Senger v. Senger's Ex'or

81 Va. 687, 1886 Va. LEXIS 133

• Court: Supreme Court of Virginia
• Decided: January 14, 1886
• Status: Published

Opinions

Richardson, J.,

delivered the opinion of the court.

The will of Daniel Senger, deceased, contains really but one clause, there being no formal division into separate and distinct clauses, as is usually the case. The provisions thereof out of which this controversy arose are as follows:

“It is my will and desire that all of my estate be equally divided between the children of my deceased son, Joseph Senger, and the children of my daughter, Elizabeth R. Showalter, taking into consideration what I have already given them.”

The testator then says: “And as I have given my daughter, Elizabeth Showalter, two thousand dollars, in land, it is my will that said sum of two thousand dollars be charged as that much advancement to the children of said Elizabeth Showalter, out of my estate. And as I have given to my grandson, Daniel P. Showalter, the son of Elizabeth Showalter, the sum of six hundred dollars; and as I have given to my grandson, Abraham Senger, and Susan C. Senger, the children of my deceased son, Joseph Senger, the sum each of seventeen hundred and twenty-two dollars and fifty cents, which I allowed them as down payment on a tract of land sold them, it is my will that these sums, mentioned above, shall be taken as advancements, and shall be chargeable as legacies out of my estate. It is my will and desire that no interest be charged upon advancements already made, or upon legacies made in future. It is my will and desire that, as fast as moneys come into the hands of my executor, that he pay out legacies to him or her, who are twenty-one years of age, who has received the least, until her or she are equal to the one who has already received, and they be carried along equally until the next highest advancements, until all are equal, then the balance of my estate be divided equal between the children of my daughter on the one hand, and the children of my deceased son, Joseph, on the other hand.”

After the execution of his will, the testator advanced Anthony, another son of Joseph, $1,722.50. On the day his will was executed, by writing under seal, signed by himself and his wife, the testator sold his tract of 172 acres of land to the said Abraham and Susan 0., children of his son, for $11,180, of which sum $3,445 down payment was paid in part of their legacy, and the balance was payable in eight annual installments, to fall due respectively on the 1st of March, 1883, and of each of the seven succeeding years, with vendor’s lien reserved.

The bill was answered by the defendants, the adults in person and the infants by guardian ad litem. An account was ordered, and the master reported that the accounts were properly avouched; that the testator died owning no real estate, and that his personalty amounted to $20,572.56, including the advancements; that there were no debts due from the estate; that the legatees were the widow (who had renounced the will), the four children of Joseph Senger, deceased, all of age except Daniel, who would be on the 9th of October, 1884, and the nine children of Elizabeth Showalter, all, except Daniel and John, infants, who would come of age, Benjamin on 4th of January, 1884, David 26th of August, 1886, Ida 12th of December, 1889, Ursey 16th September, 1891, Hettie 12th of November, 1895, Martin 24th of January, 1898, and Annie 29th of June, 1900 ; and that the Senger legatees claimed that lialf of the whole estate for distribution should be divided •equally among the four Senger children, and the other half .among the nine Showalter children, that is, per stirpes; and that the Showalter legatees claimed that the whole should be equally divided among the thirteen grandchildren, that is, per capita ; and he made alternate statements.

At the hearing of the cause, October 17th, 1884, the court decreed that the legatees took per capita, and not per stirpes; that after paying the debts and the costs, the executor should pay one-third of the residue of the estate to the widow, who had renounced the will, and should divide the balance equally among the grandchildren of the testator, taking into consideration the advancements, said money to be paid to such of them as were infants when they respectively arrived at twenty-one years of age; and recommitted the cause to the master to reform his report in accordance «dth the decree. The master having reformed his report as directed and returned the same, on the 13th of April, 1885, the court confirmed the report and decreed that, after paying the expenses of the administration and the costs of the suit, the executor should pay one-third of the estate, as it comes into his hands, to the widow, and then pay to the said grandchildren, or to such of them as would be entitled to a distributive share, as they respectively arrived at twenty-one years of age, until all are made as nearly equal as the estate in his hands, or to come into his hands, would .suffice to do so; and that he pay, first, Daniel Senger, $240, to make him equal with those who have received the smallest advancements, and then to such of the children of the daughter as are, or may be, twenty-one years of age, except Daniel, a sum which, together with their advancements of $240 each, would make the sum of $888 each, as of the 1st of February, 1885 ; and also to Daniel Senger a like sum, sufficient with his $240 to make the sum of $888, before paying any others of the grandchildren anything, and then divide the remainder into ten equal parts, paying the same to the nine children of the said daughter, and to Daniel Senger, share and share alike;: but if the estate should be sufficient in any event, to pay more to each of the last named ten grandchildren, then the sum of $1,860.30, received by the other three grandchildren, the children of Joseph Senger, then the executor should so distribute-the same as to make all of the said grandchildren equal; and that after paying to the widow and to Daniel Senger certain sums respectively, of the amount then in the hands of the executor, he should then divide the residue thereof into eight equal parts, and pay to each of the children of said daughter, except Daniel, who may be twenty-one years of age, one-eighth thereof, and loan out the residue on good security, at six per cent., until said children become twenty-one years of age, paying to their guardian or guardians who might thereafter be appointed, annually the interest accruing on the loan. And the decree further directs that as fast as moneys come into the hands of the executor he shall apply the same according to the principles of the decree, until the widow shall have received her one-third of the estate, and the ten grandchildren aforesaid, the children of H. O. Showalter and wife, and Daniel Senger shall all be made equal, taking into consideration their advancements, &c.

At the hearing of the cause, the depositions of several witnesses taken in behalf of the Senger legatees, were read against the protest of the counsel for the Showalter legatees. John W. Crist, one of them, deposed that, at the instance of the testator, and from “a draft of a will” produced by him, he drew the last will of the testator, who told the deponent that he wished him to follow “the old draft,” with the exception of these changes— “ the name of the executor,” “ correction of calculations,” and “ the property to go to his daughter’s children instead of to herself;” deponent, without being directed so to do by the testator, omitted the words “on the one hand,” after the words, “the children of my deceased son, Joseph Senger,” and also the words “on the other hand,” after the words, “the children of Elizabeth Showalter;” and that he omitted them because he thought those that remained would express the same idea. And he deposed further that the omitted words were in “the old ■draft ”—and also that on that occasion he had, at the testator’s request, made a calculation for him (a memorandum whereof in writing is filed with his deposition), by which it appeared that Mrs. Showalter having been advanced $2,600, and the amount to be divided being $8,580, a balance of $4,290 remained due her, of which the share of each of her nine children would be $476.66-¡-, whilst the children of Joseph must have $2,600, added to their half of $5,580, which would be $6,890 for the four, or $1,722.50 each, and that $3,445 was allowed Abraham and Susan out of the down payment on the land as part of their legacy, and that bonds were to be given by them for the balance of the price of the land; that this calculation was the basis of the whole will, and that the testator wanted one-half of his estate given to each set of his grandchildren.

Several witnesses testified that the testator had told them, before he executed his last will, that he intended giving one-half of his estate to the children of his son, and the other half to the children of his daughter, and that after he had executed said will he told them that he had so bequeathed his property, and that he had altered his former will, which gave half of his property to his daughter herself, because he was displeased with the way her husband had treated two of the children who had married without his consent. And one of the witnesses deposed that he, too, had, a short time before the execution of the testator’s last will, made for him, at his request, a calculation with similar results to the one made by the witness Crist, a memmorandum whereof is also made a part of his deposition.

From the said decrees Abraham Senger, Daniel Senger, Daniel T. Evers, and Susan C., his wife, formerly Susan C. Senger* obtained an appeal and supersedeas.

I. The clause of testator’s will—the meaning of which, when ascertained, must mainly determine this controversy—is as follows : “ It is my will and desire that all of my estate be equally divided between the children of my deceased son, Joseph Senger, and the children of my daughter, Elizabeth Showalter, taking into consideration what I have already given them.”

At the threshhold we are met with the enquiry, does this-language of the testator, the meaning of which is controverted* present a case for the admission of the parol testimony which was taken on behalf of the- appellants? The rules determining the admission or rejection of parol and extraneous testimony to explain a bequest, depend upon a distinction which has been established between ambiguities which are patent and those that are latent. A patent ambiguity is one apparent on the face of the will. If the ambiguity occurs in the wording of a will, producing a palpable uncertainty on the face of the instrument, extrinsic evidence cannot remove the difficulty without putting new words in the mouth of the testator, and, in. effect, making a new will for him. . In such case the only aid which can be brought to the. construction of the bequest is by comparing it with other parts of the will, and thus ascertaining the true meaning and giving effect to the -whole will, and every part thereof, if possible. On the other hand, a latent, ambiguity is when the will presents no uncertainty -on its face independently of the facts, and the uncertainty arises from evidence of something extrinsic, or by some collateral matter outside the will.

Lord Abinger, in Hiscocks v. Hiscocks, 1 M. & W. 367, says: “There is but one case in which parol evidence of intention can properly be admitted, and that is where the meaning of the testator’s words is neither ambiguous nor obscure, and where the devise is, on the face of it, perfect and intelligible, but from some of the circumstances admitted in proof an ambiguity arises as to which of the two or more things, or which of the two or more persons (each answering the words in the will), the testator intended to express. Thus, if -the testator devise his manor of S., and has two manors of north S. and south S., it being clear he means to devise one only, whereas both are equally denoted by the words he has used; in that case there is, what Lord Bacon calls, ‘ an equivocation;’ that is, the words equally apply to either manor; and evidence of previous intention may be received to solve the latent ambiguity, for the intention shows what he meant to do; and when you know that, you immediately perceive that he has done it, by the general words he has used, which, in their ordinary sense, may properly bear that construction. It appears to us that in all other cases parol evidence of what was the intention ought to be excluded, upon this plain ground, that his will ought to be made in writing, and if his intention cannot be made to appear by the writing explained by the circumstances, there is no will.”

Shelton v. Shelton, 1 Wash. 53, was the first case on this subject decided by this court. There the doctrine is laid down in accordance with the foregoing views. It was in that case held that parol proof" is not to be admitted to contradict the common meaning or legal import of plain words in a will; but shall be allowed to explain a person or thing intended by doubtful words, or to correct mistakes in either description. In Wooten v. Redd, 12 Gratt., Lee, J., speaking for the court, said: “ Declarations of the testator, as to his intention to make a particular bequest, or that he had made such a bequest, is not competent evidence, except where the terms in the will, independently and without ambiguity, apply to each of several different things or persons, when evidence may be received as to which of the subjects or persons so described was intended by the testator.” And the same doctrine was held in Roy v. Rowzie, 25 Gratt. 599. Staples, J., in Burks v. Lee, 76 Va. 388, says: “A party seeking to maintain a devise must show it by the will itself, and no defects in the language and in the instrument can be supplied by parol proof. The true inquiry is not what the testator meant to express, but what the words used do express.” Hawkins v. Garland, 76 Va. 149, defines latent ambiguity and holds that extraneous evidence is admissible both to show its existence and to remove it. Redfield quotes Jarman as authority for the rule that extrinsic evidence is inadmissible to alter, detract from, or add to the terms of a will, or to vary the meaning of the words, and adds that the plain and unambiguous words of the will must prevail, and are not to be controlled or qualified by any conjectural or doubtful construction growing out of the situation, circumstances or condition either of the testator, his property or family. 1 Redf. 429 (third ed).

In Robinson v. Allen, 11 Gratt. 788, Samuels, J., said: “The language of the will itself must be relied on as the chief guide. If that language be ordinary and popular, its meaning is to be construed according to its usual acceptation; if technical, legal terms be used, they must be construed in the sense which the law affixes.” Nor is the draftsman permitted to prove that he inserted or omitted words from the will, without the knowledge or consent of the testator, for that would be to set up a parol will, in the stead of the written testament, which has been made, published and probated. Roseborough v. Hemphill, 5 Rich. Eq. Ca. 95 (S. C.); Gaither v. Gaither, 3 Md. Ch’y Dec. 158.

But it is useless to multiply authorities. It is manifest, upon inspection of the language under consideration, that there is neither any ambiguity patent on its face, nor any latent ambiguity disclosed in it by the parol testimony produced by the appellants. The subject of the bequest is clearly expressed by words of the utmost comprehensiveness and perspicuity— "all my estate.” The objects of the testator’s bounty are designated by terms of equal perspicuity and definiteness—“ the children of my deceased son, Joseph Senger, and the children of my daughter, Elizabeth Showalter.” Both families equally near and dear to the testator, their common ancestor, the words used not being of technical signification, but words in common use and acceptation, and as used so unmistakably convey the idea that the testator’s grandchildren, not as classes, but as individuals, should equally share his bounty; that mere artificial rules of construction are not only useless, but a resort to them would be an uncalled for intrusion upon the clear and vigorous common sense with which the testator has expressed his intention.

But the learned counsel for the appellants, with much ingenuity and ability, resorts to the subtleties of grammar and of punctuation to find something recondite and peculiar in the signification of a single word, the preposition “ between,” which, it is contended, clearly indicates an intention on the part of the testator to separate his own grandchildren, each and all equal objects of his natural affection and beneficence, into two classes, with the view of making a difference in his benefaction among them.

Tn Crow v. Crow, 1 Leigh, 85, Carr, J., says.: “Look now at the' words of the will: ‘ The balance of my slaves to be equally divided between my children, to-wit: the heirs of William Crow, namely, (enumerating his son, William Crow’s children,) Thomas, Moses, John Crow (children of the testator,) and the children of my deceased daughter, Nancy Jones, and the children of my deceased daughter, Sarah Crow.’ ” Now suppose the testator had stopped here, could there be any doubt that each of his children and grandchildren would take equally, per capita? With that learned and sagacious jurist the word “ between ” suggested no such idea of separation into distinct classes suitable for the application of the theory of a division per stirpes.

The learned counsel for the appellant, in his brief, institutes a critical comparison of the variant significations of the prepositions “ between ” and “ among ” when used in such connection as the former is used in the chiefly contested clause of the will under consideration. It is well known that the same words are often capable of different meanings according to their collocation and connections. And the same prepositions are, for the most part, differently used and placed and do then express different ideas. But when they follow the verb “ divide ” their general signification is very similar, and in popular use are considered synonymous; though “ among ” denotes a collection and is never followed by two of any sort, whilst “ between ” may be followed by any plural number, and seems to denote rather the individuals of the class, than the class itself generically. But, whatever importance may be attached to such philological refinements, it is certain that the general rule laid down in Hoxton v. Griffith, 18 Gratt. 574, settles the controversy as to this case. In that case at p. 577, Joynes, J., says : “ where a bequest is made to several persons, in general terms indicating that they are to take equally as tenants in common, each individual will of course take the same share; in other words, the legatees will take per capita. The same rule applies when the bequest is to one who is living, and to the children of another who is dead, whatever may be the relations of the parties to each other, or however the statute of distribution might operate upon those relations in case of intestacy. Thus where property is given to my brother A., and to the children of my brother B., A. takes a share only equal to that of each of the children of B. So where the gift is to ‘ A.’s and ‘B.’s’ children, or to ‘the children of A. and the children of B.,’ the children take as individuals, per capita.” In the case under consideration we do not perceive anywhere in the context of the testator’s will even the first glimpse of testatorial intention to take this case out of the scope and operation of the general rule above laid down. In view of the principles thus well settled, there appears to be little, if any, room to doubt the correctness of the decision of the circuit court that by the will of the testator, it was intended that each of his thirteen grandchildren should share his estate equally, that is per capita. Brewer v. Opie, 1 Call, 212; Crow v. Crow, supra; McMasters v. McMasters, 10 Gratt. 275.

Indeed, this view, so far from being weakened, is powerfully strengthened by an examination of the other clause of the will touching this same bequest: “It is my wdll and desir.e that as fast as moneys come into the hands of my executor, he pay out legacies to him or her who is twenty-one years of age who has received the least, until he or she are equal to the one who has already received, and they be carried along equally until the next highest advancements, until all are equal;” meaning, necessarily, all the legatees.

Taken altogether, the one controlling idea of the testator appears to be an equality of benefaction to these thirteen legatees, all of whom were of equal nearness and interest to him. Such was the general intent, and the minor purposes all appear to point in the same direction.

But it is also contended that the decree of the 13th of April is erroneous in another particular, to-wit: that it directs that these legatees, infants and all, shall be equalized in their advancements now, when, as is contended, the will plainly declares that the executor shall make them equal or pay them, “as he or she becomes twenty-one years of age”—that is, the decree makes the legacies, of the infants vest immediately, instead of postponing the vesting thereof until each becomes twenty-one years of age, and thus comes within the description required by the will.

The policy of the law is to favor the immediate vesting of estates, and they will be held to be vested unless very decisive terms of contingency are used in the will. The first clause of the will, quoted above, vests the share of each legatee in him at once. And where property is clearly given absolutely by one clause, the right thereto will not be limited or restricted by a separate clause, unless the language of the latter is equally clear and explicit as that of the former. If the benefit is to be taken away, it must be by express words or necessary implication. Barksdale v. White, 28 Gratt. 224.

The true construction of the two provisions is, that whilst the first vests the legacies in each of the legatees immediately, the second postpones the actual possession and command of the money until the legatee attains maturity. In the meantime the fund is under the control of the court. And this construction, the decree of April 13, 1885, practically carries into effect. There being no error in the decrees complained of, they are affirmed.

Lewis, P., and Hinton, J., concurred in the opinion of Richardson, J.

Lacy, J., dissented.