Administrator cum Testamento Annexo of Davies v. Administrator of Steele

38 N.J. Eq. 168
CourtNew Jersey Court of Chancery
DecidedFebruary 15, 1884
StatusPublished
Cited by1 cases

This text of 38 N.J. Eq. 168 (Administrator cum Testamento Annexo of Davies v. Administrator of Steele) is published on Counsel Stack Legal Research, covering New Jersey Court of Chancery primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Administrator cum Testamento Annexo of Davies v. Administrator of Steele, 38 N.J. Eq. 168 (N.J. Ct. App. 1884).

Opinion

Van Fleet, V. C.

The object of the bill, in this case, is to procure a decree settling the rights of several claimants, claiming in two distinct rights, to a legacy of $5,000. The legacy was given by the will of Jacob Davies. He died in 1834. His will was admitted to probate July 3d, 1834. The following are the parts of his will material to the question presented for decision. He first gives his widow the interest accruing on $5,000, to be paid to her annually, or as the same may become due, during her natural life; ” he then gives her the use and occupation of a house and lot as long as she remains his widow, and devises the remainder in fee to his daughter Mary Ann; he then gives his daughter Mary Ann the sum of $5,500, which sum, the will says — .

“Is to be placed out on interest, secured by bond and mortgage on real estate, and the interest accruing thereon to be paid annually to my daughter, during her natural life.”

The testator then says:

‘I do also give and bequeath to my said daughter, her heirs and assigns, [170]*170the additional sum of $5,000, left for my -wife’s use, after the decease of my ' wife.”

Seven pecuniary legacies, of specific amounts, are then given,, three of which are to the testator’s brother and two sisters, $500’ being given to each. Then, in a subsequent part of his will, the testator says:

“In case of the decease of my said daughter Mary Aun, without lawful issue, I do order and direct that the legacies herein bequeathed to her be-equally divided between my brother and sisters, share and share alike.”

This is the clause on which the dispute arises, and the question is, Whether, by the legal construction of the whole will, the bequest over to the brother and two sisters is limited to take effect on a definite or indefinite failure of issue.

It is undisputed that, if the bequest over is limited to take effect on a definite failure of issue, the limitation is valid, and the representatives of the brother and sisters of the testator are entitled to the legacy, but if, on the contrary, the brother and sisters can only take after an indefinite failure of issue, then, it is admitted, the limitation is void. There can be no doubt that, prior to the enactment of the statute of 1851 (Rev. p. 124-8 § 85), it was perfectly well settled that a bequest over to a second-legatee, limited to take effect in case the primary legatee should die without issue, standing alone, without anything to show that the words dying without issue ” were used otherwise than in their legal sense, was to be construed as a limitation founded on a general, indefinite failure of issue; in other words, that the testator meant that the bequest over should not take effect until the whole line of heirs of the primary legatee was extinct. 2 Jarm. on Wills (5th Am. ed.) *497. And it was also equally well settled, as a general rule, that when a gift of personal property was limited to take effect on an indefinite failure of issue, the gift over was void for remoteness, and the primary legatee took the subject of the gift absolutely, whether by the terms of the bequest he was given merely a life interest or the absolute property. 2 Rop. on Leg. 1522, 1527. The principle was also well established [171]*171that a bequest of personal estate, expressed in words, which, in & devise of land, would create an estate tail, would pass the property absolutely.

The testator’s daughter Mary Ann married and had one child,, which died in infancy, in November, 1844. Mary Ann died herself, childless and intestate, in October, 1845. Her husband survived her. Administration has been granted on her estate. The testator’s brother, Benjamin Davies, died childless in 1836.. One of the testator’s sisters, Mary Batton, died intestate in the lifetime of the testator’s daughter Mary Ann. Her husband and four children survived her. The testator’s other sister, Ann Miles, died intestate in December, 1879, leaving two children.. The testator’s widow died in March, 1880. The contest is between the administrator of the testator’s daughter Mary Ann on. the one side, and the representatives of the testator’s two sisters on the other. The administrator contends that the legacy to the-brother and two sisters was limited to take effect on an indefinite-failure of issue, and consequently that Mary Ann took it absolutely, while the other side claim that it was limited to take effect on a definite failure of issue, and vested, consequently, in their ancestors. The question must be decided by the law as it stood in 1834.

It cannot be denied that at the time the will took effect, the words dying without issue,” or any other equivalent expression,, had, according to judicial construction, a definite and certain meaning, and were, when standing alone and unexplained or unrestrained by other parts of the will, uniformly and inflexibly construed to mean an indefinite failure of issue. That must be-the construction they receive here, unless some expression or other indication of intention can be found in this will, which furnishes satisfactory evidence that they were used in a different sense from that which the law then put upon them. Their legal meaning must prevail, unless it is clear, on the face of the will,, that they were used in á different sense, and the evidence that they were so used must amount to a fair demonstration. Donn v. Penny, 19 Ves. 545. The meaning which the law, prior to-the statute, gave them was purely artificial, and the rule by which, they were interpreted would seem to have been framed rather to [172]*172defeat than effectuate the intention of testators. But it was the law, and rights acquired by force of it, while it was the law, are just as inviolable as rights acquired by force of any other legal rule.

The cases dealing with the construction of such bequests and devises are too numerous to be reviewed or even cited in an opinion. It is enough to say that while the courts have been eager and astute in searching for grounds on which such limitations might be upheld, especially in cases where the thing limited over was personal estate, yet no case, so far as I am aware, has gone to the extreme point of declaring that the mere fact that the person to whom the legacy was limited was in existence at the date of the will and the senior in years of the primary legatee, was sufficient to withdraw the case from the general rule, and to warrant a construction that a definite and not an indefinite failure of issue was intended. And yet these are the only circumstances which can be urged as affording the slightest evidence in this case that a definite failure of issue was meant. It is true the ulterior legatees were related to the testator, and would, perhaps, be his kindred nearest in blood on the death of his daughter, but this is so in almost every case, and does not seem to have been regarded as possessing any force whatever as evidence of intention. The only case that has come under my observation in which either of the circumstances which distinguished this case is mentioned as furnishing evidence of intention is, Roe v. Jeffery, 7 T. R. 589.

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18 A.2d 275 (New Jersey Court of Chancery, 1941)

Cite This Page — Counsel Stack

Bluebook (online)
38 N.J. Eq. 168, Counsel Stack Legal Research, https://law.counselstack.com/opinion/administrator-cum-testamento-annexo-of-davies-v-administrator-of-steele-njch-1884.