Wager v. . Wager

89 N.Y. 161, 1882 N.Y. LEXIS 204
CourtNew York Court of Appeals
DecidedMay 30, 1882
StatusPublished
Cited by81 cases

This text of 89 N.Y. 161 (Wager v. . Wager) is published on Counsel Stack Legal Research, covering New York Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wager v. . Wager, 89 N.Y. 161, 1882 N.Y. LEXIS 204 (N.Y. 1882).

Opinion

Eapallo, J.

The plaintiffs are next of kin and heirs at law of William Wager, deceased, and claim to be entitled to share in his residuary estate which, as they allege, is undisposed of by his will. The defendant, Eliza H. Wager, is the widow and executrix of the testator, and has taken possession of all the property and estate which he had at the time of his death, and claims to hold and own the same' in her own right, to the exclusion of the plaintiff and other heirs and next of kin, and claims that by said will the whole of said property and estate belongs to her as devisee and legatee, absolutely.

By the first clause of the will the testator bequeaths to his wife $4,000, “ to have the use and control of the said sum of $4,000 during the term of her natural life, and in case the interest of the said $4,000 shall not be sufficient to support and maintain her, then she is to have the privilege and the right to use so much, from time to time, of the principal of the said $4,000 as .she shall deem sufficient to support and make her comfortable,” and said bequest is to be in lieu of dower.

*165 By the second clause the testator devises and bequeaths to his daughter Susie E. Wager all the remainder of his real and personal estate, and also whatever amount shall remain or be left by his said wife, at her death, of the said sum of $4,000.

Then follows the provision upon which the present controversy arises, which is in the following words: “ But in case my daughter, Susie E. Wager, shall die leaving no issue, before the death of my wife, then in that case all the property, both real and personal, that shall l>e left hy my daughter at her death which shall Toelong to me at my death, I give, together Avith what shall remain from the above-mentioned $4,000, devise and bequeath to my beloved wife Eliza H. Wager, to her use, her heirs and assigns forever.”

The testator’s daughter Susie died three days before the testator, and the plaintiffs contend that the residuary bequest to her, lapsed by her death, and that the bequest in remainder to the widow did not take effect, such bequest being of all the property, etc., “ that shall be left by my daughter at her death which shall belong to me at my death. ” That consequently the testator died intestate as to all but the $4,000 given to his widow, and the residue descended to his heirs and next of kin. The widow, on the other hand, claims that the terms of the bequest of the residue are sufficient to entitle her to take.

The testator left real estate of the value of about $2,000, and personal estate to the amount of- about $10,000. All his heirs and next of kin are parties to the action, and the plaintiffs ask judgment construing the will, and that it be determined Avhether, under the provisions thereof, the widoAV is entitled to all the estate of the testator, or whether all but the $4,000 should be distributed according to law, and for such other or further relief or judgment as may be proper.

If the court should sustain the construction claimed by the plaintiffs, it could undoubtedly, under this complaint, require the executrix to account for the personal estate in this action or remit the parties to the ordinary proceedings in the proper Surrogate’s Court for an accounting.

*166 The complaint was dismissed in the court below on the sole ground, as stated in the conclusion of law of the trial judge, that the court had not jurisdiction to declare and adjudge the construction of the will of said William Wager, deceased, in this action.

This conclusion cannot, in our judgment, be sustained. The defendant, Eliza H. Wager, has possession of all the personal estate left by the testator, and has the legal titje thereto in her capacity as executrix. The object of this action is to fasten upon a portion of that property a trust in favor of the plaintiffs, and other next of kin, which trust is denied by the executrix, who claims absolutely and in her own right, the equitable as well as the legal title to the property. The jurisdiction of equity over trusts gives it authority to construe wills, whenever necessary to control or guide the action of a trustee, and there can be no clearer case for the exercise of that jurisdiction than where the trustee denies the existence of the trust, and claims’ the right to appropriate the trust property to his own use. An executor is always a trustee of the personal property of the testator and can be called upon to account therefor as such in a court of equity, even though no éxpress trust be created by the will.

So far as the property is effectually disposed of by the will, the executor holds it in trust for the legatees or beneficiaries, and, according to the law of this country, if there is any part of such property or any interest therein not effectually disposed of by the will, he holds it in trust for those who are entitled to it under the statute of distributions. (Bowers v. Smith, 10 Paige, 193 ; 1 Williams on Executors, 294; 2 Story’s Eq. Jur., § 1208; Hays v. Jackson, 6 Mass. 153.)

Any person claiming an interest in the personal estate of the testator, either as legatee under the will, or as entitled to it under the statute of distributions, may file a bill against the •executors to settle the construction and ascertain the validity of the provisions of the will, so far as the complainant’s interest is concerned, and to enable him to obtain from the executors such portions of the estate as he is either legally or *167 equitably entitled to. (Bowers v. Smith, 10 Paige, 200.) As all trusts are the peculiar objects of equitable cognizance, courts of equity will compel the executor to perform his testamentary trusts with propriety. Hence, although in those courts, as well as in courts of law, the seal of the court of probate is conclusive evidence of the factum of a will, an equitable jurisdiction has arisen of construing the will in order to enforce a proper performance of the trusts of the executor. The courts of equity are consequently sometimes called courts of construction in contradistinction to the courts of probate. (1 Williams on Ex. 294; Hayes v. Hayes, 48 N. H. 219; Redfield on Wills, 495.)

There is no more common instance of the interposition of the Court of Chancery in England to construe wills of personal estate and declare an executor to hold as trustee, than the very case now before us; that is, where an executor claims to take the residuary estate in his own right, in hostility to the claim a of the next of kin. By the English law executors take beneficially as well as nominally, all the personal estate not effectually disposed of by the will, where there is nothing in the will to the contrary, but courts of equity lay hold of any circumstances which may rebut the presumption of such a gift to the executor, and the books are full of cases where equity has interposed to construe the will in this respect, many of which cases are very analogous to the present one. In Bishop of Cloyne v. Young (2 Ves. Sr. 91), the testator, after making various legacies, gave and bequeathed the remainder of his estate, real and personal, without saying to whom.

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Bluebook (online)
89 N.Y. 161, 1882 N.Y. LEXIS 204, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wager-v-wager-ny-1882.