In re the Estate of Lesser

158 Misc. 895, 287 N.Y.S. 209, 1936 N.Y. Misc. LEXIS 1079
CourtNew York Surrogate's Court
DecidedApril 3, 1936
StatusPublished
Cited by5 cases

This text of 158 Misc. 895 (In re the Estate of Lesser) 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 Lesser, 158 Misc. 895, 287 N.Y.S. 209, 1936 N.Y. Misc. LEXIS 1079 (N.Y. Super. Ct. 1936).

Opinion

Wingate, S.

It may well be doubted that the testamentary draftsman who prepared the present will, and whose act must be imputed to the testator, had any clear perception at the time he fabricated the document of the variety of problems of interpretation which were being generated.

The first and second items directed the payment of debts and provided for the disposal of testator’s remains in a specified manner. The fourth bequeathed $1,000 to a daughter, the fifth attempted to cut off the wife with a $500 gift, the sixth disinherited three sons by reason of their alleged disloyalty and disrespect to the testator during his lifetime, the seventh gave a charitable legacy of $1,000, and the ninth appointed the executor. The wife has already elected to take against the will and the remaining items third and eighth are subjected to spirited attack in the present proceeding, in consequence of alleged invalidity, which, if sustained, would result in the frustration of four out of six of the expressed dispositive directions of the instrument.

The two items which are presently questioned read as follows:

“ Third. I hereby give and bequeath unto my executor hereinafter named or his successor or successors, the sum of one thousand dollars each, for each one of the children that may survive me, of my son Max Lesser, to be held, nevertheless, in trust for the following purposes:
[897]*897“ To pay said sums to the children, that may survive me, of my son, Max Lesser, on their respective twenty-first birthdays, provided these children are given a normal Jewish, liberal education including an ability to read Hebrew, up to and including at least their fourteenth year: and, further provided that the Jewish dietary laws are observed by their parents up to and including-the confirmation of these my present grandchildren: provided, however, that these my present grandchildren visit my grave at least once a year up to and including the twenty-first birthday of my youngest grandchild. If these conditions are not complied with to the complete satisfaction of my executor or his successor or successors, then the-funds herein bequeathed are to go to the Federation for the Support of Jewish Philanthropic Societies of New York City,’ whose office is at 71 West 47th Street, New York, N. Y.”
“Eighth. All the rest residue and remainder of my estate, whether the same be real, personal or mixed, and wheresoever the same may be situated, I hereby give, devise and bequeath to my grandchildren, who may survive me, the children of Max Lesser, provided in the opinion of my executor, his successor or successors, they and their parents have complied with all the terms and conditions of Section Number ‘ Third ’ herein above mentioned: otherwise, then, the funds herein bequeathed are to go to the ' Federation for the Support of Jewish Philanthropic Societies of New York City.’ ”

It is the contention of the sons whom the testator sought to disinherit, that both of these provisions are wholly void, and that in view of the wife’s- election against the will, the donative directions of the instrument are wholly inoperative except as to the sums aggregating $2,000 given in the fourth and seventh items, and that the balance of the estate passes as intestate. The special guardian for the legatees under the two quoted items, too, is not wholly happy about the situation and asserts that the conditions attempted to be imposed are void as against public policy and that his infants are entitled to enjoyment of their respective gifts relieved of them.

The argument of the respondents who assert total invalidity is primarily predicated on the hypotheses that the conditions specified in the will are conditions precedent, that the duration of the one concerning grave visitation is potentially measured by the minority of a child which may be born to testator’s children subsequent to his death, that in some rather illusively defined manner it is also measured by the lives of the parents of the identified grandchil[898]*898dren, and, finally, that the alternate gift to the charity is a “ contingent remainder ” which is incapable of effectuation upon the deletion of the primary gift. The assertion of each of these premises displays a somewhat imperfect comprehension of the applicable legal principles.

The last will first be considered. In this connection comment will be confined to the provisions of the eighth item, since, if the third were to be held invalid, it would not, of itself, result in intestacy, for the reason that since the portion of the estate intended to pass thereunder would simply fall into the residue and, if that has been validly given, would devolve according to its directions. (Riker v. Cornwell, 113 N. Y. 115, 124; Albany Hospital v. Albany Guardian Society, 214 id. 435, 446.)

Analyzing the provisions of the eighth it is obvious from the language employed that an outright present gift is made. The recipients thereof are named in the alternative. They are primarily the described children of Max Lesser, provided the conditions imposed meet with compliance; “ otherwise,” namely, upon a failure of the conditions, the property involved is to go to the specified charity. This is in no sense a remainder gift to the charity and no trust is involved, wherefore Matter of Silsby (229 N. Y. 396), cited by the respondents, is not applicable. The gift is a primary one which takes effect directly on the evenbuation of the specified contingency and is in all respects valid, being merely an alternate primary gift based on a condition.

It is, therefore, obvious that no matter which disposition the court may make in respect to the validity of the gifts to the grandchildren, the adult respondents will be entitled to nothing, and success in their other contentions could result only in diverting all of the property of the estate, other than that given under the fourth and seventh items, from testator’s blood relatives.

The remaining contentions of these parties are, however, in the opinion of the court, as fallacious as the one just considered. It is entirely true, as has frequently been remarked, that it is often difficult to determine whether a particular testamentary condition imposed is to be considered as precedent or subsequent. There is, however, a distinct preference in the law for a determination that an estate shall be held to be vested rather than the reverse (Riker v. Gwynne, 201 N. Y. 143, 149; Bowditch v. Ayrault, 138 id. 222, 228; Matter of Rossiter, 134 Misc. 837, 840; affd., 229 App. Div. 730; affd., 254 N. Y. 583; Matter of Cary, 154 Misc. 682, 683), and since under a condition subsequent the estate is deemed vested subject to possible future divestment in the event of non-compliance with the specified condition (Matter of Smallman, [899]*899141 Misc. 796, 801, 803 and authorities cited; Matter of Leonard, 143 id. 172, 176), it is the usual determination that “ if the act or condition required does not necessarily precede the vesting of the estate, but may accompany or follow it, and if the act may be as well done after as before the vesting of the estate, * * * then the condition is subsequent.” (Underhill v. Saratoga & Washington R. R. Co., 20 Barb. 455, 459; see, also, Matter of Baechler, 121 Misc. 691, 700; affd., 215 App. Div. 797.)

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Bluebook (online)
158 Misc. 895, 287 N.Y.S. 209, 1936 N.Y. Misc. LEXIS 1079, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-lesser-nysurct-1936.