In re the Construction of the Last Will & Testament of Hart

122 Misc. 124
CourtNew York Surrogate's Court
DecidedDecember 15, 1923
StatusPublished
Cited by4 cases

This text of 122 Misc. 124 (In re the Construction of the Last Will & Testament of Hart) 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 Construction of the Last Will & Testament of Hart, 122 Misc. 124 (N.Y. Super. Ct. 1923).

Opinion

Slater, S.

James A. Hart died January 25, 1923, leaving a last will and testament executed November 3, 1919. He left him surviving the petitioner, Annie E. Hart, his widow, and six children. The estate of the testator consists of real and personal property of the value of about $41,000; the home in the village of Ossining, N. Y., occupied by the testator and family, is valued [125]*125at $16,000, other real estate is valued at $10,000, and the personal property is valued at $14,625. The widow is seventy-three years of age. The will provides for the payment of his just debts and funeral expenses. The following clauses of the will involving a construction of the instrument, I have deemed it advisable to set forth in full:

“ Third. All the rest, residue and remainder of my estate, real and personal and wherever situated, I give, devise, and bequeath to my wife, Annie E. Hart, for and during the time of her natural life.

“ Fourth. Upon the death of my said wife, Annie E. Hart, I give, devise and bequeath all the rest, residue and remainder of my estate, remaining after her death, both real and personal, to my son, James A. Hart, Jr., and my daughter, Annie May Parsons, in trust, nevertheless, for the following uses and purposes:

“ I direct that my said son, James A. Hart, Jr. and my said daughter, Annie May Parsons, shall sell and convey any and all of my real estate remaining unsold at the time of the death of my said wife, at either public or private sale, as in their judgment shall seem best, and I hereby authorize and empower them to give good and sufficient deeds of conveyance therefor, and to pay out of the money arising from such sale, all the expenses thereof, and the money remaining in their hands after such expenses have been paid to be added to the residue of my personal estate, and the whole residuary estate paid over as follows:

To my son, Glenworth B. Hart, two thousand dollars ($2,000.00). To my son, James A. Hart, Jr., two thousand dollars ($2,000.00). To my said daughter Annie May Parsons, three thousand dollars ($3,000.00). To my daughter Sarah Aliene Kipp, three thousand dollars ($3,000.00). To my daughter Nella Viola Williams, three thousand dollars ($3,000.00). To my daughter Edna Louise Morgan, three thousand dollars ($3,000.00).

If the residue of my estate remaining at the death of my said wife, shall not be sufficient to pay the above named bequests, then I direct my said son and my said daughter as such Trustees to pay to each of my said children above named, their proportionate share of any such residue or remainder.

If after the payment of the above bequests there shall still be a remainder in the hands of my said daughter I direct that such residue or remainder shall be divided between all of my children, including my daughter Philena Hart, share and share alike. * * *

‘‘ Lastly. I hereby nominate and appoint my wife, Annie E. Hart, and my daughter, A-inie May Parsons, executrices, and my son, James A. Hart, Jr., executor of this my last Will and [126]*126Testament, hereby revoking all former wills by me made. And I also hereby authorize and empower my said executrices and executor to sell and convey any and all of the real estate of which I may die seized at such times and in such manner as directed by my wife, Annie E. Hart, the proceeds of such sale or sales to be used by my said wife during her lifetime, and upon any such sale being made I direct my said executrices and executor to give good and sufficient deeds of conveyance therefor.”

That a legal life estate is created by the 3d paragraph, there can be no doubt.

The question presented is as to what was the intention of the testator in reference to the authority which his wife should have in the use of the estate, the enjoyment of which was bequeathed to her during her life by the 3d paragraph of the will. Has the widow the power of diminishing the corpus?

In Tillman v. Ogren, 227 N. Y. 495, 502, the principle is set forth that “ a gift to one followed by a gift to another of such part thereof as may remain at the decease of the first taker, can be enforced when the intention of the giver is clear and definite to limit the gift to the first taker to a life estate with power to dispose of the principal or any part thereof during his lifetime and to give to another such part of the principal as is not disposed of in the lifetime of the first taker.” Matter of Sweeney, 120 Misc. Rep. 663-666; Matter of Ithaca Trust Co., 220 N. Y. 437.

Judge Hogan in Rezzimini v. Brooks, 236 N. Y. 184, 191, upholds this principle and said: On the contrary, in concise language, she provided that the principal, ‘ or so much thereof as may then remain,’ should be paid to the remaindermen, clearly indicating that her son was to be supported and maintained, first, from the income so far as the same would suffice, and second, from principal in such amount as might be necessary in addition to income, to properly support and maintain him. In the absence of the words italicized the remaindermen upon the death of John would have succeeded to the principal of the trust. The presence of the words, however, does not entitle the remaindermen to any estate in the property of the testatrix save only in the event that upon the death of the life beneficiary a part of the principal then remains undisposed of.”

In support of the construction which would permit only the use of a life estate are the cases of Matter of Skinner, 81 App. Div. 449; affd., 180 N. Y. 515; Owens v. Owens, 64 App. Div. 212; Matter of Runcie, 36 Misc. Rep. 607; Jessup v. Fenton, 47 App. Div. 622; Matter of Felt, 235 N. Y. 374.

Sustaining the contention of the petitioner is the case of Leggett v. [127]*127Firth, 132 N. Y. 7. The testator had devised real estate to his wife for life, on her death the remainder if any to his children. The court held that the language of the will clearly indicated that the children were not entitled to any estate in the property save only if any remained at the death of the wife; that by the express terms of the will the testator empowered .his wife to dispose of the corpus of the estate during her lifetime. In Seaward v. Davis, 198 N. Y. 415, a like construction was adopted where the language following the bequest was whatever remains.” Thomas v. Wolford, 49 Hun, 145, was a case where the words “ should there be any (property) left ” were held to give the widow a right to use the corpus during her lifetime. All that may remain and be left is to go to her daughter ” were considered ample words creating the right of the use of the corpus in Mitchell v. Van Allen, 75 App. Div. 297; Kendall v. Case, 84 Hun, 124; Terry v. Wiggins, 47 N. Y. 512; Baumgras v. Baumgras, 5 Misc. Rep. 8.

In my opinion the cases cited in support of the construction which would limit the use of the wife to a life estate are clearly distinguishable from the instant case. In Matter of Runcie, supra, the argument for the use of the corpus was founded upon the employment of the words at the beginning of the paragraph (p. 608):

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Related

In re the Will of Owens
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