Kemp v. Kemp

36 Misc. 79, 72 N.Y.S. 617
CourtNew York Supreme Court
DecidedOctober 15, 1901
StatusPublished

This text of 36 Misc. 79 (Kemp v. Kemp) 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
Kemp v. Kemp, 36 Misc. 79, 72 N.Y.S. 617 (N.Y. Super. Ct. 1901).

Opinion

Fitzgerald, J.

The principal questions to be decided are:

First. The construction of the clause in the will of Juliet " Augusta Kemp, recited at folio 133 of the complaint.

Second. The validity of the trust created by her will for th© benefit of her son George; and

Third. Was the power granted her to set apart in her lifetime or appoint by will an imperative power?

To properly determine these propositions it will be necéssary to consider together the wills of the father and mother, as both instruments appear in many respects to have sprung from a common inspiration, and the same underlying purpose manifests itself [83]*83in frequent and marked degree throughout each of these testaments.

The family of George Kemp, the elder, at the time of the execution of his will, consisted of a wife and four children, and in this connection let it he noted that his residuary estate is divided into five parts. Three separate trust estates, consisting of one-fifth part each, are created for the benefit of three of his children, and the remaining two-fifths he devises in trust, the net income to be applied to the separate use of his wife during her life.

There must have been some reason operating in the mind of the testator for the discrimination shown against one of his childrm, and when it is remembered that the one so discriminated against was the eldest son, the bearer of his father’s name, it will be realized the controlling cause could not have been slight. The testator must have entertained serious apprehension as to George’s worthiness, and' yet that he was very much, concerned about him and anxious that he should partake fully with the other children in the equal enjoyment of the paternal estate is evident from the very scheme of its division. Power to dispose of the capital of these two-fifths was granted Mrs. Kemp under certain limitations which later on will be more fully discussed, but for the purpose of reasoning therefrom, the question of her intent in employing the excluding phrase in the clause disposing of the residue of the capital, after making provision for George by the creation of a trust, it will be sufficient to state that by the terms of the original will of her husband it was provided that in the event of failure upon her part to exercise the power, that then, upon her death, such capital was to be distributed amongst all of his children, but by the fifth paragraph of the second codicil, executed some years later, George and his issue were, under such circumstances, absolutely excluded from any participation therein. There is certainly strong ground for assuming that something must have occurred meanwhile to account for this radical alteration of plan; the father’s doubts, regarding the character of his son, it is fair to assume, had been increased, and yet that he had not positively lost all confidence in his possible future reformation is also very plain, for the reason that the power, as created by the will, is neither curtailed nor limited by the codicil, but to the donee’s judgment is entirely left the determination of the [84]*84question whether, or not at all, and, if at all, to what extent George should participate in the estate. There was still a lingering hope that time might set in operation some hidden spring — suppressed in the nature of his first born — which woiild prompt him to worthier conduct, and to a wife’s sense of duty and a mother’s love was confided the power in such a wished for happening to bestow upon the discarded one that generous treatment, the denial of which it requires but superficial insight to discern .was the chief sorrow of the "testator’s declining years.

By the will of the testatrix a trust is created for the benefit of George, and her executors are directed to set apart a sum out of the two-fifths parts of her husband’s estate, the income of which she enjoyed for life, sufficient in their judgment to produce an annual income of $9,000, and that such sum be paid in quarterly installments to her son, George, upon his furnishing satisfactory proof to the trustees that he had properly provided within the preceding quarterly period for the maintenance and education of his children. It is impossible to read the provisions of this trust without being convinced of the mother’s want of confidence in her son. How can they be construed otherwise than as declarations upon her part that he could net be relied upon to discharge the most sacred of obligations,— a parent’s duty to his offspring? ¡Nothing can be predicated upon the idea that she was devoid of affection for her grandchildren, for the contrary has been proven. Did she not, by her will, make an absolute gift of $10,000 to each of them from her own estate? Was not her love for them breathed in every line of the letters read in evidence, and was not this" love the inspiration of her precaution to guard them against possible parental dereliction? Were they not in her thoughts when she provided for George’s income, and was not this income to be reduced in the 'event of both dying during his life? Is it supposable that she intended to include him in and exclude them from any benefits she designed conferring under such circumstances? Was it her purpose to entrust the untrammeled disposition of hundreds of thousands of dollars to the identical person that in another clause of the same instrument she limits in the administration of the comparatively small revenues of a trust fund? Was it her intent to appoint George to receive at her death one-fourth part of the two-fifths parts of her deceased husband’s estate, when she directs that if he (George) shall die [85]*85within three months thereafter, all of the capital of the said two-fifths parts, together with all accrued income thereof, shall go-to these children other than George? Is her recital of the extent of the power which she understood was granted by the terms of her husband’s will not a marked indication of her intent? That her understanding thereof was erroneous is immaterial when it. is considered only as an aid in determining the single issue of intent. How does the extrinsic evidence given upon the trial bear upon the question of construction? “ It must be considered for the purpose of enabling the court to see the facts as the testator saw them” (Morris v. Sickly, 133 N. Y. 456; Stuart v. Brown, 11 App. Div. 492), and to apply his language as he understood and intended it. Page Wills, 973, 974, § 817.

It was said by Earl, J., in Stimson v. Vroman, 99 N. Y. 79, “We must arrive at the intention of the testator as well as we-can; and for that purpose in such a case we may consider all the circumstances surrounding the testator when he made the will * * * not to put new language into the will, but to get out of the language the sense which the testator really meant to embody therein. Doe v. Provoost, 4 Johns. 61; Shulters v. Johnson, 38 Barb. 80; Goodhue v. Clark, 37 N. H. 525.”

The intention of the testatrix (as was said in N. Y. Life Ins. Co. v. Baker, 165 N. Y. 488) must be regarded “ as the polar star of construction ”.

It clearly appears from the scheme of the wills of the donor and donee, particularly in the light of the facts and circumstances presented, that neither of them had any confidence in the.

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Related

New York Life Insurance & Trust Co. v. Baker
59 N.E. 257 (New York Court of Appeals, 1901)
Morris v. . Sickly
31 N.E. 832 (New York Court of Appeals, 1892)
Tilden v. . Green
28 N.E. 880 (New York Court of Appeals, 1891)
Stimson v. . Vroman
1 N.E. 147 (New York Court of Appeals, 1885)
Beardsley v. . Hotchkiss
96 N.Y. 201 (New York Court of Appeals, 1884)
Stuart v. Brown
11 A.D. 492 (Appellate Division of the Supreme Court of New York, 1896)
Stewart v. Keating
15 Misc. 44 (New York Supreme Court, 1895)
Shelters v. Johnson
38 Barb. 80 (New York Supreme Court, 1862)
Stuyvesant v. Neil
67 How. Pr. 16 (New York Supreme Court, 1883)
Doe ex dem. Barnes v. Provoost
4 Johns. 61 (New York Supreme Court, 1809)

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Bluebook (online)
36 Misc. 79, 72 N.Y.S. 617, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kemp-v-kemp-nysupct-1901.