In Re the Will of Chalmers

190 N.E. 476, 264 N.Y. 239, 1934 N.Y. LEXIS 1421
CourtNew York Court of Appeals
DecidedApril 17, 1934
StatusPublished
Cited by51 cases

This text of 190 N.E. 476 (In Re the Will of Chalmers) is published on Counsel Stack Legal Research, covering New York Court of Appeals 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 Chalmers, 190 N.E. 476, 264 N.Y. 239, 1934 N.Y. LEXIS 1421 (N.Y. 1934).

Opinion

Lehman, J.

Harvey Chalmers died September 1, 1927. His wife and five children survived. To each child he bequeathed the sum of $30,000 absolutely. Further provision for each of them, to take effect at the death of the testator’s wife, was made in the will, through the establishment of trust funds. The testator’s widow died in January, 1932. One daughter, Mrs. Grace Chalmers Burnap, died before her, leaving no descendants. The trust funds which the testator established for the lives of his wife and deceased daughter must now be distributed. The courts must construe the will to determine to whom the principal passes.

Paragraph IV of the will provides in part: I give and bequeath to my trustees, in trust, however, the sum of Fifty Thousand Dollars and authorize them * * *

to apply the net income therefrom to the support and maintenance of my wife, Annie Chalmers for and during the term of her natural life and from and after her decease to apply the net income therefrom to the support and *243 maintenance of my daughter Grace Chalmers Burnap, for and during the term of her natural life and upon her decease said trust fund to descend to the children and descendants and next of kin of said Grace Chalmers Burnap absolutely.” Each of the other four children was given a similar interest in other trust funds of the same amount.

Paragraph XI of the will provides: "All the rest, residue and remainder of my estate * * * I give, devise and bequeath to my trustees in trust, however, * * * to collect the rents, issues, profits, interest and income therefrom and to pay such rents, issues, profits, interest and income to my wife Annie Chalmers for and during the term of her natural life; and from after the decease of my said wife, I order and direct that my said residuary estate be divided into five equal parts and I give, devise and bequeath one of said parts to my said trustees * * * to receive, take, hold, invest and reinvest such part and to collect the rents, issues, profits and income therefrom and to pay the same to my daughter, Grace Chalmers Burnap, for and dining the term of her natural life, and from and after the decease of my said daughter, I give, devise and bequeath said part to her heirs at law absolutely.”

Under the will, the fund of $50,000 passes upon the death of the life beneficiaries to the " children and descendants and next of kin ” of Grace Chalmers Burnap, and one-fifth part of the residuary estate passes to " her heirs at law.” The description covers the same persons. The testator in using the terms " heirs at law ” and " next of kin ” intended to describe the persons who would take real or personal property in accordance with the provisions of the Decedent Estate Law (Cons. Laws, ch. 13). (Cf. New York Life Ins. & Trust Co. v. Winthrop, 237 N. Y. 93.) The statute prescribes: “ All distinctions between the persons who take as heirs at law or next of kin are abolished and the descent of real property and the dis *244 tribution of personal property shall be governed by this article except as otherwise specifically provided by law.” (Decedent Estate Law, § 81.) If Mrs. Burnap had children or descendants, they would have been her “ heirs at law ” and next of kin.” In the absence of children, Mrs. Burnap’s mother, if living, would at Mrs. Burnap’s death succeed to both her real and personal property, at least, with the exception of any inheritance which came to Mrs. Burnap on the part of her father. (Decedent Estate Law, §§ 83-85.) In the present case the exception has no application. The persons, whoever they may be, described as heirs at law or next of kin, take no inheritance from Mrs. Burnap but take by direct gift from the testator. That much is certain; what is uncertain is the date at which the testator intended that the class described should be determined. If that date be the death of the testator or the death of Mrs. Burnap, then it is clear that Mrs. Burnap’s mother is the sole person in that class. If the date is the time of distribution, i. e., the death of both fife beneficiaries, then Mrs. Burnap’s brothers and sisters would constitute the class described.

Applying the rule that the policy of the law favors the vesting of estates (Hersee v. Simpson, 154 N. Y. 496; Connelly v. O’Brien, 166 N. Y. 406), the Appellate Division has held that, since Mrs. Burnap’s mother was, at the time of the death of the testator, the only person who could answer the description or belong to the class of next of kin or heirs at law, she received a vested remainder in the funds of which she had a life interest. Assuming, without deciding, that the mother did, at the death of the testator, receive a vested interest in the remainder, it is clear that such interest was subject to being divested, if children had thereafter been born to Mrs. Burnap, or if the mother had died before the daughter. Other construction is plainly excluded. It was the testator’s express intention that each of the funds created for the benefit of his wife and one child during their successive *245 lives should eventually go to the descendants of the child having a life interest in each fund, and to more distant relatives only if there were no descendants. The problem is not when the estate vested, but when the estate vested absolutely. The point of time which fixes the ascertainment of the class described and the vesting of their interests is the one to which we look in defining the class. When we speak in this connection of the vesting of an interest, we mean, of course, a vesting that is absolute and final. * * * The only significant distinction for the purpose now in view is between an estate that is absolute and one subject to conditions.” (New York Life Ins. & Trust Co. v. Winthrop, supra, p. 103.) If at the death of the testator bis wife took any estate, it was certainly subject to the conditions that no children be born thereafter to Mrs. Burnap, and that the wife should survive at least till the death of her daughter. The question remains whether the condition of survivorship annexed to the gift is survivorship at the time of distribution or survivor-ship at the time of the death of the daughter. Though ordinarily the terms heirs at law ” or “ next of kin ” are used to describe the persons who succeed, at the death of another, to his real or personal property, in case of intestacy, yet these terms are sometimes used in a looser sense, and it may appear from a will, read as a whole, that they refer to, “ in the case of land, heirs apparent, or those who would be the heirs were the living ancestor deceased (Heard v. Horton, 1 Den. 168), and, in the case of personal property, next of kin, who would be such were the ancestor deceased (Cushman v. Horton, 59 N. Y. 151).” (Montignani v. Blade, 145 N. Y. 111, 122.) So, too, they may refer to those who would be heirs or next of kin at a fixed time, if the ancestor had lived till then. (New York Life Ins. & Trust Co. v. Winthrop, supra.) Words in a will must be given the meaning which it appears the testator intended.

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Bluebook (online)
190 N.E. 476, 264 N.Y. 239, 1934 N.Y. LEXIS 1421, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-will-of-chalmers-ny-1934.