In re the Estate of Hiscox

139 Misc. 481, 248 N.Y.S. 781, 1931 N.Y. Misc. LEXIS 1180
New York Surrogate's Court·Decided February 10, 1931·Published

Opinion

O’Brien, S.

This is a proceeding for the construction of the will of the above-named testator instituted by William E. Graham, the executor, named therein upon notice to all the parties. The testator died on the 27th of April, 1930, leaving him surviving as his only heir at law and next of kin,' his niece, Nettie Mitchell Jennings, who is by the 7th paragraph of his will made his sole residuary legatee. The 3d and 4th paragraphs, of the testator’s will read as follows:

“ Third. To my cousin, Isabel W. Dashe, I give and bequeath the sum of Two Thousand Dollars, ($2,000).

Fourth. To my friend, Andrew S. Rubin, I give and bequeath the sum of Ten Thousand Dollars ($10,000); together with all the furniture and furnishings owned by me at my death.”

The 7th paragraph of the will provides as follows:

Seventh. All the rest, residue and remainder of the property, of whatsoever name and nature and wheresoever situate, of which I shall be possessed, and to the possession of which I shall be entitled at my death, I give, devise and bequeath to my niece, Nettie Mitchell Jennings.”

A hearing was had, considerable testimony taken and briefs submitted. The record shows and it is conceded that at the time the testator executed his will and at the time of his death his personal property amounted to approximately $10,000, and that the value of his real estate was $100,000, subject to a mortgage of $27,000. The money legacies bequeathed by the 3d and 4th paragraphs of the will amounting to $12,000 exceed the value of the personal property possessed by the testator at the time he made the will and at the time of his death. Out of the personal property must be paid the debts and administration expenses which are estimated to be $5,000. There is, therefore, a deficit of personal property out of which to pay the legacies mentioned in the 3d and 4th paragraphs of the will, and the question for the court to determine is, are these legacies to be decreed to be a charge upon the real estate which is devised to the testator’s niece by the 7th paragraph of the will. The general rule of construction is that money legacies are to be paid out of the personal property of the testator and are to abate if there is insufficient personal property unless the will by express terms directs otherwise or unless there is a clear intent manifested that these legacies are to be charged on the real property which can be gathered from the provisions [483] of the will or by the extraneous circumstances of the particular case. In this will there is no express direction and as the personal property is the primary fund out of which to pay money legacies, they cannot be charged against the real property unless the court can find in the general context of the will or the extraneous circumstances that it was the intention of the testator to so charge them. I hold that the legacies are not a charge upon the real estate. I base this conclusion (1) on the testimony of Mr. Harold Bowman, the attorney who drew the will. He testified (stenographer’s minutes, pp. 43, 44, 45, etc.) that at the time he prepared the will the testator visited his office originally with Mr. Graham, who was an old time friend of the testator. They were associates in business, the testator being the treasurer, and Mr. Graham being the president of the same company, the name of which was not stated. Mr. Graham stated that he had prepared a will for Mr. Hiscox, but he was not a lawyer and did not know how good the will was and he wanted a good will drawn and he said he had prepared a memorandum of what the will was to contain, and he handed to Mr. Bowman this memorandum. The latter prepared the will according to the memorandum. The second time the testator came to the office he read the will and he said that is all right, Mr. Bowman, that is in accordance with my instruction,” but he said, “ I am afraid it sounds a good deal better than it is going to be.” I said, what do you mean Mr. Hiscox?” He said: “ I do not know that those legacies to Rubin and Miss Dashe are ever going to be paid in full.” I looked at him; I said “ that is a very astonishing statement for you to make, Mr. Hiscox.” He said, you don’t need to smile, when Mr. Graham made my first will and up to three years ago they would have been perfectly good all right. I had more than enough to pay those legacies and leave some over but,” he said, since my illness my expenses have been so heavy I do not know if I have got enough personal property to pay those legacies.” “ Well,” I said, “ that is news to me, Mr. Hiscox, shall I change the will?” He said, no, don’t change the will, they can take their chances on getting what I have left them.” They will get a good deal anyway. That will be enough for them.” I said, all right,” and the will was executed, and I left — gave him the original and kept a copy.” Bowman’s testimony continues:

The Surrogate: Isn't it a fact that it was at the time he actually executed the will he made this forecast of a possibility that they might not get all that was coming to,them? The witness: Absolutely; it was about three minutes before he signed the will. As soon as that conversation was finished I called in the other witness [484] and we signed the will as witnesses. I was one and I think Mr. Wallach, in my employ, was the other witness. That was signed not more than three minutes after he made that statement to me.” Q. Did he say how much personal property he had?” A. No, he simply said they will get a large part of it anyway and take their chances getting it all.”

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In re the Estate of Hiscox, 139 Misc. 481, 248 N.Y.S. 781, 1931 N.Y. Misc. LEXIS 1180 (N.Y. Super. Ct. 1931).

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