In re the Final Judicial Settlement of the Account of Whalen

143 A.D. 743, 128 N.Y.S. 320, 1911 N.Y. App. Div. LEXIS 919
CourtAppellate Division of the Supreme Court of the State of New York
DecidedMarch 8, 1911
StatusPublished
Cited by2 cases

This text of 143 A.D. 743 (In re the Final Judicial Settlement of the Account of Whalen) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re the Final Judicial Settlement of the Account of Whalen, 143 A.D. 743, 128 N.Y.S. 320, 1911 N.Y. App. Div. LEXIS 919 (N.Y. Ct. App. 1911).

Opinion

Robsoh, J.:

The proceeding which resulted in the decree from which this appeal is taken was begun by filing in Surrogate’s Court the petition of the executor and trustee stating that petitioner is desirous of accounting for the fund held by him as trustee under the provisions of the 3d paragraph of the will of Patrick Quinn, deceased, and distributing the said fund to those entitled thereto, and asking the direction of the court as to the proper distribution of the fund and a determination of the persons and corporations entitled thereto. Answers were interposed by certain of the interested parties questioning the validity, force and effect, not only of the 3d paragraph of the will, but also of the 4th and 5th paragraphs thereof, and ask[745]*745ing that the said paragraphs be set aside as indefinite and contrary to law and that-the funds held by said trustee under-tliese clauses be distributed as if the testator had died intestate as to them. It appears that in prior proceedings in the Surrogate’s Court the executors fully accounted for the funds of the estate, and distributed the same, except the three several funds established by these three items of the will, and received as trustees to fill the trusts established by said items the sum of $17,057.48. Thereafter one of the executors and trustees died and the surviving executor had an intermediate accounting in Surrogate’s Court in which a decree of settlement was entered by which the surviving trustee was directed to keep invested the total amount of the trusts set forth in these three items of the will and distribute the same in accordance with the provisions of the will. Apparently the surviving-trustee thereafter managed the several funds as,, directed by the'will and paid the income as thereby directed to the several persons entitled thereto up to the time this proceeding was begun. .

Patrick Quinn, the testator, died February 11, 1885, and his will, with one codicil thereto, both executed in 1884, was admitted to probate on the 26th of February, 1885. He left him surviving Ann Quinn, his widow, and Mary Clark, Ann Quinn and Elizabeth A. Quinn, his daughters, and Edward J. McGarry, Anna J. McGarry and Daniel P. McGarry, children of a deceased daughter, his only heirs at law and next of kin. Thereafter the widow, Ann Quinn, died intestate, leaving as her only next of kin her children and grandchildren, who are the children and grandchildren of the testator above named. After the death of the widow, Ann Quinn, her grandson Edward J. McGarry died, leaving two children, Donald F. and Kathleen McGarry. Thereafter and in December, 1907, Mary Clark died intestate, leaving her surviving her husband, Bernard Clark, and no descendant or ancestor in the direct line.

Testator’s will first directs the sale of all real estate he might own at his death, the proceeds to be added to all his other property, “ thereby constituting one fund,” which after payment therefrom of debts and expenses the executors are directed to distribute in accordance with the provisions of the will following. The succeeding clauses of the will now in question are as follows:

Third. I direct my executors to safely invest the six-fortieth [746]*746(6-40) part of the fund above named and pay the interest thereof half yearly to my daughter Mary, wife of Bernard Clark. In case she should die, however, before my death or before the death of her said husband, Bernard Clark, I then direct my executors to pay over said sum so invested to my wife, Ann Quinn, and my daughters Ann and Elizabeth, share and share alike, the shares hereby in that event given to my said daughters to be subject to the same regulations and restrictions as are hereinafter imposed on bequests to them; but in case she should survive her husband, said Bernard Clark, I direct my said executors to pay over said sum so invested to her my said daughter Mary, absolutely and without restrictions, on the death of her husband.

Fourth. I direct my executors hereinafter named to safely invest the six-fortieth (6-40) part of the fund above named, and pay the interest thereof half yearly to my daughter Ann, now a member of the order known as the Sisters of Mercy and named therein Sister M. Xavier, during the term of her natural life, and at her death to pay the principal sum so invested together with any accrued interest then remaining to the said order of the Sisters of Mercy to which my said daughter now belongs and to that house or branch of said order wherein she shall be next prior to her death.

Fifth. I direct my said executors to also safely invest another six-fortieth (6-40) part of the fund above named and pay the interest thereof half yearly to my daughter Elizabeth A. Quinn, now a member of the religious community known as the Ladies of the Sacred Heart during the term of her natural life; and at her death to pay the principal sum so invested together with any accrued interest then remaining, to the said Ladies of the Sacred Heart to which community I, at the death of my said daughter give, and bequeath the same.”

The determination of the Surrogate’s Court in respect to the several trust funds which the testator sought to create by these provisions of the will is that, as to the fund established by the 3d item of the will, the widow, Ann Quinn, took a vested contingent remainder in two of the six-fortieths of the estate set apart by that clause subject to the life estate therein of Mary Clark, and the life estate having terminated this portion of the fund is directed "to be paid to the [747]*747administrator of the estate of Ann Quinn when one shall be appointed.' That as to the two-fortieths given in that item to each of the daughters, Ann and Elizabeth A. Quinn, they are subject to the same regulations and restrictions as are imposed upon legacies given them by the subsequent clauses of the will. That the trusts attempted to be created by the subsequent clauses, thus referred to, being the 4th and 5tli clauses thereof, are each invalid and void, and the fund referred to in each clause, together with the share of the fund given the legatee by the 3d clause, passes to the next of kin of the testator to be distributed as unbequeathed assets.

Counsel for appellants urges that the surrogate’s determination as to the share of the widow, Ann Quinn, in the fund established by the 3d clause and the disposition thereof which he has directed are erroneous. The theory upon which this claim is based is that the interest in remainder in this fund did not vest until the contingency, by which its ultimate destination was to be determined, should be decided, either by the death of the life beneficiary before her husband, or by the death of her husband leaving her surviving. The widow, Ann Quinn, having died before the life beneficiary, it is claimed she never had a vested interest in any part of the fund; and the two surviving daughters, being at the time the contingency was decided by the death of the life beneficiary leaving her husband surviving the only survivors of those to whom in that event the fund was directed to be paid, are now entitled to the whole fund. A sufficient answer to this claim would seem to be that the testator’s intention does not seem to be thus expressed. The contingent interest in remainder in this fund is given to the widow and the daughters, Ann and Elizabeth, as individuals whose right to take is neither limited nor enlarged by words of survivorship.

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Related

In re Buttner
125 Misc. 224 (New York Surrogate's Court, 1925)
In re Wolfe
210 A.D. 221 (Appellate Division of the Supreme Court of New York, 1924)

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Bluebook (online)
143 A.D. 743, 128 N.Y.S. 320, 1911 N.Y. App. Div. LEXIS 919, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-final-judicial-settlement-of-the-account-of-whalen-nyappdiv-1911.