Oleson v. Somogyi

107 A. 798, 90 N.J. Eq. 342, 5 Stock. 342, 1919 N.J. Ch. LEXIS 19
CourtNew Jersey Court of Chancery
DecidedAugust 14, 1919
StatusPublished
Cited by17 cases

This text of 107 A. 798 (Oleson v. Somogyi) 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
Oleson v. Somogyi, 107 A. 798, 90 N.J. Eq. 342, 5 Stock. 342, 1919 N.J. Ch. LEXIS 19 (N.J. Ct. App. 1919).

Opinion

Stevens, V. C.

This is a bill for the construction of: the will of Margaret E. Evans. The will hears date in December, 1913, and the codicil in February, 1916. Testatrix died in March, 1917, at the age of seventy-one. She left a son, who was. at the date of the will and at her death, her sole heir-at-law <and next of kin. Her estate consisted of a- house and of personal property worth about $28,000.

After payment of her debts and funeral expenses, testatrix gave the residue of her estate to Ole N. Oleson and the-Perth Amboy Trust Company in trust to keep the same rented and invested and from out of the income to pay the expenses of the education of a grandniece, and to pay the remainder of the in[343]*343come to her son, Garrett Van, as long as lie lived; and if lie, at any time, through illness or personal injury, should be in such circumstances that the income would be insufficient for his financial needs, the trustees were to use for his benefit such part of the corpus of the estate as they in their discretion might deem necessary.

The third section of the will, which has given rise to the present controversy, reads as follows:

“At and after the death of my said son. I direct my said executors to distribute my estate among my legal heirs and next of kin who shall he at law entitled to the same, as though I died intestate.”

The son died after his mother, leaving a widow. The widow’s contention is that the corpus of the estate, at testatrix’s death, vested in the son and that she is entitled to the personalty as his next of kin under the statute.

The issue of a brother of testatrix contend that they are the legal heirs and next of kin intended by her.

The law applicable to the situation is thus stated in 2 Wms. Ex. (7th ed.) 989:

“If there is nothing in -the context of the will or the circumstances "'f the case to control the natural meaning of the testator’s words, his next of kin living at his death will be entitled, and if the tenant for life happen to be one of such next of kin or to 1)0 the only such next of Mn, he is not on that account to be excluded. But where the context demonstrates that the person or persons to take under the description of next of kin, is a person or persons to be ascertained at a future period or that it is the testator’s intention to exclude the tenant for life from the description of next of kin, the expression must be necessarily understood as meaning the testator’s next of kin living at the death of the tenant for life.”

Yiee-Chaneellor Emery, in Tuttle v. Woolworth, 62 N. J. Eq. 532, says: “In a legal sense, 'heirs’ implies a reference to the time of the ancestor’s death, and if a testator makes a devise or gift to his heirs or next of kin, those standing in that relation at the time of his death would seem to be the persons intended, unless there is something in the will itself to show that the testator had another period in his mind ap.d that the legal sense o E the word is to be restricted by indications that some other time [344]*344is fixed. If the gift to testator’s heirs or next of kin follows a previous gift to a person, not one of the heirs or next of kin of the testator, there could generally be no question that the class was fixed at testator’s death.”

The English, cases in which this (question has been considered arc numerous and their general result is stated in the above passage from Williams. The inquiry has always been whether the context or the circumstances show that some persons other than the heirs or next of kin, who were such at testator’s death, are the persons intended.

As Vice-Chancellor Emery remarked there could ordinarily be no question when the'gift to the heirs or next of kin followed a gift to a person other than the heirs or next of kin. The difficulty has arisen where there has been a gift to A or to A, B and C, expressly for life (they being the heirs or some of the heirs and next of kin) followed by a gift to testator’s heirs and next of kin on his or their death with or without other contingency. And even among cases of this kind there is a distinction. If the testator lias several heirs or next of kin, A, B and C, and, as in Tuttle v. Woolworth, gives property to A for life, and at A’s death to his (testator’s) heirs and next of kin, there is less difficulty in saying that the corpus shall be distributed among A, B and C (A being, under the description, as much entitled as B and C), than there is in saying that where the testator has only one child and gives the income to that child for life, and at his death to his (testator’s) heirs-at-law and next of kin, that that child is the person intended to take the corpus. In this latter case I think the ordinary testator would certainly .conceive that by the terms of his bequest he had given the corpus to persons other than the child. Delany v. McCormack, 88 N. Y. 174, 183. If he had wished, in fact, to give it to the child he would have clone it in a less roundabout way. He would hardly have said, in effect, I give the income of my estate to my son for life, and if he die, then I give my estate to my son. But even .in this case it has been decided that such is the inherent force of the expressions “heirs-at-law” and “next of kin,” viz., those who are such immediately at the death — that what might be called the natural presumption is overcome by [345]*345the legal presumption which arises from the use of the technical words. It is, however, obvious that testator’s real intention being what is sought after, slighter indications would in the case of a gift to a single heir suffice' to take the case out of the general rule than would be required in the case of a gift for life to one of several heirs followed bj a gift of the corpus to the heirs generally.

One of the early cases is Jones v. Colback, 8 Ves. 38. The residuary bequest was to testator’s daughter for life and to her children at their ages of twenty-one; and after the decease of . the daughter and of her children under that age, the estate was to go to and be distributed among his relations in a due course of administration. The court construed -“relations” to mean next of kin; and the (laughter dying without leaving issue it was held that the property went to the great nephews and nie'ce< rather than to the personal representatives of -the daughter who was testator’s sole next of kin at his death. Sir William Grant, M. K., said: “1 think in the present case it is evident the testator intended to speak of ‘relations-,’ not at the time of his own death, but at that of his daughter or her issue under the age of twenty-one. As to the claim of the daughter, it is hardly possible the testator could mean to describe an only daughter by the teim ‘my relations,’ directing also that the residue he distrihu-led among those relations. Yext, it is impossible that he could take this strange circuitous method of giving her the whole residue in the event of her dying without children, instead of directly saying so.” I quote this case as being not only very much in point, but because, in spite of some intermediate criticisms, it was thought to be correctly decided by the lord-justices in Lees v. Massey, 3 De G. F. & J. 113.

Tn Briden v. Hewlitt, 2 Myl. & K. 90,

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

Related

Central Carolina Bank & Trust Company v. Bass
143 S.E.2d 689 (Supreme Court of North Carolina, 1965)
Fidelity Union Trust Co. v. Egenolf Day Nursery Ass'n
166 A.2d 402 (New Jersey Superior Court App Division, 1960)
Estate of Weber v. Christensen
340 P.2d 1091 (Idaho Supreme Court, 1959)
Zeigenfus v. Snelbaker
118 A.2d 876 (New Jersey Superior Court App Division, 1955)
Sevel v. Swarzman
109 A.2d 685 (New Jersey Superior Court App Division, 1954)
Delaware Trust Co. v. Delaware Trust Co.
91 A.2d 44 (Court of Chancery of Delaware, 1952)
Francisco v. Citizens Trust Co.
29 A.2d 884 (Supreme Court of New Jersey, 1943)
Francisco v. Citizens Trust Co.
29 A.2d 320 (New Jersey Court of Chancery, 1941)
Mitchell v. Dauphin Deposit Trust Co.
142 S.W.2d 181 (Court of Appeals of Kentucky (pre-1976), 1940)
Camden Trust Co. v. Matlock
4 A.2d 502 (New Jersey Court of Chancery, 1939)
Carter v. Martin
199 A. 589 (Supreme Court of New Jersey, 1938)
Carter v. Thayer-Martin
193 A. 704 (New Jersey Court of Chancery, 1937)
In Re Leach
163 A. 438 (New Jersey Superior Court App Division, 1932)
McCawley v. Foster
112 N.J. Eq. 68 (New Jersey Superior Court App Division, 1932)
Genung v. Best
135 A. 514 (New Jersey Court of Chancery, 1926)
In Re Hubert
129 A. 698 (New Jersey Court of Chancery, 1925)

Cite This Page — Counsel Stack

Bluebook (online)
107 A. 798, 90 N.J. Eq. 342, 5 Stock. 342, 1919 N.J. Ch. LEXIS 19, Counsel Stack Legal Research, https://law.counselstack.com/opinion/oleson-v-somogyi-njch-1919.