81 Va. 687 | Va. | 1886
Lead Opinion
delivered the opinion of the court.
The will of Daniel Senger, deceased, contains really but one clause, there being no formal division into separate and distinct clauses, as is usually the case. The provisions thereof out of which this controversy arose are as follows:
“It is my will and desire that all of my estate be equally divided between the children of my deceased son, Joseph Senger, and the children of my daughter, Elizabeth R. Showalter, taking into consideration what I have already given them.”
The testator then says: “And as I have given my daughter, Elizabeth Showalter, two thousand dollars, in land, it is my will that said sum of two thousand dollars be charged as that much advancement to the children of said Elizabeth Showalter, out of my estate. And as I have given to my grandson, Daniel P. Showalter, the son of Elizabeth Showalter, the sum of six hundred dollars; and as I have given to my grandson, Abraham Senger, and Susan C. Senger, the children of my deceased son, Joseph Senger, the sum each of seventeen hundred and twenty-two dollars and fifty cents, which I allowed them as down payment on a tract of land sold them, it is my will that these sums, mentioned above, shall be taken as advancements, and shall be chargeable as legacies out of my estate. It is my will and desire that no interest be charged upon advancements already made, or upon legacies made in
After the execution of his will, the testator advanced Anthony, another son of Joseph, $1,722.50. On the day his will was executed, by writing under seal, signed by himself and his wife, the testator sold his tract of 172 acres of land to the said Abraham and Susan 0., children of his son, for $11,180, of which sum $3,445 down payment was paid in part of their legacy, and the balance was payable in eight annual installments, to fall due respectively on the 1st of March, 1883, and of each of the seven succeeding years, with vendor’s lien reserved.
The bill was answered by the defendants, the adults in person and the infants by guardian ad litem. An account was ordered, and the master reported that the accounts were properly avouched; that the testator died owning no real estate, and that his personalty amounted to $20,572.56, including the advancements; that there were no debts due from the estate; that the legatees were the widow (who had renounced the will), the four children of Joseph Senger, deceased, all of age except Daniel, who would be on the 9th of October, 1884, and the nine children of Elizabeth Showalter, all, except Daniel and John, infants, who would come of age, Benjamin on 4th of January, 1884, David 26th of August, 1886, Ida 12th of December, 1889, Ursey 16th September, 1891, Hettie 12th of November, 1895, Martin 24th of January, 1898, and Annie
At the hearing of the cause, October 17th, 1884, the court decreed that the legatees took per capita, and not per stirpes; that after paying the debts and the costs, the executor should pay one-third of the residue of the estate to the widow, who had renounced the will, and should divide the balance equally among the grandchildren of the testator, taking into consideration the advancements, said money to be paid to such of them as were infants when they respectively arrived at twenty-one years of age; and recommitted the cause to the master to reform his report in accordance «dth the decree. The master having reformed his report as directed and returned the same, on the 13th of April, 1885, the court confirmed the report and decreed that, after paying the expenses of the administration and the costs of the suit, the executor should pay one-third of the estate, as it comes into his hands, to the widow, and then pay to the said grandchildren, or to such of them as would be entitled to a distributive share, as they respectively arrived at twenty-one years of age, until all are made as nearly equal as the estate in his hands, or to come into his hands, would .suffice to do so; and that he pay, first, Daniel Senger, $240, to make him equal with those who have received the smallest advancements, and then to such of the children of the daughter as are, or may be, twenty-one years of age, except Daniel, a sum which, together with their advancements of $240 each, would make the sum of $888 each, as of the 1st of February, 1885 ; and also to Daniel Senger a like sum, sufficient with his
At the hearing of the cause, the depositions of several witnesses taken in behalf of the Senger legatees, were read against the protest of the counsel for the Showalter legatees. John W. Crist, one of them, deposed that, at the instance of the testator, and from “a draft of a will” produced by him, he drew the last will of the testator, who told the deponent that he wished him to follow “the old draft,” with the exception of these changes— “ the name of the executor,” “ correction of calculations,” and
Several witnesses testified that the testator had told them, before he executed his last will, that he intended giving one-half of his estate to the children of his son, and the other half to the children of his daughter, and that after he had executed said will he told them that he had so bequeathed his property, and that he had altered his former will, which gave half of his property to his daughter herself, because he was displeased with the way her husband had treated two of the children who had married without his consent. And one of the witnesses deposed that he, too, had, a short time before the execution of the testa
From the said decrees Abraham Senger, Daniel Senger, Daniel T. Evers, and Susan C., his wife, formerly Susan C. Senger* obtained an appeal and supersedeas.
I. The clause of testator’s will—the meaning of which, when ascertained, must mainly determine this controversy—is as follows : “ It is my will and desire that all of my estate be equally divided between the children of my deceased son, Joseph Senger, and the children of my daughter, Elizabeth Showalter, taking into consideration what I have already given them.”
At the threshhold we are met with the enquiry, does this-language of the testator, the meaning of which is controverted* present a case for the admission of the parol testimony which was taken on behalf of the- appellants? The rules determining the admission or rejection of parol and extraneous testimony to explain a bequest, depend upon a distinction which has been established between ambiguities which are patent and those that are latent. A patent ambiguity is one apparent on the face of the will. If the ambiguity occurs in the wording of a will, producing a palpable uncertainty on the face of the instrument, extrinsic evidence cannot remove the difficulty without putting new words in the mouth of the testator, and, in. effect, making a new will for him. . In such case the only aid which can be brought to the. construction of the bequest is by comparing it with other parts of the will, and thus ascertaining the true meaning and giving effect to the -whole will, and every part thereof, if possible. On the other hand, a latent, ambiguity is when the will presents no uncertainty -on its face independently of the facts, and the uncertainty arises from evidence of something extrinsic, or by some collateral matter outside the will.
Shelton v. Shelton, 1 Wash. 53, was the first case on this subject decided by this court. There the doctrine is laid down in accordance with the foregoing views. It was in that case held that parol proof" is not to be admitted to contradict the common meaning or legal import of plain words in a will; but shall be allowed to explain a person or thing intended by doubtful words, or to correct mistakes in either description. In Wooten v. Redd, 12 Gratt., Lee, J., speaking for the court, said: “ Declarations of the testator, as to his intention
In Robinson v. Allen, 11 Gratt. 788, Samuels, J., said: “The language of the will itself must be relied on as the chief guide. If that language be ordinary and popular, its meaning is to be construed according to its usual acceptation; if technical, legal terms be used, they must be construed in the sense which the law affixes.” Nor is the draftsman permitted to prove that he inserted or omitted words from the will, without the knowledge or consent of the testator, for that would be to set up a parol will, in the stead of the written testament, which has been made, published and probated. Roseborough v. Hemphill, 5 Rich. Eq. Ca. 95 (S. C.); Gaither v. Gaither, 3 Md. Ch’y Dec. 158.
But the learned counsel for the appellants, with much ingenuity and ability, resorts to the subtleties of grammar and of punctuation to find something recondite and peculiar in the signification of a single word, the preposition “ between,” which, it is contended, clearly indicates an intention on the part of the testator to separate his own grandchildren, each and all equal objects of his natural affection and beneficence, into two classes, with the view of making a difference in his benefaction among them.
Tn Crow v. Crow, 1 Leigh, 85, Carr, J., says.: “Look now at the' words of the will: ‘ The balance of my slaves to be equally divided between my children, to-wit: the heirs of William Crow, namely, (enumerating his son, William Crow’s children,) Thomas, Moses, John Crow (children of the testator,) and the
The learned counsel for the appellant, in his brief, institutes a critical comparison of the variant significations of the prepositions “ between ” and “ among ” when used in such connection as the former is used in the chiefly contested clause of the will under consideration. It is well known that the same words are often capable of different meanings according to their collocation and connections. And the same prepositions are, for the most part, differently used and placed and do then express different ideas. But when they follow the verb “ divide ” their general signification is very similar, and in popular use are considered synonymous; though “ among ” denotes a collection and is never followed by two of any sort, whilst “ between ” may be followed by any plural number, and seems to denote rather the individuals of the class, than the class itself generically. But, whatever importance may be attached to such philological refinements, it is certain that the general rule laid down in Hoxton v. Griffith, 18 Gratt. 574, settles the controversy as to this case. In that case at p. 577, Joynes, J., says : “ where a bequest is made to several persons, in general terms indicating that they are to take equally as tenants in common, each individual will of course take the same share; in other words, the legatees will take per capita. The same rule applies when the bequest is to one who is living, and to the children of another who is dead, whatever may be the relations of the parties to each other, or however the statute of
Indeed, this view, so far from being weakened, is powerfully strengthened by an examination of the other clause of the will touching this same bequest: “It is my wdll and desir.e that as fast as moneys come into the hands of my executor, he pay out legacies to him or her who is twenty-one years of age who has received the least, until he or she are equal to the one who has already received, and they be carried along equally until the next highest advancements, until all are equal;” meaning, necessarily, all the legatees.
Taken altogether, the one controlling idea of the testator appears to be an equality of benefaction to these thirteen legatees, all of whom were of equal nearness and interest to him. Such was the general intent, and the minor purposes all appear to point in the same direction.
But it is also contended that the decree of the 13th of April is erroneous in another particular, to-wit: that it directs that these legatees, infants and all, shall be equalized in their
The policy of the law is to favor the immediate vesting of estates, and they will be held to be vested unless very decisive terms of contingency are used in the will. The first clause of the will, quoted above, vests the share of each legatee in him at once. And where property is clearly given absolutely by one clause, the right thereto will not be limited or restricted by a separate clause, unless the language of the latter is equally clear and explicit as that of the former. If the benefit is to be taken away, it must be by express words or necessary implication. Barksdale v. White, 28 Gratt. 224.
The true construction of the two provisions is, that whilst the first vests the legacies in each of the legatees immediately, the second postpones the actual possession and command of the money until the legatee attains maturity. In the meantime the fund is under the control of the court. And this construction, the decree of April 13, 1885, practically carries into effect. There being no error in the decrees complained of, they are affirmed.
Lewis, P., and Hinton, J., concurred in the opinion of Richardson, J.
Lacy, J., dissented.
Dissenting Opinion
dissenting, said:
I dissent from the opinion of the majority of the court just read.
The chief controversy arose under the clause in the will, in which the testator disposes of the remainder of his estate, after-providing for the widow. The language used by the testator is, “It is my will and desire that all my estate be equally divided between the children of my deceased son, Joseph Senger, and the children of my daughter, Elizabeth Showalter, taking into consideration what I have already given them.”’ The question is, is the estate to be divided per capita, or per stirpes? The circuit court decided that it is to be divided per capita.
There are four children of Joseph Senger, deceased, and there are nine children of Elizabeth Showalter. If the division of the estate be made per stirpes, each family, or class of' children, will receive one-half; if divided per capita, the children of Joseph Senger, deceased, will receive only four-thirteenths, and the children of Elizabeth Showalter will receive nine-thirteenths.
If the clause in the will, already quoted, over which the-controversy is made, were the only clause in the will, we-think, the language used by the testator, taken in its grammatical and ordinary sense, imports that he recognized and established an antithesis between the two families; of his dead.
The language of the residuary clause, is—“ between the children of my daughter, on the one hand, and the children of my deceased son, on the other.” And the advancement of $2,000> which he had made to Mrs. Showalter, his daughter, he charges to her children, as a class.
In the case of Wooten v. Redd, 12 Gratt. 196, Judge Lee, speaking for this court, says: “In performing the duty of expounding a will, the court will make the amplest allowance for the unskillfulness and negligence of the testator; technical informalties will be disregarded; the most perplexing complications of words and sentences will be carefully unfolded.; and the traces of the testator’s intention will be diligently sought
In Knick v. Knick, supra, Judge Burks, delivering the opinion of this court, after quoting from 1 Greenleaf’s Evidence, section 275, the general rule “that parol contemporaneous evidence is inadmissible to contradict or vary the terms of a valid written instrument,” said: “The writing is very ambiguous; and, without the aid of extrinsic evidence, it is very difficult, if not impossible, to give to it any safe or satisfactory construction. Without going into particulars, it may be said of the testimony in question, in general terms, that it establishes facts and cir
For the purpose of putting the court in possession of all the facts and circumstances surrounding the testator at the time of making the will, sundry witnesses of unimpeached and unimpeachable character proved, by their testimony in the record, that the testator, Daniel Senger, had made at least one will, if not more, prior to the making of the will in controversy, in which he divided this estate into two equal parts, and gave one
In his old, or former will, he had given one-half of his estate to his daughter, Mrs. Showalter, and her children. In the rough draft (which is exhibit “Draft” in the record), prepared by Esquire William Beard, the same devise was provided for, and it was directed that all of the estate was to be equally divided, between Joseph Senger’s children “ on the one hand,” and Mrs. Showalter and her children “ on the other.” But Daniel Senger, the testator, thought that his son-in-law, Henry A. Showalter, was disposed to mistreat one or two of his children, who had married against his wishes, and the old man, after trying in vain to effect a reconciliation between Showalter and his children, and after having been, as he complained, treated rudely at Showalter’s house—“ almost ordered out ”—determined then that “he did not want his property to go into the hands of such a man as Showalter manifested himself to be.” And he determined to leave the part of his estate which would go to Mrs. Showalter, under his former will, directly to the children of Mrs. Showalter. Accordingly
The proof in the record is absolute and irresistible that the testator never intended to devise by the clause of his will in dispute nine-thirteenths of his estate to the children of his living daughter, Elizabeth Showalter, and only four-thirteenths to the children of his dead son, Joseph Senger ; and the construction given to it by the circuit court to this effect is erroneous.
But, independent of the proof or significance of the surrounding facts and circumstances, looking at the context of the will, and the whole will, we find no difficulty in collecting the intention of the testator that the children of the deceased parent, Joseph Senger, should take, as a class, and that the estate should be divided per stirpes, and not per capita. In the case of Hoxton v. Griffith, 18 Gratt. 574, it is declared as the general rule, that “ where a bequest is made to several persons in general terms, indicating that they are to take equally as tenants in common, each individual will, of course, take the same share; in other words, the legatees will take per capita.” The same rule applies where a bequest is to one who is living,
In Hamlet v. Hamlet, 12 Leigh, 350, the testator gave the residue of his estate to be equally divided among James Hamlet, Mary Jeffres, Patsy Wilson, Nancy Jeffres, Narcissa Jeffres (all of whom were children of the testator); the children of my son George Hamlet and Lucy, his wife; the children of my daughter, Elizabeth Arnett, the children of my son Bedford Hamlet, deceased, and the children of my daughter Obedience. The court held that the property must be divided per stirpes, each family of grandchildren taking one-ninth part. See Gilliam v. Underwood, 3 Jones Eq. R. 100; Lockhart v. Lockhart, 3 Jones Eq. R. 205; Alden v. Beale, 11 Gill, 123; Lackland’s Heirs v. Downing’s Ex’or, 11 B. Mon. R. 32; Fissel’s Appeal, 27 Penn. R. 55; Lowe v. Carter, 2 Jones Eq. R. 377; Miller’s Appeal, 35 Penn. St. 323; Purnell v. Culbertson, 12 Bush. 369; Harris’ Estate, 74 Penn. St. 452; Risk’s Appeal, 52 Penn. St. 269; Lyon v. Acker, 33 Conn. 222; Jarman on Wills, 195, note 2.
If the language used leaves it doubtful as to what the testator meant, he will be presumed to have intended the legatees to take as they would have taken under the statute of descents and distributions. 2 Jarman on Wills, 196; Harris’ Estate, supra.
The circuit court erred in its decree of 13th April, 1885, in
The court erred in treating the legacies to the infants as already vested, and in now setting apart to each infant legatee his or her portion or proportion of the estate. Jarman on Wills, p. 854, lays down the rule as follows : “The vesting is obviously postponed where the attainment to a particular age is introduced into, and made a constituent part of, the discription or character of the objects of the gift; as where the bequest is to the children who shall attain, or to such as shall attain, the age of twenty-one years, there being in such case no gift except to the persons who answer the qualification which the testator has annexed to the enjoyment of his bounty. (So, where the bequest is to the children, if, or when, they attain the particular age.) ”
The decrees complained of are, I think, erroneous, and for the reasons set forth, I dissent wholly from the opinion of the majority of the court in this case.
Decree affirmed.