Fisher v. Barcus

127 A. 53, 14 Del. Ch. 324, 1924 Del. Ch. LEXIS 38
CourtCourt of Chancery of Delaware
DecidedNovember 8, 1924
StatusPublished
Cited by13 cases

This text of 127 A. 53 (Fisher v. Barcus) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Fisher v. Barcus, 127 A. 53, 14 Del. Ch. 324, 1924 Del. Ch. LEXIS 38 (Del. Ct. App. 1924).

Opinion

The Chancellor:

The character of decree to be entered in this cause will be determined by the answer to be given to the principal question, viz.: What is the meaning of-the words “lawful representatives’ ’ in that clause of John Cleaver’s will which directs that his farm be sold after the remarriage or death of his wife and the proceeds divided between his “children or their lawful representatives’ ’ ? Does this word mean personal representatives, that is executors or administrators, or does it mean heirs at law ■ or next of kin?

The Chancellor in In re Nelson’s Estate, 9 Del. Ch. 1, 74 Atl. 851, observed that “taken by itself, the word ‘respresentative’ prima facie means executor or administrator.” This is undoubtedly the general rule. Where, however, the immediate context or the whole will when considered in all its language indicates an intention otherwise, the prima facie meaning of the word will give way to the manifest intent. Accordingly in the will which was before the Chancellor in the case of Nelson’s Estate the word “representatives” was held to mean next of kin or distributees and not executors. This conclusion was impelled by the .following considerations, viz., that the word “representatives” appeared in conjunction with the word “heirs”; that if “representatives” meant “executors” then the manifestly impossible result would follow of a substitutional gift to distributees and executors, and further that the word “ancestor” appearing in the context imported a blood relationship and not an official one.

[328]*328In the instant case it is unnecessary to review the cases which, while accepting the general rule as to the prima facie meaning of the words “representatives,” “legal representatives,” “lawful representatives” or “personal representatives,” illustrate by their rulings what peculiarities of context will serve to give to such words a meaning different from their ordinary one. Such a review is to be found in the English case of In re Crawford’s Trusts, 2 Drew. 230, and in the American case of Howell v. Gifford, 64 N. J. Eq. 180, 53 Atl. 1074.

The pertinent language of the will in the instant case is very brief. It simply directs that at the marriage or death of the testator’s widow, “the farm be sold and the proceeds or money be equally divided between my children or their lawful representatives.” There is nothing appearing anywhere in this will upon which to hang the suggestion that the words “lawful representatives” were used by the testator in any sense other than that which the law uniformly accords to them as their ordinary meaning. The case of In re Crawford’s Trusts, supra, appears to be on all fours with this one where the language of the gift was of a life interest in certain funds, remainder “to be equally divided between all my Cousins german now existing, or their representatives.” The Vice Chancellor, Sir R. T. Kindersley, in a learned and discriminating opinion held that in the absence of a countervailing suggestion to the contrary to be found in the will itself, the word “representatives” meant executors or administrators. Likewise in a bequest quite similar in language, the Chancery Division in Cumberlege v. Cumberlege, L. R. 45 Ch. Div. 269, held that the word “representatives” in the clause “to be equally divided between the three or their respective representatives’’ meant the same as executors of administrators. Cases have been called to my attention which give to such words other than their ordinary and primary meaning. But these cases will be found to rest upon the particular language of the will then before the court for construction which in each one of them is such as to reveal, in the judgment of the court, a disclosed intention on the part' of the testator to use the words in a special sense. Even though in a given case the critical mind may think the court erred in gathering from the particular context the conclusion that the words were used in a peculiar [329]*329sense, it nevertheless remains true that the search of the context for a special meaning constitutes a clear recognition of the general rule that in the absence of an appearance in the will to the contrary the usual and ordinary meaning of the words must be given to them. The only case to which my attention has been called which in any wise could be said to countenance the thought that “representatives” will be held, in the absence of a controlling context, to mean distributees rather than executors or administrators is the case of Bates, Petitioner, 159 Mass. 252, 34 N. E. 266. I say this not because of any language to that effect appearing in the opinion in that case, but because the construction given to the will there under review might be said to argue that such must have been the view of the court. The court, however, in that case gives no reasons for its conclusion, and we are therefore left in the dark as to whether the court were of the opinion that the word “representatives” standing alone without any coloring context is to be understood as meaning the same as distributees. In the later Massachusetts case of Bailey v. Smith, 214 Mass. 114, 101 N. E. 62, however, the same court cited the case of Bates, Petitioner, as authority for the proposition that if the context of the will so indicates, the words “or their representatives” will be given the meaning not of executors or administrators but of distributees. I think, therefore, that whatever might be the view as to the correctness of the particular decision in Bates, Petitioner, supra, it cannot be said, in view of the understanding of that case which the same court later expressed, that the authority of the Supreme Judicial Court of Massachusetts can properly be cited in opposition to the general rule as I have hereinbefore stated it to be.

The will now before me is bare of elucidating context and to go outside of its language in the search for a reason to hold that “lawful representatives” does not mean executors or administrators would be but to enter the field of speculation concerning the testamentary intent, a thing which under such circumstances as are here found I am not warranted in doing. I must therefore hold that the words “lawful representatives” mean executors or administrators.

In view of what has already been said, the will in question is to be read as though it said “between my children or their execu-

[330]*330tors or administrators.” Had the language been “between my children and their executors,” it is undoubted that, on the children surviving the testator as they did, each would have acquired a transmissible vested interest in the proceeds payable at the decease of their mother. Does the appearance of the word “or” instead of “and” make any difference in the result?

Generally speaking the disjunctive word “or" indicates a substitutionary intent. I suppose it would not be disputed that if a bequest after a life estate is to A. or his distributees, the latter in case of A. ’s death before the termination of the life interest would take as persons designáis by way of substitution. The distributees would in such case take in their own right and not in right of A. In re Nelson’s Estate, supra. In the cited case by construction the words “and the heirs and representatives” were held to mean “or distributees.” So also, whatever may have been the rule formerly, the weight of authority now is that a gift after a life estate to “A.

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Cite This Page — Counsel Stack

Bluebook (online)
127 A. 53, 14 Del. Ch. 324, 1924 Del. Ch. LEXIS 38, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fisher-v-barcus-delch-1924.