From Casetext: Smarter Legal Research

Matter of Nicol

Court of Appeals of the State of New York
Feb 28, 1967
225 N.E.2d 530 (N.Y. 1967)

Opinion

Argued January 10, 1967

Decided February 28, 1967

Appeal from the Appellate Division of the Supreme Court in the First Judicial Department, ARTHUR G. KLEIN, J.

Standish F. Medina for Joseph N. Taylor and others, appellants.

Italo H. Ablondi, as guardian ad litem for Paul N. Taylor and others, infants, appellants. Richard Steel for Frances M. Nicol, executrix, appellant. W. Scott Long, as guardian ad litem for Alexandra Bowdoin and others, infants, respondents.


The order of the Appellate Division should be modified to the extent that those paragraphs which declared that the terms "issue" and "surviving issue" used in the trust indenture did not include the adopted children or their issue and which declared the rights of the widow and the surviving issue of the settlor's brother and sisters under the trust indenture are hereby reversed. Those paragraphs of the judgment of the Supreme Court, New York County, which declared that the adopted children and their issue were "issue" of the settlor, that such issue were to take per stirpes, and otherwise declared the rights of the widow and such issue under the terms of the trust indenture are hereby reinstated. As so modified, the order is affirmed.

The stranger to the adoption rule creates a presumption that the settlor of the trust intended to include his adopted children in the term issue ( Matter of Wehrhane, 23 N.J. 205 [Sup. Ct., 1957]). Sufficient evidence has not been presented by the respondents to overcome this presumption.

The terms of the trust indenture evidence the settlor's intent that the draw down provision was for his sole benefit. Consequently, it was necessary for him to survive the payment dates before any rights to the $5,000 became vested in him. Therefore, his widow is not entitled to recover the $5,000.

Chief Judge FULD and Judges VAN VOORHIS, BURKE, BERGAN and KEATING concur; Judge BREITEL taking no part.

Order modified in accordance with the opinion herein and, as so modified, affirmed, with costs to all parties appearing separately and filing separate briefs payable out of the principal of the trust.


Summaries of

Matter of Nicol

Court of Appeals of the State of New York
Feb 28, 1967
225 N.E.2d 530 (N.Y. 1967)
Case details for

Matter of Nicol

Case Details

Full title:In the Matter of the Accounting of the UNITED STATES TRUST COMPANY OF NEW…

Court:Court of Appeals of the State of New York

Date published: Feb 28, 1967

Citations

225 N.E.2d 530 (N.Y. 1967)
225 N.E.2d 530
278 N.Y.S.2d 830

Citing Cases

Matter of Vought

"It will be observed that this statute does not relate to an income interest, but only to an interest in the…

Matter of Lawrence

(Pross v Anson, 273 App. Div. 860; Matter of Sands, 20 Misc.2d 647.) The precautionary addendum is applicable…