Toerge v. Toerge

9 A.D. 194
CourtAppellate Division of the Supreme Court of the State of New York
DecidedJuly 1, 1896
StatusPublished
Cited by3 cases

This text of 9 A.D. 194 (Toerge v. Toerge) 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
Toerge v. Toerge, 9 A.D. 194 (N.Y. Ct. App. 1896).

Opinion

Osborne, J.;

One Maria Elizabeth Stark died January 4, 1880, leaving a last will and testament bearing date May 15, 1879, which has been duly admitted to probate. This action is brought to obtain a judicial construction of the so-called residuary clause of her will.

At the time of making her will the testatrix had two children living, viz., a son, John Neiheisel, then of unsound mind, and a. daughter, Lena, the wife of the defendant Nicholas Toerge.

The testatrix, at, the time of making her will, was the owner of four certain houses and lots in Brooklyn, a house and lot in New York city and certain personal property.

She died seized of said real estate, and also possessed of personal property and cash to the appraised value of nearly $10,000.

By her will the testatrix, after directing the payment of her debts, gave and bequeathed to her son John the -monthly sum of $100 during the period of' his mental incapacity. In case of his fully recovering, then, in lieu of said monthly payments, the testatrix gave and bequeathed “ to him daring his life. the following real property, to wit, the house and lot known by the street number 79 on Myrtle avenue; the house and lot known by the street number 81 on Myrtle avenue; the house and lot known by the street number [197]*197161 on Court street.” The testatrix further provided that, in case her said son died of. the disease he was then afflicted with and shall never have been possessed of the premises aforesaid as hereby provided,” leaving him surviving his present wife, Christina, she should receive a legacy of $4,000. The testatrix appointed -her daughter, Lena Toerge, and her executors or administrators, trustee or trustees for the purpose of making said monthly payments to her said son, and authorized her executor to pay said sum of $100 monthly to her said daughter.

Then followed three legacies of $200 each.

Next, testatrix gave and bequeathed to her “daughter, Lena, * * * during her life, the house and lot known by the street number 180 on Amity street, in the city of Brooklyn, and the house and lot known by the street number 147 on West street, corner of Barclay street, in the city of New York;

“and until the aforesaid John Neiheisel does fully recover from the disease he is now afflicted with, and, in the event of his death, during the lifetime of Lena Toerge, I give and bequeath to her during her life the houses and lots Nos. 79 and 81 Myrtle avenue, and the house and lot No. 161 Court street, all in the city of Brooklyn, New York.

“ I further give and bequeath to her all my jewels, pictures, ornaments, books, household furniture and all other property of whatsoever kind or nature, not hereinbefore'made mention of, absolutely and forever.”

The testatrix appointed Nicholas Toerge to be her executor.

Lena Toerge, the daughter of testatrix, died March 4, 1883, leaving her surviving her husband, Nicholas Toerge, and two sons, viz., George William Toerge, the plaintiff, and Edward P. Toerge, one of the defendants. By her will duly probated she made her husband her sole devisee.

John Neiheisel, the son of testatrix, died December 30, 1884, without surviving issue,, never having recovered his sanity and leaving his widow Christina, to whom the' legacy of $4,090 bequeathed to her has been paid.

The question sought to be determined in this action is, whether the testatrix, by the so- called residuary clause of her will, intended, by the use of the words, “ and all other property of whatsoever kind [198]*198or nature, not hereinbefore made mention of,” to devise to her daughter, Lena Toerge, the' estate in remainder in the said five houses and lots, the life estate in which she had bequeathed to her son and daughter as above set forth, in which event said .realty passed to the defendant Nicholas Toerge under the will of his wife, or whether testatrix died intestate as to said estate in remainder, in which event such realty passed, one-half thereof to the daughter Lena and one-half thereof to the son John, and subsequently on his death to the plaintiff, George William Toerge, and the defendant Edward P. Toerge, the nephews and heirs at law of their uncle, John Neiheisel, subject, of course, to the life estates given by testatrix to her son and daughter.

In construing this so-called residuary clause it is the duty of the court to be governed by the apparent intention of the testatrix, as disclosed by the whole will, as well as to bear in mind the presumption that the testatrix, when she made her will, did not intend to die intestate as to the great bulk of her propertyif, however, such intestacy fairly appears, it is no part of the duty of the court to distribute the property undisposed of, by the insertion in the will of some omitted provision, in order to avoid intestacy.

An examination of that portion of the-will preceding the so-called residuary clause plainly shows, to my mind, that the testatrix desired to provide equally well for her daughter and for her son during their lives, contingent, however, on' her son’s recovery, and that event she plainly contemplated as likely to occur; nowhere can there be spelled out of any portion of the will preceding the so-called residuary clause any intention to expressly favor her daughter at the expense of her son, provided he fully recovered. Net, if the so-called residuary clause is to be construed as showing an intention to devise to her daughter the estate in remainder of her realty, the effect of such a construction would be. to eliminate the impartiality -of the testatrix and to vastly favor her daughter at the expense of her son.

Again, the • testatrix, in the clause making provision for her daughter, gives to her “ during her life ” the two houses and lots designated, and then further provides that until her son John recovers, “ and in the event of his death during the lifetime of Lena Toerge, I give and bequeath to her during. her life ” the [199]*199houses and lots which she had in the previous clause given to her son, in case of his recovery, “ during his life.” Here, in addition to the devise to her daughter for life of the two houses and lots designated, is a provision plainly showing that the testatrix had in her mind the contingency of her son’s death during her daughter’s lifetime, and yet she expressly provides that if such an event should happen, her daughter is then only to have “ during her life ” the houses and lots which have been devised to her son for life in case of his recovery.

It seems hardly reasonable to suppose that had the testatrix intended that her daughter should take the estate in remainder, as well as the life estate, she would have been so particular as to specially limit the interest given her to a life estate, and then, in the very next paragraph of her will, by vague and uncertain language, give to her the estate in remainder. And this conclusion acquires additional force from the fact that when the testatrix was contemplating the contingency of her son dying before her daughter, she should still limit to a 'life estate the interest which her daughter should take in the houses and lots which she had given to her son for life, in case of his recovery.

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Related

In re the Construction of the Will of Thompson
274 A.D. 49 (Appellate Division of the Supreme Court of New York, 1948)
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Bluebook (online)
9 A.D. 194, Counsel Stack Legal Research, https://law.counselstack.com/opinion/toerge-v-toerge-nyappdiv-1896.