In re the Estate of Winburn

141 Misc. 445, 252 N.Y.S. 664, 1931 N.Y. Misc. LEXIS 1714
Procedural entryThis page is a short order in In re the Estate of Winburn. Read the opinion of the Court — 139 Misc. 5
New York Surrogate's Court·Decided August 26, 1931·Published

Opinion

Foley, S.

The decree admitting the will of the decedent to probate reserved for future consideration the construction of his will, particularly the residuary, or 41st, clause thereof. That question must now be determined. Because of the issues involved it becomes necessary to set forth the language of the will at length. The clause in dispute reads as follows:

Forty-first. I direct that all the rest, residue and remainder of my estate, real, personal or mixed, of whatsoever kind, nature and character, wheresoever the same may be or be situated at the time of my decease, be divided into three shares or parts as hereinafter described and disposed of as follows:

“ One (1) share or part consisting of fifty per cent (50%) of my said residuary estate; the second (2nd) share or part consisting of twenty-five per cent (25%) thereof; the third (3rd) share or part consisting of twenty-five per cent (25%) thereof.

“ (a) I give, devise and bequeath the first share or part con[447]*447sisting of fifty per cent (50%) of my residuary estate, to my Executors and Trustees hereinafter named, in trust nevertheless, for the following uses and purposes; to collect and receive the rents, interest, income and dividends therefrom (hereinafter referred to as income) and to pay the net income therefrom after deducting all proper charges and expenses to my beloved wife, Marie Winburn, in equal quarterly instalments, and upon the decease of my said wife, to pay over, grant and convey Two hundred and fifty thousand ($250,000.) Dollars of the principal of said trust fund, to La Nouvelle Etoile Des Petits Enfants De France as an endownment fund and the income therefrom shall be used solely for the benefit, support and maintenance of the 1 Fondation Winburn ’ situated at Courbevoie (Seine) Republic of France.

(b) In the event that The Peoples Dispensary for Sick Animals of the Poor (Incorporated) of London, England, accept in writing the legacy left to this Society in paragraph Twenty-second/ of this my Last Will and Testament, I give, devise and bequeath to the People’s Dispensary for Sick Animals of the Poor (Incorporated) of London, England, the sum of Two hundred and fifty thousand ($250,000.) Dollars of the capital of said trust fund created for the benefit of my wife, Marie Winburn, during her Ufe, as an endowment fund, the income therefrom to be used solely for the purposes of support, maintenance and upkeep of the ‘ Fondation Winburn Pour Animaux ’ situated in or near Paris, Repubhc of France. In the event that The People’s Dispensary for Sick Animals of the Poor, (Incorporated) of London, England, refuse the legacy mentioned in paragraph ‘ Twenty-second ’ of this my Last Will and Testament, then this bequest of Two hundred and fifty thousand ($250,000.) DoUars shaU not go into effect, and same shall revert to my residuary estate.

(c) In case of the death of - my wife, Marie Winburn, before me or simultaneously with me, the said trust estate herein created for her benefit, shaU not go into existence and the principal thereof shaU be disposed of as above indicated to wit: Two hundred and fifty thousand ($250,000.) DoUars to The Nouvelle Etoile Des Petits Enfants De France as an endowment fund for the benefit of the ‘ Fondation Winburn ’ situated at Courbevoie (Seine) Republic of France; and Two hundred and fifty thousand ($250,000.) DoUars to The People’s Dispensary for Sick Animals of the Poor, (Incorporated) of London, England, as an endowment fund for the benefit of the ‘ Fondation Winburn Pour Animaux ’ in or near Paris, Republic of France. In the event that this latter Society does not comply with stipulations set forth in paragraph ‘ Twenty-second ’ of this my Last WiU and Testament, then this said bequest [448]*448shall riot go into effect, and same, together with all the balance and remainder of the principal of the trust fund created for the benefit of my wife, Marie Winburn, shall revert to my residuary estate arid become part of the trust estates created for the benefit of my sisters, Carrie Shelley and Ida Schnitzer, share and share alike, according to sections (d) and (e) of this paragraph as follows.”

Subdivision (d) bequeaths the second share of twenty-five per cent of the residuary estate, in trust, for the benefit of the testator’s sister, Carrie Shelley, during, her life, with remainder over to her ■ son, Harold M. Shelley, or in case of his prior death, to his issue. Subdivision (e) bequeaths the third share, consisting of twenty-five per cent of the residuary estate, in trust, for the benefit of the testator’s sister, Ida Schnitzer, with remainder over to her daughter, Annette Evans, or in case of her prior death, to her issue per stirpes.

The residuary clause may be summarized as follows: Fifty per cent of the residuary estate is bequeathed in trust for the benefit of testator’s wife during her life. Upon her death a legacy of $250,000 is given to La Nouvelle Etoile Des Petits Enfants de France. On the death of the wife an additional $250,000 is bequeathed to The People’s Dispensary for Sick Animals of the Poor, of London, should it accept in writing a legacy previously given in the will in paragraph 22. The residuary clause also provides for the payment of these two legacies of $250,000 should the wife die previous to or simultaneously with the testator. The dispute arises over the disposition of the remainder of the trust fund created for the benefit of his wife during her life.

The "wife survived the testator. Certain of his heirs at law and next of kin claim that the testator died intestate as to the remainder limited on the beneficial life interest of the widow in one-half of his residuary estate, less the legacies of $500,000 to the two designated institutions. Their contention-is that by the 41st paragraph of his will the testator disposed of the remainder in the half of his residuary estate only in the event, first, that his wife predeceased him, or died simultaneously with him; and, secondly, in the event that The People’s Dispensary for Sick Animals of the Poor refused a legacy bequeathed [in the will under the 22d paragraph thereof. In other words, they claim that the balance of the remainder limited on the wife’s life estate is not disposed of validly in the event that she survived the testator, and they argue that the will failed to make any disposition of the remainder in that event.

The residuary estate of the testator is in excess of $4,000,000. The question raised in this proceeding gains added importance when it is borne in mind that this court is asked to find that the testator failed to validly dispose of more than $1,500,000 of his [449]*449residuary estate, and died intestate as to that amount of his property.

The general testamentary scheme of the testator is simple, and clearly evidences his intention to dispose of his entire estate. The will begins as follows: I, Michael Winburn, * * * do make, publish and declare this as and for my last will and testament relating to all my estate, wheresoever located of which I may die seized or possessed or to which I may he entitled at the time of my decease.” (Italics mine). The intent to avoid any intestacy is thus forcibly emphasized. The 2d paragraph bequeaths $100,000 to his wife. The two sisters mentioned in the residuary clause are included as legatees in the sum of $25,000 each among over fifty other legatees who are recipients of varying amounts and benefits.

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In re the Estate of Winburn, 141 Misc. 445, 252 N.Y.S. 664, 1931 N.Y. Misc. LEXIS 1714 (N.Y. Super. Ct. 1931).

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