In re the Accounting of Watson

199 Misc. 339, 99 N.Y.S.2d 128, 1950 N.Y. Misc. LEXIS 1897
CourtNew York Surrogate's Court
DecidedJuly 11, 1950
StatusPublished

This text of 199 Misc. 339 (In re the Accounting of Watson) 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 Watson, 199 Misc. 339, 99 N.Y.S.2d 128, 1950 N.Y. Misc. LEXIS 1897 (N.Y. Super. Ct. 1950).

Opinion

Wither, S.

The court is asked to construe testator’s will to determine whether adopted children of one of his daughters, Helen W. Hill, are remaindermen under paragraph £1 Fifth ’ ’. thereof. Evidence of the testator’s knowledge that his said daughter could not have natural children was received. The testator had two daughters, and they both survive him. At the date of his will, on February 4, 1946, his daughter, Eleanor Stiles, had one child, a daughter, a minor a little over two years old, and since his death another daughter has been born to her. His daughter Helen was married on June 13, 1942, and she and her husband, finding themselves unable to have natural children, discussed the matter of adoption of children with the testator and with her mother and sister and sister’s husband. It was testified that these discussions occurred in December, 1945, before testator made his will. It appears that the testator approved of his daughter’s adoption plans, but cautioned her and her husband to be careful in their choice because such adopted £ £ child would be theirs just as much as if he had been born to them ”. It was testified that oral application to the adoption agency for a child was promptly made after the December, 1945, discussions, but it appears that the formal petition for adoption was made much later. On February 4, 1946, testator made his will in which in paragraph ££ Fifth ” he established a trust of the bulk of his estate for his wife for life. He then provided as follows:

££ Upon her death * * s I direct my trustee to divide the principal of the trust fund then remaining into as many equal shares as I have children then living, and including a separate equal share for the child or children of any child of mine who may then be deceased.

££ The share of each child of mine then living shall continue to be held in trust, * * # and the income therefrom paid to such child * * * during such child’s life and upon her death the principal of the said trust fund then remaining shall [341]*341be paid to her descendants then living equally, per stirpes, and in the event she shall leave no descendants her surviving, then * * * to the descendants of any other child of mine equally, per stirpes, and in the event that there are no such descendants of other children of mine, then * * * to the persons entitled to receive the same had 1 at that time died the intestate owner thereof.

“ Any share set apart upon the death of my wife for any child or children of a deceased child of mine born after my death shall be paid over to such child or children equally * * *. If there shall be living at the death of my wife any child or children of a deceased child of mine and who shall have been born during my lifetime, his or their share shall be continued in trust * * *. In the event of the death of any such grandchild prior to receiving in possession the entire principal of the trust, the balance of the principal shall thereupon be distributed as though such child had died the intestate owner thereof.” (Emphasis added.)

In December, 1946, ten months after the execution of this will, the daughter Helen and her husband received into their home for consideration of adoption the respondent, Geoffrey W. Hill, born November 18, 1946. The testator saw this child at least weekly-during the next six months, until in June, 1947, when testator was stricken ill. By midsummer his illness affected his mind as well as his body and he died on November 26,1947. During this six-month period testator grew very fond of Geoffrey and referred to him as his grandchild. When his wife asked him if his will made provision for Geoffrey, testator replied, Oh, yes, that is all taken care of.” Although this latter was received subject to being stricken out, no motion was later made to strike it out. Proof was also offered to show that there was in testator’s safe deposit box after his death, a copy of his will, in which in his own handwriting after the several clauses “ children of any child of mine ” he had inserted in said paragraph Fifth ” of his copy of the will the words by adoption or direct ”, said copy having been signed by the testator but not witnessed. Although it was offered in evidence as an exhibit, it was excluded.

After testator’s death Helen W. Hill and her husband formally petitioned for the adoption of Geoffrey on December 13, 1947, and such adoption was approved by court order on May 14, 1948. Thereafter and in December, 1948, they received into their home another child, the respondent Eleanor W. Hill, for [342]*342consideration of adoption, and said child was formally adopted by them by court order early in 1950, just before the institution of this proceeding.

It appears that testator’s widow and two children would like the will construed so as to include the adopted children, and the special guardian for such children strongly contends for such construction. The special guardian for the infant Stiles children opposes such construction.

Of course, the intention of the testator, if revealed in the will, controls. At first blush, testator’s use of the word “ descendants ”, as quoted above, seems to indicate that he meant to include those who should be the legal heirs of his daughters, at their respective deaths. (Matter of Walter, 270 N. Y. 201; Matter of Cook, 187 N. Y. 253, 260-261; Matter of Foster, 108 Misc. 604, 610; and see Matter of Roebuck, 79 Misc. 589.) But that word must he read in connection with the other portions of the paragraph which refer to it. In the preceding subparagraph the testator refers to “ the child or children of any child of mine ”. In the succeeding subparagraph the testator refers to such share as might be set aside for “ any child or children of a deceased child of mine born after my death ”, and later in the same subparagraph he makes the same reference to such child or children “ born during my lifetime ”; and in the last sentence refers to “ any such grandchild ”. These clauses modify the word descendants ”. To be sure, the provisions for the children of a deceased child born before or after testator’s death were designed to avoid the rule against unlawful suspension of the power of alienation; but it is significant that no mention of adopted children was made in connection therewith. In the two last subparagraphs he provides for a gift over to other designated relatives in the event of the death of the first taker without child or children. The entire paragraph, read as a whole, reveals that by the use of the term “ descendants ”, the testator did not intend to designate a broader group than natural child or children, but used such term to mean natural child or children, and no others.

Even so, in many cases where a testator has made a gift to the child or children or heirs of a beneficiary in the case of the latter’s decease, it has been held to include an adopted child. (Matter of Cohn, 297 N. Y. 536, affg. 271 App. Div. 775, affg. 184 Misc. 258; Matter of Horn, 256 N. Y. 294; Matter of MacRae, 189 N. Y. 142, 147; Matter of Cook, 187 N. Y. 253, 260-261, supra; Gilliam v. Guaranty Trust Co., 186 N. Y. 127, [343]*343138; Von Beck v. Thomsen, 44 App. Div. 373; Matter of Hecker, 178 Misc. 449.) In such cases, however, there was no gift over to the testator’s other kin in the event of failure of children or heirs of the first taker.

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Bluebook (online)
199 Misc. 339, 99 N.Y.S.2d 128, 1950 N.Y. Misc. LEXIS 1897, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-accounting-of-watson-nysurct-1950.