Sawyer v. Baldwin

37 Mass. 378
CourtMassachusetts Supreme Judicial Court
DecidedJune 29, 1838
StatusPublished

This text of 37 Mass. 378 (Sawyer v. Baldwin) 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
Sawyer v. Baldwin, 37 Mass. 378 (Mass. 1838).

Opinion

Morton J.

delivered the opinion of the Court. The principal questions, in this case, arise upon the construction of the will of Henry Hovey deceased. He being possessed of a large estate devised it to trustees to hold and dispose of in' the manner particularly pointed out in the will, but which it is not necessary here to repeat. The defendant, being the only trustee who accepted the appointment and having in part executed the trust reposed in him, now holds a large fund to be distributed according to the directions of the will. Upon the general fund, a number of minor legacies and annuities were charged. But the testator’s three sisters and their families were the principal objects of his bounty.

In relation to one of them, Mrs. Jenkins, who was provided for out of real estate in Boston, no question arises.

To Mrs. Hyde and Mrs. Houghton annuities were given during their lives ; and should their husbands, or either of them, survive their wives, they also were to receive annuities during life. After the death of these two sisters and their husbands, the fund in the hands of the trustee was to be equally divided between their families. No question in rela [383]*383non to the half of the fund which is to be paid over to the family of Mrs. Hyde, has been brought before us.

In reference to Mrs. Houghton’s family the will contains the following clause, “ And at the decease of my said sister Nab-by Houghton, the one half of all of said fund so to be held for my said two sisters, their children and husbands, is to be held by my said trustees, for the use of her the said Nabby’s children, and to be paid or conveyed to her children and grandchildren in manner following, that is to say, one half of hei said share to her daughter E iza Sawyer, the wife of Ezra Sawyer, or to her children then living, and the other half of her said share to the children of Edmund W. Houghton, son of said Nabby Houghton, if any he have living, and if he have no children living, then to go to such person or persons, as would be his legal heirs, if he were deceased.” No doubt arises on the construction of the latter clause. One quarter of the trust fund therein named, is clearly given to those grandchildren of Mrs. Houghton, who were children of her son Edmund W. Houghton.

The plaintiffs in this suit seek to recover the other half of Mrs. Houghton’s share, and contend that by the above clause, it was the manifest intention of the testator to give the same to Mrs. Sawyer.

The questions which arise upon this provision in the wil are, is Mrs. Sawyer entitled to the whole of this quarter of the trust fund, viz. one half of the moiety given to her mother’s family ? or is she entitled to the same in common with hei children ? and if so, in what proportions are they to receive it ? is it to be divided per capita, or is Mrs. Sawyer to receive one half and her children the other ?

It is obvious that the trustee has no interest in these questions. He is ready and desirous to pay over the funds to whomsoever they belong, and to be relieved from an unpleasant fiducial responsibility. It is very proper that be should have a decree of this Court which will protect him in the execution of this trust. All persons interested being parties to this suit, a final decree will be obligatory on all and fully justify him in complying with it.

The general rules, relative to the construction of wills as [384]*384well as other instruments, are too well known and too fully established to require discussion or explanation. But each case depends so much upon its own peculiar circumstances, that no great aid can be derived from any rule= of construction which have been or can be adopted. The leading object which should always govern us, the polar star which should ever direct our course, is the intention of the testator. Different persons use such different language to express their intentions and use the same terms in such variant and sometimes opposite senses, that no uniform rules will apply to ail cases. It frequently is difficult and sometimes impossible to ascertain with certainty the real meaning intended to be expressed by the language used. But whenever the intention of the testator can be satisfactorily ascertained, it must prevail over all mere rules of .construction, whether legal or grammatical.

It is apparent, that the testator, in the clause under consideration, did not correctly and fully express his meaning. He manifestly, either used one word when he intended another, or he omitted some words necessary fully to express his intention. If he intended to give the fund to Mrs. Sawyer’s children jointly with herself, the disjunctive conjunction or must be changed into the copulative conjunction and. If he intended to give the whole to Mrs. Sawyer absolutely, the words “ or her children ” become mere surplusage. But if he intended to give it to her conditionally, and in a certain event to her children, then some words must have been omitted which would show in what event or upon what condition her right was defeated and her children were to take it.

There can be no doubt that and may be substituted for or and vice versa, or other words supplied, according to what may appear to be the meaning of the testator. Of the numerous cases, in which words have been rejected, substituted or supplied by the Court, the plaintiffs’ counsel has referred to a great number, and quite enough to establish his position.

But the Court will not take such liberty with the language of an instrument, except when the meaning of the author clearly requires it. To ascertain the intention of a testator, we do not coniine ourselves to the clause on which the doubt arises, but carefully lock through the whole will, at his sitúa [385]*385tion and circumstances, and tne extensive oojects upon which ihe will is to operate, and endeavour from a view of the whole to learn his general objects and purposes, and, if possible, to ascertain his real intent and will. And in reference to the instrument under consideration, it gives us pleasure to find that they all look one way, and that the general design and purpose correspond with what we suppose to be the particular intent in this case.

In reading over this clause of the will, the first impression made upon the mind (and this seldom misleads) is clear and strong, that the testator intended to give this portion of the trust fund, wholly to Mrs. Sawyer, and that her children were to take by substitution only, in the event of her death before the time of payment arrived. This impression we think would be general, if not universal. The doubt arises only from a critical examination of the language.

The expression itself strongly indicates the same meaning. The fund is to be paid over to Eliza Sawyer or her children, then living. It cannot be supposed that the testator intended that it should be paid to the one or the other indefinitely. This would be entirely uncertain, and it never could be known to whom to pay it. Nor can it be supposed, without an essential change of language, that his intention was that it should be paid over to both his niece and her children. To her or her children, necessarily excludes the one or the other. The disjunctive or has unusual force and significancy, and cannot be converted into and, but upon clear evidence that the testator’s intention requires it. This evidence, we think, is wholly wanting.

Free access — add to your briefcase to read the full text and ask questions with AI

Cite This Page — Counsel Stack

Bluebook (online)
37 Mass. 378, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sawyer-v-baldwin-mass-1838.