Knowles v. South County Hospital

140 A.2d 499, 87 R.I. 303, 1958 R.I. LEXIS 53
CourtSupreme Court of Rhode Island
DecidedApril 25, 1958
DocketEq. No. 2631
StatusPublished
Cited by3 cases

This text of 140 A.2d 499 (Knowles v. South County Hospital) is published on Counsel Stack Legal Research, covering Supreme Court of Rhode Island primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Knowles v. South County Hospital, 140 A.2d 499, 87 R.I. 303, 1958 R.I. LEXIS 53 (R.I. 1958).

Opinion

*305 Condon, C. J.

This is a bill in equity for the construction of and instructions relative to the last will and testament of Harry Knowles, late of the town of Narragansett, deceased. After the cause was ready for hearing in the superior court for final decree that court in accordance with the provisions of general laws 1938, chapter 545, §7, now G. L. 1956, §9-24-28, duly certified the cause to this court for our determination.

The testator executed his will on October 30, 1951. It was duly probated in the probate court of the town of Narragansett and Gordon L. Smith, George N. Hazard and Industrial National Bank were confirmed and have qualified as executors thereof. Under the second clause of the will the testator devised his homestead farm in the following manner:

“Homestead Farm: Whatever portion of Homestead Farm at Point Judith, Town of Narragansett, County of Washington, State of Rhode Island (free and clear, or rendered so by payment from any fund available: this payment to be made in full before any other distribution) of which I die possessed, excepting area transferred elsewhere in this will, and including contents of the farm house, unless otherwise assigned in this will, I transfer, for life tenure or life lease, to Earl Jacob Knowles, of Mist, County of Multnomah, State of Oregon, son of Irving Edwin and Elsa Knowles, also of Mist, Oregon; the said Earl Jacob Knowles being the fourth generation from, and' including, George C. Knowles, who bought this farm in 1836 from Green Kinyon’s heirs; providing the said Earl Jacob Knowles will reside on Homestead Farm for not less than three (3) months of each year, pay all taxes when due, keep the insurance paid in advance, pay for necessary repairs and upkeep, and grow, or have grown, at least a peck of Indian maize, or Rhode Island Johnycake corn, on the ear. Upon the death of Earl Jacob Knowles, Homestead Farm is to become the property of his oldest male heir, under the foregoing conditions, except Homestead Farm becomes his in fee simple upon *306 his fortieth (40th) birthday, whereupon he may lease or sell any or all land, or do whatever else he pleases with it: but it is hoped he will continue to own Homestead Farm, keeping it free and clear of all encumbrances, so it may be transferred in each succeeding generation to the oldest direct male heir. Complying with the foregoing conditions entitles Earl Jacob Knowles and his oldest male heir (and so on if this plan is followed) to have their names inscribed as owners on the ownership record sign at Old Point Judith Road and School House Lane leading to the farm house. Also, if and when convenient to residents of Homestead Farm House, the same may be open for public inspection one day of each fortnight, as well as for meetings of historical, patriotic or civil gatherings if space permits. Earl Jacob Knowles is to have three (3) months from his notification of this will in which to decide whether he will comply with these terms. Failure to comply with any of the foregoing terms, or neglect or inability to do so, will result in Homestead Farm becoming and remaining part of my estate, whereupon it is to be bequeathed to' the Rhode Island State College for educational, recreational, historical, athletic and experimental purposes.”

The language of that clause has given rise to the present controversy resulting in the filing of the instant bill by Earl Jacob Knowles, hereinafter referred to as the complainant. The respondents are the above-mentioned executors, South County Hospital hereinafter referred to as the hospital, Brown University hereinafter referred to as the university, Rhodes Island State College, now the University of Rhode Island, hereinafter referred to as the state college, the attorney general of the state in his official capacity as supervisor of charitable trusts, and the Town of Narragansett. All respondents filed answers to the bill, but primarily the only real controversy is between the complainant on the one side and the university, the hospital, and the state college on the other; and, in the event complainant does not prevail in his contention, secondarily between the state col *307 lege on the one side and the university and the hospital on the other.

Briefly, complainant contends that the testamentary language must be construed to give him an estate in fee simple, and further that his admitted failure to comply with three of the conditions, namely, reside on the farm not less than three months in each year, pay taxes and insurance, pay for necessary repairs and upkeep, and grow or have grown at least a peck of “Rhode Island Johnycake corn,” is of no consequence. On the other hand the university, the hospital, and the state college contend that complainant was given only a life estate subject to be defeated by his failure to perform any of the stipulated conditions. If they prevail in such contention they thereafter part company on the question as to whom the farm shall then go. The state college contends that under the testamentary language it takes a fee simple as a result of complainant’s breach of the conditions. The university and the hospital argue that the whole devise to the state college is void as a perpetuity under the rule against perpetuities and therefore, in accordance with the provisions of G. L. 1938, chap. 566, §7, now G. L. 1956, §33-6-20, it goes under the residuary devise of the will to the state college, the university, and the hospital in equal shares.

The complainant points out that the key words of the clause are these: “Upon the death of Earl Jacob Knowles, Homestead Farm is to become the property of his oldest male heir, under the foregoing conditions, except Homestead Farm becomes his in fee simple upon his fortieth (40th) birthday * * He contends that the word “his” before the words “in fee simple” relates to Earl Jacob Knowles and that since he was over forty years of age at the death of the testator he, the complainant, became seized in fee simple and that all the foregoing language of the clause must be disregarded.

We cannot agree with such contention. The plain, gram *308 matical construction of the quoted sentence relates the word “his” to the nearest preceding noun, “heir.” And if we read the sentence in the context of the whole clause, as we should in seeking to find the intention of the testator, this construction becomes even clearer. In that sentence he was referring not to Earl Jacob Knowles to whom he had already given in express terms a life estate subject to certain conditions, but to the oldest male heir of Earl who would succeed him in possession of the farm under the same conditions, except that when he, the heir, reached the age of forty it would be his in fee simple, free of all conditions, the testator expressing only the hope that he, the heir, would retain the title to the farm and transmit it to the oldest male heir in the manner he, the testator, had done.

It is also clear from the context of the clause that it was the testator’s intention to make the gift over to the oldest heir wholly dependent upon Earl’s compliance with the express conditions. Having accepted the devise of the farm subject to such conditions he was obligated to perform them. Sampson v. Grogan, 21 R. I. 174.

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Related

In Re Estate of Hart, 90-6586 (1993)
Superior Court of Rhode Island, 1993
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244 A.2d 575 (Supreme Court of Rhode Island, 1968)

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Bluebook (online)
140 A.2d 499, 87 R.I. 303, 1958 R.I. LEXIS 53, Counsel Stack Legal Research, https://law.counselstack.com/opinion/knowles-v-south-county-hospital-ri-1958.