In re the Estate of Deilen

154 Misc. 877, 278 N.Y.S. 689, 1935 N.Y. Misc. LEXIS 1082
CourtNew York Surrogate's Court
DecidedMarch 25, 1935
StatusPublished
Cited by14 cases

This text of 154 Misc. 877 (In re the Estate of Deilen) 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 Deilen, 154 Misc. 877, 278 N.Y.S. 689, 1935 N.Y. Misc. LEXIS 1082 (N.Y. Super. Ct. 1935).

Opinion

Wingate, S.

The will, interpretation of which is here sought, was executed on April 21, 1910, and was admitted to probate in the Surrogate’s Court of the county of Morris, State of New Jersey, on February 6, 1917. On the tenth of March following, a decree of this court, made pursuant to the provisions of section 44 of the Decedent Estate Law, directed its record here as a will of real property. The sole question presently in issue concerns the devolution of certain real property situated in New York city, devised under its “ second ” item.

A preliminary consideration presents itself respecting the jurisdiction of this court to entertain a proceeding for the construction of this document, in view of the fact that its formal probate was not accomplished in this court. No objection on this score has been interposed by any party, but the court itself is, of course, primarily interested in the question, since if jurisdiction to decide a matter is not inherently vested in a tribunal, authority cannot be conferred upon it by acquiescence or consent of the parties. (Matter of Morris, 134 Misc. 374, 376; Matter of Welton, 141 id. 674, 676, 677.)

Subdivision 8 of section 40 of the Surrogate’s Court Act grants power to the surrogate to determine the validity, construction or effect of any disposition of property contained in any will proved, in this court.” (Italics, not in original.) The question, therefore, arises as to whether the effectuation of the procedure contemplated by section 44 of the Decedent Estate Law renders a will “ proved ” within the intendment of this enactment. This section provides in substance that a will affecting real property in this State, duly executed in conformity with the laws of this State by a non-resident thereof, which has been duly admitted to probate in the locality where the decedent resides, may be recorded in the office of the surrogate of any county in this State where such real property is situated upon compliance with certain specified formalities.

It is obvious from a perusal of the specified requirements for such record that the determination of whether or not this course may be permitted in any given instance contemplates the performance of a judicial act in passing upon the validity of execution of the instrument, and of its establishment as one sufficient to convey real property in accordance with the laws of this State. It is, therefore, in spirit and in fact a proving of the will to like extent though by a different method from that in vogue respecting [880]*880the usual will of a domestic decedent. The holdings of the few cases which have adjudicated the question are in accordance with this view. (Bromley v. Miller, 2 T. & C. 575, 576; Matter of Langbein, 1 Dem. 448, 450; Matter of Nash, 37 Misc. 706, 708.) The court accordingly determines in the affirmative its jurisdiction to entertain the proceeding for construction.

It has been demonstrated that at the time of the execution of the document the decedent’s only relatives consisted of a son, George, who was then approximately fifty years of age, childless and unmarried, and five grandchildren, the issue of a deceased son, William, and that these six persons, together with William’s widow, for whom the testator apparently entertained a fatherly affection, resided with him. One of the grandchildren married shortly before, and one soon after, his decease, and both have since died, each leaving two' children. These, the remaining three grandchildren, and the mother of the latter, are still living. The son, George, married at some unidentified time after the testator’s death and has now died without issue.

Thé question of interpretation which is presently propounded concerns the meaning and validity of the second item of the will, which, shorn of superfluous and presently irrelevant phraseology, reads as follows:

“ Second. I hereby * * * devise * * * the real estate * * * known as 450 Fulton Street * * * Brooklyn * * * unto my executors and trustees * * * in trust, for the following uses * * * viz: To collect the rents * * * to divide the rents * * * into two equal parts * * * and to pay one part * * * thereof to * * * George H. von Deilen during * * * his * * * fife, and upon his death leaving lawful issue * * * such * * * portion shall be held in trust and * * * used for the support * * * of such issue and as each child shall attain the age of 21 years, to pay direct to him the pro rata portion of said * * * fund * * *. If * * * George * * * shall die without leaving lawful issue him surviving, * * * the share * * * of the net rents * * * which I have * * * set apart for him shall be held in trust * * * and * * * invested * * * and, together with the principal of said trust, paid over to the children of my deceased son, William, * * *, when and as each child shall arrive at the age of twenty-one years. The share of any deceased child dying without issue to be distributed equally among the survivors and the child of any deceased child to take its parent’s share.
[881]*881“ The other part * * * of the net rents * * * I order my executors * * * to use for the following objects * * * “ A. To pay * * * taxes * * * on the premises 242 * * * South Street, Morristown. B. To pay * * * bills for the * * * education of the children of * * * William. * * * C. To pay to Doretta * * * widow of * * * William * * * so long * * * as she shall remain his widow, * * * $325 per * * * month * * * but in the event of the death or remarriage of * * * Doretta * * * to pay * * * said sum * * * to the * * * guardian of said children. * * *
D. To pay * * * to each child * * * Qf * * * William * * *, when he * * * shall attain * * * 21 years, the pro rata portion of said share or fund found to be due him * * *, said children shall share the portion herein set aside for them from the net income of said Brooklyn real estate, equally, * *' * the share of any child dying without lawful issue to be distributed equally among the survivors and the child of any deceased child to take its parent’s share. “ The gift of the aforesaid income to * * * George * * * and to my grandchildren, the issue of * * * William, is * * * made upon the following * * * conditions, * * *, it being my intention to provide support * * * for * * * George * * * and my grandchildren. * * *
“ When the youngest child of * * * George * * * shall arrive at the age of 21 years, or in case of his death without lawful issue, when the youngest child of * * * William * * * shall arrive at the age of 21 years, this trust shall cease * * * and I * * * devise the said premises * * * to the lawful issue of * * * George * * * and William * * * per stirpes * * *. In case George * * * dies without * * * issue * * * I devise the whole of said premises * * * to the children of * * * William * * * equally, * * * the share of any child dying without * * * issue to be distributed equally among the survivors and the child of any deceased child to take its parent’s share.”

It is a familiar principle of testamentary construction that the office of the court partakes of a dual nature. Its first duty is to ascertain from the language employed in the will (Matter of Rossiter, 134 Misc. 837, 840; affd., 229 App. Div. 730; affd., 254 N. Y. 583; Matter of Weissman, 137 Misc. 113, 114; affd., 232 App. Div. 698), when read in the light of the circumstances surrounding the testator at the time of its execution

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Bluebook (online)
154 Misc. 877, 278 N.Y.S. 689, 1935 N.Y. Misc. LEXIS 1082, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-deilen-nysurct-1935.