George Washington University v. Riggs Nat. Bank of Washington

88 F.2d 771, 66 App. D.C. 389, 1936 U.S. App. LEXIS 3364
CourtCourt of Appeals for the D.C. Circuit
DecidedDecember 28, 1936
Docket6833
StatusPublished
Cited by19 cases

This text of 88 F.2d 771 (George Washington University v. Riggs Nat. Bank of Washington) is published on Counsel Stack Legal Research, covering Court of Appeals for the D.C. Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
George Washington University v. Riggs Nat. Bank of Washington, 88 F.2d 771, 66 App. D.C. 389, 1936 U.S. App. LEXIS 3364 (D.C. Cir. 1936).

Opinion

VAN ORSDEL, J.

Wilmer Worth, a resident of the District of Columbia, died on the 19th day of November, 1933, leaving a last will and testament dated the 9th day of November, 1933.

The first item of the will related to the payment of debts, the expenses of his last illness, and the disposition of his remains at death. In item II he made specific bequests absolutely to a number of relatives- and friends. The concluding paragraph of this item reads as follows: “In the event that any of the foregoing legatees shall not survive me, his or her legacy shall lapse and fall into the residue of my estate.” In item ITI he gave $1,000 each to the Methodist and Presbyterian Homes in the District of Columbia, and $1,000 to the Baptist Home for Children, located in Montgomery county, Md.

Item IV, which is’ of special importance here, reads as follows: “All of the rest, residue and remainder of my property and estate, both real and personal, of whatever kind and wheresoever situate, of which I may die’seized or possessed, or to which I may be in any manner entitled at the time of my death or over which I may have power of testamentary disposition or appointment, including therein any legacies hereinbefore given which may lapse or fail for any reason, I give, devise and bequeath, absolutely and in fee simple and in equal shares, unto The New York Avenue Presbyterian Church, The George Washington University, The American University and Garfield Memorial Hospital, all of the District of Columbia.”

*772 The Riggs National Bank, executor of the estate, filed a petition for instructions in the probate court, to which petition 'the George Washington University, the American University and the next of kin filed answers. The George Washington University and the American University appeal from the order of the lower court instructing the executor.

Since the will was executed less than one calendar month before the death of the testator, it is conceded that under section 42, T. 29 of the District of Columbia Code the bequest to the New York Avenue Presbyterian Church is invalid, and the question here presented is whether the testator died intestate as to the one-fourth of the residue bequeathed to the church, or whether the three remaining institutions named in the residuary clause shall take in equal shares the portion of the residue bequeathed to the New York Avenue Presbyterian Church.

Taking the will by the four corners and examining it to ascertain the intent of the testator, we find a definite disposition of any lapses which might occur in any of the specific legacies bequeathed in the second item of the will. In plain language, they fall into the residue. In the residuary clause reference is made to any such lapse should it occur and become a part of the residue. Inasmuch, however, as no such lapse occurred, further reference to this feature of the will is unnecessary.

Coming to the residuary clause, the residuum is divided by the testator into four separate specific legacies. One of these legacies has failed due to the operation of law, and it is earnestly contended by the appellants that this legacy should be divided equally between the three remaining residuary legatees. While the intention of the testator to dispose of all of his estate may appear from the face of the will, if a condition later arises which1 was clearly not contemplated by the testator, it is not within the power of the courts to amend the will by attempting to supply the omission. As was said in Pontius v. Conrad, 317 Ill. 241, 244, 148 N.E. 17, 18: “It is true, as the appellees insist, that a testator is presumed to have intended by his will to dispose’ of all his property and leave no part of it as intestate estate, and the court will adopt any reasonable construction of the will rather than hold that the testator intended to die intestate as to any of his property. If, however, the testator has overlooked a condition which he would perhaps have provided for if it had occurred to him, the court cannot guess at what provision he would probably have made and by construction read it as a part of his will on the presumption that he would naturally have made such a provision if he had thought of it. Moeller v. Moeller, 281 Ill. 397, 117 N.E. 1002. Where there is nothing in the will itself to show the intention of the testator as to the disposition of his property in the condition which has actually arisen, the court cannot hold that the will disposes of the property in a particular way, on the supposition that the testator would probably have disposed of it in that way if his attention had been called to the particular circumstances.”

It was conceded at bar, as indeed it must be, that the residuary legatees cannot be treated as a class. They are tenants in common. The residue was not given to a class, but each legacy was given to a specifically named legatee.

At common law where in the residuum of a will a legacy lapsed or became void through operation of law or otherwise, in the absence of specific directions by the testator as to its disposition, the testator was held to have died intestate as to such legacy and the property was distributed to the next of kin. This rule of the common law had its origin in very early English cases. It was announced in 1721 in the case of Bagwell v. Dry, 1 P.Wms. 700, 24 Eng. Reprint, 577 as follows: “The Lord Chancellor, after time taken to consider of it, did this day deliver his opinion, that the testator having devised his residuum in fourths, and one- of the residuary legatees dying in his lifetime, the devise of that fourth part became void, and was as so much of the testator’s estate undisposed of by the will; * * * that it could not go to the surviving residuary legatees, because each of them had but a fourth devised- to them in common, and the death of the fourth residuary legatee could not avail them, as it would have done, had they been all joint legatees, for then the share of the legatee dying in the life of the testator, would have gone to the survivors. But here the residuum being devised in common, it was the same as if a fourth part had been devised to each of the four, which could not be increased by the death of any cf them.”

In the case of In Re Dunster, [1909] 1 Ch.Div. 103, 105, the court, following the holdings of the English courts from the case of Bagwell v. Dry, supra, said: “I have felt considerable difficulty over this *773 question, owing to the state of the authorities. The question that I have to decide arises under these circumstances: There is a well-known rule that where residue is given to tenants in common, and one of the tenants in common dies in the testator’s lifetime, the lapsed share does not go as an accretion to the gift to the other tenants in common, but it is held that there is an intestacy and the share goes amongst the next of kin. That is, there can be no residue of a residue.”

The courts of this country, in the absence of specific legislation respecting devises and bequests of the residuum of an estate, have generally followed the common-law rule, where the residuum was not given to a class, but to individual specific legatees. There is no theory on which the application of the doctrine of survivorship can be sustained, unless the rule of the common law has been clearly abrogated by statute.

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Bluebook (online)
88 F.2d 771, 66 App. D.C. 389, 1936 U.S. App. LEXIS 3364, Counsel Stack Legal Research, https://law.counselstack.com/opinion/george-washington-university-v-riggs-nat-bank-of-washington-cadc-1936.