In re the Construction of the Will of Berardini

30 Misc. 2d 785, 213 N.Y.S.2d 27, 1961 N.Y. Misc. LEXIS 3122
CourtNew York Surrogate's Court
DecidedApril 4, 1961
StatusPublished

This text of 30 Misc. 2d 785 (In re the Construction of the Will of Berardini) 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 Will of Berardini, 30 Misc. 2d 785, 213 N.Y.S.2d 27, 1961 N.Y. Misc. LEXIS 3122 (N.Y. Super. Ct. 1961).

Opinion

John C. Boylan, S.

This is a proceeding to construe the last will and testament of Michael Berardini, deceased, which was duly admitted to probate on May 24, 1924. Decedent died January 24, 1924.

After the usual provision for payment of debts and funeral expenses, the testator in sections second through eighth, made various modest bequests to his three sisters, a nephew, an employee, and a town in Italy.

In section ninth of said instrument decedent made provision for a daughter, Loretta Aocunto ; as follows: ‘ ‘ ninth : I give and bequeath to my daughter, loretta accunto, a life interest in the sum of $75,000, and in the event, that my said daughter should remarry, it is my wish, that the income from this fund shall cease and determine at once, and that the said principal sum be forthwith paid over and distributed to my daughter’s children, share and share alike, but that the said principal and income shall not be distributed, until the youngest child of my said daughter, now in being, shall attain the age of 21 years.”

In section twelve, testator created a trust of $50,000 for the children of his son Alphonse.

In section thirteenth, in what is evidently the residuary clause, the balance of the estate was left in trust with income payable to his three sons, Philip, Modesto and Michael, until Philip and Michael reached the age of 60 years, at which time the principal would be paid equally to the three sons.

In section fourteenth, the will provided that if any of the three sons should have lawful issue them surviving, they should take their parent’s share per stirpes, otherwise, the surviving son, or sons, should take the remaining share, or shares of the deceased brother, or brothers.

Loretta Accunto, life beneficiary under section ninth, died on October 4, 1959 survived by three children and her husband. She never remarried.

Philip and Modesto died unmarried and without issue. Michael Berardini is still living and the only person entitled to share in the residuary estate.

The children of Loretta Accunto claim, that even though the will provides in section ninth, that the principal be paid to them in the event of her remarriage, by implication, the testator clearly intended that they should also be the recipients of the corpus in the event of her death, as well. Petitioner Michael [787]*787Berardini, asserts however, that since nothing is said under section ninth as to the vesting of the principal upon the death of Loretta, the court may not supply the omission by implication, and therefore, the said principal falls into the residuary clause and passes to him as the sole survivor thereunder.

Under a narrow and literal construction, there is no disposition in section ninth of the principal, except in the event of the remarriage of Loretta. However, the intention of the testator should be ascertained not from an isolated sentence, but from a reading of the will as a whole (Tilden v. Green, 130 N. Y. 29).

When we consider the entire will, it seems clear that the testator intended to give the bulle of his estate to his lineal descendants, i.e., his children and grandchildren. Thus, we note that even though he was displeased with his son Alphonse, he nevertheless, under section twelfth, provided a trust fund for Alphonse’s children. As further evidence of his concern for his descendants, he provided that should his three sons, Philip, Modesto and Michael, die without issue, the residuary estate would pass in part, to his grandchildren, i.e., the children of Alphonse and Loretta. Furthermore, it may be observed that the three sons mentioned in the residuary clause were amply provided for. According to the transfer tax proceeding, $712,-923.73 represented their combined interests, which sum incidentally, did not include the $75,000 trust fund in dispute.

In the light of the foregoing, the court is convinced that the gift of the principal of the $75,000 trust fund to Loretta’s children is equally conditioned upon either her death or remarriage. It would seem to be a very narrow, technical and unnatural construction to suppose that the testator intended to give Loretta’s children $75,000 if she remarried, but nothing if she died. It also seems inconceivable that he had in mind that upon Loretta’s death, the money in dispute would fall to the residuary clause and swell the already huge amount that the petitioner and his two brothers were to enjoy. Furthermore, without pursuing the matter to the point of making a determination, if the trust fund falls into the residuary clause, as petitioner asserts, a serious question would probably arise as to whether the vesting would be measured by more than two lives and therefore violate the perpetuities statute applicable at the death of the testator. It is extremely unlikely that the decedent ever intended that the trust corpus would become entangled in the type of litigous snarl which would result.

From a lengthy and exhaustive study of cases, both English and American, the court is buttressed in its opinion that the [788]*788testator clearly intended that the principal of the $75,000 trust fund vest in Loretta’s children, either upon her remarriage or death. In Brown v. Cutter (1683) T. Raym, 427, 83 Eng. Reprint, 223, where a testator gave his wife the use of certain real estate “ during her natural life, if she do not marry * * * but if she do marry, then I will that my son Humphry shall presently after his mother’s marriage enter and enjoy the said premises, to him and the heirs male of his body ”, it was held that the son took the remainder upon the death of his mother without remarrying.

In Meeds v. Wood (1854) 19 Beav. 215, 52 Eng. Reprint, 331, where a testatrix devised a farm in trust for the benefit of an unmarried woman ‘ ‘ for her natural life * * * and I direct my executor to pay her the rents and proceeds * * * and 1 do hereby declare, that if the said Ellen Knowles shall marry or cohabit with any man, then I give, devise and bequeath, the said farm to my nephew”. The court held that the remainder to the nephew took effect at the time of her death as well as upon marriage.

The court is cognizant of the fact that in this country, in other jurisdictions, the rule also seems to be well established that a gift over, although in terms given in the event of marriage only, takes effect also upon death in the absence of any language to the contrary (Winget v. Gay, 325 Mo. 368; Ijams v. Schapiro, 138 Md. 16; Aulick v. Wallace, 12 Bush, [Ky.] 531; Maddox v. Yoe, 121 Md. 288; Bates v. Webb, 8 Mass. 458; Ferson v. Dodge, 23 Pick. [40 Mass.] 287; Matter of Nicholas, 8 Pa. Dist. R. 725).

Likewise, in New York, the same rule applies. In Matter of Schriever (221 N. Y. 268, modfg. on this point 174 App. Div. 113, affg. 91 Misc. 656), wherein the testator gave his wife the income from his estate while she remained a widow with gifts over should she remarry, the court held (p. 272) that the said gifts over were not dependent upon the widow’s remarriage, but took effect on “ termination of the life estate either by death or remarriage ”. The court further stated (p. 272):

“ It is not an unfair construction that where a testator gives to his wife a life estate with remainder over if she remarries, he has in mind the ending of the life estate by death as well. Such an idea is inevitable.

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Related

Maddox v. Yoe
88 A. 225 (Court of Appeals of Maryland, 1913)
Ijams v. Schapiro
113 A. 343 (Court of Appeals of Maryland, 1921)
Winget v. Gay
28 S.W.2d 999 (Supreme Court of Missouri, 1930)
In Re the Estate of Schriever
116 N.E. 995 (New York Court of Appeals, 1917)
Tilden v. . Green
28 N.E. 880 (New York Court of Appeals, 1891)
In re the Estate of Schriever
174 A.D. 113 (Appellate Division of the Supreme Court of New York, 1916)
Clowe v. Seavey
74 Misc. 254 (New York Supreme Court, 1911)
In re the Estate of Schriever
15 Mills Surr. 227 (New York Surrogate's Court, 1915)
Bates v. Webb
8 Mass. 458 (Massachusetts Supreme Judicial Court, 1812)

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Bluebook (online)
30 Misc. 2d 785, 213 N.Y.S.2d 27, 1961 N.Y. Misc. LEXIS 3122, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-construction-of-the-will-of-berardini-nysurct-1961.