Cunningham's Devisees v. Cunningham's Heirs

57 Ky. 19
CourtCourt of Appeals of Kentucky
DecidedDecember 24, 1858
StatusPublished
Cited by2 cases

This text of 57 Ky. 19 (Cunningham's Devisees v. Cunningham's Heirs) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cunningham's Devisees v. Cunningham's Heirs, 57 Ky. 19 (Ky. Ct. App. 1858).

Opinion

Judge Simpson

delivered the opinion of the court.

As the wife of the testator died in his lifetime, and the devise to her thereby lapsed, not being embraced by the act of 1839, (3 Statute Laws, 400,) which applies only to children and grand children, the question presented under the will is, whether the personal estate included in the devise to her shall pass under the residuary clause contained in the will, or shall pass as in case of intestacy ?

In order to determine this question it will be necessary to decide, whether the construction and legal effect of the will are to be governed by the Revised Statutes, or by the pre-existing law.

The will is dated in February, 1-851, and the testator died in 1853. It was made before the Revised Statutes took effect, and by the 26th section of the chapter on wills, page 697, it is expressly declared, that the preceding sections of that chapter shall not extend to any will made before the chapter takes effect, but the validity and effect of such will shall be determined by the laws previously in force.

The 20th section of that chapter is the one relied upon to sustain the position, that the estate devised to the testator’s wife is not included in the residuary devise, but passed as in- case of intestacy. And it is contended that this section has no operation on the validity and effect of a will, but only on its construction-, and is not therefore embraced by the provision contained in the 26th section.

It is sufficient answer to this argument to- say, that the effect of a will must, in a great measure, depend on its construction, and therefore that any law which changes a rule of construction, that applies to and governs any of its provisions,, does, to that extent, determine the legal effect of the will. The object and design of the 20th- section-, however, was not merely to fix a rule of construction, but it was to [21]*21alter the legal effect of a residuary devise, so that where a legacy should lapse it should not- belong, as heretofore, to the general residuary devisee, but should pass as in case of intestacy.

3. Before the Rev. Stat. took effect, the residuary legatee was entitled to whatever personal estate (editor as to real estate) might fall into the residue by lapse, invalid disposition, or other accident. Williams on Executors, vol. 2, 1250; Kent's Com. vol. 4, 541 side page; Jar-man on Wills, vol. 1,304¡note 1, page 520; Cambridge vs. Rouse, 8 Ves. 25. For the reason, see Williams on Executors, vol. 2, page 1250»

We are therefore clearly of opinion, that the construction and legal effect of this will must be determined, not by the Revised Statutes, but by the preexisting law.

The rule under that law, was that the general residuary legatee was entitled, in that character, to whatever personal estate (for it was otherwise as to real estate,) might fall into the residue after the making of the will by lapse, invalid disposition, or other accident. Williams on Executors, 2 vol., 1250; Kents Com., 4 vol., 541, side page ; Jarman on Wills, 1 vol., 304, note 1, and page 520.

Various reasons were assigned for the adoption of this rule, the most satisfactory of which seems to be the one mentioned by Williams on Executors, 2 vol., page 1250, viz: “ That the residuary clause is under- ‘ stood to be intended to embrace every thing not ‘ otherwise effectually given, because the testator is 1 supposed to take the particular legacy away from the ‘ residuary legatee only for the sake of the particular legatee; so that, upon failure of the particular ‘ intent, the court gives effect to the general intent.”

But whatever may have been the foundation of this rule, it was undoubtedly well settled and firmly established, and seems to have been invariably recognized and adhered to for a long period of time, unless a different intention was manifested by the testator.

It is however contended, that the residuary clause in the will under consideration, is not a general but a special residuary devise, and the words “not otherwise disposed of in this will,” are relied on as having the effect of restricting the devise to a particular residue. The proposition contended for is, that the words refered to render the residuary devise specific in its terms, and confine its operation to that part of [22]*22the testator’s estate not before expressed to be given by the will.

4. A residuary bequest of personal estate,before the Rev. Statutes took effect, carried not only every thing not disposed of, but everything that in the event turns out not to be disposed of. Cambridge vs. Bouse, 8 Ves. 35; Taylor vs.Lucas, 4 Hawks 215; Davis vs. King, 2 Ird. oh. 203; Vick vs. McDaniel, 3 How. Miss. 337. Very special words are necessary to change the operation of this rule. Bland vs. Lamb, 2 Jad. ¿j' Walk. 406,

But do these words express any other intention than that which is necessarily implied in every residuary devise or bequest ? No matter how general the language of the residuary devise may be, the testator only intends it to operate on that part of his estate not otherwise disposed of in his will. If, after making several devises and bequests, he devises all the residue of his estate, without any allusion whatever to the previous part of his will, does he not mean, that only his estate, not otherwise disposed of in his will, shall pass to the residuary devisee, and is not this meaning as clear and unquestionable as if it had been expressly stated ? There does not seem to be any substantial difference between a residuary devise, with or without the words used in this instance by the testator.

In the case of Cambrige vs. Rouse, 8 Ves. 25, Sir William Grant said: “It had been long settled that ‘ a residuary bequest of personal estate, carries, not ‘ only every thing not disposed of, but every thing ' that, in the event, turns out not to be disposed of.” Such was also decided to be the meaning and operation of this rule in the cases of Taylor vs. Lucas, 4 Hawks, 215; Davis vs. King, 2 Ird. Ch. 203; and Vick vs. McDaniel, 3 How Miss. 337.

In this case, therefore, the language used in the residuary devise must be construed with reference to this well established doctrine on the subject, and be regarded as embracing, by its terms, not only every thing “ not otherwise disposed of in the will,” but also every thing which turns out not to be otherwise disposed of by it. The testator no doubt supposed, when he made the residuary devise, that all the previous devises would take effect, and therefore he used the language he did. If, however, that language had been omitted, his expectation that the disposition he had made of that part of his estate, embraced by the previous devises, would be effectual, and his inten[23]*23tion to pass to the residuary devisee the balance of his estate only, would be just as manifest. We do not, therefore, deem the words relied upon sufficient to take the residuary devise in question out of the operation of the general rule. It was said by the court, in the case of Bland vs. Lamb; 2 Jac. and Walk., 406, that very special words were required to produce such an effect.

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57 Ky. 19, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cunninghams-devisees-v-cunninghams-heirs-kyctapp-1858.