In re the Accounting of Herrmann

193 Misc. 466, 82 N.Y.S.2d 888, 1948 N.Y. Misc. LEXIS 3256
CourtNew York Surrogate's Court
DecidedAugust 13, 1948
StatusPublished
Cited by12 cases

This text of 193 Misc. 466 (In re the Accounting of Herrmann) 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 Herrmann, 193 Misc. 466, 82 N.Y.S.2d 888, 1948 N.Y. Misc. LEXIS 3256 (N.Y. Super. Ct. 1948).

Opinion

Collins, S.

The special guardian of the infants, who are alternative beneficiaries under the eleventh paragraph of the will, raises the question whether the one half of the residue which was given primarily to Leona H. Marks is payable to her personal representative, or whether, on the other hand, it is payable to her children because of her death prior to the time, she became entitled to actual possession of the property.

The testator died on March 8,1943. In his will he gave several general pecuniary legacies. In the ninth paragraph he created a trust for the benefit of his brother and upon the death of his brother he directed that the principal “shall be distributed between my nieces Leona Herrmann Marks and Henriette Herrmann Gettner, share and share alike.” In the tenth paragraph he gave the residue and remainder of his estate to the two nieces above named. The eleventh paragraph, the construction of which is here in issue, reads as follows: “ In the event that my niece, Leona Herrmann Marks, shall die before she shall become entitled to the possession of or title to any funds or property hereunder, the said funds or property shall be distributed among her children living at the time of such distribution, share and share alike, absolutely and forever; in the event that there shall be no such children then living, such funds or property shall go to Henriette Herrmann Gettner, and I give, devise and bequeath accordingly.”

The twelfth paragraph is similar in text except that it provides for distribution in the event of the death of the other niece.

The will was admitted to probate and letters testamentary were granted on May 15,1943. Leona H. Marks died on August 10, 1943, five months after the death of the testator. She was survived by two children who are represented by a special guardian. Henriette Gettner is still living. The testator left both real and personal property.

The special guardian contends that since Leona Marks died before distribution of the testator’s property by the executors, her interest in the estate was divested by her death and the property passes to her two children. The accounting executors and the executor of the deceased niece contend that the gift of one half of the residuary estate vested indefeasibly in Leona H. Marks upon the death of the testator. They argue that the testator intended the words “before she shall become entitled to the possession of * * * any funds or property ” to refer to the trust created under the ninth paragraph of the will and to mean that if the niece died prior to the life tenant of that trust she was to be divested of any interest in the remainder. [469]*469They contend that the words ‘ before she shall become entitled to the * * * title to any funds or property ” were intended to refer to the gift of the residuary estate under the tenth paragraph of the will and to mean that only if she predeceased the testator would the alternative gifts take effect. As thus interpreted they concede that she has no further interest in the remainder of the trust but they maintain that the gift of one half of the residue vested indefeasibly in her when she survived the testator.

Upon the death of a testator title to his real property vests in the devisees named in his will. (Waxson Realty Corp. v. Rothschild, 255 N. Y. 332; Barber v. Terry, 224 N. Y. 334, 339; Corley v. McElmeel, 149 N. Y. 228, 235; Schick v. Wolf, 207 App. Div. 652.) In respect of his personal estate a different rule applies. An executor takes the unqualified legal title of all personal property of a testator not specifically bequeathed. The fiduciary holds it not in his own right but as trustee for creditors, legatees and other persons interested in the estate. (Matter of Starbuck, 251 N. Y. 439, 443; Blood v. Kane, 130 N. Y. 514; Milliner v. Morris, 219 App. Div. 425, 427; Sauvage v. Sauvage, 235 App. Div. 460, 461.) The legatees take no legal title to the subject of their legacies until the executor assents to the delivery of the property. (Blood v. Kane, supra.)

In the use of the terms possession of ” and “ title to ” with reference to any funds or property under his will, the testator evidently had in mind the distinction between property which descends immediately and property which is transferred only after the estate is administered. In respect of his personal property the legal title would be in his executors and the legatees would not be entitled to possession until the administration of the estate had proceeded to such a point that the executors could make distribution. The title to the real estate would devolve upon the devisees immediately without any act on the part of the executors. In one case there would be distribution only when the executors had acted to distribute the property and in the other case there would be distribution "immediately.

The function of the court is to ascertain the intent and purpose of the testator as expressed in his will and to give effect to that intent and purpose insofar as it is not contrary to our laws and public policy. In the eleventh paragraph of the will his obvious intent was to confine his residuary estate to his two named nieces or their children. He contemplated the possibility that one or both of the nieces might die before actually receiving the property and he obviously knew that in such event others [470]*470not of his blood could gain rights in and to his property even while it was still in the hands of his executors. He made express provision in his will respecting the distribution of his property in the event that either niece should die before becoming entitled to the possession of or title to any funds or property ” thereunder. He directed that in such event “ the said funds or property shall be distributed among her children living at the time of such distribution ”. (Italics supplied.) The words “ said funds or property ” can refer only to his real property to which the niece had not gained title or personal property of which she had not gained possession at the time of her death; The alternative gift is to her children living at the time of “ such distribution ”. In respect of children of a niece their survival to the time of actual distribution is clearly a condition precedent to their right to the property. It seems equally clear, that the same condition was attached to the legacy to the nieces.

The text of the eleventh paragraph of the will thus clearly expresses the intent of the testator that the death of the niece, before the distribution of items of property would cause the. primary legacy to that niece to be inoperative in respect of any, such undistributed property and would substitute as legatees, of such property her children surviving at the time of actual distribution.

The court accordingly holds that upon the death of the. testator, Leona H. Marks became vested with the title to one. half of his real estate not otherwise specifically bequeathed. The. fact that the executors collected rents or otherwise undertook the operation of the property does not divest her of her title to the property or destroy rights given to her under the will.

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Bluebook (online)
193 Misc. 466, 82 N.Y.S.2d 888, 1948 N.Y. Misc. LEXIS 3256, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-accounting-of-herrmann-nysurct-1948.