Hill's Adm'rs v. Hill
Hill's Adm'rs v. Hill
Opinion of the Court
delivered the opinion of the court.
■ This appeal involves the construction of the second clause of the will of Mrs. Mary A. Hill, which is as follows:
“2nd. I give a,nd bequeath to the children of my son, A. P. Hill, the debts due by him and which are secured by a vendor’s lien retained in the deed of conveyance made to him by Margarette S. Turpén and duly recorded in the proper office of the city of Louisville, Kentucky, conveying to him a lot of land with improvements thereon situated in the said city, which said debts, so secured, amount in the aggregate to the sum of seventeen hundred dollars, $1,700.00,’ principal, and which have been duly assigned and transferred to and are now held by me. I also give and bequeath to the said children the sum of three hundred dollars, $300.00 to be paid by my executor hereinafter named. I do hereby nominate and appoint my sons, John R.Hill and*344 T. P. Hill, testamentary guardians of the said children, and request that no security be required of them on their qualification as such. I authorize and direct said guardian to pay to any of the said children as they come of age, or marry, their respective shares of said bequest to them to which they, or any of them, may be entitled to on their arriving at the age of twenty-one (21) years. Should any of the said children die before reaching twenty-one (21) years, or marriage, then the shares to which they would have been entitled to shall be equally divided among the surviving children.
“I desire and do so direct that the said guardians shall keep the buildings on said lot of land properly insured, the premiums to be paid from the money coming to their hands.”
The will was written in 1907, and the testatrix died in 1913. In the meantime Mrs. Hill foreclosed the lien and collected the $1,700.00 debt mentioned in the above clause, but preserved the proceeds in the form of a bank certificate of deposit. After her death a question arose between the residuary legatees and the children of A. P. Hill as to whether the collection of the debt by the testatrix in her lifetime worked an ademption of the legacy to them as provided in the second clause of the will.
The principal question in the case, and, the one to which the argument before us was exclusively addressed, is whether the $1,700 bequest in the second clause constituted a specific legacy. If it did constitute such a legacy, there may still be some question as to the effect of the collection of the fund. If, on the other hand, the bequest is to be considered as either a general or a demonstrative legacy, then it is clear and is conceded that no ademption resulted.
The circuit court “being of opinion that according to the true construction of the last will and testament of Mary A. Hill, deceased, by the second clause thereof, she be
The testatrix had, when she wrote the will, three sons, four grandchildren (the beneficiaries under the second clause) and three step-children. Her total estate was worth abdut nine thousand dollars. By the third clause of her will she created a trust fund of $2,000 for the benefit of one son; by the fourth clause she gave to the three step-children $175 each, or a total of $525; and by the fifth clause she gave the residue of her estate to the other two sons, one of whom she designated as her executor. It thus appears from the face of the will that she intended to divide the bulk of her estate into practically equal portions of $2,000 each, giving one portion to each of the three living sons and one to the children of the deceased son as a class.
After the execution of the will the testatrix became dissatisfied with the $1,700 lien on the Louisville property. Subsequent to the death of her son, A. P. Hill, in February, 1915, his wife and children had occupied the property as a home for a few months and then moved to Washington, where they were living at the time the will was made. . The
Applying these principles, if we treated the gift in question here as a specific legacy, we might reasonably hold that no ademption was intended and none effected because the testator evidently preserved the original investment, under a mere change of form in the security, and did not intend by the change to divert it from the purpose indicated in the second clause of the will.
But this question does not arise if the gift be treated, as we think it should be, as a general or demonstrative legacy.
In the text last above cited it is said: “Whether a legacy is general, specific or demonstrative, depends entirely on the intention of the testator, and so the expressed purpose of a legacy may indicate its character. In order to ascertain the testator’s true intention it is proper when necessary to look to the other parts of the will and consider evidence of the surrounding circumstances. The presumption being that the testator intended equality among the objects of his bounty, a legacy is presumed to be general unless it clearly appears to be specific, especially where it is of a pecuniary character, and the burden of identification of a specific legacy is upon the legatee.”
This principle and rule of construction was recognized •and applied in Corbin v. Mills, supra, Wherein Judge Joynes used the following language peculiarly applicable here: “The subsequent collection by the testator of a large part of these funds did' not have the effect of diminishing the pro
It is not necessary to hold that if the legacy were clearly specific, the care with which she kept' the fund intact until her death would prevent an ademption because of her intention to the contrary. As we have already stated, the question in this form does not arise. But the fact that she did thus care for and preserve this fund is important, and may properly be considered as throwing light upon her meaning in making the provision for the children under the
With reference to the assignment of error based upon the introduction of certain evidence, including in particular the interesting statements made by the residuary legatees before this litigation arose, that their mother intended these grandchildren to have the fund in question, we need only
We find no error in the decree appealed from, and it will be affirmed.
Affirmed.
Reference
- Full Case Name
- Hill's Adm'rs and Others v. Hill and Others
- Cited By
- 9 cases
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- Syllabus
- 1. Legacies and Devises—Ademption—Intention of Testator.—In case of total loss or destruction of the thing bequeathed, the intention of the testator as to whether or hot this constitutes an ademption of the legacy is not material, for in such a case the ademption results because the testator does not have any power at his death to dispose of the subject. But, on the other hand, it would seem to be a sound rule that a mere change of the name and form of the thing bequeathed, or a mere change in the character of the security bequeathed, will not necessarily work an ademption, and the result may in such cases depend upon the intention of the testator. 2. Legacies and Devises—Ademption—Collection of Specific Debt.— Where there is nothing else in a case except the mere fact .• that the testator gave a specific evidence of debt and after-wards collected the same, it presents the case of a specific legacy subsequently adeemed. 3. Wills—Construction—Intention of Testator—General Purpose.— It is quite true that the intention of a testator must be gathered from the words actually used in the will, but it will not do to subordinate a plain general purpose or plan to an apparent particular intent, or to isolate the words of a single clause from the circumstances under which they were used, the relationship of the testator to the beneficiaries, and the general testamentary scheme as disclosed by a .view of the whole instrument. 4. Wills—Construction—Uniform Justice.—Uniform justice is better than strict consistency, especially when dealing with the language of a will, because the testator necessarily confides his meaning to an instrument which courts of equity are sacredly enjoined to interpret justly as between him and those he leaves behind, should controversy arise, death having closed his own lips. 5. Wills—Construction—General or Specific Legacy.—Courts will not construe legacies as specific unless they are clearly so intended. The courts are so desirous of construing -the bequest general that, if there be the least opening to imagine that the testator meant to give a sum of money, and referred to a particular fund only, as that out of which he meant it to be paid, it shall be construed pecuniary, so that the legacy may not be defeated by the destruction of the security. 6. Wills—Construction—General or Specific Legacy.—The rule that legacies are not to be construed as specific unless such is the clear intention of the testator, is to be especially regarded where to hold a legacy specific would result in an inequality among those whom the testator 'would naturally be expected to treat with equality. 7. Wills—Construction—General or Specific Legacy—Case at Bar. —In the instant case the testatrix plainly intended to divide her estate in four principal parts of substantially equal amounts for the benefit, respectively, of her three sons and the children of a deceased son. She made up the fund for the grandchildren from two amounts, first, $1,700, a debt due her and afterwards collected by her and invested in a certificate of deposit held by her at her death, and $300 from her general estate, but the subsequent directions as to the time-, manner, and amounts in which the total sum was to be paid to these grandchildren indicated that she had in mind a definite pecuniary provision for them, and this purpose on her part was as plainly indicated as if she had expressed it in so many words. The fact that she preserved the fund and the certificate of deposit was significant as throwing light upon her meaning in making the provision for the grandchildren. Held: That the legacy to the grandchildren was not specific, and ' that the collection of the debt and investment in. the certificate of deposit did not constitute an ademption, but that testatrix expected the debt, or its, proceeds, to furnish a convenient source for the payment of the greater part of the total legacy. 8. Parol Evidence—Practical Subsequent Construction—Contracts, Conveyances and Wills.—In contracts and conveyances inter vivos, it is competent to introduce parol proof to show the practical subsequent construction which the parties themselves have placed upon the written instrument in question. There can be no good reason why the same rule should not apply with reference to the conduct of a testator subsequent to the making of the will. Indeed, it would seem that the rule ought to apply in the latter case with even more propriety and force than in the former. 9. Wills—Construction—General or Specific Legacy—Parol Evidence—Case at Bar.—Parol evidence of the circumstances, situation and connection of the testator, and his transactions between making his will and his death, are admissible to throw light -on his intention. Applying this rule to the instant case, there can be no doubt that the testatrix, in the first instance, had in mind a general testamentary scheme under which the children of her deceased son would get $2,'000 of her estate. In this view the legacy to her grandchildren may very properly be treated*as general rather than specific.