Girard Trust Co. v. Schmitz

20 A.2d 21, 129 N.J. Eq. 444, 1941 N.J. Ch. LEXIS 56, 28 Backes 444
CourtNew Jersey Superior Court Appellate Division
DecidedMay 6, 1941
DocketDocket 122/632
StatusPublished
Cited by29 cases

This text of 20 A.2d 21 (Girard Trust Co. v. Schmitz) is published on Counsel Stack Legal Research, covering New Jersey Superior Court Appellate Division primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Girard Trust Co. v. Schmitz, 20 A.2d 21, 129 N.J. Eq. 444, 1941 N.J. Ch. LEXIS 56, 28 Backes 444 (N.J. Ct. App. 1941).

Opinion

This suit concerns a will of hate which was executed by Robert Schmitz, late of Camden county, who died on or about December 26th, 1935. The will was executed in 1916 and a codicil thereto in 1924. It was probated on December 9th, 1937, in the Camden county surrogate's office, and the complainant, as the executor and trustee thereof, presently seeks the construction of certain of its provisions, and instructions thereon.

The testator had six brothers and sisters at the date of the execution of his will, and for two of them, his brother Otto Schmitz and his sister Emilie Schmitz Blizzard, he appears to have had an abiding hate. What his feelings towards the others were is a matter of conjecture, but he made them conditional beneficiaries of his will. Whether because he loved these latter more, or because he desired to use them as instruments to perpetuate his hatred for the other two, may best be judged from a reading of his will. Only a portion of the third clause, and the fourth, sixth and seventh clauses of the *Page 446 will, and the second, third and fourth clauses of the codicil are necessarily pertinent to the present inquiry, and they are as follows:

"Third. All the rest, residue and remainder of my estate of whatsoever kind, whether real, personal or mixed, and wheresoever situate, and whether now owned or hereafter acquired by me, I give, devise and bequeath unto Girard Trust Company, a corporation of the City of Philadelphia, State of Pennsylvania, and its successors and assigns, In Trust Nevertheless, for the following uses and purposes, that is to say:

"In Trust, to hold, manage, rent, invest, reinvest and keep invested the corpus or principal thereof, and to demand, collect and receive the rents, interest, dividends and income therefrom and, after the deduction of all necessary charges and expenses, to pay over the net income from the date of my death, subject to the conditions and limitations as hereinafter set forth —

"One-half part thereof unto my brother, Walter A. Schmitz, One-sixth part thereof unto my sister, Bertha Schmitz, One-sixth part thereof unto my sister, Tillie Schmitz, and One-sixth part thereof unto my brother, Louis Schmitz, for and during the term of twenty years from the date of my decease, unless prior thereto my brother Otto Schmitz and his wife and my sister Emilie Schmitz Blizzard and her husband, shall all be deceased without issue, in which latter event, I direct that distribution of my said residuary estate shall be made as if the said twenty years had expired."

(Then follow certain provisions contingent upon the deaths of the respective legatees, but it is unnecessary to recite them here.)

"In Trust, upon the expiration of twenty years from the date of my death, upon their filing with the trustee under this my will a written pledge that they have complied and will continue to comply strictly with the conditions of this my Will hereinafter fully set forth, or upon the death of my brother Otto Schmitz and his wife and my sister, Emilie Schmitz Blizzard and her husband, without issue any of them surviving, to pay over and distribute the corpus or principal of my said residuary estate absolutely —

"One-half part thereof unto my brother, Walter A. Schmitz, One-sixth part thereof unto my sister, Bertha Schmitz, One-sixth part thereof unto my sister, Tillie Schmitz and One-sixth part thereof unto my brother Louis Schmitz, and in the event that any of my said brothers or sisters shall refuse or neglect to file such pledge with my said trustee, their share of my residuary estate shall be distributed unto my remaining brothers and sisters as if the one so refusing or neglecting to file such pledge were deceased without issue." *Page 447

(Then follow other contingent provisions not now pertinent.)

"Fourth: The foregoing provisions in this my will for the benefit of my brother Walter A. Schmitz, my sister Bertha Schmitz, my sister Tillie Schmitz and my brother Louis Schmitz,or their children, are made upon the express provision and condition that no one of them shall at any time after my death and after notice of this provision of my will shall have been made known to them by my Executor, have any communication or intercourse verbally or in writing, directly or indirectly, nor live in the same house or under the same roof with my brother Otto Schmitz, his wife or children, or my sister Emilie Schmitz Blizzard, her husband or children, except such communication as shall be absolutely necessary in the settlement of my father's estate, and for no other purpose. And I direct that my said Executor shall furnish a copy of this my Will to each of my said brothers, Walter A. Schmitz and Louis Schmitz, and to my said sisters, Bertha Schmitz and Tillie Schmitz, and to the children of any of my said brothers and sisters, if any of my said brothers and sisters shall be deceased.

"In the event that any of my said brothers and sisters shall have such communication or intercourse or live in the same house or under the same roof with my said brother Otto Schmitz, his wife or children, or my said sister Emilie Schmitz Blizzard, her husband or children, I direct that the interest of such brother or sister so having communication or intercourse or living under the same roof with my said brother Otto Schmitz, his wife or children, or my said sister, Emilie Schmitz Blizzard, her husband or children, shall forthwith cease and determine as if such brother or sister were deceased without issue, on the date of such intercourse or communication, and distribution of income or principal shall thereafter be made as if such brother or sister were actually dead without issue. And I hereby authorize and empower the Executor of and Trustee under this my will to pay to any person or persons furnishing my said Executor and Trustee with conclusive evidence of communication, intercourse or place of abode as herein provided against, the sum of One Hundred Dollars ($100) my Executor and Trustee to be sole judge of the conclusiveness of the evidence, and as to the necessity for the payment of the said sum or sums of One Hundred Dollars.

"And in the event that all of my said brothers and sisters shall not accept the conditions of this my will, then I give, devise and bequeath absolutely my entire residuary estate unto the Hahnemann Medical College and Hospital of Philadelphia and its successors and

"And in the event that all of my said brothers and sisters shall not accept the conditions of this my will, then I give, devise and

"Sixth: I direct that any person named in this my will as a beneficiary thereunder who shall initiate proceedings before any official or in any Court for the purpose of changing or modifying any provision or provisions of this my Will, or for the purpose of having the same declared invalid, shall forthwith forfeit any and all interest in *Page 448 my estate, and I direct that my estate shall thereafter be administered as if the person so contesting the provisions of this my Will had died without issue upon the date such proceeding or proceedings were initiated by him or her.

"Seventh: In the event that a Court of competent jurisdiction shall declare invalid any of the foregoing provisions of my Will as to communication and intercourse with my brother Otto Schmitz, his wife or children, and my sister Emilie Schmitz Blizzard, her husband or children, I give, devise and bequeath one-third (1/3) part or share of my residuary estate absolutely unto my brother Walter A.

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Bluebook (online)
20 A.2d 21, 129 N.J. Eq. 444, 1941 N.J. Ch. LEXIS 56, 28 Backes 444, Counsel Stack Legal Research, https://law.counselstack.com/opinion/girard-trust-co-v-schmitz-njsuperctappdiv-1941.