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In re the Estate of Evans

In the Matter of the Estate of Henry Evans

In re the Estate of Evans, 135 Misc. 656 (N.Y. Sur. Ct. 1929)
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Court
New York Surrogate's Court · State Specialty Courts
Decided
February 28, 1929
Judges
Foley
Citations
135 Misc. 656240 N.Y.S. 7101929 N.Y. Misc. LEXIS 1101

Opinion of the Court — Foley

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Foley, S.

The question of construction raised by the answer of Robert F. Lopez and Joseph E. Lopez will be disposed of as follows: The will in the 4th clause creates a trust of the residuary estate for the benefit of the widow and gives seven-sixteenths of the principal upon her death to her next of ldn. I hold that the words employed in that clause, “ next-of-kin of my wife, Mary R. Evans,” defining the remaindermen, were intended by the testator to describe the persons who would take under the Statute of Distribution of our State at the time of the death of Mary R. Evans, the life tenant.

I hold further that there was no present vested gift of the remainder to the brothers of Mary R. Evans. The language used in the will with respect to the trust is plain and definite in meaning. 'The phrase “ next of kin ” has been repeatedly interpreted by the authorities in its legal sense to describe the persons entitled to take intestate property. (Matter of White, 213 App. Div. 82 .) It is an elementary rule of construction that no one is an heir or next of kin to the living. (Doctor v. Hughes, 225 N. Y. 305 ; Whittemore v. Equitable Trust Company, 162 App. Div. 607 ; Gage v. Irving Bank & Trust Co., 222 id. 92.) Mary R. Evans is still alive and while living she can have no next of kin.

The determination of the membership of the class of remainder-men must, therefore, await the death of the life tenant, and her next of kin under the statutes in force at the time will become entitled to the corpus of the fund.

The motion of the special guardian to strike out all the extrinsic evidence is granted. There is no latent ambiguity in the will. The intention of the testator is clear and his unequivocal direction written in the will cannot be modified or varied by the declarations of the testator in his lifetime. (Dwight v. Fancher, 245 N. Y. 71 ; *658 Reynolds v. Reynolds, 224 id. 429; Brown v. Quintard, 177 id. 75.) The language of the opinion in the Dwight case is pertinent to the present proceeding: “ Parol evidence is not admissible to show that the testatrix did not mean what she has said in words, though these words may have been chosen by the attorney who drafted the will rather than by the testatrix.”

My prior decision determining the nature of the gift to other remaindermen of the trust cannot affect the construction here, since different language was employed and distinguishable canons of construction were applied to the other remainders.

Submit decree on notice settling the account and construing the will accordingly.

How later courts describe this case

No later court has written an explanatory parenthetical about this case yet.

1930: 11936: 11937: 11957: 119302026peak 1930 · 1

Relies on it most ⓘ

  1. In re the Estate of Evans165 Misc. 752 (N.Y. Sur. Ct. 1937)
  2. In re the Estate of Trombly138 Misc. 220 (N.Y. Sur. Ct. 1930)
  3. In re the Estate of Casper161 Misc. 461 (N.Y. Sur. Ct. 1936)
  4. In re the Accounting of Weller7 Misc. 2d 366 (N.Y. Sup. Ct. 1957)

Most recent

  1. In re the Accounting of Weller7 Misc. 2d 366 (N.Y. Sup. Ct. 1957)
  2. In re the Estate of Evans165 Misc. 752 (N.Y. Sur. Ct. 1937)
  3. In re the Estate of Casper161 Misc. 461 (N.Y. Sur. Ct. 1936)
  4. In re the Estate of Trombly138 Misc. 220 (N.Y. Sur. Ct. 1930)

Citing references are not a citator: they show that a later opinion cites this case, not whether it followed, distinguished, or overruled it. Check negative history before relying on this case.

Authorities cited 4

DepthCaseCited by
Dwight v. Fancher, 156 N.E. 186 (N.Y. 1927) 48
Doctor v. Hughes, 122 N.E. 221 (N.Y. 1919) 91
Whittemore v. Equitable Trust Co., 162 A.D. 607 (1914) 28
In re the Judicial Settlement of the Account of Proceedings of Farmers' Loan & Trust Co., 213 A.D. 82 (1925) 27

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