In re the Estate of Derby

180 A. 216, 13 N.J. Misc. 562, 1935 N.J. Misc. LEXIS 24
CourtCamden County Surrogate's Court
DecidedJuly 13, 1935
StatusPublished
Cited by2 cases

This text of 180 A. 216 (In re the Estate of Derby) is published on Counsel Stack Legal Research, covering Camden County Surrogate's Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re the Estate of Derby, 180 A. 216, 13 N.J. Misc. 562, 1935 N.J. Misc. LEXIS 24 (N.J. Super. Ct. 1935).

Opinion

Neutze, C. P. J.

The Camden Safe Deposit and Trust Company, substituted trustee under the will of the testator, Charles E. Derby, has filed its final account, which was duly allowed by this court, and now petitions for a decree of distribution under the terms of the will.

The testator, Charles E. Derby, died testate in 1901 with inter alia, the following provision in his will:

“I give and devise unto my grandson Charles Derby Milton during his natural life, the income from twenty-five thousand dollars, the said sum to be invested by my executor and trus[563]*563tee, or the survivor of him, and the income thereof, to be paid by him, at such times as he may think proper; and after the death of the said Charles Derby Milton, I give, devise and bequeath the said sum of twenty-five thousand dollars, to his child or children, share and share alike, and should the said Charles Derby Milton die without leaving-issue suj-viving him, then and in such case I direct my executor and trustee, or the survivor of him, to divide the said sum of twenty-five thousand dollars, among the heirs of my brother John L. Derby and the heirs of my two sisters, Caroline M. Clark and Ann Mary Jennison, respectively.”

The facts that exist to-day give rise to a dispute as to the intention of the testator in respect to this clause.

The life tenant, Charles Derby Milton, died in August, 1934, without leaving issue. Therefore the latter portion of this bequest becomes operative in favor of the substitutionary legatees. Such legatees are the heirs of the testator’s brother and two sisters. Briefly reiterating such bequest verbatim from the will, it reads, “to divide the said sum of twenty-five thousand dollars, among the heirs of my brother John L. Derby, and the heirs of my two sisters Caroline M. Clark and Arm Mary Jennison respectively.”

At the time of the death of the life tenant, the testator’s brother and sisters were all deceased. The brother, John L. Derby, predeceased the testator leaving no issue but only the two children and one grandchild of his two sisters are his heirs. The testator’s sister, Caroline Clark, died in 1915, survived by her daughter, Alice Pratt, and a granddaughter, Josephine Ward, who is a daughter of a deceased son, Charles Clark, by name. The testator’s sister, Ann Mary Jennison, died in 1916, survived by a sole son, iElden Jennison.

The heirs of testator’s sister, Caroline Clark, contend that this substitutionary bequest should be divided per capita among all the heirs of the brother and sisters. This would provide for a one-third distribution to the three parties concerned.

The heir of testator’s sister, Ann Mary Jennison, contends on the other hand, that a per stirpes division is what the [564]*564testator intended and the heirs take under the measurement of representation. This construction would inure to the benefit of this particular legatee by ultimately giving him one-half of the fund.

The “heirs” of a person are never capable of being determined until that person dies. In this case, the brother and sisters are all deceased at the time of the death of the life tenant, who died without leaving issue. Therefore the estate may at this time be distributed among the “heirs” of the brother and the heirs of the two sisters respectively. The question is—did the testator intend to divide his estate “per stirpes” or “per capita” among the various heirs.

In determining the intention of the testator in each particular will, the court looks at the provisions of the will as a whole and attaches a natural meaning to the words used (Holcomb v. Lake, 24 N. J. L. 686; Stout v. Cook, 77 N. J. Eq. 153; 75 Atl. Rep. 583; Woodruff v. White, 79 N. J. Eq. 225; 81 Atl. Rep. 1134; affirming 78 N. J. Eq. 410; 79 Atl. Rep. 304), unless, of course, the words used have a legal connotation in which case the testator is presumed to know that that meaning will be attached to his words if nothing further is said in the will to show a contrary intention. Supp v. Second National Bank and Trust Co., 98 N. J. Eq. 242; 130 Atl. Rep. 549; Bonnell's Ex’rs v. Bonnell, 47 N. J. Eq. 540; 20 Atl. Rep. 895.

The testator, Charles B. Derby, intended that the heirs of his brother and two sisters were to take “per stirpes” and not “per capita.” Aside from the fact that whenever the question has arisen as to whether the testator intended a “per stirpes” or “per capita” distribution, the courts have adopted the former construction if the testator has not clearly shown his intention. In this case the testator has actually manifested an intention to have the bequest distributed “per stirpes.”

Negativing the possibility that the testator intended to create as one class of legatees, the heirs of the testator’s brother and as the second class the heirs of the two sisters, the most reasonable construction of the words actually used [565]*565by the testator is that the testator intended to constitute the heirs of his brother, John L. Derby, as one class, the heirs of his sister Caroline M. Clark as a second class and the heirs of his sister Ann Mary Jennison as a third class.

This intention is manifested by the creation of a skeleton of the phrase actually used by the testator as follows: “among the heirs of my brother * * * and the heirs of my two sisters * * * respectively.” Particular notice attaches to the words “heirs,” “two” and “respectively.”

The word “heirs” has been denoted as meaning “representation” if all the legatees are not in equal relationship unless the testator has evidenced a contrary intention in his will. In New Jersey, this rule applies equally in cases where the heirs take an original bequest as when they take as substituted beneficiaries. Leavitt et al. v. Dunn, 56 N. J. L. 309; 28 Atl. Rep. 590.

If the testator had seen fit to put a different construction upon the word “heirs” he could have said “to be divided among the heirs equally,” or of like import. In such cases, the testator manifests an intention that a “per capita” distribution is intended even though the heirs are of unequal degree. But lacking such manifest intention, where a testator makes a bequest to heirs and they are not in equal degree, those who take, take by representation or per stirpes. Scudder v. Van Arsdale, 13 N. J. Eq. 109; Smith v. Palmer, 7 Hare 225; Welsh v. Crater, 32 N. J. Eq. 177. The testator could have manifested a division of his estate “per capita” by using the word “children.” This he did not do and the court is bound by the terms he has actually used. In the case of Roome v. Counter, 6 N. J. L. 111 (at p. 114), Chief Justice Kirkpatrick said, “* * * and besides the bequest is not to the children of Peter but to his heirs, a term which always carries with it the idea of representation, which the term children does not.”

In the bequest now under construction it was only to heirs of unequal degree with no further directions. It clearly comes within the cases adopting the construction of such terms to be a “per stirpes” and not a “per capita” bequest.

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Bluebook (online)
180 A. 216, 13 N.J. Misc. 562, 1935 N.J. Misc. LEXIS 24, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-derby-njsurrctcamden-1935.