In re Werle's Will

This is a proceeding, brought upon the petition of the executor named in the last will and testament of the decedent, to obtain a construction of the latter’s last will and testament pursuant to. the provisions, of section 2615 of the Code of Civil Procedure. The particular portion of the will as to which he requests

Paragraph “First” is as follows:

“First. After my lawful debts are paid, I give and bequeath to Mrs. Marion K. Hawes, of Lyndhurst, in the state of New Jersey, fifteen shares of American Car and Foundry preferred stock, and twelve shares of United States Steel, common.”

Paragraph “Second” is as follows:

“Second. I give and bequeath to my niece, Mrs. Eliza W. Oliver, of Lincoln, Nebraska, any money remaining to my credit in the Bank of Savings, in the city of New York, and my gold watch and chain and bracelet with fifteen gold dollars attached.”

The petition shows that at the time of the death of the decedent her property consisted of the money remaining to her credit in the “Bank of Savings” in the city of New York amounting to $800, 15 shares of the American Car & Foundry preferred stock, and 12 shares of the common stock of the United States Steel Corporation, and that she had no other property than that specifically mentioned in said will, except the sum of $225 in cash in her personal possession, which latter sum was insufficient to pay her debts and funeral and administration expenses. These allegations of the petition arc not denied, and must therefore be accepted as true. Code Civ. Proc. § 2546.

The questions which the petitioner desires to have determined are:

(1) Is the legacy contained in the first paragraph a specific or a general legacy ?

(2) Is the legacy contained in the second paragraph of said will, to wit, “money remaining to my credit in the Bank of Savings, in the City of New York,” a specific or a general legacy?

(3) To what fund or property must petitioner have recourse for the payment of debts and funeral and testamentary expenses of the decedent remaining unpaid after the application thereto as part payment thereof of said sum of $225 cash in the personal possession of the decedent at the time of her death ?

Roper on Legacies (page *191) defines a specific legacy as follows:

“The bequest of a particular thing or money specified and distinguished from all others of the same kind, as of a horse, a piece of- plate, money in a purse, stock in the public funds, a security for money, which would immediately vest with the assent of the executor.”

And he remarks:

“It differs from a general or pecuniary legacy in this respect: That if there be a deficiency of assets, the specific legacy will not be liable to abate with the general legacies ; and, on the other hand, if suc-h specific legacy be disappointed, as by failure of the specific fund, the legatee will not be entitled to any recompense or satisfaction out of the personal estate of the testator.”

(Schouler on Wills and Administration (page 521) defines a general legacy as being “one which does not necessitate delivering any particular thing or paying money out of any particular portion of the estate,” and a specific legacy as being “the converse of this, or where a particular thing must be delivered, according to the terms

“One important consequence of this distinction is that, should the assets prove deficient, general legacies must abate, while a specific legacy does not” (except for creditors as a last resort).

Thomas on the Laws of Estates Created by Wills (page 1494) defines a legacy and says:

“A le^cy is general, and not specific, unless by its terms it indicates a particular part of the testator’s estate as the subject of the bequest.”

In Matter of King, 122 App. Div. 354 , 106 N. Y. Supp. 1073 , the court says:

“A legacy is general when it is so given as not to amount to a bequest of a particular thing distinguished from all others of the same kind.”

In the light of these definitions there can be no doubt that the legacy of the shares of stock in paragraph “First” is a general legacy, unless something in the language of that paragraph and the circumstances of the testator’s estate indicate that the testatrix intended the shares which she possessed to be the identical shares which she bequeathed to the beneficiary named. The fact that at the time of her death she actually owned the identical number of shares in the respective corporations which she bequeathed to the beneficiary, it is urged, manifests such an intention. The question is not a new one, and I believe is no longer debatable.

In the case of Tifft v. Porter, 8 N. Y. 516 , the testator owned 360 shares of Cayuga County Bank stock and by his will he bequeathed 240 shares of Cayuga County Bank stock to one legatee and 120 shares to another, but without indicating that the shares bequeathed were to be taken from those which he owned at the time of his death. The court adjudged that these legacies were not specific, and says in those cases in which legacies of stocks or shares of public funds have been held to be specific:

“Some expression has been found from which, "an intention to make the bequest of the particular shares of stock could be inferred. Where, for instance, the testator, has used such language as ‘my shares,’ or any other equivalent designation, it has been held sufficient. But the mere possession by the testator, at the date of his will, of stock of equal or larger amount than the legacy, will not of itself make the bequest specific”—citing Williams, Executors, 842; Roper on Legacies, 2007.

See, also, Shether v. Sherman, 65 How. Prac. 9; Holt v. Jex, 48 Hun, 528 , 1 N. Y. Supp. 195 ; Matter of King, supra; Spencer v. Hay Library Ass’n, 36 Misc. Rep. 395 , 73 N. Y. Supp. 712 ; Matter of Bergen, 56 Misc. Rep. 92 , 106 N. Y. Supp. 1038 ; Osborne v. McAlpine, 4 Redf. Sur. 1.

In my opinion it follows from the foregoing authorities that the bequest contained in paragraph “First” of the last will and testament under consideration is not a specific legacy, but a general legacy.

As to' the legacy contained in paragraph “Second,” concerning which the executors appear in doubt, it is argued that the bequest of the “money remaining to my credit in the Bank of Savings, in the city

In Larkin v. Salmon, 3 Dem. Sur. 270, the testatrix bequeathed to beneficiaries named “all the money left in the West Side Bank, after carrying out the directions in the first three clauses of this my will.” In the first three clauses of her will she had provided for paying two legacies of $1,000 each, and also for fencing a plot in Calvary Cemetery, so* that the amount which would remain in the West Side Bank was also uncertain. The learned surrogate held that the legacy .in question was a specific legacy, “within the definition of that expression sanctioned by the highest judicial tribunals,” and cites numerous cases. In Estate of Beckett, 15 N. Y. St. Rep. 716 , the bequest was of all the money that the testator died possessed of in savings banks, and here also the legacy was held to be specific.

Nor can I see any weight in the contention that the testatrix intended by the bequest under consideration, to dispose of the remainder of her estate, and that the clause was in effect a residuary clause. It is conceded that she had the sum of $225 in her personal possession and undisposed of by the will. These facts alone, in my opinion, show that the testator did not intend that paragraph “Second” should have the effect of a residuary clause. I hold that the legacy in question is a specific legacy.

A determination of the first two questions propounded on this construction, it seems to me, is an answer to- the third. Section 2684 of the Code of Civil Procedure so far as material provides that:

“Articles not necessary for the support and subsistence of the family of the deceased, or not specifically bequeathed, must be first sold; and articles so bequeathed must not be sold until the residue of the personal estate has been applied to the payment of debts.”

It follows in the estate under consideration that the property which is the subject of the general legacy contained in paragraph “First” of the will must be applied to the payment of debts and of funeral and testamentary expenses, if they exceed the sum of $225, before the application thereto of the property mentioned in the specific legacy contained in paragraph “Second” thereof.

I construe the will in accordance with the above conclusions. Settle decree accordingly.

Decreed accordingly.