In re Marine Midland Bank, N. A.
Opinion of the Court
Decree modified on the law and as modified affirmed without costs in accordance with the following memorandum: Lillian G. Lockwood died in 1975 survived by three children, Jean, Betty and George, and 10 grandchildren. Another child, Thomas, predeceased her. After making specific bequests of $1,000 to her sister-in-law and to each grandchild, Lillian’s will divided the residue of her estate into three parts: one third to Jean, one third to Betty and one third in trust to George for his life. Paragraph “seventh” of the will, the subject of this will construction proceeding, provided for disposition of the trust remainder as follows: “Upon the death of my said son, I direct my said trustee to pay the funeral expenses, and pay the balance of the principal and corpus remaining in its hands over to my said daughters, jean LOCKWOOD LANDRIGAN and BETTY LOCKWOOD OLMSTED, in equal shares, share and share alike, absolutely, or if one be dead to the survivor, absolutely.” Jean and Betty died in 1975 and 1984, respectively, both predeceasing George. All 10 grandchildren survive.
Upon the trustee’s petition for construction of the “seventh” paragraph, the Surrogate interpreted the will as requiring the remaindermen to survive the life beneficiary and thus held that the death of Jean and Betty before that of George caused the bequests of the remainder interest to lapse. Consequently, the court ordered that the trust remainder be distributed in intestacy to Lillian’s issue, per stirpes, specifically, one quarter each to the estates of Jean, Betty and George and one quarter to be shared by the children of Thomas. Betty’s estate appeals.
We hold that the remainder interests vested in the remaindermen at the death of the testatrix subject to divestment of the first remainderman to die in the event that only one
All concur, except Callahan, J. P., and Green, J., who dissent and vote to affirm, in the following memorandum.
Dissenting Opinion
(dissenting). We cannot concur in the decision, to reverse and award the remainder interest to the estates of Betty Lockwood Olmsted and Jean Lockwood Landrigan. In our view, such a construction strains the language and intent of paragraph "seventh” of the testatrix’ will. "[T]he prime consideration of all construction pro
We agree that where there is a devise to one person and in the case of his death to another, the provision is to be construed as referring to death during the lifetime of the testator. However, this has no application where the first devisee takes a life estate (Matter of Gulbenkian, 9 NY2d 363, 369; Matter of Gautier, 3 NY2d 502, 508). Thus, the interest of the two daughters who predeceased the life estate did not vest at the death of the testatrix. Clearly, the testatrix conditioned the bequest of her residuary estate upon survivorship intended to benefit a living sister or sisters. The Surrogate properly held that there being no living sisters upon the death of the life estate, the residuary devised to the two sisters lapsed and passed by intestacy. It is clearly the intent of the testatrix here that the gift to the named remaindermen is conditioned upon both or one of them surviving termination of the trust. As neither remainderman survived the termination of the trust, the fund must be distributed as intestate property (In re Weiland’s Estate, 143 NYS2d 152, affd 1 AD2d 884, affd 1 NY2d 907). (Appeal from decree of Chautauqua County Surrogate’s Court, Cass, S. — will construction.) Present — Callahan, J. P., Denman, Green, Pine and Lawton, JJ.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.