Richards v. Humphreys
Richards v. Humphreys
Opinion of the Court
drew up the opinion of the Court. The only question left for the decision of the Court in the present case is, whether the payment made by John Hawes, the testator, in his life, to his sister Mrs. Richards, the present plaintiff, under the circumstances in proof, amounted to an ademption, pro tanto, of the legacy now sued for.
The ademption of a specific and of a general legacy depends upon very different principles. A specific legacy of a chattel, or a particular debt, or parcel of stock, is held to be adeemed, when the testator has collected the debt, or disposed of the chattel or stock, in his lifetime, whatever may have been the "intent or motive of the testator in so doing. But when a general legacy is given, of a sum of money out of the testator’s general assets, without regard to any particular fund, inten
The question therefore is, whether from the facts shown in the present case, it sufficiently appears, that the advance of money made by the testator in his lifetime to his sister, was intended as a part payment and satisfaction of the legacy given to her by his will; if it was so intended, the law deems it an ademption pro tanto.
Most of the cases cited on the part of the plaintiff, to show what the law does, and what it does not, regard as an ademption, are cases where the testator, in making an advance during his lifetime, does not express the object or purpose of such advance, and its intended effect upon a legacy given, and are designed to show, from what combinations of facts and circumstances, the law will or will not raise a presumption, that it was the intention of the testator, that the advance should or should not operate, in whole or in part, as a satisfaction or substitute for the legacy. But they all proceed upon the assumption, that where such intention is proved, either by legal and competent proof, or by legal presumption, the consequence of ademption will follow. Such were the cases of Ex parte Dubost, 18 Ves. 140, and Powel v. Cleaver, 2 Bro. C. C. 499 ; the former, that of an illegitimate child, described as the daughter of another person, and the latter, of a niece. There was nothing in either case, satisfactorily to show that the testator intended to place himself in loco parentis, and therefore nothing, according to the somewhat artificial reasoning before stated, to raise the presumption, that he intended the legacy as a provision for a child. The
In the present case we are of opinion, that conforming strictly to the rules of law, in regard to the admissibility of evidence, it is quite apparent from the facts proved, that the payment was intended by the testator, as an advance on account of this legacy, and an ademption pro tanto.
If it stood upon the receipt alone, we are strongly inclined to the opinion, that by a necessary construction it must apply to this legacy. It acknowledges the receipt of the money, of Hawes, in part of the plaintiff’s right of dower under his last will, he being her brother. Had the words, “ of dower,” been omitted, the receipt would have been sufficiently clear, to wit, her right under his last will and testament. When the words come to be applied to the subject matter, it is apparent that they are perfectly senseless. If by retaining these qualifying words, the clause could be made to apply to any other right or subject matter, or if the effect of them in their actual application, would be such that they could not apply to and describe this legacy, the Court would certainly not be warranted in rejecting them. It is a general rule, in the construction of written instruments, that where words are used, by way of description, of persons or things, and the words apply in all material particulars to one subject, and there is no other, to which they can apply, they shall be considered, as applying to that which they do describe, sufficiently to in dicate its identity, although they fail in some particular. Such misdescription is regarded as a latent ambiguity, which arises, when the words come to be applied to the subject matter, and therefore may be corrected by showing aliunde that there is no such subject to which they can be applied, but that there is another, which the words do sufficiently describe to show that it was the subject intended. So where a legacy describes one species of stock ; but it appears that when the testator made his will he had not that particular species of stock, but another so like it, that it could leave no doubt it was the one
But the ground upon which the Court decide the cause is this. Whatever may be the difficulties, in applying the rule, which prohibits the admission of paroi evidence to alter or control a written instrument, there is one modification, which will sanction its admission in the present case. Whenever an act is done, the declarations of the party doing it, made at the time, are received to show the character of the act, and the purpose and design with which it is done. It is readily conceded, that it would not be competent to give in evidence the declarations of the testator, showing that he intended by any clause in his will, something different from the dispositions expressed, or to limit or control the legal inferences and presumptions arising from those expressions. Nor would it be admissible to show such declarations alone, to prove a direct intent of the testator to revoke or adeem a legacy. It would be, in either case, to make or revoke a will by paroi; which is alike contrary to the general rule of law, and to the statute of frauds. But when an act is done, which if done with one intent, will operate as an ademption, and if with a different intent, otherwise, under the rule already stated, evidence of the declarations of the intent may be given, to qualify the act, and the act operates by way of ademption. Here the declarations made at the time of the advance and payment of the money, not being contradictory to the receipt
But there is another fact, stated in the case, which it seems competent to show by paroi evidence, and which leads to the same conclusion. It is stated, that the testator expressed his desire to the plaintiff, at the same time, to pay off the legacies to his brothers and sisters in his lifetime, and that he offered to pay her the balance of her legacy, which she declined receiving. What is the inference from an offer to pay the balance, except that part was already paid ? On the whole, we are satisfied, that the evidence, to the extent of showing the intent and purpose of the payment, was admissible, and being admitted, it proves conclusively, that it was a payment on account of this legacy.
As to the objection, that at the time of the payment, the plaintiff was a feme covert, we are of opinion, that it does not vary the result. It is very clear, that the plaintiff’s husband, having died before the testator, had no interest in this legacy. The only ground therefore is, that the plaintiff was at the time of the payment under the disability of coverture. But we have seen that ademption depends solely on the will of tne testator, and not at all upon the ability of the party receiving to give a valid discharge. Had the money been paid to trus tees or others for her benefit, without any act or consent ol hers, if given expressly in lieu or in satisfaction of such legacy to her, it would have operated as an ademption. Had he purchased a house or other property in her name, and for her benefit, with the like intent and purpose expressed, it would have had the same effect. The circumstance of her disability therefore, at the time of the payment, is not inconsistent with the testator’s intent in making it, to advance and satisfy the legacy to her, nor does it affect the efficacy of such payment as an ademption. The balance of the legacy having been paid into court, nothing now remains due.
Plaintiff nonsuit.
Reference
- Full Case Name
- Patience Richards versus James Humphreys
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- 2 cases
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- Published