In re the Estate of Gates

142 Misc. 83, 254 N.Y.S. 614, 1931 N.Y. Misc. LEXIS 977
CourtNew York Surrogate's Court
DecidedNovember 30, 1931
StatusPublished

This text of 142 Misc. 83 (In re the Estate of Gates) 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 Gates, 142 Misc. 83, 254 N.Y.S. 614, 1931 N.Y. Misc. LEXIS 977 (N.Y. Super. Ct. 1931).

Opinion

Gilbert, S.

This is a proceeding brought by the executrix of the estate of John Gates for a settlement of her account as executrix and for permission to resign her office; also for a construction of paragraph 3 of decedent’s will.

The decedent, John Gates, died on or about January 30, 1886, a resident of the town of Sodus, Wayne county, N. Y., leaving his. last will and testament which was admitted to probate in this. [84]*84court on March 1, 1886. Letters testamentary were on that date issued to a daughter, Mary Jane Gates, the surviving executrix in the will named. ■

At the time of decedent’s death there survived him as his heirs at law and next of kin a son, Joseph Gates; a daughter, Mary Jane Gates, the executrix; a daughter, Emma Gates Potwine; a grandson, Theodore J. Parker, the son of Elizabeth Gates Parker, a deceased daughter. Decedent’s will was dated March 30, 1881, at which time decedent’s wife, Elizabeth Gates, was living. Elizabeth Gates died subsequent to the making of the will and prior to the death of decedent.

Decedent’s will provided first for the payment of his debts and funeral expenses and then directed his executors to sell some real estate situate in the State of Wisconsin. The use of the proceeds of the sale of this real estate was given to his widow and his daughter Mary Jane Gates during their joint lives and the life of the survivor of them. The proceeds of said sale were then to be disposed of under the terms of paragraph “ Third.”

Paragraph “Third” of decedent’s will provided as follows: “ Third. And I further give and bequeath to my said wife Elizabeth and my said daughter Mary Jane the use of all the rest, residue and remainder of my Real Estate and personal property that I may have at the time of my decease and of every name and nature and kind soever for their use benefit and enjoyment equally between them for and during the term of their joint lives and to the survivor of either of them for and during the term of the fife of such survivor, and after the decease of my said wife Elizabeth and my said daughter Mary Jane the property so held by them I give and bequeath and devise as follows: To the children of my daughter Emma A. Potwine, wife of Charles Potwine the equal one half part of Real Estate and personal property so held by my said wife and daughter equally between said children and to their heirs and assigns. And to the child of my daughter Elizabeth Parker deceased the other one half part of such Real estate and personal property so held by my said wife and daughter should he be hving but should his death occur before the vesting of the legacy herein given and bequeathed to him then and in that case, my will is that the legacy so given and bequeathed to him shall be and I hereby give and devise the same to the children of my said daughter Emma A. Potwine equally between them share and share alike and to their heirs and assigns forever.”

It is a construction of this paragraph of the will which is sought in this proceeding and the particular point involved is whether or not the provision made in said paragraph for “ the child of my [85]*85daughter Elizabeth Parker deceased,” the aforesaid Theodore J. Parker, vested in said Theodore J. Parker at the death of the testator or has now vested in the children of Emma A. Potwine, the said Theodore J. Parker having died before the expiration of the life use of Mary Jane Gates.

Theodore J. Parker died on or about July 13, 1929, a resident of the State of California, intestate, never having married. If the provision made for him in the will of his grandfather, John Gates, vested at the death of John Gates, then the heirs at law and next of kin of said Theodore J. Parker will be entitled to one-half of the estate of John Gates upon the death of the life tenant, Mary Jane Gates. If Theodore J. Parker obtained no vested interest in his grandfather’s estate upon his grandfather’s death, but the vesting thereof was contingent upon Theodore J. Parker surviving the life tenants named in the will, then, under the terms of the “ Third ” paragraph of the will of John Gates, the whole of the estate will go to the children of Emma Gates Potwine at the death of Mary Jane Gates, the surviving life tenant.

It is apparent from a study of the will of testator that his first interest was the welfare of his wife, Elizabeth Gates, and his unmarried daughter, Mary Jane Gates. The use of his entire estate is given to them during their joint lives and during the life of the survivor. The wife, Elizabeth, did not survive the testator and never took under the will but the daughter Mary Jane Gates has been in the possession and enjoyment of her legacy from the date of the testator’s death and is still in the possession and enjoyment thereof. While some claim was made at the beginning of this proceeding that a trust had been created under the provisions of the will for the widow and unmarried daughter, it is my understanding that this claim is not now urged but it is conceded that merely a fife use was intended and given.

The residuary legatees named in the will were grandchildren of the testator, and represent two lines of descent: One, the children of Emma Gates Potwine, a daughter, and the other the child of Elizabeth Gates Parker, also a daughter. No mention is made in the will of the son, Joseph Gates, and in the first instance the estate of testator is divided equally between the descendants of his two daughters. The testimony taken on the hearings in this matter does not show the ages of the children of Emma Gates Potwine but does show that the grandson, Theodore J. Parker, was approximately ten years of age at this time and living in testator’s household.

It is elemental that the intent of the testator is to be determined from his will without recourse to any outside matters except in [86]*86the event of an ambiguity, and the will should be construed according to established rules of construction. Two well-established rules are involved in the decision of the present matter: First, the rule that the law favors the vesting of estates; and second, an estate is to be deemed vested when there is a person or persons in being who would have an immediate right to the estate upon the ceasing of the intermediate or precedent right. In the briefs filed by counsel for the several parties in interest are cited numerous decisions supporting the foregoing proposition and it is needless and would require space far beyond that proper to use in this decision, to discuss all these authorities. Connelly v. O’Brien (166 N. Y. 406) seems to be a leading authority on the question involved in the present case. The Connelly case was decided in 1901 and the rules of construction stated in the opinion have never been criticised. It is held in the Connelly case that, adverbs of time, such as when,” then,” after,” from and after,” etc., in a devise, of a remainder hmited upon a fife estate are construed to relate merely to the time of the enjoyment of the estate, and not to the time of the vesting in interest.

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Related

Connelly v. . O'Brien
60 N.E. 20 (New York Court of Appeals, 1901)
Corse v. . Chapman
47 N.E. 812 (New York Court of Appeals, 1897)
In re the Estate of De Witt
139 Misc. 138 (New York Surrogate's Court, 1930)

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Bluebook (online)
142 Misc. 83, 254 N.Y.S. 614, 1931 N.Y. Misc. LEXIS 977, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-gates-nysurct-1931.