In re the Probate of the Last Will & Testament of Howland

37 Misc. 114, 74 N.Y.S. 950
New York Surrogate's Court·Decided January 15, 1902·Published·Cited by 4 cases

Opinion

¡Davis, S.

Hpon the return of the citation in this case, the contestant files an answer to the petition, under section 2624 of the Code of Civil Procedure, asks for a construction of the residuary clause of the will, and that it be declared void. ¡No question is raised as to the competency of the testator to make a will, and it is conceded that all the legal formalities were duly observed in the execution of the will. The fifth, or residuary clause, alone is challenged, which is as.follows:

"Fifth. All the rest, residue and remainder of the property and estate, real and personal, of every description, and wherever situated, of which I may die seized or possessed, or to which I may be entitled at the time of my decease, I give, devise and bequeath to my sons J. Edward Howland, Frederick D. Howland, Grenville M. Ingalsbe and John E. Parry, in trust, however, for the uses and purposes hereinafter named, to hold, manage and control the same, and receive and invest the dividends, increase, rents and profits thereof, or therefrom from time to time, and the proceeds of, or any part of the same, that may be sold or disposed of, or keep the same invested, for the use and benefit of my grand-children, the children of my sons J. Edward Howland and Frederick D. Howland, during the time and until said children shall attain the age of twenty-one years severally; the whole amount of said property so bequeathed in trust, with the increase and accumulations (less all taxes, 'expenses and commissions properly chargeable.thereto) to be equally divided between them, and paid over to said children, share and share alike, as said children severally become twenty-one years of age, absolutely, for their [116] own property, but if either of said children (grand-children of mine) shall die before coming twenty-one years of age, then the whole of said residuary estate to go to and belong to the child or children of my said sons who shall attain the age of twenty-one years.”

It is claimed that this clause offends against the statute, and is void, in that it is an attempt to create an accumulation of personal property that is unlawful, and also that it suspends the absolute ownership of personal property longer than two lives in being at the death of the testator.

^ It may be conceded, at the outset, that the clause is a perplexing one, and at the first reading our minds might incline to the conclusion that it ought not to be permitted to stand, but, upon a more careful reading, and upon the examination of the authorities, and the rules of construction that we are permitted to employ in cases of this character, the difficulties are more apparent than real, and finally disappear entirely, and leave nothing in the jray of carrying out the intent of the testator as expressed in the will, and that, too, without violating or offending any rule or principle of law.

The testator died leaving two sons, J. Edward Howland, aged forty years, and Fred D. Howland, aged thirty-six years, as his only heirs-at-law and next of kin; both sons married, the elder having no children, the younger having three sons, names and ages, respectively, as follows: Amasa W. Howland, nine years; Frederick Arthur Howland, four years, and Richard J. Howland, three years, at the time of the testator’s death. The plain intention of the testator, as is very clearly expressed in the fifth clause of his will, is, that the three grandchildren, the sons of Fred D. Howland, shall take the entire residuum of his estate, amounting, it is estimated, to'about $500,000; but the grandchildren, being infants, and, by reason of such infancy, legally incapable of owning, controlling or managing their said estate, it became necessary that the testator, by his will, make some provision for the management, control and preservation of the infants’ estate until the infants attained the age of twenty-one years, when the law would permit them to hold, control, manage, alien and enjoy their own property absolutely, so the testator named four persons as trustees, in whom he had confidence, to control, manage and preserve the estate of the infant legatees during their minority, and to [117] distribute it to them severally as each attained the age of twenty-one years. Under the said clause, the trustees were given certain instructions as to the management of the estate, and were also clothed with some discretionary power.

The simple question presented to us for our consideration and decision, then, is this: Does this clause of the will in question direct, or authorize, the trustees to do anything that is unlawful, or that offends against the statutes, or, in other words, is it a valid ■trust ?

It is argued that the clause in question directs an unlawful accumulation, in that it directs an accumulation for the benefit of after-born grandchildren, said accumulation to begin at the decease of .the testator, and before the birth of such children. No doubt, such a direction would be void (Manice v. Manice, 43 N. Y. 376), but, under plain and well-settled rules, we are not compelled to adopt such construction, because, upon the reading of the entire will, we are led to the conclusion that it was not the testator’s intention to create an accumulation that was unlawful, and we are not permitted to impute unto the testator any unlawful or unreasonable intent. Upon an intelligent reading of the fifth clause, we think that it is plainly and clearly susceptible of the construction that the testator’s intention was that it should refer to his grandchildren born during his lifetime, and in being at his decease. This construction, we think, viewed in the light of the surrounding circumstances, as disclosed by the proof given when the will was offered for probate, is more consistent with the testator’s intention than any other. Such construction does no violence to the spirit or language of the clause, and relieves us from any such difficulty as was. encountered in the case of Roe v. Vingut, 117 N. Y. 204, where the language used was “ such grand-children as may be born of my daughter * * * after my decease.”

At the time of the execution of the will in question, the testator was not an aged man; he was active in business, and had no reason to suspect but what he might live for several years. Moreover, we cannot impute to the testator any unreasonable nor an unlawful intent to so dispose of his property by will as to offend against or violate the statute; but, on the other hand, we are bound to presume that his intent was to make such a will as could be carried into effect in every particular without violating or offending [118] the statute, and the will must be given such construction, if possible. And it is one of the primary rules of construction that when a clause is susceptible of two constructions, one of which will render the will valid, and the other invalid, that construction will be adopted which will render the will valid, and prevent an intestacy in whole or in part. Roe v. Vingut, 117 N. Y. 204. It may well be that, to take some portion of the clause in question separate, and disconnect it from the rest, and so construe it, we would be constrained to declare it void, but, read and .construed as we have suggested, all difficulty disappears, and the opposite conclusion must be reached.

Free access — add to your briefcase to read the full text and ask questions with AI

In re the Probate of the Last Will & Testament of Howland, 37 Misc. 114, 74 N.Y.S. 950 (N.Y. Super. Ct. 1902).

37 Misc. 114 (In re the Probate of the Last Will & Testament of Howland) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

In re the Estate of Martin
32 Misc. 2d 555 (New York Surrogate's Court, 1961)
Coppedge v. Clinton
72 F.2d 531 (Tenth Circuit, 1934)
In re the Application under the Last Will of Kaufman
113 Misc. 202 (New York Surrogate's Court, 1920)
In re the Estate of Catlin
13 Mills Surr. 541 (New York Surrogate's Court, 1915)