In re the Judicial Settlement of the Account of Proceedings of Wiley

111 A.D. 590, 97 N.Y.S. 1017, 1906 N.Y. App. Div. LEXIS 226
CourtAppellate Division of the Supreme Court of the State of New York
DecidedMarch 9, 1906
StatusPublished
Cited by10 cases

This text of 111 A.D. 590 (In re the Judicial Settlement of the Account of Proceedings of Wiley) 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 Wiley, 111 A.D. 590, 97 N.Y.S. 1017, 1906 N.Y. App. Div. LEXIS 226 (N.Y. Ct. App. 1906).

Opinions

Clarke, J.:

"The sole point involved on this appeal is the proper interpretation of the residuary clause of testator’s will. George Wiley died October 15, 1902, leaving a will dated June 13, 1899, and a codicil thereto dated July 5, 1901. His estate, consisting of both real and personal property, amounted to about $350,000. He left a widow, no children,.and collateral relatives. After providing for his debts, funeral and burial expenses, a specific devise ■ of his house with a gift of $5,000 to his wife, testator made gifts by the .use of the same language in separate clauses, of pecuniary legacies and annuities, in favor of a sister-in-law, his two sisters, two nieces and two nephews, such'gifts being of specified amounts “ payable as so.on after m.y decease .as may be .convenient, and the further sum of (specifying) dollars per year for the period of. ten years after my decease.” A like annuity was given to one George Gibson. The sums thus given to these legatees outside of their annuities,aggregate .$15,000, and'the annuities themselves, figured for the ten years, [592]*592aggregated $43-,500. After making several further pecuniary gifts aggregating $10,000, the will in the 22d clause directs the executors “ to set apart out of my estate a sum sufficient in principal to pay all the annuities that I have heretofore bequeathed in this my will,” and in the 23d clause directs and empowers the executors to sell any and all real estate of which I may die possessed (except the house given to his wife) and to convert the same into cash or mortgages.” By the ,25th clause of the will, as executed, he, provided that if any of the annuitants should die the amounts of said annuities should be paid to their next of kin or legal representatives during the time limited, but apparently having been advised that this provision was ‘ illegal as- suspending the absolute ownership for more than two lives, by his codicil he revoked said 25th clause and provided: “In case any of the beneficiaries to whom I have bequeathed any sum in this my will, either payable as soon after my death as may be convenient, or payable to them in ten annual installments, shall die before they become entitled to the whole or any part of the said bequests given to them under my said will, then I direct that such part of the legacy bequeathed to them herein which cannot or has not been paid to them, by reason of their death, shall be paid to their next of kin or legal representatives as soon after their respective deaths as may be convenient to my executrices and executors, it being my intention -that the said sum given to the various legatees and payable in ten annual installments shall not be held in trust for a period longer than the lives of the said legatees respectively.”

The 26th clause is as follows: “ All the rest, residue and remainder of my property and the interest which may be received from the sums set apart to pay the legacies hereinbefore devised, I give, devise and bequeath to my beloved wife, Ann Wiley, my sisters Mary Wiley and Elizabeth Wiley Gibson, my nieces Minnie Gibson and Sarah Boxborrow, and, my nephews Charles Boxborrow and Frank Assmus, to' be divided among them share • and share alike, and in case of the death of either my beloved wife, my sisters, my nieces or nephews before the whole of my estate shall be divided, then 1 direct the said residuary to be divided among the survivors only share and share alike.” > ,

It is conceded .that whexi the ■ testator wrote Boxborrow he [593]*593intended Roxbury. All of these residuary legatees were alive at the date of the. death of the testator, October 15, 1902. One of them, Charles W. Roxbury, was killed on July ll, 1903. At the time of said Roxbury’s death no part of the residuary estate had been divided by the executors among the. residuary legatees. Roxbury left surviving him a widow and four infant children. The executors when they came to make a division and 'distribution of the residnary estate divided it between the six remaining legatees. The learned surrogate has determined that Charles W. Roxbury having outlived the testator, became, upon the death of the latter, immediately entitled to an indefeasible vested one-seventh interest in ‘ such first part of .the residuary estate and its proportional share of the net income, of such estate from the date of the death of the testator, together with one-seventh of any interest that accrued before liis death from the sums required to be set apart to pay the annuities. This part of ' decedent’s estate, which, represents all that diaries W. Roxbúry is entitled to under the residuary clause of the will, passed upon his death to his administratrix and she is now entitled to receive the same.” Three of the six surviving residuary legatees appeal from so much of the decree as puts into effect the surrogate’s interpretation of .the clause in Controversy.

In Williams v. Jones (166 N. Y. 532) the court said: The intention of the testatrix must be. our absolute guide in construing her will. Such-is the mandate of the statute, and that principle is so-firmly established by the decisions of this and of her -courts as to render any citation of authorities needless.” Examining the will at bar we find the childless testator intent upon caring for his wife, his two sisters,*his sister-in-law, two nephews and two nieces. For we may dismiss the, specific legacies for small amounts from this consideration. To his wife he gave absolutely his house and its effects and $5,000. To the six others who were the object of his special care he gave various sums outright. To these six he also gave annuities for ten years after his decease. He then provided that in case of the. death of any of the beneficiaries to whom he had bequeathed any sum in his will before they had become entitled to the whole or any part of the said bequests, such part of the legacy bequeathed- should be paid' to their next of kin or legal representa[594]*594tives as- soon after their _ respective deaths- as may ' be convenient. - Having by codicil expressly revoked the 25tli clause- of the will. which had attempted to continue the annuities of the next of kin" or legal representatives of the annuitants in case of their death before the expiration of the term limited by the provision last cited, making the principal vest in the next of kin immediately on the death of the annuitant, he specifically in said ■ codicil ratified and confirmed his said will in each and every particular, except as modified by the codicil. He, therefore,,- clearly had in mind, so far -as the specific, bequests and. the annuities were concerned, the possibility of the death of said beneficiaries, both- before his own decease and also , thereafter and before enjoyment, and as to such specific legacies and annuities provided that they should not lapse but should pass to the ' next of kin. But when it came to the disposition of the bulk of" his estate, the residuum, “ all the rest3 residue and remainder of my property and the interest which may be received from the sums set apart to pay the legacies,” his purpose- was quite different and was . expressed in language so clear and apt as to leave, as it seems to me, no room for argument as to its. intent.. This estate lie intended ■ his .wife and the six relatives named to share and en joy. He knew them. He was concerned about them. These were the chosen objects of his bounty. - For their children, born.or nnborn,.or more remote kin, he had no care. And in express terms, he provided tliat if any of them should die before distribution, then the residuary should be divided among the survivors only, share and share alike.

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Bluebook (online)
111 A.D. 590, 97 N.Y.S. 1017, 1906 N.Y. App. Div. LEXIS 226, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-judicial-settlement-of-the-account-of-proceedings-of-wiley-nyappdiv-1906.