Majority
Headnote
A testator after directing in his will that all his debts and funeral expenses should be paid out of the first moneys which should come to the hands of his executor from any portion of his estate, real or personal, and that his personal estate should be sold at public auction, and that all the real estate of which he should die seized should be sold by his executor, bequeathed to his wife one-third part of his whole estate according to law, with the exception of her interest in two indentured servants and one bay mare thereinafter mentioned, bequeathed in succeeding clauses of it to three of his sons respectively, and after bequeathing to a married daughter two hundred dollars to be paid by his executor in semi-annual installments of ten dollars each, bequeathed to his four sons by name the balance of his whole estate after deducting the aforesaid legacies to be equally divided among them, the first of whom afterward died in the life time of the testator without having married. The testator died several years after the making of the will, but without revoking or altering it, leaving the wife, daughter and throe of the four sons named in it, and two daughters born after the making of it, to survive him, without making by will or otherwise any provision for the two last mentioned children. The executor proceeded to sell, not only his personal, but also his real estate pursuant to the directions of the will, and the widow voluntarily joined with him in making and execu- > ting a deed for it to the purchaser. Held that the whole of his estate was thereby converted into personalty, and that the widow took as a legatee under the will the one equal third part of it after the payment of his debts and funeral expenses, with the exception of the three specific legacies to the three sons respectively before mentioned, according to the intestate law or statute of distributions ; subject to abatement, however, as one of the legatees under the will, to contribute and make up the two shares of the post-testamentary children who were each entitled to one equal sixth part or share of the testator’s estate, both real and personal, which must be raised and made up - out of any intestate property real or personal of his, if any there be, or if there be a deficiency of such intestate estate, or no such intestate estate to make up the same, then whatever is required to make up such shares is to be • contributed proportionably by all the devisees and legatees taking underread his opinion delivered by him in the court below.
This is a bill for instructions touching the disposal, by the Executor of Elijah Morris deceased, of the unappropriated balance of the decedent’s personal estate. The rights of the parties claiming an interest in the fund depend upon several questions, which have been argued at the bar.
First, is the question whether the testator’s widow, Ann E. Morris, is entitled to claim both the legacy given to her by the will and her dower in the testator’s lands—taking with respect to the dower, an equivalent interest in the proceeds of sale—the lands having been converted into money under the direction of the will and discharged of dower by reason of her joining in a deed to the purchaser.
Applying this rule to the present case I am of opinion that there is sufficient in this will to put the widow to her election. This conclusion is not drawn from the fact that the testator has directed his real estate to be sold and has given to his widow a share of the proceeds. These circumstances it is fully settled do not per se sufficiently demon strate an intention to bar dower. French vs. Davis, 2 Ves. Jr. 572. Ellis vs. Lewes, 3 Hare 310. (25 Eng. Ch. R.) Gibson vs. Gibson 1 Dewy 42. 17 Eng. Law & Eq. Wood vs. Wood, 5 Paige 596 . But the very terms of the bequest
This phrase “ according to law,” although an inapt expression is not on that account to be rejected. In the
This brings us to the second question, viz.: whether her, share of the estate is subject to abatement with the other legacies for the payment of the debts, or is liable only for such deficiency as may remain after the other assets shall have been exhausted. Or to put the question in the form presented by this case—the debts having already been paid out of the general estate,is the widow entitled to the full satisfaction of her legacy out of the remaining assets before any part shall be applied to the other legacies? I am clearly of that opinion. In the first place, a widow is deemed a purchaser of a devise or bequest made to her in lieu of dower. The transaction has all the force of a contract between her and her husband. Consequently upon a deficiency of assets to pay both debts and legacies, a legacy to her in lieu of dower, does not abate with the other legacies, but is liable only for such deficiency as may remain after the other assets shall have been exhausted, hlor does it matter that the benefit given to her may exceed the value of the dower, for the testator is the judge for what price he will purchase the renunciation of her dower, and no legal injury can result to other devisees or legatees, they being mere volunteers from whom the testator might if be saw fit, devise away his whole estate. The authorities on this point are numerous and uniform. Burridge v. Brady, 1 Pr. Wms. 127. Blower v. Merret, 2 Ves. Jr. 420. Dravenhill v. Fletcher, Amb. 244. Heath v. Danby, 1 Russ. 543. Norcott v. Gordon, 14 Simons 258 (37 Eng. Ch.
But I now proceed to another distinct ground for ex-emptingthe widow’s legacy from debts as between her and the residuary legatees. A residuary legatee has no right to call upon the particular legatees to abate. The whole personal estate not specifically bequeathed must be exhausted before these legatees can be obliged to contribute anything out of their bequests. 1 Roper on Legacies 411. 2 Redfield on Wills 549.
The rule proceeds upon the clear principle that until both the debts and the legacies are paid there is no residue. The principle applies although the residuary clause makes no reference to the legacies, a fortiori, where, as in this case, the residue is expressly given “after deducting the aforesaid legacies,” which are the bequest to the "widow of one-third of the whole estate, the legacy of $200 to Mrs. Clymer and the specific bequests of the indentured servants and bay mare. An argument against the exemption of the widow from abatement with the residuary legatees was drawn from the use, both in the bequest to her and in the residuary bequest, of the same phrase “my whole estate,” the bequest to the widow being of “one-third part of my whole estate” &c., and the residuary bequest being of “the balance of my whole estate.” Showing as was argued, that in the contemplation of the testator these bequests were to attach to different parts of the same subject matter; that out of whatever funds the widow might take, the residuary legatees should also take, she taking one-third and they two-thirds. The effect of such a construction wouldbe to divide between the widow and the residuary legatees the surplus after firstpaying the debts out of the whole, since otherwise as the estate has turned out, the widow
I proceed now to apply the rule exempting the widow’s share from abatement for debts. The effect is to give her the whole fund- now before the court, subject to the right of the post-testamentary children which will be presently considered. The whole estate amounted say to $7722.33. One-third part of this sum, say $2574.11 was the widow’s share in lieu of dower.
Of course the whole estate is subject first to debts and expenses of administration, as well against the widow as against the other legatees; but these being paid she is entitled next in priority to have the surplus applied toward satisfying her legacy. That will wholly absorb the unappropriated balance of $1829.02, leaving no assets for the other legacies, except the servants and bay mare which were expressly reserved for the specific legatees. Mrs. Clymer takes nothing, because she is a volunteer claiming against a purchaser; and the four sons named in the residuary clause take nothing, both because they are volunteers and additionally because they are residuary legatees. There remains the third and last question, viz., what are the rights of the post-testamentary children, Mary Laura and Ann Eliza, what shares of the estate do they take, and how are their shares to be made up ?
The questions are answered by our statute for the benefit of children born after a will is made. Rev. Code, 274, sec. 12 ¿•c. Under this statute such a child takes the same portion of its parent’s estate both real and personal that he would have been entitled to, if such parent had died intestate. Elijah Morris left to survive him the widow and six children including the two post-testamentary children. Had he died intestate these two children would have been entitled each to one equal sixth part of the then balance of the
We are now enabled to ascertain exactly the shares of the post-testamentary children and to decree how the shares shall be satisfied. The testator has left, after the payment of his debts and expenses of administration, a clear estate of $1849.02 which balance though resulting from a conversion of the real estate is to be treated as personal estate. The children take out of this balance such part as the statute of distributions would have given them under an intestacy, i. e. each, one-sixth of the surplus after deducting the one-third given by that statute to the widow, which is one-ninth part of the whole, making for each of the- children $205.44, no occasion for abatement or for contribution between different legatees arises in this case as ordinarily is necessary where several legatees take an actual benefit under the will; because here the widow is the only legatee who takes any thing, except'the specific legatees. But for the rights of the post-testamentary children, she would be entitled to the whole unappropriated balance. The adjustment is therefore fully made by deducting from the unappropriated balance of $1849.02, the shares of the two children, leaving the residue of it to the widow. There can be no doubt that under the statute this unappropriated balance,
The result of the whole investigation is that the post-testamentary children, Mary Laura and Ann Eliza, are each entitled to one equal ninth part of the unappropria ted balance in the hands of the executor, and that the widow, Ann E. Morris, is entitled to the residue. In this case there is no necessity to resort to the Orphans’ Court under the provision of the statute. The statute contemplates the proceeding in the Orphans’ Court only where there is real estate rendering a valuation necessary in
Smithers, for the appellants.
He could show in a few words the difference of opinion between him and the Chancellor in relation to the construction of the devise to the wife of the testator. The court would not seek for such a construction of it as would have the effect to cut off and disinherit his heirs at law, the five children living and in being when the will was made, and expressly provided for as legatees in it. We all admitted that the sale under the will was a conversion of the estate out and out, and that the widow would take according to the statute of distributions ; but he could not comprehend how he could rule, as he had done in his decree, that if the residue remaining after the payment of the testator’s debts should amount to less, or no more, than one-third of his whole estate, she would take the whole of that residue, instead of one-third of it, which was the only point of difference between him and the Chancellor. The third clause of the will directed that all his personal estate should be sold at public auction at the highest cash price, and not on credit, and that all the
It is admitted on all sides that the effect of the will was to convert the real estate of the testator out and out, and that he must be considered as dying possessed of personalty only, so far as questions among his beneficiaries are concerned, bic question could arise here as to whether the will presented a case of election, compelling the widow to choose between taking under the will, or taking her dower at law out of his real estate alone, because the Chancellor decreed that it was a case of elec
But what interest did the widow take under the will ? The estate so far as it was distributable by the executor, had been converted into personalty, and for the purposes of the will the testator had died possessed of personal estate only. The second clause of it subjects his entire estate to the payment of his debts, irrespective of the question whether the monies applied were the proceeds of realty or personalty, thus blending them together and treating the whole as money; and subject to his debts he disposes of the residue as declared in the succeeding clauses of it, and in the fourth clause he gives to his widow “ one-third part of my whole estate according to law.” According to. what law? Manifestly according to that law which regulates the distribution of the personal estates of persons dying intestate—that law which gives to the widow one-third of the personal estate remaining after the payment of the debts of the deceased husband. There is no other law that gives her any part of the personalty, much less prescribes one-third as her portion of it, or according to which she is to have one-third of it, and, therefore, the testator must of necessity
Gomegys, for the respondents.
The testator intended that his widow should have the one-third part of his whole estate, and not one-third of the residue of it after the payment of his debts, and if such was his wish and desire, of course, he had the power so to will it; for it was all his own to dispose of it as it suited his pleasure. His children were but voluntary beneficiaries of his, and took as legatees under his will by virtue of his bounty merely, while the widow by virtue of her election took her legacy under it, as a purchaser in lieu and satisfaction of her dower at law in his real estate, to which she was legally entitled on his death independent of his will and pleasure, and without the power on his part, without her consent, to debar her of it. The terms “the one-third part of his whole estate according to law,” were susceptible in this case of the construction which the Chancellor had given to them, and quite as much so, as the construction which had been given to them on the other side in the argument of the case below as well as here. For inasmuch as he had previously directed in his will all his property, real and personal, to be sold and converted into money, the words of the testator that she should take one-third of the whole of estate “according to law,” meant that she should take it, instead of for life as an equivalent for her dower in his real estate merely, as her own absolute property, as she would have taken one-third of the residue of his personal estate merely after the payment of his debts in addition to her dower in his real estate, had he died intestate, that is to say, the one-third of his whole estate so to be converted into money, after the payment of his debts, as her own absolute property, as she would have, taken the one-third of the residue of his personal estate in the other case, according to the statute of distributions. As to the relative portion or quantity of his whole estate she was to
The testator must be presumed to have known the value of both his real and personal estate, and also approximately, at least, the amount of his indebtedness when he wrote his will; and what inducement could he have supposed that a bequest of one-third of the proceeds of the sale of both of them after the payment of his debts, could afford his wife to elect to take under the will, instead of her dower at law, particularly, as his personal estate alone'was not sufficient to pay his debts, and a portion of the proceeds of his real estate had to be applied to pay the deficiency? This case differs both from the case of Burton v. Burton and the case of Horsey v. Horsey, cited on the other side; for in the first of those cases it was necessary to refer to the statute of distributions in order to ascertain what share or portion of his real estate the testator intended to devise to his widow, while in the latter the reference to the same statute became necessary in order to determine, where the words of the will were “after my just debts and funeral expenses are paid, and my wife’s thirds are taken out,” the testator proceeded to devise certain portions of his real estate and certain pecuniary and specific legacies, and also the residue of his real and personal property to his two children, whether the words the “wife’s thirds” included one-third of his personal, as well as one-third of
The express exception in the fourth clause of the will, of the two indentured servants and the bay mare specifically bequeathed in subsequent clauses to his three sons mentioned in them, from the broad devise to his wife in that clause, also afforded a strong presumption that he intended to make no further exception or exemption from the operation of it, or otherwise he would have expressed it with equal clearness and certainty, following as it does in the same clause, and almost in the same line in which he bequeaths the one-third part of his whole estate to her. The court could not allow such vague and general words of reference, as the words “ according to law ” simply to control, limit, or restrict the natural import and legitimate meaning of the words “ the one-third part of my whole estate,” unless it finds that there is no other reasonable and probable way of ascertaining and determining the meaning and intention of the testator consistent with the other provisions and dispositions of the will. And as another rule of testamentary construction, residuary legatees cannot in general, take anything, until all general and specific legacies have been paid and discharged. A construction contrary to that for which he had contended, would work a great hardship to the widow in this case, for she never would have elected to take under the will, if she had not supposed and believed that she would take under it one-
The widow did not take the share bequeathed to her in the will as a purchaser receiving it in consideration of, and in exchange for her dower, but she took it as a legatee just like any other legatee under the will.
announced the opinion of the Court.
It was conceded in the argument, that the sale of the real estate under the power and authority conferred upon the executor by the will, converted it into personalty, and therefore, the testator may be considered for the purposes of this case as having died leaving personal property only. It was also conceded that there was no question before this court as to the election of the widow, she having elected to take under the will by joining with the executor in the deed conveying the real estate sold under the directions of the will. The question of election, however, did not arise and was not necessary to be considered or decided, though the chancellor did decide it, the only question presented for the consideration of the chancellor and for this court being simply in reference to the distribution of the residue or unappropriated balance in the hands of the executor, and that seems to be narrowed down to the ascertainment of the share or proportion to which the widow is entitled, w'hether to one-third of the original or whole estate, or to one-third of the residue after the payment of his debts. It is not claimed or contended that the birth of the post-testamentary children had the effect to revoke the power of sale, or in any wise to change or modify the operation of law in reference to the conversion of the real property to personal, by the sale made in accordance with the directions of the will. By such sale
Having passed over and disposed of all other questions those which have not been controverted or argued before us,I come to the consideration of the only matter which we are called upon to consider and decide, which is the share or proportion to which the widow is entitled under the will. It is insisted for her that she takes one-third of the whole or original estate, and on the other side it is said that she is only entitled to one-third of the residue after payment of debts. This question necessarily involves the construction of the will. By the third item the testator directs the payment of his debts out of the first money that shall come to the hands of his executors, whether it be the proceeds of the sale of the real estate, or personal property not of the proceeds of such sale.
By .the fourth item he gives to his widow “ one-third of my whole estate according to law,” except the unexpired term of two indentured servants, and one bay mare. The testator’s meaning as expressed by this clause of his will and the proper and legal construction of it, is the important question in this case and the hinges upon which it turns. How wha.t did he mean and what does his language indicate as his meaning ? He evidently had in his mind and referred to some law which was to be the rule and measure by which his widow’s one-third part of his whole estate was to be ascertained—could it be any other than the statute of distributions which gives a widow one-third of all the personal property of the husband who dies intestate after the payment of debts ? If it was not this law to which the testator referred and which he intended to incorporate into his will and thereby make it the controlling principle and means for the ascertainment of his widow’s share or proportion, what other could he, or can we apply in the determination of the question submitted to us ? There is no other that he could have referred to,
This construction is made clearer and more conclusive by that clause in the will which excepts the widow’s “ interest’ in the indentured servants and bay mare. There is no law of the State, except the intestate law or statute of distributions under which the widow would be entitled to any part of those articles, or to any portion of the proceeds of the sale of them, for except under this statute she would have no interest whatever in the excepted property.
By the words “according to law,” the testator meant the intestate law, that is the statute of distributions, and as that law gives the widow one-third of the residue of the personal estate after the payment of debts, it was necessary to except such articles as were not to constitute part of the estate of which she was to have one-third part. This exception being made by the testator, his widow is entitled to one-third of the residue after payment of debts and expenses of administration, subject however to modification and abatement, as she is one of the legatees of the will, in view of the shares of the post-testamentary children, who are entitled each to one equal sixth part or share of the testator’s estate both real and personal. Revised Code, chapter 84, section 12 p. 274. And such shares or portions must be raised and made up first out of any intestate property of the deceased (if any,) real or personal, and the residue of such shares if there be a deficiency of such intestate estate to make up the same, or the whole of such shares or portions, if there be no such intestate estate,
But it was said in the argument, and with a considerable degree of earnestness, that the testator declared that his widow should have “ one-third part of his whole estate” and therefore could not have meant one-third of the residue, but one-third of the original estate—and this seems to have been the Chancellor’s view of the testator’s meaning and he so construed his language. We do not so understand and construe the words “ whole estate.” To give to them such unrestricted meaning would be to give to the widow one-third of the whole estate clear of debts, which is not claimed for her either by the argument or the decree of the chancellor. There is no law that gives to a widow one-third of her deceased husband’s whole or original estate, provided so much remains after the payment of the debts and the expenses of administration, and the whole of the residue if it should be less than one-third of the original estate. But there is a law which entitles a widow to one-third of the residue remaining after the payment of debts. And that is doubtless the law to which the testator referred by the use of the words “ according to law.” He thus incorporated this statute in his will and made it part of it just as much as if he had inserted it in haec verba. This construction is maintainable as well by reason, as by adjudicated cases in our own courts. Burton vs. Burton, 4 Harr. 38 . Horsey vs. Horsey, 1 Houston 438 . Whilst in our judgment no other interpretation of the word is tenable or even plausible.
The testator evidently had in his mind and intended to indicate some law by which his widow’s share or interest in his estate under his will should be ascertained, and there being but one which has any sort of reference to the distribution of the estates of deceased persons, which is the intestate law or statute of distributions, we are driven to the conclusion that he meant and referred to that statute. If this is the true interpretation of the words “ my whole
The testator used the same words in the ninth item of his will, which is the residuary clause, in such connection as to exclude the possibility of a doubt as to his meaning. He says, “ I give and bequeath unto my four sons, viz : John S. Morris, William S. Morris, James H. Morris and Elijah Morris, the balance of ‘my whole estate,’ after deducting the ‘ aforesaid legacies,’ to be equally divided among them.” The balance of “ my whole estate” after deducting “ legacies,” not debts. This cannot mean the whole original estate, but it is the residue remaining after the payment of the debts, that residue is what constitutes a man’s estate and when we speak of our own, or another’s estate, we mean that which remains clear for distribution after the payment of debts. Whatever is necessary for the payment of a deceased man’s debts belongs to his creditors and cannot properly be considered any part of his estate for distribution and especially when we apply the act of distribution, for no matter how much property he may have in possession, if it is not more than sufficient to pay his debts, he has no distributive estate. This is true not only in a common sense view and as a matter of fact, but in legal contemplation. This being one view of the case we are of opinion that so much of the chancellor’s decree as prescribes and directs the mode and proportions of the distribution of the unappropriated balance of the estate of Elijah M. Morris, in the hands of his executor, John W. Warren, ought to be reversed, and this is the unanimous judgment of the court.
We direct that the said John W. Warren, executor of
And that he further pay to the said Mary Laura Morris and Ann Eliza Morris severally and respectively from and out of the said one-third part of the said whole residue, and from the said sum of two hundred dollars with the interest on the installments as aforesaid, and from each of the remaining three-fourths of the said two-thirds, by way of proportionate abatement or deduction therefrom, such sum as together with the said one-half of
Day, for the executor.
Cases cited
- Burton v. Burton 4 Harr. 38 p. 435, p. 443
- Horsey v. Thomas C. Horsey's Executors 1 Houst. 438 p. 435