In re the Accounting of Flower

5 Misc. 2d 1035, 161 N.Y.S.2d 294, 1957 N.Y. Misc. LEXIS 3150
CourtNew York Surrogate's Court
DecidedApril 19, 1957
StatusPublished
Cited by1 cases

This text of 5 Misc. 2d 1035 (In re the Accounting of Flower) 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 Flower, 5 Misc. 2d 1035, 161 N.Y.S.2d 294, 1957 N.Y. Misc. LEXIS 3150 (N.Y. Super. Ct. 1957).

Opinion

Rot M. Page, S.

The issue of construction presented herein is as to the time of vesting of a future interest or interests consisting of the remainder of personal property of the estate in accordance with testamentary provisions in relation thereto, as contained in subdivision (B) ” of paragraph “ Third ” of the will of the above-named deceased. These, together with the preceding paragraph “ Second ”, are as follows:

‘1 Second: All the rest residue and remainder of my property, both real and personal, of every kind and description, and wheresoever situate, I give, devise and bequeath to my sister, Anna D. Shoemaker, of Binghamton, N. Y. as long as she shall live, with the right to use as much of the property as she shall desire.

Third: After the death of my sister, if any of such property shall remain, or in case she shall not survive me, or shall die as the result of an accident or disaster common to us both, then I give, devise and bequeath all the rest, residue and remainder of my property, both real and personal, of every kind and description, and wheresoever situate as follows:

“ (A) Any real estate I may own, together with all household furniture and equipment therein, I give, devise and bequeath to my cousin Miss Linona Corey of Binghamton, Broome County, N. Y. to be hers absolutely and forever.

(B) All the rest, residue and remainder of my property,' of every kind and description, and wheresoever situate I give and bequeath to Miss Linona Corey of Binghamton, Broome County, N. Y. and Mrs. Minnie Livingston of Bogota, New Jersey, equally, share and share alike, or to the survivor of them. ” (Italics supplied.)

As to any real property of which the deceased died seized, there is no question, for its disposition is unambiguously stated [1037]*1037in the portion of the above-quoted paragraph “ Third ” designated as “ (A) ”.

The issue of construction herein arises because of alleged ambiguity contained in the portion of the above-quoted paragraph Third ” of the will designated as “ (B) ”. The reason there is a question as to the construction of this particular testamentary provision is that, of the two remaindermen named therein, one of them, Minnie Livingston, survived the testator but predeceased the life tenant. The other, Linona Corey, now Linona Corey Flower, survived both the testator and the life tenant. The presently contested issue, therefore, is as to whether the said Linona Corey Flower is entitled to take only half of the present remainder, the other half going to the estate of said Minnie Livingston, or whether Linona Corey Flower, as the sole surviving remainderman, takes all.

Primarily, the resolution of this issue is dependent upon a determination of the testator’s intent. In all cases wherein the intent of a testator is clearly and unambiguously stated, there can be no controversial question of construction as to the question of the time of vesting of a future interest or in whom it vested.

It is strongly contended by counsel for the present petitioner that the statement of testamentary intent, as found in the will with which we are presently concerned, is clear and unambiguous to the effect that the remainder of personal property provided therein did not finally vest in anyone during the lifetime of the life tenant, but only “ after the death of my sister,” said Anna D. Shoemaker.

Counsel for the administratrix of the estate of Minnie Livingston, deceased, presents the contention that the above-stated language in portion “ (B) ” is ambiguous, particularly with respect to the final words of the above-quoted paragraph Third ” of the will, viz., the survivor of them.” Since use of the term “ survivor ”, always, necessarily, involves two or more persons, as counsel contends herein, the use of the term “ survivor ” as presently found, could be either of the testator himself or, if both of them survived the testator, as between the two remaindermen. This lack of clarity as to which of these two possible interpretations of his words was intended by the testator creates ambiguity.

Counsel for the petitioner herein, seeking to support his contention that, under the above-quoted testamentary language, vesting of the remainder was deferred until after the death of the life tenant, has briefed his position very persuasively to the effect that the indicia of testamentary intent as to time of [1038]*1038vesting of the remainder is clear to the effect that the vesting of the remainder of personal property was directed to be deferred so as not to take place at testator’s own death but, rather, upon or “ after ” the death of the life tenant. He argues that the words “ or to the survivor of them ” mean as of the date of death of the life tenant, contending that this construction is rendered free of ambiguity and beyond all question when we consider that all the provisions of paragraph 11 Third ’ ’ are limited upon and conditioned by its opening words, “After the death of my sister,” and that then he, the testator, gave the remainder of personal property to the two named persons. Therefore, neither prospective remainderman could become such until then, if living at that time. The final words of paragraph “ Third “ or to the survivor of them ”, in their present context signify survivorship as between the two remaindermen, and could not possibly mean as between the testator himself and each remainderman respectively. He further contends that this conclusion is reinforced and made inescapable because of the testamentary plan as “ gathered from the four corners ” of the will.

Purely as a matter of balance of probabilities, the petitioner’s contention as to the testator’s intent seems quite as logical and well supported in reason as the conclusion to the contrary. If this were a case of first impression, a conclusion supporting this contention of counsel for the petitioner herein might well be regarded as being just as firmly supported in logic and probability as the counter contention of his adversary representing the respondent herein.

But, despite all these considerations of logic, the word ‘1 survivor ’ ’, as found in the last sentence of the above-quoted paragraph ‘ ‘ Third ’ ’ of the will here in question, does create definite ambiguity as to of whom the testator intended that each of the two named remaindermen, in order to take a beneficial interest, must be the survivor. It could have been as to the testator himself or it could have been as between the two remaindermen.

An attempt to resolve this ambiguity by considering the will as a whole and the testamentary plan or scheme capable of being perceived therefrom does not yield a solution.

Where, as here, we find words of present gift such as, “I give, devise and bequeath ”, etc., especially where, as here, the designated beneficiaries are named individuals, adverbs of time such as those found herein, viz.: “ after ”• — ■“ then ”, do not mean that vesting is to be deferred beyond the death of the testator, and their full signification is to make reference to the [1039]*1039time when remaindermen, in whom, at the taking effect of the will, a future interest or interests became vested, would come into possession of present interests. (Connelly v. O’Brien, 166 N. Y. 406; Matter of Krooss, 302 N. Y. 424.) In any such case, the term

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5 Misc. 2d 1035, 161 N.Y.S.2d 294, 1957 N.Y. Misc. LEXIS 3150, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-accounting-of-flower-nysurct-1957.