Miller v. von Schwarzenstein

51 A.D. 18, 64 N.Y.S. 475
CourtAppellate Division of the Supreme Court of the State of New York
DecidedApril 15, 1900
StatusPublished
Cited by2 cases

This text of 51 A.D. 18 (Miller v. von Schwarzenstein) 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
Miller v. von Schwarzenstein, 51 A.D. 18, 64 N.Y.S. 475 (N.Y. Ct. App. 1900).

Opinion

McLennan, J.:

The action was commenced in May, 1899, by the executor, .to obtain a judicial construction of the last will and testament _ of James M. Davidson, deceased, who died at Warsaw, N. Y., on the 11th day of January, 1899. The will is dated May 17, 1892; is in the handwriting of the testator, and was admitted to probate by the Surrogate’s Court of Wyoming county on the 11th day of April, 1899. The testator left no widow, but left him surviving the defendant Maude Davidson von Schwarzenstein, his only child and heir at law.

The provisions of the will which in any manner bear upon the questions involved upon tliis appeal are as follows:

“ Third. I hereby give, devise and bequeath to my dear daughter,, Maude Roosevelt Davidson, bond number thirty-six (36) of ‘ The: Farmer’s Canal Company, Scott’s Bluffs Co., Nebraska,’ notwithstanding her cruel desertion and continued silence since June, 1889.
Fourth. I hereby give, devise and bequea-th to my sister, Mary J. Patterson, and to her daughter, Jennie M. Patterson, their heirs and assigns forever, equally, share and share alike, or to the one living should either die, all my right, title and interest in the homestead at Warsaw, New York, requesting that mother shall always have a home therein with them.
Fifth. I hereby give, devise and bequeath to my dear mother, Cynthia C. Davidson, all ready money, money in banks, U. S. Pension money due me, and money due me on accounts, of which I may die possessed, to be applied for her support and maintenance as may be' by my executors and trustees deemed best and most conducive to her comfort and happiness.
Sixth. I hereby give, devise and bequeath the income from all my life insurance, and all the rest and residue and remainder of iny [20]*20property, both real estate and personal, to my dear mother, Cynthia C. Davidson, my sister,. Mary J. Patterson, and her daughter, Jennie M. Patterson, to be paid them quarterly by my executors and trustees equally, share- and share alike, so long as my mother shall live, and upon the death of either of the above-named parties her share shall be equally divided among the remaining, provided, that in the event of my mother’s death, my executors and trustees are directed to deliver in fee simple to my sister, Mary J. Patterson,, and her daughter, Jennie M. Patterson, equally, share and share alike, dr in the event of the death of either of them to the remaining one, the entire estate held in trust by them.
“ Seventh. I hereby empower my executors and trustees to convert into cash any or all real estate or personal property included in section sixth of this will, if deemed advisable by them,: and to reinvest the same, to the end that the most income possible may be derived from the property while held in trust by them.”

By the 8th clause of the will the plaintiff, James L- Miller, and Frank S. Miller were named as executors and trustees of the will. Frank S. Miller died before the testator, and letters testamentary were granted to the plaintiff as sole executor; he duly qualified and is acting as such.

The testator’s sister, Mary J. Patterson, mentioned in the will, died intestate on the 16th day of April, 1893, several years before the testator, leaving no husband, but leaving her surviving Jennie M. Patterson, mentioned in the will, her only child and heir at law.

Jennie M. Patterson died on the 22d day of January, 1899, eleven days after the death of the testator, being then about thirty-eight years of age and unmarried, leaving a last will and testament which was duly admitted to probate by the Surrogate’s Court of Wyoming county, the county wher'e she resided at the time of her death, and letters testamentary were duly granted thereon to the plaintiff in this action, as sole executor.

The defendant- Flora Davidson, who is the wife of Franklin-Davidson, a brother of the testator, James M. Davidson, and the defendants Mary. Carlyle, Edward Davidson, Catherine Davidson and William J. Davidson, children of Franklin Davidson, were made the residuary legatees and- devisees of Jennie M. Patterson under her said will.

[21]*21Cynthia C. Davidson, mentioned in the will, was the mother of the testator. She died intestate on the 10th day of March, 1899, after the death of the testator, and after the death of Jennie M. Patterson, leaving no husband, but leaving her surviving the defendant Franklin 0. Davidson, a son, and the defendant Maude Davidson von Schwarzenstein, the daughter of the testator, her only heirs at law and next of kin.

The controversy upon this appeal is between the defendant Maude Davidson von Schwarzenstein, the daughter and sole heir at law of the testator, and the defendants, the wife arid children of Franklin C. Davidson, the residuary legatees and devisees under the will of Jennie M. Patterson, deceased, and arises over the construction of the 6th clause of the will of the testator, James M. Davidson.

It is urged on behalf of the daughter that Jennie M. Patterson having died before Cynthia C. Davidson, the defendant’s mother, who was entitled to the income of the estate during life, and before the time had arrived for its distribution, the corpus of the estate described in the 6th clause of the will never vested in her; that as to that portion of the estate the testator died intestate,, and that his daughter as his sole heir at law is entitled to inherit the same. The other defendants contend that their testatrix, Jennie M. Patterson, became vested with the corpus of such estate immediately upon the death of the testator, James M. Davidson, and that it passed to them under her will.

By the 3d clause of the will of the testator the defendant Maude Davidson von Schwarzenstein was devised one bond, which concededly did not exceed in value $100, and it is apparent from the language employed the testator did not intend that she should have any additional or other part or portion of his estate. It is only necessary to ascertain whether the language of the 6th clause of the will is such as to make effectual. such intent and purpose. By that clause the testator first provided that the income from the residue of his estate should be paid to his mother, his sister and her daughter, share and share alike, during the lifetime of the mother, and that upon the death of either the sister or her daughter, the share of the one dying should be divided equally among those surviving. It is then provided that upon the death of the mother the entire residuum shall be delivered in fee simple by the executor to the sister, Mary J. [22]*22Patterson, and her daughter, Jennie M. Patterson, share and share alike; or¡ in case of the death of either of them, to the one surviving. Neither survived the testator’s mother.. If Jennie M. Patterson had survived the mother, she having survived the testator, her right to take the corpus of the estate could not be questioned. Does the fact that, the life interest of the mother had not terminated when Jennie M. Patterson died result in intestacy as to the major part of the testator’s estate ?

The rule is well settled that a very clear intention must be indicated to postpone the vesting under a residuary bequest, if intestacy is to result, or such may be its effect. (Jarm. Wills, *822, and cases cited.)

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re the Estate of Tims
7 Mills Surr. 140 (New York Surrogate's Court, 1909)
Roosevelt v. Porter
36 Misc. 441 (New York Supreme Court, 1901)

Cite This Page — Counsel Stack

Bluebook (online)
51 A.D. 18, 64 N.Y.S. 475, Counsel Stack Legal Research, https://law.counselstack.com/opinion/miller-v-von-schwarzenstein-nyappdiv-1900.