Majority
Headnote
1. Will—Residuary Legatee. No particular mode of expression is necessary to constitute a residuary legatee; it is sufficient if the intention of the testator "be plainly expressed in the will, that the surplus of his estate, after payment of debts and legacies, shall be taken by a person there designated.This court is called upon to construe the will of the testatrix, and, if possible, under existing rules of law, to ascertain her intent, and thereby determine the devolution of her estate. The will was holographic, written by the testatrix when in a foreign land, distant from home and friends, and it is manifest that she was unaided in its preparation by legal counsel or professional advice. Under these circumstances, that we find it to have been inartificially and unskillfully written, rendering the intent and meaning of the testatrix somewhat obscure and uncertain, excites no surprise. Yet its uncertainty of expression and obscurity of meaning in no degree absolve this court from the drity of interpreting it, unless it is so vague and indefinite as to render the purpose and meaning of the testatrix incomprehensible, as it is only when all the established rules of law for the construction of wills have been applied in vain that the court may reject the instrument as impossible of construction. Hence, it is om* duty to carefully examine and diligently study the provisions of this will, apply to'it the proper rules of construction, and, so far as possible, interpret it in accordance with the intent and purpose of the testatrix.
The parties having acquiesced in the decisions of the courts below up>on most of the questions originally submitted, the only controversy between them at present is whether the provisions of the fourth article of the testatrix’s will, whereby she appointed the respondent her legatee, are sufficient to constitute her the general residuary legatee of her estate. The language of that provision is, “ I appoint Ellen G. Woodbury my legatee, and give to her all not before specified in this, and
If this provision had been the last article of the will, there could have been no question that it was intended as a general residuary clause, and that it should be so interpreted. Indeed, so much Avas admitted upon the argument. But such is not the case. It is folloAved by a provision Avhich appoints executors, and directs them, after the payment of her debts and preceding legacies, to sell stocks, bonds and other property, and to give the fund thus created to homes and hospitals for AAromen. The effect of that provision upon the clause under consideration is one of the questions involved in this case. While the residuary clause in wills is usually the last of its disposing provisions, still, the mere fact that it is not the last,
The appellants are correct in asserting that the fact' that the fifth clause is invalid is irrelevant in determining the testatrix’s intent. It is quite true that the fourth article should be interpreted as though all the provisions of the will were valid, for it is only when thus considered that we can discover the intent of the testatrix. It is, however, further insisted that if the fourth clause of the will were to be held to constitute a general residuary provision, it would render the fifth futile and ineffectual, even if otherwise valid. With this insistence we cannot agree. If the fourth is a residuary clause, it does not affect the fifth, or render it invalid, any more than it does the other dispositive clauses of the will. The bequest to hospitals and homes, if valid, would have excluded from the general residuum of the estate the property thereby disposed of, and by so much diminished the amount of the residuum. It, however, being invalid, like any other lapsed legacy, fell into the residuum and passed to the residuary legatee as property not well disposed of. The case of Evans v. Jones (2 Collyer, 516) is analogous in principle to the case at bar. There the testator bequeathed his personal estate except his money laid out in stock, mortgages and bonds to A., and his money in stock and mortgages and bonds he
But the further claim is made that the disposition contained in the fourth article is at most a bequest to the respondent of a particular residue ejusdem generis with articles previously mentioned, and not a general residuary gift. If the rule, that where an enumeration of certain specific things is followed by a general word or phrase, the word or phrase of general description is to be deemed intended to mean things of the same kind, and cannot include things of a nature different from those specifically mentioned, were applied, it would not aid the appellants. For, when we examine the provisions of the will, we find that the greater number of devises and bequests made by the provisions which preceded the fourth clause of the will, consisted of cash and real estate, and that substantially all of the -pecuniary legacies were to be paid from a fund to be derived from the sale of the testatrix’s stocks, bonds and other similar investments, while the articles that were denominated by the appellants’ attorney as “ personal belongings,” formed but a small portion in value of the property thus disposed of. Therefore, if the fourth provision were to be construed as giving to the respondent all the testatrix’s property of the same kind and nature as that before specified, it would clearly include every kind of property of which she died seized.
The appellants, while they assent to the rule that invalid or lapsed legacies fall into the residuum and go to the general residuary legatee, where there is a clearly defined general residuary clause, insist that upon a reading of the whole will, it is clear that the testatrix had no intention of making the respondent her general residuary legatee, but that her intention was to make her a legatee of a particular residue, although not defined in the fourth article, but which they claim may be identified by reference to the context. As sustaining this doctrine they cite King v. Woodhull ( 3 Ed. Ch. 79 , 82.) In that case it was decided that where it is manifest that the rest-
There is a class of English cases where the courts seem to
Where there is a disposition of a part of the residue, and it fails, it will not go in augmentation of the remaining parts as a residue of a residue, but will devolve as undisposed of.
Again, the appellants urge that the situation and circumstances of the testatrix, the nature and value of her estate, and the letter written by her to the respondent show that she did not intend to constitute the latter her general residuary legatee. We find nothing in the situation or circumstances of the testatrix, or in her letter, which leads us to that conclusion. She was without family or relatives, except a father who was more than a centenarian, possessed of a fortune in his own right, much of which he gave to charities, so that there was no existing necessity to provide for him, and she had no such intention as is conclusively established by the provisions of her will. The respondent was her most intimate friend, the one upon whom she relied to destroy her papers and family pictures and for the disposition of at least some portion of her estate when she was “ too wild with the thought of death ” to do what she would. Moreover, in the letter she expressed the desire that the respondent should do with the property coming into her hands as she, the testatrix, would. This plainly denotes that the testatrix contemplated that .under her will there would come to the hands of the respondent at least a portion of her estate, which was to be applied according to her directions, if any she should give. The respondent was the one person in whom she reposed the
The appellants likewise claim that the fact that the testatrix had previously given the respondent a lot in Washington and her diamonds and rubies, tends to show that she did not intend to make her the residuary legatee of her estate. Just how the former gift contributes to the establishment of that fact is not quite apparent. There were certain specific articles and property which she desired the respondent to have and enjoy as tokens of her friendship and affection. The residue of her estate, after the payment of her debts and legacies, was given to the respondent, with a request that she should dispose of it as the testatrix might direct. This gift was intended as one "which might become provisional to the extent that if, during her life, the testatrix should request the respondent to dispose of it in some particular manner, she expected her to do so. Under these circumstances we find, in the previous gift to the respondent, nothing which leads to the conclusion that the testatrix did not intend to make her her general residuary legatee.
We think it cannot be properly held that the fifth clause of the testatrix’s will was a general residuary clause. That it was not intended to include all of her property undisposed of by her special bequests and devises is manifest when construed in the light of the other provisions of the will. Any supposed repugnance-between the fourth and fifth articles of the will arises only when the latter is sought to be interpreted as a general residuary clause. When regarded as an attempt by the testatrix to bequeath a portion of her estate to a specific object, and when the language employed in the fourth clause of the will is given its natural and obvious meaning, it at once
That the testatrix in this case did not intend to die intestate as to any portion of her estate is entirely certain. Therefore, it is our duty to so construe her will as to effectuate that intention, if possible. That we have done, and we feel quite confident that we have reached a proper result and one which most nearly effectuates the intent of the testatrix. When the will is thus interpreted, all its provisions become practically harmonious and each is given its proper and intended effect.
The judgment should be affirmed, with costs to all the parties, payable out of the estate.
All concur, except O’Brien and Vann, JJ., who dissent.
Judgment affirmed.
Cases cited
- Weeks v. Cornwel 104 N. Y. 325 p. 248
- Roe v. Vingut 117 N. Y. 204 p. 248
- King v. Woodhull 3 Edw. Ch. 79 p. 248
- Kerr v. Dougherty 79 N. Y. 327 at 346, 360 p. 248, p. 254
- Lawton v. Corlies 127 N. Y. 100 p. 248
- In re the Final Judicial Settlement of the Accounts of Reynolds 124 N. Y. 388 p. 248
- Vechten v. Keator 63 N. Y. 52 p. 249
- Phillips v. Davies 92 N. Y. 199 at 204 p. 249
- Given v. Hilton 95 U. S. 591 p. 249
- Schult v. Moll 132 N. Y. 122 p. 249
- Temple v. Sammis 97 N. Y. 526 p. 249
- Vernon v. Vernon 53 N. Y. 351 p. 249
- Williams v. Freeman 83 N. Y. 561 p. 250
- In re the Probate of the Will of O'Neil 91 N. Y. 516 p. 250
- O'Hara v. Dudley 95 N. Y. 403 p. 250
- In re the Accounting of Benson 96 N. Y. 499 at 510 p. 254
- Riker v. Cornwell 113 N. Y. 115 at 126 p. 254
- Lamb v. Lamb 131 N. Y. 227 at 235 p. 255
- Carter v. Board of Education of the Presbyterian Church of America 144 N. Y. 621 at 625 p. 255
- In re the Probate of the Last Will & Testament of Miner 146 N. Y. 121 at 131 p. 255