Sage v. Wheeler

37 N.Y.S. 1107 | N.Y. App. Div. | 1896

HARDIN, P. J.

To determine the question presented by this appeal, it is important to ascertain the intention of the testator in the use of the language found in the fifth clause of his will.

By the provisions of the Revised Statutes (volume 1, p. 722), it is provided in section 7, viz.:

“Estates, as respects the time of their enjoyment, are divided into estates in possession, and estates in expectancy.”

Section 8:

“An estate in possession, is where the owner has an immediate right to the possession of the land. An estate in expectancy is where the right to the possession is postponed to the futuro period.”

Section 35 provides:

“Expectant estates are descendible, devisable and alienable, in the same manner as estates in possession.”

Manifestly, the testator intended to give and devise to his son, George, the lands mentioned in the fifth clause of the will, “to have and to hold the same during the term of his natural life”; and it is equally clear, by the language used, that the testator intended, in case George left, him surviving, child or children, the lands should descend to such child or children. At the close of the life of George, his life estate terminated. George, died without leaving child or children, and therefore that clause of the will became wholly inoperative and inefficient. We must turn to the other language of the will in order to determine from it the intention of the testator as to the disposition to be made of his estate in the event mentioned therein. A construction is to be preferred which will give meaning to all the language used by the testator, and also that shall avoid the disinheritance of remainder man who may happen to die before the termination of the precedent estate. Moore v. Lyons, 25 Wend. 119; Scott v. Guernsey, 48 N. Y. 106; Byrnes v. Stilwell, 103 N. Y. 453, 9 N. E. 241. The testator evidently intended, by the use of the language, that his son, George, was to remain in possession of the lands during his natural life, and that, in the event that he should die without leaving issue, a division should in that case take place among the testator’s grandchildren, “including the children of my [his] adopted daughter, Jane Bedell.” In the use of the words “and then to be equally divided among my grandchildren,” there was evidently an intention that the right to possession of the land in the grandchildren was then to pass to them simultaneously with the death of George, in the event he died childless. The estate vested in them upon the ceasing of the intermediate or precedent estate, and their right vested as a right upon the death of the testator; and, upon the death of George without issue, they became entitled to possession. It is quite apparent that the testator intended to keep the property in the line of his blood.

We think the language of the whole of the fifth clause, when taken together, falls within the principle of Hennessy v. Patterson, 85 N. Y. 98, and that the language used by Finch, J., in that case is applicable here:

“When the person to whom a remainder after a life estate is limited is ascertained, and the event upon which it is to take effect is certain to happen, the remainder is vested.”

And, in accordance with the doctrine of that case, we are inclined to think the remainder which vested in the grandchildren was contingent, “but, nevertheless, an expectant estate, as defined by the Revised Statutes, and, as such, alienable”; and that the interest which the two grandchildren derived at the time of their death descended to their heirs, and vested in the other grandchildren.

In Mitchell v. Knapp, 54 Hun, 500, 8 N. Y. Supp. 40, it was held that, in order to defeat the vesting of a bequest or devise, a very clear intention should be shown. That case was affirmed in 124 N. Y. 654, 27 N. E. 413, on the opinion delivered at the general term.

See, also, Piet v. Willson, 134 N. Y. 140, 31 N. E. 336, and cases cited.

In 1 Rev. St. 723, § 13, it was provided, viz.: It is quite manifest that the testator, in the use of the words “then to be divided,” intended to indicate the time when the right of possession should begin, to wit, at the close of the antecedent life estate. Vanderzee v. Slingerland, 103 N. Y. 47, 8 N. E. 247; Van Axte v. Fisher, 117 N. Y. 401, 22 N. E. 943; Bedell v. Guyon, 12 Hun, 396; Wilson v. White, 109 N. Y. 59, 15 N. E. 749; Embury v. Sheldon, 68 N. Y. 235.

“Future estates are either vested or contingent. They are vested when there is a person in being who would have an immediate right to the possession of the lands, upon the ceasing of the intermediate or precedent estate.”

The respondents have placed considerable reliance, as did the trial judge, upon Shipman v. Rollins, 98 N. Y. 311. In that case the testator, by his will, provided that his executors should sell certain of his real estate, and provide a fund to be invested to be paid to his widow during life; and, after her death, he authorized the executors to sell the residue of the estate, and add the proceeds to the amount invested; and, after paying therefrom certain items specified, he directed that the balance be then divided into eight parts, four of which he gave to certain religious associations, not then incorporated. A more careful inspection of the case warrants the criticism made of it in Mitchell v. Knapp, 54 Hun, 503, 8 N. Y. Supp. 40, where it was said: “In Shipman v. Rollins there •was a manifest intent to postpone the vesting, and so it was in Delafield v. Shipman, 103 N. Y. 463, 9 N. E. 184.” We think the case, when fully examined, fails to sustain the position for which it was cited in the opinion delivered at special term.

The case of Smith v. Edwards, 88 N. Y. 92, differs very essentially from the one now in hand. In that case the testator named executors, and directed that they keep invested until his youngest grandchild “now born, or that may hereafter be born before final distribution of my estate, shall be of full and lawful age”; and then, by a subsequent clause, he fixed the date of the final distribution; and it was held that the whole bequest was invalid because it suspended the absolute ownership for more than two lives in being at the death of the testator. We think the case does not aid the contention of the respondents.

The case " Warner v. Durant, 76 N. Y. 133, differs very essentially from the one now in hand. There the testator provided that his gift was to be several from the general estate, and be held by the trustees for a specified time, for the benefit of the legatee, and then to be paid over to him; in the meantime the interest thereof to be paid to him. It was held that this was indicative of the intent of the testator that the legatee shall, at all events, have the principal, and is to wait only for the payment until the day fixed. It was held, however, in that case, that the legacy vested in the legatee immediately upon the death of the testator, and passed to his principal representatives. We see nothing in the case which sustains the contention of the respondents.

The foregoing views lead to the conclusion that the learned trial court was in error in finding, as conclusion of law, that the “title to the premises did not vest in the grandchildren until the death of said George H. W. Harter,” as we are of the opinion that the grandchildren, upon the death of the testator, took a vested interest in the lands mentioned in the complaint.

It is suggested in behalf of the appellants that an original judgment may be entered upon the evidence found in the appeal book. There are several contingencies, however, which will be affected by the result which we have reached; andre deem it more orderly that the interlocutory judgment should be reversed, and the case remitted to the special term for further action in accordance with the views expressed in the foregoing opinion.

Interlocutory judgment reversed, and a new trial ordered, with costs of the appeal to abide the final award of costs. All concur.