In re the Estate of Dialogue

159 Misc. 18, 287 N.Y.S. 237, 1936 N.Y. Misc. LEXIS 1083
CourtNew York Surrogate's Court
DecidedApril 16, 1936
StatusPublished
Cited by4 cases

This text of 159 Misc. 18 (In re the Estate of Dialogue) 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 Dialogue, 159 Misc. 18, 287 N.Y.S. 237, 1936 N.Y. Misc. LEXIS 1083 (N.Y. Super. Ct. 1936).

Opinion

Wingate, S.

The solution of the question of testamentary interpretation here propounded hinges upon an interesting principle of conflict of laws.

The testatrix died on September 30, 1933, a resident of the State of New Jersey, leaving (according to the allegations of the petition) both tangible and intangible property in this county. Her will was duly probated in this court on December 4, 1933.

By the tenth item of this instrument she erected a trust with a corpus of $5,000, the income of which was made payable to Stella Wills for life, the principal, on the death of the latter, to “be divided equally and paid absolutely and outright to the issue of said Stella Wills and the First Presbyterian Church, Merchantville, New Jersey.”

Stella Wills predeceased the testatrix, leaving a son, Herbert D. Wills, and a grandson, Herbert J. Wills, both of whom survived the testatrix.

The concrete question for determination- is whether the quoted gift “ to the issue of * * * Stella Wills ” implies a distribution per capita or per stirpes; in other words, whether her grandson, Herbert J. Wills, is entitled to participate in the gift.

Since the will was executed on May 25, 1932, over eleven years after the effective date of section 47-a of the Decedent Estate Law (added by Laws of 1921, chap. 379), it is conceded that if New York law applies, the grandson is not entitled to participate, since this enactment provides: “ Issue to take per stirpes. If a person dying after this section takes effect shall devise or bequeath any present or future interest in real or personal property to the ‘ issue ’ of himself or another, such issue shall, if in equal degree of consanguinity to their common ancestor, take per capita, but if in unequal degree, per stirpes, unless a contrary intent is expressed in the will.”

On the other hand, if the law of New Jersey governs the interpretation, the grandson will share, since in that State the common-law rule respecting the meaning of issue, noted in Soper v. Brown (136 N. Y. 244), is still in force. (Pierson v. Jones, 108 N. J. Eq. 453; 155 A. 541; affd., 111 N. J. Eq. 357; 162 A. 580; Dennis v. Dennis, 86 N. J. Eq. 423; 99 A. 889; Matter of Hampson, 4 N. J. Misc. 642.)

[20]*20The special guardian for the infant grandson naturally asserts that New Jersey law must be applied, and in support of his contention cites Fell v. McCready (236 App. Div. 390, 394) and Matter of Slade (154 Misc. 275). Strangely enough, no other party has taken any position on this question or has tendered any assistance in its solution.

The second case cited is not in point. The only remotely pertinent, determination contained therein is found at page 276 and states the unexceptionable rule “ that the validity of the disposition by will of personal property is governed by the law of the State of domicile of the testator.”

In the case at bar no question of validity whatsoever is involved. The gift is valid in any event. The only problem here presented is as to what this particular testatrix meant when she used the word “ issue.” Did she mean the first immediate living descendant of the life tenant, or did she contemplate a benefit to the descendants of the latter indiscriminately, no matter what the degree?

The difference in the two questions is fundamental and well recognized. In any proceeding for interpretation two duties are involved. The court must first 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 (Matter of McCafferty, 142 Misc. 371, 372; affd., 236 App. Div. 678; Matter of Weil, 151 Misc. 841, 844; affd., 245 App. Div. 822) and the pertinent existing law (Matter of Sheffer, 139 Misc. 519, 522, and authorities cited), what disposition of his property the testator intended to make. When this preliminary duty is accomplished, the second obligation arises for the court to determine whether such intended provisions are valid or otherwise.” (Herzog v. Title Guarantee & Trust Co., 177 N. Y. 86, 91; Central Trust Co. v. Egleston, 185 id. 23, 33; Matter of Von Deilen, 154 Misc. 877, 882.)

Obviously the validity of the provisions must be determined in accordance with the law of the place where performance is contemplated since no action is legally possible which is in contravention thereof. (Loucks v. Standard Oil Co., 224 N. Y. 99, 106; Matter of Killough, 148 Misc. 73, 83.) That question, however,, is not here present, the sole issue for determination being that involved in the first step of the interpretative process, namely, the ascertainment of the intention of the testatrix respecting the recipient of her bounty.

[21]*21No evidence has been adduced in regard to the place where the will was executed. The fact that she died in New Jersey raises no inference that the will, executed sixteen months before, was there made, since a showing of the existence of a fact or condition on a given date raises no inference or presumption that the same fact or condition existed at a previous time. (Matter of Auditore, 136 Misc. 664, 681; affd., 233 App. Div. 740; Matter of Smith, 136 Misc. 863, 871, 879; Matter of Tuozzolo, 145 id. 485, 487, 488; Matter of Bates, 152 id. 627, 628; Matter of Frank, 153 id. 688, 690.)

In the case at bar, even were such an inference possible, it would prima facie be rebutted by the contents of the document itself. Its introductory clause reads: I, Sarah G. Dialogue, of the Borough of Brooklyn, City of New York, hereby make, publish and declare this to be my last Will and Testament.” (Italics not in original.)

One of the executors and trustees is Brooklyn Trust Company, a domestic banking corporation of the Borough of Brooklyn, City of New York.”

Finally the witnesses to the will are:

“ H. U. Silleck of 170 E. 17 St. B’klyn, N. Y.
W. W. Brickley of 1400 Ocean Avenue, B’klyn, N. Y.
“ V. H. Mander of 162 Linden Blvd., B’klyn, N. Y.”

Whereas it has been said that a testamentary declaration of residence such as is here present is not conclusive of the question (Matter of Lydig, 191 App. Div. 117, 121), yet written declarations of domicile are entitled to consideration (Dupuy v. Wurtz, 53 N. Y. 556, 562; Matter of Agramonte, 144 Misc. 173, 174; affd., 237 App. Div. 811), and in the absence of an adequate contrary demonstration, have been held entitled to controlling weight (Matter of Stover, 4 Redf. 82, 87). In the case at bar there is no other demonstration whatsoever, wherefore it must be determined on the record as it stands that at the time of the execution of the instrument the decedent was a domiciled resident of New York.

In this situation it is entirely patent that the legal meaning which is to be attributed to the words employed in the instrument must be that of the place of domicile at the time of the execution of the instrument.

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Bluebook (online)
159 Misc. 18, 287 N.Y.S. 237, 1936 N.Y. Misc. LEXIS 1083, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-dialogue-nysurct-1936.