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IN THE HIGH COURT OF AUSTRALIA
PLUMMER
POLSON & OTHERS.
ORAL
REASONS FOR JUDGMENT
Judgment delivered at____ SYDNEY.
HL Daw, Gor. Print, Meth.
Ve
POLSON & ORS,
RGASONS FOR JUDGMENT LATHAM C.J,
(ORAL McTIERNAN J
WILLIAMS Jy
WEBB Js
PULLAGAR J.
PLUMVER 2 POLSON & ORS.
ORDER .
Appeal dismissed. Costs of parties to the appeal to be
paid as between solicitor and client out of proceeds of the land
referred to in the codicil to the will of the testator.
at
PL POLSON & ORS
REASONS FOR J. DOME LATHAM C
The decision on this appeal depends upon the construc-
tion of a provision in a codicil to the will of Robert Plummer,
whereby he provided that a certain specified parcel of land
should be held by his.executors in trust for the benefit of a
erippled granddaughter who was the daughter of his daughter Alice
Milligan. The codicil provided that if the land should be leased
to one of the sons of the testator at a yearly rental, the rent
should be used for the sole support of the said grandchild as
long as she should live.
Then the codicil contained a provision which raises
the question which calls for the decision of the Court - "On
her decease I direct that the said land be sold and the proceeds
equally divided amongst my sons then living and if deceased then
in equal shares among their children." Two opposing construc-
tions of this provision have been suggested. In the first place,
on behalf of the appellant, it is argued that the words "and if
deceased" apply to the event of all the sons being deceased at
the relevant time - which was referred to by the word "then" in
the phrase "then living". Plainly "then" refers back to the
decease of the grandchild. The argument for the appellant is
that these words mean that the latter part of the clause, namely,
"and if deceased then in equal shares among their children",
comes into operation only if all the sons of. the testator are
deceased at the time of the death of the grandchild. That event
has not happened. One son, but one son only, was living at the
date of the death of the grandchild, and it is contended that
therefore the second: part of the provision does not come into
operation at all, so that the words of the gift which operate
are simply these - "I direct that the land be sold and the
proceeds equally divided amongst my sons then living", and it has
not been argued that if only one son were then living that one son
would not receive the whole of the proceeds.
The opposing view is this: that the second part of
this provisionmeans that 'if any of my sons are then deceased, then
what would otherwise have been the share of that deceased son is to
be divided equally among their children,' that is, among the
children of the deceased sone
In choosing between these constructions, each of which
requires some amplification to be made of this very short provision
in the codicil, one matter which is of importance is this: the
words provide for division in two cases, ~ the proceeds are to be
equaliy divided among my 'sons and there are also words referring
"to division in equal shares among their children. On the contention
of the appellant the words referring to a division in equal shares
among their children are quite unnecessary and it is impossible to
attach any meaning to them, because the meaning of the provision
would have been exactly the same as that contended, if the words had
been these - "and the proceeds equally divided among my sons then
living and if deceased among their children". There would have
been nopint, upon the appellant's construction, in repeating a
provi sion about dividing into equal shares.
Further, it may be pointed out that the word of
conne ction between the two parts of this provision is the word "and"
and not the word "or", The use of the word "and" suggests that the
two parts of the provision may operate simultaneously. The word
Nor" would be more apt to introduce an alternative. If the word
"or" had been there instead of the word "and" it would be more easy
to hold that the clause provided for an alternative, so that if the
first part did not operate in favour of a son or sons then the
secorad part would not operate in favour of the children, but the
use of the word "and" is rather strongly against that view of the
words.
The gift therefore is, in my opinion, a gift toa
composite class consisting of all the sons living at the death of
the grandchild and the children of deceased sons, those children
taking what would otherwise have been their father's share equally.
Accordingly, I am of opinion that the decision of His
Honour ir. Justice Sugerman was right, that the appeal should be
dismissed and that an order should be made in accordance with the
agreement between the parties that the costs of all parties to
the appeal should be paid as between solicitor and client out of the
proceeds of the land referred to in the codicil.
McTIERNAN J.: I agree.
oe ee - a ch
ORAL
BL v POLSON & OR:
ILL J.
I agree. It seems to me that on the true construction
of the codicil the gift is to a composite class consisting of
the sons and their children, and the children of sons take by
substitution the shares of those sons who were dead at the period
of distribution. Something must be read into the words of the
codicil to give effect to the wishes of the testator, and it
comes down to a choice of inserting the word "all" or the word
"any" between the two words "if deceased" in the expression "and
if deceased then in equal shares among their children."
Reading the codicil as a whole, and taking into
account the considerations urged by Mr. Myers, it seams to me to
be more apt to insert the word "any" than "all" and that this
is what the testator intended.
For these reasons I am of opinion that the appeal
should be dismissed and that the order for costs should be as
stated by the Chief Justice.
PLUM v. OLSON ORS.
SUDGME. WEBB _ J.
ORAL
I agree.
JUDGMENT» FULLAGAR J.
I also concur.
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