McKinstry v. Sanders

2 Thomp. & Cook 181
New York Supreme Court·Decided November 15, 1873·Published

Opinions

Miller, P. J.

The testator by his will devised the residuary portion of his estate to the trustees of the First Universalist society of [184]*184the city of Hudson; and, by a codicil subsequently executed, provided that if there should remain of the moneys arising from the sale of the real estate, and received and realized from his personal estate “ an amount not exceeding the sum of twenty thousand dollars, that my executors pay over the whole of said amount so remaining to the trustees of the said First Universalist society,” etc.; * * * but, in case the amount of said moneys so remaining shall exceed the sum of twenty thousand dollars, then my said executors shall pay to the trustees,” * * * and that he pay over the residue thereof to my nephews and nieces who shall then be living, to be equally divided between them.”

The question to be determined is, the construction of the clause last cited, and the force and effect of the words “ who shall then be living.”

It will be noticed that the word " then ” is simply employed twice in this provision of the will prior to the last sentence quoted, and evidently means in that case, and does not have reference to time. Its subsequent use in the same clause by no means renders it certain and conclusive that it was designed to refer to time alone, and it may well be argued that the testator intended to employ the word “ then ” in the same sense as he had previously done, so that it would read as before, in that case, thus leaving it to be fairly inferred that he designed to provide for the nephews and nieces living at the time of his decease. But, assuming that this construction cannot be upheld, I think that the interpretation of the words employed must be determined by the actual intention of the testator, to be gathered from a perusal of the entire instrum ent.. Looking at the clause in question in that point of view, it is difficult to discover any reason for claiming that the testator intended to establish a technical, arbitrary rule, by which none but those of his nephews and nieces who were living at the time of the distribution of his estate were tó be objects of his bounty. The design of the will and codicil evidently was to divide aU which remained after the payment of the legacy to the church, equally among this class of relatives who might be living when he died, and not to cut any of them off, because of their decease prior to actual distribution.

The effect of a contrary rule would be to deprive each one of his or her portion who might, perchance, die at any time before the surrogate’s decree. In the case of Jane P. McKinstry, who died after the citation for a final accounting had been served and before [185]*185the decree, the application of such a rule would he extremely.harsh and technical. Most certainly she was entitled to a vested interest after the amount of the estate was definitely known, and then, if not before, it became vested in her. How could any other rule be applicable in this case, after the amount was known and ready to be divided ? The executor was then ready to pay over, and she was then living, ready to receive, and there is no good reason why she had not an absolute right because the surrogate had not made a decree. The executor would have been justified in paying her without a decree, and had he done so, would not, I think, have been liable to account to the other distributees for the portion so paid.

In the case of Mrs. Sanders, the property was all in existence when the testator died, and one year afterward, when she died. Perhaps, with reasonable expedition in the transaction of the business, the executor may have been able to realize from the real and personal estate, so as to have ascertained what the fund was, and have been ready to distribute, if the law would allow such distribution, before her decease. Can it be said, that because this was not done, that she lost her right to the legacy, and it never became vested? I think such a rule would be at war with the intention of the testator, and cannot be upheld upon any sound legal basis.

Independent of the reasons already adverted to, there is another strong ground for the position that the testator could not have intended to limit the bequests to his nephews and nieces living at the time of the distribution; and that is, that by the will the executor is not required to sell the real estate or to settle up the estate within eighteen months after taking out letters testamentary, but is left to the free exercise of his own judgment, as to the proper time" to sell the real estate and to close up and settle the entire estate. Under this provision of the will, he had the power to take such time as in his judgment might be necessary to close up the estate, and thus by delay to prevent some of the legatees from receiving their legacies, in case of their death, before distribution. ■ Strictly" construed, he was also at liberty to wait until all died but himself, before making a settlement, and thus secure to himself, if he should survive, the whole estate which remained. Conceding that this time should be reasonable, and that the executor might be compelled to distribute, by an action at law, still, before the case could be brought to a final determination, some one or more may have died, and by the delay? [186]*186have been deprived of the interest intended to be bequeathed. It cannot be supposed that the testator could have had any intention thus to vest the executor with a power so arbitrary, and leave to his will, caprice and opinion, which of the nephews and nieces, besides himselfj should take the bequests under the testator’s will.

The law favors the vesting of estates, and unless the intention is unequivocally expressed to the contrary, it will not be imputed to the testator. See Manice v. Manice, 43 N. Y. 368. In the case cited, it was held, that where shares or interests in real or personal estate, to be ascertained by a division or sale, are given by will, the estate or interest of each devisee or legatee is a vested interest, before the conversion or division. After laying down the rule as to the intention of the testator, in regard to the avails of real estate, it is said : “A similar rule is applied as to gifts of shares or legacies, to be paid out of a fund or surplus, to be collected in, or ascertained and divided, and in those cases, the interests of the legatees are held to vest absolutely before the fund is collected or the surplus ascertained, or division actually made.” * * “And where the terms of the bequest import a gift, and also a direction to pay, at a subsequent time, the legacy vests, and will not lapse by the death of the legatee before the time of payment has expired, but will pass to his personal representatives.” See, also, Van Wyck v. Bloodgood, 1 Bradf. 171, 172, and authorities cited; 1 Jarman on Wills, 619.

In conformity with this principle, it is held that a devise of real estate to one for life, and after his death, to three others, or “ to the survivors or survivor of them, their or his heirs and assigns forever,” that the remainder-man takes a vested interest at the death of the testator, and that the words of survivorship refer to the death of the testator, and not to the death of the tenant for life, unless from the other parts , of the will it be manifest that the interest of the testator was otherwise. Moore v. Lyons, 25 Wend. 119.

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