Fowler v. Whelan

144 A. 63, 83 N.H. 453, 75 A.L.R. 752, 1928 N.H. LEXIS 47
CourtSupreme Court of New Hampshire
DecidedDecember 4, 1928
StatusPublished
Cited by14 cases

This text of 144 A. 63 (Fowler v. Whelan) is published on Counsel Stack Legal Research, covering Supreme Court of New Hampshire primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Fowler v. Whelan, 144 A. 63, 83 N.H. 453, 75 A.L.R. 752, 1928 N.H. LEXIS 47 (N.H. 1928).

Opinion

Snow, J.

The question presented is whether, Honoria having predeceased the testatrix, Belle as the survivor takes all given by the eighth, tenth, and twenty-ninth clauses of the will; or whether, because of Honoria’s death one-half of the gifts given by these clauses lapses, and being undisposed of by the will passes under the statute of distributions to the testatrix’s next of kin.

It appears to be mutually conceded that the general rule that a legacy will lapse or be extinguished by the death of a legatee during the lifetime of the testator usually applies where a gross sum is given *455 to several legatees by name, to be equally divided between them; but that such application of the rule must yield to a paramount intention to constitute the named legatees a class, with rights of survivor-ship, when such intention appears from the whole will, construed in the light of the competent facts. Such are the holdings of this court. Hall v. Smith, 61 N. H. 144, 146; Brewster v. Mack, 69 N. H. 52. The reason for the prima facie application of the general principle of lapsing to gifts nominative is that language naming the legatees, when given its ordinary significance, usually imports individual gifts. Jackson v. Roberts, 14 Gray 546, 550, 551.

In each of the three clauses in question the legatees appear nominatim, the designating and descriptive words being substantially identical, namely, “to my . . . sisters, Belle Whelan and Honoria Daley.” It follows that the question presented in each instance is whether there is sufficient evidence of an intention that the sisters shall take as a class to overcome the natural and ordinary signification of the language designating the beneficiaries by name. The evidence adduced in support of such an intention varies with each section.

In the eighth clause, the bequest is of the personal clothing of the testatrix “for such disposition as they [the sisters] may mutually agree upon.” This language contemplates joint action of the beneficiaries, and it is a fair inference from the language and the subject-matter of the gift that the testatrix intended in the case of the predecease of one of the beneficiaries, that, the other should have the disposition of her personal clothing. Such a power requires joint title. The clause thus contains within itself express evidence that the gift was intended to be to the sisters in joint tenancy ■— a title which carries the right of survivorship.

In the tenth clause, the gift is of “my two dozen solid silver tea spoons and my two solid silver table spoons.” Articles of this class are regarded in the ordinary family as in the nature of family heirlooms to be handed down from one generation to another. Neither the condition nor the relative values of the fourteen spoons are disclosed, and no method of equal division is provided. In the light of the extrinsic fact that the sisters had, for thirty-five years, resided together as a single family and, to the knowledge of the testatrix, expected to continue to do so for the remainder of their joint lives, the subject-matter of the gift warrants an inference that she designed that the spoons should be retained in the family for the joint use of the legatees, and intended to confer upon them a title which would accomplish that purpose. It therefore seems more probable than *456 otherwise that she intended a joint gift by which the spoons would pass to the survivor. This construction, as well as that which we have given the eighth clause, is conceded in argument, and the ground upon which the conclusion in each case has been reached is here set forth only because the interpretation of these clauses is deemed to be material to the construction of the clause remaining to be considered.

The twenty-ninth clause disposes of the residue of the testatrix’s estate as follows: “The sum of Five Thousand Dollars, to be held in trust as hereinbefore stipulated, for the benefit of my brother, John Daley, and the remainder of said rest and residue equally to my sisters Belle Whelan and Honoria Daley.” The last nine words, if given their ordinary meaning under the general rule as usually applied, denote a gift to the sisters individually of one-half of such remainder to each. Since the executors are directed to reduce all real estate to cash, and the personal estate forming the residue is to be so reduced (P. L., c. 300, ss. 7, 8) or treated as cash, the bequest is of money. There is, therefore, nothing in the subject-matter of the gift here, as there is in that of the tenth clause, indicative of a purpose to bestow a joint enjoyment of the res. Nor does this clause, like the eighth, contain express internal evidence of an intention to confer a joint title to the property therein bequeathed.

It follows that, if clause twenty-nine were to be construed by itself, we should have to conclude that the testatrix intended that her sisters should take individually and not as a class. But no such narrow rule prevails. “The construction of a will is the ascertainment of the testator’s intention, and this is to be gathered, not alone from the words of the particular clause under consideration, but from the language of the will as a whole, read in the light of all the surrounding circumstanes.” Page v. Library, 69 N. H. 575, 576, and cases cited. “Though the bequest be to individuals by name, yet if it appears upon the whole will that the testator considered them as constituting a class, and intended that the whole should go to the survivors, that intention will prevail.” Hall v. Smith, 61 N. H. 144, 146; Brewster v. Mach, 69 N. H. 52, 53; Jackson v. Roberts, 14 Gray 546, 551 ;Stedman v. Priest, 103 Mass. 293, 296; Rockwell v. Bradshaw, 67 Conn. 8, 16, 17.

j While the words “ equally to my sisters, Belle Whelan and Honoria /Daley,” as more commonly understood, import individual gifts, this is not the only meaning of which they are capable. Had the bequest been “equally to my sisters” with no qualifying words, the gift to a class would have been indicated. The word “equally” has no controlling significance. Campbell v. Clark, 64 N. H. 328; Snow v. Durgin, *457 70 N. H. 121. The succeeding enumeration of the sisters serves a legitimate purpose if construed as a specification of the members of the class. Such an interpretation, though contrary to the more com-» mon import of the words, does no violence to the language used, j If, therefore, an intent to use the words in that sense is apparent from the whole will it is the duty of the court to give it effect. I

Where words occur more than once in a will, unless a contrary intention appear by the context, or unless the words be applied to a different subject, there is a strong inference that they are used in the same sense. 2 Jarman, Wills (5th Am. ed.), 773; Hall v. Hall, 27 N. H. 275, 288; Mathes v. Smart, 51 N. H. 438,442; Hall

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Bluebook (online)
144 A. 63, 83 N.H. 453, 75 A.L.R. 752, 1928 N.H. LEXIS 47, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fowler-v-whelan-nh-1928.