Howland v. Union Theological Seminary & Bayley

3 Sandf. 82
CourtThe Superior Court of New York City
DecidedSeptember 22, 1849
StatusPublished
Cited by2 cases

This text of 3 Sandf. 82 (Howland v. Union Theological Seminary & Bayley) is published on Counsel Stack Legal Research, covering The Superior Court of New York City primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Howland v. Union Theological Seminary & Bayley, 3 Sandf. 82 (N.Y. Super. Ct. 1849).

Opinion

By the Court. Duer, J.

The questions that we are required to determine in this suit, arise upon the last will, with its codicils, of James Roosevelt, deceased. The testator by his will, and by the second codicil, gave a portion of his real and personal estate, to his grandson, James Roosevelt Bayley; and the questions are, whether by the third codicil these provisions for the grandson have been wholly or in part revoked, and all the estate and interests which they embrace, given to the other defendants, the Union Theological Seminary. It is insisted, on the part of the grandson, that there is no effectual revocation, or if effectual, that it is only partial; while, on behalf of the Seminary, it is contended that the revocation is effectual and entire, and the gift to them co-extensive with that which is revoked. The executors have very properly asked the decision of the court upon these questions, which have been fully and ably argued by the counsel of the respective defendants, the real parties in interest. In order that our views in relation to them may be clearly and fully understood, an examination somewhat minute and critical of various provisions in the will and codicils, is deemed to be necessary.

By the second article, or clause in the will, the testator gives, devises, and bequeaths to his wife, his dwelling house, coach house, and grounds in the city of Hew York, and his house, farm, &c., in the town of Poughkeepsie, in the county of Dutchess, during her life, and also an annuity or yearly sum of §5000 in lieu, and bar of her dower, and of all claims upon his estate, and he directs his executors to set apart and reserve so much of his estate, real and personal, or both, as in their discretion, and with the consent of his wife, they may deem sufficient to produce a clear income adequate to the payment of the annuity, to be held and managed by them as a trust fund for that purpose, adding these words : “ and upon the decease of my said wife, to dispose of the same as hereinafter mentioned.” [97]*97Words which are of some significance, as evincing his intention to make a special disposition of the trust fund, from which the annuity was to arise. In the third clause, the testator gives similar directions to his executors, as to the setting apart and reserving from his real and personal estate, an adequate trust fund for the security and payment of an annuity of $800, to his daughter Susan; and in the fourth, similar directions for the security and payment of an annuity of $300 to the widow of his deceased son Richard ; and each of the clauses contains a reference to the future disposition of the trust fund which it directs to be raised. All these clauses were proper to be mentioned, from their connexion with other parts of the will, but no question has been raised as to the construction of either of them.

We now "come to the fifth article or clause of the will, upon the proper construction of which, the determination of the present controversy in a measure, depends. It is in these words : “ As to all the rest and residue of my estate, real and personal, whatsoever and wheresoever, I give, devise, and bequeath the same in three equal parts, to be divided as follows: one third part to my son Isaac, in fee simple; one third part to the trustees, hereinafter named, for the use of my son James Barclay; and the remaining one third part, in five equal shares, to be subdivided to James Roosevelt Bayley, Richard Bayley, Carlton Bayley, and William Bayley, in fee simple, one share each, and the remaining share to the said trustees, for the use of Maria E. Bayley, children of my deceased daughter Grace Bayley.” It is not denied that if this clause is to be separately construed, the words are sufficient to cany to the devisees and legatees, every estate and interest, present or future, vested or contingent, not disposed of expressly or by implication, in other parts of the will, and consequently, that they are sufficient to cany the reversion in fee upon the real estate devised to the widow, and the reversionary interest in the trust funds set apart for the payment of the annuities; but it is contended that this interpretation is modified, and greatly restricted by subsequent provisions in the will, so that the words “ rest and residue of my estate,” as here used, must be construed to mean only that portion of his estate which the testator believed would remain as a [98]*98subject for immediate distribution, independent of the reversion in fee of the real estate, and after the setting apart of the trust funds and the payment of debts and legacies; and upon full consideration, it is this limited interpretation that we feel constrained to adopt. We are persuaded that the words “rest and residue of my estate,” are used in this clause exactly in the same restricted sense which they manifestly bear in that which immediately follows.

In the sixth clause, the testator directs his executors, within a convenient time after his decease, after having set apart so much of his estate as might be necessary for the payment of the aforesaid annuities, and of the legacies thereafter to be mentioned, and the payment of his debts and funeral expenses, to make a schedule and estimate of all the “rest and residue of his estate, real and personal,” and to proceed to make a division and distribution thereof, to his before named residuary legatees, taking into consideration the advances made to them respectively. The provisions of this clause are somewhat more minute and special than we have stated, but we have given their substance and meaning. It is plain that the “rest and residue” of the estate, of which the division and distribution are here directed, is just as certainly exclusive of the capital of the trust funds, as of the moneys to be applied to the payment of debts and legacies, since it is only after the separation of. that capital from the bulk of the estate, that the division is to be made; and we add, that it seems to us nearly as evident, that this and the preceding clause, relate to the same subject, and are connected with and dependent upon each other1, the object of that we are now considering, being to carry out in its necessary details, the general devise contained in the former. The fifth clause declares the persons to whom the residuary estate shall pass, and the shares into which it shall be divided; the sixth describes and defines that estate, and directs the time and mode of its distribution. The first tells us who shall take and in what proportions ; the second, what and when, and how they shall take. The immediate sequence of the clauses, the necessity of the second to the completion of the devise contained in the first, and the terms in which both are expressed, suggest this as the true and natural [99]*99construction; and had we any doubts that, in adopting it, we follow the mind of the testator, they would be removed by the provisions in the seventh clause or section, to which we shall next advert.

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

Related

Russell v. Epler
10 Ill. App. 304 (Appellate Court of Illinois, 1882)
Boone v. Citizens' Savings Bank
38 Am. Rep. 498 (New York Court of Appeals, 1881)

Cite This Page — Counsel Stack

Bluebook (online)
3 Sandf. 82, Counsel Stack Legal Research, https://law.counselstack.com/opinion/howland-v-union-theological-seminary-bayley-nysuperctnyc-1849.