Tillman v. Ogren

182 A.D. 672, 169 N.Y.S. 949, 1918 N.Y. App. Div. LEXIS 4452
CourtAppellate Division of the Supreme Court of the State of New York
DecidedApril 5, 1918
StatusPublished
Cited by7 cases

This text of 182 A.D. 672 (Tillman v. Ogren) 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
Tillman v. Ogren, 182 A.D. 672, 169 N.Y.S. 949, 1918 N.Y. App. Div. LEXIS 4452 (N.Y. Ct. App. 1918).

Opinion

Page, J.:

The action was brought by the plaintiff individually and as administratrix with the will annexed of Anna C. Erickson, against the executor of the estate of Lars Erickson, deceased.

Anna C. Erickson died on the 24th day of March, 1903, leaving a last will and testament which was duly admitted to probate by the surrogate of Kings county. In her will she appointed her husband, Lars Erickson, the defendant’s testator, sole executor and letters were duly issued to him. The will, after directing the payment of the just debts and funeral expenses of. the testatrix, bequeathed to her sister, Amanda Tillman, the plaintiff herein, the sum of $1,000. In the next succeeding paragraph the following disposition was made of her estate:

11 Fourth. I give and bequeath to my beloved husband Lars Erickson all of the rest and remainder of my estate both real and personal to have and to hold the same to him, his heirs and assigns forever, with the understanding that at the decease of the said Lars Erickson all of the estate which he sha.11 derive under this Will which shall then remain by him undisposed of he shall give and turn over to my sister Amanda Tillman.”.

The entire estate of Anna C. Erickson consisted of a house and lot in Brooklyn and $4,500 deposited in the Kings County Trust Company. Lars Erickson administered the estate and paid to the plaintiff the $1,000 legacy and certain other debts and expenses, and his accounts were judicially settled on the 27th day of July, 1904. The balance of said [674]*674personal estate, amounting to the sum of $3,155.19, was directed to be paid over to him, and it was further ordered that upon doing so he be discharged as executor of the last will and testament of Anna C. Erickson, deceased, and freed of and from all responsibility to any person interested in said will on account of his acts and doings thereunder as to the items embraced in said account. Lars Erickson died on February .1, 1914,. leaving a last will and testament, which was duly admitted to probate by the surrogate of Kings county on or about the 16th day of June, 1914. The said will directed' the payment of all the testator’s debts, funeral and testamentary expenses and gave, devised and bequeathed all the rest, residue and remainder of his property, real, personal and mixed and wheresoever situated, to his sister, Christina Jonsson and his sister-in-law, Mathilda Erickson, both residing in Sweden, to be divided equally between them, share and share alike, and appointed the defendant his executor. On or. about the 3d day of February, 1914, the plaintiff herein was duly appointed by decree of the surrogate of the county of Kings administratrix with the will annexed of all and singular the goods, chattels and credits which were of Anna C. Erickson, deceased, left unadministered. On or about the 2d day of April, 1915, the plaintiff individually and as administratrix caused a claim for the sum of $4,655.19 to be presented to the defendant herein who caused a notice to be served rejecting her claim. Thereupon this action was brought upon two causes of action: The first to recover the sum of $3,155.19 upon the theory that the turning over of the said sum to Lars Erickson by himself as executor was with the understanding, duty, obligation and trust imposed upon bim by the 4th paragraph of the will of Anna C. Erickson that on the decease of said Lars Erickson all of the estate of said Anna. C. Erickson which he should derive or receive including the sum of $3,155.19 which remained undisposed of at his death should be given and turned over to said Amanda Tillman individually and become her property, and upon the further theory that the whole of said sum or any unexpended balance thereof that thé defendant may be able to show came into his hands the plaintiff is entitled to receive.

The second cause of action is to recover the sum of $1,500 [675]*675which Lars Erickson borrowed, giving as security his bond and a mortgage covering the premises received by him under the will of his wife, plaintiff claiming that at the time of his death he held both the real estate and the sum of $1,500 so borrowed, subject to the understanding, duty, obligation or trust contained in the 4th paragraph of the will of AnnaC. Erickson,

The learned justice at Special Term has dismissed the complaint as to the first cause of action, holding that upon the date of the receipt by Lars Erickson of the sum of $3,155.19 the said Lars Erickson or his legal representatives became liable to pay over the said sum of $3,155.19 to the plaintiff, except such portion, if any, of said sum as at the decease of said Lars Erickson had been by him disposed of, but that the burden was upon the plaintiff to establish that the property received by the husband from his wife’s estate and for which a recovery is sought was still in the possession of the husband at the time of his death, and inasmuch as it was not shown that the property in the husband’s possession at his death was clearly traceable to the wife’s estate, the complaint should be dismissed as to the first cause of action, but that as the $1,500 borrowed on the real estate was deposited in a bank and still remained there at the time of his death, the plaintiff became entitled to receive this $1,500 upon satisfying and discharging the bond and mortgage given by Erickson for that amount and a lien upon the said real estate. (See 99 Misc. Rep. 539.)

The plaintiff appeals from so much of the said judgment as dismisses her complaint as to the first cause of action, and the defendant appeals from that portion of the judgment that sustains the second cause of action.

The entire controversy in this case involves the construction of the 4th paragraph of the will. I am unable to agree with the construction given to this paragraph by the learned justice at Special Term. It is to be noticed that the residuary estate is given to Lars Erickson to have and to hold the same to him, his heirs and assigns forever. This is an absolute gift of the residuary estate, both real and personal, to Erickson, giving to him the fee of the real estate and the absolute property in the personalty and gives to him by reason thereof unlimited power of disposition of the said property, unless this estate, is qualified or cut down by the remaining portion of the said [676]*676paragraph. It is a well-settled rule that “ Where there is an absolute gift of real or personal property, in order to qualify it, or to cut it down, the latter part of the will should show an equally clear intention to do so, by the use of words definite in their meaning, and by expressions which must be regarded as imperative.” (Clay v. Wood, 153 N. Y. 134, 140.)

Applying this general rule to the clause in question, in my opinion, it clearly does not meet the test. The plaintiff contends that the word “ understanding ” is synonymous with “ agreement ” and annexes a condition upon the gift, which was ratified and adopted by Ericksoil by the taking of the property that he would turn over to the plaintiff any unexpended balance of the estate that remained in his hands at the time of his death. But the word understanding ” as thus used is equivocal and ambiguous. (Barkhausen v. Chicago, M. & St. P. R. Co., 142 Wis. 292; Williams v. Yazoo & Miss. V. R. Co., 82 Miss. 659; 35 Sou. Rep. 169; Black v. City of Columbia, 19 S. C. 412, 419.) It would require the resort to evidence to thus interpret its meaning.

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Bluebook (online)
182 A.D. 672, 169 N.Y.S. 949, 1918 N.Y. App. Div. LEXIS 4452, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tillman-v-ogren-nyappdiv-1918.