In Re Estate of Lois Glover, Deceased. Mary Glover and Alice Glover v. Harry Taylor

463 F.2d 1238, 150 U.S. App. D.C. 147, 1972 U.S. App. LEXIS 9882
CourtCourt of Appeals for the D.C. Circuit
DecidedApril 27, 1972
Docket71-1074
StatusPublished
Cited by7 cases

This text of 463 F.2d 1238 (In Re Estate of Lois Glover, Deceased. Mary Glover and Alice Glover v. Harry Taylor) is published on Counsel Stack Legal Research, covering Court of Appeals for the D.C. Circuit 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 Lois Glover, Deceased. Mary Glover and Alice Glover v. Harry Taylor, 463 F.2d 1238, 150 U.S. App. D.C. 147, 1972 U.S. App. LEXIS 9882 (D.C. Cir. 1972).

Opinion

TAMM, Circuit Judge:

We are asked to decide whether § 45-201 of the District of Columbia Code, 1 applies to the construction of the will of Lois Glover, deceased, and whether this will created a fee simple estate or merely a life estate in Mary and Alice Glover. 2 We find that the statutory provision in question does apply and that testatrix has created only a life estate in appellants.

This is an action for a will construction which has been brought by Mary and Alice Glover (hereinafter “appellants”). A cross-petition for construction was filed by Joseph Glover, son of the testatrix and father of the minor children, testatrix’s grandchildren, who also claim to hold a fee simple subsequent to the prevailing life estate. The District Court appointed a guardian ad litem to represent the interests of the minor children. Judge Gasch heard oral argument on the cross-motions for summary judgment and ruled that Joseph Glover’s minor children were bequeathed and devised title to the real estate in fee simple.

The sections of the will in dispute are items four and five. They read as follows:

ITEM IV: I give, bequeath and devise unto MARY GLOVER, ALICE GLOVER and DOROTHY GLOVER as joint tenants with rights of survivorship all of my right, title and interest in my residence at 5618 Nevada Avenue, Washington, D.C., (subject to any indebtedness that may be due on said residence at the time of my demise) with sufficient furnishings for-pleasant living for their use during their lifetime according to the wisdom *1240 of my Executors 3 in conformance with my known desires. It is my desire and hope that this residence will be kept intact and will continue to be used as a home for those who have served me.
ITEM V: MARY, ALICE and DOROTHY GLOVER have willed that at their demise, or at their desire, the residue of my estate shall go to my grandchildren by my son JOSEPH GLOVER: two thirds to his firstborn —my namesake JANICE LOIS GLOVER — and the other third to be divided equally among the remaining children of JOSEPH GLOVER. If there are no other children of JOSEPH GLOVER, then my entire remaining estate shall go to JANICE LOIS GLOVER when she is of legal age, with JOSEPH GLOVER as guardian until she be of legal age.

Dorothy Glover gave a quitclaim deed to Mary and Alice Glover prior to the commencement of this action. 4

Appellants contend that the opinion rendered by the District Court disregarded D.C.Code section 45-201 which is set out in footnote one. They assert that “[t]he court’s ruling made no mention of the applicability of the Statute 45-201 of the D.C.Code . ” (Br. for Appellant at 4.) There is no question in our minds as to the applicability of the statute in this case. It is clearly applicable, however, this finding does not vest fee simple title in Mary and Alice Glover. The court must now determine whether appellants were indeed devised a fee simple estate or whether there was a contrary intention on the part of the testatrix.

Of all of the cardinal principles of will construction the foremost is that the intent of the testator must reign supreme.

It is a basic principle of probate law that a court should effectuate the wish of a testator as expressed in a valid will unless it is contrary to the law.

Berryman v. Riggs National Bank of Washington, D. C., 131 U.S.App.D.C. 42, 43, 401 F.2d 993, 994 (1968). Similarly, in Stone v. Stokes, 82 U.S.App.D.C. 299, 303, 163 F.2d 704, 708 (1947), quoting, Covenhoven v. Shuler, 2 Paige, N.Y., 122, 130, 21 Am.Dec. 73, we stated that:

“. . . The great and leading principle in the construction of wills is that the intention of the testator, if not inconsistent with the rules of law, shall govern, and that intent must be ascertained from the whole will taken together, and no part thereof to which meaning and operation can be given, consistent with the general intention of the testator, shall be rejected. . When the words of one part of a will are capable of a twofold construction, that should be adopted which is most consistent with the intention of the testator, as ascertained by other provisions in the will; and when the intention of the testator is incorrectly expressed, the court will effectuate it by supplying the proper words.” 5

*1241 Thus we are left to determine the intent of our testatrix. Despite the large number of will construction eases which we have to look to for guidance each such case is difficult to decide. The difficulty comes from the task of determining testatrix’s intent. Courts use the words “testator’s intent” as if they were some sort of mystical incantation; yet all too frequently the words have gone undefined. In 1950 Judge Prettyman defined “testator’s intent” in the following terms:

It has been recited times without number that the first and conclusive rule in construing a will is to ascertain the intent of the testator. But in the reported cases from the earliest times the application of the rule has been surrounded with almost incredible fog. The rule is a mandate of the most practical sort. It concerns the mind of the testator, whoever he may have been, and means that the court is to find out what the testator meant to do with his property. Too frequently “the intent of the testator” is treated as a legal abstraction, or as the deduction most agreeable to trained legal minds. It is neither. The intent of a testator is what the testator had in mind.

Baker v. National Savings and Trust Co., 86 U.S.App.D.C. 161, 162, 181 F.2d 273, 274 (1950). Determining just what the testator had in mind is still perplexing. There are no hard core rules to follow 6 and disposition of similar cases is not always helpful. 7 Similarly, resorting to the fixed rules of the Restatement of Property relating to construction 8 is of questionable value.

A reading of Lois Glover’s will is not totally satisfactory in determining testatrix’s intent. It is not clear, on the face of the will, as to whether testatrix intended to leave appellants a fee simple or merely a life estate with a fee simple estate being granted to the testatrix’s grandchildren at the expiration of the life estate. In reading ITEM IV of the will alone, it does appear that appellants were either devised a fee simple or perhaps a life estate. 9 However, when one reads the entire will, as an entity, it appears that testatrix intended only to provide appellants a life estate with the fee simple going to her grandchildren.

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Bluebook (online)
463 F.2d 1238, 150 U.S. App. D.C. 147, 1972 U.S. App. LEXIS 9882, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-lois-glover-deceased-mary-glover-and-alice-glover-v-cadc-1972.