Stone v. Stokes

163 F.2d 704, 82 U.S. App. D.C. 299, 1947 U.S. App. LEXIS 2301
CourtCourt of Appeals for the D.C. Circuit
DecidedSeptember 15, 1947
DocketNo. 9478
StatusPublished
Cited by4 cases

This text of 163 F.2d 704 (Stone v. Stokes) is published on Counsel Stack Legal Research, covering Court of Appeals for the D.C. Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Stone v. Stokes, 163 F.2d 704, 82 U.S. App. D.C. 299, 1947 U.S. App. LEXIS 2301 (D.C. Cir. 1947).

Opinion

CLARK, Associate Justice.

This is an appeal from a judgment of the District Court construing Section 1 of the will of Sylvanus Stokes (who died in 1934), particularly clauses (e) and (f) thereof. Section 1 is reproduced in the margin.1 The complaint asking for the construction [706]*706was filed by appellee, a daughter-in-law of the testator. She named as defendants the surviving trustee under the will and the testator’s three grandchildren. From a judgment construing the controversial clauses favorably to appellee’s contentions one of the grandchildren appeals, the others having agreed in their answer to the complaint to abide by the lower court’s conclusions.

The issue raised by the complaint and separate answers of the appellant and of the surviving trustee is whether under Clause (e) appellee is to receive the sum of $50 per month for life subject to be terminated only if she ceases to be the wife of Sylvanus Stokes, Jr., or remarries in case of his death, or whether this right to $50 per month ceases when the incumbrances on the property are reduced to $50,000, as is now the case, and the property is conveyed to the grandchildren by the trustee under Clause (f). It is the contention of the appellant that the appellee’s right ceases in the latter contingency.

The crux of the appellant’s contention is that what the appellee received under Clause (e) of the will was a mere right to receive money from trustees which ended when by virtue of the conveyance pursuant to Clause (f) the trustees parted with the property and brought their functions to a close. If Clauses (e). and (f) alone be regarded, and if their terms must be given a precisely literal and technical significance, the appellant’s contention would be correct. But in searching for the intent of the maker of a will — which must be given effect unless inconsistent with law2 — a court must take a broader view. The intention is to be determined “by construction of the whole will and not from detached paragraphs; and where the intention is apparent, it should be given effect — and this is true — even though to do so involves the rejection of the literal meaning of particular words.” Walker v. Thomas, 1935, 64 App.D.C. 148, 150, 75 F.2d 667, 669, 99 A.L.R. 713. If explanatory and qualifying later language in a will indicates that a non-technical meaning was intended, then the literal or technical meaning of prior language should be disregarded and the intent of the maker of the will prevail. Board of Directors of City Trusts of City of Philadelphia v. Maloney, 1944, 78 U.S.App.D.C. 371, 141 F.2d 275.

In the light of these guiding principles of construction we think that the interpretation placed upon the will by the court below, i.e., that it was the intention of the maker that the appellee should receive $50 a month out of the property— provided her marital status remained unchanged — unless the trustees determined that the incumbrances could not be reduced to $50,000, is sound. The testator clearly had in mind one instance in which a termination of the monthly payments to the appellee should be effected since he provided in Clause (g) that in the event the trustees were not able to reduce the incumbrances to $50,000 they were to stop the payments to the appellee and convey the property to the grandchildren mentioned in Clause (f). But the appellant’s reading of the will disregards the implication of Clause (g) that the payments to the appellee should not stop if the incumbrances could be reduced to $50,000; and that implication is not contrary to Clause (f) unless the latter clause is read alone and unless both Qauses (e) and (f) are read so literally and technically as to confine the rights of the appellee to a claim against the persons named as trustees rather than to a charge against the property. There is no express provision in either Clause (e) or (f) for termination of the monthly bequest so long as the prescribed marital status is maintained.

The appellant contends that the will evidences. a primary and secondary intention on the part of the testator — a primary intention through the medium of a trust estate to build up the testator’s small existing equities in his principal assets into substantial ones for the benefit of his grandchildren, and when that had been accomplished for them to have his properties [707]*707in fee simple and for their sole use and benefit, or, in the alternative, if his trustees became of opinion it would be impossible out of the net rents to build the equities up to the desired point, then at such earlier time for his grandchildren likewise to have his properties freed of all restraint and for what they might be worth; and a secondary intent to provide, while such primary intention was being accomplished, or while an attempt was being made to accomplish it, a small monthly legacy for his daughter-in-law. The appellant relies upon Smith v. Bell, 1832, 6 Pet. 68, 78, 8 L.Ed. 322, for the proposition that “where there are two intents inconsistent with each other, that which is primary will control that which is secondary. * * *” But we think the will does not evidence such primary and secondary intents. In our view it appears clear from the provisions of Clauses (e), (f) and (g) that the testator had two courses in mind — the first that, if the incumbrances were reduced to the specified sum, the grandchildren were to receive -the property subject to the charge of $50 per month payable to the appellee, and the second that, if such reduction could not be made, the grandchildren were to receive the property free from such charge. The alternatives which the testator thus provided for appear to be the result of a reasonable business judgment that, if the property were required to carry incum-brances of more than $50,000, it should not bear the additional obligation of $50 per month, but that, if the debt obligation were less than $50,000, the property could readily bear the monthly payments.

The appellant urges further that if the will be thought not to evidence the primary and secondary intents alluded to above, then Clauses (e) and (f) are irreconcilable, and he alludes to a rule that, where two clauses in a will are irreconcilable, the clause posterior in position is to prevail, citing 1 Jarman, Wills 473 (6th ed. 1893). This contention suffers from the defect mentioned above that it looks at Qauses (e) and (f) of the will alone and gives their terms a precisely literal and technical significance. Moreover, the rule that of two irreconcilable clauses that posterior in position shall prevail is not to be applied except upon the failure of every attempt to give the whole of the will such a construction as will render every part of it effective. This is recognized by Jar-man himself; see id. at 476. It is aptly evidenced by Waters v. Trefouret, 1915, 117 Va. 186, 83 S.E. 1078, 1079. That case, although not controlling, being from another jurisdiction, is highly persuasive of the trial court’s decision in the instant case. There a testatrix designated two brothers executors (one of them declined to qualify and died, survived by his wife and children) and gave the residue of her estate to them in trust.

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Bluebook (online)
163 F.2d 704, 82 U.S. App. D.C. 299, 1947 U.S. App. LEXIS 2301, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stone-v-stokes-cadc-1947.