De Bree Higgins v. Safe Deposit & Trust Co.

96 A. 322, 127 Md. 171, 1915 Md. LEXIS 23
CourtCourt of Appeals of Maryland
DecidedDecember 4, 1915
StatusPublished
Cited by5 cases

This text of 96 A. 322 (De Bree Higgins v. Safe Deposit & Trust Co.) is published on Counsel Stack Legal Research, covering Court of Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
De Bree Higgins v. Safe Deposit & Trust Co., 96 A. 322, 127 Md. 171, 1915 Md. LEXIS 23 (Md. 1915).

Opinion

Stockbridge, J.,

delivered the opinion of the Court.

In the construction of any will but little help is to be obtained from adjudicated cases. There are certain general principles and rales of construction which the cases lay down, and these are in entire harmony in all jurisdictions. But the difficulty arises in the application of those principles, to *173 any given will, by reason of slight variations of phraseology in a particular case, or in the nature of the relationship of the testator to his legatees or devisees. The clause which this Court is called upon to construe in the present case is found in the will of Oliveira Andrews, and reads as follows:

“I bequeath to Mrs. Emilie Major, two hundred dollars, and five hundred dollars a year during her life for which I intrust to my sister five thousand dollars in securities, the interest of which will in part pay the annuity, and she may make up the deficiency out of the principal which in this way should last her life, and at her death the remainder may be divided equally among the legatees in Norfolk, Baillios, Waltons, Brookes and Higgins.”

It is alleged in the bill, admitted in the answer, and sustained by the proof, that there were living in Norfolk and named in Mr. Andrews’ will, seven second cousins, one by the name of Baillio^ one by the name of Walton, one by the name of Brooke and four by the name of Higgins. The life estate created by the clause quoted had terminated during the lifetime of the testator, and his sister is also dead. The question now is as to the distribution of the $5,000 among the remaindermen.

The appellees claim that under the language of the first clause, the distribution of this fund should be made by families, and that such a division would result in a division of the $5,000 into four parts, of which the four persons bearing the name of Higgins would be entitled to but a single part.

The clause relied upon to sustain that contention is as follows:

“I appoint the Safe Deposit and Trust Company of South street, Baltimore, as my executors; I give, grant and devise to my sister, Eliza Andrews, my interest in the realty in Norfolk, Virginia, owned by us in common, intrusting her to distribute the rents coming from that property between the families of our cousins, Mrs. Sallie Baillio, Mrs. Mary Walton and Mrs. *174 Tucker Brooke, deducting two hundred and 'fifty dollars to be paid during her life to Mrs. Emilie Major, our cousin, during ber life, and at ber death to be paid to the legatees before mentioned. The rents coming from the house on the north side of Main street to Mrs. Baillio, the rent of the lot on Water street, to Mrs. Mary Walton, and that from the house on the south side of Main street, to Mrs. Tucker Brooke. She may use her discretion in dividing this money, however, between these families to her judgment of their respective needs, and may if she thinks proper give a portion of twenty per cent of it to Miss Mary Debree Higgins, and to her sister, Miss Margaret Higgins. She may dispose by will of this property between these families as she may think best.”

The Circuit Court No. 2 of Baltimore City adopted the view of the appellees and entered a decree accordingly. The terms of the decree were erroneous, if for no other reason, because in a practically unbroken line of decisions it is held that the use of the word “family” means parents and children, whether living together or not (Cosgrove v. Cosgrove, 69 Conn. 416), and therefore if the contention of the appellees is correct, and a distribution is to be made by families, the children of Mrs. Walton and Mrs. Brooke should share per capita in the distribution, as well as the mothers.

'On the other hand, the position of the appellants is that the first clause above quoted contemplated a division between individuals and not families, and that, therefore, the $5,000 should be divided into' sevenths, one-seventh to pass to the proper representatives of Mrs. Baillio, who has died since the death of the testator, one to Mrs. Walton, one to Mrs. Brooke and one to each of the following, Mary de Bree Higgins, Margaret Taylor Higgins, Edward Higgins and John de Bree Higgins.

The roles for the construction of wills are laid down in both the text writers and the adjudicated cases. So far as is necessary to consider them in this case, the law is well ex *175 pressed, in the case of Feltman v. Butts, &c., 71 Ky. 115, where it is said: “In cases in which technical rules have been applied to- particular expressions, if we are satisfied after an examination of the instrument that those technical rules will not carry out but defeat the intention of the author, the technical rules must yield to the intention and such a construction must be given as will effectuate it.”

And where there are possible conflicts growing out of the phraseology of a will, the rule was laid down in Hemsley v. Hollingsworth, 119 Md. 431, by Judge Boyd., following the cases of Taylor v. Watson, 35 Md. 519 and Pue v. Pue, 1 Md. Ch. 382, in these words: “The general rule in the construction of wills is that where there is a general and particular intent apparent upon the face, the general intent although first expressed shall control and overrule the particular, if there is a conflict between them.” And this is in entire consonance with the decisions in Abell v. Abell, 75 Md. 57; Robinson v. Bonaparte, 102 Md. 71; and Gordon v. Smith, 103 Md. 315.

In Corrigan v. Kiernan, 1 Bradf. Sur. Rpts. (N. Y.) 208, it is stated in these terms: “It is a sound principle of construction that a clearly manifested intention in any part of a will ought not to give place to a doubtful provision or ambiguous meaning. An express and positive devise cannot be controlled by subsequent words of uncertain import; the latter prevailing only when they are absolutely irreconeilible with the former.”

This doctrine is adopted by Mr. Redfield in his work on “Wills,” Vol. 1, 3rd Ed., p. 434, where he gives as the fourth of the general rules applicable to the construction of wills: “A clearly expressed intention in one portion of a will is not to yield to a doubtful construction in any other portion of the instrument.”

With these rules in mind, how is the will of Mr. Andrews in the present case to be construed ?

In the first clause of his will he devises the rents to be derived from three houses in Norfolk to be distributed “be *176 tween the families of our cousins Mrs. S'allie Baillio, Mrs. Mary Walton and Mrs. Tucker Brooke” after certain deductions have been made therefrom. Notwithstanding this phraseology it was apparently his intention that the net rents so given should be paid, not to the families of these three ladies, but to the ladies themselves, and this is then further limited by vesting in his sister a discretionary power to give 20% of the rents to Mary de Bree Higgins and Margaret Higgins.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Ridgley v. Saul
D. Alaska, 2020
Brady v. Noel
499 P.2d 1072 (Supreme Court of Kansas, 1972)
Millstein v. Yost
79 A.2d 149 (Court of Appeals of Maryland, 1951)
Craig v. Hegeler Local Union No. 209
80 N.E.2d 377 (Appellate Court of Illinois, 1948)
In re McFarland
49 F.2d 342 (W.D. Washington, 1930)

Cite This Page — Counsel Stack

Bluebook (online)
96 A. 322, 127 Md. 171, 1915 Md. LEXIS 23, Counsel Stack Legal Research, https://law.counselstack.com/opinion/de-bree-higgins-v-safe-deposit-trust-co-md-1915.