Overheiser v. . Lackey

100 N.E. 738, 207 N.Y. 229, 1913 N.Y. LEXIS 1262
CourtNew York Court of Appeals
DecidedJanuary 7, 1913
StatusPublished
Cited by72 cases

This text of 100 N.E. 738 (Overheiser v. . Lackey) 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
Overheiser v. . Lackey, 100 N.E. 738, 207 N.Y. 229, 1913 N.Y. LEXIS 1262 (N.Y. 1913).

Opinions

Willard Bartlett, J.

This is a suit to partition the premises known as No. 15 Christopher street in the city of New York. Whatever title the parties have to the property in question is derived under the will of Hester Marsh who died in June, 1884, and whose will was duly admitted to probate in the Surrogate’s Court of the county of New York on the 7th day of July in that year. By this will the premises No. 15 Christopher street were devised to Eliza Jane Marsh and Hester Marsh, the daughters of the testatrix. The daughter Hester Marsh died on January 6, 1907, and the daughter Eliza Jane Marsh died on February 27, 1907. The plaintiff claims an interest in the premises as one of the hens of the daughter Hester Marsh; but it is conceded' that he has no such interest and cannot maintain this action if the property was devised by the mother to her two daughters as joint .tenants and not as tenants in common, for in that event upon the death of the daughter Hester Marsh the entire estate would have gone to her surviving sister and there would have been nothing for the plaintiff to inherit.

The language of the devise which thus gives rise to the vital question is as follows: “Second. I give and devise to my daughters Eliza Jane Marsh and Hester Marsh, jointly, the lot of ground with the dwelling house and improvements thereon situate in the City of New York and known as No. 15 Christopher Street.”

This paragraph is succeeded by several specific legacies, after which comes a residuary clause as follows: Seventh. I give and devise all of the rest, remainder *232 and residue of my estate, of whatsoever nature or' kind, to said daughters Eliza Jane and Hester, and my son Mortimer, to be equally divided between them.”

The ninth and final paragraph in the will ought also to be considered as throwing some light on the correct construction of the second paragraph and indicating the intention of the testatrix as attempted to be expressed therein. This ninth paragraph reads as follows: ‘‘ Ninth. I hereby direct my executors herein named to act as trustees for my daughter Hester, she being deemed of unsound mind, and to receive in trust for her such portion of my estate as may be allotted to her, and I do, by these presents, give to my said executors full power and authority to act for my said daughter Hester, to grant, lien, bargain, sell, if such sale shall be deemed necessary, convey and assure her (Hester’s) interest in the real estate herein mentioned to any person or persons and their heirs forever in fee simple by all and every such lawful ways and means in the law as my said executors or then counsel learned in the law shall seem fit or necessary.”

The rule of the common law that a grant or devise to two or more persons without other words created a joint tenancy was abolished early in the history of this state, and at the time when the will of Hester Marsh, the mother, took effect the rule which replaced it was embodied in the provision of the Revised Statutes which declared that “ Every estate granted or devised to two or more persons, in their own right, shall be a tenancy in common, unless expressly declared to be in joint tenancy.” (1 Revised Statutes, 727, § 44.) This provision has been re-enacted in the existing Real Property Law. (Real Property Law, § 66.) Similar legislation abrogating the common-law doctrine favorable to joint tenancy has been enacted generally throughout the Union where “the political policy has been to encourage the distribution of land among the people, to advance which all conveyances to more than one person except to husband *233 and wife have been construed to be tenants in common unless another estate is fixed by express' and definite words of limitation.” (Simons v. Bollinger, 154 Ind. 83.) Joint tenancy, originally a favorite of the common law, is now made an object of disfavor in most of the states by statutes requiring the grantor or devisor who wishes to create a joint tenancy to insert words in his deed or devise clearly showing his intent so to do. (Freeman on Cotenancy and Partition [2d ed.], §§ 18, 35.)

It was held at an early date, however, in this state that the provision of the Revised Statutes which has been quoted did not necessarily require that the words “joint tenancy” should be used in a grant or devise to create an estate of that character provided any other expression clearly importing such an intent was employed (Coster v. Lorillard, 14 Wend. 342; Purdy v. Hayt, 92 N. Y. 446), and this is the rule in other states where similar statutes exist. In Illinois, for example, where the act concerning conveyances provides that no joint tenancy in any lands shall be held or claimed under any grant or devise unless the premises therein mentioned shall expressly be thereby declared to pass not in tenancy in common but in joint tenancy, it has been held that a declaration in the express words of the statute is not indispensable. (Mustain v. Gardner, 203 Ill. 284.) In order to create a joint tenancy, however, the terms of the grant or devise must negative the presumption arising from the statute that it is the intention of the testator to create a tenancy in common.

Where a doubt arises, as in the case at bar, as to the intent of a devisor in using the word “ jointly,” the courts have sought aid in solving the ambiguity by inquiring whether the instrument of devise was prepared by a lawyer familiar with the technical distinctions between different kinds of estates or by a layman who cannot be presumed to have had any such knowledge. Thus in the case of Mustain v. Gardner (supra) the court remarked *234 upon the fact that there was nothing in the language of the devise “to indicate that the testator understood the nature and incidents of the different estates or either of them and desired that an estate having the peculiar characteristic of survivorship should pass by the devise.” We are not informed by any extraneous evidence as to the authorship or identity of the person who prepared the will which is in question here; but the indications to be found in the instrument itself do not point to authorship by a lawyer. In every specific legacy of money or other personal property the words “ give and devise” are used; whereas we could hardly assume that a lawyer would not know that the word “devise’’was inappropriate to a gift of personal property. Then in the ninth paragraph there is an attempt to create a trust for the simple purpose of holding the portion of the estate allotted to the daughter Hester, and the trustees are therein given full authority “to grant, lien, bargain, sell,” etc., the interest of that daughter. The use of the word lien instead of alien would hardly have been possible to any one possessing a legal training. It is true there are expressions in the will such as a lawyer might use, as for example, “ convey and assure ” and “counsel learned in the law;” but these indicate that the document was drawn up by a layman who had in some manner acquired a smattering of the law, rather than by a trained professional hand.

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Bluebook (online)
100 N.E. 738, 207 N.Y. 229, 1913 N.Y. LEXIS 1262, Counsel Stack Legal Research, https://law.counselstack.com/opinion/overheiser-v-lackey-ny-1913.