In re the Construction of the Will of Falvey

15 A.D.2d 415, 5 A.L.R. 3d 458, 224 N.Y.S.2d 899, 1962 N.Y. App. Div. LEXIS 11481
CourtAppellate Division of the Supreme Court of the State of New York
DecidedFebruary 15, 1962
StatusPublished
Cited by7 cases

This text of 15 A.D.2d 415 (In re the Construction of the Will of Falvey) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York 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 Falvey, 15 A.D.2d 415, 5 A.L.R. 3d 458, 224 N.Y.S.2d 899, 1962 N.Y. App. Div. LEXIS 11481 (N.Y. Ct. App. 1962).

Opinion

Goldman, J.

In this construction proceeding, the Attorney-General seeks to enforce a charitable trust pursuant to subdivision 3 of section 12 of the Personal Property Law and appeals from a decree of the Onondaga County Surrogate which determined that the testatrix intended to devise and bequeath to the petitioner-respondent not only the residence and land known as 713 Bear Street, Syracuse, New York, hut also all property found therein including United States Savings Bonds, which were a substantial part of her estate. This case was previously [417]*417before us (7 A D 2d 476) upon an appeal from an order of the then Surrogate who determined that the respondent should receive all of the bonds found in decedent’s home. No testimony was taken concerning the assets and liabilities of the estate, the manner of or the reasons for the removal of the bonds from decedent’s safe-deposit box to her home. Our Presiding Justice’s opinion on the prior appeal indicated the need for such testimony and the case was ‘1 remitted to the Surrogate to take testimony in relation to the various relevant facts and circumstances involved”. As a result of the testimony taken before the present Surrogate, it is clear that if the bonds are to be included within the devise of the real estate, there will be no assets available for the setting up of a charitable trust in decedent’s name.

This appeal raises the question whether a bequest of a house and its contents includes everything found within the house at the time of death, including securities. The volume of litigation in all jurisdictions arising from the construction of wills which bequeath a house and its contents should make draftsmen particularly conscious of the necessity of care in expressing the intention of the testator in clear language. Language, like all other symbols, will always be imperfect in representing the concepts of the human mind but we submit that statements-of a testator’s intent should be expressed in simple and direct language.

A bequest of house and land, together with all fixtures, furnishings and all property of whatsover nature found therein, would on its face appear all-embracive. However, it is too inclusive in its terms and is anomalous if it covers a conglomerate of various types of interests in property and disregards other significant facts. Often the determinative factor in deciding title to property hinges on where it is or when an event took place. If the dispositive provisions in respect of the house and contents in the instant will comprehend all of the testatrix’ property, another portion of her will, which manifests an intention of setting up a charitable trust, is rendered ineffective because of lack of available assets. Considering the circumstances surrounding the drafting and execution of the will and that which transpired subsequent to its execution, and reading the will in its entirety in accordance with well-established canons of construction, we cannot agree that the testatrix contemplated the disposition of her entire estate to respondent •thereby preventing the establishment of a charitable trust.

Decedent’s will was probated December 14, 1956 and named Norma Winifred McGrath, the respondent herein, executrix. [418]*418The will was written in the respondent’s handwriting and was drafted by her using as a model a prior instrument prepared by an attorney.

The testatrix rented a safe-deposit box to which in June, 1955 she gave the respondent power of attorney. The United States Savings Bonds were removed from the safe-deposit box by respondent at various times subsequent to the execution of decedent’s last will. Respondent allegedly delivered them to the testatrix and they were kept in a metal box in a closet in decedent’s home where they were found after decedent’s death.

At issue is the construction of the following clauses of the will: “I give and bequeath to Norma Winifred McGrath * * * my residence and land known as 713 Bear Street, Syracuse, New York, together with all fixtures, furnishings and all property and articles of whatsover nature found therein, to belong to the recipient absolutely and forever, this bequest being’ made because either Norma Winifred McGrath or Joyce McGrath have cared for me and stayed with me as a companion in my home upon my request.” A later paragraph which the Surrogate determined was not a valid residuary clause reads: ‘ ‘ After payment of the above legacies above mentioned, I wish to establish the 1 Margaret Falvey Memorial Fund ’ to be used for needy educational purposes and for elderly women who are in need of hospitalization but are without funds or families and at the discretion of Norma Winifred McGrath, my executor.”

The will which was used as a model for the last testamentary instrument contained specific bequests and the “ Tenth ” clause provided as follows: “ After payment of the specific legacies herein mentioned, I give, devise and bequeath all the rest, residue and remainder of my estate * * * to Syracuse University, an educational institution at Syracuse, New York, absolutely, and forever, it being my desire that the Trustees of Syracuse University establish a fund to be known as the ‘ margabet falvey eund ’, and that such fund be used to provide scholarship assistance to be paid from the income thereof for worthy female students who shall be residents of Onondaga County and communicants of a Presbyterian Church.”

The Surrogate determined from the language of the will as compared with that of the earlier instrument, together with the testimony taken, that during the period of time between the execution of these two instruments, the intention of the testatrix changed so that she desired substantially to increase her bequest to respondent and to make that bequest uncondi[419]*419tional; that her interest in education had waned and that her interest in elderly women had increased; that her trust and confidence in respondent’s discretion had overshadowed her interest in Syracuse University. He also found that respondent was to some extent a natural object of the testatrix’ bounty. The rule of ejusdem generis was disregarded on the ground that the will should not be construed as strictly as one drafted by an attorney and also because the phrase “ of whatsoever nature ” following the general words “all property and articles ” negated the applicability of this rule of construction. The Surrogate disregarded this canon also on the ground that there was no valid residuary clause.

It is difficult and hazardous to construe a particular will in the light of decisions on other wills, whether those wills are framed in similar or different language. The paramount and actually the only basic rule in construction proceedings is the ascertainment of the intention of the testator. (Matter of Fabbri, 2 N Y 2d 236; Matter of Gautier, 3 N Y 2d 502; Matter of Larkin, 9 N Y 2d 88.) Rules of construction should be used but their application should not be arbitrary. On the contrary, discretion must be exercised in the application of these rules to particular cases. (Ann. 137 A. L. R. 212; Ann. 162 A. L. R. 1134, Annotations on Bequest of Personal Property.) However, once the facts establish that a particular canon of construction is applicable, it should not be lightly disregarded. A proper balance must be struck between exclusive reliance on the canon of construction which, ultimately, is only an aid in determining intent, and, on the other hand, the circumstances surrounding the execution of the will and the beneficiaries of the testator ’s estate.

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15 A.D.2d 415, 5 A.L.R. 3d 458, 224 N.Y.S.2d 899, 1962 N.Y. App. Div. LEXIS 11481, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-construction-of-the-will-of-falvey-nyappdiv-1962.