Baumgras v. Baumgras

5 Misc. 8, 24 N.Y.S. 767
CourtNew York Supreme Court
DecidedAugust 15, 1893
StatusPublished
Cited by7 cases

This text of 5 Misc. 8 (Baumgras v. Baumgras) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Baumgras v. Baumgras, 5 Misc. 8, 24 N.Y.S. 767 (N.Y. Super. Ct. 1893).

Opinion

Wright, J.

The plaintiff claims to own an undivided eighth part of the premises as an heir of William Baumgras, deceased, and the defendant Ophelia Baumgras claims absolute ownership thereof by virtue of the last will and testament of said William Baumgras, which provides as follows :

“ I give and bequeath to my wife, Ophelia Baumgras, all my real and personal property, to be by her owned and enjoyed, [9]*9the same as if I had never owned it, during her lifetime, and after her death whatever may be left is to be divided among my eight children in eight equal parts.”

The questions to be determined are, is the estate which the will vests in the defendant Ophelia Baumgras, a life estate only, or is it an estate for life with a beneficial power of disposition which may be exercised during her life, or is it a fee absolute?

The fundamental rule for the construction of wills is that effect must be given to the intent of the testator. That intention, when ascertained, is the absolute controlling power. Crozier v. Bray, 120 N. Y. 379. Chief Justice Marshall, in Smith v. Bell, 6 Pet. 68, states the rule in the following-forcible language: The first and great rule in the exposition of wills, to which all other rules must bend, is that the intention of the testator, expressed in his will, shall prevail, provided it be consistent with the rules of law.” That intent is to be obtained from the language of the will when read in the light of all the circumstances which surrounded the testator at the time of its execution. To ascertain that intention every word, phrase, clause and sentence must be given its due force and effect, and as Judge Vann remarks in Crozier v. Bray, 120 N. Y. 379. “ that intention is the absolute criterion of construction.”

The testator, an unprofessional man, drew the will. The disposing part of it is contained in one sentence, and is remarkably terse. The testator evidently weighed every word, and intended it to have force.

At the time of making the will he was seized of real estate situated in Syracuse worth about $35,000, part of which was subject to a mortgage of $4,500. He had no indebtedness besides said mortgage, and had no personal property. He had eight children, two of whom were minors, and three of whom were living at home, and dependent upon him for their support, maintenance and. education.

The first clause of the will conveys to Ophelia Baumgras not only the enjoyment but the ownership of the real estate,' [10]*10which includes the power of sale and conveyance by deed, mortgage or otherwise. During what length of time is that right of enjoyment and ownership to continue ? The íoIIoaving clause answers that question, “ during her lifetime.”

This clause limits the prior clause. Her power over the property is absolute during her life, and no longer. She can ' dispose of it by an act taking effect during her life, but not by will, which takes effect,' only at death.

This is in harmony with the next following clause, wherein the testator contemplates a remainder, for he does not entirely release his controlling hand over his estate after his devise to his wife. "What kind of a remainder does he contemplate, a remainder, consisting at all events, and absolutely, of the entire corpus of the estate ? The next following clause answers that question, “ and after her death whatever may be left is to be divided,” etc.

What effect is to be given to the words, whatever may be left ? ” He had in mind the possibility that under his wife’s right and power of ownership and enjoyment, the corpus of the estate might be diminished, and even entirely disposed of, used and consumed in that enjoyment, for the manner of such enjoyment, and the amount takeii therefor, is to be determined solely by her own desires and volition. Unless this be true, those words, whatever may be left,” have no force, for if she had no power of disposition, the entire corpus .of the estate would be left at her decease absolutely intact; but it is more reasonable to believe that to the plain mind of this business man these words were not 'valueless, but were fraught with deep meaning.

It is clear that it Avas not the intention of the testator to confer upon his wife the fee in the land, giving her the power to dispose of it by will to any object of her bounty, and thus possibly cut off the children, or some of them, from their share of a possible or probable remainder. The power which she possesses must be exercised during her life.

The testator emphasizes the right of ownership and enjoyment of the property given to his wife, by stating that it shall [11]*11be owned and enjoyed by her the same as if I had never owned it; ” yet the limitation over restrains their effect, and prevents the fee from vesting in her.

In this construction of the will, no violence is done to any word, phrase or clause, but due force and effect is given to each of them. But upon the postulate that the widow takes only a life estate, it is necessary to strike out of consideration, as meaningless, the clause respecting her ownership, “ the same as if I had never owned it,” and the clause, “ whatever may he left; ” and upon the postulate that she takes the fee, it is necessary to strike out of consideration, as meaningless, the clause, “ during her lifetime, and after her death whatever may be left is to be divided among my eight children in eight equal parts,” etc.; either proposition requires a mutilation of the will in substance as well as form.

Therefore, I hold that the widow owns a life interest in the property, and in addition thereto she owns any part or all of the principal, which during her life she may use up and consume in the enjoyment thereof, with the power to sell and convey the principal or any part thereof in fee, and that the property, if any, remaining at her death, will pass to the eight children in equal shares.

This view is sustained by the latest authorities. In Leggett v. Firth, 132 N. Y. 7, the will contained this clause : “ I also give, devise and bequeath to my wife, Ellesheba, all the rest and residue of my real estate, but on her decease the remainder thereof, if any, I give and devise to my said children or their heirs respectively, to be divided in equal shares between them.” It was held that the widow took a life estate, with power of sale, to be exercised during her life for her own benefit, and that the children took a remainder in fee, subject to the exercise of that power.

Judge Vann in his-opinion says: “ The remainder, if any, means the same as ‘ if there shall be any remainder,’ and the gift over is of what may be left,” and as it would all be left unless there was a rightto dispose of it, it follows by necessary implication that he intended his wife should have that power.”

[12]*12Thus, in constituting a gift over, the words the remainder, if any,” and the words “ if there shall be. any remainder,” are precisely equivalent in meaning to the words of this case, ■“ whatever may be left,” when used in contexts which have the same meaning.

In Thomas v. Walford, 16 N. Y. St. Repr. 764, the following clause was under consideration: I give and bequeath to my wife, Eliza J.

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Bluebook (online)
5 Misc. 8, 24 N.Y.S. 767, Counsel Stack Legal Research, https://law.counselstack.com/opinion/baumgras-v-baumgras-nysupct-1893.