In re Pierson

6 Mills Surr. 341, 58 Misc. 94, 110 N.Y.S. 476
CourtNew York Surrogate's Court
DecidedFebruary 15, 1908
StatusPublished

This text of 6 Mills Surr. 341 (In re Pierson) 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 Pierson, 6 Mills Surr. 341, 58 Misc. 94, 110 N.Y.S. 476 (N.Y. Super. Ct. 1908).

Opinion

Nye, S.

If the contention of the attorney for the contestants that Lovina Atwell Fillmore, the widow of the testator, took absolute title to all the property of the testator is correct, [345]*345the petition should be dismissed and the application for the appointment of an administrator with the will annexed denied.

The intent of a testator is the guiding and controlling rule of interpretation and frequently requires a disregard of the usual technical meaning of words and phrases, and when necessary such technical meaning must yield to the evident intent of the testator.

Rules of construction are resorted to as helps or aids in arriving at the intent of a testator and ought not to be followed when they lead to results subversive of such intent. Lytle v. Beveridge, 58 N. Y. 598.

In Norris v. Beyea, 13 N. Y. 273, the court says: “It is-an obvious dictate of reason, as well as a settled principle of law* that all the parts of an instrument are to be taken together in ascertaining its meaning, and that no part of it should be rejected as inoperative if the whole can reasonably stand together.”

A devise or bequest of property indefinitely, with an absolute, power of disposition, usually vests in the legatee the full estate in absolute ownership, if the property is personal in its nature, and in fee, if it is real estate. Van Horne v. Campbell, 100 N. Y. 287-302.

The devise and bequest to Lovina Atwell Fillmore is not indefinite ; it is “ during the period of her natural life.”

It seems clear that it was the intention of the testator to give to Lovina Atwell Fillmore the right, during the period of her natural life, to use all of his estate, both real and personal, for her use and benefit, with limitation over as to what, if any, remained at her death.

The language of the will is: “I give and bequeath to my beloved wife Lovina Atwell Fillmore the use and control of all my real and personal estate during the period of her natural life, with the right to use or dispose of any part thereof at her discretion; and I hereby empower her to sell or convey any real [346]*346-or personal estate of which I may die possessed or to which I may die entitled.” To sell or convey when, or for what purpose 1 We think the testator meant and intended, during the lifetime of Lovina Atwell Fillmore and whenever in her judgment or discretion it might be necessary for her support and maintenance, or for the best interest of his estate.

The power is conferred the better to secure to the devisee the benefit of the property during the period of her natural life.” The power was to be exercised during her life and not at her death.

An absolute power of disposal includes a power to dispose of by will, as well as by sale or otherwise during life, which is incompatible with a mere life estate; and such power is not given by the terms of this will. The words of the power, in the connection in which they are used, clearly indicate an intention to authorize a disposition of the estate by the devisee, only by a conveyance which should take effect during her life time; and the whole scope of the will tends to the same conclusion.

It was not the intention of the testator to confer upon her the power to dispose of the property by will, upon any object of her bounty.

In Kelley v. Hogan, 11 App. Div. 345, the court says: This power of disposition by will has been regarded as a controlling element and a crucial test upon the question as to whether the estate given is absolute or defeasible. If the legatee can only dispose of the estate during life, then the limitation over has been sustained, because within the protection of the statute.”

From the language of the will it is apparent that the testator did not intend to confer upon Lovina Atwell Fillmore the right to dispose of the corpus of the estate by will.

That a testator may devise his property to a person during life, giving such person an additional power of disposal, without enlarging the estate to a fee, is well settled. Terry v. Wig[347]*347gins, 47 N. Y. 512 ; Thomas v. Wolford, 49 Hun, 145. The testator’s intention is to be ascertained, if possible, and will control.

It was held in Greyston v. Clark, 41 Hun, 125, where the will gave to a wife real and personal property absolutely * * * and with full power and authority to sell or mortgage as she thinks proper,” and provided that such of the property as remained when she died should be divided among others, that the estate given by the testator to his wife was of such a nature that she could dispose of it all during her lifetime for any purpose she should judge to be for her use or benefit,” but could not dispose of it by will; and so much as remained was to be divided as directed by the testator.

In Rood v. Watson, 54 Hun, 85, cited by counsel for contestants, the language of the will is: “I hereby give and bequeath to my wife, Jane A. Watson, all my estate, real and personal, to have and to hold in her natural life, right to have and to use as she may choose, except that I give and bequeath to our adopted daughter, Julia S.- Marble, * * * the sum of $1,600 for her to have and to use her natural life, the same to pass to her children after her decease, provided they live to the age of twenty-one years. If they should die before "that age, then at the death of said Julia this legacy shall revert to the estate.”

The court says the words “ in her natural life ” were probably intended to be used for the phrase, “ for her natural life.”

If they are taken to mean the same as that phrase, the property was given to Mrs. Watson for life, with power of disposition. If there were a devise over of the property, or what was left of it, the courts, to carry into effect the whole intention of the testator, would probably hold that, while she had the absolute power to use what she chose of the estate, the limitation over would be good as to what remained.

[348]*348In Wells v. Seeley, 47 Hun, 109, the testator gave all the rest and residue of his estate to his wife, to be held and used by her as she shall see fit and proper during the full term of her life, and at her death, if any part of my said estate shall remain unexpended, then, and in that case, I give and bequeath such remaining portion” to other parties. It was held that the widow had a life estate in the residue, with the power to use such portion thereof as she should deem proper for her support during her life, and that the provision as to the remainder, if any remained unexpended, was valid.

In Matter of Cager, 111 N. Y. 343, the testator gave all his estate, after the payment of debts, to his wife, to be used and enjoyed and at her disposal, during the term of her natural life;" and what might remain at her decease he gave to other parties.

It was held that while the widow had the power to dispose of the corpus of the estate, such power was not absolute and unconditional, but was limited by the language devising the property for her use and enjoyment during her life and did not give her the power of disposing of it by will.

In Matter of French, 5 N. Y. Supp.

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Related

Terry v. . Wiggins
47 N.Y. 512 (New York Court of Appeals, 1872)
Van Horne v. . Campbell
3 N.E. 316 (New York Court of Appeals, 1885)
Lytle v. . Beveridge
58 N.Y. 592 (New York Court of Appeals, 1874)
Norris v. . Beyea
13 N.Y. 273 (New York Court of Appeals, 1855)
Thomas v. Wolford
1 N.Y.S. 610 (New York Supreme Court, 1888)
In re French
5 N.Y.S. 249 (New York Supreme Court, 1889)
Rood v. Watson
7 N.Y.S. 212 (New York Supreme Court, 1889)

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Bluebook (online)
6 Mills Surr. 341, 58 Misc. 94, 110 N.Y.S. 476, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-pierson-nysurct-1908.