Colville v. American Security & Trust Co.
Colville v. American Security & Trust Co.
Opinion of the Court
delivered the opinion of the Court:
1. With reference to the appeal of Mrs. Emeline Colville,
The theory upon which it is sought to support her claim to be substituted for the Home for Incurables as the legatee of the rest and residue of the estate, is that otherwise the testatrix would have died intestate as to a large part of her estate, and ^tbe very undertaking of a person to make a will creates ^a strong presumption of a purpose to dispose of the whole estate. Undoubtedly the theory is correct that the undertaking of a person to make a will creates a presumption of purpose on the part of that person to dispose of his whole estate. But the theory is just as valueless in the present connection as is the theory with which, on behalf of the heirs-at-law and next of kin, it is sought to antagonize it, namely, that the heirs-at-law are not to be disseised without specific words to that effect, and
In the documents before us there is nothing whatever to show any purpose on the part of the testatrix to devise and bequeath the rest and residue of her estate to Mrs. Colville. The bequest to Mrs. Colville was evidently an afterthought, anyhow. It did not enter into the consideration of the testatrix when she was making the will itself. It was no part of any general testamentary scheme or purpose. The
We are of opinion that, whatever may be the merits of the controversy as between the others who claim to be interested, Mrs. Emeline Colville is entitled only to the sum of five thousand dollars.
2. A more difficult question is presented as between the claims of the Home for Incurables, the Pennsylvania Hospital and the next of kin. By the decree of the court below, the latter are excluded, Mrs. Colville is substituted for the Pennsylvania Hospital, and the Home for Incurables remains entitled to the rest and residue of the estate, as provided in the original will. The construction of the codicil, by which this conclusion is reached, has undoubtedly the merit of interfering least with the scheme of the original will, and of insuring entire testacy on the part of the testatrix; and we are not sure that this is not what the testatrix intended. But our difficulty is that, in order to reach this construction, we must indulge in conjecture which has no foundation in the will, and must nullify the express provisions of the codicil. We must hold that, when the testatrix, in express and specific words, revoked and annulled the bequest' iftde in the will to the Home for Incurables at Pordham, New York City, in the State of New York, she meant and intended to revoke and annul another entirely distinct and different bequest, one to the Hospital of - the University of Pennsylvania. And we must hold that, when immediately afterwards in the codicil she took occasion to refer again to the institution whose legacy she revoked, she spoke of it again as “said Home for Incurables.” Now, this seems to us not to be construction of the will and codi
It is well settled law that, however clearly it may be shown by testimony beyond all question that, when a testator has said one thing he meant another and a different thing, the courts have no right to attempt to rectify the mistake. Such assumption of authority would be a most dangerous power for them to exercise. This would seem to be the unanimous doctrine of all the authorities; and those which seem to be exceptions to the rule are not in fact exceptions. The most prominent of these latter, perhaps, is the case of Patch v. White, 117 U. S. 210.
In that case a testator had devised lot 6, in square 403; with the improvements upon it, when he never owned that lot and the lot had no improvements upon it, and when he did own lot 3, in square 406, which did have improvements upon it} and when the scheme of his will required that effect should be given to this devise, and no effect could be given to it except by transfer of the figures, as stated, in accordance with the demonstration of the oral testimony in the case. The court held that here was a case of latent, not of patent, ambiguity, and it said:
“It is settled doctrine that, as a latent ambiguity is only disclosed by extrinsic evidence, it may be removed by extrinsic evidence. Such an ambiguity may arise upon a will, either when it names a person as the object of a gift, or a thing as the subject of itawad there are two persons or things that answer such nameor description ; or, secondly, it may arise when the will contains a misdescription of the objector subject; as where there is no such person or thing in existence, or, if in existence, the person is not the one intended, or the thing does not belong to the testator. 1 Jarman on Wills, 370; Hawkins on Wills, 9, 10, Where it consists of a misdescription, as before stated, if the misdescription can be struck out, and enough remain in the will to identify the person or thing, the court will deal
This case of Patch v. White, as will be perceived, was one of latent, and not of patent ambiguity, as the present case is conceded to be; and might, therefore, be regarded as wholly inapplicable. But we have quoted from it to show the limits within which ambiguity may be removed, or mistake rectified, in the construction of wills; and we find from the doctrine of that case that we have no means of rectifying
In the codicil before us we find two distinct and practically independent testamentary dispositions. First, we have a revocation and annulment in positive and unmistakable terms of a bequest in the will to the Home for Incurables at Fordham, New York City, in the State of New York ; and, secondly, we have a bequest of five thousand dollars to Mrs. Emeline Colville, of the city of New York. Coupled with this latter provision are the terms which cause all the difficulty in the case. The expression is: “.I give and bequeath the five thousand dollars (heretofore in my will bequeathed to said Home for Incurables) to my friend Emeline Colville,” &c. Now there was no such sum of five thousand dollars bequeathed in the will to the Home, for Incurables. There was such a sum bequeathed to the Hospital of the University of Pennsylvania, while to the Home for Incurables there was a devise and bequest of all the rest and residue of the estate.
It matters not now to inquire whether the mistake was that of the testatrix herself or of the scribe of the will. Nor does it matter that the latter appears in these proceedings advocating the claims of the Hospital of the University of Pennsylvania. What is of consequence is to determine whether we can rectify a mistake which is palpable, and how it may be rectified.
The first of the two testamentary dispositions of the codicil, if standing alone, would present no difficulty. It is clear, precise, explicit, and unmistakable, with no element of ambiguity, either latent or patent. It nullifies in positive terms a bequest made in the will; and it is of no consequence that it purports only to revoke and annul a bequest, when the will purports to devise realty as well as to bequeath personal property; for the will directs the trustee to converf the real estate into personalty, which was actually done, and all that the Home for Incurables would take would be per
And with respect to the second of these two testamentary dispositions, it is equally clear and beyond all question that there was a sum of five thousand dollars intended to be left to Mrs. Emeline Colville. In accordance with the doctrine in the case of Patch v. White,,which is the doctrine of reason, that intention should not be defeated upon the ground that the testatrix erroneously stated that this sum had been left in the will to the Home for Incurables, The rule of mala descriptio non nocet, to which effect is sought to be given in the case of Patch v. White, is equally applicable here as there. And we believe that no one claims that Mrs. Colville should be deprived of her legacy of five thousand dollars by reason of this erroneous statement made in connection with it.
So that, here we have two distinct testamentary dispositions, having in their terms no necessary connection with each other, from the first of which, when considered alone, all suspicion even of ambiguity is absent, and to the second of which full force and effect may be given by the disregard of a recital or collateral statement not at all necessary to the validity of the bequest and without which the bequest would be equally or even more effective. And we are asked, by
We give effect to each and every provision of 'the codicil and to the will as an entirety by rejecting as surplusage the erroneous recital in the second clause of the codicil, which is no more than a recital and is not essential to the integrity of the instrument as a testamentary disposition. If thereby it results that the testatrix died intestate as to the rest and residue of her estate, that is no more than would result in any case where a testator, intending to dispose of his estate, has failed to use apt terms for the purpose, or has not otherwise complied with the requirements prescribed by law to effect his purpose. And if this conclusion also fails to give effect to the real intention of the testatrix, whatever that may have been, we can only say again that the testatrix has failed so to comply with the requirements of law as to enable the courts to give effect to her intention. It would be difficult in any view that we might take of this case to find any controlling purpose or guiding intention on the part of the testatrix, inasmuch as the fact that before the
Entertaining these views, we must bold that there was error in the decision of the court below; and that it is the true legal intent and meaning of tbe will and codicil, that the bequest of five thousand dollars to' the Hospital of the University of Pennsylvania remains intact and unaffected by the codicil; that the bequest of the rest and residue of the estate to the Home for Incurables at Fordham, in the city of New York, was,and is revoked by,the codicil; that out of this rest and residue there is bequeathed to Mrs. Erneline Colville the sum of five thousand dollars; and that the remainder of the estate is distributable to the next of kin in accordance with the provisions of the Statute of Distributions.
The cause will be remanded to the Supreme Court of the District of Columbia, with directions to vacate its decree heretofore rendered therein, and to enter a decree in accordance with this opinion, and for such further proceedings, if any, as may be just and proper in the premises. The costs of this appeal to be paid out of the fund. And it is so ordered.
Dissenting Opinion
dissenting:
It is always with diffidence and regret that I feel myself constrained to dissent from the opinion of my brothers; but in this case I cannot do otherwise, in justice to a settled conviction, than dissent from the construction adopted by them of the will and codicil of the late Mrs. Ruth. I had
The testatrix had an estate consisting of both real and personal property, amounting to something more than $30,000, and which she, by her will dated the first day of June, 1892, effectually devised and bequeathed in terms that admitted of no doubt or question. The will furnishes intrinsic evidence of a matured scheme of disposition. She devised and bequeathed her ‘entire estate in trust for a limited time to serve a particular purpose, that was to raise an income to be applied to the support and maintenance of her granddaughter for and during the life of the latter. The granddaughter died about three years after the death of the testatrix. After the purposes of the trust were served, she then provided that there should be delivered by the trustee to the Hospital of the University of Pennsylvania the sum of $5,000, which sum “to be used by said hospital to endow and forever maintain a first-class perpetual bed in said hospital in the city of Philadelphia, said bed to be in the name and memory of my beloved son, Melancthon Love Ruth.” She then provided by the will that—
“All the residue and remainder of my said estate, of whatever kind, after the payment of said five thousand dollars for the establishment of said perpetual bed in said hospital, I give, devise and bequeath to the ‘Home for Incurables/ at Fordham, New York city, in the State of New York, its successors and assigns, forever, to be used by said ‘Home for Incurables’ to endow and forever maintain one or more beds in said home in the name and memory of my beloved son, Melancthon Love Ruth.”
It is conceded upon all sides that it was not the intention of Mrs. Ruth to die intestate as to any portion of her estate and no construction should be adopted that will produce intestacy as to any part of the estate, if such construction can be avoided. That there was a mistake made by the draftsman of this codicil is conceded by all concerned, and the question is, how is that mistake to affect the will? In the first place, there was no pecuniary legacy given as such by the will to the Home for Incurables, and it is conceded that it was not intended to give to Mrs. Colville more than the $5,000 mentioned. There was, as we have seen, a pecuniary legacy of $5,000 given by the will to the Hospital of the University of Pennsylvania, and if we conclude that the draftsman of the codicil, by momentary inadvertence, confounded the name of one institution with the other and inserted the name and description of the Home for Incurables instead of the Hospital of the University, all the difficulty is removed. It is very clear, to my mind at least? that the legacy given by the will to the University Hos
In my opinion, the decree appealed from ought to be affirmed.
Appeals in these cases were taken to the Supreme Court of the United States.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.