In re the Estate of Young

150 Misc. 793, 270 N.Y.S. 817, 1934 N.Y. Misc. LEXIS 1219
CourtNew York Surrogate's Court
DecidedJanuary 2, 1934
StatusPublished
Cited by2 cases

This text of 150 Misc. 793 (In re the Estate of Young) 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 Young, 150 Misc. 793, 270 N.Y.S. 817, 1934 N.Y. Misc. LEXIS 1219 (N.Y. Super. Ct. 1934).

Opinion

Cooke, S.

The last will of the deceased is as follows:

“ In the name of God: Amen. I Dora Pelton Young of the Town of Highland, in the County of Sullivan and State of New York, being of sound and disposing mind and memory, do make, publish and declare my last Will and Testament, in manner following that is to say:
First. I direct all my just debts and funeral expenses be paid. “ Second. I give and bequeathe residue of money which may be on deposite in the First National Bank of Port Jervis, N. Y. [794]*794at the time of my decease or any other moneys which may accrue to my estate to Mrs. Nellie Holbert Randall of Lake Orion, Michigan.
“ Third. That the first Parcel of Real Estate consists of the House and Lot known as the Pelton Homestead. That the second parcel consists of a house and lot east of the Pelton homestead. That the third parcel consists of a house and lot east of the aforementioned house and lot. All being in Minisink Ford Town of Highland, County of Sullivan and State of New York.
Fourth. Excepting and Reserving the following provision; That in case of the death of Mrs. Nellie Holbert Randall before the death of the testator, all of the aforementioned property I will and bequeath to Miss Lou Smith of 35 Kirkwood Ave. Binghamton, N. Y. under the same conditions as above provided.
Fifth. I will and bequeath my Piano to Dorothy Rosencranse of Binghamton, N. Y. to be removed after my decease.
“Lastly. I hereby appoint Edgar C. Twichell of Port Jervis, N. Y. executor of this, my last Will and Testament, with full power and authority to sell and convey, lease or mortgage real estate; hereby revoking all former wills by me made. .
In Witness Whereof, I have hereunto set my hand and seal the 17th day of January, in the year One thousand nine hundred thirty-three.
DORA PELTON YOUNG
“ H. E. Twichell
Witnesses
Ervin H. Worzel
“ Edgar C. Twichell ”
[l. s.]

The question presented is, did the decedent by her will dispose of her real estate, or did she die intestate as to it?

The fourth provision thereof says that in case of the death of Mrs. Nellie Holbert Randall before the death of the testatrix all the aforementioned property (which includes her real estate) she wills to Miss Lou Smith. Mrs. Randall survived the testatrix. The will was prepared by a layman in a rural section of Sullivan county. It is evident she intended to dispose of her real estate. To whom did she intend to leave it? There can be but one answer, viz., to Nellie Holbert Randall, if living at the time of her death, and if not, to Lou Smith. It is not only the presumption here, but it appears to be an established fact that decedent intended to dispose of all her estate. It seems from the will itself that there is a devise to Nellie Holbert Randall by implication.

The raising of cross remainders by implication is not unusual, and where such an implication is justified by the language of the will and will accomplish the purpose of the testator, it is the duty of [795]*795the court so to construe the will as to give effect both to the statute and to his intention. (1 R. S. 748, § 2.) ” (Purdy v. Hayt, 92 N. Y. 446, 454.)

The case is one of a legacy by implication; that is, created, not by a direct or express gift, but inferred from language which shows an intention to give the legacy, and can have no other reasonable explanation. Instances of such legacies are not uncommon in the English reports, and a reference to some of them will disclose their general character and the rule of solution adopted.” (Matter of Vowers, 113 N. Y. 569, 571.)

“ This is a plain case of a devise by implication, whereby, upon the death of testator, his brother Peter became vested with the title to the real estate, subject, only, to the trust provision made for testator’s widow. However incomplete the language to express the purpose of the testator, an intention and an understanding on his part are evident that his brother Peter should take, as devisee, the property which was the subject of disposition in that clause. What the testator has imperfectly done, by way of expression, is effectuated by the application of well-known legal rules. In the construction of a testamentary disposition, where the language is unskillful, or inaccurate, but the intent can be clearly collected from the writing, it is the duty of the court to give effect to that intent, subject only to the proviso that no rule of law is thereby violated. (1 R. S. 748, § 2; Purdy v. Hayt, 92 N. Y. 454.) Courts have, from an early day, repeatedly upheld devises by implication, where no gift of the premises seems to have been made in the will, in formal language. (Goodright v. Hoskins, 9 East, 306; Jackson v. Billinger, 18 Johns. 368; Matter of Vowers, 113 N. Y. 569.)

They are justified in so doing whenever such a construction expresses what the testator manifestly intended to express.” (Masterson v. Townshend, 123 N. Y. 458, 462.)

See Matter of Gallien (247 N. Y. 195, 200), where it is said: “ One of the best known of those principles is that if two or more constructions are reasonably possible, the one that will sustain the validity of the will is to be preferred, generally speaking, to the one that will defeat it (Roe v. Vingut, 117 N. Y. 204, 212; Phillips v. Davies, 92 N. Y. 199; Greene v. Greene, 125 N. Y. 506, 512). The court struggles to preserve, and surrenders to nothing short of obvious compulsion. In the attainment of its end, it may 1 reject words and limitations, supply them or transpose them, to get at the correct meaning ’ (Phillips v. Davies, supra; cf. Roome v. Phillips, 24 N. Y. 463; Miller v. Gilbert, 144 N. Y. 68, 74).”

It has been held that to ascertain the intention of the testatrix extraneous and parol proof is admissible, not to supply, contradict, [796]*796enlarge or vary the written words but to reveal the situation of the testator’s property at the time of his death, the condition of the beneficiaries and the circumstances surrounding the execution of the will, to consider the surrounding circumstances that culminated in the testamentary act.

As has been said in Furniss v. Cruikshank (230 N. Y. 495, 505): “ The construction of every will depends upon the varying language used and the varying conditions surrounding the testator.”

There is always, a strong desire to ascertain, if possible, the testator’s intent and purpose gathered from the will, the general situation surrounding her at the time and to endeavor to appreciate her framé of mind toward the scheme as disclosed by her will.

We have either one of two courses to pursue: Shall we give force and effect to the fourth provision or shall we disregard it? It was placed there for a purpose; it is not meaningless.

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Bluebook (online)
150 Misc. 793, 270 N.Y.S. 817, 1934 N.Y. Misc. LEXIS 1219, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-young-nysurct-1934.