Simmons v. Burrell

8 Misc. 388, 28 N.Y.S. 625, 59 N.Y. St. Rep. 554
New York Supreme Court·Decided May 15, 1894·Published·Cited by 9 cases

Opinion

Ward, J.

This action was brought by the plaintiff to obtain a judicial construction of the last will and testament of Edward J. Simmons, late of the city of Lockport, in the county of Niagara, N. Y.

On the 26th of August, 1892, Edward Simmons made and published his last will and testament, and in and by which the defendant Myron L. Burrell was appointed sole executor thereof, and on the 2'7th day of September, 1892, he, said Simmons, departed this life, being a resident of the said city of Lockport.

This will was admitted to probate on the 21st of November, 1892, by the surrogate of Niagara county, and letters testamentary thereon were issued to Burrell) who assumed the duties of his trust and is still such executor. The testator left real and personal property of the value of about $40,000, of [390]*390which about $20,000 was real estate. The will "empowered the executor to sell the real estate, except the testator’s residence, and dispose of the property as therein appears.

After providing for the payment of his debts in the first clause, he, by the second, third, fourth and fifth clauses, makes provision by way of legacies for the" defendant Lilla M. Simmons, whom he designates in the will as “ the person known as Lillie M. Simmons and as my adopted daughter.” He sets apart certain sums for her use during 'life, and also the residence of the deceased in Lockport; some of which legacies are to be hers absolutely in certain contingencies, and a relative,, Mary Ann Belden, to have a home in the house and certain support out of these legacies.

The sixth clause gives to his brother, Walter Simmons, a weekly support and the interest on certain funds which are set apart for him, and the principal or so much thereof of the funds as should be needed for his support, and the remainder of that sum should become a part of the residuary estate under the thirteenth clause of the will.

The remainder of certain legacies given to Lillie should also go to the residuum under the thirteenth clause.

By the seventh, eighth, ninth, tenth, eleventh and twelfth clauses certain legacies were given to his relatives and to religious organizations, the ninth being to the “ First Free Congregational Church of Lockport,” which will fully appear hereafter.

The thirteenth clause is as follows:

Thirteenth. I give, devise and bequeath all the rest, residue and remainder of my estate and property of every name, kind and description to the American Congregational Union,’ incorporated in the city of Hew York in the year 1853, its successors and assigns, to 1 The American Home Missionary Society,’ formed in the city of Hew York in the year 1826, and to c The American Missionary Association ’ of Hew York city, to be equally divided between them, share and share alike, to be used by said three societies and applied to the charitable uses and purposes of said societies respectively.”

[391]*391Aside from the properties that fall into this clause as above stated, there were $10,000 or $12,000 of property that was disposed of directly to these corporations by this clause.

The deceased left no wife or children except his adopted child Lillie, or descendant from children, or father or mother, but left brothers and sisters, nephews and nieces, at whose instigation this action was commenced,, claiming to be the next of kin of the deceased. Up to the time of the trial the executor had sold and invested in real estate securities, or had the proceeds of the sales in some form, amounting to about $11,500. The debts of the deceased did not exceed $1,000.

The complaint demands relief, among other things, that the legacies to the corporations in the thirteenth clause be declared invalid and that they take nothing under the will, the reason being given in the complaint that the will had not been executed two months before the death of the testator. It also demanded that $500 of the legacy given to the Society of the First Free Congregational Church of Lockport be adjudged invalid, and that the court adjudge that the defendant Lillie M. Simmons is not the daughter by legal adoption of the deceased and not entitled to any right, title or interest in the estate of the deceased, except such portion of the estate as is specially devised and bequeathed to her by the will itself, and that the plaintiffs be adjudged to be the heirs and next of kin of the deceased, and entitled to all the property that came into the thirteenth or residuary clause.

The defendant Lillie, answered that she was legally adopted by the deceased under the laws of this state and thereby became and is his heir at law.

The corporations mentioned in the thirteenth clause severally answered, insisting upon their rights respectively to the property devised and bequeathed to them. The executor also answered, insisting upon the validity of all of the provisions of the will.

The defendant Lillie came into the family of the deceased when she was about two years of age, took the name of Simmons, was treated by the deceased and his wife as their daugh[392]*392ter in every respect; she was not even aware that she was not their daughter until about fourteen years of age; she remained at home with the deceased and in his family until his death, discharging faithfully the duties of a daughter in their household, she calling the deceased and his wife father and mother, and they calling her their daughter, and she being, recognized as such among friends of the parties and in the will of the deceased; the manner of her adoption and the grounds upon which she predicates her claim that she is an heir and next of kin of the deceased will be considered hereafter.

Some of the 'defendants insist that the plaintiffs, as the assumed heirs and next of kin of the deceased, have no standing in court and have no right to maintain this action, and cite Whitney v. Whitney, 63 Hun, 59, and Read v. Williams, 125 N. Y. 560. This contention is based upon the assumption that all the questions involved are purely legal and involve no trust such as invokes the jurisdiction of a court of equity, and does not present a case authorized by sections 1866 and 1867 of the Code of Civil Procedure.

An examination of the complaint and of the will can leave no doubt but what this action was properly brought as to some of the questions involved. There are certainly trusts imposed upon the executor by this will, and those trusts are so connected with the entire property as to render an adjudication upon them not only proper, but necessary.

Wager v. Wager, reported in 89 N. Y. 161, was an action for a construction of a will like this by heirs and next of kin claiming to be entitled to a share of the residuum, which they alleged was undisposed of by the will of William Wager, deceased, and the court there says : “ So far as the property is effectually disposed of by the will, the executor holds it in trust for the legatees or beneficiaries; * * * if there is any part of such property or any interest therein not effectually disposed of by the will he holds it in trust for those who are entitled to it under the statute of distribution,” and cites Bowers v. Smith, 10 Paige, 193, and other cases. And proceeds : “Any person claiming an interest in the personal estate

[393]

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Simmons v. Burrell, 8 Misc. 388, 28 N.Y.S. 625, 59 N.Y. St. Rep. 554 (N.Y. Super. Ct. 1894).

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