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Case Summary: ELDRIDGE and others, Ex'rs. v. ELDRIDGE and others (03-23-1886)

Court/Author: RUNYON, Chancellor.

Counsel: E. L. Campbell for executors; W. M. Lanning for children of Robert Eldridge, Sr.

Factual and Procedural Background

Wilson Eldridge (the testator) died in September 1872. By his will he (1) directed payment of debts and funeral expenses, (2) gave his wife a life interest in the homestead farm (except eight acres devised to his son Alexander) and the use of household goods and farming articles necessary for farming during her life, (3) devised the eight acres to Alexander and legacies to some grandchildren, (4) directed sale of certain other land, and (5) after the decease of his wife, directed the sale of the homestead (except the eight acres) and certain stock and utensils and the division of the remaining proceeds into eleven shares with specified distributions to eight named children and a special provision relating to his son George and $300 apportioned in a particular fashion among the named children.

Relevant to this suit, the will directed the executors to secure at interest one-eleventh of the estate (together with one-tenth of the $300) and to pay the interest thereof yearly to the testator's son William for life, and thereafter to pay the principal to William's "lawful heirs, share and share alike." Similarly, the will directed them to secure one-eleventh of the estate (with the one-tenth of the $300) and to pay the interest yearly to his son Robert during his life, and at Robert's death to pay the principal "to his lawful heirs, share and share alike."

The testator's widow died in 1872. Robert Eldridge (the son who was to receive interest in life) died August 27, 1885, leaving a widow and six surviving children, all born before the testator's death. Robert had another son (Robert Eldridge, Jr.) who died October 7, 1872 (after the testator's death and before the testator's widow's death), leaving a widow (Hannah Wood) and an infant child, Robert Oliver Eldridge, who then died January 26, 1875 at about age four. The child's mother survived him and is a defendant in the suit.

Executors brought this bill seeking a construction of the quoted clause of the will. Claimants making competing claims to the principal (the fund whose interest was given to Robert for life) included: the widow of Robert (Emeline Eldridge), who claimed as next of kin; Hannah Wood, who claimed one-seventh on behalf of her deceased child Robert Oliver; and the six surviving children of Robert Sr., who claimed entitlement to the whole fund.

Legal Issues Presented

  1. What did the testator mean by the phrase "lawful heirs" in the clause providing that, on the death of his son Robert, the principal be paid to his "lawful heirs, share and share alike"?
  2. Whether the gift over of the principal to Robert's "lawful heirs" created a vested remainder in Robert's children (vested at the testator's death) or a contingent remainder dependent on survivorship at Robert's death.
  3. Which persons (the widow, surviving children, representatives of deceased child) are entitled to the principal under the will as construed?

Arguments of the Parties

The opinion does not contain a detailed account of the parties' legal arguments.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
Bowers v. Porter, 4 Pick. 198 Authority for construing "legal heirs" or similar language to mean children and for recognizing that a life estate plus a direction to divide on the life tenant's death can create a vested remainder in the children. The court relied on Bowers to support the interpretation that "lawful heirs" meant children and to treat children as taking a vested remainder upon the testator's death.
Davis v. Davis, 39 N. J. Eq. 13 Construction of the words "lawful heirs" to mean "legitimate children." Used as supporting authority for the proposition that "lawful heirs" denotes children rather than general next of kin.
Theob. Wills, 275 Authority concerning the vesting of remainders where there is a prior life gift and a direction to pay principal at the death of the life tenant. Cited to show that where a prior life gift exists and the direction is to pay on decease of the life tenant, the remainder may vest at the death of the testator absent contrary intent.
1 Roper, Leg. 589 Same general principle as Theob. Wills regarding vesting of remainders in the presence of life gifts and directions to pay after life tenant's death. Relied upon to support the conclusion that the remainder vested at the testator's death.
Van Tilburgh v. Hollinshead, 14 N. J. Eq. 32 Example of cases where remainders given to "surviving children" or "children then living" are contingent because the class of takers depends on survivorship. Distinguished from the present case to show that here the remainder is not contingent in the way Van Tilburgh remainders were, because the present will did not limit takers to children surviving the life tenant.

Court's Reasoning and Analysis

The chancellor analyzed the will's language and the context of its provisions to determine what the testator meant by "lawful heirs" and whether the gift over created a vested or contingent remainder.

  1. Construction of "lawful heirs": The court concluded that by "lawful heirs" the testator meant his son's children. The court reasoned that the will did not give the fund outright to Robert's next of kin but gave the interest to Robert for life and provided for payment of the principal "to his lawful heirs, share and share alike." The requirement that the division be equal ("share and share alike") was taken as evidence that the testator intended the children (an identifiable class) rather than general next of kin. The use of the qualifying word "lawful" was also noted as indicative of the same meaning.
  2. Use of "heirs" as a word of purchase: The court treated "heirs" in the clause as a word of purchase (i.e., naming the persons who take under the will) rather than as a technical word operating to give the fee to heirs as a class under the intestacy or similar rules.
  3. Vesting of remainder: The court determined that Robert took only a life interest and that his children (the "lawful heirs") took a vested remainder. The remainder vested at the death of the testator because (a) there was a prior gift for life, and (b) the direction to pay the principal on the decease of the life tenant indicated that the remainder should be treated as vested immediately on the testator's death unless the context showed a different intention. The court cited Theob. Wills, 1 Roper, and Bowers v. Porter as authority for this principle.
  4. Distinguishing contingent remainder cases: The court distinguished this case from authorities (e.g., Van Tilburgh v. Hollinshead) where remainders were expressly given to surviving children or children then living, which creates contingent remainders because who takes depends on survival of particular persons. In contrast, the present will created a class of "lawful heirs" (children) who took a vested remainder.
  5. Specific disposition regarding the descendants: The court held that Robert Eldridge, Jr., at his death was entitled to one-seventh of the remainder in the $300 (presumably his share of the portion described), and that that share is payable to his personal representative. The court expressly held that the widow of Robert Eldridge, Sr. (Emeline) has no interest in the fund.

Holding and Implications

Holding: The court held that the phrase "lawful heirs" in the testator's will was intended to mean the children of Robert (i.e., his issue), that Robert took only a life interest in the fund, and that his children took a vested remainder which vested at the death of the testator. The court further held that the deceased son Robert Jr. was entitled, at his death, to one-seventh of the remainder in the $300 and that that share is payable to his personal representative. The widow of Robert Eldridge, Sr., has no interest in the fund.

Implications: The direct consequences are (1) the principal is to be distributed among Robert's children (the class of "lawful heirs") in equal shares as of the time the remainder vested (the testator's death), (2) a deceased child who would have taken had he survived (Robert Jr.) had his share pass to his personal representative, and (3) the widow of Robert Sr. does not share in the fund. The opinion does not announce or discuss any broader rule beyond these specific constructions and dispositions and does not purport to establish a new precedent beyond applying existing authorities cited.

ELDRIDGE and others, Ex'rs. v. ELDRIDGE and others.

RUNYON, Ch.

Bill for construction of will. On final hearing on bill and answers.

E. L. Campbell, for executors.

W. M. Lanning, for children of Robert Eldridge, senior.

RUNYON, Ch. Wilson Eldridge, late of Mercer county, died in September, 1872. By his will, after directing payment of his debts and funeral expenses, he gave to his wife for life the use and occupation of his homestead farm, (except eight acres devised to his son Alexander,) and of all his household goods and furniture, together with his farming utensils, horses, cows, sheep, hogs, hay, grain, and other articles on the farm necessary for her to have and use for the purpose of farming during her life. He then gave the eight acres to Alexander, and gave legacies to some of his grandchildren. He then directed his executors to sell certain other land of his, and directed his executors, after the decease of his wife, to sell the homestead farm, (except the eight acres,) and the stock and farming utensils that might remain thereon, and, after payment of his debts, funeral expenses, legacies remaining unpaid, and the expense of settling his estate, to divide, the balance into eleven shares, and pay one to each of eight of his children, viz., Alexander, Adeline, Mary, John, Lydia, Wilson, Samuel, and Elizabeth; and another, less $300, to his son George, his heirs or assigns, and to divide the $300 into 10 shares, and pay one to each of the above-named eight of his children, their respective heirs or assigns. He then directed them to secure at interest one-eleventh of the balance of his estate, as above mentioned.together with one-tenth of the $300, and to pay the interest thereof yearly to his son William for life, and at William's decease to pay the principal to his lawful heirs, share and share alike. He then made the following provision: "I also further direct my executors to secure at interest one-eleventh of my estate, as above named, together with the one-tenth of said $300, and that they pay the interest thereof yearly to my son Robert Eldridge, during his natural life; and at the decease of my son Robert Eldridge, they pay the principal sum to his lawful heirs, share and share alike." The testator's widow died in 1872. Robert Eldridge died August 27, 1885, leaving a widow and six children, all born before the testator's death. He had had another son, Robert Eldridge, Jr., who died October 7, 1872, after the death of the testator, and before the death of the testator's widow, leaving a widow and an infant child, named Robert Oliver Eldridge, who died January 26, 1875, in the fourth year of his age. The child's mother survived him, and is a defendant in this suit.

The following claims are made to the principal of the fund, the interest whereof was given to the testator's son Robert for life: His widow, Emeline Eldridge, claims a share thereof as one of his next of kin; Hannah Wood, the widow of his deceased son, Robert Eldridge, Jr., claims one-seventh of the fund as the next of kin of her deceased child, Robert Oliver Eldridge, and the six surviving children of Robert Eldridge, Sr., claim that they are themselves entitled to the whole of the fund. The executors have come into this court for a construction of the clause above quoted. By the term "lawful heirs" in the clause under consideration the testator meant children. He gives not the fund, but the interest thereof merely, to his son Robert for life, and then provides that at the decease of Robert the principal sum be paid to Robert's "lawful heirs, share and share alike." The fact that the division among those who are described as Robert's lawful heirs is to be an equal one is some evidence that the testator did not mean by the term "lawful heirs" next of kin. The use of the qualifying term "lawful" is also somewhat indicative of the same thing. The cases in which such language has been interpreted to mean children are numerous. In Bowers v. Porter, 4 Pick. 198, the testator devised to his daughter the improvement of a farm, the premises to be equally divided between all her legal heirs at her decease. It was held that she took a life-estate only, and that her children living at the testator's death took a vested remainder in fee. In Davis v. Davis, 39 N. J. Eq. 13, the words "lawful heirs" were construed to mean "legitimate children." The word "heirs" is used in the clause under consideration as a word of purchase. Under the will, Robert took a life-interest in the fund, and his children a vested remainder. That remainder vested at the death of the testator. Though the gift is found only in the direction to pay, yet there being a prior gift for life, and the direction being to pay on the decease of the legatee for life, the gift in remainder vested at once on the death of the testator; the context of the will showing no different intention. Theob. Wills, 275; 1 Roper, Leg. 589; Bowers v. Porter, ubi supra. The case differs essentially from Van

Tilburgh v. Hollinshead, 14 N. J. Eq. 32, and the cases of that class, where the remainder is given, at the death of the legatee for life, to his surviving children, or children then living, etc. In such cases the remainder is contingent, because the question as to who are to take depends upon the contingency of survivorship, etc. Robert Eldridge, Jr., at his death, was entitled to one-seventh of the remainder in the $300, and it is now payable to his personal representative. The widow of Robert Eldridge, Sr., has no interest in the fund.

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Eldridge v. Eldridge
(Mar 23, 1886)