Barry v. Austin

105 A. 806, 118 Me. 51, 1919 Me. LEXIS 18
CourtSupreme Judicial Court of Maine
DecidedMarch 7, 1919
StatusPublished
Cited by6 cases

This text of 105 A. 806 (Barry v. Austin) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Barry v. Austin, 105 A. 806, 118 Me. 51, 1919 Me. LEXIS 18 (Me. 1919).

Opinion

Cornish, C. J.

This court is asked to construe the- Will of Virginia D. Austin, late of Lamoine, in the County of Hancock. The will is brief. The first clause directs the payment of debts and funeral charges. Clauses numbered two and four (there is no clause three) which give rise to the controverted questions, are as follows:

[53]*53“2nd. I give, bequeath and devise to my beloved husband, William B. Austin all the rest, residue and remainder of my estate real and personal and mixed, wherever found and however situated, and to have full power to sell any or all of my estates and to convey the same for his own use.”
“4th. At the decease of my husband, William B. Austin, any of my estates are left real or personal after paying his funeral charges and erecting a suitable set of grave stones or monument at his grave I give, bequeath and devise to my cousins Lavinia Barry, Lottie Fordney, Daisy Fordney or their heirs the rest residue of my estate real and personal and mixed, wherever found and however situated, and I do hereby appoint my said husband William B. Austin sole executor of this my last will and testament hereby revoking all former wills by me made and it is my wish that said William B. Austin give no bonds.”

This will was dated December 31, 1894, and Mrs. Austin died on February 25, 1910.

The precise question to be determined is the nature of the estate devised to the husband; was it a life estate with qualified power of disposal and a valid limitation over, as claimed by the plaintiffs, the residuary devisees, who are cousins of the testatrix, or was it an absolute estate in fee simple in the husband, and was the attempted limitation over void for repugnancy, as claimed by the defendant, who is the second wife of Mr. Austin and the sole devisee and legatee under his will?

As always in this class of cases, two fundamental questions arise:

First, what was the real intention of the testatrix as gathered from the entire instrument, viewed in the light of existing circumstances?

Second, is that real intention so expressed in the will that it can be effectuated or is the expressed intention so far in conflict with some positive rule of law that it cannot be carried into execution?

The former might perhaps be called the actual intention, the latter the judicial intention; and the latter is not to be substituted for the former unless the court feels itself compelled so to do by canons of interpretation so firmly established as to have become fixed rules of law governing the transfer of property. In such a case the observance of the settled legal rule, although it may defeat the actual intention of the testator, “is deemed indispensable to the required [54]*54certainty and security in establishing titles to property and especially in the disposition of landed estates.” Bradley v. Warren, 104 Maine, 423-427. On the other hand such a rule, if it clearly overrides the real purpose of the testator, is to be applied cautiously, and is not to be forced. Hopkins v. Keazer, 89 Maine, 347-353; Holcomb v. Parker, 106 Maine, 17, 19.

1. Actual INTention.'

Of the actual intention in the mind of the testatrix when this will was drawn and executed there can be little doubt. She desired and intended to provide for her husband’s comfort in the most ample and generous manner, but not to give him an absolute title. The will itself shows this when we consider all its parts. The first clause of the gift is: “I give, bequeath and devise to my beloved husband William B. Austin all the rest, residue and remainder of my estate, real, personal and mixed, wherever found and however situated.” So far she does not say whether the gift is in fee or for life, and had the devise stopped there, with no accompanying words to qualify or explain it, it is undoubtedly true that under our statute, It. S., Chap. 79, Sec. 16, the legal effect would have been to give the husband a fee in the realty and an absolute estate in the personal property. But the testatrix did not stop there. She annexed to it as a part of the same sentence these significant words, “to have full power to sell any or all of my estates and to convey the same for his own use.” These qualifying words essentially modify the preceding sentence,, and taking all the words together as forming one sentence, it is obvious that she did not intend to give her husband an absolute estate but an estate for his life, the limit beyond which his earthly happiness could not reach, with power during life to sell and convey the estate for his own use. While therefore the technical words “fife estate,” or “estate for fife” are not expressly used, yet the limitation of the power of disposition to a sale and conveyance “for his own use” expresses the same idea in untechnical language. The words are there in another form. In essence the expressions are equivalent.

This implication is confirmed when we consider the next clause in which she gives in fee by apt words any residuum that may be left at the decease of her husband to her three cousins or their heirs, subject to the payment of his funeral charges and the erection of a suitable monument. Had the testatrix intended to give an abso[55]*55lute title in fee to her husband there was no occasion for item four, because there would be no remainder to be disposed of, nor would there be any necessity of her imposing a charge upon the property for the payment of the husband’s funeral expenses and monument. If Ms title to the property were absolute those expenses would necessarily be paid out of it. But it would be his property that would pay them and not hers. When she imposed tMs charge it could be on no other theory than that it was still in a sense her estate, which was passing along to the objects of her bounty, and that after the cessation of the life estate in the husband, the remainder should belong to the next takers, the cousins or their heirs] subject to these expenses.

It is also to be noted that in clause two, the devise to the husband does not mention heirs, while the devise to the cousins specifies heirs. True, the omission of that word does not conclusively affect the nature of the devised estate, under R. S., Chap. 79, Sec. 16, which provides that “a devise of land conveys all the estate of the devisor therein, unless it appears by the will that he intended to convey a less estate,” but its exclusion in the clause giving an estate to the husband and its inclusion in the clause giving the residue to the cousins are significant, and throw some-light, as a matter of fact and of evidence, upon the real intention in the mind of the testatrix and the distinction wMch she sought to create between the quantity of the two estates devised.

When we consider the circumstances and the relations of the parties the same result is reached. Mrs. Austin’s first concern was for her husband and she desired to provide generously for him. They had no children who might share in the estate, and she therefore desired him to receive the full personal benefit of the entire property during Ms lifetime. At Ms death however she naturally wished the remaining property, if any, to go to her heirs and not to Ms, nor to a second wife.

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Bluebook (online)
105 A. 806, 118 Me. 51, 1919 Me. LEXIS 18, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barry-v-austin-me-1919.