Lord v. Lord

44 Misc. 530, 90 N.Y.S. 143
CourtNew York Supreme Court
DecidedJuly 15, 1901
StatusPublished
Cited by3 cases

This text of 44 Misc. 530 (Lord v. Lord) 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
Lord v. Lord, 44 Misc. 530, 90 N.Y.S. 143 (N.Y. Super. Ct. 1901).

Opinion

Scott, J.

The plaintiff, as one of the next of kin and a residuary legatee under the will of his father, Benjamin Lord, deceased, brings this action for the ostensible purpose of obtaining a judicial construction of the will. A number of the defendants have, by their answers, raised the objection that the plaintiff cannot maintain the action at all, and the question is not wholly free from doubt, but since the defendants generally seem to desire that the questions raised [532]*532be determined in this action, it seems best that a decision thereon be rendered, as further litigation may thereby be avoided. The real purpose of the action is to obtain an adjudication that some of the bequests are void, in whole or in part, to the end that the residuary estate in which plaintiff is interested may be enhanced. The will itself is singularly clear and unambiguous and suggests little or no question as to the' testator’s intentions respecting the disposition of his property. The plaintiff’s main contention is that the testator has undertaken to devise more than one-half of his devisable estate to charity in contravention of the statute, chapter 360, Laws of 1860, and this contention involves several questions which it is necessary to discuss. • The first relates to the dower right of the defendant Julia Lord, the testator’s widow. The value of the testator’s real estate at the time of his death was $65,000, and the value of the widow’s dower is found to be $7,080.66. The will made provision for the widow in lieu of dower, and she has elected to accept the provision thus made and thereby has released her claim to dower. The provision thus made for the widow consisted of the creation of a trust for her benefit during her life, with, remainder over to certain charities. The plaintiff contends that in estimating ,the testator’s devisable estate the value of the dower must be deducted from the gross estate, but that in estimating the amounts actually bequeathed the'sum given in lieu of dower must be taken into account. It is unquestionably true, as- a general proposition, that in determining how much a testator may lawfully give to charities the value of the widow’s dower must be deducted from the gross value of the estate, because, at the time of death, the dower right is the property of the widow and not of the testator, and is, therefore, not devisable. Chamberlain v. Chamberlain, 43 N. Y. 424. Dower is, however, a right or interest in the testator’s real estate which may be released by the widow, and it is deemed to be released when she accepts a provision made for her by the will and therein declared to be given in lieu of dower. In the case just cited the rule was applied where a widow refused to accept the provision made for her in the will and insisted upon her right of dower. In the present case Mrs. [533]*533Lord has, by acception. of the provision of the will, released to the estate her right of dower, and this release must be held to date back to the testator’s death. The reason for the rule that the value of the dower must be excluded in estimating the amount of the devisable estate, therefore, disappears, and the rule itself is rendered inapplicable, and the question must be considered as if the whole estate left by the testator, excluding his debts, but including the value of the widow’s dower, w;as disposed of by the will. The next claim made by the plaintiff is that the estate disposed of by the will should be held to include a sum of $6,159.45, being the estimated value of the remainder in a fund of $11,000 in which the plaintiff has a life interest. It appears that in the year 1896 an action was pending in this court between the plaintiff and the testator, his father. A compromise agreement was arrived at under which plaintiff was paid a considerable sum in cash, and his father agreed to place in trust with the United States Trust Company for the benefit of plaintiff the further sum of $11,000, to be invested in specified securities, and the income thereupon to be paid to plaintiff during his lifetime. It was also agreed that if plaintiff should ever thereafter ask, claim or demand any further financial aid or support from his father the trust fund should revert to the decedent or his estate. It is not shown that this contingency ever arose. The trust deed was accordingly made, and the legal ownership of the fund and of the securities in which it was to be invested was vested in the trust company for the lifetime of plaintiff, with a provision that upon his death the principal should revert to the testator, if living, or, if he should have previously died, to such person or persons as he should by his will direct. He has by his will named certain charitable organizations to receive the principal of this trust fund upon plaintiff’s death. It is true that in making this designation the testator uses words of bequest, but notwithstanding that fact I am of the opinion that the organizations named will take the fund not as devisees under the will, but as appointees under the deed of trust. It seems to be quite clear that no property or title whatever in the $11,000, or the securities in which it was invested, remained in the testator [534]*534after he had made the trust deed. All that he retained was a contingent right to a reverter, hut as the contingency did not happen the title never reverted. Hence at the time of his death he owned nothing in the fund which he could devise. The case upon this point is not to he distinguished in principle from Genet v. Hunt, 113 N. Y. 158. It follows that the estimated value of the remainder in this trust fund should not be included in the testator’s devisable estate, nor are the amounts to be paid to testator’s appointees upon the death of the plaintiff to be treated or considered as bequests to charity. The plaintiff suggests in his complaint, and insistently argues upon his brief, that the eighth clause of the will is invalid. That clause, after reciting the fact that to carry out the provisions of the will must necessarily impose upon the executors and trustees an unusual measure of care, labor and responsibility, expresses the testator’s desire to provide additional compensation for them, and to that end gives them in trust $10,000 to be invested by said executors and trustees, who are directed to pay over the income thereof to themselves “ or the survivor or survivors of them in equal parts or portions during the full period required for the complete execution and fulfillment of the various provisions of this my last will and testament.” It is further provided that when the estate shall have been finally wound up the fund shall -be divided between and paid over to certain charitable institutions. All or nearly all of the defendants undertake to uphold this provision, and they suggest a number of ingenious and more or less plausible theories upon which the trust can be sustained. The defendants who are to receive the reversion of the fund raise no question as to the validity of the antecedent trust, and unless the plaintiff can in some way be benefited by a determination that the trust is unlawful it is not necessary in this action to pass upon its validity. In my opinion he cannot be so benefited. It is the well-settled and firmly established rule in this state that if the invalid portions of an attempted bequest or devise can be expunged -without essentially changing or destroying the general testamentary scheme, the valid parts of the will should be upheld. Kalish v. Kalish, 166 N. Y. 377; Smith [535]*535v. Chesebrough, 176 id. 317.

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Bluebook (online)
44 Misc. 530, 90 N.Y.S. 143, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lord-v-lord-nysupct-1901.