In re the Proceedings for the Probate of the Will of Davis

6 Mills Surr. 444, 59 Misc. 310, 112 N.Y.S. 265
CourtNew York Surrogate's Court
DecidedMay 15, 1908
StatusPublished
Cited by2 cases

This text of 6 Mills Surr. 444 (In re the Proceedings for the Probate of the Will of Davis) 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 Proceedings for the Probate of the Will of Davis, 6 Mills Surr. 444, 59 Misc. 310, 112 N.Y.S. 265 (N.Y. Super. Ct. 1908).

Opinion

Davie, S.

The will of the decedent, bearing date February 20, 1903, now presented for probate, contains the following provision : Second. I give, devise and bequeath unto my wife, Caroline Davis, the entire use and control of all my property and estate, both real and personal, and of every name, nature and description during the period of her natural life; with full power to her, to use from the principal of my estate for her own [445]*445use and benefit and for the benefit and support of any or all of my children, so much thereof as she shall elect so to use, in all respects the same as though said estate and property were her own individual estate.

“Any and all of my said property and estate, left at the death of my said wife and not used or expended by her under the powers contained in the test foregoing provisions of this will, I give, devise and bequeath unto such of my children as shall be living at the death of my wife, to be divided between such children equally, share and share alike.

“ For the purpose of the management of my said estate and carrying out the provisions of 'this will I do hereby fully authorize and empower my executrix to sell and convey any and all real estate of which I may die seized and possessed and to execute proper deed or deeds of conveyance thereof as fully and with like power and effect as I might do' if living and to sell and convey such real estate whenever and at any time she may alect so to do, also with power to sell and dispose of my personal property at any time she may elect.

“ Lastly, I hereby appoint my wife, Caroline Davis, executrix of this, my last will and testament; hereby revoking all former wills by me made.”

No controversy arises in regard to the testamentary capacity of the testator, nor in relation to the formal execution of the will; but the executrix and legatee, Caroline Davis, asks for a construction of the clause of the will above quoted, under the provisions of section 2624 of the Code, claiming that such provisions give her the absolute and unrestricted title to and ownership of all the property, real and personal, of which the decedent died possessed. Some of the children of the testator are minors, appearing in this proceeding by their special guardian, claiming that under the provisions of the will the widow takes simply a life estate, with the power of using such portion of the principal as may be necessary for her support and maintenance and for [446]*446the maintenance of the children, and that the reversion goes to the children of the testator, share and share alike.

The first question relates to the jurisdiction of the Surrogate’s Court to construe this provision, inasmuch as it relates to hoth real and personal estate. The provisions for the disposition of the real estate are inseparable from those relating to the personal property. By the phraseology of the will the two species of property are commingled, and the provisions for their disposition relate alike to each; and it is apparent that the Surrogate’s Court possesses no power to construe the will, in connection with probate, so far as it relates to the real estate. Does this intermingling of the two by the disposing clauses of the will deprive the surrogate of the jurisdiction to make construction in relation to the personal estate ?

Section 2624 of the Code provides that if a party expressly puts in issue, before the surrogate, the validity, construction, or effect of any disposition of personal property, contained in the will of a resident of the State, executed within the State, the surrogate must determine the question upon rendering a decree.”

This provision relates exclusively to proceedings for probate, and, while there are many instances where the Surrogate’s Court, as a necessary incident to distribution, possesses quite extended powers to construe a will upon judicial settlement, such incidental powers do not extend to proceedings for probate.

In the Matter of Shrader, 42 N. Y. St. Repr. 166, where the provisions of the will were similar to those above quoted, McComber, J., in the opinion says: “ In this case there is no disposition of personal property, except as it is connected with the disposition of the real estate of the testatrix. It would be impossible to separate the disposition of the personal property from that made of the real estate. They are essentially connected and not separable. The surrogate himself finds that the will is one of both real and personal property, and he attempts to make [447]*447no restriction of his construction so as to confine it to the disposition made of the personal property alone. But we-are of the-opinion, under this section of the Code, and under the common-law limitations of the powers of Surrogate’s ¡Court, that the surrogate had no jurisdiction to make a construction of this will, or pass upon the validity of any of its parts, because there was no. disposition of personal property independent of and separable from the disposition of the real estate.”

If this decision were the only one bearing upon this question of jurisdiction, we might readily apply it to the case under consideration, but a little investigation shows a variety of authority upon this subject. In Matter of Morgenstern, 9 Misc. Rep. 198,. it was said that on proceedings for accounting the Surrogate’s; Court might construe a provision like the one under consideration and that, by several well-considered cases, this power was. applicable to probate proceedings.

In Matter of Marcial, 15 N. Y. Supp. 89, the surrogate asserted jurisdiction on probate to construe the provisions of a will relating to both real and personal estate. The conclusions reached in the Marcial case were applied in Matter of Smith, 18 N. Y. Supp. 174.

In Matter of Lampson, 22 Misc. Rep. 198, the surrogate-claimed jurisdiction to construe the will so far as it related to personal estate, but not as to the real estate. In that case the-estate consisted of about $400,000 personal and $125,000 real, and all thereof was given to Yale College, upon certain trust-conditions, aside from $85,000.

In Matter of Austin, 35 App. Div. 279, it was distinctly held' that, where a will relates to both real and personal estate, and the dispositions of both are inseparably connected, a surrogate has jurisdiction, under section 2624 of the Code, to give a construction to the will. In that case the clause under consideration was as follows.: “All the rest, residue and remainder of my-estate, real and personal, I give and devise to my executors here[448]*448inafter named, in trust, for the following purposes, to receive the rents and profits of the real estate (if any) and the interest of the personal estate, .and to pay -and appropriate the same for the support, education and maintenance of my grandchildren, during the lifetime of said grandchildren and upon the decease of said grandchildren I give, bequeath and devise the same to the legal heirs of said, grandchildren.”

In the opinion in the case last cited, Goodrich, P. J., says: “ Our attention has been called to Matter of Shrader (63 Hun, 36), in which the General Term of the Fifth Department held that where a will relates to both real and personal property and the dispositions of both were inseparably connected, the surrogate had not jurisdiction, under section 2624 of the Code of Civil Procedure, to

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Bluebook (online)
6 Mills Surr. 444, 59 Misc. 310, 112 N.Y.S. 265, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-proceedings-for-the-probate-of-the-will-of-davis-nysurct-1908.