Manier v. Phelps

15 Abb. N. Cas. 123
CourtNew York Supreme Court
DecidedJuly 15, 1884
StatusPublished
Cited by5 cases

This text of 15 Abb. N. Cas. 123 (Manier v. Phelps) 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
Manier v. Phelps, 15 Abb. N. Cas. 123 (N.Y. Super. Ct. 1884).

Opinion

Martin, J.

This was an action for the construction of the will of Robert S. Phelps, deceased. The will was executed on the 14th day of July, 1881. By the first clause the testator gave to James W. Manier 250 shares of Susquehanna Valley bankstock in lieu of all claims for fees as executor of his will. By the second, he gave to Lizzie, Freddy and Frank Smith each the sum of $10,000. By the third, he gave to Andrew Jackson, $2,000. The fourth clause provided that if he should die leaving any child or children, the remainder of his estate should be equally divided between his wife and such child or children, share and share alike ; but not to be divided until the youngest child should arrive at the age of twenty-one years, his wife to have the income, except that each child was to receive the income of his or her share upon arriving at the age of twenty-one years. The fifth clause was as follows: “Fifth, in case I shall die leaving no child or children, and no child of my body shall be born after my death, then I give, devise and bequeath the use and income of all my said remaining property and estate to my wife Hattie S. Phelps during her natural life, and at hér decease, I give, devise, and bequeath all. my said remaining property and estate to the children of Norman Phelps, of Binghamton, N. Y., the children of John 0. Phelps, of Wilkesbarre, Pa., and to Horace Phelps of Scranton, Pa., said remaining estate and property, to be divided between said Horace Phelps and each of said children, share and share alike. The bequests in this will to my wife are intended to be and are given to her in full satisfaction and recompense of and for the dower and thirds which she may be entitled to out of my estate.” The testator’s wife -and James W. Manier were, by the sixth clause, ap[125]*125pointed executrix and executor of said will, and given “full power to sell and convey any part or all of my real estate and personal property, and to reinvest the proceeds thereof in such manner as they may think to be for the best interests of my estate.”

The testator died December 14, 1881, leaving no child, and none was afterward born. He left a widow, but no parents, brothers, sisters, nephews or nieces. His will was duly admitted to probate April 20, 1882, and letters testamentary were duly issued to James W. Manier and Hattie S. Phelps as executor and executrix of said will, who thereupon duly qualified as such, and entered upon their duties. His widow accepted under the provisions of said will in lieu of her dower or any interest in said estate, and receive the use and income of the residuary estate during her life. Horace Phelps died November 19, 1881, which was after the making of this will, and before the testator’s death. The testator was present at his death. The widow died October 5, 1882. Norman Phelps had three children, and John 0. Phelps five children, when this will was made, all of whom are still living.

The following questions are involved in this action, and arise under the fifth and sixth clauses of the will. 1. Did the share in the residuary estate which Horace Phelps would have taken had he survived the testator vest in the surviving residuary legatees upon the testator’s death, or did it pass to the testator’s heirs or next of kin, as property undisposed of by the will ? 2. If to his heirs and next of kin, was such share one-ninth or one-third of such residuary estate ? 3. If to the heirs and next of kin, did the widow become entitled to the share of the personal estate so bequeathed ? 4. Do the children of Norman and John C. Phelps take each an equal share in said residuary estate ; or do the three children of Norman take one-half, and the five children of JohnO. the other half ? 5. Is the [126]*126plaintiff, as surviving executor, authorized, and is it his duty, to sell and convey such portion of the real estate as in his judgment seems for the best interest of the persons entitled to the same, and to distribute the avails \

The first and most important question in this case is, did the share in the residuary estate which Horace Phelps would have taken had he survived the testator, vest in the residuary legatees living at the testator’s death, or did it pass to the testator’s heirs and next of k,in as property undisposed of by the will \ It seems to be well settled that if the devise and bequest to Horace Phelps has lapsed that it must be treated as property undisposed of by the will, and that as to such portion of the estate the testator died intestate (Vernon v. Vernon, 53 N. Y. 352; Warring v. Warring, 17 Barb. 552 ; Floyd v. Barker, 1 Paige, 480). None of the parties controvert this proposition. The general rule is also clear that if the legatee dies béfore the testator, the legacy lapses, because the will, not taking effect until the death of the testator, it can communicate no benefit to the persons who previously die (1 Jarm. on Wills [5th Ed. Bigel.] 338).

To this rule there are, however, exceptions, which are as well settled as the rule itself. "One of them is, where the devise or bequest is to a plurality of persons as joint tenants. In such a case no lapse can occur unless all the objects die in the testator’s lifetime, because, as.it has been expressed, “ each is a taker of the whole, but not wholly and solely,” and any of them existing when the will takes effect will be entitled to the entire property (1 Jarm. on Wills, 341). It is not, and I apprehend it cannot be, successfully contended in this case that the gift to the residuary devisees and legatees mentioned in this will was to them as joint tenants. The devise and bequest is to Horace and each of said children share and share alike. This con-

L [127]*127stituted them tenants in common and not joint tenants, and that, too, independent of the statute, 3 R. S. {7th Ed.) 2179.

Another exception to the foregoing rule is, where a devise or bequest is given to a class of persons as tenants in common. In such case, those of the class described, who survive the testator, are admitted to be the exclusive objects of the gift; or, to state the exception in the language of an eminent text-writer: “ Where the devise or bequest embraces a fluctuating class of persons, who by the rules of construction are to be ascertained at the death of the testator or at a subsequent period, the decease of any of such persons during the testator’s life will occasion no lapse or hiatus in the disposition, even though the devisees or legatees are made tenants in common, since members of the class antecedently dying are not actual objects of the gift ” {1 Jarm. on Wills, 341; Downing v. Marshall, 23 N. Y. 366, 373, 374; Teed v. Morton, 60 N. Y. 502, 506 ; In re Coleman & Jarrom, L. R. 4 Ch. Div. 165, 169).

It is contended by the surviving residuary legatees and devisees, that the residuary devise and bequest, given by the fifth clause of this will, was to a fluctuating class of persons, to be ascertained at the death of the testator, and hence there was no lapse of the share of the residuary estate given to Horace Phelps, but that they only were the objects of the gift. This contention is challenged by the heirs-at-law and next of kin of the testator, and also by the personal representative of the deceased widow. It seems to be admitted by all the parties to this controversy, that if this gift had been to the children of Norman Phelps, or to the children of Norman Phelps and to the children of John C.

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Bluebook (online)
15 Abb. N. Cas. 123, Counsel Stack Legal Research, https://law.counselstack.com/opinion/manier-v-phelps-nysupct-1884.