Bowditch v. . Ayrault

34 N.E. 514, 138 N.Y. 222, 52 N.Y. St. Rep. 330, 93 Sickels 222, 1893 N.Y. LEXIS 831
CourtNew York Court of Appeals
DecidedApril 25, 1893
StatusPublished
Cited by69 cases

This text of 34 N.E. 514 (Bowditch v. . Ayrault) is published on Counsel Stack Legal Research, covering New York Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bowditch v. . Ayrault, 34 N.E. 514, 138 N.Y. 222, 52 N.Y. St. Rep. 330, 93 Sickels 222, 1893 N.Y. LEXIS 831 (N.Y. 1893).

Opinion

Peckham, J.

The sole question for our determination arises upon the construction to be given to the 25th clause in the will of Allen Ayrault, who died February 4, 1861, then being a resident of the county of Livingston in this state. The will was duly admitted to probate, and everything being in readiness for a final closing up and accounting by the trustee under the will, of all matters pertaining thereto, such trustee *227 has brought this action to obtain a construction of the clause in the will above mentioned, and to make a final distribution of the funds in his hands, pursuant to the decree of the court.

The will provided for the creation of several separate and independent trusts, to commence at the time of the testatoi,ss death, and which might last in some cases for the full term permitted by the statute. The following is that portion of the 25th section which is matei-ial to be considei-ed: “I give, devise aixd bequeath the rest, residxxe and remainder of my estate, both pex-sonal and real, not liei-einbefore disposed of, and such portions of the same as shall remain after the timsts herein provided for are fully dischax-ged and fulfilled, and the legacies herein given are paid in full, to my said trustee, to be by him disj>osed of as follows: I dix-ect him to sell and convey all such estate, real and personal, and convert the same into money, or available means for such purpose, and dispose thereof as follows: I direct him as fast as practicable to divide two-thirds of said residuary estate between all the children of my brother Jolm Ayi’ault, and my sister Mary Smith, widow of Sparrow Smith, and of my deceased brothers JSTicliolas Ayi’ault, Boswell Ayrault and Lyman Ayrault, and of my deceased sister Emily Griffith, who maybe living at the time of my decease, and to the descendants of such of said children as may be deceased when said estate or any part thereof is distributed; said two-thirds of said residuary estate to be divided between all such children and their descendants equally, share and share alike; all the children of each deceased pex-son to receive collectively the poi’tion to which their parent would, if living at such distribution, be entitled under this provision.” A

The balance of the section provides for the disposition of the remaining one-third of the residuum of the estate. The question argued here relates to the vesting of the property to be distributed under the 25th section.

There is no question that the property is to be regarded as pei’sonal and that the rules applicable to that species of property are to be applied here.

*228 The realty is directed to he sold by the trustee and converted into money and to be disposed of as directed in the will. There have been several distributions of portions of the residuum of the estate made by the trustee as from time to time he realized funds for that purpose, and such distributions have heretofore been made upon the theory that these legacies did not vest until each actual distribution of the estate which might from time to túne be made, and in the event of the death of anyone, who, if living at the time of the distribution, woxdd have been entitled to a share of the property distributed, his descendants would be entitled to his share, but if he died before a particular distribution was made, without leaving any descendants, his interest passed to the survivors and did not descend to the personal representatives or assignees of the legatee so dying.

The appellant Florence Ayrault is a daughter of Walter Ayrault, deceased, who was a son of the testator’s deceased brother ¡Nicholas mentioned in the 25tli clause. She is one of the next of kin of certain nephews and one niece, who have died since the testator without leaving any descendants, and whose estates have not been recognized by the trustee as entitled to any further share in the distribution of the residuum, and their share has been upon former distributions divided among all the legatees who were entitled at that time to a portion of the residuum then divided, whereas it is now claimed on her behalf that the shares which would have gone to these deceased nephews and niece had they lived, should now be divided among their next of kin, they having died intestate and without descendants. In such case the share coming to the appellant would be larger than if the other basis of division were adopted.

There now remains a sum slightly exceeding $38,000 to be distributed, and the rule which shall govern therein is now to be decided.

The general rule is acknowledged by the parties that the law favors the vesting of legacies as soon as possible after the death of the testator. It is, however, a question of intention *229 as to wliat the will really means, and while it is the inclination of courts to adopt a construction which would permit such vesting, yet they must construe the will as actually made, and not attempt to make one which may seem to them better or wiser than that made by the testator. It is claimed on the part of the plaintiff that the language of this will brings the case strictly within what he states to be the general rule, that where in the case of personalty there is no gift except by way of a direction to the executor or trustee to pay or to divide and pay at a future time, the vesting of the property in the beneficiary will not take place until that time arrives.

The cases cited by the learned counsel for the plaintiff do not show that there is an absolute and unvarying rule which prohibits the vesting where the language does not in terms make a gift directly to the legatee, and where the direction is to divide and pay at some future time. The intention of the testator is still the guide, and the intention must be sought from the language actually employed.

In reading this will, it seems to us quite plain that the words used by the testator import a gift primarily to the children of his brothers and sisters “ who may be living at the time of ” his decease. The formal gift is made to the trustee, but he has no beneficial interest in it and it is made in order that he may convert testator’s residuary estate into money, and as fast as practicable divide, two-thirds of it among the children of the testator’s brothers and sisters who may be living at the time of his death. Understanding, of course, the uncertainties of life, he provides for a substitution of the descendants of those children who may be deceased when the estate, or any part, is to be distributed, the descendant to take the share which the parent would have taken if living. The gift is, however, in substance to the children living at his decease, and we think it then vested, subject to be divested by the death of any child before distribution, and by the substitution of his or her descendants, if any were left. If there were no such descendants, then the property remained vested in the child, and upon his death formed part of his estate, subject to be disposed of as the law or his will provided.

We do not think that futurity is annexed to the substance

*230 We do not think that futurity is annexed to -the substance of this gift within the meaning of the expression as cited by Jarman (1 Jarman on Wills, 760).

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re the Accounting of Manufacturers & Traders Trust Co.
20 A.D.2d 196 (Appellate Division of the Supreme Court of New York, 1964)
In re the Estate of Bunker
183 Misc. 523 (New York Surrogate's Court, 1944)
In re the Estate of Goetz
177 Misc. 906 (New York Surrogate's Court, 1942)
Meredith v. First Trust Co.
260 A.D. 517 (Appellate Division of the Supreme Court of New York, 1940)
In re the Estate of Fletcher
173 Misc. 711 (New York Surrogate's Court, 1939)
In re the Estate of Voorhis
172 Misc. 415 (New York Surrogate's Court, 1939)
In re the Estate of Heubach
165 Misc. 196 (New York Surrogate's Court, 1937)
In re the Estate of Baer
161 Misc. 797 (New York Surrogate's Court, 1936)
In re the Estate of Stephani
161 Misc. 803 (New York Surrogate's Court, 1936)
In re the Estate of Hungerford
158 Misc. 317 (New York Surrogate's Court, 1935)
In re the Estate of Jarvis
152 Misc. 252 (New York Surrogate's Court, 1934)
In re the Estate of Baker
146 Misc. 296 (New York Surrogate's Court, 1933)
In re the Estate of Jackson
142 Misc. 352 (New York Surrogate's Court, 1931)
Megrue v. Megrue
231 A.D. 245 (Appellate Division of the Supreme Court of New York, 1931)
In re the Estate of Irvin
137 Misc. 666 (New York Surrogate's Court, 1930)
Valentine v. Aycrigg
128 Misc. 635 (New York Supreme Court, 1927)
In re the Last Will & Testament of King
215 A.D. 25 (Appellate Division of the Supreme Court of New York, 1925)
In re the Judicial Settlement of the Account of Proceedings of Lutz
122 Misc. 336 (New York Surrogate's Court, 1924)
Chandler v. Kron
110 Misc. 397 (New York Supreme Court, 1920)
Central Trust Co. v. Falck
177 A.D. 501 (Appellate Division of the Supreme Court of New York, 1917)

Cite This Page — Counsel Stack

Bluebook (online)
34 N.E. 514, 138 N.Y. 222, 52 N.Y. St. Rep. 330, 93 Sickels 222, 1893 N.Y. LEXIS 831, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bowditch-v-ayrault-ny-1893.