In re the Estate of Quigley

37 Misc. 2d 320, 236 N.Y.S.2d 180, 1963 N.Y. Misc. LEXIS 2389
CourtNew York Surrogate's Court
DecidedJanuary 8, 1963
StatusPublished
Cited by14 cases

This text of 37 Misc. 2d 320 (In re the Estate of Quigley) 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 Quigley, 37 Misc. 2d 320, 236 N.Y.S.2d 180, 1963 N.Y. Misc. LEXIS 2389 (N.Y. Super. Ct. 1963).

Opinion

George W. Pratt, S.

Construction of paragraph fourth of decedent’s Avill is sought by the petitioner executor. In order to construe such paragraph it is also necessary to consider paragraphs second and third. These paragraphs read as follows :

‘ ‘ second : I give, devise and bequeath to my son, Harry Quigley, and my daughter, Margaret Quigley Minnear, share and share alike, all of my property, real, personal and mixed, of Avhich I die seized and possessed and Avherever situate.
‘ ‘ third : It is my desire and I direct that my son, Harry Quigley, shall have the right, if he so desires, to purchase the business now operated by me in the Quigley Block at Painted Post, New York at ninety per cent (90%) of the value of such business as shoAvn upon the inventory for the income tax return at the end of the previous year.
[321]*321“■ fourth : It is my desire and I likewise direct that my son, Harry Quigley, shall have the right, if he so desires to purchase the Quigley Block located on the southwest corner of Hamilton and West Water Streets in the Village of Painted Post, New York at the agreed price and value of Six Thousand Dollars ($6,000.00). In case he desires to purchase the said building, as aforesaid, he shall receive a deed thereof and is to give a bond and mortgage to Margaret Quigley Minnear in the sum of Three Thousand Dollars ($3,000.00), with interest at five per cent, the principal sum to be payable within five years.”

Extrinsic evidence has been permitted to show the conditions at the time of making the will in 1936 in order to determine the intention of the testatrix. Ordinarily the circumstances are those which existed at the time the will was made. (Cornell v. Van Wormer, 134 App. Div. 767, 770; Odell v. Uhl, 116 N. Y. S. 185.)

But this is not always so. In the case of Matter of Winburn (139 Misc. 5, 10) Surrogate Slater said: “ The will does not speak as of the time of its execution but speaks as of the time of the death of the testator. Intention of the testator is to be determined from the language of the will as construed in the light of facts and circumstances.” (See, also, Matter of Hoffman, 201 N. Y. 247, 255, modfg. 140 App. Div. 121, affg. 65 Misc. 126.)

Two questions here present themselves. First, is the right given to Harry Quigley under paragraph fourth a purely personal right to him? Second, is there anything in the will which shows a contrary intention to overcome the inference or presumption given by section 29 of the Decedent Estate Law?

Petitioner in urging that such right is purely personal, cites Matter of Champion (15 N. Y. S. 768). In that will the testator gave John Donohue the first refusal to rent his store at $30 per month during the lifetime of his wife and upon her death to have the first opportunity to purchase such real estate under conditions set forth in the will, among which was payment of a legacy of $1,000 to Mary McCutcheon. Mary McCutcheon died before the testator and the Surrogate held that not being a child or other descendant the $1,000 legacy to Mary McCutcheon lapsed. John Donohue thereupon claimed that under the will his relation to the property is that of a devisee and that the lapsed legacy of Mary McCutcheon sank into the land to his benefit. In the residuary clause, John Donohue was also bequeathed $1,000 and the Surrogate held that his interest was a beneficial right and privilege and that he must take by deed from the executors and not by the will; that he did not receive a beneficial gift of the prop[322]*322erty charged with the payment of a mortgage and legacy as mentioned.

It is pointed out in the ease at bar that Harry Quigley had predeceased the testatrix and left two children him surviving.

Petitioner also, in support of her position cites Matter of Hauser (50 N. Y. S. 2d 709). In that will the testator gave and granted to Robert J. Hewson the exclusive right to purchase his real property at any time within one year after his death for whatever sum said property shall have been appraised by his appraisers. Surrogate Taylob, in construing that will, held (p. 710) that while it was “ a beneficial right or privilege ” it was also an option to purchase and he points out that this option did not prevent the vesting of title in the residuary devisee but that this would be subject to the exercise by the executrix of the imperative power of sale necessarily comprehended within the paragraph construed. In that will the executor was given a general power of sale. The Surrogate held that this did not suspend the power of alienation and did not violate the perpetuities rule, the will being challenged on those grounds. Apparently Hewson was not a descendant and section 29 of the Decedent Estate Law was not involved in the Hauser case. The question there involved was purely under section 42 of the Real Property Law on the suspension of the power of alienation which at that time was two lives in being with a contingency for minors.

The Surrogate in construing the Hauser will and in determining that the suspension of alienation was not unlawful reasoned that the testatrix intended to give the right of purchase to Hewson personally because otherwise the “ Ninth” clause of the Hauser will, in which there was a power of sale, would be more or less surplusage. The Surrogate also pointed out (p. 712) that it was not stated that the option was to be given to him ‘“his distributees and assigns ’ nor are there any other words indicating in the slightest degree that this option may be assigned or disposed of by Hewson in any manner, testamentary or otherwise. ’ ’

It must be pointed out in the case at bar that in construing a will, presumption exists that the draftsman of the will was acquainted with the provisions of section 29 of the Decedent Estate Law, and such knowledge was imputed to the testatrix. (Matter of Northrip, 168 Misc. 542, revd. 258 App. Div. 71, aFfd. 282 N. Y. 797; Matter of Depeirris, 110 App. Div. 421; Matter of Riecke, 165 Misc. 566.)

Anri it has also been held that the testatrix is presumed to have had knowledge of all the statutory provisions applicable, namely, section 29 of the Decedent Estate Law and section 202 [323]*323of the Surrogate’s Court Act. (95 C. J. S., Wills, p. 901; Matter of Greenberg, 141 Misc. 874.)

Section 29 of the Decedent Estate Law creates only an inference or presumption of intention of the testator to benefit a descendent of a legatee, and is inapplicable where the testator’s instrument gives evidence of a contrary intention. (Matter of Loeb, 34 N. Y. S. 2d 65, 67; Matter of Agrella, 175 Misc. 456.)

It has been held that options for the purchase of real property, though exercisable during a period not measured by two lives in being, do not suspend the absolute power of alienation, where there are persons in being who, by united action, can convey an absolute fee in possession. (Epstein v. Werbelovsky, 193 App. Div. 428, affd. without opinion 233 N. Y. 525.)

The question of suspension of alienation having been here raised indirectly by petitioner it is held it does not apply, there being persons in being who by united action could convey an absolute fee.

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Bluebook (online)
37 Misc. 2d 320, 236 N.Y.S.2d 180, 1963 N.Y. Misc. LEXIS 2389, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-quigley-nysurct-1963.