In re the Probate of the Last Will & Testament of Biles

13 Mills Surr. 382 | N.Y. Sur. Ct. | 1914

Ketcham, S.

It becomes necessary to con'strue the following clause of the will:

" First, after my lawful debts are paid, I give all my property both real and personal which includes the right to receive and collect the payment of my Hew York Life Insurance policy Ho. 877,109. All moneys belonging to me in Banks and Savings Institution, also free title to the houses and property situated at 370 Park Place, Borough of Brooklyn, H. Y., to my lawfully wedded wife — Agnes Jane Bliss to be administered by her for her own personal benefit and that of her three children so long as she shall remain a widow—To guard against the probability of her forming a second union in an ill-judged manner that may tend to militate against the children’s interest, I provide in such case that she shall be content with one-third of the estate as duly prescribed by law, the rest to be equally divided or used for the benefit of my three children, Horace Lindsay Biles, Lois Antoinette Biles and Harold William Biles.”

The testator at least shows an intention that his wife’s interest under his will shall be less in case of her remarriage than if she shall remain his widow. It will be confessed that he did not mean to offer her a reward for remarriage, especially in view of his expressed apprehension that her remarriage was a probability, and, further, that it was probable that such remarriage would be ill-judged.

Out of all that is dark and void, it comes clearly to light from this will that the wife was to have more if she remained a widow and less if she married' again.

If the will be interpreted to give her the fee or legal ownership of the property mentioned in the first paragraph to hold absolutely provided she shall remain a widow, then the intention that she shall forfeit something by a remarriage is fulfilled. Can this obvious intention be satisfied by any other construction ?

It would fail if she should receive the estate with her three children in equal fourths and, unless a trust be revealed by construction, the gift to the wife must be of all the property or of one-fourth thereof. The arrangement by which the wife would take the whole is aided by the fact that in the outset thé gift to her, however afterwards modified, is a gift of the entire estate.

Is this followed, by any language which with equal or greater clearness cuts down the original terms of gift ? (Benson v. Corbin, 145 N. Y. 351, 359; Roseboom v. Roseboom, 81 id. 359; Hacker v. Hacker, 153 App. Div. 270.)

Such language is. not found in the words “ to be administered,” etc. These, in comparison with the earlier phrase, “ I give all my property both real and personal * * * to my lawfully wedded wife ” are reduced to the tones of exhortation incapable of affecting the title which passes by the devise. Unless the suggestion as to the administration of the gift contains an implication of a trust it must be merely precatory.

It is conceded, and well argued in both the briefs submitted, that a trust cannot be discovered.

All that is essential to the foregoing conclusions is found in Clarke v. Leupp (88 N. Y. 228), in which not only was the reasoning generally applicable to the case at bar, but the devise was in remarkable parallel to the will now under examination. It was as follows: “ I do, therefore, make this my last will and testament, giving and bequeathing to my wife Caroline all my property, real or personal, of whatever name and nature it may be, that I am now possessed of, or is owned by me, or that I may have or be possessed of at the time of my death, or that I may inherit or fall to me by relationship, or by gift, before or after my death, and do appoint my wife, Caroline Maria, my true and lawful attorney and sole executrix of this my will, to take charge of my property after my death, and retain or dispose of the same for the benefit of herself and children above named.”

The construction reached by the coru't is that the wife takes the whole estate contemplated in the first paragraph of the will, not in trust, but in fee or ownership as the nature of the property may require; that her interest is conditional upon her remarriage and will remain absolute in the absence of that event; that upon such remarriage the interest of the wife is to be reduced to her dower in the lands and her one-third of the personalty “ as duly prescribed by law; ” and that there is given to the children a contingent remainder in the estate, less, however, the dower and one-third of the personal property in the fund at their mother’s remarriage.

Construction also may be required of the last paragraph which, despite the earlier gift of “ all my property,” expressly devises real estate in England to the surviving heirs of the1 testator. It cannot be doubted that the English lands were not included in the earlier gift of real property and that they pass to the children of the testator who survived him.

Decreed accordingly.