Taylor v. . Dodd

58 N.Y. 335, 1874 N.Y. LEXIS 507
CourtNew York Court of Appeals
DecidedSeptember 22, 1874
StatusPublished
Cited by52 cases

This text of 58 N.Y. 335 (Taylor v. . Dodd) is published on Counsel Stack Legal Research, covering New York Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Taylor v. . Dodd, 58 N.Y. 335, 1874 N.Y. LEXIS 507 (N.Y. 1874).

Opinion

Folger, J.

The personal estate of a testator is to furnish the fund for the payment of legacies. This is the general *344 rule. But the personal estate may be entirely exonerated, or the real estate may be made to aid the personal, if there be express direction to that effect in the will, or if such be the clear intent of the testator to be gathered from its provisions.

In this case there is not found in the will express direction.

In searching for the 'intent of the testator, it has been seen that in some of the clauses giving legacies, he has given them “in money out of my estate/” or, “to be paid out of my estate,” or, “ out of my estateP Much stress has been put upon the use of this phrase ilmy estate,” as indicative of the intent, that his whole estate, real and personal, should be holden for the payment of the legacies; not only those to which it is immediately attached, but those also with which the phrase has no connection. The words “ my estate ” are broad enough in signification to cover all property, whether real or personal. (Archer v. Deneale, 1 Peters, 585; Bullard v. Goffe, 20 Pick., 252; Bridgwater v. Bolton, 1 Salk., 231.) They will have that effect in a clause in a will, unless controlled by words or phrases found in connection or relation with them, or by considerations drawn from other parts of the will. In this will, treating the will and the codicil to it as one, these words are some times found in such juxtaposition with the words “real estate,” as to lead to the conclusion that the testator meant by them something greater and more comprehensive than personal property, or any other term indicative of but one kind of property. Thus, the executors are authorized by the testator to sell such of the real estate as shall in their judgment be for the best interest of his estate; plainly meaning, not for the best interest of the real estate alone, either that to be sold or that to remain unsold, but for the best interest of his whole estate as well the personal as the real, so that either the bulk of the whole might be increased, or that it as a whole might be made more productive of periodical income or profit. So again, upon this power of sale is put the limitation, that such portions of the real estate as are producing a reasonable income shall not be sold, until they cease to yield an adequate income, or a *345 sale shall be necessary for a'final distribution and settlement of his estate. Here is the same contrast, between the “ real estate ” as a part of his estate, and “ his estate ” as the whole body of his property in all of its kinds.

Had any of the above quoted phrases been attached to each of the clauses of the will that gave a legacy, I should have little difficulty in adjudging that the testator meant that his whole residuary estate, whether real or personal, should ultimately be chargeable with the payment of all the legacies. But such phrase does not of itself directly and explicitly, and without room for other interpretation, express that meaning; and I am unable to discover any reason why the testator should attach it, with that intent, to three only of the bequests of money and withhold it from the other fourteen. The move especially, as one of those to which it is attached is comparatively insignificant in amount, and indicates in its terms no reason of kinship or gratitude or reward why it should be made exceptionally certain of payment in full. It is suggested that, by the use of the phrase out of my estate,’’ the intent of the testator is shown to blend in one whole his entire estate, of its two kinds, real and personal, and to make the whole answerable for the payment of the legacies — all of them. There are several cases in which the courts have gathered from the expressions of the will, and from all of its parts, this intention to blend the two estates into one, so that' the two in one should both be chargeable with the payment of legacies. But the same difficulty remains, of attributing this intention in this case, from the occasional use of this phrase, when it has been omitted elsewhere, where every circumstance would seem as imperatively to call for it. If its use once or twice or three times was with an intent to inform it with a particular meaning, why was not the non-use of it in many more other times, with an intent that no such meaning should be conveyed ? And if each of these intents existed, what substantial reason consistent with all the facts of the case, to be gathered from the instrument, can be given why the testator provided more certainly for some of these legacies than for *346 others ? The latter reason fails entirely to come forth. It is, therefore, more reasonably to be inferred that the use of the phrase, as well as the non-use of it, was equally without distinct and explicit intention. It is evident, from the fact that at three different times in the same day the instrument was under the hand of the draftsman, and before the testator for original execution and for amendment, that there-was not deliberation and care in its preparation, and that particular and isolated phrases were not studiously used, nor the use of them studiously avoided. The intention of the testator is rather to be .got from the whole scope and purpose of the will, and from those particular provisions in it whicli exhibit a forecast and purpose on his part. Looking in this way at the will and codicil, there is that in the latter which is not susceptible of reasonable explanation, unless upon the theory that the testator meant to make his real estate aid his personal in discharging the several legacies given by him. I-have already spoken of the authority given to the executors, to sell any and all portions of the real estate, in their discretion and judgment, for the best interest and advantage of the estate. Save for the purpose of procuring the fund of $7,000, the income whereof should be applied to the improvement of the testator’s cemetery lot, there is no hint of any object in view of the testator, in giving this power, unless it was to create the means for paying these legacies. There is no mention in the will of debts owing by him. It cannot be said, from the will, that his debts were at all in his mind, or that he dictated a provision in it for the purpose of meeting them. Indeed, it is absurd to suppose that if he had had in his mind that there would or might be need for a sale of real estate to raise a fund for. the payment of his debts, he should, without mention of bis debts in his will, proceed to give so much, and so variously, and with such particularity, by legacies, and yet leave them to he paid from personal property or not at all. It is fair to say, from all the circumstances of the case, which existed on the day on which he made his will, that he had no doubt but that his *347 estate was ample to pay his debts, and that he had, in making it, no concern as to them. By force of law and the rights oi his creditors, the debts against him could, if need be, follow and take all of his property, of any kind. This he was presumed to know. It was1 not for the purpose of obtaining money with which to pay his debts that the real estate was to be sold and converted.

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Cite This Page — Counsel Stack

Bluebook (online)
58 N.Y. 335, 1874 N.Y. LEXIS 507, Counsel Stack Legal Research, https://law.counselstack.com/opinion/taylor-v-dodd-ny-1874.