Train v. Davis

49 Misc. 162, 98 N.Y.S. 816
CourtNew York Supreme Court
DecidedJanuary 15, 1906
StatusPublished
Cited by9 cases

This text of 49 Misc. 162 (Train v. Davis) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Train v. Davis, 49 Misc. 162, 98 N.Y.S. 816 (N.Y. Super. Ct. 1906).

Opinion

O’Gorman, J.

The action is brought for the sale and partition of real estate. With the exception of a question as to the extent of the share of one of the tenants in common, dependent upon a disputed construction of the instrument, the owners are all in accord and unite in the plain[165]*165tiff’s prayer for a sale and distribution. The only party who opposes the maintenance of the action is the defendant Wetmore, who is occupying the premises under a lease made with a deceased life tenant. He claims that the title to the property is now in the Supreme Court, owing to the death of the trustees, and that the only remedy of the parties in interest is to procure the appointment of a substituted trustee in an appropriate proceeding brought for that purpose; that in this case, where a sale was directed, the persons beneficially interested cannot take the land by election, and that in any event the infancy of one of the beneficiaries and consequent incapacity to elect is an insuperable bar to a reconversion. The rights of the parties are derived through a deed dated October 18, 1862, which conveyed the. land in question to one George T. M. Davis and another, in trust, to apply the income to the use of Willie Davis Train, the daughter of George T. M. Davis, during her life, and thereafter to the use of her daughter Susan during her life, and, upon the death of the life beneficiaries, “to sell the same and to divide the proceeds” equally between the following named children of the said George T. M. Davis, share and share alike, to wit: James Webb Davis, Carey H. H. Davis, Emma Josephine Learned, wife of Parker Crawford Learned, and George T. M. Davis, Jr., and the children of the said Willie Davis Train, said children of Willie Davis Train to have and receive only one equal fifth part of said proceeds and avails of said sale, to be divided between them, share and share alike, so that, in such distribution of such proceeds and avails of said sale, the said children of said Willie Davis Train shall represent her, the said Willie Davis Train; and, in case of the decease of any or either of the above named four children of said George T. M. Davis before the death of both the said Willie Davis Train and Susan Minerva Train, then the heirs at law of such deceased child shall receive the share of such proceeds and avails of sale to which such deceased child would have been entitled if living, such heirs at law to take per stirpes and not per capita. George T. M. Davis, Jr., died before the termination of the life estates. His only heir surviving him was his [166]*166father, George T. M. Davis, one of the trustees, who with his cotrustee died several years before the death of his granddaughter, Susan, the second life tenant, whose death occurred on April 5, 1904, a short time before the commencement of this action. The first question presented is whether the grantors intended to create vested remainders in the children of George T. M. Davis at the date of the execution of the conveyance. It will be perceived that there is no direct devise or gift of the principal of the trust estate. There are no words or provisions which import a present or vested gift, or indicate such an interest. There is merely a direction to divide and distribute the proceeds at the end of two life estates, which brings the case within the rule that, where the only gift is in the direction to pay or distribute, futurity is annexed to the gift, and the remainder is contingent, not vested. Geisse v. Bunce, 23 App. Div. 289; Vincent v. Newhouse, 83 N. Y. 511. It is claimed, however, that the postponement of the payment was for the purpose of letting in two intermediate estates and that this rule is inapplicable; but as was said in Dougherty v. Thompson, 167 N. Y. 485: In determining whether the future gift to a class is postponed to let in the intermediate estate, or in order ultimately to bestow the corpus or remainder upon persons who shall then be living to enjoy it, and cannot be ascertained at the testator’s death, the testator’s intention is as decisive as it is in other questions of construction.” The general rules of construction are not inflexible and must always be subordinated to the primary canon of construction that the intent to be collected from the whole instrument is paramount. The scheme of the trust provisions discloses an intention to vest the title in the trustees during the lives of the two persons named and to limit the gift over to the children of George T. M. Davis and the heirs of any deceased child, who should be alive upon the termination of the life estates. The language employed cannot be construed as a gift over previous to that time. It is expressly provided'that, upon the death of Willie Davis Train and her daughter, Susan, there shall be a sale of the property and that the children of Willie Davis Train shall [167]*167receive one-fifth of the proceeds of the sale. The plain import of this language is that the children of Willie Davis Train then alive shall receive this share. The gift over -could become operative only upon the death of Susan, and she cannot be included among the children who were to share in the distribution of the proceeds of the sale after her death. If it should he held that these remainders vested upon the delivery of the deed, the evident design of the creators of" the trust would be defeated and the estate of Susan would share, after her death, in the distribution which «could not he effected while she lived. The claim of a vested remainder is also negatived by the provision that, in the event of the death of either of the other four children of the trustee before the expiration of the life estates, the heirs of the persons so dying shall receive the share of such proceeds to which such deceased child would have been entitled if living.” The direction to sell the property worked a conversion and the proceeds could not exist until the termination of the precedent estates. That was the time fixed for the distribution, and until then it would he impossible to ascertain who would answer to the description of heirs-at-law of a deceased child. Matter of Baer, 147 N. Y. 348. When George T. M. Davis," Jr., died, his father, the trustee, was his sole heir-at-law; hut the persons who were to succeed to this share were the persons who answered to this description at the termination of the life estates, when the distribution was to occur. They were his surviving brothers and sister and the living descendants of his deceased sister. The parties, therefore, who claim title to this share as devisees under the last will and testament of George T. M. Davis, Sr., must be excluded from participation in the property. The' infant defendant, Gulager, is a grandson of Willie Davis Train and cannot be included in the term her “ children'” as used in the trust deed. There are two children in existence' who answer to the description, and the word cannot be extended to include a grandchild, as there is nothing in the deed indicating an intention to give the word other than its common and ordinary meaning. Matter of Truslow, 140 N. Y. 603. If the word children ” were [168]*168held to embrace grandchildren, it would result, under the direction in the deed that they share equally, in permitting grandchildren, however numerous, to take-equally with children per capita and not per stirpes (Bisson v. West Shore R. R. Co., 143 N. Y. 128), a design which should not be imputed to the creators of the trust in the absence of direct and unequivocal language.

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Cite This Page — Counsel Stack

Bluebook (online)
49 Misc. 162, 98 N.Y.S. 816, Counsel Stack Legal Research, https://law.counselstack.com/opinion/train-v-davis-nysupct-1906.