Heard v. Case

23 How. Pr. 546
CourtNew York Supreme Court
DecidedJune 15, 1861
StatusPublished

This text of 23 How. Pr. 546 (Heard v. Case) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Heard v. Case, 23 How. Pr. 546 (N.Y. Super. Ct. 1861).

Opinion

Emott, Justice.

The rule that where two parts or clauses of a will are inconsistent that which occurs last in the instrument must prevail, as being the latest expression of the testator’s mind and purpose, is in a great measure a technical rule of construction, and is not always adhered <o. Where the latter portion of a will contains specific directions or bequests, apparently inconsistent with a previous general gift, it is often if not always necessary to qualify the latter by the former, in order to effectuate the manifest intention of the testator. It is a rule without exception, and which is not subject to any criticism, that the testator’s intention is to be observed, when it can be collected from the whole will, and that no part of the will is to be rejected, if it can stand consistently with the residue, and with the general intention disclosed by the whole instrument. In the present case, the testator, Daniel Case, died in 1857, leaving a family consisting, so far as appears, of a widow advanced in life, a daughter married, two graud-ehildren, sons respectively of a decased daughter and son, and the widow of such son.

Daniel Case left a will, by the first clause of which he gives to his widow, the defendant, Julia Case, the use, occupation and income of all his estate, both real and personal, during her natural life. He next, and immediately, [548]*548proceeds to give to his grandson Jesse A. Case, the sum of two thousand dollars, to be paid to him when he arrives at the age of twenty-one years; the interest to be applied to his education and support, in such sums and at such times as his guardian may think proper, and the principal to be paid him after' he arrives at the age of twenty-one, or at the discretion of said guardian. Then follows a similar bequest, of a like amount, to his grandson Daniel 0. Budd. The will declares that these bequests are to revert and fall back into the estate, if the legatees should die before they arrive at majority, and the testator directs the guardians of the grand-children, in the event of such death, to pay over all moneys in their hands arising from principal or interest of such bequests, to the testator’s daughter, Frances J. Anderson, who is subsequently made the residuary devisee and legatee. This direction may imply that the testator considered that the life estate of his widow would be determined before these moneys would become payable by the guardians of his grand-children, and affords some support to the construction that none of the legacies are payable until the death of the widow. But the "testator probably reasoned upon natural probabilities and the chances of human life, in the expectation which was in his mind when he inserted this clause in his will. Besides, the clause is qualified by a subsequent limitation, which gives the share of each child, if he die before twenty-one, to the children of such child, if.he leave any, and only in the event of the death of either without issue, to the residuary legatee.

After the clauses which have now been adverted to, follows an absolute bequest to Nancy, widow of the testator’s son Jesse, of two hundred and fifty dollars, to which no time of payment is set. Then comes the residuary devise and bequest of all the estate after the death of the widow, to the testator’s daughter, Frances J. Anderson, in fee. The testator adds the clause which I have mentioned, mod[549]*549ifying the bequest to his residuary legatee of the amount given to his grandsons, in the event of their dying before they came of age, so that if either leave children, such children are to take their father’s share. This is all which the will contains, except the appointment of executors.

It is manifest that the testator intended, by his legacies to his two grand children, to provide for their support during their minority, and their education. The facts admitted by the pleadings as to the situation of the family, go to strengthen this conclusion; but the inference is irresistible from-the will itself. The interest of the legacies is directed to be applied to the education and support of the minors, in such sums and at such times as their guardians should think proper, during their minority, while the principle is to be paid to them when they become twenty-one years of age.

If the construction contended for by the widow be correct, this intention must have been entirely disappointed, unless she should have happened to die very speedily; and according to the fact as it has turned out, and the ordinary probabilities of life, it has been defeated, and -will continue be of no effect for at least a considerable period, and that the period in which the children are likely, if at all, to be in need of their ancestor’s bounty. On the other hand, if we hold these legacies to be given out and out, and taken from the widow’s interest in the estate, still that will not defeat the provision for her. The two clauses are not repugnant altogether, but that for the benefit of the children is inconsistent, so far as it goes, with the literal import of the legacy to the widow.

The courts have gone a great way in construing and limiting clauses in wills which are apparently repugnant, and effectuating the intention of the testator, in spite of the apparent contradiction. In Sherrut agt. Bentley, (2 Myl. & K., 149,) after certain legacies, there was a devise of all the testator’s real and personal estates “ unto his wife, her [550]*550heirs, executors, administrators and assigns forever.” The testator directed that none of the legacies should be payable until twelve months after his wife’s death. He then gave some other legacies, and then proceeded to devise the residue of his real and personal estate to certain other persons, to be equally divided among them at the decease of his wife. Sir John Leach, M. R, and after him, Lord Brougham, on appeal, held that the will must be construed to give the wife only an estate for life, and to give the property over to the persons named afterwards, in spite of the clear and even technical language of the devise to the wife.So where a testator, after devising the whole of his estate to A., devises Blackacre to B., the latter devise is to be read as an exception to the first. (Cuthbert agt. Lemprier, 3 M. & S., 158.) Authorities of similar purport might be accumulated, but these are sufficient to show the manner in which the courts have dealt with such cases.

Applying such principles to the present will, the result will be that the legacies to the children must be treated as exceptions to the provision for the wife. Otherwise the express directions of the testator as to the time and manner of payment, and his manifest purpose in providing for his grand children would be entirely disappointed. These legacies are given for a declared purpose, and there is a direction as to the application of the fund, which is as express and specific as the gift, and which is intended to serve that purpose.

The legacies to the grand children are vested and absolute. The gift is to the children; payable when they attain twenty-one, and the interest is given for their benefit in the meantime. It is just as unqualified in terms, and as explicit as to the time of payment as the devise to the widow. This feature in the case distinguishes it from Bouditt agt. Young, which is reported before Mr. Baron Price and Lord Ch. Parker, in 9 Mod., 93, and in the House of Lords in 5 Bro. P. C., 54. There, after a general gift of [551]

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Bluebook (online)
23 How. Pr. 546, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heard-v-case-nysupct-1861.