Derby v. Derby Others

4 R.I. 414
CourtSupreme Court of Rhode Island
DecidedSeptember 6, 1856
StatusPublished
Cited by3 cases

This text of 4 R.I. 414 (Derby v. Derby Others) is published on Counsel Stack Legal Research, covering Supreme Court of Rhode Island primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Derby v. Derby Others, 4 R.I. 414 (R.I. 1856).

Opinion

*422 Brayton, J. 1

The first question propounded by this bill, is, whether the legacies to Louisa S. Derby, the wife, to Louisa L. Lear, the step-daughter, and to E. Hasket Derby, the executor, are to be paid in preference to the other legacies given by the will and codicils.

By the original will, the testator provides expressly, “ that in case there shall be any deficiency of my property, the legacies given to my dear wife, Louisa, and to my step-daughter, Louisa L. Lear, and my nephew, E. Hasket Derby, and my servant, James Purrow, shall be paid in preference to all others.

In his first codicil, he bequeathes to his wife the further sum of $27,000, and to his step-daughter, the further sum of $4,000, the interest of which he had before given for life to his servant, James Purrow; and he then expressly provides, “ that the legacies given, both in my will and codicil, to my dear wife, Louisa, and her daughter, Louisa, and to James Purrow, shall have priority over all others.”

The bequest to James Purrow lapsed, by his dying before the testator.

It was not seriously contended at the hearing, by any party represented, that these legacies were not intended to be, and were not, in .fact, preferred to all others, with the single exception hereafter stated and considered; and, indeed, looking at these express provisions inserted by the testator, so pointed and clear, there can be no doubt of the intent of the testator-, that those legacies should have priority over the other legacies given by him.

But it was claimed, that the legacy of $10,000, given by the second codicil to Richard C. Derby, the infant son and only child of the testator, is also to be preferred in payment; and the counsel for the infant son, contends, that the clear intent of the testator was, that the sum of $10,000 should be paid in preference to the other general legacies of specific amounts, and indeed to all such legacies.

This gift is contained in the second codicil. After the execution of the first codicil, a son was born to the testator. In this *423 codicil, this fact is stated as a reason for making it; and to prevent all doubt as to the validity of the legacies in his prior ■will and codicil, he expressly affirms the several specific gifts and legacies therein made, and declares that they shall not be revoked by the birth of his son. He in substance affirms, that those gifts shall be and remain as valid, as if such son had been born prior to such gifts being made. He also expresses a desire to make some provision for this son, both by special legacy, (find he uses this term to denote a legacy of definite amount as distinguished from a residuary legacy,) and by making some addition to the settlement made upon his wife. He then proceeds to state what his will now is, and says : “ I do hereby, in the most full and ample manner, renew and confirm, and do hereby give, devise, and bequeathe to the several parties enumerated in said will, and testament, and codicil, said specific gifts and legacies.

And I do further change and modify my said will and testament, and codicil, as follows:—

First. I give and bequeathe to my said son the sum of ten thousand dollars; ” and

Secondly, he gives to his wife, in trust for his son, his real estate at Newport, together with all the rest, residue, and remainder of his estate, which shall remain after payment of his debts, and of said specific gifts and bequests.

Now, there is nothing in the language of this gift of $10,000 to the son, which indicates any preference in payment over any other legacy, given either by the will, or by the codicils.

The testator had, in his prior gifts, expressly preferred the gifts to his wife, her daughter, and to E. Hasket Derby; and the inference certainly would be, as he had made some preferences, that these were all that he intended to make.

There is nothing in the form of the gift, or in the nature of it, inconsistent with the idea, that it was to stand on the same footing with the .other legacies of specific amounts which had not been preferred. There are no words of exclusion of any other legacies, or words of preference over any.

Much stress has been laid by the counsel, upon the expression in this codicil, “ I do desire to make some provision for such *424 son, both by specific legacy,” &c.; and in connection with the fact, that the legatee was the only son and heir of the testator, the counsel insists, that it cannot be presumed that the testator meant to cut him off with so small a portion of his estate, and that small portion not assured to him, so that he should be left to share with distant relatives, and to abate with them, if the estate proved insufficient for all.

If we were at liberty to speculate upon the subject, aside from the language of the will, and irrespective of that language* we might perhaps give weight to those suggestions. But we are obliged to construe the language of the will, and thence to gather the intent of the testator; and we can only use the facts suggested by the counsel, in order to determine the sense in which particular language may have been used by the testator, and by him intended to be understood by others. This can only be done where the words are capable of more than one sense, and may have been used in the one or the other. Whatever intent the testator may have had at'the time, and however clearly expressed, otherwise than in the will, if there be no language in the will itself from which such intent can be implied, no effect can be given to it.

The expression of the testator in this codicil, of a desire to make some provision for the son, is only an express statement of that which must be clearly implied without it. The fact that he does give him a legacy is an expression of his desire and his will that he shall have a provision, and so also.are the gifts to the other legatees, expressions of his will that they shall have the sums respectively given to them. His will is that they shall, all of them, be thus far provided for, the son, as well as the other legatees.

Then, it is said, that he is the only son! Can we infer from this fact alone that the testator intended that every gift to him should be preferred to all others ? Had we not the language of the will by which we must be guided, we might well have presumed a desire to bestow upon the son the bulk of the estate ; and certainly in preference to a step-daughter, that the testator would prefer his own blood. But we see clearly by the provisions for others, that he did not; but that the son should have *425 much the smaller portion of his estate. If we could infer a preference of this legacy over other legacies from the fact that the legatee is the only son, we should be bound equally to infer a revocation of the other legacies in toto. This legacy, then, must stand upon the same footing with the unpreferred legacies.

What abatement shall be made on any or all said legacies ?

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Bluebook (online)
4 R.I. 414, Counsel Stack Legal Research, https://law.counselstack.com/opinion/derby-v-derby-others-ri-1856.