In re the Estate of Alexander
Dissenting Opinion
(dissenting). In this proceeding for the construction of a will, the Surrogate construed the seventh paragraph to divide the residuary estate between the decedent’s two daughters to the exclusion of his son. We agree with the Surrogate. By the first sentence of that paragraph the testator divided his residuary estate into equal shares making one share for each of his two daughters, Sheila Williams and Noel Benson. Clearly the residuary estate is divided into only two shares. The penultimate sentence disposes of the share of any deceased child and the last sentence gives one such share to each child living at the time of the decedent’s death. In the last two sentences, “the share” and “such share” must refer to one of the two shares created by the first sentence, for that is the only place the shares are created and described. The words “child” and “each child” refer to any child entitled to a share. This construction is consistent with the other parts of the will. Wherever the decedent made a bequest or devise, he designated the beneficiary by name. In the first paragraph he gave his tangible personal property “to my daughters, Sheila Williams and Noel Benson”. In the third paragraph he gave $10,000 “to my son, John H. Alexander”. In the sixth paragraph he gave his residence “to my sister, Lois Diorio, and my brother-in-law, Caesar Diorio” for their joint lives and after their deaths he gave the property “to my daughters, Sheila Williams and Noel Benson.” The canon of construction that favors equality in the distribution of the estate among the testator’s children
Opinion of the Court
Decree reversed, with costs to all parties filing briefs, payable out of the estate, and matter remitted to Surrogate’s Court, Monroe County, for entry of a decree in accordance with the following memorandum: Jon H. Alexander executed a will on May 31, 1979 and died on January 11, 1981. He left surviving two daughters, Sheila Williams and Noel Benson, and a son, John H. Alexander. The executor brought this proceeding for construction of the residuary clause of the will and the son appeals the Surrogate’s decree that the residue passed to Sheila Williams and Noel Benson in equal shares. The residuary clause is contained in paragraph “seventh” which provides: “I direct that all the rest, residue, and remainder of my estate, of whatever nature and wherever situated, be divided into equal shares, making one share for each of my daughters, Sheila Williams and Noel Benson, who are living at my death, and each of my deceased daughters who shall have issue then surviving. I direct that the share for my daughter Sheila Williams, include any real property I may own along Harris Road in the Town of Leroy, Genesee County, New York, (being more specifically part of Town Lot 136) provided there are sufficient assets to equalize the share passing to my daughter, Noel Benson. It is my intention that in all events, the shares passing to my daughters are to be equal in value. In respect to the share of any deceased child who shall have issue, I give, devise and bequeath the same in equal shares to such issue. In respect to each of my children living at my death, I give, devise and bequeath one such share to each such child.” In determining the intent of the testator, the
Case-law data current through December 31, 2025. Source: CourtListener bulk data.