Meyer's Will

6 Abb. N. Cas. 438
CourtNew York Surrogate's Court
DecidedFebruary 15, 1879
StatusPublished

This text of 6 Abb. N. Cas. 438 (Meyer's Will) is published on Counsel Stack Legal Research, covering New York Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Meyer's Will, 6 Abb. N. Cas. 438 (N.Y. Super. Ct. 1879).

Opinion

Shuart, Surrogate.

I think the eight children of the testator became entitled, on his death, to a vested remainder in the $3,500, the income of which was, by the first clause of his will, bequeathed to his wife, “ and upon her death ” to his eight children, “ or the survivor or survivors of them.”

The will speaks from the death of the testator. The rights of all claiming under or in opposition to it, hinge upon that period of time. There must be something in the provisions of the will in conflict with this principle, to prevent its application to those claiming under it.

At the death of this testator there was no uncertainty in the right of enjoyment by these eight children of the principal of this legacy, but it was uncertain whether they would all live to come into actual possession of it.

They might not survive the tenant for life, but it was not made a condition that they should survive, in order to enjoy the estate.

The eight children had a present capacity to take, if the possession became vacant.

The time of the enjoyment is simply postponed until such possession became vacant (Williamson v. Field, 2 Sandf. Ch. 553).

The legacy is not bequeathed to such of the children as should survive the wife.

[442]*442It is a legacy bequeathed and made payable at a future period of time, viz., “upon the death of the wife.”

It is not given to take effect, provided the legatee shall be alive at the death of the wife. If the wife had died before the testator, the legacy would have vested at once, upon the death of the testator.

The testator has not affixed time to the substance of the legacy, and made the legatee’s right to depend on his being alive at the time fixed for payment. Whenever the possession of the particular estate, by the tenant, becomes vacant, the children become entitled to their previously unpossessed vested estate in remainder.

The words “after” the death of the wife and “ upon” the death of the wife, or the like expressions, do not make a contingency, but merely denote the time of the commencement of the enjoyment of the remainder (Johnson v. Valentine, 4 Sandf. 36).

A legacy bequeathed to a minor, payable “upon” his arrival, or “at” his arrival at the age of twenty-one, vests immediately upon the testator’s death. It is “ debitum in presentí solvendum in futuro.”

Not so if the legacy is bequeathed to the minor, payable “provided he shall,” or, “if he shall,” or, “in case he shall” arrive at twenty-one. Then the legacy lapses, if he die during minority. In the former case, however, it would pass to his legal representatives. I am unable to distinguish this case from Moore v. Lyons (25 Wend. 119), which seems to have been followed with uniformity in subsequent cases in this State. It is true, in that case there was a devise of real estate, and after the words “survivors or survivor of them,” the words “ their heirs and assigns forever” was added, but those words did not enhance the quality of the estate, or give additional force to the expression of the testator’s intention, because they were [443]*443entirely supererogatory, no words of perpetuity being necessary to convey or devise a fee, and as I understand the case of Moore v. Lyons, the same rule of construction prevails, whether real or personal property is the subject of the devise or bequest.

In Lovett v. Buloid (3 Barb. Ch. 145), the construction of the will, which refers “ the survivorship to the death of the testator, and not to the termination of the particular estate, is held proper,” “where such construction is necessary to give effect to the probable intentions of the testator in providing for the surviving issue of such of the .objects of his bounty as may happen to die during the continuance of the particular estate.”

This view of the chancellor would seem to apply with the same force to the fifth clause of the will in this case.

In note a (4 Kent's Com. 203), it is said : “ Survivorship is referred to the period of the death of the testator, if there be no special intent manifest to the contrary, so as not to cut off the heirs of the remainder-man who should happen to die before the tenant for life. They are vested, and not contingent remainders. This is now become the settled technical construction of the language, and the established English rule of construction. Doe ex dem. Waring v. Prigg (8 Barn. & Cress. 231), and the decision of Sir Joinsr Leach in Cripps v. Wolcott (4 Madd. 11), is overruled.”

In Young v. Robertson (H. of L., 8 Jur. N. S. 835 [Feby. 14, 1863],), it is said in head-note “ to be a settled rule of construction that words of survivorship in a will should be referred to the period appointed by that will for the-payment or distribution of the subject-matter of the gift.”

However the “established rule of construction” might be applied to the case in hand, I think this case must be governed by the rule adopted in Moore v. [444]*444Lyons, followed as it is in the subsequent cases in our reports.

In the case of Carmichael v. Carmichael (1 Abb. Ct. App. Dec. 309), the terms of the will gave the testator’s estate, to his wife for her life, after her death the remainder to testator’s children who might then be living, and the widow and executrix of one of the testator’s children brought an action against the widow and executrix of the original testator, to compel an accounting and payment of the share of such child. The court very properly sustained a demurrer to the complaint. The authority is not in conflict with Moore v. Lyons (supra).

It is said, “If the children had died prior to the death of the widow, the whole legacy would have lapsed. In such case the issue of the several children would have taken the $3,500, not under the bequest in question, but under the residuary bequest, which gave vested interests in the eight children in all the estate, not otherwise effectually disposed of by the will.” (Opinion Judge H. B. Seldest, submitted with brief herein.)

It may be asked when would these interests vest in the eight children f Either (if the argument is sound) at the death of the testator or not at all. In the case put, none of the eight children survive the tenant for life—consequently the residuary devise and bequest lapse and become part of the general estate—because, as is claimed, there is no one to take who answers to the description “or to the survivors of them.”

Does not the testator then die intestate quoad $3,500, as if at the time of the death of the widow in the case put, and if the construction be sound, and do not the issue of his deceased children take as his heirs at law, and next of kin, and not under the residuary bequest ; which must be regarded as ineffectual, because [445]*445there is no vested interest until the death of the widow, and no “ gift ” to any one but her until then.

Is not this the logical result of so construing the clauses of the will in question %

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Bluebook (online)
6 Abb. N. Cas. 438, Counsel Stack Legal Research, https://law.counselstack.com/opinion/meyers-will-nysurct-1879.