Certification of questions of law by the Probate Court of Rockingham County by
Treat,
J., pursuant to RSA 547:30 requesting instructions concerning the proper amounts and method of distribution under the trust estate of George C. Frolich. This is a proper method for obtaining instructions.
In re Peterson Estate,
The reserved case indicates that the testator died November 20, 1969, leaving a will dated March 23, 1950. The entire estate was devised in trust to the testator’s daughter, Georgia M. Kavanagh, as executrix and trustee, with directions to *322 support the testator’s wife from the income and necessary principal of the estate for her life, if she survived the testator, with a gift over of the remainder to various legatees. After providing for cash bequests to certain of his grandchildren, the testator directed that his land and buildings at Stinson Lake, New Hampshire, be transferred by proper deed “free and discharged of all trusts” to Georgia M. Kavanagh. Testator then bequeathed the then remainder of the trust estate in the following shares, provided that the Stinson Lake property was a part of the trust estate which in fact was the case:
To my daughter, Gladys Stormont of Derry, New Hampshire, six twenty-sevenths (6/27)
To my granddaughter, Muriel Apper of Malden, Massachusetts, one twenty-seventh (1/27)
To my daughter, Georgia M. Kavanagh of Needham, Massachusetts, eight twenty-sevenths (8/27)
To my daughter, Marjorie I. Nagel of Malden, Massachusetts, twelve twenty-sevenths (12/27).
The testator was predeceased by his wife and by Gladys Stormont, who left lineal descendants, was survived by Muriel Apper (Chisolm) and Georgia M. Kavanagh, and was predeceased by Marjorie I. Nagel who left no lineal descendants.
The third paragraph of the will provided:
I authorize my Executrix and Trustee, if in her opinion it becomes advisable or necessary to do so, to sell any real or personal property of my estate at public auction or private sale... or otherwise dispose of the same without the consent of any court....”
The court transferred without ruling the following questions for instructions:
(a) As to the distribution of the aforesaid twelve twenty-sevenths (12/27) share of the said Marjorie I. Nagel, and
(b) As to the procedure to be used in transferring the premises at Stinson Lake to herself.
*323
Where one of several residuary legatees predeceases the testator, without lineal descendants (RSA 551:12), the orthodox common-law rule of construction in this and other jurisdictions has been that the lapsed residuary share passes by intestacy to the testator’s heirs at law rather than being shared by the remaining residuary beneficiaries.
Upton
v.
White,
The reasons underlying the rule are said to be that there can be no “residue of a residue” since the residuary clause cannot “catch” property itself a part of the residue (Atkinson, Law of Wills 5. 140, at 784 (2d ed. 1953)), and that to augment the shares of the remaining residuary legatees would be to frustrate the intent of most testators who intend that the residual beneficiaries shall receive only the specific portions bequeathed to them and no more.
E.g., Gray’s Estate,
The traditional rule passing a lapsed residual share by intestacy has been strongly criticized for many years by courts
*324
and commentators alike. 5 Am. Law of Real Prop.
s.
22.6, at 258 (A.J. Casner ed. 1952); Legislation, 26 Ford. L. Rev. 372, 377-80 (1957); Note, 10 N.Y.U.L.Q. Rev. 97 (1932); Note, 36 Harv. L. Rev. 230 (1922); Note, 31 Yale L.J. 782 (1922);
Gray’s Estate supra; Corbett
v.
Skaggs supra; Commerce Nat’l Bank
v.
Browning,
Even those courts which have retained the old rule on grounds of stare decisis have strained to the utmost to find the slightest evidence of a contrary intent in order to avoid the rule. 6 Page, Wills s. 50.18, at 99 (Bowe-Parker rev. 1962); 2 Jarman, Wills 1016-20 (7th ed. 1930); 9 N.Y.U. Intra. L. Rev. 262, 267 (1954).
See also Roberts
v.
Tamworth,
The cardinal rule of will construction in this jurisdiction has always been to effectuate the testator’s intent if at all possible.
See In re Estate of Griffin,
The mere execution of a will indicates that the testator intended to die testate and, in the absence of “evidence of a purpose of intestacy”, there is a presumption that a testator intended his entire estate to pass under his will.
E.g., Kemp
v.
Dowling,
*326
Arbitrary canons of construction always give way in this jurisdiction to a single broad rule of construction favoring the “maximum validity of the testator’s dispositive plan.”
Opinion of the Justices,
For these reasons, we now adopt the rule that the failure of a portion of the residue results in the division of such portion among the remaining residuary legatees in proportion to their relative shares of the residue. See Uniform Probate Code s. 2-606(b). We adopt this rule because it appears to comport most often with the presumed intent of the ordinary testator. As all rules of construction, however, the rule will operate only in the absence of a contrary expression of intent by the testator. This rule is also subject to the anti-lapse statute, RSA 551:12, such that lapsed residual shares will pass to the surviving residuary legatees only when the deceased legatees have left no lineal descendants. To the extent that it is inconsistent with this opinion, Upton v. White, supra, is overruled.
The executrix is instructed that the twelve twenty-sevenths share of the residue bequeathed to Marjorie I. Nagel should be divided among the remaining residuary legatees, or their representatives, in proportion to their relative share of the residue, to wit:
Gladys Stormont: six-fifteenths (6/15);
Muriel Apper (Chisolm): one-fifteenth (1/15); and
Georgia M. Kavanagh: eight-fifteenths (8/15).
The second question raised by the petition involves the proper procedure to be used by Georgia M. Kavanagh, named in the second paragraph of the will as executrix and trustee, in transferring the Stinson Lake property to herself as the sole legatee thereof. Paragraph Third D. 1 of the will directed
*327
the trustee: “To transfer and deliver by proper deed of conveyance said land with the buildings thereon at Stinson Lake, New Hampshire, free and discharged of all trusts to my daughter. . . .” The real question here involved is whether an executor or trustee conveying property to himself pursuant to the terms of a will or trust instrument violates the traditional rule forbidding fiduciaries from selling trust or estate assets to themselves, a cornerstone of the fiduciary’s duty of loyalty. Bogert, Trusts and Trustees
s.
543(A) (2d ed. 1960); 2 Scott, Trusts s. 170.1 (3d ed. 1967);
Hoitt
v.
Webb,
“In the absence of a contrary public policy or prohibitory legislation express or implied, it is the rule in this State that the expressed intention of the grantor will override, whenever possible, purely formalistic objections to real estate conveyancing based on shadowy, subtle and arbitrary distinctions and niceties of the feudal common law.”
Therrien
v.
Therrien,
The petitioner in this case was directed in effect to deed the Stinson Lake property from herself as executrix and trustee to herself as the legatee. She was also authorized by the third paragraph of the will to dispose of any property without court consent. The testator thus clearly expressed the manner in which he intended the property to be transfer *328 red. Since there is no statute or public policy militating against implementation of the method of transfer selected by the testator in this case, the terms of the will supersede the common-law rule against fiduciaries selling to themselves. The method of transfer directed by the testator will thus be given effect.
We are not unmindful that title to the Stinson Lake property passed to the petitioner by operation of law upon the death of the testator
(Wentworth
v.
Wentworth,
The petitioner is advised with respect to the second question that, upon the payment of all debts of the estate, and in accordance with the terms of the will, the executrix and trustee is to deed to herself individually the property at Stinson Lake.
Remanded.
