Patterson v. Ellis

11 N.Y. 259
CourtNew York Supreme Court
DecidedDecember 15, 1833
StatusPublished

This text of 11 N.Y. 259 (Patterson v. Ellis) 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
Patterson v. Ellis, 11 N.Y. 259 (N.Y. Super. Ct. 1833).

Opinion

The following opinions were delivered :

By Chief Justice Savage.

The general questions in the case are, 1. Whether the legacy vested in Mrs. Paterson ? and, 2. If so, whether it was or was not divested by her death under age, and without lawful issue 1 Both these questions depend much upon authority. The intention of the testator is always sought for in the construction of wills, and when that intention is ascertained, it will be executed, provided it is consistent with the laws of the land. It must be constantly borne in mind, that from the decisions of courts giving a construction to certain phrases, language often acquires a technical meaning, which seems to be quite the reverse of the common acceptation of the terms. If the gift is absolute, the legacy vests upon the death of the testator, with the assent of the executor, though the time of payment may be postponed ; but if the gift is conditional, depending upon some future contingency, the legacy does not vest until the contingency happens. The clause of Mr. Ellis’ will, to which we are now to give a construction, contains no absolute bequest in terms, nor is there any express construction. We are therefore to collect the intention from the whole clause, in connection with the whole will.

The clause commences with directions to his executors to set apart $20,000 from the body of his estate and invest it in the name of his infant daughter. The preceding clause in the will had directed the executors to invest $20,000 in their own names for the benefit of the widow. His object in that direction was to place that sum out of the reach of any future husband she might marry and to prevent its going ultimately out of his family ; for he gives_ his widow the power of disposing of that sum as she pleased among their children, [269]*269but he does not give her the money itself. When it was manifestly *his intention that that sum should remain as a portion of his estate, he directs it to be invested in the name of his own representatives, (his executors.) When he comes, in the clause in question, to make provision for his infant daughter, he directs a different investment. It is not now in the name of his executors, but in her own name ; and the income is all to be appropriated to her benefit, or again invested in her name, and this to continue until she shall attain the age of twenty-one, and then the whole principal and interest is to be at her own free and absolute disposal. The testator does not throughout make use of the usual words “ give and bequeath.” The interest is to be received by the executors, not as executors of his last will and testament, but as guardians of the daughter’s estate, Her mother was guardian of her person. Considering this clause, thus far there seems nothing to raise a doubt of the intention of the testator to give absolutely the legacy contained in it to his daughter, Eliza Emily, but not to be at her disposal until she should be twenty-one years of age. The only doubt on the subject arises from what follows. He provides, that in case of the death of his daughter, leaving lawful issue, such issue shall be entitled to the portion of his estate intended to be given to his said daughter, provided she shall attain the age of twenty-one years. Had the lagacy been given to her in general terms, such as, “ I give and bequeath to my daughter, E. E., $20,000 provided she shall attain the age of twenty-one years,” there could be no question that the word provided would import a condition; and unless the legatee did attain the age of twenty-one, the legacy should not be paid; it could not vest until the contingency happened. But the whole clause must be considered together. A multitude of cases were referred to as calculated to throw light upon this subject, and it will therefore be proper to examine at least some of them.

The first case to which I will advert is Fonereau v. Fonereau, 1 Ves. sen. 118, 3 Atk. 645, decided in 1748. The will was thus ; “ I give my grand-son, Claudius F., when he shall attain twenty-five, £1000, which I empower my executors to lay out in such securities as they shall think fit; and the interest and income thereof to be for and towards his education as they shall think fit; and also part of the principal to put him out ^’apprentice ; the remainder to be paid him when he shall attain twenty-five, and not before.” Lord Hardwicke held that this was a vested legacy, and must be paid, though the legatee died before twenty-five; that time was inserted, not to postpone the vesting of the legacy, but the payment. He conceded that a legacy given barely at twenty-five does not vest, time being annexed to the substance; but if it be, to be paid at twenty-five, it vests immediately upon the testator’s death, time being annexed to the execution. He said when interest is given, it vests the principal; he also relied upon the provision to lay out part of the principal. This is not so strong a case as the one before us, and yet Lord Hardwicke says; “ This is a very strong case to make it vested and transmissible, notwithstanding the dying before twenty-five.” In that case, the executors were to take the securities, and I infer in their own names, as they were prohibited from paying part till he was twenty-five ; here the whole was to be invested at once in the name of the legatee.

In Green v. Pigot, 1 Brown’s Ch. Cas. 104, 5, decided in 1781, Lord Pigot gave several legacies to be paid to females at 21, or marriage, with four per cent, interest; and if either should die under 21, and unmarried, the legacy to the person dying should hot be paid, but be considered part of the residue of his personal estate. Upon application, the money was ordered to be paid into the bank, though the plaintiff was under 21. Lord Thurlow said, giving interest [271]*271even at two per cent, vests the principal. In Monkhouse v. Holme, 1 Brown’s Ch. Cas. 298, decided in 1783, the sum of £800 was set apart for the use of the widow during life, and to be divided after her death; £100 to go to Jonathan Monkhouse, who however died before the widow. The legacy was ordered to be paid to his representatives by Lords Commissioners Loughborough, Ashurst and Hotham. Lord Loughborough says, “ I rather take the rule to be, that where the time is annexed not to the form but to the substance of the gift, then it lapses by the death of the legatee.” In Booth v. Booth, 4 Ves. jun. 400, 406, 409, decided in 1798, the testator gave the residue of his estate to trustees to invest the same, and pay the dividends to P. Booth and A. Booth, until their respective marriages, and thereupon to assign their respective moieties. Phebe died unmarried. *Her sister claimed under her will, and the master of the rolls decided that marriage was not a condition precedent, but merely denoted the time of absolute possession, and was analagous to the specification of a particular age when the legacy should be paid. In May v. Wood, 3 Brown’s Ch. Cas. 471, decided in 1792, the testator made his will as follows : “ I give to my daughters, Mary and Margaret, the sum of £3000, navy annuities, and all the dividends and proceeds arising therefrom, to be equally divided between them, and all my estate at Osyth, to be equally divided between them when they shall arrive at 24 years of age.”

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Bluebook (online)
11 N.Y. 259, Counsel Stack Legal Research, https://law.counselstack.com/opinion/patterson-v-ellis-nysupct-1833.