In re Davis

129 Misc. 447, 221 N.Y.S. 714, 1927 N.Y. Misc. LEXIS 772
CourtNew York Surrogate's Court
DecidedApril 27, 1927
StatusPublished
Cited by10 cases

This text of 129 Misc. 447 (In re Davis) 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 Davis, 129 Misc. 447, 221 N.Y.S. 714, 1927 N.Y. Misc. LEXIS 772 (N.Y. Super. Ct. 1927).

Opinion

Slater, S.

Mrs. Stewart B. Wells died a resident of Westchester county May 22, 1922, leaving a will which was duly probated September 8, 1922. This is a proceeding for the construction of her will. The opinion will have occasion to refer to the 9th, 10th, 11th and 13th paragraphs of the will, which are as follows:

“ Ninth. I give and bequeath to William Newman, the use during his natural life, of my house on West Mahonig Street, Danville, Pennsylvania, conditionally on his personal occupancy of it, keeping it in repairs and paying for same; paying all taxes and assessments which may become hens thereon and annually delivering to my executors receipted bills showing such payments. At the decease of said William Newman, I direct my executors to sell and dispose of said house and divide the proceeds arising therefrom equally among my grandchildren then living and the issue of any who may have died, per stirpes and not per capita.
“ Tenth. All the rest, residue and remainder of my estate both real and personal I give devise and bequeath to my Executors, in trust nevertheless, and direct said Executors to divide said estate into as many equal parts as I may have grandchildren living at the time of my decease, and to invest and keep invested each of said equal parts of my said estate in such securities as they in their discretion may consider proper and to accumulate the income arising from each of said equal parts and to pay over one of said equal parts and the accumulations thereto to each one of my said grandchildren when he or she arrives at the age of twenty-one years.
Eleventh. Should any one of my said grandchildren die before arriving at the age of twenty-one years then and in that event I give said one equal part and its accumulations which he or she would have received on arriving at the age of twenty-one years to such of my said grandchildren as may then be living.”
“ Thirteenth. I authorize my said Executors to use any part or all of the principal and accumulations of any one of said equal parts of said trust funds for the support of any one of said beneficiaries if in their opinion it would be advisable to do so.”

There are five grandchildren of the testatrix at the present time, four of whom were born several years prior to her death, and one, the petitioner, Elizabeth Louise Davis, who was born eight months and fourteen days after the death of the testatrix, namely, February 6, 1923.

The petitioner and Barbara Berkey are half-sisters and the children of Elizabeth Davis, a daughter of the testatrix; Lemuel E. Wells, Francis B. Wells and Stewart Beaver Wells are children of Thomas Wells and Lemuel Stewart Wells, sons of the testatrix.

[449]*449The court has appointed two special guardians, one for the petitioner and her half-sister, Barbara Berkey, and one for the infants cousins of the petitioner, because the parents of these infants are not in agreement upon the law governing the case.

Two questions of law are presented. The first question is: Whether under the terms of paragraph “ tenth ” of the will the grandchild Elizabeth Louise Davis would, if in being at the time of the death of her grandmother on May 22, 1922, partake of the fund provided for by that paragraph; in other words, would such child come within the meaning of the word hving ” as used in said paragraph?

The second question is whether said grandchild, Elizabeth Louise Davis, was in being on May 22, 1922; had conception of such child taken place prior to the date of the death of the grandmother?

The 9th paragraph of the will gives to a life tenant certain property in Pennsylvania, and says: “ at the decease of said William Newman, I direct my executors to sell and dispose of said house, and divide the proceeds arising therefrom equally among my grandchildren then living, and the issue of any who may have died.”

The 10th paragraph of the will deals with the remainder and creates a trust, directing that the residue shall be divided “ into as many equal parts as I may have grandchildren living at the time of my decease.”

The 11th paragraph states that, should any one of said grandchildren die before arriving at the age of twenty-one years, the corpus of the trust and its accumulations which such grandchild would have received on arriving at twenty-one years shall pass to “ such of my said grandchildren as may then be living.”

The respondents refer to the fact that a clear distinction is made by the testatrix between the class as designated in the above noted paragraphs of the will, and claim it was the intention of the testatrix to limit the gift in the 10th paragraph to the grandchildren as designated in the 11th paragraph. The court holds that -the testatrix must be charged with the fine discrimination of the draftsman in the employment of words, as she created the several paragraphs carrying the gifts. The context of the will discloses that the testatrix knew exactly what she wanted to do and evidenced it by a clear intention in the use of her varying words. (Matter of O’Dell, 124 Misc. 76.) There is no ambiguity in the language used in these several paragraphs. The draftsman was a lawyer who knew the meaning and force of legal terminology and we find him using words with some exactness. (Matter of Parsons, 242 N. Y. 246. 250.) These paragraphs are expressed in language [450]*450concerning which there can be no misunderstanding. Why the distinction was made in referring to grandchildren living at the time of my decease ” in the 10th paragraph, and to “ grandchildren as may then be living ” in the 11th paragraph does not concern the court. The expression is clear in each paragraph. These words should be given their ordinary meaning, and cannot be rejected as meaningless or repugnant. (Matter of Buechner, 226 N. Y. 440; Matter of Parsons, 124 Misc. 394; affd., 214 App. Div. 802; mod. and affd., 242 N. Y. 246.)

The respondents made offer of extrinsic evidence by the draftsman of the will which the court refused to take. Evidence of extrinsic circumstances may sometimes assist the court in the construction of language which a testator has used to express his testamentary intention; but here the language of the will, even when read in the light of extrinsic circumstances, admits of but one construction. Parol evidence is not admissible to show that the testatrix did not mean what she has said in words, though these words may have been chosen by the attorney who drafted the will, rather than by the testatrix. (Reynolds v. Robinson, 82 N. Y. 103; Dwight v. Fancher, 245 id. 71.)

It is the court’s opinion that the testatrix did not by her use of the words living at the time of my decease ” limit the class of grandchildren to take under the 10th paragraph to those whom she knew had been born at the time of her death. In paragraph “ tenth ” she selected a different time for the determination of the class, that is, the date of her death. She had a right to do so. She did it in plain understandable language. Therefore, if the petitioner, Elizabeth Louise Davis, was living ” at the date of her grandmother’s death, she takes under the 10th paragraph of the will.

On May 22, 1922 (the date of the death of the testatrix herein), Elizabeth W. Davis and her husband, Henry C.

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Bluebook (online)
129 Misc. 447, 221 N.Y.S. 714, 1927 N.Y. Misc. LEXIS 772, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-davis-nysurct-1927.