In re the Estate of Kelly

153 Misc. 445, 274 N.Y.S. 488, 1934 N.Y. Misc. LEXIS 1681
New York Surrogate's Court·Decided October 4, 1934·Published·Cited by 1 cases

Opinion

Slater, S.

This is an application by the administratrix c. t. a. for a construction of the will of Mary E. Kelly, deceased.

Decedent was a resident of New Rochelle, N. Y., and died there on September 6,1931, Her sole next of kin are eight second cousins. She left a last will and testament dated April 18, 1917, and two codicils thereto, dated, respectively, July 28, 1920, and September 7, 1923, which were duly admitted to probate on February 23, 1932. Thereafter, a fourth paper writing, dated January 9, 1928, purporting to be a testamentary disposition of the property of decedent, was discovered and a petition praying for the reprobate of said will and the two codicils thereto, together with the said fourth paper writing, was duly presented to this court. On April 27, 1934, a decree was made ratifying and confirming all previous proceedings and admitting the four paper writings to probate as the last will and testament of said decedent. Letters testamentary were issued to the executors named in said will on February '23, 1932, Thereafter, one of the executors, Elizabeth Madden, resigned, and her letters were revoked on July 18, 1932. The other executor, William Rafferty, died on April 28, 1933. On August 19, 1933, letters of administration with the will annexed were issued to the petitioner herein. The decree of April 27, 1934, extended the letters of administration with the will annexed to include the paper writing dated January 9, 1928.

Decedent, during her lifetime, was employed as a teacher in the public schools of the city of New York, and at the time of her death was about eighty-nine years of age. The will and the three codicils are holographic in form. The will and the first two codicils are alleged to be in the handwriting of the decedent. The fourth instrument, excepting as to the signature of the said Mary E. Kelly, is alleged to be in the handwriting of some other person.

[447]*447The sum total of the cash legacies contained in the four instruments comprising decedent's last will and testament is $31,100. Of this amount, $14,150 is given to various Catholic charities; $500 for the care of her grave in Calvary Cemetery; $450 for masses for the decedent, her father and mother and two brothers, and the balance to various relatives and friends of the decedent.

At the time of her death, decedent left real and personal property of the gross value of approximately $11,000.

The first question relates to the validity of the provision contained in paragraph seventeenth of the will, which reads as follows:

“ Seventeenth. I give and bequeath all my china, silverware, glassware, pictures, books and other articles, enumerated in a memorandum, to my executors hereinafter named, in trust nevertheless to give the same to, and distribute the same among, the persons set forth in said memorandum as therein provided."

The memorandum referred to was not found among the effects of the deceased. I hold the provision void as a testamentary disposition of property. (Dec. Est. Law, § 16; Reynolds v. Reynolds, 224 N. Y. 429; Matter of Fowles, 222 id. 222; Matter of Judge, 141 Misc. 254; Matter of Angle, 147 id. 445.)

The next question to be considered is whether certain bequests to persons and charitable institutions are accumulative or substitutionary.

Paragraph nineteenth of the will reads as follows:

Nineteenth. I give and bequeath to the Catholic Church Extension Society of the United States of America, an institution incorporated under the laws of the State of Illinois, whose general office is at present located in the City of Chicago the sum of one thousand dollars, for a church and altar."

Paragraph IIII of the second codicil reads as follows:

IIII. I wish to bequeath five hundred dollars ($500) more to the Catholic Church Extension Society mentioned in Paragraph 19 of my last will and testament."

Paragraph VI of the same codicil reads as follows:

VI. I bequeath five hundred dollars ($500) to Church Extension for charitable purposes. The above mentioned in my last will and testament and Paragraph 19."

Paragraph XIIII of the same codicil reads as follows:

XIIII. I give and bequeath to the Catholic Church Extension Society of the United States of America, an institution incorporated under the laws of the State of Illinois and whose general offices are at present located in the City of Chicago the sum of five hundred dollars for charitable purposes among the missions. Same society mentioned in my last Will and Testament."

[448]*448The rule relating to the repetition of legacies was laid down by Chief Justice Kent in Dewitt v. Yates (10 Johns. 156, 158) as follows: “ The general rule, on this subject, from a review of the numerous cases, appears evidently to be, that where the sum is repeated, in the same writing, the legatee can take only one of the1 sums bequeathed. The latter sum is held to be a substitution, and they are not taken cumulatively, unless there be some evident intention that they should be so considered, and it lays with the legatee to show that intention and rebut the contrary presumption. But where the two bequests are in different instruments, as by will in the one case, and by a codicil in the other, the presumption "is in favor of the legatee, and the burden of contesting that presumption is cast upon the executor. The presumption either way, whether against the cumulation, because the legacy is repeated in the same instrument, or whether in favor of it, because the legacy - is by different instruments, is liable to be controlled and repelled by internal evidence, and the circumstances of the case.”

In order to determine whether the four bequests to the Catholic Church Extension Society are substitutionary or accumulative, it is necessary to gather the intent of the testatrix from her will. The will discloses it. The first bequest of $1,000 is for a church and altar. (Italics mine.) The second bequest is $500 more. (Italics mine.) The third bequest is $500 for charitable purposes (italics mine), and the fourth bequest is for charitable purposes among the missions. (Italics mine.)

I hold that the legacies are accumulative. (Southgate v. Continental Trust Co., 36 Misc. 415; affd., 74 App. Div. 150; affd., 176 N. Y. 588; Matter of Moore, 131 App. Div. 213; Matter of Wade, 120 Misc. 480; Dewitt v. Yates, supra; 40 Cyc. 1560, 1561, 1562; 2 Roper & White, Legacies, 995; Second National Bank & Trust Company v. Borden, 113 N. J. Eq. 378; 167 A. 224.)

Paragraphs twentieth and twenty-first of the will read as follows:

“ Twentieth. I give and bequeath to the Association of Catholic Charities (Ladies of Charity) of New York City, the sum of five hundred dollars.
“ Twenty First. I give and bequeath to the Parish Auxiliaries Association of Catholic Charities, in trust with William A. Courtney, Director of Catholic Charities, or his successor, for an emergency fund, the sum of one thousand dollars.”

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In re the Estate of Kelly, 153 Misc. 445, 274 N.Y.S. 488, 1934 N.Y. Misc. LEXIS 1681 (N.Y. Super. Ct. 1934).

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