In re the Estate of Howard

48 Misc. 2d 559, 265 N.Y.S.2d 488, 1965 N.Y. Misc. LEXIS 1243
CourtNew York Surrogate's Court
DecidedDecember 20, 1965
StatusPublished
Cited by1 cases

This text of 48 Misc. 2d 559 (In re the Estate of Howard) 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 Howard, 48 Misc. 2d 559, 265 N.Y.S.2d 488, 1965 N.Y. Misc. LEXIS 1243 (N.Y. Super. Ct. 1965).

Opinion

John M. Keane, S.

An electrical engineer, whose work requires him to be in constant proximity to high voltage equipment, never fails to respect the constant danger surrounding him. Carelessness would exact a dear price — his own life. Sometimes the court wishes that attorneys who draft instruments containing involved trust provisions and cross contingencies would be subjected to some penalties for apparent carelessness in preparation of such instruments. Although such an attorney does not pay with his life for an error like the electrical engineer, his work frequently disrupts and disarranges the lives of many people who survive the testator.

This is a construction proceeding involving paragraph “ninth” of the last will and testament of Michael Howard, deceased. The language of the paragraph is as follows: “ninth: I give, devise and bequeath the life use of the lot situate on the corner of Mitchell Avenue and Vestal Avenue in the City of Binghamton, New York, together with any improvements thereon, and extending from Vestal Avenue to the apartment house above bequeathed, in the rear, unto my beloved son, [561]*561Raymond M. Howard, for and during the term of his natural life. Upon the death of my said beloved son, Raymond M. Howard, I give, devise and bequeath the said lot above mentioned unto my beloved wife, Mary J. Howard for life, if she be living at said time, and if she be not living at the time of the death of my said son, Raymond M. Howard, I give, devise and bequeath the said lot above mentioned unto any child or children which my said son, Raymond M. Howard may have left him surviving, the child of any deceased child to take the share which its parent would have had, if living. If there be no such child or children, I give, devise and bequeath the said lot above mentioned unto my heirs at law living at said time. ’ ’

The will was executed January 4, 1927. On that date the decedent’s son, Raymond, was unmarried and 23 years of age. Michael Howard died March 11, 1945 leaving him surviving his widow, Mary, and his son, Raymond, as his only distributees. His will was admitted to probate in this court on May 3, 1945.

Raymond M. Howard died unmarried at 49 years of age on September 22,1962. A short time thereafter his mother, Mary J. Howard, died May 27, 1964. Although the immediate Howard family has departed, problems concerning one paragraph of the will of Michael Howard remain with the living.

A close examination of paragraph ‘1 nixtti ’’ indicates that no provision is made for the disposition of the remainder following the secondary life estate, the contingency that actually occurred. This construction proceeding is the outcome of a quarrel between two unrelated groups of individuals, each of which claims the remainder to the parcel of real property involved.

The petitioners represent the interests of the estate of Mary J. Howard and the estate of Raymond M. Howard. It is their contention that the failure of the paragraph to provide for disposition of the remainder following the secondary life estate results in the remainder passing under the residuary clause. Mary J. Howard and Raymond M. Howard were the residuary legatees.

The respondents are the distributees of Michael Howard living at the date of the death of Mary J. Howard, the last to die. The respondents contend that the remainder of the premises involved passes to them. Their primary basis for such a claim is a gift by implication. The secondary basis is the existence of an obvious scrivener’s error in the preparation of this will.

As has been said before, canons of construction are easy to enunciate but difficult to apply. The primary canon of con[562]*562straction must be to carry out the intent of the testator. This court sometimes rebels at the concept of attributing to a testator the language of wills which contain limited estates, remainders, cross remainders and all sorts of contingencies. Such'instruments may express the intent of the testator but frequently the language used is foreign to him.

General bequests actually payable under the first seven paragraphs of the will of Michael Howard totaled $14,000. Paragraph ‘ ‘ eighth ’ ’ contained a life estate of a parcel of real property valued at $13,000 in which the primary beneficiary was his wife, Mary J. Howard, and the secondary beneficiary ivas his son, Raymond M. Howard. The remainder was given to the children of Raymond M. Howard. If there were no children, the remainder passed after one or both life estates to his ‘ heirs at law living at said time. ’ ’ Paragraph ‘ ‘ tenth ’ ’ created a trust of $75,000 upon substantially the same terms.

Paragraph “ ninth ” has already been set forth. That parcel of real property was valued at $6,800. Paragraph “ eleventh ” created a trust of $75,000 upon substantially the same terms as paragraph “ ninth ” except that its language provided for the contingency of the survival of the secondary life tenant. Finally, after one more general bequest of $1,000 in paragraph ‘ twelfth ’ ’, the residuary clause in paragraph 11 thirteenth ’ ’ of the will gave the balance to Mary J. HoAvard and Raymond M. Howard equally.

Frequently .the residuary clause is the vehicle providing for those closest to the testator. Such was not the case here. Accounting and tax proceedings in this estate sIioav that over 75% of the benefits for decedent’s Avife and son Avere contained in paragraphs “ eighth,” “ ninth,” “ tenth ” and “ eleventh.” Less than 25% passed under the residuary clause in paragraph “ thirteenth.” So here we must conclude that the fundamental gifts for the benefit of the wife and son were not postponed until the residuary clause.

An examination of the entire will indicates to this court that the primary concern of the testator was for his wife and son in an almost equal degree. There was a small difference in the value of the parcels of real property involved in paragraphs ‘ ‘ eighth ’ ’ and ‘ ninth, ’ ’ but the two trusts in “tenth” and “eleventh” are equal and the shares of the residue are equal. Beyond the lifetime of his wife and his son, the testator was most concerned about keeping all the property involved in paragraphs ‘ ‘ eighth, ” “ ninth, ’’’ ‘ ‘ tenth ’ ’ and “ eleventh,” the major portion of his estate, in his descendants. [563]*563Failing descendants, he desired that the property would go to his “ heirs at law.”

The petitioners contend that no ambiguity exists in paragraph ‘1 ninth. ’’ They say that the contingency that actually occurred, survival of the secondary life tenant, not having been provided for, the remainder passes under the residuary clause of the will. In addition they say that respondents have not sustained the burden of their argument for a gift by implication or for a scrivener’s error.

While the court undoubtedly has the power to add, subtract or change words when the occasion requires, such a step is taken with the greatest caution. (Matter of Nager, 45 Misc 2d 1050 [1965]; Matter of Nossenhein, 36 Misc 2d 548 [1962] and Matter of Lytell, 178 Misc. 996 [1942].) The respondents suggest that the words “ or, if living, upon her death,” which appear in paragraph “ eighth,” were inadvertently omitted in paragraph ‘ ‘ ninth. ” It is true that similar provisions, though not in the exact words, appear in paragraphs ‘ ‘ tenth ’ ’ and ‘ ‘ eleventh. ’ ’

This is not the situation where the absence of words makes the language unintelligible.

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Bluebook (online)
48 Misc. 2d 559, 265 N.Y.S.2d 488, 1965 N.Y. Misc. LEXIS 1243, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-howard-nysurct-1965.