In re the Estate of Beckley

92 Misc. 2d 965, 402 N.Y.S.2d 295, 1977 N.Y. Misc. LEXIS 2627
CourtNew York Surrogate's Court
DecidedFebruary 2, 1977
StatusPublished
Cited by2 cases

This text of 92 Misc. 2d 965 (In re the Estate of Beckley) 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 of Beckley, 92 Misc. 2d 965, 402 N.Y.S.2d 295, 1977 N.Y. Misc. LEXIS 2627 (N.Y. Super. Ct. 1977).

Opinion

OPINION OF THE COURT

Edward M. Horey, S.

The proceeding before the court is one for construction of paragraph third of the will of the decedent. It has a long and checkered history before the court. The facts, not complex in themselves, but made so because of the number of parties and their constantly altering positions, unfortunately, require review in detail to do justice to all. The legal issues presented are unusual and present questions of procedure as well as substance, not typically found in probate proceedings.

Under paragraph third of his will, the testator bequeathed his residuary estate, valued upon the accounting at $50,393.65, to "The Franciscan Fathers, Christ the King Seminary, St. Bonaventure University, Olean, New York, with the request that High Masses be said for the repose of my Soul and the repose of the Soul of my said wife Genevieve m. beckley”.

The question of the identity of the residuary legatee or legatees first arose on proceedings for judicial settlement.

A chronological recitation of the protracted procedural aspects attending the construction proceeding and preceding an evidentiary hearing thereon has been omitted for the purposes of publication. Many of these are alluded to in the decisional portions which appear hereafter.

On October 18, 1976, court was convened on the construction proceeding pursuant to order for the purpose of taking such proof and making such decree as justice requires pursuant to provisions of SCPA 1420 (subd 1).

The attorney for the executrix was called as a witness. His testimony, given without objection, was as follows: He was the scrivener of the will; he had known the testator and his wife for several years and had been their attorney on prior occasions; he had drawn the will of the testator’s wife as well as the testator; the testator’s wife for several years had been an employee of one of the Franciscan Friars at St. Bonaventure

[968]*968University; illness had compelled her to cease her employment immediately before the wills were prepared; under her will, Mrs. Beckley provided for a legacy to the Friars at St. Bonaventure University; the testator and his wife were very close; the provisions for the bequest of the residuary estate of the testator’s will had been influenced by his wife’s position.

The attorney-scrivener testified that he knew the intention of the testator from his conversations with him. He swore on at least three occasions that he had been given specific direction that the residuary legacy was to be given to the "Franciscan Friars at St. Bonaventure, N.Y.” The emphasis of the direction of the testator was to geography and to location..

As to the phrasing employed in identifying the legatee, the attorney-scrivener testified: "If there is any inadvertence in the third paragraph or confusion as to its interpretation, it’s simply the manner in which I worded the phrase”. The attorney-scrivener testified that he had not known that there was a separate friary that operated in connection with the seminary and was of the opinion that the testator did not know that fact either, although the matter had not been specifically discussed.

Upon inquiry by the court as to whether the intent had been a legacy to individual Franciscan Friars, the attorney-scrivener testified: "The purpose was not to designate any particular Fathers or Priests to say the Masses. They did not want to burden them with the fact any particular person had to do the saying of the Masses. They wanted to make it general so as to cause no inconvenience. That is why they designated it Franciscan Fathers”. Expanding upon the answer, the attorney testified that the testator’s intent was that the intended beneficiary was collectively all the Franciscan Fathers, meaning the ordained priests of the Order of Friars Minor who were present at St. Bonaventure, New York, that being a geographic location.

The testimony of the executrix of the will, given without objection, corroborated that of the attorney-scrivener. She testified that she was a first cousin of the testator’s wife and a friend of the testator. As to the intended beneficiary, her testimony was as follows: "I believe Mr. Beckley wanted it to be paid to the Franciscan Fathers at Saint Bonaventure University, the Friary at St. Bonaventure University, New York. It isn’t the University. It’s St. Bonaventure, New York”.

To the question: Do you feel the intent of the testator was [969]*969that the friary, as a whole, get the money, or the friary at East Aurora, or the friary at St. Bonaventure University? Do you feel the locality was the important factor?

Her answer was: "I think it was the Friary at St. Bonaventure, New York, the locality”.

Her further testimony was that her family had given prior gifts to the Franciscan Fathers at St. Bonaventure, New York, and it was her belief that the testator and his wife both wished their bequests "to be made local”.

Upon inquiry if other parties wished to offer evidence, the court was advised as follows: The attorney for the University and the friary of St. Bonaventure stated that he was under instruction from his client not to participate in the proceeding or "to advocate any position one way or the other in the court’s decision in the matter”.

The attorney for the seminary and the friary of Christ the King advised the court that he was not participating "for the simple reason that my client and the Seminary and the Franciscan Fathers at the Seminary and St. Bonaventure and the Friary of St. Bonaventure and the Fathers there have entered into an agreement to settle this controversy”.

Proceedings were adjourned for the submission of a stipulation of facts concerning the date and time of incorporation of Christ the King Seminary as a separate corporate entity.

A stipulation of facts was subsequently submitted to the court. It stipulated that prior to August 8, 1961, the date of execution of the will in issue, to June 28, 1974, Christ the King Seminary had operated as a division or department of St. Bonaventure University at St. Bonaventure, New York; that on June 28, 1974, four months prior to the date of death of the decedent, which occurred on October 21, 1974, Christ the King Seminary became a separate educational corporation under the provisions of the Education Law; that a separate friary of Franciscan Fathers, known as the Friary of Christ the King had, prior to the execution of the will and at all times thereafter, been associated with the operation of the seminary separate and distinct from the friary of St. Bonaventure which operated in connection with the university.

Following submission of the stipulated facts, the court took the construction of the will under advisement and review. The court has taken judicial notice of the fact that St. Bonaventure, New York, is a locality with a separate post office [970]*970address and is distant no more than one mile from the limits of the City of Olean, the closest municipality.

The court first treats the issue of the appointment of a guardian ad litem for unknowns and the motion to dismiss such guardian and his report.

The language employed in the will to identify the residuary legatee or legatees is uncertain and equivocal. In the first instance, the number of beneficiaries intended was uncertain. Possibilities included: (1) the Franciscan Fathers; (2) Christ the King Seminary; (3) St.

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Related

In re the Estate of Beckley
63 A.D.2d 855 (Appellate Division of the Supreme Court of New York, 1978)

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Bluebook (online)
92 Misc. 2d 965, 402 N.Y.S.2d 295, 1977 N.Y. Misc. LEXIS 2627, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-beckley-nysurct-1977.