Rice v. Rice

111 A. 439, 12 Del. Ch. 245, 1920 Del. Ch. LEXIS 36
CourtCourt of Chancery of Delaware
DecidedOctober 6, 1920
StatusPublished
Cited by4 cases

This text of 111 A. 439 (Rice v. Rice) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rice v. Rice, 111 A. 439, 12 Del. Ch. 245, 1920 Del. Ch. LEXIS 36 (Del. Ct. App. 1920).

Opinion

The Chancellor.

The legacy given to the widow is charged upon the lands which the testator devised as part of the balance of his estate, the personalty being insufficient for the purpose. When a pecuniary legacy is given, followed by a gift of the “balance of my estate,” or other general residuary clause, the legacy is charged on the land which passed as a part of the residuary estate. That this is the settled rule is not denied. In support of it the complainant’s solicitor' has cited 2 Jarman on Wills, (5th Ed.) *603; Lewis v. Darling, 16 How. 1, 14 L. Ed. 819; Cook v. Lanning, 40 N. J. Eq. 369, 3 Atl. 132; Williams v. Williams, 189 Ill. 500, 59 N. E. 966; Lacey v. Collins, 134 Iowa, 583, 112 N. W. 101; Knotts v. Bailey, 54 Miss. 235, 28 Am. Rep. 348; and other cases to the same effect have been cited.

In the case last cited there was a gift of the “balance of my .estate” following a pecuniary and specific bequest, which is the . language of the will now under consideration. The Mississippi Court thus aptly stated the principle on which the rule is based:

[247]*247“If the testator has expressed his intention one way or the other, that must prevail. But there are many cases, where the language of the will is obscure, and where the court must explore the entire instrument to ascertain the purpose. If it is manifest that the design was that the legacies should be paid at all events, no matter in what part of the will it appears, then the implication is fair and just, that the residuary legatee and devisee shall only have the remainder, after the satisfaction of previous dispositions.”

In other cases the words, “rest,” “residue,” “remainder,” and the like, were= used in the residuary clause. In Delaware in two cases the words “if any there be” after a gift of the “balance” or “remainder” were used in wills in the interpretation of which the rule was applied. Hilford v. Way, 1 Del. Ch. 342, and Rambo v. Rumer, 4 Del. Ch. 9. In the latter case Chancellor Bates said:

“The effect of the devise of ‘all the balance of my estate’ is to make the whole estate, real and personal, an entire fund for all the purposes of the will, debts and legacies, until the payment of which the residuary devisees take nothing. There being no specific devise of real estate, the terms ‘all the balance’ can have no application but to what remains after paying the debts and legacies.”

In the case of Getchell v. Rust, 8 Del. Ch. 284, 68 Atl. 404, Chancellor Nicholson said in passing that in these two cases “the existence of a residuary clause was considered to be demonstrative evidence of an intention to charge a legacy upon the land.” The general principle was also recognized in Ferris v. Ferris, 11 Del. Ch. 171, 98 Atl. 215, where, however, che residuary gift' was of “whatever residue may remain after all debts and legacies have been paid,” and there wpre other words indicating an intention to charge the legacies on land. So also in the Orphans’ Court in the case of In re Estate of Sutton, 11 Del. Ch. 460, 97 Atl. 624, while sitting as Presiding Judge I found that the rule was inapplicable there, but expressed the opinion that the words “if any there be” following a gift of the balance of an estate gave a stronger evidence of testamentary intention than a gift merely of the balance. But no court has so held, so far as I know, and upon further reflection I do not at this time see that the words above quoted have weight to determine testamentary intention. If a testator uses words which show that he intended to dispose of all of his estate regardless of its character, and after making certain gifts concludes with a gift of the balance of his estate, [248]*248then there is a blending of personal property and realty, if he have both, and the “balance” includes only what is left of his estate after the prior dispositions have been complied with. Therefore, the legatee is entitled to have her pecuniary legacy paid out of the realty when the personalty is insufficient.

A further question is, whether the widow is entitled to dower in the land of her deceased husband as well as the legacy under his will, or must she elect between them? A widow may be put to her election between dower and the testamentary provision for her, either (1) by virtue of the statute, or (2) by the principles established and enforced in courts of equity independent of statute. Chancellor Bates in Warren v. Morris, 4 Del. Ch. 289, noted the difference between the statutory and general equitable rules as to election in such cases. By statute if a testator devises to his wife “any portion of his real estate,” the devise is to be taken to be in lieu of dower unless the testator declares otherwise. Revised Code of 1915, § 3307, p. 1523. Quite.clearly the pecuniary legacy is not a devise of real estate. The charging of payment of a pecuniary legacy on real estate does convert the gift of money into a devise of real estate. The legal effect of charging the legacy on land is to give the legatee the right to enforce payment thereof by a sale of the land in case the owner of the land charged does not do so voluntarily. The charge is a lien on land, but is not land.

In Chandler v. Woodward, 3 Harr. 428, the Superior Court in 1842, on an appeal from the Orphans’ Court, construed the will of Samuel Woodward. He directed his executors to set apart a sum of money out of his “estate” and pay over the interest thereon to his wife while she remained his widow, and then directed a sale and conveyance of both real and personal estate and a division of the proceeds among his four daughters. The decree of the Orphan’s Court that the gift was not a devise of real estate within the meaning of the statute was affirmed in the Superior Court. In the opinion of the latter Court the words of the statute “did not mean a mere pecuniary bequest of a legacy, though the proceeds of the land might be called in to secure payment of such legacy.” Therefore, the widow of Charles Rice is not by the statute put to her election.

[249]*249It is claimed, however, that because the payment of the legacy is by inference charged on the real estate of the testator, the'legatee is put to her election between dower and the legacy under the established equitable principles. These principles were stated in this State both in the Court of Chancery and in the appellate court, the Court of Errors and Appeals, in the case of Kinsey v. Woodward, 3 Harr. 459. After the decision in Chandler v. Woodward, supra, that the widow of Samuel Woodward was not by virtue of the statute put to her election, the residuary legatees and executor of Samuel Woodward filed a bill in Chancery to compel her to elect; but Chancellor Johns, Jr., held otherwise, and his decree was affirmed on appeal. The Chancellor found that the assertion of a claim of dower would not defeat the will, for the direction to sell and convey related only to the estate which the testator had, and the estate which he had was subject to the wife’s claim of dower.' His opinion concluded as follows:

“If on this will the widow can be put to her election, it will be difficult to find any case of a devise of land, after a legacy to the wife, that would not fall within the same principle."

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Bluebook (online)
111 A. 439, 12 Del. Ch. 245, 1920 Del. Ch. LEXIS 36, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rice-v-rice-delch-1920.