Kellogg v. White

103 Misc. 167
CourtNew York Supreme Court
DecidedApril 15, 1918
StatusPublished
Cited by3 cases

This text of 103 Misc. 167 (Kellogg v. White) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kellogg v. White, 103 Misc. 167 (N.Y. Super. Ct. 1918).

Opinion

Borst, J.

J. Huyler White and the defendant Susan White, his wife, made their separate wills at the same time. Later, one of the executors named in each of these wills having died, another was named in his place by codicils, each executed at the same time. The wills were made in February, 1915, and the codicils in May, 1916, and Mr. White died in July of the latter year. His will has been probated and the plaintiffs and the defendant Susan White have qualified as executors thereof. The plaintiffs in their capacity as executors and trustees. named in these wills allege in the complaint that these wills and codicils were made pursuant to a mutual verbal agreement between the parties by which each agreed to make and leave a last will and testament giving all his property to the survivor who should have nominally the entire ■ estate but that the same should be held in trust only for the purpose denominated in their mutual wills and codicils which was the support of the survivor and of the defendant Anna White and the support and education of the other defendants, infant grandchildren of the testators, and that said agreement should be irrevocable except by mutual consent. A decree is asked that it be determined that the wills were mutual and irrevocable; that the defendant Susan White be restrained from revoking or changing her will and from disposing of any part of the corpus of the estate she received through her husband’s will; that a receiver be appointed to take charge of the property, with authority to use so much as with the income will be necessary for her support and to devote an equi[169]*169table amount thereof to the support of the defendant Anna White and the support and the education of the other defendants, grandchildren of the testators.

The will of J. Huyler White after directing the payment of his debts continues, “ Second. I give, devise and bequeath unto my beloved wife, Susan White, all my property, both real and personal and wheresoever situate, to have and to hold the same absolutely and forever. Third. In the event that my said wife shall not survive me, then and in that case only, I dispose of my property, as follows, to wit: ” Then follow several bequests of small articles of personal property to certain of his grandchildren and to his daughter-in-law, the defendant Anna White, and the testator gives to the latter during her lifetime or until she remarries the house, with the contents, in which she was living and upon her decease to her children, his grandchildren. The remainder of his property he gives to his executors in trust to invest and to divide the income therefrom between his daughter-in-law, Anna White, and his grandchildren until his youngest grandchild shall reach the age of twenty-one years when the property is to be divided between his daughter-in-law, if living and unmarried, and his several grandchildren.

The will of Susan White was exactly similar to that of her husband except it contained cross provisions for his benefit similar to those expressed in his will for her. Since his death she has made other wills.

The right of plaintiffs to maintain this action is well challenged by the defendant Susan White. An “ executor ” is a person appointed to carry the will into effect after the testator’s death and to dispose of his estate according to its tenor. The executors of a will are to take it as written. They may not go outside of the will to determine the intention of the testa[170]*170tor as expressed in its terms where the,language of the will is clear and unambiguous. They may, therefore, not maintain contrary to the plain provisions of the will that it was the intention of the testator to do otherwise with his property than as he states in his will. Schouler Wills (5th ed.), §§ 465, 568, 569; 40 Cyc. 1389; Zimmerman v. Hafer, 81 Md. 347; 32 Atl. Rep. 316; Matter of Andrews, 43 App. Div. 394, 401; affd., 162 N. Y. 1; Locke v. Rings, 66 Hun, 428; Matter of Martindale, 69 Misc. Rep. 522. If there is doubt about the construction of a will as it is written, the executors may by themselves or through the court take into consideration matters which will explain the meaning of the language used in the will, but they may not resort to evidence to prove intention as an independent fact. Schouler Wills, §§ 568-587.

The will of J. Huyler White is clear and positive in its terms. It gives all his estate, after providing for the payment of his debts, to his wife. In case she does not' survive him “ and in that case only ” he makes further disposition of his property. The plaintiffs as executors of that will are charged by the testator, his wife having survived him, with administering the estate by paying the debts of the testator and tuming over the remainder of the property less the expenses of administration to his wife, the defendant Susan White. Because of this situation, Susan White having survived her husband, the trust provisions in his will for the benefit of the defendant Anna White and the testator’s grandchildren are nugatory if the will alone is considered. The plaintiffs came into the possession of the property of the testator by virtue of the provisions of his will. In hostility to what he declared in his will, they now seek to make a different disposition of the property from that provided by him therein. If the testator made a contract with the defendant [171]*171Susan White, the parties interested in such contract may undertake its enforcement but not the plaintiffs who may not dispute or challenge the instrument under which they get the right to act and which is the source of all their power to act. The executors of J. Huyler White are interested only in the disposition of the property named in his will and to see that it passes as intact as may be to his wife, the defendant Susan White. When they have accomplished this, their functions for which they are nominated in the will cease. The plaintiffs contend that they are trustees under a trust impressed upon the property of J. Huyler White. They must rest this claim on the contract and not upon the will, and it therefore cannot be enforced by them by virtue of the will. If executors may institute assaults upon the integrity of the will, then who is to defend it and contend for the wishes of the testator as expressed in it? The functions of the executors are those of trustees. The contract from which they derive their authority and which they are to enforce is contained in the instrument alone whereby they are nominated. No authority is conferred upon them by the instrument through which they get their appointment to maintain that a separate contract made outside of it is to be read into and made a part of it. If it be conceded that executors may enforce alleged contracts not a part of a will, then the assaults made upon estates which have been decried recently by the courts may easily be furthered. The plaintiffs therefore may not as executors of the will of J. Huyler White maintain this action, neither can they as executors of the will of 'Susan White invoke the powers of the court to compel her to perform a contract which they allege she made entirely separate and distinct from the provisions of the wills in question. It is the theory of and the practice under the laws of this state [172]*172that it is a person damnified who alone may maintain an action for his protection or redress. Here the theory of the complaint is that the defendant Susan White has violated an agreement made with her husband, J. Huyler White, for the benefit of the defendant Anna White and the grandchildren.

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Related

In re the Estate of Zeh
24 A.D.2d 983 (Appellate Division of the Supreme Court of New York, 1965)
In re the Estate of Ryan
136 Misc. 261 (New York Surrogate's Court, 1930)
Kellogg v. White
186 A.D. 911 (Appellate Division of the Supreme Court of New York, 1918)

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Bluebook (online)
103 Misc. 167, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kellogg-v-white-nysupct-1918.