Carpenter v. Carpenter

14 N.Y. St. Rep. 284
Procedural entryThis page is a short order in Carpenter v. Carpenter. Read the opinion of the Court — 9 N.Y.S. 583
New York Supreme Court·Decided February 15, 1888·Published

Opinion

Fish, J.

If this recovery can be sustained, a most unmitigated piece, of injustice will prevail.

The estate of John Carpenter, deceased, will pay a debt of his father, Hudson Carpenter, to the amount of over $3,000, without having received anything from his father’s estate.

Under the cover of a devise in the will of Hudson Carpenter which in terms gave his son John a farm worth about $3,000, and which farm was taken and sold by an order of the surrogate’s court, to pay the debts of Hudson Carpenter, in which proceeding this plaintiff joined and participated in the fruits, the estate of John Carpenter is sought to be charged with the residue of the indebtedness of said Hudson Carpenter, on the plea that before the proceeding taken in the surrogate’s court, John had accepted the devise and made himself personally liable for all of said indebtedness, no matter how great; and even though the entire estate of Hudson Carpenter, including the farm so devised to John, was insufficient to pay said indebted ness, and moreover the fact that the whole estate, including the farm was so taken and appropriated.

Such a result ought not to obtain unless the sharp ground upon which it is based cannot be avoided and is established beyond dispute, and unless, along with the facts and actions of the parties, the construction of the will of Hudson Carpenter, admits of no other conclusion.

Any construction of the terms of the will which does no violence to the language used, and which does not clearly conflict with the intention of the testator as so expressed, which will avert such a conclusion ought to be resorted to by the courts.

[286]*286Upon a careful reading of the whole will, including codicil, and giving effect to its several parts and keeping before us the probable intent of the testator, and his belief as to the state of his property at the time of making his will, it .cannot justly be found that it was his intent to charge the Beecher farm with the payment of his debts, or to charge his son John personally with the payment, as a condition of the devise of the Beecher farm ; on the contrary the fair and more reasonable conclusion to be drawn from the language is that he intended to give John the Beecher farm free and clear of any conditions, at the time supposing his other property was more than sufficient to pay all his just debts and legacies. Any other conclusion must be upon the idea that the father, instead of conferring a benefit upon his son John, was, in fact, inventing a scheme to saddle his debts upon John, so as to make him liable to pay at least double the value of the property devised to him, when he knew that his debts exceeded the value of his estate.

It may be assumed that the testator knew what property he owned, and believed he had correct views as to its value. It is very clear that he supposed the value of his property was considerably in excess of his debts, including the legacies provided.

Then it will be seen,

First. By the first section of his will, made the 26th of November, 1872, he directs his debts and funeral expenses to be paid out of his personal property, showing clearly that he believed his personal estate sufficient to pay all his debts.

Second. He gave to his wife by the will of 1872, a legacy of $3,800, which he declares to be in consideration of any moneys or property of hers, which had come to his hands, and all claims she may have against him cencerning her separate estate, and also in lieu of dower in the land or share in personal estate, and directs said $3,800 to be paid her “in the course of administration by my said executors in cash, out of any or all of my estate,” after adding $1,000 to the bulk of his estate from a sale of the Beecher Farm, which by that will he gave to his son Frank.

In the will made at that time, he gave his son Frank the Beecher Farm, upon condition of his paying a thousand dollars, to be added to the bulk of his estate; and although he does not direct the $3,800 to be paid to his wife out of any and all of his estate, by reading the language of the devise of the Beecher Farm to Frank, along with the paragraph giving $3,800 legacy to his wife, it is clear that he did not intend that the Beecher Farm, so given to Frank, should be resorted to, to pay that legacy; except as to the $1,000 to be added to the bulk of his estate. By that will his son John is made one of the executors, and the $3,800,, [287]*287is to be paid by executors out of the estate. Then, to make it more clear that he supposed his estate to he in value much larger than the sum of his debts, including the $3,800 to his wife, the will goes on to provide the sum of three thousand in legacies to other parties, to be paid out of his. estate what was left after satisfying all the foregoing bequests, and all expenses of administration; but at the same ' time refers to the contingency that there may not be suffi- • cient left to pay all, and in that event the said last named $3,000 in legacies to be paid pro rata.

It will be remembered that these legacies are only to be paid out of what is left after he had given the Beecher farm to Frank, and provided for paying his wife the $3,800 out of the bulk of his estate, and then, as if to make it more sure. that he did not intend the Beecher farm to be resorted to for any purpose connected with the devises, he follows all the foregoing provisions with the declaration that he expects to die seized of the Beecher farm, and other items of real estate named, and then, to enable the executors to carry out the provisions of the will, he gives all his real estate (except the Beecher farm), to his executors in trust, to sell, and with the avails make a fund out of which the legacies and bequests were to be paid. The whole tenor of the will, therefore, is to the effect that the testator intended by it, to save the Beecher farm from being resorted to for the payment of either debts or legacies, except to the extent of the $1,000 which Frank was to pay for it to go to the bulk of his estate. This was the condition of things on the 20th of July, 1874, when he made a codicil to his will.

The codicil revoked the devise of the Beecher farm to F'rank, and revoked the legacy of $300 to his grand-daughter, Harriet Jeffrey, and made no other change in the will then existing.

As he revoked the devise of the Beecher farm to Frank, he gives it to his son, John, the defendant’s intestate. All the other provisions of the will stand without alteration or qualification.

By the codicil, “ I give * * * to my son, John Carpenter * * * forever the said Beecher farm * * *

free and clear of any conditions whatever,” etc.

And then adds, “It being expressly understood that my son, John Carpenter, is to pay, out of my estate, all the just debts and legacies, as it shall be under my foregoing last will, and this my codicil thereto.”

This last devise to John of the Beecher farm, read with the language which followed it, did not make the debts and legacies a lien upon that farm, or make the payment of them a condition of the devise to John; on the contrary it was the intent clearly expressed, that the debts and legacies were to be paid out of the estate, other than the Beecher farm.

[288]

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Carpenter v. Carpenter, 14 N.Y. St. Rep. 284 (N.Y. Super. Ct. 1888).

14 N.Y. St. Rep. 284 (Carpenter v. Carpenter) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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