In Re Dungan's Estate

73 A.2d 776
CourtSuperior Court of Delaware
DecidedApril 4, 1950
StatusPublished
Cited by1 cases

This text of 73 A.2d 776 (In Re Dungan's Estate) is published on Counsel Stack Legal Research, covering Superior Court of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Dungan's Estate, 73 A.2d 776 (Del. Ct. App. 1950).

Opinion

73 A.2d 776 (1950)

In re DUNGAN'S ESTATE.

Superior Court of Delaware, New Castle.

April 4, 1950.

George T. Coulson, Wilmington, for claimant.

William Poole, Wilmington, for the trustee.

Henry Van der Goes, Wilmington, for the executor.

RICHARDS, C. J., Terry, J., sitting.

*778 RICHARDS, Chief Justice.

In the letter which Mr. Dungan wrote to Mrs. Snyder, dated May 15, 1941, he told her what he wanted to leave her in his will, namely, "the securities Aunt Bess left me or their equivalent, they amounted to $3477.50 in the 1941 Tax return", but that had no binding legal effect upon him or his estate. The same may be said of the notation in Mr. Dungan's handwriting on the envelope of the brokerage firm of Spitzer, Rorick and Company, found among his effects after his death, neither Mr. Dungan nor his estate were legally bound by it. If no mention had been made of Mrs. Snyder in his will and codicil, she would not have been in a position to make a claim against his estate, and the question involved in this appeal would not be before the court.

It is contended on behalf of the claimant Snyder, that it does not clearly appear what consideration was given this letter and notation by the Orphans' Court.

Our statute of wills, which is found at paragraph 3705 of the Code of 1935, contains the following requirements; "Every will, whether of personal or real estate, must be in writing and signed by the testator, or by some person subscribing the testator's name in his presence, and by his express direction, and attested and subscribed in his presence by two or more credible witnesses, or it shall be void". By no stretch of the imagination can it be said that the letter and notation above referred to meet the requirements of the statute and can be considered a will.

The only effect which could be given to either the letter or the notation would be to explain the intention of the testator at the time he executed his will on January 17, 1942, and the codicil thereto on July 22, 1943. In this connection it should be kept in mind that the letter to Mrs. Snyder was dated May 15, 1941, prior to the execution of both the will and codicil. It does not appear from the record when the notation on the envelope was made, but the Atlantic Refunding 3½ percent 4½ percent bond were not called until December 1944, which was after the execution of both the will and codicil, and the Borough of Lodi New Jersey 3¾ percent Refunding Bonds were not bought until after that time.

The purpose of all rules for the construction of wills is to determine the intention of the testator.

It is the duty of the Court to ascertain the intentions of the testator when called upon to construe a will. In discharging this duty it should examine the entire will and learn from the language used the real intent and meaning which the testator desired to convey. Bird v. Wilmington Society of Fine Arts, Del. Sup., 43 A.2d 476.

The general rule is that a will speaks from the time of the death of the testator. Where it appears from the will, however, that the testator intended it should speak from some other time, that intention shown by the will prevails. Harris v. Harris, 97 N.J.Eq. 190, 127 A. 108. Bird v. Wilmington Society of Fine Arts, supra.

The letter written by Mr. Dungan to Mrs. Snyder, and the notation in his handwriting on the envelope of the brokerage firm of Spitzer, Rorick & Company, were offered in evidence to show his intention at the time he executed his will and codicil.

The Courts of this state have long been held that parol evidence is not admissible to add to, vary or explain a written instrument. Hearn v. Ross, 4 Har. 46; Sussex Trust Company v. Polite, 12 Del. Ch. 64, 106 A. 54; Winkler v. Woodruff, *779 21 Del.Ch. 147, 182 A. 409; Bird v. Wilmington Society of Fine Arts, supra. In Hearn v. Ross, it was said that if a paper executed with the formalities required by the statute of wills, could be varied by parol, it would repeal the statute.

The author states the rule in 4 Page on Wills, at Section 1625, in the following language:

"Evidence of testator's declarations, whether made before or after the will. including _________ those declarations which are in writing, if not executed in accordance with the Statute of Wills, are inadmissible to show testator's actual intention, apart from, in addition to, in opposition to the legal effect of the language which is used by him in the will itself".

Relying upon these authorities, we feel that the letter and notation are not admissible in evidence to show the intention of the testator apart from, in addition to, or in opposition to the legal effect of the language used by him in the will.

The language used by the testator in item three of his will clearly shows that he intended Mrs. Snyder to have the sum of $3700, regardless of where it came from or independent of any property that he may have owned at the time. This constituted a general legacy payable out of any funds in his estate.

It is contended that the Orphans' Court erred in holding that the gift of 3000 Atlantic City 3½-4½ bonds made by the codicil to the testator's will constituted a specific legacy.

Generally speaking, a legacy is a testamentary gift of personal property, and may be classified as specific, demonstrative or general.

A specific legacy is defined in 57 American Jurisprudence, at page 935, Section 1401, "as a bequest of a particular individualized chattel, fund, or portion of the testator's personal estate, which is set apart from the balance of his property and which is differentiated from all other articles or funds of the same or a similar nature". A general legacy is defined by the same authority on page 936, Section 1402, as, "one which is designated primarily by quantity or amount and which may be satisfied out of the general assets of the tesator, without the necessity of delivering any particular chattel or fund to the legatee".

We are called upon to determine in this case in which of the above defined classes the testator intended the legacy to Mrs. Snyder should be included.

Some of the early decisions were inclined to take the position that the intention of the testator was immaterial in ascertaining the classification of a legacy, and that by using certain words in connection with existing circumstances, it was possible to characterize a legacy as being general or specific. Today, however, the authorities are in general agreement that in order to ascertain the nature of a legacy, it is necessary to ascertain and give effect to the intention of the testator. In determining what this intention is it is not sufficient to consider merely the language by which the legacy is set forth, but the language of the entire will must be considered and the circumstances to which the testator was subjected at the time of its execution.

Sussex Trust Co. v. Polite, supra; Winkler v. Woodruff, supra; Norris v. Executors of Thomson, 16 N.J.Eq. 542; Kenaday v. Sinnot, 179 U.S. 606, 21 S.Ct. 233, 45 L.Ed. 339; Nusly v. Curtis, 36 Colo. 464, 85 P. 846, 7 L.R.A.,N.S., 592, 118 Am.St. Rep. 113, 10 Ann.Cas. 1134; In re Ferreck's Estate, 241 Pa. 340, 88 A. 505; Henderson v. First Nat. Bank, 189 Ga. 175, 5 S.E.2d 636, 128 A.L.R. 816; Maxim v. Maxim, 129 Me. 349, 152 A. 268, 73 A.L.R. 1244; Griffith v. Adams, 106 Conn. 19, 137 A. 20.

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73 A.2d 776, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-dungans-estate-delsuperct-1950.