Martin v. Ballou

13 Barb. 119, 1852 N.Y. App. Div. LEXIS 76
CourtNew York Supreme Court
DecidedMay 3, 1852
StatusPublished
Cited by17 cases

This text of 13 Barb. 119 (Martin v. Ballou) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Martin v. Ballou, 13 Barb. 119, 1852 N.Y. App. Div. LEXIS 76 (N.Y. Super. Ct. 1852).

Opinion

By the Court, C. L. Allen, J.

The. principal argument urged in support of the demurrer in this case is, that the will is entirely inoperative as a will of real estate, for the reason that the devises are made upon a condition which the testator has omitted fully to express. That the will was therefore never completed and does not declare the intention of the testator as to the disposition of his real estate, and that there are no legal means of supplying the omission and arriving at that intention. It is admitted that the devises contained in the first clause, standing alone, uncontradicted and unexplained, would pass the real estate, and create the sons tenants in common. But it is insisted that the .first clause is to be taken in connection with [122]*122the second, and is either superseded or controlled by it. That if the devises in the first and second clause are not connected together, then the second is to control, and amounts to a revocation of the first.

I. The first question that seems to present itself for consideration is, whether there is any condition stated in the will, or whether any was intended to be imposed. The rule of construction of wills is, as I understand it, that if the general intention of the testator can be collected, or any one particular object ascertained, expressions militating against that, may be rejected, if plainly appearing to have been inserted by mistake; and so with words apparently omitted by design. (Lines v. Doughty, 5 Vesey, 243. Melish v. Melish, 4 Id. 44. Constantine v. Constantine, 6 Id. 100. Phillips v. Chamberlin, 4 Id. 52. And see 1 John. Ch. 494; Jackson v. Sill, 11 John. 201.) The rule is, says the master of the rolls, in Melish v. Melish, “ That wherever there is a clear mistake, or a clear omission, recourse is to be had to the general scope of the will, and the general intention to be collected from it.” * In Phillips v. Chamberlin, the master of the rolls again observed, that the will “is so inaccurate that though an intention to give a legacy to the Humane Society is expressed, no legacy is interposed and consequently no legacy to them can take place.” Yet from the general intent of the testator to be gathered from the whole of that will, a sum of £20,000 was substituted for one of £30,000 inserted in one of the clauses, the court being clearly of opinion'that the former sum was intended instead of the latter. In Sherrat v. Bentley, (2 My. & K. 149,) the testator gave to his wife all other his real estate, and to her heirs, executors, administrators and assigns for ever. He then directed that none of the legatees should be entitled to take until twelve months after his wife’s decease; and in case his wife should happen to die, in his lifetime, and the before mentioned devises and bequests to her, real as well as personal, should lapse then the estate was given to S. to the use of such persons as his wife should by writing under her hand appoint. The testator then gave some pecuniary legacies : and proceeded to devise and be[123]*123queath to W. A. and his (testator’s) brother-in-law’s children, the residue of his real and personal estate, to be equally divided amongst them, share and share alike, at the decease of his said wife. The heirs at law contended that the will was void for uncertainty, on account of the repugnance, between the gift to the wife, and afterwards of the residue to others. It was held that the testator’s general intention, as collected from the concluding passages in his will, was to give the wife the full enjoyment during her life only, and to the persons named, afterwards ; and that the words heirs, executors, administrators and assigns •were to be rejected, on the ground that the latter part of a will shall prevail, against inconsistent expressions in the prior part of it. It is a settled and invariable rule in all these cases not to disturb the prior devises, further than is absolutely necessary for the purpose of giving effect to the posterior qualifying disposition. (1 Jarm. on Wills, 414.) Without reviewing the cases, see those collected in 1 Jarman from page 414 to 417.

The courts have always been anxious to adopt such a construction as will reconcile, and give effect to all parts of a will, and hence it is clear that words and passages, which are irreconcilable with the general context may be rejected, whatever may be the ideal position which they happen to occupy; for the rule which gives effect to the posterior of sever'al inconsistent clauses must not be so applied as in any degree to clash or interfere with the doctrine which teaches us to look for the intention of a testator in the general terms of the instrument, and to sacrifice to the scheme of disposition so disclosed, any words and phrases which have found a place therein. (12 Mass. Rep. 537. Helmer v. Craydock, 3 Vesey, 317.) Let us examine and test this case by the rules and principles considered in the numerous decisions to which we have above adverted. The first clause is, “ 1 give and devise to my sons all my real estate, together with the stock, eye. that are in use or useful on the premises, the land to be divided as hereafter mentioned.” This language is full and explicit, and the revised statutes make it an absolute devise, unless controlled, by the .subsequent clauses in the will. (2 R. S. 33, § 1, 3d ed. Also Id. p. 119, § 5.) The divis[124]*124ion mentioned in the first clause- was intended to be carried out by the subsequent clause; making the specific devises to each of •the sons. It may have been and probably was the intention of the testator, at one time, to cause each of these heirs to pay either the whole or a portion of the legacies bequeathed in the previous clauses, or perhaps an additional sum; but it is just as probable that afterwards he abandoned that intention; and supposed that leaving the sum-blank would be equally as effective as striking out the whole sentence. This would seem to be evident from the clause, following the one containing the specific devise to the defendant, in which he says, I give to my son" Samuel Willard the use of the Crandall farm during his life, and then to his heirs if he should leave any, if not the law makes provision in such cases.” In the same clause, he further says, It is my will and intention, that Rensselaer, Dutee and Daniel shall support me and fay all my debts; and then lastly he appoints those sons his sole executors, and adds, “ hereby establishing and confirming this and this only as my [his] last will and testament.” Now the devise to Samuel contains no clause intimating any condition, and though it is to him for life, yet the remainder is to bis lawful heirs if he leave any; if not, then to the heirs at law of the testator. In the same clause the declaration that it is his will and intention that his sons Dutee, Rensselaer and Daniel shall support him and pay all his debts, clearly shows that he intended to impose those obligations as a part consideration for the several devises to them,-and confirms the idea that the intention of the testator, to be collected from the whole will, was to devise to the three sons the several parts of his real estate, specifically described in the three clauses objected to; or rather that those clauses should constitute the division referred to, in the first clause of the will.

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Bluebook (online)
13 Barb. 119, 1852 N.Y. App. Div. LEXIS 76, Counsel Stack Legal Research, https://law.counselstack.com/opinion/martin-v-ballou-nysupct-1852.