Majority
Headnote
Trust — will — real property — title — deed of real property in trust to pay income to grantor and wife and on death of wife convey fee to grantor and his heirs — life estate created terminable at death of wife — direction to trustees to convey fee does not transfer any part of estate to heirs of grantor — reversionary estate passes under residuary clause of will of grantor where he predeceased wife — no implication that gift to wife of residuary estate “ in lieu of dower ” is limited thereby to life estate — direction for division of property after wife’s death, if she leave children ■— no intent evidenced to limit gift to life estate in absence of issue, where, in that event, testator “ recommended ” manner in which wife should dispose of property — fee of all property passed to wife determinable only if she left children — property received passed under her will.In May, 1885, James Thomson executed .a trust deed of premises known as No. 49 Broadway. The deed recites that a marriage is about to be solemnized between the grantor and Anne D. Parsons, and that the purpose of the conveyance is to make provision for the said Anne D. Parsons pursuant to an ante-nuptial agreement. The deed provides that the trustee should hold the premises from and after the said marriage to the uses and purposes thereinafter declared. The trustee was to pay out of the net rents, income and profits to the said Anne D. Parsons the yearly sum of three thousand dollars “ and the residue of the rents, income and profits to pay to the said James Thomson and his assigns during the term of his natural life, and from and after the decease of the said James Thomson in the lifetime of the said Anne D. Parsons to pay the entire rents, income and profits of the said premises to the said Anne D. Parsons or her assigns during the term of her natural life and from and after the decease of the said Anne D. Parsons to convey the said land and premises to the said James Thomson, his heirs and assigns forever.”
The marriage was solemnized and the terms of the trust deed were carried out during the lifetime of the
The claim of the plaintiffs is disputed by other parties to the action. The executor and the residuary legatees and devisees of Anne D. Thomson urge that the fee of the trust property passed to their testatrix under the will of James Thomson. Some of the defendants are charitable organizations who urge that under that will the grantor and testator bequeathed his residuary estate, including a reversion in the trust property, to them after the death of Mrs. Anne D. Thomson. Another group urges that as to this, property, James Thomson died intestate. They claim by descent as his'heirs at law. The conflicting claims of the parties rest upon varying constructions of the trust deed and the subsequent will of James Thomson. James Thomson died possessed of other property not covered by the trust deed. In the case of Livingston v. Livingston ( 247 N. Y. 517 ) the same plaintiffs claim an interest in that property. The questions there raised depend for solution solely upon construction of the will. Judgment upon the pleadings was granted at Special Term in both actions by Mr. Justice Vernon M. Davis in favor of the parties claiming under the will of Anne D.
By the deed of trust the grantor created an equitable interest in the trust property in favor of his prospective wife and himself during the life of his wife. The trustee might hold the property only as long as the wife lived. The grantor cut a life estate out of his fee. All other legal interest and estate remained in or reverted to the grantor and his heirs. (Real Property Law, section 102; Cons. Laws, ch. 50.) In unmistakable language the grantor has evinced an intention that after the life estate had ended, the fee of the property should belong to himself, his heirs and assigns. The direction to the trustees to convey the fee is unnecessary and without legal effect. It cannot result in giving the grantor a larger estate than he already possessed. It does not show any intent by the grantor to divest himself of any part of his estate or to transfer it to his heirs. A similar situation was presented in .the case of Doctor v. Hughes ( 225 N. Y. 305 ). All that we said there applies with equal force to the trust deed now under consideration.
The grantor has made a will which was duly probated. If in that will he made a valid devise -of all his property his reversionary estate in No. 49 Broadway has passed to the devisee or devisees named therein. If the grantor died intestate as to this estate it has passed by descent to his heirs. The will of James Thomson, the grantor, abounds in technical legal expressions, but it is evident that the language is that of the educated layman rather than that of the skilled legal draftsman. The will contains a number of specific bequests but mentions no specific property, real or personal, of the testator. After these specific bequests the testator provided: “Fifteenth: All the rest, residue and remainder of my Estate real and personal, of every name, kind and description which I may own at the time of my decease, wheresoever the same may be situate, I do give, devise and bequeath unto my beloved Wife Anne D. Thomson (daughter of George
The testamentary intent of the grantor is embodied in the will read in its entirety. Disposition of property made in one clause of the will may throw light upon the meaning which the testator intended should be given to the language of another clause. If the will contained no provision of any kind for the disposition of the residuary estate except the bequest to the testator’s wife in clause fifteenth, there could be no doubt that the testator intended that Mrs. Thomson should take the fee of the estate as her absolute property. There is no express limitation upon the duration of the estate transferred, and no qualification of the completeness of the bequest and devise is either expressed or implied in the language of that clause. A suggestion is made that though the estate of the wife is not expressly limited to a life estate, such limitation should be implied because of the provision that the wife is to “ have and to hold all and singular the real and personal Estate hereby devised and bequeathed unto my said Wife Anne D. Thomson, in lieu of dower" We are unable to find any ground, for such implication in the use of these words. Argument is made that the testator must have intended that these words should have some meaning and that he may have intended to indicate by their use that the wife should “ have and hold ” the property only for the same life period during which she would have enjoyed a right of dower. At most, and even that is doubtful, the use of these words might give rise to a vague suspicion, a possible conjecture that the testator intended so to limit the estate granted to his wife. No inference can be drawn reasonably
In the succeeding clauses of the will there is unmistakable evidence that the testator after the bequest and devise of his residuary estate still felt some concern as to the ultimate disposition of the estate, or at least of whatever might remain of it after his death. In the sixteenth clause he provided that: “ I recommend my said wife Anne D. Thomson by any Last Will and Testament * * * to give, devise or bequeath the whole or any part of my real and personal Estate which is hereby devised and bequeathed unto her, among such child or children as may be born unto us in such shares and proportions as she shall deem proper. * * * ” The language used is rather that of advice than of direct command. It is entirely consistent with the view that the testator realized and intended that his wife should hold in fee the property devised and bequeathed to her and that her power of disposition thereof was unfettered
In the next clause he provided for the contingency that his wife might not accept the advice. “ If my said Wife shall die leaving any child or children by me begotten and without exercising the power of distributing the Estate hereby devised to her as aforesaid, among our children by her own last Will and Testament, Then and in such case I do give, devise and bequeath the said Estate or whatever may be the Rest, residue and remainder of the same, after the decease of my said Wife, to such child or children of mine who may survive their mother, my said Wife, to be divided equally among them share and share alike.” Clearly this clause shows that the testator did not intend to give to his wife an estate so complete and perfect as to exclude the operation of his will that provision should be made out of the property received by her for any children who might be born to them. Her estate was to terminate at her death, leaving such children her surviving. The direction for the division among such children of “ whatever may then be the Rest, residue and remainder ” of the estate bequeathed to her is consistent with a construction that under the earlier' clause of the will she received a fee which was defeasible upon the happening of the specified contingency. (Mattef of Gardner, 140 N. Y. 122 .) It is urged, however, that the direction for division, after the wife’s death, if she shall leave children her surviving, of the property bequeathed to her, evidences an intention that she was to receive an estate only for her life rather than a determinable fee. - Tn '■ ■ ,-x "x
That suggestion might not be entirely without force if it were not negatived by other provisions of his will.The wife died without children. The testator recognized that there might be no issue of their marriage. If that happened, he “ recommended ” to his wife how she should dispose of the property. Again,, these are. words of
In support of their conflicting contentions of the construction of the will, the various parties urge other con
Judgment of the Appellate Division should be reversed, with one bill of costs against the plaintiffs payable to the appellants claiming under the will of Anne D. Thomson and the judgment rendered at Special Term should be affirmed.
Cardozo, Ch. J., Pound, Crane, Andrews, Kellogg and O’Brien, JJ., concur.
Judgment accordingly.
Cases cited
- Doctor v. Hughes 225 N. Y. 305 p. 98, p. 99, p. 101, p. 102, p. 105
- Upington v. Corrigan 151 N. Y. 143 p. 99
- In re the Accounting of Tamargo 220 N. Y. 225 p. 99, p. 101, p. 102, p. 103
- Guernsey v. Guernsey 36 N. Y. 267 p. 99
- Asche v. Asche 113 N. Y. 232 p. 99
- Banzer v. Banzer 156 N. Y. 429 p. 100
- Erwin v. Waterbury 231 N. Y. 592 p. 100
- In re the Will of Barney 239 N. Y. 584 p. 100
- Clay v. Wood 153 N. Y. 134 p. 100
- Brown v. Perry 51 App. Div. 11 p. 100
- Hacker v. Hacker 153 App. Div. 270 p. 100
- Crain v. Wright 114 N. Y. 307 p. 100
- Campbell v. Beaumont 91 N. Y. 464 p. 100
- Goodwin v. Coddington 154 N. Y. 283 p. 100
- Roseboom v. Roseboom 81 N. Y. 356 p. 100
- Washbon v. Cope 144 N. Y. 287 p. 100
- Benson v. Corbin 145 N. Y. 351 p. 100
- Tilden v. Green 130 N. Y. 29 p. 101
- Van Nostrand v. Moore 52 N. Y. 12 p. 101
- Colton v. Colton 127 U. S. 300 p. 101
- Phillips v. Phillips 112 N. Y. 197 p. 101
- Smith v. Floyd 140 N. Y. 337 p. 101
- Graves v. Deterling 120 N. Y. 447 p. 102
- New York Life Insurance & Trust Company v. Hoyt 161 N. Y. 1 p. 102
- Keteltas v. Keteltas 72 N. Y. 312 p. 102
- Belmont v. O'Brien 12 N. Y. 394 p. 102
- Gilman v. Reddington 24 N. Y. 9 p. 102
- Townshend v. Frommer 125 N. Y. 446 p. 102
- Devyr v. Schaefer 55 N. Y. 446 p. 102
- In re the Accounting of Buechner 226 N. Y. 440 p. 102
- Embury v. Sheldon 68 N. Y. 227 p. 102
- Crooke v. County of Kings 97 N. Y. 421 p. 102, p. 103
- Nearpass v. Newman 106 N. Y. 47 p. 102
- Van Beuren v. Dash 30 N. Y. 393 p. 102
- Thurber v. Chambers 66 N. Y. 42 p. 102
- In re the Final Judicial Settlement of the Accounts of Wells 113 N. Y. 396 p. 102
- In re Livingston 34 N. Y. 555 p. 102
- Watkins v. Reynolds 123 N. Y. 211 p. 102, p. 103
- Manice v. Manice 43 N. Y. 303 p. 103
- In re the Judicial Settlement of the Accounts of Seebeck 140 N. Y. 241 p. 103
- Tompkins v. Verplanck 10 App. Div. 572 p. 103
- Clark v. Cammann 160 N. Y. 315 p. 103
- Pomroy v. Hincks 180 N. Y. 73 p. 103
- Doane v. Mercantile Trust Co. 160 N. Y. 494 p. 103
- Livingston v. Livingston 247 N. Y. 517 p. 104
- In re the Final Accounting of Gardner 140 N. Y. 122 p. 108