In re the Estate of Smith

145 A. 671, 16 Del. Ch. 272, 1929 Del. Ch. LEXIS 32
CourtCourt of Chancery of Delaware
DecidedApril 5, 1929
StatusPublished
Cited by18 cases

This text of 145 A. 671 (In re the Estate of Smith) is published on Counsel Stack Legal Research, covering Court of Chancery 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 the Estate of Smith, 145 A. 671, 16 Del. Ch. 272, 1929 Del. Ch. LEXIS 32 (Del. Ct. App. 1929).

Opinion

The Chancellor.

The exceptions are filed in behalf of two persons who claim to share in the fund as “next of kin according to the statute of distribution” of Frank M. Smith and Warner H. Smith, two of the five sons named in the will of Allen Smith, both of whom died without issue. Frank M. Smith died leaving Cora J. Smith, his widow, on October .13, 1917, about ten months before Clifford E. Smith, who was the surviving life beneficiary and whose death marked the period for distribution to the remaindermen. When Warner H. Smith died is uncertain. Mrs. Neese claims that he died some time before September 1, 1905, some thirteen years before the period for ultimate distribution arrived, leaving her as his widow. Because of certain divorce proceedings, Warner H. Smith must be found to have died when asserted by Mrs. Neese in order for her claim to have any standing whatever.

It thus appears that the excepting claimants are widows respectively of Frank M. Smith and Warner H. Smith, who died without issue, and the claim is that the widows are among the' “next of kin according to the statute of distribution,” and as such are entitled to have paid over to them the portions of their respective husband’s shares which the statute of distribution gives to widows.

In disposing of these claims it is in order first to notice certain general propositions which the law applies in construing such testamentary language as we find in this case. In the first'place, the bequest in remainder to the five sons was of a defeasible interest. Their absolute enjoyment of the benefaction was conditioned on their being in esse when the time for distribution arrived. The word “then” is decisive on that point. If any of them should then be dead leaving issue, such issue should take the deceased [275]*275son’s share, and if there were no such issue, then the deceased son’s share should be paid over to his next of kin, etc. Thus there was a provision that persons other than the sons should take byway of substitution in lieu of any one of them who may have died prior to the distribution date. If any son died before that date his interest was so completely wiped out that his next of kin, though they took the share originally intended for him, would do so not through him but in his place and from the testator directly. In re Nelson’s Estate, 9 Del. Ch. 1, 74 A. 851.

The next question to be considered is this: A son of the testator having died without issue before the period of distribution arrived and his “next of kin according to the statute of distribution” being substituted as the legatees of his share, as of what date are we to look for the ascertainment of the persons who compose the class “next of kin”? Are his next of kin those who would be such at the time of his own death, or those who would be such at the time when distribution is to be made? The case just cited of In re Nelson’s Estate answers the question, and states the general rule to be as follows: “Under a substitutional bequest to the ‘heirs,’ ‘next of kin,’ ‘relatives,’ etc., the persons to take are to be ascertained at the death of the persons whose ‘heirs,’ ‘next of kin,’ etc., are spoken of, and not at the period of distribution.” There being no peculiarity of language in the will now before me which suggests the inapplicability of this general rule, it is accordingly accepted as controlling in this case, and I am therefore required to ascertain the next of kin of Frank M. and Warner H. Smith as of the respective dates of their decease.

This brings me to the next question, viz.: Who on those dates were the “next of kin according to the statute of distribution”? Applied to this case, the specific question is whether or not the widow of each of the deceased sons can be admitted to the class covered by the descriptive phrase. Had the expression been “next of kin” simpliciter, authority of eminent repute can be cited to the effect that not only widows, but even children of a deceased brother where a brother is living, would be excluded. For standing alone those words literally mean nearest blood relations. They are not in their natural signification synonymous with distributees under the statutes of distribution, which group [276]*276generally includes not only persons who are not near relatives, such as husband and wife, but also blood relations who are not nearest or next to the deceased. Hence “next of kin” standing alone has been held not to be understood as denoting the same persons as distributees under the intestacy statute; the words are confined to nearest blood relations. Elmsley v. Young, 2 Mylne & K. 780; Withy v. Mangles, 10 Clarke & F. 215; Fargo v. Miller, 150 Mass. 225, 22 N. E. 1003, 5 L. R. A. 690.

As has often been remarked, words of accepted meaning are taken in their accepted sense. But inasmuch as the prime object of all construction is to ascertain the intent which words seek to convey, it follows that if it is apparent that words of settled meaning were intended by the testator to be used in other than their ordinary sense, the intent must prevail and the words ■ interpreted harmoniously therewith. Another rule which is axiomatic is that in seeking the testamentary intent regard must be paid to all the language that assumes to express it. It will not do to reject any portion of it as meaningless if any reasonable significance is attributable thereto.

In applying these elementary principles courts have held that while “next of kin,” standing alone, does not mean the same as distributees under the statutes of distribution, yet if anything appears in the will which shows that the testator meant “next of kin” to mean distributees under the statute, the special testamentary definition of the phrase will be accepted and distribution in obedience thereto will be decreed. In the will before us there appears the expression, “according to the statute of distribution.” By the use of this expression we are bound to assume that the testator meant something. The only thing which can be conceived of as having been intended by this modifying phrase is that “next of kin,” which it explains, was meant by the testator to have a more enlarged significance than its literal import suggests. In Duffy v. Hargan, et al., 62 N. J. Eq. 588, 50 A. 678, language substantially the same as this was held to mean “ ‘statutory next of kin’; that is, next of kin who are in fact nearest, and those persons also who by statute represent or stand in the place of those who are nearest.” It is interesting to note that our statute of distributions (Revised Code 1915, § 3382) makes no use of the [277]*277expression “next of kin” until the descending and ascending line of issue is extinct, in which case the distribution is to the next of kin in equal degrees, etc. If the next of kin in such a case as the pending one were to be strictly confined to the class referred to as such by the statute, the absurd result would follow that more remote blood relations would take to the exclusion of children and parents. This result would be so glaringly at variance with the natural order of things as to require its rejection. By the use of the words “next” and “kin,” the testator manifestly meant blood relations to be designated and among such relations an order of preference to be allowed based on nearness. But by reference to the statute he must have meant that the nearness of the kin should be according as the statute ascertained it, which of course admits of the principle of representation.

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Bluebook (online)
145 A. 671, 16 Del. Ch. 272, 1929 Del. Ch. LEXIS 32, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-smith-delch-1929.