In re the Judicial Settlement of the Accounts of Ewen

1 Gibb. Surr. 50, 7 Misc. 619, 28 N.Y.S. 583, 59 N.Y. St. Rep. 310
CourtNew York Surrogate's Court
DecidedMarch 15, 1894
StatusPublished

This text of 1 Gibb. Surr. 50 (In re the Judicial Settlement of the Accounts of Ewen) 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 Accounts of Ewen, 1 Gibb. Surr. 50, 7 Misc. 619, 28 N.Y.S. 583, 59 N.Y. St. Rep. 310 (N.Y. Super. Ct. 1894).

Opinion

Abbott, S.

George Ricard died on the Ith day of January, 1881. He left a last will and testament which was admitted to probate on the 9th day of February, 1881.

[51]*51By his last will and testament he made provision for various nephews and nieces, of which he left a large number surviving him. Among the provisions of his will were the following:

“Fourth. I give and bequeath unto Mary Catherine Johnson, Edward F. Randolph and Elizabeth Boose, children of my sister, Mary Agnes Van Name, the annual income or profit of and upon the sum of three thousand dollars each. On the death of either leaving a child or children, then the sum of three thousand dollars shall go to such child or children. On the death of either leaving no child or children, then the income or profit shall go to the survivor or survivors, and the principal shall be reserved to the child or children that may survive all three. If all three die leaving no child or children, then the principal shall be converted back into and remain with my estate.

“ Twelfth. I give and bequeath .unto my four nieces and two nephews, to wit, Maria Theresa Berrian, Mary Agnes Allen, Abby Louisa Ewen, Elizabeth Matilda Lamoreaux, George Ricard Connor, and John Ricard Connor, the net income of all my estate, both real and personal, excepting, however, and subject to such as is herein otherwise given and bequeathed, to be divided equally between them, share and share alike, for and during their natural lives. My executors hereinafter named shall take charge and control of my said estate, collect and receive the rents, income and profits thereof, pay all taxes, assessments and expenses, and divide the net proceeds, the one equal sixth part thereof to and for each of my aforementioned nieces and nephews, to wit, Maria Theresa Berrian, Mary Agnes Allen, Abby Louise Ewen, Elizabeth Matilda Lamoreaux, George Ricard Connor, and John Ricard Oonnor, share and share alike, the same to be paid annually, or as much oftener as my said executors may deem proper.

“Thirteenth. In case of the death of either of my. said four nieces, then I give, devise and bequeath the one equal sixth part of all my said estate, real and personal, to the children of such [52]*52niece who may survive her, and to the heirs of such of her children as may have died before her.

“Fourteenth. In case of the death of either of my said two nephews leaving a widow, the mother of his child or children, then the one equal sixth part of such net income theretofore paid to him shall thereafter be paid to such widow for and during her natural life, provided, however, that in the event of her remarrying, thence and from thenceforth such life estate and income -shall cease.

“Fifteenth. On the death of either of my said two nephews leaving no widow,- the mother of his child or children (or leaving such widow, then on her death or remarrying), then I give, devise and bequeath the one equal sixth part of all- my said estate, real and personal, to the children of -such nephew who may survive him, and to the heirs of such of his children as may have died before him.

“Sixteenth. For the purpose of carrying out the provisions of this will and making an equal division as aforesaid, my executors are hereby authorized and empowered to sell my said real estate or any part thereof, and also my personal estate or any part thereof, whenever in their opinion the same may be necessary and proper.”

The above-quoted clauses are the only ones which require construction in this proceeding.

The clauses of the will numbered twelfth, thirteenth, fourteenth, fifteenth and sixteenth, constitute substantially a single clause, and are to be construed together. Taken by themselves, they present no difficulty in their interpretation.

The effect of the dispositions contained in these clauses is: (1) To exclude all property previously attempted to be disposed of. (2) To divide the property into six equal parts. (.3) To pay the income of one such equal share to each of the nephews .and nieces named for life. As to the shares of the nephews, to pay the income to their respective surviving widows, if any, mothers of their children. (4) To pay the capital of their respee[53]*53tive shares to the children and descendants of the nephews and nieces respectively per stirpes. (5) If no children survive the nephew or niece or widow of a nephew, then as to the capital of such one-sixth share set apart for the benefit of such nephew or niece, no disposition has been made by the testator, and the same passes to the next of kin and heirs at law of the testator.

The “fourth” clause of testator’s will above quoted bears no particular relation to the other portions of the will, and may be interpreted as though the property disposed of by it constituted the entire estate of the testator.

It is true that as to each sum of $3,000 upon a certain com tingency contained in this clause, namely, the death of Mary, Edward or Elizabeth, leaving no child or children, the disposition has the effect to suspend the absolute ownership of at least one of the funds beyond two lives in being.

The rule of construction of such testamentary dispositions as that above quoted was apparently well settled in this State by the case of Knox v. Jones, 47 N. Y. 389, and cases citedi at page 397.

The testator in that case, Alfred G. Jones, bequeathed his residuary estate in trust to collect» the whole income and pay the same: (1) To testator’s brother, William B. Jones, during his life. (2) On the death of said brother said income shall be divided equally among testator’s sisters, Catharine and Georgiana. (3‘) On the death of either Catharine or Georgianna to the survivor of them for life. (4) On the death of both, the entire principal was bequeathed to the children of Georgiana. (5) If no child of Georgiana survived Catharine and Georgiana, the entire principal was bequeathed to Columbia O'ollege. Held, that the bequest was void. Judge Allen says at page 39J: “It is true that it is possible that, by the death of one or both of the sisters during the life of the brother, the absolute ownership may not actually be suspended beyond the time allowed by the law, but this possibility will not sustain the will. If the suspension of absolute ownership will not, under all circumstances, that is, [54]*54necessarily, terminate within the prescribed period, the disposition is void.”

In this case it was clearly the intention of the testator that the title to the whole fund should vest in the trustee, and that under no circumstances should the absolute ownership of any part of the fund vest in any person until after the termination of the three lives of Wm. B., Catharine and Georgiana.

The general rule above stated has always been and is now recognized as the proper rule of interpretation, with a slight qualifications under the later decisions.

In Purdy v. Hayt, 92 N. Y. 446, the subject-matter involved was real property, and much of the authority of that case has no bearing whatever upon the subject now under consideration.

It did, however, contain a construction of the statute against perpetuities upon facts as to real property not unlike those now involved as to personal property.

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Related

Purdy v. . Hayt
92 N.Y. 446 (New York Court of Appeals, 1883)
Knox v. . Jones
47 N.Y. 389 (New York Court of Appeals, 1872)
Underwood v. . Curtis
28 N.E. 585 (New York Court of Appeals, 1891)
Hawley v. James
16 Wend. 61 (Court for the Trial of Impeachments and Correction of Errors, 1836)

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Bluebook (online)
1 Gibb. Surr. 50, 7 Misc. 619, 28 N.Y.S. 583, 59 N.Y. St. Rep. 310, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-judicial-settlement-of-the-accounts-of-ewen-nysurct-1894.