Wellbrock v. Roddy

169 A.D. 251, 15 Mills Surr. 439, 154 N.Y.S. 830, 1915 N.Y. App. Div. LEXIS 9092
CourtAppellate Division of the Supreme Court of the State of New York
DecidedJuly 30, 1915
StatusPublished
Cited by1 cases

This text of 169 A.D. 251 (Wellbrock v. Roddy) 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
Wellbrock v. Roddy, 169 A.D. 251, 15 Mills Surr. 439, 154 N.Y.S. 830, 1915 N.Y. App. Div. LEXIS 9092 (N.Y. Ct. App. 1915).

Opinion

Thomas, J.:

The executors of Henry Wellbrock, purporting to execute a power of sale, conveyed land to each of the appellants. The plaintiff is an heir at law of the decedent and one of the devisees of the remainder and seeks to set aside the conveyances, to partition the land conveyed and other property and to compel the executors to account. The appeal is from a judgment overruling demurrers to the complaint upon the ground that it does not state a cause of action against the purchasers, and that it improperly joins causes of action. The will, among other things, gives the residue of decedent’s real estate to the executors in trust to receive and to collect the rents and profits, pay the taxes, interest on mortgages and insurance, etc., and thereafter pay to the widow during her life the annual sum of $720 for the support of herself and unmarried daughters living with her, as well as for their education, or in case there be not such dependence of unmarried daughters, to pay her the annual sum of $480. It further directs the executors to apply the remainder of said rents, with interest thereon, towards paying my just and lawful debts and paying and discharging all or any mortgages which are liens on any of my property,” and to accumulate a fund for that purpose by depositing the rents as directed. The parties agree that the provision for accumulation is void, and the court correctly decided that it should be paid to the testator’s children. They were presumptively entitled to the next eventual estate. The 6th clause of the will directs that upon the remarriage or death of the widow the executors shall convert the whole estate into cash and divide the net cash assets among the testator’s children, share and share alike, with a substitutionary provision for the issue of a child dying. The obvious purpose of that power of [253]*253sale was to facilitate distribution. But a larger, though maybe not unlimited, power was given by the 8th subdivision of the will, “ For the purpose of carrying out the provisions of this, my will, ivithout being in contravention of the same, I authorize and empower my qualifying executors * * * to sell and convey at any time all and any piece of my property when, in their judgment, they shall deem it necessary and advisable,” and to execute necessary instruments of conveyance. The amended complaint alleges that the conveyances were made for no purpose provided for by the will, and in contravention thereof; * * * of all of which facts in this paragraph alleged, each of the defendants * * * had notice.” It would have been sufficient to decide that, as the demurrer admitted that the grant was in contravention of the will and the grantee had notice of it, the grant is void in each instance. The appellants contend that the trustees had the discretion to determine (1) whether the sale was necessary for the purposes of carrying out the terms of the will; (2) when the sale should be had. Admitting that for the moment, the sale could not be valid if the grantee had notice that the sale was in contravention of the will. It would have been sufficient for the trial court to stop there, and overrule the demurrer. But it went farther and decided that the executors had no discretion to determine with finality whether the purpose of the will demanded the sale, that under the allegations of the complaint such purpose was not subserved, that the conveyance was at the risk of the grantee, and that he was not protected by the exercised discretion of the trustees. That conclusion may be examined. The power is given to carry out the provisions of the will. It is quite unnecessary to say that in terms, as it would be a necessary implication. Nothing effective is added by the further words, ‘ ‘ without being in contravention of the same.” The power could not be exercised for the purposes of the will and be at the same time in contravention of it. The authorization to the executors is to sell “ at any time all and any piece of my property when, in their judgment, they shall deem it necessary and advisable. ” The respondent proposes, as I understand, that the executors may decide at what time it is necessary and advisable to sell, but [254]*254cannot decide whether any purpose of the will makes it necessary and advisable. If their discretion is limited to the mere time of selling, the word necessary ” is used with scant propriety. For, when the executors decided that the day is at hand when it is necessary to sell, they must determine the exigencies of the estate on that day. If the purposes of the will demand that the property be sold in whole or in part, nothing is gained by authorizing the executors to decide at what time it is necessary to sell. It would be useful to permit them to pass upon the advisability of selling at a particular date, even though they could not pass upon the necessity of selling. But where they are to decide when it is necessary to sell, they thereby must pass upon the necessity of selling at all. Does the will mean that the question whether any sale is necessary depends upon facts which the executors cannot consider and decide ? How could executors intelligently and conscientiously make a sale without considering the facts and deciding upon necessities of the estate and whether some of the land must be sold ? Of course they must do so. But even if they must consider and decide, does their decision have no force even in behalf of a bona fide purchaser ? Must he also investigate the condition of the estate, consider its necessities and whether they are such as to authorize the executors to sell ? If that be so, of what use is the decision of the executors ? Indeed, of what use the investigation of the purchaser, if the Court may decide that he made erroneous conclusion and that the executors decision decides nothing whatever, except as to the time of sale ? That would make the power of sale a mere trap for the best-intentioned purchaser, and practically renders the land unmarketable, for no one would purchase at a provident price if the title depend upon, may be, complicated extrinsic facts of which there is no arbiter except the court. A will should read plainly to that effect if such was the purpose. While it is, perchance, possible to relate the word necessary ” solely to the time of selling, it is difficult to believe that the testator intended to use it in such restricted sense. I think that he meant to say that the executors should sell the land in whole or part when they deemed it necessary and advisable. As I [255]*255have said, the sentence would have the same meaning if there were entire omission of the words “for the purpose of carrying out the provisions of this, my will, without being in contravention of the same. ” The cases instanced by the respondent are lacking in the essential element that no discretion to determine the necessity of selling is confided to the grantees of the power! In Griswold v. Perry (7 Lans. 98) the trustees were authorized to sell only in case of deficiency of income to support the testator’s daughters, and it was decided that a conveyance under the power was void, as it appeared that there was no such deficiency. But the will did not give the trustees any apparent authority to determine the fact. In Briggs v. Davis (20 N. Y. 15) the grantees of land in trust for creditors reconveyed to the grantor by deed which erroneously recited that the trusts had been executed. It was decided that a mortgage of the land by the debtor for a valuable consideration was void as against the trustees and those claiming under them. This was merely an attempt by a trustee and the maker of the trust to convey in contravention of it.

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Bluebook (online)
169 A.D. 251, 15 Mills Surr. 439, 154 N.Y.S. 830, 1915 N.Y. App. Div. LEXIS 9092, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wellbrock-v-roddy-nyappdiv-1915.