In re a Construction of the Last Will & Testament of Weiss

124 Misc. 413, 209 N.Y.S. 129, 1925 N.Y. Misc. LEXIS 733
CourtNew York Surrogate's Court
DecidedJanuary 14, 1925
StatusPublished
Cited by9 cases

This text of 124 Misc. 413 (In re a Construction of the Last Will & Testament of Weiss) 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
In re a Construction of the Last Will & Testament of Weiss, 124 Misc. 413, 209 N.Y.S. 129, 1925 N.Y. Misc. LEXIS 733 (N.Y. Super. Ct. 1925).

Opinion

Schulz, S.:

The last will and testament of the decedent, after the usual introductory clause and a provision relative to the payment of debts and funeral expenses proceeds, as far as material to the questions involved, as follows:

First. To my beloved wife Margaretha Weiss I give, bequeath and devise all my property, real and personal, of whatever name and nature that may be and wheresoever situated and in my possession at the time of my death, to have and to hold, unreservedly, as sole heiress, absolutely and forever.

“ Second. After the death of my said wife the residue of the said property, real and personal, is to go into possession of my two sons Willy Weiss and Conrad Weiss, in equal parts, share and share alike.

Third. To my grandchildren Katharina Weiss and Gussie Weiss, the children of Conrad Weiss, I give to each the sum of Two Hundred Dollars, to be deposited in their name in some Savings Bank of the City of New York by my Executrix hereinafter named until they reach their majority. If either of the said grandchildren should die before my wife, her share is to go to the surviving grandchild.”

The testator then nominates his wife as the executrix and directs that “ she shall not be required to give bonds or be under any restrictions whatsoever.” It appeared that the will was prepared by a notary public and it was stipulated that for the purpose of this proceeding, the value of the estate be estimated at $30,000.

At the time of his death, all of the persons named in the will survived the testator, the children named being the issue of a prior marriage of the decedent, and the two grandchildren being the issue of one of such children of the testator.

The petitioner, the widow of the decedent, has brought this proceeding for a construction of the will contending that under its terms the testator made an absolute bequest and devise of all of his property to her, and if this be not so, that she then received a life estate in all of his property with an absolute power to dispose of the whole thereof. The contention of the children of the decedent is that the will gives the widow only a life estate without the power to use the principal, and creates a trust of $200 for each of the grandchildren named in the will, with a remainder after the life estate in the children of the decedent named in the will. The special guardian of the grandchildren, who are infants, urges that the bequests for the benefit of the grandchildren are absolute and are not invalidated by the prior provisions in favor of the wife and that the latter only takes the residue after the payment of such bequests.

[415]*415A hearing was had and evidence taken which tended to show the condition and circumstances surrounding the execution of the will, which I deemed permissible, under the circumstances. (Furniss v. Cruikshank, 230 N. Y. 495, 501; Collister v. Fassitt, 163 id. 281, 284; Stimson v. Vroman, 99 id. 74, 79; Terpening v. Skinner, 30 Barb. 373.)

Declarations of the decedent were excluded under the well-settled rule that parol evidence may not be considered, except to explain a latent ambiguity arising dehors the will or to rebut a resulting trust (Tierney v. Fitzpatrick, 195 N. Y. 433; Brown v. Quintard, 177 id. 75, 83; Mann v. Mann, 1 Johns. Ch. 231, 234) and where there is a patent ambiguity susceptible of resolution thereby. (Matter of Fowles, 95 Misc. 48, 51; 176 App. Div. 637; 222 N. Y. 222.)

Three well-established rules in the construction of wills must be borne in mind in co'nsidering the language of this instrument: (1) The intent of the testator must be given effect if ascertainable. (Matter of Silsby, 229 N. Y. 396, 402; Matter of Buechner, 226 id. 440; Eidt v. Eidt, 203 id. 325, 328.) (2) A bequest or devise made in clear and unambiguous language in one part of a will, cannot be cut down by subsequent language unless the same tending to do so is equally clear. (Banzer v. Banzer, 156 N. Y. 429; Goodwin v. Coddington, 154 id. 283; Washbon v. Cope, 144 id. 287.) (3) All parts of the will must, if possible, be harmonized and given effect. (Matter of Title Guarantee & Trust Co., 195 N. Y. 339; Roe v. Vingut, 117 id. 204.)

At the hearing, I reserved decision upon an objection by respondents’ counsel to testimony of the petitioner as to acts of one of the respondents toward his father, meanwhile allowing the same to go upon the record. I now sustain the objection, strike out the testimony in question, and award an exception to the petitioner.

The language of each of the paragraphs of the will taken by itself is clear and concise, and it is only when read in connection with the remainder of the document that any doubt arises. It is evident that if, under the provisions of paragraph first,” the decedent gave all of his property to his wife, the language of the 3d paragraph cannot be given effect. It is not to be assumed, however, that the testator included provisions in his solemn testamentary declaration with the knowledge and intent that they could not be carried out, because by a prior paragraph he apparently had given all of his property away.

I am satisfied that he intended the grandchildren named to receive the benefit of the legacies mentioned under the conditions stated in paragraph third ” and this can only result if we construe paragraph “ first ” to refer to the decedent’s property left after the [416]*416payments of the legacies for the benefit of the grandchildren to be held by the executrix upon the trust stated in the will. This construction does no violence to any of the rules above stated and it complies with two of them in that it carries out the manifest intent of the decedent and gives effect not only to paragraph first ” but also to paragraph third ” by harmonizing these paragraphs with one another. .If paragraph “ third ” had preceded paragraph “ first,” there could be little ground for doubt as to the meaning of the decedent; but the mere fact that it followed, I do not think is controlling. It has been held that a residuary clause does not lose its character as such because it does not happen to be at the end of the will. (Morton v. Woodbury, 153 N. Y. 243.)

The 2d paragraph of the will differs somewhat from the 3d, in that, before it may be given effect, reference must of necessity be had to some other part of the document. The words “ the residue of the said property ” necessitate the inquiry as to what property is referred to and what deductions are to be made which result in a residue. If paragraph “ first ” stood alone, there could, of course, be no residue, and yet the testator evidently had the possibility of a residue, upon the death of his wife, in mind; hence, he could not have intended to give his wife all of his property absolutely.

Such a construction, it is claimed, would result in cutting down the apparent absolute bequest and devise in paragraph first ” and thus violate one of the rules above stated. There is no prohibition, however, against cutting down a bequest in the earlier part of a will by later provisions therein. This may be done provided only that the language in the later clauses clearly expresses such an intent. (Mee v.

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Bluebook (online)
124 Misc. 413, 209 N.Y.S. 129, 1925 N.Y. Misc. LEXIS 733, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-a-construction-of-the-last-will-testament-of-weiss-nysurct-1925.