"Every devise or bequest by the husband or wife to the other shall be holden to be in lieu of the rights which either has by law in the estate of the other, unless it shall appear by the will that such was not the intention." P. L., c. 306, s. 17.
Prior to this statute a devise or bequest by a husband or a wife to the other was presumed to be in addition to such other's rights at law unless an intention that it be in lieu thereof was shown by the will. Brown v. Brown,
The question here presented, then, is whether the will affords proof of an intention that the bequest should be in addition to, and not in lieu of, the husband's rights at law. The suggestion advanced that the absence of any express condition annexed to the bequest supplies evidence of such an intention cannot be heeded. Its adoption would nullify the statute. At most the absence of an express condition merely makes easier the affirmative proof of such intention if there were competent evidence to support it. The argument that mere failure to dispose of the residue is evidence of the testatrix's intention that the husband should take his distributive share therein, and warrants a finding that the bequest was in addition thereto, ignores the terms of the statute. The language of the statute is that the bequest shall be holden to be in lieu of the legatee's rights by law "in the estate of" the spouse. Construing the words according to their "common and approved usage" (P. L., c. 2, s. 2) "the estate" of the testatrix includes both intestate and testate property.
The question of the effect of the statute upon property which becomes intestate because of the failure of legacies and, which therefore, presumably, was not within the contemplation of the testator when limiting the bequest to the spouse (Schouler, Wills, s. 3210; Grant v. Stimpson,
The features of the will above discussed are the only ones pointed out in argument as a basis for the husband's claim. We find nothing therein, nor in the will, which appears to be inconsistent with the intention to be implied from the bequest read in the light of the statute; namely, that the bequest was to be accepted instead of the husband's rights at law in the deceased's estate. On the contrary the evidence tends to support that intention.
The "rights" which the husband here "has by law" in his wife's estate, within the meaning of this statute, include a homestead right, a right to have one-third of the personal estate remaining after the payment of debts and expenses of administration, and a right to release the homestead right and take instead thereof one-third of the real estate for his life. The law also gives him the privilege of waiving the provisions of the will in his favor and having the foregoing rights in the place thereof. P. L., c. 214, ss. 1, 2; Ib., c. 306, ss. 12, 13; Ellis v. Aldrich, supra. The home-place occupied by the deceased, in which alone the husband's homestead right presumably *Page 312
exists (Austin v. Stanley,
The scheme of disposition is otherwise inconsistent with the claim that the bequest was intended to be in addition to the husband's rights at law.
The bequest made him would have been the exact measure of the value of his rights at law in the entire estate of the testatrix if her property had consisted of personalty only. Allowing for whatever difference there may be between the value of one-third of the home-place in fee on the one hand, and the value on the other hand of either his homestead right or an elected life interest in such third, the bequest was practically equivalent to the sum of the husband's maximum rights at law in the testatrix's entire estate, with the advantage, if any, in his favor. To be sure the amount of the bequest is not ordinarily of controling importance (see Piper v. Piper,
By reason of the force and effect of the statute it is unnecessary to say whether or not there was partial intestacy, because if the will were construed to dispose of all the estate (Clyde v. Lake, *Page 313
It is our conclusion that the will affords no evidence that the bequest to the husband was not intended to be in lieu of his rights by law; that, therefore the statutory presumption applies, and the husband is put to his election between the provision in the will and his rights by law in her entire estate. The petitioner is accordingly instructed that, in the absence of a waiver by the husband of the testamentary provision in his favor, the whole of the distributable residue should be paid to the son.
Case discharged.
All concurred.
