Lord v. Bourne

63 Me. 368
CourtSupreme Judicial Court of Maine
DecidedJuly 1, 1873
StatusPublished
Cited by9 cases

This text of 63 Me. 368 (Lord v. Bourne) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lord v. Bourne, 63 Me. 368 (Me. 1873).

Opinion

Dickerson, J.

This is a bill in equity brought by the complainant, widow of Thomas Lord, formerly of Kennebunk, deceased, against the defendants as executors of the will of said Lord. The bill alleges that after the executors had paid and made over to the complainant all that was specifically devised and bequeathed to her, and all the other legacies, and debts of the testator and the funeral charges and expenses of administration, there remained in their hands a large amount of personal estate not specifically disposed of by the will. The complainant claims that the clause in the testator’s will giving “all the residue” of his property to his “legal heirs,” is void as a testamentary bequest,^ and that said “residue” can only be legally distributed in accordance with the provisions of the statutes by which she is entitled to have and receive one-half of all the personal estate of said “residue,” and, further, that if said residuary clause is valid she is entitled to have aiid receive one-half of all the personal estate of the “residue” aforesaid.

The answer among other things denies that the residuary clause in the will is void as a testamentary disposition, and that the com[377]*377plainant is entitled by law to one-balf, or any part, of said residue. The answer admits that there remained in the hands of the executors, after executing their trust in all other respects, for distribution among the heirs of the testator, three thousand five hundred and three dollars and seventeen cents, which they afterwards paid and distributed to and between the mother, brothers, sisters and nephews of said testator, according to the requirements of the will. The defendants further answer that they have fulfilled all the directions and requirements of, the will, administered upon all the estate, and duly rendered to the probate court, at proper times, full and true accounts touching said estate, and of their doings in the settlement thereof; and they pray to be hence dismissed with their costs.

The clause in the will calling for construction is as follows: “The reversion of the foregoing life estate given to my wife, and all the residue of my property, real and personal, I give to my legal heirs.”

Though in the reverse order adopted by the learned counsel in their able and exhaustive arguments we will consider the questions raised by the bill in the order therein presented.

I. The validity ok the residuary clause in the will.

The controlling principle in the construction of wills is to ascer tain and give effect to the intention of the testator. A will, in a testamentary sense, contains the solemnly recorded wishes of the testator upon matters of grave moment, and in which he feels a deep solicitude. Both the language and meaning of a will are the testator’s; and in order to ascertain what the meaning is, it is oftentimes necessary to examine and compare clause by clause, or paragraph by paragraph in the Tight of the tes tator’s standpoint. When the intention of the testator has been once ascertained, effect will be given to it, unless it is contrary to some positive rule of law.

The language of the clause of the will under consideration is too clear, explicit and intelligible to leave any doubt as to the testator’s intention to give the reversion and residue of his real and [378]*378personal estate to his legal heirs; there being nothing in the context to qualify or control this language he must be taken to mean what he said.

The rule of law invoked by the complainant to defeat the intention of the testator by rendering the residuary clause in the will void is of ancient origin, and though altered by statute 3 and 4 William 4, c. 106, has been recognized as the common law of Massachusetts, and has not been changed by statute in this State. Sears et al. v. Russell et als., 8 Cray, 93.

That rule is, that a devise to an heir, of the same estate in nature and quality as that to which he would be entitled, is void; in such cases the heir takes by descent and not as purchaser.

One of the tests to try the applicability of this rule is to ascertain whether the heirs take an estate different in quantity or quality from that which they would have taken if no will had been made. Ellis et als. v. Page et als., 7 Cush., 161.

If we apply this test in the case under consideration it is clear that the rule does not apply. Without any will, the heirs would have inherited the “residue” of the real estate in fee simple, subject to the widow’s life estate in one-third part thereof; under the will, they take it by the same tenure, without that incumbrance. Thus the heirs receive a material advantage from the will. If the rule is applicable to personal property the difference is still greater, as the heirs get the whole of the residue of the personal property under the will, whereas under our statutes they would be entitled to only one-half of it, if no will had been made. But we think the rule does not apply to personal property. The reason assigned for it exists only in reference to real estate ; it is, that the title by descent is the worthier and the better title, by taking away the entry of those who might have a right to the land. Moreover, the exception to the rule which we have considered can have no application to personal estate, as the words quantity and quality, when used in their legal, technical sense, refer only to the nature and tenure of real estate. Further, personal property does not come within the rule because it is not the subject of inheritance in [379]*379the sense that real estate is. Coke on Litt., 22, b.; Whitney v. Whitney, 14 Mass., 90; Ellis et al. v. Page et als., ante; 1 Story’s Equity, 542; Emerson v. Cutler, 14 Pick., 115; Dingley v. Dingley, 5 Mass., 537.

II. Who are “legal heirs.”

The word heir has a technical signification, and we will first consider what its meaning is when used in a technical sense_. “Heir,” says Jacobs, “is he who succeeds by descent to lands, tenements, and hereditaments, being an estate of inheritance.” Jacob’s Law Diet., “Heir.” Bouvier defines “heir” to be one born in lawful matrimony who succeeds by descent, right of blood, and by act of God to lands, tenements and hereditaments, being an estate of inheritance. Bouvier Law Diet., “Heir.”

“A bequest,” says, 1 Boper on Legacies, c. 2, § 3, part 2, “to the heirs of an individual without addition or explanation will belong to the next of kin.”

A devise or bequest to next of kin vests the property in the persons (exclusive of the widow) who would take the personal estate in case of intestacy, under the statute of distribution. 2 Jarman on Wills, 28, 4th Am. ed.

The distinction between widow and heir, or next of kin, was recognized in statute 21 Henry 8, c. 5, which provided that administration was to be granted to the widow or next of kin or both. Under that statute the husband is not heir to the wife, nor she to him, and she takes administration not as next of kin, but as widow. Holt v. Wait, 3 Vesey, 247.

Sq, under our statute, if administration is not taken out within the time limited by law, when a person dies leaving personal property, such property becomes the widow’s, or if none, it goes to the next of kin; and administration of intestate estates is granted to the widow, husband or next of kin, &c. R. S., e. 64, § 1.

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63 Me. 368, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lord-v-bourne-me-1873.