In re the Estate of McKim
Cases that cite this one
10 later published cases cite this decision.
- In re the Estate of Bendheim (New York Surrogate's Court 1924)
- In re the Estate of Smith (New York Surrogate's Court 1923)
- In re the Accounting of Bank of New York (N.Y. 1959)
- In re the Estate of Minturn (New York Surrogate's Court 1934)
- In re the Estate of Canfield (New York Surrogate's Court 1930)
- In re the Estate of Elderd (New York Surrogate's Court 1930)
- In re the Estate of Winslow (New York Surrogate's Court 1930)
- In re the Judicial Settlement of the Estate of Bailey (New York Surrogate's Court 1925)
- In re the Judicial Settlement of the Account of Proceedings of Westchester Trust Co. (New York Surrogate's Court 1922)
- In re the Judicial Settlement of the Account of the Westchester Trust Co. (New York Surrogate's Court 1922)
This list shows which later cases cite this one. It does not say how they treated it, and no review of that has been done. Not a substitute for Shepard’s or KeyCite — verify before relying.
Opinion of the Court
In this accounting proceeding a question of construction arises. Paragraph 4 of testator’s will gave the sum of $100,000 in trust to the accounting
The testator died October 20,1915, leaving him surviving eight grandchildren. The life beneficiary died May 14,1920. One of the grandchildren, Mary McKim Daingerfield, died October 22, 1918, leaving her surviving two infant children. The other grandchildren survived the life beneficiary. The question is, therefore, whether the deceased grandchild had a vested interest in the principal of the trust fund or whether the fund is payable only to the grandchildren who survived the life tenant. In other words, do the grandchildren who survived testator or those who survived the life beneficiary take? There are no words of present gift. The only words of gift are contained in a direction to divide and pay over at a future time upon the termination of the trust. These remainders are contingent remainders. Matter of Buechner, 226 N. Y. 440; Matter of Crane, 164 id. 71. The gift was to a class and must be confined to the members of the class living at the date when the division is directed to be made. Matter of Baer, 147 N. Y. 348; Matter of Kimberly, 150 id. 90. The intention of the testator seems clear. There is no gift over in the event of the death of any of the grandchildren, and the distribution ordered among the class designated is per capita and not per stirpes. This clearly indicates the testator’s intention to include only those grandchildren-who survived the life tenant. The three trusts created were for the benefit of his children. They were the
The general rule is that the word “ children ” does not include . grandchildren or remote descendants unless there is something in the will to show that the word was used in the broader sense. Matter of Phipard, 182 App. Div. 357; affd., 223 N. Y. 676. There is no indication in the language of testator’s will of an intention to extend the word ‘ ‘ grandchildren ’ ’ used by him to his great-grandchildren or more remote descendants. A stirpital distribution is forbidden by the testator. As stated by Judge Cardozo in Matter of Buechner, supra, 443: “ This is no case again for subtle distinctions between directions to pay° or distribute and words of present gift. * * * Such tests may help to ascertain the membership of a class not otherwise defined. There is no need to resort to them when the testator has defined the membership himself. * * * We need no canon of construction to justify that holding except, indeed, the primary one, to which all others are subordinate, that the intention of the testator is to be sought in all his words, and, when ascertained, is to prevail.”
Decreed accordingly.
Case-law data current through September 30, 2026. Source: CourtListener bulk data.