In re the Probate of the Will of Johnston

186 Misc. 540, 64 N.Y.S.2d 543, 1945 N.Y. Misc. LEXIS 2768
New York Surrogate's Court·Decided April 25, 1945·Published·Cited by 3 cases

Opinion

Foley, S.

This is a probate proceeding wherein two general questions were presented. First, was the will of the testatrix entitled to admission1? Secondly, if admitted, the construction of its terms.

Despite her apparent masculine first name, the decedent was of the feminine sex.

The testatrix and her husband, J. Stoddard Johnston, executed joint, mutual and reciprocal wills at the same time. Each of the duplicate originals was signed by both husband and wife. Both documents were attested by the same subscribing witnesses. The husband died first, on April 29, 1944; the wife died less than three months after her husband, on July 16,1944. The husband and wife left no children or other descendants.

Objections to probate were filed by a brother of the testatrix and by a nephew, a child of a deceased sister, and by a niece, the child of a deceased brother. They are her only next of kin.

1 overruled the objections to probate based upon contentions (1) that the will was conditional; (2) that the instrument was not executed in accordance with the requirements of our Statute of Wills, and (3) that a construction of the will should be made before its probate. (Matter of Johnston, 186 Misc. 533.)

Thereafter, the decree admitting the will to probate was signed. That decree reserved for determination, by supple[543] mental decree, the construction of the will in two aspects: (1) Whether under the terms of article third the alternative bequest of the entire net estate to Earle H. Balch became effective; (2) Whether under the terms of article fifth the appointment of Mr. Balch as alternative executor with the same conditions and tests as applied to his status as sole legatee became effective.

Under article second of the will there was a gift of all the property outright to the survivor of the couple. Under article fourth the survivor was appointed executor or executrix.

The general contentions of the next of kin are that the provisions contained in both articles third and fifth for the substitution of Mr. Balch as the sole legatee and for his appointment as executor were conditioned upon the death of the survivor from a common accident and did not extend to the subsequent death of the survivor from a natural cause. Both husband and wife died from natural causes. The further contention is made that even if the will be construed as contemplating a condition which might have permitted Mr. Balch to take as sole legatee and to be appointed executor, his rights were forfeited by the fact that under the terms of the will he could only take and act in the event that the will of the survivor was admitted to probate within a reasonable time after the death of the spouse first dying and that there was undue delay in probate between the death of the husband and the death of the wife. In general, the next of kin seek a determination that the will is wholly ineffective, that an administrator c. t. a. be appointed and that the net estate passed by intestacy.

Article third, which relates to the substitution of Mr. Balch as sole legatee, reads as follows: “ Third: And We further provide that in the event of both of us, at the occurence [sic] of an accident or otherwise, leaving this life at the same time, or the death of one of us and the death of the survivor before the due legal probate of this last will and testament has been accomplished, after all debts and expenses are paid as above contemplated, We give, devise and bequeath all Our property, whatsoever, real, personal and mixed and wheresoever the same may be situate, of which We may be seized or possessed to Our friend, Earle H. Balch of Bedding Center, Connecticut whose place of business is 2 West 45th Street, Ñew York, N. Y., to his own absolute use forever.”

By article fifth Mr. Balch was designated as substitute executor under conditions identical with those governing his status as sole legatee in article third.

[544] The Surrogate holds that Mr. Balch is entitled to take the net estate as the sole legatee named in the will and that as the substitute executor he is entitled to letters testamentary.

As stated above, Mr. and Mrs. Johnston left no children or other descendants. It is an undisputed fact in the proceeding, established by competent extrinsic evidence, that Mr. Balch was a special object of bounty of both husband and wife and had been treated by them as a son for a period-of over fifteen years.

I find no intent in the language of the articles under construction to make the death of the survivor from a common disaster the exclusive condition for the alternative designation of Mr. Balch as sole legatee and as executor. The contrary intent is clearly evidenced by the opening clause of the two articles: “ And We further provide that in the event of both of us, at the occurence [sic] of an accident or otherwise, leaving this life at the same time, or the death of one of us and the death of the survivor before the due legal probate of this last will and testament has been accomplished * * (Italics mine.) It should be noted that all of the conditions, including the death of the survivor, are closely located and are contained in a single sentence. The phrase “ at the occurence of an accident or otherwise ” was intended to apply not only to simultaneous deaths from an accident or catastrophe, but also from natural causes. That same phrase likewise applied to the death of the spouse first dying and the death of the survivor. The use of the disjunctive “ or otherwise ” clearly speaks of successive deaths from any cause whatsoever, natural as well as accidental. The ■ conditions in the will must be construed as if written as follows: “In the event of the simultaneous deaths of both of us or the death of one of us and the death of the survivor as a result of a common accident or from natural causes before the due probate of this will, we give all our property to Earle H. Balch.” The next of ldn here would have the Surrogate disregard the words “ or otherwise ” by striking them from the will. The disjunctive “ or ” must be. given full significance. (Matter of Haliday, 184 Misc. 668; Matter of Duffy, 143 Misc. 421.) As stated by Judge Cabdozo in Matter of Buechner (226 N. Y. 440, 443-444), “ Words are never to be rejected as meaningless or repugnant if by any reasonable construction they may be made consistent and significant. Excision is a ‘ desperate remedy ’ (Adams v. Massey, 184 N. Y. 62, 69). * * * We need no canon of constructin'- to justify that holding except, indeed, the primary one, to w’ h all others are subordinate, [545] that the intention of the testator is to be sought in all his words, and, when ascertained, is to prevail * *

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In re the Probate of the Will of Johnston, 186 Misc. 540, 64 N.Y.S.2d 543, 1945 N.Y. Misc. LEXIS 2768 (N.Y. Super. Ct. 1945).

186 Misc. 540 (In re the Probate of the Will of Johnston) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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