Woolsey v. Woolsey

85 A. 595, 81 N.J. Eq. 54, 1912 N.J. Ch. LEXIS 9
CourtNew Jersey Court of Chancery
DecidedNovember 26, 1912
StatusPublished

This text of 85 A. 595 (Woolsey v. Woolsey) is published on Counsel Stack Legal Research, covering New Jersey Court of Chancery primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Woolsey v. Woolsey, 85 A. 595, 81 N.J. Eq. 54, 1912 N.J. Ch. LEXIS 9 (N.J. Ct. App. 1912).

Opinion

Stevenson, V. C.

It is agreed by counsel that all the questions raised by the pleadings in this cause have been disposed of with the exception [55]*55of the one herein to be considered. The solicitors of all parties interested have also by an ample stipulation submitted the said question to the determination of this court, without regard to the technical form of the pleadings.

The subject-matter of this controversy is presented by the pleadings and the sharp question argued by counsel, and submitted as aforesaid, is distinctly put to the court in the cross-bill filed by the executors, to which cross-bill the defendant Virginia M. Woolsey alone was called upon to answer. The stipulation signed by the solicitors of all the parties in this cause makes the decision of the issue presented by the cross-bill and answer thereto of the defendant Virginia M. Woolsey binding upon all the parties.

The testator, Charles A. Woolsey, resident in Hudson county, New Jersey, made his mil June 14th, 1894, and made a codicil, which throws some light upon this controversy, on November 20th, 1894.

The testator died July 4th, 1895, leaving him surviving as his next of kin, his daughter Alice Woolsey, now deceased, his infant grandson Herbert W. Woolsey, now deceased, and also leaving a sister of the whole blood, Sarah A. Newell, and two brothers of the half blood, Frank Woolsey and Eugene Woolsey; and also leaving a daughter-in-law, the defendant Virginia M. Woolsey, widow of the testator’s deceased son Herbert and mother of the said infant grandson Herbert W. Woolsey. The family relations of the testator were- the same at the time of the making of the will and at the time of his decease. There seem to be no other facts or circumstances existing at the time of the making of this will which throw any light upon the question of construction to be decided in this cause;, excepting that the testator was a man of substantial fortune, a large part of which was invested in a paint and oil business, which subsequently failed. The will, after making certain comparatively small bequests, which have a bearing upon the controversy in this cause to be hereinafter noticed, gives, devises and bequeaths all the residue of the testator’s estate of every kind to his executors and trustees, and the survivors and survivor of them, their heirs and assigns in trust, nevertheless, for certain specified uses [56]*56and purposes. It may well be noted here that the entire residue of this estate, after taking out legacies which constituted a small' proportion of it, is vested in these executors and trustees, and thereupon the further provisions of the will are occupied with directions as to the parties to whom the estate shall be paid by these trustees. The executors hold the residue of the estate under the terms of this will, and they are to pay it out- as the will directs. The takers oC the fund do not take by intestacy,

The residue constituting the trust fund was disposed of for the support and benefit of the testator’s daughter Alice Woolsey and his grandson Herbert W. Woolsey. Provision was made for the death of this daughter and grandson before the grandson should arrive at the age of twenty-one years, which provision shows that the testator contemplated- the probability of a considerable period of year's during which his estate would be held in trust, and for the distribution of it at the termination of the trust among his descendants, if any should then be surviving. The latest possible time for distribution was fixed at the time when the grandson Herbert should become of full age, which, in ease the grandson reached that age, would he many years after the testator made his will and framed this trust.

Subparagraph (8) of the third paragraph of the will is as follows:

“(8) In case of tlie death of said Herbert W. Woolsey and Alice M. Woolsey, before the division herein provided for, and without one or each of them leaving lawful issue, and no directions for such contingencies being herein specifically set forth, then such share or shares shall be divided in the same manner as though I had died intestate, and a resident of the State of New Jersey, upon the day of the date of this instrument.”

It is claimed on behalf of the next of kin of the testator, the complainant, Eugene Woolsey, the defendants Ejrank Woolsey and Kitty May Wadsworth, succeeding by will to any title or interest of her deceased mother, Sarah A. Newell, that this clause of the testator’s will should be read as if after the words “I had died intestate” the words “Herbert and Alice being then dead” had been interpolated.

It is claimed, on the other hand, bn behalf of the defendant [57]*57Virginia M. Woolsey, that no such proposed interpolation is proper or necessary in order to reach the plain meaning of the testator, and the exact force of the language which he employed; and that the true construction of this provision gives to the defendant Virginia M. Woolsey, as the next of kin of her deceased infant son Herbert, one-half of the fund in dispute concerning the payment of which the trustees ask for instructions from this court.

In my judgment, the construction contended for on behalf of Mrs. Virginia M. Woolsey is the correct construction, while the construction contended for on behalf of the next of kin of the testator can only be established by a violent and unjustifiable wrenching of the testator’s words resulting in the establishing, not of the testator’s will, but of some will which this court may think the testator might have made if he had given due thought to the business which he had in hand.

1. The vice, it seems to me, which inheres in the whole argument on behalf of the next of kin, lies in the fact that the construction for which they contend ignores the force and significance of the provision which makes it necessary, in determining who are the takers, to consider the date of the execution of the will, and not the date of the decease of the testator. The will does not say that at the probably remote period, which the testator contemplated as the time for distribution, if all the trusts had been performed and the trust provisions had become inoperative, the estate should go as if he had died intestate.

What the testator does is to lay down a rule, whether a wise or a reasonable rule we.have no right to inquire, but a perfectly clear rule according to which the takers of this trust estate are to be ascertained in the event of the decease of the principal beneficiaries without leaving issue. The testator might have made no provision for such a contingency in which case his next of kin would take by intestacy — take something undisposed of by the will. But the testator disposes of his entire estate. He vests it in his executors in trust and provides for the contingencies under which the estate is to be paid out to different beneficiaries, and contemplating perhaps as a remote possibility that both his daughter and his grandson would die before the grandson had [58]*58. reached the age of twenty-one years, and without leaving any issue, he then lays down a rule by which the trustees are to find the person or persons to whom they are to pay over the “share or shares” which otherwise would have gone under this will to the testator’s descendants or descendant.

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Bluebook (online)
85 A. 595, 81 N.J. Eq. 54, 1912 N.J. Ch. LEXIS 9, Counsel Stack Legal Research, https://law.counselstack.com/opinion/woolsey-v-woolsey-njch-1912.