In re the Estate of Friend

168 Misc. 607, 6 N.Y.S.2d 205, 1938 N.Y. Misc. LEXIS 1823
CourtNew York Surrogate's Court
DecidedJuly 16, 1938
StatusPublished
Cited by5 cases

This text of 168 Misc. 607 (In re the Estate of Friend) 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 Friend, 168 Misc. 607, 6 N.Y.S.2d 205, 1938 N.Y. Misc. LEXIS 1823 (N.Y. Super. Ct. 1938).

Opinion

Foley, S.

Various further questions of construction requiring determination have been raised in this consolidated accounting proceeding. The testator made his will on May 26, 1925. He died on June 30, 1932. He left him surviving two daughters, Annie Ratkowsky and Martha Simon, and two sons, Sol Friend and Ike Friend, as his next of kin. On July 2, 1933, Sol Friend died, without issue. Shortly thereafter, on July 10, 1933, Ike Friend [609]*609died, without issue. Each left a wife who was living at the date of the execution of the will.

The testator disposed of his entire residuary estate by paragraph fourteenth of his will. He provided as follows: All the rest, residue and remainder of my estate, * * * I give, devise and bequeath unto my Executors hereinafter named, * * * in trust, * * * to collect and receive the rents, issues, interest and income thereof, and I direct my said Executors to divide such residuary estate into four equal parts, and I dispose of the same as follows:”

Under subdivision (a) of paragraph fourteenth, the testator gave, one of such equal parts to his executors, in trust, to apply the net income for the use and benefit of his son, Sol Friend, during his natural life, and then provided: “ upon the death of my said son Sol Friend, I direct my said Executors to divide the principal thereof into as many equal parts as there are children of my said son Sol Friend, him surviving, and I give, devise and bequeath one of such equal shares or parts to each of the said children of my son Sol, him surviving per stirpes and not per capita, equally share and share alike. Should iny said son Sol die without leaving issue him surviving, then and in that event, I direct my said Executors to divide the principal of the trust fund in this subdivision created, into two equal shares or parts, and I direct that one of such shares or parts shall revert to and form part of my residuary estate, and I direct my said Executors to apply the rents, issues, interest and income of the remaining one-half share or part to and for the use and benefit of the widow of my said son Sol, for and during the term of her natural life, or until she remarries, and upon the happening of either event, the said remaining one-half share or part shall revert to and become part of my residuary estate.”

Under subdivision (b) of paragraph fourteenth, he gave an equal share of the residuary estate to his executors, in trust, to pay the income for the use and benefit of his daughter, Martha Simon, for fife and upon her death directed that his executors “ divide the principal thereof into as many equal parts as there are children of my said daughter Martha Simon her surviving, and I give, devise and bequeath one of such equal shares or parts to each of the said children of my daughter Martha Simon, her surviving, per stirpes and not per capita, equally share and share alike.”

Under subdivision (c) of paragraph fourteenth, in language identical to that contained in subdivision (a), he created a similar trust for the use and benefit of his son, Ike Friend, and similar provisions for the disposition of the principal upon the latter’s death.

[610]*610Under subdivision (d) of paragraph fourteenth, he gave an equal one-fourth share of his residuary estate to his executors, in trust, to apply the net income for the benefit of his daughter, Annie Ratkowsky, during her natural life, and upon her death, in trust, for the benefit of her issue until they severally arrived at the age of twenty-one years, with remainders over.

(1) The first question requiring determination relates to the proper construction and effect to be given to the use by the testator in paragraph fourteenth, subdivisions (a) and (c), of the words the widow of my said son Sol,” and the widow of my said son Ike.” As stated above, both sons died shortly after the testator survived by their respective wives. Did he intend, by these expresssions, the existing wives of his sons at the date of the execution of his will, or did he intend to include any subsequent wife of either of his sons who might be living at their respective deaths, and who might not have been in existence at the time of his own death? In the latter event, of course, an invalid suspension under the statute would result.

It has been generally held in this State that a gift to a “ wife ” of a legatee or beneficiary is a gift to one who occupies that relation at the making of the will, while a gift to the widow ” of a designated person is a gift to the lawful widow who may survive him. (Schettler v. Smith, 41 N. Y. 328; Van Brunt v. Van Brunt, 111 id. 178; Meeker v. Draffen, 201 id. 205; Williams v. Alt, 226 id. 283; Davis v. Kerr, 3 App. Div. 322; Man v. Man, 197 id. 547; Matter of Tuck, 165 Misc. 346.) This general rule has been applied where no contrary intent was found in the context of the will, either expressly or impliedly, or was disclosed by the facts and circumstances surrounding the execution of the will. There appears, however, to be no arbitrary rule that the word “ widow ” necessarily denotes a wife who shall survive a legatee or beneficiary, to the exclusion of a wife who was such at the time of the making of the will. Those cases in which the general rule was applied must be held to have been determined under the distinctive language of the particular will and in accordance with the surrounding circumstances.

The courts of Connecticut and Pennsylvania have sustained a gift to a “ widow,” where the circumstances warranted it, as a gift to the wife living at the date of the execution of a will. (Beers v. Narramore, 61 Conn. 13; 22 A. 1061; Anshutz v. Miller, 81 Penn. St. 212; Matter of Solms, 253 id. 293; 98 A. 596.) In each of these cases the courts held that since a wife ” was in being at the time of the execution of the will to whom the description" of widow ” would apply, she was intended as the beneficiary. In Beers v. Narramore (supra), where there was a trust for the testator’s son [611]*611for life and on his death the income was given “ one-third to his widow so long as she shall remain unmarried,” the court said: “ we think the testator meant the same as if, instead of ‘ widow/ he had said, 1 wife of Frank, if she survives him/ and that the latter is fully an equivalent expression. Had this term been used, as there was then in esse a person fully answering to that description, and only one, such person must be understood as intended, although it is indeed possible that this person might die, and another person might afterwards, at a remote date, as suggested, be born, who in another generation, might come to answer the same description. Suppose the language used had referred to the ‘ son ’ of Frank, and at the time there was a son and only one, could it be successfully claimed that the testator did not mean to identify a certain individual, but to give either entirely to one, or to divide among many of Frank’s male issue thereafter born? It is quite evident from the whole will that the testator was all along and throughout thinking of living persons whenever expressing any specific purpose.”

In Anshutz v. Miller (supra) the testator gave to one John P. Anshutz the income from Ms estate as long as he should five, and provided that after his death

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Bluebook (online)
168 Misc. 607, 6 N.Y.S.2d 205, 1938 N.Y. Misc. LEXIS 1823, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-friend-nysurct-1938.