Greene v. Holbrook

128 Misc. 769, 220 N.Y.S. 151, 1927 N.Y. Misc. LEXIS 811
CourtNew York Supreme Court
DecidedJanuary 7, 1927
StatusPublished
Cited by1 cases

This text of 128 Misc. 769 (Greene v. Holbrook) 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
Greene v. Holbrook, 128 Misc. 769, 220 N.Y.S. 151, 1927 N.Y. Misc. LEXIS 811 (N.Y. Super. Ct. 1927).

Opinion

Bijur, J.

The complaint asks for a partition of certain realty, title to half of which is alleged to have vested in the plaintiffs under the will dated March 4, 1884, of William W. Greene, who died in 1894. The clause of the will requiring interpretation in order to determine plaintiff’s title is as follows: “ After paying all my just debts and funeral expenses I give, devise and bequeath to my son, Richard H. Greene, for his use during his life all my property, goods and chattels of every kind, both real and personal, with privilege to manage the same to the best of his opinion, to sell, dispose or exchange as he may think best for the estate. After the death of my son R. H. Greene I will it to go to my grand children or child, if there are any living. If there are none living, then to my legal heirs in a legal way.”

When the will was executed (1884) the testator’s son Richard, the life tenant, had two children, testator’s grandchildren, Marshall, aged fourteen, and Edna, aged ten years. No further children were born to Richard, the life tenant, who died in 1926. Marshall had two children, Mary and Richard, testator’s great grandchildren and the infant plaintiffs in this action. The controversy arises because the grandson Marshall died in 1921, five years before his father, the life tenant. Defendant Edna (now Edna G. [771]*771Holbrook) claims that Marshall’s remainder was divested by his death before his father’s and accrued under the expres° terms of the will to herself, the surviving grandchild of the testator. The will was drafted and executed by testator, a layman, without professional advice or assistance.

My first impression on hearing defendant’s interpretation of the provisions of this will was that to construe it thus violated the well-known canon of interpretation that the heir is not to be regarded as disinherited without a distinct expression to that effect. The rule, of course, is based on the experience of mankind that the natural instinct of the head of a family is, in the absence of special circumstances, to provide for the future of the direct line of descent. The application of this rule frequently determines the resolution of perplexing questions of interpretation. It is formulated in one of the earlier cases (Low v. Harmony, 72 N. Y. 408, 414) as follows: “ The limitation in question is undoubtedly capable of the construction placed upon it at General Term, and a forcible argument may be made in its favor. But it is also capable of the construction we place upon it, and we have adopted it upon the principle that when the language of a limitation is capable- of two constructions, one of which would operate to disinherit a lineal descendant of the testator, while the other will not produce that effect, the latter •should be preferred. An intention to disinherit an heir, even a lineal descendant, when expressed in plain and unambiguous language, must be carried out; but it will not be imputed to a testator by implication, nor when he uses language capable of a construction which will not so operate.”

The next consideration which impressed upon me the need of studying the will more closely was that ordinarily “ words or phrases denoting time, such as when, then, and ‘ from and after,’ in a devise of a remainder, limited upon a particular estate determinable on an event which must necessarily happen, are construed bo relate merely to the time of the enjoyment of the estate, and not to the time of its vesting.” (Hersee v. Simpson, 154 N. Y. 496, 500; Corse v. Chapman, 153 id. 466; Connelly v. O’Brien, 166 id. 406; Matter of Hitchins, 120 Misc. 586.) Applying these two rules, it seems to me that plaintiff’s construction should prevail, to wit, that the meaning of the testator should be held to be in substance that he devised the property to his grandchildren subject to the life estate of their father, and that the words if there are any living ” must be referred to the death of the testator and not to the termination of the fife estate. Against this defendant urges that the succeeding phrase “ if there are none living, then to my legal heirs in a legal way ” must relate to the same [772]*772point of time, and that it was fairly absurd to assume that the testator intended that if he had no descendants other than his son at the time of his own death that his son, who was by the will given a life estate, should, as testator’s sole heir, thereby become invested with the fee. Without entering into an elaborate discussion of this phase of the matter I may say that I do not think that that result can fairly be regarded as eccentric or even remarkable. There seems to me to be no reason why the testator might not naturally have felt that in the absence of descendants of his son living at his own death the son should be invested with the fee simple rather than with a mere estate for life. Defendant, however, presented as a more persuasive consideration the significance of the words “ or child,” which he interpreted as “ grandchild,” as indicating that the estate “ was to go to the son for life and on the son’s death to teastator’s grandchildren or grandchild if any survived, and if none survived, then to his legal heirs,” reading the word “ child ” as “ grandchild ” and as denoting in connection with the words “ if there are any living ” a clear provision for survivorship after the son’s death. Even im the face of this additional contention I remain of the impression that the language of the will was not sufficiently clear, to say the least, in support of defendant’s view to overcome the force of the application of the two rules to which I have above adverted. Defendant relied largely on Patchen v. Patchen (121 N. Y. 432) and N. Y. Life Ins. Co. v. Winthrop (237 id. 93).

In these cases the language is markedly different from that employed in the Greene will case. In the Patchen case the testator provided that said third shall go “to my children equally who may then be living.” It was held that the issue of the deceased children took nothing. This was natural in view of the stress which has been laid in cases dating so far back as Edwards v. Hammond (3 Lev. 132 [1683]), and Festing v. Allen (12 M. & W. 279 [1843]), on the difference between the words “ if ” and “who.” The “ if ” clauses in Edwards v. Hammond were held to denote a mere condition subsequent and not a description of the beneficiary. On the other hand, in Festing v. Allen, where the gift was to every child “ who shall attain the age of twenty-one years ” the “ who ” clause was held to be part of the description of the beneficiaries and thus to prescribe a survival so that there could be no vesting at all until the age of twenty-one was reached. Patchen v. Patchen represents the classical view that “ who may then be living ’’ is language of description and hence survivorship. Contrariwise, “ if there are any living ” are words of contingency, [773]*773not of description. To interpret fully the nature of the divesting condition subsequent which was in our testator’s mind the words must be read in connection, not with “ grandchildren or child,” but with the other language of contingency if there are none living.” As for N. Y. Life Ins. Co. v. Winthrop,

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Related

Holbrook v. Shepard
220 A.D. 64 (Appellate Division of the Supreme Court of New York, 1927)

Cite This Page — Counsel Stack

Bluebook (online)
128 Misc. 769, 220 N.Y.S. 151, 1927 N.Y. Misc. LEXIS 811, Counsel Stack Legal Research, https://law.counselstack.com/opinion/greene-v-holbrook-nysupct-1927.