Miers v. Persons

111 A. 638, 92 N.J. Eq. 17, 7 Stock. 17, 1920 N.J. Ch. LEXIS 18
CourtNew Jersey Court of Chancery
DecidedOctober 19, 1920
StatusPublished
Cited by20 cases

This text of 111 A. 638 (Miers v. Persons) is published on Counsel Stack Legal Research, covering New Jersey Court of Chancery primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Miers v. Persons, 111 A. 638, 92 N.J. Eq. 17, 7 Stock. 17, 1920 N.J. Ch. LEXIS 18 (N.J. Ct. App. 1920).

Opinion

Walker, Chancellor.

The controversy in this case is over the construction of the will of the late Supreme Court Justice Alfred Reed. The question arises upon the fifth item of his will. Omitting the provision for payment of part of the income of his estate to his wife for her life or widowhood, as she predeceased testator, the item reads as follows:

“I bequeath and devise the rest of my prqperty to my son-in-law, Edward D. Miers, and my daughter, Edith Reed Miers, in trust, to sell, convert, invest and reinvest the same, and pay the income therefrom, in payment as nearly quarterly as possible to my daughter, Edith Reed Miers, as long as she shall live. * * * After the death of my daughter, Edith Reed Miers, in c¡ase she shall die leaving no issue, I direct the principal sum shall be paid to my next of kin surviving, and in case she dies leaving issue, I direct the income shall be paid to such issue in proportion that such issue would take property from her under the statute of distribution.”

[19]*19No directions as to present action by the trustees are solicited. Formerly a suit would not lie for. the construction of a will without seeking equitable relief in 'the premises, the rule being that the court would only interpret the provisions of a will as an incident in the granting of relief, but now under the Chancery act (P. L. 1915 p. 184 § 9) any pérson claiming a right-cognizable in a court of equity under a will or other instrument, may apply for a declaration of the rights of the persons interested. In re Ungaro, 88 N. J. Eq. 25.

The bill alleges that under the above paragraph of the will, if testator’s daughter, Edith Seed Miers, dies leaving no issue, then the will is uncertain and indefinite as to whether it refers to testator’s next of kin who shall be surviving at the- time of his death, or to his next of kin who shall be surviving at the time of the death of the life tenant; that if the daughter dies leaving issue, no disposition is made of the principal of the estate, and the testator died intestate, except as to the disposition of income; that the words "dies without issue,” as used in the gift to the issue of testator’s daughter, are uncertain and indefinite and possibly contravene the rule against perpetuities, and it may be that the testator died intestate as to the residue of his estate. The prayers are that the meaning a.nd true construction of the will may be determined by the decree of this court, and that the rights of the various parties in and to the estate may be determined.

First, It is my opinion that the testator’s direction that on the death of his daughter leaving no issue, the principal sum shall be paid to his next of kin surviving, includes the entire residue of his estate, real .and personal.

Where, upon the death of a life tenant testator ordered the balance of his estate to be equally divided among his heirs, it was held that those terms meant his entire estate, real or otherwise. Welsh v. Carter, 32 N. J. Eq. 177; affirmed, 33 N. J. Eq. 362. T can see no difference between providing for the distribution of the balance of an estate, or paying the principal sum of which an estate consists to given distributees after the death of the life tenant.

[20]*20Second. Was it the testator’s intention in providing that upon the death of his daughter without issue the principal sum shall be paid to his next of kin surviving, to give his estate to his next of kin surviving at the time of his death or at the death of his daughter? I think the former.

In Woodward v. Woodward, 16 N. J. Eq. 83, the testator gave and bequeathed to his daughter the yearly income arising from a certain sum during her lifetime, and if she died leaving no lawful issue, the direction was to divide the fund between the testator’s sons and daughters equally. He died leaving seven children besides the legatee for life, and it was held that by the-terms of the gift the sons and daughters of the testator living at. his death took a vested interest in the residuary gift, so as to be transmissible to their personal representatives, but defeasible upon the death of the legatee for life leaving issue. The law favors the vesting of remainders. Havens v. Seashore Land Co., 47 N, J. Eq. 365, 369. In the case sub judica upon the death of the life tenant, without issue, the residuary gift over is to the testator’s next of kin. They, therefore, took a vested remainder in the fund, defeasible upon the death of the legatee for life leaving issue. The fact that the enjornnent is uncertain never interferes in the vesting of an estate. When the contingency is not in the person, but in the event or in the time of enjoyment, the interest is vested. Van Dyke v. Vanderpool, 14 N. J. Eq. 198, which is also apposite on the facts.

The bill sets out that the only heir-at-law and next of kin of Judge Eeed is his daughter, Edith Eeed Miers. If she dies without issue surviving, those who would take the estate under the will are not her next of kin, but his, and they would be such persons as would have been his next of kin at the1 time of his death, if he left no descendants. The; judge’s sister, Mrs. Amanda Persons, and her son, his nephew, Alfred Eeed Persons, specific legatees under his will, were made- parties defendant. Pending the suit Mrs. Persons died and her heirs-at-law were substituted as defendants in her place and stead. It is not, however, alleged that the sister would be the only next of kin if descendants of the testator were not Jiving. I assume, however, that 'that is the fact. If not, and if the judge left any other sister or brother or [21]*21descendants of any such, tliey, not being before the court, would not be bound by the decree in this cause. In re Ungaro, supra.

Third. The provision that if the testator’s daughter dies leaving issue the income shall be paid to them in the proportion that they would take property from her under the statute of distribution, if literally and strictly construed, would result in Judge Reed’s dying intestate as to the corpus of the residue of his estate upon the happening of that contingency, because there is no disposition, in terms, of the principal. The law disfavors intestacy and endeavors by construction to hold that a, testator has disposed of his entire estate. A cardinal rule of construction is, that whenever income is given to a legatee, in trust or otherwise, with! out limitation, the principal is regarded as bequeathed also. This is the settled law. It prevents intestacy and harmonizes with the rule against perpetuities. I am of opinion that Judge Reed intended by the ultimate gift of the income of his residuary estate to his descendants to bequeath to them the principal also.

At the time of making his will Judge Reed had two grandchildren, namely, Beatrice H. Miers and Edyth S. Miers, infant children of his daughter, Edith Reed Miers, and his solicitude, of course, was for them rather than for his sister and nephew living in Illinois, to whom he bequeathed specific legacies. It was undoubtedly his intention, to be gathered from the terms of his will as well as from the family relation existing between him and his direct descendants, to make ultimate disposition of the residue of his estate to them, and to provide for its going over to collateral relatives only in the.

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Bluebook (online)
111 A. 638, 92 N.J. Eq. 17, 7 Stock. 17, 1920 N.J. Ch. LEXIS 18, Counsel Stack Legal Research, https://law.counselstack.com/opinion/miers-v-persons-njch-1920.