In re the Estate of McLaughlin

2 Bradf. 107
New York Surrogate's Court·Decided March 15, 1852·Published·Cited by 2 cases

Opinion

The Surrogate.

The testator made the following devise and bequest: “ I hereby give, devise, and bequeath, to my dearly beloved wife, Sally Ann, my house and lot 115 Elizabeth Street, in the city of Hew York, with all my household furniture, to her during her widowhood, until my youngest son shall have arrived at full legal age, when I hereby direct the same to be sold by my executors, at private sale, or at public auction, in their discretion; and after paying from the proceeds of said sale the sum of five hundred dollars to my said wife, Sally Ann, provided she be my widow, sole and unmarried,—and which sum of five hundred dollars I hereby give to her from such sale, upon my said youngest son arriving at full age, and she my said wife remaining my widow; and after paying the sum of one hundred and fifty dollars from the proceeds of such sale to my daughter, Harriet, and which I hereby give to her; and after paying the sum of one hundred and fifty dollars from the proceeds of such sale, to my daughter, Zillah, and which I hereby give to her; I then hereby will and direct, that all the rest, residue and remainder, the proceeds of such sale be equally divided among my seven sons, &c., share and share alike, and which I hereby give, devise and bequeath, to them accordingly.” After sundry legacies to his wife and children, he then concludes the will thus, “ And, in the last place, I hereby give, devise, and bequeath, all the rest, residue, and remainder, of my [113] estate, not herein and hereby devised, to my said wife, Sally Ann, to her heirs, executors, administrators, and assigns, forever, hereby declaring that the aforesaid devises to my said wife are in lieu and instead of all dower,” &c. His wife was nominated his executrix, and his son William executor.

The testator died in May, 1847, and his widow in November, 1848, leaving three of their surviving children minors, and who are still under age. The assignee of three of the parties entitled to legacies out of the proceeds of the house 115 Elizabeth street, has cited the surviving executor to account, on the ground that on the death of the ■widow the time arrived when the premises should be sold and the proceeds divided, according to the terms of the will. He also insists that the executor should account for the rents and profits from November, 1848, to the present period.

There is no devise of the land, or of the rents, to the executor; and the direction to sell, though positive and absolute, is conditional as to time, and is a mere power in trust, which does not break the descent. (2 R. S. 3d ed., p. 14, § 56; Sharpsteen vs. Tillou, 3 Cowen, 651; Jackson vs. Schauber, 7 Cowen, 187; Jackson vs. Winne, 7 Wendell, 47.) Laying the power aside for a moment, the will contains an express devise to the wife during her widowhood, until the youngest son attain 21, and then there is no other disposition of the property, apart from the power, except the general residuary devise to the widow. If real estate be specifically devised, and the devise does not take effect from the incompetency of the devisee to take, or from a lapse by the death of the devisee in the testator’s life-time, or from a partial revocation of the will, the property is excepted from the effect of the residuary clause, and descends to the heir at law. (James vs. James, 4 Paige, 115; Van Kleeck vs. Dutch Church, 6 Paige, 600.) But independent of the power, there is no other devise in the present will, except to the wife. There is no specified gift, or [114] charge, which has failed, so that the heir could claim the benefit of the intended exception from the residuary clause, and of its failure as an invalid or ineffectual devise. But whether the devise to the widow during her widowhood, until the youngest son should attain 21, amounted to a term during his minority y or whether the widow’s interest ceased under this provision on her death (Carter vs. Church, 1 Ch. Ca., 113; Levet vs. Needham, 2 Vern., 138; Manfield vs. Dugard, 1 Eq. Ca. Ab., 195,fol. 4); or, on the latter supposition, whether the estate q>assed to the heirs, or to the widow under the residuary devise, it is not now necessary for me to consider; for, the legatees of the proceeds of the real estate have no right to their bequests until the power can be executed, and it makes no difference to them who has the property while the power is in a state of suspense. The only question, therefore, is, whether the time has arrived for the execution of the power. This, like all questions arising on the construction of wills, is to be determined by the intention of the testator; and the intention depends upon the language of the particular provision in question, and a comparison of this with other clauses of the will, tending to illustrate and elucidate the general scope and object of the instrument.

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In re the Estate of McLaughlin, 2 Bradf. 107 (N.Y. Super. Ct. 1852).

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