Kernochan v. . Marshall

59 N.E. 293, 165 N.Y. 472, 3 Bedell 472, 1901 N.Y. LEXIS 1436
CourtNew York Court of Appeals
DecidedFebruary 1, 1901
StatusPublished
Cited by2 cases

This text of 59 N.E. 293 (Kernochan v. . Marshall) is published on Counsel Stack Legal Research, covering New York Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kernochan v. . Marshall, 59 N.E. 293, 165 N.Y. 472, 3 Bedell 472, 1901 N.Y. LEXIS 1436 (N.Y. 1901).

Opinions

Gray, J.

The trustees of the separate trust created by the will of John E. Marshall, deceased, for the benefit of Marie Marshall, his daughter, have brought this action for the settlement' of their accounts and for the direction of the court as *476 to the disposition of the trust estate in their hands. The construction of the fourth clause of the will is involved, wherein the testator disposes of his residuary estate upon certain trusts. The exectitors, as the trustees, are directed to apply the net income to the use of the testator’s wife during her life and, upon her decease, to divide the estate into as many shares as there shall be daughters of the testator; allotting, in the event of any daughter having died leaving issue, one share to such issue. The trustees were to hold each share, in trust to apply the net income thereof to the use of the daughter, during the period of twelve years from the decease of the testator’s widow, or for the period of her life, if she should not live so long. Upon the expiration of the trust period of twelve years, or upon the sooner decease of the daughter, the testator provided that the share “ shall go and belong and I hereby give such share to such daughter if living and her heirs forever.” Provisions are then made for the event of the decease of a daughter, either before the expiration of the period of twelve years, or before the decease of the testator’s widow, by giving her share to her surviving lawful issue, heirs at law, or next of kin, as the case might be. The testator then concluded the residuary clause by providing: “ That if at the expiration of the period of twelve years herein specified for the continuation of the trust or trusts in their favor, it be found by my executors or their successors that either of my said daughters is unable or incompetent to attend to or manage her estate, then they may continue to hold and manage the same upon the trust for such daughter so long as such inability or incompetency shall continue, the estate of such daughter meantime to become legally vested in like manner as if such trust were not so continued as last aforesaid.” When his will was made, Mr. Marshall had three daughters; which fact he expressly notes in this clause. His daughter Marie, the disposition of whose estate is now in question, was at the time mentally unsound. After Mr. Marshall’s death, in 1881, his widow survived him and died in 1885. The three daughters, further, survived her and upon -the expiration of the trust period of twelve years, in 1897, the *477 trustees of each of the three trusts created by the will have accounted for their management, in actions of which the present is one.

It appears that, after the decease of the widow and before the expiration of the trust period of twelve years, Marie Marshall was. adjudged to he a person of unsound mind and a committee of her person and estate was appointed by the Supreme Court of this state. The committee claimed to be entitled, as such, to the trust estate in the hands of the trustees and the referee, before whom the trial was had, determined that question is his favor. The referee’s report was confirmed and the judgment directed the trustees to transfer to Mr. J. F. Ilernochan, as the committee of Marie Marshall, the trust estate remaining in their hands. Upon the trustees appealing, with respect to that direction of the judgment, the Appellate Division modified the judgment by directing that the trust estate should be continued in the trustees’ hands, upon the trust created by the will, so long as Miss Marshall’s inability and incompetency shall continue. In the opinion of the learned Appellate Division below, the effect of the concluding provision of the residuary clause was to continue the trust therein created for the daughter, who should he found incompetent, and there was deemed to he “ no inconsistency between the direction that the trustees should continue to have and manage the estate in trust for the daughter and the direction that the estate of such daughter meantime was to become legally vested in like manner as if such trust were not continued,” if the latter direction is c.onstrued as confined solely to the corpus, or rather the remainder, of the trust estate.” I am not able to concur in this view, upon a careful consideration of this residuary clause and of the import which should be attached to its language. The rule of testamentary construction, that the intention of the testator shall be given effect as far as it is legally possible to do so, requires that it be ascertained by reading the language used in its ordinary sense and the testamentary clause, which is in question, as a connected whole. What was the actual intention of the testator, as ascertained *478 from Ids will, must be decided upon a conviction compelled by the examination of all relevant and material parts. It is clear from this will that, upon the death of Mr. Marshall, each daughter took a vested remainder in his estate. She had then a present interest in the estate; but her enjoyment of its possession was postponed and might be defeated, and the remainder divested, by her death before the time fixed for the termination of the trust. In that event a substitution of her descendants, or of those entitled by law, was provided for. (Livingston v. Greene, 52 N. Y. 118; Bowditch v. Ayrault, 138 ib. 222.) The duration of the trust for the daughter was fixed at twelve years, or for her life, if she failed to survive that period of time. If she survived the trust period, the testator, in emphatic language, directed that the share held for her, “ shall go and belong and I hereby give such share to such daughter if living and her heirs forever.” The trust was then determined and all interests in the estate theretofore held in trust were to vest absolutely in the daughter. In order to deprive this gift of an absolute estate to the daughter of its force and to cut down the estate so given, we should find the language relied upon to be unequivocal and to be as clear in that respect, as was the language of the absolute gift. Nothing less will suffice; for the policy of the law favors the vesting in possession of estates and the effort will be in that direction in doubtful cases. Furthermore, the provision, relied upon to lessen the estate given, must be within the sanction of the statute. When the testator provides that his trustees may continue to hold and manage the daughter’s estate upon the trust for her, while her incompetency shall continue, and couples with the provision the declaration that the estate of the daughter shall, nevertheless, become legally vested,” it absolutely precludes the notion that the same condition should continue as to the estate ; namely, that of a vested remainder; or the belief that the testator intended no change in interest. I should say that there was a careful reaffirmation of the prior gift and that the provision, which, undoubtedly, is very inartificially drawn, is in the nature of a suggestion of *479 a mode of management of liis unfortunate daughter’s estate; which might be effectuated for want of any objection to it conceivable by him. So apprehensive, however, does the testator appear to have been, lest his direction for a plpn of management might affect the quality of the estate to which the daughter had become entitled, by her survival of the trust period, that he, emphatically, adds that her estate was

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Bluebook (online)
59 N.E. 293, 165 N.Y. 472, 3 Bedell 472, 1901 N.Y. LEXIS 1436, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kernochan-v-marshall-ny-1901.