Sparks v. De la Guerra
Before: Baldwin
Synopsis
Bill filed by a judgment creditor of J. upon order of Court permitting it, against defendants as executors.' Bill avers that the will of deceased “ directed, by mitten or oral instructions,” the executors to sell certain cattle, and retain the proceeds for the use and benefit of J. after first discharging his then debts. That it also declared that he, the testator, had made a secret assignment for J. which the executors would carry into effect according to his instructions, when convenient. Bill charges that defendants have not sold the cattle, but have converted them to their own use. Held, that a demurrer was properly sustained; that a pleading must be taken most strongly against the pleader, and that there is no law giving effect to an oral instruction of a testator, as a will, or part of a will; and that the creditor of J. can have no more rights than J. himself.
At most, J. is only a legatee, and the executors the Trustees of the legacy. And the bill, not stating that the estate is settled, nor that the property or the money is not necessary to pay off debts or expenses of administration, nor that J. would be entitled, before final settlement, to his legacy, without tendering a refunding bond, cannot be maintained.
Baldwin, J. delivered the opinion of the Court—Cope, J. concurring.
Upon the facts of this case we are of opinion that the judgment of the Court below should be affirmed. The facts are these: The plaintiff was the creditor of one Joaquin De la Guerra, and had obtained judgment and execution against him.. The complaint alleges that defendants, as executors and residuary legatees of José De la Guerra, held, or had, some property of Joaquin for his use and benefit; that the plaintiff, about the 1st of February, 1859, applied for and obtained an order from the District Court, directing the defendants, executors, as aforesaid, to appear before"a referee named, and make disclosure touching the property in their hands belonging to the'dobtor of plaintiff; that the defendant, Pablo De la Guerra, appeared and answered that the same property was left by their testator to be given to Joaquin, if the executors saw fit; that there was no obligation, except a moral obligation, and that the time of their giving it to him, if they saw fit to give it him, was left to their discretion; the directions were given orally; that a memorandum was made of these directions, which the witness refused to produce. The Court, on the report of these facts by a referee, who took the examination of De la Guerra, made an order authorizing the plaintiff to institute an action against the said De la Guerra and the other executor, for the recovery of enough of the alleged property in their hands for the satisfaction of the judgment of the plaintiff.
The complaint goes on to state that the testator died previously to the date of the plaintiff’s judgment, leaving a will, which was duly probated, and defendants qualified as executors under it; that the testator in the will ordered his executors to separate one thousand four hundred head of cattle, which were to be sold, and the proceeds disposed of according to the instruc[111]lions he had previously given; “and further in the said will their testator declared that for his son, Joaquin, he had made a secret assignment, which his executors would carry into effect in accordance with his instructions, when it should be convenient.” * * The complaint goes on to aver that the executors, were instructed by their testator to dispose of the cattle, and to retain in their hands the proceeds thereof, or a part of the same, for the use and benefit of Joaquin, and they were specially directed, by written or oral instructions, in the disposition of the proceeds of said cattle, to discharge the then existing debts of Joaquin. The complaint concludes by averring that the defendants have not, in conformity with the written or oral instructions of the testator, separated the said one thousand four- hundred head of cattle, from the stock of the cattle of their testator, but have converted them to their own use.
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