Barrett v. Egbertson

111 A. 326, 92 N.J. Eq. 118, 7 Stock. 118, 1920 N.J. Ch. LEXIS 31
CourtNew Jersey Court of Chancery
DecidedAugust 15, 1920
StatusPublished
Cited by5 cases

This text of 111 A. 326 (Barrett v. Egbertson) 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
Barrett v. Egbertson, 111 A. 326, 92 N.J. Eq. 118, 7 Stock. 118, 1920 N.J. Ch. LEXIS 31 (N.J. Ct. App. 1920).

Opinion

Backes, Y. C.

Abram Speer died September 19th, 1903, testate, leaving his estate in trust for his widow for life, and then provided in his will—

'‘3.—On the death of my said wife, I direct my surviving executor and trustee, to pay over, distribute or convey all the remainder of my estate, to such person or persons then living, as shall at that time, that is, at the time of the death of my said wife, be my next or nearest of kin on my father’s side; and if there shall be mo're than one of such next of kin then living, then the remainder of my estate shall be divided, distributed or conveyed to them in equal shares.”

The widow died August 20th, 1918. At that time the testator’s nearest of kin on his father’s side were children of deceased first cousins-. More remotely connected- were grandchildren and great grandchildren of other deceased first cousins. The first named claim the estate to the exclusion of the kin further removed, and the surviving executor and trustee under the will, being uncertain as to among whom to make the distribution, asks the advice of the court.

The principal question argued was the meaning to be given to the words “next or nearest of kin.” The grandchildren and great grandchildren of deceased’s first cousins contend that “next or nearest of kin” is to be construed as meaning those who take under the statute of distribution and not the class nearest in blood.

The rule they invoke is, that if a testator employs terms of technical significance they will be construed as having been used in a technical sense, if the will is otherwise silent as to the intent. This wholly artificial and arbitrary rule rests upon the notion that the testator knew their technical meaning, and used them accordingly, albeit, he was as ignorant of it as at birth. The rule is invoked for convenience, and of necessity, and only when [120]*120the subject falls inevitably within the scope of its operation, which is at all times narrow.

The eases cited in the briefs (Welsh v. Crater, 32 N. J. Eq. 177; Fisk v. Fisk, 60 N. J. Eq. 195; Trenton Trust Company v. Donnelly, 65 N. J. Eq. 119; Meeker v. Forbes, 84 N. J. Eq. 271; Albright v. Van Voorhis, 104 Atl. Rep. 27; Leavitt v, Dunn (an insurance policy), 56 N. J. Law 309) are not illustrative of the rule. They hold, as it is uniformly held, that when a testator or settlor limits his personal estate to his heirs-at-law, the persons who take under the statutes of distribution are denominated. In the last-cited case Mr. Justice Dixon pointed out the reason: “In the opinions delivered in these cases, the phrase

‘next of kin’ is frequently used by the judges as their synonym for the word ‘heirs’ in the disposition of personal property, but what they mean by the phrase is not merely the nearest kinsmen, but the distributees under the statute, including both the widow and those who, by the statute, ma3r represent deceased kinsmen. This appears from the language of the learned chancellor in the earliest and the latest of .these decisions, that ‘the next of kin are entitled to claim under such description [heirs] as the persons appointed by law to succeed to the personal property/ thus basing their title not on kinship. but on the statute.”

A gift to “next of kin,” simpliciter, has not received judicial consideration by the courts of this state. In England, after a long struggle, it was finally decided in favor of the civil law acceptation, its against the definition of the statute of distribution, that “next of kin” means the class, nearest in blood. Elmsley v. Young, 2 Myl. & K. 780; Withy v. Mangles, 10 Cl. & F. 215. In this country, Massachusetts, in Swasey v. Jaques, 144 Mass. 135; Fargo v. Miller, 150 Mass. 225; Keniston v. Mayhew, 169 Mass. 166; Leonard v. Haworth, 171 Mass. 496; North Carolina, in Jones v. Oliver, 38 N. C. 369; Simmons v. Gooding, 40 N. C. 382; Harrison v. Ward, 58 N. C. 236; Redmond v. Burrough, 63 N. C. 242; Michigan, in Clark v. Mack, 161 Mich. 545; 126 N. W. Rep. 632; Missouri, in Smith v. Egan, 258 Mo. 569; 167 S. W. Rep. 971; New Hampshire, in Galloway v. Babb, 77 N. H. 259; Maryland, in Graham v. Whitridge, 99 Md. 248, 289, follow the English rule of construction. In New York, in [121]*121an able opinion by Sutherland, J., in the supreme court (Slosson v. Lynch, 43 Barb. 147), the English doctrine and authorities are vigorously criticised and rejected in favor of the view that “next of kin” has acquired a fixed legal meaning, born of the statute, and when used without more, means “next of kin” as therein defined. The case has been cited with approval by the court of appeals. Murdock v. Ward, 67 N. Y. 387; Luce v. Dunham, 69 N. Y. 36; Tillman v. Davis, 95 N. Y. 17; New York Life Insurance Co. v. Hoyt, 161 N. Y. 1.

Were I called upon, in the case at hand, for an opinion upon this sharp point, I would be troubled to accept the New York doctrine, for the primary conception of “next of kin” is the class nearest of blood, and such is the language of the statute, “to the next of ldn in equal degree,” following the rule of the civil law, which it modifies by letting into the distribution a remoter degree, not, however, advancing that degree. And to impute to a testator an intention to import into the class of nearest in blood others who are not, without something in the will indicating that intent, would be to write, not to construe, the will. Duffy v. Hargan, 62 N. J. Eq. 97. A bequest to “my next of kin, according to the laws of New Jersey,” is an illustration of such intention. The North Carolina and Michigan cases argue along this line with impressionable force.

The que=tion, however, is not present for decision. The bequest, it will be observed, is to the next or nearest of kin of the testator on his father’s side. It is more restricted in its operation. than the statute, which includes as. well the next of kin on the mother’s side, and therefore does not carry the idea, that the next of kin in the sense of the statute were intended, the foundation of the rule of construction adopted by the New York courts. To state it in another way, it will not be presumed that the words “next of kin” were used in the technical sense of the statute unless tire context permits full play to the statutory method of distribution.

Then, again, the testator did not express his intention in the language of the statute. He gave the remainder of his estate to his “next or nearest of kin on my father’s side.” He evidently used “next or nearest” in the popular sense and synonymously; [122]*122“next,” to denote those nearest in place, nearest in degree, rank or relation, and, as if to emphasize his meaning, he added the definitive “nearest,” as used in common parlance. If he had meant next of kin ad infirnkm, in degree, as distinguished from those nearest in degree, why subjoin “nearest?” In construing the will, effect must be given to every word of intendment and in giving “nearest” signification, I cannot find in the expression “next or nearest of kin” any other meaning than the class nearest in blood to the testator at the death of his widow. That he meant the nearest kinsmen finds support in the geneological situation at the time the will was executed.

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Bluebook (online)
111 A. 326, 92 N.J. Eq. 118, 7 Stock. 118, 1920 N.J. Ch. LEXIS 31, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barrett-v-egbertson-njch-1920.