In re the Judicial Settlement of the Account of Proceedings of Hart, 70 N.Y.S. 933

In re the Judicial Settlement of the Account of Proceedings of Hart

70 N.Y.S. 933 | N.Y. App. Div. | 1901

Patterson, J.:

This is an appeal from so much of a ünal decree of the surrogate of the county of New York as settles and allows the accounts of executors and makes distribution of the residuary estate of the testatrix, Esther Woods. Such distribution was made under the provisions of the 21st clause of the last will and testament of the testatrix. The inquiry arising under the 21st clause involves the consideration and construction of the 15th, 16th and ltth clauses or paragraphs of the said will. Such clauses read as follows :

“ Fifteenth. I give,- devise and bequeath unto Sarah Hart and Esther Hart, daughters of Allen Hart, deceased, of Illinois, the housq and premises now owned by me at Number 38 East Third Street in the City of New York, together with all its contents, upon condition, however, that they make said property their residence and do not let or underlet the same during their lifetime; but this devise and bequest shall not be construed to give to the said Sarah Hart or Esther Hart any title to the fee nor any estate they could convey and sell, it being my intention to give them such property for their use during the term of their natural life, but only upon condition, and in case they make said property their residence ; if they, however, accept said property under this devise, and during their lives occupy the same as a residence and do not let or underlet the same, then and in such case, but not otherwise, the property shall go on their death to such of their children as they may designate by their last will and testament, this clause, however, not to be valid nor to go into effect if said property is not used by them as a residence.

“Sixteenth. The foregoing clause and provision and devise is upon the further express condition' that they shall preserve and^take . good care of the portraits of my deceased husband, Richard B. Woods, of my deceased sons, William J. Woods and Harvey Woods, *590arid of myself, which, said portraits are iiOW in .said house ¡and are-.to remain there,; . - - '•

“ Seventeenth. ■ In ¡.Cáse the said, Sarah Hart and Esther Hart do-not accept the bequest and devise made to them by.the. fifteenth clause of this will, T give, devise and bequeath the same to Martha Ann Hart,, widow of Harvey Hart,, deceased, -and to-her.daughter, Imogene L, Guión, upon the conditions named in. the'fifteenth and sixteenth clauses in this Will, namely, to be occupied by them, during ■lifetime, but not to let or underlet the samé, and on their death the . property shah go to such of their children in feé as they may design note by .their Last Will .and Testament.” • '

“■Twenty-first, All the rest, residue, and remainder of my estate,, real and personal, wherever situate, lying and being, and of whatever name, nature' and description, and which is not hereinbefore dis=■p.osed of,. I give, devise-and bequeath unto Sarah Hart and Esther Hart, daughters of Allen Hart, deceased, of Illinois, if they accept •the. devise mentioned and contained in paragraph fifteenth.of this Will to them made, and if they,make, their residence, in the.house Ho. '38 East "Third Street, in the City of New York, as therein provided and conditioned, and not otherwise; should, they, however, ■not,accept the fifteenth clause of this Will and the devise and bequest ■therein mentioned, upon the conditions therein and in paragraph sixteenth mentioned, then and in that casé the bequest and-devise of all the rest, residue and remainder- made to them in this paragraph shall not go into effect; but in that case I give, devise and bequeath ail the rest, remainder and residue of my estafe, real and personal, .not- hereinbefore- disposed of, to Martha Ann Hart, widow of Harvey Hai’t, deceased, and to her - daughter, Imogene L. Guión, upon the ■same conditions as' mentioned and set forth in paragraph fifteenth :and sixteenth of this Will, to be occupied by them as a residence ■during their lifetime, but not to be. let or underlet,. or-sell the same; hut .this bequest and. devise, to .them is dependent upon such conditions, and if -they do not accept- the property Ho. 38'East Third Street upon the conditions aforesaid, this bequest, and ¡devise shall mot go into effect.” . •" . ' ,

?■. The.surrogate decreed that Sarah Haft and Esther Hart were -entitled, to. the Whole residuary estate. It: was made to: appear that--the testatrix,.a ¡widow in very advanced'years, left her surviving *591certain nephews, nieces, grandnephews and grandnieces, but she had no direct descendants, her two sons having died during her lifetime. •She owned a piece of real estate, known: as No. 38 East Third .street in the .city of New York and was possessed of considerable personal property. Sarah Hart and Esther Hart, the. respondents •herein, are the children of a deceased brother of the testatrix; upon ■learning of the provisions of her will, they came to the city of New York, entered into possession of the house No. 38 .East Third street :in January, 1899, and have ever since continued to live therein. They have both testified in this proceeding that it is their intention to make the house their permanent place of residence and to comply with all the conditions mentioned in the will with respect to the said house and the care of the portraits'mentioned in the will. The surrogate held that "within the meaning of the. 21st clause of the will, Sarah Hart and Esther Hart accepted the provisions of the ■jvill relating to the gift to them of the house or interest in the house in Third street; that they had made such house their place of residence, “ and that up to this time, they have complied with every condition imposed by the testatrix and with every wish that she has expressed in her will.” The appellants are Martha E. Cook, one of the heirs and next of kin of the testatrix, Thomas Close and William J. Close, grandsons of .a deceased :sister of the testatrix, and Elsea M, Husted, a great-granddaughter .of a decéased sister of the testatrix, the three persons, last named being, infants and appearing by their guardian ad litem. ■

It is argued on behalf of the appellants that the gift of the residuary -estate is void, for the reason that it is limited to take effect upon performance of conditions precedent, “ which can only be completely performed at. and by the death of:the ■ residuary lega-r tees; ” and,- further, that the devise of the Third street house is only a gift of the use of the premises, and that by the provisions of the -15th,. 16th and 17th clauses of the will an illegal suspension of the absolute power of alienation of real property has been created, and-that those clauses of the will, in connection with the 21st clause, create an unlawful suspension of the absolute ownership of the Residuary personal estate.

• As we construe ¿his will we find the' intention of the testatrix to have been to vest in Sarah.Hart and Esther Hart the absolute owner*592ship of the residuary estate upon their acceptance of the devise of .the realty in Third street. We see no reason for ascribing to the .word “ accept,” as used in this connection in the 21st clause, any other than its ordinary meaning. It is apparent that the testatrix did not intend that there should be any doubt or uncertainty respecting the absolute ownership of this residuary estate. The gift over to Martha Ann Hart and her daughter, Imogene L. Guión, is only made by way of substitution in- case of non-acceptance by Sarah Hart and Esther Hart of the gift of the realty. In our judgment, that gift vested when the persons first named to take entered into possession and signified their acceptance of it, and that the only condition precedent upon which the gift depended was their taking possession with the express intention of complying with the condition of mak-. ing their residence therein, of not letting or Underletting the same, and of preserving and taking care of the portraits of the testatrix, her deceased husband and her two sons. It seems to tis apparent that Sarah Hart and Esther Hart were selected by the testatrix from among her collateral relatives as the primary recipients of her bounty, she intending- that if they took the realty upon the conditions mentioned in her will they" should receive absolutely the residuary estate, and in this view of the case no question could arise of the unlawful'suspension of the absolute ownership of the personal property. In the nature of things, that ownership could not depend upon the observance -of all the conditions associated with the gift of the "realty. One of those conditions was precedent, namely, the taking up a residence in the house. That the Misses Hart were not' to have any title to.the fee nor any estate they could convey and sell, did. not necessarily .postpone the vesting in them of such interest as they were to take under the 15th clause. The condition that if-they accepted -the property tinder the devise and during their lives occupied . the- same as. a residence, and did not let or underlet the' same, then in. such case,, but not. otherwise, the property shall go on their death to such of their children- as they'might designate by their l,ast will and testament, we think applies only to the power of: appointment.... The intention of the testatrix,-as we understand it, was that if the Hart sisters assented to the conditions of making the' Third .street house their residence, preserving anddaking care of the portraits and permitting them to remain upon the premises, and not *593to let or underlet such premises, that then the residuary estate should go to them in absolute -ownership, for the gift of the residuary estate is made to depend upon the acceptance of the devise of the realty, and not upon performance of any of those conditions which can only operate after acceptance,' and the devise once accepted, a presumption will be indulged that the other conditions 'will be complied with. By the '21st clause the full ownership of the residuary estate is not arrested or postponed until it can be ascertained at the death of the Hart sisters whether or not they have performed the conditions. We are of opinion that the gift of the interest in the realty became vested when Sarah Hart and Esther Hart entered into the possession and occupancy of the house as their residence and undertook the performance of. the' conditions to be observed by them, and when that was done the pro-' vision in the will for the.substitution of Martha Ann Hart and her daughter became inoperative for any purpose, and hence no question can arise of the unlawful suspension of the power of alienation of real estate, or of the absolute ownership of personal property. The conditions following acceptance of the gift, we think, can only be regarded as conditions subsequent, for the breach of which a right of re-entry is given to the heirs of the testatrix, and they do not prevent the vesting of the interest given to Sarah Hart and Esther Hart by the will. (Upington v. Corrigan, 151 N. Y. 143.)

We think that distribution of the residuary estate was properly made by the decree of the surrogate, and it is unnecessary to add •anything further to the opinion written by him.

The decree should be affirmed, with costs.

O’Brien, Ingraham, McLaughlin and Hatch, JJ., concurred.

Decree affirmed, with costs.