Holt v. Rice

54 N.H. 398
CourtSupreme Court of New Hampshire
DecidedJune 15, 1874
StatusPublished
Cited by1 cases

This text of 54 N.H. 398 (Holt v. Rice) 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
Holt v. Rice, 54 N.H. 398 (N.H. 1874).

Opinion

Isaac W. Smith, J.

In considering and disposing of this case, this court is sitting as the supreme court of probate; and the question is, whether the legal representatives of the legatee have precluded themselves absolutely by their act in receiving the legacy beqeathed to their intestate from further contesting the execution of the will.

[402]*402The doctrine, as applied by courts of equity in settling the rights of parties under the will after the same has been fully admitted to probate, with respect to the property to which the will applies, is well settled and familiar. It is, that one who has taken a beneficial interest under a will is thereby held to have confirmed and ratified every other part of the will, so that he will not be permitted to set up any right or claim of his own, however legal and well founded it may otherwise have been, which would defeat or in any way prevent the full operation of the will. Big. on Est. 578; 2 Redf. on Wills, ch. 14, sec. vi. The cases cited by Mr. Bigelow and also by Judge Redfield to the above proposition are all cases where the application of the will to the thing devised or bequeathed, and the rights of parties under it, was in question. To the same point are Hyde v. Baldwin, 17 Pick. 308, Hapyood v. Houghton, 22 Pick. 483, Smith v. Smith, 14 Gray 532, cited in the appellee’s brief. In no one of those cases is the effect of recovering a legacy while proceedings upon the probate of a will are pending, considered. They all relate to the doctrine of election. They all come to this, — that a legatee or devisee shall not be permitted to set up a claim inconsistent with or repugnant to the provision made for him in the will, and at the same time avail himself of the benefit which the testator undertook to confer by the will. The questions have arisen, not in courts of probate, but in courts of equity or courts of law, where there was no controversy as to the probate of the will.

The precise question before us seems hardly to have been touched by any American court. In the English practice the point occurs under the head of those entitled to cite the executor to prove the will per testes, or in solemn form, which exact form of proceeding is not found in most of the American states, although it is found in this state, and in Yirginia, Tennessee, and perhaps some other states. The authorities in those jurisdictions, where both forms of proof may be resorted to, are fully in point to show that one who has received a legacy under the proof in common form, may, by paying the amount received on his legacy into court, cite the executor to make proof in solemn form.

In Hamblett v. Hamblett, 6 N. H. 333, Parker, J., certainly recognizes in the most unequivocal manner the doctrine that a legatee who has received a.bequest under a will, by restoring to the executor what he has received, may afterwards contest the validity of the will. He says (p. 337), — “ It has been repeatedly held in the English ecclesiastical courts, that a legatee who has received a legacy by virtue of a will, must bring in the legacy before being permitted to contest the will. The will is founded in principles of justice, and seems to be sound law. The receipt of a legacy is, quoad the legatee, an affirmance of the will. It is acting under it, taking the benefit of it, and treating it as a valid instrument. Such affirmance, however, is not an absolute bar against the party seeking to contest the will, though under circumstances of delay, connected with other circumstances, it has been held to preclude the party from contesting the will afterwards. 1 Addams 375; 2 Phillemore 230, note b; Hoffman v. Norris.

[403]*403But if the party so having received a legacy afterwards desires to contest the will, there is great reason that he should tender to the executor, or bring into court, the amount received. The security of the executor may require this, and if the party can withhold it, he may at one and the same time treat the will as valid and invalid valid, as authorizing him to hold that portion of the estate to which he would be entitled under it, at the same time he is alleging that, from the insanity of the testator, or some other cause, it is wholly void and inoperative.

“In ordinary cases, therefore, when a party seeks to repudiate a will as insufficient, he must do so wholly and entirely by refusing, until it has been established, to receive the benefit of it; or, if anything has been received, by returning it to the executor, or placing it in the custody of the court, that the executor may have it in case the judgment should be against the validity of the will.” Bell v. Armstrong, 1 Addams, 365, and Braham v. Burchell, 3 Addams 243, are cited to this doctrine.

The doctrine is stated in 1 Jar. on Wills, 2d Am. ed., 214, as follows : A party who has received a legacy under a will, cannot be permitted to contest the validity of such will without repaying the amount of the legacy, or bringing the money into court; and the rule applies even if the party was a minor when the legacy was received ” — citing Hamblett v. Hamblett, and the English cases there referred to.

In Bell v. Armstrong (decided in 1822) the precise question was distinctly raised, and decided in favor of the right of the legatee to restore what he had received, and contest the will. Sir John Nicholl in that case says, — “Much is insisted in the protest on the brother’s acquiescence in the executor’s taking probate of the will. Now, without at all adverting to the grounds upon which that acquiescence is said to have been founded, I may observe, that a mere acquiescence (that is, an acquiescence accounted for by no special circumstances) on the part of the next of kin, to an executor’s taking probate, is no bar whatever to his calling it in, and putting the executor on proof of the will. If it were, no probate could be called in by a next of kin, unless immediately upon its becoming known to him that probate had been taken— the very contrary of which is matter of every day’s experience.

“ Nor, again, is acquiescence a bar, even though accompanied, as in this case, by a receipt of a legacy under the very will sought to be controverted. This has been determined in a great variety of cases. For instance, in that of Core and Spencer, which occurred here in 1796, where Spencer, the executor, was cited to bring in the probate of a will taken in 1788, eight years before, at the suit of Core, whose mother had received an annuity under that will for five of the eight years, and she, Core herself, her mother dying at the end of the fifth year, for the remaining three. Spencer, in that case, appeared under protest, as the executor has in this, and contended that Core was barred from putting him on proof of the will; but the court thought otherwise, and overruled the protest. That, however, was an infinitely [404]*404stronger case to build this argument upon than the present, if mere acquiescence and receipt of a legacy could bar. In the judgment delivered by my predecessor (Sir William Wynne) in the case of Core and Spencer, he adverted to various cases — Pyefinch v. Palmore, formerly Pyefinch, Prerog. 1767, Ashby v. Hay and Thrale, Prerog. 1768, Legge and others v. Brookman, formerly Cowdery, Prerog. 1777 — all authorities to the same point.

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Bluebook (online)
54 N.H. 398, Counsel Stack Legal Research, https://law.counselstack.com/opinion/holt-v-rice-nh-1874.