Stout v. Cook

75 A. 583, 77 N.J. Eq. 153, 7 Buchanan 153, 1910 N.J. Ch. LEXIS 89
CourtNew Jersey Court of Chancery
DecidedFebruary 11, 1910
StatusPublished
Cited by24 cases

This text of 75 A. 583 (Stout v. Cook) is published on Counsel Stack Legal Research, covering New Jersey Court of Chancery primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Stout v. Cook, 75 A. 583, 77 N.J. Eq. 153, 7 Buchanan 153, 1910 N.J. Ch. LEXIS 89 (N.J. Ct. App. 1910).

Opinion

Howell, V. C.

The bill in this case is filed to obtain a construction of the will of John W. Stout, who died in 1861. He left a widow and seven children, among whom was his daughter Augusta, who married one Appleton and who died in December, 1907, without issue. At the time of her death the children of the testator who were living were Gideon L. Stout, one of the complainants, and Thomas Stout, a defendant. The four other children were dead, one of them, Jacob, having died without ever having had issue, but leaving the defendant, Audrey Osborn, whom he had adopted as his daughter in accordance with the laws of the State of Yew York in 1900. Amelia, Margaret and Abby, three of the children, died, leaving issue, all of whom were made parties defendant to this suit. The litigation arises over the disposition of the share of the testator’s estate, the life estate in which had [155]*155been enjoyed by Mrs. Appleton. On her death without issue three sets of claimants to the fund have arisen — first her two brothers who actually survived her; secondthe issue of her three sisters who predeceased her, ahd third,, Audrey Osborn, who claims to take as the adopted daughter of Jacob Stout, one of the testator’s children.

The paragraph of the will which causes the dispute is as follows :

“Fifth. The whole residue of my estate I order and direct shall be divided into seven equal parts or shares, and to each of my sons, to wit, Jacob, Thomas & Gideon Lee I give and bequeath absolutely and without condition or qualification one full part or share and the remaining four shares of the residue of my estate, I order and direct my executors the survivors or survivor of them, to invest at interest on good landed security, and the interest and profits arising therefrom I direct to be paid from time to time as the same may be received in equal shares or pro? portions to each of my four daughters, (their respective receipts to be a full discharge for the, same) during their respective natural lives, and on the death of either of my said daughters I give and bequeath her share of the said residue of my estate to the child or children of such deceased daughter in equal shares or proportions; and in case such deceased daughter shall leave no child or children such share shall be esteemed as part of the residue of my said estate the interest and profits of which, to be paid in equal proportions to my surviving children during their natural lives, and on their respective deaths,''the principal to be paid to the child or children of such deceased child; such child or children to take the parent’s share, and I do order and direct that any advancements made or moneys loaned to either of my sons in law, and for which I have or hold any evidence in writing, shall be deemed and taken as advancements made to'my daughter who is the wife of such son in law, and shall be charged to and deducted from such daughter’s share or proportion of my estate herein bequeathed to her.”

It will be observed that the general scheme of the will was to provide for the descendants of the testator not equally as amongst the children who survived him, but equally among the stirpes or stocks of his issue. As to his sons he provided for an immediate vesting of their shares, and for immediate possession thereof. As to the daughters there was a settlement of an equal share upon them during the terms of their respective lives, with remainder to their issue and a devise over in default of issue. The devise over is to those persons whom the testator had in mind when he used the term "surviving children” and [156]*156eventually the issue of such surviving children per stirpes. The problem is to determine who were meant by the testator when he used the term “surviving children."

An examination of the decided cases shows that the phrase or its equivalent has been very often used in wills and has been very often the subject of litigation. One of the English judges remarked that the cases on the subject were so numerous and so conflicting that he did not think the wit of man could reconcile them. This is owing to the fact that it is difficult to frame a general rule according to which all cases involving the construction of particular words and phrases' may be decided. There is sufficient variation in the wording of wills to account for the different manner in which the words which are in dispute in this case have been construed. Lord Halsbury said in Inderwick v. Tatchell (1903), A. C. 120; 72 L. J. Ch. 393: “I confess I approach the interpretation of a will with the greatest possible hesitation as to. adopting any supposed fixed rule for its construction. If I can read the language of the instrument in its ordinary and natural sense I do not want any rule of construction; and if I cannot, then I think one must read the whole instrument as well as one can, and conclude what really its effect is intended to be by looking at the instrument as a whole. * * * I so far go with the contention of the appellants here, that I think it quite possible — nay, I may go further and say I think it is probable — that if the testator had contemplated the particular event that has happened in this case he would have provided for it. But with that single observation I am not at liberty, because an event has happened which I think has not been provided for, to conjecture what the testator would have provided if he had thought of it beforehand. I am not at liberty to disregard the application of the ordinary rule of construction of every document — namely;- that you must look at the whole document, and, if you can, you must read the words according to their natural and reasonable meaning."

I may say in passing that this idea was given expression to in a case in'which the facts were quite similar to those in tire case in hand, the prime difference being that the devise over was to “their then surviving brothers and sisters."

[157]*157■' Notwithstanding the fact that each will in the matter of construction must stand upon its own footing, many attempts ■have been made by- the courts and text writers to formulate a rule which shorild have a more or less general application touching the construction of the words in question. It must be admitted that generally these words must be given their common ordinary meaning unless there is something in the text which requires that a different meaning should be given to them. This is so held in Holcomb v. Lake, 24 N. J. Law (4 Zab.) 686, and in.other cases cited in the briefs before me, and also so held very strongly in the several opinions delivered in the ease of Inderwick v. Tatchell above cited. I think it is equally clear that the words in question refer to such persons as shall answer the description at the time of the distribution of the fund and not at the 'death of the testator.

Ashurst v. Potter, 53 N. J. Eq. (8 Dick.) 608; Slack v. Bird, 23 N. J. Eq. (8 C. E. Gr.) 238; Dutton v. Paugh, 45 N. J. Eq. (18 Stew.) 426, affirmed, sub nom.; Jones v. Jones, 46 N. J. Eq. (1 Dick.) 554. The New York and Massachusetts cases are not a safe guide on this point. They seem to favor another view. See, also, Cripps v. Wolcott, 4 Mad. 12, and In re Duke, 16 C. D. 112.

We are, therefore, to inquire who were the persons who answer the description of surviving children at the date of the death of Mrs. Appleton. Mr. Jarman (3 Jarm. Wills 547) states a rule of construction which Mrs.

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

Related

In re the Trust for the Benefit of Duke
702 A.2d 1008 (New Jersey Superior Court App Division, 1995)
In Re Estate of Cory
236 A.2d 616 (New Jersey Superior Court App Division, 1967)
Fidelity Union Trust Co. v. Robert
171 A.2d 348 (New Jersey Superior Court App Division, 1961)
Camden Trust Co. v. Christ's Home of Warminster
101 A.2d 84 (New Jersey Superior Court App Division, 1953)
Schaffer v. Oldak
78 A.2d 842 (New Jersey Superior Court App Division, 1951)
Guaranty Trust v. the N.Y. Com. Trust
50 A.2d 161 (New Jersey Court of Chancery, 1946)
The Hackensack Trust Co. v. Ackerman
47 A.2d 832 (New Jersey Court of Chancery, 1946)
Copeland v. State Bank & Trust Co.
188 S.W.2d 1017 (Court of Appeals of Kentucky (pre-1976), 1945)
Commercial Trust Co. of N.J. v. Adelung
40 A.2d 214 (New Jersey Court of Chancery, 1944)
Palmer v. Palmer
39 A.2d 438 (New Jersey Court of Chancery, 1944)
In Re Fisler
25 A.2d 265 (New Jersey Superior Court App Division, 1942)
Commercial Trust Co. v. Kohl
24 A.2d 809 (New Jersey Court of Chancery, 1942)
Holden v. First National Bank & Trust Co.
291 N.W. 104 (Supreme Court of Minnesota, 1940)
In Re Trust Under Will of Holden
291 N.W. 104 (Supreme Court of Minnesota, 1940)
Trenton Trust Co. v. Gane
6 A.2d 112 (New Jersey Court of Chancery, 1939)
Smallwood v. Smallwood
186 A. 775 (New Jersey Court of Chancery, 1936)
Higgins v. Mispeth
180 A. 562 (New Jersey Court of Chancery, 1935)
In re the Estate of Derby
180 A. 216 (Camden County Surrogate's Court, 1935)
In Re Finkenzeller
146 A. 656 (New Jersey Superior Court App Division, 1929)
Frey v. Nielson
132 A. 765 (New Jersey Court of Chancery, 1926)

Cite This Page — Counsel Stack

Bluebook (online)
75 A. 583, 77 N.J. Eq. 153, 7 Buchanan 153, 1910 N.J. Ch. LEXIS 89, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stout-v-cook-njch-1910.