In re the Estate of Mortimer

147 Misc. 543, 264 N.Y.S. 229, 1933 N.Y. Misc. LEXIS 1128
New York Surrogate's Court·Decided April 28, 1933·Published·Cited by 1 cases

Opinion

Delehanty, S.

By the seventh paragraph of his will testator created a trust in one-half of his residuary estate for the benefit of his son and upon his son’s death directed a distribution of the principal “ to and among his lawful issue share and share alike.”. The life tenant has been survived by children now living who themselves have living children. The word issue ” in the quoted phrase was not intended by testator to authorize grandchildren and their children to share equally. His will is instinct with the contrary thought. It shows that equality of distribution was the dominant thing in his mind. While in the instant case each grandchild has only one child, the interpretation sought by the special guardian would be applicable if only one grandchild had issue or if there were disparity of number of great-grandchildren in the respective stocks. A per capita distribution in such circumstances would defeat the plan of equal treatment. That plan requires the exclusion of children whose parents are living. The infants here have no interest in the estate. (Matter of Durant, 231 N. Y. 41.)

Submit decree on notice construing the will accordingly.

Free access — add to your briefcase to read the full text and ask questions with AI

In re the Estate of Mortimer, 147 Misc. 543, 264 N.Y.S. 229, 1933 N.Y. Misc. LEXIS 1128 (N.Y. Super. Ct. 1933).

147 Misc. 543 (In re the Estate of Mortimer) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

In re the Accounting of Gulden
186 Misc. 1059 (New York Surrogate's Court, 1946)