In re the Accounting of Halstead

191 Misc. 22, 75 N.Y.S.2d 444, 1947 N.Y. Misc. LEXIS 3869
CourtNew York Surrogate's Court
DecidedDecember 18, 1947
StatusPublished
Cited by1 cases

This text of 191 Misc. 22 (In re the Accounting of Halstead) 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 Halstead, 191 Misc. 22, 75 N.Y.S.2d 444, 1947 N.Y. Misc. LEXIS 3869 (N.Y. Super. Ct. 1947).

Opinion

McCann, S.

This is a proceeding seeking the construction of the third paragraph of the last will and testament of John M. Shutts, as well as an order authorizing the sale of some five acres of land for the sum of $75, and for an order authorizing and directing the executor to convey to the purchasers lands heretofore conveyed by certain heirs at law.

John M. Shutts died February 24, 1922, and his will dated January 29, 1921, was admitted to probate in the Surrogate’s Court of Yates County on the 29th day of April, 1922.

John M. Shutts was survived by Walton N. Shutts, a brother, who died June 21, 1937; by the son of Walton Ñ. Shutts, Allen Shutts, a nephew, who died June 6,1924; by Lina Shutts, a sister, who died June 24, 1943; by Vina Shutts, a sister, who died November 17,1935; by William Shutts, a brother, who died January 31,1923; by the children of William Shutts, to wit, Irl Shutts, °a nephew, and Lola Shutts Lott, a niece, who died January 24, 1935, leaving Nedra Lott Flowers, her daughter; by Nellie Shutts Halstead, a sister, who died January 22, 1945, and who left her children, Marjorie Halstead Bain, a niece of testator, and Mildred Halstead Wyman, a niece of testator. Emma Weather wax, a sister, predeceased testator, but was alive at the date of the execution of the will of testator, having died August 26, 1921, leaving two children, nieces of testator, to wit, Maude Merkle and Dora Smith. No representative was appointed for the estate of Walton N. Shutts, but he was survived by his widow, Emma Shutts, as his only distributee and heir at law. Wanda E. Shutts is the administrator of the goods, chattels and credits of Allen Shutts, deceased. No representative was appointed for the estate of William Shutts, deceased, or of Lola Lott, deceased. George Halstead is the executor under the last will and testament of Ling Shutts and is executor under the last will and testament of Vina Shutts, and is administrator of the goods, chattels and credits of Nellie S. Halstead, deceased.

All of the nieces and nephews of testator were living at the time of the execution of the will and at the date of death of the testator.

The will of testator was prepared by J. Frank Matteson, who was not an attorney.

The will of John M. Shutts was a short one. It reads as follows: ‘

[24]*24“ First. — I difect that all my just debts and funeral expenses be paid.

“ Second. — I give devise and bequeath to Nellie Halstead One Thousand Dollars ($1,000); to Emma Weatherwax one Thousand Dollars ($1,000); to Lina Shutts Two Thousand Dollars ($2,000); to Vina Shutts Two Thousand Dollars ($2,000). If any of the above two thousand dollars willed to Vina Shutts is left at her death the balance is to go to the children of Nellie Halstead.

“Third. — The use of the residue of my property both real and personal I give, devise and bequeath to Vina Shutts and Lina Shutts with the privilege of using what is necessary of the principal for their comfort and support during their lifetime and the balance that is left to be divided equally among the children of Emma Weatherwax, Nellie Halstead, W. N. Shutts and William Shutts.”

The particular provision of the will to be construed in this proceeding is paragraph third, above set forth.

The questions to be determined under paragraph third of the, will of John M. Shutts are three in number, as follows:

1. Subject to the life use of Lina Shutts and Vina Shutts, did the remainder vest in the children of Emma Weatherwax, the children of Nellie Halstead, the children of W. N. Shutts, and the children of William Shutts, or did it vest in the children' of Emma Weatherwax, and in Nellie Halstead, a sister, and in W. N. Shutts, a brother, and in William Shutts, a brother?

2. Did the remainder vest at the death of testator, or did it vest at the death of the survivor of the life tenants, Lina Shutts and Vina Shutts?

3. Upon the death of Vina Shutts and Lina Shutts, should the residue be distributed to the persons entitled thereto, per capita, or per stirpes ?

We will take up the three questions in their order.

We quote the following from the brief of counsel for the executor-petitioner: •

“ Considering paragraph third of the will from the standpoint of grammatical construction, it is clear that the residue is given to the children of Emma Weatherwax, the children of Nellie Halstead, the children of W. N. Shutts, and the children of William Shutts. <# # * and the balance that is left to be divided equally among the children of Emma Weatherwax, Nellie Halstead, W. N. Shutts and William Shutts.’ Here we have a noun, modified by an adjective phrase. It is a prepositional phrase by form, starting with ‘ of ’, and is an adjective [25]*25phrase by use. The intent is to put in the preposition 4 of ’, but the comma takes the place of ‘ of \ A diagram would be as follows:

among the children of Emma/Nellie/W. N./William ’

The J. Frank Matteson previously referred to for most of his adult life was a rural school teacher, teaching at a time when there were fewer subjects and these fewer subjects were taught more intensively. Mr. Matteson was well known to the writer of this opinion, and we have every confidence that the testator made it clear to Mr. Matteson just what he wanted done, and Mr. Matteson did it.

By paragraph third of the will of John M. Shutts, he intended that the residue be given, subject to the life use of the life tenants, to the children of Emma Weatherwax, the children of Nellie Halstead, the children of W. N. Shutts, and the children of William Shutts, and it is so held.

We will noAv take up the second question. Did the remainder vest at the death of the testator, or did it vest at the death of the survivor of the life tenants, Lina Shutts and Vina Shutts ?

Section 40 of the Beal Property Luav of the State of Ncav York provides as follows: “ When future estates are vested; when contingent. A future estate is either vested or contingent. It is vested, when there is a person in being, who Avould have an immediate right to the possession of the property, on the determination of all the intermediate or precedent estates. It is contingent while the person to Avhom or the event on which it is limited to take effect remains uncertain.”

It is a well-recognized principle of law that the vesting of estates is favored, though the intent of the testator is always paramount. A remainder is not a contingent remainder where, consistent with the intent of the testator, it may be so construed as being vested. (See Matter of Van Auken, 31 N. Y. S. 2d 897 [1941]; also, Moore v. Littel, 41 N. Y. 66; Carr v. Smith, 25 App. Div. 214, affd. 161 N. Y. 636.)

In seeking his intention from the Avill itself, we should bear in mind that all of his brothers and sisters were of advanced years, and Avould not be expected to have children after the making of the Avill, and all of the nepheAvs and nieces Avere alive at the time of the making of the will.

It will also be noted that apparently the persons whom testator desired to provide for above all others Avere his sisters, Lina Shutts and Vina Shutts. He made no mention of any children [26]*26of Vina Shutts or Lina Shutts.

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Bluebook (online)
191 Misc. 22, 75 N.Y.S.2d 444, 1947 N.Y. Misc. LEXIS 3869, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-accounting-of-halstead-nysurct-1947.