VERIFICATION. See Pleading.
1. Construction of - Intention of testator — Trusts — Residuary estates When word issue means children and not descendants Statute of Distribution. The rule of construction that the word issue" means descendants must yield to an intent manifested in some part of the will to limit such meaning to "children." Where a will provides that a certain portion of the residuary estate should be held in trust and the income applied to the use of a named daughter of decedent during her life, "and upon the death of my said daughter, leaving lawful issue her surviving, then to pay over to such issue the principal of such share so devised in trust, to be equally divided between them," it will be held that testator's inten- tion was to limit the distribution of the remainder of the trust fund to the children of his daughter, and to the issue of any of them who should be dead at the time of distribution, such issue to take its parent's share, and that the corpus of the trust fund should be divided equally among the children of his daughter. Matter of Durant, 62.
2. Construction of Trusts Codicils Remainders - Intestacy Residuary estates. Where whatever construction of a will and codicil may be adopted there must be provided a $100,000 trust fund for testator's stepdaughter which it is clear must be arrived at "in one of the two ways and manner" set forth in separate paragraphs of the codicil and such directions are too precise to admit of pro- viding the fund by resort in part to both ways, such course is not warranted even in an effort to avoid a finding of partial intestacy. The scheme of the testator by which as provided by one of the said paragraphs of the codicil a $200,000 trust fund would be set up for the life benefit of his widow and at her death an additional $100,000 would be provided for his stepdaughter, was to be operative in the event that the estate, which at his death amounted to about $360,000, should be sufficient to pay in full all bequests under the will and codicil aggregating $402,000. Held, that said paragraph could not be considered as 66 one of the two ways " mentioned in the codicil. The language of said paragraph made it plain that the trust pro- vided for the stepdaughter was not to take effect until after the death of her mother and it was clear that under the other and con- trolling paragraph, the trust for the stepdaughter was a present gift. The construction required by the language of the will is that in addition to a bequest of $25,000 the widow is the life beneficiary of a trust for $100,000 effective at the death of the testator with remainder to a sister, niece and nephew and that the stepdaughter is a life beneficiary of a trust for $100,000 effective at testator's death with remainders as provided in said controlling paragraph of the codicil, leaving the excess of the estate over $302,000 un- bequeathed. Held, that the testator as to such excess died intestate, the will containing no residuary clause. Matter of Davis, 194.
3. What does not pass under a bequest - Contracts - Bequests -Royalties-Definition of "wearing apparel." Where testatrix sold certain publications and copyrights of her late husband, the royalties received by her under the contracts of sale do not pass under a bequest given by her will of the "unsold publications and copyrights of my late husband." While a bequest of wearing apparel" is sufficient to include a watch and chain, it will not include earrings, finger rings, bar breast pins and a bracelet of con- siderable value. Matter of Holden, 207.
4. Production of Contested probate of - Power of surrogate to revoke designation of temporary administratrix mistakenly made Trial Executors and administrators. Where, after the designa- tion of the wife of a testator as temporary administratrix, his will is produced, the surrogate having inherent power must of his own motion revoke such designation mistakenly made in the course of procedure. Pending the trial of the contested probate of the will the surrogate, on an application for the appointment of temporary administrators, may ascertain who are the executors named in the will for the purpose of taking cognizance of their persons but he cannot at that time pass on the legality of particular provisions of the will. The appointment as temporary administrators of persons named in a will as the executors is not only more economical for suitors and the great majority of estates, but is more consonant with the dignity of the court and the intrusion of its nominees, strangers to the dead, should be as rare as possible. Where two of the individuals named as executors renounce and no good and sufficient reason is shown why, pending the contested probate proceeding, the other executor, a trust company in good standing, should not be named as temporary administrator, an order to that effect may be entered in the interest of all concerned. Matter of Shonts, 276.
5. Construction of — Accounting - Executors and administrators Trusts- When future estate vests Remainders · Usury- Pleading-Life tenants - Evidence - Decedent Estate Law, §§ 90, 98. Testator who had married thrice left his widow and five children and directed that his residuary estate should be divided into as many separate equal shares as he should leave children him surviving and made similar provisions and directions in regard to each of such shares. One of said shares, which is typical of the others, was devised and bequeathed to the executors in trust with direction to pay one-third of the net income to the widow and the other two-thirds to his son G. by the second wife, during their respective lives. The will also provided, should G. survive the widow, that "from and after" her death the whole of the rents, interest, income and profits should be paid to G. during his life but if she survived him, that "from and after" his death, two- thirds of said income should be paid to his lawful issue, if any, or if there were none to testator's surviving children in equal shares, but in case any of his other children should in the meantime have died leaving lawful issue then such income was directed to be equally divided among his children and their lawful issue per stirpes and not per capita, and "from and after" the death of both the
widow and G. said share was devised and bequeathed to the heirs of G. G. died without issue soon after the testator, leaving him surviving half brothers and sisters as his only next of kin, all of whom were children of the testator except J., a son of his second wife by a former husband, who made an assignment of his interest in the estate and died survived by eight children. A half sister of G. survived the testator but predeceased testator's widow. The other children of the testator are still living. Upon the judicial settle- ment of the account of the executors of testator, to which proceed- ing the legal representatives of the assignee of J.'s interest in the estate were cited, held, that the future estate in the share set apart for G. vested upon his death, at which time his heirs at law took the realty and his next of kin the personalty, being in this case the same persons, and as J., who took directly under the will of testator, was, under sections 90 and 98 of the Decedent Estate Law, both an heir at law and next of kin of G., he was entitled to participate in the remainder devised and bequeathed upon the death of G., and the title of J.'s assignee is a necessary issue in this proceeding. While the surrogate upon the judicial settlement of the account of an exe utor has jurisdiction to pass upon the validity of an assignment of an interest in the estate a mere allegation that the assignment was usurious will not suffice; the issue must be properly raised and the answers which allege usury should be served with cross notice upon the other parties who may be affected by a final adjudication of that issue. The operation of the will upon the object of testator's bounty presenting no latent ambiguity, though he used technical terms in the instrument, evidence to show that to his knowledge G. was in ill-health when the will was made, that J. did not visit the testator for some time before it was executed, and that testator never referred to him in the presence of his family, is not in explanation of the will but only tends to contradict it, and is therefore inadmissible. Matter of Lake, 287.
6. Construction of Power of appointment under — Trusts — Codicils Antenuptial agreements. - Actions Residuary legatees. An antenuptial agreement secured to the surviving husband or wife a one-fourth share in the property left by the other at death. The father of the intended husband, who as a party to the agreement covenanted to make no discrimination between his children in his will, devised and bequeathed one-fourth of his residuary estate in trust to pay over to said son any part of the principal at such times as he might require except $50,000 in certain bonds which in any event were to remain with the trustee, and he made substantially similar provision for each of his other children. Thereafter, by a seventh codicil, the share left to said son was bequeathed to plain- tiff in trust to pay the income to or for the use of said son during his life and at his death the trust was to cease and the principal and unpaid income were to be divided among his heirs at law, with a proviso that a certain dwelling house should not be included in the trust but should go to said son, his heirs and assigns forever. The son and his wife both survived the testator who made no provision for her by his will. Held, that said codicil constituted a discrimination against said son and so violated the antenuptial
agreement. By the judgment in an action brought by the son the trust created under said codicil was abrogated, the remainders extinguished and it was adjudged that the trustee retain the $50,000 and hold the same upon the trusts created by the will and first six codicils thereto for the benefit of said son and the remainder- men and the balance of the trust fund as directed by said judg- ment was paid over to the son who died leaving a will by which his widow was given one-fourth of his estate and the remainder, including all property which he had or over which he might have the power of disposition under the will of his father or otherwise, was left to another person. Both his widow and the residuary legatee survived him. Under the father's will the trustees upon the death of said son were directed to pay to his widow such portion of the trust fund then remaining in their hands as might be neces- sary to secure her the one-fourth part of her husband's estate as provided by the marriage contract. In an action for the settlement of the accounts of the testamentary trustee under the will of the father and for a decree directing the distribution of the $50,000, held, that the rights of the widow of said son were, under the will of her father-in-law, made dependent upon her rights under the marriage settlement. The son having performed the voluntary and gratuitous obligation of his father to secure his daughter-in-law her rights under the marriage settlement, her husband's right to exercise the power of appointment under the will of his father in favor of one other than his wife could not be questioned and the entire fund should go as he appointed. United States Trust Co. v. Gulick, 316.
7. Construction of Precatory words- Real Property Law, §§ 149, 151 and 153.- Where the will of a competent testatrix, who at her death was the owner of real property only, does not nominate an executor, the instrument may be admitted to probate upon the petition of her sister, her only heir at law and next of kin. The will provided: "I give in the name of God to my sister Maria Enright the Sole disposition of all my possessions to use as she may see fit during her life. And at the end the said Edwin McGraw be entitled to anything my sister may feel disposed to give to him. also Elizabeth Harris and Mary Trainor - in case of the desease of the Said Edwin McGraw his portion goes to his sisters." Held, that the provisions with reference to persons other than the sister were merely precatory and that she, both by the will and under sections 149, 151 and 153 of the Real Property Law, took a fee simple absolute in all of said real estate. Matter of Enright, 337.
8. Trusts Method of ascertaining residuary estate.— Testatrix, after certain bequests to each of her three sons, directed her execu- tors to divide the remainder of her estate into three equal shares. She devised and bequeathed to each of two sons one of the shares absolutely and the remaining share was given in trust to invest with direction to pay the net income thereof to a third son for life. Held, that under the rule laid down in Matter of Benson, 96 N. Y. 499, one-third of the residuary estate, as of the date of the death of testatrix, should be set apart for the trust created for the third
son and one-third of the total income of the residuary estate paid for his benefit to the trustee. All the income accrued upon the remaining two-thirds of the residuary estate, together with interest within one year from the grant of letters testamentary upon a money legacy given to the third son, should be divided into three equal parts and one of them paid to the trustee of the third son. Matter of Brookfield, 345.
9. Construction of When absolute gift cannot be cut down by a later provision of a will When legacies not chargeable upon real estate. An absolute gift cannot be cut down by a later pro- vision of the will except by language which is as clear as that which created the gift. The testator, in making a bequest of all his real estate and personal property to one of his daughters, failed to make use of the word "devise" is of no moment, and where the condition of the estate at the time the will was made furnishes no ground for assuming an intention that legacies given by later clauses should be charged upon the real estate, they must be paid out of the personal property. Matter of Gaffney, 397.
10. When power vested in a testamentary trustee to sell real estate may not be exercised - Trusts.- A power vested in testa- mentary trustees to sell their testator's real estate may not be exercised after the death of the sole beneficiary of the trust estate, even though there be debts existing against the estate. Matter of Toplitz, 401.
11. When one of duplicate wills cannot be proved.- Where decedent, having decided to change her will which had been made in duplicate, destroyed the duplicate which was in her personal possession about a year prior to her death, with intention to revoke the will, probate of the other duplicate will be denied. Matter of Field, 409.
12. Construction of Meaning of words "heirs and assigns Statute of Descent. The words "his heirs and assigns" in a will are used to describe the nature of the estate given to the beneficiary, not to express an intention that a lapse should be avoided by the substitution of the heirs in place of the predeceased devisee or legatee. Where testatrix made a devise to her stepson and to his heirs and assigns forever and he dies before her, the devise lapses and the property included therein passes under the Statute of Descent to the heirs at law of the testatrix. Matter of Reynolds, 453.
13. When probate denied· Execution of Attestation clause — Decedent Estate Law, § 21.- Decedent signed her name at the end of a writing she had made on both sides of a sheet of paper, and dated it, 66 'May 27, 1915," but there was no attestation clause or other writing. After her death said writing was found in a business envelope, upon the outside of which was written "Last Will and Testament of Isabelle Perrine Town of Minden Dated Witnesses Carrie Van Buren Simon Van Buren June 21st, 1919," and follow- ing the "Dated" the word "August" was written, through the whole length of which a line had been drawn and also another
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