In re Westchester County National Bank

125 Misc. 153, 210 N.Y.S. 427, 1925 N.Y. Misc. LEXIS 856
CourtNew York Surrogate's Court
DecidedJune 9, 1925
StatusPublished
Cited by3 cases

This text of 125 Misc. 153 (In re Westchester County National Bank) 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 Westchester County National Bank, 125 Misc. 153, 210 N.Y.S. 427, 1925 N.Y. Misc. LEXIS 856 (N.Y. Super. Ct. 1925).

Opinion

Slater, S.:

The executor seeks the construction of this will. The testator died the 9th day of February, 1925, leaving him surviving Evelyn P. Armstrong, his widow; Mary E. Barmore, a sister; Sarah J. Perry, a sister; Harriet Armstrong, a niece, a daughter of a deceased brother, Sela; and Fred A. Armstrong, a nephew, a son of another deceased brother. He left a last will and testament dated January 18, 1915, a 1st codicil thereto dated September 21, 1916, and a 2d codicil thereto dated October 3, 1919, which were duly admitted to probate in the county of Westchester on February 26, 1925. The following are the provisions of the will and codicils concerning which the petitioner requests the determination of the court:

Will. Item “Twentieth. I give and bequeath general legacies in the amounts and to the persons named as follows:.

“ 1. To my brother, Sela Armstrong, of Peekskill, New York, the sum of Forty Thousand ($40,000) Dollars. * * * ”

First codicil. Item “Sixth. My brother Sela Armstrong having died since the execution of my said will, it is my purpose and direction that the children of said Sela Armstrong shall take in his place and stead and receive the benefits therein given to my said brother.”

Second codicil. Item “Seventh. Whereas by Clause ' 1' of paragraph ‘ Twentieth ’ of my said Will I did give and bequeath to my brother Sela Armstrong, the sum of Forty Thousand ($40,000) Dollars; and thereafter upon his death by the Sixth ’ paragraph of said Codicil to my Will did declare it to be my purpose and direction that the children of the said Sela Armstrong shall take in his place and stead and receive the benefit therein given to my said brother, I do now revoke the said Clause ‘ I ’ of paragraph Twentieth ’ of my said Will and in lieu and in the place and stead of the ‘ Sixth ’ paragraph of said Codicil to my Will expressly give and bequeath to my niece, Harriet Armstrong of Peekskill, N. Y., the sum of Twenty Thousand Dollars ($20,000), and to my niece Emma. V. Cummings, of Putnam County, N. Y., the sum of Twenty thousand dollars ($20,000), each being a child of my brother the, said Sela Armstrong.”

Second codicil. Item “ Twentieth. Whereas by the Twenty-third ’ paragraph of my said Will I did give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal, unto my brother, Sela Armstrong, my sister Mary E, [155]*155Barmore, my sister Sarah J. Perry and my niece Mary B. Anderson, share and share alike, I now desire to and do hereby reform and amend said Paragraph of my Will and do hereby give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal, unto the said Mary E. Barmore, Sarah J. Perry, Mary B. Anderson and to my niece, Harriet Armstrong, and my niece Emma V. Cummings, in such shares and portions as follows:

To my sister, the said Mary E. Barmore, two-eighths (2 /8) part of the whole of said rest, residue and remainder of my estate.
To my sister, Sarah J. Perry, one-eighth (1 /8) part of the whole of said rest, residue and remainder of my estate.
To my niece, Mary B. Anderson, three-eighths (3 /8) part of the whole of said rest, residue and remainder of my estate.
“ To my niece, Harriet Armstrong, one-eighth (1 /8) part of the whole of said rest, residue and remainder of my estate.
To my niece, Emma V. Cummings, one-eighth (1 /8) part of the whole of said rest, residue and remainder of my estate.”

Emma V. Cummings, who with Harriet Armstrong constituted the only children of Sela Armstrong, the brother, predeceased the testator and after the making of the 2d codicil. It is the contention of the residuary legatees that the gift in the 7th paragraph of the 2d codicil to Emma V. Cummings of $20,000 lapsed.

It is a rule of law that where the devise or bequest is to a class of persons, in general terms, the decease of any of such persons during the testator’s life will occasion no lapse.

It is also a rule of law that, in a case of a bequest to individuals described by name, the death of one will cause a lapse, unless an intent to the contrary appears.

It will be observed that the 6th paragraph of the 1st codicil recites that the brother Sela having died, it is my purpose and direction that the children of said Sela Armstrong shall take in his place and stead and receive the benefits therein given to my said brother.” In the 7th paragraph of the 2d codicil the prior gift is recited and only the gift in the will to the brother Sela of $40,000 is expressly revoked. The 6th paragraph of the 1st codicil is not expressly revoked; but the statement is made that “ in lieu and in the place and stead of the sixth paragraph of said codicil to my will expressly give and bequeath to my niece, Harriet Armstrong $20,000 and to my niece Emma V. Cummings $20,000 each being a child of my brother, the said Sela Armstrong.”

The question presented for decision is whether the 2d codicil impliedly revoked the gift to the children of the brother Sela as a class as set forth in the 1st codicil, so that the gift of $20,000 each to his named children created simply a gift to individuals falling [156]*156within the rule relating to lapsed legacies in the event of one dying before the testator.

A revoked codicil may be examined and regarded in ascertaining the construction of the will. It may serve to explain his intention. (Wetmore v. Parker, 52 N. Y. 450, 464; Langdon v. Pickering, 19 Me. 214.) Even without this stated rule of law, we have the words of the testator in regard to this gift, recited at length in the 2d codicil. Several testamentary instruments are to be taken, construed and reviewed together. (Ward v. Ward, 105 N. Y. 68; Matter of Title Guarantee & Trust Company, 195 id. 339.)

The testator made gifts in like amount to his two sisters, and a niece. The gifts to the brother and sisters and niece were equal in amount. No discrimination was made. The only children of Sela, two in number, with others, were bequeathed other and separate sums of money, by other clauses of the 20th paragraph of the will, and they, too, are numbered among the residuary legatees, together taking the original one-fourth share of their father Sela. He remembered the stocks with equality.

The testator by the 2d codicil did not expressly revoke the clause in the 1st codicil which substituted Sela’s only children in his place and stead, as provided by section 34 of the Decedent Estate Law. Is there an implied revocation born of repugnancy of the two provisions? Cases of implied revocation arise from inconsistent dispositions in the will and codicil. The will is,affected only so far as there is a repugnancy between it and the codicil. It is not supposed the testator in case of an implied revocation intended to affect the will by the codicil any further than was necessary to give effect to the codicil. In all other respects the purpose and intent of the testator, manifested by the will, are deemed unchanged. (1 Jarman Wills [6th Eng. ed.], 172.)

There was no substitution of an amount of money or articles in place of the gift of $40,000. The gift in value is the same.

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Related

In re the Construction of the Will of Astor
5 Misc. 2d 722 (New York Surrogate's Court, 1957)
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180 Misc. 217 (New York Surrogate's Court, 1943)

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Bluebook (online)
125 Misc. 153, 210 N.Y.S. 427, 1925 N.Y. Misc. LEXIS 856, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-westchester-county-national-bank-nysurct-1925.