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Matter of Heldmann

Appellate Division of the Supreme Court of New York, Fourth Department
May 8, 1912
151 App. Div. 234 (N.Y. App. Div. 1912)

Opinion

May 8, 1912.

John F. Mueller, for the appellant.

George H. Wade [ Harry Forrester with him on the brief], for the respondent.


Decedent's only property was a deposit to his credit in the Buffalo Savings Bank. The principal issue litigated in the proceedings was whether he had made a valid gift, either causa mortis or inter vivos, of this deposit for the benefit of one George Troppman, an illegitimate son of decedent, after the payment therefrom of "all expenses." This issue was found adversely to the claim that there was any such gift.

The appellant, Franciska Hourt, on her petition as a creditor of the decedent, had been appointed the administratrix of his estate, and her accounting shows that all debts and expenses have been paid by her, and she has received credit therefor. If there had been a valid gift as claimed, then George Troppman would have been entitled to the residue of the fund, and payment thereof to him would necessarily have been directed by the decree. It having been found that there was no valid gift, the decree properly directed payment of the residue of the estate to the party to the proceedings who was shown to be the sole next of kin of the decedent. Which one of these two parties was entitled to this fund was the litigated question determined by the decree, and the rights of no other party were concerned in or affected by its determination. Neither of these parties has appealed from the decree. By section 2568 of the Code of Civil Procedure the right to appeal from a decree of the Surrogate's Court is given only to a "party aggrieved" thereby. As administratrix appellant was in no way injured, or her rights jeopardized, by the direction of the decree to pay the residue of the estate to the next of kin instead of the person claiming as the donee of the gift. She was, therefore, not a party "aggrieved." ( Matter of Hodgman, 140 N.Y. 421; Matter of Richmond, 63 App. Div. 488; Isham v. New York Assn. for Poor, 177 N.Y. 218; Matter of Coe, 55 App. Div. 270.)

Counsel for appellant claims, however, that the appellant's interests as trustee for the ultimate beneficiary under the alleged gift are affected by the decree; and that, therefore, she is, as trustee, a person aggrieved by the decree. But, even if the gift had been established as claimed, appellant as trustee would have had no direct personal interest in the ultimate disposition of the residue of the fund. That was a matter of personal concern only to the illegitimate son, the cestui que trust. As has already been pointed out, had a valid gift been established the decree would properly have directed payment to the ultimate beneficiary of the gift of the balance of the fund then remaining, it appearing that the purpose of the trust had been accomplished. The real beneficiary does not complain of the disposition of the fund directed by the decree. Under these circumstances appellant as a trustee is not a party aggrieved by the decree. ( Bryant v. Thompson, 128 N.Y. 426; Isham v. New York Assn. for Poor, supra.) Another sufficient answer to this suggestion of appellant is that she appeals in no other capacity than as administratrix. Such an appeal would not properly bring up for review even a question involving the determination of a right in the estate personal to her which was not dependent upon her relation to the estate as administratrix. ( Matter of Mayer, 84 Hun, 539.)

The appeal should be dismissed.

All concurred.

Appeal dismissed, without costs to either party.


Summaries of

Matter of Heldmann

Appellate Division of the Supreme Court of New York, Fourth Department
May 8, 1912
151 App. Div. 234 (N.Y. App. Div. 1912)
Case details for

Matter of Heldmann

Case Details

Full title:In the Matter of the Estate of GEORGE HELDMANN, Deceased. FRANCISKA HOURT…

Court:Appellate Division of the Supreme Court of New York, Fourth Department

Date published: May 8, 1912

Citations

151 App. Div. 234 (N.Y. App. Div. 1912)
135 N.Y.S. 143

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Matter of Heldmann

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