Carter v. Bloodgood's Executors

3 Sand. Ch. 293, 1846 N.Y. LEXIS 394, 1846 N.Y. Misc. LEXIS 41
CourtNew York Court of Chancery
DecidedFebruary 21, 1846
StatusPublished
Cited by1 cases

This text of 3 Sand. Ch. 293 (Carter v. Bloodgood's Executors) is published on Counsel Stack Legal Research, covering New York Court of Chancery primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Carter v. Bloodgood's Executors, 3 Sand. Ch. 293, 1846 N.Y. LEXIS 394, 1846 N.Y. Misc. LEXIS 41 (N.Y. 1846).

Opinion

The Assistant Vice-Chancellor.

The same question was presented in the former suit, that has been argued here, and the decree decides that question. It was however, a point of law, involving no contested fact, and this suit relates to other property. I am not prepared to say that the decree was an estoppel, or that it concludes the defendants from contesting the construction of the will, in another suit relating to a different share of the es[296]*296tate. But as a decision of the law upon the identical point, by this court on a former occasion, I feel bound to follow it, unless on examining the case I am clearly and strongly convinced that it was erroneous.

The defendants insist that by the will, the income of the testator’s residuary estate is given to his six children collectively, and to the survivor of those children, the whole capital to remain in the executors, until the death of all his children. That on the death of each child of the testator, such child’s proportion is given to its issue, as a legacy at that time. If such child leave no issue, its share goes to the testator’s surviving children, excluding the issue of children who have died previously. And that the legacy to the issue of children, carries only the share or part of which the parent received the income at such parent’s decease. .

The effect of the defendants construction, applied to the events which have occurred, is this. ;

On Sarah T. Bloodgood’s death in 1835, without issue, her sixth pare remained in the residuary estate for the benefit of the five surviving children of the testator. On the death of the complain- , ant’s mother in 1839, the one fifth part of the residuary estate, vested in the complainant. When Susannah Bloodgood died in 1840, without issue, her fifth part continued in the residuum, for the benefit of the testator’s three surviving children, excluding wholly the issue of Mrs. Carter ; and so of Mrs. King’s fifth part on her death, without issue in 1843. And thus the two survivors, Mrs. Goodwin and T. T. Bloodgood, are entitled to the income of four fifths of the whole residuary estate, during their lives, and their issue if they die leaving issue, will take four fifths of such residue absolutely, leaving the other fifth to the complainant. If Mrs. Goodwin die before her brother, he will then take the income of the whole estate during his life, and if she die without issue, his children on his death will have four fifths of the property, and the complainant one fifth.

The construction insisted upon in the answer, (which goes further than was contended at the hearing,) will be further illustrated by supposing a different state of things which might have oc[297]*297curred. If Thomas T. Bloodgood had died in 1839, before either 'of his sisters, and had left issue four children, and then all the sisters had died, save Mrs. Carter; Mrs. Carter would at this time have had the whole income of the estate, and continued to enjoy it during her life, which might have continued twenty years. At her death, her son would take five sixths of the estate absolutely, and the four children of T. T. Bloodgood, after having gone through their entire minority, without any income whatever, would then jointly take the remaining one sixth.

I should mention, that the actual result has been varied, by the decree in the former suit, as to the shares of Sarah and Susan-nah ; but that decree was contrary to the construction claimed. The statement of the effects of the will, when thus construed, operating upon the contingency of one or the other, of the testator’s children dying before the rest, and leaving issue, must satisfy every" person who reads this will, that such was not the intention of the testator.

[in the various specific legacies which he gave to his children, in the previous portions of the will, he evidently made all the distinction, and indulged all the partiality, which he intended to make or exhibit, amongst the different branches of his family.j fehe residuary clause makes no distinction whatever^ {The grossly unequal distribution which might ensue from the defendant’s construction, is the work of chancej and the distressing consequences might as well have been visited upon the family of the testator’s only son, as upon the issue of either of his daughters. |The residuary clause shows that he had the issue of his children in view, and that he intended to provide for them without any distinction, or preference, except the natural one, that the issue of each of his children, whether more or less numerous, should receive their parent’s sharej,

I think that the true construction of the will, does not sustain the defendants claim. The words surviving children,” are mainly relied upon, to exclude the complainant from any participation in the shares of those of his aunts who have died since his mother’s death. And it is not to be denied, that the literal signification of those words, leads directly to that result.

[298]*298Mr. Powell says, it is now settled, after some fluctuation of authority, that where property is given to a plurality of persons/ with a devise or bequest over in certain events, of the shares of dying objects to the survivors, the word “ survivors” is construed others, so that as well those who die before, as those who survive the objects in question, are entitled; provided of course, that tbeir deaths did not happen under circumstances, which subjected their shares to the operation of the limitation over. And he puts the case of a bequest over to the survivors, on one dying under twenty-one years of age; the share of one so dying, he says, will vest in the persons surviving, and in the representatives of those who have previously died, after having attained that age. (2 Powell on Devises, by Jarman, 723.)

Such was the decision, by Lord Eldon, in Wilmot v. Wilmot, (8 Ves. 10,) and it has the sanction of Sir William Grant’s opinion expressed in strong terms, in Barlow v. Salter, (17 Ves. 482.)

In Harmon v. Dickinson, (1 Bro. Ch. Ca. 91, and note 1,) which is cited as supporting this doctrine, the bequest was to two persons, and when the second died without issue, there was no person answering the description of “ survivor,” except the children of the other legatee, who had died previously. This must, have been the ground of Lord Thui'low’s decision, because in the same year, (1781,) in Ferguson v. Dunbar, (3 Bro. Ch. Ca. 469, note,) where under a similar will, there urns a surviving legatee, as well as children of one who had died before the legatee whose share was in question, he decreed the whole to the surviving legatee. The case of Aiton v. Brooks, (7 Simons, 204,) was like Harmon v. Dickinson, in the circumstance above stated. >

On the other hand, in Crowder v. Stone, (3 Russell, 217,) the bequest after two life interests, was to the testator’s nephew, and four nieces equally, but in case of the death of either of them without lawful issue, before their shares became payable, then the share of such decedent should go to, and be equally divided, between and amongst the survivor and survivors of them, share and share alike. M. one of the nieces, died in 1797, leaving issue, and another niece G. died, in 1802, without issue. Lord [299]*299Lyndhurst held that the representatives of M. took no interest in the share of G. (And see Winterton v. Crawfurd, 1R. & Mylne, 407;

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3 Sand. Ch. 293, 1846 N.Y. LEXIS 394, 1846 N.Y. Misc. LEXIS 41, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carter-v-bloodgoods-executors-nychanct-1846.