Neilson v. Bishop

45 N.J. Eq. 473
New Jersey Court of Chancery·Decided May 15, 1889·Published·Cited by 15 cases

Opinion

Van Fleet, V. C.

The complainants are the executors of the will of Mary A. McClelland, deceased. They ask direction as to what disposition they shall make of a part of the estate of their testatrix.

The testatrix, by her will, executed in March, 1864, gave two of her grandchildren, Howard W. Bishop and Alexander McC. Bishop, $3,000 each. Howard W., one ofthe two legatees, died in September, 1866, leaving an only child, named Howard Bishop. In December, 1868, the testatrix executed a codicil to her will, revoking the gift of $3,000 each to Howard W. and Alexander McC., and in lieu thereof gave to her executors the sum of $12,000, with direction to invest the same for the sole use and benefit of her grandson, Alexander McC. Bishop, and of her great-grandson, the son of her deceased grandson, Howard W. Bishop. The codicil then, in substance, says:

“And I hereby order and direct my executors to pay over one-half of the' clear yearly income of said sum to Alexander, and the other half of said income to the guardian of my great-grandson, until my great-grandson shall become of lawful age, when my executors shall pay over the same, together with the principal thereof, to my great-grandson and my grandson Alexander, share and share alike. Should either of said descendants die, the survivor shall have the whole of the interest on said sum ; should both of them die before my said great-grandchild comes of age, the whole, together w-ith the principal sum, shall revert to my estate, to be disposed of accordingly.”

By a further codicil, executed in January, 1869, the testatrix said:

“ If my grandson, Alexander McC. Bishop, and my great-grandson, Howard Bishop, both die without children, then their and each of their shares shall revert to my estate.”

[475] The testatrix died in February, 1870. Her grandson, Alexander McC. Bishop, died in April, 1885, without issue, never having been married. He left a will by which he made Mary F. Bishop his sole legatee, and appointed her his sole executrix. Howard Bishop, the testatrix’s great-grandson, attained his majority in February, 1888, and soon thereafter brought a suit in this court in which he sought to recover the whole of the $12,000. He was awarded one-half, together with-the income on the whole sum from the death of his co-legatee up to the time he attained his majority. Bishop v. McClelland, 17 Stew. Eq. 450. The other half still remains in the hands of the complainants. Adverse claims are made to it. It is claimed by the personal representative of Alexander McC. Bichop, deceased,, and also by the next of kin of the testatrix and by the residuary legatees under her will. The complainants bring this suit to-obtain direction as to whom they shall pay it.

It .was conceded on the argument that the time of death meant in the last codicil, is death before the legacies became payable. The testatrix, by that codicil, in substance, said, that if both of her legatees should die without children, their and each of their shares should revert to her estate. Death, it will be observed, is spoken of generally and without restriction as to time, but both counsel conceded that a bequest made in this form is to be construed, not as meaning death at any time in the future, but death before the legacies became payable by the terms of the will. This is the construction which such bequests must receive according to the well-established rule. Baldwin v. Taylor, 10 Stew. Eq. 78; S. C. on appeal, 11 Stew. Eq. 637.

According to well-established principles, the legacy in question must be held to have vested in Alexander McC. Bishop. The general policy of the law and the rules of interpretation require that legacies in all cases, unless clearly inconsistent with the intention of the testator, should be held to be vested rather than contingent. Van Dyke v. Vanderpool, 1 McCart. 198, 207. Where the time specified in the bequest is annexed to the payment only, as where a legacy is given payable or to be paid when the legatee attains twenty-one years (or on the happening of any [476] other certain or uncertain event), the legacy vests immediately on the death of the testator. It is a present gift. The time of payment only is postponed. But where the time of payment is annexed, not to the payment only, but to the gift itself, as when the legacy is given to the legatee at twenty-one, or if or when he attains the age of twenty-one, the legacy does not vest until the legatee attains that age. The gift is upon the condition that the legatee shall attain the age specified. Gifford v. Thorn, 1 Stock. 702, 705. The fact that the enjoyment is uncertain never interferes with the vesting of an estate. Where the contingency is not in the person, but in the event [when the enjoyment shall commence], or in the time of the enjoyment, the interest is vested. Van Dyke v. Vanderpool, 1 McCart. 198, 207.

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Neilson v. Bishop, 45 N.J. Eq. 473 (N.J. Ct. App. 1889).

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