Mason v. Jones

2 Barb. 229
CourtNew York Supreme Court
DecidedJanuary 3, 1848
StatusPublished
Cited by21 cases

This text of 2 Barb. 229 (Mason v. Jones) 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
Mason v. Jones, 2 Barb. 229 (N.Y. Super. Ct. 1848).

Opinion

By the Court, McCoun, J.

The leading question to be considered in this case, arises upon the sixth devising clause of the will, it is this: Whether the trustees take one half of the estate as one entire gift for the purpose of a common fund to be made up of income,-out of which to pay the four several annuities ; or whether it is to be understood as a devise of half the estate in shares; thereby creating several trust funds for the payment of the respective annuities, each annuity being payable out of a distinct fourth part of the income.

If the former was intended by the testator, and such be the design of the will, then the devise is clearly void ; because the trust renders the property inalienable for a longer period than is allowed by law; but if the latter is the true meaning of the will, (and the meaning is to be gathered from the whole instrument;) the objéction on the score of an undue suspension of absolute ownership or of the power of alienation, entirely vanishes;

It was certainly as competent for the testator to devise this half of his property to trustees in shares, as it was for him to devise the other half in distinct undivided parts free from any trust; and had the draftsman, in framing the devising clause in question, added the words in four equal shares,” or, in the direction for the payment of annuities, had he said out of the income of the respective shares,” or employed words of similar import in that immediate connection, I apprehend there would have been no question of this sort. It would have been too clear for a doubt as to its being a devise in shares. But though such words are wanting here, yet are they not supplied in the subsequent parts of the instrument ? It seems to me they are, and that the subsequent provisions show clearly enough an intention to devise this half of the property in four distinct and equal shares, as well for the sake of trusts to be executed, as for the sake of limitations over after the trusts shall have ceased.

An evidence of such intention is to be found in the direction that upon Helen Alston surviving her husband, her annuity is to cease and she is to take the one equal undivided fourth [243]*243part of the property,” absolutely. The same share, under the designation of the said last mentioned one equal undivided fourth part,” &c. is given over to her issue in the event of her death leaving her husband surviving.

And again : In the accumulations of surplus income, three equal fourth parts thereof” are mentioned to which this direction of the will applies, and these are the shares of Helen, James, and Henry, whose issue respectively are intended to be benefit-ted by the accumulations. And in the next paragraph the will is still more explicit on this point, using this language : And with regard to the said trust shares of the said Helen, James, and Henry, so long as they may severally be without issue living, the surplus of the said income thereof,” that is, of those three shares, are to be paid over to persons in esse, and not to await the birth of issue of the three first takers.

Then again; another equal fourth part of this half of the property is disposed of on the death of John, together with the surplus of income thereof,” after satisfying the annuity to him. This clause strongly indicates that the testator himself understood the will as setting apart a one-fourth of the half devised to the trustees, for his son John, out of the income of which fourth, and not out of the income of the entire half as a common fund, John’s annuity is payable; for it is the surplus income of that one-fourth, as a distinct share, and as a fund by itself, that is given over, with the principal, at his death. So, likewise, upon the death of James and Henry respectively, it is equal fourth parts that are given over to their respective issue, or in default of issue surviving, then to others.

These directions of the will, which have reference to the same undivided half of the property devised in trust, show very clearly that the testator intended the trustees to take and hold the property thus devised, in four equal undivided shares, and each share under a separate trust. Even if the will is capable of receiving a different interpretation for the want of words of severance in the immediate devising clause, yet when the whole is looked at, it is not perceived that any violence is done to its language, or to the general import of the instrument, by adopt[244]*244ing this as the preferable meaning. The court is bound by that familiar principle which prevails both at law and in equity, that where a deed or a will admits of a twofold construction, one of which would render it void, and the other would uphold.. it, to give it that construction which will leave it effectual in law.

An argument has been urged against considering the trust as a trust of shares, because of the unequal amounts of the annuities, and of the discretionary power of the trustees to increase one or more of them, so as not only to produce a still greater inequality, but to enhance the amount of one or two, beyond equal fourths of the income, so that they could not be paid except by considering the income as a fund in gross, and not held in shares.

If, from these circumstances, it followed that the exercise of the power to increase annuities would necessarily prevent the payment of all, except out of a common fund, however small or partial the increase might he, then it would be an evidence of the testator’s intention to place this half of his property under one general trust. But the facts in relation to the annual income, and the testator’s knowledge of the amount, do not impose the necessity of inferring such an intention. The annual rents of the real estate, at the testator’s death, were about sixteen thousand dollars. His personal property is inventoried at five hundred and sixty-six thousand dollars. This, at a moderate rate of interest, added to the rents, will form a clear net annual revenue of at least forty thousand dollars. Assuming this to.be so, (and there would seem to be nothing unreasonable in the assumption,) each annuity might be increased to five thousand dollars, and still he paid out of separate shares of the income.

The testator well knew the amount of his income, and what the estate, in all probability, would continue to yield; and knowing this, he might well authorize an increase of the annuities ; and it is difficult to believe that in conferring the power, although it is declared to be “ a full discretionary power,” he had the remotest idea or intention of the trustees increasing any [245]*245one of the annuities so that it should exceed a fourth part of the net income of the property devised in trust. There is room enough for the exercise of the power without its going beyond that limit; and if the trustees should ever attempt to exceed it, there would be, within the equitable jurisdiction of this court, a power, as I have no doubt there would be a duty, to restrain them.

The testator, indeed, contemplated that there would be a surplus of income after paying the annuities, and a surplus not depending on the trustees’ omission to increase the annuities, but a surplus even if increased; for. his directions to accumulate the surplus in respect to three shares, or three fourth parts of the income, are general. In giving these directions he speaks of the surplus “ of three equal fourth

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Bluebook (online)
2 Barb. 229, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mason-v-jones-nysupct-1848.