In re the Estate of Storrs

18 Misc. 2d 941, 186 N.Y.S.2d 423, 1959 N.Y. Misc. LEXIS 4088
CourtNew York Surrogate's Court
DecidedMarch 19, 1959
StatusPublished
Cited by2 cases

This text of 18 Misc. 2d 941 (In re the Estate of Storrs) 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 Storrs, 18 Misc. 2d 941, 186 N.Y.S.2d 423, 1959 N.Y. Misc. LEXIS 4088 (N.Y. Super. Ct. 1959).

Opinion

S. Samuel Di Falco, S.

The accounting executors and trustees request a construction of paragraph 2 of article tenth of the will, and in particular, a determination whether the remainder of each of the trusts therein created passes to the descendants of the primary beneficiary of that trust or to the descendants of some person other than such “ primary beneficiary ”. The testatrix was survived by two daughters, one of whom has three living daughters, the other having three living sons. The will treats the daughters on an equal basis, but it gives larger legacies to the three grandsons than those given to the three granddaughters. The testatrix adverted to this difference of treatment and explained the reason for it in her will.

Article tenth disposes of the residuary estate, which is divided in two equal parts. The first paragraph sets up one of the equal portions in trust for the descendants of the daughter, Carolyn S. Andre. The other portion is disposed of in the paragraph which the court is asked to construe, which reads as follows:

“2. One-half (%) of my residuary estate shall be divided into equal shares, so that there shall be one share for each of the children in being at the time of my death of my daughter anne s. schuster (herein sometimes called ‘ Anne ’), and one share for the descendants then in being of each deceased child of Anne, collectively. Each such collective share for such descendants shall be subdivided so that there shall be a per stirpes subshare for each such descendant. Each share and sub-share shall be held in trust by my Trustees, in a> separate trust, for the benefit of such child or descendant for whom set apart (hereinafter referred to as the ‘ primary beneficiary ’ of such trust), and the income thereon paid to the primary beneficiary thereof during his or her life. Upon the death of each such primary beneficiary, the principal of each such respective trust shall be [943]*943held in trust and the income thereon shall be paid to my daughter Anne during her lifetime, and upon the death of the survivor of such primary beneficiary and my said daughter Anne, the principal as it shall then exist shall be paid over to her descendants then living, per stirpes; but if there be none such, then to my 1 distributees ’ as hereinafter defined.

‘ ‘ My Trustees are hereby directed to pay to my daughter anne, out of the corpus of any or all of the separate trusts created for the benefit of primary beneficiaries, and out of the corpus of any or all of said separate trusts of which she shall become the second life beneficiary, as hereinabove provided, such sum or sums as my said daughter shall request in writing from time to time; provided, however, that the total of such payments in any calendar year, out of the corpus of any such trust, shall not exceed a sum equal to eight per cent (8%) of the ‘ value ’ (as hereinafter defined) of the corpus of such trust; it being further provided that the right on the part of my said daughter Anne to request and receive said sums out of corpus, shall continue only during her lifetime, and shall not be cumulative, that is to say, if she shall not during any calendar year request payment of the whole or any part of a sum equal to eight per cent (8%) of said ‘ value ’ of the corpus of any such trust (as hereinafter defined), she shall be deemed to have waived her right to make such request for that year. No such request shall in any event be made less than two (2) years after the date of my death.”

Although judicial construction of paragraph 1 of article tenth is not requested herein, note should be made of the fact that paragraphs 1 and 2 are almost identical in text, the only difference being the names of the two daughters and a few very minor variations.

The executors and trustees believe that it was the intent of the testatrix that after setting up a separate trust for each of the children of her daughter Anne, the remainder of each trust would pass ultimately to the issue of the grandchild for whom that trust was created. The will gives the remainder to “ her descendants ” and those two words following closely, as they do, the words ‘ ‘ my said daughter Anne ’ ’, affords scant basis for the argument of the fiduciaries. However, they contend that there was an error in draftsmanship in the use of the word “ her ” rather than “ his ”, and that the testatrix actually meant to say “his descendants”, intending to refer, respectively, to the three sons of Anne. In support of their charge that an error was made in expressing the testamentary wishes of Mrs. Storrs, the petitioners offer an affidavit by the attorney who drew the [944]*944will. If called as a witness, lie would testify that the testatrix informed him that she wished to set up separate trusts for each grandchild and that upon the death of the grandchild and the mother of that grandchild, the principal was to go to the descendants of that grandchild. If he or she left no descendants, the principal would then go to the remaining members of the family of the testatrix. The attorney is evidently of the opinion that paragraph 1 carries out that idea. He would testify that in drawing up the parallel trusts in paragraph 2, the text of the first paragraph was repeated without taking thought of the fact that while all of Carolyn’s children were daughters, all of Anne’s children were sons. The attorney refers to the repetition of the text as an “ inadvertent error.” Objection to this testimony is made by the committee of the property of one of the grandsons of the testatrix. The parties have thus waived a hearing and desire the court to treat the matter as if objections to the testimony had been made at a hearing.

The rule is firmly established in this State that direct statements of intention of a testator are inadmissible to explain the unambiguous language used in the will or to correct errors or omissions. (Matter of Deane, 4 N Y 2d 326, 333; Matter of Smith, 254 N. Y. 283; Matter of Lynn, 175 Misc. 441, 443, affd. 261 App. Div. 513; Matter of Salterini, 7 Misc 2d 497; 9 Wig-more, Evidence, § 2471.) In the will of this testatrix, the text is plain and clear. There is neither a patent nor a latent ambiguity. No difficulty is encountered in reading the words used in the will. A question arises only on the basis of the charge of the draftsman that through his error, the written words do not reflect what was in the mind of the testatrix. As we pointed out in Matter of Salterini (supra), if courts should permit the substitution of the draftsman’s recollection of what the testator told him, for the language of the will itself, the instrument would cease to be the repository of the decedent’s testamentary program. Even assuming the utmost good faith of the witness, the passage of time and other factors tend to dim his recollection of conversations. The rule which excludes such evidence is a sound and salutary one.

Moreover, it is obvious that in order to express the testamentary plan suggested by the petitioners, it is not enough simply to substitute the word “ his ” for “ hers That substitution would inject doubts and ambiguities not now existing; it would by no means dissipate them. The plain expression of such a plan would require a major rewriting of the text. Thus we do not have a case of a simple substitution of a word. The testatrix could not have read the text of her will and given it [945]*945the interpretation suggested by petitioners. The evidence offered by petitioners is inadmissible.

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Bluebook (online)
18 Misc. 2d 941, 186 N.Y.S.2d 423, 1959 N.Y. Misc. LEXIS 4088, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-storrs-nysurct-1959.