In re the Judicial Settlement of the Account of the Brooklyn Trust Co.

9 Mills Surr. 146, 76 Misc. 110, 136 N.Y.S. 460
CourtNew York Surrogate's Court
DecidedMarch 15, 1912
StatusPublished

This text of 9 Mills Surr. 146 (In re the Judicial Settlement of the Account of the Brooklyn Trust Co.) 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 the Brooklyn Trust Co., 9 Mills Surr. 146, 76 Misc. 110, 136 N.Y.S. 460 (N.Y. Super. Ct. 1912).

Opinion

Ketcham, S.

The will under which the trustee accounts devises the estate in trust to pay the income thereof to the testator’s son, George H. Litchfield, during his life. As to the same trust the will proceeds:

Third. Upon the death of my said son George H. Litchfield this trust shall cease and I hereby give, devise and bequeath all my estate, real and personal, to the children of my said son George H. Litchfield surviving him, in equal portions, share and share alike.”

[148]*148George H. Litchfield, the son, died after his father, without children or issue surviving him.

For this contingency the will makes no provision. The result is intestacy as to the whole estate, save for the devise in trust for George H. Litchfield, which is exhausted.

This means that the estate is now to be disposed of in the same manner as if the will were blank as to any disposition to be made after the death of the son. It is in law a blank in that respect for all present purposes, and the disposition is ±o be made as if the third paragraph were not written.

It will be convenient to assume that the questions raised Telate only to personal property. If the fact, suggested in •the account, be otherwise, the result reached with respect to personal property may be extended to the heirs at law.

It is claimed, on one hand, that the persons to whom distribution is to be made are those who were the next of kin .at the time of the testator’s death and, necessarily, the legal Tepresentatives of any such next of kin as may have died.

The contrary claim is that the next of kin to whom distribution is to be made are those persons who fulfilled that description at the time of the death of the life beneficiary.

The testator was widowed at the time of his death and George H. Litchfield was his only child. Hence, if the distribution is to be made by ascertaining the next of kin as of the time of the testator’s death, George H. Litchfield was the only next of kin, and the interest which fell into him at his deathe belongs to his executor.

Plainly the estate is to be controlled by the laws which govern in cases of intestacy. Howland v. Clendenin, 134 N. Y. 305; Clark v. Cammann, 14 App. Div. 127; 160 N. Y. 315; Van Nostrand v. Marvin, 16 App. Div. 28; Grinnell v. Howland, 51 Misc. Rep. 132.

The Statute of Distributions cannot be conceived of as [149]*149contemplating any point of time for the ascertainment of the persons to whom its distributions are to be made except the time of the decedent’s death. It is never applied to any other period. Interests in the personalty of an intestate, though sub jet to the mechanics of administration, vest at the death no less certainty and automatically than estates in lands descend at the moment of the death of the ancestor,

The facts of this estate cannot be distinguished from those which arose in the estate involved in Howland v. Clendenin, supra. In that case, the testator left ten children, as to two of whom he created trusts alike in terms. In each of these trusts the direction was to pay the income to a child for life and to pay the principal, upon the death of the child, “ to her issue living at the time of her decease.” The two beneficiaries* were daughters, neither of whom had born children and both of whom had passed the child-bearing age at the time when, the will required judicial construction.

The court held that if the two children described supra should die without issue the portions allotted to them for life-were to be disposed of as assets of which the testator died intestate and were to be distributed “ among the heirs-at-law and next of kin of the testator.” Neither in the judgment under review in the case cited nor in the opinion was there any specific direction or instruction as to whether or not the-heirs at law or next of kin were those who answered to that, character at the death of the decedent.

But the question, which was not essential to the case of Howland v. Clendenin, thereafter arose upon the same will, after the death of the two daughters, in the case of Grinnell v. Howland, supra, where Mr. Justice Blanchard says: “It it well settled in this State that where any part of an estate passes to the heirs-at-law or next of kin of the testator by reason of intestacy as to such portion, the heirs-at-law and [150]*150next of kin are to be determined as of the date of the testator’s death (citing cases) * * * . Accordingly the fund held in trust * * * must be distributed among the heirs-at-law and next of kin of the testator, determined as of the time of the testator’s death, with the result that the estates of each -of the children mentioned in the will shall receive respectively -one-tenth of said funds.”

The direction of the opinion is precisely quoted to emphasize that the estate of each of the deceased beneficiaries for life was thereby awarded its proportionate share of the fund which had been held in trust for such deceased.

The effect of this award was that among the heirs and next of kin as they stood at the time of the testator’s death was teach beneficiary upon whose life estate the reversion supervened.

If the legal representatives of one of these deceased children should take on her death a fractional part of the fund once held in trust for her, then the executor of George H. Litchfield must take the whole reversion which has fallen in at his death by the operation of the statute.

George H. Litchfield at all times after his father’s death must, therefore, have been vested with an estate or interest defeasible upon the event that a child might be born to him and survive him, and contingent as to enjoyment upon his own death.

It may be a hard saying to the general mind, but it is not legally incongruous, that one may have an estate in reversion which, though vested, is so postponed that he cannot enjoy it until he is dead, nor is it doubtful that a tenant in reversion may have added to the features of his estate, thus described, the further element that he is also vested with the particular intermediate estate which keeps him out of his alternate estate -so long as he lives.

In Van Nostrand v. Marvin, supra, these subtleties are [151]*151recognized. In that case, Mr. Justice Bradley considers where would remain the fee during the lives of persons bearing substantially the same relation to the estate as that which was supported by George H. Litchfield Rejecting the ancient notion that the fee remained in abeyance, Judge Bradly says: “ The later and better view is that there is no support in the law for such doctrine of abeyance; and that instead of remaining in mere expectation until the contingency arises to give effect to a grant or devise of such future estate of inheritance, the fee remains in the grantor or the heirs of the devisor until the event occurs which opens the way permitting it to become operative. The transition only, rests in abeyance until then.”

This was written in a case where there was a devise in trust to apply the income to the use of children during their lives and after their decease to pay the principal to their children. The testator was suhvived by three children and the child of a deceased child, his only heirs at law. It was held that the grandchild took a one-fourth part of the estate in trust under the description of the word “ children.” The beneficiaries left no children.

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Related

Howland v. . Clendenin
31 N.E. 977 (New York Court of Appeals, 1892)
Clark v. . Cammann
54 N.E. 709 (New York Court of Appeals, 1899)
Clark v. Cammann
14 A.D. 127 (Appellate Division of the Supreme Court of New York, 1897)
Van Nostrand v. Marvin
16 A.D. 28 (Appellate Division of the Supreme Court of New York, 1897)
Grinnell v. Howland
51 Misc. 132 (New York Supreme Court, 1906)

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Bluebook (online)
9 Mills Surr. 146, 76 Misc. 110, 136 N.Y.S. 460, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-judicial-settlement-of-the-account-of-the-brooklyn-trust-co-nysurct-1912.