Opinion
June 22, 1990
Appeal from the Allegany County Surrogate's Court, Sprague, S.
Present — Dillon, P.J., Green, Lawton, Davis and Lowery, JJ.
Order unanimously reversed on the law with costs and matter remitted to Allegany County Surrogate's Court for further proceedings, in accordance with the following memorandum: In this will construction proceeding, Surrogate's Court determined that paragraph SEVENTH of the will was clear and unambiguous and required that the residual estate of decedent be divided in five equal shares among petitioner, who was decedent's brother, and the four living children of decedent's brother Roy F. Schaffner, who predeceased him. We disagree. The subject clause of the will provided in part: "Upon the death of my said brother, ROY F. SCHAFFNER, whether before or after my death, the said trust shall terminate and the said property with any accumulated income thereon shall be distributed in equal shares unto my brother, JAMES JOSEPH SCHAFFNER, and the living issue of my brother, ROY F. SCHAFFNER, per stirpes." It is unclear whether the testator's intent was to distribute his residual estate equally between petitioner, his surviving brother, and the living issue of his deceased brother as a class (see, e.g., Ferrer v. Pyne, 81 N.Y. 281) or among the five individuals in equal shares per capita. Given this ambiguity, extrinsic proof should be taken to aid the court in determining the testator's true intent (see, Matter of Goldstein, 46 A.D.2d 449, affd 38 N.Y.2d 876; Matter of Collia, 123 Misc.2d 1014, 1019-1020; Matter of Taitt, 87 Misc.2d 586, 589). We, therefore, remit this matter to the Surrogate for a hearing at which extrinsic evidence may be introduced as to the testator's intended distribution of his residual estate (see, Matter of Lust, 35 A.D.2d 997).