Case ID: ad_22/html/0375-01.html
Source: Caselaw Access Project
Author: {"author": "Goodrich, P. J.:", "license": "Public Domain", "url": "https://static.case.law/"}
Date Created: 2024-08-24T03:29:51.129683

Charles H. Shanley, Appellant, v. Catharine F. Shanley, Respondent.
    
      Election—a beneficiary accepting a devise under a will is bound to obey its directions — complaint amended to give equitable relief.
    
    A testator, by his will, after giving to nis widow, in lieu of dower, a life estate in three lots, devised the lots, one to each of two daughters, and the third, the title to which stood in the name of his wife, to his son, by a provision concluding with the words “ which said strip or parcel, it is understood, my said, wife will convey and transfer to my said son.” At the death of the testator the widow entered into the possession of her life estate, including the lot given to the son, to compel a conveyance of which to himself, under an alleged agreement made by the widow with the testator at the time the will was executed, the-son brought an action against her, substituting as defendant, after her death,, her daughter to whom she had devised the lot in question.
    
      Dpon the trial of this action the court excluded evidence offered by the plaintiff tending to prove that the lot, although standing in the name of the widow, was purchased and paid for by the testator with his own money, and was controlled by him; that the widow was present when the will was executed, knew of and did not object to its provisions, and received the benefit of them and her distributive share of the estate.
    
      Held, that the exclusion of such evidence was improper;
    That the widow, having accepted benefits conferred by the will, was bound to carry out the intention of the testator and to convey to the plaintiff the premises in question;
    That, although the action was not brought to compel an election by the widow, the equitable principles relating to election were applicable to the case, and that, if necessary to give them effect, the court should have ordered an amendment of the complaint.
    Appeal by the plaintiff, Charles H. Slianley, from a judgment of the Supreme Court in favor of the defendant, entered in the office of the clerk of the county of Westchester on the 22d day of May, 1897, upon the. decision of the court rendered after a trial at the Westchester Special Term dismissing the complaint upon the merits.
    
      Gilbert 0. Hulse, for the appellant.
    
      John H. Glapjo, for the respondent.
   Goodrich, P. J.:

The action was brought against Jane E. Shanley to compel her to convey to the plaintiff a certain lot, described in the complaint, under an agreement made between her and Michael, her husband, at the time the latter was executing his will. After the death of the testator the widow died, and the action was revived against the present defendant.

The lot in question was deeded to the wife in 1879, and the complaint alleged that Michael purchased and paid the consideration therefor, but took the title in his wife’s name. The answer controverted this allegation, and at the trial evidence of the fact was offered by the plaintiff and excluded.

There were three adjoining lots on Grove street, Port Chester, each 50 by 150 feet, one of which is the lot in question. The title to the other two was in the testator. He left him surviving his widow and three children. The will gave the widow a life estate in all three lots, and from and after her decease provided as follows : “ To my son, Charles H. Shanley, the southerly one-third, being a strip fifty feet in width on Smith avenue and Grove street, and about one hundred and fifty feet in depth, which said strip or parcel, it is understood, my said w%fe will convey and transfer to my said son” One of the other lots was devised to a daughter Annie, and the remaining one to the defendant Catharine. The provisions of the will in favor of the widow were stated to be in lieu of her dower.

The widow entered into possession of her life estate, including the lot in question, and died in 1895, leaving a will by which she devised the premises in question to her daughter, the defendant. There is also in evidence an affidavit of the present defendant that she had been the owner of the lot for two years prior to her mother’s death, presumably by an unrecorded deed. The plaintiff offered evidence tending to show that the father owned and controlled the' lot in question and that the wife did not; that she was present when the will was executed and knew its contents; that she did not object to its provisions, and that she had accepted and received the benefit of the provisions of the will and her distributive share of the estate. This evidence was excluded under the exception of the plaintiff.

The plaintiff contends that the testator intended to equalize his devises to his three children, giving each of them one of the lots, and that, as the will treated the three lots as his own property and the widow assented to his devise of one of them to the plaintiff, she was bound to carry out the agreement. We think the exclusion of this evidence was error.

While this action is not brought to compel an election by the defendant, yet the equitable principles which govern that remedy must control the decision of this appeal. In 2 Story’s Equity Jurisprudence (§ 1075 et seq.) the principle is clearly stated: “Election -x -x -x js thg obligation imposed upon a party to choose between two inconsistent or alternative rights or claims in cases where there is clear intention of the person from whom he derives one that he should not enjoy both. * * * The party who is to take has a choice, but he cannot enjoy the benefits of both. * * * And in regard to the cases of implied election it has been truly remarked that the foundation of the doctrine is still the intention of the author of the instrument; an intention which, extending to the whole disposition, is frustrated by the failure of any part. Its characteristic in its application to these cases is that by equitable arrangement full effect is given to a donation of that which is not the property of the donor. * * - For the donee to accept the benefit while he declines the burden is to defraud the design of the donor. In short, courts of equity in such cases adopt the rational exposition of "the will that there is an implied condition that he who accepts a benefit under the instrument shall adopt the whole, conforming to all its provisions and renouncing every right inconsistent with it.”

This doctrine has been approved in many cases, but it is only useful to refer to Matter of Peaslee (73 Hun, 113); Chipman v. Montgomery (63 N. Y. 221); Havens v. Sackett (15 id. 365): In the last case, Denio, Oh. J., approves the principle laid down by Judge Story and illustrates it by saying : “ For example, if a testator has affected to dispose.of property not his own, and has given a benefit to the person to whom that property belongs, the legatee or devisee accepting the benefit so given to him must make good the testator’s attempted disposition. If he insist on retaining his own property which the testator has attempted to give to another person, equity will appropriate the gift made to him for the purpose of making satisfaction out of it to the person whom he has disappointed by the assertion of his rights.”

It is hardly necessary to point the application , of this now elementary principle to the case at bar. We need not resort to the claim of the plaintiff, that the lot was purchased and paid for by the testator with his own money, and that the title was put in his wife’s name for his convenience, but, treating the lot as the actual property of the wife, the excluded evidence was intended to prove the wife’s agreement to abide by and ratify the language of the will, in which the testator said: “ It is understood my said wife will convey and transfer to my said son’’the lot in question. But even without such an agreement, the evidence which was offered was calculated to show that the widow had accepted tne benefit of the other provisions of the will, had received certain life insurance specifically bequeathed to her, and also her distributive share under the will; and the law is clear that, having taken benefit under the will, she was bound to cany out the intention of the testator to convey to the plaintiff the premises in question.

It is true that the learned justice at Special Term, at the close of the plaintiff’s case, held that under the pleadings the plaintiff was only entitled to a specific performance of the agreement therein alleged, and that he could take no benefit under the will, but the subsequent offer to prove her presence at the time of the execution of the will, her failure to object to any of its provisions and her subsequent acceptance of benefits conferred by the will, was sufficient to present the question as to the equitable rights of the plaintiff; for it will be observed that the judgment contains a clause dismissing the complaint on its merits. The pleadings might properly have been amended to conform to the evidence thus offered, if it had been received, and the equitable consideration of the court would have been invoked to compel the carrying out of the intention of the testator to treat each of his three children equally by giving a similar lot to each. Indeed, we think the court would have been justified if, of its own motion, it had directed' an amendment of the pleadings in order to fulfill the clear intention of the testator.

The judgment should be reversed and a new trial granted, with leave to the plaintiff to apply at Special Term for an order to amend the pleadings if he shall be so advised.

All concurred, except Bartlett, J., not sitting.

Judgment reversed and new trial granted, costs to abide the final award of costs, with leave to plaintiff to apply at Special Term for permission to amend the complaint.