32 Mass. 388 | Mass. | 1834
drew up the opinion of the Court. [After stating the facts as above.]
The question upon these facts is, whether the will of Charles Thorndike was in force, as a will, at the time of his death, or whether the same had been duly cancelled or revoked.
The first point we shall consider is, the effect and operation of the postscript to the will, and whether it can operate as a revocation. It is contended by the appellant, that it cannot, and this argument is founded upon the construction and equity of the statute of this State, regulating the execution and attestation of wills, and the operation of a will not duly attested to pass real estate. St. 1783, c. 24, § 9.
It is very clear, that by the law of England, that is, by the common law, modified and amended by the statute of frauds, a will not attested by three or more credible witnesses, according to the statute of frauds, and so not effectual to pass real estate, is yet valid as a will of personal property. Cobbold v. Baas, 4 Ves. 200, note ; and as a correlative proposition, that a will containing devises of real estate and bequests of personal property, although by force of the statute of frauds it cannot be revoked or altei ed, as to devises of
The former rule has been altered by the provisions of a statute of this commonwealth before cited, which, with its preamble, is in these words. “ And, as- it may sometimes happen that a will respecting lands and personal estate, through inattention or otherwise, may be attested and subscribed by a less number of credible witnesses, than this act directs for devising lands,' tenements, and hereditaments, which, if approved and allowed as a testament of personal estate only, might defeat the original intention of the devisor respecting the settlement of his estate :
“ Sect. 9. Be it therefore enacted, that any will in writing hereafter offered for probate, which purports a disposition o>' both real and personal estate, that shall not be attested and subscribed as this act directs, for the devising of lands, tenements, and hereditaments, shall not be approved and allowed as a testament of personal estate only.”
Hereupon the argument for the appellant is founded. For, although this provision of the statute does not in terms extend to revocations, and declare their invalidity to revoke a will so far as it is a will of goods and personal estate, when not attested so as to give it effect as a revocation of a devise of lands, yet it is contended for the appellant, that revocations are within the mischief, the same reason and principle applies to them, and therefore they ought to be held to be within the equity of the statute.
It becomes important, in considering this question, to in quire, what is the true meaning and construction of this provision, in its direct application to the purpose for which it was avowedly made ; to ascertain what is the reason and remedial principle declared, and intended to be enforced and applied by the statute, and to see how far, and in what cases, that principle ought to be extended by construction and the
What is a will, u which purports a disposition of both real and personal estate,” within the meaning of this statute ? Is it a sufficient cause for refusing the probate of a will, that upon the face of it, the natural meaning and force of the language is such, that, if the testator were seised of any real estate at the time of making his will, and should remain seised of it to the time of his death, the devise would operate to pass it ? Or, if the language be equivocal as to the testator’s actual meaning in the particular case, but general and comprehensive enough to include real and personal estate, will the court of probate look into evidence aliunde, to see if there be any real estate upon which the will can operate, and if there is not, then to admit it to probate and give it effect as a will of personal property only ?
It is stated to have been decided by the Supreme Court of Probate, in the county of Norfolk, in 1796, that the will purported to dispose of real estate, because the words were sufficient for that purpose, and that no evidence dehors the instrument was admissible to show the state of the testator’s property. This is a short note of the case, decided before the period at which the reports commence, appended to the case of Deane v. Littlefield, 1 Pick. 241. It is very mom fest, even from this short note, that the decision of the case was right, and did not necessarily call for the latter part of the opinion stated. The words were, / give the remainder of my estate, and the judge of probate approved and allowed the will, on the ground that it did not purport to dispose of real estate, and refused to hear evidence that the testator owned real estate at the time of making his will. The words of the will were quite sufficient to include and pass real estate, if the testator had any upon which it could operate. The allowance of the will therefore, rejecting the evidence, was directly contrary to the prohibition in the statute, and the decree must have been reversed. The further opinion, that no evidence was admissible to show the state of the testator’s property, was obiter dictum, though it might be useful in the further progress of that cause.
If the statute should be construed according to its spirit and equity, it would seem, that where general words are used, the question whether such words do or do not purport a disposition of real and personal estate, would depend upon the state of the testator’s property, and therefore, that evidence aliunde would be deemed admissible, as showing quo anima the words were used.
The leading guide in the construction and interpretation of a will is, the intent of the testator. The manifest object of the enactment before cited, was to carry into effect that which the law presumes to be the intent of the testator. It assumes as a legal presumption, that if it was the purpose of the testator, by his will, to give real and personal estate, and if, contrary to bis intent and expectation, it cannot be carried into effect as to the real, it would not be conformable to his intent, but the contrary, to give it effect as to the personal. It assumes therefore, that he knows and understands, or at least believes, that he has real as well as personal property to dispose of by will ; otherwise, it is impossible to presume, that giving effect to his will as a will of personal property, though it could not have effect as a devise of real estate, for want of the requisite signature and attestation,'‘ would have any tendency to “ defeat the intention of the devisor, respecting the settlement of his estate.” By the term “ settlement ” in this connexion, I understand the distribution and apportionment of his property, among his children, or the other objects of his testamentary bounty. But such intention cannot be defeated, merely where the testator has used words sufficient in their ordinary import to pass real estate, but
If because the language is general and comprehensive enough to pass real estate, though there is none upon which it can operate, courts of probate are bound by force of the statute to declare the will wholly void, it is manifest that such a construction would defeat instead of promoting the intent of the testator, and would give it an effect contrary to the avowed purpose of the legislature. It is usual in wills, as well as in other instruments, to use broad and general language, large enough to embrace every species of property, although there are but few species of property in the mind of the testator, or in his power to bequeath, upon the safe maxim, that omne majus continet in se minus. As “ all my estate of every name and nature,” “ all my property wherever,” &c. The use of such language, therefore, leads to no conclusion as to the testator’s understanding of the nature and kind of property, which he intends to bequeath.
This view of the question is not unsupported by authority. In a recent case, (Very v. Very, 3 Pick. 374,) an unattested will contained these words, “ the remainder of my property of whatsoever name or nature.” On the back was written a postscript appointing an executor, and a schedule headed thus, the situation of my property is as follows,” enumerating promissory notes and cash. The case finds that he was possessed of no real estate, and of no other personal estate, except household furniture and goods. It was held, that this will did not purport to dispose of real and personal estate, within the meaning of the statute.
May not the phraseology used in the statute, as descriptive of a will, viz. “ which purports a disposition of both real and personal estate,” in the place and connexion in which it is used, bear this interpretation ; the use of words of sufficient intrinsic force, to pass both real and personal estate, used by a testator, with a knowledge and belief that he has real estate on which the will can operate, and from which his intent so to use it, may be inferred ? This is the only case in which the intention of a testator, in the settlement and apportionment of his estate, could be defeated, by allowing his will to be approved as a will of personal property, and denying it effect as a will of real estate. And, as every man must be presumed to know the state of his own property, if it can be shown that he had no real estate, when he made his will, does it not afford a conclusive presumption, that he knew he had none to be affected and to pass by it, that he did not intend to devise real estate, by the comprehensive language used, and of course, that no such intent can be defeated ?
It is to be remarked that the terms, ic purporting a disposition,” &c. are used as qualifying the whole will, and not as descriptive of particular words ; and in this respect there may be a slight difference between the meaning of this clause, and the words “ purporting to devise or to give,” or die like. The latter would rather seem to look at the intrinsic force of the words used, and the former, at the actual effect of the whole will, in working a disposition of the property upon which it operates.
The difficulty in putting this construction upon the statute of wills, suggested in the argument, and which naturally arises out of the case, is this ; that in the probate of a will, which ‘n this commonwealth is conclusive in its operation upon real
But the difficulty of proof can afford no substantial objection ; for whatever the law places within the jurisdiction of the probate court, and whatever questions of fact or law the exercise of that jurisdiction necessarily involves, must be judicially tried and determined in the mode provided by law and the constitution and course of proceeding of that court. As to proof of a negative, the case of Beaumont v. Fell, 2 P. Wms. 141, is in point, where the name of a legatee was mistaken ; nevertheless, on proof that there was no person of the name mentioned in the will, and that the claimant was intended, and the mistake explained, the claimant was held to be the person intended as the legatee. But the material fact was the negative, that there was no person of the name mentioned in the will.
A familiar instance is that of Wild’s case, 6 R. 16, where a devise was to one and his children. The term children is equivocal in the sense in which it is there employed ; it might be used as a word of limitation, and then it would be an estate tail to the father, or it might be a word'of purchase, and then it would be a joint life estate to the father and children. It was then necessary to resort to matter dehors ; and inquire whether the devisee had children at the time, and according to this fact, introduced by paroi evidence, the words of the will would have the one or the other construction
So evidence of the state of the testator’s property, to show that stock and not annuities was intended. Colpoys v. Colpoys, 3 Jacob’s R. 451 ; .Fonnereau v. Poyntz, 1 Bro C. C. 472 ; Jeacock v. Falkener, 1 Bro. C. C. 296.
To put an instance more directly applicable to the con struction of this statute. Suppose a testator should use the words, “ all my estate and property in manufactories ; ” “ all my wharf property ; ” “ all my ferry estate.” There being many manufacturing corporations in the first case put, it would be entirely uncertain whether the testator intended stock in manufacturing corporations, which is personal property, or an estate in lands and buildings employed as manufactories. So there being many incorporated wharf companies, holding property of great value, it would be wholly uncertain in the case supposed, whether the testator intended shares in a corporation, or an estate in fee simple. So of the ferry estate
Perhaps the just result of this general inquiry into the principle and construction of the statute of wills, is, that where the words are equivocal, and leave it doubtful whether real or personal estate is intended, courts of probate may and must admit evidence aliunde, and must inquire at large into the nature and circumstances of the testator’s property, with a view to the question of probate ; but that where the will on the face of it professes, as in the case of Mr. Thorndike’s will, to give real and personal estate in terms, or where there is in the will a specific or general devise of houses or lands, or other real estate, courts of probate may feel themselves bound by the express letter of the statute, to consider such a will as a will purporting a disposition of real and personal estate.
But it is not necessary to decide these questions, and I have thus far considered this statute in its direct application to the case provided for, in order to ascertain the principle intended to be declared and established by the statute, with a view to determine how far that principle will extend, and whether the case at bar falls within it.
It is very clear, that but for the provision in the Massachusetts statute, the instrument of revocation indorsed on Mr. Thorndike’s will, would be emite sufficient to revoke th 1 will,
It becomes then necessary, when a judicial tribunal is thus called on to extend the operation of a statute by equitable construction, to a case not within its terms, to ascertain with great care, that the proposed case is within the principle declared by the statute. If the language of the statute is in any degree loose and indeterminate, and such as by a literal construction would carry the operation of the letter beyond the mischief contemplated to be remedied, however courts might feel bound by the terms of the statute in the particular case specified, they cannot be so bound, when called upon. to extend the principle of the statute to a case not within its terms. For instance, if the legislature, in the provision in question, in declaring the absolute nullity of unattested wills, have carried the enactment somewhat beyond the principle and reason, on
It is with these views that the Court have endeavoured to ascertain what is the principle of this statute, with a view to the application of it to the instrument in question.
It seems to us very clear, that the principle is this : The legislature considered it important to require that a devise of lands should be executed with certain solemnities, to guard against fraud and abuse, and to declare as a necessary means of enforcing this salutary provision, that all devises of lands not so executed should be void and of no effect. But regarding wills of goods and personal property as of comparatively less importance, the same formalities and guards against imposition and fraud were not deemed necessary. It would follow as a necessary consequence, that an instrument might be so executed, as to be valid as a will of personal property, and invalid as a devise of real estate. It was then immediately foreseen, that this result might occasion disappointment and do injustice ; that a testator, not being aware of the effect of the law, through inattention or otherwise, having made an instrument which he deems to be valid in all respects, may be presumed, and indeed must be presumed, to have intended, that if his intent cannot be carried into effect in full, it should not be carried into effect partially, but that he would rather have his estate distributed, as an intestate estate, by the equitable principles of the law.
Suppose it conceded that this principle should be extended by the equity of the statute, to revocations, how would it apply ?
A testator has a will on hand unrevoked, which, if it were to take effect, would pass real and personal property. He desires to revoke it in toto, intending either to make a new will, or to die intestate. He executes an instrument declaring such entire revocation, but it is not executed in presence of
But it is manifest that this principle cannot apply, unless the revocation would have this partial effect, or, in other words, unless it would revoke the will in part, and leave it good in part, against the testator’s general intent; and this depends upon the'question, whether the will at the time of the revocation, is a will both of real and personal estate.
In this respect it becomes necessary to take into consideration, the difference between an original will and a revocation, a difference inherent in the nature of the two instruments.
A will refers to the condition of the testator’s property and affairs at the time it is made; and he may be presumed to know, and to have in his mind, what that condition is. If therefore he, in terms, devises real estate, it may raise a conclusive presumption that he then has real estate, so as to exclude evidence aliunde to the contrary, and thus give a certain effect to the term “ purports ” as used in the statute.
But a revocation may be, and indeed must be, made after the execution of the will, and oftentimes long after, when great changes have been made in the situation and circumstances of the testator and his property, and it must refer to the will as it then stands, and according to its legal effect upon the testator’s property at that time. It cannot therefore depend upon the mere language of the will, but upon the effect and operation of that language upon the property and estate of the testator, then to be affected by it. This consideration renders it necessary to inquire by evidence aliunde, how the real and personal property to be affected by it, is situated, or in other words, to inquire and ascertain whether there is any real estate upon which it can operate. Then, if the testator was seised of real estate when the will was made and such real estate has been wholly alienated, and
Nor can I perceive any material distinction between the case supposed, of a specific devise of real estate, definitely described, and a general devise. If a testator, reciting his will and reciting that he had alienated all his real estate on which it could operate, should thereupon execute an unattested revocation, I do not know why the result would not be the same. In the latter case, should .resort be had to other proof than such recital, it might be more difficult as before stated, to adduce full and satisfactory evidence ; but this seems to be no sufficient reason, why effect should not be given to the fact, when it can be satisfactorily proved. That it is the fact, of the state of the will to be revoked, and not the recital of it, in an unattested revocation, which would give effect to such revocation, supposing the principal of the statute applicable to revocations, I think is manifest from this, that if the fact were mis-recited, and if in truth, contrary to the supposition of the testator, there was real estate, upon which the will would operate, the revocation could not probably take effect.
The case of Deane v. Littlefield, 1 Pick. 239, is strongly applicable to the present case. It was a will made by a minor, attested by three witnesses, by which he gave to his mother, “ all his estate and property, of any description whatever.” This was contended to be within the statute, because as the will of a minor it could not devise real estate, and the statute intended to prevent a will general enough in its terms to pass real estate, but which could not so operate, from being established as a will of personal estate. It was however decided by the Court, that as the will was attested by three witnesses, the statute in terms did not apply to it; and further, that as whatever estate the testator had was given to his mother, the case did not come within the reason of the statute, which is, to prevent one devise or legacy from being established and another defective, which would be contrary to the intention of the testator ; and not being within the words or spirit of the section, the provision, must be considered as wholly inapplicable
This decision also renders it unnecessary to consider an
It was contended by the counsel for the appellant, that supposing the instrument of revocation to be well executed, still it did not operate as a revocation, because it manifested a future intent to revoke, and not an actual revocation.
The rule is well settled, that the declaration of an intent to revoke by some future act, is no actual revocation. Cranvel v. Sanders, Cro. Jac. 497 ; Thomas v. Evans, 2 East, 487.
But we think the present case not affected by that rule, because, taken together, the instrument is one of present revocation. The testator begins by stating an intention of altering the tenor of this will, or rather of making a new will, but this is mere inducement to the latter clause, in which he says, “ therefore be it known, that if I should die before another will is made, I desire that the foregoing be considered as revoked and of no effect.”
Taking it in great strictness as hypothetical and conditional, the condition has been complied with ; he has died before making another will. But we think it must be construed ac cording to the obvious intent, and according to the subject matter. If he should make a new will, it is to be presumed that it would embrace the whole subject of his testamentary dispositions, and so would operate as a revocation of the present. If he should die before making a new will, this was to be considered revoked and of no effect, and of course in that event he would die intestate. The effect, we think, is this, that “ this will is revoked at all events, and I intend to make a new will, or should I not do so, I prefer to die intestate.” It is to be remarked, that the words of revocation are in the present; ct I desire that this will be considered as revoked and of no effect.” It does not declare an intent to revoke; it looks to no future act to be done, to effect such revocation, and in this respect it differs from the cases cited. The instrument written on the will, therefore, must be consid
Decree of the judge of probate affirmed.