Burton v. Masten

158 A. 136, 18 Del. Ch. 242, 1931 Del. Ch. LEXIS 75
CourtCourt of Chancery of Delaware
DecidedDecember 31, 1931
StatusPublished
Cited by8 cases

This text of 158 A. 136 (Burton v. Masten) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Burton v. Masten, 158 A. 136, 18 Del. Ch. 242, 1931 Del. Ch. LEXIS 75 (Del. Ct. App. 1931).

Opinion

The Chancellor:

The Hasten heirs claim the right to be paid the one-fifth share of the residue which their mother would have received if she had survived the testator. This is upon the theory that they stand in her place, not because of any statutory provision (Section 3389, Revised Code 1915, applies only to wills of persons dying after March 15, 1909), but because of the language of the will and codicil; or, if not, the share of their mother, being in the residue, was undisposed of and devolves as upon intestacy, in which event they, as heirs of the testator, are entitled to receive one-fifth thereof. In other words, they claim first that they are entitled to one-fifth of the residuary sum in hand, or, in the event that their claim is not sustained to that extent, they are entitled at least to a fifth of the fifth. The other parties in interest deny the right of the Hasten heirs to any portion of the residue.

This will and codicil were before this court on two other occasions—once in 1894 and again in 1901. The testator died seised in fee of certain lands which he held in common with another. After his death his co-tenant instituted partition proceedings in the Court of Chancery in Kent County in 1894 and in Sussex County in 1901. Sales were ordered and the shares of the parties entitled to the moiety of proceeds under the Burton will and codicil were fixed and decreed. The partition proceedings show that not only were the will and codicil set out in the petitions, but also the facts as to the survivancy of the testator’s three [245]*245brothers and one sister, and the death during the lifetime of the testator of his sister, Mrs. Hasten, leaving her four children as her only heirs, who survived the testator. In the Kent County cause the Chancellor entered a decree fixing the shares and awarding the proceeds of the Burton moiety to the three living brothers and the one living sister, to the exclusion of the children of Mrs. Hasten. In the Sussex County cause, which was before a different Chancellor, the same sort of decree was entered.

The heirs of Mrs. Hasten, however, were not made parties in those partition causes. Neither did they appear. One of them was in fact a minor. Their solicitors contend that the decrees entered in their absence as parties are not binding upon them. This is of course true. The solicitors for the other parties do not refer to the partition decrees as rendering the question of the rights of the Hasten heirs res adjudicata. What they do say with respect to the decrees is that it must be assumed that before the Chancellors entered them they must have been of the opinion that the heirs of Mrs. Hasten took nothing under the will and codicil, and that this court, if it does not regard the decrees before made as putting the question at rest, should hesitate greatly before rejecting the decisional implications inhering in the decrees and thereby overruling what is tantamount to two prior decisions of this court upon the precise question here at issue. It is further suggested that, while there were no adversary interests represented in the partition cause, yet the solicitors appearing therein were four of the most eminent members of the bar whose learning and ability are everywhere conceded to be of the highest order, and that therefore the decrees are not only to be presumed as expressive of the opinions of the Chancellors, but as well of the able and upright solicitors who aided in their framing.

The solicitors for the Hastens are so earnest, however, in their insistence that the decrees referred to are erroneous, notwithstanding the eminence of the Chancellors who [246]*246entered them and the deserved repute of the solicitors who participated in their framing, that I have undertaken to make a careful examination of the briefs and authorities therein cited to satisfy myself upon whether this court should now in effect overrule the prior decisions which inhere in the decrees entered in the partition causes.

The first proposition upon which the solicitors for the Hastens rely is that the will and codicil evidence an intent that the heirs of a brother or sister who predeceased the testator should take the share which their ancestor if living would have taken. The language of the will was “to my brothers and sisters (naming four of the five), to them, their heirs and assigns forever.” Had there been no codicil, this language, in the event of the death of a brother or sister in the lifetime of the testator, would undoubtedly result in a lapsing of the deceased one’s share. It being a share in the residue of personalty, the lapsed residuary legacy would be treated as intestate property and accordingly go to the testator’s next of kin. Lodge, Ex’r., v. Grubb, et al., 15 Del. Ch. 105, 132 A. 142. If this principle be applicable, then under the will- (disregarding for the moment the codicil) the children of Hrs. Hasten would not take her share. The most they would take would be one-fifth of her share as next of kin of the testator, their uncle.

But it is contended in their behalf that the phrase “to them, their heirs and assigns forever” indicates an intent on the part of the testator that in the case of the death of any one of the brothers or sisters, the heirs of the decedent should be substituted, and that therefore the children of Hrs. Hasten, so far as the will is concerned, should take not one-fifth of her share but all of it. This contention attaches an erroneous significance to the word “heirs.” That word was used not alone with respect to the personal property bequeathed in the residuary clause, with which the instant case is concerned; it was used also with respect to real estate. It was used as a word designating the quantity of interest devised and bequeathed. As applied to personalty it [247]*247is not of course a word of art, but it is one frequently met with in connection with personalty especially when both real and personal property are disposed of in one clause. To hold as is contended for by the solicitors for the Hastens, would require that the word “heirs” when used in the will should be taken as a word of purchase. I do not think it is to be so taken. It is a word of limitation. It has been held that a gift to “A. or his heirs” or to “A. or his executors and administrators” will not lapse upon the death of “A.” before the testator. In such case the word “or” is taken td indicate an intent to substitute the heirs or executors if A. should not survive; and two courts have given the same interpretation to the expression “and heirs,” holding practically that “and” means “or.” Kerrigan v. Tabb, (N. J. Ch.) 39 A. 701.; Huntress v. Place, 137 Mass. 409. The New Jersey case cites no authority in support of its ruling. It is to be noted, however, that the Vice Chancellor who delivered the opinion observes that when the words “and his "executors” stands alone, little or no evidence is to be gleaned of a substitute intention—something further must appear in the testamentary language from which such an intention is to be deduced. In the Hassachusetts case the court dealt with a gift of a residue to “be equally divided among my brothers and sisters and their heirs.” At the time the will was made three brothers and only one sister were living, one sister having died leaving issue. The court, after pronouncing the question of construction a difficult one “inclined to the view” and held, that in the phrase “and their heirs” the word “heirs” was to be taken as a word of purchase and not of limitation and that therefore the issue of the deceased sister participated in the gift.

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Cite This Page — Counsel Stack

Bluebook (online)
158 A. 136, 18 Del. Ch. 242, 1931 Del. Ch. LEXIS 75, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burton-v-masten-delch-1931.