Lewine v. Gerardo

60 Misc. 261, 112 N.Y.S. 192
CourtNew York Supreme Court
DecidedJuly 15, 1908
StatusPublished
Cited by1 cases

This text of 60 Misc. 261 (Lewine v. Gerardo) 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
Lewine v. Gerardo, 60 Misc. 261, 112 N.Y.S. 192 (N.Y. Super. Ct. 1908).

Opinion

Mills, J.

This is an action brought by the plaintiff, the vendor in a contract of sale and purchase of real estate situated in the city of Mount Vernon, Westchester county, N. Y., to compel the defendant Gerardo, the vendee in said contract, to specifically perform the same. She declined to complete the purchase upon the ground that the plaintiff’s title to the property was defective. In support of such claim certain objections were presented at the trial and are hereinafter stated and discussed.

First Objection.— This is that the will of Frederick Klett, through which the plaintiff’s title is claimed to be derived by a deed made by executors and trustees under such will, was void as a will of real estate situated in this State.

Said Klett died in the city of Philadelphia on the 26th of July, 1859, leaving a last will and testament and codicil thereto, properly executed as a will of real estate in accordance with the requirements of the laws of this State. Such will with codicil was duly probated by the Orphans’ Court of Philadelphia county, State of Pennsylvania, corresponding to our Surrogate’s Court, in August, 1859, and letters testamentary duly issued to the several executors and trustees named therein. It was also, in April, 1893, probated in the Surrogate’s Court of this county as a will of real estate. See Matter of Klett, 3 Misc. Rep. 385.

The gist of the provisions of the will, so far as the real property of the testator is concerned, was that such property was left in trust to the executors and trustees named therein for the following uses and purposes, viz.: (a) To collect the income thereof and divide the same among the named five children of the decedent; and (b) Upon the death of any one of said five children, to divide the estate into five equal parts and to distribute one of said equal parts among the lineal descendants of such deceased child, and to hold one of the other four such parts in trust for the life of each one of the other four children, and at his or her death to distribute the same to his or her lineal descendants, except that it was provided that in the case of the child Catherine Bickley such share should be held in trust not only for her life, but also during the lifetime of her children, and, upon [264]*264the death of her last surviving child, such share should he distributed among her surviving grandchildren.

The will also gave to the executors and trustees power of sale as to the real estate, the exercise of which was evidently necessary to carry out the scheme of the above provisions of the will, if the same were valid.

The claim here made, under this objection by the defendant, is that the provisions of such will violated the New York statute against perpetuities; and that, therefore, the will, as to the real estate, was void both as to the dispositions attempted to he made and as to the power of sale granted in aid thereof.

One of the testator’s children, namely, Catherine Bickley, died on the 30th day of September, 1869, intestate, leaving her surviving a husband and five children; and another one of the testator’s children, namely, Frederick Klett, Jr., died October 11, 1869, unmarried and without leaving any descendant, he leaving a will and codicil purporting to dispose of his interest under his father’s will. Upon an accounting held in said Orphans’ Court in April, 1870, that court was called upon to construe the provisions of the will of Frederick Klett, Sr., here questioned. It held, in substance, that those provisions, with other provisions of the will, should be construed together as dividing the trust estate into five shares at the death of the testator and setting apart one of such shares for each of his five children, and providing that the trustees should hold such share in trust for the life of such child and at his or her death pay the same over to his lineal descendants. As to the provision, above recited, as to the share of the child Catherine Bickley, it held that, while such provisions violated the Pennsylvania statute against perpetuities, which would be equally true of the Few York statute, yet, taking the will as a whole, it was evident that the paramount purpose of the testator was to give one share to each child. and his lineal descendants; and that it was competent for the court, in construing the will, to reject the provision continuing the trust after her death, during the lives of her children, as void under the statute of perpetuities, and to hold under the other provisions showing [265]*265the paramount purpose that that share, upon her death, went at once to her lineal descendants. That court, therefore, upheld those provisions of the will as valid.

The reasoning of that court in support of its conclusions appears to me to be sound; and I, therefore, adopt those conclusions and upon such reasoning and conclusions hold that the'will of Frederick Klett, Sr., was a valid will disposing of his real estate in the State of New York as a part of the trust created by such will; and that the provisions creating such trust, taken as a whole, were and are valid under our laws. This results in the overruling of the first objection to the title taken by the defendant.

Second Objection.— That the deed made to the plaintiff’s predecessors in title on April 26, 1870, by the then trustees under the will of said Frederick Klett, was invalid because one of the three original trustees named in the will, viz., Frederick Klett, Jr., had died; and that his purported successor had been appointed by a Pennsylvania court and not by a New York court; and because such successor or substituted trustee joined with the two survivors of the original trustees in the deed.

It does not seem to me important to determine whether or not the Pennsylvania appointment of the successor to or substitute for the original trustee, Frederick Klett, Jr., was valid; because it seems clear that, if such appointment were invalid, the power of sale, according to the laws of this State, could have been validly executed by the two surviving trustees (see Code Civ. Pro., § 2818, Real Prop. Law, § 146) ; and such deed was executed by the two survivors of the original trustees.

This objection is, therefore, also overruled.

It is contended by the counsel for the defendants that, if either of the foregoing objections were sustained, still the various persons interested in the estate of Frederick Klett, Sr., are, upon the evidence before the court, clearly to be held estopped from disputing the validity of the sale by said trustees of the premises in question.

Such sale was made and the deed therefor delivered in April, 1870. In the early part of 1880, the trustees or the [266]*266survivor of them accounted in the Pennsylvania court and, among the amounts received by him, included in his account the proceeds of such sale with a precise statement of the sale. Such account was passed and confirmed by due proceedings in said court on the 3d of March, 1880, with all of the parties interested in such estate duly before the court. Several subsequent proceedings in Pennsylvania courts were taken, with such parties before the court, based upon the accuracy of the construction of the will hereinbefore recited as having been made by the Orphans’ Court. From the decrees or judgments of such courts in such proceedings no appeal was taken by any of such parties; but, on the contrary, all appear to have acquiesced therein.

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Bluebook (online)
60 Misc. 261, 112 N.Y.S. 192, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lewine-v-gerardo-nysupct-1908.