Flanagan v. Flanagan

8 Abb. N. Cas. 413
New York Supreme Court·Decided August 15, 1880·Published·Cited by 25 cases

Opinion

Bockes, J.

The testator left no lineal descendant him surviving; but left the plaintiff, his widow, and the defendant, Margaret Cavanaugh, a sister of half blood, his only heir at law. By his will he gave all his property, real and personal, to his executors therein named, ‘ ‘ in trust for the uses and purposes, and to pay the legacies and devises below mentioned, with full power to convey any and all his real estate, and convert the same into money, and dispose of the same in the following manner.” He then made various bequests of money to different individuals to a considerable amount ($3,950), and directed the erection of a mortuary monument to himself, also the cancellation of a mortgage of $2,500 held by him against his cousin. He then made provision for his wife, as he termed it [415] in the will, a residuary clause to my said wife,” as follows, to wit: “ Fifteenth. One-third of all the rest and remainder of my estate to my beloved wife, Jane, in lieu of dower, to be hers absolutely, and the use of all the remainder during her life, and the portion left of such remainder to be distributed to the poor of St. Peter’s church.” The widow accepted the provision of the will, which acceptance, of course, barred all claim by her for dower. The property was all converted into money, or its equivalent, by the executors, as was directed to be done in the will, and from the same they paid the debts of the testator, satisfied all the legacies, and there remained and still remains in their hands, in money or investments, the sum of §16,450, to answer that clause of the will whereby the testator gave to his wife the use of all the remainder, being two-thirds of the net proceeds of his estate after satisfying all debts and bequests, ‘ during Tier life, and the portion left of said remainder to be distributed to the poor of St. Peter's Chur eh." It is conceded that the direction for distribution to the poor of St. Peter’s church is void, as a bequest, for uncertainty. All the parties to the action assume this to be the case. I shall not, therefore, discuss the subject (but see Williams v. Williams, 8 N. Y. 525; Owens v. U. S. of the M. E. C., 14 Id. 380; Downing v. Marshall, 23 Id. 366-382).

The questions then presented by this action are as follows, to wit: (1) Whether the widow under the provisions of the will takes an absolute title to the fund in controversy ; (2) if not, whether she takes any other or greater right than a mere use of it during life. It is insisted in her behalf that the first question should be answered in her favor; and if not so determined, then that it should be held that she takes the use with the right of disposition of any or all of the fund at any time during her life, which would [416] carry to her its present possession and control. On the other hand, it is insisted that she takes but the use —the income or nét avails of the fund—during life ; and that as to the body of the fund the testator died intestate, inasmuch as the gift over to the poor of St. Peter’s church, as it is assumed, is void in law. In this view of the case it is further insisted by the defendants that the fund, undiminished, goes to the heir at law on the decease of the widow.

Of course it is unquestioned that a remainder may be limited upon a bequest of money as well as upon a bequest of other personal property (Smith v. Ostrander, 64 N. Y. 278; Norris v. Beyer, 13 N. Y. 273).

It is undoubtedly the settled law that if, in this case, the widow has the power of absolute disposition of the fund, according to the true construction of the will, then that she' takes the fund absolutely as her own, however the testator may have advised or directed as to its ultimate disposition. As regards real property, a power of absolute disposition added to a gift of a particular estate magnifies the estate into a fee. And so it is held, also, that as to personalty, a power, of absolute disposition in the first taker renders a subsequent limitation repugnant and void. There must be, of course, a clear intention on the part of the donor to give the first taker the absolute property, by vesting him with the absolute power of disposition. Nor is this proposition here at all controverted.

Let us then turn our attention to the language of the will, here under examination.

On referring to item first of the will it will be seen that there was given to the executors express power to convert the estate into money ; and then they were to make distribution of the money among the persons and parties named as legatees. The provision is equivalent to an express direction to convert the estate into money. The gifts were all bequests of money. The will is [417] therefore to be construed as a-will of personal estate, the same as if it had made distribution of money in hand. A conversion of the estate was expressly directed. Such direction, of itself, operated as a. conversion, “ out and out ” (Griorn v. Hilton, 5 W. D. 544; King v. Woodhull, 3 Edw. Ch. 82; Arnold v. Gilbert, 5 Barb. 190; Johnson v. Burnett, 39 Id. 237-251; Kane v. Gott, 24 Wend. 641; Bramhall v. Ferris, 14 N. Y. 41; Dodge v. Pond, 23 Id. 69; Laird’s Appeal, 85 Penn. St. 389).

The bequest to the widow was as follows, to wit: “ Fifteenth. One-third of all the rest and remainder of my estate to my beloved wife, Jane, in .lieu of dower, to be hers absolutely; and the use of all the remainder during life ; and the portion left of said remainder to be distributed to the poor of St. Peter’s church.”

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Flanagan v. Flanagan, 8 Abb. N. Cas. 413 (N.Y. Super. Ct. 1880).

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