Dunn v. Cory

39 A. 368, 56 N.J. Eq. 507, 1898 N.J. Ch. LEXIS 75
CourtNew Jersey Court of Chancery
DecidedOctober 17, 1898
StatusPublished
Cited by8 cases

This text of 39 A. 368 (Dunn v. Cory) is published on Counsel Stack Legal Research, covering New Jersey Court of Chancery primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dunn v. Cory, 39 A. 368, 56 N.J. Eq. 507, 1898 N.J. Ch. LEXIS 75 (N.J. Ct. App. 1898).

Opinion

Pitney, V. C.

This bill is filed by the executors of Pemberton Brittin for directions as to the distribution of his estate, and involves the construction of several clauses in his will.

By the second paragraph he gives several pecuniary legacies, among others three as follows :

(1) “To the child of John Primrose, one thousand dollars.
(2) “To the children of Pettit B. Primrose, one thousand dollars.
(3) “To the child of Sarah B,oy, one thousand dollars.”

[508]*508Further on, iu the same paragraph, he says :

“In case of the death of any of the above legatees before me, the legacy shall not lapse, but shall go to their lawful issue, if they leave such issue.”

First. In the case of the bequest to “ the child of John Primrose.” In point of fact, John Primrose, who was the cousin of the testator, left several children, and the question is whether the word “child” should be construed “children,” and the legacy should be divided among all the children. I am of the opinion that it should.

Second. The next case is that of a bequest “ to the children of Pettit B. Primrose, $1,000.”

Pettit B. Primrose had had twelve children, seven of. whom were living at the date of the will, five had died prior to the date of the will, only three, however, leaving children, and one died between the date of the will and the date of the testator’s death, leaving children, and six survived the testator. The question is whether the children of those who died prior to the date of the will are entitled to come in with the children of the one who died after the date of the will and with those who survived the testator.

Of course, we are to ascertain the intention of the testator by considering the language used as applied to all the circumstances, and, in the absence of the use of technical language which has attained a settled meaning, prior decisions are of use only to show what meaning different judges have put upon similar language.

The general rule undoubtedly is that no person can come under the description of a “legatee” unless he is 'alive at the date of the will. And the general rule also is that the word “child” does not mean “grandchild,” or “children” “grandchildren.” An exception to this rule, presently to be stated, is founded in necessity in order to prevent the entire failure of the provision.

There were children of Pettit B. Primrose living at the date of the will, and the bequest will take effect without including the descendants of those who died before the making of the [509]*509will, so that the argument from necessity does not apply, nor, in this instance, does the testator’s express command that “ the legacy shall not lapse ” apply.

The question, then, is whether or not those children of Pettit who died in testator’s lifetime can be properly classed as “ legatees ” under the so-called substitutionary clause above recited.

If the language of that clause had been, “ In case of the death of any of the above-named children before me the legacy shall not lapse but shall go to their lawful issue,” I should have thought, on the authority of the case of Outcalt v. Outcalt, 15 Stew. Eq. 500, that the descendants of those dying before the date of. the will would have taken, on the ground that the gift would have been an independent gift and not substitutionary.

I have looked at a large number of cases and notwithstanding the great apparent conflict of authority in England and also in this country, I am constrained to adopt the view that the construction adopted by Sir Richard Malins, In re Potter’s Trust, 8 Eq. Cas. 52 (1869), followed by him in subsequent cases, the latest being In re Lucas’s Will, 17 Ch. Div. 788 (1880), was the correct one and was more likely to fulfill the expressed wishes of the testator than that adopted by the judges in the opposite line of cases. The authorities up to that date are all collected in the last-stated case.

The distinction in what may be called the substitutionary clause between naming the persons who originally were the direct object of the gift, describing them by their names or classes, and the word “ legatee,” was pointed out and acted upon by the same judge in Hunter v. Cheshire, L. R. 8 Ch. App. 751, and his decision was affirmed on appeal.

Upon the whole, I think the use of the word “ legatees ” prevents the operation in this case of the so-called substitutionary clause in favor of the descendants of those children who died before the making of the will.

Third. Next is the case of the legacy to the child of Sarah Roy, $1,000.”

Sarah Roy had but one child, which died a few months before [510]*510the will was made, leaving children, and the question is whether or not the word “ child ” in that case can be construed as njeauing “ grandchildren.”

It is but a truism to say that the word “child” does not ordinarily include grandchildren, and since, for the reasons stated in the case of the “ children of Pettit B. Primrose,” the use of the word “ legatee ” in the substitutionary clause forbids the application of that clause in this case as well as in the other, the question remains whether there is anything in the circumstances which shows that the testator, by the use of the word “ child ” in that connection, referred to the descendants generally of Sarah Roy.

An examination of the will shows that the word “grandchildren” nowhere appears in it, although a large sum is given in trust for four certain beneficiaries severally for life, and at their death to their children or next of kin, and that in the same paragraph with the bequest under consideration' there are no less than thirteen bequests to the “ children ” of a personnamed. So that the circumstance relied on in some of the cases, that the testator did mention and provide for children in one part of his will and for grandchildren in the same connection or in another part, and hence could not have intended by the word “child” to include “grandchildren,” does not apply here.

It further appears that many of the beneficiaries were cousins and lived at a distance, and were much scattered, and it did not appear that the testator was acquainted with the situation of their families and the number or names of their children. The inference would be the contrary.

In most .of the cases in which judges have held that the word “child” cannot be construed to mean “grandchildren,” an exception has been noted as possible to arise out of the necessity of; the case. It is thus stated by Chancellor Green in Brokaw v. Peterson, 2 McCart. 194. (at p. 198): “The word children does not, ordinarily and properly speaking, comprehend grandchildren or issue generally. Their being included in that term is only permitted in two cases, namely, from necessity, which occurs [511]*511when the will would remain inoperative unless the sense of the word children were extended beyond its natural import, and where the testator has clearly shown by other words that he did not intend to use the term children iu its proper, actual meaning, but in a more extensive sense.”

And the same thought is expressed by Chancellor Runyon in Feit’s Executors v.

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Bluebook (online)
39 A. 368, 56 N.J. Eq. 507, 1898 N.J. Ch. LEXIS 75, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dunn-v-cory-njch-1898.