Rudd v. Cornell

58 A.D. 207
Appellate Division of the Supreme Court of the State of New York·Decided July 1, 1901·Published·Cited by 4 cases

Opinion

Hatch, J.:

These appeals involve the judicial construction of the will of George Rudd, the grandfather of Genevieve. M. Rudd. George Rudd died in New York-city on September 14, 1884, leaving a. last will and testament dated August 27, 1870, and a codicil dated August 28,1880, and leaving him surviving his widow, Janet Rudd, and Eliza Moore Rudd, George Rudd, Mary Frances Rudd, Marvin W. Rudd and Althea S. (Allie) Rudd, his children. By his will the testator gave to his wife a specific. bequest of his household furniture, printed books and plate, and then provided as follows:

Third. I do give, devise and bequeath to my executors hereinafter named, the survivors and survivor of them, all the rest, residue and remainder of my estate, real and personal, wheresoever and whatsoever, in trust and for the purposes following; that they invest my personal property on bonds secured by mortgages on real estate, or stocks of a permanent character, and that they rent my real estate, and that during the lives of my two children, Marvin W. Rudd and Allie Rudd, and the survivor of them, that they apply one-third of the net rents and income of my said estate to the use of my said dear wife Janet for and during the term of her natural life, if she shall so long live, and that they apply the residue of said rents and income, and the whole thereof after the decease of my wife, to the use of my children, viz., Eliza Moore Rudd, George Rudd, Mary Frances Rudd, Marvin W. Rudd and Allie Rudd, in equal shares, and in case either of them shall die before the death of the survivor of my said two children, Marvin and Allie, leaving lawfúl issue surviving, then the share of the one so dying to be paid over to such issue,, if one solely, if more than one jointly and equally, but if the one so dying leave no lawful issue surviving then such share to be paid to the survivors; and upon the death of the survivor of my said two children, Marvin and Allie, then upon the further trust that my said executors or the survivor of them do divide my estate and pay one-third thereof to my wife, if she shall then be living, and one share of the residue thereof (and of the whole if my said wife shall have deceased) to each one of my children who shall then be living, and to the issue of such of them who shall have died, leaving lawful issue him or her surviving, such issue to take the share of the parent, if one solely, if more [210] than one jointly and equally.” He then provided for a sale of certain unimproved real estate in the discretion of his executors, before the time of. division; nominated and appointed his wife the testamentary guardian of the minor children, and nominated and appointed his wife the executrix, and his brother and brother-in-law executors. By the codicil, the appointment of the brother and brother-in-law as executors was revoked, and the wife and daughters, Eliza Moore Rudd and Mary Frances Rtidd were nominated and appointed executrices. The will was probated as a will of both real and personal property, and the executrices qualified. and entered upon the discharge of their duties.

Marvin' W. Rudd, one of the persons for the period of whose lives the trust was created, died in March, 1888, leaving his wife, the defendant Annie E. Cornell, and his daughter .Genevieve as his only next of kin and heir at law. Genevieve died in April,1897, leaving her mother, the said defendant Cornell, as her sole next of kin and heir at law. The daughter, Eliza Rudd, died in August, 1892, and the daughter Mary in January, 1894; neither left issue nor had either been married. Janet Rudd, the testator’s .widow, his son George and the daughter Althea are still living. George Rudd had a wife and one child at the death of his father, and at the time of the commencement of this action there had been born to him four other children, who now survive; they are the four infant defendants -herein. The trust created by the will has not yet terminated, the period for distribution beine: postponed until the death of .Althea S. Rudd.

We are called upon to determine what share or interest Genevieve Rudd, the daughter of Marvin Rudd, took in the trust estate created by this will upon the death of her father. Had she a vested interest both in the income and the corpus of the estate, which, upon’her death prior to the period fixed by the will for distribution passed by the statutes of distribution and descent to her next of kin and heirs at law? Or was'her interest in both of such a nature that it was divested by her' death ? For answers to these questions we must look for and determine the intention of the testator by construing the will' by which he created the estate. -Whenever the construction of a will turns upon -the question as to whether the particular estate bequeathed or devised vests in the legatee or devisee a, present vested [211] interest or a contingent remainder, it is nearly always possible to make a plausible argument in favor of either construction and to support it by authority more or less in point. The present case furnishes no exception to the rule.

We agree with the construction which has been placed upon this will by the learned referee and, in the main, with the reasons which he assigns therefor. We think that its language indicates a clear intent upon the part of the testator to keep the entire corpus of his estate together until the period fixed for distribution, which was the full period in his power to provide under the Statute of Perpetuities. The language of the will is so clear in this respect as not to present a debatable question. The intent of the testator to make the right of a child to take at the expiration of the trust period to depend upon survivorship is not controverted by any one, nor could it be, as such is the express provision of the will. There is no present gift, except of income, to children or the issue of children, and the words of gift in each instance are to children and their issue. While it is true that the will does not in express terms make the right of the issue of a child to depend upon survivorship at the end of the trust period, yet there are no words of present gift to such issue. The only words of gift are contained in the direction to the trustees to divide and pay at the termination of the trust, and no distinction whatever is made in this regard between children and the issue of children. Prior to that time the status of the issue is precisely that of the parent, so far as the present interest in the estate is concerned, and survival at the time to which distribution is postponed seems to be essential in order to acquire any vested interest in the trust estate. While this provision of the will is not coupled with the same language as the clause before it, relating to the disposition of the rents and income, i. e., “ but if the one so dying leave no lawful issue surviving, then such share to be paid to the survivors,” yet it seems to be plain that the whole scheme of the will and the clear intent of the testator was, after the death of his children, for the term of whose lives the trust was created, to give of the trust estate one-third to the widow if she survived the period and the remaining two-thirds to his descendants living at the termination of the trust.

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Rudd v. Cornell, 58 A.D. 207 (N.Y. Ct. App. 1901).

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