Trenton Trust & Safe Deposit Co. v. Sibbits

49 A. 530, 62 N.J. Eq. 131, 17 Dickinson 131, 1901 N.J. Ch. LEXIS 56
CourtNew Jersey Court of Chancery
DecidedJune 3, 1901
StatusPublished
Cited by6 cases

This text of 49 A. 530 (Trenton Trust & Safe Deposit Co. v. Sibbits) 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. Sibbits, 49 A. 530, 62 N.J. Eq. 131, 17 Dickinson 131, 1901 N.J. Ch. LEXIS 56 (N.J. Ct. App. 1901).

Opinion

Heed, V. C.

The single question left open for decision is whether section 34 of the act concerning wills is operative in cases of a gift to a class of persons. The question arises under the will of John Barnett, deceased. In item 8 he provides

“the remainder of the income of my estate, during the life of my wife, I give and bequeath as follows: one-third part thereof to my sister Achsah Sibbits, and in case of her death before the decease of my wife, the money to go to her children; one-third part thereof to the children of my deceased sister Diademma Doughty; and one-third part thereof to the children of my deceased sister Mary Ann Ulerick.”

Item 9 provides

“upon the death of my said wife, then I direct my said stores and dwelling-house to be sold, and the proceeds thereof, together with all other property belonging to my estate not herein disposed of, I give and bequeath as follows:
[132]*132“1. $1,000 thereof to each child of my deceased sister, Mary Ann Ulerick, who shall be living at the date of distribution.
“2. One-half of the income of the remainder to my sister Achsah Sibbits, during her life, and at her decease the principal to go to her children share and share alike. And in case of the death of any child, leaving issue living at the time of distribution, such issue to take the parent’s share.
“3. The balance to go to the children of my deceased sister Diademma Doughty, share and share alike.”

The testator died June 6th, 1897. Mary Ann Hoffman, one of the children of testator’s sister Diademma Doughty, died in the month of March, 1896, leaving surviving her as children Lillian P. Cook and Mary S. Hankins.

The question presented is, -whether Lillian P. Cook and Mary S. Hankins take the share of testator’s estate which Mary Ann Hoffman would have taken had she survived the testator.

Without statutory intervention or express testamentary direction, it is entirely settled that, upon the death of a legatee before the testator, the share which would have gone to such legatee if he had survived the testator falls into the residue.

In the case of a gift to a class, where, upon the death of one or more of the members- of the class before the testator, the remaining members will take the entire gift equally, no lapse-occurs unless all the members of the class predecease the testator.

That the bequest to the children of Diademma Doughty was-a gift to a class is entirely clear. Gordon v. Jackson, 13 Dick. Ch. Rep. 166.

Nor will the direction that the gift shall go to the children, share and share alike, destroy the class.

/The gift is to such of the children as are alive at the death’ of the testator, no other date for ascertaining the members of the class having been fixed by the testator. It is therefore those who survive the testator who are to take, share and share alike.

“Thus [says Ml'. Jarman], if property be given simply to tlie children, or to the brothers and sisters of ‘A,’ equally to be divided between them, the entire subject of gift will vest in any one child, brother or sister, or in any larger number of these objects surviving the testator, without regard to previous deaths.” 1 Jarm. Wills § 311.

The right of the surviving members of the class is to take-[133]*133the gift; or, more accurately, the object.of the gift is the surviving children as a class, without regard to those who had died before the testator. Gifts of this kind are removed from the operation of the ordinary rule embracing lapsed legacies and devises.

Unless this gift, therefore, to the children of the sister of the testator, who form a class, is within the operation of the thirty-' fourth section of the act concerning wills, the surviving children of the deceased sister will take the entire gift to the class, share and share alike.

The original act for the prevention of lapses was passed in 1824. P. L. of 1824 p. 174. It is in these words:

“Whensoever any estate of any kind shall .or may be devised or bequeathed by the testatment and last will of any testator or testatrix to any person being a child or other descendant of such testator or testatrix, and such devisee or legatee shall, during the life of such testator or testatrix die testate or intestate, leaving a child or children, or one or more descendants of a child or children who shall survive such testator or testatrix, in that case such devise or legacy to such person so stated as above mentioned and dying in the lifetime of the testator or testatrix shall not lapse, but the estate so devised or bequeathed shall vest in such child or children, descendant or descendants of such legatee or devisee, in the .same manner as if such legatee or devisee had survived the testator or testatrix and had died intestate, but this provision shall not apply where the testator or testatrix shall by the said will or codicil thereto, or other instrument, have otherwise directed in regard to the children or descendants of the said devisee or legatee dying as aforesaid.”

This act was amended in 1887, so that its provisions were extended to a devise or bequest of a brother or sister, or any descendant of a brother or sister, of a testator or testatrix. Gen. Stat. p. 3763 § 34.

There is to be found a statute in England and several statutes in other states designed to effect a purpose entirely like or somewhat similar to the New Jersey statute. In respect to the effect of these statutes upon gifts to classes, there is considerable contrariety of view.

The statute of Ehode Island declares '

“that where any child, grandchild or relation, having a devise or bequest of real or personal estate, shall die before the testator, leaving lineal de[134]*134scendants, such descendant shall take the estate, real or personal, in the same way and manner such devisee would have taken had he survived the testator.”

The supreme court of Rhode Island, in Moore v. Diamond, 5 R. I. 128, held “that in the case of a devise to a class, one member of which died before the testator, the statute vested his interest in his lineal descendants in the same manner as if he had survived the testator and then died.”

The Massachusetts statute provides

“that when a devise of real or personal estate is made to any child or other relation of a testator, and the devisee shall die before the testator, leaving issue surviving the testator, such issue shall take the estate so devised in the same manner as the devisee would have done if he had survived the testator.”

In Moore v. Weaver, 16 Gray 305, the supreme court of Massachusetts adopted the construction which had been given to the same devise by the Rhode Island court, in Moore v. Diamond, supra. This construction was reaffirmed, without discussion, In re Stockbridge, 145 Mass. 517.

The Michigan statute is like that of Massachusetts, and has received a similar construction. Strong v. Smith, 84 Mich. 567.

The Maine statute provides

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Bluebook (online)
49 A. 530, 62 N.J. Eq. 131, 17 Dickinson 131, 1901 N.J. Ch. LEXIS 56, Counsel Stack Legal Research, https://law.counselstack.com/opinion/trenton-trust-safe-deposit-co-v-sibbits-njch-1901.