In re Irving Trust Co.

135 Misc. 203, 237 N.Y.S. 417, 1929 N.Y. Misc. LEXIS 946
CourtNew York Surrogate's Court
DecidedNovember 11, 1929
StatusPublished
Cited by23 cases

This text of 135 Misc. 203 (In re Irving Trust Co.) 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 Irving Trust Co., 135 Misc. 203, 237 N.Y.S. 417, 1929 N.Y. Misc. LEXIS 946 (N.Y. Super. Ct. 1929).

Opinion

Wingate, S.

This is an application for a construction of the will of Phebe J. Woodruff, which was admitted to probate in this court on the 4th day of June, 1920, made upon the final accounting of the trustees.

The questions raised concern the rights of three beneficiaries named in the thirteenth ” item of the will who survived the testatrix but died prior to the termination of the life estates.

By the first eight items of the will, testatrix gave specific bequests to her two sons, her stepgrandson, her stepdaughter and for cemetery care. Item “ ninth ” erected a trust of $15,000 for her step-grandson; “ tenth ” directed distribution of certain personal property and eleventh ” gave the balance of her estate to her trustees on a trust for her two sons and their survivor for fife. The distribution of the remainder, upon the death of the survivor of the trust beneficiaries, is the question involved in the present application. This is dealt with in the next two items of the will which read as follows:

Twelfth. Upon the decease of my said sons Franklin and Arthur V, S. Woodruff leaving them, or either of them, any issue surviving, I hereby give, devise and bequeath all my residuary estate to be divided equally between said issue, per stirpes and not per capita, and my stepgrandson Franklin Woodruff, third.
[205]*205“ Thirteenth. In the event of the decease of my said sons Franklin and Arthur V. S. Woodruff leaving them, or either of them, no issue surviving, then I give, devise and bequeath all my said residuary estate as follows:
“ I give and bequeath to the Orphan Asylum Society of Brooklyn (with the management of which I was formerly associated) the sum of five thousand dollars ($5,000).
I give and bequeath to the Church of Pilgrims comer of Remsen and Henry Streets in the City of Brooklyn, the sum of five thousand dollars ($5,000).
I give and bequeath to Frederick L. Clark, M. D., at present of New Bedford, Massachusetts, and to Dr. S. Woodruff Clark, at present of Cranston, Rhode Island, and to E. N. Clark, D. D. S., at present at Taunton, Massachusetts, children of my husband Franklin Woodruff’s sister Julia, the sum of Five thousand dollars ($5,000) each.
“ I give and bequeath to Etta Woodruff Breeden, wife of George Lloyd Breeden, at present at Selma, Alabama, the daughter of my husband Franklin Woodruff’s brother Modiah, the sum of Five thousand dollars ($5,000).
“Ail the rest, residue and remainder of my property, real, personal and mixed, I give, devise and bequeath, share and share alike, unto my nieces and nephews and step-grandson Franklin Woodruff, third, or the survivors of them, as follows: Annie D. Palmer, Phebe V. S. Pierson, and Dr. George Howard Palmer, all at present of the Borough of Brooklyn, Caroline V. S. Wyekoff, at present of Jamaica, Long Island, and my said step-grandson.”

Testatrix’s two sons have died, never at any time having had issue. Dr. George Howard Palmer predeceased the testatrix and Dr. E. N. Clark, Etta Woodruff Breeden and Annie D. Palmer while surviving the testatrix, predeceased-the life tenants.

In consequence of these facts it becomes important to determine whether the interests of those who are now dead, but were living at testatrix’s death, lapsed, or passed to their personal representatives. This determination involves an examination of the question whether their bequests were vested or contingent, since, if they were vested, the death of the beneficiaries prior to the time when they were entitled to come into possession of the property would not cause such legacies to lapse.

The argument contending for the contingent nature of the estates created is based on three points: First, on the use of the word “ then ” in the first paragraph of item thirteenth,” in which testatrix says that in the event of her son’s dying without issue, “then I give,” etc.; second, on the fact that all of the provisions [206]*206of this item were subject to defeat in ease testatrix’s sons left issue surviving them; and, third, because testatrix, in the residuary disposal in the final paragraph of this item employed the words “ or the survivors of them.”

These points will be considered in order.

The contention that the use of “ then ” in a manner similar to that here found imports a future direction, is not a new one, but in no case to which the attention of the court has been directed has it received the construction of suspending the vesting of the estate in connection with which it was used. Among the great mass of authoritative opposing determinations are Roosa v. Harrington (171 N. Y. 341); Matter of Allison (53 Misc. 222, 230; affd., 122 App. Div. 898; affd., 194 N. Y. 540); Hennessy v. Patterson (85 id. 91, 101); United States Trust Co. of New York v. Hoyt (179 App. Div. 923; affd., 223 N. Y. 617).

In the Hennessy Case (supra) the provision in the will was, “ should my said daughter Margaret die without leaving any issue then the said property shall be left to my nephew, John Foley.” The court says (at p. 101): “ The contingency named by the testator was, should she die without issue living at her death. That was the uncertainty to which he referred, and for which he meant to provide; and the word then ’ plainly refers to the event; to the happening of that contingency; and not to the time at which Foley’s right should commence.”

The second point, relating to the vesting in the legatees named in the “ thirteenth ” item must be decided adversely to the contention, not only under the wording of section 40 of the Real Property Law as authoritatively interpreted (Moore v. Littel, 41 N. Y. 66, 76, 77, 79, 80; Stringer v. Young, 191 id. 157, 161; Matter of Haggerty, 128 App. Div. 479; affd., 194 N. Y. 550; United States Trust Co. of New York v. Hoyt, 179 App. Div. 923; affd., 223 N. Y. 617; Matter of Steinwender, 176 App. Div. 517, 519; Matter of Smith, 205 id. 499), but also for the reason that facts substantially identical in all material particulars have been so construed. The case in which this result was reached was Matter of Allison (53 Misc. 222; affd., 122 App. Div. 898; affd., 194 N. Y. 540). There the testator, William J. Lazear, bequeathed certain property in trust to pay one-fifth of the income to his son, Cornelius, for life, and four-fifths thereof to his grandson, William, 2d, for life. He further directed that the remainder “ shall be paid to the children of said William J. Lazear (2nd), if he shall have any, if not it shall be paid to my granddaughtér, Frank Swarthout, or her heirs.”

Testator was survived by the three persons named. Frank Swarthout, the granddaughter, predeceased both Cornelius and [207]*207William, 2d, leaving a husband, to whom she bequeathed all her property, but no child, her father being her sole heir at law. The will was admitted to probate and her husband qualified as sole executor.

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Bluebook (online)
135 Misc. 203, 237 N.Y.S. 417, 1929 N.Y. Misc. LEXIS 946, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-irving-trust-co-nysurct-1929.