Schmidt v. . Jewett

88 N.E. 1110, 195 N.Y. 486, 1909 N.Y. LEXIS 1043
CourtNew York Court of Appeals
DecidedJune 18, 1909
StatusPublished
Cited by42 cases

This text of 88 N.E. 1110 (Schmidt v. . Jewett) is published on Counsel Stack Legal Research, covering New York Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Schmidt v. . Jewett, 88 N.E. 1110, 195 N.Y. 486, 1909 N.Y. LEXIS 1043 (N.Y. 1909).

Opinion

Edward T. Bartlett, J.

The testator, George Parbury Pollen, died on August 14th, 1877, leaving a will dated" April 15th, 1875, which contained the following provision: “To *489 my daughter, Melinda, I also give the interest or income as it accrues on two hundred thousand ($200,000) dollars during her natural life. The said amount to be set apart in such good dividend paying stocks and bonds as may stand in my name at the time of my decease, and at the then market value of the same. And at her death, I will that the said amount of two hundred thousand dollars go to her legal issue in equal portions after they severally reach the full age of twenty-one years.”

The testator left him surviving two daughters, Melinda P. Schmidt and Ann Eliza Leggett. The will contains a similar provision for Mrs. Leggett and her legal issue.

The executors named in the will brought an action for its construction, which was tried before Mr. Justice Yah Yobst under the title of Colgate v. Schmidt, and judgment duly entered upon his decision June 1st, 1880. The learned court made, among other findings, the following:

“Eighth. That, by the provisions of the said will wherein it is directed that at the death of each of the daughters respectively of the testator, the amount of two hundred thousand dollars should go to the legal issue of each of his said daughters, respectively, in equal portions, after they severally reach the full age of twenty-one years, it was intended by the testator that the said legacy of two hundred thousand dollars should become vested in the legal issue of each of the daughters of the said testator, who should be living at the death of their respective mothers, and that such issue should become entitled in equal portions to such several sums of two hundred thousand dollars respectively, and that the same should be payable to them after they severally reach the full age of twenty-one years.”

After other litigation, not important to notice at this time, the present action was instituted and the trial begun before Mr. Justice Cabe in March, 1907. Findings were duly made, the learned judge holding, in substance, that the established rule of law is that issue must be deemed to mean descendants unless there is something in the context of the will or in the extrinsic circumstances to indicate a contrary *490 intention. lie also stated that he could find nothing in the context of the will which indicates that the testator used the words lawful issue ” in any sense other than in their strict legal meaning. The findings covered these views.

This case comes here by permission on appeal from an interlocutory judgment, upon which final judgment has not been entered, and we are confined to answering four certified questions.

Fritz L. Schmidt, Jr., the appellant, son of Melinda P. Schmidt, raises the question whether the nine infant grandchildren of Melinda P. Schmidt, the life tenant, who were not in being at the time of the testator’s death, are to be regarded as remaindermen in the trust fund, he claiming that the testator in using the term legal issue ” meant liis grandchildren, while the guardians ad litem of said grandchildren of the life tenant urge that the testator meant descendants. The appellant also contends that these.nine grandchildren of the life tenant are bound by the judgment in Colgate v. Schmidt, for the reason that they take, if at all, by representation under the parties to that action.

It is well settled in this state that the words “ legal issue,” when used in a will and unexplained by the context, have the meaning of descendants. In Soper v. Brown (136 N. Y. 244, 248), Andbeivs, J., said: But I am of opinion that the word ‘ issue ’ in a deed or will, when used as a word of purchase and where its meaning is not otherwise defined by the context, and there are no indications that it was used in any other than its legal sense, comprehends all persons in the line of descent from the ancestor and has the same meaning as descendants,’ and that while it embraces the children of the ancestor, it is because they are descendants in common with all other persons who can trace direct descent from a common source.” The learned judge goes on to distinguish the cases where the word “ issue ” has been used in its restricted sense of meaning “ children.” (See, also, Drake v. Drake, 134 N. Y. 220; N. Y. Life Ins. & Trust Co. v. Viele, 161 N. Y. 11, 19, 20; Chwatal v. Schreiner, 148 N. Y. 683.) *491 This is also the rule as stated by Hr. Jarman (2 Jarman on Wills, 98).

The nine after-born grandchildren of the life tenant do not take by representation, but directly as descendants of the testator.

In Black on Judgments (§ 549) it is stated: “If a person is bound by a judgment, as a privy to one of the parties, it is because he has succeeded to some right, title, or interest of that party in the subject-matter of the litigation, and not because there is privity of blood, law, or representation between them, although privity of the latter sort may also exist.” (See, also, Downey v. Seib, 185 N. Y. 427, 433, where the above quotation is cited with approval.)

In the case before us the facts disclose only privity of blood; no right, title or interest was litigated as between the parties — each takes as a descendant of testator.

In Rudd v. Cornell (171 N. Y. 114, 127, 130) it was held that the statement in an interlocutory judgment rendered in a partition suit, that a certain beneficiary under a testamentary trust is entitled to a specified portion of the proceeds of sale, is not binding upon the other beneficiaries where their rights as between themselves were not drawn in issue and the final judgment merely determined that one-half of the proceeds of such sale should be paid to the executrices under the will for the purpose of the trust created by it.

It is further insisted by the appellant that even if the will be construed so as to hold that the words “legal issue” mean descendants generally, that nevertheless the distribution should be not per capita, but per stirpes.

It was expressly held in Soper v. Brown (136 N. Y. 244, 250, already cited) as follows: “It is settled that under a gift to ‘ issue,’ where the word is used without any terms in the context to qualify its meaning, the children of the ancestor and the issue of such children, although the parent is living, as well as the issue of deceased children, take in equal shares per capita and not per stirpes, as primary objects of the disposition.”

*492 The four questions certified are answered as follows:

I. Is the judgment of June 1, 1880, in the suit of Colgate v.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re the Estate of Goodwin
190 Misc. 2d 601 (New York Surrogate's Court, 2002)
In re the Estate of Murphy
103 Misc. 2d 719 (New York Surrogate's Court, 1980)
Amann v. Tankersley
273 N.E.2d 772 (Indiana Court of Appeals, 1971)
In re the Accounting of United States Trust Co.
29 Misc. 2d 314 (New York Supreme Court, 1961)
In re the Estate of Duncan
28 Misc. 2d 730 (New York Surrogate's Court, 1961)
In re the Accounting of Kennedy
23 Misc. 2d 1091 (New York Surrogate's Court, 1960)
In re the Construction of the Will of Willis
6 Misc. 2d 218 (New York Surrogate's Court, 1957)
Cleveland Trust Co. v. Johnson
70 Ohio Law. Abs. 43 (Cuyahoga County Probate Court, 1954)
In re the Accounting of Warren
191 Misc. 851 (New York Surrogate's Court, 1947)
In re the Accounting of Bank of New York
190 Misc. 215 (New York Surrogate's Court, 1947)
Brown v. Bibb
201 S.W.2d 370 (Supreme Court of Missouri, 1947)
In re the Will of Goodyear
188 Misc. 700 (New York Surrogate's Court, 1947)
In re the Estate of Burke
178 Misc. 684 (New York Surrogate's Court, 1942)
In re the Estate of Rhinelander
178 Misc. 495 (New York Surrogate's Court, 1942)
Hine v. Wright
36 N.E.2d 972 (Indiana Court of Appeals, 1941)
Wilmington Trust Co. v. Chapman
171 A. 222 (Court of Chancery of Delaware, 1934)
In re the Estate of Sanders
148 Misc. 776 (New York Surrogate's Court, 1933)
In re the Estate of Mann
138 Misc. 42 (New York Surrogate's Court, 1930)
In re the Estate of Van Etten
136 Misc. 436 (New York Surrogate's Court, 1930)

Cite This Page — Counsel Stack

Bluebook (online)
88 N.E. 1110, 195 N.Y. 486, 1909 N.Y. LEXIS 1043, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schmidt-v-jewett-ny-1909.