In re the Estate of Tallmadge

6 Mills Surr. 546, 60 Misc. 394, 113 N.Y.S. 621
CourtNew York Surrogate's Court
DecidedAugust 15, 1908
StatusPublished

This text of 6 Mills Surr. 546 (In re the Estate of Tallmadge) 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 Tallmadge, 6 Mills Surr. 546, 60 Misc. 394, 113 N.Y.S. 621 (N.Y. Super. Ct. 1908).

Opinion

Myers, S.

The testator lived for many years and died at or shortly after midnight of the 24th day of December, 1901, in the town of Glen, Montgomery county, N. Y., leaving a last will bearing date on the same day. The third and fourth clauses in said will read as follows:

[547]*547Third. I give and bequeath to my said wife the income of all real and personal property of which I shall die seized, during the term of her natural life.
“ Fourth. At the death of my wife, I hereby direct my executor, hereinafter named, to divide my remaining estate between my sisters and brothers or their heirs, share and share alike, and I hereby empower and authorize my executor to- sell and convey any real estate necessary to carry out this provision.”

The will was drawn by the executor named therein. He is not a lawyer, but has drawn many wills. The will was prepared about two weeks before its execution, the draftsman taking instructions from testator and writing them down in his presence and the presence of his wife. It may be safely assumed, therefore, that the wording of the will is practically in the language of the testator.

The widow lately died and the controversy now arises between a brother and sisters living at the death of testator and the descendants of deceased brothers and sisters, over the distribution of the residue of the estate under the terms of the “ fourth ” clause of the will.

At the time of making the will and his death, testator had living Elijah Tallmadge, a half-brother, residing in an adjoining town; Lucy Hall, a sister, residing in the same town with testator, and Cynthia Bevis, a half-sister, residing in an adjoining county. He had other brothers and sisters, who died prior to the making of the will, some having died many years prior thereto, viz.: John S. Tallmadge and Ira Tallmadge, brothers; Mary Ann Harris, Caroline Van Derhoof, Unis Ochampaugh and Emeline Van Derhoof, sisters and half-sisters. Emeline died more than thirty years before, leaving no descendants. Each of the others left children, some of whom also died prior to the death of testator, leaving children; and, as a result, nineteen nephews and nieces and eleven grandnephews and nieces are interested at this time in the construction of said clause. [548]*548Cynthia Bevis, the half-sister, died in April, 1907, and prior to the death of said widow, leaving a husband and one daughter.

The cardinal principle of interpretation is to carry out the intention of the testator, if it is lawful and can be discovered. The construction of every will, therefore, must be determined from the language with which testator expresses himself -therein and from the facts and circumstances surrounding him at the time. As no two persons are apt to, or do, use just the same language in expressing their ideas, or view matters under like conditions, so no general rules have been devised which are adapted to all cases. Considering and giving all due weight to the cases cited and relied upon by learned counsel herein as pointing toward the intention to be gathered from testator’s language, I am nevertheless further convinced that cases are of little aid, except so far as they lay down principles which aid in arriving at the true intention of testator. Ear less danger of perverting the privilege of construing the will into reconstructing it will arise, it seems to me, by laying aside, for the moment, rules of construction, and reading the language as it would strike the mind of one unacquainted with such rules.

The first question that naturally -arises in the construction of this will is: Of what time does it speak as to the beneficiaries ? It is the general rule that a will speaks as of the death of the testator, in the absence of a clear indication of his intention -that it or any part of it shall refer to another period. As to parties, there does not seem to be any dispute that -the rule applies; and I am' of the opinion, from a reading of the will and from the facts and circumstances surrounding testator, that he intended to include within his bounty such persons as answered his description of the beneficiaries at his death. The possibility of the death of one or more such persons before distribution occurring to testator, it may be fairly assumed from all the circumstances that, so far as preventing a lapse in this respect, the word “ heirs ’’'was used by him, not as a word of limitation, but as a [549]*549word of substitution. One sister having died before the vesting in possession of the estate, the question arises at this time as to when the estate vested in the beneficiaries. By the terms of the will no trust is expressly created, yet the power of sale of the real estate given to the executor at the death of the life tenant, with a direction to him to distribute the residuary estate at that time, shows a clear intention on the part of testator that such an estate should vest in the executor as would enable him to sell and give good title to the real estate and distribute the estate, and is sufficient, I believe, to create a trust. I recognize the fact that the tendency is to encourage a construction which leans to the vesting of legacies, yet the purpose and intention of the testator must prevail; and, as the court said in Smith v. Edwards, 88 N. Y. 106, We must still construe the will, and not make it over to suit our own notions of what might have been best.” In Warner v. Durant, 76 N. Y. 136, a rule was stated to be Where there is no gift, but a direction to executors or trustees to pay or divide, and to pay at a future time, the vesting in the beneficiaries will not take place until that time arrives.” This rule clearly applies to this case, and I am of the opinion that vesting in the beneficiaries occurred after the death of the life tenant and, at that time, in such persons as were included or answered to the beneficiaries at the death of testator and, in case of decease during the interim of any such, then in decedent’s heirs.

The remaining and principal question, and the one most difficult of solution, is to determine among what persons testator intended to distribute his estate at the death of the life tenant. Counsel for the brother and -sisters living -at the death of testator contends that the direction to divide the estate among “ sisters and brothers, or their heirs,” constitutes a bequest to a class; and only such persons constituting the class at testator’s death now share in the distribution.

[550]*550The courts have frequently held, and I believe the rule is well established, that .a gift to a class, without naming or identifying the persons included within such class, includes only such persons as are living at the death of the testator. Schouler on Wills, § 5‘63, says: “ In a devise the rule is, unless -the contrary intention is clearly apparent, that, the gift is presumed to be intended for only those of the class who are in being at the death of the testator.”

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Related

Smith v. . Edwards
88 N.Y. 92 (New York Court of Appeals, 1882)
Fuller v. Martin
29 S.W. 315 (Court of Appeals of Kentucky, 1895)

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Bluebook (online)
6 Mills Surr. 546, 60 Misc. 394, 113 N.Y.S. 621, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-tallmadge-nysurct-1908.