Shaw v. Hughes

108 A. 747, 12 Del. Ch. 145, 1919 Del. Ch. LEXIS 20
CourtCourt of Chancery of Delaware
DecidedDecember 17, 1919
StatusPublished
Cited by6 cases

This text of 108 A. 747 (Shaw v. Hughes) 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
Shaw v. Hughes, 108 A. 747, 12 Del. Ch. 145, 1919 Del. Ch. LEXIS 20 (Del. Ct. App. 1919).

Opinion

The Chancellor.

The bill is by the personal representatives of Mary S. Harrington and in effect one for instructions as to the proper distribution of assets which- came to the decedent from her husband, William M. Harrington, under his will, and the will to be construed is his and not hers. All parties interested in both estates are -before the court, and their ■ respective rights may, therefore, be adjudicated fully here.- ■ • •

: In general terms, there was a general devise and bequest by William M. Harrington of all of his property to his wife “and her ■ assigns forever.” • She was given the option to hold it and receive the income of it for her own use. . She could also sell and convey it; receive and use the purchase money, or reinvest it and receive and use the income from the investments. At her death the real estate, if not theretofore sold by her, was devised by the testator ■ in fee to his and his wife’s brothers and sisters living at her death, • and the children of his and her brothers and sisters dead at his : or her death, with representation by stocks. If his wife should sell all of the real estate, and there be any moneys, investments or effects remaining out of the proceeds of sale of the real and personal property, then “after paying all just debts,” the testator gave the same “together with whatever personal property herein-before mentioned and bequeathed which may be left at her death” to all of his and his wife’s brothers and sisters living at her death, and to the children of his or her deceased brothers or sisters living at her death.

Two distinct and clearly defined purposes appear in the will, taken as a whole: (1) A gift of all his property to his wife for her support; and (2) a gift to others of whatever of his estate she did not in her life use for her support. To effectuate these purposes it must be found that the wife took only a life estate, and took it by implication, for it was not given in express words-.

Though it was urged that by the first item of the will an ' absolute estate was given by the use of the words “estate,” [150]*150“property” and “assigns,” and that it was not cut down to a lesser estate by other words in the will, still it was admitted, as it must have been, that even a clear, absolute gift may be so cut down where the testator with reasonable certainty has indicated in other parts of the will the intention to so cut it down. The Court of Errors and Appeals did this in the case of Doe d. McColley v. Lampleugh, 3 Houst. 461, though it was urged that to do so would produce a result repugnant to the nature of the first devise, which it was claimed was a devise in fee simple. This is but another application of the general rule so often stated and applied by our courts that the testamentary intention must prevail unless it be contrary to law.

The first question, therefore, is not whether .by the first item an absolute estate was given, but whether if it be given there is in subsequent parts of the will a clear, manifest and unmistakable purpose to limit it to a lesser estate. It is not sufficient to raise a doubt where there be a clear devise to the first taker. But before considering this feature it must be noted that there is not a clear absolute devise, whether the first item be considered by itself, or with the rest of the will. Though the words “and to her assigns” might in some connections imply an absolute gift, yet taken in connection with the subsequent gift of a power of conversion, these words are naturally and logically intended to refer to those persons .to whom his wife in her lifetime transferred his property. It could not have meant all persons who should succeed to the property from her, for that would include her devisees, whereas she was not given a power to dispose of the property by will. Assuming, however, that by the first clause there was an absolute gift, it is equally clear that inasmuch as it was followed by a right of disposition for his wife’s support.and a gift over of the part, remaining undisposed of for that purpose, there was a clear, manifest and unmistakable purpose to give to his wife an estate less than a fee simple or absolute estate.

As to the legal effect of giving a power of disposition of the property, the following principles have been established. Though there are some exceptions, courts have very generally held that where there is a gift for life in express terms, a power of disposition does not enlarge the gift to a fee simple. When an absolute power [151]*151of disposition is added to a general gift which does not specify the quality of the interest, the devisee takes a fee. 2 Alexander’s Commentaries on Wills, §§ 929, 973.

It also seems to be a clearly settled rule that a qualified power of disposition does not create a fee simple estate whether the power be annexed to a life estate expressly given, or to a general devise which does not specify the quality of the estate. This principle is always applied when the gift is followed by a power to use or dispose of the property for the support and maintenance of the beneficiary. In cases where there is superadded to such a gift for support a gift of what remains undisposed of by the first taker, it is always regarded that the first taker took a life estate only. The following cases support these last two propositions:

In Stuart v. Walker, 72 Me. 145, 39 Am. Rep. 311, the court gave a very clear exposition of the law as to the effect of a power of disposal annexed to a gift made in general words. The effect of the power of disposal depends, the court said, on whether it is qualified or unqualified. If unqualified the gift over is void as repugnant. The court then said:

“But where the power of disposal is not an absolute power, but a qualified one, conditioned upon certain event or purpose, and there is a remainder or devise over, then the words last used do restrict and limit the words first used and have the force and efficacy to reduce what was apparently an estate in fee to an estate for life only. Thus: A gives an estate to B, with the right to dispose of as much of it, in his lifetime, as he may need for his support, and if anything remains unexpended at B’s death, the balance to go to C. Here there may be something to go over. B is to dispose of the estate only for certain specified purposes. He can defeat the remainder, only by an execution of the power. The clear implication of such a bequest, taking all its parts together, is that B is to possess a life estate. • Here a life estate is implied, and is not expressly created.” 72 Me. 149.

In Brookover v. Branyan, 185 Ind. 1, 112 N. E. 769 (1916), there was a general gift of all the testator’s property to his wife with power to sell and convey it “for her use.” By the next clause it was provided that “if any of said property should be left at the death of my wife,” it should go to a daughter if then living, etc. The wife did not sell or convey the property in her life, but disposed of it by will. The question was whether she took a fee or life estate. It was held that though the first clause was sufficient [152]*152to vest a fée, yet the intent was to be found by considering all the relevant portions of the will and in the light of the surroundings of the testator when the will was made. It was considered that the power of disposition was limited to her use, i. e. support and maintenance, taking into consideration the value of the estate and her station in life, and did not authorize a gift or devise of it by hér.

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Cite This Page — Counsel Stack

Bluebook (online)
108 A. 747, 12 Del. Ch. 145, 1919 Del. Ch. LEXIS 20, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shaw-v-hughes-delch-1919.