In re Traver

51 N.Y.S. 614

Opinion

CULLEN, J.

The question in this case is as to the proper construction of the will of John W. Moore. The following are the material provisions of the will:

“Second. I give and bequeath unto my wife, Juliette M., all the rents, income, and profits of all my real and personal estate (after payment of my just debts), for and during her natural life, and, in case it shall be deemed advisable by my executors to sell all or any portion of my real estate during her lifetime, they have full power and authority to do so, and to give good and sufficient deed or deeds therefor, and the proceeds of such sale to be invested in some prudent and safe manner, and the interest thereof paid to her during her natural life. If, for any unforeseen circumstances, the said rents and income of my said estate shall not be sufficient for the reasonable and proper support and maintenance of my said wife, then and in that case my executors are empowered and directed to apply so much of said estate, or the proceeds thereof, as shall be ample and sufficient for such purpose, support, and maintenance.
“Third. After the death of said wife, then my said executors shall pay what shall remain of my said personal and real estate, or the proceeds thereof, to my son Sylvester P. Moore, for him to have and hold the same forever. In case of the death of my said son Sylvester P. before the death of my said wife, without lawful issue, then what shall remain of my said estate after the death of my said wife shall be divided equally among my brothers and sisters, for them to have and hold the same forever.
“Fourth. In case my said son Sylvester P. shall survive my said wife, and the proceeds or what shall remain of my said estate, at the death of my said wife, shall exceed the sum of five thousand dollars, then, and in that case, my said son shall pay unto Oarrie L., the infant daughter of my deceased son William L. Moore, the sum of one thousand dollars; but in ease there shall not remain of said estate a sum of three thousand dollars, and not exceeding five thousand dollars, then my said son shall pay unto said Carrie L. only the suns " of five hundred dollars; and, if said remainder shall be less than three thousand dollars, then my said son is to pay nothing to said Carrie L. This payment ts Carrie L. is a condition to his receiving the bequest herein made to him.”

Sylvester P. Moore died June 23, 1881, leaving a widow, Addie Moore, and a child, Nellie, his only heir at law and next of kin. Juliette M. Moore, the widow of the testator, died October 22, 1897, The real estate of the testator was converted into moneys by the executors under the authority given them bv his will, and the present controversy is as to the distribution of that fund. The widow of [616] Sylvester contends that the gift to her intestate was vested and passes to her. The respondent Carrie L. Moore insists that the gift to Sylvester was contingent on his surviving the testator’s widow, and that the fund is to be distributed as in case of intestacy. The learned surrogate adopted the latter view.

As is frequently the case in controversies as to the construction of wills, a contingency has occurred that the testator had not provided for, at least in express terms. We have therefore to construe the will under the authorities and rules which ascribe certain meanings to particular phrases, in the absence of anything in the context of the will showing that the testator intended a different disposition of his estate. As was said by Judge Earl, though it is highly improbable that the testator knew of these technical rules of construction, still we must ascribe to him that knowledge. In the will before us the only gift to Sylvester P. Moore is the direction in the third clause that, after the death of the widow, the executors shall pay to him what may remain of the personal and real estate, or the proceeds thereof. The general rule of construction is that “where there is no gift but by a direction to executors or trustees to pay or divide, and to pay at a future time, the vesting in the beneficiary will not take place until that time arrives.” Warner v. Durant, 76 N. Y. 133; Smith v. Edwards, 88 N. Y. 92; Shipman v. Rollins, 98 N. Y. 311; Delafield v. Shipman, 103 N. Y. 463. 9 N. E. 184; In re Baer, 147 N. Y. 348, 41 N. E. 702. This rule is subject to many exceptions. Goebel v. Wolf, 113 N. Y. 405, 21 N. E. 388; In re Tienken, 131 N. Y. 391, 30 N. E. 109; In re Young, 145 N. Y. 535, 40 N. E. 226. “The rule is not inflexible or arbitrary, and is to be applied in subordination to the testamentary intention, and not as destructive of it.” Finch, J., in Re Young, supra. ■In Goebel v. Wolf the gift was held vested, because “this construction also prevents.the disinheritance of issue of any child who may marry and die before the expiration of the trust period.” In Shangle v. Hallock, 6 App. Div. 55, 39 N. Y. Supp. 619, this court held that, under the provisions of the will then before us, the gift was vested, though it proceeded solely from a direction for future division.

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In re Traver, 51 N.Y.S. 614 (N.Y. Ct. App. 1898).

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Related

Warner v. . Durant
76 N.Y. 133 (New York Court of Appeals, 1879)
In Re the Judicial Settlement of the Accounts of Young
40 N.E. 226 (New York Court of Appeals, 1895)
Baer v. Hendricks
41 N.E. 702 (New York Court of Appeals, 1895)
Delafield v. . Shipman
9 N.E. 184 (New York Court of Appeals, 1886)
Goebel v. . Wolf
21 N.E. 388 (New York Court of Appeals, 1889)
Matter of Tienken
30 N.E. 109 (New York Court of Appeals, 1892)
Smith v. . Edwards
88 N.Y. 92 (New York Court of Appeals, 1882)
Shipman v. . Rollins
98 N.Y. 311 (New York Court of Appeals, 1885)
Shangle v. Hallock
6 A.D. 55 (Appellate Division of the Supreme Court of New York, 1896)