Majority
Headnote
Wills — direction as to disposition of all rest, rgsidue and remainder — where the language of is inexact or ambiguous — real meaning of testator — executors and administrators.This matter comes on upon exceptions to the report óf a referee appointed to hear and determine all questions arising upon the judicial settlement of the account of Caira Robbins and Eliza Parker Robbins, executrices of Winfield Robbins, deceased.
At the outset the question arises for determination whether or not the objectants are entitled to urge their objections. The correct answer to this question depends upon a construction of the will of the testator, and also, under the claim of the objectants, upon the effect of a release hereafter mentioned. The will of the deceased is as follows:
‘11, Winfield Bobbins, of the City of New York, in the State of New York, do make and declare my last will and testament to be as follows:
“ First. I order and direct my executrices hereinafter named to pay all my just debts and funeral expenses, and in case of my death in a foreign land to
,l Second. ■ I give and bequeath legacies as follows: To Edwin Robbins or his wife, ten thousand dollars; to Alvin Robbins, ten thousand dollars; to Ida Francis Robbins, thirty thousand dollars; to Eliza Parker Robbins, thirty thousand dollars; to Caira Robbins, forty thousand dollars and my personal effects of every description.
‘ ‘ Fourth. I give and bequeath to the Robbins ’ Library in the Town of Arlington, State of Massachusetts, the sum of twenty-five thousand dollars. The principal is to be kept intact, and the interest of said twenty-five thousand dollars to be devoted to the care, preservation and increase of my collection of prints. The disbursement of the interest of the fund and the supervision of my collection of prints to be under the sole control of Caira Robbins so long as she may desire.
“ Fourth. All the rest, residue and remainder of my estate, real or personal, of which I die seized and possessed or in any way or manner interested in or entitled to and wheresoever the same may be situated, I place in trust for my brother Milton Robbins during his lifetime.
“ Fifth. In case that I shall die leaving no issue ■ living and my brother shall have deceased also, I give, devise, and bequeath all the property and estate in . trust for my brother, Milton Robbins, to Ida F. Robbins, Eliza P. Robbins and Caira Robbins, they to take such portion as they may deem necessary to build a town hall in the Town of Arlington, Massachusetts, in memory of Amos Robbins, a citizen of New York, born in West Cambridge, the Town of Arlington agreeing to remove the Alvin Robbins house from off the present park site.
‘ ‘ In witness whereof I have hereunto set my hand and seal this second day of October, one thousand nine hundred and seven. Winfield Robbins, [seal.]
‘ ‘ Signed, sealed, published and declared by the testator, Winfield Robbins, as and for his last will and testament in the presence of us, who at his request and in his presence and the presence of each other have hereunto subscribed our names as witnesses. Vincent Loeser, [seal.] 320 West 108th street, New York. Zenas E. Newall, [seal.] 101 North Broadway, Yonkers, N. Y.”
It will be incidentally observed that the testator erred in the numbering of the paragraphs of his holographic will. The testator died November 5, 1910. Milton Robbins, mentioned in the paragraph properly numbered “ fourth ” of the will of the decedent, survived the testator, but died seven, weeks thereafter. Milton Robbins left a will by which all of his property was bequeathed to his wife, Emma Robbins, who was also appointed the sole executrix. The testator left him surviving no widow or children, and therefore Milton Robbins was the nearest of kin. Caira Robbins and Eliza Parker Robbins, the executrices, and Ida F. Robbins, their sister, are second cousins of the testator.
On October 3,1911, the aforementioned Emma Robbins executed a release, which has been given in evidence. It provides as follows:
“Know all men by these- presents, that I, Emma Robbins, of New York, N. Y., in consideration of $1 and other valuable considerations to me paid by Eliza Parker Robbins and Caira Robbins, as they are executrices under the will of Winfield Robbins, do hereby,
“ Witness my hand and seal this 3d day of October, 1911. Emma Bobbins. [L. S.]
“ In the presence of E. Gr. Duvall.”.
During the course of the proceeding the accountants offered also in evidence an assignment, dated May 7, 1913, by which Emma Bobbins assigns and sets over unto the executrices all her right, title and interest in the testator’s estate,■ naming the executrices as individual grantees. This instrument was excluded from evidence over the exception of the accountants. The exclusion was, I think, error.
The rights of the contestants and their standing in this proceeding are to be determined by a construction of the portions of the will before set out, as modified by the release and also the assignment, offered in evidence, in so far as it is properly to be considered.
The claim of the contestants is briefly this: That under paragraph fifth of Winfield Bobbins’ will, the residuary bequest did not vest in the legatees therein named upon the death of Milton Bobbins, because Milton Bobbins did not predecease the testator, and further, that as Milton Bobbins took a remainder interest as next of kin remaining after the life estate be- ' queathed to him, the release executed by his sole legatee and legal representative operated to the benefit of the contestants, who after said Milton Bobbins are the nearest of kin. That is, their contention is that under the will of Winfield Bobbins the remainder interest in
The will of the testator is ambiguous. A literal reading thereof does not, I think, express the testator’s real meaning. He did not intend that the three ladies named in the fifth paragraph of the will should take only upon the double contingency of the testator dying without issue and his brother having predeceased him. In the fourth paragraph of the will the testator bequeaths the residuary estate in trust for the benefit of his brother during his lifetime, and in the fifth paragraph he indicates an intention that the residuary estate so bequeathed in trust should go to Ida F. Robbins, Eliza P. Robbins and Caira Robbins. The words “ and my brother shall have deceased also ” do not, I hold, indicate an intention to make the death of the brother prior to the testator a condition precedent of tha bequest to the three ladies named in the fifth paragraph. The only effect that those words have is to reiterate that the bequest in the fifth paragraph is a remainder interest. It certainly would be a senseless disposition for the testator to say in the fourth paragraph of his will that he gives Milton Robbins a life interest and then in the fifth paragraph to provide that the property which had been so given in trust for Milton Robbins should go to some one else, only if Milton Robbins did not survive the
Where the language of wills has been inexact or ambiguous the courts frequently transpose or insert words or phrases, or even leave out or insert provisions in order to effectuate an intention that is with reasonable certainty to be gathered from the whole text of the instrument.
Dreyer v. Reisman, 202 N. Y. 476 . See; also, Phillips v. Davies, 92 N. Y. 199 .
It would therefore seem that the contestants in this proceeding are not in any way interested in the distribution of the decedent’s estate. But even were contestant’s construction of the will adopted, the same conclusion would follow. The instrument of release contains no words of assignment. In order to give the contestants any interest in the estate that instrument must be construed to have the effect (assuming that there was a partial intestacy) of transferring and assigning the distributive share of Milton Robbins as next of kin to collaterals next further removed from the testator. In Amherst College v. Ritch, 151 N. Y. 282 , 338, the Court of Appeals pointed out the distinction between an instrument of release and an assignment and said that where the word “ release ” is used in connection with “ claims ” it never has any other meaning than that of waiver, surrender or relinquishment, and that no right of action could pass by a release of that nature. The release by its terms does not purport to release any claim which the releasor
In order to sustain the contention of the contestants the construction of the instrument as a release Avould not be sufficient. The mere release to the executrices of the claim of Emma Bobbins would not per se transfer that portion of the estate as to which there is an intestacy to the contestant. The cousins are not next of kin. The failure of the testator to dispose of his entire estate would give such portion not disposed of to the next of kin and only to those who are such at the time of the death of the testator. It is well settled that those only are next of kin who are such at the date of the death of the testator. Clark v. Cammann, 160 N. Y. 315 ; Doane v. Mercantile Trust Co., id. 494; Simonson v. Waller, 9 App. Div. 503 . And this is so even if the tenant for life under the will is the sole next of kin. The release executed by the brother’s representative "and sole legatee did not exclude him from being the next of kin and could not make the cousins stand in that relation. The statute operated once and could not be invoked a second time. In short, the only manner in which the representative of the brother could dispose of his distributive share would be by an assignment, and, as above stated, the release should not be deemed an assignment.
- The accountants moved to dismiss the objections and they are dismissed and the referee’s report is overruled; ■' The account and supplemental account are settled, allowed And adjusted as filed. .
Decreed accordingly. .. ,
Cases cited
- Dreyer v. Reisman 202 N. Y. 476 p. 352
- Phillips v. Davies 92 N. Y. 199 p. 352
- Trustees of Amherst College v. Ritch 151 N. Y. 282 at 338 p. 352
- Clark v. Cammann 160 N. Y. 315 p. 353
- Simonson v. Waller 9 App. Div. 503 p. 353
- In re Wolfe's Estate 89 App. Div. 349 at 354 p. 354