Knapp v. Clark

84 Misc. 205, 146 N.Y.S. 926
CourtNew York Supreme Court
DecidedFebruary 15, 1914
StatusPublished
Cited by2 cases

This text of 84 Misc. 205 (Knapp v. Clark) 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
Knapp v. Clark, 84 Misc. 205, 146 N.Y.S. 926 (N.Y. Super. Ct. 1914).

Opinion

Blanchard, J.

This action is brought by the trustees for the construction of the will of Edward E. Chase, deceased. With the immaterial portions omitted the will provides that the residuary estate be held by the trustees in trust to pay over the income, rents and profits derived therefrom to the testator’s aunt, Adaline A. Bucklin, during her life, and further [207]*207provides in the fourth paragraph as follows: “On the death of my aunt Adaline A. Bucklin * * * I direct the distribution of my residuary estate, and give, devise and bequeath the same to the following named persons in equal shares as follows: One-third part to my aunt Mary Ann Clark,-or if she be not then surviving to her descendants, and one-third part to my aunt Rosina Child' Lincoln, or if she be not then surviving to her descendants, and one-third part to Ellen D. Lincoln, daughter of my said aunt Rosina Child Lincoln, or if she be not then surviving to her descendants.” When the testator died the life-estateman, Adaline A. Bucklin, and the remaindermen were living, but all three remaindermen died during the life tenancy. Mrs. Clark left surviving a son, Franklin Chase Clark, who is now living and whose right to one-third of the residuary estate is undisputed. Mrs. Lincoln left surviving her daughter, Ellen D. Lincoln, who is also the third remainderman, and Miss Lincoln died two years before Adaline A. Bucklin, unmarried and without issue, but leaving a will duly probated, the fourth clause of which disposed of all interest in the estate of her deceased cousin of which she died possessed, or to which she might be in any manner entitled. • The real parties in interest to this action therefore are the beneficiaries under the fourth clause of the will of Ellen D. Lincoln and Mary Louise Foster, adopted daughter of the deceased Chase, who claims under the statutes of distribution and descent, alleging the intestacy of her foster father as to two-thirds of his residuary estate. The problem before this court is whether or not Ellen D. Lincoln died seized of any devisable interest in the estate of her cousin, and its solution apparently depends upon the character of the remainders created by the deceased Chase in the fourth paragraph of his will. The de[208]*208fendant Foster predicates her claim of intestacy upon numerous cases which hold that, where there is a direction to trustees to distribute or pay over in the future, futurity is annexed to the gift, the remainders are contingent, not vested, and survivorship at the time of distribution is an essential condition to the acquisition of an interest in the subject of the gift. Matter of Baer, 147 N. Y. 348; Warner v. Durant, 76 id. 126; Matter of Crane, 164 id. 71. I am of opinion that the facts in the case at bar do not come within the purview of these decisions. The rule above referred to is limited in its application to those cases in which the only words of gift are to be found in the direction to distribute. Chief Judge Parker, explaining the application of this rule and its exceptions, says, in Matter of Crane, supra, at page 77: ‘ ‘ The second exception is where there are words importing a gift in addition to the direction to executors or trustees to pay over, divide or distribute; in such a case the general rule of construction does not govern because the language employed, outside of the direction to divide or distribute, imports a gift and, therefore, the situation is precisely as if the will contained words of gift. ’7 The present case would seem to come well within this exception, for immediately following the words 111 direct the distribution of my residuary estate 77 are to be found the words “ and give, devise and bequeath the same to the following named persons in equal shares as follows,77 etc. Surely these words not only import but actually express a gift. 1 cannot agree with the contention that they merely confirm the shares which the remaindermen are to receive by virtue of the distribution. There is no power conferred upon the trustees to divide and pay over in the future; there is a mere general direction to distribute, and the interests of the remaindermen [209]*209do not depend upon this direction but upon the words of absolute gift following. See Matter of Hedger’s Estate, 9 N. Y. Supp. 347, affg. 6 id. 769. As the law favors the vesting of estates, this general direction is insufficient to bring the present case within the decisions cited above. It would seem by the weight of authority that the corpus of the estate was absolutely vested by the will, the time of taking possession and enjoyment being postponed. Matter of Hedger’s Estate, supra. In the Baer case, upon which the defendant Foster strongly predicates her claim of intestacy, the testatrix devised her residuary estate to her executors in trust for the use of her daughter Emeline during her life, and provided that upon her death the remainder should go to her issue, if she had any. In the event of the daughter dying -without issue, the income, rents and profits were to be applied to the use of a second daughter, should she survive Emeline, during her life, and upon her death the estate was to be divided equally among the children and lawful heirs of my brother Harmon Hendricks, deceased, to share and share alike per stirpes.” Ten children of the deceased Harmon Hendricks were living at the time of the death of the testatrix, but they all died before Emeline, the first life tenant. Some left wills under which any interest they might have in the estate would pass. In arriving at the conclusion that these wills conveyed to, their beneficiaries no interest in the estate in question the court was influenced by two facts, neither of which is to be found in the present will; first, that the only words of gift to the children were to be found in a direction to distribute; second, that the said gift was to take effect only in the event of Emeline’s death without issue, Emeline at the time of the death of the testatrix being a young unmarried girl. There was plainly no vesting of the remainders [210]*210in the children when the testatrix died, for their interests were entirely dependent upon the death of Emeline without issue, and therefore, as they predeceased Emeline, they had no devisable • interest in the estate. When the testator Chase died, the remainder-men were persons in being Who had an immediate right to the possession of the property on the determination of the life estate of Adaline A. Bucklin and they therefore took vested remainders within the meaning of the statute. Real Prop. Law, § 40. As Judge Wood-ruff said in Moore v. Littel, 41 N.Y. 66: “ If you can point to a man, woman or child who, if the life estate should now cease, would, eo instanti et ipso facto, have an immediate right of possession, then the remainder is vested.” An application of this practical test to the present ease results in the inevitable conclusion that the remainders vested at the death of the testator. 1 do not believe that the words “ or if she be not then surviving, to her descendants,” following the gifts to the remaindermen, affect the vesting; they create a condition subsequent by which the remainders may be defeated, but not a condition precedent on which the vesting depends. Moore v. Littel, supra; Dascher v. Wycoff, 132 App. Div. 139;, 142. It therefore follows that Mrs. Clark, Mrs. Lincoln and Ellen D. Lincoln took vested remainders on the death of the testator. It also follows that Franklin Chase Clark and Ellen D. Lincoln, as descendants of Mrs. Clark and Mrs.

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Bluebook (online)
84 Misc. 205, 146 N.Y.S. 926, Counsel Stack Legal Research, https://law.counselstack.com/opinion/knapp-v-clark-nysupct-1914.