Tallman v. Tallman

23 N.Y.S. 734, 3 Misc. 465
CourtThe Superior Court of the City of New York and Buffalo
DecidedMay 15, 1893
StatusPublished
Cited by12 cases

This text of 23 N.Y.S. 734 (Tallman v. Tallman) is published on Counsel Stack Legal Research, covering The Superior Court of the City of New York and Buffalo primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Tallman v. Tallman, 23 N.Y.S. 734, 3 Misc. 465 (superctny 1893).

Opinion

McADAM, J.

The testator made and executed his will at Jarnesburg, in the state of New Jersey, October 27, 1887, where he then resided. He subsequently moved to the city of New York, where he died, July 6, 1892, seised and possessed of a large amount of real and personal property situate in this city and elsewhere. Among these properties are the houses known as Nos. 23 and 25 West Fifty-Third street, called “The Rockland,” and Nos. 49, 51, and 53 West Fifty-Seventh street, called “The Soncy.” He also owned the homestead farm at Jamesburg, N. J.,—all of which real property is referred to in his will. He had other real estate in the city of New York, to wit, property on Fifth avenue, and property in the Twenty-Third ward, (St. Jacob street.) He also owned lands in Suffolk and Westchester counties, and some in the state of Florida, and certain lands in New' Jersey, not referred to in his will. His personalty consisted of notes, stocks, and railroad securities, bonds, and mortgages, some of the latter affecting property in New Jersey. Certain household effects, consisting of furniture, bric-a-broc, etc., were in the house in which he resided at the time of his death, to wit, No. 23 West Fifty-Third street, and other household effects on the farm in New Jersey. This description of his property is deemed sufficient for present purposes. The will was drawn by the testator himself, is in his own handwriting, and, omitting the formal introductory part, is in these words:

“First. After all my just debts are paid and discharged, I give, devise, and bequeath to my beloved wife, Maria E. Tallman, during her natural life, my homestead farm on which I now reside; also, my house and lots in the city of New York known as Nos. 23 and 25 West Fifty-Third street, also known as ‘The Rockland;’ and also my house and lots in said city known as Nos. 49, 51, and 53 West Fifty-Seventh street, also known as ‘The Soncy;’ also, all my personal property; also, the sum of fifty thousand dollars. And [736]*736I authorize her, my said wife, to sell and dispose of the same, and to give ■deed or deeds, as she may decide to do, for her own use and benefit, during her natural life; and after her decease I give, devise, and bequeath the said bequest, or so much as shall remain over, unto my two grandchildren, Clarence T. Coley and Maria L. Coley, children of my adopted daughter, Minnie H. Coley, (now deceased,) each one-half of said estate, for their own use and benefit during their natural Uves, and should they, either of them or both of them, get married, and have legal issue, then the said bequest shall be given to them absolute. Should either one of them die without having legal issue, then the one having legal issue shall have the share of the other, or the whole of said bequest as aforesaid to my wife; and, should they both die without legal issue, then the said bequest, as aforesaid, shall be given as hereinafter provided. I also give and bequeath to my mother, Aim Tallman, two hundred and fifty dollars a year during her natural life. I give and bequeath to my sister, Margaret Jane Palmer, two hundred and fifty dollars a year during her natural life. I give and bequeath to the Presbyterian Board of BeUef for Disabled Ministers and the Widows and Orphans of Deceased Ministers, for the uses and purposes of said board, five thousand dollars. I give and bequeath to the General Bible Society of New York City, five thousand dollars. To the Protestant City Missionary Society of New York City, two thousand and five hundred ■dollars. To the Foreign Protestant Missionary Society, five thousand dollars. To the Protestant Home Missionary Society, five thousand dollars. To the Trustees of the General Assembly of the Presbyterian Church in the United States of America, for the use of the Presbyterian Committee of Missions for Freedmen, two thousand and five hundred dollars. To the American Tract Society, two thousand and five hundred dollars. I give and bequeath unto Maggie G. Farr, now living in my family, three thousand dollars. I give and bequeath all the rest and remainder of my estate as follows: To my nieces and nephews, Ella A. Tallman, Emma Hogencamp, Anna M. Perry, Margaret Demarest, Stella Tallman, Charles W. Demarest, Charles E. Tallman, Harold Tallman, Lester Tallman, James W. Palmer, share and share alike. Likewise, I make, constitute, and appoint my said beloved wife, Maria E. Tallman, and Cornelius H. Tallman, to be my executrix and executor and trustees of this, my last will and testament, hereby revoking ail former wills by me made. In witness whereof, I have hereunto subscribed my name and affixed my seal this twenty-seventh day of October, in the year of our Lord eighteen hundred and eighty-seven.”

It was admitted to probate by the surrogate of New York county July 29, 1892, as a will of real and personal property, and the plaintiff duly qualified as executor. The wife and also the mother of the testator departed this life before his death. The will is entitled to little merit, either as a literary or legal production, and has given rise to several questions as to its legal effect, and the manner in which it must be carried out to satisfy its requirements; and the present bill was filed by the executor for the purpose of obtaining a legal construction of the different provisions thereof, and to that end all persons interested in the subject-matter have been made parties, and are legally represented before the court.

The first question is whether the will creates a trust. Such an intention on the part of the testator is manifest, for he appoints his wife and brother not only executors, but trustees; showing that he had in mind, while making his will, the prevailing idea that he was creating a trust, and supposed when he had executed it that this purpose had been made effectual. Trusts, or at least powers in trust, are sometimes inferred from the terms of a will, when an intention to create the same is necessary to carry out the directions [737]*737and purposes of the testator; and where that inference obtains, either from the use of precatory words, necessity, or otherwise, the courts will declare and enforce such trust according to its nature, as a similar trust, declared in express terms, would be enforced. Pom. Eq. Jur. § 1013; Morse v. Morse, 85 N. Y., at page 60; Hill, Trustees, 65, 71, marginal paging; Perry, Trusts, § 112. The testator, among other provisions for his wife, gives to her the use of §50,000 during life. Such a gift is of the interest only, and intends an investment by the trustees that will produce a stated income. Several annuities are given by the will. These are to be paid annually to the beneficiaries, and, as the will does not set apart any specific property for the purpose, these provisions contemplate some investments by the trustees out of which these bequests may be satisfied. Several legacies aggregating §27,500 are given to charitable institutions, and one of §3,000 given to Maggie G. Farr. Ho fund is set apart for their payment, and no direction given as to when or from what they shall be paid. The duty of attending to these details falls upon the surviving executor, as trustee, and he must, if possible, provide for their payment. Ho devise to executors is necessary to create a trust estate, nor is it necessary to use the word “trust” or “trustee.” But where a trust estate is taken by implication no greater estate would be implied than what is necessary to satisfy the object of the trust. Where it appears to have been the intention of the testator that the income given to one by the .will is to be received by the beneficiary through the medium of an executor, a trust is established. Craig v. Craig, 3 Barb. Ch. 76; Leggett v. Perkins, 2 N. Y.

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Bluebook (online)
23 N.Y.S. 734, 3 Misc. 465, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tallman-v-tallman-superctny-1893.