Downing v. Marshall

23 How. Pr. 4
CourtNew York Court of Appeals
DecidedJuly 1, 1861
StatusPublished
Cited by4 cases

This text of 23 How. Pr. 4 (Downing v. Marshall) 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
Downing v. Marshall, 23 How. Pr. 4 (N.Y. 1861).

Opinion

Davies, J.

But two questions have been seriously urged upon our consideration, on this appeal.

The first is, what property is embraced in the devise and bequests contained in the seventh clause of the testator’s will, thereby given to the children of his brothers James and Jeremiah. And the second, whether the trust created [5]*5in the real estate of the testator by his will for the benefit of the appellants, The Marshall Infirmary, The Bible Society, The Home Missionary Society, and the Tract Society, are valid and can be sustained. We think the true construction of the seventh clause of the will is, that it carries to the children of his brothers James and Jeremiah, therein mentioned, to be divided between them, per stirpes, and not per capita, all the real and personal estate, in which a life estate had been given by the will to the son of the testator, John Stanton Marshall. By the second clause of the will, the testator gave his dwelling-house, in Congress street, his household furniture and wearing apparel, to his said son during his life, and in case he should die leaving issue, the same should then go to his heirs; and by the third clause of the will, he gave to his executors and trustees, one equal third part of a mortgage therein described, and known as the Walcott mortgage, in trust, to apply the annual income thereof to the support and maintenance of his said son during his natural life, and in case he should die leaving lawful issue, then the same was given to such issue. By the seventh clause of the will the testator, on the death of his said son without lawful issue, devised and bequeathed “ all the real and personal estate above devised and bequeathed to him,” to the children of his brothers James and Jeremiah, to be divided between them in the same manner and proportions as directed in reference to the bequest to them contained in article third of the will. By reference to that article, it will be seen that the bequest therein referred to was one-third part of the Walcott mortgage, in equal shares to the children of his brother James Marshall, and one equal third part thereof to the children of his brother Jeremiah Marshall, and in case of the death of either or any of said children leaving issue, such child or children to take the share its parents would have been entitled to if living.

John Stanton Marshall died in the lifetime of the testa[6]*6tor, and without lawful issue ; and if there had been no other valid disposition of the property given to him by the will, the personal estate thus given to him would have fallen into the residuary clause of the will, and have passed by it, and the real estate would have descended to the heirs at law. It was urged by counsel, that the limitation to the children of James and Jeremiah, in the seventh clause, only embraces property devised and bequeathed specifically to John, and not any given to the executors in trust for him. Strictly speaking, no real or personal estate was devised or bequeathed to him. By the second clause of the will, the use of the real and personal property therein mentioned was given to him for his life, and by the third clause the annual income of one-third part of the Walcott mortgage was to be applied by the executors to his support and maintenance during his life. But we think it very clear that the testator, by “ all the real and personal estate above devised and bequeathed to his said son,” mentioned and referred to in the seventh clause, intended to describe, and did describe, the real and personal estate, the use and income of which had been given to him for his life. Nothing had been absolutely given to him. The only real and personal estate therein devised and bequeathed to him was the use of the real and personal estate described in the second clause, and the income of the personal estate referred to in the third clause. The seventh clause disposes of all the property thus set apart and appropriated to the use of his son John during his life. It is an independent devise and bequest, and expresses in a clear and intelligent manner the will of the testator, that the beneficiaries named in this clause of the will should take the property therein referred to, in the event that his son John should die without leaving issue. It was an immaterial fact in the mind of the testator when his son should die. John was to enjoy the use and income of this property during his life, and at his death the same was to go to his issue, provided he left [7]*7any. It was not given as a remainder, but as an independent gift; and as the contingency never arose upon which it was to pass to the son for life, and after his death to his issue, it passed by the seventh clause directly to the children of his brothers therein named. It was the clearly expressed intention of the testator, in the contingency which has happened, that the children of his brothers should enjoy the personal property as well as the real estate set apart and appropriated for the use of his son during his life. Two-third parts of the Walcott mortgage were given to them absolutely jn equal shares, and the other third part was appropriated to the support of the son during his life, and on his death to go to his issue, if be left any. The testator would, undoubtedly, judging from the provisions of the will, if he had had no son living at the time he made his will, have made the same disposition of this one-third of this mortgage, which he did of the other two-thirds; and the disposition of the two-thirds indicates his intention in the contingency which has happened, that the remaining one-third should take the same direction.

It is contended, that the son having died before the testator, the legacy or bequest to him has lapsed; but it will be found that this position cannot be maintained as applicable to the present case. In Taylor agt. Wendell, (4 Brad. R,.) the surrogate says : The general rule that by the death of a legatee before the testator, his interest under the will lapses, relates only to the interest of the party so dying, and when there are other interests, grafted or limited upon that of the deceased legatee, they do not necessarily fail. Ordinarily, so long as the event upon which the testator has made his bounty contingent, takes place, it would seem to be indifferent whether it occur in the testator’s lifetime or after his death, provided the party designed to be benefited be living. Chancellor Walworth, in Mowatt agt. Carow, (7 Paige, 328,) affirming a decree of vice-chancellor [8]*8McCoun, adopts the same rule. In that case, the testator gave to his grandson, Elias, one equal fourth part of his estate, hut in case he should die before his wife, and leaving lawful issue, then the same was to go to such issue, but if he should die before his wife, leaving no issue, then his share was to be considered as belonging to his (the testator’s) estate, and be subject to the division thereof as therein directed. By the will the other portions of the estate were divided into three parts, and disposed of. Elias, the grandson, died in the testator’s lifetime, without issue, and unmarried.- It was urged that the share of Elias, the grandson, was not lapsed, but was, by the provisions of the will, given over to those who were entitled to the other three-fourths of.

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Bluebook (online)
23 How. Pr. 4, Counsel Stack Legal Research, https://law.counselstack.com/opinion/downing-v-marshall-ny-1861.