In Re the Estate of Fisler

30 A.2d 894, 133 N.J. Eq. 421, 1943 N.J. LEXIS 477
CourtSupreme Court of New Jersey
DecidedMarch 11, 1943
StatusPublished
Cited by43 cases

This text of 30 A.2d 894 (In Re the Estate of Fisler) is published on Counsel Stack Legal Research, covering Supreme Court of New Jersey 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 Fisler, 30 A.2d 894, 133 N.J. Eq. 421, 1943 N.J. LEXIS 477 (N.J. 1943).

Opinion

The opinion of the court was delivered by

Heher, J.

We are in accord with the conclusion of the learned Vice-Ordinary that Barnard Lorence, the adopted child of the testatrix’ great grandniece, Alice Keeler Lorence, is not entitled under the will to share in the trust corpus in substitution for his mother as her “lawful issue.” The opinion in this behalf is well-reasoned and altogether sufficient.

*423 While ever controlled by the context, the word “issue” signifies, prima facie, “heirs of the body;” and the statute ordains that an adopted child “shall not be capable of taking-property expressly limited to the heirs of the body of the adopting parent or parents, nor property coming from the collateral kindred of such adopting parent or parents by right of representation.” R. S. 1937, 9:3-9. The question here is essentially one of intent; and there is no indication whatever in the testament that the testatrix designed, by the use of the term “lawful issue,” to include those not of the blood among the objects of her bounty. The adoption took place some twenty-three years after her death.

Book's Case, 90 N. J. Eq. 549, is not controlling. There, the question considered was the legal relation of an adopted child to the adoptive parent as respects the provision of section 20 of the old Wills Act (Comp. Stat. 1910 p. 5865; R. S. 1937, 3:2-15); and the determination is obviously of no avail in the search for the intention of a testator who was a stranger to the adoption.

But we do not concur in the Yice-Ordinary’s view that the four children of Charles Wesley Keeler are entitled to share in this estate in remainder equally with their father as the “lawful issue” of the equitable life tenant.

The judicial interpretative function is to find the meaning of the testator as expressed in the language used, considered in the light of the attendant circumstances, and effectuate it. If the testamentary purpose is revealed by clear and unequivocal terms, there is no room for construction. Unless a contrary usage is evident from the context, the words of the testament are to be given their primary or ordinary sense. And technical uses and rules will not be permitted to subvert the obvious intention. Canons of construction are in aid of the testamentary intent; and they have no bearing where the testator’s design is declared in certain and unambiguous terms. The intention disclosed by the will in its entirety controls phraseology which, taken alone, would have a definite legal meaning. Dennis v. Dennis, 86 N. J. Eq. 423.

If not restrained by the context, the word “issue” is synonymous with descendants. It is nomen generalissimum; and, *424 in its primary, technical sense, it signifies grandchildren and all remoter descendants, and the distribution is per capita and not per stirpes. Weehawken Ferry Co. v. Sisson, 17 N. J. Eq. 475; Dennis v. Dennis, supra; Coyle v. Coyle, 73 N. J. Eq. 528; Inglis v. McCook, 68 N. J. Eq. 27. It is a rule of construction designed to advance and not defeat the testamentary object. If there be nothing more in a will touching the construction of the term “issue” than a “direction that the issue are to take the shares of their parents, that is enough to confine the general meaning of the word ‘issue’ to the particular meaning of children of that parent.” Pruen v. Osborn, 11 Sim. 132. To the same effect is Lehigh v. Norbury, 13 Ves. 340. See, also, Sibley v. Perry, 7 Ves. 522.

Here, the testamentary expression is free of ambiguity. The trust estate comprises corporate capital stock. The direction was that the income be paid to the testatrix’ grandniece, Eliza Mulford Keeler, during the term of her natural life, and that, upon her death, the shares “go to and be enjoyed by the lawful issue” of the equitable life tenant “in equal parts share and share alike, and if any of such issue be then deceased, leaving lawful issue, such issue” shall “take their parents share * * This language admits of no reasonable doubt of the purpose to exclude the descendants of any living stirps. Its normal and natural significance is that the grandniece’s children shall divide the trust corpus equally, the children of a deceased child to take their parent’s distributive share. This provision for representation-of a deceased child constitutes a qualification of the antecedent term “issue.” These are plainly words of limitation of the class to the children of the life tenant. The design was a stirpital disposition. Inglis v. McCoy, supra; Coyle v. Coyle, supra; Dennis v. Dennis, supra; Skinner v. Boyd, 98 N. J. Eq. 55; affirmed, 100 N. J. Eq. 355; Pierson v. Jones, 108 N. J. Eq. 453; affirmed, 111 N. J. Eq. 357. Consideration of the expression itself leaves one with the distinct impression that such was the testamentary scheme; and this, as we have said, is the touchstone of construction.

If the word “issue,” referring to the first takers, be given the broader meaning of descendants, then it would be all- *425 inclusive in respect of lineal descendants, and the clause providing for representation of a deceased child would be devoid of rational meaning. The will was drafted by experienced counsel; and it is to be presumed that this provision was used purposefully. Swetland v. Swetland, 100 N. J. Eq. 196; affirmed, 102 N. J. Eq. 294; Skinner v. Boyd, supra. It is also of significance that the words “issue” and “lawful issue” were used without modification in connection with several other bequests' to define a class of takers by substitution, while in another the same words of limitation were employed. This is indicative of a discrimination in the use of words that serves to emphasize rather than negative the intentional employment of the word “issue” in the restricted sense of children in creating the class of first takers under the particular bequest.

The illogic of the converse of this interpretation is exemplified by the argument adduced by respondents. It is maintained that the “persons who are to take in the first instance are the lawful issue” of testatrix’ grandniece, “and the subsequent issue referred to as taking by substitution are the issue or children of the life tenant’s lawful issue;” that the “word ‘issue’ which is thus modified is the issue of the lawful issue” of the life tenant; that “the parents referred to * * * were the lawful issue of the life tenant,” and it is “their issue that is modified and restricted by the subsequent phrase to children;” that the “second use of the word ‘issue’ would, under our decisions, probably be restricted to mean children, but there is no reason to believe that there was any intention to carry that restriction one step further back and require the first use of the word issue to be interpreted as meaning children only;” that in the case of Dennis v. Dennis, supra,

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Bluebook (online)
30 A.2d 894, 133 N.J. Eq. 421, 1943 N.J. LEXIS 477, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-fisler-nj-1943.