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

136 A.D. 781, 121 N.Y.S. 467, 1910 N.Y. App. Div. LEXIS 146
CourtAppellate Division of the Supreme Court of the State of New York
DecidedMarch 4, 1910
StatusPublished
Cited by18 cases

This text of 136 A.D. 781 (In re the Probate of the Last Will & Testament of Lally) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re the Probate of the Last Will & Testament of Lally, 136 A.D. 781, 121 N.Y.S. 467, 1910 N.Y. App. Div. LEXIS 146 (N.Y. Ct. App. 1910).

Opinion

Carr, J.:

The appeal is by the widow of the decedent who contested the probate. The will was made before the marriage of the decedent with his wife, the contestant, and contains no provision for her. When the will was made, in May, 1900, the testator was a widower with six living children. Some time thereafter, in October, 1901, he married the contestant and four children were born of that union and survived the testator. At his death, in October, 1909, ten children survived him, six as issue of the first marriage and four as issue of the second. -

The will is brief in form and provides as follows:' “First. After mv lawful debts are paid, I give, devise and bequeath all my property and estate of every name, character and description- to my executors and trustees hereinafter named, in trust; nevertheless, to hold, manage, lease, let, sell or otherwise dispose of the same, and to invest and reinvest the proceeds thereof and use and employ the income and profit therefrom for the support and education of such, child or children of mine as may survive me, during their minority [783]*783and when the youngest of such children shall arrive at the age of twenty-one to divide and distribute the principal and any accumulated income between such children, share and share alike.”

It is claimed by the contestant that the entire will became revoked by the marriage of the testator after it was made and the subsequent birth of children of the new marriage. There is no merit in this objection, as under the terms of the will the children born of the new marriage are provided for by the testator as “ such child or children of mine as may survive me,” and, in fact, they receive greater provision under the will than they should receive should the will be deemed revoked. It appears that the testator left a very substantial personal estate, and, had he died intestate, his widow would take an absolute one-third part of this, thus reducing very materially the amount distributable among his children. (Decedent Estate Law [Consol. Laws, chap. 13 ; Laws of 1909, chap. 18], §98.)

This casé "is clearly not within the provisions of the statute which works a revocation of a will where the testator subsequently marries and leaves issue of the marriage surviving him, for the revocation takes place only “ unless provision shall have been made for such issue by some settlement, or unless such issue shall be provided for in the will, or in such way mentioned therein, as to show an intention not to make such provision,” etc. (2 R. S. 64, § 43 ; revised in Decedent Estate Law [Consol. Laws, chap. 13; Laws of 1909, chap. 18], § 35.)

As to the validity of the trust clause set forth in the will, a more substantial and most interesting question arises.

There were ten children of the testator him surviving, the youngest of whom is a daughter- of Margaret Lally, aged three years, and all of whom were minors. The estate of the decedent consisted of real and personal property, all of which was devised and bequeathed to . certain persons in trust for the decedent’s surviving children. This trust is attacked as invalid, on the ground that it suspends the power of alienation of the real property for more than two lives in being at the time of the testator’s death, and likewise suspends the absolute ownership of the personal property for more than two lives. Some discussion was had between the parties to this appeal as to whether the will does not work an equitable conversion of the testator’s real [784]*784property, and whether that, therefore, the whole estate to be held in trust should not" be considered as personal property for the purpose of testing the validity of the trust.- The legal questions involved in the lawfulness of the trust arise as well whether the- trust estate be mixed, consisting of real and personal property, Or whether it be personal property only. The question of ail equitable conversion under the terms of this will is not necessary to the decision of the primary question as to' the lawfulness of -the trust in question, however important it might be under different circumstances.. The testator has attempted to constitute one trust corpus consisting of all his estate, -real and personal. . If his intention could not be upheld as to the very 'substantial portion of his estate, which consisted of pér-. sonal property, his primary purpose would be so interfered with as t,o frustrate the entire scheme -of the will and. .the whole trust should fail and. fall.

The contestant’s contention is as follows: The. trust in question is made to continue during the minorities of. ten living children, all of whom are minors, and, therefore, there is as to the real estate -a suspension of the power of alienation, and as to the personal property a suspension of ownership for moré' than two lives in being .at the time of decedent’s death. !

-If this is the true effect of the trust clause, then it clearly violates the statutes against perpetuities. (See Real Prop, Law [Consol. Laws, chap. 50; Laws of 1909, chap. 52], § 42; Pers. Prop. Law [Consol. Laws, chap. 41; Laws of 1909, chap. 45], § 11.) The rule of decision on this point -is to be based upon the interpretation or construction of the provisions of this will as' indicative. of the testator’s purpose. •

As is usual whenever the question of interpretation arises, numerous authorities are 'cited- by either side as controlling. Each and every one of them is authoritative only upon its own: facts, however helpful and illustrative it may be as to the general rules applied by courts in interpreting written instruments. The. well-understood primary rule is that theri-ntention-. of- the testator is to; prevail,-if it can be ascertained. In this will before ús, did the testator intend to create a trust which should last during ten distinct minorities, as the appellant claims, or was' the duration of -thfe trust limited to but one minority, as the respondents answer?.

[785]*785The trust here in question is “ to hold, manage, lease, let, sell or otherwise dispose of the same [the testator’s real and personal property] and to invest and reinvest the proceeds thereof and use and employ the income and profit therefrom for the support and education of such child or children of mine as may survive me, during their minority, and when the youngest of such children shall arrive at the age of twenty-one to divide and distribute the principal and any accumulated income between such children, share and share alike.”

The words “ the youngest of such children ” relate back to the earlier phrase such child or children of mine as may survive me,” and in this, case apply to Margaret Lally, aged three years. It is well-settled law on the question here at issue that the suspension of the power of alienation or right of ownership during a minority is not equivalent to a suspension for a fixed period, but amounts at most to a suspension as to but part of a life, because the law reads into such a suspension the alternative condition that the suspension shall terminate if the life chosen as the standard of duration should end before the expiration of the minority. (Becker v. Becker, 13 App. Div. 342; Jacoby v. Jacoby, 188 N. Y. 124 ; Coston v. Coston, 118 App. Div. 1; Sawyer v. Cubby, 146 N. Y. 192; Van Cott v. Prentice, 104 id. 45, 56 ; Roe v. Vingut, 117 id. 204.)

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136 A.D. 781, 121 N.Y.S. 467, 1910 N.Y. App. Div. LEXIS 146, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-last-will-testament-of-lally-nyappdiv-1910.