In re the Will of Birdsell

271 A.D.2d 90

This text of 271 A.D.2d 90 (In re the Will of Birdsell) 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 Will of Birdsell, 271 A.D.2d 90 (N.Y. Ct. App. 1946).

Opinion

Heffernan, J.

This is an appeal from a decree of the Surrogate’s Court of Fulton County construing the last will and testament of Clara Birdsell, deceased, in favor of respondent, Kingsboro Avenue Presbyterian Church of Gloversville, New York, and adversely to the interest of appellant, Julia Wells.

In 1942, testatrix and her sister Amelia, both spinsters, aged sixty-nine and seventy respectively, were living together in Gloversville, in a home owned by them as tenants in common. Amelia was incompetent and testatrix had been suffering from an arthritic condition for many years as a result of which she was confined to her bed and a chair. These women were helpless and required constant care and attention.

In April 1942, testatrix employed appellant as housekeeper and domestic nurse to care for herself and her sister.

On January 27, 1943, testatrix and appellant entered into a written contract by the terms of which appellant agreed to perform the household duties and furnish necessary care for the sisters for $18 per week. The agreement expressly recognized that the weekly wage was inadequate compensation for the services which appellant was required to render and so testatrix agreed to devise her interest in the real property owned by the sisters to appellant on condition that she should remain in the employ of testatrix during the latter’s life.

The contract also provided that if appellant became unable to perform, or if testatrix terminated it, then appellant was to receive an additional sum of $10 a week from the date of the instrument until its termination.

The agreement contained a further provision to the effect that if Amelia should survive testatrix the latter would bequeath all her estate to appellant, in trust, for the purpose of devoting the same to the care and maintenance of Amelia.

On the day the contract was executed testatrix made her will. In the first paragraph of that document she directed the payment of her debts.

In the second paragraph she confirmed her contract with appellant and devised to her the interest which she had in the [93]*93home together with the furniture therein on condition however that appellant was in her employ at her decease.

The last paragraph nominated an executor.

The fourth and fifth paragraphs which are here for construction read as follows:

Fourth : If my' sister, Amelia Birdsell, survives me, I give devise and bequeath all the rest, residue and remainder of my property, both real and personal, to Julia Wells, in trust nevertheless, for the following uses and purposes; to invest and re-invest the same and to devote the income therefrom and any part of the principal that may be necessary to the proper, fitting and comfortable maintenance, support and care of my sister, Amelia Birdsell, and to furnish my said sister with a suitable burial upon her death and, upon the death of Amelia Birdsell and provided the said Julia Wells shall have properly, suitably and comfortably maintained, supported and cared for said Amelia Birdsell, I give, devise and bequeath any remaining portion of said trust fund to said Julia Wells.
“ Fifth: If my sister, Amelia Birdsell, does not survive me or, if the said Julia Wells shall not be in my employ at the time of my death, or having been in my employ at the time of my death, fails to properly, suitably and comfortably maintain, support and care for my said sister, Amelia Birdsell, I give, devise and bequeath all the rest, residue and remainder of my property to the Kingsboro Avenue Presbyterian Church, of Gioversville, New York.”

Amelia died intestate on February 5, 1943, and testatrix on August 8th following. Upon Amelia’s death testatrix inherited her estate.

It is conceded that appellant satisfactorily performed her part of the contract until the death of both sisters and that she continued in the employ of testatrix until her demise.

Once again we are confronted with the age-old problem of ascertaining a testamentary intention. The intention which controls in the construction of a will is that which is manifested, either expressly or by necessary implication, from the language of the will. That intent must be gathered from the four corners of the instrument; that is to say from the whole will — the whole frame of the will; the whole scheme of the testatrix manifested by the will, taking into consideration and giving due weight to every word in the will.

When the testatrix’ intention is manifest from the context of the will and surrounding circumstances but is endangered [94]*94and obscured, as in the case before us, by inept and inaccurate modes of expression, the court, to effectuate the intention, may change or mold the language. (Dreyer v. Reisman, 202 N. Y. 476; Eidt v. Eidt, 203 N. Y. 325; Matter of Gallien, 247 N. Y. 195; Matter of Jackson, 258 N. Y. 281.)

In order to carry out the testatrix’ intention as apparent from the whole will, the words and ” and or ” may be substituted for each other, either by reading “ or ” as and ” or by reading “ and ” as “ or (Roe v. Vingut, 117 N. Y. 204; 69 C. J., Wills, § 1145; 28 R. C. L., Wills, § 188; 1 Davids on New York Law of Wills, § 463.)

Ip the construction proceeding before the Surrogate both appellant and respondent claimed title to the residuary estate. The Surrogate determined that paragraph Fourth ” of the will never became operative because of the death of Amelia prior to that of testatrix. He also decided that respondent under paragraph “ Fifth ’’ became entitled to the entire residuary estate. His opinion discloses that he reached his final conclusion on the theory that respondent became the beneficiary of the estate upon the happening of any one of the three contingencies contained in that paragraph of the will. He emphasizes the fact that each of the clauses is connected with the conjunction or ” instead of “ and ” and hence must be construed in the alternative.' The opinion then concludes: One contingency did happen, namely, that of the prior death of Amelia, and that was sufficient to vest title to the residuary estate in the Kingsboro Avenue Presbyterian Church.”

What was the intention of testatrix? Obviously if she intended that the nonsurvival of Amelia should vest the residuary estate in respondent then the reference to the other two contingencies is wholly irrelevant and inexplicable. To adopt the reasoning of the Surrogate we must say that the language used in the other two contingencies is meaningless. We are required to reject any interpretation which gives effect only to some of the words used by testatrix. We are bound to assume that each and every word in the paragraph in question was written for a purpose and it is our duty to adopt such an interpretation as will give effect to the whole writing and not merely to a single phrase.

While we may not rewrite wills it is a legitimate 'judicial function to correct inaccuracies of expression and if the lánguage of the propounded instrument discloses a general scheme or dominant purpose the words used may be modified or adjusted to give effect thereto.

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271 A.D.2d 90, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-will-of-birdsell-nyappdiv-1946.