Citation Numbers: 171 A.D.2d 978, 567 N.Y.S.2d 920, 1991 N.Y. App. Div. LEXIS 3859
Judges: Yesawich
Filed Date: 3/28/1991
Status: Precedential
Modified Date: 10/31/2024
Appeal from a decree of the Surrogate’s Court of Clinton County (Lewis, S.), entered February 22, 1990, which, inter alia, determined that the distributable assets of decedent’s estate be divided equally among decedent’s children.
Mildred Merrill (hereinafter decedent) died January 4, 1987.
Pursuant to court order, decedent’s house was sold and the proceeds placed in escrow. Petitioner then petitioned Surrogate’s Court for an order distributing the sale proceeds of $21,962.37 equally among the seven children following the creation of a $2,500 trust account for James’ burial expenses. Respondent, appearing on behalf of Sunmount, objected; he maintained that Sunmount should receive the monetary equivalent of James’ life estate interest with the remainder of the estate to be divided equally. Surrogate’s Court disagreed and distributed the assets equally. Respondent appeals.
In construing a will, the primary objective is to ascertain the testator’s intention (Matter of Jones, 38 NY2d 189, 193; see generally, 7 Warren’s Heaton, Surrogates’ Courts § 16 [1], at 6-41 — 6-45 [6th ed]). Here, review of decedent’s will as a whole evinces her desire to provide shelter for her retarded child throughout his life so that he would not have to be placed in an institution. To this end, decedent left her son a life lease in her home and specifically directed that it not be sold until "after both james and [she] have died”. Although decedent’s intention is readily discernible from the will, it is impossible to implement, for James was placed in Sunmount before she died and it is undisputed that he will never be able to live alone. Furthermore, his siblings are either unable or unwilling to care for him.
Given the impossibility of providing James noninstitutionalized shelter and the fact that decedent clearly directed that the estate be divided among her seven children "in equal shares”, a reasonable and fair construction of the will dictates that decedent’s real and personal property be distributed equally among the seven children.
Decree affirmed, without costs. Casey, J. P., Mikoll, Yesawich, Jr., Mercure and Crew III, JJ., concur.