United States Security Trust Co. v. Petrillo

129 Misc. 15, 220 N.Y.S. 635, 1927 N.Y. Misc. LEXIS 863
CourtNew York Supreme Court
DecidedMarch 10, 1927
StatusPublished

This text of 129 Misc. 15 (United States Security Trust Co. v. Petrillo) 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
United States Security Trust Co. v. Petrillo, 129 Misc. 15, 220 N.Y.S. 635, 1927 N.Y. Misc. LEXIS 863 (N.Y. Super. Ct. 1927).

Opinion

Heffernan, J.

This is an action for the partition of real property located on Church street in the city of Amsterdam. The facts are not in dispute. The controversy here is as to whether the plaintiff has any interest in the premises. This depends upon the construction of paragraph 2 of the will of Jane G. Taintor, reading as follows:

I give, devise and bequeath all my right, title and interest in the real estate located in the Town of Columbia, Connecticut, and in all the personal property, except money and securities which shall be in the camp on said real estate at the time of my death, and all my right, title and interest in that part of my estate, both real and personal, located in the Town of Amsterdam, County of Montgomery, and State of New York, which I received from the estates of my father and my mother to those of my sisters, H. Kinney Bennett, Delia B. Kline and Anna F. Bennett, who shall survive me, absolutely and in fee simple, as tenants in common of said real estate and as equal sharers of said personal estate, or all of said property, to the survivor should but one of said sisters be living at the time of my death.”

The plaintiff, a banking corporation organized under the laws of the State of Connecticut, is the executor and trustee of the will and by the 4th paragraph thereof the residuary estate is devised and bequeathed to it, in trust, for the purposes therein specified, [17]*17and it is under that clause that the plaintiff alleges that it is the owner in fee of a one-half interest in such premises and that the defendant Fetrillo is the owner of the remainder.

On January 18, 1861, Almiria Bennett acquired title to this property, consisting of a lot of land upon which was erected a one-family house. From the time of its acquisition the owner and her husband used these premises as a homestead until their respective deaths. The wife survived her husband and she died intestate on January 1, 1894, leaving four daughters, Jane, Delia, Hannah and Anna, the sole issue of this union. In 1869, Jane married Henry E. Taintor and, thereupon, removed to Hartford, Conn., where her husband died in 1904. Delia was united in marriage to one Kline and established a residence elsewhere. Hannah and Anna never married and occupied the parental home until their decease. At the time of her death Mrs. Bennett was also seized of the real property known as 17 Market street in the city of Amsterdam. All the real estate descended to the daughters, each taking an undivided one-fourth interest therein. The only personal property which came to the children from their parents was the household furniture.

On June 14, 1914, Jane and Delia made a gift of their interest in the premises involved in this litigation to their sisters, Hannah and Anna.

On March 2, 1922, Hannah died, leaving a will by the terms of which she devised all her interest in this property to her sister Anna. Anna died intestate on October 1, 1922, and upon her death title to these premises vested in Jane and Deha, each becoming the owner of an undivided one-half interest therein.

On June 6, 1921, Jane executed her last will and testament. It is conceded that paragraph 2, in dispute, is copied from a former will executed prior to June 14, 1914, being the date when" Jane and Delia transferred their interest in these premises to their sisters.

On April 11, 1925, Jane and Delia disposed of the Market street property.

The relationship existing among these sisters throughout their lives was extremely cordial and friendly. The camp, spoken of in this paragraph of the will, was .common property and was occupied by all as a place of recreation. After marriage Jane and Delia frequently visited their sisters. About 1920 they returned to Amsterdam with the intention of spending their declining years in the old homestead. Jane was actually living there when this will was made and her death occurred at that place on June 26, 1925. Her will was admitted to probate in the Probate Court [18]*18at Hartford, Conn., on July 2, 1925, and an exemplified copy thereof was filed in the office of the surrogate of the county of Montgomery and the will recorded in the office of the clerk of that county on October 26, 1925. Her total estate amounted to $57,000, including her interest in this property which had a net valuation of $3,000. Practically all the property which she owned came to her from the estate of her husband with the exception of the Amsterdam property which came to her from her immediate family. The remaindermen named in the 4th paragraph of her will are all of the blood of her deceased husband.

In the description of the property in Jane’s will which came to her from her father and mother, she locates it in the town of Amsterdam. It is admitted that neither Jane, nor her parents, ever had title to any real estate in the town of Amsterdam. When her mother acquired the premises in question, they were part of the then village of Amsterdam. Later, by legislative act, the village was incorporated as, and is now, part of the .city of Amsterdam.

On October 24, 1925, Delia, on the theory that she succeeded to Jane’s interest in this property under the will of the latter, conveyed the entire premises to the defendant Petrillo. Petrillo and wife, on October 31, 1925, delivered to the defendant Catherine C. Dealy a mortgage on the premises to secure a loan of $10,000. On January 6, 1926, the same defendants gave to the defendant Kahn a mortgage on the same property to secure a loan of $2,000.

The defendants assert that upon the death of Jane, Delia became the absolute owner of this property and they base that contention upon section 14 of the Decedent Estate Law, which reads as follows: “ Wills of real estate, how construed. Every will that shall be made by a testator, in express terms, of all his real estate, or in any other terms denoting his intent to devise all his real property, shall be construed to pass all the real estate, which he was entitled to devise, at the time of his death.”

At the time of the making of her will the decedent did not own any portion of the homestead property. She had theretofore given to her sisters the one-fourth interest which came to her upon the death of her mother. At the time of her death, however, she was vested with a half part thereof which came to her as an inheritance from her deceased sister, Anna. In construing her will it is, therefore, necessary to determine the effect of section 14 of the Decedent Estate Law quoted above.

At common law a devise, although general in its terms, passed the title only to real property which the testator owned at the time of its publication and did not carry that which he acquired [19]*19subsequently to its execution. As to personalty the rule was otherwise. The rule of the common law in this State was abrogated by statute (2 R. S. 57, § 5; R. S. pt. 2, chap. 6, tit. 1, art. 1, § 5) which is the source of our present section 14 of the Decedent Estate Law. It makes the devise to speak as of the time of the testator’s death and all his estate, which he then owns and could devise, is comprehended in the disposition. It is interesting to note that the English Statute of Wills (32 Henry VIII, chap. 1, and 35 Henry VIII, chap. 5) became a part of the law of this State upon the adoption of the Constitution of 1777, and was subsequently re-enacted by statutes passed in 1787 and in 1813.

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Bluebook (online)
129 Misc. 15, 220 N.Y.S. 635, 1927 N.Y. Misc. LEXIS 863, Counsel Stack Legal Research, https://law.counselstack.com/opinion/united-states-security-trust-co-v-petrillo-nysupct-1927.