In re the Estate of Jones

8 Mills Surr. 504, 75 Misc. 47, 134 N.Y.S. 859
CourtNew York Surrogate's Court
DecidedDecember 15, 1911
StatusPublished
Cited by2 cases

This text of 8 Mills Surr. 504 (In re the Estate of Jones) 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 Jones, 8 Mills Surr. 504, 75 Misc. 47, 134 N.Y.S. 859 (N.Y. Super. Ct. 1911).

Opinion

Sexton, S.

March 13, 1901, the deceased made a will; and letters testamentary were issued November 14, 1907, to Peter Williams, who filed his final account June 20, 1911. Ann Williams, a sister of deceased, was named as legatee in said will, but died before the testator, leaving Everett, Thomas E. and John H. Williams, sons, who now claim the share of their mother as next of kin on the ground that deceased died intestate as to the same. The executor opposes this view and contends that the will disposes of the entire estate. The testator left neither descendants nor real estate, but did leave personal property inventoried at $21,983.30.

One of the witnesses to the will, not a lawyer, drew it on a will blank. The paragraph to be considered reads as follows :

First. After all my lawful debts are paid and discharged, I give, devise and bequeath all my property both real and personal as follows (viz.) ; the sum of five hundred dollars to be used for the purpose of paying the expenses of my funeral and providing a monument to mark my last resting place; to my nephew William R. Jones, Gouverneur, N. Y., the sum of one thousand dollars; to my niece, Mrs. Elizabeth Jones of Alder Creek, N. Y., the sum of one thousand dollars, and to her brother William H. Jones, the sum of eight hundred dollars; to Walter Jones, adopted son (so-called) of my deceased brother William H. Jones the sum of seven hundred dollars; to Grace Nickerson of Indian Orchard, Mass, the sum of five hundred dollars; to my niece Mary Ann Millard of Turin, N. Y., the sum of one thousand dollars; to my nephew Thomas D. Roberts of Utica, N. Y., the sum of one thousand [506]*506dollars; to my nephew Humphrey Roberts of Turin, N. Y., the sum of one thousand dollars; to my sister, Mrs. Ann Williams of Lowville, N. Y., the sum of two thousand dollars; to Mrs. Elizabeth Jones widow of my deceased brother David H. Jones of Chicago, 111., the sum of five hundred dollars; to my nephew D. Milton Jones of Milwaukee, Wis., the sum of five hundred dollars; to my nephew Samuel' H. Jones of Chicago, 111., the sum of one thousand dollars; to my sister Mrs. Martha J. Williams of Whitesboro, N. Y., the sum of two thousand dollars; to my sister-in-law Mrs. Jane Jones of Scranton, Iowa, a certain mortgage that I hold against Marshall E. Jones of Scranton, Iowa; and if after paying these bequests there should be a surplus left over it shall be paid to the above-named beneficiaries pro rata, with the exception of the last named beneficiary, who shall not be included in such surplus as a beneficiary.

The clause that the contention centers on is next to the last one, and reads—“ and if after paying these bequests there should be a surplus left over, it shall be paid to the above-named beneficiaries, pro rata.”

The contestants affirm that this is a residuary clause, and that the legacies of those dying before the testator lapsed, and that the surviving legatees cannot profit thereby, as they presumptively take as tenants in common and not as joint tenants, under the Real Property Law; hence the lapsed legacies and the pro rata proportion of the “ surplus ” passed under the Statute of Distribution to the next of kin.

Nature abhors a vacuum and the courts abhor intestacy.

You cannot find two horses gaited alike, nor can you find two wills worded alike, hence the books furnish but little help beyond laying down some unyielding general rules.

“ In all cases it is the duty of the court, in construing a grant or will, to search out the intention of the testator or grantor, and construe the instrument so as to carry out that [507]*507intention, unless such construction is absolutely inconsistent with some well settled rule of law.” Carr v. Smith, 25 App. Div. 214; affd., 161 N. Y. 636; Tilden v. Green, 130 id. 72.

“ It is the duty of courts in construing even doubtful and obscure provisions of a will to so interpret them as to uphold rather than to render them void.” Hopkins v. Kent, 145 N. Y. 367.

“ Where two constructions are possible, one of which will sustain, and the other defeat, the will, the one sustaining it should be preferred.” 29 Am. & Eng. Ency. of Law, 350; Vernon v. Vernon, 53 N. Y. 357; Kalish v. Kalish, 166 id. 368; Mills v. Tompkins, 110 App. Div. 212.

“ There is always a presumption that the testator did not contemplate intestacy, and a construction that will result in even partial intestacy is not to be adopted if a different construction is permissible.” Matter of Miner, 146 N. Y. 121; Johnson v. Brasington, 165 id. 181; Matter of Hammond, 74 App. Div. 547; Ward v. Stanard, 82 id. 386; Simpson v. Simpson, 113 N. Y. Supp. 370.

The fact that a testator made a will at all creates a fair presumption that he intended to dispose of all of his property (Byrnes v. Baer, 86 N. Y. 210), and this presumption is strengthened when it is considered in connection with the rule which frowns on even partial intestacy. Mills v. Tompkins, supra; Schult v. Moll, 132 N. Y. 122; Johnson v. Brasington, supra.

In this State the doctrine is firmly established that, in a will of personal estate, the testator is presumed to speak with reference to the time of his death. Lynes v. Townsend, 33 N. Y. 558.

On the subject of intent the testator is always a proper subject for analysis. The man under consideration at death had $7,990.80 in bank, and $13,930 in fifteen different investments, with some personal effects, which made a total estate of [508]*508$31,983.30. These investments were so shrewd that the final account showed an increase of $33,111.31, or a gross estate of $45,094.61, and without the loss of a cent. This splendid business showing on his part aids in the presumption that he had his will drawn the way he wanted it and used words to that end in their ordinary sense. A reference to the will shows how clearly the testator comprehended the objects of his bounty. He gave the correct names and addresses in various States of fourteen legatees with their degree of relationship to him, varying the size of the legacies presumptively in keeping with their necessities.’

At the very beginning of his will he says: “ I give * * * all my property,” and then names his relatives who are to have it, and then adds: “ and if after paying these bequests there should be a surplus left over it shall be paid to the above-named beneficiaries pro rata,” with one exception. If all the legatees had survived the testator they unquestionably would have taken his entire estate.

The will is dated March 13, 1901, and the testator died August 39, 1907, hence it may be assumed that his health was good when he made his will; and, • contemplating that some of so large a number of legatees might fail to survive him, he sought to provide against the contingency of partial intestacy by providing that those only who should survive him should share in his estate. He said to his executor: “ If after paying these bequests,” meaning payment to those legally entitled at distribution, “ there should be a surplus left over, it shall be paid to the above named beneficiaries pro rata,” meaning that those persons who survived him, thereby becoming “ beneficiaries,” should share, pro rata, in any “ surplus ” arising from lapsed legacies, unbequeathed property or increase.

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Related

In re the Judicial Settlement of the Account of Fidelity Trust Co.
16 Mills Surr. 320 (New York Surrogate's Court, 1916)
Jones v. Dow
138 N.Y.S. 1123 (Appellate Division of the Supreme Court of New York, 1912)

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8 Mills Surr. 504, 75 Misc. 47, 134 N.Y.S. 859, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-jones-nysurct-1911.