In re the Peoples Trust Co.

106 Misc. 609
CourtNew York Surrogate's Court
DecidedMarch 15, 1919
StatusPublished
Cited by1 cases

This text of 106 Misc. 609 (In re the Peoples 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 Peoples Trust Co., 106 Misc. 609 (N.Y. Super. Ct. 1919).

Opinion

Ketcham, S.

The 5th paragraph of the will under which this account is made is as follows:

“ Fifth. I direct my executor hereinafter named to pay off the Eleven hundred dollar ($1,100.) mortgage upon either of the houses of my sister-in-law, Mary Williamson, known as Numbers 965 and 967 Herkimer Street, in the Borough of Brooklyn, City of New York, together with any arrears of interest thereon, out of the first funds that may be available after my death, in case there is then any mortgage unpaid thereon, said payment to be a bequest to my said sister-in-law. ’ ’

It is claimed that the provision for the payment of the $1,100 mortgage must fail because the premises on which, according to the will, the mortgage was a lien were therein described as either 965 or 967 Herkimer street, while in fact the beneficiary of the provision had no premises in Herkimer street. It is true that she owned no property in Herkimer street, but she did own two houses in Putnam avenue, Nos. 963 and 965, and at the time when the will was made there was and [611]*611is now a mortgage of $1,100 on the house No. 963 Putnam avenue. The sister-in-law then lived in the house No. 965 Putnam avenue, and the testator had lived in Herkimer street for many years, about twelve blocks from the residence of a sister-in-law, and was familiar with the neighborhood.

There were three elements of description employed in the will to designate the mortgage which was to be paid, two of which aptly applied to the mortgage on 963 Putnam avenue, and one of which was erroneous. The house on which the mortgage intended to be paid was a lien was correctly described as “ either of the houses of my sister-in-law.” The mortgage intended to be paid was correctly described as a mortgage of $1,100 on one of the sister-in-law’s houses. The remaining detail of description was wrong, for she had no house in Herkimer street. But the designation of the mortgage by its amount and as a mortgage on a house of the sister-in-law was quite as definite and demonstrative as the inaccurate description by the number and name of the street. Hence, when two elements characterizing the mortgage point unfailingly to the incumbrance upon a house which was in Putnam avenue, and one element only is in discord, an ambiguity lurks in the description, which must be solved by parol evidence. The evidence which discloses the ambiguity resolves it.

The testator meant that an $1,100 mortgage should be paid off. His solicitude for his sister-in-law appears in his direction that it should be paid out of the first funds that may be available after his death. He himself had three pieces of property situated in Herkimer street, and in his will there were written four references to them by the use of the name ‘' Herkimer.” That he fell into mistake when he described the property known to be of his sister-in-law by the [612]*612use of the name Herldmer is certain, for she had no property of that name. His mistake in this respect being necessarily conceded, the method of his error is plain. Either he or his draftsman having the street name in mind from its earlier use in the will was led into its misuse when the property of the sister-in-law came to be described.

This is a case in which every mind which addresses itself to the question will resolve that the testator meant to direct the payment of the mortgage on the house in Putnam avenue, and the wisdom of the law will not be less than that of the wayfaring man.

The direction that the payment of the mortgage is “ to be a bequest to my said sister-in-law ” must be regarded as a direct gift of the sum named. True, it is the payment that is said to be a bequest, but it is reasonable to say that it is the payment directed or the provision for payment which is contemplated as forming a bequest. There would be no sense in a construction which would make the legacy consist of the actual payment. A bequest must be a gift completed in intention by the will. The mind cannot conceive of a bequest which could never come into existence until it was'discharged. Unless it was meant to extend the direction as to a limited method of payment, the provision that the sister-in-law should have a bequest was without office in the will.

The instrument should be considered as if it read: “ I give to my sister-in-law $1,100 as a bequest, which I direct my executors to carry into effect by the payment of a mortgage on her property.” The significance of an actual gift of $1,100 vested by the will at the death of the testator, is that the legatee was to have that amount in any event, and that if the means prescribed for its payment should fail, the gift would still be preserved.

[613]*613The bequest is the primary feature of the provision under examination,' and the method of payment is a mere incident. It is evidence of a testamentary intent that the legatee shall have the benefit thereof in any event, for one of the fixed ingredients in a bequest is that it shall be paid. If the purpose of the testator that it shall be paid by means prescribed in his will be disappointed, there still remains the gift embracing all the features of a general legacy of money.

Again, if the will at bar cannot be considered as if there were an adequate description of the mortgage on 963 Putnam avenue, then it results that there was a clear intention that the sister-in-law should be benefited to the amount of $1,100, and that the will indicates a means of assuring that benefit which is impossible. In such event, clearly the primary purpose that she shall have the equivalent of $1,100 must dominate. The bequest of $1,100 must prevail, unless it is cut down or impaired by other provisions of the will of at least equal force and expression. Roseboom, v. Roseboom, 81 N. Y. 356; Clarice v. Leupp, 88 id. 228; Campbell v. Beaumont, 91 id. 464; Freeman v. Coit, 96 id. 63; Benson v. Corbin, 145 id. 351; Hacker v. Hacker, 153 App. Div. 270; Matter of Griffith, 105 Misc. Rep. 562.

It must be admitted that the language of this will by which it is sought to limit the benefaction of the testator to a mode of discharge is not as clear and express as the words containing the gift. If such language be confined to a direction that the bequest shall be discharged by the payment of a mortgage upon the house, owned by the sister-in-law and situate in Herkimer street, it then is senseless and inefficient for any purpose. We have then a plain intention to secure the sister-in-law the benefit of $1,100, and, indeed, a bequest to her of that amount. Can this be cut down or impaired by a direction which, upon parol explana[614]*614tion, appears as a mere confusion of words incapable of any application to the testator’s intent?

There are many English cases holding that where a benefit for a person named is conferred by will for a specific purpose and that purpose cannot be fulfilled, the beneficiary is entitled to the benefit generally, and may enjoy the same as an unconditional bequest.

In Hammond v. Neame, 1 Swan. 35, there was a gift in trust to pay the income to M. H. H. for and toward the maintenance and education of all and every child of the said M. H. H. until such children should attain the age of twenty-one years, then to transfer the principal equally among such children; or in default of such issue to the nephews and nieces of the testator living at the death of M. H. H. The said M. H.

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106 Misc. 609, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-peoples-trust-co-nysurct-1919.