Vanderpoel v. Loew

7 N.Y. St. Rep. 304
New York Supreme Court·Decided March 14, 1887·Published·Cited by 1 cases

Opinions

Brady, J.

The object of this action is a construction of the will of Jacob Vanderpoel, who died on the 8th of February 1884, seized and possessed of real and personal property situate in this state. He left him surviving the four children named in the third paragraph of his will, and his granddaughter, provided for in the second paragraph. Of the children, the plaintiff George B. Vanderpoel, is married and has one child, aged nine. Mary Elizabeth Vanderpoel, one of the daughters, is a widow, forty-five years of age and has no issue. Julia Vanderpoel, the other daughter, intermarried with Frederick W. Loew, and, as the issue of such marriage, there are now living two children thirteen and fifteen years of age, respectively. The son Waldron B. Vanderpoel, is thirty years of age and unmarried; Mary Elizabeth Vanderpoel, the grandchild, is seventeen years of age and is also unmarried.

His last will and testament which bears date the ninth day of February, 1882, and which was duly admitted to probate on the_26th of February, 1884, is still contested by some of the heirs although declared to be a valid instrument by the learned judge at the special term. The testator by the first clause of the will directs the payment of his debts and the erection of a monument and then gives and devises all the rest residue and remainder of his estate to his executors in trust for certain purposes namely to set apart $20,000, invest the same in good securities and to collect the income and apply the same in their discretion to the education and support of his granddaughter Mary Elizabeth Vanderpoel, daughter of his son Benjamin W. Vanderpoel, during her minority and thereafter to pay over to her the income absolutely during her natural life free from the [306]*306interference or control of any husband she may have. To invest the rest of his property and pay over one-fourth part of the income thereof to his daughter Mary Elizabeth Vanderpoel and one-fourth part thereof to each of his three other children named, such payments to be made at times to be agreed upon by his executors and his children. The will then provides as follows:

Fourth. Whenever any one of my said children shall depart this life leaving lawful issue, him or her surviving, then my said executors shall set apart one undivided one-fourth part of all the rest, residue and remainder of my estate so invested for the benefit of my children as above mentioned, or in case my said grandchild shall depart this life leaving lawful issue her surviving, then they shall take the said sum of $20,000 so set apart for her benefit, as above set forth, and shall invest the same in the way and manner above mentioned, for the use and benefit of the issues of such deceased child or grandchild, and shall use and employ the rents, issues, proi.ts and income thereof, for its or their maintenance and education, or in case it or they shall be of a sufficient age to justify the same, then to pay over such rents, issues and profits to it or them, until it or they shall respectively arrive at the age of thirty years, when the whole of the principal so set apart as above mentioned, or such part thereof as they may be respectively entitled to (if the issue shall consist of more than one) shall be paid over to it or them. To have and to hold the same to it or them, to its or their sole use, benefit or behoof forever. •
In the event that any one of my said children or my said grandchild shall die without leaving any lawful issue him or her surviving, then the income and profits of my estate to which he or she would have been entitled if living, shall be divided between my surviving children above mentioned and the lawful issue of my deceased child, share and share alike, such issue to take the share to which the parent, if living, would have been entitled, and the principal shall form a part of the common fund to be divided among the lawful issue of my said children whenever such issue shall arrive at the age of thirty years, as above mentioned.

It is urged that these trusts are void as in contravention of the statute relating to perpetuities, suspending, as they are claimed to do, the power of alienation for more than two lives in being. The proposition is that the scheme of the testator was to keep the estate in solido, in the hands of the executors, investing and collecting the income as a whole and paying it out in specific proportions during the lives of the four children named and one grandchild, until as to one or more portions the death of a child leaving issue and the attainment of the age of thirty years by one or more of such grandchildren, and as to the remainder the attainment of that age successively by the surviving grandchildren, issue of the testator’s children successively dying. The appellants feel the necessity of maintaining this proposition in order to drag the trusts into the destroying arms of the statute invoked against them. This view is not to be sustained If there has been any period when, in the interpretation of wills, the intention of the testator could not as a rule be rescued from obscurity and doubt and carried out by proper construction, it has passed away forever.

[307]*307The intention is now the guiding star, and if upon the examination of a will its appears clearly, but its plain and definite purpose is endangered by inapt or inaccurate modes of expression, it is the duty of the court to subordinate the language to the intention, and it may reject words and limitations, or supply or transpose them to determine the correct meaning. Phillips v. Davies, 92 N. Y., 199; Shepard v. Gassner; 41 Hun, 326. And any other rule would, as suggested in the last case cited, frustrate the disposition of his property designed by the testator, and which, if lawful, should be made as directed by him. Here it is evident that he intended the property entrusted should be held in separate shares, and that as to each he meant to create a separate and distinct share. It will have been perceived that he directs the payment of the one-fourth part of the income to each of his children during their respective lives, and he repeats as to each child the payment; for example, one-fourth part to Mary Elizabeth; one-fourth part to my daughter, Julia Vanderpoel Loew, and so as to the others. And, in continuance of this thought, it appears from the fourth paragraph that he provided in the event of any child or grandchild dying without leaving any lawful issue him or her surviving, then the income and profits to which he or she would be entitled if living, should be devided between the surviving children and the lawful issue of any deceased child, share and share alike, such issue to take the share to which the parent, if living would have been entitled, and the principal, it is declared, shall be a part of the common fund to be divided, etc. This reference to the principal is and can be to no other than the share which had previously been given to be held in trust, and, as was said in the Matter of Verplanck, (91 N. Y., 444), although the whole sum is given solido to the executors, and they are required to invest the whole sum, yet each legatee is interested only in his share, and became a tenant as to his interest therein and took distributively and not jointly.

Here, as suggested, the interests are carved out of a single trust, it is true, but are entirely distinct. Whenever the share of any beneficiary vests according to the will and becomes payable, it is the duty of the trustees to pay it over accordingly and the trust as to that share ceases at once. Savage v. Burnham,

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Vanderpoel v. Loew, 7 N.Y. St. Rep. 304 (N.Y. Super. Ct. 1887).

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