Brown v. Cleveland

58 How. Pr. 293
CourtNew York Supreme Court
DecidedJanuary 15, 1879
StatusPublished

This text of 58 How. Pr. 293 (Brown v. Cleveland) 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
Brown v. Cleveland, 58 How. Pr. 293 (N.Y. Super. Ct. 1879).

Opinion

Van Vorst, J.

In the first clause of the last codicil to his will, bearing date the 2d day of April, 1872, the testator speaks of a “codicil” (or codicils) to his will, theretofore executed. This expression “ codicils ” is repeated in other parts of this instrument in connection with other subjects, and notably with regard to provisions made by the testator in favor of his wife. But no codicil, other than the one bearing date the 15th day of August, 1860, and the one first above-mentioned, has been produced before the surrogate for probate ; and no evidence has been adduced before me of the fact of any codicil having been executed by the testator, other than the two above mentioned. The fact that the testator had resided many years abroad, and that his will, with the first codicil, remained in Hew York with the custodians selected by him for safe-keeping, may have led him, in the [297]*297absence of the document, to speak of other codicils, it not being absolutely clear to his mind whether his testamentary dispositions, in addition to his will, were contained in one or more codicils, and hence, for greater caution, in alluding to the subject in his last codicil, he speaks in the alternative of a “ codicil,” and in brackets “ [or codicils].” Whether there was one or more, he intended to confirm whatever testamentary disposition he had in that manner made, except as changed by his last codicil. In the absence of any proof upon the subject, we must accept the conclusion that there was not, in fact, any codicil executed by the testator, other than the two produced in evidence on the trial.

By the will itself, legacies out of his estate, to the amount of $53,000, were given to relatives and friends of the testator, who are named, and the residue of the estate was devised to the executors, in trust, to be invested in a manner to yield income, which income was given to the wife of the testator for life, and upon her death the principal itself was given to the children of a sister and brother of the testator, in the event that he died without leaving any child or children him surviving.

This was the only provision contained in the will in favor of the testator’s wife, and was by her to be accepted in lieu of dower.

By the last codicil the testator placed his wife in a new and distinct relation to his estate. He appointed her executrix of his will. He gave her a power of appointment over a portion of his estate, which he had set apart for charitable purposes, in the event that the beneficiaries selected by him could not take. He gave her, absolutely, certain articles of personal property and works of art and v&riu, liberated from any possibility of their being appropriated to any other charge or purpose under his will, and made a particular provision for her, during her life, out of a definite portion of his estate, which is to be set aside and properly invested to produce income for that purpose.

[298]*298But the testator is careful to declare that the provisions made for his wife, in his last codicil, are in addition to the provisions he had made in his will and codicils for her, and in addition to what she would by law receive under his will and codicils, which was, in substance, what he had antecedently stated that his will and codicils, except as changed iy this last codicil, were confirmed. Diverse views are entertained by the learned counsel engaged for the respective parties as to the construction of the will, in connection with the last codicil. One contends that the setting apart of the sum of $60,000 for the benefit of the wife for life, with a remainder over in favor of the charitable societies named in the will, is repugnant to the will by which the whole residue, after the payment of the legacies, to the amount of $53,000, was given to the trustees, to be by them invested and held for her use during her life, with remainder over to the children of his sister and brothers, and that, as the whole estate was given away by the will, which gifts were confirmed by the codicil itself, the new provision by which the income of $60,000 is given to her for life and the principal to the charitable societies after her death, and the setting aside of that sum out of his estate for those purposes, is incapable of execution as there is no property remaining undisposed of upon which the codicil in this regard can act.

Another counsel contends that the codicil, in effect, revokes the legacies of $53,000 given by the will, and that the moneys originally intended to satisfy them is to be appropriated towards the creation of the fund of $60,000 for the benefit of the testator’s wife for life and the charitable societies after her death.

It is urged by the counsel representing these interests that there is such repugnancy between the provisions and gifts in the will and codicil, in these particulars, that one or the other must give way.

Such conclusion cannot be accepted, unless from a con[299]*299sideration of the will and codicil together the provisions in both are incapable of execution.

Then, the latest disposition made by the testator must prevail, as best in harmony with his intentions (Parks agt. Parks, 9 Paige, 109).

The effort, however, should be to harmonize and reconcile, if possible, the provisions, apparently repugnant, and in this way effectuate the will of the testator.

In Taggart agt. Murray (53 N. Y., 233) it is declared that effect is to be given, if possible, to all the provisions of the will, and no clause is to be rejected, or interest intended to be given, sacrificed, on the ground of repugnancy, when it is possible- to reconcile the provisions supposed to be in conflict.” I cannot conclude that the legacies to the amount of $53,000, given by the will, are disturbed by the codicil.

There is an entire absence of any expression, proceeding from the testator, to indicate that his particular intention, with regard to the persons designated by him to receive gifts to that amount, had been changed; on the other hand the general language of the codicil, by which the will was confirmed, must be held to re-establish these gifts ; and, besides, they do not amount to the sum directed to be set aside by the codicil. It is true, as is urged by the learned counsel for the widow, that the testator, in the same manner, confirms the provisions made for his wife in the will, which disposes of the residuary estate for her benefit for life after the satisfaction of these legacies. If the terms the rest and residue of my estate ” are to be regarded as an absolutely fixed and determined property and estate, given by the will to the executors, in trust, not intended to be abridged or disturbed .by the codicil, then there would be no property remaining out of which the fund of $60,000 could be raised. But I do not regard the gift of the residue to his executors, for the benefit of his wife, as inflexible; I think the codicil changes the amount, although not the ultimate direction, of the rest and residue.”

The last codicil was a republication of the will, and makes [300]*300it speak from the date of the codicil, and as changed by its terms; that was clearly the intention of the testator (Kipp agt. Van Cortland, 7 Hill, 346; Van Alstyne agt. Van Alstyne, 28 N. Y., 375).

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Related

Van Alstyne v. . Van Alstyne
28 N.Y. 375 (New York Court of Appeals, 1863)
Taggart v. . Murray
53 N.Y. 233 (New York Court of Appeals, 1873)

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Bluebook (online)
58 How. Pr. 293, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brown-v-cleveland-nysupct-1879.