Colton v. Fox

13 N.Y. Sup. Ct. 49
CourtNew York Supreme Court
DecidedDecember 15, 1875
StatusPublished

This text of 13 N.Y. Sup. Ct. 49 (Colton v. Fox) 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
Colton v. Fox, 13 N.Y. Sup. Ct. 49 (N.Y. Super. Ct. 1875).

Opinion

Davis, P. J. :

This suit was brought by the executors of Reuben Parsons to obtain a construction of the eighth clause of his will, in order to determine whether the trusts thereby created of his residuary estate are valid. That clause of the will is as follows: Eighth. I give and devise and bequeath all the rest, residue and remainder of my estate, both real and personal, to my executors hereinafter named; or the survivors or survivor of them, upon the following trusts, namely: to pay the income, rents, issues and profits thereof to my brothers, Roswell Parsons and William Parsons, and to my sisters, Fidelia Marcy and Nancy Charles, equally, share and share alike during the joint lives of my said brothers and sisters, and, after the several deaths of my said brothers and sisters, then to divide the said real and personal estate equally among the children of my said brothers and sisters respectively, the said children to take the parents’ share. And I expressly declare that, in case either of my said brothers or sisters shall die, leaving the others surviving, then the income herein intended for the one or the other so dying shall be paid to the issue or representative of the one or the other so dying.”

The appellants were sisters of the testator, of the half-blood. Neither of them is mentioned in the will. The intention of the testator to give to each of his.brothers and sisters of the whole blood, named in the eighth clause of his will, the income of one-quarter of his residuary estate during their respective lives,is entirely plain; and it is equally clear that he intended to give the principal, or corpus, of each quarter to the children of each of his brothers and sisters then in esse, or to be born thereafter; and the intention that the brothers and sisters of the half-blood should take nothing under the will follows by necessary implication.

With these several manifest intentions so palpably before us, it is our duty to determine whether or not the scheme adopted by the [51]*51testator to carry them out, is so far in conflict with the law that it cannot be upheld.

It is the duty of courts, if any construction can be given to the provisions of the will which will execute the intentions of a testator without violating law, to adopt such construction; but courts have no legal or moral power, however plain the intention of the testator, to make for him another will which shall consummate his intentions, where his own cannot stand in accordance with the law.

The true rule on this subject is expressed by Bronson, J., in Hawley v. James (16 Wend., at page 144). He says : “ The rule that the intent of the testator is to govern in the construction of wills has no necessary connection with the inquiry whether the devise or bequest is consistent with the rules of law. When we have ascertained what particular disposition the testator intended to make of his estate, then, and not before, the question arises whether the will is valid. If the disposition actually made is not inconsistent with the rules of law, the will is good, and must be carried into effect, whatever the testator may have thought about the legality of the act. And, on the other hand, if the disposition actually made is contrary to law, whether it happened through design or the want of accurate information, the will is worthless, and we have no choice but to declare it void.”

To this test the provisions of the will under consideration are to be brought. By them, all the rest, residue and remainder of the testator’s estate, both real and personal, is devised and bequeathed to his executors or the survivors or survivor of them, upon the trusts named, which are, first, to pay the income, rents, issues and profits thereof to my brothers, Roswell Parsons and William Parsons ; and to my sisters, Fidelia Marcy and Nancy Charles, share and share alike, during the joint lives of my said brothers and sisters.” This provision disposes of the rents, issues and profits in equal shares during the joint lives of the four persons named; and, standing by itself, the trust- would undoubtedly terminate on the death of either of them, because its limitation is upon the joint lives of them all. But clearly it was not the intention of the testator that, upon the death of either one or more, the trust should cease as to the survivors or survivor. He did not design that, upon the death of one, the other three should cease to receive the equal share of [52]*52such rents, issues aud profits intended to be given to him or her during his or her life, and the important question is: What does the scheme of his will do with the share of such decedent % If it gives such share absolutely to his or her children, then there is nothing in conflict with the law in such a disposition. We have, therefore, to see whether the testator has disposed of the rents, issues and profits of any of his brothers or sisters who shall die, leaving the others surviving, in such manner that, if the scheme of the will be carried out, the whole fund in trust will be kept together undivided until the death of the last of his four brothers and sisters. To determine that, it seems necessary first to construe the last sentence of the eighth clause of the will. That sentence reads : “And I expressly declare that, in case either of my said brothers or sisters shall die, leaving the others surviving, then the income, herein intended for the one or the other so dying, shall be paid to the issue or representative of the one or the other so dying.” This is a manifest disposition, not of the corpus, or principal, of the trust fund, but of income to be paid directly by the trustees. If we bring this sentence in direct contact with the other provision of the will relating to income, perhaps it will aid us in ascertaining the true construction of the provision. Read together, the directions are, “ to pay the income, rents, issues and profits thereof to my brothers, Roswell Parsons and William Parsons, and to my-sisters, Fidelia Marcy and Nancy Charles, equally, share and share alike, during the joint lives of my said brothers and sisters. And I hereby expressly declare that, in case either of my said brothers or sisters shall die, leaving the others surviving, then the income, intended for the one or the other so dying, shall be paid to the issue or representative of the one or the other so dying.” Thus read, the provisions create a trust in favor first, of the four brothers and sisters during their joint lives; but, when the joint estate in trust thus created shall terminate' by the death of either of said brothers or sisters, leaving others surviving, then the trust is continued for the benefit of the survivors, and the share of the deceased is to be paid to his issue or legal representative. The language used indicates that the testator did not intend this provision to be limited to the death of one brother or sister, but to continue applicable to several deaths, and so long as there should remain a survivor ; and, therefore, he [53]*53used the unusual yet not inapt phrase, “ then the income, herein intended for the one or the other so dying, shall be paid to the issue or representative of the one or the other so dying meaning by the phrase, “ one or the other,” the same as though he had said each one so dying. So that, to ascertain the meaning of the testator, the sentence may without impropriety be read: And I hereby expressly declare that, in case either of my said brothers and sisters shall die, leaving the others surviving, then the income herein intended for each one so dying shall be paid to the issue or representative of each one so dying.

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Bluebook (online)
13 N.Y. Sup. Ct. 49, Counsel Stack Legal Research, https://law.counselstack.com/opinion/colton-v-fox-nysupct-1875.