Schmidt v. Jewett

127 A.D. 376, 111 N.Y.S. 680, 1908 N.Y. App. Div. LEXIS 1989
Appellate Division of the Supreme Court of the State of New York·Decided June 29, 1908·Published·Cited by 5 cases

Opinion

Hooker, J.:

Many were the questions and difficult their character which were submitted to the learned trial court for its determination upon the hearing of this case. Although the record is exceedingly voluminous, yet by the terms of his requests to find, his exceptions, his notice of appeal and the points he urged upon the argument, the appellant invites our consideration of but one substantial question, and this has to do with the construction of a certain part of the 1st paragraph of the will of George P. Pollen, deceased. The will was executed in 1875, and upon the testator’s death, two years later, was admitted to probate as a testament sufficient to pass both real and personal property, That part of the will whose consideration is here involved reads as follows:

To 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. Aiid, 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.” ■

Mr. Pollen was survived by two daughters, namely one, Ann Eliza Leggett, since deceased, and the plaintiff, Melinda P. Schmidt, who is also named as a defendant in another capacity; these were his only heirs at law and next of kin; he was likewise survived by ten grandchildren, five of whom were the children of his daughter Ann Eliza, and the other five the children of his daughter Melinda P. Schmidt. These ten grandchildren were in existence at the time of the execution of Mr. Pollen’s original will.

Of the five children of Melinda P. Schmidt, Bache M. Schmidt [378] died, shortly before the commencement of this action, leaving a will which has. been duly admitted to probate; his mother has been appointed executrix and has qualified as such; he left creditors and, subject to their claims, devised all his property to his mother. Another child of Melinda P. Schmidt, George P. P. Schmidt, died before the commencement of this action, leaving no will and no children, for he was never married. A third son, John W. Schmidt, also died before the commencement of this action, leaving no children, but a widowi A fourth child is her daughter, Elise M. Jewett, who has seven children. The fifth child, Fritz L. Schmidt, Jr., the appellant, has two children. These nine grandchildren of Melinda P. Schmidt are inf ants and parties defendant, and are represented by their respective guardians ad litem. The question raised by Fritz L. Schmidt, Jr., the appellant, son of Melinda P. Schmidt, is whether these nine grandchildren, who were not in being at the time of Mr. Pollen’s death, are remaindermen in the property, the subject of the provision of that part of the will which has been quoted. The appellant claims that the testator by his use of the term “ legal issue ” meant his children, and the respondents, the guardians ad litem of the nine infant grandchildren of Melinda P. Schmidt, claim that the testator meant descendants. Our conclusion is that the claim of the guardians ad litem is correct, and the ■judgment must be affirmed. We are content to rest our decision of this case and that of the effect of the judgment in Colgate v. Schmidt upon the reasoning of the learned court below; that part of its opinion which deals with this question is reported herewith.

The judgment should be affirmed, with one bill of costs to each of the guardians ad litem who filed briefs in this court, and one bill of costs to the other respondents, payable out' of the funds which will be created from the sale of the property directed in the judgment.

Woodwaed, Gayhor, Bioii and Miller, JJ., concurred.

Interlocutory judgment affirmed, with costs.

Carr, J.:

. As to the interests of the respective parties in remainder in the fund set apart during the life of Melinda Schmidt.

[379] The mere fact that Bache Schmidt is dead and has left debts still unpaid even though he died possessed of a vested remainder in the fund in question,' would be no. sufficient reason for a present distribution to his estate of his share in that fund. The testator directed expressly that this fund should be held intact during the life of his aliquot daughter Melinda, and become payable only at her death * * * to her legal issue, * * * after they severally reach the full age of twenty-one years.”

■ The construction asked for as to this clause by the parties contending in this action is not without its difficulties, if the question be properly up for decision now. Much has been said in reported decisions as to the meaning of the words “ legal issue ” as used in wills. Sometimes they have been held to mean “ children ” and at other times it is said they mean primarily “ descendants.” (Phelps v. Cameron, 109 App. Div. 798.)

If these words, “ legal issue,” as used in the 1st clause of the Pollen will, mean descendants,” then it may seem premature now to attempt to define the exact interest which the decedent Bache Schmidt or any of his deceased brothers took in this fund, as the number of these descendants cannot be fixed until Melinda Schmidt dies.

In this action the court is asked to' make various interpretations of the words legal issue ” as used in the aforesaid clause of the Pollen will. The guardians of the defendant infants who are the children of the defendant Fritz Schmidt and Elise Jewett, children of Melinda Schmidt and grandchildren of the testator Pollen, aslc that the words “ legal issue ” be construed as meaning “ descendants ” of Melinda Schmidt, and that each of said descendants now in being or who may hereafter be in existence at the death of Melinda Schmidt be adjudged to take the fund in equal shares per capita. The defendants Elise Jewett and Fritz Schmidt ask that these words may be construed as meaning only such children--of Melinda Schmidt as may survive her, while other defendants ask that the words be interpreted as meaning such children of Melinda Schmidt as were in existence at the time of the death of the testator Pollen, and such others as may come into being before the death of Melinda, and that each of such children be adjudged to have or to have had an absolute vested remainder in the fund.

As in the 1880 judgment in Colgate v. Schmidt this clause of the [380] will was construed in an action in which all the parties then in being were before the court, a question arises as to how far that judgment is binding on this point upon the parties to this action. If it binds the present parties then ethere is no necessity for any further interpretation. /

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Schmidt v. Jewett, 127 A.D. 376, 111 N.Y.S. 680, 1908 N.Y. App. Div. LEXIS 1989 (N.Y. Ct. App. 1908).

127 A.D. 376 (Schmidt v. Jewett) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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