In re the Estate of Haradon

173 Misc. 993, 19 N.Y.S.2d 364, 1940 N.Y. Misc. LEXIS 1661
CourtNew York Surrogate's Court
DecidedApril 22, 1940
StatusPublished
Cited by4 cases

This text of 173 Misc. 993 (In re the Estate of Haradon) 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 Haradon, 173 Misc. 993, 19 N.Y.S.2d 364, 1940 N.Y. Misc. LEXIS 1661 (N.Y. Super. Ct. 1940).

Opinion

Henderson, S.

In this proceeding for the appointment of an administrator with the will annexed it is necessary to construe the following portions of the decedent’s will:

“ Sixth. All the rest, residue and remainder of my estate, both real and personal, of which I die seized or possessed or to which I may be entitled, I give, devise and bequeath unto my Executrix and trustee hereinafter named, in trust nevertheless, to collect the rents and income thereof, to pay all legitimate charges against my estate not otherwise provided for and to dispose of and apply my said residuary estate in the manner and for the purposes stated in this my will.

Seventh. I hereby authorize and direct my said Executrix and trustee to pay the net income of my residuary estate to Frances E. Miner so long as she shall remain unmarried. In the event that the said Frances E. Miner marries or at the time of her death then I authorize and direct my Executrix and trustee or her successor to divide my said residuary estate among and to pay the same over to Edna C. Rogers and her children then living, as a class, share and share alike.

“ Eighth. I hereby nominate, constitute and appoint the said Frances E. Miner, * * * to be Executrix and Trustee of this my Last Will and Testament, * *

The above-quoted language is preceded by a provision for the care of the testator’s burial plot and bequests of two general legacies, aggregating $6,000, which have been paid in full, to the legatees who are not related to the testator.

The matter has been submitted upon an agreed state of facts. The decedent was born in 1831, made his last will on January 30, 1912, and died a resident of this county on November 1, 1919, leaving -a gross, estate appraised by the transfer tax appraiser at $30,255.25, of which $9,755.25 was personalty.

The testator was married in 1863. His wife died prior to the execution of his will. His nearest blood relatives, both at the [995]*995date of Ms will and at the time of his death, were a first cousin and two sons of a first cousin who had died in 1909. The surviving first cousin died intestate, a resident of Kings county, in 1933, leaving as Ms only distributee a son who has been appointed administrator of Ms estate.

Frances E. Miner and Edna C. Rogers (nee Edna C. Miner) were nieces of the testator’s wife, daughters of her brother. Miss Miner never married and died without issue on December 11, 1938. Mrs. Rogers died intestate a resident of Connecticut on April 12, 1933. Her only cMldren were born prior to the date of decedent’s will. They were a son who died unmarried and without issue on September 7,1903, a daughter who died unmarried and without issue on April 25, 1933, and another son who died on March 14, 1935, leaving a widow and two cMldren who are all living. At the date of the will and also at the date of the testator’s death Mrs. Rogers and her two cMldren then living resided in Connecticut.

When the testator made his will and also when he died Mrs. Miner lived in Ms home. She was regularly employed by an insurance company and was not dependent upon him. Her sister, Mrs. Rogers, lived in the testator’s home for a time prior to her marriage and prior to 1883.

The petitioner is the ancillary administrator of Mrs. Rogers’ estate and claims a prior right to administer the unadministered property in this estate on the ground that Mrs. Rogers was the sole residuary legatee thereof.

In addition to empowering his executrix and trustee ” to sell his realty and personalty and to invest and reinvest the proceeds of his residuary estate, he provided for the invasion of the residuary principal as follows:

“ Ninth. Hereinbefore I have limited to Frances E. Miner durduring her unmarried life the net income of my residuary estate, but it is my will that in the event that it is found by my said Executrix and Trustee that such income is inadequate to support and maintain her in periods of sickness or of incapacity or unemployment, that a portion of the principal of said residuary estate be used for such purposes and said Executrix and Trustee shall not be held to account for the same by any person!”

It is apparent that the testator intended to devote Ms entire residuary estate to his wife’s nieces who had been members of Ms household for varying periods, with the resultant disinheritance of Ms cousins, and to the married niece’s cMldren who might survive her sister’s death or earlier marriage. He also expressed his preference for the sister who was still in the household when Ms will was drawn. However, if she married, the attempted trust would terminate and what was left of the residuary estate would go [996]*996to her married sister and the latter's children then living. Legal effect may not be given to the testator's intention to create a trust with the sole beneficiary thereof as its sole trustee. Instead, Miss Miner received a legal estate in the residuary for her life or until her earlier marriage. (Real Prop. Law, § 92.)

It is obvious that the testator intended by the use of the words “ then living ” in the seventh paragraph to refer to the date of Miss Miner’s death or of her earlier marriage. The question is whether the words modify and limit “ her children ” only or were also intended by the testator to affect bis preceding provision for Mrs. Rogers.

The xvill was apparently drawn with considerable care by a person of intelligence. It is to be assumed that the testator used language in its natural sense and with ordinary grammatical construction. If the testator had intended to condition his benefaction for the named beneficiary upon her surviving the trust, the natural, ordinary and grammatical language would have been “ to Edna C. Rogers, if then living, and her children then living.” He did not say so, and to include Edna C. Rogers among those whose gifts depended upon survivorship of the trust could only follow a resort to an awkward and ungrammatical application of his language or to an unwarrantable testamentary fabrication by inserting the appropriate words for the testator. (Matter of Meyer, 162 Misc. 426, 427.) Careless use of language should not be imputed to a testator who took care to direct his executrix and trustee or her successor ” to act after the termination of her beneficial interest, either by her marriage when she could complete the administration, or by her death when she could no longer act. I hold that the testator did not intend to refer to Mrs. Rogers when he used the words then living,” nor to condition his gift to her upon her surviving her sister.

The words “as a class ” were apparently used by the testator ■with reference to her children then living,” intending thereby to further express his separation of the remainder gifts between the named beneficiary and the designated class. By such language he stresses his intention to constitute Mrs. Rogers a tenant in common with a class whose members until their death prior to the death of the life tenant were joint tenants as among themselves during the life tenancy. (See Matter of Russell, 168 N. Y. 169; Real Prop. Law, §66.)

There is no gift over and no words of survivorship are directly connected with the gift to Mrs. Rogers.

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Bluebook (online)
173 Misc. 993, 19 N.Y.S.2d 364, 1940 N.Y. Misc. LEXIS 1661, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-haradon-nysurct-1940.