In re the Final Judicial Settlement of the Account of Proceedings of Bewsher
Opinion of the Court
William H. Watson, Sr., died on the 1st of May, 1907, a resident of the county of Albany, leaving a last will
William H. Watson, Sr., was survived by his son, and by the son’s wife, and during the lives of both the trust was concededly administered according to the terms of the will. The son died a resident of Albany county on the 13th day of May, 1913, leaving a last will and testament, by the pro-, visions of which his entire estate vested in his widow, Bertha C. Watson. William H. Watson, Jr., was survived by a son' by a former wife who had been divorced. Bertha C. Watson, the survivor in the trust, died without making any use of the
The appellant has a theory that because it was not the intention of the testator to make this gift to the Albany Guardian Society and Home for the Friendless except in a rather remote contingency, and-that it was not to take except upon the death of the survivor, there was something in the will which took the case out of the provisions of the statute. Just what that something is does not fully appear to us. It is certain that if any right passed by the will it did so at the time of testator’s death, however subject it may have been to defeat through the happening of the contingencies mentioned" in the instrument. The will operated to make a gift at the time of the death of the testator, or it had no effect whatever; whatever right the appellant had was fixed by the will upon its becoming operative, and if it was invalid at that time no lapse of time could make it valid. (Broom Leg. Max. [8th Am. ed.] 177.) The Albany Guardian Society was organized under the provisions of chapter 319 of the Laws of 1848, and section 6 of this act, as amended by chapter 623 of the Laws of 1903, provided that “ Any corporation formed under this act, shall be capable of taking, holding or receiving any property, real or personal, by virtue of any devise or bequest contained in any last will and testament of any person whatsoever; provided, no person leaving a wife or child or parent, shall devise or bequeath to such institution or corporation more than one-half of his or her estate, after the payment of his or her debts, and such devise or bequest
We are of the opinion that the trustee took the estate in trust for the benefit of William H. Watson, Jr., and his wife, and that when the survivor died, without exercising the power of disposition, the trust was at an end for all purposes. No part of the estate vested in the Albany Guardian Society at the death of William H. Watson, Sr., and, of course, it passed to his heir at law, subject to the trust, which has been executed. The heir at law passed his interest along to his widow by will, and it thus became a part of her estate.
The decree appealed from should be affirmed, with costs.
All concurred, except Cochrane, J., who dissented, with opinion.
Dissenting Opinion
(dissenting):
The language of the statute (Laws of 1848, chap. 319, § 6, as amd. by Laws of 1903, chap. 623) is that any corporation formed under the act may take property “ by virtue of any devise or bequest ” contained in a last will and testament, but that “ no such devise or bequest shall be valid, in any will which shall not have been made and executed at least two months before the death of the testator.”
It is only in a limited and restricted sense that the appellant claims title to the fund in question solely “ by virtue of ” the bequest in the will of William H. Watson, Sr., or that the claim of the appellant rests exclusively on a “ bequest ” under that will. In a larger and more comprehensive sense the claim of the appellant exists not only “ by virtue of ” the bequest in the will but also by virtue of the fact that Bertha C. Watson has not executed the power given her by that will. There would be no doubt that if she had exercised such power
Decree affirmed, with costs.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.