Huggins v. Lewis

31 Misc. 292, 64 N.Y.S. 355
CourtNew York Supreme Court
DecidedApril 15, 1900
StatusPublished

This text of 31 Misc. 292 (Huggins v. Lewis) 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
Huggins v. Lewis, 31 Misc. 292, 64 N.Y.S. 355 (N.Y. Super. Ct. 1900).

Opinion

Forbes, J.

This is an action brought by Mary A. Huggins against the executrix and trustee of the testator, to compel said executrix to sell certain portions of the real estate, held by her as trustee; and pay over to the plaintiff a sum sufficient to maintain and support her while she is in an alleged indigent condition, as provided by the fourth clause of the last will and testament of said testator.

The plaintiff is the daughter of Hiram Lewis. The defendant, Juliet G. Lewis, the executrix, etc., is the widow of Hiram Lewis.

This action involves the construction of the last will and testament of said Hiram Lewis, which was made on the 27th day of [293]*293February, 1883, and the codicil to said will, which was made on the 'Tth day of May, 1888.

After providing for the payment of his debts and burial, and a bequest to his son Charles of a breastpin, owned by the deceased, the third clause of said will reads as follows:

All the rest, residue and remainder of my estate, real and personal, of every name and nature, shall be held in trust by my wife Juliet G. Lewis during her natural life, in manner and for the purposes hereinafter mentioned, that is to say: the same shall be managed and controlled by my said wife as trustee, for that purpose duly appointed. The income, rents, profits and interest arising from my said estate shall belong to and be the property of my said wife, for her use, support and disposition during her lifetime, the principal being by her held in trust' as aforesaid with power in her to make such changes of investment thereof as her best judgment shall determine to be for the interest of my estate and to that end she is empowered to make sale of any or all of my real estate, execute any contract, agreement or conveyance thereof, as may be necessary and take and receive the avails of such sales in her possession and control as trustee as aforesaid, the interest or income arising therefrom to be used and enjoyed by her as aforesaid during her natural life. The power above vested to extend to the changing of investment of personal securities as well as real estate.”

It will be seen by this clause in the will that the defendant is given possession, control, management, and all of the income from said estate, for and during her natural life.

This bequest was the least of the moral and legal obligations which the testator owed to his widow. Buchanan v. Tilden, 158 N. Y. 109.

The fifth clause of said will, in part, reads as follows:

“ Fifth: Upon the decease of my said wife Juliet G. Lewis, all the estate real and personal, and the remainder thereof so held by her as trustee as aforesaid, shall belong to my children or the survivor of them as follows:”

The estate is then divided between the three children of the deceased, who were living at the time of the making of said last will and testament.

The fourth clause in said will reads as follows:

“ Fourth: Should my children, or either of them, that is Ida E. Skinner, Mary E. Lewis or Charles H. Lewis, by reason of sick[294]*294ness or unforeseen calamity become necessitated as to require assistance in their proper and necessary care and support, and the income and profits arising from the real estate and investments in the hands of my said wife as above mentioned, shall prove insufficient for her proper support and to afford the necessary contribution for the aid of my said children, or either of them, then my said wife as such trustee is empowered to use sufficient of my estate in meeting the requirements of the emergency to the extent her best judgment may dictate.”

This clause, while unfortunately worded, thus making the intention somewhat obscure, I think must be interpreted as meaning that the executrix might use a portion of the principal part of the estate in accordance with the exercise of her best judgment, either in supporting herself or in relieving any of the children of the deceased from actual want; and I think cannot be construed as a peremptory obligation imposed on her to change the form of the trust estate against her judgment and wishes. Riker v. Cromwell, 7 N. Y. St. Repr. 316, and authorities cited at page 320.

The whole tenor of the will seems to provide for the keeping of the estate intact, unless the income should be insufficient for the support of the widow, or unless she should see fit to turn over some portion of the estate to any of the children who actually needed care and support.

It seems to me that this conclusion is a reasonable one, when we take into consideration, in connection with the will, the provisions of the codicil, made five years subsequent to the making of the will. At this time the plaintiff in this action was unmarried, and by the first clause of said codicil the following provision was made for her:

“First: I will and direct that my wife the executrix and trustee named in my said last will, shall pay annually after my decease to my daughter, Mary A. Lewis, the sum of two> hundred dollars ($200), during the time my said daughter Mary A. shall remain single and unmarried, and during the lifetime of my said wife; should said Mary A. marry during the lifetime of my said wife, then the payment of said annuity of two hundred dollars shall cease. The said amount of $200 is to be paid from the issues, interests and profits of my estate real and personal.”

At the time this codicil was made, Ida Emeline Skinner, the other daughter of the deceased, had died, and Charles H. Lewis and the plaintiff were the only children surviving. Charles H. [295]*295Lewis has since died, leaving the plaintiff in this action the only surviving child; and a daughter of Mrs. Skinner, Lela May Skinner, the only heir of the deceased daughter.

Mary A. Lewis was married to Harry 1ST. Huggins at Council, Bluffs, Iowa, September 13, 1888. Charles H. Lewis died about August, 1890, without issue. The testator died on the 5th day of February, 1892.

Under the fifth clause of the codicil, the residuary estate, in remainder, passed to Mary A. Lewis, the plaintiff, and to Charles H. Lewis, share and share alike; subject, nevertheless, to the life use •of the same to the defendant, as provided in the will.

It seems to me that the codicil makes it very plain indeed that the intention of the testator was to provide a specific annuity for the plaintiff up to the time of her marriage, when that annuity was to cease.

It is also plain, by a provision in the codicil, that the principal sum was not to be devoted to the payment of such annuity, but that it should come wholly from the rents and profits of the real estate and investments.

After the death of the testator, the filing of the inventory disclosed that there was personal property to the extent of $4,353.12. It was conceded, on the trial, that this entire sum has been absorbed in the administration of the estate, the payment of debts and expenses.

The real estate consists of a small house and lot; a small hotel and a brick dwelling-house, near to the same, and upon the same lot, in the village of Canastota; about twenty acres of land in the town of Madison, in this county; this, with the hotel furniture, seems to be all there is left of the estate.

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Related

Colton v. Colton
127 U.S. 300 (Supreme Court, 1888)
Buchanan v. . Tilden
52 N.E. 724 (New York Court of Appeals, 1899)
Holden v. . Strong
22 N.E. 960 (New York Court of Appeals, 1889)
Hopkins v. . Kent
40 N.E. 4 (New York Court of Appeals, 1895)
Phillips v. . Phillips
19 N.E. 411 (New York Court of Appeals, 1889)
Matter of Roe
23 N.E. 1063 (New York Court of Appeals, 1890)
Collister v. Fassitt
7 A.D. 20 (Appellate Division of the Supreme Court of New York, 1896)

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Bluebook (online)
31 Misc. 292, 64 N.Y.S. 355, Counsel Stack Legal Research, https://law.counselstack.com/opinion/huggins-v-lewis-nysupct-1900.