Luce v. . Dunham

69 N.Y. 36, 1877 N.Y. LEXIS 795
CourtNew York Court of Appeals
DecidedMarch 20, 1877
StatusPublished
Cited by24 cases

This text of 69 N.Y. 36 (Luce v. . Dunham) is published on Counsel Stack Legal Research, covering New York Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Luce v. . Dunham, 69 N.Y. 36, 1877 N.Y. LEXIS 795 (N.Y. 1877).

Opinion

Rapallo, J.

It is a cardinal rule in the construction of wills, that a testator is always presumed to use the words m which he expresses himself according to their strict and primary acceptation, unless from the context of the will it *40 appears that he has used them in a different sense; in which case the sense in which he thus appears to have used them will be the sense in which they are to be construed.

This rule is so well settled and so elementary, that V. C. Wigram in his work on wills lays it down as the first of the seven rules applicable to the exposition of wills which he has formulated, as the results both of principle and authority. (Wigram on Wills, §§ 12-21.)

It is equally well established that the words “ next of kin,” in their strict and primary sense, do not include the widow, and it has accordingly been held that where a residue of personal property is directed to be divided among the testator’s “ next of kin,” or among “ his next of kin according to the statute,” or among his “ next of kin as if he had died intestate,” or where a trust was created for the benefit of those who, at the decease of a party, should be entitled to his personal estate, as his next of kin, according to the statutes for the distribution of personal estate of persons dying intestate, the widow takes no part. (Garrick v. Lord Camden, 14 Ves., 372 ; Cholmondeley v. Lord Ashburton, 6 Beav., 86 ; Hamlin v. Osgood, 5 N. Y. Surr. R. [1 Redf.], 409—417 ; Slosson v. Lynch, 43 Barb., 147 ; Murdock v. Ward, 67 N. Y., 387, and cases cited.)

In the last mentioned case, some appropriate observations were made, to the effect that the context of the will confirmed the view that the testator used the words “ next of kin,” in their strict legal sense. But it is not to be inferred from those remarks that the court deemed that such confirmation was required, or intended to depart from the rule that the words must be construed in their strict sense, unless a contrary intent appeared from the context.

The language of the bequest under which the widow claims, in the present case, is as follows :

“ Sixth. All the rest, residue and remainder of my estate, real and personal, present and hereafter to be acquired, and wherever situated, I give, devise, and bequeath, and do desire and will that the same shall be divided among my heirs and *41 next of kin, in the same manner as it would be by the laws of the State of New York, had I died intestate.”

The will was dated February 27, 1868, and the testator died on the first of March, following. He left next of kin, consisting of four sisters, viz : Cordelia Dunham, being of

the full blood, and' Sarah H. Luce, Georgiana M. Crowell, and Charlotte C. Jernegan, of the half blood. He bequeathed to his wife, Mrs. Mary Dunham, one hundred thousand dollars, and his real estate, situated in Tisbury, Massachusetts ; to his sister, Cordelia Dunham, ten thousand dollars, and to his three sisters of the half blood, five thousand dollars each.

At the date of the will and at the time of his decease, he owned no real estate except that devised to his wife; his personal estate, which consisted mainly of ships and vessels, was of the value of about $250,000.

It was urged before the surrogate, and is strenuously contended on this appeal, that as the residuary estate consisted of personalty, the use of the word “ heirs ” showed an intention to include the widow, and numerous cases are cited in support of the proposition that where the word “ heirs ” is used, as relating to personal property, it includes all persons who would in case of intestacy be entitled to succeed to or participate in the distribution of the property, and these will not be confined to the next of kin, but include the widow.

Without following out this fine of argument it is sufficient for the purposes of the present case to say that, in our judgment, the word “ heirs ” was not in the residuary clause used with reference to the personal estate which the testator might leave, but was used in its appropriate sense as relating to real estate, should he leave any, and the words “next of kin ” were appropriately used with reference to the personal property. The devise and bequest are of “ all the rest, residue and remainder of my estate, real and personal, present and hereafter to be acquired, and wherever situated.” Where such a disposition is followed by the words “ devise and bequeath,” and a direction that the property be divided *42 among the testator’s heirs and next of kin, according to law, as in case of intestacy, there can be no inference that the testator intended to use the words “heirs” and “ next of kin ” in any other than their legal sense. The language is perfectly appropriate and technically accurate, and the meaning of the draughtsman is plain. The word “ heirs ” relates to the realty devised, and the words li next of kin ” relate to the personalty bequeathed, and there is no ground for misapplying these expressions. If the clause did not mention real estate, but bequeathed personal property to heirs or heirs and next of kin, or if it gave real and personal estate to heirs, without mentioning next of kin, the question of the intention of the testator might arise, but here there is no obscurity in the language used, and the subjects of the devise and bequests are such that the technical terms used are accurately applicable to them distributively. In such a case they cannot be construed in any other than their strict and primary sense.

The extraneous fact is relied upon that at the time of making the will the testator owned no real estate other than •that specifically devised. Omitting, as unnecessary, the discussion of the question whether such evidence was admissible under the circumstances for the purpose of showing that the testator intended that the word “ heirs ” should be applicable to the personalty, it is very evident that it does not show such an intent.

The clear meaning of the language of the residuary clause is that the testator devised any real estate which he might leave, to his heirs, and bequeathed his personalty to his next of kin. The fact that, at the time of making the will, he had no real estate to devise, and that it was not probable that he would acquire any, does not show that he intended to bequeath his personal estate to his heirs. It only shows that he left nothing upon which the devise of realty could operate. The devise was not insensible, for it disposed of any real estate which he might acquire after the making of the will; and, although he died two days afterwards, it does not *43 appear that when he made the will it was a legal impossibility that he might, by inheritance or otherwise, acquire land before he should die. Such a formal provision, although, perhaps, practically useless, affords no ground for construing any other part of the will contrary to its plain legal import.

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Cite This Page — Counsel Stack

Bluebook (online)
69 N.Y. 36, 1877 N.Y. LEXIS 795, Counsel Stack Legal Research, https://law.counselstack.com/opinion/luce-v-dunham-ny-1877.