Paget v. Melcher

21 Misc. 196, 47 N.Y.S. 244
CourtNew York Supreme Court
DecidedMay 15, 1897
StatusPublished
Cited by2 cases

This text of 21 Misc. 196 (Paget v. Melcher) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Paget v. Melcher, 21 Misc. 196, 47 N.Y.S. 244 (N.Y. Super. Ct. 1897).

Opinion

Beekman, J.

On the 29th day of April, 1863, Paran Stevens conveyed certain real property in this city to Charles G. Stevens, in trust, to manage the same and to pay the net income to his wife Marietta. Stevens, during her life; upon her decease to pay such income to him, the said Paran Stevens, for life, should' he survive his wife, and upon the death of the survivor of-them, “ to' convey the said lands and tenements.to the children of the said Paran Stevens in fee, the issue of any child of the said Paran who shall have died leaving issue living at the death of the survivor of the said Paran and Marietta, to take the same share the parent would if living, and in default of issue of the said Paran living at the time of decease of the survivor of the said Paran and Marietta, then to convey the same to the heirs-at-law of the said Paran Stevens.” 'Mr. Stevens died before his wife, leaving three children, the defendant Ellen S. Melchor, the plaintiff Mary Paget and Henry L. Stevens, the latter of whom died before his mother, never having married, and without leaving any issue. Marietta Stevens died on the 3d day of April, 1895, and the title to the property in question thereupon vested in possession in those who were entitled in remainder by the terms of the deed of trust. Who these may be has become the subject of a controversy, which the court is called upon to determine in this action.

It appears that Henry L. Stevens, the son, left a will, under which he bequeathed certain legacies, and then devised and bequeathed one-half of Ms residuary estate to his mother and the other half in trust for the benefit of his sister Mrs. Paget and her issue. Mrs. Melcher was excluded entirely from any interest in his estate. Mrs. Stevens, the mother, left a will under wMch she disposed of her property for the benefit of her daughter Mrs. Paget and her issue. .

It is contended on the part of the plaintiffs that upon the eixeeuion and delivery of the deed in question, an estate in remainder ested in the children then living of Paran-Stevens, subject to the ights of any children who might thereafter come into'being; but hat the share of each cMld was subject to be divested in either of wo contingencies: 1. Should such child die before the terminaion of the trust, leaving issue who should be living at the time f the death of the survivor of the beneficiaries for life; 2. Should íere be no descendants of Paran Stevens living at the time of the ecease of such survivor.

If tMs claim is well founded, then the share intended for Henry [198]*198. L. Stevens under the deed passed under his will, and Mrs. Melcher • is entitled only to a third of the property instead of to an undivided half, which she claims. Her contention is, that the remainders did not vest upon the creation of the estate, but that futurity was attached to the substance of the gift and that survivorship conditioned the right of each child to any interest in the property. Many cases have been cited on both sides in support of these propositions. Some of them, of equal sanction, appear-to be conflicting. But it is to be remembered that the end sought in all such eases is the actual intention of the grantor or testator, which, when ascertained, must prevail, except where it -transcends some positive rule of law which limits or controls the power of disposition. Buies, however, have been devised by the courts in aid of construction; they are, therefore, tributary to the object in view and from the nature of the case cannot be applied so- as to impose upon an instrument a meaning.which seems out of harmony with the actual intention of its author. What the intention was, depends upon a consideration of all the provisions of the instrument and the surrounding circumstances at the time of its execution, and in the infinite variety of these, it seldom happens that the decision of one case may be accepted as an authority controlling that of another.

I cannot agree with the conclusion of the referee that Henry L. Stevens had a vested interest under the deed, which passed under his will to those now claiming it. I think that a consideration of the deed as a whole reveals a plain purpose on the part of the grantor that the property should pass to his. descendants living at the time .-of the termination of the trust, and that the conditions then existing should determine the vesting of the estates in remainder. The grant, if it can be so called, is to the children as a class, with substitutionary gifts to the issue of any child who migh die before the falling in of the life estates, but such issue mas be living at the time of the decease of the survivor of the bene ficiaries for life in order to. take, and' they are to take the shar which their parent would have taken if he or she had then beei living. Whoever these descendants might be, whether child, chi: dren or issue of deceased child or children, so long as one individúe coming within the description should be found in existence on tl termination of the life interests, the whole estate in remainder w? to pass to such person or persons. That the grantor’s mind w< dwelling upon the conditions which might exist at the time tl [199]*199trust estates terminated as determinative of the vesting of the remainder, is further indicated by the direction which he gives to the trustee to convey to his heirs-at-law should it then be found that none of his descendants is living. It is conceded that if this had been the case when Mrs. Stevens died, whatever interest Henry L. Stevens took under the deed would have been defeated; that his devisees would have acquired no interest in the property under his will, and that the whole estate would have passed to such heirs-at-law. A reconciliation, of this obvious fact with the claim made by the plaintiffs compels the further concession that the- vested interest claimed for Henry was subject to be divested, not only by his death leaving issue, but also by the death of all of the other descendants of his father before the falling in of the life interests; so that, upon the plaintiff’s theory, if all of the children should have died, and there should be no living issue of them except a child of Mrs. Paget, then the grantees, devisees or heirs-at-law of the other deceased children would take; while if that child had also died before Mrs. Stevens, such grantees, devisees or heirs-at-law would take nothing. In short, their rights and interests are made to depend upon the vesting of another right in some one else, who is in no way whatsoever, affected by the result. The fact that such a condition strikes the mind as crude and without logical place in an intelligent scheme of disposition, contributes to the doubt of the soundness of the construction out of which it springs.

I am satisfied that Mr. Stevens never contemplated any such effect of the instrument he executed, but that he intended, as far as the law would permit him to do so, to insure the preservation of the property affected by the grant for the ultimate benefit of his descendants who might survive himself and his wife, and that in his mind this end was of at least equal importance with the. provision for its beneficial use by his wife and himself during their lives. In aid of this construction it is proper to appeal to- the rule that where there is no direct gift to the children, but simply a direction to convey or to pay or divide at a future time, the vesting will not take effect until that time arrives. Warner v. Durant, 76 N. Y. 133; Townshend v. Frommer, 125 id. 446; Matter of Baer, 147 id. 348; Delafield v. Shipman, 103 id. 463.

In the case of Delafield v. Shipman, Earl, J., says (p. 468): In Smith v.

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Related

In re the Judicial Settlement of the Account of Shulsky
120 Misc. 232 (New York Surrogate's Court, 1923)
Paget v. Melcher
51 N.Y.S. 1147 (Appellate Division of the Supreme Court of New York, 1898)

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Bluebook (online)
21 Misc. 196, 47 N.Y.S. 244, Counsel Stack Legal Research, https://law.counselstack.com/opinion/paget-v-melcher-nysupct-1897.