Opinion
October, 1902.
J.D. Bell, for plaintiff.
Frank Eno, for defendant Homer F. Coon.
Edward F. McCormick, for defendant Silas Wilkinson.
Claudius Rockefeller, guardian ad litem for infant defendant May McMann.
It is a "well established general rule of construction that where there is a devise to one person in fee and in case of his death to another, the contingency referred to is the death of the first named devisee during the lifetime of the testator, and that if such devisee survives the testator he takes an absolute fee." Matter of Cramer, 170 N.Y. 275.
The defendants Homer F. Coon and Silas Wilkinson contend that this rule has no application here, because of the existence of the prior life estate of Eunice Coon.
In Matter of Denton, 137 N.Y. 433, it was said, "this rule has only a limited operation, and cannot be extended to a case where a point of time is mentioned other than the death of the testator, to which the contingency can be referred, or to a case where a life estate intervenes, or where the context of the will contains language evincing a contrary intent."
In Matter of Baer, 147 N.Y. 354, it was said: "The rule is never permitted to operate in a case where, as here, a point of time for distribution is mentioned other than the death of the testator, or where a life estate intervenes, or where the context of the will contains language indicating a contrary intent."
These cases however, and others cited, do not support the contention that the contingency of death without issue refers to a death at any time, but they hold that such contingency should be referred to the death of the life tenant rather than to the death of the testator.
Applying the principles above-mentioned therefore to the present case, I think the contingency of death without issue of any of the three sons of Eunice Coon, should be referred to her death, and not to the death of the testatrix. The time of distribution or division of the farm in question is clearly fixed as being the occasion of the death of the life tenant Eunice Coon. After giving her the use for life of the farm, the testatrix continues as follows: "And after the death of my daughter Eunice, then ( i.e., at that time) I give and devise the said farm of land to the three sons of my daughter Eunice * * * their heirs and assigns forever." And the death without issue of any of the sons must be referred to this latter event.
It was stated in Matter of Denton, supra, "The contingency plainly refers to the time when each part of the residue becomes distributable; the life estate of the wife and daughter intervenes before the event can be finally determined upon which the contingency depends."
In Fowler v. Ingersoll, 127 N.Y. 478, the court said that in the case of a life estate, "The presumption would be that the words of contingency referred to the event which would determine the life estate. The rule is so stated in Jarman on Wills, vol. 2 (5th ed.), p. 759."
In Matter of New York, Lackawanna Western Railway Co., 105 N.Y. 92, the court in explaining the reason for the rule said: "The reason assigned for this construction has been that as death is a certain event, and the time only is contingent, the words of contingency in a devise of this description can only be satisfied by referring them to a death before some particular period, and no other being mentioned, the time referred to must be presumed to have been the testator's own death."
In this case another period is mentioned, viz., the death of the life tenant. All provisions of the will are therefore fully harmonized, and the legal provisions invoked by both sides to this controversy are made fully applicable by a construction referring the contingency of Theodore's death without issue, to the event of the termination of the life estate of his mother, Eunice Coon.
There is nothing in the context of this will to indicate an intention on the part of the testatrix, different from what is imported by the legal meaning of the words used. The fact that at the time this will was made, the testatrix was an aged woman and that Theodore L. Coon was only eight or ten years of age, is a strong circumstance tending to show that the testatrix did not intend that the contingency of Theodore's death without issue should be limited to a time prior to her own death, but it has no significance in a case like this, where an intervening life estate is created, on the determination of which the contingency above alluded to should be referred.
But there is another cogent reason why this will should receive such a construction. The effect of the interpretation contended for by the defendants Homer F. Coon and Silas Wilkinson, would be to invalidate in part, the will. If the title to the real estate did not vest absolutely on the death of Eunice, in her three sons, the absolute power of alienation was manifestly suspended for more than two lives, namely the life of Eunice Coon and of two of her sons. Real Property Law (L. 1896, ch. 547), sections 32, 33. And where a clause in a will is susceptible of two constructions, one of which will render it valid and the other invalid, the former will be adopted. Roe v. Vingut, 117 N.Y. 204; Crozier v. Bray, 120 id. 366; Matteson v. Palser, 56 A.D. 95.
It follows that Theodore L. Coon, having survived the life tenancy of his mother, became vested in fee with an undivided one-third of the farm in question, which passed under his will to the plaintiff, and to the defendant May McMann.
Judgment accordingly.