Hamlin v. Osgood

1 Redf. 409
CourtNew York Surrogate's Court
DecidedOctober 15, 1862
StatusPublished
Cited by3 cases

This text of 1 Redf. 409 (Hamlin v. Osgood) is published on Counsel Stack Legal Research, covering New York Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hamlin v. Osgood, 1 Redf. 409 (N.Y. Super. Ct. 1862).

Opinion

The Surrogate. — Lydia Day having died before the testator, leaving no descendants, the legacy in her case lapsed. Heither her brother nor sister can take under the term descendants. Descendants does not mean next of kin, or heirs at law generally, as these terms comprehend those as well in the ascending as in the descending line, and collaterals; but it means what the word obviously imports, the issue of the body of the person named, of every degree — as children, grandchildren, and great-grandchildren. (Crassy v. Clare, Amb., 397; Le Gard v. Haworth, 1 East, 120; 1 Jarm. on Wills, 32; 2 Williams on Ex., 811, 812, 2 ed.) Lydia Day, therefore, having died without issue, the contingency contemplated by the testator — her death before him, leaving descendants who should be living at the time of his death— never occurred, and the legacy has consequently lapsed.

The legacy to Jerusha Day, who died before the testator, did not lapse, as'she left descendants who were living at the time of his death. They take it in equal portions — the grandchild a third, and the children each one third.

Asher P. Hamlin, Jr., the grand-nephew, survived the testator, and the legacy to him vested at the testator’s death. (Van Wyck v. Bloodgood, 1 Bradf., 154; Deane v. Test, 9 Ves., 147, 152; Gaskell v. Harman, 6 Id., 159; 11 Id., 489; 1 Roper on Leg., 553, 555, 601.) He received his proportional part on the first distribution, and died before a final division was made. It is claimed that there was, by the first distribution, a division of the estate within the terms of the will, and that after he had received that proportional, his interest in the whole became absolute, and could not be divested. I do not think so, but think that the testator meant the complete and final division of his estate. But the. point is not one that it is material to discuss; for as Asher P. Hamlin, Jr., died unmarried, and left no descendants, the [412]*412contingency contemplated by the testator, and which alone could divest the undistributed residue, never occurred, and it consequently goes to his administrators.

James D. Hamlin was living at the time of the testator’s death. The legacy to him consequently vested, — subject, however, to its being divested if he died before the division of the testator’s estate, leaving descendants. He died before any division was made, leaving descendants, and his share goes to them. The words of the will are: In case any of the persons for whom provision is herein made, shall die before me or before the division of my estate, leaving descendants, such déscendants shall have and take such share and portion of my estate as such deceased person would, if he or she had lived, been entitled to.”

Some difficulty has been experienced in construing a provision like this, by which a legacy is given to others, if the legatee should die before a certain event takes place, the time when it will take place being uncertain. The event may be delayed by causes unforeseen by the testator, or by the neglect or misconduct of executor or trustee.

In Hutchinson v. Mannington (4 Bro. C. C., 291, note; 1 Ves. Jr., 366), the testator left a legacy to be paid out of a fund in India, with the proviso, that if the legatee died before he received it, it should go to others. The legatee died before he received it, and Lord Thurlow was of the opinion that the provision, “ before he received it,” was too vague and uncertain; and as the testator had neglected to fix any definite time, such as a year (the term given by law for an executor to make payment), he held the legacy to be vested absolutely from the death of the testator. He put the case of similar proviso upon the sale of real estate, and said the court would not inquire when it could or ought to have been sold, but, for the purpose of construing such a provision, would consider it as sold the moment the testator is dead.

This decision, however, has never been followed. Lord Eldon considered it erroneous (Sitwell v. Bernard, 6 Ves., 520); and the case now is authority for nothing more than [413]*413that the intention of the testator, in provisions of this kind, must be manifest and clearly expressed. (Law v. Thompson, 4 Russ., 92, 100.)

In Elwin v. Elwin (8 Ves., 547), the executors were directed, upon a certain contingency, to sell, the testator’s real estate and divide the proceeds among his nephews; but that if any of them should die before “ the sale of his estate was completed, that then the share of the nephew so dying was to be otherwise disposed of.” One of the nephews died before the sale was completed, and Sib William Grant, Master of the Eolls, held that no interest vested, until the sale was completed, in the nephew. He said: “ The testator clearly meant to give the trustee a discretion, which the nature of the trust, a trust to sell, requires. In the first instance, it is left to them to judge how soon. He does not suppose, nor will the court presume, that they will abuse the discretion placed in them; and if they do not, he clearly means that the interest shall vest at the completion of the sale, and not before. It is only in the case of their negligence procrastinating the sale, that such a presumption can be made. . . . The court is desired to presume that he did not mean what he has said, or, at least, did not understand the meaning of what he so anxiously expressed.”

In Law v. Thompson (4 Russ., 92), the testator died in India, leaving to his father, in Ireland, 5000 pagodas, with the proviso, that if his father should die “before the money was paid into his hands,” then he gave it to his brother and sister. The father died before receiving the legacy, and it was held to be the intention of the testator, that the gift should vest in the legatee, when actually remitted to him, unless the remittance was delayed through the want of reasonable diligence on the part of the executors.

It may be collected from these cases, that when the testator may fairly be presumed to have contemplated that the event upon which he has limited the bequest would ocpur within a definite period, and the legatee lives beyond the period, but dies before the event actually takes place, that [414]*414the legacy will be vested in him absolutely. But if it may be gathered from the will, that the testator had no definite idea in his mind of the time within which the event would take place, and has clearly expressed his intention that the legacy shall be divested, if the legatee should die before the happening of the event; then the time that may have transpired is immaterial, and if the legatee die before the event occurs, the legacy goes to those to whom it is limited over.

In the present case, the testator devised all his real and personal estate to his executors in trust, to sell and dispose of in such parcels, and at such times, and upon such terms as they should think proper; and authorized them, until such sales were made, to let his lands and tenements, and to receive the rents and profits thereof. Here there was a very large discretion, and one with which the courts would not in-in terfere, unless there was an unreasonable delay or an unwarrantable abuse of the trust.

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Bluebook (online)
1 Redf. 409, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hamlin-v-osgood-nysurct-1862.