Scott v. Monell

1 Redf. 431
CourtNew York Surrogate's Court
DecidedNovember 15, 1862
StatusPublished
Cited by2 cases

This text of 1 Redf. 431 (Scott v. Monell) 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
Scott v. Monell, 1 Redf. 431 (N.Y. Super. Ct. 1862).

Opinion

The Subrógate. — By his will, the testator, after certain specific devises and legacies, directed his executors, as soon after his decease as might be judicious, to sell stocks of any amount sufficient to realize the sum of fifty thousand dollars, which he afterwards, by a codicil, reduced to forty thousand dollars, and to invest this sum in mortgages upon real estate in their own names, in trust, to, apply the income of it to the * support and maintenance of his widow during her natural life, and to the maintenance and education of his two children, Louisa and Gilbert, until they became of age. He further declared, that if his widow should marry, that then she should have the income of thirty thousand dollars of the [438]*438amount so invested for her support and maintenance during her life; and that the income of the residue should, in that event, be devoted to the support and education of the two children, Louisa and Gilbert, until they should arrive at the age of twenty-one years, when it should become part of his residuary estate, to be divided and disposed of in the manner afterwards directed; and at the death of his wife, that the sum so invested and set apart for .her to receive the income thereof, should become part of his residuary estate, and be divided among his heirs then surviving, as provided in respect to the residue of his estate, and that it should be so divided at the time afterwards named by him. Then, by a subsequent clause, he directed that upon his son Gilbert arriving at the age of twenty-one years — or, if he should die before that period, then in a reasonable time afterwards — that his executors should sell the whole of his real and personal estate (except the forty thousand dollars before invested and set apart), unless the same could be divided and partitioned off to the satisfaction of all concerned; and that the proceeds should be divided among his children, if living, or their survivors, if any should have died, share and share alike; — the share which any child would have been entitled to if living, to be divided among the heirs of such child, if he or she should have any, share and share alike. And to effectuate and carry out the above provision, he clothed his executors with full power to sell and dispose of all his real and personal estate at the time appointed, and to give all necessary deeds and instruments for conveying the property so sold, and carrying out the sale thereof.

The trust estate in the forty thousand dollars is void, as it suspends the power of alienation for a longer period than that of two lives in being at the time of the testator’s death. (3 Rev. Stat., 5 ed., 75, § 1.)

A limitation upon minorities is a limitation upon lives. (Hawley v. James, 16 Wend., 61.)

There was here three lives in being at the time of the testator’s death — his widow, and his two infant children, Louisa [439]*439and Gilbert; and if there is a possibility of the limitation extending over the lives of any two of them, it is void. (Hawley v. James, 16 Wend., 61; Vail v. Vail, 7 Barb., 236; Taylor v. Gould, 10 Id., 391; 4 Cruise, 449; 4 Kent, 283.)

That possibility exists. If Louisa and Gilbert should die during .their minority, the trust would continue until the death of the widow; and the absolute ownership of the property would, in that event, be suspended for a longer period than that of two lives in being at the time of the death of the testator; or, if one of the children named and the widow should die during the minority of the remaining child, the effect would be the same.

As either of these two events is possible, and may happen, the limitation is void.

It is suggested that there is not an absolute limitation during the minority of these two children, as, upon the death of the widow, the sum “ invested and set apart, for her to receive the income thereof,” is to become part of the testator’s residuary estate, and that, consequently, if the widow should die during the minority of either Louisa or Gilbert, the trust would cease, and the limitation be put an end to.

This point has been simply taken without argument, and without the submission of authorities, and in the very short time that remains within which I am to administer the duties of this office, now limited to two days, it is not in my power, in the necessary-attention which I must give to many other matters, to do more than to pass upon it as my present judgment dictates.

I do not think that the terms of the will would justify the construction that the trust was to cease if the widow died during the minority of these children.

It is expressly declared that the income of this fund is to be applied to their maintenance and support until they become twenty-one years of age, and this explicit provision would not, in my judgment, be affected either by the death of the widow before that period, or by the death of Gilbert during his minority.

[440]*440This fund is specially excepted from the general division which is to take place, should Gilbert die during minority ; and should that event take place during the minority of Louisa, the trust would, I think, continue for her maintenance and education until she reached the age of twenty-one. The direction.that “the sum set apart, for the widow to receive the income thereof,” should, upon her death, become part of the residuary estate, and be distributed at the time when the general division of the estate was to be made, is, as I read the will, a direction given in view of the possible contingency of the marriage of the widow, and had reference only to the sum to be set apart for her upon the happening of such an event. It follows immediately after the clause which declares that in the event of her marriage she shall have the income of thirty thousand dollars only, during her life; and the language would denote that he refers to that sum, as he speaks of it as “ the sum invested and set apart, for her to receive the income thereof — unless in such a contingency as her marriage, no sum can, in strictness, be said to be specially set apart for her, for the forty thousand 'dollars was to be invested for the joint benefit of herself and the two children during their minority. It is not declared what proportion of the income of it she is to have, or what proportion was to be applied to the maintenance and education of the children during their minority. That would seem to have been left to the discretion of the executors. In the -event of her marriage, however, a specific sum is set apart for her, the income of which she is to receive during life; and another specific sum, the residue of the fund, is set apart for the maintenance and education of the children. I think, therefore, that the contingency which the testator contemplated, and for which he meant to make provision, was the possibility of the marriage of his widow, and of her death before the happening of the event upon which the general division of his estate was to take place, and that he meant .only to refer to the sum which would, should she marry, be set apart for her. In creating this trust he certainly in[441]

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Bluebook (online)
1 Redf. 431, Counsel Stack Legal Research, https://law.counselstack.com/opinion/scott-v-monell-nysurct-1862.