Shangle v. Hallock

6 A.D. 55, 39 N.Y.S. 619
CourtAppellate Division of the Supreme Court of the State of New York
DecidedJuly 1, 1896
StatusPublished
Cited by19 cases

This text of 6 A.D. 55 (Shangle v. Hallock) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shangle v. Hallock, 6 A.D. 55, 39 N.Y.S. 619 (N.Y. Ct. App. 1896).

Opinion

Cullen, J.:

This action is brought by the plaintiff, both individually and as administrator of Caroline Shangle, deceased, to obtain a construction of the will of Joseph Shaw, and to recover the share of the said Caroline in the estate of said Joseph Shaw. Joseph Shaw died testate on the 21st day of March, 1846, leaving him surviving his widow, Sybil Shaw, and four children. The portion of the will of said Joseph Shaw material to this controversy is as follows:

Fourth. I give, bequeath and devise all my real estate, situated in the x illage of Williamsburg, Kings county, and known on a map made by Charles Loss, city surveyor, 1807, as Lot No. 217, and my real estate known as No. 120 Allen street, in the 10th ward of the city of New York, to my executrix and executor hereinafter named, for the uses and purposes following, to wit:

“ To lease, let, bargain, sell, grant and convey the same in their discretion, and with the annual proceeds thereof, or so much of the proceeds as may be necessary, to pay the annual interest which may from time to time arise and become due on said bond and mortgage, and the balance of such annual income to pay over to my beloved wife for her support and the support and education of my children, and the survivors of them, the management and guardianship of which children are hereby confided to my said wife; but my said wife is not, in case she should remarry, to receive thereafter any support or maintenance from the income of my said property, but the whole of such income, after the payment of the aforesaid annual interest, is to be applied for the support and maintenance of my four children and the survivors and survivor of them, until they shall be able and capable of taking care of and fully supporting themselves.

Fifth. At the decease of my said wife, or her remarriage, in case my youngest child then living shall have arrived at the age of twenty-one years, on the happening of such event or either thereof, I desire that the balance and remainder of my estate, both real and personal, be divided between my four children, Sarah C., William, Caroline and Elizabeth H., share and share alike. But in case any of them shall die without children or issue before the youngest of my said children shall arrive at the age of twenty-one years, then and in such event the portion of such deceased child or children is to be divided equally among the survivors or survivor and the heirs [58]*58of such of them as shall have died leaving issue of their own bodies per stirpes and not per capita.”

The widow, Sybil Shaw, died testate on the 13tli day of May, 1892, not having remarried.' The plaintiff married Caroline Shaw on the 4th day of November, 1858. Caroline Shangle died intestate on the 11th of April, 1880, leaving her surviving the plaintiff (her husband) and a child, Caroline L. Shangle, her only heir at law. On July' 23, 1882, Caroline L. Shangle died intestate, without issue, and leaving the plaintiff (her father) her only heir at law. All the testator’s children became of age before the death of Caroline Shangle.

The plaintiff claims to have acquired, either by descent from his wife,, Caroline Shangle, or as her administrator, the fourth part of the estate of Joseph Shaw. This claim the court at Special Term decided in his favor, and from that part of the judgment the defendants appeal. The plaintiff further claimed to recover one-fourth of the savings accumulated by the widow during her life out. of the income of the trust property. This claim the court at Special Term rejected, and from the judgment in this respect the plaintiff appeals.

It is first to be observed that the primary gift.,, the direction to divide at the death or remarriage of the testator’s widow, is to the testator’s four children, by name, share and share alike. The gift was, therefore, not to a class, but to each child distributively. (Delafield v. Shipman, 103 N. Y. 463; Happock v. Tucker, 59 id. 202.)

Hence, if the gift was contingent on the legatee or devisee living till the time of division, the share of the child dying before that time did' not go to the survivors. Nor in the present case did the share pass under the gift over, for Caroline did not die under twenty-one years or without issue. As to this share (assuming the devise was contingent) the deceased died intestate. It,- therefore, descended to the testator’s heirs at law, his four children, including the plaintiff’s wife. The plaintiff has unquestionably acquired by inheritance the interest of his wife in that share. So that the debatable question in this case is, not whether the plaintiff is entitled to a fourth or to none of the testator’s estate, but whether he is entitled to a quarter or a sixteenth of it.

The disposition of this question depends wholly upon the determination of the further question, whether the'share of the daughter [59]*59Caroline was, at the time of her decease, vested, or contingent upon her surviving the death or remarriage of her mother, the testator’s widow. We concede the general rule asserted by the defendants’’ counsel that: “ Where there is no gift, but by a direction to executors or trustees to pay or divide, and to pay at a future time, the vesting in the beneficiary will not take place until that time arrives.”' (Warner v. Durant, 76 N. Y. 133; Smith v. Edwards, 88 id. 92; Shipman v. Rollins, 98 id. 311; Delafield v. Shipmam, 103 id. 463.)

But though this is .the general rule, it is subject to many exceptions. In Goebel v. Wolf (113 N. Y. 405) the testator provided for a somewhat elaborate trust to terminate on his wife’s death, or upon his youngest child reaching the age of twenty-one years, in case the wife was previously deceased; and upon either of such, events he directed his trustees to divide all his estate, real and personal, among his children, share and share alike, deducting all advances made, so that each of his children should have an equal share of the estate. The testator had previously authorized an advance of $3,000 to each child upon its marriage or arrival at the-age of twenty-one years. This direction to divide was the only gift, yet the court held the remainder vested in each child on the death of the testator. The court construed the provision for the advancement to the children and a direction that the profits should be invested for the benefit of my said children,” as well as other expressions in the will, as tending to show an intent on the part of the testator that his children’s share should vest immediately upon his. decease. Probably the most influential consideration in the disposition of the case is found in -the concluding paragraph of the-, opinion, where it is said: “ This construction also prevents the disinheritance of issue of any child who may marry and die before the-expiration of the trust period, a consequence which no one can doubt, the testator never intended.”

In The Matter of Tienken (131 N. Y. 391) the same question, again arose, and the decision followed that of Goebel v. Wolf. In relation to the general doctrine, Judge Finch writes: “We have heretofore said that the rule of construction founded upon a gift, flowing only from a direction to divide has many exceptions, and is-to be used as an aid to ascertain the intention, and. not as a force to-[60]*60pervert it.” In The Matter of Young (145 N. Y.

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Bluebook (online)
6 A.D. 55, 39 N.Y.S. 619, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shangle-v-hallock-nyappdiv-1896.