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

11 Mills Surr. 57, 82 Misc. 219, 143 N.Y.S. 546
CourtNew York Surrogate's Court
DecidedSeptember 15, 1913
StatusPublished
Cited by3 cases

This text of 11 Mills Surr. 57 (In re the Probate of the Last Will & Testament of Sinnott) 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 Probate of the Last Will & Testament of Sinnott, 11 Mills Surr. 57, 82 Misc. 219, 143 N.Y.S. 546 (N.Y. Super. Ct. 1913).

Opinion

Fowler, S.

This cause involves the construction of a will entitled to probate in a proceeding where construction is properly justifiable under the Code of Civil Procedure. The testatrix left two sons her surviving, her only next of kin and heirs at law. By her will she devised the house and lot known as No. 508 West Thirty-seventh street, borough of Manhattan, to her executor in trust, to receive and collect the rents and to apply the net profits of the same for the benefit of her son Edward during the life of his wife, and upon the death of cestui que vie remainder to Edward, if then living, in fee, and if not remainder over, etc. The precise nature of the remainders contained in the limitation in trust it is not now essential to consider at length. Subsequently to making her will it appears that testatrix in her lifetime sold the said house and lot so devised for the benefit of Edward, .taking back a mortgage to secure a part of the purchase money, about $16,000 in all. The will contained a residuary clause giving all the rest, residue and remainder of the estate to her son, Dr. John J. Sinnott, the executor.

In behalf of Edward Sinnott it is claimed that the proceeds of the sale of the house mentioned, some $16,000, are to be held by the executor under the trusts limited for the benefit of Edward. In behalf of the executor it is argued, on the other hand, that the sale o'f the house and lot in question by testatrix herself in her lifetime operated as a revocation of the prior devise in trust for the benefit of Edward, and that the proceeds of such sale consequently go to the executor, Dr. Sinnott, under the residuary clause of the will now presented for construction. As the house and lot represented the moiety of the estate of testatrix, or at least the only provision for Edward, if the construction of the executor prevails it may result in Edward’s receiving no share of his mother’s estate or benefit therefrom [59]*59unless another rule, which I shall advert to later, is applicable.

When the surrogate was invested with power and jurisdiction to construe a devise or testamentary gift, doubtless his powers were intended to be those of prior courts of construction in this state. In a proper case extrinsic evidence elucidating construction and receivable by such other courts of construction may be considered, I think, by the surrogate when called on to construe a will. I have had occasion to make this intimation in other cases of construction coming before me. Matter of Raab, 79 Misc. Rep. 80; Matter of Swartz, 79 id. 388, 395, 396. This precise point, however, hardly arises with precision here and I will not now dwell on it, as the sale of the house and lot referred to and the condition of the estate of testatrix are conceded, as I understand, by the parties to this controversy. At least it is the evident desire of' the parties before me that the surrogate shall consider such extrinsic facts and I am willing to promote this desire in so far as I have the power so to do, so as to put at an end the necessity of further litigation. My own conception is that the legislature by the acts conferring a power to construe intended to invest the surrogate with the power and jurisdiction to consider appropriate extrinsic evidence in a case of construction. A general and unrestricted grant of jurisdiction usually implies and carries with it powers necessary to make the jurisdiction effectual.

The immediate and pressing question in this cause is whether the sale by testatrix of the property devised on trusts by her prior will was intended to revoke such devise for the benefit of her son Edward. If so, she may have disinherited her son. Prior to the Revised Statutes a wise chancellor would, I think, have endeavored to prevent, if possible, such a harsh result of a merely constructive revocation of a devise for the benefit of a son. Statute which long has been the popular remedy for public ills is sometimes unexpectedly rigid and harsh in directions not foreseen by its draftsmen. This is an objection to [60]*60meddlesome legislation. Has the statute in this instance materially changed the prior law relative to an implied revocation by reason of a change in the situation of the testator’s estate after the execution of a will? This is the first question to consider.

Prior to the Revised Statutes the old law relating to implied or presumptive revocations—sometimes termed “ acts in law ” ■—was not wholly satisfactory. The important alterations made by the Revised Statutes, however, related' mainly to express revocations. In respect of implied revocations the reviser’s intention was to settle doubts arising by reason of conflicting decisions rather than to change materially the prior law, which was founded on the highest equity and the result of the deliberate consideration of many great and distinguished chancellors of both this state and England. (See reviser’s notes to the R. S.) In respect of the law of implied or constructive revocations the Revised Statutes were, I think, more of a codification than a reform. The sections of the Revised Statutes in question are now transferred to the “ Decedent Estate Law” (§§ 25—41) and receive, of course, the same construction accorded to the Revised Statutes when in force.

The sections of the statute now applicable to this matter before me are sections 39 and 40, Decedent Estate Law (formerly £ R. S., 65, § § 47, 48). Prior to the enactment of any of these statutory provisions, if a testator alienated a thing he had previously devised or bequeathed, the devise or specific bequest was thereby presumptively revoked both at law and in equity, for the testator had himself put it out of his power to confer a title by will on his devisee or legatee to the testamentary gift. The difficulty with the old law was not that a complete alienation was always held to operate as a revocation, for that was inevitable, but that the slightest subsequent dealing by the testator with the thing devised too often vitiated or revoked the prior [61]*61devise. See 1 Powell Devises, 547; Lovelass, Wills, 352. The Revised Statutes intended to change this last condition of the law, but after that revision, as before it, a complete alienation by testator of a thing devised or bequeathed operated presumptively to revoke such devise or bequest. McNaughton v. McNaughton, 34 N. Y. 201, 203.

The hardship of the settled rule that an alienation by testator of a thing devised often defeats the only provision for a testator’s child has induced the court to seize hold of any consideration which rebuts the implication of revocation by a sale of the thing bequeathed or devised. If there is a conversion of realty, for example, directed by the will, or if the gift is not specific, it is held that the gift is not revoked by the sale of the thing devised or bequeathed. McNaughton v. McNaughton, 3 N. Y. 201, 203, 205; Brown v. Brown, 16 Barb. 569.

It will be observed that in this instance the devise is to trustees, which shows an intention on the part of testatrix to create a trust for the benefit of her son Edward, and it is asserted in his behalf a trust of about half of her estate, as the house and lot in question then amounted to about half of her estate. I am not quite sure that sufficient extrinsic evidence has been given to show that this was then the precise condition of the estate. That it is true, in fact, is conceded by counsel, and if necessary this matter could doubtless be reopened and the situation of the estate at the time of the devise and sale proved to me, so as to make the record on this point clearer.

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Related

In re the Estate of Trombe
83 Misc. 2d 999 (New York Surrogate's Court, 1975)
In re the Estate of Anderson
143 Misc. 250 (New York Surrogate's Court, 1932)
In re Proving the Last Will & Testament of Sinnott
163 A.D. 817 (Appellate Division of the Supreme Court of New York, 1914)

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Bluebook (online)
11 Mills Surr. 57, 82 Misc. 219, 143 N.Y.S. 546, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-probate-of-the-last-will-testament-of-sinnott-nysurct-1913.