Tucker v. Nugent

102 A. 307, 117 Me. 10, 1917 Me. LEXIS 119
CourtSupreme Judicial Court of Maine
DecidedNovember 30, 1917
StatusPublished
Cited by5 cases

This text of 102 A. 307 (Tucker v. Nugent) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Tucker v. Nugent, 102 A. 307, 117 Me. 10, 1917 Me. LEXIS 119 (Me. 1917).

Opinion

King, J.

This case comes up on report. It is a bill in equity brought to obtain a construction of the will of L. Annie Dagnan.

The testatrix died April 22, 1914. The first paragraph of her will reads as follows:

“I give, bequeath and devise to my husband, Matthew Dagnan, for and during the term of his natural life my homestead in Lubec and the household goods and furnishings therein. After the decease of my said husband it is my will and desire that the same may be divided equally between my heirs and the heirs of the said Matthew Dagnan.”

In the second paragraph of her will the testatrix provided that the rest and remainder of her estate should be held by her executor in trust the income therefrom to be applied to the care and support of her said husband during his life, and the keeping of the house in repair; and she therein expressed her fixed purpose that the trustee should see that her husband was properly looked after in all respects, and if the income of the trust fund should not be sufficient for the purpose then a part or the whole of the principal might be used for that purpose. And she further provided, that, should her husband waive the provisions of the will for his support, and take his share of the estate, nevertheless, the rest of the estate should be held by the trustee and used in the same manner for the support of her husband, whom she did not consider mentally capable of caring for property and looking after himself.

[12]*12The third paragraph of the will reads thus: “After the decease of my said husband all the rest, residue and remainder of my estate of whatever nature and wherever situate I give, bequeath and devise to my legal heirs and the legal heirs of my said husband, the said Matthew Dagnan, share and share alike.”

The testatrix left as her heirs one brother, two children and a grandchild of a deceased sister, one child of a deceased brother, and three children of another deceased brother — in all eight persons.

Matthew Dagnan accepted the provisions of the will and died December 20, 1915, leaving as his heirs one brother, one sister, three children of a deceased sister, and seven children of a deceased brother — in all twelve persons.

The executor — trustee asks this court to construe the first and third paragraphs of the will, in respect to the residuary clauses therein. And the real questions presented are, whether the testatrix gave the remainder and residue of her estate, mentioned in those respective paragraphs, to her heirs and the heirs of her husband as individuals, to take per capita, or gave it to her heirs and the heirs of her husband as two classes, each class taking one half of it; and, if the latter, whether the heirs comprising each class take per stirpes or per capita.

Under the well recognized rule of testamentary construction, so often expressed in our decisions as to need no formal restatement here, it becomes necessary to determine what the intention of the testatrix was as expressed by her through the language which she employed to express her will. The words of her will are to have their usual, ordinary and popular signification, technical words excepted, unless there is something in the context or subject matter to indicate that she intended a different use of the terms employed, and her intention is to be gathered from the words of the particular devise and bequest, considered in connection with the whole will and its manifest scope and purpose, and in the light of the circumstances surrounding the testatrix and known to her when the will was made.

The inference is justified, that the testatrix had no issue. She states that she did not regard her husband as mentally capable of caring for property or looldng after himself. She was deeply solicitous that he should be carefully and amply provided for through her property, and protected even against his own incapacity. Her controlling purpose was to make ample provision for his care and support. To that end her plan was to give him the homestead, household goods [13]*13and furnishings, for his life, and to place all the rest of her estate in trust, the income thereof, and the principal if necessary, to be applied for his proper care and maintenance during life. That plan made it necessary for her to make a testamentary disposal of the homestead, household goods and furnishings, after the termination of her husband’s life estate therein, and also of the residue, if any, of the trust fund after his death. As to the former she expressed her intention in these words, contained in the first paragraph of the will: “After the decease of my said husband it is my will and desire that the same may be divided equally between my heirs and the heirs of the said Matthew Dagnan.” And she expressed her disposal of the residue of the trust fund, if any, in these words, contained in the third paragraph of her will: “I give, bequeath and devise (the same) to my legal heirs and the legal heirs of my said husband, the said Matthew Dagnan, share and share alike.”

There is some difference in the wording of the two paragraphs, but we conclude that the testatrix intended by the third paragraph of the will to make the same disposition of the residue, if any, of the trust fund, that she did by the first paragraph as to the remainder in the homestead, household goods and furnishings. In other words, she used the words “divided equally between,” in the first paragraph, and the words “share and share alike,” in the third paragraph, in the same sense. And we do not understand that any of the interested parties contend otherwise. But, while admitting that the testatrix used those expressions in the same sense, it is suggested that in seeking for her intention more weight should be given to the words ‘ 'share and share alike” because they were the latest expression of her intention as to liow her heirs and her husband's heirs should take. It does not seem to us that the rule, that where there is a conflict in the different provisions of a will the last expression of the testator’s intention shall govern, is quite applicable here. This is not a case where a subsequent expressed intention in a will conflicts with an intention previously expressed therein, but rather a case where a testatrix disposes of property in one paragraph, and then in a later paragraph disposes of other property in slightly differing language, but admittedly intending to make a similar disposition in both paragraphs, her intention, however, not being clearly expressed in either. In such a case we can perceive no reason why the language of the later paragraph should have controlling effect, simply because it was last [14]*14expressed. Where both expressions admit of doubt as to the meaning of the testatrix, they should both be considered, and each in connection with the other.

•From a study of the language which the testatrix used in both the first and third paragraphs of her will, considered in the light of the circumstances surrounding her and known to her at the time the will was made, we are well convinced that her intention was to divide such of her estate as should remain at the death of her husband into two equal parts, one part to go to her heirs and the other part to go to her husband’s heirs.

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Bluebook (online)
102 A. 307, 117 Me. 10, 1917 Me. LEXIS 119, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tucker-v-nugent-me-1917.