Horndorf v. Horndorf

13 Misc. 343, 34 N.Y.S. 560, 68 N.Y. St. Rep. 516
CourtNew York Supreme Court
DecidedFebruary 15, 1895
StatusPublished
Cited by1 cases

This text of 13 Misc. 343 (Horndorf v. Horndorf) 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
Horndorf v. Horndorf, 13 Misc. 343, 34 N.Y.S. 560, 68 N.Y. St. Rep. 516 (N.Y. Super. Ct. 1895).

Opinion

Adams, J.

There are two points of view from which the ■questions raised by the pleadings may be profitably considered, one of which is that which construes the will of the testator upon the theory of the creation of an express trust in the administrators to be appointed thereunder, while the other is one which regards the duties imposed upon such administrators as in the nature of a trust power only.

It will be observed that the will contains no language which, in express terms, conveys to the administrators to be thereafter appointed any of the estate of the testator, nor is the word trustee to be^ found anywhere therein; nevertheless, the administrators are invested by the testator with certain powers and with such absolute control and management of his estate as would, I think, if it were necessary to give it that [345]*345construction, and if such a construction were in harmony with the entire instrument, justify the conclusion that it was the intention of the testator to create a trust and to vest in his administrators title to the trust estate. Tobias v. Ketchum, 32 N. Y. 319; Ward v. Ward, 105 id. 68. This conclusion being reached, another necessarily follows, which is that, by the provisions of the will, the trust estate resolves itself into personalty; consequently the case is one which does not require the intervention of a court of equity, and, therefore, the demurrer might be sustained upon that ground. Underwood v. Curtis, 127 N. Y. 523. However, the questions raised are not only interesting, but they are of such a nature as to render it entirely proper that, in the exercise of its discretionary power, this court should retain the case for their determination.

Assuming, therefore, that a trust is created by the will of "William Horndorf, the first question to be considered is whether or not the execution of such trust, in the manner contemplated by the testator, involves a suspension of the power ■of alienation which is repugnant to the statute. The determination of this question depends, I think, upon the construction which must be given to the language of certain subdivisions of the fourth clause of the will.

This, the residuary clause, devises and bequeaths to these plaintiffs all the testator’s estate not theretofore disposed of, ■subject to certain restrictions, powers and reservations. The “ restrictions, powers and reservations ” referred to are those which require the administrators, with the will annexed, to convert the entire estate into money, to invest the same in bonds and mortgages, and, after satisfying the widow’s dower interest, to keep such moneys invested for the benefit of these plaintiffs, all of whom are minors, until the testator’s youngest surviving" child shall attain the age of twenty-five years, when the entire estate is to be distributed in the manner therein-after provided.

How, inasmuch as the testator died leaving three minor children, the effort to give to this language a construction [346]*346which will not unlawfully suspend the absolute ownership of the property affected thereby seems involved in some difficulty. For if the time for distribution is to be determined by the attainment of the age of twenty-live years by the youngest of these children who may live to reach that age, there is much force in the contention of the plaintiff’s counsel that it becomes possible for the absolute ownership to be suspended during a minority and four years in addition thereto beyond two lives in being at the death of the testator, which would,, of course, be a contravention of the statute. 2 R. S. tit. 4,. chap. 4, § 1.

But, on the other hand, if the survivorship is regarded as relating to the death of the testator, this difficulty disappears; for in such a case the limitation would cease and the estate be released when the youngest of the three children shall attain the age specified, with a possibility of its terminating at an earlier period of time in the event of her death prior to her twenty-fifth birthday. Such a construction is correct in principle and is supported by authority (In re Mahan, 98 N. Y. 372; Van Cott v. Prentice, 104 id. 45; Stokes v. Weston,. 142 id. 433), and it is one quite easy of adoption when reference is had to the language of subdivisions “ h,” “ i ” and “ j ” of the residuary clause, for in these the testator has in corn templation the possible death of any or all of his children and the disposition to be ■ made of the estate in that event, and such disposition is made to depend upon the death of such child or children before his last will and testament shall be carried into effect. As it requires no argument to support the proposition that a will goes into effect immediately upon the death of the testator, in the absence of some express provision to the contrary (Wetmore v. Parker, 52 N. Y. 450; Brundage v. Brundage, 60 id. 544), it is 'quite obvious that, in providing for his children, the testator had constantly in mind the conditions which would exist at the time of his death and not such as might depend upon subsequent events. But whether or not the construction thus far outlined is one-which can be upheld, there is another and, to my mind, a-[347]*347much more satisfactory one, which is to be obtained by discarding the theory that the will in question creates either an express or an implied trust.

It will be noticed that in disposing of the residuum of his estate the testator makes use of this language: “ I forever give, bequeath and devise all the rest, residue and remainder of my property, real and personal and mixed, and of every name and nature, wheresoever the same may be situate, to my children, Mary Saloma Horndorf, Bertha Edith Horndorf, Florence Lorinda Horndorf, and such other child or children as may hereafter be born to me, share and share alike.” Here then is an absolute bequest of the testator’s estate to his children who shall survive him, which is couched in language as apt and free from ambiguity as can possibly be devised for that purpose; and were this unaffected by any subsequent conditions there could, of course, be no question as to the vesting of the residuary estate immediately upon the death of the testator. But the language quoted is followed by these words : “ This devise and bequest is, however, subject to the following restrictions, powers and reservations,” and then, with certain other provisions which need not be specified in this connection, are enumerated the “restrictions, powers and reservations ” which have already been mentioned in considering the question of the unlawful suspension of the power of alienation.

The duty is, therefore, imposed of giving to this language in its entirety, if possible, an interpretation consonant with a legal intent upon- the part of the testator, and in attempting this regard must be had for the rule, which seems well established, that a trust estate will never be implied where it will render a will illegal and void (Henderson v. Henderson, 113 N. Y. 1; Greene v. Greene, 125 id. 506; Hillyer v. Vandewater, 31 N. Y. St. Repr. 671, opinion of Gray, J.), and especially is this rule applicable in cases where the duties conferred upon the executor or administrator may be executed under a trust power. Henderson v. Henderson, supra; Heermans v. Robertson, 64 N. Y. 332. If, then, instead of [348]

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Bluebook (online)
13 Misc. 343, 34 N.Y.S. 560, 68 N.Y. St. Rep. 516, Counsel Stack Legal Research, https://law.counselstack.com/opinion/horndorf-v-horndorf-nysupct-1895.