Shuler v. Shuler

63 Misc. 604, 118 N.Y.S. 629
CourtNew York Supreme Court
DecidedJune 15, 1909
StatusPublished
Cited by1 cases

This text of 63 Misc. 604 (Shuler v. Shuler) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shuler v. Shuler, 63 Misc. 604, 118 N.Y.S. 629 (N.Y. Super. Ct. 1909).

Opinion

Van Kirk, J.

This action is brought for a judicial construction of the will of Hannah Shuler, to the end that it may be adjudged and determined whether or not the provisions, being the third and fourth “ items ” of the said will, wherein and whereby a trust is attempted to be created in the real property of the testatrix, are legal and valid; and that it may be determined that the plaintiffs herein are entitled, during the life of James M. Shuler, to share equally with him in the rents, issues and profits of the real estate; also that the shares and rights -and interests of all the parties to this action in and to the said real estate and the rents, issues and profits thereof may be adjudged and determined under said will; and that the plaintiffs may have such other and further relief as may be just and equitable.

Hannah Shuler died in the city of Amsterdam in 1899, leaving two sons, James M. Shuler and George W. Shuler, her only heirs at law and next of kin. She left a last will, which was dated Novemeber 13, 1889, and which was admitted to probate by the surrogate of Montgomery county, March 11, 1899. A copy of the will, marked “ Ex. A,” is annexed to the complaint. The executor named in the will never qualified. On or about the 15th day of July, 1908, letters of administration with the will annexed were granted to George V. Shuler, a son of said James M. Shuler. The said George W. Shuler, one of the sons of Hannah Shuler, died intestate on or about the 1st day of June, 1908, leaving bim surviving his widow, Mary Shuler, and his two children, Emily L. Shuler and William G. Shuler, who are the plaintiffs in this action. They are minors; and Mary [606]*606Shuler, their mother, was, on or about the 28th day of July, 1908, duly appointed their guardian for the purposes of this action. The defendants Ada 0. Shuler, Anna H. Shuler and Sophia Shuler are the children of the aforesaid son of James M. Shuler, the son of Hannah Shuler.

At the time of her death, Hannah Shuler was the owner of certain real estate situated in the city of Amsterdam, Montgomery county, Hew York, consisting of two parcels of land, on one of which is a building at the corner of Wall and Division streets, containing two stores and dwellings; and on the other is a two-family dwelling house, -Ho. 40 Wall street. A description of the property is contained in the complaint.

After the death of Hannah Shuler, and up to the death of George W. Shuler, the two brothers, George and James, occupied the real estate, controlled and managed it jointly. Since the death of George W., his widow and two children have occupied a portion of the real estate, as it is claimed by the defendants, under the license and permission of James M. Shuler; as it is claimed by the plaintiffs, it has been so occupied as of right; but the plaintiffs have received no part of the rents, issues and profits of the real estate; and the defendant James M. Shuler claims the entire use and benefit of the real estate during his life.

The two “ Items ” of the will called in question are the third and fourth, as follows:

“ Item. I give and devise unto my executor hereinafter named all the real estate of which I may die seized, in trust, however, for and during the term of the natural life of each of my aforesaid two sons, for the following uses and purposes, to wit: I direct my said executor to allow my sons or either of them to use, occupy and enjoy such portion of my real estate as they or either of them may desire, without paying any rent therefor.

“ Item. In case any portion of my said real estate may not be occupied by my said sons or son, then and in such case I direct my executor to rent the same and to pay the net rent thereof to my said two sons share and share alike.”

[607]*607The next “ Item ” of the will, which is not, however, called in question'by the complaint, is:

“ Item. Upon the death of both of my said sons, I give and devise my real estate to the issue of my said sons then surviving.”

Tor nine years from the death of the testatrix, until the death of the son George, the provisions of the will had not been called in question; and the two sons occupied and used the real estate left by the deceased upon a common understanding of the provisions of the will.

The plaintiffs in this action were not the heirs at law or next of kin of the testatrix. Whatever rights they may have under the will of Hannah come under the fifth item, because they are the children of the deceased son George. And, by this fifth item, assuming that the third and fourth items do not create a valid trust, it seems plain that the testatrix intended that the two sons, or the survivor of the two, should have the real estate, or its beneficial use, during life, and the children of the two sons should take an interest at the death of the surviving son.

While it is probable that, before the enactment of section 1866 of the Code, this action could not have been maintained by these plaintiffs (Chipman v. Montgomery, 63 N. Y. 221), yet, under section 1866, I think the action is maintainable. The section reads in part as follows: “ The validity, construction or effect, under the laws of the State, of a testamentary disposition of real property situated within the State, or of an interest in such property which would descend to the heir of an intestate, may be determined in an action brought for that purpose in like manner as the validity of a deed, purporting to convey land, may be determined.”

This section does not specify who may maintain such an action, but it has been held in Horton v. Cantwell, 108 N. Y. 255 (quoting from the head-note) : “To authorize an action under said Code for the construction of a will by one claiming the invalidity of provisions therein disposing of real property, there must be a disposition of some interest which may possibly be enjoyed in actual possession during [608]*608the lifetime of the plaintiff, if the provision be decreed invalid.”

This provision of the statute is broad enough to permit such an action, and the plaintiffs have an interest which allows them to maintain it. Adams v. Becker, 47 Hun, 65.

I hold, therefore, that the court has jurisdiction to hear and determine the action.

It does not seem to me important to determine whether or not the third and fourth items express a valid trust.

The Real Property Law, section 73, provides: “Trustee of passive trust not to take.— Every disposition of real property, whether by deed or by devise, shall be made directly to the person in whom the right to the possession and profits is intended to be vested, and not to another to the use of, or in trust for, such person; and if made to any person to the use of, or in trust for another, no estate or interest, legal or equitable, vests in the trustee. But neither this section nor the preceding sections of this article shall extend to trusts arising, or resulting by implication of law, nor prevent or affect the creation of such express trusts as are authorized and defined in this chapter.”

Section 72 provides: “When right to possession creates legal ownership.— Every person who, by virtue of any grant, assignment or devise, is entitled both to the actual possession of real property, and to the receipt of the rents and profits thereof, in law or equity, shall be deemed to have a legal estate therein, of the same quality and duration, and subject to the same conditions, as his beneficial interest.”

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Cite This Page — Counsel Stack

Bluebook (online)
63 Misc. 604, 118 N.Y.S. 629, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shuler-v-shuler-nysupct-1909.