McCarthy v. Walsh

122 A. 406, 123 Me. 157, 1923 Me. LEXIS 131
CourtSupreme Judicial Court of Maine
DecidedOctober 20, 1923
StatusPublished
Cited by4 cases

This text of 122 A. 406 (McCarthy v. Walsh) 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
McCarthy v. Walsh, 122 A. 406, 123 Me. 157, 1923 Me. LEXIS 131 (Me. 1923).

Opinion

Morrill, J.

All parties to this proceeding seek interpretations of portions of the will of Charles McCarthy, Jr., late of Portland, deceased, who died April 2, 1921, viz.:

“Second: I give, devise and bequeath to my beloved wife, Elizabeth G. McCarthy, if living at my decease, the income of all my estate, of every name and description, wherever and however situated, to be used and enjoyed by her during her natural life. At her death, or if she be not living at my decease, said estate is to be disposed of as follows, viz.:”

Then follow certain provisions designated by letters as subdivisions of the above item, of which those marked (c), and part of (e), and the final provision (h) are in question, as follows:

“(c) I give, and devise to Elizabeth B. Dunphy,. who has been reared in my family since her childhood, land and buildings at _5.74 Congress Street in said Portland, now under lease to Libby & Chip-man, to have and to hold to her, her heirs and assigns forever. If, however, she shall die without leaving lawful issue then I give [159]*159and devise said land and buildings to the surviving sons of my said nephew, Florence J. McCarthy, in equal shares, the child or children of any deceased son to take by right of representation, to have and to hold to them and their heirs and assigns forever.”

“(e) I give * * * * to the Reverend John O’Dowd, pastor of the Church of the Sacred Heart, situated in said Portland, One Thousand (1,000) Dollars, to be used in the purchase of stained glass windows for that church, the latter gift upon condition that the said Reverend John O’Dowd celebrate or cause to be celebrated a mass once a week for the repose of the souls of myself and my beloved wife Elizabeth during his pastorate of that church.”

“(h) All the rest, residue and remainder of my estate, of every name and nature and wherever and however situated, including any of the foregoing legacies which may lapse or fail for any reason whatsoever, I direct shall be disposed of according to the laws of inheritance of the State of Maine in force at date hereof.”

The cause is submitted upon the bill, the truth of the facts therein stated being admitted, the answer of David W. Snow and Edward Duddy, Executors of the will, who disclaim any interest in the controversy, and a decree taking the bill pro confesso against certain defendants.

It appears from the bill that said Snow and Duddy “turned over to Louis S. Walsh, conservator of the estate of the life tenant, Elizabeth G. McCarthy, the whole of said estate of Charles McCarthy, Junior, as set out in their several.accounts filed and allowed in the Probate Court for said County of Cumberland, their third and final account as such executors being allowed by said Court on July 31, 1922;” that the “said Elizabeth G. McCarthy, life tenant under the will of said Charles McCarthy, Junior, died on the tenth day of January, A. D. 1923, and the said Louis S. Walsh was appointed and qualified as special administrator of her estate on the first day of March, 1923, pending the probate of her said will. In such capacity he now holds the whole of the estate of Charles McCarthy, Junior, which wTas formerly held by him as conservator of the estate of said Elizabeth G. McCarthy during her said life tenancy.”

The said defendants, Snow and Duddy, are properly made parties to this bill, because, upon renewing their bond to the Judge of Probate, they are entitled to receive, as executors of the will of Charles McCarthy, Jr., from the conservator of the estate of the life tenant, [160]*160Elizabeth G. McCarthy, upon the settlement of his account in the Probate Court, the estate of Charles McCarthy, Jr., so turned over to him, and should distribute the same according to said will.

The court is asked to construe and interpret the provisions of said will before quoted, and particularly to determine:—

First: Whether or not the said Elizabeth Kelleher, Mary Plane and Joanna McCarthy Ferris, and Florence J. McCarthy, nieces and nephew, the heirs at law and next of kin of said Charles ^McCarthy, Junior, take the whole of the said residue and remainder of the estate of said Charles McCarthy, Junior, and if not what share of said residue and remainder they are entitled to, and what person or persons are entitled to the balance of- said residue.

'The plaintiffs contend that the next of kin above named are the only persons interested under said residuary clause, and that the representatives of the estate of Elizabeth G. McCarthy, the widow, who took a life estate in the entire estate of Charles McCarthy, Jr., have no interest under the residuary clause.

The special administrator of the estate, and executor of the will, of the widow, and her next of kin claim that R. S., 1903, Chap. 77, Sec. 1 furnishes the rule for the distribution of the residuary estate, and that Mrs. McCarthy took under the will of her husband not only a life estate in his entire estate, but also a vested remainder in one hah of the residue, which now passes under her will to her legatees and devisees.

If this construction is correct, it is apparent that both she and her next of kin would take under the residuary clause only in case she survived her husband; upon the theory of her personal representative and the legatees under her will, if she survived her husband, the residuary estate would be distributed under Paragraphs I and VI of Section 1 of Chapter 77; if she did not survive him, it would be distributed under Paragraph VI alone. If the testator intended that his wife’s next of kin or legatees should share in his residuary estate, it is worthy of note that he did not provide against the above result.

It is familiar law and not disputed, that the intention of the testator collected from the whole will and all the papers which constitute the testamentary act, is to govern; that the intent is to be sought in the will as expressed. The language of Mr. Justice Miller in Clark v. Boorman’s Executors, 18 Wall., 493, is so pertinent that we quote: “It may well be doubted if any other source of enlighten-[161]*161men! in the construction of a will is of much assistance than the application of natural reason to the language of the instrument, under the light which may be thrown upon the intent of the testator by the extrinsic circumstances surrounding its execution and connecting the parties and the property devised with the testator and with the instrument itself.”

The cases cited by counsel, and such as we have found, do not afford much aid. Counsel for the executor of Mrs. McCarthy’s will relies much upon Carver v. Wright, 119 Maine, 185, as sustaining his claim of a vested remainder; that case did hold that the will there under consideration created a vested remainder in favor of the testator’s “children,” and that there was no legal inconsistency in the life tenant taking also a share in the vested remainder; but the case does not aid us in determining the intention of the testator when he used the words, “according to the laws of inheritance of the State of Maine.” Nor do the cases from Massachusetts cited at the close of that opinion aid us; they hold that a bequest or devise of a remainder, after a life estate, to the heirs at law of the testator, goes to those who are such at the testator’s death; that is the general rule unless a different intent is plainly manifested by the will. Dove v. Torr, 128 Mass., 38.

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Bluebook (online)
122 A. 406, 123 Me. 157, 1923 Me. LEXIS 131, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccarthy-v-walsh-me-1923.