Fidelity Union Trust Co. v. Robert

178 A.2d 185, 36 N.J. 561
CourtSupreme Court of New Jersey
DecidedFebruary 19, 1962
StatusPublished
Cited by67 cases

This text of 178 A.2d 185 (Fidelity Union Trust Co. v. Robert) is published on Counsel Stack Legal Research, covering Supreme Court of New Jersey primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Fidelity Union Trust Co. v. Robert, 178 A.2d 185, 36 N.J. 561 (N.J. 1962).

Opinion

36 N.J. 561 (1962)
178 A.2d 185

FIDELITY UNION TRUST COMPANY, A NEW JERSEY CORPORATION, AS TRUSTEE UNDER THE LAST WILL AND TESTAMENT OF PETER F. FLOOD, DECEASED, AS ADMINISTRATOR C.T.A. OF THE ESTATE OF ELIZABETH G. FLOOD, DECEASED, AND AS ADMINISTRATOR OF THE ESTATE OF MABEL G. CROSSMAN, DECEASED, PLAINTIFF-RESPONDENT,
v.
HENRY F. ROBERT, INDIVIDUALLY AND AS EXECUTOR OF THE LAST WILL AND TESTAMENT OF GRACE F. ROBERT, DECEASED, DEFENDANT-RESPONDENT, AND EDWARD F. CAVANAGH, JR., AS EXECUTOR OF THE LAST WILL AND TESTAMENT OF EDITH FLOOD CAVANAGH, DECEASED, AND PETER F. CROSSMAN, DEFENDANTS-APPELLANTS.

The Supreme Court of New Jersey.

Argued December 19, 1961.
Decided February 19, 1962.

*563 Mr. Marshall Crowley argued the cause for the defendant-appellant Edward F. Cavanagh, Jr., as executor, etc. (Messrs. Brogan & Wolff, attorneys; Mr. Henry F. Wolff, Jr., of counsel).

Mr. William H. Osborne, Jr., argued the cause for the defendant-appellant Peter F. Crossman (Messrs. Pitney, Hardin & Kipp, attorneys).

Mr. Alfred C. Clapp argued the cause for the respondent Henry F. Robert, individually, etc. (Messrs. Clapp & Eisenberg, attorneys).

*564 The opinion of the court was delivered by JACOBS, J.

This is a will construction case in which the Appellate Division filed a comprehensive opinion. See Fidelity Union Trust Co. v. Robert, 67 N.J. Super. 564 (App. Div. 1961). We granted certification on applications by Peter F. Crossman and Edward F. Cavanagh, Jr., executor of the estate of Edith Flood Cavanagh.

Since the pertinent provisions of the will and the attendant circumstances, as well as the later factual occurrences and legal proceedings, are sufficiently set forth in the Appellate Division's opinion, we shall not restate them here except to such limited extent as may be found necessary. Nor shall we deal at any length with issues which have been disposed of to our satisfaction by the Appellate Division. Thus we need do little more than express agreement with its holding that, under the circumstances, the affidavit by Peter F. Crossman (submitted by consent in lieu of testimony), was admissible in evidence and was properly to be considered insofar as it furnished information as to the situation surrounding the testator Peter F. Flood at the time he executed his will. See 67 N.J. Super., at p. 573; cf. In re Fox, 4 N.J. 587, 594 (1950); Zwoyer v. Hackensack Trust Co., 61 N.J. Super. 9, 12 (App. Div. 1960); 5 N.J. Practice (Clapp, Wills and Administration) §§ 191, 196, 198 (3d ed. 1962). Similarly we express agreement with its position that the judicial function in construing the will was to ascertain and give effect to the "probable intention of the testator." See 67 N.J. Super., at p. 572; cf. Bank of New York v. Black, 26 N.J. 276, 286 (1958); In re Klein, 36 N.J. Super. 407, 419 (App. Div. 1955) (concurring opinion); and Simes and Smith, The Law of Future Interests, § 465, p. 452 (2d ed. 1956), where the authors point out that "when we say we are determining the testator's intent, we mean his probable intent." See also Morristown Trust Co. v. McCann, 19 N.J. 568, 572 (1955).

It may here be noted that, in ascertaining the subjective intent of the testator, courts will give primary *565 emphasis to his dominant plan and purpose as they appear from the entirety of his will when read and considered in the light of the surrounding facts and circumstances. See Zwoyer v. Hackensack Trust Co., supra, 61 N.J. Super., at pp. 12, 16; Greene v. Schmurak, 39 N.J. Super. 392, 400-401 (App. Div. 1956), certif. denied 21 N.J. 469 (1956); Shepherd v. Peratino, 86 U.S. App. D.C. 395, 182 F.2d 384 (D.C. Cir. 1950); 2 Powell, Real Property, § 325 (1950); Simes and Smith, supra, § 844; cf. Busch v. Plews, 12 N.J. 352, 358 (1953). So far as the situation fairly permits, courts will ascribe to the testator, "those impulses which are common to human nature, and will construe the will so as to effectuate those impulses." See Greene v. Schmurak, supra, 39 N.J. Super., at p. 400; cf. Murphy v. Murphy, 118 N.J. Eq. 108, 112 (Ch. 1935), affirmed 119 N.J. Eq. 83 (E. & A. 1935); Coyle v. Donaldson, 91 N.J. Eq. 138, 140 (E. & A. 1919); Bank of New York v. Black, supra, 26 N.J., at p. 285. In the Black case, this court had recent occasion to determine whether a residuary bequest by the testatrix to her daughter of "all my estate" was intended to pass property which was not literally part of her estate but over which she had a general power of appointment. We held that it did and, in the course of his opinion for the court, Justice Wachenfeld expressed high-purposed principles which should have application in the construction of all wills. He pointed out that the goal always is the ascertainment of the testator's intent and it is not to be thwarted by unduly stressing "the literal meaning" of his words (see 26 N.J., at p. 284; cf. Bottomley v. Bottomley, 134 N.J. Eq. 279, 290-291 (Ch. 1944)); that the object is to ascertain "the probable intent" of the testator by a "preponderance of the evidence" and to carry it out in accordance with his wishes "even though they be imperfectly expressed" (see 26 N.J., at p. 286; cf. In re Klein, supra, 36 N.J. Super., at p. 419); and that the court's endeavor is to put itself in the testator's position insofar as possible in the effort to accomplish what *566 he would have done had he "envisioned the present inquiry." See 26 N.J., at p. 287; cf. Simes and Smith, supra, § 466. In his search for the intent of the testatrix, Justice Wachenfeld extensively reviewed the background and surrounding circumstances and expressed the court's conclusion "from the whole record" that the testatrix intended to and did pass to her daughter the property over which she had the power of appointment. See 26 N.J., at pp. 289-294.

The readiness, as indicated by Black, to strain towards effectuating the probable intent of the testator, represents a wholesome judicial attitude which finds ample expression in adjudications here and elsewhere. See Watson v. Brower, 24 N.J. 210, 215 (1957); Zwoyer v. Hackensack Trust Co., supra, 61 N.J. Super., at p. 12; In re Upjohn's Will, 304 N.Y. 366, 107 N.E.2d 492, 495 (Ct. App. 1952); Shepherd v. Peratino, supra, 182 F.2d, at p. 386. Earlier cases where the courts carried forth the testator's probable intent, even though it meant departing from the literal terms of the will, may be found among the decisions cited by Judge Clapp in In re Devries, 36 N.J. Super. 29, 35 (App. Div. 1955), and by Vice-Chancellor Woodruff in Bottomley v. Bottomley, supra, 134 N.J. Eq., at p. 291. In the Bottomley case the Vice-Chancellor said:

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178 A.2d 185, 36 N.J. 561, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fidelity-union-trust-co-v-robert-nj-1962.