Case Name: Matilda H. Lowenhaupt, Individually and as Executrix of and Trustee under the Last Will and Testament of Henry Johnson, Deceased, Respondent, v. Charles G. Stanisics, Individually and as Executor of and Trustee under the Last Will and Testament of Henry Johnson, Deceased, and Others, Appellants, Impleaded with Henry J. Lowenhaupt and Others, Defendants
Court: New York Supreme Court, Appellate Division
Jurisdiction: New York
Decision Date: 1904
Citations: 95 A.D. 171
Docket Number: 
Parties: Matilda H. Lowenhaupt, Individually and as Executrix of and Trustee under the Last Will and Testament of Henry Johnson, Deceased, Respondent, v. Charles G. Stanisics, Individually and as Executor of and Trustee under the Last Will and Testament of Henry Johnson, Deceased, and Others, Appellants, Impleaded with Henry J. Lowenhaupt and Others, Defendants.
Judges: 
Reporter: Appellate Division Reports
Volume: 95
Pages: 171–173

Head Matter:
Matilda H. Lowenhaupt, Individually and as Executrix of and Trustee under the Last Will and Testament of Henry Johnson, Deceased, Respondent, v. Charles G. Stanisics, Individually and as Executor of and Trustee under the Last Will and Testament of Henry Johnson, Deceased, and Others, Appellants, Impleaded with Henry J. Lowenhaupt and Others, Defendants.
Will — invalid direction for the accumulation of income—who ha/ce the next eventual estate—- the Appellate Division may affirm, but cannot reverse a judgment favorable to persons not parties to the appeal.
A testator, who was survived by his widow and one daughter, gave the income of all his property to his widow for life, and after her death fifty dollars per month to his daughter and a larger sum in the event of her becoming a widow. The will then provided, “And out of the balance of the income, interest, rents, issues and profits of my said estate I direct my executors to pay all taxes, assessments, water rents, interest on mortgages upon my real estate, and all insurance premiums and necessary repairs upon the buildings, and to accumulate what then remains of such interest, income, rents, issues and profits of my estate and with the same from time to time, pay off all mortgages upon my real estate; as soon as all mortgages and incumbrances upon my real estate have been fully paid off and discharged, I direct my executors to pay over to my said daughter, Matilda H. Lowenhaupt, all the net interest, income, rents, issues and profits of my said estate after the payment, of all taxes, assessments, water rents, insurance premiums, necessary repairs upon the building and other necessary expenses for and during the term of her natural life.”
Held, that "the provision for the accumulation of rents was invalid, but that the remaining provisions of the will were valid;
That the testator’s widow having died, the husband and children of the testator’s daughter were presumptively entitled to the next eventual estate.
Semble, that the Appellate Division may affirm a judgment, although certain persons favorably affected by the judgment have not been made parties to the appeal.
Semble, however, that in such a case the Appellate Division would have no power to reverse the judgment.
Appeal by the defendants, Charles G-. Stanisics, individually and as executor of and trustee under the last will and testament of Henry Johnson, deceased, and others, from a judgment of the Supreme Court in favor of the plaintiff and the infant defendants, Henry J. Lowenhaupt and others, entered in the office of the clerk of the county of Kings on the 5th day of January, 1903, upon the decision of the court, rendered after a trial at the Kings County Special Term, construing the will of Henry Johnson, deceased.
Frank E. Loughran, for the appellants.
Alfred G. Reeves, for the respondent.

Opinion:
Willard Bartlett, J.:
This is an action to construe the will of Henry Johnson, who died on April 18, 1891, leaving him surviving his widow, Martha Jane Johnson, and the .plaintiff, his only child. The plaintiff's husband, Henry Lowenhaupt, and the eight children of the marriage, all of whom are infants, were defendants in the action, but are not parties to this appeal. The appellants are nephews and nieces of the testator.
The will gave the income of all the testator's property to his widow for life and after her death, by the 6th paragraph, fifty dollars a month to the plaintiff, and a larger sum in the event of her becoming a widow. After giving this direction, the 6th paragraph reads as follows: " And out of the balance of the income, interest, rents, issues and profits of my said estate, I direct my executors to pay all taxes, assessments, water rents, interest on mortgages upon my real estate, and all insurance premiums and necessary repairs upon the buildings, and to accumulate what then rema/ms of such interest, income, rents, issues and profits of my estate, and with the same from time to time pay off all mortgages upon my real estate¡ as soon as all mortgages and incumbrances upon my real estate have .been fully paid off and discharged, I direct my executors to pay over to my said daughter, Matilda H. Lowenhaupt, all the net interest, income, rents, issues and profits of my said estate after the payment of all taxes, assessments, water rents, insurance premiums, necessary repairs upon the building and other necessary expenses, for and during the term of her natural life."
The will appointed the testator's wife sole executrix, and designated that the testator's daughter, the present plaintiff, and his nephew diaries Gr. Stanisics, one of the defendants and appellants,should succeed her as executors upon her death. The widow has died, and the daughter and nephew have succeeded her. The learned court below held that the provision for the accumulation of rents in that portion of the 6th paragraph of the will which has been quoted, was invalid, but upheld the remaining provisions of the will and decreed that the plaintiff's husband and children were presumptively entitled to the next eventual estate.
It will be observed that the effect of this Special Term judgment is favorable to the husband and children of the plaintiff who are not parties to the appeal. They are adjudged to be now entitled to the income which cannot be accumulated under that provision of the will which has been declared to be invalid. These infant defendants duly appeared by a guardian ad litem, answered and participated in the trial; and yet, without any notice to them of the present appeal, this court is asked to reverse a judgment in their favor. I doubt whether we can do this under the circumstances (See West v. Place, 80 Hun, 255), but I suppose there can be no question of our power to affirm the. judgment, if we conclude that it is' right.
It seems to me quite clear that the will in question was correctly construed by the court below. The accumulation provided for by the 6th paragraph was of the same character as that considered by the Court of Appeals and condemned in Hascall v. King (162 N. Y. 134), and it would be superfluous to repeat here the clear and convincing arguments of Chief Judge Parker in the prevailing opinion in that case. That opinion- disposes of every argument addressed to us here in behalf of the appellants, including the contention that the provision in- the 6th paragraph can be sustained under subdivision 2 of section 76 of the Real Property law (Laws of 1896, chap. 547) authorizing a trust to lease real property as well as to sell or mortgage the same for the benefit of annuitants or other legatees. Under the authority of Hascall v. King (supra), I do not see how the learned judge at Special Term could have reached any other conclusion, and I think the judgment should be affirmed.
All concurred. .
Judgment affirmed, with costs.