Ashhurst v. Potter

53 N.J. Eq. 608
CourtNew Jersey Court of Chancery
DecidedMay 15, 1895
StatusPublished
Cited by1 cases

This text of 53 N.J. Eq. 608 (Ashhurst v. Potter) 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
Ashhurst v. Potter, 53 N.J. Eq. 608 (N.J. Ct. App. 1895).

Opinion

Emery, V. C.

This case involves the construction of the residuary clause of the will of Thomas F. Potter, and the disposition of a corpus or principal fund, in which Alice Potter Lippincott, one of the testator’s daughters, had a life interest. She is now deceased, and the precise question is whether the fund in which, by the residuary clause, she had a life interest, is to be equally divided between a brother, William Hubley Potter, and a sister, Elizabeth Ashhurst, the complainant, who survived Alice Lippincott, as the persons solely entitled to the fund, or whether the children of a brother, John Potter, who died after the testator, and before his sister, Alice Lippincott, are also entitled to share in the fund. The fund is now in the court of chancery, which is administering the trust through Hugh H. Hamill, esquire, and the complainant, Mrs. Ashhurst, files this bill, praying payment of one-half of the fund to her, making defendants to the bill William Hubley Potter, the surviving brother, and also the children of John Potter, the deceased brother, who claim one-third of the fund as vested in their father on the death of the testator, and therefore passing to them. The husband of Alice Lippincott and the assignees of William Hubley Potter, are also parties.

[610]*610The portions of the will which are material to the decision of the case are as follows:

“Fourth. I give and bequeath unto my executors hereafter named, and the survivors or survivor of them, the sum of fifty thousand dollars, in trust nevertheless, and for the use of my son, James Potter, in order to put him upon a footing of equality'with my other children, for whom provision has been made by the will of their grandfather, the said sum of fifty thousand dollars to be paid to him when he arrives at the age of twenty-one; the interest in the meantime, or so much thereof as may be necessary for that purpose, to be applied to his education and support.
. “Fifth. All the rest and residue of my estate real and personal, wherever it may be situated, and of whatever it may consist, I give and devise unto my said executors, and the survivors or survivor of them, in tru'st nevertheless, and for the use of my children John Potter, William Hubley Potter, Elizabeth Potter, Alice Potter and James Potter, and to be equally divided between them, share and share alike; the shares of my said sons to be paid to them respectively as they attain the age of twenty-one, the interest in the meantime, ■or so much thereof as may be necessary for that purpose, to be applied by my ■executors to their education and support; but in the case of my said daughters, ¡my will is, that the interest of their respective shares is to be paid to them yearly during their lives, and in case they should marry, not to be under the control of their husbands or liable for their debts; and upon the death of my said daughters, their respective shares are to be equally divided among their children; but if either of them die without issue, her share is to go to her surviving brothers and sister equally to be divided between them.”

Alice Potter Lippincott, one of the daughters, has died without issue, leaving her surviving one brother and her sister, and also the children of another brother, all claiming under the last clause of the fifth item.

The construction of this will seems to come within the application of the general rule of construction recognized by Chancellor McGill in Dutton v. Pugh, 18 Stew. Eq. 426, 431 (1889), as established by the cases there referred to. This rule is, that where there is a devise or bequest for life, followed by a devise or bequest to “ survivors ” at the termination of the life estate, the word survivors,” in its natural and ordinary meaning, refers to the survivors at the time of distribution; and unless, upon taking the whole will into consideration, the word is plainly used in some other sense, this ordinary and natural construction must prevail.

[611]*611The special clause in controversy here is this: “ If either of them (my said daughters) die without issue, her share is to go to her surviving brothers and sister equally to be divided between them.” This is the clause indicating, primarily and directly, who is to take a daughter’s share on her death without issue; and, reading this clause alone, it is, I think, impossible to say that the idea of survivorship of his daughters was not in the testator’s mind, and that testator did not intend that any one of the brothers and sister who were to take should survive the sister. If this be so, then, as Lord Selbourne says, in Waite v. Littlewood, L. R, 8 Ch. App. 70, 73 (Court of Appeals, 1872), there is undoubtedly a strong onus probandi cast upon anyone who would do violence to the literal meaning of that word. Counsel for the children of John Potter, admitting the general rule, and also the burden of proof east npon these children, claim that this construction of the word “ survivor ” is negatived by other portions of the will and by the general scheme of the whole will, which, as they claim, clearly establish that the words “ surviving ” brothers and sister, as used here, meant “other” brothers and sister, and that, therefore, the'estate in remainder vested in such “ other ” brother or sister immediately on the testator’s death, without reference to his or her surviving the life tenant, Alice. And many cases have been collected in the very able and exhaustive brief of Mr. Freedley, in which courts have, on a survey of the whole will, construed the word “survivor” as meaning “other.” Smith v. Osborne, 6 H. L. Cas. 375, and Waite v. Littlewood, supra, are illustrations of this class of cases. But these cases, almost, if not entirely, without exception, have been cases where the words “ survivor ” and “ other ” were equally apt and proper words to be used in designating the children or other relatives who were the objects of the gift over. A testator, for example, after a life estate given to one of his children, might well, in a gift over to his “ surviving children,” intend his “ other children,” and they would be properly designated as the children “other” than the life tenant. But in this case the word “ other,” as applied to the brothers and sister of Alice,- would be a misapplication of terms, inas[612]*612much as the previous estate was that of the life tenant herself, and not an estate in one of her brothers or sister. One of her brothers or sister must first be designated by the testator as the life tenant, in order that there may be other “brothers and sister.” To construe “ surviving ” as meaning “ other ” brothers and sister, in this case, would, therefore, impute to the testator not simply the intention to use a word which did not express the idea of survivorship, but the intention to substitute another word, which is, strictly speaking, inappropriate.

In fact, it seems clear in this case that, in order to treat the estates limited over after the death of either daughter without issue as vested in the testator’s other children from the time of the testator’s death, it will be necessary either to strike from the will altogether the word “surviving” or to adopt, in lieu of this word, not the word “ other,” but some form of words such as “ above named,” or “ said,” or their equivalent.

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Bluebook (online)
53 N.J. Eq. 608, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ashhurst-v-potter-njch-1895.