In re Reimers

134 Misc. 753, 236 N.Y.S. 388, 1929 N.Y. Misc. LEXIS 1230
New York Surrogate's Court·Decided September 4, 1929·Published·Cited by 10 cases

Opinion

Wingate, S.

This is an application by an executrix for a construction of the will of decedent and a determination of the validity of certain of its provisions. Eight numbered questions are propounded and as all are of present moment to enable the executrix to proceed with the orderly administration of the estate, all will be considered.

[755] The present will was admitted to probate in this court on February 8, 1929. It is somewhat unusual in form and content. Of its seven numbered paragraphs, five contain specific bequests, the sixth provides for succession to such bequests in the event of the predecease of certain beneficiaries, and the seventh appoints the executrix. There is no residuary clause, in consequence of which it must be determined that testator died intestate in respect to any residue which may be found to exist either as a result of an excess of property over that necessary to pay debts, administration expenses and specific bequests or in consequence of the lapse or invalidity of any of the latter.

In the paragraph numbered First,” testator gives the sum of $500 in trust, nevertheless, to be used toward the maintenance and care of our family cemetery plot.” The special guardian has challenged the validity of this bequest on the ground that it creates a trust in perpetuity. This objection is without merit in view of the enactment contained in section 13-a of the Personal Property Law.* (Matter of Arnold, 127 Misc. 579; Matter of Fellion, 132 id. 805.) This section provides in substance that bequests of personal property for the care of private burial plots shall be deemed to be for charitable and benevolent uses and shall not be deemed to be invalid by reason of any indefiniteness or uncertainty of the persons designated as beneficiaries in the instrument erecting the same, nor shall they be deemed invalid as violating any existing laws against perpetuities * * *.”

This enactment extends to bequests for cemetery care the same protection which has long been thrown about general charitable bequests, the language being substantially identical. This language has received frequent construction by the courts and it has been uniformly held that it is essential to the validity of every testamentary trust that there shall be a beneficiary either named or capable of being ascertained within the rules of law applicable in such cases. (Matter of Shattuck, 193 N. Y. 446; Tilden v. Green, 130 id. 29; Matter of Robinson, 203 id. 380; Read v. Williams, 125 id. 560; Fosdick v. Town of Hempstead, 125 id. 581; Matter of Compton, 72 Misc. 289.)

The testimony introduced on the hearing herein is unsatisfactory and inconclusive on this subject. It was testified that testator was buried in the plot of a “ Mrs. Schaumberger ” in Mount Olivet Cemetery. Who this Mrs. Schaumberger may be was not made to appear. A “ Gussie Sharnberger ” is mentioned in the will as a daughter and an “ Elizabeth Frances Sharnberger ” as a. granddaughter. It seems probable, from the similarity of names, that [756] one or the other may be the owner of the plot in which testator’s remains are interred. It is further conceivable, if such be the fact, that testator considered such plot the family cemetery plot.” The only additional light thrown on the subject by the record is the testimony of the executrix that testator had on some occasion expressed a wish to be buried near a friend named “ Mike,” whose surname does not appear, and that she did not know whether or not testator at his death had any cemetery plot standing in his name.

The foregoing is entirely inconclusive and all that can be said on this phase of the subject is that the bequest in paragraph First ” of the will is valid provided the identity and locus of the cemetery plot referred to can be determined, on which subject further testimony must be taken.

The next three questions relate to the paragraph of the will numbered Second,” which bequeaths the proceeds ” of three specified mortgages to his children and grandchildren ” in varying designated amounts. The first eight payments are directed to named sons and daughters' and the next three to a named grandson and two named granddaughters. Then follow three bequests each reading as follows: “..........Melvin, my............to receive Three Hundred ($300) Dollars at the age of twenty-one years.” The final clause of this paragraph reads: The balance of Two thousand Fifty ($2,050) Dollars I give to my executrix, Mary Blasius hereinafter named.”

One of the mortgages is stated as $3,000 on 2844 Central Avenue, Glendale, Long Island.” It appears that at the time of drawing the will testator had a mortgage in this sum on 2842 Central avenue, Glendale, but that thereafter and prior to his death it was increased to $4,500, at which sum it now stands. Another mortgage referred to in this paragraph is of “ $6,000 on 2844 Central Avenue, Glendale, Long Island,” which was in the hands of testator at the time of his death. The third mortgage referred to is described in the will as “ $1,100 on 124 Noble Street, Brooklyn, N. Y.” At the time of his decease testator owned a mortgage in this sum on 120 Noble street, Brooklyn, N. Y., bearing date prior to the execution of the will. Since it does not appear that testator ever owned any other mortgages on property on Central avenue or Noble street, it is reasonably apparent that he intended that the bequests in this “Second” paragraph should be paid from the mortgages which he owned on 120 Noble street and on 2842 and 2844 Central avenue, which latter he may well have considered as a single property. Since the intention respecting the identity of the property from which these legacies are to be paid is reasonably apparent, [757] slight inaccuracies of description will be disregarded. (Matter of Peoples Trust Co., 106 Misc. 609; Govin v. Metz, 79 Hun, 461; Gallagher v. Quinlan, 10 App. Div. 402.) In the last cited case the Appellate Division of this Department states the basis of decision in such cases as follows: “ The general rule applicable to errors of the kind that has occurred in this will is falsa demonstratio non noeet. As to this rule, it is said by Mr. Jarman that it means that where the description is made up of more than one part, and one part is true, but the other false, there, if the part which is true describe the subject with sufficient legal certainty, the untrue part will be rejected and will not vitiate the devise.’ ”

It is, therefore, determined that testator’s references in the second paragraph of his will were intended to cover the following mortgages which he then owned of $6,000 on 2844 Central avenue, $3,000 on 2842 Central avenue and $1,100 on 120 Noble street.

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In re Reimers, 134 Misc. 753, 236 N.Y.S. 388, 1929 N.Y. Misc. LEXIS 1230 (N.Y. Super. Ct. 1929).

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