Farnum v. Bascom

122 Mass. 282, 1877 Mass. LEXIS 118
Massachusetts Supreme Judicial Court·Decided March 7, 1877·Published·Cited by 29 cases

Opinion

Devens, J.

It would seem that the will of the testatrix was made under a misapprehension in reference to the amount of her property, or that liabilities were afterwards incurred by her not then contemplated. She has left debts in addition to the funeral expenses and charges of administration. Under the third bequest in the will, of the rest and residue of her personal prop* [285] erty to her husband, there is nothing which will pass. All the remainder of her property is devised or bequeathed, and she has made no provision for these claims.

Where there are both general and specific legacies and devises, those which are general must first be used for the payment of debts, even if they are thus entirely abated, before resort can be had to those which are specific. It is the presumed intention of the testator that the legatee shall receive the specific thing bequeathed. As long as it can be identified among the assets of the testator, he is to have it; and when it cannot thus be found and identified, he has no claim against the estate on that account. It is necessary, therefore, to determine the character of the various legacies and devises made by the testatrix.

That the legacy of the wearing apparel.to the sisters of the testatrix is specific, there is no controversy. It is a bequest of snecific things belonging to her, intended to be transferred in specie to the legatees.

The second bequest is of a certain mortgage deed and note for $2500 to Henry Farnum, in trust, to be paid to two nephews named, half to each, as they respectively come of age.

Where the intent is to bequeath a certain sum, and the circumstance that it is then out on mortgage or any other security is incidental merely and does not constitute an ingredient in the gift, the legacy is general. Le Grice v. Finch, 3 Meriv. 50. But if the gift be of the sum due upon a mortgage of particular premises, or upon a certain note described, the legacy is specific. Sidebotham v. Watson, 11 Hare, 170. Gillaume v. Adderley, 15 Ves. 384. Chaworth v. Beech, 4 Ves. 555. Innes v. Johnson, 4 Ves. 568. Giddings v. Seward, 16 N. Y. 365. So if the gift .s of the proceeds of a certain mortgage, or all the money due m the bond of A. B., or all the money standing to the testator’s credit in a particular bank, such legacy is specific. Giddings v. Seward, 16 N. Y. 365. Stout v. Hart, 2 Halst. 414. Towle v. Swasey, 106 Mass. 100. Where the bequest is not of the sum of money due on a particular security, but of a particular security described, the gift is not less specific, for nothing will fulfil the terms of the bequest but the thing itself.

The legacy we are now considering was of the mortgage deed, note and debt. The fact that the testatrix mentions the amount [286] due from the promisor is for its convenient identification only. This does not constitute any ingredient in the gift. It would belong to the legatee if it should have been reduced by payment, but there would not he any claim, on account of such reduction, against the general estate. As long as it can be identified, the legatee may have it; but he receives it in the condition in which it is when the gift takes effect by the death of the testatrix. The security was the essential thing; if the money due thereon had been collected and invested in a new form, the legacy would have been adeemed, as that which was given would have ceased to exist. This legacy is, therefore, to be treated as specific.

The devise of the use and improvement of a certain lot of land for the term of his natural life, to the husband of the testatrix, was specific. The English rule, that all devises of real estate are specific, probably never obtained in this state, and certainly has no present existence here. Blaney v. Blaney, 1 Cush. 107. There is no occasion to invoke it in this case. The lot of land with the buildings thereon, in which the life estate is given, is particularly described by its situation and as the one occupied by the testatrix and her husband. Nothing else will satisfy the terms of the devise. Nor is the devise less specific because it is not the devise of the entire estate. The gift of a term in real estate is not less specific than that of the real estate. Long v. Short, 1 P. Wms. 403. Creed v. Creed, 1 Dru. & War. 416, Page v. Leapingwell, 18 Ves. 463. It is suggested that the use and improvement of a lot of land is a gift indefinite in amount, dependent on its value after many deductions, and therefore not specific. This is unimportant. All the money which may be in a bag described, or which may be to my credit at a certain bank, or which I may recover in a certain action at law, is a specific legacy, although the amount is uncertain. Towle v. Swasey, ubi supra. Chase v. Lockerman, 11 Gill & Johns. 185. Gilbreath v. Winter, 10 Ohio, 64.

The devise of the remainder of the real estate to the niece of the testatrix must be held to be specific, for the same reasons which apply to the life estate.

As all the bequests and devises are specific, it is next to be considered how the burden of the debts is to be distributed [287] among them, and whether or not there is any preference between the legatees and devisees as such.

In Hubbell v. Hubbell, 9 Pick. 561, it is put as a query whether, in case of a deficiency of assets, the devisees are equally liable with legatees to contribute. The Gen. Sts. o. 92, §§ 29-34, provide that when any estate, real or personal, is taken from a devisee for the payment of debts, all other devisees or legatees shall contribute in proportion to the value of property received by each; and that if the testator, by making a specific devise or bequest, has virtually exempted any devisee or legatee from liability, or required any different appropriation for the payment of his debts, the estate shall be appropriated in conformity with his will. These provisions do not in terms meet the case where all the bequests and devises are specific, but they sufficiently indicate the intent of the Legislature that there shall be no preference of the real to the personal estate, when recourse must be had to that specifically devised or bequeathed in order to meet the debts. They must bear the burden proportionally.

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Farnum v. Bascom, 122 Mass. 282, 1877 Mass. LEXIS 118 (Mass. 1877).

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