Everett v. Carr

59 Me. 325
CourtSupreme Judicial Court of Maine
DecidedJuly 1, 1871
StatusPublished
Cited by8 cases

This text of 59 Me. 325 (Everett v. Carr) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Everett v. Carr, 59 Me. 325 (Me. 1871).

Opinion

Appleton, C. J.

This is a bill in equity, brought under R. S. c. 77, § 5, by the executors of, and all persons except the respondents, interested under the will of Rufus Dwinel, and his heirs at law, to ask this court to determine the construction to be given to the various clauses -in the same.

- 1. There are numerous legacies to different individuals. There is no language giving any priority to one legatee over another. It was undoubtedly the intention of the testator that all his legacies should be paid, but not that one' should be paid at the expense of the others. “ If a testator expressed himself in the following manner: “Imprimis” or “in the first place” I give such a legacy to A, and “ in the second place ” or “ afterwards ” I give such a sum of money to B ; these words or variety of expression (considering the inattention and incorrectness with which wills are frequently drawn, as also the little regard paid to nicety of expression) will neither give A a preference to B, nor either of them a priority to [331]*331the other legatees, -so as to exempt them from abating with Such other legatees.” 1 Roper on Legacies, 426; Swazey v. American Bible Society, 57 Maine, 523.

It follows that the bequests to Emmeline Thomas and her sisters, do not take precedence of the other bequests.

2. The testator, among other gifts, gave to Emmeline Thomas “ during her natural life, the sum of five, thousand dollars, to purchase a homestead, house, or place, where she with her sisters, father and mother, if she so elects to live, may reside during her natural life, ” etc. In the latter part of the clause by which the above is given he adds: “ Having assigned to Emmeline, Mary, and Anna Thomas, or one of them, a policy of insurance on my life, the money collected therefrom will constitute a fund for the purchase of homestead, etc., and must be so considered as so much in payment of bequest to Emmeline, Mary, and Anna Thomas.”

After the testator’s decease, Emmeline Thomas and her sisters received the sum of seven thousand five hundred dollars upon the policy referred to in said will as assigned to them or one of them.

This sum must go to reduce the legacies to them. It fully satisfies the legacy for the purchase of the homestead, and after satisfying that, the balance remaining must be charged against them, to. be deducted from what they would otherwise be entitled to receive.

In case there should be a deficiency of assets to meet all the legacies to individuals, the abatement would be upon the amount due-the Thomas sisters after the deduction is made of the amount received by them from the proceeds of the insurance policy.

3. The bequest to Emmeline Thomas for charitable purposes, as will be seen upon subsequent examination, is valid. Being valid, when once paid by the executors, they must be regarded as released from all further responsibility.

4. No sums can be paid to- Charles Brown and Rufus D. Wad-leigh, none having been inserted in the will for them. When the entire name of a legatee is omitted parol evidence cannot be admitted to supply the blank, for that would amount to a bequest by oral testimony. In Winne v. Littleton, 2 Ch. Ca 51, A bequeathed [332]*332all bis estate to bis executor, leaving a blank, and died without naming any person executor. The legacy was adjudged void. Similar decisions were bad in Baylis v. Attorney-general, 2 Atk. 239, and in Hunt v. Hart, 3 B. C. C. 311.

The same principle applies with equal force when the amount of the legacy is left blank. The blank was never filled by the testator. It is not for the court to supply what the testator omitted or what with a change of purpose he may have intended to do..

5. The'clause “ to my present attendant physician to aid in the education of his children ” can only apply to the physician who attended at the date of the will. To one called in at a subsequent date, the word present would not be applicable. “ "Whenever,” observes Ellsworth, J., in Gold v. Jordan, 21 Conn. 16, “a testator refers to an actually existing state of things, his language should be held as referring to the date of the will, and not to his death, as this is then a prospective event.” A future physician, thereafter to be called, could not be the then “present attendant,” to whom the legacy is given.

■ 6. After making a bequest to Mr. and Mrs. George Bradbum, the testator adds: “ This, together with the sale of the dwelling-house, will yield support, nothing more ; but I give and bequeath to him and her a further sum of $2,500 for them to use for charitable purposes, not debarring them from its use, or such part as they choose to use, should they actually need it for their own comfort, to be left by will, for charitable purposes, at their decease, if not used for charitable purposes whilst living.”

In all cases the intention of the testator should control. The particular intention should govern, rather than the general intention. It is apparent that the testator doubted as to -the sufficiency of his bequest “ to yield support.” At any rate it would accomplish “nothing more.” He, therefore,*bequeaths them a further sum, which they may use in whole or in part, for their own comfort, as they may choose. They are to determine what their own comfort requires. Now they are the objects of the testator’s bounty. He preferred, or must be regarded as preferring, them to [333]*333any unknown object of their bounty. lie gave it to them primarily if they needed it, or chose to say they needed it. It was a “ further sum ” for their support, if they chose to so consider it. It is conceded that they will require it to enable them to live in the style to which they are accustomed. The very contingency exists in which they would choose to use it and in which they are expected and wished to use it.

The whole or the portion unexpended they were “ to will for charitable purposes at their decease.” But unless it was theirs, they could not will it. It could be disposed of by will, only because it belonged to them. They had, then, the entire ownership of this sum, to use for their own support and to dispose of by will.

The intention of the testator was, that the full ownership should be in his legatees. Primarily, they were to use it for their own support. Secondarily, they might use it for charitable purposes. They were to do as they chose, without being liable to account to any one.

The result is this, it is a legacy to them, and subject to their control in regard to its disposition.

7. The masonic lodges to which legacies are given are incorpo-rations created for specific purposes, “ with power to sue and be sued, to have a common seal and to change the same, to make any by-laws for the management of tlieir affairs, not repugnant to the laws of this State, nor ancient masonic usages; to take and hold for charitable and benevolent uses,” real and personal estate, to a certain value exceeding the legacies in this will, “ and to give and grant, or bargain and sell the same, with all the privileges usually granted to other societies, instituted for purposes of charity and benevolence.”

Being existent corporations, competent to take, a legacy may be given to them equally as to individuals. If made to them, it would be in aid of the object of their creation. If the legacies had been to them by name and nothing more, no objection could be taken to their validity.

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Bluebook (online)
59 Me. 325, Counsel Stack Legal Research, https://law.counselstack.com/opinion/everett-v-carr-me-1871.