Potter v. McAlpine

3 Dem. Sur. 108
CourtNew York Surrogate's Court
DecidedFebruary 15, 1885
StatusPublished
Cited by3 cases

This text of 3 Dem. Sur. 108 (Potter v. McAlpine) is published on Counsel Stack Legal Research, covering New York Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Potter v. McAlpine, 3 Dem. Sur. 108 (N.Y. Super. Ct. 1885).

Opinion

The Surrogate.

The instruments, propounded for probate and purporting to express the testamentary intentions of the decedent, are the alleged will, dated June 19th, 1880, and three codicils thereto, bearing the respective dates of July 8th, 1881, September 13th, 1882, and August 17th, 1883. The probate is contested by Alfred B. Potter and Charles B. Potter, the sons of the decedent, and by his unmarried daughter, Miss Henrietta Potter, on the grounds of failure to comply with the formal requirements of the statute, in the execution of the several instruments, and also lack of testamentary capacity. The answers of the contestants also put in issue, under § 2624 of the Code of Civil Procedure, the validity of the dispositions of property made by the [110]*110sixth and ninth subdivisions of the will, and allege that the same are illegal and void.

Mr. Henry S. Potter died at the city of Rochester, N. Y., January 9th, 1884, aged about eighty-six years. He left surviving him the contestants above named, and two married daughters, Mrs. Mary E. Hart and Mrs. Susan P. Me Alpine. His estate amounts to about $1,250,000, of which $250,000 is in real estate.

The will, omitting the subdivisions alleged to be invalid, gives the entire estate of the decedent to certain persons named as executors and trustees, to hold in trust, for the, purposes set forth in the will, during the lives of Henry N. Potter and Reynolds P. Me Alpine, two infant grandsons of the testator. There is a specific bequest to the decedent’s wife of all household furniture, pictures and books; a like bequest of a piano, stool, music and rack therefor, to his daughter, Henrietta; and an annuity of two hundred dollars to his sister. ■

It further directs the executors to pay all debts and the necessary expenses of the care and management of the estate; to pay to his said wife and to his daughters, Mrs. Mary E. Hart and Mrs. Susan P. McAlpine, each, one sixth of the net annual income of his estate; and to his son, Alfred B. Potter, semiannually during his natural life, so much of one sixth of the net annual income of the estate as shall be necessary to maintain and support his family and educate his children. The surplus of Alfred’s one sixth share of the income of the estate is directed to be accumulated, and his proportionate part thereof paid over to each of said Alfred’s children, as they [111]*111successively arrive at the age of twenty-one years. The payment to the testator’s children of their respective shares of the income of the estate, is directed- to cease upon the death of the survivor of the two grandsons upon whose lives the trust estate is limited, but to each of his own children who may survive the said grandsons is bequeathed absolutely the sum of fifteen thousand dollars, except to Charles, whose right thereto is dependent upon the condition in the sixth subdivision.

The wife of the testator died before him, and the will provides that, in such case, the net annual income shall be divided into five equal parts, and each child shall have the same right in and to one fifth, as had been before given in the several one sixth shares. Upon the death of the survivor of the two grandsons aforesaid, or after the decease of all the children of the testator, though said grandsons shall still be alive, the executors are directed to close up and distribute the entire estate, share and share alike, among the grandchildren of the testator; the children of any deceased grandchildren to receive their parents’ share. Power to lease and sell real estate, and to invest and manage the whole estate, is conferred upon the executors.

The codicil of July 8th, 1881, bequeathed the sum of ¡$15,000 to various benevolent and charitable institutions in the city of Rochester. The one dated September 13th, 1882, directs the omission, from the assets of the estate, of a certain parcel of real estate conveyed to Mrs. McAlpine. The last codicil, dated August 17th, 1883, changes the number of executors, [112]*112and names certain other persons who shall act as such in certain contingencies. It also contains this clause, viz: I further order and direct that my executors

and trustees, mentioned in my said will and this codicil, shall not be required to make any bond or give any security as such executors and trustees of my said will and estate, nor shall my executors and trustees be obliged or compelled to file with the Surrogate any inventory of my estate.”

The last clause, relating to the non-filing of an inventory, is challenged by the answers herein as illegal and void. The material parts of the subdivisions attacked for Invalidity, are as follows:

“ Sixth—Pay to my son, Charles B. Potter, one thousand dollars of the income of my estate, annually, in semiannual payments of five hundred dollars each, if that sum, $1,000, does not exceed annually one sixth of the net annual income of my estate; if it does, then pay him only one sixth of the net annual income of my estate during his natural life.....This one thousand dollars is intended for the support and education of said Charles’ children, and to be deducted from his share of the income of my estate. If one sixth of the net annual income of my estate .....amounts to more than one thousand dollars, invest the excess and the accumulations thereof as a separate investment, until my said son Charles shall not live with, or at any time contribute in any manner to the support or maintenance of his present wife, Jennie W. Potter; if he does not live with, or at any time, or in any way, contribute to her support or maintenance, then pay to him his full share —one [113]*113sixth of the income of my estate, and all accumulations f that may have been held as aforesaid of his one sixth j share of the income of the estate; and also from that/ time pay to him one sixth of the net annual income'1 of my estate in semiannual payments, deducting the rental value of” certain specified real estate.
“ Ninth—Pay to my said daughter, Henrietta, semiannually, as much of one sixth of the net annual income of my estate as shall be necessary to support her respectably during her natural life ..... If she marries and has a child or children, give to her an additional amount; if there shall be enough of the balance of said one sixth of said income sufficient to support and educate such child or children, pay to her, said Henrietta, as much of said balance as my executors shall deem necessary for that purpose, invest the balance of said one sixth of the said income of my estate and its accumulations, and divide and pay her child, or children, as heretofore directed and provided in the case of my son, Alfred B. Patter’s children, whatever said surplus and its accumulations shall amount to at her death; if she shall have no child, or children, add the same to the assets of my estate and treat as part of my estate.”

It would be idle for me to profess to be unaware of the fact that, in the community in which the decedent had so long dwelt and in which he was so widely known, a public interest has been manifested in this contest over his will and its results. Both parties have had their adherents and advocates.

It was urged upon the argument, for the contestants, that the will was a mean, unjust and inequitable one, [114]

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Related

In re Gedney's Wild
142 N.Y.S. 157 (New York Surrogate's Court, 1913)
In re Mabie's Will
1 Pow. Surr. 503 (New York Surrogate's Court, 1893)
Whiton v. Snyder
8 N.Y.S. 119 (New York Supreme Court, 1889)

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Bluebook (online)
3 Dem. Sur. 108, Counsel Stack Legal Research, https://law.counselstack.com/opinion/potter-v-mcalpine-nysurct-1885.