Nellis v. . Nellis

3 N.E. 59, 99 N.Y. 505, 54 Sickels 505, 1885 N.Y. LEXIS 812
CourtNew York Court of Appeals
DecidedOctober 6, 1885
StatusPublished
Cited by23 cases

This text of 3 N.E. 59 (Nellis v. . Nellis) is published on Counsel Stack Legal Research, covering New York Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Nellis v. . Nellis, 3 N.E. 59, 99 N.Y. 505, 54 Sickels 505, 1885 N.Y. LEXIS 812 (N.Y. 1885).

Opinion

Miller, J.

The question to be determined in this action depends upon the construction to be placed upon certain provisions in the last will and testament of George H. Nellis, deceased, under which both the plaintiff and defendant derive title.

The testator by his will gave to his two grandsons, Henry H. Nellis, and George H. Nellis, plaintiff and defendant herein, the real estate described in the complaint as hereinafter stated.

The third clause of the will provides as follows : “ I will and devise to my grandsons Henry H. Nellis and George H. Nellis, the sons of my son Henry G. Nellis, jointly and in equal proportions, my homestead farm upon which I now live, which I received from my father, together with the farm I purchased of Frederick Young, commonly called the Frederick Young farm, both farms lying mostly in the town of Minden, and within the county of Montgomery, being about two hundred acres of land, subject to the provisions hereinafter made, and the bequests.”

The testator also bequeathed to these same grandsons all the personal property of which he might die seized, except as thereafter mentioned, in equal proportions. He also devised and bequeathed, by the fifth clause of his will, to his son Henry G. Nellis and his wife the right and privilege to the occupancy of the west portion of his dwelling-house in common with his grandsons, the parties hereto, and provided that the former should be clothed and maintained during their natural lives, and furnished with medical aid, care and attendance in sickness and old age, at the expense of said two grandsons equally, and *510 then provided as follows: “All of which I order in considertion of the devises and bequests to them hereinbefore made, and all which maintenance and support I make a charge upon my said real estate.” He also declared in the same clause that three daughters of his son Henry Gf. should live upon the homestead with their parents, and be supported in the same manner while they remained in the family, and to have the exclusive right to use a certain designated room in the house. He also gave to each of said granddaughters a cow to be furnished them by his grandsons Henry H. and George H., and to his grandson John V. 0. Nellis $200, and his five granddaughters, children of his son Henry G., $100 each, all to be paid within five years after his decease, by his said grandsons Henry H. and George H., and to be made a charge upon his real estate therein devised. The eighth clause of the will provides as follows: “ My will expressly is, and so I devise and bequeath, that in case my said grandsons, Henry H. and George H., shall die without lawful issue, their share and portion of my said estate herein in this will given to them shall go to and be the property and estate of my grandchildren, the children of my son Henry G., in equal proportions. My will is that in case both of said grandsons shall die, then his portion shall go as in this section just stated. And my will is, and so I devise, that in case either of said grandsons shall die without lawful issue, the survivor shall take the share and portion of the one dying, subject to the legacies and bequests and charges upon him and the estate devised to him.” Subsequently by a codicil to his will the testator bequeaths to Catharine, wife of his gon Henry G., $200, to be paid out of his estate by his said grandsons Henry H. and George H. equally, and makes it a charge on his real estate.

It will be seen from a perusal of the provisions of the will cited, that the testator imposed upon the estate devised to his two grandsons Henry H. and George H. various conditions and the payment of several legacies which were made a charge upon the same, and that the grandsons took the estate subject to these burdens.

*511 The question to be decided is whether the devise of the real estate to his two grandsons was a devise in fee subject to the conditions and legacies contained in the will, or whether it contained a contingent estate in fee liable to be reduced to a life estate as to each of them in case he should die without lawful issue, the survivor to take the whole upon the same condition and liable to be reduced in the same manner.

By the Revised Statutes (1R. S. 722, § 3), estates tail were abolished and were declared to be thereafter a fee-simple, and, unless a valid remainder was limited thereon, became a fee-simple absolute. Where á remainder was limited by an estate in fee-tail, the statute declared that it should be valid as a contingent limitation upon a fee, and vest upon the death of the first taker without issue. (Id., § 4.)

Under these provisions, unless an estate in fee was created by the will, the devise in question, which depended upon certain contingencies and conditions, contained a contingent limitation. The third clause of the testator’s will devised the real estate therein mentioned subject to the provisions subsequently made. These provisions embraced the legacies afterward bequeathed, and various other burdens upon the real estate which were imposed as a condition of the devise to the two grandsons of the testator named in the will and the codicil as hereinbefore stated. The said devise -was not absolute on its face, but was specially qualified by the eighth clause of the will, which is made a condition and an integral part of the devise. Its effect was dependent upon and limited by the terms imposed by the last clause mentioned, which must be regarded and considered in connection with the third clause. The two must be taken together as constituting a single disposition of the testator’s estate under the devise in question. Being thus considered, it would seem to be quite evident that the testator did not intend that either of the devisees should become vested with the estate in fee under the devise in case "the other should die without lawful issue. He expressly provided that if both of them should die without lawful issue, the estate devised should go to his grandsons, the children of his son Henry GL, *512 in equal proportions. If one should die without lawful issue, then his portion was to go to the survivor, and if the survivor died under like circumstances then his portion, which included the share of both, would pass to his said grandsons. Such was the plain intent of the testator. If either of the devisees died leaving issue, such issue took his share, if without issue it passed to the survivor who took the whole, and upon his death it went to his heirs, if any, if not, to the grandchildren referred to in the eighth clause of the will.

It thus follows that Henry H. and George H., named in the devise, took a contingent estate in fee which was liable to be reduced to a life estate whenever the contingency named in the will should happen, and that thereupon the devise to the grandchildren named in the will, which is to take effect upon the happening of the contingency mentioned, is valid as a contingent limitation upon a fee.

According to a well-settled rule, the will speaks from the time of the death of the testator, and it is evident, we. think, that it was not the intention of the testator that the provision in the eighth clause, as to Henry H. and George H. dying without lawful issue, referred to either or both of them dying prior to his decease, but it related to their death, which might occur after the testator's.

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

Related

In re the Estate of Taylor
646 P.2d 776 (Court of Appeals of Washington, 1982)
Kuntze v. Guaranty Trust Co.
242 A.D. 7 (Appellate Division of the Supreme Court of New York, 1934)
Brown v. . Gardner
135 N.E. 325 (New York Court of Appeals, 1922)
Erwin v. Waterbury
186 A.D. 569 (Appellate Division of the Supreme Court of New York, 1919)
In re Magnus
179 A.D. 359 (Appellate Division of the Supreme Court of New York, 1917)
Carley v. . Harper
114 N.E. 351 (New York Court of Appeals, 1916)
Carley v. Harper
18 Mills Surr. 157 (New York Surrogate's Court, 1916)
Eggleston v. Swartz
129 N.W. 48 (Wisconsin Supreme Court, 1911)
March v. . March
78 N.E. 704 (New York Court of Appeals, 1906)
Ideal Wrench Co. v. Garvin Machine Co.
92 A.D. 187 (Appellate Division of the Supreme Court of New York, 1904)
Becker v. Chester
91 N.W. 87 (Wisconsin Supreme Court, 1902)
In Re the Accounting of Cramer
63 N.E. 279 (New York Court of Appeals, 1902)
Halsey v. Gee
79 Miss. 193 (Mississippi Supreme Court, 1901)
Williams v. . Montgomery
43 N.E. 57 (New York Court of Appeals, 1896)
Benson v. Corbin
28 N.Y.S. 963 (New York Supreme Court, 1894)
Stokes v. Weston
24 N.Y.S. 26 (New York Supreme Court, 1893)
Washbon v. Cope
22 N.Y.S. 241 (New York Supreme Court, 1893)
Ketcham v. Ketcham
22 N.Y.S. 8 (New York Supreme Court, 1893)
Nelson v. Russell
16 N.Y.S. 395 (New York Supreme Court, 1891)
In re Maben's Estate
12 N.Y.S. 5 (New York Surrogate's Court, 1889)

Cite This Page — Counsel Stack

Bluebook (online)
3 N.E. 59, 99 N.Y. 505, 54 Sickels 505, 1885 N.Y. LEXIS 812, Counsel Stack Legal Research, https://law.counselstack.com/opinion/nellis-v-nellis-ny-1885.