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In re the Estate of Hale

45 A.D. 578 Court N.Y. App. Div. English

Delivered by O’Brien, J.:

Contents

Majority

p. 578
In the Matter of the Estate of Joseph P. Hale, Deceased. Lucy Ann Hale, as Executrix, and George W. Debevoise, as Executor, etc., of Joseph P. Hale, Deceased, Appellants; Charles H. Stone, as Executor, etc., of Augusta W. Stone, Deceased, Respondent.

Headnote

Surrogate — order of refet'ence to take testimony — recital in the order that the petitioner has a claim not barred by the Statute of Limitations.
A surrogate, before whom a proceeding to remove an executor for misconduct is pending, may, of his own motion, under section 8546 of the Code of Civil Procedure, grant an order of reference to take testimony upon the question of fact involved.
A recital in an order of reference that the petitioner1'had a claim which was not barred by the Statute of Limitations is improper where it appears that this was one of the issues raised by the answer. » . .
Appeal by Lucy Ann Hale, as executrix, and George W. Debevoise, as exebutor, etc., of Joseph P. Hale, deceased, from an order of the Surrogate’s Court of Hew York county, entered in said Surrogate’s Court on the 28th day of September, 1899, directing a reference. ■
Rastus S. Ransom, for the appellants.
Howard Mansfield, for the respondent.

The proceeding is brought on petition to secure the removal of the executor and executrix of Joseph P. Hale, deceased, upon the ground of certain alleged facts of misconduct in dealing with the estate. By the answer, these were sought to be explained or denied, and the Statute of Limitations ivas interposed as a bar. Hpon the hearing the surrogate, of his own motion, made the order of reference appealed from. The reference was thus ordered by the surrogate for his own information, and was neither granted upon motion of the petitioner nor opposed by the executor and executrix. And he, having jurisdiction over the subject-matter, had the right,, of his own motion, so to order a reference to obtain needed information upon the question of fact involved, pursuant to section 2546 of the Code of Civil Procedure.

p. 579
As was said by the presiding justice in The Matter of Pearsall ( 21 N. Y. St. Repr. 306 ): “ In the determination of this appeal it is not at all necessary to consider this application upon the merits. Under section 2546 of the Code, the surrogate * * * is enapowered to appoint a referee to take and report to the surrogate the evidence upon any specific question of fact, and make a report thereon, subject, however, to the confirmation of the surrogate. * * * As to the merits of the application, it is not at all necessary to consider them. After the surrogate has determined the application upon its merits, then there is time enough for us, if an appeal is taken, to consider the questions which have been so lengthily- set out in the appellant’s brief.” (See, also, The Matter of Post, 46 N. Y. St. Repr. 129 .)

We think, however, that the recital in the order, that the petitioner has an unbarred claim, was improperly inserted and should be stricken out, leaving that, as well as the other questions, for the determination of the surrogate upon the coming in of the referee’s report.

The order should accordingly be modified by striking out that recital, and as so modified it should be affirmed, without costs.

Van Brunt, P. J., Patterson, Ingraham and McLaughlin, JJ., concurred.

Order modified as directed in opinion, and as modified affirmed, without costs.