Richards v. Humphreys

32 Mass. 133
CourtMassachusetts Supreme Judicial Court
DecidedOctober 15, 1833
StatusPublished
Cited by2 cases

This text of 32 Mass. 133 (Richards v. Humphreys) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Richards v. Humphreys, 32 Mass. 133 (Mass. 1833).

Opinion

Shaw C. J.

drew up the opinion of the Court. The only question left for the decision of the Court in the present case is, whether the payment made by John Hawes, the testator, in his life, to his sister Mrs. Richards, the present plaintiff, under the circumstances in proof, amounted to an ademption, pro tanto, of the legacy now sued for.

The ademption of a specific and of a general legacy depends upon very different principles. A specific legacy of a chattel, or a particular debt, or parcel of stock, is held to be adeemed, when the testator has collected the debt, or disposed of the chattel or stock, in his lifetime, whatever may have been the "intent or motive of the testator in so doing. But when a general legacy is given, of a sum of money out of the testator’s general assets, without regard to any particular fund, inten[136]*136tian is of the very essence of ademption. The testator, during his life, has the absolute power of disposition, or revocat¡on_ jf jje pay a ]egaCy ¡n express terms during his lifetime, although the term payment, satisfaction, release or discharge he used, it is manifest that it will operate by way of ademption, and can operate in no other way, inasmuch, as a legacy, during the life of the testator, creates no obligation upon the testator or interest in the legatee, which can be the subject of payment, release or satisfaction. If therefore a testator, after having made his will, containing a general bequest to a child or stranger, makes an advance, or does other acts, which can be shown by express proof, or reasonable presumption, to have been intended by tjre testator as a satisfaction, discharge or substitute for the legacy given, it shall be deemed in law to be an ademption of the legacy. Hence it is, that when a father has given a child a legacy as a portion or provision for such child, and afterwards, upon the event of the marriage, or other similar occasion, makes an advance to such child, as and for a portion or provision, though to a smaller amount than the legacy, it shall be deemed a substitute for the provision contemplated by the will, and thence as an ademption of the whole legacy. This is founded on the consideration, that the duty of a father to make a provision for his child, is one of imperfect obligation and voluntary, that his power of disposing is entire and uncontrolled, that he is the best and the sole judge of his ability in this respect, and of the amount which it is proper for him to appropriate to any one child, as such provision. The law pre sumes, in the absence of other proof, that it was the intention of the father by the legacy to make such provision, that it was not his intention to make a double provision, that when after the will is executed, another provision is made for the same child, the original intent of making such provision by will is accomplished and completed, that the purpose of giving the legacy is satisfied, and of course concludes, that the legacy itself is adeemed. And if the subsequent portion or provision made in the lifetime of the testator, is less than the legacy, still it operates as an ademption of the whole legacy, not because a smaller sum can be a payment of a larger, but [137]*137because it manifests the will and intent of the testator, who is the sole disposer of his own bounty, to reduce the amount of the provision, originally contemplated, when he made his will. Hartop v. Whitmore, 1 P. Wms. 681 ; Clarke v. Burgoyne, 1 Dick. 353. From this view of the subject of the ademp tian of general legacies, it seems manifest, that the ademption takes effect, not from the act of the legatee, in releasing or receiving satisfaction of the legacy, but solely from the will and act of the testator, in making such payment or satisfaction, or substituting a different act of bounty which is shown by competent proof to be intended as such payment, satisfaction, or substitute.

The question therefore is, whether from the facts shown in the present case, it sufficiently appears, that the advance of money made by the testator in his lifetime to his sister, was intended as a part payment and satisfaction of the legacy given to her by his will; if it was so intended, the law deems it an ademption pro tanto.

Most of the cases cited on the part of the plaintiff, to show what the law does, and what it does not, regard as an ademption, are cases where the testator, in making an advance during his lifetime, does not express the object or purpose of such advance, and its intended effect upon a legacy given, and are designed to show, from what combinations of facts and circumstances, the law will or will not raise a presumption, that it was the intention of the testator, that the advance should or should not operate, in whole or in part, as a satisfaction or substitute for the legacy. But they all proceed upon the assumption, that where such intention is proved, either by legal and competent proof, or by legal presumption, the consequence of ademption will follow. Such were the cases of Ex parte Dubost, 18 Ves. 140, and Powel v. Cleaver, 2 Bro. C. C. 499 ; the former, that of an illegitimate child, described as the daughter of another person, and the latter, of a niece. There was nothing in either case, satisfactorily to show that the testator intended to place himself in loco parentis, and therefore nothing, according to the somewhat artificial reasoning before stated, to raise the presumption, that he intended the legacy as a provision for a child. The [138]*138ground therefore was taken away, upon which the law would conclude that the advance on marriage was intended as a provision, and therefore there being neither evidence nor presumption, that the advance was a substitute for the legacy, it could not operate as an ademption.

In the present case we are of opinion, that conforming strictly to the rules of law, in regard to the admissibility of evidence, it is quite apparent from the facts proved, that the payment was intended by the testator, as an advance on account of this legacy, and an ademption pro tanto.

If it stood upon the receipt alone, we are strongly inclined to the opinion, that by a necessary construction it must apply to this legacy. It acknowledges the receipt of the money, of Hawes, in part of the plaintiff’s right of dower under his last will, he being her brother. Had the words, “ of dower,” been omitted, the receipt would have been sufficiently clear, to wit, her right under his last will and testament. When the words come to be applied to the subject matter, it is apparent that they are perfectly senseless. If by retaining these qualifying words, the clause could be made to apply to any other right or subject matter, or if the effect of them in their actual application, would be such that they could not apply to and describe this legacy, the Court would certainly not be warranted in rejecting them. It is a general rule, in the construction of written instruments, that where words are used, by way of description, of persons or things, and the words apply in all material particulars to one subject, and there is no other, to which they can apply, they shall be considered, as applying to that which they do describe, sufficiently to in dicate its identity, although they fail in some particular. Such misdescription is regarded as a latent ambiguity, which arises, when the words come to be applied to the subject matter, and therefore may be corrected by showing aliunde

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Bluebook (online)
32 Mass. 133, Counsel Stack Legal Research, https://law.counselstack.com/opinion/richards-v-humphreys-mass-1833.