In re the Estate of Morningstar

143 Misc. 620, 257 N.Y.S. 240, 1932 N.Y. Misc. LEXIS 1077
CourtNew York Surrogate's Court
DecidedApril 25, 1932
StatusPublished
Cited by4 cases

This text of 143 Misc. 620 (In re the Estate of Morningstar) 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 Morningstar, 143 Misc. 620, 257 N.Y.S. 240, 1932 N.Y. Misc. LEXIS 1077 (N.Y. Super. Ct. 1932).

Opinion

Wingate, S.

It may reasonably be doubted whether those persons other than the actual litigants, if any, who read judicial opinions relating to testamentary construction, have ever realized that the process therein unfolded bears a striking similarity to a certain type of ever popular mystery fiction of the present day. The task of the central figure in these romances is to determine the perpetrator of a given criminal act, while that of the court, in testamentary interpretation, is to ascertain what disposition of his property a particular decedent desired to effect on the date when he executed his will.

The police officer or other sleuth in his quest seeks to glean all possible information from the crime perpetrated, and to assemble clews which may throw some light on the identity of the one guilty of its commission. With these bases of deduction he then employs his knowledge of human nature and customary behavior, if any, in an effort to make a correct judgment as to the identity of the perpetrator.

In some respects the task of the court is more difficult. For it the corpus delicti is the testamentary document, and from this, and the circumstances surrounding the testator at its execution, in so far as they are ascertainable or are more or less grudgingly disclosed in evidence, it must seek to deduce what was in the mind of the testator at the time he executed it. “ It is the testator’s mind we seek to read. * * * To interpret this intent we may consider the circumstances known to him when the will was made, and we may search the will itself for any language that may give us fight.” (Per Andrews, J., in Matter of Neil, 238 N. Y. 138,140.) If these fail to lend a preponderance of probability to one of two or more conflicting possibilities of testator’s mental attitude at the critical time, the only recourse of the court is to attempt to place himself in the situation of the testator at the moment of the performance of the testamentary act, and to decide what effects he would have envisaged by the use of the particular language employed if circumstanced as the testator then was. This is merely a practical application of the familiar thought that the acts and mental attitude of the individual who is subjected to analysis are presumed to have been those of the universally applauded but never encountered “ average reasonable man.”

[622]*622It is precisely at this point, however, that the real difficulty of testamentary interpretation arises. While reversing the process of the “ man about town ” in O. Henry’s familiar story, it is probable that every court, not afflicted with an inferiority complex, would admit that the mental processes of this spectral figment of legal fancy were fully comprehended by the person who daily faces him in his mirror, it by no means follows that any other court will entertain the same views respecting the probable reactions of this prototype of the populace.

Since the dawn of English chancery procedure, efforts have been made by learned and well-meamng judicial officers to erect signposts along the road of testamentary interpretation in an effort to standardize the legal concepts of normal conduct and to place in neatly labled categories the more commonly encountered methods of conferring testamentary benefits. These well-intentioned aids for the unfortunate judges who are presumed to be abnormal in their inability to appreciate the customary motives and aspirations of mankind, are termed the canons of construction. If they be enumerated and analyzed, however, it will be found that some one of these can almost always be cited as an authority for a diverse determination on given language and facts from that which would be reached by the application of another. It is perhaps for this reason that the tribunals which have from time to time enunciated them, have usually been careful to note that any particular canon ” becomes inoperative if in conflict with the apparent intent of the testator. This means little more than that a court is at liberty to disregard the signposts if he is satisfied that the correct route leads in a different direction.

The first step in the act of interpretation is to wholly discard from the mind every act and event which has occurred since the date on which the will was executed. The testator was not endowed with the gift of prophesy, and if the court isTo attempt to place itself in his mental position, it must abandon the superiority over him which its knowledge of later happenings would give it. This truism has been repeated on innumerable occasions, perhaps never elsewhere so clearly as in Morris v. Sickly (133 N. Y. 456, at p. 459): “ Clearly, circumstances occurring long after the execution of a will could not have been within the contemplation of the testator, and could, therefore, throw no light upon the meaning of language which he then used. While a will is in some sense ambulatory as to the objects and subjects with which it deals, yet it is not ambulatory as to the meaning of the language used by the testator and the intention and purpose which controlled the disposition of his property. That intention and purpose must be found to exist at [623]*623the time of the execution of the will, and cannot be varied or changed by any after-occurring events.” (See, also, Matter of Kirkman, 134 Misc. 527, 529; Matter of Gargiulo, 138 id. 90, 99; Matter of Smallman, Id. 889, 896; Matter of Lilienthal, 139 id. 225, 230; Matter of Sheffer, Id. 519, 522; Matter of Tuozzolo, 141 id. 251, 253; Matter of McCafferty, 142 id. 371, 373-375; Matter of Mehler, 143 id. 63, 64; Matter of Shevlin, Id. 213.)

The critical date on which the state of the mind of the present testator, Charles Morningstar, is important, is July 19, 1881, twenty-three days before his death. As disclosed by documents on file in this court, of which judicial notice may be taken (Matter of Surpless, 142 Misc. 48, 50, and cases cited), he was a widower, with three living children, Flora Josephson and Joseph Morningstar, who were of age, and Benjamin Morningstar, an infant of sixteen. One of his children, Lucy Josephson, was dead, leaving a daughter, Bertha, who was at this time nine years of age. So far as is material for present purposes, there were also living at this time two infant grandchildren of the testator, Edgar and Walter, the children of his daughter, Flora.

The will dir'ected the payment of general legacies aggregating $6,500, of which $1,500 was given to charity, $1,000 to employees, $1,000 each to a niece, a sister and a sister-in-law, and $500 each to another sister, another niece and a friend. Three annuities were given; the first of $250 to a sister, Betty Straus, one of $600 to a sister, Mary Loeb, and the final one, of $150 to a sister-in-law, Fanny Nachod. The entire residue of the estate was erected into a trust limited on the lives of his sons Benjamin and Joseph, but to terminate in any event on Benjamin attaining the age of twenty-one, or if he predeceased that age, when Joseph reached the age of twenty-six. This trust provided that testator’s sister Betty should preside over the household and receive $6,000 annually for its maintenance, that testator’s business should be continued, and from its profits annual sums in graded amounts be paid to or for his three children, and his grandchild, Bertha, daughter of his deceased daughter, Lucy, any profits in excess of these aggregate sums to be paid to his children and this grandchild in the proportions of three shares to each child and one share to the grandchild.

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Bluebook (online)
143 Misc. 620, 257 N.Y.S. 240, 1932 N.Y. Misc. LEXIS 1077, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-morningstar-nysurct-1932.