Beardsley v. Wright

103 A. 809, 89 N.J. Eq. 58, 4 Stock. 58, 1918 N.J. Ch. LEXIS 68
CourtNew Jersey Court of Chancery
DecidedApril 2, 1918
StatusPublished
Cited by3 cases

This text of 103 A. 809 (Beardsley v. Wright) 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
Beardsley v. Wright, 103 A. 809, 89 N.J. Eq. 58, 4 Stock. 58, 1918 N.J. Ch. LEXIS 68 (N.J. Ct. App. 1918).

Opinion

Lewis, V. C.

Testator gives a legacy of $50,000 to a brother who predeceases the testator, leaving a widow and two children his sole descendants, all three of which last-mentioned persons survive the testator. There is a residuary clause in the usual form in favor of testator’s children.

Query. Does the widow take any share of the legacy, or does a share pass under the residuary clause, or do the children of the brother, the legatee, take the whole amount ($50,000) ?

1. The solution of the problem involves a construction of section 22 of our act concerning wills. 4- Oomp. Stat. p. 5866. This statute deals with and provides for the following situation:

(1) - There is a devisee or legatee who is either a descendant of the.testator or a brother or sister of the testator, or a descendant of such brother or sister of the testator.

(2) The statute only applies where we have a devisee or legatee who comes within one or the other of the three classes enumerated above.

(3) Devisee or legatee must predecease the testator.

(4) The devisee or legatee must leave “a child or children, or one or more descendants of a child or children who shall survive” the testator.

It is worth while to note that the original statute saving devises, &c., from lapse was passed in. 1824. Elm. Dig. 601 § 32; Rev. Stat. 1847 p. 369 § 22. This act did not extend to brothers or sisters or descendants of brothers or sisters of the testator. Devises or legacies to these collaterals still lapsed if the devisee or legatee predeceased the testator. Our present statute which extends protection against lapsing to the cases where the devisee or legatee is the brother or sister, or descendant of a brother or [60]*60sister of the testator, was enacted in 1887. P. L. 1887 p. 63 ch. 47.

2. The widow takes no interest whatever. The reasons which compel a construction of the statute so as to exclude the widow are, in my judgment, plain and cogent.

(1) In the first place, the widow is not named. The takers under this statute, i. the descendants of the legatee, who predeceased the testator, take their' shares solely by force of the statute.

(2) This statute, like the one providing for afterborn children, is based -upon a presumed intention of the testator. If a man leaves each of his two sons $50,000, and one son dies leaving children before the testator can make a new will, the statute comes in and recognizes a presumption that the testator, if his attention had been called to the matter and he had had the opportunity, would not have allowed his grandchildren to be unprovided for. There is no such presumed intention in the case of a son’s widow or a brother’s widow. These widows are not of the blood of the testator. They may remarry and have other children.

(3) It seems to me to be a fatal objection to the widow’s claim that if-the legatee leaves no descendant, but leaves a widow, the statute does not apply and a lapse occurs and the widow gets nothing. To give the widow a share in case the legatee left a child or children, while she taires nothing in case there was no child of the legatee, seems to me to make the statute almost absurd. Whether the widow takes a share or not depends upon an accident. Why should the statute establish a presumption that a testator desired a legacy to his brother to go in part to his brother’s widow, if the brother had a child or children, but entertained no such desire in case there was no child.

(4) To emphasize the last point let us consider that the descendants of the brother whose existence prevents the lapse, may. not be children of the widow but children of the legatee’s former wife.

(5) It must be borne in mind that this statute preventing lapse in certain cases applies equally to a devise and a legacy. Let us suppose the testator devises valuable improved lands [61]*61which have large rentals to the brother who predeceased him leaving a widow and children by that widow or by a former wife. Is it possible that by implication an estate of dower can be vested in this widow? Is not the mere statement of this question its complete answer?

(6) Last of all, the statute expressly says that the estate so devised or bequeathed shall vest in such child or children, &c. It is not a part of the estate but the whole of it which is to vest in the children. This point, however, can more satisfactorily be considered a little later.

(7) My conclusion is that to give a widow a share of the legacy or an estate of dower in the devised land by implication would be a violent wrenching of the words and the spirit of this statute.

Lord Halsbury has sharply criticised the tendency of some courts to read into a will provisions which the court thinks the testator would have inserted if his attention had been called to the matter. Statutes, like the one we are considering, illustrate a correct and altogether justifiable juridical process. The difference in respect of this matter between the court’s action in inserting provisions in a will, and the action of the legislature in making a law governing the devolution of property, is too plain to call for discussion.

3. No part of the legacy can go to the residuary legatee. Nor, we may add, in the absence of a residuary clause could any part of it go as in case of intestacy. The following are the reasons which support this view:

(1) Such a construction malees a lapse and nullifies the express words of the statute. The statute, as quoted above, is absolute and positive that in the situation with which the statute deals, “such devise or legacy to such person,” &c., shall not lapse. Lapsed devises and legacies, of course, go under the residuary clause. The only way the residuary legatee can get any interest in the legacy or devise of land is by a lapse.

(2) ’ lYe again note that it is the whole estate so devised or bequeathed which the statute says shall vest in the descendants of the devisee or legatee who had the misfortune to predecease the testator.

[62]*62(3) The consideration of the case of a devise of land, I think, will show that a violent stretching of the meaning of words,' and what an extension of a law by implication are necessary to pass any interest under a residuary clause.

The widow, we have seen, gets no dower. The children, however, upon the theory which we are considering, only take the devised land subject to a life estate which is exactly equivalent to the widow’s dower. This life estate created somehow — a sort of left over or undisposed of part of the land devised — is supposed to go under the residuary olause. This is a clear case of lapse. The residuary devisee cannot possibly get this life estate in the land on any theory but that of lapse. This life estate was a part of the devise to the brother.

4. In my opinion, the whole of the legacy, or of the devise, as the case may be, is saved from lapse by the express terms of the statute and is vested in the descendants of the devisee or legatee.

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Bluebook (online)
103 A. 809, 89 N.J. Eq. 58, 4 Stock. 58, 1918 N.J. Ch. LEXIS 68, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beardsley-v-wright-njch-1918.