Fox v. Rumery

68 Me. 121, 1878 Me. LEXIS 43
CourtSupreme Judicial Court of Maine
DecidedApril 1, 1878
StatusPublished
Cited by12 cases

This text of 68 Me. 121 (Fox v. Rumery) 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
Fox v. Rumery, 68 Me. 121, 1878 Me. LEXIS 43 (Me. 1878).

Opinion

Barrows, J.

What was the testator’s intention ? Are the terms of his will such that we can give effect to that intention consistently with the rules of law ? These are the fundamental inquiries, upon the answers to which the rights and duties of these-parties depend.

His heirs at law claim that, by reason of his widow’s refusal t© accept the provision made for her by the will, that portion of the estate given to her therein in lieu of dower remains' undis-[124]*124posed of by the testator, and what is left of it, after deducting the sum allowed her by the probate judge, under P. S., c. 65, § 21, descends to them subject to her right of dower in the realty, and that the trustee for the adopted son can take nothing under the will except the moiety devised to him by the fourth item; in other words, that by reason of the widow’s election to take her dower and allowance, the third item of the will becomes entirely inoperative, and so much of the estate as the testator therein attempts to dispose of must descend in the same manner and to the same persons as if the estate were intestate.

To reach this result it is claimed, in behalf of the heirs, that the entire interest and estate in that moiety of the property, devised in the third item to the wife of the testator, was vested in her by the terms used, and nothing remained to pass under that item to the trustee in any event, whether the wife accepted or rejected the provision in the will. In brief, the claim is, that upon a proper construction of the third item, one-half of the property, real and personal, not previously disposed of, to be selected by her, in value according to the appraisal, was given absolutely to the wife, and not being accepted by her, is left to be disposed of according to law under the statutes regulating the descent and distribution of intestate estates.

It is unquestionably true that if the devise of an estate be rejected by the devisee, and there be no other disposition of the estate in the will, it will descend to the heirs at law. Bugbee v. Sargent, 23 Maine, 269.

That this result would be contrary to the intention of the testator here is obvious, and is substantially admitted by the learned counsel for the heirs when he claims that the testator did not imagine that his wife would renounce the provisions of the will, and so made no provision for that contingency.”

It would indeed be difficult to imagine why she should renounce the provisions made for her in the will if the construction which the counsel seeks to give, it could prevail. Is it the true construction ?

Judge Eedfield, in his treatise on Wills, Part II, c. 13, Sect. 6, § 48, remai’ks : The courts have for a long time inclined very [125]*125decidedly against adopting any construction of wills which would result in partial intestacy, unless absolutely forced upon them. This has been done partly as a rule of policy, perhaps, but mainly as one calculated to carry into effect the presumed intention of the testator.”

In the interpretation of any particular clause in a will, we are to give effect to the intention of the testator as manifest from an examination of the whole will, when not inconsistent with the rules of law. The clause is to be considered in connection with all the others, and with the main design of the testator, and such a construction adopted if possible, as will give effect to the whole and to the general intent, although thereby some departure from a literal construction of the clause in question may be necessary. Morton v. Barrett, 22 Maine, 257. We observe, in the first place, that by the second item in his will the testator makes a certain provision for his heirs at law, coupled with certain conditions, limited in amount “ not to exceed in any event the sum of ten thousand dollars,” carefully divided, with elaborate directions for distribution among the survivors in case of the decease of any of the beneficiaries named in the item.

It is plain that this was the extent of the intended bounty in that quarter, except in a certain contingency to be hereafter noticed.' If the heirs at law are entitled to more, it is in opposition to the purpose of the testator expressly declared. The bulk of his fortune was to go for the use and benefit of his wife and adopted son, under certain limitations and restrictions.

And what was thus given to the wife and adopted son respectively, in case of the death of either, was to enure to the benefit of the other. Only “ in the event of the decease of my wife Naehel Ann, and adopted son Samuel, without lawful issue, and the termination of the estates herein created,” was the remainder to go to his lawful heirs.

That the courts have carefully refrained from permitting the wife’s election to affect the testamentary dispositions made by the husband, beyond what necessarily results from the wife’s exercise of her paramount right, may be seen by a reference to Perkins v. Little, 1 Maine, 148, 152, where the wife’s right under the stat[126]*126utes then existing was confined to her dower in the realty, and to personalty not disposed of by the will. It was enlarged by giving the judge of probate discretionary power over the personalty generally, by e. 180, laws of 1835. But the idea still lingered that the amount of property undisposed of by the will was a matter to be considered in the exercise of the probate judge’s discretionary power. See remarks of "Wells, J., in Hastings v. Clifford, 32 Maine, 132, 136.

It is certain 'that her election cannot be held to affect the disposition of any actual subsisting remainder of the property devised to her, beyond what results from the exercise of the discretionary power now confided to the judge of probate to make her an allowance as if the husband had died intestate. The claim made by the heirs can prevail only by establishing the proposition that the third item of the will must be construed as passing to the wife the entire property and control of the moiety therein devised to her. Otherwise, the wife’s election of dower and allowance cannot defeat the remainder therein given to the trustee for the adopted son.

To support his construction, the counsel for the heirs calls attention to the right given her in this third item, to select the half of the estate, after an appraisal, ££ whether real, personal or mixed, which she may choose and prefer,” and the full power and authority to sell, transfer, assign and convey each and every part or parcel of said half part, whether real or personal, by sufficient deeds and guaranties according to her own judgment, will and pleasure ; ” and he relies upon the eases of Ramsdell v. Ramsdell, 21 Maine, 288, 293, and Pickering v. Langdon, 22 Maine, 413, as clearly establishing the doctrine that such absolute power of disposal in the first taker will render the devise over inoperative. This is true; but to reach the conclusion which he seeks, we must overlook the equally clear provisions in this item that the property is given to her for her use, benefit and advantage, for and during her life,” and that the power of disposal is apparently for the limited purpose of enabling her to ££ make such reinvestments of the proceeds of any such sales or transfers as she may deem expedient.”

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Bluebook (online)
68 Me. 121, 1878 Me. LEXIS 43, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fox-v-rumery-me-1878.