In re the Accounting of Dugan

189 Misc. 687, 71 N.Y.S.2d 287, 1947 N.Y. Misc. LEXIS 2546
CourtNew York Surrogate's Court
DecidedJune 20, 1947
StatusPublished
Cited by5 cases

This text of 189 Misc. 687 (In re the Accounting of Dugan) 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 the Accounting of Dugan, 189 Misc. 687, 71 N.Y.S.2d 287, 1947 N.Y. Misc. LEXIS 2546 (N.Y. Super. Ct. 1947).

Opinion

Paul, S.

There has been presented to me a petition by-William J. Dugan and Raymond W. Wattles, Sr., the testamentary trustees under the last will and testament of Harris T. Dunbar, deceased, to construe and determine the validity, force and legal effect of the provisions of paragraph “ Fourth ” of the said will.

In his will, the testator made certain specific bequests and left the rest and remainder of his estate, one fourth outright to his widow, one fourth outright to his daughter, Doris Dugan, and one fourth outright to his daughter, Lueilla Wattles.

The fourth share, totaling nearly $100,000, was set up in trust for .the benefit of his daughter, Margaret Callin. The trustees were directed in paragraph “Fourth” of the will as follows: “ * * * and said trustees shall pay the income derived therefrom either monthly or quarterly, at their discretion, to my daughter, Margaret Callin, as long as her husband, Ralph Callin, shall live and continue as her husband; If her said husband, Ralph Callin, shall predecease her, or if the marriage of the said Margaret Callin and Ralph Callin should be dissolved or terminated in any other way except by the death of the said Margaret Callin, then the corpus of this trust, both principal and increment, shall be paid over to said Margaret Callin outright and in fee absolutely.”

The trustees have petitioned this court for a construction of. the will setting forth that on September 30, 1946, in the District Court of the State of Colorado, a final divorce decree was granted to Margaret Callin, the principal beneficiary under this trust, against her husband, Ralph, and that such final decree of divorce constitutes a termination or dissolution of .the marriage of said Margaret and Ralph Callin within the provisions of the terms of paragraph “ Fourth ” of the will of Harris T. Dunbar, deceased. They petition that said trust be declared ended and that the corpus of the trust, both principal, increment and accrued income, be paid over to Margaret Callin for her own use outright and in fee absolutely. The moving papers do not contain any recital as to the acquiring of jurisdiction by the court granting the divorce over the defendant, Ralph Callin, nor does it show the ground upon which the decree is predicated.

The special guardian of thé children of Margaret and Ralph Callin, appointed by this court, has challenged any construction of the will under which the corpus of the trust should now-be paid to Margaret Callin and contends that the condition, directing that the corpus be paid over and the trust termi[689]*689noted on the dissolution of the marriage between the beneficiary and her husband, is contrary to public policy, against public morals, and void. He has filed objections to the petition. The special guardian has further moved for an examination of the trustees, of- Margaret Calling and of Roger T. Cook, attorney and draftsman of the will. The examination proposed is “ concerning the construction and determination of the validity, force and legal effect of the provisions of paragraph ‘ Fourth ’ of the above decedent’s Will and as to all matters affecting same and affecting the prayer of the petitioner’s application herein ” and further 1 ‘ all proceedings and papers leading up to and including a decree of divorce rendered by the District Court of the State of Colorado, County of Pueblo, in an action entitled * Margaret D. Callin, Plaintiff, against Ralph C. Callin, defendant ’.”

Margaret Callin has appeared herein and moved to quash the notice of examination served by the special guardian, upon the grounds that the examination sought herein is neither material nor necessary; that the examination is in effect a cross-examination in advance of trial; and on the further ground that there is no sanction in law to allow such examinations of such scope in actions of this character; that matters which such testimony is to cover are immaterial; and that the persons and papers whose testimony is to be taken and which are to be examined do not come within the class of persons and papers whose testimony may be taken by deposition or examined otherwise.”

'The motipn to quash and the matter of construction are now before me. The beneficiary of the trust does not request the right to introduce evidence outside the terms of the will. I am of the opinion that there is nothing contained in the will before me which makes necessary or proper the examination sought by the special guardian, since the will by its terms contains no ambiguity .and there appears to be no necessity to supply paroi evidence to clarify its meaning. In effect, the testator said that his daughter shall have only the income from the trust “ so long as her husband, Ralph Callin, shall live and continue as her husband.” He further says, in effect, that “ if Ralph Callin predeceases her, or if the marriage of said Margaret Callin and Ralph Callin shall be dissolved or terminated in any way except by the death of said Margaret Callin ” then Margaret Callin receives the corpus outright» He then proceeds to give his reason for these provisions by stating in substance that while he has great personal regard [690]*690for the husband, the latter’s ability to handle finances does not appeal to him and accordingly he wishes the husband to receive no part of the estate personally or on behalf of another. These statements need no clarification by evidence extrinsic to the will itself. '

In Brown v. Quintard (177 N. Y. 75, 83) the court held: “.Extraneous and. paroi evidence is admissible to explain a will where there is a latent ambiguity arising dehors the instrument, but never to supply, contradict, enlarge or vary the written words.” A reading of the provisions of the will of Harris T. Dunbar leaves no latent ambiguity which necessitates extraneous or paroi evidence to determine the clear intent of the testator.

For the aforesaid reasons, I grant the motion to vacate the notice of examination heretofore served by the special guardian.

I am required to construe paragraph “ Fourth ” of the will heretofore mentioned to determine whether the provisions therein are contrary to public policy and therefore void.

In effect, the testator by his will has said to his daughter, “ While I have a great personal regard for your husband, I have no faith in his ability to handle finances; I am leaving you a trust fund of One hundred thousand dollars from which you will receive only the income so long as your husband lives and remains your spouse, but it he dies or your marriage is dissolved, then you will receive the sum of One hundred thousand dollars as your own.”

The law is well established that conditions attached to a gift, the tendency of which is to induce the husband and wife to become divorced, are, upon grounds of public policy and public morals, void. (Wright v. Mayer, 47 App. Div. 604.)

The recent case of Matter of Rothchild (271 App. Div. 582) establishes the policy of this State with respect to the problem at hand. At pages 584-585 it was said:

“ The point is well illustrated by the case upon which appellants place principal reliance (Matter of Haight, 51 App. Div. 310). There the income provided the son under the will was to be larger in case he ceased to be married to his wife. The court held that the condition attached to the gift, the evident purpose of which was to induce the son to secure a divorce, was void in contravention of good morals and public policy. The policy was quoted from Wright v.

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Bluebook (online)
189 Misc. 687, 71 N.Y.S.2d 287, 1947 N.Y. Misc. LEXIS 2546, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-accounting-of-dugan-nysurct-1947.