118 Misc. 134 | N.Y. Sur. Ct. | 1922
Thompson J. S. Flint died on or about April, 1883. His will was duly probated, and letters testamentary issued. Upon this final accounting the 6th paragraph of the will must be construed. It is as follows:
“ Sixth. I further will and direct that from the portion to which my sons Edward E., James L. and Frederick W. Flint and my daughters Adele E. and Helena Flint would be entitled to from the fifth division of my will, there shall be held by my executors in trust, upon good and safe securities, the sum of Thirty thousand dollars ($30,000) for each, and that the income arising therefrom be paid to them as it accrues, during their lives, and at their decease I will that the same he divided equally between their heirs.”
Adele E. Flint, one of the life beneficiaries under said paragraph, died about September, 1920, leaving as heirs and next of kin a sister, eight descendants of a deceased sister, a brother, and six descendants of another brother. The question at issue is: Shall the $30,000 held in trust for Adele E. Flint be distributed per stirpes, or per capita.
The presumption in this state favors a per capita distribution. Schmidt v. Jewett, 195 N. Y. 486, 491; Bisson v. West Shore R. R. Co., 143 id. 125; Petry v. Petry, 186 App. Div. 738; affd., 227
Apparently the rule of distribution as laid down in Bisson v. West Shore R. R. Co., supra, when without a different reflection from the context, is impregnable, as the Court of Appeals upon solicitation has refused to change it. Petry v. Petry, supra; Whitehead v. Ginsburg, 197 App. Div. 266.
Recent examples of a “ very faint glimpse ” to change the general rule are found in Matter of Farmers’ Loan & Trust Co., 213 N. Y. 168; Matter of Union Trust Co., 170 App. Div. 176; Matter of Durant, 231 N. Y. 41. There is nothing in the context of this will, however, that would create the presumption that the testator intended to have the fund distributed per stirpes. In the 5th paragraph of the will a life estate is given of all of the property to the widow, with the direction that, at her decease, “ the same be divided equally between my children, or their heirs; ” with the further direction that the portion so given to a certain daughter should be held in trust, and at her decease, “ the same be divided equally between her children, by her second husband, or their heirs." The testator did what he had a right to do, or at least the draftsman did it for him, by changing the word “ children ” in the 5th paragraph to the word “ heirs ” in the 6th paragraph. Therefore, when the testator intended the remainder to go to children, he said so in terms. There is nothing in the context which would show any special meaning was to be given to the word “ heirs ” as used in the 6th paragraph. We are not concerned in the reason for the change in the use of words. Thus, we are left to the paragraph itself to find the testator’s intention.
The will indicates an equality of division of testator’s property among the members of the groups indicated. In the 5th clause he chose the class, namely, his children. In the 6th clause he substituted the word “ heirs ” in place of “ children,” creating thereby a gift to all the heirs of Adele E. Flint. This language alone would import a per stirpes distribution, but the testator has stated that the division was to be equally. Matter of Barker, 230 N. Y. 364, 373; Barker v. Barker, 172 App. Div. 240. It may be
There are no words of present gift. The only words of gift are contained in a direction to divide and pay over at the end of the trust period. These remainders are contingent remainders. Matter of Buechner, supra. The gift was to a class and must be confined to the members of the class living at the date when the division is directed to be made. Matter of Baer, 147 N. Y. 348. No part of the principal was to go to the heirs until the time fixed for its absolute transfer. The gift was to take effect in enjoyment at a future time. Matter of Gillespie, 199 App. Div. 103; Matter of Kissam, 115 Misc. Rep. 724.
In my opinion, the testator used the word “ heirs ” to designate the individuals as members of a single class who would take, and he intended to fix a quantity of interest which would devolve upon each by the words “ the same be divided equally.” He identified the persons who were to take just as thoroughly as though he had named them. They take as purchasers and not by representation. Petry v. Petry, supra; Whitehead v. Ginsburg, supra. The facts of the instant case clearly fall within the ruling in Bisson v. West Shore R. R. Co., supra. The fund should be distributed to all the heirs of Adele E. Flint, and as such they take per capita.
Decreed accordingly.