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A Determination is Sought as to the Validity of a Devise of Real Property


In this construction proceeding a determination is sought as to the validity and effect of a devise of real property contained in testatrix’ will.

A Probate Lawyer said the testatrix died on May 13, 1932 survived by five daughters, and children of a predeceased daughter. Testatrix’ will dated February 4, 1923 was admitted to probate on July 8, 1932, and under it the daughter was appointed executrix. At present the only unadministered asset of the estate is a specific parcel of real property. By article fourth of the will this realty is devised to testatrix’ five daughters ‘share and share alike, for the term of their natural lives, and upon the deceased of each or any of them her share to revert to the survivor or survivors of them and to no others, until there is a sole surviving daughter in which event the said sole survivor shall take the property in fee simple absolute.’ Article fifth of the will contains a prohibition against sale of the realty unless such sale be made ‘with the unanimous express consent of all’ the living sisters. By article seventh testatrix directs that if any proceeding is commenced by any of the daughters ‘to set aside this Will or to seek any interpretation contrary to my intentions expressed herein, then and in that event, the said daughter shall immediately forfeit all her right, title or interest in any of my property’

A New York Estate Lawyer said that petitioner herein, is the only living daughter, the other devisees of the realty having died in different instances. She now seeks to sell the real property, and in this proceeding requests a determination as to the person or persons entitled to the ownership thereof, and of the effect of article seventh upon the interested parties. Request is also made that letters of administration c.t.a. be issued to petitioner, and that she be granted specific authority by the court to sell the said realty.

Queens Probate Lawyers said ‘The absolute power of alienation is suspended, when there are no persons in being by whom an absolute fee in possession can be conveyed. Every future estate shall be void in its creation, which shall suspend the absolute power of alienation, by any limitation or condition whatever, for a longer period than during the continuance of not more than two lives in being at the creation of the estate.’

Long Island Probate Lawyers said that in interpreting the rule against perpetuities it has been stated that ‘The test of alienability is that there are persons in being who can give a perfect title. When there are living parties who have unitedly, the entire right of ownership, the statute has no application. The ownership is absolute, whether the power to sell resides in one individual or in several. If there is a present right to dispose of the entire interest, even if its exercise depends upon the consent of many persons, there is no unlawful suspension of the power of alienation. The ownership, although divided, continues absolute’. These principles are applicable to the case at bar. Under testatrix’ will her five daughters were vested with the entire ownership of the real property.

The devisees were persons in being who acting unitedly had a present right at all times to convey an absolute fee therein. There was thus no unlawful suspension of the power of alienation, and the court concludes that the devise is not prohibited by section 42.

ticle fourth of the will is, however, violative of section 43 of the Real Property Law, which although repealed in 1960 was in force at the time of testatrix’ death. The section provided that successive estates for life shall not be limited, except to persons in being at the creation thereof, and that where a remainder is limited ‘on more than two successive estates for life, all the life estates subsequent to those of the two persons first entitled thereto shall be void, and on the death of those persons, the remainder shall take effect, in the same manner as if no other life estates had been created.’ In the application of this section the fact that there are more than two life tenants named in the will does not render the tenancy wholly void. After the use of any of the interests by any two of the life tenants, such interest passes in fee to the remaindermen, and the interests remaining continue until used by two lives.

In the case at bar, however, the doctrine of accelerating remainders may not be applied at the termination of the second life for each interest. The devisees under article fourth each received a one-fifth share of the realty as tenants in common for life, with contingent cross-remainders in the shares of the other devisees. Section 43 only executes the remainder in possession in favor of such ascertained persons as, except for the void life estate, would under the terms of the will be entitled to the immediate possession. Not until one surviving devisee remained could there be a determination as to the person entitled to the vested remainder interest. Because the will contains no other residuary clause or alternate gifts over upon the termination of the two-life limitation for each interest, the first three life interests lapsed in part upon the termination of their second life interest and passed by intestacy.

The realty herein thus devolved in the following manner: upon the death of the daughter Florence her one-fifth interest passed equally to her four surviving sisters, and each of them became life tenants of an additional one-twentieth share. Because of the prohibition of section 43 and the fact that there was no vested. remainderman, the title to such interest devolved upon testatrix’ intestate distributees. The one-fifth interest that Sarah originally received passed in one-fifteenth shares to her three surviving sisters.

The court further holds that article seventh of the will, the so-called In terrorem clause, does not require a forfeiture of the interests of petitioner or any other party in the stated real property. Clauses such as these are not favored by the courts, and those that prohibit the construction of a will are invalid as ‘a testator may not by such a threat violate the public policy of the state declared in its statutory law.

In view of the court’s holding with respect to the ownership of the real property, letters of administration c.t.a. will issue to petitioner, as a person interested in the estate, upon her qualifying according to law, and upon filing a bond in the sum of $4,000. While an administratrix c.t.a. has the power to sell real property without court approval, petitioner, in the case at bar, requests specific authority to perform this act.

Under article fifth of the will testatrix provided that in the event of a sale, her daughter was to receive $250 from the proceeds thereof. Mary predeceased testatrix but by reason of section 29 of the Decedent Estate Law the conditional bequest, in the nature of a charge upon the real property does not lapse, and the court directs that $250 received from the proceeds of the sale be distributed among the children who survived testatrix. interest of the realty passing in intestacy.

Petitioner also seeks reimbursement herein for expenses incurred in the maintenance of the said real property since 1964, and for her legal and title company expenses incidental to this proceeding. Article fifth of the will required each daughter to pay her proportionate share for maintenance of the property. The will is silent on the question of upkeep of the realty in the case of partial intestacy. At this point, however, the property has yet to be sold, and there is no fund presently available for satisfaction of petitioner’s alleged claim. Under such circumstances, the question of reimbursement is premature and the court sees no need to rule on it in this proceeding.

Here in Stephen Bilkis and Associates, our Kings County Probate Attorneys will file a petition for the probate of the deceased’s last will and testament, our lawyer will represent you from the filing up to the granting of said petition. If you want to oppose on the probate of the will, our Kings County Will Contest Lawyers are here for you.

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