In re Marcial's Estate

15 N.Y.S. 89, 37 N.Y. St. Rep. 569, 1891 N.Y. Misc. LEXIS 3062
CourtNew York Surrogate's Court
DecidedMay 21, 1891
StatusPublished
Cited by1 cases

This text of 15 N.Y.S. 89 (In re Marcial's Estate) 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 Marcial's Estate, 15 N.Y.S. 89, 37 N.Y. St. Rep. 569, 1891 N.Y. Misc. LEXIS 3062 (N.Y. Super. Ct. 1891).

Opinion

Sherman, S.

I am of the opinion that the instrument as the last will of Enoch Marcial is utterly void, under the statute of perpetuities,1 and the authorities cited by the learned counsel for the contestants; that it is not a valid will to pass title to real estate. It suspends the power of alienation beyond the continuance of two lives in being at the creation of the estate. It attempts to create contingent estates to at least four lives in being. The fee of the land may never vest in any of the four grandchildren, nor in any other grandson of the testator that might be born after the date of the alleged will. The four living grandchildren can convey no legal title, because they are not heirs at law, and as legatees the title might not vest in any .one of them, or in any other after-born son of Martin Marcial, until after the death of four persons in being at the creation of the estate, September 11, 1889.

The important question to be considered is whether the surrogate .court has jurisdiction to give construction to this instrument upon the consent and re[91]*91quest of all the parties interested. Such request cannot give the court jurisdiction in the premises. If it exists, it must be found in the several provisions of the Code of Civil Procedure, statutes of this state, and decisions of the courts relating thereto. I have carefully examined these, and have come to the conclusion that each surrogate court of this state has jurisdiction to-give construction to wills on probate, relating to both real and personal property. That it has such jurisdiction as to wills of personal property there can be no doubt. Section 2624 of the Code not only grants it, but positively requires such courts to determine the question in making decrees in cases of residents of the state owning personal property therein. In most cases, wills-requiring construction on probate relate to both real and personal property, and the questions involved are the same, and generally the value of the personal property involved largely exceeds that of the real. The surrogate court has undoubted jurisdiction to construe that part of wills relating to personalty, and it has been claimed that the supreme court only can in the first instance construe parts of such wills that relate to the realty; thus necessarily constituting two parallel lines of litigation, in two courts, under the same will, upon the same identical questions as to construction, with the chances that the decision of the highest court will on appeal be first rendered upon the construction given in the surrogate court relating to the personalty. It is not credible that the learned codifiers of the Code of Civil Procedure, and the legislature, ever intended to create such an anomaly. On the contrary, is not the presumption reasonable that they should have endeavored to assimilate the practice and jurisdiction of these courts, in the important matter of probate of wills of real and personal property, by adopting an harmonious and symmetrical system, avoiding unnecessary costs and delays, and so conserve the rights of litigants? I think that a careful examination of the history of legislation on this subject shows that the latter course has been adopted by giving surrogate courts jurisdiction to construe wills of both real and personal property, on probate, the same as has been given on settlement of estates, and was given to the surrogate court of the county of Mew York by chapter 359, Laws 1870, § 11, the same as possessed by the supreme court; which act was repealed by the provisions of the Code that went into effect September 1, 1880, and such provisions of the Code were substituted therefor. The case of Marx v. McGlynn, 4 Redf. Sur. 455, was decided by Calvin, surrogate of the county of Mew York, in August, 1880, a few days before sections 1866, 2622-2629 of the Code, extending the jurisdiction of the surrogate courts on probate of wills, and recording same, went into effect, and while the act of 1870 was in full force. The learned ex-surrogate, Calvin, says in the above case that his predecessors had never recognized the authority conferred by that act, and in that case he only gave construction to that part of the will relating to personal property, and referred the parties interested to suit in the, supreme court for their remedy as to the realty; saying that section 2624 of the Code, giving surrogate courts jurisdiction to construe wills of personal property on probate, might “be regarded as a legislative expression of opinion that such jurisdiction should not be exercised over wills of real estate.” I have been unable to find any reported case in which the surrogate court of Mew York ever gave construction to any will relating to either personal or real property under the act of 1870, except the one above cited, during the decade preceding September I, 1880, when the Code went into effect.

In construing the above sections of the Code, the first and an important one tobe considered is section 1866, which is as folllows: “The validity, construction, or effect, under the laws of the state, of a testamentary disposition of real property situated within the state, or of an interest in such property, which would descend to the heir of an intestate, may be determined in an action brought for that purpose in like manner as the validity of a deed, purporting to convey land, may be determined. * * * But this section does [92]*92not apply to a case where the question in controversy is determined by the decree of a surrogate’s court, duly rendered upon allegations for the purpose, as prescribed in article 1 of title 3 of chapter 18 of this act, where the plaintiff was duly cited in the special proceeding in the surrogate’s court before the commencement of the action. ” It will be noticed that this section relates only to wills of real property; and that the last sentence of the section states that such section does not apply to a case where the question in controversy, i. e., relating to wills of real property, is determined by the decree of the surrogate court, duly rendered upon allegations for that purpose, as prescribed in article 1, tit. 3, c. 18, of this act, (being the sections of the Code above cited,) where the plaintiff was duly cited in the special proceeding in the surrogate court before the commencement of the action. Commissioner Throop says in his note to above section: “ The provision has been expressly confined to real property within the state, and to questions arising under the laws of the state, in accordance with Knox v. Jones, 47 N. Y. 389; and it has been so framed as to avoid a conflict with various provisions of chapter 18, post, particularly those contained in title 3, art. 1, § 2625, post, whereby Laws 1870, c. 359, § 11, which authorizes the surrogate of New York to determine questions of validity, etc., has been extended to surrogates throughout the state.” It will be noticed that the commissioner says that this section (1866) has been expressly confined to real property, and has been so framed as to avoid a conflict with the various provisions of chapter 18, (particularly section 2625) whereby the provisions of said act of 1870, to construe wills, etc., was extended to the surrogate’s courts throughout the state, which section 2625 reads as follows: “Where the surrogate decides against the sufficiency of proof or against the validity of a will, or upon the construction, validity, or the legal effect of any provision thereof, he must make a decree accordingly; and, if required by either party, he must enter in the minutes the grounds of his decision.” This section should be considered in connection with section 1866, supra,

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Cite This Page — Counsel Stack

Bluebook (online)
15 N.Y.S. 89, 37 N.Y. St. Rep. 569, 1891 N.Y. Misc. LEXIS 3062, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-marcials-estate-nysurct-1891.