Barker v. Barker

17 Mills Surr. 80
New York Surrogate's Court·Decided April 14, 1916·Published

Opinion

Thomas, J.—

The testator, dying in 1875, gave by will to his daughters annuities charged on his estate, declared inalienable during several lives, and his property, subject thereto, in trust to apply the income to the education, support and maintenance of his sons John and Samuel during their lives, and added: “And on their deaths the same shall belong and descend (the real Estate in fee) subject as aforesaid to their heirs and descendants — and if none, then to my heirs at law, and in case of the death of either said] John A. G. or Samuel P. then his share (one half) of the income or profits shall be .paid to the heirs of such decedent until the death of the survivor of my said two sons — it being my will that the same shall remain in Trust as aforesaid' until, the-death of both of my said sons.” The sons are dead. John left a son, the plaintiff, and Samuel sons, and daughters other than the annuitants, and a granddaughter, Beatrice A. Barker, if she is the legitimate child of Charles S. Barker, who predeceased his father, Samuel. The trustees, in March, 1§06, pursuant to order of the court, executed a mortgage on certain of the property for $30,000. There are three questions: (1) Does John’s son take one-half of the remainder, or do the heirs of John and the heirs of Samuel take as a class; (2) is Beatrice A. Barker the legitimate child of Samuel’s son Charles and so entitled to take as one of his heirs; (3) is the mortgage a valid lien upon the interests of the infants Samuel P. Barker, Jr., and Beatrice A. Barker, if the latter is entitled to take ? It wag decided correctly that the heirs of John and Samuel took per stirpes and not per capita.* [84] If it be considered! only that the whole estate was charged with annuities and inalienable for some lives, and that subject to such charge it was given in its entirety to trustees for the common maintenance and education of John and Samuel without suggestion of separate interests, an opposite conclusion would-be aided. The provision that the testator’s heirs should take in default of their heirs and descendants ” raises the question whether the testator intended his heirs to take, if one life beneficiary died without leaving issue, and at least does not weaken the construction that the combined heirs of each of the two brothers take equally. However, John and Samuel could not have common descendants, and the declaration that each son took one-half of the income and the provision that his heirs should take it after him indicate the testator’s intention to divide the estate into two shares, one for each line of descent, and that the heirs of each son should take correspondingly' in the corpus. It has been suggested that where a trust intervenes, the fact that a person takes a beneficial interest in the income is not evidence that he took of the principal. However, in the present case, the heirs of a son dying before the trust ends, to whom the income is given, are at least presumptive takers of some interest in the remainder, and I conceive of no reason for allotting them a one-half share in the income unless- it was meant thereby- to give them one-half of the estate out of which it arose, to vest in possession at the termination of the trust. It is not to be thought that the testator intended ■to endow for a period John’s descendants with half of the profits of the estate and then take it away in part to augment the interests of the descendants of the other son. It is suggested that the testator expectably would desire to benefit equally all of his grandsons. But he showed his intention to benefit them per stirpes, as he gave the heirs, however few, of one dying, half -of the usable income, while he kept all the other grandchildren, however many, to the -other half. But his first concern was his sons, and he naturally foresaw each as the head [85] of a family and thought of each dying and leaving descendants, and for each family as a unit he made provision for one-half of the income. The appellants, as to this phase of the case, rely upon Bisson v. West Shore Railroad) Co. (143 N. Y. 125). But the difference is essential. In that instance there was but one life beneficiary, the widow, and her heirs and her husband’s heirs, not their descendants, were grouped into one class to take and, being so unified, it was understandable to add their heirs and assigns forever share and share alike.” The very technical words significant of equality were used there but not here. The next question relates to the legitimacy of Beatrice Arabelle Barker. Beatrice A. Barker’s mother, now Mrs. Dorgeloh, was married to one Murth-a in the month of May, 1897, prior to her marriage to Beatrice’s father in June of that year. The fact that Mrs. Dorgeloh, a defendant here, entered into the first marriage was determined, and, as I think, correctly, by the judgment entered upon a verdict directed' by the court. The other issues in this action of partition were then tried at Special Term and full credit given to the finding of the first ceremonial marriage.. But it was considered that, although the first marriage was at one time a fact, the parties who accused the legitimacy of the issue of the second marriage must show that the first marriage at the time of the second marriage had not been dissolved, and that both parties to it were competent to contract it. The evidence shows that each party to the first marriage was under the age of consent, as the woman was less than sixteen, and the man less than eighteen years of age; that their acquaintance had been slight; that they saw each other but casually shortly after the ceremony; that they never cohabited or consorted as husband and wife; that the man married again and was living with the party to that marriage; that the woman Dorgeloh married Charles Barker shortly after her first marriage, and that the parties lived together for a number of years, until the second husband’s death, and that Beatrice A. Barker was the issue of such marriage. So the second marriage [86] was valid, unless the first marriage was an impediment. Under such circumstances the burden rested upon those denying the girl’s legitimacy to show that the first marriage had not been dissolved, for the presumption of its continuance was not as strong as the presumption of legitimacy. (Matter of Meehan, 160 App. Div. 681.) Murtha did testify that he had not sought to dissolve the marriage and had not received process for that purpose. But his life was wandering, and his residence ambulatory. Procese might have been effectively served by publication and thereupon the marriage dissolved without his knowledge. Mrs. Dorgeloh, who had married again after the death of Barker, was a witness, hut she was not questioned on the subject. Therefore, the court was privileged to indulge the presumption that the issue of the second marriage was legitimate. (Sparks v. Ross, 75 N. J. Eq. 550; Coal Run Coal Co. v. Jones, 127 111. 379; Pittinger v. Pittinger, 28 Colo. 308; Chancey v. Whinnery, 147 Pac. Rep. [Okla.] 1036.) Upon the argument of this appeal, proof was tendered in behalf of Beatrice A. Barker that after the judgment herein Mrs. Dorgeloh procured a judgment in this State annulling the first ^marriage in an action against Murtha, declaring the marriage void ah initio upon the ground that it was procured by false representations, and that the parties were not of the age of consent. I conclude that the record should not be received. Its effect would be to reverse, not to affirm, the finding of legitimacy, as it would show that at the time of the second marriage the first marriage had not been dissolved, for, with

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