Succession of Pugh

56 So. 352, 129 La. 415, 1911 La. LEXIS 766
CourtSupreme Court of Louisiana
DecidedJune 17, 1911
DocketNo. 18,453
StatusPublished
Cited by1 cases

This text of 56 So. 352 (Succession of Pugh) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Succession of Pugh, 56 So. 352, 129 La. 415, 1911 La. LEXIS 766 (La. 1911).

Opinion

PRO VO STY, J.

Both parties to this appeal declare in their briefs that the sole matter to be determined in this litigation is the proper interpretation of the following clauses of the will of the de cujus:

“I give and bequeath to the widow and daughters of my brother Richard, deceased, an annuity of $1,200.00, to be paid in monthly installments of $100.00 each, which annuity is to be diminished every year commencing from the first of January, 1S89, by the sum of $200.00. until it is reduced to the sum of $600.00, at which it is to remain until the death of the widow, or of the last then surviving one of the daughters.”

[1] The question is whether the intention was that the $600 yearly payments should cease at the death of the widow, or continue until the death of the daughter last surviving.

The argument in favor of the first of these propositions is as follows:

[417]*417“Now, let us examine tlie words of the testament and see whether they be not so plain that there is no room for doubt — no room for interpretation.
“The bequest first provides an annuity of $1,-200. That is to be continued till the 1st of January, 1889, when it is to be Teduced to $1,000. Then this goes on for three years, till January 1, 1892, when it is reduced to $800, this going on till 1895, when the annuity or legacy is reduced to $600. Then comes the words ‘at which it is to remain until the death of the widow or of the last 'then surviving one of the daughters.’ Now, does this not express clearly the intention? It remains at $600 till the widow dies, or, if the last daughter surviving. after the sum of $600 is fixed: that is, after the 1st of January, 1895.
“Here not one word is left out; not one word is left without its full force. The legacy goes on till 1S95 anyhow. At that time the youngest daughter, who was about seven when the will was written, would then be at least fifteen years of age. After that, if the widow still survived, she was still to have this $600 to go to her support, unless, in the meanwhile, all of the daughters had died. It might be asked, Why cut off the bequest at the death of the widow? We might answer, Because the testator so said —so chose. But there were good reasons; the children had inherited from the decedent, under his will, and were supposed to be provided for by that inheritance. The widow was not; and she was to be provided for till her death.
“If the claim made for the opponents, and sustained by the lower court, be upheld, then the will is made to read, ‘at which it is to remain until the death of the last daughter.’
“We must strike out the ‘then,’ and make it a useless word; used without meaning by one who clearly understood the meaning of English.
“But it is said, Why, if intended for the benefit of the widow, should the legacy continue after her death? Again we say, Because the testator so chose; because so he wrote, and, having the right to dispose, and having disposed in a manner not contrary to law, the courts will enforce.
“How are we -to interpret the word ‘then,’ unless by the manner in which we have done? It refers, can refer, to no other time than the time at which the reduction to $600 — in other words, to January 1, 1895 — the legacy, was to come down to that day, calling for $SOO. But if at that date the widow lived, it should go on. If she had died, or if the last surviving daughter had died, when? At the time noted; that is the 1st of January, 1895, it was to cease. Why, it will be asked? Because, as we have said, the testator so willed, and could will. But there was good reason, other than that. If the daughters were all dead at that time (1895), their property was left, and four stalwart youths left to support the mother, two of whom, at least, had been educated by the testator’s benevolence.”

The argument contra is as follows:

“In interpreting the contested clause, twe things are to be considered:
“First. To whom was the annuity left?
“Second. Upon the happening of what event or condition was it to terminate?
“1. T give and bequeath tp the widow and daughters of my brother Richard. * . * * ’
“A mere reading of the sentence conclusively and satisfactorily answers the first question. No discussion or analysis of the sentence can make it clearer than the words themselves do— ‘to the widow and daughters of my brother Richard.’ In these persons, ‘the widow and daughters,’ not in one of them alone, but in all, this bequest is vested. The ‘widow and daughters’ are the beneficiaries of the bounty of the testator.
“2. How long is it to last, and upon the happening of what event or contingency does it terminate? Again the plain language of the will and the manifest intent of the testator fully and completely answer the question — ‘until the death of the widow, or of the last then surviving one of the daughters.” If no one daughter should survive the widow, it is to terminate at her death; if one or more daughters survive her, at the death of the last then surviving one. The one who lives the longest, if she were living at the time of the death of the widow, is to continue to draw the annuity until her death. If the annuity is to terminate upon the death of the widow, why were the words ‘or of the last then surviving one of the .daughters’ added? Why used at all? Why not stop with the words, ‘until the death of the widow’? The additional words, ‘or of the last then surviving one of the daughters,’ were added for an evident purpose, and clearly show that two or more conditions or events must occur, or concur, to terminate the annuity; not only one, i. e., the death of the widow, but that other-event must concur, i. e., the death of the last then surviving one of the daughters. Both of these things must happen to terminate the annuity — the death of the widow, and the death of the last then surviving one of the daughters.
“ ‘Or,’ used in connection with the event, upon the happening of which the interest of the widow in the bequest is to terminate — her death— is used to designate and define that other alternative event, upon the happening of which the interest of the daughters in the bequest is to terminate — the death of the last then surviving daughter. It is to last, first, until the death of the widow; or, second, if one or more daughters are then surviving until the death of the daughter last then surviving.
“The testator must be supposed to have advisedly1 used each word employed. If these words do not mean what we contend, they mean nothing at all. If susceptible of the meaning which we contend for, how could the idea be expressed more concisely or more clearly? The meaning contended for is congruous with the spirit and evident intent of the testator, as shown by the whole will.
[419]*419“The whole will clearly shows that the testator intended to provide for the widow and children of his deceased brother Richard, showing great solicitude in their behalf. He intended to leave an annuity to the widow and daughters of his deceased brother until the death of the last survivor.

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Related

In re the Succession of Baskin
349 So. 2d 931 (Louisiana Court of Appeal, 1977)

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Bluebook (online)
56 So. 352, 129 La. 415, 1911 La. LEXIS 766, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-pugh-la-1911.