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Hester v. Hester

Supreme Court of North Carolina
Dec 1, 1842
37 N.C. 330 (N.C. 1842)

Summary

In Hester v. Hester, 37 N.C. 330, a legacy "to some promising young man of good talents, of the Baptist order, to be selected by the executor," was held void for indefiniteness. The Court said: "There is no person who can claim it.

Summary of this case from Dry Forces, Inc., v. Wilkins

Opinion

(December Term, 1842.)

1. A being a man of large fortune, and having about seventy nephews and nieces, the children of eight brothers and sisters, after providing for his wife and making some small devises and bequests, bequeathed as follows: "Item, My will is, after the death of my wife and the negroes given her be taken out, that all the rest of my negroes, etc. (here mentioning the residue of his estate), be sold, and all the bonds, etc., and out of the proceeds arising therefrom my will is that I give £ 100 to my brothers' and sisters' children, to be equally divided amongst the children that are alive. I except (here the testator names five or six of his nephews), for they are good for nothing." The residue of his estate, "if there by any overplus," is left to his brother Francis Hester's children: Held, that this was not a legacy of £ 100 to each of the grandchildren or to each stock of the grandchildren, but that each grandchild was entitled to only an equal share of the one sum of £ 100.

2. Extraneous evidence as to the amount of the testator's estate and the number of his legatees, upon a question of mere construction, cannot change the operation of legatory words which have a clear and precise meaning.

3. Extraneous circumstances, when admissible, are to be received with extreme caution, for the construction of every instrument is generally to be established upon what is to be found in the instrument itself.

4. Collateral evidence is not permitted to introduce an intention into the will which, with the aid of that collateral evidence, the will does not express.

5. Nor can an express and unequivocal disposition of property, in one clause of a will, be controlled by any interference, from the context, of a probable oversight or mistake of the testator in that disposition. His meaning, once explicitly declared, cannot be changed by any interference of a different meaning, unless such inference be necessary and beyond doubt.

6. A bequest by an uncle to his niece becomes lapsed by the death of the niece in the lifetime of the testator, and does not go to a surviving child of such niece, under the act (Rev. St., ch. 122, sec. 15), which only applies to the case of a legacy from a parent to his child.

7. A bequest "to some promising young man of good talents and of the Baptist order, to be selected by my executors", is void because of its indefiniteness. There is no person who can claim it.

8. Where a testator gives power to his executors to sell land, and no executors are named in the will, the administrator with the will annexed may exercise this power, under a proper construction of our act of Assembly. (Rev. St., ch. 46, sec. 34.)

THIS cause was transmitted by consent from GRANVILLE (331) Court of Equity, at Fall Term, 1842, to the Supreme Court.

The bill was filed by the plaintiff, as administrator with the will annexed of Benjamin Hester, deceased, to obtain the advice and direction of the court in the execution of his trust as such administrator, and the several claimants under the will were made parties defendants. The following is a copy of the will, which had been duly admitted to probate as a will both of real and personal property, at September Term, 1838, of Granville County Court, when the plaintiff was appointed and qualified as administrator with the will annexed:

GRANVILLE COUNTY — North Carolina.

I, Benjamin Hester, being in a low state of health of body, but in perfect state of mind, do make, constitute and ordain this my last will and testament; and knowing that it is appointed once for man to die, and in the first place I recommend my body to the earth and my soul to Almighty God who gave it, to be buried in a Christian manner; and as it has pleased God to bless me with some worldly property, I give and dispose of the same in the following manner and form, to wit: I give to my beloved wife, Mary Dyer Hester, during her natural life or widowhood, all my property, real and personal, stock, etc., during her natural life, and $500 in silver, to be delivered her on inventorying my property — my other money on hand to be put out in sure hands at interest, until after the death of my wife, and then to dispose of it as I hereafter direct. I also give to my wife twelve negroes, at her death to do with and dispose of as she may think proper — six males and six females, out of Harman and Amie's family — and if my wife should think at any time that the property is burdensome to her, she can, with the consent of my executors, sell any part she may choose, and put the money to interest while my wife lives. I also (332) give to Robert Hester the land and plantation bought of William Shore and wife, with the area of land, to line run by Joseph Taylor and myself, joining Colonel Ridley's line and Hester's across the Ready Branch. I also give to Francis Hester, son of Francis, all that tract from Jackson's line to Ridley's plantation down to the line Bob Hester's, after death of wife. I give to Benjamin Currin the tract of land whereon he now lives, say, 200 acres. I also give to Alfred Hester, after death of wife, that tract of land called Howard's whereon he now lives. I also give William Hester, son of Francis, 200 acres of land lying on Bennett's Creek, adjoining the lands of George Knott and John Hunt. I also lend to Nancy Huddleston one negro girl named, Mary during her natural life — after her death I give to heirs of her natural body the said Mary and her increase forever. Item: I give to the Baptist Society the meeting-house and one acre of land and the privilege of the spring, so long as it is kept up for house of worship, and no longer. Item: My will is, after the death of wife and the negroes given her be taken out, that all the rest of my negroes be sold, and all my stock of horses, cattle, sheep and hogs, my household and kitchen furniture, and also all my land that I have not given away, and all my bonds and money on hand, and out of the proceeds arising therefrom my will is that I give £ 100 to my brothers' and sisters' children, to be equally divided amongst the children that are alive. I except John Hester, Jeremiah Hester and Benjamin Hester, sons, and Patrick O'Briant and John Bats, of Zachariah Hester, for they are good for nothing, and I give them five shillings each — after this done if there are funds left, my will is that $500 be raised and given to some promising young man of good talents and of the Baptist order, at the discretion of my executors. This being done and my just debts being paid, and there being an overplus left, my will is that it be equally divided amongst my brother Francis Hester's children. This being done, and after the death of my wife, my will is that my old man Shadrach be set free.

Interlined before assigned. ()

Signed, sealed and delivered in the presence of us.

(No signature at the foot of the will nor subscribing witnesses.)

Item. I also give to my beloved wife one-half of my (333) household goods and furniture, to do with and dispose of as she may think proper. I also give $100 of my funds in hand to William B. Worrel; also my will is to give to Thomas Crocker $100; also my will is to give Brother Huggins, of Warren County, $100, to be paid them as soon as my will is proven and they qualify. I also give to Nancy Thomason one bond of eighty-odd dollars, to her and her heirs; I also give to Elizabeth Parham one bond of $60. After this being done, I want all my bonds collected, and my funds on hand, and put out at interest during my wife's lifetime, and then to be distributed as hereto directed. My will is that as there are some of my brothers' heirs owing me, and I have their notes, I wish that to be taken out of their ratable part of the £ 100, and then make the division, counting these notes as to much of their part. I also give to Francis Gordon my old Poll mare, now in foal. I also give to Alfred Hayes my one-eyed filly.

(Neither signed nor witnessed.)

It appeared that the testator was a man of large estate, and that his nephews and nieces, the children of eight brothers and sisters, amounted in number to about seventy. It also appeared that the notes, mentioned in the latter part of the codicil as due to the testator from some of his brothers' children, were of much greater amount than their ratable share of £ 100.

The doubts arising upon the construction of this will and the questions submitted to the court for their advice are stated in the opinion delivered in this Court.

Badger, Waddell and Iredell for the residuary legatees.

W. H. Haywood, Jr., for the other nephews and nieces.


The most important question arising upon the interpretation of this exceedingly imperfect and almost unintelligible will is the construction of the bequest of "£ 100 to (334) the testator's brothers' and sisters' children." Three constructions are presented to us: the first, that it is a gift of £ 100 to each of these children; the second, that it is a gift of £ 100 to each family of children of a brother or sister; and the third, that it is a gift of one £ 100 to the testator's nephews and nieces, equally to be divided between them. The testator, who is admitted to have been a man of large fortune, commences' his will by making a provision for his wife. He gives to her absolutely twelve slaves, and $500 in silver, and the beneficial use of all his other property, real and personal, for life. Then, after making some specific devises of land and a specific bequest to Nancy Huddleston of a negro girl for life, and after her death to the heirs of her body, he thus expresses himself: "Item. My will is, after the death of my wife, and the negroes given her to be taken out, that all the rest of my negroes be sold, and all my stock of horses, cattle, sheep and hogs, my household and kitchen furniture, and also all my land that I have not given away, and all my bonds and money on hand, and out of the proceeds arising therefrom my will is that I give £ 100 to my brothers' and sisters' children, to be equally divided amongst the children that are alive. I except [here the testator names five or six], for they are good for nothing. After this is done, if there are funds left, my will is that $500 be raised and given to some promising young man of good talents and of the Baptist order, at the discretion of my executors. This being done and my just debts paid, and there be an overplus left, my will is that it be equally divided amongst my brother Francis Hester's children. This being done, and after the death of my wife, my will is that my old man Shadrach be set free." To this will is subjoined a codicil, wherein, after giving to his wife the half of his household goods and furniture absolutely, and a few other bequests to his friends, he proceeds thus: "After this being done, I want all my bonds collected and my funds on hand, and put out at interest during my wife's lifetime, and then to be distributed as hereto directed. My will is that as there are some of my brothers' heirs owing me, and I have (335) their notes, I wish that to be taken out of their ratable part of the £ 100, and then make the division, counting these notes as so much of their part." The testator left surviving him about seventy nephews and nieces, being the children respectively of his eight brothers and sisters. The fund out of which the legacy to these children is directed to be paid is amply sufficient for the payment to each of £ 100. Some of the notes referred to in the codicil as being due to the testator from some of his brothers' heirs are for much larger sums than the pittance of the £ 100 which they would be entitled to receive if the £ 100 is to be divided per capita among all the children of the testator's brothers and sisters.

Waiving all objections to the admissibility of extraneous evidence as to the amount of the fund and the number of the legatees, upon a question of mere construction, it cannot be doubted but that such evidence never can change the operation of legatory words which have a clear and precise meaning. The will is the law which the testator is permitted to make for the disposition of his property. He must be presumed to understand his own meaning, and where he does speak unambiguously those whose duty it is to execute this his law must understand him to mean what he has said. It is the intention which the will expresses that the law carries into effect, and collateral evidence is not permitted to introduce an intention into the will which, with the aid of that collateral evidence, the will does not express. Admitting, too, as we certainly do admit, that in construing any clause of a will we are not only at liberty, but are bound, to take into consideration every other part of it, to see if something be not there found which either directly or by plain inference qualifies or explains the sense of the clause to be construed, yet we hold it to be undoubted law that an express and unequivocal disposition of property cannot be controlled by any inference from the context of a probable oversight or mistake of the testator in that disposition. His meaning, once explicitly declared, cannot be changed by any inference of a different meaning, unless such inference be necessary and beyond doubt. It is not pretended that by an adherence to these rules court will ascertain in every case what a testator actually does mean; but they are deemed, upon the whole, rules best calculated for ascertaining the meaning of testators, and there is no (336) medium between adherence to the established rules of interpretation and the arbitrary discretion of judges.

Now, the disposition to be construed is per se and to a certain extent perfectly explicit. "Out of the proceeds arising therefrom, my will is that I give £ 100 to my brothers' and sisters' children, to be equally divided amongst the children that are alive." Upon this there is nothing left for construction, unless it be, what is the time referred to at which the children, amongst whom the division is to be made, should be alive. Fix that time when you may — at the death of the testator or at the time of the division — so as to determine which of these children are meant, and then the language is as precise as any that could be used. The sum given is £ 100. It is given to the children of the testator's brothers and sisters, and the sum so given is to be equally divided between those children alive at a particular time. The amount of the gift, the persons to whom it is given, and the manner in which these persons shall divide the thing given, are all stated. Every one of the children of his brothers and sisters, except those expressly excluded by the will, or who shall not be alive at the time prescribed by the testator, is to have an equal part with every other child in the division of this sum of £ 100, and no other interpretation can be adopted without doing violence to the language here used. There is no other part of the will which furnishes a necessary inference of an oversight or mistake of the testator in the language used. In the codicil, taking notice that some of his brothers' children owe him, he directs that the amount of their debts shall be deducted "out of their ratable part of the £ 100," and the debts to be deducted exceed their ratable part of £ 100, if no more than that sum is given to all of them collectively. Hence it is inferred that a greater legacy is given to each than the amount of his debt, because a larger debt cannot be deducted from a smaller legacy.

If the clause to be construed were really ambiguous this argument might be entitled to much weight; but it is much (337) easier and safer to give to the codicil an explanation which shall reconcile it to the plain text of the will than it is to overrule that plain text by a rigid adherence to the letter of the codicil. A direction that the testator's debtors, who are also his legatees, shall deduct their debts when they receive their legacies, is fully satisfied, when the first exceed the latter, by a deduction of them pro rata. But the codicil furnishes, if it had been wanted, a conclusive argument against the first and most enlarged construction contended for, for it directs that the sums to be deducted from the legacies to his brothers' and sisters' children shall be deducted from their ratable share of the £ 100. So that without doing violence to the codicil, as well as to the primary gift in the will, it must be held that no child of a brother or sister was to take more than a ratable part of that sum.

When we take into consideration the extraneous circumstances relied upon, and these when admissible are to be received with extreme caution (for certainly the construction of every instrument is generally to be established upon what is to be found in the instrument itself), it does indeed appear most extraordinary that the testator could have entertained any doubt that so large a fund as he had provided might not prove adequate to the raising thereout of a legacy of £ 100.

It is so extraordinary as to open an almost unlimited field of conjecture how to account for it. One of these conjectures, and a highly probable one, is that there was an oversight or mistake of the testator in the amount of the legacy which he had given. But it is possible that he may have been in error as to the value of the fund provided, or have apprehended that the fund so provided might be greatly lessened by his debts. But be this as it may, we cannot say that these extraordinary doubts furnish an indubitable and necessary inference that he has given a larger sum than he did give. It is certain that he gave but £ 100. It is impossible that we can say, with all the explanation which this collateral matter furnishes, that he gave £ 100 to each of his brothers' and sisters' children when he directed that sum to be divided among them, and provided that such of (338) these children as owed him should deduct these debts out of their ratable part of this £ 100. Nor can we declare that he has given £ 100 to each set of children as a family, for his gift was of £ 100 to all of the children, without reference to families, and the division of this sum thus given to all is directed to be made "equally among the children that are alive." There is no help for it. There is but the sum of £ 100 given, and this sum is to be divided equally among the testator's nephews and nieces other than those excepted in the will, or who may not be alive at the time referred to. The true solution of all the difficulties in the case probably is that this imperfect instrument ought never to have been unable to complete to his satisfaction, and was doubted but that it was an unfinished sketch, which the supposed testator had been unable to complete to his satisfaction, and was not designed in its then crude, imperfect form to take effect as his will. But it has been established as a will, and we are bound to take it as it is, with all its imperfections and absurdities, and apply in its construction the rules of law.

It is admitted by the pleadings that the widow of the testator dissented from the will and had her dower and distributive share of his personal estate allotted to her as if he had died intestate, and it is further agreed by the parties that since the bill was filed she has died. The time, therefore, has certainly arrived when the proceeds of the estate are to be disposed of as the testator has directed.

We are of opinion that all the specific bequests in the will and all the pecuniary bequests, with the exception of the £ 100, are given immediately, and are excepted from the general disposition of the use of the testator's property to his wife for life. This is plainly declared as to all of them, except the bequest by way of loan to Nancy Huddleston, and after her death of a gift to the heirs of her body, of the negro girl Mary; and we think this intent is manifested, though not expressly, in this bequest also. It is found among several devises where the testator takes special care to state that they shall be postponed in enjoyment to his wife's death. The presumption fairly arises, where (339) he is silent in this respect, he intends an immediate gift. This construction supersedes the necessity of inquiring what effect is produced upon these bequests by the widow's dissent from the provision made for her by the will.

The direction by the testator that all his negroes, bonds and other property not given away should be sold, and the proceeds, after payment of his debts, be divided and disposed of as in the will recited, evidently contemplates a sale to be made by his executors, and therefore confers an authority on his executors to sell the lands. No executors, however, were nominated, and we are asked whether this power can be exercised by the administrator with the will annexed. Previously to the provision made in our Revised Statutes, ch. 46, sec. 34, it is very clear that an administrator with the will annexed could not exercise a power to sell lands conferred on executors. The statute of 31 Hen. VIII., ch. 4, which was the only statute then in this State modifying the common law on the subject, applied only to the case where part of the executors refused and the others were willing to execute the power. But the act in our Revised Statutes authorizes the administrator with the will annexed to sell when all the executors die or refuse to take on them the administration. The case of an administration with the will annexed where no executors were appointed is not within the letter of the act. But as it comes within the spirit of the act, and as the act is one of a remedial character, we are of opinion that the case is embraced within its purview. But unless there be a necessity for the sale of the land — or even of the negroes and other property — the plaintiff ought not to sell, for the ulterior devisees and legatees have elected to take the property in kind. Their answers are explicit to that effect.

Elizabeth Morris, one of the children of the testator's brother Francis, died in the testator's lifetime, leaving a child. It is clear that this child can claim nothing under a bequest of her mother. Admitting that if Elizabeth Morris had survived the testator she would have taken a vested interest in an undivided part of the bequest of the £ 100 (a point on which we express no opinion), her legacy lapsed by her dying before the testator; and our act which declares that a devise or bequest (340) to a child shall in the event of such child's death before the testator take effect and vest in the issue of such child, applies only where the devise or bequest is made by a parent.

The direction asked of us, whether the children who take the legacy of £ 100 are required to be alive at the death of the testator or at the death of the widow, is not shown to be practically necessary. No facts are stated which raise the question, and it is not proper that we should answer judicially to hypothetical inquiries.

The legacy of $500 to "some promising young man of good talents and of the Baptist order, to be selected by the testator's executor," is void because of its indefiniteness. There is no person who can claim it. Possibly it might be intended as a donation for a charitable use, which, had it been distinctly expressed, might have enabled the Court to give it effect. But if so, unfortunately this intent does not appear.

PER CURIAM. Decreed accordingly.

Cited: Crissman v. Crissman, 27 N.C. 501; McCorkle v. Sherrill, 41 N.C. 176; Faribault v. Taylor, 58 N.C. 222; Thomas v. Lines, 83 N.C. 197; Gay v. Grant, 101 N.C. 221.

(341)


Summaries of

Hester v. Hester

Supreme Court of North Carolina
Dec 1, 1842
37 N.C. 330 (N.C. 1842)

In Hester v. Hester, 37 N.C. 330, a legacy "to some promising young man of good talents, of the Baptist order, to be selected by the executor," was held void for indefiniteness. The Court said: "There is no person who can claim it.

Summary of this case from Dry Forces, Inc., v. Wilkins

In Hester v. Hester, 37 N.C. 330 (1842), the statutes authorized an "administrator with the will annexed to sell when all the executors die or refuse to take on them the administration.

Summary of this case from Stoughton v. Liscomb
Case details for

Hester v. Hester

Case Details

Full title:BENNETT HESTER, ADMINISTRATOR, ETC., v. HAMILTON HESTER AND OTHERS

Court:Supreme Court of North Carolina

Date published: Dec 1, 1842

Citations

37 N.C. 330 (N.C. 1842)

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