Filed Date: 11/4/1982
Status: Precedential
Modified Date: 11/1/2024
Appeal from a decree of the Surrogate’s Court of Rensselear County (Travers, S.), entered April 28,1982, which construed paragraph “Third” of decedent’s will so that the gift to Ida Bromirski did not lapse. In paragraph “Third” of his will, Dennis Mironowicz provided for a trust, with income for life to his wife and son and, upon both their deaths, the corpus to go “to Sylvester Labanowski, Leonard Labanowski, Ida Bromirski, Rosella Sprague, Genevieve Borski and Pauline Wiater, in equal shares, per stirpes”. The testator died on May 6,1967. Ida Bromirski, one of the residuary remaindermen, though alive at the time the will was executed, predeceased the testator. Upon the death of testator’s wife and son, the question arose whether the gift to Ida Bromirski lapsed at her death or was a gift over to her heirs. The Surrogate construed the phrase “per stirpes” in paragraph “Third” to demonstrate the testator’s intent to provide for a substitute gift to the heirs of a remainderman who predeceased the testator. Respondents, the living remaindermen named in the will, appeal that construction. A gift to a beneficiary who predeceases the testator lapses unless the beneficiary was the testator’s issue, brother or sister, or the testator provided in the will for a substitutional gift (EPTL 3-3.3, subd [a], par [1]). Ida Bromirski and the other five remaindermen named in paragraph “Third” were testator’s cousins, not his issue, brothers or sisters. The will does not expressly provide for a substitute disposition in the event of a beneficiary’s dying before the testator; however, in appropriate circumstances substitution may be accomplished by implication (Matter of Burggraf 12 Misc 2d 152,153). To determine whether it was implied here, we must examine the entire will and try to determine the testator’s intent (Matter of Kosek, 31 NY2d 475, 483). In such an examination, two things in this carefully drawn will stand out. Paragraph “Second” makes specific bequests of $500 to each of testator’s six cousins “if living at the date of my death”. This survival language is not used in the residuary clause; there, instead, the dispositions to the same six cousins/remaindermen are made “per stirpes”. The phrase “per stirpes” means that “the heirs of representatives of one previously deceased, who would have taken if alive, will take by the right of their ancestor” (3 Page, Wills, p 267). Respondents argue that this phrase
Although not briefed, at oral argument respondents suggested that the phrase in question could have been inserted to direct that the gifts to remaindermen surviving the testator did not become divested by a remainderman’s predeceasing the life tenants, but would instead go to such remainderman’s heirs. This interpretation would still render the “per stirpes” language meaningless surplusage, however, since the same result would obtain without that language (see Matter of Nedham, 192 App Div 170; 35 NY Jur, Life Estates, Remainders, and Reversions, § 70, p 302).