Allen v. Moore

98 A. 420, 87 N.J. Eq. 176, 2 Stock. 176, 1916 N.J. Ch. LEXIS 21
New Jersey Court of Chancery·Decided August 5, 1916·Published·Cited by 4 cases

Opinion

Poster, V. C.

The petition in this case is filed by the executor of George B. G. Moore who died October 13th, 1891, leaving a last will and testament dated June 17th, 1889, and two codicils thereto dated, respectively, January 24th, 1891, and October 5th, 1891, which were duly admitted to probate in Essex county. Testator left a widow but no issue.

The will, after directing the payment of debts and funeral expenses, gives a large number of general and specific legacies to relatives and friends of the testator, among them a bequest of $10,000 is given by the fourth clause of the will to George De Graw Moore, a nephew of the testator, and a bequest of $250 is given by the eleventh clause of the will to George Moore,.a great nephew of the testator. George De Graw Moore and George Moore both died in April, 1891, about five months before the death of the testator.

By the twentieth clause of his will testator gave all the rest and residue of his estate, including the interest and accumulations thereon, and also $10,000 of which his sister was to have the income for' life, to his executors' in trust for the purpose of establishing a home for respectable aged people of both sexes, if, in the judgment of his executors, it was deemed advisable to do. so, and if this home was not established within five years from the death of the testator, then he directed his executors "to divide and distribute the said residue pro rata among the legatees above named, and in proportion to their respective moneyed legacies.55’

By the twenty-second clause of the will he directs that for all the purpose of distribution the whole estate, real' and personal, is to be taken and considered as personal property.

[178]*178By the first codicil some minor changes are made regarding some of the bequests and he authorized his executors in carrying out the trust mentioned in the twentieth clause of'the will to unite with some existing home or institution.

By-the second codicil executed on October 5th, 1891, a few days before testator’s marriage and death he directed:

“First—As to the residue of my estate given to my executors in trust by the twentieth clause of my will—In place of that—I give to my executors in trust the sum of fifty thousand dollars, the interest thereon to' be paid to Mary S. Fitch (with whom I am shortly to be joined in marriage) during her life in semi-annual payments,' the first to begin at six months after my death, and at her decease, said sum of fifty thousand dollars to go as provided in said twentieth clause subject to the same conditions as in said clause mentioned, and also to the modifications of the same contained in the prior codicil dated January 24th, 1891, said bequest to be in lieu of dower in my estate. And in case said residue shall not amount to the sum of fifty thousand dollars then I direct that the other legacies (except that to my sister and that to the Cemetery Company) shall abate in proportion so that at all events the sum of fifty thousand dollars shall be available for said purpose.”

The estate proving insufficient to pay all debts, legacies and expenses, and to create a trust fund of $50,000 for the benefit of the widow, proceedings were had in this cause whereby directions were given that tire legacies should abate in proportion for the purpose of creating this fund. Moore v. Moore, 50 N. J. Eq. 554.

Mrs. Mary S. Moore, the widow of the testator, died July 11th, 1908.

The executor, in the exercise of his judgment, deemed it advisable not to establish the home for aged people.

On November 7th, T913, the final account of the executor and trustee was duly allowed by the decree of the Essex county orphans court, and the executor now has in hand, after the payment of all debts, expenses and legacies, $21,972.68, to distribute according, as he assumes, to the provisions of the twentieth clause of the will pro rata among the moneyed legatees mentioned in the will.

By the stipulation of counsel three questions, designated therein as “A.” “B” and “C,” were submitted for determination: [179]*179and on the argument before me by the consent of all parties the following entry was made upon the record:

“The questions referred to in SB’ and ‘C’ in the stipulation were disposed of hy Yice-Chancellor Emery, orally, at the time of the argument before him last summer, and under his oral decision at that time counsel are all agreed that Mrs. Stanwood, under section 23, is entitled to $250, and Mrs. Sarah Walsh is entitled to like amount, and that the proprietors of the Rosedale Cemetery are not entitled to have any further payments made to them beyond what has already been paid, that both the Stanwóod and Walsh legacies are money bequests under the will.”

This leaves for determination the questions raised by the paragraph designated as “A” in the stipulation and which reads as follows:

“(a) Is this sum of $10,250, which was bequeathed to George De Graw Moore, under subdivision ‘fourth’ of said will, and to George Moore under subdivision ‘eleventh’ of said will, and the balance now in the hands of the executor, or any part of it, to be considered to have lapsed into the rest and residue of the estate of the testator, and if so, what part and to whom should it be distributed, or should the testator be - considered to have died intestate so far as these two legacies are concerned, and if so, to whom should the said sums be distributed ?”

These questions arise because of the contention made by the representatives of Mrs. Mary S. Moore, the widow of the testator, to the effect that these two legacies to testator’s nephews, who predeceased him, amounting to $10,250, lapsed by reason of the death of the nephews in the lifetime of the testator; and that these lapsed legacies did not become part of the residuary estate because the nephews were both general and residuary legatees. That they became residuary legatees by reason of the fact that money had been bequeathed to them, respectively, under ■ the fourth and eleventh clauses of the will; and that the second codicil, and the twentieth clause of the will, directed the distribution of the residue among the moneyed legatees named in the will.

The insistment is made that as to these lapsed legacies testator died intestate, and that they are to be distributed under the [180]*180statute, and that as this was the condition existing at the death of the testator, his widow then, or her representatives now, are entitled to one-half the amount of these lapsed legacies.

Support is sought for this contention in the rule stated in Collins v. Bergen, 42 N. J. Eq. 57, that “when an aggregate fund is given to several persons nominatim, to be divided among them in equal shares, if one of them dies before the testator the share of such decedent will lapse;” and, at p. 60 of this case, the statement is made that “the shares of Harriet Kemble and Rachel . Collins, who died in testator’s lifetime, lapsed, and, being shares of the residue, they did not pass to the other legatees as part of the residue (Hawk. Wills 42), consequently, the testator must be held to have died intestate as to them.”

There is a clear distinction to be noted between the situation presented by the facts in this case,’and that present in Collins v. Bergen, supra, and in the cases cited to support the text in Schoul. Wills (3d ed.) § 519,

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Allen v. Moore, 98 A. 420, 87 N.J. Eq. 176, 2 Stock. 176, 1916 N.J. Ch. LEXIS 21 (N.J. Ct. App. 1916).

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