Ward v. Stanard

81 N.Y.S. 906
CourtAppellate Division of the Supreme Court of the State of New York
DecidedApril 24, 1903
StatusPublished
Cited by3 cases

This text of 81 N.Y.S. 906 (Ward v. Stanard) is published on Counsel Stack Legal Research, covering Appellate Division of the Supreme Court of the State of New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ward v. Stanard, 81 N.Y.S. 906 (N.Y. Ct. App. 1903).

Opinion

GOODRICH, P. J.

The plaintiff is a substituted trustee under the will of Caroline M. Stanard, deceased, and the defendants constitute all the persons who claim to be interested in her estate. The parties have submitted to this court the determination of a controversy as to the construction of a part of the second paragraph of the will of Mrs. Stanard, dated in 1856, which reads as follows:

“To my beloved son John Beverly Stanard X give and bequeath one-third of my estate, real and personal, bonds, stocks and funds invested, for his use, benefit and profit, for the term of his natural life, at his death I leave to his first daughter Caroline Chew Stanard five thousand dollars, the balance of his portion of my estate at his own entire disposal.”

Mrs. Stanard died in 1865, and her will, which says that it “is written with my own feeble hand,” was probated in the office of the surrogate of the county of New York. It divided her whole estate into three equal portions among her three children, Ann E. Grinnell, John B. Stanard, and Maria L. Swords. Ann died without issue in 1858, and the testatrix in the same year added a codicil to the will, dividing her portion of the estate between John and Maria. Maria died, leaving children, in 1898, after John, who died in January of the [908]*908same year. He resided in Virginia, never in this state, and left a will wholly written and signed by himself, without witnesses. It reads as follows:

“I John B. Stanard of the town of Berryville and state of Virginia do make this will and testament, and in the exercise of the power of appointment conferred upon me by the last will and testament of my late mother, Mrs. Caroline M. Stanard, over that portion of her estate devised and" bequeathed to me for my natural life, I hereby appoint and give to my wife, for her own absolute use after my death, the whole of the property, both real and personal, given to me by the will of my mother for the term of my natural life, with power of appointment as aforesaid.
“Witness my hand and seal this 20th day of November, 1897.
“[Signed] . John B. Stanard. [Seal.]”

This will was admitted to probate in Virginia in March, 1898, under the statute of that state which provides that:

“No will shall be valid unless it be in writing and signed by the testator, or some other person in his presence and by his direction, in such manner as to make it manifest that the name is intended as a signature; and moreover unless it be wholly written by the testator, the signature shall be made or the will acknowledged by him in the presence of at least two competent witnesses present at the same time; and such witnesses shall subscribe the will in the presence of the testator, but no form of attestation shall be necessary.”

The estate of Caroline consisted wholly of personal property, which has always been within this state, and is now in the custody of the plaintiff, who, after he became trustee, paid one-half of the income to John during the remainder of his lifetime. John died without issue, leaving his widow, Susan L. Stanard, to "whom letters of administration were issued by the county court of Clarke county, Va., in April, 1898. She claims that her husband’s will “is a valid appointment, bequest, and disposition to her of the whole of that portion of the estate of the said Caroline M. Stanard which was devised and bequeathed by her will to the said John B. Stanard, and of which the income was paid to him in his lifetime as aforesaid; and she thereupon claims one-half of the trust funds now in the hands of the said trustee.”

The other parties defendant are the executor, legatees, heirs at law, and next of kin of Maria, and they claim the whole corpus of the trust fund in the hands of the trustee, upon the grounds that the testatrix intended to give John merely a life estate in one-half of her estate, with a power of appointment at his death; that the intended life estate was not changed into a fee by the Revised Statutes ; that his attempted execution of the power was defective; that equity will not aid this defective execution of the power; and that his one-half portion reverted on his death to the next of kin of the testatrix. We are called upon to decide between these conflicting claims.

Mrs. Stanard, the widow of John, contends that the expectant legacy of $5,000 given to Caroline Chew Stanard, daughter of John, lapsed by the death of the legatee during the life of her father, but did not become a part of the residuum of the estate; that it fell back into the fund, out of which it was to be taken only in case Caroline survived her father, and is to be dealt with as if it had never been [909]*909otherwise disposed of than in the' legacy to John. The other defendants claim that the legacy lapsed by the death of Caroline Chew Stanard during the lifetime of her father, and contend that as the will contains no residuary clause, and makes no provision for the devolution of the legacy in case of its lapse, the testatrix, as to this amount, died intestate, and the amount is to be divided equally between John and Maria; and they concede that Susan, under the will of her husband, became entitled to his moiety of the $5,000.

Let us start with the principle that the law favors a construction of a will that will prevent partial intestacy. Vernon v. Vernon, 53 N. Y. 351; Stokes v. Weston, 142 N. Y. 433, 37 N. E. 515. English v. Cooper, 183 Ill. 203, 55 N. E. 687, cites with approval the strong language in 2 Redfield on Wills, 235:

“The idea of any one deliberately purposing to die testate as to a portion of bis estate, and intestate as to another portion, is so unusual in the history of testamentary disposition as to justify almost any construction to escape from it.”

The principle was also approved in Woman’s Union Missionary Society v. Mead, 131 Ill. 33, 23 N. E. 603.

There can be testacy of the $5,000 only by holding that the legacy fell back into the portion out of which it would have been taken if Caroline Chew Stanard had survived her father.

It is not at all doubtful that the testatrix intended to divide her estate equally between John and Maria, and it is her intention for which we are searching. If we hold that the lapsed legacy fell back into John’s portion at Caroline’s death, the equality intended by the testatrix will be exactly preserved. The law favors equality among children in the distribution of estates. Stokes v. Weston, supra.

There is a manifest and logical distinction between a legacy charged on a devise and a legacy excepted from a devise, and the reason is apparent. When a legacy is charged upon land, and the legacy lapses, the legacy sinks into the devise, and the devisee takes the land free from any charge thereon, for the gift to him in the first instance was of the whole; and being thereafter modified or changed, and-the modification failing, the gift remains complete as at first. But where a legacy is excepted from the devise a lapse of the legacy does not inure to the benefit of the devisee, for the reason that he never had a complete gift of the whole interest. 18 Am. & Eng. Ency. (2d Ed.) 766, 767, where cases are cited in support of the two principles. The same rule is applicable to personal estate. The question, therefore, is whether the testatrix intended to make the $5,000 legacy to Caroline Chew Stanard a charge upon John’s share, or whether she intended to except it from such share.

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Bluebook (online)
81 N.Y.S. 906, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ward-v-stanard-nyappdiv-1903.