Heyer v. Bulluck

210 N.C. 321
Supreme Court of North Carolina·Decided June 15, 1936·Published·Cited by 91 cases

Opinion

Stacy, C. J.

The cardinal principle in the interpretation of wills is to discover the intent of the testator, looking at the instrument from its four corners, and to give effect to such intent, unless contrary to some rule of law or at variance with public policy. Jolley v. Humphries, 204 N. C., 672, 167 S. E., 417; Ellington v. Trust Co., 196 N. C., 755, 147 S. E., 286; Westfeldt v. Reynolds, 191 N. C., 802, 133 S. E., 168; Whitehurst v. Gotwalt, 189 N. C., 577, 127 S. E., 582; Witty v. Witty, 184 N. C., 375, 114 S. E., 482; 28 R. C. L., 211. “The will must be construed, Taking it by its four corners’ and according to the intent of the testator as we conceive it to be upon the face thereof and according to the circumstances attendant. We can derive but little help from adjudicated cases upon facts more or less different from those in this ease, for hardly ever can the facts and the language be identical in any two cases. In the construction of a will, therefore, ‘Every tub stands upon its own bottom,’ except as to the meaning of words and phrases of a settled legal purport. The object is to arrive at, if possible, the intention and meaning of the testator as expressed in the language used by him” — Ciarle, C. J., in Patterson v. McCormick, 181 N. C., 311, 107 S. E., 12. This rule has been so often stated and reiterated that Brogden, J., in Clement v. Whisnant, 208 N. C., 167, 179 S. E., 430, laconically remarked: “Of course, it is to be conceded that the intent of the testatrix should be the guide to courts. However, this process of probing the minds of persons long in their graves as to what they meant by words used when they were alive is, at best, no more than guesswork. Courts and text-writers have undertaken in some instances to make it highly scientific and specialized guesswork, but it remains guesswork nevertheless.”

The same thought was expressed by Judge Story in Sisson v. Seabury, 1 Sumn., 235, Fed. Cas., No. 12, 913, in somewhat similar fashion: “The difficulty of construing wills in any satisfactory manner renders this one of the most perplexing branches of the law. The cases almost overwhelm us at every step of our progress; and any attempts even to classify them, much less to harmonize them, is full of the most perilous labor. Lord Eldon has observed that the mind is overpowered by their multitudes, and the subtlety of the distinctions between them. To lay down any positive and definite rules of universal application in the interpretation of wills must continue to be, as it has been, a task, if not utterly hopeless, at least of extraordinary difficulty. The unavoidable imperfections of human language, the obscure, and often inconsistent, expressions of intention, and the utter inability of the human mind to foresee the possible combinations of events, must forever afford an ample field for doubt and discussion, so long as testators are at liberty to frame their wills in their own way, without being tied down to any technical [326]*326and formal language. It ought not, therefore, to surprise us, that in this branch of the law the words used should present an infinite variety of combinations, and thus involve an infinite variety of shades of meaning, as well as of decision.”

It is likewise established by the authorities that in determining this intent, the court should place itself as near as practicable in the position of the testator, and where the language is ambiguous, or of doubtful meaning, it should take into consideration his situation, how he was circumstanced, and what effect known forces had upon him at the time the will was executed. Raines v. Osborne, 184 N. C., 599, 114 S. E., 849; Ripley v. Armstrong, 159 N. C., 158, 74 S. E., 961; Smith v. Lbr. Co., 155 N. C., 389, 71 S. E., 445; Freeman v. Freeman, 141 N. C., 97, 53 S. E., 620; Bunting v. Harris, 62 N. C., 11. The rule was stated in Herring v. Williams, 153 N. C., 231, 69 S. E., 140, by Manning, J., as follows: “The primary purpose of the courts, when a will is presented for construction, is to ascertain the intention of the testator from the language used by him. In ascertaining such intention, the entire will must be considered, and it is competent to consider the condition of the testator’s family, how he was circumstanced, and his relationship to the objects of his testamentary disposition, so as nearly as possible to get his viewpoint at the time the will is executed.”

Every expression, to be correctly understood, ought to be considered with a view to the circumstances of its use. Cole v. Fibre Co., 200 N. C., 484, 157 S. E., 859. “A word is not a crystal, transparent and unchangeable; it is the skin of a living thought and may vary greatly in color and content according to the circumstances and the time in which it is used,” says Mr. Justice Holmes in Towne v. Eisner, 245 U. S., 418. General or particular meaning-content, therefore, may be imputed to words and phrases according to the purposes sought to be accomplished. S. v. Bank, 193 N. C., 524, 137 S. E., 593. And in order to arrive at the intention of the testator, “the court may reject, supply, or transpose words and phrases.” Washburn v. Biggerstaff, 195 N. C., 624, 143 S. E., 210.

Again, it is settled that in this quest for the intention of the testator, resort must first and last be had to the language used by him. Herring v. Williams, supra; Pilley v. Sullivan, 182 N. C., 493, 109 S. E., 359. General provisions are to prevail over minor and apparently inconsistent expressions (Raines v. Osborne, supra), but in the end the intention must appear from the text and context of the will itself. Williams v. Best, 195 N. C., 324, 142 S. E., 2; Carroll v. Herring, 180 N. C., 369, 104 S. E., 892; Campbell v. Crater, 95 N. C., 156. Greater regard is to be given to the dominant purpose of the testator than to the use of any particular words, yet the intent is to be deduced from the will as [327]*327written. Allen v. Cameron, 181 N. C., 120, 106 S. E., 484; Ralston v. Telfair, 17 N. C., 255.

Summing up the law on the subject in McIver v. McKinney, 184 N. C., 393, 114 S. E., 399, Adams, J., delivering the opinion of the Court, said: “Nevertheless, it is generally conceded that in the construction of a will the cardinal purpose is to ascertain and give effect to the intention of the testator — not the intention that may have existed in his mind, if at variance with the obvious meaning of the words used, but that which is expressed by the language he has employed. The question is not what the testator intended to express, but what he actually expressed in his will, when all its provisions are considered and construed in their entirety,” citing as authorities for the position: Patterson v. Wilson, 101 N. C., 586; Francks v. Whitaker, 116 N. C., 518; Chewning v. Mason, 158 N. C., 579; Dunn v. Hines, 164 N. C., 114; Taylor v. Brown, 165 N. C., 157; McCallum v. McCallum, 167 N. C., 310.

It all comes to this: When a will is presented for construction, the intention of the testator is to govern, and this is to be ascertained from the language used by him. Trust Co. v. Cowan, 208 N. C., 236, 180 S. E., 87; Haywood v. Rigsbee, 207 N. C., 684, 178 S. E., 102; Scales v. Barringer, 192 N. C., 94, 133 S. E., 410; Gordon v. Phringhaus, 190 N. C., 147, 129 S. E., 187; Holt v. Holt, 114 N. C., 241, 18 S.

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