In re the Will of Goodyear

188 Misc. 700, 67 N.Y.S.2d 274, 1947 N.Y. Misc. LEXIS 1964
CourtNew York Surrogate's Court
DecidedJanuary 10, 1947
StatusPublished
Cited by1 cases

This text of 188 Misc. 700 (In re the Will of Goodyear) 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 Will of Goodyear, 188 Misc. 700, 67 N.Y.S.2d 274, 1947 N.Y. Misc. LEXIS 1964 (N.Y. Super. Ct. 1947).

Opinion

Vandermeulen, S.

Frank H. Goodyear died on the 13th day of May, 1907, leaving a last will and testament which, among other things, contained the following paragraph described as subparagraph D ” of paragraph numbered “Eleventh”: “ D. The remaining one-quarter (%) part or portion I direct my said trustees to divide into two equal parts or portions, and to hold one such part or portion for the benefit of my granddaughter, Josephine Goodyear Sicard, if she be then living, and to invest and, from time to time, to reinvest the same and to pay over the net income thereof to my said granddaughter, Josephine Goodyear Sicard, semi-annually during her natural life; and upon the death of my said granddaughter, Josephine Goodyear Sicard, I give, devise and bequeath such share or portion so held for her benefit unto her issue, if any; if none, then to my children who may then survive, share and share alike. ”

At the time of the execution of the instrument, the deceased was fifty-eight years of age, and his wife was fifty-six years of [702]*702age. She was given a life use of one half of the residuary estate. Josephine Sicard Barnard (formerly Josephine Goodyear Sicard), life beneficiary of the above trust, died February 4, 1946, leaving two children, Josephine Barnard Keaveny and Bruce Eaton Barnard, infants, surviving her and no children of deceased children. It appears that on June 25,1946, Josephine Barnard Keaveny gave birth to,an infant child named Bart Thomas Keaveny IV. It is the contention of the special guardian for the last-named infant that the distribution should be made per capita and that his ward is entitled to an undivided one third of the remainder of the trust, being issue of the deceased life beneficiary. This contention presents a question which requires a construction of the said paragraph.

A child conceived before the death of the person, upon whose life the remainder was limited, and born thereafter is entitled to share in the fund. (Matter of Voight, 178 App. Div. 751, 756; Hone v. Van Schaick, 3 Barb. Ch. 488, 509.)

In Palmer v. Horn (84 N". Y. 516,519) Judge Earl said: The word ‘ issue ’ is an ambiguous term. It may mean descendants generally or merely children; and whether in a will it shall be held to mean the one or the other, depends upon the intention of the testator as derived from the context or the entire will, or such extrinsic circumstances as may be considered. ’ ’

The old common-law rule prior to the passage of section 47-a of the Decedent Estate Law applies in this matter, the testator having died before the section became operative (added L. 1921, ch. 379, eft. April 30,1921).

“ A stubborn rule of law bound the courts.for many years to the holding that a gift to ‘ issue was to be treated as a gift per capita. The rule was often deplored (Petry v. Petry, 186 App. Div. 738; 227 N. Y. 621; Matter of Union Trust Co., 170 App. Div. 176; 219 N. Y. 537). It yielded to ‘ a very faint glimpse of a different intention ’ (Matter of Farmers’ Lorn & Trust Co., 213 N. Y. 168, 174; Matter of Union Trust Co., supra).” (New York Life Ins. & Trust Co. v. Winthrop, 237 N. Y. 93, 105. See, also, United States Trust Co. v. Baes, 124 Misc. 48, 51, affd. 216 App. Div. 807, affd. 245 N. Y. 514.)

It was held by this court in Matter of Burke (178 Misc. 684) that a gift to issue was a gift to them per stirpes and not per capita and therefore that the child of one of the heirs would not participate in the same.

As bearing on the intention of the testator, consideration of his general testamentary scheme is proper. At the time of Ms death he had two daughters over the age of twenty-one, and [703]*703one son of the age of sixteen, and two children of a deceased daughter of the ages of five and two years, respectively. All of these were the recipients of his- bounty under paragraph Eleventh ” of the will. His daughter, Grace Goodyear Depew, was thirty-five years of age at the time of the making of the will and had two children of the ages of twelve and seven" respectively. His daughter, Florence, was twenty-three years of age and had two children of the age of four and one respectively.

In the trust of the first half of the residuary estate each daughter’s share of the excess of income, in the event of the daughters’ not being alive, was to be paid to their respective heirs. Josephine Goodyear Sicard, granddaughter of the testator, was given one eighth of such excess income as was the grandson, George Goodyear Sicard. In the.event of the death of either of the said grandchildren, the said income was to be paid to the survivor and in the event of the death of both said grandchildren the income was to be paid over to the living children of the testator.

Upon the death of the wife of the testator, the trustees were directed to divide the real and personal property constituting the trust into four equal parts or portions. Grace Goodyear Depew, Florence Goodyear Wagner and Frank H. Goodyear each were to receive the income of one fourth.

Upon the death of Grace Goodyear Depew and Florence Goodyear Wagner, either before or after testator’s wife, their respective shares, upon which income was to be paid to them, was given, devised and bequeathed to their heirs. The share upon which Frank Goodyear was to be paid income during his life was disposed of similarly.

The remaining one fourth is that part of the estate now before the court for construction and will be discussed later in this opinion.

The will provides that the second half of the residuary estate is to be divided immediately on the testator’s death as follows: One-sixteenth part was given to a daughter, Grace Goodyear Depew, and in case of her death prior to the decease of the testator, to her heirs. One-sixteenth part was given to the trustees to pay the income of the same to the daughter, Grace Goodyear Depew, during her natural life and at her death the same is given, devised and bequeathed to the heirs of Grace Goodyear Depew.

One-sixteenth part was given to a daughter, Florence Goodyear Wagner, and in case of her death prior to the decease of [704]*704the testator, to her heirs. One-sixteenth part was given to the trustees to pay the income of the same to the daughter, Florence Goodyear Wagner, during her natural life and at her death the same is given, devised and bequeathed to the heirs of Florence Goodyear Wagner.

One eighth of the said residuary estate was given in trust to the trustees to pay the income to the guardian or guardians of Josephine Goodyear Sicard and George Goodyear Sicard until they arrive at the age of twenty-one years, the income and accumulated income to be paid to them until they reach the age of twenty-eight years, at which time Josephine Goodyear Sicard and George Goodyear Sicard are each to receive one half of the trust fund held by the trustees. In case of the death of either said Josephine Goodyear Sicard or George Goodyear Sicard, before reaching the age of twenty-eight years, the one half of said trust fund is given, devised and bequeathed to the descendants of the deceased grandchildren, if any; if none, then to the survivor. And in the case of the death of both of said grandchildren prior to arriving at the age of twenty-eight years, leaving no descendants, that part of the trust fund was given to the living children of the testator, share and share alike.

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Bluebook (online)
188 Misc. 700, 67 N.Y.S.2d 274, 1947 N.Y. Misc. LEXIS 1964, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-will-of-goodyear-nysurct-1947.