In re Bearse

167 A.D. 415, 15 Mills Surr. 72, 153 N.Y.S. 514, 1915 N.Y. App. Div. LEXIS 8284

This text of 167 A.D. 415 (In re Bearse) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Bearse, 167 A.D. 415, 15 Mills Surr. 72, 153 N.Y.S. 514, 1915 N.Y. App. Div. LEXIS 8284 (N.Y. Ct. App. 1915).

Opinion

Merrell, J.:

The petitioner claims to be a person interested in the estate of Izabenda Fulton, late of the county of Onondaga, deceased, and as such has instituted a proceeding to obtain a judicial accounting by the executrix of the will of said decedent. The executrix contends, and the surrogate of Onondaga county, in the order appealed from, has decided, that the petitioner is not a person interested in said estate entitled to require such accounting, and the petition therefor has been dismissed. The controversy involves the construction of the will of said decedent.

Izabenda Fulton died in the county of Onondaga, where she then resided, in the year 1875, leaving a daughter, Jennie .E. Brown, as her sole heir at law and next of kin, her surviving, and leaving a last will and testament, executed by said decedent on the 27th day of December, 1871. Subsequent to the death of decedent and on the 12th day of July, 1875, said will was duly admitted to probate in the Surrogate’s Court of said county of Onondaga, and letters testamentary thereon on said last-mentioned date duly issued out of and under the seal of the said Surrogate’s Court to the said Jennie E. Brown, sole executrix in said will named. The said executrix duly quali[417]*417fied as such and entered upon and ever since has acted and is still acting as executrix of said will, and said letters testamentary still remain in full force and effect.

After the usual preliminary and formal recitals, the instrument provides:

“First. I give and bequeath tó my daughter, Jennie E. Brown, all of my estate, both real and personal, of every kind and description, whatsoever.

“ Second. In case the said Jennie E. Brown shall die without issue then and in that case I give and bequeath all of the estate received by her by virtue of this instrument and held by her at the time of her disease to the children of my brothers, Ward Bearse and Aaron Bearse, and to James M. Bearse, who is the son of my deceased brother, David Bearse, share and share alike. ”

By the 3d and last clause of the will the said Jennie E. Brown is named as sole executrix.

It is the contention of the petitioner that the 1st clause of said will, which would seem in and of itself to give and bequeath unto the daughter Jennie all of the property of the testatrix, was limited by the 2d clause, and that, reading the two clauses together, the daughter was not given an estate in fee simple absolute in the real property of which decedent died possessed. It is the claim of the petitioner that such part of decedent’s property as might remain and be held by said daughter at the latter’s decease, in case she should leave no issue her surviving, should pass to the persons named in the 2d clause of said will.

On the other hand, the daughter claims that the testatrix, having, by the 1st clause of the will, bestowed upon her all of her estate, both real and personal, and of every kind and description whatsoever, without limitation therein expressed, the 2d paragraph of the will was repugnant thereto, and that her estate cannot thereby be taken away.

The petitioner is a son of Ward Bearse, a brother of testatrix, and one of the persons specified in the 2d clause of the will. Therefore, if petitioner is correct in the interpretation he seeks to put upon said will, he is an interested party and [418]*418entitled to obtain an accounting by said executrix, pursuant to the provisions of the Code of Civil Procedure. (See Code Civ. Proc. § 2727 et seq., as arad, by Laws of 1914, chap. 443.) No accounting has ever been had by said executrix since letters were issued to her. She is now over sixty years of age and is without issue.

What then was the intention of the testatrix as to the disposition of her property and estate by the two clauses of her will above quoted ? By the 1st clause it will be noted the testatrix gives and bequeaths to her said daughter all of her estate, both real and personal, of every kind and description whatsoever. The usual words of inheritance, where an intention exists to convey an absolute estate, are wanting: Still in and of itself it must be conceded that the 1st clause, taken alone, would be sufficient to bestow upon the daughter all of the estate and property of the testatrix. By the 2d clause it is provided that in case the daughter shall die without issue, then all of the estate received by her under the will, and held by her at the time of her decease, is given and bequeathed to the children of Ward Bearse and Aaron Bearse, brothers of testatrix, and to James M. Bearse, a son of a deceased brother, share and share alike. It seems entirely clear to me that it was the intention of the testatrix by the 2d clause of the will to limit the estate which she gave to her daughter in the 1st clause. That is, she intended, not that her daughter should take an unconditional estate in the property, but that as to such part thereof as might remain after the daughter’s death without leaving issue and be then held by her, should pass to the nephews or nieces specified in the 2d paragraph. A great many cases are cited by counsel in their respective briefs as authority for the positions taken for and against the petitioner herein. Canons of interpretation are invoked to discover, if possible, the intention of the testatrix in the use of the language of her will. Indeed, the courts have laid down certain canons of construction to be applied in cases where the language used in a will is ambiguous and the intention of the testator hidden or uncertain. The real test in the construction of a will is to determine, if possible, what, in fact, was the intention of the testator. It has been often remarked that no [419]*419. will has a brother, and it is undoubtedly true that reliance must chiefly be had upon the provisions of the instrument under consideration in order to discover the intention of the testator, rather than through, the application of rules of construction.

The respondent cites the old common-law case of Jackson v. Bull (10 Johns. 19) and a number of other kindred cases holding that in cases where a will in one clause grants an estate in clear and decisive terms, such estate cannot be taken away or cut down by any subsequent words that are not as clear or decisive as the words creating the estate, and that any subsequent paragraph of the will tending in any manner to cut down such provisions is repugnant to the first provision and. void. This Undoubtedly was the law prior to the Revised Statutes, and to some extent and in some cases is still applicable. Since the enactment of the Revised Statutes the trend of authority seems to be against any construction destroying a clause in a will which limits or cuts down a prior absolute gift. The most that can be said of the authorities cited by the respondent is that an absolute estate given in one part of a will in clear and decisive terms cannot be cut down or limited by a subsequent part of the will, unless the subsequent part is expressed in equally as clear and decisive language as the part giving the absolute estate. The difficulty with the application of such authorities cited by the respondent to the will in question is that the terms of the 2d clause seem to be no less clear than those of the 1st.

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Bluebook (online)
167 A.D. 415, 15 Mills Surr. 72, 153 N.Y.S. 514, 1915 N.Y. App. Div. LEXIS 8284, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-bearse-nyappdiv-1915.