In re the Judicial Settlement of the Account of Proceedings of Union Trust Co.

170 A.D. 176, 15 Mills Surr. 514, 156 N.Y.S. 32, 1915 N.Y. App. Div. LEXIS 5979
CourtAppellate Division of the Supreme Court of the State of New York
DecidedDecember 3, 1915
StatusPublished
Cited by29 cases

This text of 170 A.D. 176 (In re the Judicial Settlement of the Account of Proceedings of Union Trust Co.) 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 Judicial Settlement of the Account of Proceedings of Union Trust Co., 170 A.D. 176, 15 Mills Surr. 514, 156 N.Y.S. 32, 1915 N.Y. App. Div. LEXIS 5979 (N.Y. Ct. App. 1915).

Opinions

Ingraham, P. J.:

This is an appeal from the surrogate involving the construction of the will of Christian E. Detmold, who died a resident of the county of New York on July 2, 1887, leaving a last will and testament which was duly admitted to probate. By this [178]*178will the testator gave to his wife an annuity of $8,000, which was to be paid out of the net income of his real and personal property thereafter given in trust for his two daughters. By the 3d clause of the will all the rest, residue and remainder of his estate, subject to the annuity to his wife, he gave to his trustees thereinafter named in two equal shares in trust to collect and apply the net income of one of such shares, after deducting one-half of said annuity, to the use of each of his said daughters for life. The testator’s wife died March 14, 1889, leaving her surviving two daughters, one Zella and the other Wilhelmina, Countess d’Arschot. Zella died November 7,1891, leaving her surviving eight children. The Countess d’Arschot died February 21,1912, without issue. Zella had one granddaughter named Leonie, who was born alive on June 21, 1912, and died on the same day. The question presented was, who was entitled upon the death of the Countess d’Arschot to the share left in trust for her ?

After making provision for the death of either of the daughters during the life of his wife, the will provides: “Should my said wife die before either of my daughters then and in that case upon each daughter’s death, I give, • devise and bequeath the share in my said real and personal estate theretofore held in trust for her in equal portions unto her then surviving issue, if any; or, if no such issue shall then survive, I direct that her said share shall be added to the share then held in trust for my other daughter, if she shall then survive; or, if not, then I give, devise and bequeath the same in equal portions to her issue, if any then surviving.” Wilhelmina survived the testator’s widow and also her sister Zella, and thus this clause of the will became applicable: “then I give, devise and bequeath the same in equal portions to her issue, if any then surviving,” subject to the exercise of the power of appointment given to Wilhelmina.

The surrogate then found as a conclusion of law that it was the testamentary intent of the testator that the word “issue ” in article 3 of the will should include descendants to the remotest degree without limitation to a particular generation; that subject to the power of appointment created in and by article 5 of the will, the remainder of the trust under the [179]*179will for the benefit of the Countess d’Arschot became distributable upon her death in equal shares per capita among all the descendants of the testator then living or in being; that Leonie, an infant child of one of the daughters of Zella, having been born alive on June 21, 1912, and died on that date, was in being on February 21, 1912, the day of the death of the Countess d’Arschot, and was entitled to a distributive share of the remainder of the trust for the benefit of Countess d’Arschot, although the mother of Leonie was also living at the time of her death and is still alive. This decree depends, therefore, upon the question as to whether the testator intended that the property held in trust for the Countess d’Arschot should be distributed among the descendants of her sister Zella per capita and not per stirpes, or whether it was the intention of the testator that in case of Zella’s death before her sister, the Countess d’Arschot, the children of the daughter Zella should take per stirpes, the descendant of any deceased child taking her parent’s share by way of representation.

The rule to be applied in such a case was before this court in the case of Matter of Farmers’ Loan & Trust Company, construing the will of the late Valentine Mott (163 App. Div. 533), and on appeal before the Court of Appeals (213 FT. Y. 168). The question there was as to the distribution of the share of the testator’s estate to be held in trust for his granddaughter Fannie Mott. The clause in Dr. Mott’s will under which the question arose was as follows: “In case of the death of either of my children before the division of my estate, I give, devise and bequeath what would have been his or her share, if living, to his or her issue, if any, such issue to take equally what would have been the parent’s share. If no issue, then I give, devise and bequeath such ninth part to my surviving children and the issue of those deceased.” The granddaughter, Fannie Mott, afterward became Fannie Mott Campbell; she died in 1912, leaving two daughters. One grandchild was the child of one daughter, and three were the children of the other daughter. As the Court of Appeals there said: “The will gave this share of the estate, on the death of Mrs. Campbell, to her ' issue; ’ and the meaning of that term as here used is the question for decision.” The surrogate in that case, as in this, [180]*180held that the word “ issue” meant descendants, and was not limited to children, and division should be made per capita among the descendants of every degree. In that decree the two children of Mrs. Campbell and the four grandchildren were entitled each to one-sixth of the share in question. In stating its conclusion the court said: “We agree with the learned surrogate that the word issue was intended to include descendants; but we do not share his view that the gift was to be made per capita, with the result that children, would take concurrently with their living parents. * * * We think that the will reveals a purpose that the issue should take per stirpes. * * * The rule is that unless some other meaning is given to it by the context, the word issue is not confined to children, but includes descendants in any degree. * * * Another meaning will not readily be given if the result would be to divert the gift from the direct line of descent. Where there is a gift to a child or grandchild for life,, and over on the death of such child or grandchild in default of issue, the courts have held it to be ‘ an unnatural construction which would exclude all but the immediate children of the first taker, in favor of the other branches of the family. The reasonable construction in such cases is that the gift over was intended to take effect only on the extinction of the line of descent from the first taker.’ * * * This testator provided that in case of the death of his children before the wife’s life estate had terminated, their issue should take their share, and only in default of issue was there a gift to others. To say that by the gift to issue he meant children, but not grandchildren, is to impute to him a purpose to disinherit one branch of descent to the enrichment of another. There is nothing in this will to justify us in deviating from the settled rule that a construction leading to such consequences ought generally to be avoided. * * * On the contrary this testator seems to have used the words children and issue, not at all as synonymous, but with accurate discrimination. * * * We are thus brought to a consideration of the question whether the gift to the issue of Mrs. Campbell was one per capita or per stirpes. If it was per capita, children and grandchildren take concurrently. If it was [181]*181per stirpes, they take by representation. * * * We think that it may fairly be gathered from the context that the gift was to be per stirpes. The presumption in this State favors a per capita

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170 A.D. 176, 15 Mills Surr. 514, 156 N.Y.S. 32, 1915 N.Y. App. Div. LEXIS 5979, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-judicial-settlement-of-the-account-of-proceedings-of-union-trust-nyappdiv-1915.