Vaughan v. Wodehouse

33 Haw. 299, 1935 Haw. LEXIS 43
CourtHawaii Supreme Court
DecidedFebruary 1, 1935
DocketNo. 2167.
StatusPublished

This text of 33 Haw. 299 (Vaughan v. Wodehouse) is published on Counsel Stack Legal Research, covering Hawaii Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Vaughan v. Wodehouse, 33 Haw. 299, 1935 Haw. LEXIS 43 (haw 1935).

Opinion

OPINION OF THE COURT BY

BANKS, J.

This cause comes here on the following reserved question: “Should respondents’ demurrer be sustained upon *300 any of the grounds therein stated?” The demurrer referred to was interposed to a bill in equity brought by Edward Vaughan against respondents Ernest H. Wodehouse and J. L. P. Robinson, executors under the will and of the estate of Mary E. Foster, deceased, for the payment oí a legacy. In his amended bill the complainant alleges in substance that Mary E. Foster, at the time of her death in Honolulu on December 17, 1930, left a last will and testament dated December 23, 1926, together with a codicil dated January 17,1930; that the will and codicil were duly probated on February 11, 1931; that the respondents were nominated and appointed executors by the testatrix and are now the duly appointed, qualified and acting executors under the will and of the estate of Mary E. Foster and that they have reduced to possession all of the personal property of which the testatrix died possessed; that Charlotte von Hasslocher, now deceased, was the half sister of the testatrix and that the complainant, formerly known by the name of Emil Alexander Hasslocher, is the child of Charlotte and Eugene von Hasslocher and was born to them in lawful wedlock; that the third paragraph of the codicil provides: “I revoke the legacy or sum of $25,000. bequeathed by Article ‘Fifth’ of my said will to each of my nephews and nieces living at the time of my death and in lieu thereof I give and bequeath the legacy or sum of fifty thousand dollars ($50,000.) to each of my nephews and nieces living at the time of my death other than those nephews and nieces specifically mentioned in my said will”; that there are sufficient moneys and assets in the possession of the respondents as executors to pay all the debts of the testatrix and all of the legacies bequeathed by her after paying to him his legacy of $50,000; and that he has demanded the payment of said legacy but the respondents have refused to pay. The complainant then prays for relief in the sum of $50,000 together with interest *301 at eight per cent per annum from one year after the death of the testatrix until paid.

The demurrer raises but one question, namely, whether it Avas the intention of the testatrix, as shoAvn by her Avill and codicil, to include the complainant, Avho is a nephew of the half blood, in her bequest of $50,000 to each of her nieces and nepheAVS.

It is contended by the respondents that the Avill and codicil sIioav on their face that this Avas not the intention of the testatrix and that therefore the reserved question should be ansAvered in the affirmative. The portions of the Avill and codicil, other than that set out in the complaint, Avhich are pertinent to the question, are as folloAvs: Article five of the Avill: “I give and bequeath the sum of tAventy-five thousand dollars ($25,000.00) to each of my nepheAVS and nieces living at the time of my death other than those specifically mentioned in this will,” and paragraph four of the codicil: “I give and bequeath the legacy or sum of tAventy-five thousand dollars ($25,000.) to Mrs. Ella ITenkenius the daughter of my half sister Mrs. You Hasslocker for her oaaui use and benefit.”

In support of their contention it is argued by the respondents that the specific mention of Ella Henkenius as “the daughter of my half sister” in the fourth paragraph of the codicil manifests an intention on the part of the testatrix to differentiate between nepheAVS and nieces of the Avhole blood and those of the half blood and that the Avords above quoted indicate that the testatrix did not consider the daughter of her half sister a niece and therefore the complainant, the son of the half sister, Avas likeAvise not considered "a nepheAV Avithin the meaning of paragraph three of the codicil. The respondents refer us to Greer v. Greer, 136 S. E. (S. C.) 742, Avhich they urge supports their interpretation of the testatrix’s intention. This case Avas reviewed in Hocher v. Stevens (Tex.), 18 S. W. (2d) 842, *302 where the court took a different view and refused to follow the Greer case. In the Texas case the nephews and nieces of the half blood of R. B. Stevens, deceased, brought suit against the brothers and sisters of the whole blood and of the half blood and nephews and nieces of the whole blood of the decedent for the construction of the following portion of the decedent’s will: “I give, devise and bequeath to my brothers and sisters and half brothers and sisters then living at the time of my death, and unto my nephews and nieces then living at the time of my death, to each one of them share and share alike absolutely in fee simple.” The only question before the court was whether the nephews and nieces of the half blood took under the will. Speaking on this point, and after discussing other Texas cases, the court said (p. 843) : “Under the above cases, and many, others we have examined, it is held that a devise in a will to nephews and nieces as a class, not naming them, embraces all of that class Avho are living at the time of the death of the testator, and without regard as to Avhether they are of the Avhole blood or half blood. We have referred to the above cases for the purpose only as shoAving the generally accepted rule. The point made by appellants, hoAvever, is that, the testator having designated his brothers and sisters of the half blood, and not having designated his nepheAvs and nieces of the half blood, shows an intention upon his part to discriminate against the nephews and nieces of the half blood. Appellants refer us to Greer v. Greer, 138 S. C. 475, 136 S. E. 742, a South Carolina case, as sustaining their contention. In that case the pertinent part of a paragraph of the will reads as folloAvs: ‘I give, devise and bequeath, after the payment of the above legacies, all the rest and residue of my property to my nepheAvs and nieces and my half-sisters, Mrs. Lizzie Cobb and Mrs, E. P. Satterfield, each of my nephews and nieces and half-sisters taking an *303 equal share.’ * * * ‘It was stated in argument and admitted, that the only nephews and nieces of the half blood which testator had are the children of the two half sisters, Adz: Mrs. Lizzie Cobb and Mrs. E. P. Satterfield. It Avas the clear intent of the testator by this provision of his Avill to put his nepheAvs and nieces on equality with his half sisters; this purpose would be defeated if the children of his half sisters were allowed to come in and share with them and the nephews and nieces of the Avliole blood.’ * * * ‘The use of the Avords, “my half-sisters,” seems to indicate the intention of the testator that the residuum of his estate should be equally divided among his nepheAvs and nieces of the Avhole blood and his two half-sisters, each taking an equal share. If the children of these tAvo half-sisters are let in it Avould upset the testator’s plan of distribution. The terms nepheAvs and nieces ordinarily include those of the half blood unless there is something in the context of the instrument to shOAV a contrary intention.

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Related

Greer v. Greer
136 S.E. 742 (Supreme Court of South Carolina, 1927)
Hocker v. Stevens
18 S.W.2d 842 (Court of Appeals of Texas, 1929)

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Bluebook (online)
33 Haw. 299, 1935 Haw. LEXIS 43, Counsel Stack Legal Research, https://law.counselstack.com/opinion/vaughan-v-wodehouse-haw-1935.