Lead Opinion
The will, the construction of which is presented by the appeal, was executed on the 22d of June, 1883, and a codicil thereto was executed on the 16th of February, 1884. The testator died on the 5th of April, 1885. After providing for the payment of his debts and funeral expenses, the testator gave the residuary estate to his executors in trust; and by the 3d clause he directed them to pay from the net income thereof to his widow annually during her lifetime the sum of $20,000 and provided that any surplus of income amounting to $1,000 or more should be divided among his children living at the time the payment was required to be made to his widow. The testator’s wife predeceased him. By the 4th and 5th clauses he conferred power upon his executors and gave directions with reference to selling, managing and investing the estate. By the 6th clause, after the death of
The point presented for construction is whether the word “ issue ” as used in the 9th clause of the will should be confined to the children of Estelle or whether it embraces her grandchildren. The learned surrogate held that the appellants were not included. (Matter of Durant, 109 Misc. Rep. 62.)
It is a well-settled general rule of construction of wills in this jurisdiction that under a devise to “ issue,” where the word is used without any terms in the context to qualify its meaning and where a contrary intent is not found in other provisions of the will, the children of the ancestor and issue of such children, although their parent may be living, and the issue of deceased children take in equal parts per capita. (Soper v. Brown, 136 N. Y. 244; Schmidt v. Jewett, 195 id.
It follows that the decree should be modified, with costs to all parties separately appearing, by providing that the appellants should share equally in said residuary estate with the five children of their grandmother, and as so modified affirmed.
Clarke, P. J., Smith and Merrell, JJ., concur; Greenbaum, J., dissents.
Dissenting Opinion
The 6th paragraph of the will is a strong indication <sf the intention of the testator as to the meaning of the words “ lawful issue.” He there makes bequests, after the death of his wife, to his grandchildren, certain of whom he specifically names and others of whom he refers to as the children of his son Charles W. Durant, Jr., by his wife Catherine M.; of his son Frederick C. Durant, by bis wife Clara E., and “ children then living of my daughter Estelle by her husband Henry C. Bowers, and to the lawful issue then living of my son Howard M. Durant (should he marry and have such issue).”
Paragraphs 15 and 16 of the will read as' follows:
“Fifteenth. Upon the death of my said son Thomas F. Durant, I give, devise and bequeath the share held in trust for him as aforesaid as follows: I give and bequeath to Adele, daughter of my said son Thomas F. Durant, by his wife Adelaide, the sum of Sixty thousand dollars, and to Victor, son of my said son Thomas F. Durant by his wife Adelaide, the sum of Forty thousand dollars, and the remainder of said share I give, devise and bequeath to my other children living at the death of said Thomas F. Durant equally to be divided among them.
“ Sixteenth. Should either of said children die before their father leaving issue him or her surviving, then I give and bequeath the share of the child so dying to such issue equally to be divided among them.
“ Should either of said children die before their father leaving no issue him or her surviving, then I give and bequeath the share of the child so dying to the survivor * * * of said two children Adele and Victor.”
In the 15th paragraph the testator mentions the names of his grandchildren to whom he makes specific gifts and gives the remainder of the trust fund “ to my other children living at the death of said Thomas F. Durant equally to be divided among them,” thus indicating a strong desire to benefit his children and to treat them as nearly alike as possible.
In the 16th paragraph the word “ children ” and the word “ issue ” are clearly used synonymously. - Of course, the testator could have used the word “ children ” in the 9th paragraph of the will now under construction where he used the word “ issue,” but such language would be very awkward. The writer of the clause evidently did what many persons would have done under the circumstances and avoided the continuous repetition of the word “ children.”
It seems to me from a consideration of the opinion of the learned surrogate and from the illustrations to which I have
Decree modified as stated in opinion, with costs to all parties separately appearing, and as so modified affirmed. Settle order on notice.
