In Re Estate of Foss

202 A.2d 554, 160 Me. 214
CourtSupreme Judicial Court of Maine
DecidedJuly 17, 1964
StatusPublished
Cited by2 cases

This text of 202 A.2d 554 (In Re Estate of Foss) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Foss, 202 A.2d 554, 160 Me. 214 (Me. 1964).

Opinion

Webber, J.

This was an appeal from the Probate Court by agreement of the parties on an agreed statement of facts under the provisions of R. S., Chapter 153, Section 32, as amended.

Charles Otis Foss died testate on March 3, 1963 survived by his widow but leaving neither issue nor kindred. The widow and testator were living together at his decease. His *215 entire estate consists of personal property. His will made certain specific bequests including some provision for Ms widow with an ultimate remainder over to charitable beneficiaries, one of which is appellant here. The widow seasonably waived the will and the corporate executor petitioned for determination of the extent of her interest after waiver. The Probate Court determined that she was entitled to the entire net estate to the exclusion of all other takers named in the will. The court on appeal is required to interpret the provisions of R. S., Chap. 170, Secs. 14 and 20.

R. S., 1944, Ch. 156, Sec. 1, Subsec. I provided (as to descent of real estate) in part: “If no kindred, the whole to the widow.” Sec. 20 (as to descent of personal property) provided that “the residue shall be distributed * * * by the rules provided for the distribution of real estate.” Sec. 14 provided (as to the share of a widow who waived the provisions of a will) that she would take “the same distributive share * * * as is provided by law in intestate estates.” By reference to Secs. 1 and 20 therefore the widow waiving the will, there being no kindred, took all.

P. L., 1945, Chap. 76 added an exception to R. S., 1944, Chap. 156, Sec. 14 in these terms: “Except that if such testator, or testatrix, died leaving no kindred, such widow or widower shall have and receive the same * * * distributive share of the real and personal estate of such testator or testatrix as is provided by law in intestate estates of persons deceased who die leaving kindred.” (Emphasis ours.) After this amendment the widow’s waiver produced the same share for her that she would have received by intestacy if the decedent left kindred but less than she would have received by intestacy if the decedent left no kindred. Stated otherwise, a widow could thereafter under no circumstances receive by mere waiver a distributive share of the net personal estate in excess of one-half thereof. This *216 provision was designed to protect the right of a testator to dispose effectively of at least one-half of his net personal estate without risk that his dispositive actions could be negated by action of his surviving spouse.

R. S., 1944, Chap. 156, Sec. 1, Subsec. I was amended by Í?. L., 1949, Chap. 439 to provide in part that in the case of intestacy where the decedent left no issue, his widow who lived with decedent at the time of his death would take up to $5,000 plus one-half of the remaining net estate in competition with his kindred. Subsequent references in this opinion to the “widow” will pertain only to widows who otherwise qualify as having lived with the decedent at the time of his death, such decedent having left no issue.

The revision of 1954 incorporated the provisions above described into Chap. 170, Secs. 1, 14 and 20. The $5,000 preferential share of the widow was increased to $10,000 by P. L., 1957, Chap. 290. The 1957 amendment, however, went further and provided in part with respect to the rules of descent of personal property, no issue surviving (amending R. S., Chap. 170, Sec. 20) as follows:

“B. If the residue found by the probate court was more than $10,000, the sum of $10,000, and of the remaining personal property, % to the widow and 1/2 to the next of kin of equal degree, not beyond kin in the 2nd degree. If no such kindred, the whole of the remaining personal property to the widow.”

No effort was made by the legislature to change the waiver section by direct amendment and it must now be determined what effect the above quoted change in the rules of descent had upon the waiver section and particularly upon the exception inserted into that section in 1945. All agree that since the determination of the shares to be distributed under the waiver section are by its terms dependent upon the provisions of the sections dealing with the distribution of shares in intestate estates, changes in the latter necessarily *217 affect the former and they cannot be considered or construed independently.

The view taken by the court below and asserted by the appellee here is that the exception adopted in P. L., 1945, Chap. 76 and now appearing as part of R. S., Chap. 170, Sec. 14 was repealed by implication arising from its inconsistency with the provisions of P. L., 1957, Chap. 290. The appellant urges that the manifest intention of the legislature was to amend R. S., Chap. 170, Sec. 14 by implication so that “leaving kindred” as used in the exception would now read “leaving kindred within the 2nd degree.” Both parties recognize that since 1957 the exception can no longer be literally applied in the situation in which the testator leaves no kindred whatever. The word “kindred” therein becomes meaningless when resort is had as it must be to Sec. 20. There remains unanswered the question “what kindred” or “what degree of kindred” since Sec. 20 now recognizes two classes and deals with them differently. We have no alternative therefore to seeking the general legislative intent and purpose with respect to Secs. 1, 14 and 20 read and construed together.

We may not overlook the fact that while in its several amendments of the intestacy sections the legislature clearly evidenced a policy of liberalizing benefits to the surviving spouse, its retention of the 1945 exception in the waiver section evidenced just as clearly a policy of imposing certain restrictions on such benefits except in estates of modest size. In short, the spouse competing with the decedent’s more remote kindred in an intestacy situation was favored to a greater extent than was a spouse competing with the named objects of a testator’s bounty for shares in substantial estates.

The obvious policy and purpose underlying the 1945 exception was, as already noted, to assure that a testator could dispose of a portion of his estate with some certainty that *218 his wishes would be carried out, and that it would not lie within the power of his widow to destroy utterly his testamentary plan. If the 1957 amendment has repealed the exception by implication, no testator would have such assurance in the future. This would be a drastic and far reaching change in legislative policy which we would expect to find accomplished by direct amendment of the waiver statute (Sec. 14) itself rather than by such an oblique approach as the mere amendment of the descent statutes (Secs. 1 and 20). It seems to us more probable that the legislature inadvertently omitted the amending of Sec. 14 in such a way as to conform it to the changes made in Secs. 1 and 20 and preserve the policy of limiting to some degree the power of a surviving spouse to defeat the wishes of a testator. Such a result is accomplished if we treat the direct amendment of Secs. 1 and 20 as an amendment by implication of Sec. 14 to which it is so closely related by reference. Thus amended, the applicable portion of Sec. 14 would be construed as though it read:

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In Re Estate of Gonzalez
2004 ME 109 (Supreme Judicial Court of Maine, 2004)
Mundy Ex Rel. Pamela v. Simmons
424 A.2d 135 (Supreme Judicial Court of Maine, 1980)

Cite This Page — Counsel Stack

Bluebook (online)
202 A.2d 554, 160 Me. 214, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-foss-me-1964.