Hoes and Others v. . Van Hoesen

1 N.Y. 120
CourtNew York Court of Appeals
DecidedNovember 5, 1847
StatusPublished
Cited by15 cases

This text of 1 N.Y. 120 (Hoes and Others v. . Van Hoesen) is published on Counsel Stack Legal Research, covering New York Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hoes and Others v. . Van Hoesen, 1 N.Y. 120 (N.Y. 1847).

Opinion

Jewett, Ch. J.

The testator, on the 17th day of September, 1817, duly made his last will and testament, and on the same day died, leaving a widow and six children. At the time of his death, his property consisted of a farm of about 190 acres, worth about $9,500, of farming utensils and stock thereon, worth about $848 06, of choses in action and other personal estate, worth about $5,827 65. At the time of his death, *121 Ms debts owing by Mm amounted to about $144 55, and Ms funeral charges to $59 33.

To his two sons John and George, he devised and bequeathed all of his farm of land, with all thereto belonging, with his house, barn, &c., their heirs and assigns forever, share and share alike, with all of Ms farming utensils, and also, all his stock of whatever nature then on Ms farm; to Ms son Lambert he bequeathed, three thousand dollars, to be paid witMn one year after his decease, by his two sons, John and George; to each of his three daughters, Mary, (called Dorothe,) Anna and Jane, he bequeathed the sum of seven hundred dollars, also to be paid by Ms said two sons, John and George, as they severally should become of age.

To Ms wife Dorothe, he gave the use and income of all his estate during her widowhood. He appointed Ms wife executrix, his son John and his brother George executors, and made no other disposition of his personal estate.

The two executors proved the will and took out letters testamentary. The executrix did not qualify as such; George, one of the executors, died in 1822, leaving the son John sole executor, who soon after the testator’s death made an agreement with the widow, by which he took the possession of the entire estate and used and occupied the same, for his own benefit and that of his brother George, until the year 1825, when he purchased Ms brother’s interest in said estate.

The debts and legacies were paid by John out of the testator’s personal estate. The widow died in 1834.

The complainants now claim an account of the reversionary interest in that part of the personal estate not specifically bequeathed to the two sons John and George, and payment of their shares therein as next of kin of the testator.

TMs claim is resisted upon two grounds, first, on the ground, that such reversionary interest was the primary fund for the’ payment of the legacies, after the debts were paid and by which it was exhausted. Second, on the ground that Maria before her marriage and Hager after his marriage with Anna, respectively released their claims to the defendant.

*122 As to the first ground: It is a rule in the construction of wills that the intention of the testator should govern in all cases, except where the rule of law overrules the intention ; and this intention, it is well settled, must be collected from the whole of the will or writing itself. (Bradley vs. Leppingwell, 3 Burr. 1541; Evans vs. Astley, 3 Burr. 1581.) The personal estate of the testator is deemed the natural and primary fund to be first applied in discharge of his personal debts and general legacies, (Toller L. of Ex. 417.) and the testator is presumed to act upon this legal doctrine, until he shows some other distinct and unequivocal intention. (1 Story’s. Eq. § 573.) It is a rule also that, in the event of a deficiency of assets to pay the debts of the testator, payable out of the personal assets, and discharge the specific and general legacies, the latter must abate in proportion to the deficiency, or, be lost altogether, unless the real estate is charged with their payment.

The old law was, that the personal estate could not be exempted from the payment of debts and legacies without express words; but this is now admitted not to be necessary; and it is sufficient, if there appears upon the will an “ evident demonstration,” a “plain intention,” or a “necessary implication.” (Gittins vs . Steele, 1 Swanst. 25; Watson vs. Brickwood, 9 Vesey, Jr., 447; Booth vs. Blundell, 1 Meriv. 192, S. C. 19 Vesey, Jr., 517; Kelsey vs. Deyo, 3 Cow. 133; Tole vs. Hardy, 6 Cow. 333; Glen vs. Fisher, 6 John, Ch. 33; Livingston vs. Newkirk, 3 John, Ch. 319.) What shall constitute proof of such an intended exemption by the testator Is not in many cases ascertainable upon abstract principles; but must depend.upon circumstances—and different Judges have held different opinions. Lord Thurlow thought it was a point so slender and fine that he could not collect any certainty upon the question. (Ancaster vs. Mayer, 1 Brown’s Ch. R. 462.) And Lord Eldon, (in Booth vs. Blundell, Supra.) remarks, “ it is scarcely possible to find any two cases, in which the Court altogether agrees with itself; there being hardly a single circumstance, regarded in one, as a ground of infer *123 ence in favor of the intention suggested as- belonging to that particular will, that is not in some others treated as a ground against that intention.”

What then was the intention of the testator, plainly collecIccted from the whole will in respect to the fund out of which the legacies were expected or required to be paid ? Was it, that these legacies should be paid by his sons, John and George personally, in consideration of the devise of the real estate and bequest of the farming utensils and stock on his farm in remainder after the death or re-marriage of his widow to them, in exoneration of. the reversionary interest in the personal estate undisposed of by his will ? Or was it that such devise and bequest to the two sons with directions to them to pay, should, be in aid of the reversionary interest in that personal estate, and that that interest should be the primary fund for the payment of the legacies ?

There is no express charge of the legacies upon the estate given to John and George in exoneration of the reversionary interest in the personal estate not specifically bequeathed; nor can any such charge be implied, if the testator is presumed to have acted upon the doctrine that his personal estate was the primary fund for the payment of his legacies : yet it is clear that the testator intended that the legacies should in no event fail or abate, and therefore, by his direction that John and George should pay such legacies, evidently in consideration of his bounty to them, he not only created a charge üpon them personally, but in equity, a charge upon the estate bequeathed and devised to them.

The mere making of a provision for the payment of debts or legacies out of the real estate, does not discharge the personalty. There must bo an intention not only to charge the realty, but to exonerate the personalty: not merely to supply another fund, but to substitute that fund for the property antecedently liable.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re the Estate of Du Bois
12 Misc. 2d 185 (New York Surrogate's Court, 1958)
In re the Estate of Lilienthal
139 Misc. 225 (New York Surrogate's Court, 1930)
In re Vert
126 Misc. 220 (New York Surrogate's Court, 1925)
In re the Judicial Settlement of the Estate of Marsh
9 Mills Surr. 86 (New York Surrogate's Court, 1912)
Van Gillurve v. Becker
56 Misc. 157 (New York Supreme Court, 1907)
Turner v. Mather
86 A.D. 172 (Appellate Division of the Supreme Court of New York, 1903)
In re Goetz's Will
75 N.Y.S. 750 (Appellate Division of the Supreme Court of New York, 1902)
In re the Judicial Settlement of the Account of Proceedings of Goetz
71 A.D. 272 (Appellate Division of the Supreme Court of New York, 1902)
Goodwin v. Crooks
58 A.D. 464 (Appellate Division of the Supreme Court of New York, 1901)
Hutchins v. Hutchins
18 Misc. 633 (New York Supreme Court, 1896)
In re the Judicial Settlement of the Estate of Oosterhoudt
1 Gibb. Surr. 516 (New York Surrogate's Court, 1896)
Sweeney v. . Warren
28 N.E. 413 (New York Court of Appeals, 1891)
Gray v. Missionary Society of Methodist Episcopal Church
2 N.Y.S. 878 (New York Supreme Court, 1888)
Hillis v. Hillis
23 N.Y. Sup. Ct. 76 (New York Supreme Court, 1878)
Larkin v. Mann
53 Barb. 267 (New York Supreme Court, 1868)

Cite This Page — Counsel Stack

Bluebook (online)
1 N.Y. 120, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hoes-and-others-v-van-hoesen-ny-1847.