Cruikshank v. Cruikshank

39 Misc. 401, 80 N.Y.S. 8
CourtNew York Supreme Court
DecidedDecember 15, 1902
StatusPublished
Cited by2 cases

This text of 39 Misc. 401 (Cruikshank v. Cruikshank) 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
Cruikshank v. Cruikshank, 39 Misc. 401, 80 N.Y.S. 8 (N.Y. Super. Ct. 1902).

Opinion

Maddox, J.

The will and codicils under consideration, holographic in character, were prepared with evident care and the will alone by itself comprehensively presents a complete scheme, is readily and without difficulty construed and interpreted and testator’s plan and purpose made plain; it is with the second codicil that question is raised, and that of a serious nature, since it involves the possible disinheriting of a grandchild, save as to the income, during his life, of a trust fund of about $50,000.

Testator’s intention must be gathered, if possible, after a careful scrutiny and consideration of all the language employed in the will and the three codicils as one instrument and his purpose, when ascertained, effectuated and not frustrated because of any inapt or incomplete expression or by reason of an inadvertent omission in a provision or item thereof, and the language of a holographic will should be given its ordinary and popular significance and meaning, rather than a technical interpretation, especially if the testator be a layman.

The controversy here is as to the final disposition of the corpus of the trust created for the benefit of the daughter Hattie and her issue, by the fourth item of testator’s will, as the provisions thereof are affected and changed by the second and third sentences of his second codicil.

By said fourth item the testator gave and devis'ed certain property to his executors, in trust, for the benefit of my daughter Hattie during life, * * * and all moneys derived thereby from rents, dividends, interest and from all other sources are to be paid over in quarterly payments to my said daughter Hattie after all taxes, insurances, repairs and other proper charges including a commission of five per cent, on sums collected as income for their services have been deducted and paid. On the death of my said daughter Hattie leaving issue her surviving the income derived from this trust, or so much of it as my executors may deem proper, is to be used for the support, education and maintenance of such issue during minority and when that is reached the entire principal is to be paid over to such issue; and in case there be no issue [403]*403her surviving or the issue die before maturity, then, in either event, the said principal, is to go to my remaining children share and share alike ”.

A trust provision similar in every respect to the foregoing was made in favor of testator’s other daughter, Carrie, and her issue, which was not changed by any of the codicils, and the bequests and devises to the three sons are alike in tenor and absolute in terms.

By the second codicil testator, among other things, provided as follows: “ Under section four of said will I have given to the issue of my daughter Hattie at her death the entire principal real and personal of the fund held by my executors in trust for her use and benefit during her life: This bequest I hereby amend by giving to said issue the income of said fund instead of the principal and, with this end in view, I hereby give to my executors full power and authority to act as trustees of said issue and in like manner and respect as in the case of Hattie during her lifetime.”

It is plaintiff’s contention that the gift of the principal of that trust to Hattie’s issue was not revoked by the second codicil and that he, as the sole issue, has a vested remainder therein, subject to an equitable life estate; that the control and enjoyment only of the principal is postponed and instead thereof that he takes the income for life. That, being beneficially interested in the whole of the income thereof and being entitled to the remainder of the whole of the principal of said trust, subject only to such beneficial estate for his life, and having released to himself as such remainderman his beneficial interest in the income, by operation of law, a merger of the trust in the remainder has resulted and that he is, therefore, entitled to the immediate possession and control of the same. 1 Rev. Stat. 730, § 63, as amd. by Laws of 1893, chap. 452; Real Prop. Law, Laws of 1896, chap. 547, § 83; Pers. Prop. Law, Laws of 1897, chap. 417, § 3. On the other hand, the defendants claim a revocation of the bequest of the remainder and contend that it went to and vested in the testator’s “ remaining children share and share alike.”

At the outset it is well to be mindful that the law favors equality as between the children and grandchildren of a testator and that courts will avoid disinheritance of one entitled to a testator’s bounty, unless the intention to discriminate or to exclude is clearly shown; likewise, that a partial intestacy is not to be favored if by [404]*404fair interpretation of the language used it can be avoided; again, that a gift or devise couched in clear and unmistakable language will not he cut down or be deemed revoked by a subsequent provision or clause not equally as clear and as- decisive in terms, and further, that equality as between his children and their issue, save as limited by the provisions of the second codicil as to the gift to her issue of the principal of the trust created for the benefit of his daughter Hattie, is well evidenced by testator’s language, as is also his intention to fully dispose of all his estate, for he has seemingly negatived the possibility of a partial intestacy in any event.

The daughter Hattie had been divorced in 1880 and, having resumed her maiden name, with her only child, this plaintiff, then about three years old, went to live in testator’s home, he having retired from business; the family then consisted of the testator, his two daughters, Miss Riddell, a friend, and this plaintiff, and it so continued until testator’s death in 1895, the relations, so far as appears, continuing amicable and of an affectionate character. The daughter Hattie did not remarry, was about thirty-eight years of age when the will was executed, having, with her child, then lived as a part of testator’s household about twelve years; she died in October, 1896, and it is to be presumed that the testator knew of his daughter Hattie’s domestic infelicities and her situation in life with one child, her only issue.

How, the construction and effect of the provisions of the fourth item of the will, uninfluenced by any subsequent clause, should be first considered. It must be conceded that a valid trust was thereby created, with a life estate in the daughter and a remainder over to her issue; the net income was to be paid to her quarterly and on her death leaving issue the income was to be applied, as the executors deemed proper, “ for the support, education and maintenance of such issue during minority and when that is reached the entire principal is to he paid over to such issue.” When what is reached, may well be asked and the answer is, I think, to he found in the language immediately following, where testator provided that in case there be no issue her surviving or the issue die before maturity, then, in either event, the said principal is to go to my remaining children share and share alike.” Thus we have the word minority used in limitation of the term during which the income shall be applied to the support, educa[405]*405tion and maintenance of such issue,” and then, when majority is reached, when minority is passed, such application of the net income shall cease; if the issue shall die before maturity, an inapt expression indeed, hut this is the holographic will of a layman, the principal is to go to testator’s remaining children, otherwise to

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Cite This Page — Counsel Stack

Bluebook (online)
39 Misc. 401, 80 N.Y.S. 8, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cruikshank-v-cruikshank-nysupct-1902.