Peirson v. Van Bergen

23 Misc. 547, 52 N.Y.S. 890
CourtNew York Supreme Court
DecidedMay 15, 1898
StatusPublished

This text of 23 Misc. 547 (Peirson v. Van Bergen) 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
Peirson v. Van Bergen, 23 Misc. 547, 52 N.Y.S. 890 (N.Y. Super. Ct. 1898).

Opinion

Hiscock, J.

This is an action of partition, the premises involved being situated in the city of New York. It was conceded upon'the trial by the plaintiffs and is undisputed that an actual partition cannot' be had of the premises, but that if any disposition is made it must be by a sale thereof. The plaintiffs claim to be vested as remaindermen with the title to a portion of the premises in question subject to certain life estates, that the persons holding such life estates; have so consented in writing to a sale of the premises in accordance with the provisions of section 1533 :of the Code of Civil Procedure, and that the same'may be had and decreed herein. Certain of the defendants, as the trustees ¡and guardian ad litem above mentioned, have practically submitted their rights herein to the court. But other defendants, especially said Joseph R. Peirson and Susan R. Peirson, actively and affimatively oppose plaintiffs’ claims, among other defenses urging that the premises-in question are now in the possession of said trustees under -a valid trust for certain lives, and. that they cannot give ¡any such consent as is required under the section of the Code, just mentioned and that, therefore,, there cannot be a sale of the premises decreed herein. These contentions lead to a consideration of certain facts appearing herein as follows:

Julia F. Peirson, the -ancestor of the parties claiming an interest in- the premises, died seized thereof July 3, 1886, leaving her surviving no husband, and but two children, Joseph R. Peirson and [549]*549JuEa Augusta Van Bergen, and also certain grandchildren, parties hereto, of whom the plaintiff is one, he being the son of Joseph R. Peirson. She also left a last will and testament dated December 1, 1882, which has been duly admitted to probate and which after making certain personal and small bequests provided as follows:

And (subject to the payment of said legacies and annuities and of my just debts and my funeral and testamentary expenses), I give, devise and bequeath unto the said Anthony Van Bergen and Jacob Walker (defendants herein named as trustees in said will), and their heirs, executors and administrators, all my real and personal estate whatsoever and wheresoever upon the trusts foHowing, as to one equal third share thereof upon trust for my said son Joseph R. Peirson for his life, with remainder for Susan, his wife, for her life, with remainder for their children or child living to attain the age of twenty-one years, and if more than une, equally, share and share alike as tenants in common. And in default of any such children or child then the said share so intended for the benefit of my said son Joseph Robert Peirson and his wife and their children or child shall be held by my said trustees for the benefit of my said daughter Julia Augusta Van Bergen and her husband or children or child as if the same were included in the share hereinafter provided for my said daughter and her husband and children or child. And as to one other equal one-third part or share .of my residuary real and personal estate my trustees shall hold the same upon trust for my said daughter Julia Augusta Van Bergen for her life for her separate use, with remainder for her husband, the said Anthony Van Bergen, for his life, with remainder' for then children or child living to attain the age of twenty-one years and if more than one, equally, share and share alike as tenants in common. And in default of any such children or child of my said daughter and her said husband then the said share so intended for the benefit of my said daughter and her said husband and their children or child shall be held by my said trustees for the benefit of my said son and his said wife and their children or child, as if the same were included in the share hereinbefore provided for my said son, his wife and children or child. And as to the remaining equal one-third part or share of my residuary real and personal estate my trustees shall hold the same upon trust for my said son-in-law Jacob Walker for Ms life with remainder,” etc.

By a codicil the third trust in behalf of Jacob Walker was cut out, the share originally covered thereby going to the son and daughter [550]*550above mentioned under and in accordance with the provisions covering the other two shares respectively.

The question raised by the defense o'f Joseph R. Peirson and his wife above referred to, is whether the language and provisions above quoted do create a valid trust at least during the life of Joseph R. Peirson and his wife and Augusta Van Bergen and her husband (for she was married), who, although dead, has left such husband surviving who is a party to this action. It is claimed by 'the plaintiffs that no such valid trust was or is created atad that, therefore, the alleged trustees aré not invested with any such title to the premises in question for the lives of said son and daughter and their respective wife and husband as stands in the way of this action or a sale of the premises.

The defendants Peirson, upon the other hand, insist that the provisions were sufficient to create a trust, valid and recognized by our statutes, in the trustees to hold the property in question, including the premises involved in this action, during the life at least of Joseph R. Peirson and his wife and Augusta Van Bergen and her husband, to collect and receive the rents thereof and pay them over to the beneficiaries in the shares designated.

Of course, if the provisions do create such a trust as is last suggested it is valid; and in accordance with the well-settled principles of trusts, the trustees could not give the consent which is necessary to the maintenance of this action or, except under certain circumstances, be parties to the sale of said premises. Baldwin v. Humphrey, 44 N. Y. 609; Harris v. Larkins, 22 Hun, 488; Losey v. Stanley, 147 N. Y. 560, 568.

I have reached the conclusion that the contention of -the defendants Peirson is well founded, and that the provisions quoted do create a valid trust in the trustees named to hold the premises and collect and receive the rents and profits for the benefit of the beneficiaries. The language employed is of course inapt and incomplete and does not express this purpose fully and plainly. Carefully considering, however, all that is said, it seems' to me that the intent to accomplish the purpose named can be seen and spelled out within the rules of construction applicable to such a case. The three trusts, as originally designed, are created in the single clause quoted. It was manifestly the intention to dispose 'of all of the three shares in the same manner upon similar limitations, and, therefore, the language used in reference to any. one share may be considered in determining the purpose of the testatrix with reference to all of [551]*551the shares. Following this course we find that the property was devised to the trustees named upon trust ” for the beneficiaries named; that it was intended -for the benefit ” of them; that it was to be “ held by said trustees for the benefit •’ of them; that the testatrix desired that said trustees “ hold the same- upon trust for my said daughter Julia Augusta Van Bergen for her life for her separate use; ” that in default of any children “ the said share so intended for the benefit of ” said daughter was to “ be held by * * * said trustees for the benefit of ” the son .of said testatrix and his wife.

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Baldwin v. . Humphrey
44 N.Y. 609 (New York Court of Appeals, 1871)
Losey v. . Stanley
42 N.E. 8 (New York Court of Appeals, 1895)
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85 N.Y. 53 (New York Court of Appeals, 1881)
Donovan v. . Van De Mark
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Bluebook (online)
23 Misc. 547, 52 N.Y.S. 890, Counsel Stack Legal Research, https://law.counselstack.com/opinion/peirson-v-van-bergen-nysupct-1898.