deceased, allege that the said account is erroneous, and that the same should be surcharged by the following items. First. That it does not include an item of dollars, a claim' against the said executor, for a debt owing to the deceased in his life time. Second. That it does not include the proper sum re- ceived or chargeable against said executor for interest. That the said account is further erroneous in the following.particulars : First. That the item of dollars, for funeral expenses is extfavagant, and not according to the station of the deceased. Second. That the item of ; paid to in that the pretended claim was not due, and was barred by the statute of limitations. (And so in detail). Dated, Dec. 1, 1872. James Lansing, for said Contestants. DOWBR OF WIDOW. 277 No. 66. DECREE ON FINAL SETTLEMENT. At a Surrogate's court held in and for the county of , at the Surrogate's office, in the of , on the day of , 1872. Present — Hon , Surrogate. In the matter of the estate of , deceased. Upon the application of , executor named in the will of , late of the of , in said county, deceased, the surro- gate on the day of .., last past, issued a citation to the creditors, legatees, and all per- sons interested in the estate of said deceased, requiring them to appear before him on the day of , then next, to attend the final settlement of the account of said executor; and on the said last men- tioned day, the said executor appeared iu' person, and, by James Lansing, his counsel, and filed due proof of the publication of said citation in the state paper for three months, and in the , a newspaper, printed in said county for four weeks, and of personal service of the same, on ., and , and of service by mail on , and' , and it appearing that said , is an infant, the surrogate appointed , of the city of 278 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Troy, special guardian for said , to appear and take care of his interest in this matter, and the said , appeared as such special guardian. The said , executor, as aforesaid filed his account as such, duly verified, and the above named , appearing in person, and by , his counsel, objected to said account, and sundry items in the same, and further claimed that said account should be surcharged by the sum of dollars, received by said executor as interest, and the issue being so joined, the surrogate, proceeded to ex- amine the same, and take testimony thereon, and the matter was adjourned from time to time, to this day. And now having heard the proofs and allegations of the parties, and maturely considered the same, the sur- rogate proceeded to settle the said account according to a summary statement hereto annexed, forming a part of this decree, and to be recorded therewith. It is therefore or/iered, adjudged and decreed, that the said , as executor, be charged as stated in his account with the sum of fifteen hundred dollars, and with the further sum of two hundred dol- lars interest, not stated in his account, in all the sum of seventeen hundred dollars. That he be (sredited with the sum of three hundred and fifty dollars paid by him for debts of his testator, and for expenses of administration ; with the sum of sixty- seven dollars and fifty cents commissions, and with ten dollars expenses of this proceeding. It is further ordered, that he pay to , counsel for him in this proceeding, the sum of twenty APPENDIX — FORMS. 279 dollars, and to , counsel for the said , twenty dollars, and that he distribute the balance remaining in his hands, to wit, the sum of twelve hundred and thirty-two dollars and fifty cents, as follows : That he pay to , for his legacy, six hundred dollars, and to , for his legacy, six hundred dollars, and the remainder, two hundred and thirty-two dollars to , residuary lega- tee named in said will. And it is further ordered, that, it iappearing that , above named, is an infant, the ^id exe- cutor may pay the above legacy to said , to , the general guardian of said , on receiving proof, that the said , has given bonds approved by the surrogate, for the faithful application of the same. In testimony whereof, we have caused the seal of our said court to be hereunto affixed, [l.s.] and the same to be subscribed by our surrogate. Witness, , surrogate, the day and year first above written. , Surroga te. Summary Statement Referred to, in the Foregoing Decree. The executor is charged by his account with "^$1500 00 His account shall be surcharged by the sum of interest received by him 200 00 Carried forward, $1700 00 280 EXECUTOR'S AND ADMINISTRATOR'S GUIDE, Brought forward, $1700 00 He is credited with debts and ex- penses of administration paid 360 00 With commissions 67 50 With his expenses on this accounting 10 00 He shall pay his counsel 20 00 He shall pay counsel for 20 00 467 50 Showing for distribution the sum of $1233 50 , Surrogate. No. 67. • EELEASE FOE DISCHAEGE OF DECEEE. Surrogate's court, county : In the matter of the estate of , deceased. Whereas, by a decree of the surrogate of the county of , in this matter, entered on the day of 18T3, executor of the will of the above named deceased, was ordered and directed to pay to the undersigned, a legatee named in said will, the sum of dollars, now I do hereby acknowledge the receipt of the said sum from s^i'i , and release him from all claims' DOWEE OF WIDOW. 281 therefor, and request the surrogate of said county, to enter this as a discharge of said decree. Witness my hand, this day of , 1873 (Signed), Rensselaer county, ss : On this day of , 1873, before me personally came , to me known to be the same person described in, and who executed the foregoing instrument and acknowledged that he exe- cuted the same for the usee and purposes therein men- tioned. (Signed), : Justice of the Peace. No. 68. PETITION FOK MOETGAGE, LEASE OR SALE OF KEAL ESTATE. Surrogate's court, Rensselaer county : In the matter of the estate of A B, deceased. To Moses "Warden, Esq., Surrogate of the county of Rensselaer: The petition of C D, executor (or administrator) of the will of (or of the goods, etc., of) A B, late 282 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. of the town of Brunswick, in the county of Rensse- laer, deceased, shows, that your petitioner h3>s made and filed an inventory of the personal property of the said A B, deceased, according to law, and has dis- covered the same to he insufficient to pay the debts of the deceased. ^ That the amount of the personal property of the de- ceased, which has come to the hands of your petitioner, amounts to the sum of $578.00. ' That the outstanding debts of the deceased, which remain unpaid and- which are justly due and owing, and which are not secured by judgment or mortgage, or expressly charged on the real estate of the de- ceased, as near as the same can be ascertained, amount to the sum of $1,050.00. , And your petitioner verily believes and states the fact to be, that he has proceeded with reasonable diligence in converting the personal property of said deceased into money, and applying the same to the payment of debts. That the deceased died seized of the following real estate, situated in the county of Rensselaer aforesaid, valued at the sum respectively affixed to each lot or parcel, and occupied or not occupied as stated in re- spect to each of the several lots or parcels ; that is to say. All (stating fully by metes and bounds). And your petitioner further shows, that S B, is the widow, and A B, C B, and E B, of the town of Brunswick, are children and heirs at law of the said A B, deceased, of the age of twenty-one years and upwards. And that J B, and K B, are minors of the APPENDIX — FORMS. 283 age of fourteen years and upwards, and L B and M B, are minors, and are also children and heirs at law of the deceased, and under fourteen years of age. Tour petitioner therefore prays that authority may be granted to him by the said surrogate (pursuant to the statutes of the state of 'New York in such case made and provided), to mortgage, lease or eiell, so much of the real estate of the deceased as shall be ne- cessary to pay the debts of the deceased. And your petitioner will ever pray, etc. (Signed), C D. State of New York, 1 Eensselaer county, i C D, being duly sworn, deposes and says, that the above petition, by him subscribed, is true, to the best of the knowledge, information or belief of the depo- nent. CD. Subscribed and sworn this \ day of ,1862, before me. J M. "Warren, Surrogate. 284 EXECUTOR'S AND ADMINISTEATOR'S GUIDE. No. 69. OEDER TO SHOW CAUSE. At, etc. Present — Hon , Surrogate. In the matter of the real estate of , deceased. On reading and filing the petition of ■ C D, the exe- cutor of the last will and testament of A B, late of the town of , deceased, praying that authority may be given to him by said surrogate, to mortgage, lease or sell so much of the real estate of the said de- ceased, as shall be necessary to pay his debts. Ordered, that all persons interested ip the said estate appear before the surrogate of the county of , at his office ia the .' of on the day of , next, to show cause why authority should not be given to said executor to mortgage, lease or sell so much of the real estate of the said deceased, as shall be necessary to pay his debts ; and, it is further ordered, that all persons hav- ing claims against the said deceased, may exhibit and prove the same at the time and place aforesaid. , Surrogate. APPENDIX — FORMS. 285 No. 70. OilDER FOE APPOINTMENT OF SPECIAL GUAEDIAN. At etc. Present — Hon , Surrogate. In the matter of the real estate of , deceased. l An order having heretofore been made in this matter, that all persons interested in the .estate of , late of the town of , deceased, show cause on this day why authority should not be given to C D, executor of the will of said deceased, to mort- gage, lease or sell, the real estate of said deceased, and on reading and filing proof of the due service of said order on , and , among others, and it being suggested that said • , and , are minors; Ordered, that , of the of , be, and he is hereby appointed special guardian of said minors for the sole purpose of appear- ing for, and taking care of their interests in this pro- ceeding to mortgage, lease, or sell the real estate of the said deceased. ,Surrogate. 286 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. No. 71. BOND ON SALE OF EEAL ESTATE. Know all men by these presents : Tifat we, John Doe, executor of the will of , deceased. A B and C D, of the city of Troy, in the county of Rensselaer, are held and firmly hound unto the people of the state of !N"ew York, in the sum of (double the value of the real estate to be sold), lawful money of ' the United States, to be paid to the said people ; to the which payment well and truly to be made, we bind ourselves, our and each of our heirs, executors and administrators, jointly and severally, firmly by these presents. Sealed with our seals, and dated this \ . tenth day of September, A.D. 1872. J Whereas an application for authority to sell the real estate of , deceased, to pay his debts, is now pending before the surrogate of the county of Eensselaer, on the petition of the above bounden John Doe, as executor of the will of said deceased, now Therefore the condition of this obligation is such, that if the said John Doe, in case the said surrogate shall grant an order of sale, of said real estate, or any part thereof, shall pay all the money arising from such sale, after deducting the expenses thereof, and shall deliver all securities taken by him on such sale to the said surrogate, within twenty da^s after the same shall have . APPENDIX — FORMS. 287 been received and taken by him, then this obligation to be void, otherwise to remain in full force and virtue. (Signed), JohS Doe, [l.s.] A B, [L.S.] C D, [L.S.] Add acknowledgment and justification of sureties. No. 72. ORDER FOR SALE OF REAL ESTATE. At, etc. Present — Hon .., Surrogate. In the matter of the real estate of , deceased. C D, the executor of the last will and testament of , of deceased, having lately presented his petition to the surrogate of the county of for authority to mortgage, lease or sell so much of the real estate of the said deceased as shall be necessary to pay the debts of the deceased, and such proceedings having been therefore had, that the said surrogate is satisfied that the said executor has fally complied with the several provisions of the statutes, that the debts outstanding against the deceased as far as the same can be ascertained, and which are 288 EXECUTOR'S AJSTD ADMINISTRATOR'S GUIDE. valid and subsisting, and are not secured' by judgment, mortgage or other lien, on the real estate of the said decaased amounts to the sum of dollars, that the personal estate of the said deceased is insufla- cient to pay his debts, and that the whole of said per- sonal estate, which could have been applied tb the payment of "the debts of the deceased has been applied' to that purpose ; and whereas it has been made to appear to said surrogate, that the moneys required to be raised, cannot be raised by mortgage or lease, ad- vantageously to the said estate, and the said executor having, with two sureties executed a bond in the manner required by law which is duly acknowledged, approved and filed. It is ordered and adjudged, that the said executor sell at public vendue, the following described real estate of the said deceased to wit: (describe the several parcels). It is further ordered that the several parcels be sold in the order in which they are above described and that on such sale the said executor be authorized to give such length of credit, not exceeding three years, for not more than three-fourths of the purchase money, as shall seem best calculated to produce the highest price, and shall secure the moneys for which credit may be given, by a bond of the purchaser, and by a mortgage upon the premises sold. And it is further ordered that before any deed or deeds of the premises sold shall be executed, the said executor 'make a return of the proceedings had on this order, to the said surrrogate to the end that the said surrogate may examine the said proceedings, and the fairness and the legality of the said sale. ■ , Surrogate. APPENDIX — FOEMS. 289 No. 72. NOTICE OF SALE. Executor's sale of Real Estate. In pursuance of an order of the surrogate of the county of Rensselaer, the undersigned, the executor of the last will and testament of , late of the of , deceased will sell at pub- lic vendue on the day of , at the front door of the court house in the of at ten o'clock in the forenoon of that day, the following described real estate, to wit (describe the parcels); upon said premises are a farm house, and the ordinary farm buildings. Dated, Dec. 1, 1872. , Surrogate. No. 73. EEPOKT OE SALE. Surrogate's court, Rensselaer, county ; In the matter of the real estate of A B, late of the of , deceased. In pursuance of a decretal order of the surrogate of the county of Rensselaer, bearing date the day of , 1872, I, the subscriber, execu- 19 290 EXECtTTOR'S AND ADMINISTRATOR'S GUIDE. tor of the last will and testament of John Doe, late of the of , in said county, did on the .....of , 1872, at the front door of the court house, in the city of Troy, in said county, at 10 o'clock, in the forenoon, sell at pub- lic vendue, the whole of the premises in said order de- scribed, to ,for the sum of , dollars, which was the highest sum bid for the same. And I further report, that before the said sale, I caused notice of the time and place thereof, to be regularly published, once a week, for six weeks, succes- sively in , a newspaper printed in said county, and like notices to be posted for six weeks in , thereof, the most public places in the town of , and further, that said sale, was legally made, and fairly conducted, and that a greater sum could not be obtained for said premises. Dated, Nov. 20, 1872. (Signed), A B, Executor. Addjurat. No. 74. OilDEK CONMEMING SALE. At, etc. Present — Hon , Surrogate. In the matter of the real estate of deceased. On reading and filing the return of executor of the will of ,late of the APPENDIX — FOBMS. 291 of , deceased, and the proofs accompany- ing the same, and it appearing therefrom that the said executor, did, on the day of , 1872, in obedience to the former order of this court, in this matter bearing date the day of last, and in pursuance of the statute in such case, made and provided, sell at public vendue, to one , for the sum of dollars, the lands and tenements in the said order mentioned, upon the terms and conditions particularly mentioned in said return ; and it appearing to the surrogate, that the said sale was legally made, and fairly conducted, and that a greater sum cannot be obtained for said premises, than was bid on said sale, it is therefore ordered, that the sale be, and it is hereby confirmed; and it is further ordered, that a conveyance of the premises so sold, be made and executed by the said executor, to the said , upon his complying with the terms of sale, on his part to be performed. ., Surrogate. No. 75. DEED ON SALE. This indenture, made this day of , one thousand eight hundred and seventy , between as executor of the last vdll and testa- ment of , late of the of in the county deceased, party of the first part and , of the of 292 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. • •• , in the county of , party of the second part ; whereas at a surrogate's court, held in and for the county of , at the surro- gate's office in the of on the .,. day of , one thousand eight hundred and seventy , before, :...,. surrogate of said county, a certain decretal order was fiiade for the sale •of the real estate of the said deceased, and which said order is in the words and figures following, to wit : (insert order at length). And, whereas, in obedience to said order, the said party of the first part did on the day of , 187.., sell atpublic vendue the whole of the premises in said order mentioned, to the said party of the second part for the sum of dol],ars, and did thereupon make return of his proceed- ings in the premises to the surrogate of said county of , and there was thereupon made an order in the words and figures following, to wit : (insert order confirming sale). And, whereas, the said party of the second part, has in all things, complied with the terms of the said sale, on his part to be performed. N^ow, therefore,"thi8 in- denture witnesses, that the said party of the first part, as executor as aforesaid, for and in consideration of the sum of dollars, to him in hand paid by the party of the second part, has granted, bargained and sold, and by these presents does grant, bargain and sell unto the said party of the second part, his heirs and assigns forever the lands and tenements' in said order mentioned, described as follows : (description) APPENDIX — FORMS. 293 together with all and singular the hereditaments and appurtenances thereunto belonging, or in any way appertaining, and the reversion and reversions, re- mainder and remainders', rents, issues and profits thereof; and also, all the estate, right title, interest, claim and demand which the said deceased had, at the time of his death of, in and to the said premises ; to have and to hold the same to the said party of the second part, his heirs and assigns forever, to the sole and only proper use, benefit and behoof of the said party of the second part, his heirs and assigns forever. In witness whereof, the said party of the first part, as executor as aforesaid, has hereunto set his hand and seal, the day in this indenture first above written. , [L. s.] Rensselaer county, ss : On this day of , 187.., before me personally came , to me known to be the executor of the last will and testament of deceased, and the person described in and who exe- cuted the foregoing conveyance, and acknowledged that he executed the same, as such executor, for the uses and purposes therein mentioned. AB, Justice of the Peace. 294 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. No. 76. NOTICE TO WIDOW TO ELECT. * 1 In the matter of the real estate of To , , widow of said deceased : Toil are hereby notified and required to elect, whether you will accept such sum in gross, as shall be deemed upon the principles of law, applicable to an- nuities, a reasonable satisfaction of your claim for dower, in the lands of the above deceased, in lieu of your dower ; and you are notified, so to elect before the surrogate of the county of Rensselaer, at his office in Troy, on the day of , 1872, (the day for distribution of proceeds). Dated, November 20, 1872. AB, Executor of the will of said deceased. No. 77. - CONSENT OF WIDOW TO ACCEPT A SUM IN G-EOSS. In the matter of the real estate of deceased. Whereas, certain lands and tenements of the above named deceased, in which the undersigned is entitled APPENDIX — FORMS. 295 to dower, as the widow of said deceased, have been recently sold by virtue of an order of the surrogate of county, in this matter, and which said lands and tenements are bounded and described as follows : (description as in order for sale). And whereas, the moneys arising from the said sale have been brought into the said surrogate's court for distribution : now, therefore, Know all men by these presents, that I, A B, the widow of the said deceased, do by these presents, consent to accept in lieu of my dower, in the lands and tenements aforesaid, such sum in gross, as shall be deemed, upon the principles of law applicable to annuities, a reasonable satisfaction, for my said dower. In witness whereof, I have hereto set my hand and seal, this day of ,' 1872. A B, [L.S.] Rensselaer county, ss : On this day of , 1872, before me personally came, A B, to me known to be the same person described in and who executed the foregoing instrument, and acknowledged that she executed the said instrument for the uses and purposes therein men- tioned. L. W. Rhodes, Com'r of Deeds, Troy, N. Y. 296 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. No. 78. ANNUITY TABLE AND EULE. No. of years No. of years [^0. of years No. of yeara . purcnase. Age. parcHase. Age. ' purchase. Age, purchaBe. Age 1, 10,107 25 12,063 49, 9,563 73 4,781 2, 11,724 26 11,992 50, 9,417 74 4,565 3, 12,348 27 11,917 51, 9.273 75 , 4,354 4, 12,769 28 11,841 52, 9,129 76 4,154 5, 12,962 29 11,763 53, 8,980 77 3,952 6, 13,156 30 11,682 54, 8,827 78 3,742 7, 13,275 31, 11,598 55, 8,670 79 3,514 8, 13,337 32, 11,512 56, 8,509 80 3,281 9, 13,335 33 11,423 57, 8,343 81 3,156 10, 13,285 34, 11,331 58, 8,173 82 2,926 11, 13,212 35, 11,236 59, 7,999 83 2,713 12, 13,130 36, 11,137 60, 7,820 84 2,551 13, 13,044 37, 11,035 61, 7,637 85 • 2,402 14, 12,953 38, 10,929 62, 7,449 86 2,266 15, 12,857 39, 10,819 63, 7,253 87 2,138 16, 12,755 40, 10,705 64, 7,052 88 2,031 1^, 12,655 41, 10,589 65, 6,841 89 1,882 18, 12,562 42, 10,473 66, 6,625 90 1,689 19, 12,477 43, 10,356 67, 6,405 91 1,422 20, 12,398 . 44 10,235 68, 6,179 92 1,136 21, 12,329 45, 10,110 69, 5,949 93 ,806 22, 12,265 46, 9,980 ' 70, 5,716 94 ,518 23, 12,200 47, 9,846 n, 5,479 24, 12,132 48, 9,707 72, 5,241 Rule for Computation. Calculate the interest, at six per cent, for one year, upon the sum to the income of which the person is entitled, and multiply this interest hy the number of years purchase set opposite the person's age in the ■ APPENDIX— FORMS. 297 table, and the product is the gross value of the life estate of such person. Example. Suppose a widow's age is forty, and she is entitled to dower in real estate worth $1500; one-third of this is $500 ; interest on |500, one year, at six per cent, is $30 ; multiply this by 10,705, the number of years purchase set opposite her age, and you have $321.15 as the gross value of her dower right. No. 79. CERTIFICATE OF DECREE TO BE DOCKETED. Otsego county, Surrogate's court. In the matter of the estate of , deceased. I, E. G. Card, surrogate of the county of Otsego, do hereby certify that on the day of 187.., a decree was made by me in this matter in favor of 1 , residing in the town of in said county, by occupation a " seamstress," a 298 EXECUTOE'S AND ADMINISTRATOR'S GUIDE. creditor of , late of the town of in said county, deceased against , residing in the town of , in said county, by occu- pation a rail road employee, as administrator of the goods, chattels and credits of said , de- ceased, directing the payment of the said , of the said administrator, as aforesaid, to the said , of the sum of dollars and cents for the debt, due to the said from the said de- ceased, and the sum of twenty -five dollars for her costs and disbursements, making in the whole the sum of' dollars and cents. Witness iaj hand and seal of office, at the village of [l. s.] ,this day of , 1872. (Signed), , Surrogate. No. 80. EXECUTION ON DECKEE OF gURKOGATE TO BE DOCKETED. To the sheriff of the county of Greeting: Whereas, on the 4ay of 187.., surrogate of the county of and the surrogate's court of said county, of , APPENDIX — FORMS. 299 duly mad« a decree for, and directing the payment by residing in in said county, by occupation a rail road employee, the ad- administrator of the goodsj chattels and credits of deceased, to , of the town of , in said county, by occupation a seam- stress, of the sum of dollars and cents for a debt due to the said , from the said deceased, and the sum of dollars and cents, for her costs and expenses in the proceeding before said surrogate, making in the whole the sum of dollars and cents; and after such decree was made by said surrogate, to wit on the day of ,, 187.., he made out a certificate stating the names of the parties against and in favor of whom the decree was made and their respective occupations and places of residence in. which he stated the amount of such debt and costs, directed to be paid by such decree; and whereas on said day of , such certificate was filed with the clerk ofthe county of , and the same was, on said day of , 187..., entered and docketed in the book required by law for the docketing of judgments : and whereas, there is now acutally due on said decree, the sum of dollars and cents, with interest thereon from the day of 187... Tou, are therefore com- manded and required to make said sum of dollars, and cents,, out ofthe goods, chattels and personal property of the said , in ^ 300 EXECUTOE'S AND ADMINISTRATOR'S GUIDE. your county, and if sufficient thereof cannbt be found in your county, then out of the real property in your county of which the said , was seized and belonging to him on the said day of ,, 187.., the day on which the said decree was docketed in your county, or at any time thereafter in whose hands soever the same may be, and that you return this exec ution with your proceedings thereon to the clerk of the county of Otsego, in sixty days after the receipt of the same. Dated, (Signed), , Attorney. Indorsement on above. against Execution to Otsego county, ...•. , attorney. Levy and collect dollars with.interest from the day of , 187.., besides your fees and poundage and return this execution in sixty days after its receipt by you to the clerk of the county of (Signed), Attorney. APPENDIX — FORMS. 301 No. 81. PETITION FOE ASSIGNMENT OF BOND OF ADMINISTKATOR. Surrogate's court, county of . In the matter of the estate of , deceased. The petition of , of the town of , in said county of , respectfully shows : That heretofore a decree was made in this court, on the day of , , 187.., in favor of your petitioner against , administrator of the goods, chattels and credits of , late of the town of , in said county, deceased, requiring and directing the said , to pay to your petitioner the sum of dollars, and cents, for the debt due from said deceased to your petitioner, and the further sum of dollars, and cents, for her costs of the proceedings, and thereupon the surrogate duly made a certificate of said decree, as required by law, and the same certificate was duly filed in the oflice of the clerk of the county of , and was docketed in the book required by law to be kept for the docketing of judgments, on the day of , 187.. ; and thereupon an execution was 302 EXECUTOR'S AND ADMINISTEATOE'S GUIDE. duly issued upon such decree certified as aforesaid to the sherijff of the county of ., , which exe- cution has been duly returned by said sheriff, wholly unsatisfied. Your petitioner begs leave to refer to such certificate and execution, certified copies whereof are hereto annexed. Your petitioner, therefore, prays that the bond given by the said , upon the granting to him of letters of administration of the goods, chattels and credits of said , deceased, may be assigned by said surrogate to your petitioner, to the end, that your petitioner's claims against the said , may be enforced and collected. And your petitioner will ever pray, etc. Dated, (Signed), Rensselaer county, ss, : , being duly sworn, says, that she is the petitioner named in the foregoing petition, and that "she has read the same, and knows the contents thereof, and that the same is true, of her own know- ledge, except as to the matters which are therein stated on information and belief, and as to those matters, she believes it to be true. (Signed), , Sworn before me, this -j day of ,187... J APPENDIX — FORMS. 303 No. 82. ORDEE ASSIGNING BOND OF ADMINISTRATOR. At a Surrogate's court, held in and for the county of , at the surrogate's office on the , of , on the day of , 187... Present — Hon , Surrogate. In the matter of the estate of , deceased. On reading and filing the petition of , showing, that heretofore a decree was made in her favor, on the day of , 187..., in this court directing ....* , administrator of the goods, chattels and credits of , de- ceased, to pay to the said , the sum of dollars and cents, and the further sum of dollars and cents, costs of the proceedings ; that a certificate of said decree, was on the day of 187.., duly docketed in the office of thfe county clerk, of the county of , and that an execution was duly issued thereon to the sheriff" of the county of , which said execution has been returned by said sheriff", wholly unsatisfied. Now, on motion of , Esq., of counsel for the petitioner, it 304 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. is ordered, that the bond, given by the said , as principal, with , and , as sureties, upon the appointment of the said - . , as administrator of the goods, chattels and credits of , deceased, dated and filed in the office of the surrogate of this county, on the day of , 186.., be, and the sameis hereby assigned to the said , petitioner. (Signed), Surrogate. No. 83. PETITION OF CKEDITOR FOR ORDER THAT AD- MINISTRATOR BE ORDERED TO MORTGAGE, LEASE, OR SELL REAL ESTATE. Surrogate's court, county of., To Hon surrogate of the county of The petition of of the of , respectfully shows as follows: Your petitioner is a creditor of , late of the of deceased, intestate: said intestate died indebted to your petitioner in the sum of : dollars and interest, upon a promissory note, made by him to your petitioner, or order, dated the day of , 1870, and payable ninety days after date. Said claim is justly due to your petitioner, no payments have been made thereon, APPENDIX — FORMS. 305 and there are no offsetts against the same to the know- ledge of your petitioner, and the same is not secured by judgment, mortgage upon, or expressly charged on the real estate of the said deceased. Letters of administration of the goods, chattels and credits of the said deceased, were duly issued by the surrogate of the county of , on the day of , 1870, to of the , and the same still remain in full force as your petitioner is informed and believes. On the day of , last past, the said rendered an account of his proceed- ings as such administrator, which said account has been settled before the said surrogate, and it appears from the said account, upon such settlement, that there are not sufficient assets to pay the debts of the said deceased. The said intestate died seized of the following de- scribed parcels of real estate, valued at the sums re- spectively affixed to each parcel, and occupied or not occupied as hereafter stated as to each ; that is to say (describe each parcel and names of occupants and value). is the widow, and and , are the heirs at law of said deceased, and all reside in the of. Your petitioner, therefore, prays that the surrogate will grant an order for the said , admin- istrator as aforesaid, to show cause why he should not be required to mortgage, lease or sell the real estate of the said deceased, for the payment of his debts, and 20 306 EXECUTOR'S AND ADMINISTEATOB'S GUIDE. that such other or further proceedings, according to law, may be thereupon had, as may tend to the relief of your petitioner and the payment of his claim afore- said. Dated, December 1, 1872. (Signed), county, ss: being duly sworn, says that the fore- going petition, by him subscribed, is true of his own knowledge, accept as to the matters which are therein stated on information and belief, and as to those matters he believes it to be true. Sworn, etc. (Signed), No. 84. OKDEE THAT ADMINISTKATOK SHOW CAUSE. At, etc. Present — Hon Surrogate. In the matter of the real estate of On reading and filing the petition of . a creditor of , late of the of , deceased, intestate. APPENDIX — FORMS. 307 r dered, that , administrator of the goods, chattels and credits of , late of the of , deceased, intestate, personally be and appear before the surrogate of the county of , at his office, in the of , on the day of next, at ten o'clock in the forenoon, then and there to show cause why he should not be required to mortgage, lease or sell the real estate of said deceased, for the payment of his debts. , Surrogate. No. 85. OKDEK THAT PEKSONS INTEKESTED SHOW CAUSE. At, etc. Present — Hon , Surrogate, In the matter of the real estate of , deceased. An order having been heretofore made, on the appli- cation of , of the of , a creditor of , late of the of , deceased, intestate, requiring , the administrator of the goods, chattels and credits of said deceased, personally to be, and appear before our surrogate of the county of , on this day. 308 EXECUTOE'S AND ADMINISTRATOR'S GUIDE. to show cause why he should not he required to mort- gage, lease or sell the real estate of the said deceased, for the payment of his dehts, and the said administrator having appeared, and having shown no cause to the contrary; Ordered, that all persons interested in the estate of said deceased, appear before the surrogate of the county of , at his office in the of , on the day of , 1872, at ten o'clock in the forenoon, then and there to show cause why authority should not be given to the said administrator to mortgage, lease or sell, so much of the real estate of the said , deceased, as shall be necessary to pay his debts. It is further ordered, that all persons having claims against said deceased, may appear and exhibit, and prove such claims at the time aforesaid, before said surrogate. , Surrogate. No. 86. ORDER FOR SALE ON THE APPLICATION OF A CREDITOR. At, etc. Present — Hon , Surrogate. Title, (as in No. 84), An order having been heretofore made by the surro- gate of the of , on the ap- plication of , of the of APPENDIX — FORMS. 309 ^ , a creditor of , late of the of , deceased, intestate, requiring , the adnainistrator of the goods, chattels and credits of said intestate, to appear before the said surrogate, on the day of last, to show cause why he should not be required to mortgage, lease or sell the real estate of said intestate, for the payment of his debts, and the said administrator, hav- ing appeared, and shown no cause to the contrary; and thereupon, the said surrogate having made a fur- ther order, directing all persons interested in the estate of said , deceased, to appear before him on this day, to show cause why authority should not be given to the said administrator to mortgage, lease or sell so much of the real estate of the said , deceased, as shall be necessary to pay his debts, and on reading and filing satisfactory proof by affidavit, of due publication of said order, and of the due service thereof, on every person in occupation of the premises of which a sale is desired, on the widow and heirs-at- law of the said deceased, and the said administrator having appeared this day, in person and by , his proctor, and , and , heirs-at-law, having also with the said , petitioner, appeared, and the proper proceedings, in due form of law, having been thereupon had, and the surrogate, upon due examination, being satisfied, that the said administrator has fully complied with the pro- visions of the statute, concerning the power and duties of executors and administrators in relation to the sale and disposition of the real estate of the testator, or 310 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. intestate; that the debt of the said ».., and other debts presented and proved before the said sur- rogate, and which the said surrogate has adjudged vahd and subsisting against the estate of the said de- ceased, and for the purpose of satisfying, which appli- cation is made to mortgage, lease, or sell, the real estate of the said deceased, are justly due and owing, and that they are not secured by judgment, or mortgage, or expressly charged on the real estate of the said de- ceased, and that the same amount to dollars, and cents, and that the personal estate of the said deceased is insufficient for the pay- ment of such debts, and satisfactory evidence having been given, that the said administrator has proceeded with reasonable diligence in converting the personal property of the said deceased into money, and applying the same to the payment of debts ; and having inquired whether sufficient moneys for the payment of such debts aforesaid, can be raised by mortgage or lease of the property of the deceased, or any part thereof; and it appearing that the moneys required cannot be raised by mortgage or lease, advantageously to the estate of the said deceased, and the said , admin- istrator as aforesaid, having executed a bond to the people of this state, with sufficient sureties, approved by the surrogate, in the penalty and with the conditions prescribed by the statute, which said bond is filed with said surrogate, it is ordered that the said , administrator aforesaid, sell the following described real estate, whereof the said intestate died seized, to enable him to pay the debts aforesaid, that is to say. (Description). APPENDIX — FOEMS. 311 And itis further ordered, that the said administrator may give to the purchaser at such sale, of any of the said real estate, a credit, not exceeding three years, for not more than one half of the purchase money of such rfeal estate, purchased by him, to be secured by a bond of said purchaser, and a mortgage upon the premises to him sold. And it is further ordered, that the said administrator make returns of all sales made by virtue of this order. In testimony whereof, the said surrogate has hereunto affixed his name, and the seal [l.s.] of this court, the day and year first above written. , Surrogate. No. 87. OEDBR THAT EXECUTOE OR ADMINISTRATOR MAKE AND PILE BOND FOR SALE. At, etc. In the matter of the real estate of It appearing by the records of this court, that the real estate of the deceased, is of the value of dollars, and that it is necessary to have the same sold for the payment of the debts of the said deceased, it is 312 EXECUTOR'S AND ADMINISTRATOB'S GUIDE. ordered, that , administrator of the goods, chattels and credits of said deceased, in conjunction with two sufficient sureties to be approved by the sur- rogate, execute a bond to the people of' this 8tate,^n the penal sum of dollars, conditioned as required by law. No. 88. OKDER APPOINTING FEEEHOLDER TO MAKE SALE. At, etc. Present — Hon , Surrogate. In the matter of the real estate of , deceksed. On filing the petition duly verified of , a creditor of the above named deceased, showing that the administrator, etc., of the said de- ceased, has refused and still refuses to execute the bond required in these proceedings by the order of this court, and nominating ...., a disinterested freeholder, to make such sale, it is ordered that be appointed to make such sale, on his filing the bond required by law. ,...., Surrogate. APPENDIX — FORMS. 313 FOEMS IN RELATION TO GUARDIANS AND WARDS. No. 89. PETITION FOR GUARDIAN OF MINOR OVER 14 YEARS OF AGE. To Moses Warren, Esq., Surrogate of Rensselaer county : The petition of A B, of the town of Lansingburgh, in the county of Rensselaer aforesaid, respectfully shows : That your petitioner is a resident of the county of Rensselaer, and is a minor over fourteen years of age ; that he was sixteen (16) years of age on the 15th day of May last ; that your petitioner is entitled to certain property and estate, and that to protect and preserve the legal rights of your petitioner, it is necessary that some proper person should be appointed the guardian of his person and estate during his minority. Tour peti- tioner therefore nominates, subject to the approbation of the surrogate, C D, of the town of Lansingburgh aforesaid, the maternal uncle of your petitioner (or, in no way related to your petitioner), to be suchguardian, and prays his appointment accordingly. And your petitioner, &c. Dated, April 15th, 1862. (Signed), A B. 314 EXECUTOR'S AND ADMINISTBATOR'S GUIDE. Rensselaer county, ss : A B, the foregoing petitioner, being duly sworn, says that he has read the forgoing petition, and knows the contents thereof, and that the same is true, to the best of his knowledge and belief. AB. Sworn before me, this day of ,1862, ;} Chas. J. Lansing, Justice of the Peace. Consent of 'Person to he Appointed. I, C D of the town of Lansingburgh, consent to be appointed the guardian of the person and estate of the above named minor, during his minority. Dated, April 15, 1862. CD. Affidavit as to Property . Rensselaer county, ss : E F, of the town of Lansingburgh, in said county, being duly sworn, says that he is acquainted with the property and estate of the above named minor ; that the same consists of personal property only, which does not exceed in value the sum of five hun- dred dollars; (that the same consists of real and per- sonal estate; that the value of the personal estate of said minor does not exceed the sum of five hundred dollars,) and {hat the annual rents and profits of the APPENDIX — FORMS. 315 real estate of said minor, do not exceed the sum of fifty dollars, or thereabouts. EF. Sworn this 15th day of April, \ 1862, before me. i Chas. J. Lansing, Justice of the Peace. No; 90. OKDERS FOR LETTERS OF GUARDIANSHIP. At, etc. Present — Hon , Surrogate. In the matter of the person and estate of A B, a minor. On reading and filing the petition of A B, of the town of in said county, from which it appears, that the said A B is a minor, over the age of fourteen years and under the age of twenty-one, and has no testamentary guardian and is possessed of cer- tain property, and asking for the appointment of as the guEtrdian of his person and estate ; and on reading and filing the consent of said to be so appointed: And the said 316 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. having filed Ms bond in due form of law to said minor with a penalty and sureties approved by the surrogate. It is ordered that said be appointed the guardian of the person and estate of said minor until he shall arrive at the age of twenty-one years, and that letters of guardianship issue accordingly. , Surrogate. No. 91. PETITION FOE GUARDIAN, MINOR UNDER FOUR- TEEN YEARS, BY MOTHER. To } Esq., Surrogate of the county of : The petition of Sarah Dean, of the eity of Troy, in the county of Eensselaer, respectfully showeth that your petitioner is the mother of James Dean, a imnor ; that said minor resides in the county of Rensselaer, and is under fourteen years of age ; that said James was ten years of age on the 14th day of August last past ; that said minor is entitled to personal property to the value of about four hundred dollars, as your petitioner is informed and verily believes, and that he is also seized of certain real estate, the annual rents and profits whereof do not exceed the sum of fifty dollars, and to protect and to preserve the legal rights of said minor, it is necessary that some proper person should be duly appointed the guardian of his person and estate. APPENDIX — FORMS. 317 Your petitioner, therefore, prays that you will ap- point John Dean of the city of Troy, in the county of Rensselaer, the guardian of the person and estate of said minor, until he shall arrive at the age of fourteen years, and until another guardian shall be appointed. And your petitioner will ever pray. Dated, this 15th day of April, A. D. 1862. Sakah Dean. Consent. I, John Dean of the city of Troy, county of Rens- selaer, do hereby consent to be appointedthe guardian of the person and estate of the above named minor diiring his minority. Dated, this 15th day of April, A. D. 1862. John Dean. State of New York, "I Rensselaer county, > Sarah Dean of the city of Troy, the above petitioner, being duly sworn, deposes and says, that the matters set fprth in the foregoing petition are true, as she is informed and verily believes. Sarah Dean. Sworn before me, this 15th \ day of April, A. D. 1862. J Moses "Warkbn, Surrogate. 318 EXECUTOR'S AND ADMINISTEATOR'S GUIDE. No. 92. PETITION FOR GUAEDIAN, BY RELATIVE, NOT ENTITLED. To jEsq., Surrogate of the county of : The peitjton of of the of in the county of , respect- fully shows : That your petitioner is the maternal uncle (or the friend, as the case may be) of James Dean, a minor; that the said minor resides in the county of and is under fourteen years of age, and was years of age on the day of last past, as your petitioner is in- formed and believes; that the relatives of said minors in said county of are his , mother, and his brother of full age, and his maternal aunt; that said minor is entitled to personal property of the value of about dollars, and that he is also seized of certain real estate in. this state, the annual rents and profits whereof do not exceed the sum of dollars (if the statements are not according to the per- sonal knowledge of the petitioner say, as appears by the affidavits hereunto annexed), and to protect the legal rights of said minor, it is necessary that some proper person should be duly appointed the guardian of his person and estate. Your petitioner, therfefore, prays that you will ap- point of the of APPENDIX — FORMS. 319 in the county of the guardian of the person and estate of said minor, until he shall arrive at the age of fourteen years, and until another guardian shall be appointed. Dated, this day of , 1872. (Signed), county, 88 : , being duly sworn, says that the fore- going petition, by him subscribed, is true of his own knowledge, except as to the matters which are therein stated on information and belief, and, as to those matters he believes it to be true. (Signed), Sworn, etc. Add Consent of Ouardian-io be appointed as in No. 91, and affidavits as to property if necessary. No. 93. OKDER FIXING HEAEING, AND lOR NOTICE. At, etc. Present — Hon , Surrogate. In the matter of , a minor. On reading and filing the petition of , praying for the appointment of , as guard- ian of said minor, and it appearing therefrom that 320 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. , and -. , are relatives of said minor, resident in this county : ordered, that the day of , be assigned for hearing the said matter at the surrogate's office in the of , at ten o'clock in the forenoon, and that at least six days' notice in writing, be given by said petitioner to said relatives, of the time and place of such hearing. (Signed), , Surrogate. No. 94. NOTICE OF HEAKING TO EELATIVES. Surrogate's court, county. In the matter , a minor. Take notice, that a petition has been presented to the surrogate of the county of , for the appointment of , a guardian of the person and estate of said minor, and that the said surrogate has assigned the day of , at ten o'clock, A.M., at his office in , as the time and place of hearing the said matter. (Signed), , Petitioner. To , mother, and of said minor. APPENDIX — FORMS. 321 No. 95. OKDER FOR APPOINTMENT. At, etc. Present — Hon , Surrogate. In the matter of , deceased. A petition of , having been heretofore presented to the surrogate, asking for the appointment of , as guardian of the person and estate of the above named minor, until he shall arrive at the age of fourteen years,, and until another guardian shall be appointed, accompanied with the consent of , to be so appointed, and it appearing that certain relatives of said minor reside in said county ; now on reading and filing proof of the due service of notice of the hearing in this matter, on such relatives, and none of them appearing (or, and , appearing, and the surrogate being satisfied of the propriety of the application), and the said , having filed his bond to said minor with a penalty, condition and sureties approved by the surrogate. Ordered, that said , be ap- pointed the guardian of the person and estate of said minor, until he shall arrive at the age of fourteen 21 822' EXECUTOR'S AND ADMINISTRATOR'S GUIDE. years, and until another guardian shall be appointed and that an appointment issue. ., Surrogate. No. 96. BOND OP GUAKDIAN. ' Know all men by these presents, that we, John Dean, Samuel Stiles and John Dae, of the city of Troy in the county of Rensselaer, are held and firmly bound unto James Dean of the city of Troy, afore- said, a minor, in the sum of two thousand five hundred dollars, to be paid to the said James Dean, his certain attorney, executors, administrators or assigns, to which payment well and truly to be made, we bind ourselves, our and each of our heirs, executors and administrators, jointly and severally, firmly by these presents. Sealed with our seals, and dated "1 this 15th day of April, 1862. J The condition of this obligation is such, that if the above boundea John Dean, shall faithfully, in all things, discharge-the duties of a guardian to the above named James Dean, a minor, according to law, and shall render a just and true account of all moneys and property received by him, and of the application thereof, and of his guardianship, in all respects, to any court having cognizance thereof, when thereunto re- APPENDIX — FORMS. 323 quired, then this obligation to be void,' otherwise to remain in full force and virtue. John Dean, [l. s.] Samuel Stiles, [l. s.] John Dob, [l. s.J Sealed and, delivered in presence of Moses "Warren. Rensselaer county, ss : Samuel Stiles and John Doe of the city of Troy in said county, being severally sworn, depose and say, and each for himself says, that he is worth the sum of two thousand five hundred dollars, over and above all debts due from, or liabilities incurred by him. Samuel Stiles, John Dob. Sworn before me this 15th \ day of April, 1862. J John L. Flagg, Justice of the Peace. State of ISTew York, 1 ' Vss: Eensselaer County, J On this 15th day of April, 1862, before me per- sonally appeared John Dean, Samuel Stiles and John Doe, to me known to be the persons described in and who executed the foregoing bond, and severally ac- knowledged that they executed the same. John L. Flagg. Justice of the Peace. Indorsed. Approved. ., Surrogate. 324 EXCEUTOE'S AND ADMINISTRATOE'S GUIDE. No. 97. GUAKDIANS' ANNUAL ACCOUNT, ETC., AND INVBNTOKY. Inventory. Surrogate's court, Eensselaer county : In the matter of A B, a minor. A just and true inventory of the estate and effects of the above named minor on the 1st day of April, 1862: Cash received of D, executor, etc., of C D, deceased, $350 00 1861. * Dr. John La Fountain, bond and mortgage, $200, interest one year, $14, 214 00 R. Thompson, bond and mort- gage, $300, interest sixmonths $10.50, 310 50 Ten shares Central Rail Road stock par value $1000, actually worth, 830 00 House and lot ISo. 164 Fulton street, Troy, valued at, 800 00 Farm in Sand Lake valued at, 2,000 00 $4,504 50 APPENDIX — FORMS. 325 Account. ' J K, guardian, in account with A B, a minor. 1861. Dr. April 1, To interest on La Foun- tain mortgage,... $14 00 Oct. 1, To interest on Thomp- son mortgage, 21 00 1862. Feb. 1, To dividend Central Rail Eoad, 3 per cent, 30 00 To 3 quarters' rent house, 164 Fourth street, 180 00 March 1, To 1 years' rent farm, in Sand Lake, 200 00 $445 00 Contra. 1861. Cr. April 10, By board paid J. H., 26 weeks at $2,... $52 00 July 1, By clothing purchased of J. N., 10 00 9, By hats purchased of G. F., 50 Oct. 1, By board paid J. H., 26 weeksi 52 00 10, By clothing of J.K,... 15 00 Carried forward...... $129 50 326 EXECUTOR'S AND ADMINISTEATOR'S GtTIDE, Brought forward, $129 50 1861. Oct. 1, By repairs 'So. 164 Fourth street, 8 60 1862. Feb. 10, By taxes 164 Fourth street, 12 00 By taxes farm in Sand Lake, 22 00 April 1, By interest on |350, un- invested 6 months, 12 25 Commission for receiv- ing income 2 J per- cent on $445, 11 12 Commission on paying out income 2| per cent on 195.37,... 3 87 Balance due estate, 234 64 $445 00 Rensselaer county, ss : J, K., of the city of Troy, being duly sworn, says that the above is a just and true inventory of the whole real and personal estate and effects of the above named minor, so far as the same have come to his knowledge, and a just and true account of his guardianship, and of the amount of property received by and remaining in his hands, invested by him on account of the said minor, and of the manner and nature of such invest- ment, and also his expenditures on account of the said APPENDIX — FORMS. 327 minor and his estate, (since his last annual account to this court). J K. Sworn before me, this 2d ) day of April, 1862. i M. W., Surrogate. No. 98. PETITION TO KEMOVE A GUARDIAN. To the Surrogate of the county of : The petition of of the of respectfully shows : That on or about the day of 187.., one was duly appointed by the surrogate of said county, the guardian of the person and estate of a minor; that the said , entered upon his trust and assumed control of the person and estate of said minor. And your petitioner further shows that since his ap- pointment, as aforesaid, the said .*... has become incompetent and an unsuitable person to perform the duties of such guardian, by reason of habitual intem- perance in the. use of alcoholic liquors, (or, that the said has wasted and continues to waste, and misapply the estate of said minors, or other cause) ; that your petitioner is one of the sureties of said as such guardian (or, a relative of said minor) 328 BXECUTOE'S AND ADMINISTRATOR'S GUIDE. Your petitioner, therefore, prays that an examination may be had in the premises, and that a citation issue to the said to the end that he maybe re- moved as such guardian and his appointment revoked. Dated, this day of , 1872, (Signed), county ss: being duly sworn etc. No. 99. OKDBE FOE CITATION THEKEIN. At a Surrogate's court, etc : Present — Hon ..., Surrogate. In the matter of the person and estate of ..... a minor. On reading and filing the petition of .^ , one of the sureties of , the guardian of the person and estate of the above named minor, setting forth that, the said , has become incompe- tent by reason of intemperance and praying for his removal. Ordered that a citation issue to the said requiring him to appear in this court to show cause why he should not be removed from his guardianship. , Surrogate. APPENDIX — FORMS. 329 No. 100. OKDER FOR REVOCATION. At a Surrogate's court, etc. Present — Hon , Surrogate. In the matter of the person and estate of , a minor.' On filing the citation heretofore issued in this matter, returnable this day, with proof of the due service thereof on the guardian of the above named minor and the said not appear- ing, (or, the said having appeared, and the surrogate being satisfied, after hearing the proof and allegation of the parties of the truth of the matters stated in the petition of in this matter. It is ordered that the said be removed from the office of guardian of the person and estate of said minors, and that his appointment heretofore made be revoked. Surrogate. 330 EXECUTOR'S AND ADMINISTBATOR'S GUIDE. No. 101. PETITION THAT GUAKDIAN GIVE NEW SUEETIES. To the surrogate of the county of, : The petition of of the town of , respectfully shows: That your petitioner is a relative of a minor, of said of : That on of about the day of , 1869, one was appointed by this court the guard- ian of the person and estate of said minor, and on such appointment , and uijiited with said as sureties in his bond filed in this court to said minor. That your petitioner is informed and believes that one of said sureties is becoming, or has became insolvent, as your petitioner is informed and verily believes, (or has removed, or is about to remove from this state ; or, that the said sureties are insufficient, for the reason that the estate of said minor, has increased very much in value since appointment of such guardian). Your petitioner, therefore, prays that your honor will inves- tigate the matter to the end that the said should give further sureties, or be removed from his guardianship. Dated, this day of , 1870. (Signed), Add verification. APPENDIX — FORMS. 331 No. 102. OKPEK FOR CITATION TO GIVE FURTHER SURE- TIES, ETC. At a Surrogate's court, held, etc. Present — Hon , Surrogate. In tlie matter of the person, and estate of On reading and filing the petition of , in behalf of said minor, setting forth that , one of the sureties of , the guardian of said minor, is about to remove from this state. Ordered that a citation issue to the said , requiring him to appear in this court, to show cause why he ■ should not give further sureties, or be removed from his guardianship. , Surrogate. 332 EXECUTOR'S AND ADMINISTEATOB'S GUIDE. No. 103. OKDEE FOE ADDITIONAL SUEETIES. At a Surrogate's court, etc. Present— Hon , Surrogate. In the matter of the person and estate of ., a minor. On the return of the citation issued to , the guardian of the person and estate of said minor, with due proof of the service thereof on said , and the said ....; , having appeared, and it appearing that , one of his sureties has removed from this state. Ordered, that said , give further sureties, approved by the surrogate, in a bond in the penalty of $ , to said minor vrithin days from this date. , Surrogate. APPENDIX — FOEfilS. 333 No. 104. OKDEK REMOVIN& GUAEDIAN, FOR NEGLECT TO GIVE SURETIES. At a Surrogate's court, etc. Present — Hon , Surrogate. In the matter of the person and estate of An order having been heretofore made in this matter on the day of , requiring , the guardian of the person and estate of said minor to give further sureties within days from that day ; now on reading due proof of the service of said order on the said , on the day of : ,1872) and the said , having neglected to give such further sureties. Ordered, that said , be removed from his trust as such guardian, and that a revocation issue under the seal of this court, of the letters heretofore ■granted to him. , Surrogate, 334 EXECUTOR'S AND ADMINISTEATOK'S GUIDE. No. 105. PETITION OE GUARDIAN TO BE ALLOWED TO RESIGN. To the Surrogate of the county of : The petition of , of the of , respectfully shows : That heretofore your petioner was, on the day of , 1868, duly appointed by the surro- gate of said county, the guardian of the person and estate of , a minor, and has, as your petitioner verily believes, conducted himself honestly in the exe- cution of his trust. That , and , are the next of kin of said minor, residing in this county above the age of fourteen years. That your petitioner is desirous of resigning his trust as such guardian, for the reason that he has re- moved from this state, (or is about to remove, or, other cause) and he prays that he may be permitted to render an account of his proceedings as such guardian, to the end that a successor may be appointed and your petitioner may be relieved therefrom. Dated, this day of , 1872. (Signed), .; {Verificaiion). APPENDIX — FORMS. 335 No. 106. OKDER FOR CITATION THEREON. At a Surrogate's court, etc. Present — Hon , Surrogate. In the matter of the person and estate of ., a minor. , the guardian of the person and estate of the above named minor, having presented his peti- tion to the surrogate, setting forth that he has con- ducted himself honestly in the execution of his trust, but has removed from this state. Ordered, that a citation issue to said minor, and to his next of kin re- siding in this county, requiring them to appear and show cause why said should not be at liberty to resign his trust. , Surrogate. No. 107. ORDER APPOINTING SPECIAL GUARDIAN. (Same as No. 9 which see.) 336 EXECUTOE'S AND ADMINISTEATOR'S GUIDE No. 108. ACCOUNT OF GUARDIAN. The account of an executor or administrator may readily be adopted .to answer his purpose, see form No. 64. No. 109. PETITION THAT GUARDIAN RENDER AN ACCOUNT. See form N'o. 60, petition that executor or adminis- trator account, which may readily be adopted. APPENDIX — FORMS. 337 FORMS IN RELATION TO DOWER. No. 110. PETITION FOR DOWER, BY WIDOW. To the Surrogate of the county of Rensselaer : The petition of M B, of the town of Schodack, in the county of Rensselaer, respectfully shows : That she is the widow of A B, late of said town, deceased; that she was lawfully married to said A B, in his life time, and lived with him as his wife until his death, on the 15th day of June, 1860 ; that the said A B, at the time of his decease, was seized of an estate of inherit- ance of and in the following lands and premises, situ- ated in the said town of Schodack, bounded and de- scribed as follows : On the north by lands of Barent Van Hoesen, east by lands of said Van Hoesen and Joseph Hare, south by lands of Joseph Hare, and west by lands of James Van Voorhies, containing one hundred' acres, be the same more or less. Your petitioner further shows : That A B, and, C B, children and heirs of said A B, deceased, claim to own said premises, and your petitioner verily believes that they are the owners thereof, subject to your petitioner's right of dower. Tour petitioner, therefore, prays that an order be made for the admeasurement of her dower in said lands 22 338 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. and premises and that three reputable freeholders may- be appointed for the purpose of making such admeasure- ment. And she shows that A B, the said child and heir of said A B, deceased, is a minor under the age of twenty-one years and over fourteen years old, and having no general guardian. Dated, Schodack, April 1, 1862. M. B. E. S. S., Atttmieyfor Belator. Rensselaer county, ss : M B, the petitioner above named, being duly sworn, says that the foregoing petition, by her subscribed, is true of her own knowledge, except as to the matters which are therein stated on information and belief; and as to those matters, she believes it to be true. M. B. Sworn before me, this 1st day I day of April, 1862. J M. K, Justice of the Peace. APPENDIX— FORMS. 339 No. 111. ORDEK APPOINTINa GUAEDIAN FOR MINORS. At, etc. Present — Hon , Surrogate. In the matter of the dower of a widow. , claiming to be the widow of , late of the town of , having filed her pe- tition for the admeasurement of her dower, and it appearing that and , heirs- at-law, of said deceased, are infants interested in the real estate described in said petition. Ordered, that , of the of .', a discreet and substantial freeholder, be ■ appointed guardian for said infants, for the sole pur- pose of appearing for and taking care of the interests of such infants in the proceedings in this matter. ^Surrogate. 340 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. No 112. NOTICE TO HEIES OE OWNEES. To C B, and A B, heirs-at-law of A B, late of the town of Schodack, deceased, and to all others claiming a freehold in the lands described in the annexed petition. Take notice, that a petition, of which the annexed is a copy, will be presented to Moses "Warren, Esq., surrogate of the county of Rensselaer, at his office in the city, of Troy, on the 25th day of April, 1862, at ten o'clock in the forenoon of that day, and that a motion will be then made that the prayer of the petition be granted. Dated, April 3, 1862. M. B. E. S. 8., Attorney for Petitioner. 113. OEDEE FOE APPOINTMENT OF COMMISSIONEES. At, etc. Present — Hon , Surrogate. In tie matter of the dower of a widow. On reading and filing the petition of the above named widow, praying for the admeasurement of her APPENDIX— FORMS. 341 dower ia the lands therein described, and proof of the due service of a copy of said petition with notice of the presentation of the same, and it appearing by proof duly taken, that said petitioner is the widow of , late of the of , deceased, and that the said ; , was in his lifetime seized of an estate of inheritance in the lands therein described. Now on motion of , attorney for the petitioner. Ordered, that , and , three respectable and disinterested freeholders, be and they are hereby appointed commissioners, for the purpose of making admeasuremeint in the following described land. (Description). And it is further ordered that said commissioners report to this court their) proceedings, on the day of next. , Surrogate. No. 114. EBPORT OF COMMISSIONEES. In tLe matter of the dower of M. B. To Moses "Warren, Esq., Surrogate of Rensselaer county : The undersigned, A B, C D, and E E, commis- sioners appointed by the surrogate of said county of 342 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Rensselaer, by order dated tlie 25th day of April, 1862, to make admeasurement of the dower of M B, above named, widow of A B, late of the town of Schodack, in said county, deceased, in the land and premises described in said order, and situated in said town of Schodack, do respectfully report : That having first been duly sworn, faithfully, honestly and impartially to discharge the duty and execute the trust reposed in us by said appointment, we met on • said premises on the 30th day of April, 1862, to dis- charge the duty and execute the trust aforesaid; having first given notice of our intention so to meet, to M B, C B, and J H, guardian of A B, who did appear at said time and place. Whereupon we caused a survey to be made of the premises, and a map to be made thereof, which map and survey is hereto annexed. And we do further report, that we have admeas- ured and allotted to the said M B, for her dower in the said lands and premises, the one-third part thereof, which is bounded and described as follows : (describing by metes and bounds, and designating the per- manent monuments), being the part designated on the said map, hereto annexed, by the letter A, and in- cluded within the red lines. The items of the charges of said admeasurement, including our fees, are as follows : Two days' service for each commissioner, $2 per day for each |8 00 One day's service of 8 D G, surveyor, 5 00 Carried forward, $13 00 APPENDIX — FORMS. 343 Brought forward, $13 00 Paid for chain and flag bearers, one day each, $1 per day 2 00 $15 00 "Witness our hands, this 12th day of May, 1862. AB,^ C D, I Commissioners. EF,J No. 115. APPEAL FROM DBCEEE OP SUEROGATE. Surrogate's court, county of Rensselaer : In the matter of proving the last will and testament of Eugene Bendon, deceased. A sentence and decree of the County Judge of Eens- selaer county, acting as surrogate, having been pro- nounced and entered in this matter on the 14th day of April, 1871,wherebyitwas decided, ordered, adjudged and decreed that the instrument in writing propounded for probate in this matter by Thomas Sausse, one of the executors named therein, bearing date the 25th day of July, 1868, is the last will and testament of Eugene Bendon, late of the city of Troy, in said county, deceased. 344 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. above named, and as sucli is valid as a will of real and personal estate, and whereby the same was admitted to probate and ordered to be recorded as a will of real and personal estate, and we, Thomas Bendon and Annie Kelly, heirs-at-law and next of kin to the said Eugene Bendon, deceased, feeling aggrieved by the said decree, we, the said Thomas Bendon and Annie Kelly, do hereby appeal from the said sentence or decree to the Supreme court, and pray that the pleadings, proofs and proceedings in the said matter may be transmitted to the Supreme Court to the end that such order may be made thereupon as shall be just. Dated, July 3d, 1871. Thomas Bendon, Annie Kelly. No. 116. BOND ON APPEAL. Know all men by'th^se presents, that we Thomas Bendon, and Annie Kelly, as principal, and and , of the city of Troy in the county of Eensselaer, as sureties, are held and firmly bound unto (naming the respondents to the appeal), in the sum of (not less than one hundred dollars), lawful money of the United States, to be paid to the said (respondent). To which payment well and truly to be made, we bind ourselves, our heirs, executors and APPENDIX — FOEMS. 345 administrators, jointly and severally, firmly by these presents. Sealed with our seals, and dated the "I third day of July, A. T>.; 18T1. / Whereas the above named Thomas Bendon and Annie Kelly, have appealed to the Supreme court from the sentence or decree of the County Judge of the county of Bensselaer acting as surrogate of said county, admitting to probate a. certain paper writing purporting to be the last will and testament of Eugene Bendon, late of the city of Troy, in said county deceased, which said sentence or decree is dated the day of ,1871. Now the condition of this obligations is such that if the said Thomas Bendon and Axinie Kelly, or either of them or their heirs, executor or administrator, shall prosecute this said appeal to efifect, and shall pay all acts that shall be adjudged against them, by the Su- preme court on such appeal, then this obligation to be void, otherwise to remain in full force and virtue. (Signed), Thomas Bendon, [l.s.] Annie Kelly, [l.s.] , [L-s.] , [L-S.] Rensselaer county, ss. : On this day of , 1871, before me personally came Thomas Bendon, Annie Kelly, and , to me known to be 346 EXECUTOK'S AND ADMINISTRATOR'S GUIDE. the same person described in, and who executed the foregoing instrument, and severally acknowledged that they executed the sanae. (Signed), ...., Justice of the Peace. Indorsed. I approve of the within bond, as to form, manner of execution, and the sufficiency of the sureties therein. (Signed), , Surrogate. No. 117. PETITION OF APPEAL TO SUPEEMB COUET. Supreme Court. Thomas Bendon and Annie Kelly Thomss Sausse and Peter Bran- nan, as executors of the will of Eugene Bendon, deceased, Catharine Kean, Bernard Kean, Caroline O'SuUiTan, Mary A. McGovern, Anna Brennan, Maria Nugent, the Society of St. Vincent De Paul, of Troy, St. Vincent's Female Orphan Asylum, the Troy Orphan Asy- lum, and the Catholic Male Orphan Asylum. To the Supreme court : The petition of appeal of Thomas Bendon and-Annie Kelly, appellants in the above entitled cause, by Me- APPENDIX — FORMS. 34 7 Clellan & Lansing, their attorneys, respectfully shows to this court : That the said appellants are heirs-at-law and next of kin of Eugene Bendon, late of the city of Troy, de- ceased ; That the said Eugene Bendon died at the city of Troy on the day of ,1870, aged seventy-two years and upwards, being, at the time of his death, the owner of real and personal property of the value of fifteen thousand dollars and upwards ; That after the death of the said Eugene Bendon, and on the 22d day of September, 1870, Thomas Sausse, named as one of the executors of the paper writing hereinafter mentioned, produced before the surrogate of the county of Rensselaer, and propounded to him for proof as a will of real and for probate as a will of personal estate, a certain paper writing purporting to be the last will and testament of the said Eugene Ben- don, deceased, bearing date the 25th day of July, 1868 ; That the appellants, your petitioners, and each of them, duly appeared before the said surrogate and contested the validity of said alleged will and its ad- mission to proof or probate as aforesaid ; That the proceedings before the said surrogate were duly continued from time to time, and on the 14th day of April, 1871, E. Smith Strait, Esq., county judge of Rensselaer county, acting surrogate, made and entered a decree in the matter aforesaid, in substance, that said paper writing, so propounded as aforesaid is the last will and testament of said Eugene Bendon, deceased, and ordering that the same be admitted to probate, and be recorded as a will of real and personal estate. 348 EXECUTOE'S AND ADMIN ISTEATOB'S GUIDE. And your petitioners, the said appellants, allege that the whole and every part of the said decision, order, judgment and decree (except such portion thereof as relates to the costs of the respective parties), is errone- ous, improper and illegal, and they have, in consequence, duly appealed to this honorable court. And the appellants, your petitioners, pray that said decision, order, judgment and decree of said acting surrogate, and every part thereof, except as aforesaid, may be reversed and annulled. And the appellants, your petitioners, further state that the persons, institutions, societies and corporations intended to be made defendants, respondents and par- ties to the said appeal, are as follows : Catharine Kean, Bernard Eean, Bernard Bendon, Caroline E. O'Sullivan, Mary A. McGovern, Anna Brennan, Maria ]S"ugent, the Society of Saint Vincent De Paul, of Troy ; the Troy Orphan Asylum, Saint Vincent Female Orphan Asylum, the Catholic Male Orphan Asylum, Thomas Sausse and Peter Brannan, as executors of the will of said deceased. And your petitioners pray that the persons, institu- tions, societies and corporations above named may answer this petition of appeal pursuant to law and the practice of this court, and that a hearing may be had on this appeal, and your petitioners may have such further or other relief in the premises as to the court shall seem just and equitable, Dated, July 3, 1871. Annie Kblly, Thomas Bbndon. APPENDIX — FORMS. 349 Rensselaer county, ss : On this 3d day of July, 1871, before nle personally appeared the above named Annie Kelly and Thomas Bendon, and severally made oath that they had heard read the foregoing petition of appeal and know the con- tents thereof, and that the same is true of their own knowledge, except as to the matters which are therein stated on information and belief, and as to those matters they believe it to be true. Daniel Dunn, CmCr of Deeds, Troy, N. Y. No. 118. ANSWER TO PETITION OF APPEAL. Supreme Court. Thomas Bendon and Annie Kelly, Appellants, Thomas Sausse and Peter Bran- nan, executors, etc., Eespond- ents. These respondents in answer to the petition of appeal herein, admit that a decree or sentence of the date, tenor and effect in the said petition of appeal set forth, was made by the surrogate of the county of Rensselaer : 350 EXECDTOE'S AND ADMINISTEATOE'S GUIDE. And these respondents are advised and believed, and submit that such decree or sentence is just and equitable. These respondents, therefore, pray that the said sen- tence or decree of the surrogate of the county of Rens- selaer may be affirmed, and that the said petition of appeal may be dismissed by this honorable court, with costs to be adjudged to these respondents. John Mokan, Attorney for Eespondenis. INDEX. Page. Abatement, general legacies abate when, 91 legacy for debt, not subject to, 91 dower," " " 91 piety, " " " 91 Account, executor or administrator de son tort liable to, 10 special administrator may be ordered to, 45 executor or administrator shall, for gain or loss, 73 of executor or administrator, to be filed on final settlement, 103 may be contested 103 referred to auditor or referee, 103 contested on final settlement 106 after, creditor may apply for sale, etc., of real estate 150 guardian to file annual, 173 guardian may be cited to by surrogate, 175, 174 cited to render .« 175 of guardian may be contested, 177 petition for order to, form of, 268 order that executor, render, form of, 370 allegations on contest, form of, 376 of executor or administrator, form of, 373 AccoxTNTiNG, contestants to have burden of proof, if inventory isflled, 67 creditors claim presented at first, not barred 73 by executors and administrators, 98 order for, how served, 99 on return of order, proceedings on 100 application for, when dismissed, 100 testamentary trustees may be ordered to, 133 may have, 133 proceedings on 133 of guardians, 173 352 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Page. AccoTTNTnirG, see final seitlmnent. Action, may be maintained by executor or administrator against unautliorized persons, 10 executor or administrator may have, 71, 70 in wljat courts may sue and be sued, ' 71 time of commencing in favor of estate extended, 73 against estate extended, 72 Admbasubement of dower, see Dower. ADMonsTRATiON with will annexed, to observe will, 35 how granted, and to whom, 39, 38 how granted on estate of non-residents 40 on applying for, another person may be joined, 40 with will annexed, granted, when all executors die, etc., 48 renunciation of right to, form of, 324 petition for, form of, 235 petition for, with will annexed, form of, 338 order for, with will annexed, form of, 331 order for, form of, 234 petition for revocation of, 335 See Letters of Adminis^ation. Administkatob de son tort, liabilities Of, 10 unauthorized power to account to 10 Ajdministratob with Will Annexed, to receive will, 37 power of to cease, on annulling of probate, 29 to account after annulling, 39 acts of before notice, valid, 39 cannot sell real -estate, 35 selling real estate considered trustees, 35 may be removed for neglect 35 appointed trustees to sell real estate, 35 Administrator, has no charge of real estate, 36 have no authority out of state 36 to take oath of office 43 before whom, 43 to file bond, 43 penalty of bond, 43 sureties of, may be required to justify, 44 bond of, to be proved or acknowledged, 44 special, See Collector. letters to, be revoked on proof of will, 49 acts of in good faith, valid, 49 if sureties become insolvent, citation to issue, 49 INDEX. 353 Page. Admujistbatob, if sureties remove from state, citation to issue, 49 insufficient " " " 49 may be cited to show cause, . . 49 may be enjoined 50 required to give new sureties, 51, 50 failing to give new sureties letters revoked, 51, 50 sureties of may apply to be released, 50 on application of sureties citation to issue to, 51 sureties of may be released, 51 effect of revocation of letters to 51 absent or non-resident, not accounting, effect of, 53 letters may be revoked for cause 53 acts of before revocation valid, 53 duty to make inventory 53 may have appraisers appointed 53 See Inventory. may have subpoena to discover property, 55 cannot collect rent accrued after intestates death, 57 may collect rent accrued before intestates death, 56, 57 claims of intestate, against, to be inventoried 61 are assets, . . .• 61 to retain one copy of inventory, 63 to file " " " 63 time to file may be extended 68 to verify inventory filed, 63 who may administer oath to, 63 to provide sustenance to widow when, 63 duty of as to sustenance to widow, 63 may be summoned to file inventory, 64 after summons may be attached, 64 . if summons to file inventory cannot be served, letters to be revoked, 65 may be charged personally with costs, 65 letters of may be revoked after thirty days imprisonment, 65 new may be appointed after revocation, 65 bond of may be prosecuted after revocation 65 liable for acts or omissions when, 65 imprisoned under attachment how discharged, 66 one or more may file inventory, 66 neglecting, to file inventory, not to interfere with estate, 66 where more than one, on filing inventory to have sole power, , 66 learning of property not before inventoried, duty of, 66 23 354 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Page. Administratob, advantages to, of filing inventory, 67 "burden of proof on, if inventory is not filed, 67 several, are in law but one person, 68 one of several may release mortgaged premises, 68 satisfy mortgage, 68 should keep estate fund separate, 68 one may retain assets from co-administrator, 68 mingling estate fund with their own, liable for losses, 68 may he required to deposit funds of estate, should collect money not drawing interest, 69 neglecting money liable for losses, ■ 69 may maintain action, 70, 69 may treat transfer without consideration as void, 70 liable to action for trespass of testator, 70 for waste of intestate, 71 may sue in aU courts, 71 be sued in all courts except Justices 71 bound to collect in reasonable time, is liable for not doing so, 71 liable only for gross or collusive negligence, 71 bound to collect of persons in other slates 71 may retain distributive share to satisfy debt 73 cannot sue co-administrator, 73 indebtedness of, to intestate, how settled 73 debtor to estate, may be charged on final settlement, 73 may sell at public or private sale, 73 on credit except in New York 73 with security, 73 selling without security liable for loss, ._ 73 cannot purchase at sale 73 purchasiug, liable for gain 73 not to seU specific articles unless necessary, 74 may delay sale to meet market 74 should give notice of vendue, 74 to compromise claim should get order of court, 74 should obtain order to advertise for claims, 76 must act on claims personally 76 paying interest, admits claims, 77 is trustee for creditors, 77 caimot be forced to pay debts in less than a year, 77 may require vouchers with claims 78 affidavit " " 78 doubting justice of claims should reject, 78 may agree to refer claims, 78 INDEX. 355 Page. Administrator, proceedings to obtain reference, 78 should offer to refer to save from costs, 79 may plead six months neglect to sue, in bar, 79 protected in paying after advertising, 79 not liable to pay intestates debts unless 80 personally liable on his own contracts, .81, 80 after expii'ation of year pays legacies, 83 debts 82 order of payment of debts, 83, 83 to pay debts due under U. S. Laws, 83 taxes assessed at decease of intestate, 82 not to pay taxes assessed after " " 82 to pay assessment confirmed at " " 83 judgments and decrees and other debts, 88 purchase money of real estate, 83 not to pay mortages 83 may pay funeral expenses, and what they are, 85, 84 judgment against gives no preference, 85 may pay debts not due, reserving rebate, 85 rent preferred by surrogate 86, 85 cannot revive an outlawed debt, 86 pay " " " 86 should take receipt 86 may plead in suit that others debts are unpaid 87, 86 execution cannot issue against except on order, 87 to pay his own debt must obtain order, 88, 87 ' how to obtain order to pay his own debt, 88 must swear to his own claim, 88 cannot compound claims for his own benefit 88 buy claims against creditor, 88 pay his own outlawed debt, 88 when estate abundant may pay debts, 89 bond of may be sued to enforce legacies, 91 after one year may be sued for distribution, 94, 93 before suit may have bond, 94 may be cited to pay distributive share 96, 95 ordered to pay distributive share before one year, 97, 96 should invest moneys so as to bear interest, 97 in what should invest, 97 may be ordered to account after eighteen months, 98 surrogate will cite to account on application of bail 98 proceeding to procure order to account, 99 order to account how served, 99 356 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Page. Administbatob, may be attaclied, 99 attached and not accounting, letters revoked, 99 may be charged personally with costs, 100) 99 contest right of petitioner for account, 100 apply for final settlement, when, 101 on final settlement, files his account 103 account of may be contested, 103 shall produce vouchers for debts, etc., 104 may be examined on oath 104 allowed items under twenty dollars, 104 items under twenty dollars to be sworn to, 104 may have allowance for losses, etc., 105, 104 not to make profit to himself on estate, 105 to account for gains '. 105 inventory pnma/flscie evidence against 105 may dispose inventory, 105 mixing estate funds with Ms own liable for interest, 105 cannot charge for services, . ., 105 commissions on pay for services 105 contestant of account, may allege what, 106 may be allowed claims inventoried as bad 107 where no inventory, whole estate charged to, 107 commissions how computed 109, 108 » where estate is $100,000,000 or more 109 to be allowed expenses, 109 cannot charge commissions on specific bequests, 110 acting as trustee, his rate of commission, 110 attorney, may have costs Ill cannot receive beyond commissions for services Ill whose letters were revoked may be cited 134 decree against may be docketed, 125 execution may issue against, on decree, 135 bond ofmay be sued after return" of execution, 135 attachment may issue against 135 proceedings on attachment against, 136 may file release of decree 138 apply for sale, etc., of real estate, 137 application for sale etc , to be made within three years,. . 138 file inventory before, 138 petition for sale etc., what to contain, 139 to be verified 139 - all administrators must join in petition for sale, etc 130 in real estate proceedings, may be sworn 133 INDEX. 357 Page. ADMrNiBTRATOB, in real estate proceedings, any person may oppose, 182 in real estate proceedings, should notify creditors, 133 to give bond before mortgage, or lease of real estate 136 sale 137 neglecting to give, freeholder may be appointed, 137 may sell real estate in parcels, 188 shall not be interested in purchase, 139 may give credit, 139 shall make report of sale, 139 to pay to surrogate, moneys after sale, 144 deliver securities to surrogate,. . . 144 may be attached for neglect 144 bond may be sued " " 144 compensations of on sale of real estate, 145 dying before sale &c., proceedings not to abate 145 may be reimbursed from proceeds ot real estate, 147 .after account, may be required to sell real estate, 150 proceedings by creditor against to effect sale, 150 may be required to show cause why he should not sell &c., 150 application against may be made after three years, 151 order to show cause, how served on, 151 oath of office of, form of, 226 bond of^form of, 227 petition to compel flliog of inventory by, form of, 249 order for summons to file inventory, form of, 350 order for commitment of, for not filing inventory, form of, 252 attachment against, form of, 253 order for revocation of letters for not filing" inventory, form of, 354 revocation of letters of, form of, 255 petition of, for leave to prove debt, form of, 359 order for citation to, form of, 264 order that he render account, form of, 270 petition of, for final settlement, form of, 271 account, form of, , '. . . . 273 petition for assignment of bond of, form of, 301 order for same, form of, 303 Admission, of service of citation may be made, 102 exer. or admr. does not revive claims outlawed, 182 Advancement, to be accounted for on distribution, 119 reckoned as part of estate, 119 if not equal to share, child advanced to take, 119 358 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Page. Advancement, if exceeding share, child excluded,. 119 release of distributive share on, valid, 130 maiutaining a child is not, 130 educating a child is not 130 provisions as to, not to apply when ^eal estate is devised,. 130 Affidavit to be made of service of citation, 81 of intention to file objections to issue of letters may be filed 30 of intention to object to issue of letters, form of, 313 to be indorsed on inventory, form of, 348 to annex to claim, form of, 358 account, form of, 374 Alien, cannot devise real estate 13 may make will of personal property , 13 not inhabitant of state cannot be executor, 13 non-resident, not entitled to administer, 41 widow of, entitled to dower 184 widow entitled to dower when, 184 Allegations against validity of will may be filed within ;a year, 38 to contest probate, form of, 331 order for citation on, form of, 333 to contest account, form of, 376 Allowances, may be made for expenditures, 104 losses 105 Appeal may be had from decision on rehearing of proof, 39 from order removing guardian, 179 from order requiring new sureties 180 may be had to Supreme Court from order fixing dower,. 195 from decree, form of, 343 bond on, form of, 344 petition of, form of, 346 answer to petition as, form of, 349 Appraisal, see Iniientory, 844 Appkaisbbs, two to be appointed to take inventory, 53 may be appointed as occasion requires, 53 to fix value of personal estate, 53 who should be appointed, 53 surrogate usually consults parties as to 53 to be disinterested, 53 to be sworn 54 may adjourn 54 ex'r. or adm'r. to exhibit property to 54 mode of proceeding, 55 INDEX. 359 Page. Appeaisees, to set apart articles to widow or children, 59, 58 have discretion only as to what shall be set apart, 60 neglecting to set apart, others may be appointed, 60 may be directed to set apart to widow 60 to state their judgment of claims, 61 to inventory claims against executor or administrator,. . , 61 order for, form of, 244 Assignment, petition for, of bond, fortn of, 301 Attachment may issue against special administrator 45 may issue against executor or administrator for not filing inventory, 64 may issue to enforce decree or order, 125 how issued and executed, 126 demand to be made before issue 126 copy of decree to be served before issue, 126 to issue on petition verified, 126 against executor or administrator for not filing inventory, form of, 253 Attestation clause not necessary, 4 AuDiTOE, may be appointed on final settlement, 103 Bail, may apply for order that administrator account, 98 See Seeurity. Bond, executor may be required to give, 34 if executor neglect to give, letters superseded, 34 husband to give on taking letters, 39 of administrator to be filed, 43 to be executed with two sureties, 43 penalty of, 43 execution of to be proved, 44 of executor or administratives may be prosecuted after revocation, 65 to be given on payment of legacy or distribution when, . . 94 to be given on payment of legacy before one year, 97 distributive share before one year, 97 on sale of real estate may be sued, 144 freeholder appointed, to give, 145 guardian to give 163 terms of, 164 of guardian to be filed, 164 may be prosecuted, 164 of administrator form of, 227 360 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Bond, on payment of legacy, form of, 366 on sale of real estate, form of, 381 petition for assignment of, form of, 301 order assigning, form of, 303 an appeal, form of, 344 Bkoteees, heirs or next of kin 17 when entitled to administration, 38 Bttkial, expense of, preferred 'claim, 11 See Funeral eteperises. Cebtificatb to be attached to will 36 of decree, may be filed in clerk's office, 135 on filing, creates lien on real estate, «. 135 execution may issue on, 135 form of, 397 CHiLDRBir, heirs, when, 17 next of kin, when, 17 when entitled to administration, 38 rights of in surplus of estate 115 Citation to attend pbobatb to issue, 19, 18 to whom directed, 19 how served, 20, 19 when published, 31 served by mail 31 proof of service, i 31 executor may have expenses on service 33 executor may employ persons to serve, 33 new to issue if first not served, 33 on return of, adjournment when, 33 shall issue on filing allegations against wUl, 38 on allegations terms of, 38 how returnable 38 after service executor to suspend, 39, 38 how served, 39 on application for administration how served, 43, 43 to be served on attorney general when, 43 executor or administrator to give new sureties, 50, 49 how served, 50, 49 on return of proceedings,. . .51, 50 to guardian how served, 180, 178 proceedings as on complaint for removal,. . . ' 179 issue to minor, on petition of guardian to resign, 181 proceedings on return of, 182 order for onproof of wUl, form of, 303 INDEX. 361 Page. Citation, to attend proof of will, form of, 303 proof of service of, form of, 304 order for on objections to issue of letters, form of, 314 to executor on petition for removal, form of,. . . 319 on filing allegations to contest probate, form of, 333 to widow, etc., form of, 233 to widow, etc., form of, 333 order for, form of, 339 to administrator to show cause why letters should not be revoked, form of, 340 order for, form of, 361 Claims, see debts. of deceased against executor or administrator to be inven- toried, 61 are assets, ... 61 advertising for, 68 to compromise executor or administrator should get order, 74 must show what to surrogate, 75 may be presented by letter, 76 against estate, to be advertised for, 76 need not be sworn to unless required 77 once admitted need not be again, presented, 77 must be presented personally, 76 power -to admit or reject cannot be delegated, 76 if interest be paid on, equal to admission 77 may be prosecuted, 77 . executor or administrator may require vouchers with,... 78 aifidavit with,. ... 78 reject, 78 proceedings for reference of, 78 rejected, barred unless prosecuted in six months, 79, 78 order of preference, in paying, 83, 83 allowed on final settlement directed paid, 104 sum may be retained to pay, on final settlement, 113 legality of, may be contested in real estate proceedings,. . 133 may be proved in real estate proceedings 133 proved to be entered by surrogate, 133 creditor may present on distribution, 147 may be contested, 147 order to advertise for, form of, 257 notice to creditors to present, form of, 257 affidavit to annex to, form of, 358 agreement to refer, form of, 259 362 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Claims, petition of executor for payment of, form of, 359 Codicil, form of, 199 Collection of estate, 199 OOLLBCTOB, unauthorized person to account to, 10 to be appointed when, 44 to take oath of office 7^ 44 must give bond, 44 duty, only collection and preservation, 44 may maintain action, 44 may sell under direction of surrogate, 45 conditions of bond of, 45 sureties of, liability, 45 may be ordered to deliver and account, 47, 45 must deposit moneys 46 shall not draw money without order, 46 to be appointed only on notice 46 not to sell property except by order, 46 notice of application for to be given 47 liable for interest, 47 petition for, form of, 330 Commitment, order for, for not filing inventory, form of, 253 attachment on, form of, 253 Commissions, to take proof may issue 35 all pay for services, 105 rate of allowance of, 109, 108 not allowed on specific bequests, 110 executor acting as trustee what he may have 110 not chargeable on legacies, Ill short rule for computing, 110 of testamentary trustees, rate of, 138 ofguardians 176 allowed on annual income, 176 income only, annually, 177 CoMMissiONBKS TO Admbasurb Dower, to be sworn, 191 . how to proceed, 193 to make report, 192 how to report 193 may employ surveyor, 193 may have time enlarged 193 report of may be set aside, 193 new may be appointed, 193 may report admeasurement not practicable 194 order confirming report of may be appealed from 195 INDEX. 363 Page- Compensation of executor and administrator, see Oommiasions, 108 Complaint may be made against executor 33 that executor is incompetent, 38 executor's circumstances are pnecarious, 33 executor lias removed fi'om state, 33 is about to remove from state, 33 proceeding on 33 against executor slibuld be on batli, 34 CoMPBOMiSES by executors or administrators 68 to authorize executor or administrator, should get order, 74 made under order, protects executor or administrator,. . . 75 benefit of order to authorize, 75 Consent to have third person joined in administration not re- vocable '. 41 of guardian to be given, .- 163, 163 of special guardian on proof of wUl, form of, 206 Contract, interest of deceased in, may be sold to pay debts, 154, 158 proceedings on sale, „ 151 bond to be taken of purchaser of, 154 money from sale of bond distributed, 155 Costs of admeasurement of dower had paid, 196 Conveyance to be made on sale of real estate, 141 requisites of, 141 Convict, cannot act as executor, 13 not entitled to administer 41 Ckbditob. may apply for probate, 16 entitled to administration with will annexed 33 when entitled to administration, 88 first applying entitled, 38 preferred to County Treasurer in administration, 39 public administrator preferrd in New York city, 39 may petition for return of inventory, 64 statute of limitations extended in favor of, 73 presenting claims at first accounting not barred, 73 must present claims to executors or administrators per- sonally, 76 need not swear to claims unless required, 77 may prosecute claims 77 executor or administrator may require vouchers from, ... 77 affidavit from 88 may collect claims of heirs, &c 80 order of preference in payment of, 83, 83 364" EXBCtTTOR'S AND ADMINISTRATOR'S GUIDE. Page. Ckeditok, with additional security, how to present 38 of involved firm, first prosecutes survivor, 84, 83 may have executor or administrator account, 98 how cited to attend final settlement, 103 may contest account of executor or administrator, 103 have decree for payment on final settlement, 113, 112 may present claim on distribution 147 claim of, may be contested, 147 may apply for order for mortgage, lease or sale, 150 proceedings on application, 150 notice to present claims, form of, 257 petitionof for payment of debt, form of, 263 receipt of, form of, 367 petitioti of, for accounting, form of, 268 petition of, for sale of real estate, form of, 304 Ceopb, widow may bequeath, 195 CoiTNSBL FEE, when allowed on settlement, 110 County Trbasukbr, when entitled to administration, 39 Damages, guardian suffering waste liable to treble, 169 widow entitled to for withholding of dower, 187 measure of, 187 Death, will takes effect upon, 1 of testator, on learning, duty of executors 7 Debts for funeral charges preferred, , 11 order of preference in paying ^3,82 due United States, entitled to preference, 82 taxes, " " 83 assessments, " " . , 83 judgments, " " 83 decrees, " " 83 other claims not preferred, 83 mortgages not to be paid as, 83 one not preferred above another of same class 85 due not preferred above those not dne, 85 judgment against executor or administrator gives no pre- ference 85 not due may be paid granting rebate 85 for rents may be preferred by surrogate 86, 85 when estate abundant may be paid without delay, 89 payment of may be enforced by surrogate, 95 proceeding for enforcement, 96 vouchers for payment of to be filed, 104 INDEX. 365 Page. Debts, proceedings to sell, etc., real estate to pay, 138 legality of may be contested in real estate proceedings,. . 133 may be proved in real estate proceedings, 133 proved, to be entered by surrogate, 133 what do not authorize sale of real estate 134 not due to suffer rebate 147 to be paid by surrogate from proceeds of real estate, 147 petition of executor for leave to prove, form of, 359 creditor for payment of, form of, 363 order for citation on petition for payment of, form of, . . . 364 petition for payment of before six months, form of, 365 order to advertise for, form of, 857 Decree, enrolled against deceased, preferred debt, 86, 88 fixes commissions and distribution 108 of surrogate, may be appealed from, conclusive only as to points stated in decree, 133 persons served with citation, 133 points settled by, 133 when enforced, 135, 134 certificate of, to be filed and docketed, 135 execution to issue on, 135 returned unsatisfied bond to be sued 135 attachment may issue to enforce, 135 how discharged, 137 against guardian, how discharged, 177 for final settlement, form of, 377 release of, form of, 380 certificate to be docketed, form of, 197 execution on, form of, 398 appeal from, form of, 343 Deed, on sale of real estate for debts, form of, 391 Demand, of dower, may be made within twenty years, 187 Dbposition, on proof of will, form of, 309 Descent of real property 17 Dbscenbants, distribution among, .' 115, &c. begotten before decease, to take, 119 DiSABiLiTT to act as executor, how removed, 14, 13 DiscHAKGE, of decree, how effected 137 form of, , 380 DiSTKiBTJTiVB SHABB, may be witheld to satisfy debt to intestate,. 73 how collected by suit, 94, 93 payment of, how enforced after six months, 96, 95 before expiration of year, 97, 96 366 EXECUTOR'S AND ADMINISTRATOR'S aUIDE. Page. DiSTRTBUTrvB Shaee, guardian may collect, 173 DiSTBiBUTiON of personal property 17 fixed by decree on final settlement, 113, 108 may be made of uncollected assets, Ill among creditors &c. fixed by decree, 113, 113 estates of intestates, 117, 114 share of widow on 115 children on, 115 other next of kin 115 to be equal, where persons entitled are in same degree,.. . 117 to be apportioned per gtirpes where degrees are unequal, . . 117 rule as to representation, 117 per stm-pea and per capita when 118 relatives of half blood take with, those of whole blood,. . . 119 descendants born after death of intestate to take, when,.. 119 advancements to be accounted for on, 130, 119 of estates of married women,. 130 of proceeds of sale of real estate, 147 Dbvtsbes distinguished from heirs at law, 17 may intervene on probate, 34 to receive wiU, when 37 not to be sued for debt of testator within three years 153 DrvQiiCE.for/adultery cuts off dower, 185 JJOWE^ how^ sausned iJl real estate sold, /. . 146 how admeasured 184 what is, 184 who entitled to, , 184 alien widow entitled to, 184 does not vest in certain cases 185 against mortgage for purchase money, 185 divorce for adultery bars 185 inchoate how cut off, 186 cut off by j oining in conveyance 186 jointure, 186 widow to have one year to act, 186 testamentary provision bars, 186 petition for not election, 186 may be demanded within twenty years on recovery of, widow entitled to damages, 187 lands, crop on may be bequeathed 187 may be admeasured by action, 187 petition to Supreme Court, 187 other courts, 187 INDEX. 367 Page, DowEK, statutory proceedings as to admeasurement, 183 admeasured on petition of widow, 188 petition for and notice to be served on lieirs or owners, 189, 188 guardians to be appointed for minors 189 heirs or owners may apply for admeasurement, 189, 190 proceedings on petition of heirs &c., 190 admeasurement of ordered, 190 proof on admeasurement, 191 freeholders appointed to admeasure, 191 refusing, to have others appointed, 191 duty of commissioners appointed, 193 report of commissioners, how made, 193 commissioners may employ surveyor, 193 time for report may be enlarged, , . . . 198 report may be set aside, 193 new commissioners may be appointed, 193 proceedings if admeasurement be not practlcabl*&c 194 widow may have income set off instead of, 194 order fixing income may be modified, 194 appeal from order confirming report of commissioners, . . 195 admeasurement may be controverted in an action, 195 widow recovering may occupy, lease &c., 195 costs of admeasurement, how paid 196 petition of widow for, form of, 387 appointment of commissioners, form of, 340 report of commissioners, form of, 341 Dktjnkabds, discharged from committee may act as executor,. . 14 DKUNKBinsfBss, renders incompetent to act as executor 13 incapacitates persons from administering, 41 degree of constituting incapacity, 41 Ejectment, widow may bring for dower, 195 Election, widow may have to take dower or legacy 186 petition for dower, not evidence of, 186 Execution, cannot issue against exr. or admr. until when 87 no appeal from order allowing, 87 if no assetts in hands of executor none can issue, 87 against executor, form of, 298 Execution op will, how done, 3, 3 ExECUTOB, powers and duties before probate, 7 may rellevehimself of trust, 7 remain passive 7 file renunciation, 7 368 EXECUTOR'S ANB ADMINISTRATOR'S GUIDE. Page. ExECUTOB, in case of renunciation of one, remaining ones to act, 7 duty before probate, regulated by statute 8 sball not dispose of estate, 8 may sell to pay funeral charges 8 may sell perishable articles, 8 before probate, not to interfere, except to preserve estate, 8 to take cliarge of estate, , . . 8 de son tort, liabilities of, 10 liabilities of unauthorized person, 10 unauthorized person to account to, 10 power to make will implies power to appoint, 13 who may serve as, 13, 12 person, incompetent to contract not competent, 12 infant, " " 13 alien not inhabitant of state, " " 13 convict of infamous crime, " " 13 drunkard, " " 13 improvident person, " *' 13 person in precarious circumstances, not competent, 13 need not apply for probate, 16 if all dead orincompetent, whomay act, 18 may be allowed traveling expenses, 32 may employ person to serve citation, 32 course on learning that proof is contested, 34 to receive wiU after proof, when 37 to be cited, on allegations against will, 38 power of, to cease on annulling of probate, 29 to account, after annulling of probate, 29 acts of, before notice of annulling, valid 39 renunciation of, treated, ' 30 may renounce, 31 renunciation, how effected, 31 may be summoned to qualify, 31 not appearing after summons, deemed to have renounced, 31 if all renounce, etc., administrator, with will annexed, to be appointed 31 if all incompetent, administrator with wUl annexed, to be, 33 may retract renunciation, 33 complaint may be made against, 33 that he is incompetent, 33 in precarious circumstances, ... 83 that he is about to remove from state, 33 INDEX. 369 Page. ExEOtTTOB, complaint may be made that he has removed from state, 33 proceedings on complaint against, 33 required to give security 34 summons to issue to, on complaint, 34 how served 34 if he do not give bonds, letters superseded, 34 if incompetent, letters superseded, 34 if improvident, bond required, 34 and administrators, if part die, etc., others to act, 48 all die' etc., new letters to issue, ... 48 sureties become insolvent, citation to issue, 49 sureties remove from state, to issue, 49 insufBcient, " 49 may be enjoined 50 required to give new sureties, 51, 50 failing to give new sureties, letters revoked, 51, 50 sureties of may apply to be released 50 on application of sureties citations to issue to, 50 sureties of may be released as to future acts, 51 effect of revocation of letters to 51 absent or non resident, not accounting effect of, 53 letters may be revoked for cause, 53 acts of before revocation valid, 51 duty of, in relation to inventory, 53 may apply for appointment of appraisers, 53 See inventory. may have subpoena to discover property, 55 cannot collect rent, accrued after testator's death, 57 may collect rent accrued before testators death, 57, 56 claims of testator against, to be inventoried, 61 are assets, 61 not released by will, 63, 61 not released from his own debt by bequest, 63 to retain one copy of inventory, 63 to file " " " " 63 time of to file may be extended, 63 to verify inventory filed , 68 who may administer oath to, 63 to provide sustenance to widow when, 63 duty of, as to sustenance to widow, 63 may be summoned to file inventory, 64 24 370 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. 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ExBCUTOB, after summons, may be attached 64 if summons to file inventory cannot be served, letters to be revoked, 65 may be charged personally with costs, 65 letters of may be revoked after thirty days imprisonment, . 65 bond of may be prosecuted after revocation, 65 liable for acts or omissions when, 66 imprisoned under attachment, how discharged 66 one or more may make inventory , 66 neglecting to file inventory, not to interfere with estate,. . 66 learning of property not before inventoried, duty of, 66 advantages of filing inventory, 67 burden of proof on contestants, if inventory is filed, 67 burden of proof on executor if inventory is not filed, 67 must show that he accounts for whole if no inventory is filed, 67 several, are in law but one person 68 one of several may release mortgaged premises 68 satisfy mortgage, 68 one may retain assets, from co exr., 68 should keep estate fund separate, 68 mingling estate fund with their own, liable for losses, 68 may be required to deposit fund of estate, 68 m another state can sell property in this state 69 should collect moneys not drawing interest, 69 neglecting to collect money, liable for losses, 69 may maintain action, 70, 69 treat transfers without consideration as void, 70 liable to actions for trespass of testator 70 executor of Uable as testator, '71 may sue in all courts 71 be sued in all courts except justices 71 bound to collect in reasonable time or liable, 71 liable only for gross or collusive negligence, 71 bonnd to collect of solvent persons in other states, 71 may retain legacy to satisfy debt 72 cannot sue co-executor, 72 debtor to estate may be charged on final settlement 73 may sell at public or private sale, 73 on credit except in New York, 73 with security 73 selling without security liable for loss, 73 cannot purchase at sale, 73 INDEX. 371 Page. Executor, purchasing, liable for gain, 73 not to sell specific articles unless necessary 74 may delay sale to meet market, 74 should give notice of vendue, 74 to compromise claim, should get order of court, 74 should obtain order to advertise for claims, 76 must act on claims personally, 76 paying interest, admits claim, 77 is trustee for creditor , 77 cannot be forced to pay debts under a year, 77 may be sued, -. 77 may require vouchers with claims, 78 affidavit, " " 78 doubting justice of claim, should reject, 78 may agree to refer claims 78 proceedings to obtain reference, , 78 should offer to refer, to save from costs, 79 may plead six months, neglect to sue, in bar, 79 protested in paying, after advertising 79 not liable to pay testator's debts, unless, 80 personally liable on contracts made by him, 81, 80 after expiration of year pays debts, 83 legacies, 83 order of paying debts 83, 83 not to pay taxes assessed after decease of testator, 82 to pay taxes, assessed at, " " 83 assessments confirmed at " " 83 judgments, 83 other debts, 83 not to pay mortgages, 83 to pay purchase money of real estate, 83 may pay funeral expenses, and what they are, 85, 84 judgment against, gives no debt preference, . , 85 may pay debts not due, reserving rebate, 85 rent on order of surrogate, 86, 85 cannot revive an outlawed debt, 86 pay " " " 86 should take" receipt, 86 may plead thatother debts are unpaid, 87, 86 execution cannot issue against, except on order, 87 to pay his own debt, must obtain order, 88, 87 how to obtain order for payment of his debt, 88 must swear to his own claim, 88 372 EXECUTOE'S AND ADMINISTRATOR'S GUIDE. ExECTJTOK, cannot puKhaee claim for Us own benefit, 88 buy claims against creditors, 88 pay Ms own outlawed debt, 88 may retain legacy to pay debt 89 specific bequests, may be delivered by, 89 sbould take receipt for, 90, 89 when estate is abundant, may pay debts and legacies 89 not to pay legacies within a year or less, 90 paying legacy within year, may take bond, 90 after one yeai' must pay legacies 91 may be compelled to pay legacy 91 bond may be sold, to enforce legacies, 91 after one year may be sued for legacy, 94, 93 before suit, bond to be given to, 94 may be cited to pay legacy, 96, 95 surrogate may order to pay legacy before one year, 97, 96 should invest moneys so as to bear interest, 97 in what should invest, 97 may be cited to account after eighteen months, 98 by surrogate, when minors are interested, . . 98 proceeding, to procure order to account, 99 order to account, how served, 99 may be attached, 99 attached and not accounting letters revoked 99 may be charged personally with costs 100, 99 may contest right of petitioners for account, 100 if petitioner have appearance of interest, order to stand, . . 100 may apply for final settlement, when, 101 on final settlement files his account 103 account of may be objected to, 103 shall produce vouchers for, debts, &c. 104 may be examined on oath, 104 may be allowed items under twenty dollars, 104 items under twenty dollars to be sworn to, 104 may have allowance for losses 105, 104 notto make profit on estate 105 to account for gains, 105 inventory prima facie evidence against, 105 may disprove inventory, 105 mixing estate funds with his own chargable for interest, . . 105 cannot charge for services, 105 commissions are pay for services, 105 contestant of account of, may allege what 106 INDEX. 373 Page. ExEClTTOR, may be allowed claims inventoried as bad, 107 where no inventory whole estate charged, 107 commissions, rate of computation 109, 108 where estate is $100,000^ or over 109 commissions to be apportioned, '. 109, 108 cannot charge commission on specific bequests 110 acting as trustee, his rate of commission, 110 acting as attorney may be allowed costs, Ill cannot receive beyond commission for services Ill notwithstanding settlement may collect assets, 132 be charged, 133 whose letters were revolted may be cited, 134 proceedings where one of two is guilty of inisconduct, . . . 134 decree against maybe docketed, 135 execution may issue against on decree, 125 bond of may be sued on return of executins, 135 attachment may issue against, 135 proceedings on attachment against, 136 may file release of decree 137 may apply for mortgage lease or sale of real estate, 138 application for sale, &c., within three years, 138 to file inventory before, 138 petition of for sale &c., what to show, 139 to be verified, 139 all exrs. should join in petition for sale &c., 130 in real estate proceedings may be sworn, 133 any person may oppose, 133 in real estate proceeding should notify creditors 133 to give bond before mortgage or lease of real estate, '. 136 sale of real estate 137 neglecting to give bond, freeholder may be appointed,... . 137 may sell real estate in parcels 138 shall not be interested in purchase -. 139 may give credit, 139 shall make report of sale, 139 to pay moneys to surrogate after sale, 144 deliver securities to surrogate, 144 may be attached and compelled to pay, 144 bond of, may be sued for neglect to pay proceeds of real estate, 144 dying before sale &c., proceedings not to abate, 145 compensation of on sale of real estate, 145 may be reimbursed firom proceed of real estate, 147 374 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Page. ExBCTTTOB, after account may be reqtiired to sell, etc., real estate, 150 proceeding by creditor against, to effect sale, 150 may be required to show cause why he should not sell etc., 150 application against, may be made after three years 151 order to show cause, how served on, 151 renunciation, form of, 200 oath of, form of, 310 petition that he be summoned to justify or renounce, form of, 215 summons to qualify or renounce, form of, ■ 216 ■ petition for removal of, after qualification, form of, 217 order that, be deemed to have renounced, form of, 217 citation to, on petition for removal, form of, 219 order superseding, form of, 320 petition to compel filing of inventory by, form of, 249 order for a summons to file inventory, form of, 250 summons to, to file inventory, form of, 351 order for commitment of, for not filing inventory, form of, 352 attachment against for not filing inventory, form of, .... 253 order for revocation of letters of, form of, 354 revocation of letters of, form of, 255 petition of, for leave to prove debt, form of, 359 order for citation to, form of, 364 order that he render account, form of, 370 petition of for final settlement, form of, 371 account, form of, 373 False Rbpbbsbntations, petition for revocation of letters issued on, form of, 235 Father, heir, or next of kin, when, 17 citation served on, when, 20 of intestate, rights of in surplus, 116 of infant may appoint guardian for, 158 Final Settlement, on, surrogate may set apart to widow, ... 60 contestants have burdenof proof if inventory is filed, ... 67 executor or administrator may be charged with his debt on, 72 by executor and adrninistrator, 98 executor or administrator may apply for, when, 101 petition for, what to state, 101 citation to issue for, 101 citation for, how served, 102, 101 when published 102 INDEX. 375 Page. Final Settlement, citation for, when served by mail, 102 persons cited to, may admit service 103 on return of citation, guardian appointed for minors, 103 executor or administrator to file his account 103 subpoenas may be issued on, 103 account may be referred to auditor, 103 in New York, referee may be appointed, 103 powers of referee on, 104, 103 claims allowed on, 104 vouchers for debts, etc., to be filed on, I04 executor or administrator may be examined on oath 104 allowance may be made on, for expenditures 104 , for expenditures not to exceed $500, 104 may be made for losses, etc., on 105, 104 inventory, prima fcida, evidence of value, 105 executor or administrator may be charged with interest on, 105 charged with gains on, 105 allowed for losses on, 105 contestant on, what may allege, 106 where affidavit to account is full, contestant has burden,. 107 on where no inventory, whole estate charged, 107 court on, governed by law and equity, 108 hearing on may be adjourned, 108 proof closed, surrogate makes decree, 108 decree on, fixes commissions, 108 distribution and legacies, 108 rate of allowance for commissions, •. . .109, 108 commission not allowed on specific bequests, 110 if part of estate remains to be distributed, course Ill on, surrogate may direct sale of assets, Ill sum may be retained on, to satisfy claim, 112 provisions of will may be declared null, on, 112 petition for, form of, 271 order for citation to, form of, 272 form of, account on 273 decree on, form of, 277 FoBFEiTTJHB, for not affixing residence, 3 by person signing testator's name, when, 3 FoKMS, will, 197 codicil, 199 renunciation of executor 200 petition for proof of will, 201 order for citation to heirs and next of kin, 203 376 EXECUTOE'S AND ADMINISTRATOR'S GUIDE. 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FoBMS, citation to attend, proof of will, 203 proof service of citation 304 consent of special guardian, 306 Order appointing special guardian, 306 petition for leave to intervene in proof, 307 Order that party may intervene, 308 deposition on proof of will, 309 oath of executor, 310 order admitting will to probate 311 for letters testamentary, 313 affidavit of intention to file objections, 313 objections to issue of letters testamentary, 313 order for citation on filing objections, ^14 petition that executor be sumtnoned, ' 315 summons to executor to qualify, 316 order that executor be deemed to have renounced, 317 application to remove executor, 317 order for citation to executor to show cause, or be super- seded 319 order superseding executor, 380 allegations to contest probate 331 order for citation on filing allegations, 333 order for revocation of probate 333 renunciation of widow or next of kin 334 petition for administration, 335 oath of administrator, 336 bond of administrator, . . .^ 337 petition for administration with will annexed 888 appointment of collector, 380 order for administration with will annexed, 331 citation to widow &c. 331 citation to vfidow &c., 338 order for administration 384 petition for revocation of letters, 385 order for citation on last, 889 citation to show cause why letters should not be revoked, 340 order for revocation of letters , 341 appointment of appraisers, 344 notice of appraisement 344 inventory, 345 aflfidavit to inventory, ; "348 Petition that executor file an inventory,. . , 349 order for summons to executor to file inventory 350 INDEX. 377 Page. Forms, summons to executor, to file inventory, 251 order for commitment, 353 attachment for not filing inventory, 353 order for revocation of letters for not filing inventory, . . 354 revocation of letters 355 order to advertise for claims, 357 notice to creditors to present claims, 357 afflda,vit to annex claims, 258 agreement to refer claim, 259 petition for proof of debt to executor or administrator,. . . 259 order for citation on last, 361 petition for creditor for payment of debt, 263 order for citation, on last, 364 petition for payment of debt before six months, 365 bond on payment of legacy, 366 benefit of creditor 367 receipt for legacy, 368 petition for order to account, 368 order that executor account, 370 petition for final settlement, 371 order for citation to attend final settlement, 373 executors account, 373 affidavit to account, , , 374 allegations to contest account 276 decree on final settlement, 277 release for discharge of decree, 280 petition for mortgage &c. of real estate, 281 order to show cause, 284 order to show cause, real estate, ..... 384 for appointment of special guardian, 285 bond on sale of real estate, 286 order for sale of real estate, 287 notice of sale, 389 report of sale of real estate 389 order confirming sale, , 290 deed of real estate .' 391 notice to widow to elect, 294 consent of widow to take sum in gross, 294 annuity table and rule, 396 ■certificate of decree to be docketed, 297 execution on surrogate's decree, 398 petition for assignment of bond of admr. , 301 order assigning bond, 303 378 EXCUTOR'S AND ADMINISTRAT GUIDE. Paige. PoBMS, citation that executor be ordered to sell real estate, 304 order that administrator show cause 306 > other persons show cause, 307 for sale on petition of creditor, 308 that executor file bond, 311 appointing freeholder to sell 312 petition for guardian, infant over fourteen, 313 order for appointment of guardian, 315 petition for guardian, infant under fourteen, 316 by relative 318 order fixing hearing, 319 notice to relatives, 330 Fbbbholdbk, surrogate may appoint to sell real estate, 137 to give bond before sale 138 duties of as to sale &c., 139, 138 to give bond, 145 may be appointed to mortgage or sell, 145 may be appointed on application of creditor, 153 appointed to admeasure dower, 191 FuNBBAi CHABGBs, executor may sell property to pay, 8 preferred 11, 84 what are reasonable, 84 where estate is abundant may include tomb stones, 84 allowed according to station of deceased, 84 in some cases may include mourning apparel 85 what are allowed, 85, 84 vouchers for to be filed, -, 104 Gamblbb, professional, incompetent to act as executor, 14 GuABDiAN, citation served on, when, 20 may not waive any formality, 32 special must appear in person, 24, 23 of infant to take letters, 41 maybe enjoined 50 required to give new sureties 50 failing to give new sureties, letters revoked, 50 letters issued to on false representation revoked 51 becoming drunken, letters revoked, 51 improvident " " 51 letters of may be revoked for cause 52 legacy over fifty dollars to be paid to, 92 to give additional security for legacy 92 may have suit for legacy or distributive share, 95 INDEX. 379 PBge. GuABDiAN, to be cited on final settlement, 103 distributive share to be paid to, 131 not to be interested in purchase of real estate, 139 and ward, 158 stand in place of father,.., 158 may be appointed, by whom, 158 father, 158 surrogate 158 Supreme Court, 158 consent of mother to appointment necessary 158 powers of, appointed by father 159 to have custody of person and estate, of ward, 160 may sue for wrongs, 160 liable to be removed, by Supreme Court, 160 may be compelled to account by Supreme Court 160 give security, 160 acceptance of trust, how inferred 160 may be appointed by Supreme Court, 160 appointed by Supreme Court, may be removed, 161 compelled to account, 161 continues until majority,. . 161 ■frhen father is living, 161 appointed by surrogate, 161 to give bond 163 terms of his bond, 164 maybe sued on bond, 164 powers of, appointed by surrogate, 164 to attend to nurture of ward, 165 not to permit ward to remain idle, 165 allowed for education and support, 165 not liable for necessaries furnished ward 166, 165 maybe removed 166 power of, as to personal estate 168 real estate, 166 to collect personal estate, 166 to lease real estate, 166 liable not leasing real estate, 166 cannot mortgage or sell real estate, 167 may agree to partition of real estate, 167 general powers of, 168 not to suflfer waste, 168 to repair real estate, 168 answerable to ward, 169 380 BXECTJTOR'S AND ADMINISTRATOR'S GUIDE. Page. GuAEDLAN, suffering waste to pay treble damages 169 ■ cannot substitute himself for ward, 169 liability to ward, 170, 169 rate of interest against, 170 duty of, as to services, » 170 commission of, pay for services, 170 may be allowed for board of ward, 170 to expend only income, 170 may get autbority to expend principal, 171 bound to fidelity, and ordinary diligence, 171 appointed in another state, no authority in this 171 this state, no power in another, 171 to give security for legacy, 173 receive and collect distributive share of, 173 appointed by deed or wiU to account to court 173 to file annual account and inventory, 173 how compelled to account, 173 removed, 173 annual accounts, duty of surrogate to examine, 174 fuller account may be required of, 174 surrogate may remove for neglect to file, 174 may be cited to account,. .• 174 apply for citation to ward, 175 on settlement to make full account, 175 to account for interest, 175 may appear with ward without citation, 175 compensation of, 176 rate of commissions, 176 performing extra" services, allowance to 176 may charge annual commissions 176 annual commission only on income, 177 should file vouchers, 177 verify account by oath, 177 account of can be contested, 177 decree against, can be discharged 177 complaint may be made for incompetency, 177 wasting estate 177 forremoving, 177 insolvency, ground of removal 178 intemperance, " " " 178 misconduct " " " 178 marriage of woman, ground for removal, 178 citation to show cause, how served on, 178 INDEX. 381 Page. GuABDiAJSi, sureties of becoming insufficient, new required,. . . . 179 new sureties required, 180 liable to remove for neglect, 180 may resign, , .' 181 ma^ petition surrogate for leave to resign, 181 proceedings thereon, 181 proceedings on application for leave to resign,. 183, 181 shall render account, 183 may resign on delivery of property and assets 183 on resignation to take duplicate receipts, 183 new guardian appointed on resignation, 183 of minors entitled to notice in dower proceedings, 189 court may appoint in dower proceedings 189 special, consent to be appointed on proof of will, form of, 206 order appointing, form of, 306 special, order in real estate matters, form of, 385 petition of infant for, form of, 313 order for letters to, form of, 315 order for appointment of, form of, 831 bond of, form of, 332 account, annual, and inventory of, form of, 337 petition for removal of, 334 order for citation to, form of, 328 order for revocation of letters to, form of, 338 revocation of letters of, form of, 339 petition for new sureties, form of, 330 - order for citation to, form of, 331 for new sureties, form of, 333 removing guardian, form of, 333 petition of for leave to resign, form of, 334 order for citation on petition of, form of, 335 account of, form of, 336 petition to compel account of, form of, 336 order appointing in dower proceedings 339 Habitual dstjnkakds. See drunha/rds Handwritinq, proof of testator and of witnesses, 35 Hbies-at-law, names &c., to be given on application for probate, 16 defined, 17 of full age may waive citation, 31 Hbiks, rights of, not impaired, 58 service, before sale of real estate, 131 not to be sued for debt of ancestor within three years,. . . 153 382 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Page. Hbibs, entitled to notice in dower proceedings, 188 may have dower admeasured, 190 Husband, entitled to administer on estate of wife, 39 shall give bond, 39 liability of, as administrator, . . .■ ; 40 rights of, in estate of wife 130 Idiots may not make wills, 1 how served with citation, 20 Ignobance constitutes incompetency to act as executor, 13 Illegitimate pebsons, heirs and next of kin of, 18 children to take, when, 18 Illness of guaedian, p'ound for resigning, 183 Impbovidbnoe, constitutes incompetency to act as executor,. . 13 incapacity to administer, ' 41 Inchoate dower, how cut off, 186 Infant, cannot act as executor, i 12 coming of age, may act as executor, 14 how served with citation, 30 guardian of, may not waive formality 32 special guardian, on probate, 28 when entitled to administration, guardian to take,. ..... 41, 38 letters to guardian of revoked, when, HI articles to be set apart to in inventory, 59, 58 legacy to, under fifty dollars may be paid to father 92 over fifty dollars paid to guardian, 93 with no guardian, legacy to be invested by surrogate 92 security to, on payment of legacy to guardian 93 duty of surrogatfe, as to securities taken by him , 93 entitled to securities on coming of age, 93 dying before of age, securities go to executor or adminis- trator ^ 93 guardian of, may sue for legacy or, distributive share 95 interested in final settlement, how served, 103 special guardian to be appointed on final settlement 103 interest on legacy to, how computed 113 distributive share of, how paid 121 how served with order on sale of real estate 131 on sale of real estate to have special guardian, 132 guardians of, not to have interest in purchase, 139 moneys due to, from real estate, how disposed of, 148 to be invested, 148 securities how kept,. . . . 149 INDEX. 383 Page. Infant, guardian may be appointed for, 158 by father 158 by surrogate 158 by Supreme Court, 160, 158 power of guardian of appointed by father 160, 159 over fourteen years old, may apply for guardian,. ... 161 petition of, for guardian what should state, 163 under fourteen years, relatiye may apply for guardian, . . 162 notice of application to be given, . . 163 guardian of, to give bond, ; 163 may choose new guardian, 165 not to be permitted to live in idleness 165 guardian of, not liable for resources of, 166, 165 guardian of, to collect personal estate, 166 loan real estate, 166 real estate of, may be sold, 167 recover for selling 167 estate of, to be kept by guardian 168 responsibility of guardian suffering waste, 169 may have benefit of transaction of guardian 170, 169 rate of interest against guardian of, 170 guardian of, may not expend capital, 170 for education, etc., authority may be given to expend capital, 171 guardian of, no power in another state, 171 guardian, to give security for legacy to 173 collect distributive share of, 173 guardians of, to file annual account, 173 inventory,. '. 173 guardians, how compelled to account, 173 removed, 173 guardian of may be required to file fuller account,. ...... 174 removed for not filing account, 174 coming of age, may cite his guardian, 175 be cited of guardian, 175 may appear with guardian without citation, 175 account of guardian of to be full, 175 commissions of guardian of, and rate, 177, 1 76 complaint against guardian, and removal, 178, 177 guardian's sureties may be renewed, 180, 179 marriage of, cause for relief of guardian, 181 may be cited to show cause why guardian should not resign, 181 384 EXECUTOR'S AND ADMmiSTRATOR'S GUIDE. Page. InrPAUT, guardian of may resign, 181 new guardian appointed for, 182 guardian of, entitled to notice in dower proceedings, 189 court will appoint guardian for in dower proceedings,. . . 189 consent of special guardian for, form of, ^06 order appointing " " " " " 206 order for special guardian for iu real estate matters, form of, 285 petition of for guardian, form of, 313 petition for guardian for, by mother, form of, 816 by relative, form of, 318 Insanb pessons, how served with citation 20 Incompetency of guardian, ground of removal, 177 IsrsoLVBNCT of guardian, ground for removal, 178 Intempebaucb of guardian, ground for removal, 178 Interest, executor or administrator may be required to deposit funds so as to earn, 68 should be obtained on moneys in hand 97 executor or administrator to pay interest on estate, when, 105 computed on legacies, how, 113 citation of authorities in various cases, 114, 113 rate of, against guardian, 170 guardians to account for, 175 Intervene, petition for leave to, form of, 207 order for leave to, form of, 208 Intestate, letters of administration granted on estate of, 36 is one who leaves no will, 36 Inventory, duty of executor and administrator to take, 53 not necessary always to file, 53 two or more may be made, 54 notice of appraisement to be served, 54 to be posted 54 before taking, appraisers to be sworn, 54 appraisers may adjourn, 54 executor or administrator should arrange property, 54 how to be made 56, 55 whatto state, 56,55 each article to be stated separately, 55 value of each article to be stated, and how, 55 leases for years to be stated in, 55 interest in lands held from year to year 55 estate for life of another person, 55 interest in term of years, 55 inlands derived for term of years, 56 INDEX. 385 Page. Inventory, to included, trade fixtures, 56 crops growing, 56 produce raised annually 56 rent accrued to deceased, 56 to state, debts secured to deceased, 57 bonds, notes, stocks, etc., 57 money and things in action, 57 partnership property, how, 57 articles to be set apart to widow in, 59, 58 children in, 59, 58 articles to be set off to widow or minors, 59,58 to contain particular statement of notes, etc., 60 manner of stating assets, , 60 to class claims as good and bad, eta, 61 if no moneys, fact to appear in,.,. 61 claims of deceased, against exeicutor or administrator to be stated in 61 two copies to be made and signed, 63 one copy to be retained, ....'. 62 filed with surrogate, 62 surrogate may allow more time to file, 62 to be verified by oath, 62 who may administer oath, 62 return of, how compelled 64 executor or administrator neglecting to return, may be summoned, '64 after summons may be attached, 64 letters may be revoked for not filing, ' 65 executor or administrator not filing, not to interfere with estate, 66 returning to have full power, 66 new to be made on discovery of new property, 66 making and filing of new, how enforced, 67, 66 advantages and necessity of, 67 fixes prima fade value, , 67 contestants have burden of proof to surcharge it, 67 when more is made, burden of proof on executor and ad- ministrator ^ 67 prima fade evidence of value, 105 may be contradicted, 105 may be surcharged on final settlement, 106 effect of as to value of claims, 107 guardian to file annual, 173 25 386 EXECUTOR'S AND ADMINISTRATOE'S GUIDE. Page. Inventobt, notice of making, form of, 244 form of, 245 affidavit to, on filing form of,. , 248 petition tliat executor be compelled to file, form of, 249 order for summons to executor to file, form of, 350 summons to executor, to file form of, 351 order for commitment for not filing, form of, 353 attachment for not filing, form of, 253 order for revocation for not filing, form of, 355 Investments, rule as to, 97 Judgment against deceased, preferred debt, 86, 88 lands sold subject to 141 sale, surplus moneys on, to be paid to surrogate, 149 Lands, contract for purchase of, may be sold, 153 see real estate. Lease of Real Estate, may be made to pay debts, 138 bond required on, . . .' 136 Lease, guardian has power to, 169 petition for, form of,. 281 Legacy, may be withheld to satisfy debt of legatee, 73 specific may be delivered, i 89 may be retained to pay debt, 89 not to be paid within a year, unless directed by will,. ... 90 when paid within a year, bond to be taken, 90 terms of bond, when paid within a year, 90 to be paid absolutely after expiration of year 91 subject to abatement, when ■ 91 what is not subject to abatement 91 payment of, how enforced ' 93, 91 when under fifty dollars may be paid to father, 93 over fifty dollars to be paid to guardian 93 if no guardian invested by surrogate, 92 may be sued for after one year, 94, 93 before suit for bond to be given, 94 suit may be had for, by guardian 95 payment of, may be decreed by surrogate, . . 96, 95 proceedings before surrogate to collect, 96, 95 vouchers for, to be filed, 104 interest how computed on various cases 113 security to be given for, by guardian, 172 bond on payment of, form of, 366 INDEX. 387 Page. Legacy, receipt for, form of, 268 Lb&atbb, distinguished from next of kin, 17 may intervene on probate, 24 to receive will, when, 27 residing in this state, to be cited on allegations, 28 residuary entitled to administration with wiU annexed,. 32 principal " " " " " " 32 specific, " " " " " " 83 entitled to notice of appraisement, 54 may attend appraisement, 55 may have return of inventory compelled, 64 may have order that executor account, 98 how cited to attend final settlement 102 may contest account of executors 103 objections by, 108 receipt of, form of, 368 petition of, for accounting, form of, 268 Letttks of Administeation with will annexed, granted when, 32 who entitled,. 33 if executors su- perseded,... 34 extend only to assetts in the state, 35 three forms of, 36 letters of collection, 86 with will annexed, 36 granted in intestates estate, when 36 jurisdiction of surrogate to grant, 37, 36 on application for, proof to be produced 87 surrogate must examine applicant 37 may examine other persons, 37 proof included in petition for, 38 to whom granted, and order of priority, 38 males preferred to females, 39 relative of whole blood, preferred, 39 unmarried woman preferred, '. 39 where several apply for discrection of surrogate, 39 husband entitled to, 39 not to issue to relative not next of kin 89 on issue to husband he shall give bond, 39 how granted on estates of non residents .■ . . 40 person entitled may have another joined, 40 consent, to have another person joined by petition 40 not to issue to convict 41 388 EXECUTOE'S AND ADMINISTEATOE'S GUIDE. Page. Lbttkbs of Admhtisthation. one incapable of contracting, not to take, 41 non resident alien, not to take, 41 minor, " " " 41 drunkard, " " " ,41 improvident person, " " " 41 one lacking understanding, not to take, 41 on application for, only statutory causes exclude, 41 may be refused to ignorant person 43 before issue renunciation, when filed, 43 citation to issue on application for, 43 citation on application for, how served 43 to issue on filing of renunciation, 43 on return of citation, 43 on taking oath, 43 on filing bond 43 special to issue, 44 See Collector. when new to issue 48 to be revoked if will be proved, 49 revoked, when issued on false representations, 51 when administrator becomes drunJsen, 51 improvident, &c.,. . 51 may be revoked for not filing inventory , 65 may issue after revocation, 65 after revocation supersede former letters, 65 give power only in this state, 69 renunciation of right to, form of, 334 petition for, form of,: 325 order for, form of,. 234 petition for revocation of, form of, 385 citation to show cause on revocation of, form of, 340 order for revocation of, form of; 341 revocation of, form of, 354 revocation of, form of, 355 Letters tbstamentaby, objection to issue of, 18, 13 idiot cannot take 14 convict cannot take, 13 habitual drunkard cannot take, 13 alien non-resident connot take, 13 improvident person cannot take, 13 person in precarious circumstances cannot take, 13 gambler cannot take, 14 JNDBX. 389 Page. IjETTRBS OF ADMINISTRATION, married woman may take, 13 objections to issue, how tried, 14 how removed 13 addressed to discretion of surrogate, . . 15 decision of surrogate on issue, appealable, 15 may issue forthwith, when, 31 grantingof, 30 may issue, 30 objections to issue may be filed 30 to be stayed on filing of affidavit, 30 objections to issue to be tried, 30 to issue after oath of ofllce, 31 on will of testator without the state, 32 after issue complaint may be made, 33 superseded if executor do not give bond 34 extend only to assets in the state, 35 general provisions, 48 when executor become lunatic, 48 when revoked as to one executor, other to act, 43 when executor is convicted of crime 48 give power only in this state, 67 order for issue o^ form of, 212 affidavit of intention to object to issue, form of, 212 objection to issue o^ form of, ; . 213 order for citation as objections, form of, 214 order for revocation of, form of, 254 revocation of, form o^ 255 Ijimitations, statute of, extended in favor of estates, 72 creditors, 72 not available when, 73, 72 short statute of six months, 79, 78 waived by negotiations 79 creditor barred by, may sue heirs, etc., 80 statute of, executor or administrator cannot waive, 86 may be pleaded by any party, 86 executor cannot pay his own debts, barred by, 88 may be pleaded by any person, 88 BOt/a defence, when, 89, 88 may be interposed on claim for legacy, 95 in real estate proceedings, 132 claim barred by, not revived by admission, 132 as to dower proceedings, 187 Ltjnatic, how served, with citation, 20 discharged from comnHttee, may act as executor, 14 390 EXECUTOR'S AND ADMINISTRATOK'S GUIDE. Page. Mabinbes, may make unwritten will, 3 may make nunioipative will at sea 5 when considered at sea, 5 Makkied Women, may not bequeath property acquired before 1848, : 1 may make will, 1 competent to act as executors, 13 may give bonds, IS dying intestate, husband to take letters, 39 may take letters as if unmarried, 41 distribution of estates, of, 121, 120 Mabbiage of women guardian, ground for removal, 178 of ward, cause for relief of guardian, 181 what is ^wma/oci* evidence of, 191 MiNOB, cannot act as executor 12 Coming of age, may act as executor 14 how served with citation, 20 guardian of, may not waive formality, 23 special guardian to be appointed for, on probate, 33 special guardian to be appointed for, ^9 when entitled to administration, guardian to take, 41, 38 letters to guardian of, revoked when, 51 articles to be set apart to, in inventory, . ' 59, 58 legacy to, under fifty dollars may be paid to father 93 over fifty dollars may be paid to guardian, ... 98 with no guardian, legacy to be invested by surrogate,. ... 92 security to, on payment of legacy, 93 duty of surrogate, as to securities for legacy, 93 entitled to securities on coming of age 93 dying before of age securities go to executor or adminis- trator, 93 guardian of, may sue for legacy or distributive share,. ... 95 interested in final settlement, how served 103 special guardian to be appointed on final settlement, 103 legacy to, how interest computed on, 113 distributive share of, how paid, 121 how served with order on sale of real estate, 131 on sale of real estate to have special guardian, 132 guardian not to have interest in purchase 139 moneys due to on real estate sale, how disposed of, 147 to be invested, 148 securities, how kept, . . 149 general guardians may be appointed for, 158 INDEX. 391 Page. MiNOB, guardian for, may be appointed by father, , 158 by surrogate, 158 by supreme court, . 160, 158 consent of mother to appointment of guardian when nec- essary, 158 powers of guardian of, appointed by father 160, 159 guardian of appointed by father to have custody of, 160 care of estate,. . 160 supreme court may appoint guardian for, 160 over fourteen years old may apply for guardian, 161 petition of for guardian what to show, 162 under fourteen years, relative may apply for guardian, , . 162 notice of application to be given, . . 163 guardian of to give bond, 163 may choose new guardian, 165 not to be permitted to live in idleness, 165 guardian of not liable for necessaries of, 166, 165 guardian of to collect personal property of, 166 law real estate of, . . 166 real estate of may be sold, 167 reasons for sale of, 167 estate of to be kept by guardian 168 responsibility of guardian of, suffering waste, 169 may have benefit of transaction of guardian, 170, 169 rate of interest against guardian of, 170 guardian of not to expend capital unless, 171 no power of, if in another state, 191 guardian of to give security for legacy 172 to invest distributive money, 172 guardian of to file annual account, 173 inventory, 173 guardians, how compelled to account, 173 removed, 173 guardian of may be required to file fuller account, 174 removed for not filing 174 arriving at age may have guardian cited, 175 arriving at age may be cited by guardian, . ., 175 may account with guardian without citation, 175 account of guardian to be full, 175 commissions of guardian of and rate 177, 176 complaint against guardian and removal 178, 177 guardian sureties may be renewed, 180, 179 marriage of cause for relief of guardian,. 181 392 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Minor, may be cited to show cause wliy g'dn. should not resign, 181 guardian of, may resign, 181 new guardian may be appointed for, . 183 guardian of, entitled to notice in dower proceedings', .... 189 court will appoint guardian for, in dower proceedings, . . 189 consent of special guardian, form of, 309 order appointing special guardian, form of, 206 order for special guardian for, in real estate matters, form of, 285 petition of for guardian, torm of, 313 order for guardian for, form of, 315 petition by mother of, for guardian, form of, 316 relative, " " " 318 order for appointment of guardian for, form of, 321 MoKTSAGE, one executor or administrator may release from, ... 68 discharge, ...... 68 not to be paid out of personal estate, 83 of real estate, may be made to pay debts,. ...... y.. 128 bond required on, 136 land sold for debts, are subject to, 141 sale, surplus moneys on, to be paid to surrogate, 149 • petition for, form of, .- 281 MoTHBB, heir or next of kin, 17 citation served on, when, 20 of intestate, rights of, in surplus 116 Next of Kin, names, etc., to be given on petition for probate,. 16 defined,, 18,17 of full age, may waive citation,. 27 may contest validity of will within a year, 28 entitled to administration with will annexed, 32 rights of as to administration,. 38 to have notice of appraisement, ." 54 may attend appraisement, " 55 may petition for return of inventory, 64 may have action for distribution,. 94, 93 before suit to give bond, 94 distribution to, may be decreed by surrogate, 95, 94 may petition that administrator account, 98 how cited to attend final settlement, 102 may contest account of administrator, Ia3 rights of in surplus of estate 115 where there is none, nor any widow, surplus to be paid to state treasurer, 121 INDEX. 393 Page. Next of Kin, renunciation of, fonn of, 234 order for citation to, form of, 332 Notice to be given and published of annulling of probate, .... 29 to widow on sale of rfeal estate 148 of hearing on application for guardian to be given, 163 of application for dower, how served 188 to creditors to present claims, form of, 357 of sale of real estate, form of, 389 to heirs in decree, proceedings, 340 NxmcuPATrvB Wills, may be made by soldiers and mariners, . 3 how made, 5 testimony to be recorded '. 5 letters to issue on, 5 one witness sufllcient, 163 Oath of Office of executor to be filed with surrogate 31 may be taken before whom, 31 of administrator, who may administer, 43 Oath, before acting, appraisers to take, 54 to inventory, to be taken by executor or administrator,. . 63 who may administer, 62 account to be verified by, 104 guardian, annual account to be on, 173 commissioners to admeasm'e, dower to take, 191 of executor, form of, 210 of administrator, form of, 226 Objections to issue of letters may be filed 80 may be made to account of executor or administrator filed, 103 to account filed, what may be charged 107, 106 to issue of letters, afBdavitof intention to file, form of, . . . 213 to issue of letters, form of, 213 order for citation on filing, form of, 214 Okdee for probate ^nd record to be made, 26 to show cause, in real estate proceedings, how served, ... 130 removing guardian may be appealed from, 179 that guardian give new sureties may be appealed from,. . 180 for citation on proof of will, form of, 303 appointing special guardian on proof of wiU, form of, ... . 306 that party may intervene on probate, form of, 308 admitting will to probate, form of, 311 for issue of letters testamentary, form of, , 313 for citation on objections to issue of letters, form of, 314 that executor be deemed to have renounced, form of, 217 394 EXECUTOR'S AND ADMINISTRATOR'S GUIDE Page. Oeder for citation on petition to remove executor, form of, ... . 319 ' superseding executor, form of, 320 for citation on filing allegations to contest probate, form of 223 for revocation of probate, form of, 323 for administration with v^ill annexed, form of, 331 for citation to widow, &c., form of, . . 333 for letters of administration, form of, 334 for citation to show cause why letters should not be re- voked, form of, 389 for revocafion of letters, form of, 341 appointment of appraisers, torm of, 344 for summons to executor or administrator to file inventory, form of, 350 for commitment, form of, 253 for revocation of letters for not filing Inventory, form of,. 254 to advertise for claims, form of, 257 for citation, form of, 261 for citation to administrator to pay debt, form of, 264 to show cause why lands should not be sold, form of, 384 for sale ofreal estate, form of, 287 pARTNBBSHip AssBTS, how to be Stated in inventory, 57 rights of executor or administrator in, 58 Penalty for not affixing residence to vrttness name, 3 Personal estate, will to be recorded as a will of, when, 35 proof of will of, 26 Personal property, persons entitled as next of kin 18, 17 cotton machinery is, ' 56 looms in woolen mill are 56 manure is in certain cases, 56 See Inventory. Petition for probate to be presented, 18 for probate, course on presentation, 19 for probate supplementary, when filed, 33 ■ for administration, what must contain, 38 that executor be summoned to qualify or renounce, form of, 215 for order to compromise, what to contain, 75 for accounting, wh^ to contain, ;. . . 99 of infant for guardian, what to state, 163 relative of infant may make, 162 hearing on notice of, to be given 163 for guardian, what to state 163 should be verified,,.... 163 INDEX. 395 Page. Pbtition for dower, -widow may apply by, 188 proof of will, foi-m of, 201 leave to intervene on proof of will, form of, 207 removal of executor, form of, 317 administration, form of, 235 with will annexed, form of, 228 appointment of collector, form of, 230 revocatipn of letters, form of, 335 that executor or administrator file inventory, form of,. . . 249 of executor for leave to prove, form of, 259 creditor for payment of debt, form of, 362 creditor for payment before six months, form of, 265 for order to account, form of, 368 final settlement, form of, 271 mortgage, etc., form of, 281 assignment of bond of administrator, form of, 301 of creditor for sale of real estate, form of, 304 pREFEKBNCB, in payment of debts, order of, e* seq., 83 Pbobatb, power of executor before, 7 any person interested, may apply for, 16 on application for facts to be given,... 16 petition for to be presented, 18 course on presentation of petition for 19 citation to attend, proof of, how served 30, 19 parties of full age, may ask immediate, 33, 31 supplementary petition for, when 23 if citation not served, new one to issue 23 proof requisite on 25 Qf will of personal estatCj 26 real property, 26 new hearing on, within a year 28 allegations against may be filed, 28 to be revoked, when, 29 confirmed, when 29 when annulled, notice to be given to executor 29 published, 29 Pkoof of Will, petition for proof, form of, 301 order for citation on, form of, 203 petition for leave to intervene on proof of will, form of,.. 207 order that party may intervene on, form of, 208 deposition on, form of, 209 order admitting will to, form of, 211 allegations to contest, form of, 331 396 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Page. Proof of Wjil, order for reYOcation of, form of, 233 Publication of wiU, how made , , 33 accuracy, 3 Public Adsiiiiistbatob, has preference to creditgrs iii adminis- tration, when, , 39 Real Estate, alien cannot devise 31 persons entitled as heirs, 17 proof of, 36 wills affecting, proved out of state may be recorded 37 may be recorded in other counties 37 administrators have no charge of, 86 hop poles are part of, 56 manure part of in certain cases 56 water wheels, mill stones, etc., are part of, 56 decree for money may be made a lien on 135 mortgage, lease or sale of, to pay debts, 128 application for sale &c., by petition, 138 by executors &c., within three years, 138 before inventory to be filed, 138 devised or inherited unless when, 138 petition for sale &c., what to show 139 what must appear to authorize sale, , 130 order to show cause, to be made, 130 how served, 131, 130 how served on minors, 181 to be published 131 publication of order to show cause necessary 131 tobemaUed, 133 on return of order, special guardian to be appointed, 132 executor or administrator may be ex- amined, 133 witnesses may be sworn, , 133 persons interested may contest, 133 debts may be proved on, 138 vouchers to be filed in court, 133 requisites before order of sale, 133 order for sale, not to be made for expenses, 134 sale &c., may be ordered, when 135 lease of, how long may be made 135 lease or mortgage, validity of, 135 when peculiarly situated, more may be sold than necessary, 136 order for sale of, to specify order of sale, 186 INDEX. 3-97 Real Estate, bond to be given before sale ordered, 137 executor or administrator neglecting to give bond, free- freeholder may be appointed, 137 notice of sale of, to be posted 138 published 188 vrhat to contain, 188 sale of, when made 188 administrator may sell in separate parcels, 138 amount purchase should pay on sale 138 executor or administrator not to be interested in sale of,. 139 credit may be given on sale of, 139 report to be made of sale of, 189 sale may be set aside 189 new sale may be ordered 189 sale may be confirmed in part, 140 conveyance may be ordered 140 purchaser on sale of holds growing crops, 140 requisites of conveyance of, 141 validity of sale, 141 title of, not to be impeached, .142, 141 freeholder may be appointed to sell, ete., , 145 proceeding not aflfected by death of executor or adminis- trator, 145 surrogate pays first charges and expenses, 146 satisfies dower, 146 dower in, how estimated, 146 securities for to be kept, 146 distribution of, proceeds of, 147 surplus moneys on sale of, by mortgage, and how paid,. . 149 to be distributed by surrogate, 149 creditor may apply for sale of, 150 order that executor or administrator show cause 150 how served on executor or administrator, 151 proceedings for sale &c., on application of creditor,. . . 151, 150 executor or administrator may be ordered to sell, &c.,. . . . 152 free holder may be appointed,. 152 contract for purchase of, may be sold to pay debts 153 proceedings for sale of contract, 154 distribution of proceeds of sale of contract, 155 special guardian may be appointed to sell, 167 reasons authorizing a sale 167 power of guardian as to, 169 guardian to lease, 169 398 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Page. Ebal Estate, petition to mortgage, &c., form of, 381 order to show cause, form of, 384 for special guardian, form of, ■. . . . 285 bond on sale of, form of, , 386 order for sale of, form of, .' 387 notice of sale of, form of, 389 report of sale of, form of, 389 order confirming sale of, form of, 390 deed of, form of, 391 notice to widow as to dower, form of, 394 consent of widow to accept a sum in gross, form of, 394 petition by creditor for sale of, form of, 304 order that administrator show cause, form of, 306 other person show cause, form, of, 307 for sale on petition by creditor, form of, 808 that executor file bond, on form of, 811 appointing freeholder to sell, form of,. 313 Eecbipt of creditor, form of, 367 for legacy, form of, 269 Kefbrbncb of claim rejected, how obtained, 78 Referee may be appointed on final settlement, 103 Release of distributive share on advancement good 130 of decree may be entered by surrogate 137 filed in county clerk's ofl3.ce, 137 for discharge of decree, form of, 280 Removal of executor on complaint, 34 of guardian, proceedings on, 179 appeal from, 179 of guardian to a distance, or he may resign, 181 petition for, of executor, form of, 217 RENtmciATiON, executor may file, 7 of excutors, treated of, 30 of executor, how effected 31 deemed to have taken effect, 31 , executor may retract, 32 to be filed before administration granted 43, 43 may be revoked before issue of letters, 42 of executor, form of, 200 petition for citation to compel, form of, 215 order as to, of executor, form of, 217 of widow or next of kin, form of, 224 Rent, when to be included in inventory, 56 when not to be included, instances 57 INDEX. 399 Page. Rent, may be preferred as a debt, when , 86, 85 Representation on distribution rule of,. 118, 117 Report of commissioners, to be made 193 what to contain, 193 how to fix boundaries, 193 may be set aside, 193 order conflrming, may be appealed from, 195 of sale, to be made, 139 Residuakt Legatee, entitled to administration with will an- nexed, 32 Resignation of guardian, may be for cause, 181 Revocation of will, how done, 6 of letters, course when issued 48 of administration, when will proved, 49 letters on failure to give new sureties 51, 50 of letters, when issued on false representation, 51 when executor or administrator incompetent,. . 61 when absent, or non-resident, executor or administrator does not account, 53 after new letters to issue, 53 acts in good faith before, valid, 53 letters may be revoked for not filing inventory, 65 of probate, form of, 333 petition for, form of, 335 citation to show cause, form of, 340 order for, letters issued on false representations, form of,. 341 for not filing inventory, order for, form of, 354 form of, 355 Sailors may make unwritten wills, 3 Sale of real estate, for payment of debts, 138 petition for, form of, ; . . 381 report of, form of, 389 order confirming sale, form of, 390 deed on, form of, 391 Security, guardian to give on receipt of legacy 173 Services, executor or administrator cannot chaise for, 105 Signature, proof of, by witnesses, 35 Sisters, heirs, or next of kifi, 17 when entitled to administration, 38 Soldiers, may make unwritten wUls, 4, 3 see niiTUMpatim wills, 4 400 EXECUTOR'S AND ADMINISTRATOR'S GUIDE. Page. Special GrAEDiAH, must appear in person, 34, 33 appointed for minors on final settlement, 103 for minors on sale of real estate 133 may be appointed to sell land, 167 when appointed,.. 167 consent of, on proof of will, form of, 306 order for, in real estate matters, form of 385 Specific bequests, not to be sold until 73 may be delivered, 90, 89 not subject to abatement, 91 Statute oj' limitations. See LvmMatwm statute of, 78 SuBBcmPTioii of will, to be before witnesses or acknowledged, . 3 SuBPEONA, may be issued on final settlement, 108 Suits, by executors or administrators may be brought in all courts, 71 against executor or administrator in all courts except Justices , 71 Summons may issue to executor to qualify 31 may issue to executor or administrator neglecting to file inventory, 64 to executor to qualify or removal, form of, 316 to executor or administrator to file inventory, form of, . . . 251 SuPEBSBDiNG, order, as to executor, form of, 320 SuKETiBS of executor or administrator, becoming insolvent,. . . 49 removing from state, . . 49 insufficient, 49 of guardian when insuflBcient, complaint made, 179 proceedings on complaint against 180 Surplus Moneys, on mortgage sale, to be paid to surrogate,. . 149 SuBEOGATB, records testimony on nuncupative wills, 5 may refuse letters to one, ignorant of English, 14 on application for probate, shall ascertain facts, 16 SuRVBYOB, may be employed to lay off dower 193 Taxes, are preferred debts 83 assessed subsequent to decease of testator, not to be paid, . 83 widow to pay on dower lands, t 195 Tbstambntaey PbJvision on lieu of dower, widow may elect, 186 Testatob, definition, 1 witnesses need not sign in presence of, 3 next of kin to, may contest probate within a year, 38 Tombstones, may be allowed when, , 85, 84 Tbbspass, executor and administrator, liable for, of testator or intestate, 70 INDEX. 401 Trustee, executor or administrator, acting as, commissions of, 110 testamentary letters of, may be revolted, 53 may be compelled to account, 123 may have final settlement, 133 commissions of, 133 when letters revoked may be cited by successor 138 United States, debts, due to, entitled to preference 83 Unsound Mind, persons of, may not make will ,1 Unwkittbn Wills 4 Vendue, executor or administrator, may sell at,. , 73 VoucHEBS, to be filed with surrogate, 104 must be produced on final settlement, 106 of claims to be filed in real estate proceedings, , 133 guardian should file, 177 Widow, name &c., to be given on petition for probate, 16 entitled to administration with will annexed, 33 first entitled to administration, 38 to have articles set apart in inventory, 59, 58 articles- set apart to, to remain her property, 59 may have value of articles not set apart on inventory,. . . 60 may have mourning apparel when, 63 may have sustenance for forty days, 63 statutory provisions as to sustenance, 63 sustenance out of personal property, 63 may have mourning apparel 85 legacy to, in lien of dower draws interest, how 113 rights of in surplus of estate, 115 where there is none, nor next of kin, surplus goes to state treasury 131 to be served with order to show cause before sale of real estate 130 how non-resident served, 131 claims in real estate sold, how notified, 146 entitled to dower, , 184 what is dower of, 184 of alien entitled to dower, . , 184 rule of dower on exchange of lands, 185 not entitled to dower as against purchase money, 185 how dower of, cut ofii .' 186 may electto take dower or legacy, 186 26 402 EXECUTOR'S AND ADMINISTBATOE'S GUIDE. 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Widow, petition for dower, not election, 186 may claim dower within twenty years, ' . 186 recovering dower entitled to damages, 187 may bequeath crops on dower lands, 187 dower of, admeasured, in what court, 187 admeasurement of dower, statutes, 188 may apply by petition, 188 petition for dower and notice how served 189, 188 heirs or owners may apply for admeasurement 189 notice to, how served, 190 hearing on application for dower, 191 commissioners appointed to adn^easure dower of, 191 duty of commissioners, 193 report of commissioners, fixing dower of, 193 commissioners to admeasure dower of, may have time ex- tended , 193 report fixing dower of, may be set aside, 193 new commissioners may be appointed to admeasure dower of, 193 on report, court may adjudge sum to be paid to, 194 order fixing income may be modified, 194 report of, dowertof, fixes location, etc., 195 may occupy land, 195 lease land, 195 must pay taxes, 195 may bequeath crop, 195 must pay half of costs of admeasurement, 196 renunciation of, form of,. 334 order for citation to, form of,. 383 notice to elect after sale, 394 consent of, to accept a sum in gross, form of, 394 annuity table to compute value of, estate of, 896 petition of, for dower, form of, 857 Will, what it is, 1 males of eighteen years may bequeath personal estate, . . 1 only persons of full age, may devise real estate, 1 who may make 1 females of sixteen years may bequeath personal estate,. . 1 it is enough that intention is clear, 2 shall be subscribed 3 shall be in writing, when, ; . . . . 2 special forms not required, 2 to be signed in presence of witnesses, or acknowledged, . . 3 INDEX. 403 Page. Will, how executed, 3, 3 to be published, how, 4, 3 omissions of witness to aMx residence not to affect 4 nuncupative or unwritten, 4 soldiers may make unwritten, 4 mariners may make unwritten, 5 nuncupative, how made 5 nuncupative, how proved 5 nuncupative to be recorded 5 nuncupative letters to issue on, 5 revoked, by being destroyed, 6 revoked by execution of another,. 6 should be opened as soon as practicable, 9 on presentation for probate, facts to be ascertained 17, 16 subpoena will issue to compel production, 18 to be presented to surrogate 18 course on presentation for proof of, 19 citation to attend proof, how served 30, 19 parties of fall age may ha^e immediate proof, 33, 21 subpoena will issue to witnesses 33 witnesses to, fees, of, » 32 witnesses to be examined, 34 at least two, if living, to be examined, 34 legatees or devisees may intervene on probate, 24 course as to aged, sick or infirm witness, 35 if witnesses dead, proof of hand writing, &c., 35 when witnesses dead, to be recorded only as a will of per- sonal estate, 35 proof requisites of execution, &c. 36 as to publication i . . 36 as to request to witnesses 36 as to signature of witnesses, 36 to be recorded with proofs ' 26 certificate to be attached to 26 after proof to be delivered to whom, 37 and proof may be recorded in other counties, 27 affecting real estate to be recorded in other counties 37 exemplified copies may Be recorded, 37 proved out of state, affecting real estate may be recorded, 37 validity of, may be contested within one year, 28 proceedings on filing of allegations, 28 proof will be taken again, 29 404 EXECUTOE'S AND ADMINISTRATOR'S GUIDE. 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Will, if surrogate decide it to be invalid to be annulled, 29 probate of, to be revoked, when, 29 confirmed, when, 29 after proof, letters may issue, 30 letters of administration on issue, when, 33 administrator with will annexed to observe, 35 if found and proved after administration, letters revoked, 49 form of, 197 attestation clause of, form of, 198 petition for proof of, form of, : 301 order for citation on proof of, form of, 203 citation to attend proof of, form of, 203 petition for leave to intervene on proof of, form of, 207 order that party may intervene in proof of, form, ... 208 deposition on proof of, form of, 209 order admitting to probate, form of, 211 allegations to contest probate, form of, 221 petition for administration with, annexed form of, 228 order for administration with, annexed form of, 231 ■Witnesses, how many to will, : . 2 to will, shaU sign at end, 3 signing testator's name, must sign as witness, 3 to will, shall affix residence, 3 penalty for not doing so 3 need not sign in presence of testator, 3 not excused from testifying to execution of will, 4 attestation clause not necessary, 4 to wm, subpoena, wUl issue to 32 fees of, 33 to be examined,... , 34 at least two, if living to be examined, 34 course as to aged, sick or infirm, 35 proof of handwriting to be taken, when 35 commission may issue, to take testimony of, 35