In re Wheeler

32 A.D. 183, 52 N.Y.S. 943, 1898 N.Y. App. Div. LEXIS 1729
CourtAppellate Division of the Supreme Court of the State of New York
DecidedJuly 1, 1898
StatusPublished
Cited by8 cases

This text of 32 A.D. 183 (In re Wheeler) 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 Wheeler, 32 A.D. 183, 52 N.Y.S. 943, 1898 N.Y. App. Div. LEXIS 1729 (N.Y. Ct. App. 1898).

Opinion

Landon, J.:

The will of the testatrix, after various devises and bequests, contains the following:

Tenth. I give, devise and bequeath to the Home Missionary Society all the residue and remainder of my said estate, excepting my household furniture and wearing apparel, to have and to hold the same, to-the said Home Missionary Society and their respective •successors. I mean the Methodist Home Missionary Society.”

The appellant, “ The Missionary Society of the Methodist- Episcopal Church,” although not cited, voluntarily appeared before the surrogate upon the proceedings for the,probate of the will, pursuant to section 2017 of the Code, and alleged itself to be the beneficiary-.named in the 10th clause,, and asked to have the surrogate so find. The executor and other parties to the proceeding denied such allegation, and put in. issue.the 10th clause," alleging it to be invalid because the legatee therein named does not exist The will" relates [185]*185to both real and personal estate. Section 2624 of the Code provides that “if a party expressly puts in issue, before the surrogate, the validity, construction or effect of any disposition of personal property contained in the will of a resident of the State, executed within the State, the surrogate must determine the question upon rendering a decree, unless the decree refuses to admit the will to probate,” etc. The surrogate assumed jurisdiction to pass upon the validity of the 10th clause, and, after the testimony was closed, which, among other things, bore upon the question of the identity of the appellant as the beneficiary named in the 10th clause, admitted the will to probate, and also adjudged that in and by said 10th clause the testatrix did not intend to make, and- did not make, any devise or bequest to the appellant, “ The Missionary Society of the Methodist Episcopal Church,” and that said devise and bequest fails for uncertainty of the legatee, “ the legatee therein named'liavingbeen incapable of legally taking because the legatee therein named does not exist.”

As the Missionary Society of the Methodist Episcopal Church is the sole appellant, and as, in appearing before the surrogate and asking to be adjudged to be the beneficiary named in the 10th clause, it thereby submitted to the jurisdiction of the surrogate and made it necessary for him to determine its identity as incident to recognizing it and its right to appear and participate in the proceeding, and as the respondents tendered the issue that the 10th clause had no effect in favor of the appellant, the part of the decree appealed from is an adjudication that the appellant takes nothing under the 10th clause of the will, and thus determines the effect and validity of that clause so far, at least, as it affects personal property, as between the appellant and the other parties to the decree. (Code Civ. Proc. §§ 2617, 2624; Matter of Vowers, 113 N. Y. 569.)

If chapter 701 of the Laws of 1893, which' provides that “ no gift, grant, bequest or devise to religious, educational, charitable or benevolent uses, which shall, in other respects, be valid under the laws of this state, shall or b.e deemed invalid by reason of theiudefiniteness or uncertainty of the persons designated as the beneficiaries thereunder in the instrument creating the same,” has any relevancy, [186]*186it is not perceived that it has it with respect to the appellant, which is a corporation'authorized to take such a' devise and bequest, is a body neither indefinite nor uncertain as to its corporate personality, or the persons composing its membership. If it should show itself to be the beneficiary designated in the 10th clause, it would not need this statute to enable it to obtain the devise and bequest. If it were an unincorporated society, it might then be a pertinent inquiry whether its members were embraced within “ the indefiniteness or uncertainty of the persons ” mentioned in the statute.

■We have examined the evidence adduced before the surrogate touching the question of the appellant’s identity as the object of thq testatrix’s bounty. Our conclusion is that the. surrogate’s finding in that respect should be upheld unless the testimony of Pauline Ross, and similar testimony given by others over the appellant’s objection, was improperly admitted. Pauline Ross testified that the testatrix, about the time she made this will, in speaking of what she intended to do with her property, said that “ she had remembered. the Free Methodist Church of Saratoga Springs, and the Home Missionary Society of the Free Methodist Church of Saratoga Springs in her will.” -Other witnesses testified to similar declarations of the testatrix, the appellant’s objection being overruled.

We think this evidence was admissible. Upon the face of the 10th clause there is no ambiguity. There is no difficulty in inter-' preting it. It is a plain devise and bequest of the residue of the testatrix’s estate to the beneficiary therein named. The difficulty arises -because the appellant comes into court and alleges that it is the beneficiary therein named, and the other parties in interest deny - it. Ho-party is known or appeared, or-was cited, bearing the identical name mentioned in the 10th clause, and the evidence objected to, and also.other evidence, was given tending to show that possibly the unincorporated Home Missionary Society of the Free Methodist Church of Saratoga Springs was the beneficiary intended by the testatrix. Thus a latent ambiguity was developed which could not be solved except by recourse to extrinsic evidence. And such recourse was proper. (Lefevre v. Lefevre, 59 N. Y. 440.)

The appellant assents to this proposition, but urges that such recourse must be limited- to facts which show to the court the situation and standpoint of the testatrix, and does not admit of her decía[187]*187rations expressive of her intention. If the question were upon the construction of a dispositive provision in her will, the appellant’s contention should prevail, otherwise the written will might yield to her unwritten declarations. (Matter of Keleman, 126 N. Y. 73; Williams v. Freeman, 83 id. 569 ; Kelly v. Kelly, 61 id. 51; White v. Hicks, 33 id. 383.) But where the question is, whom has the testatrix named, and the claimant has, by extrinsic evidence, brought that question to depend upon whom she intended to name, then it is manifest that her declaration of her intention, if consistent with the name in the will, is light itself from the very source of intention, and is, therefore, admissible. The strength or clearness of that light will, of course, be affected by the circumstances accompanying the declaration. If we can infer her intention from her acts and thus reach it by indirection, clearly we may gather it from her act of speech which directly expresses it. . And so, we think, are the authorities, although it may be admitted that if they were more explicit, it would not be necessary to discuss the principle upon which the admissibility rests. Mann v. Executors of Mann, 1 Johns. Ch. 231; Doe v. Roe, 1 Wend. 541; Ryerss v. Wheeler, 22 id. 148; Trustees v. Colgrove, 4 Hun, 362; Tillotson v. Race, 22 N. Y. 122 St. Luke's Home v. Association for Indigent Females, 52 id. 200 ; Ex parte Hornby, 3 Bradf. 420.) Moreover, it is not quite accurate to say that we are construing a will or interpreting its terms when the single question before us is whether the claimant has established its identity with the beneficiary named in it.

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Bluebook (online)
32 A.D. 183, 52 N.Y.S. 943, 1898 N.Y. App. Div. LEXIS 1729, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-wheeler-nyappdiv-1898.