In re the Estate of Mulqueen

124 Misc. 705, 208 N.Y.S. 518, 1925 N.Y. Misc. LEXIS 687
CourtNew York Surrogate's Court
DecidedFebruary 25, 1925
StatusPublished

This text of 124 Misc. 705 (In re the Estate of Mulqueen) 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 Mulqueen, 124 Misc. 705, 208 N.Y.S. 518, 1925 N.Y. Misc. LEXIS 687 (N.Y. Super. Ct. 1925).

Opinion

Foley, S.:

This proceeding is brought for a construction of the will. The questions directly involved are: (1) Was Carr Mulqueen, the testator’s infant son, who was born after the execution of the will, provided for, or in any way mentioned in the will, as required by the provisions of section 26 of the Decedent Estate Law, so as to preclude him from taking his intestate share? (2) On the other hand, is he entitled to his intestate interest in the property of the decedent under the language of that section?

Section 26 of the Decedent Estate Law reads as follows: •

“ Child born after making of will. Whenever a testator shall have a child bom after the making of a last will, either in the lifetime or after the death of such testator, and shall die leaving such child, so after-born, unprovided for by any settlement, and neither provided for, nor in any way mentioned in such will, every such child shall succeed to the same portion of such parent’s real [706]*706and personal estate, as would have descended or been distributed to such child, if such parent had died intestate, and shall be entitled to recover the same portion from the devisees and legatees, in proportion to and out of the parts devised and bequeathed to them by such will.”

The will of the testator was executed on July 18, 1905. The infant respondent in this proceeding was born June 27, 1906. In addition to the infant, the testator was survived by hjs widow and two daughters. Under the provisions of the will all the real and personal property was bequeathed to the widow, and she was appointed sole executrix. There was an alternative disposition, which provided that in the event of the death of my said wife before me,” the entire estate' was given to a trust company in trust, to divide the same into three equal parts. The life tenants were his three children living at the date of the execution of the will.

Selecting the trust for the benefit of the son Gilroy as typical of the others, the will provided that in case of his death leaving issue, the remainder vested in his issue. In the event of his death without issue, the testator provided: “ * * * then I direct that the income, rents and profits of his said one-third share in my estate shall be accumulated until my youngest child living at the death of said Gilroy Mulqueen reaches the age of twenty-one years, when said accumulations of income, rents and profits shall be paid to my children equally, share and share alike, or to the survivor of them. However, should there be "only one child living at the time of the death of my said son, Gilroy, then the income, rents and profits of his said one-third share shall be accumulated during the minority of said surviving child, and upon his or her arriving at the age of twenty-one years, then the whole of the accumulations of said income, rents and profits shall be paid to him or her. That thereafter the total net annual income, rents and profits of the said one-third share of said Gilroy Mulqueen shall be paid annually, in quarterly instalments, to my children equally, share and share alike, or to the survivor, of them, until the youngest child reaches the age of twenty-five years, when one-third of the principal of said one-third share of Gilroy Mulqueen' is to be paid to my children equally, share and share alike, or to the survivor of them. And the total net annual income, rents and profits of the remaining two-thirds of said one-third share of said Gilroy Mulqueen shall be paid annually, in quarterly instalments to my children equally, share and share alike, or to the survivor of them, until the youngest child reaches the age of thirty years, when another one-third of the principal of said one-third share of said Gilroy Mulqueen shall be paid to my children equally, share [707]*707and share alike, or to the survivor of them. And the total net annual income, rents and profits of the remaining one-third of said Gilroy Mulqueen shall be paid annually, in quarterly instalments to my children equally, share and share alike, or to the survivor of them, until the youngest child reaches the age of thirty-five years, when the whole of the principal of the remaining one-third share of the said Gilroy Mulqueen shall be paid to my children equally, share and share alike, or to the survivor of them.” (Italics mine.)

The two remaining residuary trusts, in exactly similar language, were created for the benefit of his daughters, Estelle and Mary, respectively.

Under the language of the will and the provisions of section 26 of the Decedent Estate Law, I hold that Carr Mulqueen, the son of the testator who was born subsequent to the date of its execution, is provided for and mentioned in the will. As an after-born child he was clearly included in the gift to the “ children ” of the testator mentioned in the clause recited above, and, therefore, both statutory alternatives of mention or provision were complied with. The fundamental object of this section, as declared by Judge His cock in McLean v. McLean (207 N. Y. 365, 371), “ is to guard and provide against such testamentary thoughtlessness and lack of vision as prevent a testator from contemplating the possibility of after-born children and taking such possibility into account in framing a scheme for the testamentary disposition of his property.” Again in Tavshanjian v. Abbott (200 N. Y. 374) Judge Gray stated: It was intended to provide a rule by which an intent to disinherit must appear from the will itself.” An instruction of caution is also imposed in Tavshanjian v. Abbott (supra) that if there is any doubt as to the construction to be given to this will it should be- resolved in favor of the testator’s children, upon the soundest principles of justice.” The remoteness and uncertainty of the vesting of the gifts for the after-born child are not relevant. So long as the latter is mentioned or provided for in any way, the requirements of the statute are satisfied.

In construing a will somewhat similar to that here, the courts, in Holbrook v. Holbrook (193 App. Div. 286; affd., 230 N. Y. 600), ruled that the after-born child had no intestate interest in the estate. In that case the gift, as here, was of the entire estate to the widow, if she survived. If she predeceased the testator the will directed that all the property be given to his issue. The Appellate Division, Second Department, held that the testator, under this language, must have had in mind the case of children born after the making of the will, for the after-born child was [708]*708included within the class of issue. The Court of Appeals affirmed that decision without opinion. Again in McLean v. McLean (supra) the gift was to the testatrix’s husband in trust, and upon his death to my issue him surviving.” The court held that the requirements of the statute for mention of an after-born child were satisfied by a provision for them as a class.

Wormser v. Croce (120 App. Div. 287) is another example of a gift to a class where the subsequent-born child was held to be included within it. In the will there the entire estate was given to the wife, the preamble of the will reading that the testator was desirous of making a just distribution of my property among the members of my family.” It was held that the word “ family ” included children and mention was, therefore, made of an after-born child.

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Related

Tavshanjian v. . Abbott
93 N.E. 978 (New York Court of Appeals, 1911)
Holbrook v. . Holbrook
130 N.E. 909 (New York Court of Appeals, 1921)
McLean v. . McLean
101 N.E. 173 (New York Court of Appeals, 1913)
Stachelberg v. . Stachelberg
85 N.E. 1116 (New York Court of Appeals, 1908)
Wormser v. Croce
120 A.D. 287 (Appellate Division of the Supreme Court of New York, 1907)
Stachelberg v. Stachelberg
124 A.D. 232 (Appellate Division of the Supreme Court of New York, 1908)
Crocker v. Mulligan
154 A.D. 711 (Appellate Division of the Supreme Court of New York, 1913)
Holbrook v. Holbrook
193 A.D. 286 (Appellate Division of the Supreme Court of New York, 1920)

Cite This Page — Counsel Stack

Bluebook (online)
124 Misc. 705, 208 N.Y.S. 518, 1925 N.Y. Misc. LEXIS 687, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-mulqueen-nysurct-1925.