Fries v. . Osborn

82 N.E. 716, 190 N.Y. 35, 28 Bedell 35, 1907 N.Y. LEXIS 1349
New York Court of Appeals·Decided November 19, 1907·Published·Cited by 12 cases

Opinion

Hiscock, J.

This is an action of partition. The appellant and various defendants are the relatives and heirs at law of *37 one Michael J. Fries, who died leaving no descendants. The respondents are relatives of his deceased wife and legatees under his will. The dispute between them is summarized in the question submitted to us, whether certain legacies to the latter are a charge upon real" estate of the testsftor which descended to the former.

In the answer which we are about to give to this question we feel constrained to differ witli the decisions of the learned courts below, which have held that such legacies were such a charge.

The will which presents the question, outside of clauses respectively directing the payment of debts and funeral expenses and appointing an executor, contains simply and solely the following provision :

Second. I give and bequeath to my brother-in-law, Lewis F. Osborn, the sum of Five Hundred Dollars ($500.00), and to my sisters-in-law, namely, Ella Harding, Mary Kilbury, Jennie Southgate, the sum of Three Hundred Dollars ($300.00) each, and my sister-in-law, Dora F. Osborn, the sum of Five Hundred Dollars ($500.00) and my niece Grladis Kilbury and my nephew Lewis S. Osborn, the sum of Five Hundred Dollars ($500.00) each.”

From evidence, much of which was received over sufficient objections and exceptions, the court has found, amongst other things, that the testator left sufficient personal property to pay only a small portion of the legacies after satisfaction of debts; that at the time of making the will he knew the value of his personal property and the amount of his debts; that the father of the decedent’s wife had advanced a thousand dollars on the purchase price of a farm deeded to testator and owned by him at the time of his death'; that the latter had intended that his wife’s relatives should be repaid by will or otherwise the sum so advanced with interest for many years ; that the will was drawn by a person ignorant of the law relating to wills, and finally “thabjthe said testator * * * intended to and did charge the real estate with the payment of the legacies mentioned in his will.”

Obviously the will under consideration does not expressly *38 charge the legacies upon the testator’s real estate. But the rule is invoked that extrinsic evidence may be resorted to for the purpose of showing an intention to so charge such legacies which will be binding in the construction of the will although express provision to that effect is wanting. It will, therefore, be well to place before us the rule upon this subject as it has been stated at various times and as unquestionably it now runs.

In Lupton v. Lupton (2 Johns. Ch. 614, 623) it is said “The real estate is not, as of course, charged with the payment of legacies. It is never charged unless the testator intended it should be, and that intention must be either expressly declared, or fairly and satisfactorily inferred, from the .language and disposition of the will.”

In Bevan v. Cooper (72 N. Y. 317, 322) it is said: “There are some rules which are well settled as to the payment or charging of general legacies. One is that the primary fund for the payment of them is the personal estate. It is one to be observed, unless express direction otherwise is found in the will, or there be a clear intent to the. contrary to be gathered from the provisions of the will, which may be assisted by the extraneous circumstances of the case.”

It is further written in this case: It is said that the mere fact of giving legacies by the testator furnishes a strong probability that he intended that they should be paid if his estate, in any of its parts, was sufficient therefor.

“ It is hardly to be supposed that a man of sense, engaged in the solemn and deliberate matter of making a final disposition of his worldly estate,'would trifle with the subject, by making bequests which he did not expect or intend should be satisfied; and'if so, then, at first view, it seems plausible to say, that he must have meant that they should be satisfied from any portion of his estate, from the real if the personal does not suffice. But yet, this idea only imputes to the testator a general purpose that legacies given shall be paid. It does not satisfactorily show that, when giving them, it entered into his mind and formed a part of his intent that they should be so charged *39 upon his real estate, as that it should be subject to them as to a lien.”

In McCorn v. McCorn (100 N. Y. 511, 513) it is said: Whether a legacy is charged upon the real estate of the decedent is always a question of.the testator’s intention. The language of the will is the basis of the inquiry, but extrinsic.circumstances which aid in the interpretation of that language, and help to disclose the actual intention, may also be considered.”

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Fries v. . Osborn, 82 N.E. 716, 190 N.Y. 35, 28 Bedell 35, 1907 N.Y. LEXIS 1349 (N.Y. 1907).

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