Trenton Trust & Safe Deposit Co. v. Moore

91 A. 908, 83 N.J. Eq. 584, 13 Buchanan 584, 1914 N.J. Ch. LEXIS 36
CourtNew Jersey Court of Chancery
DecidedAugust 25, 1914
StatusPublished
Cited by14 cases

This text of 91 A. 908 (Trenton Trust & Safe Deposit Co. v. Moore) is published on Counsel Stack Legal Research, covering New Jersey Court of Chancery primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Trenton Trust & Safe Deposit Co. v. Moore, 91 A. 908, 83 N.J. Eq. 584, 13 Buchanan 584, 1914 N.J. Ch. LEXIS 36 (N.J. Ct. App. 1914).

Opinion

Backes, V. C.

The complainant, substituted trustee under the last will and testament of Lydia A. Moore, deceased, prays for instructions and directions as to the proper course to be taken in the distribution of funds, which involves the construction of a portion of the will, which reads as follows:

“Fourth. All the rest and residue of my estate, both real and personal,* I give, bequeath and devise to William S. Gummere, of the city of Trenton, in the county of Mercer and State of New Jersey, his heirs, executors and administrators, upon and for the trusts hereinafter mentioned, that is to say, upon trust that he the said William S. Gummere do and shall pay over all the rents, interest, dividends and annual produce of the said residue of my real and personal estate to my beloved sons Eckford and Charles in equal shares, so long as they, shall live; that upon the death of my son Eckford, said trustee do and shall assign and pay over the one-half part of the said residue of my personal estate, and convey the one-half part of the said residue of my real estate to his daughter Helen B. Moore and to his wife Annie S. Moore, in equal portions; and in case his said wife should die during the lifetime of my said son Eckford then that, at the death of my said son Eckford, said trustee do and shall assign and pay over the said half part of the said residue of my personal estate, and convey the said half part of the said residue of my real estate to the said Helen B. Moore, daughter of my said son Eckford; and in case the said wife of my said son Eckford shall survive him, and his said daughter shall die during his lifetime, then that at the death of my said son Eckford, the said trustee do and shall assign and pay over [586]*586said one-half part of the said residue of my personal estate, and convey the said one-half part of the residue of my real estate to my said son’s said wife Annie S. Moore and to the issue of his said daughter Helen B. Moore in equal shares, the one moiety thereof to the said Annie S. Moore and the other moiety thereof to the issue of the said Helen B. Moore; and in case my said son Eckford shall survive his said wife, and shall die without issue surviving him, then that, at his death, the said trustee shall assign and pay over the said one-half part of the said residue of my personal estate, and convey the said one-half part of the said residue of my real estate to my son Charles and his heirs.”

The trustee was authorized and empowered to make sale of the real estate at public or private sale. All of the parties mentioned in the will survived the testatrix. Both life-right holders are dead. Charles Moore died before Eckford, without issue, testate, leaving his estate to his widow, Eliza A. Moore. Helen B. Moore died in the lifetime of Eckford, her father, without issue and intestate. Eckford Moore was survived by his widow, Annie S., to whom he gave bis estate. Annie S. Moore has since died testate, leaving her property to her sister Cornelia Y. Temple. Lydia A. Moore’s only heirs-at-law and next of kin at the time of her death were her two sons. Descendants of deceased brothers and sisters also survived hex*.

The coxitroversy relates to that portion of the estate which was given to Helen B. Moore, and the propositions submitted for determination are whether she took a vested or a contingent equitable remainder- — contingent upon her surviving her father —and if a vested remainder, whether it was divested by reason of the happening of certain eoixtiixgent events mentioned in the executory gifts. The primary direction to the trustee to pay over and convey the remainder to Helen B. axxd Annie S., the daughter and the wife of Eckford, in equal portions, it will be observed, is a distinct axxd positive gift, absolute ixx terxns, and unconditioned that either Helen or her mother should be living at the death of Eckford, the equitable life-right holder. This disposition is such as to have enabled them at any time the life estate became vacant, which was a certainty, to enjoy the gift. It gave a present right of future enjoyment: the only uncertainty being as to whether they would ever actually enjoy it. That this creates a vested estate is well settled. Security Trust [587]*587Co. v. Lovett, 78 N. J. Eq. 445. It is contended by some of the defendants that the remainder is contingent, because the gift is to be found only in the directions to the trustee to “assign and pay over and convey” at a future time. It clearly appears, however, that the time of payment was postponed for the single purpose of allowing the life-right holder to enjoy the estate. If the postponement of division or payment is merely on account of the position of the property; as, for instance, if there is a prior gift for life, or a bequest to trustees to pay debts, and a direction to pay upon the decease of the legatee for life, or after payment of the debts, the gift in remainder vests at once. Theob. Wills 584; Post v. Herbert’s Executors, 27 N. J. Eq. 540; Howell v. Gifford, 64 N. J. Eq. 180; Potter v. Nixon, 81 N. J. Eq. 338.

Both remaindermen having survived the testatrix, and the gift having immediately vested upon her death, it remains to be considered whether the further provisions of the will and the happening of events worked a divestment. These further and mutually exclusive and conditional directions to the trustee are that he turn over the corpus of the estate upon the death of the life tenant to — (1) Helen B. Moore, if Annie S. Moore predeceases the life tenant; (2) Annie S. Moore and the issue of Helen B. Moore, equally, if Annie S. Moore survives and Helen B. Mooie predeceases the life tenant; (3) Charles Moore and his heirs, if the life tenant should die without issue surviving, and should survive Annie S. Moore. With the first and third we have no concern. The contingencies therein mentioned did not come to pass, because Annie S. Moore survived the life tenant. The second contingency, upon which the gift over was made, exists (Helen B. predeceased her'father without leaving issue), except for the fact that Helen died without issue, and the questions which arise are whether, as to Helen’s share, the testatrix died intestate, or whether all of the contingencies upon which the gift over was based, not having happened or being impossible of performance, the primary disposition to Helen and her mother stands undefeated. The testatrix, undoubtedly, contemplated that Helen B. would die leaving issue, and intended that only in the event of her dying before her father, in the lifetime [588]*588of lier mother, leaving such issue, that the portion of the estate which had been previously given to her should pass from her and to such issue. Helen’s children were to take in substitution. I can regard this executory gift in that light only, and it having failed for want of issue in Helen, the original gift remains unimpaired. 2 Jarm. Wills (R. & T.) 498; Cook v. McDowell, 52 N. J. Eq. 351; Security Trust Co. v. Lovett, supra.

There is another rule of construction supported by formidable authority by which this same result is reached. Helen having died without issue in the 'lifetime of her father, the gift over to her issue is incapable of taking effect. If a devise be made to A., to be divested on a given event in favor of persons unborn or unascertained, it will not be affected by the happening of the event described, unless also the objects of the substituted gift come in esse and.answer the qualification which the testator has annexed thereto. 2 Jarm. Wills (R. & T.) 443.

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Bluebook (online)
91 A. 908, 83 N.J. Eq. 584, 13 Buchanan 584, 1914 N.J. Ch. LEXIS 36, Counsel Stack Legal Research, https://law.counselstack.com/opinion/trenton-trust-safe-deposit-co-v-moore-njch-1914.