McKinlay v. Van Dusen

76 A.D. 200
CourtAppellate Division of the Supreme Court of the State of New York
DecidedJuly 1, 1902
StatusPublished
Cited by4 cases

This text of 76 A.D. 200 (McKinlay v. Van Dusen) 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
McKinlay v. Van Dusen, 76 A.D. 200 (N.Y. Ct. App. 1902).

Opinion

Kellogg, J.:

The action is in equity and seeks the partition of real and personal -estate and, incidentally, the construction of a will through which plaintiff claims title. The will is set forth in full and made a part' of the complaint and plaintiff alleges that, by the will, he is entitled to one undivided fifteenth part in possession of both the real and personal estate described. Plaintiff, in his prayer for relief asks that clause 15 of the will of one William Harden, a great uncle, through which will the alleged title is claimed, be declared void, and absolute title in fee be decreed to be in plaintiff as to such one-fifteenth part, and that a partition be adjudged. He also asks that, in case clause 15 be not wholly void, that the trust created by this clause be declared void. He also asks that, in case the court finds that clause 16 of the will is inoperative, the trust created by clause 15 be enforced according to its terms- and that the residuary estate be divided into fifteen separate parts, to be held by the trustees in severalty, and each part be allotted to each devisee and the income be paid on each part to the devisee to whom allotted. As to this last request the complaint alleges no facts showing that the trustees have not properly discharged their duties. There are no facts alleged showing that the residuary estate is yet in condition to be divided into so many equal parts. The complaint does not show that any of the personal estate has yet come into the hands of the trustees, or that the executors of the estate, as such, are not still in possession, with duties relating thereto still to be performed; that, the real estate, which passed to the residuary estate, may not have to be first sold and turned into money in order to [203]*203make the required division. There is nothing in the complaint which would authorize a court of equity to interfere in this respect with the action and discretion of the trustees; hence this aspect of the complaint may be dismissed without further comment.

As to that portion of the relief prayed for, viz., that the court declare the trust created by the 15th clause void, there seems to be no reason given why it should be treated as void. The terms of the trust are not ambiguous or uncertain, and it is one of the class of express trusts recognized and authorized by subdivision 3 of section 76 of the statute relating to Uses and Trusts (Gen. Laws, chap. 46; Laws of 1896, chap. 547), which reads as follows : To receive the rents and profits of real property and apply them to the Use of any person during the life of that person, or for any shorter term, subject to the provisions of law relating thereto.” This trust, in the 15th clause of the will, covers all of the residuary estate, and authorized the trustees to “ collect and pay over from time to time the rents, issues and net income ” of the property to the beneficiaries named during the term of their natural lives. The trustees also are empowered to “ sell all or any of such real estate ” and invest the proceeds for the same uses. This constitutes a valid trust, and it does not require the decision of a court of equity to dispel any doubts on the subject, for there is no doubt. This aspect of the complaint may, therefore, also be dismissed without further discussion.

The 15th and 16th clauses of the will are claimed by the complaint to be the only portions of the will which authorize this action, and they read as follows :

“ Fifteenth. All the rest and residue of my property, both real and personal, I give, devise and bequeath to Dr. John Dorn, Charles Dorn, Elizabeth Scofield, Grace Scofield, Florence Scofield, Haggle McKinlay, my niece, Howard McKinlay, Willard McKinlay, Libbie McKinlay, daughter of John McKinlay, Harriet E. McKinlay, Barbara Ann Tiffany, Margaret Van Dusen, Anna Tiffany, Catty or Catherine Tiffany and Earl Tiffany, to be equally divided between them, so that each shall have the use of a one-fifteenth part thereof for and during the term of his or her natural life only. And on the death of either, the share of such deceased under this fifteenth clause of my will, or which he or she is entitled to the use of hereunder, [204]*204I give, devise and bequeath to the legal heirs of such deceased, to be equally divided between them. And I hereby appoint my executors, hereinafter named trustees, for the life estates of each of the beneficiaries herein by this fifteenth'clause of my will given, and hereby direct my said executors as such trustees to take charge of, manage and improve the shares of each of said beneficiaries hereby given to them distributively, and collect and pay over from time to time the rents, issues and net income from such distributive share to the beneficiary entitled thereto hereunder. And for the purpose of carrying out the intent of this clause of my will I hereby devise and bequeath to my said executors, in trust, for the purposes aforesaid, each of the distributive shares of the several beneficiaries named in this fifteenth clause of my will, and I also authorize aiid give said trustees full power to sell all or any portion of the real estate hereby devised to them in trust as aforesaid. And in case they do sell all or any of such real estate, the proceeds therefrom are to be retained and invested by them in trust for said beneficiaries,. so that each of said beneficiaries shall have the use of an equal distributive share thereof for his or her life, and on his or her death such distributive share shall be paid over to his or her heirs, to be equally divided between them.
Sixteenth. All the rest, residue and remainder of my property and estate of every name and nature I give, devise .and bequeath to Dr. John Dorn, Charles Dorn, Elizabeth Scofield, Grace Scofield, Florence Scofield, Maggie McKinlay, my niece, Howard McKinlay, Willard McKinlay, Libbie McKinlay, daughter of John McKinlay, Harriet E. McKinlay, Barbara. Ann Tiffany, Margaret Van Dusen, Anna Tiffany, Catty or Catherine Tiffany and Earl Tiffany, to be equally divided between them.” •

If the 16th clause could be interpreted to be a substitute for the 15th and by it the 15th clause could be treated as abrogated, in such case the plaintiff would clearly be entitled to maintain the action of partition; he would then have the fee in one-fifteenth of the residuary estate and be entitled to immediate possession. But it seems to me very clear that the 16th clause was not intended as a substitute for-or as a qualification of the 15th. If it is not wholly surplusage, its apparent office was to cover anything omitted by the language used in the 15th. The 15th carried to the residuary, to [205]*205be held in trust, “ all the rest and residue of my property, both real and personal.” If there should be any species of property not in law regarded as “ real ” or “ personal,” the 16th clause carried it outright to the same beneficiaries freed from the trust, and the language used is: “ All the rest, residue and remainder of my property and estate of every name and nature.” It is impossible to give to this will any other construction and save the testator’s intent clearly and elaborately expressed in clause 15. I do not think that this construction is even debatable. It is quite too obvious to admit of doubt, and since clause 15 is to be given full effect as to the real and personal estate, the action of partition cannot be maintained.

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Bluebook (online)
76 A.D. 200, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mckinlay-v-van-dusen-nyappdiv-1902.