In Re the Probate of the Will of Keleman

Court: New York Court of Appeals
Date filed: 1891-03-10
Citations: 26 N.E. 968, 126 N.Y. 73, 36 N.Y. St. Rep. 390, 1891 N.Y. LEXIS 1616
Copy Citations
44 Citing Cases
Lead Opinion
Finch, J.

The evidence thus offered in the O’Hara case disclosed a secret and illegal trust, to effectuate which the absolute devise and bequest had been made. The contestants thereupon filed a complaint in equity, alleging all the facts, claiming that the devise and bequest in thé hands of the legatees was the product of a fraud upon the testatrix, or upon the law, and seeking relief against that fraud. Of course, all the extrinsic facts became again admissible to establish the fraud alleged, and this court relieved against it by impressing a trust ex maleficio upon the property in the hands of the devisees and legatees for the benefit of the heirs and next of kin. In so doing, we did consider the parol and extrinsic evidence, but in an action in equity and upon an issue of fraud. And- that again is some-tiling very far away from holding such evidence admissible in a Surrogate’s Court upon a mere question of testamentary construction. Uothing of that sort was involved in the case or decided by it.

*80 In the ease at bar, therefore, the extrinsic evidence was not admissible upon the issue of construction, nor to establish a, trust ex maleficio, which was wholly outside of and beyond the jurisdiction of the surrogate. And so we must come back to the real question involved ; whether the will by its terms established any trust, and if so, whether that trust was valid..

We think it very clear that the bequest was absolute to the-legatee and not npon any trust at all. The language of the codicil is as follows: ‘‘ Doubts having arisen as to the validity of the bequests made for charitable purposes in my said will, I hereby modify said will dated February 18, 1889, by making-my friend Townsend Wan dell my residuary devisee and legatee- and hereby request him to carry into effect my wishes,with respect thereto, but this is not to be construed into an absolute-direction on my part, but merely my desire.” The will had made certain charitable bequests, but sure to fail if, as was. probable and as happened, the deceased should not survive for two months after they were made, and that was the basis of the doubts ” expressed in the codicil.

It is very evident that the decedent did not intend to die. intestate as to any part of her estate. By her will she devised and bequeathed any residue of her estate to one of the selected charities, and the purpose of the codicil was to carry that, residue certainly and absolutely to Wandell, leaving him in that, event to deal with the charities as he pleased.

It is true that the expression of a wish or a desire may sometimes serve to found a trust or effect a charge, but such expressions are by no means conclusive. We must still examine the will to discover the testamentary intention. (Phillips v. Phil lips, 112 N. Y. 205.) In the present case the testatrix expressly guards against a mistaken interpretation. She says that the-expression of her wish is not to be construed as an absolute direction; by which' she evidently means, that while she desires that her residuary legatee shall deal with the charities as she would have been glad to, yet she does not mean to fetter his ownership or qualify his right. She leaves him absolute owner, and free to do as he shall choose. She puts upon him no obli *81 gation, legal or equitable, but contents herself with the bare expression of a wish which she hopes will influence- his free agency. And so the bequest was absolute, and, therefore, valid on the face of the will. That conclusion disposes of the whole issue raised before the surrogate. It determines the construction of the bequest, declares its validity and consequent legal effect. If there are any extrinsic grounds for impressing a trust ex maleficio in favor of heirs or next of kin upon the bequest thus carried to the residuary legatee, it is sufficient to add that an action for such purpose must be brought in equity where the power resides for granting that relief.

The judgment should be affirmed, with costs.

All concur.

Judgment affirmed.