Jones v. Creveling

19 N.J.L. 127
CourtSupreme Court of New Jersey
DecidedSeptember 15, 1842
StatusPublished

This text of 19 N.J.L. 127 (Jones v. Creveling) 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
Jones v. Creveling, 19 N.J.L. 127 (N.J. 1842).

Opinion

Hornblower, C. J.

After a careful examination of the cases cited on the argument and of many others, I am satisfied, notwithstanding all the nice distinctions that have been taken by courts of law and equity, upon the subject of single or cumulative legacies, we must come down to the plain common sense question, of what was the intention of the testator.

This was the result to which Chief Justice Kent was brought, after his usual research, in the case of Dewitt et ux. v. Yeates, 10 Johns. R. 156. After stating the general rule, “ that where the sum, is repeated in the same writing, the legatee can only take one of the sums bequeathed, unless there be some evident intention to the contrary; and then, it lays with the legatee to show that intention, and rebut the contrary presumption.” But where the two bequests are in different instruments, as by a will in the one ease, and a codicil in the other, the presumption is in favor of the legatee, and the burden of contesting that presumption, is cast upon the executor: (he adds,) “The presumption either way, whether agains.t the cumulation,” as in the first instance ; “ or in favor of it,” as in the second ; “ is liable to be controlled and repelled, by internal evidence and the circumstances of the case.”

In another part of bis opinion, Chief Justice Kent says: Courts have required some new or additional cause for enlarging the bounty, before they have held it cumulative, unless the words of the will clearly showed the intent.”

The civil law, it is true, although it puts the question entirely on the testator’s intention, would not accumulate the legacies, without the clearest and strongest proof of the testator’s intention .to do so. But the latter branch of this rule of the civil law, has not been adopted by the courts of equity in England. On the contrary, slight circumstances have sometimes been laid hold of [129]*129as evidencing an intention to enlarge the bounty of the testator; where such enlargement was not inconsistent with any particular clause, or with the general scope and arrangement of the will. Accordingly, in Ridges v. Morrisson, 1 Bro. C. C. 389, where the testator, had by his will given N. L. five hundred pounds; and afterwards in codicil, gave him the same sum, the Lord Chancellor established both legacies ; not because they had been given in different instruments; but because in the codicil, he had described him as N. L. “ whom he had put an apprentice ;” the Chancellor considering the testator as thereby indicating the legatee as an object of his peculiar favor.

Indeed, I am not sure that the presumption, against accumulation, when the bequests are in the same instrument; or in favor of accumulation, where they are in different instruments,, does arise, unless, in the former case, they are for the same sum,, or nearly so, and in totidem verbis, or only with a small difference : nor, in the latter case, unless there is some difference in the amount, or form of the bequest; or some indication in the codicil, of some fact or circumstance, operating as a reason fertile testator’s increasing his bounty. But I admit, if a testator-should make two bequests, to the same person, for the same sum of money, payable out of the same fund, at the same time and upon the same contingency, without assigning any reason, or referring to any motive for sueh repetition of his bequests ; the presumption of law would be, that only one legacy was intended, whether both bequests were in the same instrument, or one in the will and the other in a codicil.

Whenever we are about to apply a general rule to any given subject, we ought to bear in mind the reason and object of such rule. If we do not, we are in danger of giving it an influence it was never intended to have; and of applying it to cases not within the mischief it was designed to prevent. What then was the object of the rule, that raises a presumption against accumulation, where two pecuniary legacies are given in the same instrument? It certainly was not because the law has any repugnance to a testator’s duplicating his bounty to any individual: it was simply to protect men’s estates against the effects of accidents, unskilfulness or forgetfulness, in preparing their wills. Those instruments are frequently drawn,, in extremis, and often [130]*130by incompetent hands; and sometimes executed without being carefully read over and examined by the testator. Mistakes may therefore occur, and legacies be unintentionally repeated, in the same, or in nearly the same language. All we have to do then, in the application of this rule, is to be satisfied, that the alleged repetition of a legacy ; or the extension of a testator’s bounty, in any given case, was not the effect of unskilfulness in the penman or of forgetfulness in the testator.

In my opinion therefore, it is in all cases a question of intention : and that intention, is to be sought for and collected from the language of the testator; the form and character of the bequests ; the object of his bounty, and the whole scope, arrangement and structure of his will: or as Chief Justice Kent, expressed it, “ from internal evidence and the circumstances of the case.”

Upon these principles, I propose to examine the question now before us.

It appears by the state of the case, that Creveling, the testator, was worth more than thirty thousand dollars of real and personal estate. I do not mention this fact, as one that ought to have the slightest influence in forming our judgments as to the .intentions of the testator. Whatever may have been his wealth, we h'ave no right to measure out his bounty, or to say who ought to have been its favored objects. But it is a circumstance, in recollection of which, we may enter upon this investigation, with less fear of doing injustice to other parties in interest, than we should do, if the fund out of which the legacies are to come, was more restricted.

The testator had five sons and three daughters. To each of his sons and to one of his daughters, he gave a farm : or at least large and valuable portions of real estate, charging the lands devised with the payment of legacies. To another of his daughters, he gave a legacy of two thousand dollar^: but, to his daughter Mrs. Cooper, the mother of the plaintiff, he gave only a life estate in a small tenement and lot of land, with remainder to his other children. The testator”then proceeds to make provision for his grand daughters, the plaintiff and her sister Deborah, children of Mrs. Cooper, who were then minors, and whose father was dead. It is upon this part of the will the dispute arises; [131]*131and the language of the testator, when punctuated, as the order of it, seems to require, reads thus : “ I do give and bequeath, unto my two grand daughters, Christina Jones and Deborah Jones, each, four hundred dollars, to be paid to them by my executors. If they are not of age at my decease, I order my executors to pay each of them, yearly and every year, the interest of four hundred dollars, until they arrive of age.” Here then is a good and perfect bequest; complete in all its parts ; given in plain and unequivocal terms, and susceptible of no doubt or uncertainty. If they should be of age, at the testator’s death, his executors were then to pay them four hundred dollars each.

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Bluebook (online)
19 N.J.L. 127, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jones-v-creveling-nj-1842.