In re the Estate Brant

121 Misc. 102
CourtNew York Surrogate's Court
DecidedJune 15, 1923
StatusPublished
Cited by9 cases

This text of 121 Misc. 102 (In re the Estate Brant) 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 Estate Brant, 121 Misc. 102 (N.Y. Super. Ct. 1923).

Opinion

Jones, S.

This is an application for the construction of the last will and testament of .Harry S. Brant, who died in the city of Utica, N. Y., on or about March 16, 1923. He left a last will and testament which was dated August 3, 1909, which was filed for probate in the surrogate’s office of Oneida county March 28, 1923. After direction for the payment of debts, the will contains the following provision:

“ Second. All the rest and residue of my estate, both real and personal, wherever situate, I give, devise and bequeath unto my wife, Johncea Myers Brant, absolutely and forever.”

The will also appoints the wife, Johncea Myers Brant, sole executrix.

The only heir at law and next of kin of Harry S. Brant is John [103]*103M. Brant, a son, who was born on or about December 11, 1912, some years after the execution of the will.

Section 26 of the Decedent Estate Law provides as follows: ‘‘ Whenever a testator shall have a child born after the making of a last will, either in the lifetime or after the death of such testator, and shall die leaving such child, so afterborn, unprovided for by any settlement, and neither provided for, nor in any way mentioned in such will, every such child shall - succeed to the same portion of such parent’s real and personal estate, as would have descended or been distributed to such child, if such parent had died intestate, and shall be entitled to receive the same portion from the devisees and legatees, in proportion to and out of the parts devised and bequeathed to them by such will.”

The son, John M. Brant, was “ neither provided for nor in any way mentioned in such will.” Consequently the inquiry is, was he left unprovided for by any settlement? ” •

Jessup-Redfield Practice (If 1203), referring to the case of Stachelberg v. Stachelberg, 124 App. Div. 232; affd., 192 N. Y. 576, says: It appears from this case that the settlement referred to in the statute is one outside of the will and that proof is admissible before the Surrogate on the question of whether or not such settlement has in fact been made.”

If the son is not provided for by such a settlement, the will is not thereby revoked, but is ineffective as to that portion of the estate which if the father had died intestate would have been distributed to the son. Tavshanjian v. Abbott, 59 Misc. Rep. 642; affd., 130 App. Div. 863; 200 N. Y. 374; Minot v. Minot, 17 App. Div. 521.

The term settlement ” has been defined as “ a disposition of property for the benefit of some person or persons usually through the medium of trustees and for the benefit of wife or husband or children or other relatives.”

“ The conveyance of any estate for the benefit of some person or persons.”

" The conveyance of property or the creation of estates therein , to make future provision for one or more beneficiaries, usually for the family of the creator of the settlement, in such manner as to secure to them different interests or to secure their expectancy in a different manner from which would be done by a mere conveyance, or by the statutes of descent and distribution.”

In Fort v. Gooding, 9 Barb. 377, Judge Cady says: The words ‘ to settle ’ do not necessarily mean ‘ to pay.’ They mean to adjust,’ to ‘ liquidate.’

[104]*104It seems to me that the word settlement ” as used in section 26 of the Decedent Estate Law means “ to provide for,” or “ to make provision for,” and that is the interpretation I give of it.

In McLean v. McLean, 207 N. Y. 365, 373, Judge Hiscock writing the opinion of the court says: In construing the statute we are to study it as a whole, and we are justified in interpreting one of its alternative requirements somewhat by reference to the meaning of the other. Inasmuch as the legislature has permitted a testator to meet the possibility of after-born children by mention or provision, and inasmuch as it has been held that ‘ mention ’ may be made through a very general provision, it would be somewhat idle if not inconsistent to hold that in order to be effective as a ‘ provision ’ a bequest or devise must be vested, certain and adequate.”

“ If a testator fails to provide for after-born children provision may nevertheless be made outside of a will by way of settlement. It has been held that provision for a child in a will need not be adequate, nor of any particular kind.” Minot v. Minot, 17 App. Div. 521.

The statute (§ 26) says: any settlement which by inference would seem to indicate that an inadequate settlement would fulfill the requirements of the law and cure the defect arising in a will because of failure to make provision, or mention of after-born children. There is nothing in the section to indicate the character of settlement necessary in order to comply with or fulfill the requirements.

It would seem that it was not the intention of the legislature to define what this settlement should be, but that any act of the testator indicating an intention to make future provision, outside of a will, for an after-born child, would fulfill the requirement, even though such provision or settlement might be inadequate.

Statutes of this character should be liberally construed. Hudler v. Golden, 36 N. Y. 446; Miller v. Maujer, 82 App. Div. 419.

The evidence submitted by the petitioner shows that Harry S. Brant had taken out insurance upon his life and had made his son, John M. Brant, sole beneficiary in several of these policies.

The policy of insurance by Phoenix Mutual, No. 397190, for $10,000, April 4, 1921, contains the following provision:

“ Special Settlement Agreement to be attached to and form a part of Policy No. 397190 on the life of Harry S. Brant.

“ It is hereby specifically agreed by and between the parties hereto for themselves and their legal representatives, respectively, that if John Myers Brant, son of the insured, is living at the death of the insured and has not then attained the age of twenty-five years, the amount payable in settlement of any death claims [105]*105hereunder (designated herein as the amount insured) shall be held by the Company for the benefit of the said John Myers Brant until he shall attain the age of twenty-five years, or until the receipt by the Company of due proofs of death of the said John. Myers Brant provided he shall die before having attained the age of twenty-five years. Any amount so held by the Company on the twenty-fifth anniversary of the birth of the said John Myers Brant shall be paid, together with any accrued interest, to him in cash, on the said anniversary provided he is then living.

While the said amount insured is so held, the Company will pay interest thereon quarterly to the said John Myers Brant, while living, at a rate equivalent to the annual rate which may have been assumed to have been earned by the Company as shown in the declaration of dividends for that year (which rate is guaranteed to be at least the equivalent of 3f % per annum), the first payment of interest being made three months after the receipt by the Company of due proofs of death of the insured.

“ It is further agreed that if the said John Myers.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re the Estate of Fredenthal
25 Misc. 2d 1068 (New York Surrogate's Court, 1960)
In re the Estate of Faber
111 N.E.2d 883 (New York Court of Appeals, 1953)
In re the Estate of Faber
280 A.D. 394 (Appellate Division of the Supreme Court of New York, 1952)
In re the Construction of the Will of Stone
200 Misc. 639 (New York Surrogate's Court, 1951)
Estate of Hale
170 P.2d 961 (California Court of Appeal, 1946)
In re the Will of Kelly
182 Misc. 481 (New York Surrogate's Court, 1943)
In re the Estate of Snopek
149 Misc. 665 (New York Surrogate's Court, 1933)
In re the Estate of Backer
148 Misc. 318 (New York Surrogate's Court, 1933)
In re the Estate of Froeb
143 Misc. 660 (New York Surrogate's Court, 1931)

Cite This Page — Counsel Stack

Bluebook (online)
121 Misc. 102, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-brant-nysurct-1923.