Dennis v. Holsapple

46 L.R.A. 168, 47 N.E. 631, 148 Ind. 297, 1897 Ind. LEXIS 209
CourtIndiana Supreme Court
DecidedSeptember 16, 1897
DocketNo. 18,299
StatusPublished
Cited by20 cases

This text of 46 L.R.A. 168 (Dennis v. Holsapple) is published on Counsel Stack Legal Research, covering Indiana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dennis v. Holsapple, 46 L.R.A. 168, 47 N.E. 631, 148 Ind. 297, 1897 Ind. LEXIS 209 (Ind. 1897).

Opinion

Jordan, J.

This was a proceeding in the lower court by the appellee, Ella Holsapple, to secure a construction of the last will of Emily J. Shull, deceased, and to obtain an order directing the appellant, the administrator, to turn over to the former certain property to which she claimed to be entitled as a devisee under the will in question. She prevailed in the action and obtained the relief demanded. Prior to the institution of this proceeding the will had been duly probated, and appellant appointed as administrator of the estate with the will annexed. The errors assigned are based upon the sufficiency of the complaint upon demurrer, and overruling appellant’s motion for a new trial. The will over which the controversy arose was duly executed by Emily J. Shull on April 9, 1889. and was probated in the circuit court of Washington county, Indiana, January 7,1896, in which county the testatrix resided and died. The will, omitting the attesting clause, is as follows:

“The following is the last will and testament of Emily J. Shull, of Salem, Indiana, to-wit: So far as my property which I leave, at my death is concerned, I declare the following to be my desire and will: 1. Any valid debts due from me at my death shall be paid. 2. I command that my funeral at my death shall be decent and rendered in a proper manner. 3. Also I direct my executor to erect at my grave a proper monument not to cost less than seventy-five dollars ($75.00). 4. Whoever shall take good care of me and maintain, nurse, clothe, and furnish me with proper medical treatment at my request, during the time of my life yet, when I shall need the same, shall have all of my property of every name, kind, and description left at my death. 5. The person, or persons, whom shall be selected by me to earn my estate, as provided in 4th clause, shall have a written statement signed by me [299]*299to that effect to entitle her, nim, or them to my es- i tate. 6. Samuel B. Voyles of Salem is nominated for ■ my executor of this will.”

On January 6,1895, the testatrix wrote and sent the following-letter to the appellee: “Well,Ella, I am sick; I want you to come and stay with me. I don’t think I can live many weeks; if you don’t come I will try and get some of Lina Clark’s to stay. If you don’t come ■ you will rue it. I have made my will, and whoever stays with me at my last hours gets everything I leave, except funeral expenses paid. I don’t want your father or the Shulls to have a cent of my earnings, and want you to have everything I have after my death and funeral expenses are paid. Don’t fail to come.”

This letter, together with the will, upon the trial, over appellant’s objections was admitted in evidence. There is no controversy over the- facts. Among other things it was admitted by the parties upon the trial, that appellee was the granddaughter of the testatrix and the person to whom the letter above set out was addressed. That she received the same and in response to the request therein, she came and remained with Mrs. Schull, waited upon, and took care of her until she died. The contention, substantially, of ap-’ pellant’s learned counsel is: (1) That the will is invalid for the reason that it does not name any devisee; (2) that the testatrix undertook by her pretended will to reserve to herself the right or power to name the beneficiary by the written statement mentioned in the will, and which was written after the execution thereof'. They further insist that the person to whom Mrs. Schull attempted to bequeath her estate is not made certain by the will, and that the latter does not furnish the means by which a devisee can be identified.

For any and all of these reasons they insist that, [300]*300under the law, the will is void and the court erred in admitting it and the letter in question in evidence, and in hearing evidence to identify appellee as the beneficiary under the will.

We concur with the contention of counsel for appellant, that a testator, under the law, is not authorized or invested with the power of reserving in his will the right to name or appoint a legatee or devisee bv- means of a written statement, or instrument of the character or kind as is the letter heretofore referred to and set out in this opinion. Neither are courts permitted to receive extrinsic evidence in order to add to, vary, or change the literal meaning of the terms of a will, or to give effect to what may be supposed or presumed to have been the unexpressed intention 'Of the testator. However, it is a well affirmed legal principle, that a will may be explained by such evidence — first, as to the person intended; second, the thing intended; third, the intention of the testator, as to each, when the employment of such evidence does not result in making more or less of the will than its terms import. Or, in other words, the law never opens the door to parol evidence in order to add to or take from -such instruments, but for the legitimate purpose only of applying their terms or provisions to the objects or subjects therein referred to, and' in order to reach a correct interpretation of such language or terms as are therein expressed. Grimes’ Executors v. Harmon, 35 Ind. 198, 9 Am. Rep. 690; Daugherty v. Rogers, 119 Ind. 251; Sturgis v. Work, 122 Ind. 131; Hartwig v. Schiefer, 147 Ind. 64.

Courts, however, in the main, entertain great respect for the will of those who are dead, and it is always their earnest desire to carry into effect the terms and provisions thereof, and it is only when the instrument violates, or is not in accord with the well settled [301]*301rules of law, or is utterly uncertain, that the carrying out of the disposition of the estate thereunder is denied. The authorities fully affirm the rule that it is not essentially necessary that the testator, in his will, name the legatee or devisee, in order to give effect to the bequest. It is sufficient, if he is so described therein as to be ascertained and identified. 1 Red-field on Wills, p. 274; see Schouler on Wills, sections 573, 584, 585, 586, 592, and 593; Beach on Wills, p. 148, section 83; Cheney v. Selman, 71 Ga. 384; Hart v. Maries, 4 Bradford’s Reports (N. Y.) 161; Stubbs v. Sargon, 2 Keen (Eng. Ch.) 255; 14 Eng. Ch. Reports, 507. Extrinsic evidence, however, in such cases does not create the devisee or legatee, but only serves to point out the person intended as such by the testator in his will.

In Hart v. Marks, supra, in course of the opinion, it is said: “Parol proof may always be used to apply the will — that is, to ascertain the person intended by the testator, by a description. * * * It is entirely competent to point out by proof the person who answers the description of a legatee, as contained in the will.” The will involved in the case of Stubbs v. Sargon, supra, devised certain freehold estates to trustees, the annual income of which was to be paid to the sister of the devisor, during the life of the former, and after her death to dispose of the estate to the partners ¿of the testatrix who should be in partnership with her at the time of her death, or to whom she might have disposed of her business. The court held in that appeal that this was a good devise to the persons to whom it was ascertained, that the testatrix had disposed of her business, in her lifetime.

In 1 Redfield on Wills, p. 275, the learned author in his comments upon this decision says: “This was regarded as nothing more than a description of the leg

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Bluebook (online)
46 L.R.A. 168, 47 N.E. 631, 148 Ind. 297, 1897 Ind. LEXIS 209, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dennis-v-holsapple-ind-1897.