31 N.Y.S. 726 | N.Y. Sup. Ct. | 1894
In view of the conclusion at which I have arrived, it will not be necessary to discuss some of the points which have been presented upon the part of the appellants. In the brief statement of facts, therefore, no mention is made of the particular circumstances under which such questions arise, and only such facts are stated as seem to be necessary to a comprehension of the points directly involved. Samuel B. Duryea died in the city of Brooklyn on the 7th of June, 1892, without issue, leaving, him surviving, a widow, and having duly made his last will and testament, dated June 18, 1877, and a codicil thereto, dated June 2, 1887, which were duly admitted to probate. The real estate sought to be partitioned in this action was devised by the sixth clause of the will to certain persons, two of whom died before the testator; and the first question presented is whether the shares which those two persons would have taken, if living, lapsed, or whether the devise was a devise to a class, those living at the death of the testator taking the whole. The next question is: If these shares did lapse, did the same pass to the testator’s widow under the second clause of the will, or to his heirs at law under the tenth clause? For a resolution of these questions it will be necessary to consider the whole of the testator’s will and codicil, and gather from them the general intention of the testator, and then particularly consider the clauses of the will and codicil which seem to illustrate more pointedly such intention.
Considerable stress has been laid by the appellants upon what is called an error of the referee in the method pursued by him in determining the true construction to be placed upon the will in question; and it is urged that the referee erred in considering the will as speaking as of the death of the testator, rather than as of the time when the will in question was made; and our attention is called to various adjudications upon this subject, tending to show that in those particular cases the will was held to speak as of the date of its execution, rather than as of the date of the death of the testator. But the question as to the rule of construction is one which must necessarily depend upon the peculiar circumstances of each particular case. It is the intention of the testator which is to determine the construction to be placed upon the will; and, in reaching a conclusion as to what such intention was, adjudicated cases in respect to other wills afford but little aid, because no two wills are alike. It has become almost a maxim of the law that no will has a brother. The language used in each is different, the situation of the testator is different, and the ends to be accomplished are different. Therefore, the intention of a testator must be gathered from the will itself, the court being aided in its construction by his situation at the making of the will and at his death. In the case at bar, in order to arrive at
“First. I give to my beloved wife, Kate Duryea, all my personal property and estate not herein otherwise bequeathed, unless in the contingency of my surviving her, or of her and my decease on the same day, or by occasion of the same wreck or casualty proving fatal to both; and in that case I bequeath said personal estate to my next of kin. The provisions of this will in favor of my wife are made by me, and are to be accepted by her, in lieu of all claims of dower in my real estate, or any portion thereof.”
“Second. All my real estate, except the portions thereof hereinafter otherwise given or disposed of, I give, in like manner, to my said wife, if I leave no issue, but if I leave any children, living or afterborn, or the descendants of any deceased child, I give the real property in this clause devised to my wife and such issue in equal shares; that is, each child, the representatives-of each deceased child as a class, and my wife are severally and respectively to take equal shares therein.”
By the third, fourth, and fifth clauses he makes certain disposition of remainders in real estate. The sixth clause, which is the clause under which the question as to the lapsed legacies arises, is as follows:
“Sixth. I give and devise to my aunt, Catherine Elwell, and my cousins, Mary S. Elmendorf, John D. Elwell, Joseph S. Elwell, Cornelius A. Elwell, Annie A. Elwell, James H. Elwell, and Sarah E. Elwell (each to take an equal share therewith), my lots on the southerly side of Sixteenth street, between First avenue and Avenue A, in the city of New York; also, my lots on the southerly side of Sixty-First street, between First avenue and Avenue A, in-the city of New York; also, my lots and premises now or heretofore known as ‘No. 270 Mott Street,’ in the city of New York; and also my house and lot now or heretofore known as ‘No. 143 Mercer Street,’ in the city of New York.”
By the eighth clause of the will he gave to the Brooklyn Children’s Aid Society of the City of Brooklyn a considerable amount of real estate. By the ninth clause he gave legacies to divers persons. ' The tenth clause is as follows:
“Tenth. All the residue of my real estate (if any there prove to be) I give and devise to those who may be my heirs at law at the time of my decease, and in the same proportion in which they would have taken if, as to such residue, I should have died intestate.”
This will, as already stated, was executed on the 18th of June, 1877. On the 2d of June, 1887, the testator made a codicil to his will, by which he revoked the eighth item or section .of Ms will, in relation to the Brooklyn Children’s Aid Society of the City of Brooklyn, N. Y., by which also he requested his wife to pay, so long as she lived, $500 annually to the Tree-Planting and Fountain Society of the city of Brooklyn; by wMch also he bequeathed to the
Catherine Elwell and Cornelius Elwell, two of the devisees named in the sixth clause of the will, died before the testator; and the first question is, did their share in the devise lapse, or was the devise to a class, the survivors taking the whole? In support of the contention that the. survivors took the whole, our attention is called to the cases of Hoppcock v. Tucker, 59 N. Y. 204; Manier v. Phelps, 15 Abb. N. C. 127; Clark v. Lynch, 46 Barb. 69; Magaw v. Field, 48 N. Y. 668; Page v. Gilbert, 32 Hun, 303; In re Seebeck, 63 Hun, 179, 17 N. Y. Supp. 676; and Ferrer v. Pyne, 81 N. Y. 285. These cases, however, all depend upon the particular language which was there being construed, and establish no general rule which is to control. It is to be observed that the presumption is, where a will directs an aggregate fund to be divided, share and share alike, among individuals by name, that it was intended that the devisees or legatees should take as tenants in common, and not as joint tenants, and hence that the interests of those dying before the testator are deemed to have lapsed. This was the rule laid down in the case of Savage v. Burnham, 17 N. Y. 561, and it has not been departed from. Wherever the will clearly indicates that the devise is to a class, and was intended to benefit a particular class, and not the particular individuals of that class, the right of the survivors to take the whole has been maintained. In the case at bar there are no words of class used, except that the testator speaks of the devisees as his aunt and cousins. But these -words were undoubtedly used merely to designate the persons. If others of the same name existed, they could not claim, because they were not of the relationship named in the will. It was simply for the purpose of definiteness in designation that these words of relationship were used. The devise is to his aunt (naming her) and to his cousins (naming them), an equal share of the property devised being given to each. Here, clearly, there was no intention to designate the devisees as a class.
It is urged that one of the devisees named ih this will died in December, 1877, and in 1887 the testator made a codicil, apparently principally for the purpose of revoking one of the provisions contained in the will, and no mention is made of the lapsing of any of the legacies therein contained; and it is contended that, if the testator had supposed that the legacy to Catherine Elwell had lapsed, he undoubtedly would have made other disposition of her share of the estate. The force of this argument, however, we do not perceive, because the testator, having made the provision for the Elwells which he desired to make, and having made a disposition of the balance of the estate, whatever it might prove to be, evidently, when one of these legatees died, saw no reason for a change in his will or the making of a different disposition, the lapsed portion of his estate going under his will as the testator had provided. This view is emphasized by the fact that although, in the
This brings us to the consideration of the other question involved, namely: Under the provisions of the will, does the wife take the legacies which have lapsed, or do they go, under the tenth clause, to the heirs at law of the testator? It seems to me, when we consider the intent of the testator as disclosed by all the provisions of his will and codicil, that the conclusion must be arrived at that the tenth clause was not intended by the testator to be a general residuary clause, except in the event of the death of bis wife during his lifetime under such circumstances that he could not recast his will, and that he intended that all his real estate which did not pass by his will should go to his wife unless he had issue; and in arriving at this conclusion I have been very much influenced by the provisions of the first clause of his will disposing of his personal estate not; therein otherwise bequeathed. It must be conceded that, if any of the pecuniary legacies lapsed, they were covered by this first clause, and would have gone to the widow unless the contingencies therein mentioned prevented such devolution, among which was the death of the wife during the lifetime of the husband; and by this clause the testator bequeathed his residuary personal estate, in case of the happening of these contingencies, to his next of kin. Here we have, in respect to the personal estate, the scheme of a bequest of specific legacies to persons named, and a bequest of the balance of the personal estate to his wife if living, and, if she should die before him, to his next of kin. Then, when the testator comes to deal with his real estate, he uses the following language:
“All my real estate, except the portions thereof hereinafter otherwise given or disposed of, I give, in like manner, to my said wife, if I leave no issue.”
What did the testator mean by giving his real estate “in like manner”? Did he not mean that his wife should enjoy all the real estate which he left, and which was not disposed of by his will, provided she survived him? Of course, if she died in his lifetime, the gift would necessarily lapse. If she was living, he desired her to enjoy all the residue of his real estate precisely the same as he had provided that she should enjoy all the residue of his personal estate; and this was the “like manner” which the testator had in mind. He never could have intended, by these informal words, to have imported into the clause relating to the real estate the important words of contingency contained in the first