Overton v. Wilson

11 Mills Surr. 115
New York Surrogate's Court·Decided March 28, 1913·Published

Opinion

Burr, J.

The determination of this case involves the con struction of the will of Charles Wilson. Charles Wilson died October 29, 1882. He left a widow, Lucy J. Wilson, who died April 2, 1886. He left two children, a son, James E. Wilson, and a daughter, Kate Cornell Wilson. At the date of testator’s death James E. Wilson, his son, was married to the defendant Arline A. Wilson, and he had living one son, Charles E. Wilson, at that time about eight years old. He never had any other children. Charles E. Wilson died on April 12, 1894, at which time he was not quite twenty years of age. He died intestate, unmarried and without issue. James E. Wilson, his father and the son of testator, died April 29, 1909, leaving a will by which he devised all of his estate to his widow, the defendant Arline A. Wilson. Testator’s daughter, Kate Cornell Wilson, was about sixteen or seventeen years of age at the date of her father’s death. On February 5, 1891, she married the plaintiff, William A. Overton. She never had any children. She died April 18, 1901. She devised all her estate to her husband, the plaintiff.

This action is brought for the partition of real property of which Charles Wilson died seized. The court at Special Term held that as to the ultimate estate in remainder he died intestate, and that the same descended one-half to his son, James [117] E. Wilson, who devised the same to his wife, the defendant Arline A. Wilson, and the other to testator’s daugther, Kate Cornell Wilson, who devised the same to her husband, the plaintiff. The judgment was to the effect that the plaintiff and Arline A. Wilson were seized, as tenants in common each of an undivided one-half of such real property. We think the judgment is correct and that it should be affirmed.

By the 8th clause of his will Charles Wilson devised all the rest, residue and remainder of his estate, real and personal, to his executors in trust for a term measured by the life of his wife, the income to be paid, a portion to his son, a portion to his daughter, and the residue to his wife. At the expiration of the trust term above referred to, namely, upon the death of his wife, two additional trust estates were created. One-half of the estate was given to his executors in trust for the term of his daughter’s life, the income to be paid to her; and the other half of the estate was given to said executors in trust for the term of his son’s life, the income to be paid to him. Then followed the 10th clause of the will, which is as follows: “ Upon the death of either and each of my said children his or her share of my estate, real and personal, shall go to his or her issue in the same manner as though the same had come to them from their parents dying intestate.” If this language were construed literally, nothing would pass under the 10th clause of the will, because the share of the estate which his son and his daughter had was only a beneficial interest in the income during their respective lives. Upon the death of each that estate terminated. We think, however, that the meaning of the testator is clear; that he intended that upon the death of his son and his daughter that portion of the principal of his estate of which up to that time the said son or daughter had enjoyed the income should go to the issue of such son or daughter, and that this is permissible construction.

Let us consider, first, the one-half of the estate in which Kate [118] Cornell Wilson had the beneficial interest during her life, and see what becomes of the remainder in that portion of the estate. If we suppose that instead of dividing the estate into two parts after his wife’s death he had devised the whole to his executors in trust for a term to be measured by his daughter’s life, the income to be paid to her, and then a clause had followed to the effect that upon her death said estate should go to her issue in the same manner as though she had died intestate, there would be no room for argument that as to this estate in remainder, inasmuch as Kate Cornell Wilson never had issue and there is no gift of the remainder over in default of issue, the testator died intestate, and that one-half of his estate passed by descent to his daughter, and the other half to his son, being vested in interest in them at his death, although not then vested in possession. But except that, a fractional part, instead of the whole of his estate, is given in trust for a term measured by his daughter’s life, there is no difference between the case at bar and the supposititious case. The 10th clause of testator’s will should, therefore, be read as if the words employed were, “ Upon the death of my daughter the one-half part of my estate, real and personal, of which she had the beneficial interest during her life, shall go to her issue in the same manner as though such one-half part had belonged to my daughter absolutely and she had died intestate.” As to this one-half part, therefore, the gift in remainder failed, and Charles Wilson died intestate as to it.

As to the one-half part of the estate which was given to the executor in trust for a term measured by the life of the son and in which he had the beneficial interest, there is more difficulty, but we have reached the conclusion that as to the ultimate remainder in this portion of the estate testator also died intestate.

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Overton v. Wilson, 11 Mills Surr. 115 (N.Y. Super. Ct. 1913).

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