Logan v. Logan

11 Colo. 44
CourtSupreme Court of Colorado
DecidedDecember 15, 1887
StatusPublished
Cited by12 cases

This text of 11 Colo. 44 (Logan v. Logan) is published on Counsel Stack Legal Research, covering Supreme Court of Colorado primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Logan v. Logan, 11 Colo. 44 (Colo. 1887).

Opinion

Beck, C. J.

The matters in controversy in this case arise upon the construction of the statutes of this state relating to the disposing by will of the property of married men. Samuel M. Logan died in 1883, leaving him surviving, as his only heirs at law, Mary E. Logan, his widow, and three sons and one daughter. His estate consisted of four city lots in the city of Denver and some personal property. By his will he devised one lot to Mary J. Logan, the plaintiff in error, who was not an heir at law. A life estate in another lot was devised to Mary E. Logan, the widow, with remainder in certain proportions to his three sons. A third lot was devised to the three sons, in the same proportions, and the fourth in fee to his daughter, Isadore S. Logan. The widow renounced the provisions of the will in her behalf, and elected to take under the statute.

[45]*45The main contention is as to the status of the lot devised to Mary J. Logan, upon the renunciation of the widow, and as to the effect of the renunciation upon the rights of said devisee. The view taken by counsel representing the plaintiff in error, as we understand him, is that a renunciation by a widow of the provisions made for her in the will of her husband, while it sets aside the will as to the heirs at law, does not in any manner affect devises or bequests made to persons not heirs at law of the testator, unless more than one-half of the estate is thereby given such persons. The reason assigned is that a testator is duly empowered by statute to dispose of one-half of his estate as he may see fit. In support of this view the first section of the statute of wills is cited, which provides that all persons having certain qualifications shall have power to dispose of their estate, real and personal, by will or testament, “except as provided in the' statute concerning married women. ” That exception is: “ In case any married man shall hereafter deprive his wife of over one-half of his property, by will, it shall be optional with such married woman, after the death of her husband, to accept the conditions of the will, or one-half of the whole estate, both real and personal.” Gen. St. § 2270, ch. 72. It is contended that inasmuch as less than one-half the estate was devised to plaintiff in error (the only devisee or legatee who was not an heir at law of testator), the will must be wholly sustained as to her, and as to the lot devised to her. Counsel says that plaintiff in error must take the whole of this lot or nothing. These propositions are based upon the assumption that if the devise of this lot is affected by the renunciation the will is wholly set aside or destroyed in relation thereto. The counsel’s attention was called by opposing counsel to the provisions of section 3627, chapter 115,. General Statutes, viz., “in all cases where the widow shall renounce all benefit under the will, and the legacies and bequests therein contained to other persons shall, in con[46]*46sequence thereof, become increased or diminished in amount, quantity or value, it shall be the duty of the court, upon the settlement of such estate, to abate from or add to such legacies and bequests in such manner as to equalize the loss sustained, or advantage derived thereby, in a corresponding ratio to the several amounts of such legacies and bequests, according to the intrinsic value of each.” To this it was replied that the section quoted has nothing to do with the question in controversy, for the reason that the terms “ legacy ” and “ bequest,” according to their well-defined meaning in law, refer to gifts by will of personal property, and not of real estate; that this statute refers to a subject-mattér. purely personal, whereas the controversy arises upon a ' devise which is a gift of real estate. The controversy depends upon the proper construction of the latter section. If the words “ legacies ” and “ bequests,” as used therein, relate to gifts by will generally, the section clearljr indicates the legislative intent that wills are to be upheld, notwithstanding the renunciations of their provisions by widows of testators, as to all gifts of property thereby made to other persons, save only as to the pro rata change in ‘ ‘ amount, quantity or value ” produced by the renunciation. It is true that in their strict legal application the terms legacy and bequest refer to gifts by will of personal estate. There is nothing in the derivation of these words to so distinguish them, but such is their proper legal signification, as all authorities agree. It is a conceded fact, however, that they are not always employed according to their technical meaning, and that they are not always to be so construed. Mr. Webster says of the words bequeath and devise: “These words both denote the giving or disposing of property by will. Devise, in legal usage, is properly used to denote a gift by will of 'real property, and he to whom it is given is called a devisee. Bequeath is properly applied to gifts by will or legacy; i. e., of personal property. [47]*47The gift is called a legacy, and he who receives it is called a legatee. In popular usage, the word bequeath is sometimes enlarged so as to embrace devise, and it is sometimes so construed by courts.” Mr. Bouvier defines the term legacy to be a gift by last will. He says: “The term is more commonly applied to money or personal property, although sometimes used with reference to a' charge upon real estate.” And again: “ A legacy to one and his heirs, although generally conveying a fee-simple in real estate, and the entire property in personalty, may, by the mánnér of its expression and connection, be held to be a designation of such persons as are heirs of the person named, and thus they take as purchasers by name.” In 6 Bac. Abr. 161, it is said: “The word devise is specially appropriated to a gift of lands; the word legacy to a gift of chattels, though both are used promiscuously. The word legacy, used in a will, often .refers to real as well as personal estate. It must be explained according to the intention of the testator.”

Our legislature has not always used these words in their strict legal sense, which fact of itself would authorize us to inquire in what sense they were employed in the present instance. Section 3481, General Statutes, empowers testators-to devise all their estate in “lands, tenements, hereditaments, annuities or rents, charged upon or issuing out of them, or goods and chattels and personal estate of every description whatsoever, by will or testament.” Section 2269 permits a married woman to make a will, but provides that “she shall not bequeath away from her husband more than one-half of her property, both personal and real, without his consent in writing.” It will be observed in the former section the word devise is applied to gifts of both-real and personal estate, and in the latter the word bequeath is used in the same sense. Mr. Dwarris lays down, as the rule for construing wills, that “the intention shall prevail,” and adds: “ Where the intention of the testator is clear and obvi[48]*48ous, it has been held that it will control the legal operation even of technical words. ” Pagk 176. In the same connection, with reference to the construction of statutes, he says: “The construction of a statute, indeed, like the operation of a devise, depends upon the apparent intention of the maker, to be collected either from the particular provision or the general context. Acts of parliament and wills ought to be alike construed according to the intentions of the parties that make them. So far, instead of dissimilarity, there is resemblance.” Page 174.

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Bluebook (online)
11 Colo. 44, Counsel Stack Legal Research, https://law.counselstack.com/opinion/logan-v-logan-colo-1887.