Beckett v. Morgan

122 Misc. 228
CourtNew York Supreme Court
DecidedJanuary 15, 1924
StatusPublished

This text of 122 Misc. 228 (Beckett v. Morgan) 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
Beckett v. Morgan, 122 Misc. 228 (N.Y. Super. Ct. 1924).

Opinion

Dike, J.

J. P. Morgan & Co., bankers, became the depositary of certain securities and moneys which had been delivered to Lucy E. Lee and Katherine P. Hurlbert, life legatees under the last will and testament of Katharine Roxana Field, by an order of the [230]*230Supreme Court, Kings county, in 1903, which order was made in a certain final accounting in said estate by William Jay, sole surviving executor, and which order among other things directed that said property be so placed with the depositary, above mentioned, upon the life legatees giving a bond that the principal should not be dissipated, they to enjoy the income arising therefrom during their lifetime. The decree of the Supreme Court further provided that after the death of the life legatees, Lucy E. Lee and Katherine P. Hurlbert, the said securities and funds in the hands of the depositary should be distributed pursuant to the provisions of paragraph 7 of the will of Katharine Roxana Field. The testatrix, Katharine Roxana Field, died in August, 1901, and her will was duly admitted to probate. This proceeding is brought to secure a construction of the said will and the codicils thereto, but especially paragraph 7 of said last will and testament, which reads as follows:

“Seventh. I give to my said husband Osgood Field my carriages, furniture and other personal effects not herein otherwise disposed of, for his own use forever, and I also give and devise to my said husband all the rest and remainder of my estate real and personal, to be by him held for his own use and benefit for the term of his natural life, with the remainder over to the following persons in the following proportions: To my cousins Lucy E. Lee and Katherine P. Hurlbert each four-sixteenths to be by each severally held for life, with the remainder of each several share to the issue of the legatee to whom the share is devised, and in case either of the legatees shall die without issue then the share of such legatee shall revert to the issue of the other, the word ‘ issue ’ in the descent through Lucy E. Lee being limited to her granddaughters Lucy Katharine Beckett and Muriel Beckett. If such Lucy E. Lee and Katherine P. Hurlbert die without leaving issue then the said bequests of eight-sixteenths of my estate shall lapse and fall into the remainder of my estate, the word ‘issue’ as applied to Lucy E. Lee still construed as meaning her granddaughters Lucy Katharine Beckett and Muriel Beckett.”

It appears that the said Muriel Beckett named in paragraph 7 of the will was the granddaughter of Lucy E. Lee, and that said Muriel Beckett died in June, 1916. Muriel Beckett left a last will and testament which was duly admitted to probate by the! Probate Division of His Majesty’s High Court of Justice of the United Kingdom of Great Britain. Thereafter Lucy E. Lee, the life legatee, died in January, 1918, leaving a last will and testament, [231]*231with codicils thereto, which were admitted to probate by the Surrogate’s Court of New York county, and then followed in May, 1922, the death of the other life legatee, Katherine P. Hurlbert, who left a last will and testament, duly admitted to probate in the county of New York. The said Katherine P. Hurlbert died without issue, and the plaintiff in this action is the only survivor of Lucy E. Lee, named in the said 7th paragraph of the will now under examination.

This would be a situation from which little difficulty were to be expected were it not that in 1895, when the will was made, the legal issue of Lucy E. Lee were not only Lucy Katharine Beckett, the plaintiff herein, and Muriel Beckett, who departed this life, as above set forth, but also Ralph William Beckett, who is a grandson of said Lucy E, Lee and who is still alive, and by the said will of Muriel Beckett is to partake of any estate which may pass to her under the will of the testatrix. Is there any such estate capable of being devised? The position of the plaintiff is that she alone is entitled to the property and all of the property now in the hands of the depositary, J. P. Morgan & Co., she being the sole person entitled to the shares of the life legatees. The executors of the last will and testament of Muriel Beckett claim as representatives of her estate that they are entitled to one-half of said funds. This demand is based upon the claim that Muriel Beckett had a vested remainder in this property under paragraph 7, and are thus entitled to her share in such remainder, viz., one-half.

What did the testatrix intend? The clear interpretation of the words in paragraph 7 shows her intention upon the event of the death of Katherine P. Hurlbert to direct a distribution of the remainder limited upon her life estate to her issue. Equally clear is it that in the case of the other, life legatee, Lucy E. Lee, a similar distribution should be made of that share of the estate to certain specific and named granddaughters, namely, Muriel Beckett and the plaintiff herein, Lucy Katharine Beckett, and their issue. Provision is clearly made for the case of either life legatee dying without issue and in such case the testatrix directed a “ reversion ” to the issue of the other, and specifically in the case of issue in descent through Lucy E. Lee, limiting the issue to the same granddaughters, namely, Muriel Beckett and the plaintiff. “If both Lucy E. Lee and Katherine P. Hurlbert die without leaving issue then the said bequests of eight-sixteenths of my estate shall lapse and fall into the remainder of my estate,” the word “issue” so [232]*232far as applying to Lucy E. Lee specifically designating the two named granddaughters. Is this exclusive of any one else? Does it not clearly indicate that in the mind of the testatrix she desired these two named grandchildren alone to benefit in case of the contingency provided for? Was this not a controlling limitation in the distribution of the estate? Ralph William Beckett was alive at the time of the making of the will, yet one may look in vain throughout this will to find any mention of such grandchild. Is it not, therefore, a fair construction of this paragraph to say that the remainder was to pass either to the plaintiff and Muriel Beckett or their issue, or to the plaintiff and Muriel Beckett or the survivor? When Katherine P. Hurlbert died, and without issue, it was clear that the provision of the will became effective and the remainder limited upon the life estate vested in the issue of the other life legatee, and as the plaintiff was the only one surviving, and specifically in the mind of the testatrix, it would seem that the plaintiff should prevail in her contention.

The executors of Muriel Beckett contend that the remainder in Muriel Beckett and Lucy Katharine Beckett were vested remainders and that they should have one-half of the funds in the hands of the depositary.

In Herzog v. Title Guarantee & Trust Co., 177 N. Y. 86, 91, we find this to be said upon the intention of a testator: “ The intent to be discovered is not whether he intended to make a valid disposition of his estate, but what provisions he in fact intended to make.”

A perusal of the paragraph in question discloses reiterated mention of the legatees who are specifically named. The intention of the testatrix must, therefore, outweigh any construction to which it might be opposed. Matter of Young, 145 N. Y. 535. “The intention shall control where it can be ascertained 1 within the four corners of the will.’ ” “ If futurity is to be annexed to the substance of the gift, the vesting is suspended.” Matter of Crane, 164 N. Y.

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Related

In Re the Accounting of Crane
58 N.E. 47 (New York Court of Appeals, 1900)
In Re the Judicial Settlement of the Accounts of Young
40 N.E. 226 (New York Court of Appeals, 1895)
Herzog v. . Title Guarantee Trust Co.
69 N.E. 283 (New York Court of Appeals, 1903)
Stokes v. . Weston
37 N.E. 515 (New York Court of Appeals, 1894)
Shindler v. Robinson
150 A.D. 875 (Appellate Division of the Supreme Court of New York, 1912)

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Bluebook (online)
122 Misc. 228, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beckett-v-morgan-nysupct-1924.