In re the Estate of Hall

52 Misc. 2d 612, 276 N.Y.S.2d 954, 1966 N.Y. Misc. LEXIS 1233
CourtNew York Surrogate's Court
DecidedDecember 14, 1966
StatusPublished
Cited by1 cases

This text of 52 Misc. 2d 612 (In re the Estate of Hall) 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 Hall, 52 Misc. 2d 612, 276 N.Y.S.2d 954, 1966 N.Y. Misc. LEXIS 1233 (N.Y. Super. Ct. 1966).

Opinion

Lyman H. Smith, S.

Upon his voluntary accounting as representative of a deceased representative (Surrogate’s Ct. Act, § 257) Frederick M. Hunt, Esq., prays for a determination and construction of the terms of paragraph “ Third” of the last will and testament of Robert A. Hall, deceased, which reads as follows: ‘£ third. — I give, bequeath and devise to my wife, Madaline F. Hall, our home in Glenora, together with her widow’s third of my estate. The remaining two-thirds of my estate I direct shall be held in trust and the interests and benefits of said trust be given to my wife during her life, at her death the trust to be terminated and the property divided equally among my brothers and sisters ”. This is the only residuary clause, as such, in the will.

The testator, Robert A. Hall, died April 30, 1936, survived by his wife, Madaline, two sisters, Adalaide P. Hall and Carolyn Hall, and three brothers, Julius Hall, Francis Hall and Charles Hall. He had no children.

The life benficiary, Madaline F. Hall Malony, who had remarried, died September 25, 1965.

All of the brothers and sisters of Robert A. Hall predeceased the life beneficiary.

[613]*613Query: "Who is entitled to receive the remainder of the Robert A. Hall estate?

On May 16, 1942, Francis Hall died, a resident of Syracuse, New York. His will, admitted to probate, named his wife, Ruth Hall, as sole beneficiary. Francis Hall, was also survived by a daughter, Migy Gantt. Ruth Hall is presently confined in a mental institution in Detroit, Michigan, and appears herein by her duly appointed guardian, Roger B. Hudson, Supervisor of Guardianships, Department of Welfare, Detroit, Michigan. Migy Gantt, daughter and only child of Francis Hall, is alive and resides in Philadelphia, Pennsylvania.

On March 26, 1947, Julius R. Hall died in Chicago, Illinois, leaving a will which was duly probated, naming his wife, Mary Wells Hall, as sole beneficiary of his estate. Mary Wells Hall died May 16, 1963, leaving a will which was duly probated wherein she left her entire estate to an adopted daughter, Priscilla Demus. Julius and Mary Wells Hall had adopted two children, Priscilla Demus and Norman Hall, both of whom are still alive, and neither of whom are related by blood to Julius Hall.

On March 28, 1949, Charles Hall died a resident of Chicago, Illinois, leaving a will naming his wife, Kathryn S. Hall as sole beneficiary. He was also survived by a daughter, Virginia Hagan, who is still living. Kathryn S. Hall died intestate December 2, 1951, (presumably in Chicago, Illinois) leaving her only child, Virginia Hagan, surviving her.

On February 23,1953, Adalaide P. Hall died testate a resident of Elmira, New York, leaving a life estate to her sister Carolyn Hall and the remainder to her three brothers (Francis, Julius, and Charles) all of whom, as above set forth, had predeceased her.

On March 24, 1965, Carolyn Hall died testate a resident of Elmira, New York, leaving her entire estate to her three brothers or their distributees. Carolyn Hall had been admitted to a home for the aged in Elmira, New York on November 16, 1961, and thereafter reputedly executed an assignment of her estate to the home. Parenthetically, it should be noted the Carolyn Hall estate is an open estate in Chemung County and the estate tax proceedings have not been completed. It is assumed both the home for the aged and the State of New York, although not parties to this proceeding, will be concerned in the disposition made here.

We deal here with a classic problem of 1 time of vesting ’. The basic question is, whether or not the remainder interest of Robert A. Hall was indefeasibly vested in his brothers and [614]*614sisters at the death of the testator? Stated another way, was the remainder interest of Robert A. Hall vested in his brothers and sisters subject to being divested by their failure to survive the life beneficiary?

Of prime consideration in this construction proceeding is the intention of the testator as expressed in the will which, if not wholly clear, “ must be gleaned not from a single word or phrase but from a sympathetic reading of the will as an entirety and in view of all the facts and circumstances under which the provisions of the will were framed ” (Matter of Fabbri, 2 N Y 2d 236, 240; emphasis supplied).

There is no question the pertinent provision here provides for a gift to a class — “ my brothers and sisters It is significant the class was identifiable. (Cf. Pimel v. Betjemann, 183 N. Y. 194.) His brothers and sisters and the life beneficiary were all alive when the testator drew the will and all were alive when he died. He knew the objects of his bounty and his intentions in this regard are clearly set forth in his will. It is even more significant that the testator used no. words of survivorship or of substitution.

While there are many cases holding a devise of a remainder to follow a life estate creates an estate that is vested subject to divestment (Matter of Larkin, 9NY 2d 88; Matter of Gulbenkian, 9 N Y 2d 363; Matter of Leo, 20 A D 2d 807) none of these cases, and none like them, so hold, unless the testator has used words and phrases which provide for .remaindermen’s survival of the life beneficiary, or for survivorship among the remainder-men, or unless from clear provisions for substitution of remaindermen one may clearly imply the necessity of surviving the life tenant in order to establish a vested remainder. In other words, where a gift of a remainder vests in an identifiable class at the time of testator’s death, survival or survivorship of members of that class to time of distribution is not required for vesting in the members of the class and will not be so found unless there is an express provision to that effect in the will, or unless there is some basis in the context thereof implying- such provision. (Matter of Blydenburgh, 24 Misc 2d 896; Matter of Seaman, 13 Misc 2d 11; Matter of Slovens, 4 Misc 2d 82.) In the instant case there is neither such provision, nor any implication thereof.

There is no practical evidence here the testator intended to vest the remainder of his estate in his brothers and sisters subject to a condition subsequent —- that they survive the life beneficiary — and which would in the event of their prior death divest them of the same. Otherwise phrased, there is nothing [615]*615here that would indicate the testator intended to impose a requirement of survival on his brothers and sisters.

Furthermore, the fact the gift of the remainder was to a class, rather than nominatim, does not, standing by itself, raise a requirement of survival to the time of distribution. (Matter of Blydenburgh, supra.)

In the typical case where our courts have found the remainder subject to divestment, i.e., contingent upon surviving the life beneficiary, (Matter of Larkin, supra; Matter of Gulbenkian, supra) the wills have contained either unequivocal or clear implications of gifts over, e.g., ‘1 to my brothers * * * and their several descendants” (Matter of Gulbenkian, supra, p. 368) ¡“In the event that any of my said sons should die leaving descendants, said descendants shall take the share of any such deceased son, per stirpes and not per capita ”. (Matter of Larkin, supra, p.

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52 Misc. 2d 612, 276 N.Y.S.2d 954, 1966 N.Y. Misc. LEXIS 1233, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-hall-nysurct-1966.