In re the Judicial Settlement of the Account of Shulsky

120 Misc. 232
CourtNew York Surrogate's Court
DecidedJanuary 15, 1923
StatusPublished
Cited by3 cases

This text of 120 Misc. 232 (In re the Judicial Settlement of the Account of Shulsky) 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 Judicial Settlement of the Account of Shulsky, 120 Misc. 232 (N.Y. Super. Ct. 1923).

Opinion

Schulz, S.

The decedent left him surviving his wife and three minor children. By his last will and testament, after a direction as to the payment of his debts, etc., and a legacy of $500 to a sister, he bequeathed his household furniture and effects and his automobile to his wife.. He also devised certain real estate to her, directed his executors to pay all encumbrances existing against ” the same and stated that it was his intention to devise said property to her free and clear of all encumbrances.” One-half of the residue he gave, devised and bequeathed to his executors and trustees in trust for his wife, she to receive the income during her life, and upon her death the principal to be divided among their children, her surviving. One-sixth thereof he gave, bequeathed and devised to his executors and trustees in trust for each of his children, for two during their respective minorities and for one [234]*234until her marriage, and directed them to turn over the entire principal and interest of the fund ” held in trust for each child to such child when two of them reached the age of twenty-one years and the other was married, respectively. Pending the termination of the trust he directed the executors and trustees to pay to his wife out of the income and interest of each of such trust funds a sum not exceeding $600 a year for the support and maintenance of each child.

By the 10th paragraph of his will he provided as follows: In the event of the 'combined incomes from the trust funds herein created for the benefit of my wife and my children, being less than seventy five ($75) dollars per week, during the minority of all my children, I direct my executors and trustees to take such difference from the principal as may be necessary to make up said seventy five ($75) dollars per week, during the minority of all my children.”

A construction as to three matters is requested. The executors are in doubt as to who is chargeable with the interest on mortgages which were hens upon the real estate devised by the decedent to his wife, and which accrued before and after his death and up to the dates of maturity of such mortgages.

The devise took effect upon the death of the testator and the mortgages were encumbrances upon the real estate at that time, for the principals thereof plus accrued interest and plus the right to accruing interest in the mortgagee. The devisee was to enjoy the property free and clear off all encumbrances;” hence, the interest, as well as the principals, is chargeable against and should be paid out of the estate and not by the widow.

The second question arises from the language of paragraph X. Did the testator by the word “ principal ” there used mean the principal of the trust fund for his wife only, or did he also mean the principals of the trust funds established for his children? •

It is evident that the decedent intended, pending the trusts, to provide for his wife and children out of the residue of his estate by giving his wife the income of one-half thereof and applying tó the use of each of the children the income of one-third of the other half until two were respectively twenty-one years of age and the other was married. By the 10th paragraph of the will, however, he added to and qualified all that he had theretofore expressed by indicating clearly that he had one dominant intent, namely, that his wife was to have not less than the sum of seventy-five dollars per week during the minority of his children. It is evident that he wished his wife to receive this amount for the support and maintenance of herself and of her children while-they were minors, and in order to provide the sum which he deemed adequate for that [235]*235purpose, he directed his executors and trustees to make up the difference from the principal in the event that the combined incomes from the trust funds that he had created did not amount thereto.

Paragraph X follows the four paragraphs of the will which set up the trusts for the testator’s wife and three children, and in it he speaks of the “ combined incomes from the trust funds ” and then makes the direction with regard to principal. When he used the word “principal,” he was referring to the principal of all of these trust funds of which he had just spoken and not to any one of them. I see no reason for construing the word “ principal ” to mean the principal of the trust fund for his wife only.

While the general rule is well established that words which tend to cut down bequests in a will must be as clear as those in which the bequest is made, I think the manifest intent of the testator gathered from a reading of his whole will, together with the language used, shows clearly what his intent was, and that intent should, and in view of the language used may, be given effect. Marks v. Halligan, 61 App. Div. 179; Roe v. Vingut, 117 N. Y. 204, 212; Felter v. Ackerson, 35 App. Div. 282; Matter of Hoffman, 140 id. 121, 125; modified in other respects, 201 N. Y. 247.

Even though the language of paragraph X were not as clear, definite and certain as that which preceded it in the will, if the whole document discloses the intention, the rules of construction must give way. Rules for the interpretation of wills are canons of construction which yield to the actual intention of the testator, where that is otherwise plainly disclosed, and are instrumentalities for ascertaining, not subverting, such intention. Paget v. Melcher, 21 Misc. Rep. 196; Tyndall v. Fleming, 123 App. Div. 837, 839; Robinson v. Martin, 200 N. Y. 159. It is only where the will fails to express or disclose the intention of the testator that resort is had to the technical rules of construction established by the decisions. Robinson v. Martin, supra. Effect should be given, if possible, to all of the language used in the will; qualifying words are to be harmonized with the words they qualify, and if, when harmonized, the intention is manifest, it should be given effect. Tyndall v. Fleming, supra. The provisions in the will for the support of the testator’s wife and children should receive the most favorable construction to accomplish the purpose intended. Thurber v. Chambers, 66 N. Y. 42; Stimson v. Vroman, 99 id. 74.

I reach the conclusion that the testator intended that if the combined incomes from the trust funds amounted to less than seventy-five dollars per week, the executors and trustees were to take the difference from the principals of such of the trust funds as were still in their hands at that time.

[236]*236The last element of uncertainty is due to the provision that the weekly sum of seventy-five dollars shall be made up out of principal, if necessary, during the minority of all of his children. Was it the intention of the decedent that the right of his wife to receive at least seventy-five dollars per week was to end when the oldest of his three children attained the age of twenty-one years, or did he intend that she should receive that amount while any of the children were still minors?

The former construction would no doubt be possible, if the words were taken standing alone by themselves, but they must be considered in the light of the circumstances and in connection with the other parts of the will. See cases cited in Matter of Gorges, 120 Misc. Rep. 171.

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