Lamb v. Lamb

14 N.Y.S. 206, 37 N.Y. St. Rep. 699, 60 Hun 577, 1891 N.Y. Misc. LEXIS 1914
New York Supreme Court·Decided April 17, 1891·Published·Cited by 1 cases

Opinions

O’Brien, J.

Seldom is difficulty found in determining the rules that should govern in cases involving the construction of wills, but when we attempt to apply those rules to a given case the difficulty at once becomes manifest. The present furnishes a good illustration. The referee in his opinion correctly states the facts and the questions in controversy as follows: “This action is brought for the partition of certain real property situated in the city of Hew York. All parties claim through one Anthony Lamb, who died in May, 1885, seised of the premises in question, and leaving him surviving five children, and the descendants of four other children, who died in his life-time. By the will he devised the property in question to his daughter Sarah, subject to a life-estate therein in favor of the testator’s wife, Violetta. The language of the devise to his daughter Sarah is that she ‘ have and hold the same, with the rents, issues, and profits thereof, during her natural life, for her sole, separate, and peculiar use, and, should she marry, not to be liable for or charged with the debts of her husband; and, should she marry and have children, I give and devise said lots at her decease to her descendants then living: if more than one, to be divided among them in the same manner as if she had died seised of the same intestate; but, if only one, then to such only descendant.’ Sarah Lamb thereafter intermarried with the defendant Adam O. Gillespie, and departed this life September 3, 1886, childless, having made a will, whereby she devised and bequeathed all her property, real and personal, to her husband. Violetta Lamb died in October, 1889. The important question for consideration in this suit is whether the said real property, upon the death of Violetta Lamb, and by reason of the prior death of Sarah LambGiliespie without leaving any children, became part of the residuary estate of Anthony Lamb, or whether there was an intestacy as to this portion of his property; and, if so, what right or interest therein does the defendant Adam O. Gillespie take by reason of the will made in his favor by Sarah L. Gillespie? It is evident from a perusal of the will of Anthony Lamb that almost every possible contingency was provided for, except the one that actually occurred, namely, the decease of Sarah L. Gillespie without leaving children; and the language of the will in those clauses which apparently refer to the ‘ rest, residue, and remainder ’ of the testator’s estate, after the specific devises to his children had been made, does not use the word ‘ devise,’ but apparently contemplated only a division of certain personal property. It is therefore claimed that the property in question cannot fairly be included in that residue of the estate which was in the testator’s mind at the time of the execution of his will. I am, however, of opinion that under the law of this state this property forms part of the residuary estate.” The learned referee bases his conclusion on the cases of Floyd v. Carow, 88 N. Y. 560; Riker v. Cornwall, 113 N. Y. 115, 20 N. E. Rep. 602; and Cruikshank v. Nome [209]*209for the Friendless, 113 N. Y. 337, 21 N. E. Rep. 64. These contain a review of the earlier cases, and, apart from their able, studied, and careful treatment of the questions involved, are the latest, and, so far as applicable, the controlling, authorities. We can, therefore, as did the referee, after a statement of the facts in this case, rest our conclusion upon the principles laid down in those cases.

An examination of the will shows it to be, as claimed, an exceedingly well and carefully drawn instrument, and a masterpiece of thoughtful foresight and technical precision. It was evidently prepared by a skillful lawyer, and is in every respect a model will. In it every word is used in its accurate and legal sense, and in its proper technical connection. Every point is covered, and every contingency provided for, so far as human foresight could accomplish. Wherever real estate is sought to be affected, the language is of the utmost technical precision, and where only personal property is sought to be affected the language used is strictly accurate. The testator, besides much personal property, had a great many different and distinct parcels of real estate, each one of which was specifically devised to particular persons. At first blush it might seem as if no portion of this real estate was intended to form part of the residuary estate. This view is strengthened by the absence in the residuary clause of technical words strictly applicable to real estate, and inferences that can be drawn from other parts of the will as instanced by the clause marked “Seventhly.” This clause, after directing the conversion of the real estate in Pearl street into personalty, in trust for his son Anthony, further directed that, in ease his son Anthony should die without leaving any descendants, then the said “principal sum shall revert to and form part of my residuary estate.” As we find no similar provision with reference to the devises made of the balance of the real estate, the rule of expressio unius est exclusio alterius would seem to be applicable. Again, we find that the devises made are everywhere accompanied by the same language, creating the same estates. It would thus follow that any other parcel of real estate devised to children or grandchildren would, as in the case of his daughter Sarah, upon a failure of any of the conditions on which it was limited, fall, as it is claimed this does, into the residuary. Those, after all, are but arguments, drawn, it is true, from the will itself, but which are answered by other provisions of the will, and by principles which must be held to outweigh them.

As has been oft repeated, the intention of the testator is first to be ascertained and then carried out. Such intention is to be determined by the entire instrument, and, when ascertained, “it is the pole-star by which courts must be directed in the administration of justice.” Van Kleeclt v. Dutch Church, 20 Wend. 457. The presence in the residuary clause of language more peculiarly applicable to personalty than to real estate, is not controlling, nor the fact that we there find no technical words of descent or power of sale. If the real meaning and intention of the testator, and his plain and definite purposes, are endangered by inapt or incorrect modes of expression, and we are sure that we know what the testator meant, the court may reject words and limitations, supply them, or transpose them, to get at the correct meaning. Phillips v. Davies, 92 N. Y. 204; Pond v. Bergh, 10 Paige, 140. Where an intention, therefore, is apparent, little weight is to be given to arguments based upon the use of inapt phraseology. The main reliance of the appellants in claiming that the residuary clause does not cover this land is the failure to use apt or technical language upon the part of the testator. As stated, however, no matter what words a testator uses to express his intention, that intention, when it can be ascertained, must govern. Allen v. White, 97 Mass. 504. The care observed by the testator in providing for every possible contingency shows that he had no intention of dying intestate. It may be true that it did not occur to the testator that any portion of [210]*210his real estate, which he had specifically devised with limitations over, would lapse, so as to fall within the residuary estate.

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Lamb v. Lamb, 14 N.Y.S. 206, 37 N.Y. St. Rep. 699, 60 Hun 577, 1891 N.Y. Misc. LEXIS 1914 (N.Y. Super. Ct. 1891).

14 N.Y.S. 206 (Lamb v. Lamb) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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