In re the Estate of Shapiro

134 Misc. 363, 236 N.Y.S. 280, 1929 N.Y. Misc. LEXIS 1204
CourtNew York Surrogate's Court
DecidedMay 11, 1929
StatusPublished
Cited by4 cases

This text of 134 Misc. 363 (In re the Estate of Shapiro) 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 Shapiro, 134 Misc. 363, 236 N.Y.S. 280, 1929 N.Y. Misc. LEXIS 1204 (N.Y. Super. Ct. 1929).

Opinion

O’Brien, S.

This testator died in February, 1927. He left a will which was duly admitted to probate. He had no children. He left surviving him a wife, a brother, two sisters and several nephews and nieces. The executors having filed a voluntary intermediate accounting, request a construction of the will. The questions raised involve particularly the 7th paragraph of the will, which purports to dispose of the residue and remainder of testator’s estate. Upon the construction to be given this paragraph and upon the determination of the various questions raised, the validity of the disposition of the residue and remainder of all testator’s estate must stand or fall. The paragraph in question reads as follows:

“ Seventh. All the rest, residue and remainder of my estate, real, personal or mixed, wherever situated, I give, devise and bequeath to my executors, in trust, however, for the following uses and purposes.

“ (a) To receive all rents, profits and income of my said estate and to pay out the same to my beloved wife, Dora, during the term of her natural life, the sum of Seventy-five hundred ($7,500) dollars yearly; to my brother, William for life, the sum of Twelve hundred and fifty ($1,250) dollars yearly; to my nephew, Rev. Sholom M. Shapiro, for fife, the sum of Twelve hundred and fifty ($1,250) dollars yearly; to my sister, Senia Klemans, for fife, the sum of Twelve hundred and fifty ($1,250) dollars yearly. All of the above payments to be made in such installments, as my executors; shall deem necessary and proper. Should the provision for my brother William be insufficient in the opinion of my executors, to^ support him, owing to his continued illness, my executors are hereby authorized to increase said allowance in their discretion.

(b) The rest and remainder of my estate together with the accumulated income and profits thereon, shall, upon the (and the beneficiaries mentioned in Par.

(1 Seventh ’ Sub. Div. (a)

decease of my wife / be distributed among such charitable, benevolent and educational institutions and in such sums, as my beloved wife Dora may "by her last will and testament designate, and in the event of her failure to make such designation, my estate shall be distributed between the • institutions named in paragraph ‘ Third ’ of this my will, in amounts proportionate to the bequests therein stated.”

[365]*365Testator’s brother William, one of the annuitants or beneficiaries named in this paragraph, died subsequently to the probate of the will. The other annuitants and beneficiaries are living. The contention is made on the one side that the provisions contained in said paragraph 7 are invalid and illegal for the following reasons:

“ 1. Because of its clear and unambiguous language the will suspends the power of alienation for more than two lives in being, to wit, for four fives.

“ 2. Because there is an utter absence of proof within the will itself of an intent to create separate and independent trusts, the principals of which were to be liberated from the trust within not more than two fives.

“ 3. Because the executors in trying to read into the will words not mentioned or intended find themselves in the ridiculous position of self contradiction with respect to their arbitrary and unsupported interpretation.

“ 4. Because the affirmative proof within this will (aside from its clear and unambiguous language) show that the testator intended one indivisible trust which was to continue until, as he said, the death of his wife and the three beneficiaries named. The provision for the increase of William’s allowance negatives the intention to create separate and independent trusts, and the provision for accumulation upon a single fund negatives distinct shares, since the testator, had he intended distinct shares, would have provided .for the distribution of the accumulation upon such distinct shares.

“ 5. Because the decisions of the courts of this State on practically identical fact situations show clearly that this trust is invalid. The weak attempts to find expressed support within the will for the forced theory of separate trusts are themselves the best evidence of the absence of such expressed intent.”

Tersely expressed, the objection is a single one. It is the claim that the entire residuary clause is invalid in that the annuities are for the benefit of the four beneficiaries mentioned and in that, under the language used in said paragraph, there is an illegal suspension of the power of alienation for more than two fives in being, namely, for four fives. Before entering into the discussion of the argument adduced for and against the validity of this provision, and having in mind the fundamental rule of construction that the testator’s intention must govern, it is appropriate to refer to the whole tenor of testator’s will. In passing it may be noted that the instrument attests the fact that the testator was moved by most admirable impulses that embraced within the generosity of his heart not only those in his immediate household, but more distant relatives and most worthy charities of many and varied kinds, [366]*366extending so far as his native village in Lithuania. In paragraph 2, subdivisions (a) to (g), he gives general legacies to his brother, to his sister, to various nephews and nieces, and to daughters of his nephew; and by paragraph 3 he gives general legacies to specific charities, including therein the Montefiore Home for Incurables, to Beth David Hospital, Mount Sinai Hospital, Beth Israel Hospital, Deborah Consumptive Belief Society, Daughters of Jacob, Talmud Torah School in East Broadway, Talmud Torah School and a free loan association in his native town of Zosli (in a provision alternative to the provision for the last two beneficiaries, he names the Zosli Unterstutzung Verein of the city of New York), Jewish Society of Palestine, and finally the building fund of the New Jewish Seminary, or University, on Washington Heights, New York city. In the 4th paragraph he makes a bequest to the descendants ” of Lippe Cherne Shapiro Association, $15,000 in trust to carry out certain purposes. In the 5th paragraph he makes a further bequest to the “ descendants ” of the Lippe Cherne Shapiro Association of $10,000 for certain specified purposes. In the 6th paragraph he devises four certain pieces of real estate to his wife and also bequeaths to her a mortgage on certain property located in Parksville. The 7th paragraph we have quoted in full. The remaining paragraphs do not set forth bequests or devises, but cover certain routine matters customarily found in wills. In paragraph 13 he directs his executors to pay out of his estate every inheritance, transfer or succession tax chargeable upon any gift, devise, bequest or provision made by him in his will.

When this will is examined carefully and in the light of the authorities relating to such provisions as are therein contained, not the semblance of a doubt remains as to how Solomon Shapiro intended to dispose of his estate. We are mindful of the fact that wherever four lives are mentioned in connection with a residuary estate the natural propensity is to succumb to the horror produced by the thought of invalid and futile provisions in a will. But an analysis of the language used in paragraph 7, made for the single purpose of determining the intention of the testator, makes the whole paragraph simple and clear and understandable. As was stated by Judge Cardozo (Matter of Gallien, 247 N. Y.

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Related

In re the Estate of Carples
140 Misc. 459 (New York Surrogate's Court, 1931)
In re the Estate of Hodgman
138 Misc. 368 (New York Surrogate's Court, 1930)
In re the Voluntary Intermediate Account of Proceedings of Shapiro
229 A.D. 867 (Appellate Division of the Supreme Court of New York, 1930)
In re the Estate of Shapiro
135 Misc. 438 (New York Surrogate's Court, 1929)

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Bluebook (online)
134 Misc. 363, 236 N.Y.S. 280, 1929 N.Y. Misc. LEXIS 1204, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-shapiro-nysurct-1929.