Frost v. Blackwell

88 A. 176, 82 N.J. Eq. 184, 12 Buchanan 184, 1913 N.J. Ch. LEXIS 36
CourtNew Jersey Court of Chancery
DecidedAugust 26, 1913
StatusPublished
Cited by6 cases

This text of 88 A. 176 (Frost v. Blackwell) is published on Counsel Stack Legal Research, covering New Jersey Court of Chancery primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Frost v. Blackwell, 88 A. 176, 82 N.J. Eq. 184, 12 Buchanan 184, 1913 N.J. Ch. LEXIS 36 (N.J. Ct. App. 1913).

Opinion

Lewis, V. C.

The complainant in this case, as substituted administrator and trustee of Sophie H. B. Blackwell, deceased, filed his bill, asking [185]*185the assistance of this court in the construction of the will and praying for directions as to the distribution of the estate.

The will of the testatrix, dated September 12th, 1898, contained the following paragraphs:

“Sixth. I also give and bequeath to my nephews Birney Blackwell and Frank E. Blackwell, Jr., all the surplus which may remain from the sale of property deeded by me to Helen B. Howard or Rodman after the payment of the debt due by me to my husband, William T. Blackwell; which said property is situated in Bay City, Michigan, and was conveyed by me to said Helen B. Howard or Rodman as security for said debt. If the whole of said property shall not be sold to pay such debt, I give, •devise and bequeath such property as shall remain unsold after such payment, to my said nephews absolutely and forever, and I direct that said property shall be conveyed to them by said Helen B. Howard or Rodman.
“Seventh. All the rest, residue and remainder of my property, I give, •devise and bequeath to my executor hereinafter named in trust, nevertheless for the following uses and purposes, to wit—first, to invest and reinvest the same and to pay the income thereof to my husband, William T. Blackwell, as long as he shall live; second, after the death of my said husband, I direct that said property shall be divided by my said executor between my nieces Alice B. Blackwell and Jennet D. Blackwell, equally, share and share alike, or the issue of such as shall be dead, a child, or •children taking his, her or their mother’s share.”

And a codicil of the same date, containing tbe following provisions :

“First. I direct my executors named in my said will to pay to Helen B. Howard or Rodman the sum of ten thousand dollars ($10,000) upon her deeding to my nephews. Birney Blackwell and Frank E. Blackwell, Jr., all the property deeded by me to her and situated in Bay City, Michigan. The said property in Michigan was deeded to said Helen B. Howard or Rodman by me as security for the payment of the sum of ten thousand dollars ($10,000), and upon the return thereof, as above stated, the said sum of ten thousand dollars ($10,000) is to be paid to her. ■Otherwise, the provisions of my will are to remain unaffected by this codicil.”

By a second codicil, bearing date May 15th, 1903, the testatrix made the following provisions:

“The sum of $10,000 to he given to Helen B. Rodman is not' the encroach on at least thirteen thousand ($13,000) which is bequeathed to my nieces, Alice B. and Jennet D. Blackwell, in case the stocks should decline in values.”

[186]*186The testatrix died oh January 12th, 1909, leaving an estate, of which the balance now in the hands of the complainant for distribution under the clauses of the will and codicils above set forth, amounts approximately to the sum of $31,000.

It appears by the testimony, that subsequent to the making of the will and the first codicil, but during the lifetime of the testatrix, all of the Michigan real estate (the legal title to which was in the name of the defendant Helen B. Howard Bodman, but the equitable title to which was in the testatrix) was conveyed by Miss Bodman to various parties (other than and not being the nephews, Birney Blackwell and Frank E. Blackwell, Jr.) at the request of the testatrix, and that the testatrix received the entire consideration for these sales.

The defendant Helen B. Howard Bodman claims that by virtue of the provisions of the will and codicil, and the circumstances above mentioned, she is entitled to be paid the sum of $10,000 (after the termination of the life estate of the defendant William T. Blackwell), as a legacy bequeathed to her by the testatrix. On the other hand, the defendants Alice B. Frost and Jennet D. Blackwell take the position that the language of the will does not direct the payment of a legacy of $10,000 to Miss Bodman, but merely directs the payment of a debt to her, and that, inasmuch as Miss Bodman admits that she had no beneficial interest in the property and has filed no proof of claim of any such debt, that she is, therefore, not entitled to be paid the $10,000. These defendants further contend that even if the language of the will does contemplate a legacy of $10,000 to Miss Bodman, such legacy is conditional upon conveyance of the Michigan property by Miss Bodman to the nephews, Birney Blackwell and Frank E. Blackwell, Jr., and that since, admittedly, no such conveyance has been or can be made by Miss Bodman, the condition of the legacy is not performed and Miss Bodman is, therefore, not entitled to the $10,000.

It seems entirely clear to me that the testatrix in and by the will and codicil intended to and did direct the payment of a legacy of $10,000 to Miss Bodman—conditional, it is true, but nevertheless a legacy rather than the payment of a debt. There [187]*187is nothing in the will itself, nor elsewhere in the case, to show that any debt was owing to Miss Eodman by Mrs. Blackwell— on the contrary, the existence of such a debt is disproved. Judging from- the language of the will and codicil, the fact would seem to have been that Mrs. Blackwell had conveyed the Michigan property to Miss Eodman as a trustee for Mr. Blackwell, by way of securing the payment of a debt of $10,000 owing by the testatrix to her husband. Whether or not the debt, if it in fact existed, was ever paid to Mr. Blackwell, does not appear, nor does it seem to me to be material, for the will does not direct the payment of $10,000 to the possible creditor, but to Miss Eodman, in her own right and with no trust attached thereto Even if there had existed some mutual understanding between testatrix, her husband and Miss Eodman, that this $10,000 should be turned over by Miss Eodman to Mr. Blackwell, or that in some other way the bequest to Miss Eodman should operate as an extinguishment of the debt owing to Mr. Blackwell (and there is no proof of any such agreement), the fact that the will makes the bequest to Miss Eodman would in nowise be altered thereby.

The language of the second codicil further establishes beyond question the fact of the bequest, inasmuch as it provides that in case the residuary estate should prove insufficient to provide a minimum of $13,000 for the nieces, the legacy to Miss Eodman should be diminished to such an extent as might be necessary to preserve to the nieces the minimum of $13,000. If the $10,000 given to Miss Eodman were by way of payment of a debt, obviousty the debt would both legally and in the intention of the testatrix, take precedence over the bequest to the nieces.

The question remains as to whether Miss Eodman is entitled to receive the legacy, inasmuch as it is made subject to a condition precedent. Has this condition been performed, or, if not, has performance thereof been excused ?

The condition is set forth in the paragraph of the first codicil hereinbefore recited. In fact, it is stated twice, and in somewhat different terms. As first stated, the condition is that Miss Eodman shall convey the Michigan property to the two nephews. As secondly stated, it is that Miss Eodman shall “return” the prop[188]*188erty—i. e., reconvey it to Mrs. Blackwell.

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Cite This Page — Counsel Stack

Bluebook (online)
88 A. 176, 82 N.J. Eq. 184, 12 Buchanan 184, 1913 N.J. Ch. LEXIS 36, Counsel Stack Legal Research, https://law.counselstack.com/opinion/frost-v-blackwell-njch-1913.