In re the Estate of Hoagland

125 Misc. 376, 211 N.Y.S. 629, 1925 N.Y. Misc. LEXIS 995
CourtNew York Surrogate's Court
DecidedJune 25, 1925
StatusPublished
Cited by6 cases

This text of 125 Misc. 376 (In re the Estate of Hoagland) 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 Hoagland, 125 Misc. 376, 211 N.Y.S. 629, 1925 N.Y. Misc. LEXIS 995 (N.Y. Super. Ct. 1925).

Opinion

Foley, S.:

This is an accounting proceeding in which a question arises as to the persons entitled to the remainder in a trust fund of $25,000 created by the will of the testator. The fund is claimed by a daughter of the life tenant Charles F. Hoagland (a nephew of the testator), as the only child left by him. This daughter was born out of wedlock, but was legitimatized by the subsequent marriage of her parents by reason of the provisions of section 24 of the [377]*377Domestic Relations Law. On the other hand, the fund is claimed by the residuary legatees under the alternative gift contained in the will, which provided that if no children survived the life tenant, the remainder should vest in the residuary legatees. The material parts of the will read as follows:

“ Seventeenth. I give and bequeath to my executors hereinafter named, or the survivor of them, the sum of Seventy-five thousand dollars, in trust, however, to invest and keep the same invested and receive the income and profits thereof, and to pay over the income thereof as follows: * * *
“ To pay over the income of Twenty-five thousand dollars ($25,000) thereof to Charles F. Hoagland of Syracuse, New York, during his fife, and upon his death leaving a child or children surviving him, to pay over the principal of said sum to such child or children. * * *
In the event that any one of said legatees shall die leaving no children surviving him, then said Twenty-five thousand dollars herein bequeathed to such legatee shall revert to and become a part of my residuary estate. * * *
“ Thirtieth. All the rest, residue and remainder of my estate and property, that is to say, all not hereinbefore disposed of, I give, devise and bequeath to my nephews and nieces, to be divided between them in the proportions which the respective gifts made to them herein bear to each other.”

The question to be determined is: Did the testator intend to describe those children of his nephew, and those only, bom in lawful wedlock, or did he intend to describe the children who at the termination of the life estate and by the law then in force answered the description of children?

(1) I hold that the latter construction is correct and that the daughter of Charles F. Hoagland, the life tenant, is entitled to the entire fund. Support for this conclusion is found in the language of the will, as well as in the interpretation of the section of the Domestic Relations Law. The remainder was clearly contingent. {Teed v. Morton, 60 N. Y. 502; Matter of Buechner, 226 id. 440.) The event which determined the ultimate remaindermen was the death of the fife tenant. This took place on December 11, 1923. The will directed that upon the death of Charles F. Hoagland “ leaving a child or children,” the principal was to be paid to such child or children. His legitimatized daughter, therefore, became the designated remainderman.

(2) The language of section 24 of the Domestic Relations Law likewise sustains the right of the daughter to take this fund. That section was originally enacted by chapter 531 of the Laws of 1895, [378]*378and re-enacted by section 18 of chapter 272 of the Laws of 1896, known as the Domestic Relations Law of 1896. In 1899 the section was amended by chapter 725 of the Laws of that year, and as amended reads as follows: “An illegitimate child whose parents have heretofore intermarried, or shall hereafter intermarry, shall thereby become legitimatized and shall become legitimate for all purposes, entitled to all the rights and privileges of a legitimate child; but an estate or an interest vested or trust created before the marriage of the parents of such child shall, not be divested or affected by reason of such child being legitimatized.” (The italicized matter was added by this amendment.) The latter statute was in force and effect at the time of the execution of the will by the testator, November 16, 1903. He died January 30, 1904. The daughter was born September 17, 1897. The parents of the daughter were married May 27, 1905. The section was thereafter repealed and added as section 19 by chapter 742 of the Laws of 1907. Since the statutory revision of 1909 the section has been in the same substantial form as section 24 of the present Domestic Relations Law.

The purpose of the section of the Domestic Relations Law is in harmony with the trend of modern thought. Judicial decisions and legislative enactments have sought to establish, wherever possible, the legal status of the illegitimate child after the marriage of its parents. Even in the absence of a statute, under the common-law rule, we invoke every presumption in favor of the validity of such a marriage with the primary purpose of legitimatizing the issue. In the interest of justice we close our eyes to a relationship between a man and a woman in order to protect the innocent child and its rights. We Invoke the presumption of legitimacy and describe it as the strongest known in the law. The additional declaration by the Legislature contained in the section furnishes greater reason for a construction in favor of the child. The child becomes legitimate for all purposes and entitled to all the rights and privileges of legitimate children. The statute should be construed liberally. Except there be a positive legislative prohibition excluding the child from participation in a benefit, its rights should be sustained.

It will be noted that the statute provides that upon the marriage of the parents, the child shall thereby “ become legitimate for all purposes and entitled to all the rights and privileges of legitimate children.” Under the language of the will of the testator, read with the language of the statute in effect at the date of the termination of the trust and the vesting of the remainder, the daughter, as the only child, possessed all the rights of a legitimate child and answered the description as the sole beneficiary of the fund [379]*379in the testator’s will. His intent is to be tested by the language he employed, and knowledge of the statute must be imputed to him. The child was born six years before the execution of the will. Whether the life tenant left a child surviving could only be determined by the facts and law existing at the life tenant’s death. At that time, by the force of the statute, the daughter was the lawful child of the life tenant.

(3) It is claimed by the residuary legatees that the exceptions in the statute prevent the daughter from taking the remainder. This conclusion is not supported by the language of the statute. The Legislature directed, in the amended form of this section as enacted in 1899, that “ an estate or interest vested or trust created ” before the marriage of the parents of the child shall not be divested or effected by reason of such child being legitimatized. The statute of 1899 was in effect at the date of the marriage of the parents in 1905. The words “ estate or interest vested ” clearly refer to a vested remainder or other vested legal interest. A contingent interest was necessarily excluded from the exception. The words trust created ” plainly refer to the equitable or beneficial interest of a cestui in a trust, and not to a contingent remainder.

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Bluebook (online)
125 Misc. 376, 211 N.Y.S. 629, 1925 N.Y. Misc. LEXIS 995, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-hoagland-nysurct-1925.