Linzy v. Whitney

110 A.D. 462, 96 N.Y.S. 1075, 1906 N.Y. App. Div. LEXIS 7
CourtAppellate Division of the Supreme Court of the State of New York
DecidedJanuary 3, 1906
StatusPublished
Cited by2 cases

This text of 110 A.D. 462 (Linzy v. Whitney) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Linzy v. Whitney, 110 A.D. 462, 96 N.Y.S. 1075, 1906 N.Y. App. Div. LEXIS 7 (N.Y. Ct. App. 1906).

Opinion

Spring, J.:

The action is partition, commenced by the widow of Charles S. Whitney, who died March 9, 1899, leaving a last will and testament, the construction of which is involved. The testator left no children, but the plaintiff, his widow, who has since remarried, and his mother, who was living with him at the time of his death.

Beferring to the provisions of the will pertinent to the pending controversy, we find that the' personal property was bequeathed to his widow subject to the payment of debts, expenses and the expenditure of $1,000 for a monument. Testator also devised to Bis wife the life use of ttie real estate of which he died seized, and which consisted of a farm, and then to his children, if any. He devised one-third of the land of which he died seized, in case he died without any children, to his wife, and the remaining two-thirds to others named in the will, “ subject, however, to the foregoing expenses and the life estate.” This item continues as follows: But in case my wife, Harriet, shall again marry, then and in that event I authorize and direct her as the executrix hereof to sell all the land and convey the same to the proper purchasers by proper deeds, to be executed by her as such executrix, and after paying all the payments and satisfying all the provisions hereinbefore made, to divide the remainder of the proceeds among and pay the same to herself the one-third, and the other two-thirds equally to' said Leonard, Talmage and Franklin as above provided.”

There was a mortgage on the farm of $1,300, which the testator made chargeable one-third on that portion devised to my wife and the other two-thirds ” upon the balance of said premises.

The plaintiff has commenced her action upon the assumption and now contends that she became vested with the life estate, notwithstanding her marriage,, and that the division of the avails of the [464]*464sale- or 'of the premises, if unsold, was not.to be made until after her death. We concur with the learned court below that tins-construction was not intended by the testator. .'Laying aside the.. ' question, of Ms children he had two considerations in view when providing for his wife’s portion of the real estate. If she remained' his widow she was to have the exclusive useibf the premises and one-third, in fee; In the-8th paragraph.of his will he had in mind the-possibility of her remarriage, and in that event he directed an immediate sale of the farm and the disposition of its proceeds. He still, adhered to the. one-third to his widow, but the fact that lie ordered a sale by the executrix in the event of her remarriage is incompatible with the retention of -the life estate by her.

He made no provision for the investment of the avails.of the sale for her benefit, but imperatively required her to.' make the division provided for. The división is to be made “ after paying all the payments and satisfying all the provisions • hereinbefore made,” and: it is- strenuously urged that the life estate is one of the provisions to which the clause has reference. . The language is sufficiently comprehensive to; include the life estate but there are other provisions to which concededly it relates. In construing the will we must keep in mind the purpose of the testator that he intended a different distribution of his estate in case Ms widow remarried. He then provided for an equitable conversion of bis land into money and its'distribution, and this scheme is repugnant to the life estate provision, which was to be effective as long as the plaintiff remained his widow. •

The mother of the testator resided with the-plaintiff on the farm, as she had done before his. death, until the dwelling house thereon burned. Since that time she hás lived with anothér son, and the proof shows the board and care furnished by this son are worth five dollars a week, and c'ompensation. for that sum has been awarded in the judgment, and the net avails of the.sale are directed to be invested by the county treasurer, primarily to meet the continued expense of caring for her at that "rate;. By . the 4th paragraph of’ the will the testator provided a home for his mother ás -long -as she lived, “ provided she accepts the same at the house on my farm, but in case she resides or stays elsewhere than at the house where I . shall live up to the time of mv death, then she is not entitled to any [465]*465support or maintenance from my estate,” and he further directed the executrix to furnish her “ with-a home at the house which shall lie my residence at the time of my death, consisting of board, rooms, lodging and proper care.” This provision for his mother was made by the testator in anticipation of the wúdowhóod of the plaintiff continuing, and upon the assumption, therefore, that the farm was to remain unsold and the fruits inure to the plaintiff. The dwelling house, as noted, burned in February, 1901, and an entirely different situation was presented from that contemplated by the testator. The widow, after a few days, remarried, but continued to occupy and receive the avails of the farm. The husband erected a small temporary house'on posts on the farm in which'he and the plaintiff resided until the November following. The plaintiff since the tire has not manifested any desire-to take care of the mother of the testator, and has made no effort to do so. The intention of the testator cannot be carried out literally, but the judgment does make effective the essence of that intention by providing for .the maintenance of the mother,, who was ninety-two years of age at the time of the trial, out of the entire net proceeds of the sale. This direction only imposes the aliquot part of the burden upon the plaintiff, and is as fair a distribution as can be made, arid reasonably carries out the purpose of the testator to provide for her support out of his estate. It does no injustice to the plaintiff, for if she had not remarried the burden would probably have been borne by her in connection with the life tenancy. Nor is the plaintiff entitled to compensation for maintaining and caring for her mother-in-law up to the time of the fire. It is clear that the testator expected that this was one of the incumbrances attached to the life use of the farm.

It is also urged that the support of the mother is not made a charge upon the real estate. The direction to sell the farm and distribute the avails has coupled with it not only,the payment of the sums provided for in the will, but the satisfaction of “all the provisions hereinbefore made,” and only the remainder of the proceeds ” was to be divided.

The testator in this part of his will had in view the farm when converted into money, and the obligations he made a charge upon his property were intended to be'taken care of out of these avails. [466]*466This suggestion disposes also of the payment of $100 for the burial expenses of Ezra Whitney, a brother of the testator,, and which is also provided , for in'the judgment. - '

The testator by the 2d paragraph of his will directed the payment of $1,000 for a monument to his parents, his debts and expenses out of his personal estate • primarily, but charged the payment thereof upon his real estate, in case the personal property was insufficient therefor; and he authorized the executrix “ for that purpose * ■* * to sell at public or private sale such parts of my real estate >

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re the Estate of Campbell
171 Misc. 750 (New York Surrogate's Court, 1939)
In re the Estate of Conway
120 Misc. 287 (New York Surrogate's Court, 1923)

Cite This Page — Counsel Stack

Bluebook (online)
110 A.D. 462, 96 N.Y.S. 1075, 1906 N.Y. App. Div. LEXIS 7, Counsel Stack Legal Research, https://law.counselstack.com/opinion/linzy-v-whitney-nyappdiv-1906.