Edson v. Bartow

15 Misc. 179, 37 N.Y.S. 99, 72 N.Y. St. Rep. 128
CourtNew York Supreme Court
DecidedDecember 15, 1895
StatusPublished
Cited by2 cases

This text of 15 Misc. 179 (Edson v. Bartow) 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
Edson v. Bartow, 15 Misc. 179, 37 N.Y.S. 99, 72 N.Y. St. Rep. 128 (N.Y. Super. Ct. 1895).

Opinion

Russell, J.

The plaintiff seeks to impose a trust upon the property conveyed by the above-named executors to various religious, benevolent and charitable institutions of the city of New York on the 23d day of June,. 1890, and to have this court adjudge such trust to be invalid, so that the property conveyed shall be held to be intestate property of the deceased testatrix, and, therefore, passed to plaintiff’s testator, Marmont B. Edson, the brother of Miss Mary A. Edson, who survived her nearly two years.

The executors of Miss Edson derived the title which they conveyed to the defendant corporations from this clause of the will of Miss Edson:

[180]*180If for any reason any legacy or legacies left by my will or by -any codicil, either pecuniary or residuary, . shall .-.-Iapse..or fail, or for any cause not take effect in whole Or in part, I give and bequeath the amount which shall lapse, fail or not take effect, absolutely to the persons- named as my executors. . In the use of the same I am satisfied that they will follow what they believe to be my wishes. I impose upon them, however, no conditions, leaving the same to them personally and absolutely, and without limitation or restriction.”.

The plaintiff claims that this clause gave no title to the persons named as executors, because it is evident from the terms of the will and the three codicils and the attendant circumstances that the testatrix did not mean to give to them an absolute title, but adopted this method to dispose of her property for the benefit of various benevolent, and religious institutions in the city of New' York,, some named by her in her will, and some unnamed, but to be appointed, in order to guard against any possible failure in the accomplishment of her intent- arising from restrictive statutes or indefinite expressions of testamentary disposition, and that the bequest to the persons named as executors was received by- them, upon such understanding.

The will and codicils were drawn and executed in the month of May, 1890, and the testatrix died on the 29th of May, 1890. She received her property through her deceased brother, Tracey R. Edson, who died in 1881, leaving an estate of over $1,600,000 to Marmont, Susan and Mary A. Edson, his brother arid two sisters. Susan died in 1885, leaving her share, except what she gave by some specific legacies, to her sister Mary, so that Mary, at her death in May, 1890, left an estate of upwards $1,000,000.

Miss. Mary A. Edson, after making some small specific bequests, devised and bequeathed to her executors oh'e-third of . her .estate in trust, to apply the rents and profits to the use of her brother Marmont, if he survived her, with power of appoint. . ment to him by will, and to his issue in default of such appointment. She theti made certain other specific bequests [181]*181to various benevolent and religious institutions, and provided that if, by reason of want of incorporation or any other cause, any society or institution should be unable to take the legacy, then such legacy should go to the president, treasurer or chief executive officer. The residue of her estate she gave and bequeathed to her executors, to be divided by them among such incorporated religious,- benevolent and charitable societies in the city of Hew York, and in such amounts, as should be appointed by them with the approval of the Rev. Dr. Huntington, if living.

Then follows the clause giving the property to the persons named as executors in case of failure or lapse of any of the legacies.

On the 23d day of June, 1890, and within a. month of the decease of Miss Edson, the persons named as executors, by deed of gift delivered to Stephen R. Hash, gave to the societies specifically named for bequests the same interests which the grantors took or might take of the sums named in the will specifically bequeathed to the corporations named, and appointed various other selected corporations of the city of Hew York for the remaining beneficial interests, whicli passed to them under the residuary bequests.

Marmont B. Edson, the brother, contested the probate of the will on the ground of undue influence and fraud, both issues being decided adversely to him by the surrogate, and, on appeal, by the General Term. 70 Hun, 122.

An action was brought by the executors for the construction of the will, pending which Marmont B. Edson died and the cause was continued against his-widow and executrix, the present plaintiff. It was heard before Justice Lawrence, decided ' adversely to the plaintiff here, and also on appeal to the General Term. 77 Hun, 298.

By the decision of the General Term it was hold that, on the face of the will, extrinsic evidence being irrelevant in that action, no trust was impressed upon the property bequeathed and devised to the persons named as executors.

By the decision of Justice Lawrence and-that of the Gen[182]*182eral Term it was held, in the action for the construction of the will, that various of the corporations named' as legatees conld not take on account of the statute forbidding such bequests by testament made within two months of the decease of the testatrix, and it was also held that the bequest to the officer of a corporation, which could not take by reason of error in the name or description, and also -those to be divided . amohg such incorporated societies as should be appointed by the executors with the approval of the Rev. Dr. Huntington, were void for indefiniteness.

It will be thus seen that a large part- of the estate of the testatrix passed to 'the persons named as executors under the final clause of the will in case that clause is effective.

In the consideration of the legal question presented to this court, which is a court, of first instance only, no departure can be made from the lines'of legal adjudication fixed by the General Term in the two adjudications made by that branch of this court. By. the determination in the probate case it was held that the testatrix executed the will and codicils freely ■ and understanding^, and all -possible effect must be given to the adjudication of her intelligent understanding of the -effect of the words she adopts in making a testamentary disposition of her entire property. Code Civ. Proc. §§ 2626, 2627; Post v. Mason, 91 N. Y. 539.

By the decision of the General Term' in the action for the construction of the will it is adjudicated that the language used in the will is not sufficient to create any trust as against the residuary legatees, and that they took a clear title if we judge from the force of the will alone.

On this trial. extrinsic circumstances are shown to justify the charge that in no event were the persons named to have absolute title, and so bring the case within the rule of law laid down by the leading case upon that subject, In re O'Hara, 95 N. Y. 403, and the Fayerweather case, recently decided by the General Term and not yet reported.

The extrinsic circumstances relied upon are substantially these: "

[183]*183The property of the deceased came from her brother Tracey, and she had indicated by previous wills an intention of leaving her property to her other brother, Marmont, the husband of plaintiff, in case of his surviving" both of his sisters. The last will that she did make, and which is the subject of dispute, was made at a time when she was1 suffering under her last sickness, and during the month of her decease.

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Related

Edson v. Bartow
45 N.Y.S. 1138 (Appellate Division of the Supreme Court of New York, 1897)

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Bluebook (online)
15 Misc. 179, 37 N.Y.S. 99, 72 N.Y. St. Rep. 128, Counsel Stack Legal Research, https://law.counselstack.com/opinion/edson-v-bartow-nysupct-1895.