Clay v. . Wood

47 N.E. 274, 153 N.Y. 134, 7 E.H. Smith 134, 1897 N.Y. LEXIS 688
CourtNew York Court of Appeals
DecidedJune 8, 1897
StatusPublished
Cited by51 cases

This text of 47 N.E. 274 (Clay v. . Wood) 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
Clay v. . Wood, 47 N.E. 274, 153 N.Y. 134, 7 E.H. Smith 134, 1897 N.Y. LEXIS 688 (N.Y. 1897).

Opinion

Gray, J.

Upon reading this will we can infer some conflict in the mind of the testator with respect to the ultimate disposition which he should make of his property. It was as to how he might benefit the persons named in the fifth clause, after his widow’s death. He could have created, in terms, a life estate in his wife, with a remainder over in their favor, in which case there would be a certainty with respect to their interest; or he could have created a power of appointment in their favor with a like certainty ; or he could take the course which he did, namely, of desiring that his wife should make them “ her heirs.” The mental conflict was not serious respecting the superior claims of his wife, as we seem clearly to see from the careful and elaborate provisions of his will; hut it appears when we read his expressions of desire and of request, addressed to his wife respecting a disposition of the estate which he had given to her, and which she might well have heeded. What was the dominant intention of IVIr. Olay in making his will as he did % To discover that we must take into consideration the whole scheme of the will and weigh the expressions which he has made use of, when defining the interest of his wife. Whether the will in question was -drawn with the aid of a lawyer, or by a lay hand, we are not informed. The language is somewhat inartificial and, yet, it is so plain and emphatic as to leave little room for doubt in the mind, as to what was the principal purpose of the testator. His general scheme was to give everything to his wife upon his death, except the legacies which he gave by the third and fourth clauses. That was the simple plan which he, evidently, had in mind and the question is whether the disposition which he made, resulted in vesting in her the full beneficial inter *139 est in, and an absolute right of disposal of, the property; or whether, as the appellants claim, a trust was created with respect to that property, or a power of trust imperative in its nature. It is very earnestly and ably argued in behalf of the appellants that, by force of the last clause in the fifth paragraph of the will, while the widow took a legal estate in fee, it was subject, as to the real and personal property, to a trust, or to a power in trust, in favor of the persons and the classes of persons named therein, and they base the argument upon the proposition, substantially, that the provision is couched in such precatory words as to fulfill all the conditions named by the authorities as requisite to create a trust; in that the words used exclude any option or discretion in the wife and the subject of the request and the objects of the bounty are definitely pointed out. They argue, too, that the relations sustained by the persons named to the testator are such, and are shown by other parts of the will to be such, as to indicate a strong interest on his part to make the gift. If, however, the conclusion must be reached that the testator intended an absolute gift to his wife of his real and personal property, carrying with it an absolute right of disposal, then it will become unnecessary for us to consider questions of trust or of power in trust; for the existence of an absolute and beneficial estate in fee in the widow would be equally destructive of the claim of a trust, or of the claim of an imperative trust power.

The testator, it must be admitted, was very emphatic in the use of language, when defining the nature of the holding by his wife of the estate devised and bequeathed. When he gave to her the house and lot where he resided, he added the Avords, “and to her heirs and assigns forever.” In the same paragraph, where he had so given her the house and lot and, also, all of his household goods and effects, he repeats that she was “ to have and to hold the said house and lot to her -x- -» * an¿ £0 ¡ier he^.g and assigns forever; ” and he states with reference to the personal effects that she Avas to have and to hold them “ unto her * * * and to her heirs, executors, administrators and assigns forever.” This repetí *140 tion of language, indicating completeness and perpetuity of ownership, arrests the attention. It will be observed, too, that there was discrimination in the employment of language defining her holding, in the use of words which would be appropriate in speaking of the succession to either class of property. He had been particular, in the first clause, to direct that, in the payment 0f his debts, the mortgage upon the house and lot should be discharged, and he was equally particular, in the promotion of the interests of his wife, in directing, in the fourth clause, that the legacies given should not be a charge upon either the house and lot, or the personal effects mentioned. When he disposes of his residuary estate, in the fifth clause, he is again emphatic in defining the estate which his wife shall take therein, by giving it to her “ and to her heirs, executors, administrators and assigns forever.” Again, in expressing his desire and request as to the disposition to be made by his wife, in that clause, he refers to “ the said estate which by this will I have bequeathed to my said wife.” It is hardly conceivable that the intention of a testator that his wife should have the absolute title to, and the completest right of disposal of the estate given, could be stated in more forcible language. The words which have been sometimes used, and which the counsel for the appellants think would he more appropriate to express the intention to make an absolute gift to the wife, such as with full power of disposal,” or “ for her sole use and benefit,” would not be any stronger and, indeed, would seem to he more appropriately used when providing for the case of a married woman and to protect her against her husband’s acts. Where there is an absolute gift of real or personal property, in order to qualify it, or to cut it down, the latter part of the will should show an equally clear intention to do so, by the use of words definite in their meaning, and by expressions which must be regarded as imperative. That is a general rule and can it be said of the concluding clause of this fifth paragraph that it stands the test? We cannot think so. It undoubtedly contains the desire and request of the testator that his wife should make the persons *141 named her “ joint heirs ” after death; bnt in view of the very emphatic and precise language, which he had seen fit to employ in defining the estate which his wife should take in his property, it would be going too far in the effort to give effect to the testator’s desire to hold that it dominated his previous expressions of intention and affected their legal force and significance.

In Phillips v. Phillips (112 N. Y. 197), a case upon which much reliance is placed by the appellants, Judge Finch observed of the testator’s will, in the course of his opinion, “ that in the gift to Ids wife he does not add words that could seem inconsistent with a subsequent charge upon it, as for her own use and benefit, or to her and her heirs forever, but leaves the path to a trust or a charge unobstructed so far as possible.” That case differed from- the present one, in that the testator wished ” his wife, who was his executrix, “ if she finds it always convenient,” to pay to his sister and brother during their lives the interest on §10,000.

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Bluebook (online)
47 N.E. 274, 153 N.Y. 134, 7 E.H. Smith 134, 1897 N.Y. LEXIS 688, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clay-v-wood-ny-1897.