Court Opinion

ID: 6129890
Source: CourtListenerOpinion
Date Created: 2022-02-04 20:58:11.7176+00
Date Added: 2024-06-11T08:53:18.206304
License: Public Domain

Daniels, J.:
This case was brought under authority of section 1866 of the Code of Civil Procedure, to determine the validity and construction of a will for the testamentary disposition of her property, made by Esther L. Tiers, deceased. The plaintiff was not one of the beneficiaries under the will, but claimed to be entitled to a portion of the property affected by it, under an instrument delivered to her by her husband in form conveying and transferring his interest in the devised propei’ty to her, and to maintain the action she insisted that the devise of the estate of the testatrix to the executors and trustees named in her will was void, and that she was entitled to recover an *187undivided sixth interest in the estate. This position was taken by her upon the ground that the will provided for an unlawful suspension of the power of alienation in the property which the testatrix, by means of it, devised to her executors. At the time of her decease, she left her surviving five sons and one daughter, and she devised to each one of two of her sons an equal sixth part of her estate. The remaining four-sixths were devised in trust to the executors to keep the same leased, and receive and collect the net income thereof and pay and divide it among her other three sous' and her daughter in equal shares during their several and respective natural lives, and upon their several and respective deaths to convey, assign and transfer the shares of the principal producing the income of the one dying to his or her child or children, upon their arriving at the age of twenty-one years, and the lawful issue of any such children deceased at the time of his or her or their parents’ death. If was further declared that if any of such children should die before the age of twenty-one years without leaving lawful issue,, then the share of the one dying should become and form part of the residuary estate for the benefit of the children of the testatrix, in the same share and under the same trusts and limitations in all respects as if such share had been included and formed part of the original division. These directions, under the statute, made a legal disposition of the property of the testatrix for and during the period of the respective lives of her children. It was a valid trust, for the executors were to receive the rents and profits during the lives of these designated persons and apply them to their respective use and maintenance. (2 R. S. [6th ed.], 1106, § 55, sub. 3.)
These directions provided for no unlawful suspension of the power of alienation, for they divided the remainder of the estate •into shares, and one of these shares was expressly devoted to the benefit of each one of thebeneficiaries. And under the will the validity of the directions given must, be determined by their application to' these distinct and severed interests (Post v. Hover, 33 N. Y., 593; Monarque v. Monarque, 80 N. Y., 320); and by no possibility could these trusts, as to either of the shares, extend beyond the life of the person first to be benefited, and of the survivors contingently to be benefited in consequence of the decease of any one of the children mentioned before the age of twenty-one years, leaving no *188lawful issue. The income of each share in the first instance was to be applied to the support of the son or daughter for whom it was given to the executors, and upon the decease of either son or •daughter then his or her share was to be conveyed, assigned and transferred to his or her child or children upon their arriving at the age of twenty-one years, and the lawful issue of any such children who might be deceased at the time of his or her or their parents’ death. In this event the share would become absolutely vested on the decease of the son or daughter for whom it was created. And the trust accordingly for each share under this construction would ■extend only through the life of the person for whose benefit it was ■created. If, however, any of the children to whom this ultimate disposition is to be made shall die without lawful issue before the age of twenty-one years, then the share or portion of the one so dying is directed to be added to the residuary estate for the benefit ■of all of the testator’s children, in all respects the. same as if that part of the estate had been included in the original division. The effect of this clause would be to give to each of the survivors in trust, one-third of the share of the child or children who should fail to become entitled to participate in the property by his or her decease without issue, and before their arrival at the age of twenty-one' years, and that would extend the trust in that portion of the property of the testatrix during the respective lives of these surviving beneficiaries, but under the directions which were given the ■survivors would be entitled to the benefit of each share of the property so secured to them distinct and separately from, each other, and the consequence would therefore be that the trust controlled by this construction would not extend beyond the period of two lives in being at the time of its creation,, and it would not be in contravention therefore of any of the restraints of the statutes upon this subject. This would exhaust the estate as to the ■children of the testatrix, and as the directions given upon this subject are primary in their character, and separate and distinct and in no manner dependent upon any others contained in the will, these trusts would be valid and legal even if those afterwards directed cannot be carried into effect. (Harrison v. Harrison, 36 N. Y., 543.) And as they were legal, the trustees were disabled from conveying or charging the estate vested in them to sustain the trusts, *189and the persons beneficially interested were also disabled from assigning or in any manner disposing of their interests. (2 R. S. [6th ed.], 1110, §§ 76-78.) After the cessation or expiration of these trusts the child whose share shall be exhausted eán under these directions have no further interest whatever in the estate of the testatrix, and as the trusts to this extent are supported by the statute, no right or interest whatsoever was transferred to the plaintiff by the instrument executed and delivered to her by her husband.
The reason assigned in support of the proposition that the will provided for an unlawful suspension of the power of alienation was that on either of the sons or daughter dying without issue, then the trust was directed to be continued for the benefit and through the life of his or her surviving wife or husband as the case might be. And as the person so dying might marry a person not in being at the death of the testatrix, this direction might extend this part of the trust beyond the expiration of two lives in being at the decease of the testatrix, and therefore be in conflict with the provisions of the statute upon this subject. (2 R. S. [6th ed.], 1101, §§ 14, 15.) Whether this result might follow or not is not a point now to be determined, for if this direction is unauthorized then the estate of the son or daughter so dying will vest in the legal heirs of the testatrix as an absolute legal estate. And to recover it or determine the right to it, the surviving wife or husband of the deceased owner of the share would be a necessary party to the controversy. And as that person may not now be living and consequently cannot be made a party to this action, the determination of the controversy must be relegated to that time.
It is not now and cannot be a point before this court. It may never arise, and will not unless the persons entitled to the rents and profits of either of the shares shall die without a child or children to whom the share can be absolutely transferred. As the case now stands, that contingency is too remote for consideration, and whether it will arise or not can only be known after the decease of one of the persons provided for by the will, and that decease taking place without issue. For all the present purposes of administering the estate, it has been legally vested in the executors and will continue so during the life of the person for whom each respective share has been provided by the will, or for whom any contingent interest has *190been declared dependent upo the decease of any of his or her children without lawful issue before the attainment of the age of twenty-one years.
The judgment was warranted by the circumstances and it should be affirmed, with costs.
Davis, P. J., and Beady, J., concurred.
Judgment affirmed, with costs.