45 N.J. Eq. 10 | New York Court of Chancery | 1889
The object of the bill and the motion to dismiss it, is to-speedily obtain a construction of the will of Phebe Murphy, deceased. No objection is .made because of the lack of necessary parties to the suit.
Mrs. Murphy died in 1853, and her will, which is without date, was admitted to probate on the 2d day of November, in the same year. After making provision for the payment of debts, the will continues in these words :
“ Item. I give and bequeath unto my son Timothy all the property left by my late husband, or such of it as may remain after my decease, except as¡ follows:
“Item. In the event of my son Timothy dying without issue, it is my will that two thousand dollars be equally divided between my sister Nancy, of Monroe counly, New York, and my brother Richard, of New York city.
“ Item. In the event of my brother Richard’s decease before coming in possession of this legacy, it is my will that his son, John Wesley, or'his heirs, receive five hundred dollars, and the remainder to go to my sister Nancy or-her heirs.”
The sister, Nancy, and the brother, Richard, and Richard’s son, John Wesley, all died before Timothy. Timothy survived his mother, and died in July, 1887, without issue. Nancy left children and the children of deceased children, who are her heirs-at-law, and John Wesley left three children (one of them, the complainant), who are his heirs-at-law.
The defendant insists that the provision of the will for the gift over, in the event of the death of Timothy without issue, is within the settled rule that where there is a bequest to one person, and, “ in case of his death,” to another person, such and similar expressions, unexplained by the context of the will, are to be confined to the event of the death, happening before the period of payment or distribution. Hawk. Wills 254; 2 Rop. Leg. 607; 2 Wms. Ex. 1260; 3 Jarm. Wills (R. & T. ed.) 606.
The reasoning upon which the rule is founded is the inconsistency of treating as a contingent event that which of all others is the most certain, and the leaning of the courts in favor of vesting, and against a construction which will postpone the absolute enjoyment and keep in doubt and suspense the nature of the interest bestowed.
The English courts, after some conflict of opinion, hold that this rule is not applicable where there is an immediate bequest to any person, “ and in case of his death without children,” to another, but that in such case, if at any time, whether before or after the death of the testator, the legatee shall die without leaving a child, the gift over takes effect. The reasoning is, that the event is not certain but contingent, and it would be importing a meaning and adding words to the will if it were to be construed to import as a condition, which is to enable the bequest over to take effect, that the death of the first legatee without children must happen before some particular period. Edwards v. Edwards, 15 Beav. 357; Gosling v. Townshend, 17 Beav. 245; Johnston v. Antrobus, 21 Beav. 556; O’Mahoney v. Burdett, L. R. (7 H. L.) 388; 3 Jarm. Wills (R. & T. ed.) 648.
This departure from the rule has not, however, been recognized in this state. In Pennington v. Van Houten, 4 Hal. Ch. 272, S. C. on appeal, Id. 745, a testator gave the residue of his prop
Unless, then, there be something in the will before me to indicate an intention on the part of the testatrix to qualify the estate-
“I give and devise unto my beloved wife H. N. all my real and personal •estate. I make no provision expressly for my dear daughter, knowing that it is my dear wife’s happiness, as well as mine, to see her comfortably provided for, but, in case of death happening to my said wife, in that case I hereby request my friends S. and Ii. to take care of and manage to the best advantage for my daughter H. all and whatsoever I may die possessed of.”
Lord Thurlow held that the words “ in case of death ” here used meant dying at any time. Sir William Grant said of the case (Cambridge v. Rous, 8 Ves. 22) that it was evident that the testator intended that the daughter should take some benefit, and that she could only get it by the limiting of her mother to a life estate. In Lord Douglas v. Chalmer, 2 Ves. Jr. 501, the testatrix bequeathed her residuary personal estate for the use of her daughter F., and in case of F.’s death to the use of F.’s children. In a codicil the testatrix gave a ring to F. and her wearing apparel to A., or if A., should be dead before her, then over. It was held that F. took only a life estate in the residuary personal estate, because the codicil made it manifest that when the testatrix intended to give an absolute legacy, defeasible upon the death of the legatee before her, she declared such intention, and that circumstance raised a strong presumption that if her meaning had been the same in relation to F. she would have used similar words, and, in addition, that the gift of the ring was unnecessary, and incon
I think, after a careful examination of the will before me, that Phebe Murphy intended that the gift over to her brother and sister, or their heirs, was to take effect upon the death of Timothy without issue after her death. It appears to me that if she had intended merely to substitute her brother and sister for her son, if he should have died without issue before her, the substitution would have been as extensive as the gift to the son, and not have been confined to $2,000. I do not think that she contemplated that her son would die before her without issue, because, in that event, she would die intestate of that portion of the gift to him which was not included within the substitution. Her purpose, evidently, was to dispose of' her entire estate by her will. The inclination of the courts is against a construction of a will that will result in partial intestacy. The contingent provision for the brother and sister is in the form of an exception from the • estate and interest granted to the son. Its language imports a taking of the entire fund by the son subject to the loss of $2,000. That loss was to occur by the happening of the contingency of his dying without issue. By the law, if he should die without issue before the testatrix, the legacy to him wouid lapse, and the loss would be total. In such case he would not take so as to be in position to lose. In order to take and be subject to the ex- ■ ception from his legacy he must survive the testatrix.
The predicament that the testatrix desired to avoid was her son’s taking the property bequeathed to him and then dying without issue, having made disposition of the entire jiroperty to the exclusion of those of her blood. She evinces a concern to provide against this situation by the careful provision she made for takers at her son’s death, and in this very provision she
In the case of Child v. Giblett, 3 Myl. & K. 71, a testator bequeathed the residue of his property to his daughters S. and E., and provided that, in case of the death of either, the whole-should go to the survivor of them ; and, in the event of their marrying and having children, then to the child or children of them or the survivor of them, if such child or children should attain the age of twenty-one years, but if not, then to the children of G. S. and E. survived the testator, and then S. died without having married, and bequeathed her property to E. Sir John Leach held that the bequest did not absolutely vest in S. and E. on the death of the testator, but continued subject to the executory bequest over to G. He said: “ The testator cannot possibly have intended that the children of ‘ G.’ should take in-the event of a marriage of his daughters, and their death without children in his lifetime, and that they should not take in the-event of a marriage of his daughters and their dying without children after his decease. That would not be a rational distinction.”
My conclusion is, that Timothy did not take the $2,000 absolutely, at the death of his mother, and that, as he died without issue, the $2,000 must be distributed to the heirs of Nancy and John Wesley, in their respective proportions.
The motion will be denied.