In Re the Judicial Settlement of the Account of Truslow

35 N.E. 955, 140 N.Y. 599, 56 N.Y. St. Rep. 491, 1894 N.Y. LEXIS 1242
CourtNew York Court of Appeals
DecidedJanuary 16, 1894
StatusPublished
Cited by16 cases

This text of 35 N.E. 955 (In Re the Judicial Settlement of the Account of Truslow) is published on Counsel Stack Legal Research, covering New York Court of Appeals 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 Truslow, 35 N.E. 955, 140 N.Y. 599, 56 N.Y. St. Rep. 491, 1894 N.Y. LEXIS 1242 (N.Y. 1894).

Opinion

Gray, J.

I quite agree with the General Term justices that the word “ children ” is used in this will in its primary signification. It is very clear that the testator thus refers to his immediate descendants and not to grandchildren. When he has remote descendants in view, he refers to them through the use of the word “ issue.” It is undoubtedly true that the term “ children ” may include “ grandchildren; ” but to give to it that very comprehensive meaning, we should be able to find such an intention on the testator’s part from other expressions or clauses in the will. I am not aware of any case, in which the term children ” has been given a broader signification than it naturally imports; except there was something in the will which called for and justified it. In this will, *604 wherever a reference is made to other descendants than the testator’s immediate offspring, they are spoken of as the “ issue,” or the “ lawful issue,” of his children and in one notable instance, in the seventh clause, the testator makes a certain disposition of his estate, “ in case of the death of my wife and all my children and their descendants before me.” That emphasizes his understanding of the term “ children ” as excluding such remote descendants as grandchildren.Therefore, in directing his trustees, “if either of his said children shall die and leave no issue surviving them * * * to pay * * * the capital of the share held for the use of the one so dying, to and among my surviving children equally,” the testator meant his immediate descendants, and the application of that language to the case of Mrs. Curtis’ death, childless, is to hold that, certainly, the trust fund set apart for her at testator’s death belonged to Gilbert, testator’s son. Mrs. Beard had predeceased Mrs. Curtis and her children were certainly not accorded a participation in that particular trust fund. Thus far, then, there is no difficulty in agreeing with the opinion of the General Term, as to what should be done with so much of the estate. But I do find great difficulty in reaching a conclusion that, as to the trust fund created and held for testator’s widow, during her life, when, by her death, it was ready for distribution, the grandchildren were confined to a one-third share. Restricted as we are to the reading of this instrument, in our search for the intentions which underlay its execution, I am strongly inclined to judge that an intention is manifest, from certain differences in the testamentary directions, if not from anything very positive in the expressions, of making the final division of the estate upon a more equitable basis, as to the members who should then compose the family of testator’s descendants. If there is that difference apparent in the disposition of the trust fund, before and after the death of the widow, and the balance, if it does not incline in the grandchildren’s favor, at least, is equal with respect to their interests, I think the courts should uphold their right to share in the fund in *605 controversy. Language should not be strained, nor words given an unusual meaning, in order to work out a result favorable to the issue of a deceased child ; but where it is possible to favor them, consistently with a. fair reading of the will and with an equitable view of the disposition of the estate, it should be done, upon principles of justice, as upon authority. (Scott v. Guernsey, 48 N. Y. 106 ; Matter of Brown, 93 id. 295.) Now in this will it is to be observed that, after directing what disposition shall be made of the share of his child, who dies with, or without, issue, the testator proceeds to direct that: “ If * * * at the decease of my wife either of my children shall have died leaving issue * * * surviving my wife * * * my executors shall pay * * * to and among such issue, equally, the share which would have been set apart for the use of the parent, if he or she had survived * * * my wife, such payments * * * to be made * * * when they attain the age of twenty-one years.” If, in this case, Mrs. Beard had lived to survive testator’s widow, what share would have been set apart for her ? It has been, and it is, said that it would be only a one-third of the trust fund held for the widow; by force of that previous direction, at her death to divide it into three parts and to set apart one for the use of each of his three children. The argument in aid of this answer is, unquestionably, very forcible. But while a literal reading upholds it, there is, in the rest of the will, the indication of an intention that the clause shall not be limited, in its operation, to a literal reading. The testator looked forward to a survival by his three children of their mother’s death and, accordingly, made the provision given in the clause just mentioned. He anticipates the possibility of a child’s death, intermediate his own and his widow’s death, and without issue ; and he directs, in such event, a payment of the capital of the share held for that child to his surviving children. Now the trustees, in a sense, were holding, not only the particular share, or fund, taken out of the residue for the child, at the time of testator’s death, but also a one-third share of the trust fund created for the widow, to *606 be enjoyed upon her death. In the event of the child’s death, his or her interest in that trust fund would shift, and, under the earlier direction in the paragraph, would vest in his or her issue; or, if having left none, in the surviving children of the testator. But a qualification of that direction is introduced in the later paragraph, which respects the rights of the issue of a deceased child, if surviving testator’s widow; to the effect that they shall receive what their parent would then have been entitled to, if living. So that while, by reason of Mrs. Curtis’ death, childless, after Mrs. Beard and before her mother, that part of the trust fund presently held for her, according to an explicit. direction, went wholly to Gilbert; yet, upon the widow’s death, as Mrs.Curtis’ interest in that trust fond would have been distributable, if Mrs. Beard were living, equally between her and Gilbert, her (Mrs. Beard’s) previous decease, leaving issue, brought into operation that later direction to pay to such issue, if they survived the widow, the share which would have been set apart for the use of the parent ” and, thus, gave to them one-half of the trust fund to be distributed. That the testator intended that the issue of a child should never receive more than one-third of the residuary estate is very strongly negatived from the following provision, in which he says: “ If either of my children shall die before me leaving no issue surviving me, then I direct my executors to divide the residue of my estate into two equal shares and designate one for the use of each of my surviving children,” etc. If that was his intention, in the event of a death of a child before him, shall we, and must we, not say that the same intention dominated future occurrences, such as we have here ? I. think that he did intend, upon his wife’s death, if a child had previously died, leaving issue who survived, not merely that they would take the one-third intended originally for their parent, but that they would take just what their parent would have been entitled to, if surviving and the previous event of a brother’s or sister’s death, childless, had happened. I recognize the obstacles in the way of this construction ; which are interposed

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Bluebook (online)
35 N.E. 955, 140 N.Y. 599, 56 N.Y. St. Rep. 491, 1894 N.Y. LEXIS 1242, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-judicial-settlement-of-the-account-of-truslow-ny-1894.