In re the Estate of Stevens

149 Misc. 230, 267 N.Y.S. 71, 1933 N.Y. Misc. LEXIS 1647
CourtNew York Surrogate's Court
DecidedOctober 24, 1933
StatusPublished
Cited by1 cases

This text of 149 Misc. 230 (In re the Estate of Stevens) 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 Stevens, 149 Misc. 230, 267 N.Y.S. 71, 1933 N.Y. Misc. LEXIS 1647 (N.Y. Super. Ct. 1933).

Opinion

Slater, S.

In this construction proceeding, the facts are as follows: Clarence B. Stevens died June 18, 1919, leaving a will in which he appointed his widow, Selena Stevens, executrix. The will was admitted to probate on August 8, 1919.

By the second paragraph of the will the decedent made the following devise and bequest: I give, devise and bequeath all my estate both real and personal, of every kind and nature, and wheresoever situate that I may own at my decease, to my wife Selena Stevens, with full power to sell and convey all or any part of said estate, and to give valid deeds therefor, and to apply the proceeds from such sales for her own use and maintenance during her natural life, and at her death whatever remains of said estate, I give, devise and bequeath to the Methodist Episcopal Church of Vista, in the Town of Lewisboro, New York.”

The decedent left him surviving no children and no issue of children. He was sixty-five years of age at the time of his death. He left a brother and nephews and nieces.

The widow, Selena Stevens, administered the estate until her death on January 27, 1933, at the age of seventy-five years. She left a will probated in this court on March 2, 1933. A brother, a niece, grandnieces, great-grandnieces and the Methodist Episcopal Church of Vista, N. Y., were the legatees under her will.

The decedent left the following real property:

(1) Five and one-quarter acres of land located at Vista, town of Lewisboro, Westchester county, upon which there is a two-story frame dwelling and store.

(2) Fourteen acres of unimproved real estate in the town of Poundridge.

(3) Fourteen acres of unimproved real estate in the town of New Canaan, Conn., adjacent to the last mentioned piece.

(4) Merchandise in store.

The widow sold the five and one-quarter acres of real estate with the store on April 30, 1926, for the sum of $7,250. She received the sum of $3,250 in cash and took back a purchase-money mortgage in the sum of $4,000 in her own individual name. The cash, in the amount of $3,250, received on this sale was deposited by the widow in her own hank account.

The widow, as the decedent’s executrix, sold the fourteen-acre parcel in the town of Poundridge in August, 1928, for the sum of [232]*232$4,250, taking back in her individual name a purchase-money bond and mortgage for $2,500, which mortgage was paid in August, 1931, and a new mortgage in the sum of $2,500, dated August 4, 1931, was given in lieu of an extension of the original mortgage discharged. The said new mortgage was taken in her individual name, and her estate now holds the said bond and mortgage. The balance of the purchase price, the sum of $1,750, was paid in cash and was deposited by the widow in banks and was kept intact by her as part of the estate of Clarence B. Stevens.

The widow, as executrix, sold the fourteen-acre parcel of land in the town of New Canaan on August 7, 1928, for $4,250, taking back a mortgage of $2,500, afterward released and a new mortgage substituted which runs to the widow as executrix.

The petition discloses that the decedent and his wife had lived together at Vista for many years and, after his death, the widow continued to live there for a period of fourteen years until her death.

The Methodist Episcopal Church of Vista, town of Lewisboro, N. Y., contends that it is entitled, pursuant to the terms of the will of Clarence B. Stevens, to all the property, real and personal, that was not actually used by the widow for her use and maintenance, whether the same stands in the name of the estate or whether it was reduced to the widow’s possession. This brings up the direct legal proposition of whether under the terms of this will the widow can sell real estate, place the funds in her own bank account and take a purchase-money mortgage for part in her own individual name and upon her death the ownership be in her estate.

One of the earlier cases affecting the question is Leggett v. Firth (132 N. Y. 7). On facts less compelling and without a direct power of sale, the court held the widow took a life estate, with a power of sale to be exercised during her life for her own benefit, and the children took a remainder in fee, subject to the exercise of the power.

In Seaward v. Davis (198 N. Y. 415) an absolute power of disposition was found, without an express power of sale, with remainder over of such part as she might not dispose of, to the remaindermen named in the will.

The instant case is far removed from the facts and decision in Matter of Skinner (81 App. Div. 449; affd., 180 N. Y. 515). In the Skinner case there was no express authority to dispose of the estate. (See Matter of Nugent, 142 Misc. 594, and cases cited; Matter of Foels, 145 id. 393; Matter of Limburger, 128 id. 577; Matter of Smith, 126 id. 296; Matter of Hart, 122 id. 124.)

Under the words of the instant will, the widow could not dispose [233]*233of the estate by her own will. (Matter of Raynor, 254 N. Y. 516; Vincent v. Rix, 248 id. 76.)

In Rezzemini v. Brooks (236 N. Y. 184, 191) the court said where the will provides that the principal or so much thereof as may then remain ” shall be paid to the remaindermen, it indicates that the beneficiary is to be supported and maintained, first, from the income, and second, from the principal in such amount as might be necessary in addition to income to properly support and maintain the life beneficiary. It does not entitle the remaindermen to any estate in the property except in the event that, upon the death of the life beneficiary, a part of the principal then remains undisposed of.

In Matter of Davies (242 N. Y. 196,199) the property was devised to the husband for life, giving him full control to expend the principal, income, interest, rent and profits as he may see fit,” and upon his death such part of the principal, income, interest, rent and profits as might be unexpended to be paid to the decedent’s son. The court held that the will gave the husband the right to expend the principal of the property bequeathed to him for life. If he saw fit to expend it, he could do so only by “ disposing ” of it, and such disposition would, of course, be for his own benefit. Since the power to so dispose of the property was subject to no trust or condition, it was clearly absolute ” within the statutory definition.

In Matter of Fitzpatrick (252 N. Y. 121, 124) the life tenant received full power to use all or any part of principal or income of the property. It was held a conveyance made for the purpose of securing a contract for her support for a fixed time if she should live that long, was within the scope of that power. The testatrix had made the life tenant sole judge of what property she should use and how she should use it.

The instant case is very similar to the facts in Matter of Nugent (supra), where the estate was given to the wife absolutely for her own purposes, with power to sell any real estate, and directed that, after the death of the wife, the property then left was to go to the two sons.

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Related

In re the Estate of Stevens
154 Misc. 415 (New York Surrogate's Court, 1935)

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Bluebook (online)
149 Misc. 230, 267 N.Y.S. 71, 1933 N.Y. Misc. LEXIS 1647, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-stevens-nysurct-1933.