68 Me. 133 | Me. | 1878
This case is presented on report, and involves a construction of the will of Samuel Whitmore, late of Deer Isle, deceased. The principal questions arise under the second item in the will, which is as follows: “ I give, bequeath and devise to my beloved wife, Abigail H. Whitmore, for and during her natural life, all my estate and property, real, personal and mixed, wherever found and however situated, to have and to hold the same to her and her assigns, for and during the term aforesaid, for her proper use, benefit and support' and maintenance ; and after her decease, said-estate and property, or the residue and remainder thereof, to be legally divided to and among my children, namely,” etc. The first item of the will provides for the payment of the testator’s debts and funeral charges by his executors, Seth Whitmore and William Whitmore, who returned an inventory of the estate in June, 1867. One of the executors, William Whitmore, died before any account was filed by the executors in the probate court. Seth Whitmore, the surviving executor, filed the first and only account in the probate court, in June, 1870, charging himself with the personal estate, and giving credit to the estate for debts paid, including the sum of $54,747.56
The intention of the testator, as deduced from the language of the instrument, is the criterion for the interpretation of wills. When ascertained, such intention is to have effect, unless it is inconsistent with the rules of law. The disposing words of the will, “give, bequeath and devise ” to the testator’s wife all his property, real and personal, “ during her natural life,” with remainder over to his children, creates a life estate only, unless the subsequent language enlarges, limits or qualifies their meaning. But for the limitation of the habendum, “ during the term aforesaid,” that would seem to enlarge the estate created; but with that limitation it does not admit of that construction. It is, however, clear that the subsequent words, “ for her proper use ” and “benefit,” are not synonymous with the phrase, “ for her support and maintenance,” but have a more enlarged signification, and imply that the devisee was not only to have simply “ her support and maintenance ” out of the estate, but, also, a right to employ it for her advantage, gain and profit. Her right of “ use ” and “benefit ” was superadded to her right of “support” and “maintenance;” otherwise those prior words are meaningless. Consequently the devisee liad such power over and control of the estate devised as was reasonably necessary, not only to secure her “ support ” and “ main tenanee,” but, also, to facilitate her “ proper use ” and “ benefit ” thereof.
The subsequent clause, providing for the division, among the testator’s children, of “ said estate and property, or the residue and remainder thereof,” after the devisee’s decease, has the same implication. This language necessarily implies the liability of the
In Harris v. Knapp, 21 Pick. 412, 416, a case strongly analogous to the one at bar, the testatrix devised one-half of what remained of her real and personal estate to her daughter, “ for her use and disposal during her life,” and whatever should remain at her death she gave to other relatives. The court gave great force and effect to the phrase, “ whatever shall remain at her death,” deducing from it the conclusive implication that the devisee had the right to dispose of the property. The use of the word “ disposal ” in the will, however, undoubtedly contributed to the conclusion arrived at by the court.
In Stevens v. Winship, 1 Pick. 318, the court held that the wife took only a life estate with a contingent power to sell, under a will devising a messuage to her for life and giving her full power to sell all his real and personal estate for her comfortable support, in case she should stand in need. In that case, it was decided that the wife took only a life estate with a contingent power to sell, and that the burden is on those claiming under the wife to show that the power was well executed, and that the contingency had happened; and that the jury were to determine whether the contingency existed. See, also, Larned v. Bridge, 17 Pick. 339.
In Scott v. Perkins, 28 Maine, 22, 35, the bequest was of the estate and income, to be disposed of for the devisee’s comfort and convenience during life, and the court held that she had a right to sell and dispose of the personal estate when that was necessary
The principal case is obviously no stronger in support of the devisee’s unqualified power of disposal than the last two cases cited, where the word “ disposal ” was used in the will and the court substantially denied such power. It is more like Downing v. Johnson, 5 Coldw. (Tenn.) 229, where the bequest was to the wife “ of the whole estate, both real and personal, for and during her natural life, to be by her freely possessed and enjoyed. . . the balance of the property, money or other effects that might be on hand at her decease,” to go to others. In that case the court held that the wife was entitled to the possession, use and enjoyment, during her life, of all the property belonging to the testator at the time of his death, and that if her support and maintenance, in her discretion, required it, she could consume the corpus of the entire estate except the land.
The court are of opinion that it was not the intention of the testator to empower his widow to sell the estate bequeathed to her, in any event, at her will and pleasure, but that she took a life estate, with an implied power to sell upon the happening of the contingency or con tingencies, and to effectuate the purposes mentioned in the will; her power to sell depended upon these; if they did not require a disposal of the property the widow had only a life estate. The court are also of opinion that, in order to give full scope and effect to the testator’s words, “ for her proper use ” and “ benefit,” he must have intended to give his widow the possession, management and control of all the bequeathed estate, both real and personal, and that, in respect to the personal estate at least, she might, at her discretion, convert it into money or other property, reduce the effects and credits to cash or exchange them for other property, invest or change the investment of the money, and, in all respects, manage the property as a prudent owner would in order to facilitate his proper use and benefit therefrom.
The evidence shows that the “ A. H. Whitmore ” was built by Jeremiah Burnham; that the devisee, Mrs. Abigail H. Whit-more, agreed in writing to take one-quarter, and that Seth Webb, one of the defendants, finally took the remaining three-quarters. Seth Webb testified that the devisee paid for one-quarter of the vessel through Seth Whitmore, one of the executors, and that he paid about $2,319 for Mrs. Whitmore. The books of Webb & Whitmore, in their account with the estate of Samuel Whitmore, show a eharge against the estate of $2,319.36, for one-fourth of schooner £t A. H. Whitmore,” on July 9, 1867; and C. H. L. Webb, their book-keeper, testified that “ the charge of $2,319.36 was cash for one-quarter of the ‘ A. H. Whitmore,’ paid out by Webb & Whitmore.”
Although Seth Webb appears as sole owner of the schooner “A. H. Whitmore ” in the temporary register issued upon the master carpenter’s certificate, and also in the enrollments of the vessel subsequently issued, and although, owing to a disagreement of the parties, no bill of sale was ever issued to the devisee or the executors, of one-quarter of the schooner, yet these considera
Judgment for defendants.