This cause is before this court upon a bill of exceptions, setting forth numerous exceptions taken to the rulings of a judge of the Superior Court in the course of the trial before a jury of an appeal from a decree of the probate court of the city of Cranston, entered September 5, 1913, granting the sum of $10,000 to Rosalie M. Hopkins, widow of Lyman R. Hopkins, late of said city of Cranston, "for the support of the family of said Lyman R. Hopkins; for the term of six months next after the date of the death of said deceased." From this decree the Rhode Island Hospitals Trust Company, the executor and trustee named in the will of said Layman R. Hopkins, representing itself to be interested *Page 61 in the estate of said deceased in its capacity as executor and trustee duly claimed its appeal as such executor and trustee, and thereafter perfected the same according to law whereby the said appeal was duly entered in the Superior Court sitting in Providence County.
Said appeal was thereafter, upon claim for a jury trial assigned for trial before a jury, and the jury returned a verdict in favor of the said Rosalie M. Hopkins for the sum of $10,500 "as an allowance during the first six months after the decease of said Lyman R. Hopkins;" and the jury further found specially: "That the provision of the will of Lyman R. Hopkins contemplating the payment to his widow of $2,000.00 and the use of the house in Brooklyn and its furnishings during the first six months after his death was not a reasonable provision for continuance of her support during that period." The appellant thereupon duly filed its motion for a new trial, and to set aside the special finding of the jury, upon the grounds that the verdict was against the law and the evidence and the weight of the evidence; that the amount awarded by the jury was grossly excessive and represented a use and abuse of discretion not warranted by the law and the evidence and the weight thereof; and that the special finding of the jury was against the evidence and the weight thereof and against the law. This motion was heard and denied by the judge who tried the case upon appeal; and thereupon the appellant duly filed its bill of exceptions, and brought the case to this court thereon.
There is no substantial dispute or conflict of testimony upon the facts of this case. Lyman R. Hopkins died on the 26th day of April, 1913, a resident of the city of Cranston, in this State, at the age of eighty-nine years. He and his wife had formerly for many years lived for about one-half of each year in a house owned by him in Brooklyn, N.Y., and for about the other half of the year in a cottage owned by him at Lakeview, Maine. Some two years before his death he and his wife had come to live in the house of his granddaughter and her husband, Mr. and Mrs. Benjamin T. *Page 62 Peck, in Edgewood, Cranston; during most of that time Mr. Hopkins was ill from troubles incident to old age, and was confined to the house and under medical treatment for most of that time until he died there in 1913. The house in Brooklyn, where for many years Mr. and Mrs. Hopkins had their winter home, was a substantial stone front residence of three stories and a basement, in the best part of the city on the Park slope; in Lakeview, Maine, they occupied a cottage which was testified to be the best house in the village and was comfortable and suitable for their use. Both in Brooklyn, and at Lakeview, it appears that they lived in a quiet and modest manner, comfortably and suitably according to their years and desires, but without incurring great expense. It appears from the testimony of Mrs. Hopkins that their ordinary living expenses, prior to their coming to live in Cranston, were about $2,000 per year, including both Brooklyn and Lakeview; and this is the only evidence on the subject. This is to be taken as exclusive of rent, as Mr. Hopkins owned both houses. As to their living expenses in Cranston, during the two years there, we have no evidence before us. Mrs. Hopkins in her testimony makes no complaint as to their method of living and says that they always lived comfortably; and that since her husband's death she has lived just the same as they always lived before. Mrs. Hopkins, the appellee, was the wife of Mr. Hopkins by a second marriage, and was in her seventy-third year at the time of his death. There were no children by this marriage. The immediate family at the time of Mr. Hopkins' death consisted of himself and his wife; there were none others dependent upon him. They had one servant who had lived with them before coming to Cranston, and who lived with them also at Mr. Peck's house in Cranston and had special charge of Mr. Hopkins, acting as his nurse, giving him medicine and needed care (somewhat assisted by Mrs. Hopkins) and cooking for him such things as were suitable for his condition and as his physician desired. They appear to have usually kept only *Page 63 one servant during their living in Brooklyn and in Maine, and Mrs. Hopkins has usually kept one servant since her husband's death.
The house in Brooklyn was completely furnished and had been kept open during the time that Mr. and Mrs. Hopkins were living in Cranston, by certain relatives of Mrs. Hopkins who had permission to occupy it. To this house Mrs. Hopkins returned immediately after her husband's funeral and has since made it her home, going to Maine for the summers after her husband died, as she had before been in the habit of doing.
Mrs. Hopkins has been afflicted with chronic chorea (or St. Vitus's dance) for upwards of forty years, and this has affected her speech and caused certain spasmodic movements, at times more noticeable than at other times; but it does not seem to have seriously affected her general health; and although Mrs. Hopkins says that she was very much tired out and "collapsed" as soon as she got home to her Brooklyn house, after her husband's death, the testimony of her physician who attended her in Brooklyn during May and a part of June, 1913, and who advised her to go to Maine for the summer according to her former custom, as being better for her health, shows that he was first called to attend her on May 20, 1913 (her husband died April 26, 1913, and she returned to Brooklyn immediately after the funeral or about May 1, 1913); and that at that time she was suffering from chronic chorea, grippe and nervous exhaustion; but he only attended her six times between May 20 and June 4, 1913; that he sent her some medicine of a sedative and tonic nature while she was in Maine. His total charge for these visits was $18.
On the other hand it appears without contradiction, that when going from Brooklyn she arrived in Maine shortly after the first of June, she stopped with her sister at Milo, Maine, where she spent most of the summer, arriving there in the evening; and that on the next morning she was able to drive from Milo to Lakeview, a distance of about eight *Page 64 miles and return, on the same day, over a common country road, somewhat rough at that time of year; that she spent several hours at the Lakeview cottage where she had lived in previous summers and was quite active in going up and down stairs, gathering up her things, table linen, bed clothing and other personal effects which she desired to take away with her; that she appeared to the witnesses who had known her intimately in Maine for a number of years, both at Lakeview and at Milo, to be then in substantially the same condition of health as she had been for many years past; that she was quite active, able to ride long distances in a carriage, and to go about unattended and call upon her neighbors; and that generally during the summer of 1913 and up to the last day of September when she left to go back to Brooklyn, she was well and active and in much the same condition of health as she had been for several years before, not requiring the attendance of a physician or any special attendance in going about her daily avocations. It does not appear that after her return to Brooklyn about October 1, 1913, she had any medical attendance other than one visit on October 17, 1913 (the reason for which does not appear), during the balance of the six months' period after her husband's death, which ended October 26, 1913.
Mrs. Hopkins testifies in a somewhat vague and general way that the house in Brooklyn was badly out of repair; that she had to have considerable repairs made to the plumbing, and that she expended $250 on the heating system, and that other repairs were badly needed. Her testimony which is before us in the transcript was taken in open court, before the jury, October 19-20, 1914, about eighteen months after Mr. Hopkins' death; and from anything that appears therein, as to expenditure for repairs either to the plumbing or to the heating apparatus or otherwise, it is not shown that any necessity existed for making such repairs within six months after Mr. Hopkins' death, or that in fact any such repairs were made within said six months; nor is there any evidence to show that any such repairs were *Page 65 paid for within said six months, or that they were not paid for out of the money which she admits that she received from the trustee (appellant) $1,000 of which was paid to her about August 9, 1913, and $1,000 about October 1, 1913. Nor is there any evidence before us that she was obliged to "raise" or borrow any money for any of her expenses, or that she expended any money other than that received from the trustee for any such expenses. It does appear however that her annual income from certain property which her husband had given her in his lifetime did not exceed $700 per annum, at the time of his death, and from her own testimony it appears that shortly after his death she bought with her own money and not out of the money received from the trustee, two Indiana Steel Bonds of $1,000 each, face value, thereby expending the value of nearly three years of her admitted income from her own property. And she also admitted that since her husband's death she had lived in the same way that she always lived with him when they lived together. Furthermore, there is undisputed testimony from several witnesses with whom she talked in Maine in the summer of 1913 that she was indignant when it was stated to her that there was a rumor that her husband had left her in destitute circumstances and that she said it was not true and that "he had not left her in destitute circumstances," that "he had provided well for her."
It is also to be noted in this connection that Mrs. Hopkins stated that just before her husband's death he gave her five Mississippi Water Power Company bonds of the face value of $1,000 each, and $100 in cash, telling her that she "would need it."
The will of Lyman R. Hopkins, after giving certain specific legacies of money to certain persons and to his granddaughter, Mrs. Peck, and his son, George L. Hopkins, and to several grandchildren and great-grandchildren, and after creating certain trust funds for the benefit of some of them, provides for his wife as follows: "Twelfth. I give, devise and bequeath to my wife, Rosalie M. Hopkins, of *Page 66 Cranston, Rhode Island, my house and lot designated at No. 288 Garfield Place, New York City, Borough of Brooklyn, with all its furniture and furnishings for the term of her life, remainder to my lineal heirs, share and share alike per capita. I furthermore give and bequeath to the said Rhode Island Hospital Trust Company the sum of one hundred thousand dollars in special trust nevertheless for the use and benefit of my said wife, Rosalie M. Hopkins, the income from which to be paid to her quarterly during her life by my said trustee, which I consider will afford an income of not less than four thousand dollars per annum. The above gifts, devises and bequests are in lieu of my said wife's dower rights in my estate. The foregoing gifts and bequests in trust to wit: of one hundred thousand dollars, of seventy-five thousand dollars, of twenty-five thousand dollars, and of twelve thousand five hundred dollars may consist of a deposit or deposits in banking institutions, of bonds, in stocks or shares in corporations, as shall be safest in the judgment of my trustee, its officers. My desire is that the income from said trust funds shall be at least four per centum per annum."
By the "Thirteenth" clause of the will he gives all the rest and residue of his estate to the Rhode Island Hospital Trust Company in trust with the usual powers of reinvestment and sale.
By the "Fourteenth" clause of the will after certain instructions to the trustee, it is provided as follows: "I hereby direct that the foregoing incomes or annuities payable by my said trustee, viz.: to my son, George L. Hopkins, to my grandson, George S. Hopkins, to my granddaughter, Gertrude L. Hopkins, to my granddaughter, Elsie G. Peck, and to my wife, Rosalie M. Hopkins, shall commence and be payable on and after the date of my decease."
By the "Fifteenth" clause of the will provision is made for the ultimate disposition of the several trust funds, and of the residuary estate among the lineal heirs of the testator. *Page 67
The Rhode Island Hospital Trust Company is made trustee of all the several trusts of the will and is also named as executor of the will.
The petition of the widow for allowance under the statute, was filed in the probate court of the city of Cranston sometime in July or early in August, 1913 (the date is not given in the record), and "requests the court to make a reasonable allowance out of the estate of said deceased, for the support of his family for the term of six months next after his decease." Upon that application the decree of the probate court was entered September 5, 1913, directing the executor to pay to the petitioner the sum of $10,000 "for the support of the family of said Lyman R. Hopkins for the term of six months next after the date of the death of said deceased."
The statute under which this petition was filed and allowance was decreed is found in General Laws, R.I. (1909), Chap. 313, §§ 7 and 8, as follows:
"Sec. 7. The probate court shall make reasonable allowance out of the estate of the deceased for the support of his family, until the same can otherwise be provided for, not exceeding six months from the date of the decease, having regard to the situation of the family and the value and circumstances of the estate. Such allowance may be fixed at any time within one year after publication of notice of the qualification of the executor or administrator, upon his application or that of any party in interest. After exhausting the personal property, real estate may be sold to provide the amount of allowance decreed, in the same manner as for the payment of debts.
"Sec. 8. Such part of the personal property as the court shall allow to the widow or family of the deceased, although inventoried, shall not be assets in the hands of the executor or administrator."
Counsel on behalf of the appellee, Rosalie M. Hopkins, raises in this court, not by way of motion to dismiss, but simply upon his brief and in argument, a preliminary question upon his contention that the appellant has not such an *Page 68 interest in the matter of this allowance to the widow as warrants it in taking this appeal, since it appears that no beneficiary under the will has taken an appeal; and contends that the Rhode Island Hospital Trust Company is not a person "aggrieved" under the language of Gen. Laws (1909), Chap. 311: "Section 1. Any person aggrieved by an order or decree of a court of probate may," . . . "appeal therefrom to the superior court," etc. And counsel further in support of this contention refers to the provision of Chap. 313, § 8, above quoted, that "such part of the personal property as the court shall allow to the widow or family of the deceased, although inventoried, shall not be assets in the hands of the executor or administrator;" and thereupon claims that the executor is exonerated by the last quoted section from accountability for the sum of money allowed, and therefore is not "aggrieved" by the decree.
This question, as applied to the right of an executor to appeal from a decree of this character has not been raised in this State. In the case of Babcock v. Probate Court,18 R.I. 555, the executor did appeal from such a decree of allowance and the appeal was determined on the merits, but the question of his right of appeal was not raised. In the case of Tillinghast etal. v. Brown University, 24 R.I. 179, 185, executors appealed from an order of the Municipal Court of Providence (probate court) directing them to file an inventory and account of the estate of the testator, it appearing that they were exonerated by the will from so doing. It was held, upon motion to dismiss the appeal, that the executors had the right of appeal because the decree of the probate court imposed upon them `a `burden or obligation,' which may and probably will impose pecuniary loss or expense. It is a denial of their alleged right to be exempted from this burden, and this right is a substantial one beyond controversy. It would be narrowing unwarrantably the remedy given in the broadest language by the statute to deny the appellants a right of appeal from this decree." *Page 69
While the last quoted case is not directly in point it is cited to show that this court has construed the statute of probate appeals broadly in reference to the right of executors to appeal; and we are unable to see that the executors in that case had any greater or more substantial interest than has the executor in the case at bar.
But it is to be noted in the case at bar that the testator has devised and bequeathed all of his estate other than certain direct pecuniary legacies to the appellant as trustee, upon certain special trusts; the legal title to both real and personal estate is vested in the trustee; the entire estate is disposed of and any allowance to the widow will necessarily come out of the residuary fund, which is also given to the appellant in trust for certain beneficiaries. It is to be noted also that in its claim of appeal, filed in the probate court of the city of Cranston, the appellant sets forth its interest in the estate as executor and trustee under the will, and signs as executor and trustee; so that the appeal which is founded upon this claim of appeal is in legal effect based upon its interest, both as trustee and as executor. It may well be said therefore that it has a direct pecuniary interest in the amount of money that will be diverted from its control under the trusts of the will. The principle which should govern the question is well set forth in the case ofLevy v. Williams, 9 S.C. 153 (1876), where the executors, who were also trustees under the will, appealed from an order of an inferior court, making certain allowances for counsel fees to be paid to the widow's attorney and granting the widow an extra allowance; the statute provided that "any party aggrieved may appeal;" upon motion to dismiss "for want of any appealable interest or duty in the appellants," the court said, p. 154: "The ground on which the motion is asked to dismiss the appeal of the executors is `for the want of any appealable interest or duty in the appellants.'" . . . "The order appealed from acts directly on the property, diverts it from the purpose for which it was to remain under the management of the executors." . . . *Page 70
"It is the duty of the executors to carry out the purpose of the testator in the mode declared by the will, which is the power under which they act. It is true, in a proper case made, a court of competent jurisdiction may take control of the estate, or instruct the executor as to the manner in which he is to execute the will." . . . "He is not bound however to follow the action of a circuit court, directing his administration of the estate in a particular manner, but has the right to seek the judgment of the appellate court, which has the power to reverse or modify it.
"While an executor may not be bound to appeal, and may, therefore, be excused for not doing so, we cannot see how he can be prevented from questioning by appeal the order of a court which requires him to dispose of a part of the estate directed by the will to be kept in his hand for a certain designated time and purpose. If it should be held that an executor has no right to ask the judgment of the court of last resort on an order of the court below, made by consent even of all the devisees and legatees, but against his concurrence, the object of the testator in devolving upon him by the will the administration of the whole estate to the uses and on the conditions and limitations expressed might be wholly perverted and defeated.
"The executors here were charged with certain trusts, and they had the right to appeal from any order changing or in any way affecting their execution according to the intent of the testator apparent in the will."
See Estate of Levy, 141 Cal. 646, where the court expressly held that executors have the right of appeal "from an order setting apart from the property of the deceased a homestead for the use of the surviving wife for and during the period of administration of said estate and until its final distribution," citing In re Heydenfeldt, 117 Cal. 551. See, also, Reinig v.Hecht, 58 Wis. 212, 215; In re Stevens, 114 App. Div. 607, 613, affirmed, 188 N.Y. 589.
The appellee's counsel cites no cases which in our opinion support his contention in this regard. In the case of In re *Page 71 Dougherty's Estate, 34 Mont. 336, the appellant was widow and administratrix of the estate, and appealed in both capacities from an order of an inferior court cutting down her allowance as widow; it was held that she had a right of appeal in her individual capacity, and that as administratrix she had not. Clearly in this case the order was for the benefit of the estate in her hands as and administratrix. In Appeal of Abbott, 97 Me. 278, it was found that the petition, which was by a brother of deceased (not by an executor), showed no legal interest in the estate, and the appeal was dismissed. In certain other cases cited where orders of distribution were appealed from by an executor or administrator, it was held that the executor or administrator had no appealable interest, so long as the decree of distribution does not surcharge him, or make a distribution larger than he admitted to be due; or where there was no dispute as to the parties rightfully entitled to the money. Wick'sEstate, 50 Pa. Super., 614; Bower's Estate, 48 Pa. Super., 394; Wilson Ex'r v. Board of Regents, 46 Colo. 100;Estate of Williams, 122 Cal. 76; Stilphen, Appellant,100 Me. 146, 148.
Our conclusion is that the appellant in this case, as executor and trustee under the will of Lyman R. Hopkins had a right of appeal, in this matter, and that on this appeal is properly before this court.
The appellant, at the conclusion of the evidence before the jury, moved for the direction of a verdict in its favor; and also in the first three special requests for instructions to the jury, asked that the jury be instructed:
"1. That under the evidence offered in this case the appellee, Rosalie M. Hopkins, is not entitled to a verdict in her favor:
"2. That the evidence in this case fails to show that the appellee, Rosalie M. Hopkins, did not receive a reasonable allowance for her support out of the estate of Lyman R. Hopkins:
"3. That the evidence offered in this case shows that the appellee, Rosalie M. Hopkins, received a reasonable *Page 72 allowance for her support from and after the death of her husband, Lyman R. Hopkins, by virtue of the provision of his will, and therefore she is not entitled to further or additional support out of his estate."
The denial of the motion for direction of a verdict in its favor, and the refusal of these three requests for instructions to the jury are the basis of appellant's exceptions Nos. 7-10, inclusive, and thereunder the appellant raises its main contention that the statute (Chap. 313, § 7), above quoted, viz.: "Sec. 7. The probate court shall make reasonable allowance out of the estate of the deceased for the support of his family, until the same can be otherwise provided for not exceeding six months from the date of the decease, having regard to the situation of the family and the value and circumstances of the estate," does not mean that under all circumstances, and at all events, the probate court "shall make some allowance for the support of the family; and that under the circumstances in this case as shown by the evidence, the widow was already provided from the date of her husband's death with a "reasonable allowance" for her support, and was entitled to no further allowance.
The evidence, already set forth above, shows that just before his death, her husband, having already at various times given to his wife several bonds of considerable value, which she still owned, gave to the appellee 5 Mississippi Water Power bonds, each of the face value of $1,000 and $100 in cash, saying to her that "she would need it." We think that in regard to this last gift, just before his death, the husband had in mind the imminence of his decease and that he intended to provide for his wife a fund for her needs just at that time, and until the income provided for her under his will should become available. The evidence fails to show that she was not fully provided for during the period of six months after his decease, out of the moneys derived from her husband's estate. On the contrary, it does appear that she was able to invest her private income (which was about $700 per annum, including the income from the five *Page 73 bonds last above mentioned) in 2 Indiana Steel bonds of $1,000 each; and there is nothing to show that the "support" which she actually had was paid for out of her private means, and was not paid for out of the moneys received from the trustee under her husband's will. There is nothing to show that she had to use any of her own money for her support, or to raise any money on her bonds, by borrowing, or by selling any of them; and it further appears that she had not expended all of the $2,000 she received from the trustee during six months after her husband's death. Nor is there anything to show what her "support" cost her during the six month's period, other than her statement that she paid her sister, with whom she boarded in Maine from June to September 30, 1913, the sum of $100 which was presumably paid after she received her income from the trustee, there being nothing to the contrary. The principal items of expenditure (with the exception of a doctor's bill of $18 above referred to) about which she has testified at all in detail relate to repairs of plumbing, and renewal of heating apparatus in the house in Brooklyn of which she became the life-tenant under her husband's will. She does say that she expended money for plumbing (say $50) and $250 on the heating; but it nowhere appears that these sums were expended during the six months after her husband's death, or that they were not paid out of the moneys received from the trustee; so that it becomes unimportant to decide whether in any event these items of repairs and improvements to the property owned by her as life-tenant could be considered in relation to the matter of her "support." In none of the numerous cases cited upon the briefs does it appear that any such items as these, in the nature of permanent repairs and improvements to the life-tenement of the widow, have ever been considered as a basis for estimating the amount of the "support" to which a widow is entitled under the statute of any state.
Nor is there any evidence that the state of health of the widow was such, after her husband's death, that she required *Page 74 or received any unusual or expensive care and medical treatment. On the contrary, as shown above, it appears that she did not have any medical attendance until several weeks after her husband's death, and that during the summer which she spent in Maine she was in her usual state of health and expended no money for medical attendance or other special care or attendance made necessary by her state of health, and did not then need any such attendance or care.
This case is one of first impression in this State. The statute under which the allowance is made is of ancient origin in our law; at least as early as 1798, a statute using substantially the same language was in existence (See Laws of R.I. 1798, P. 303, § 24), as follows: "That the Court of Probate shall, in the settlement of the accounts of executors and administrators, make reasonable allowance for the support of the family of the deceased, after his or her decease, until the same can be otherwise provided for, having due regard to the situation of the family, and the value and circumstances of the estate, not exceeding the term of six months . . ." This statute appears in substantially the same language, with slight and unimportant verbal changes in the various revisions of our laws down to the General Laws of 1896, Chap. 216, § 6; and in the form already above fully quoted in General Laws, 1909.
The history of our practice under this statute has been fully set forth in the case of Babcock v. Probate Court,18 R.I. 555, which was a decision under the Public Statutes of 1882, Chapter 190, § 6. Referring to this section the court says: "The latter section provides that `In the settlement of the accounts of executors and administrators the court of probate shall make reasonable allowance for the support of the family of the deceased, after his decease, until the same can otherwise be provided for, having due regard to the situation of the family and the value and circumstances of the estate; such allowance to be made for a term not exceeding six months. *Page 75
"The appellant contends that this section refers only to the reasonable discretion of courts of probate in allowing the expenses Incurred by executors and administrators in aiding the families of their testators or interstates during the first six months after the decease of the head of the household, or, in other words, that the sums needed for the support of the family of the deceased during the period specified are to be first paid out by the executor or administrator, and that the jurisdiction of the Court of Probate is confined to the allowance of the expenses so incurred in the settlement of the account of the executor or administrator. This contention would appear to be in accordance with the literal, and we may add, the natural construction of the section. A different construction, however, was early put on the statute, under which the practice objected to by the appellant has grown up, has prevailed for many years and is now too firmly established to be overturned. We presume that the construction and practice originated in this manner: an executor or administrator, before expending money or incurring expense for the support of the family of the deceased, would naturally wish to know in advance whether the Court of Probate would deem the expenditure reasonable and, therefore, proper to be allowed in the settlement of his accounts. In such case, he would make an application to the court to decree what amount would be a reasonable and proper sum for him to expend. The court seeing that it had authority to allow what was reasonable in the settlement of the account might not unreasonably conclude that it had power to determine in advance what was a reasonable and proper allowance and to make its decree accordingly. This practice having been established, it was merely an extension of it for the court to determine the amount of the allowance on the application of the widow, perhaps at first with the concurrence of the executor or administrator and later without such concurrence and even contrary to his will."
The statute, as it now appears, as first above quoted, simply conforms to the practice, approved in the last cited case. *Page 76
We think it is clear that in the consideration of the words "reasonable allowance for the support," etc., the court had in mind what sums of money under the evidence in the case would be reasonably necessary for the support of the widow, because it finds upon the evidence before it that the allowance was not "improper or excessive."
Although this court has not heretofore been called upon to consider in detail the construction and effect of our statute, except in the case last cited, the matter of allowances to widows has been frequently considered by the courts of other states; and while their statutes are not in any case precisely similar to ours, yet the purpose thereof is in all cases the same, viz.: to provide for the reasonable support of the widow and minor children of the deceased, if any, "during the settlement of the estate," or "until their shares can be set out to them," or "until the same can otherwise be provided for not exceeding six months from the date of the decease" (our statute). In the leading case of Hollenbeck v. Pixley, 3 Gray, 521, it was said by Shaw, C.J.: "We are not aware of any general rules regulating the discretion of courts of probate in making allowances to widows. Indeed, it depends upon such a great variety of circumstances, that it would be difficult to frame any rule, in any considerable degree general, to apply to them." And the same judge further said (p. 525), in considering that case: "Though no general rules have been or can be established, regulating this judicial discretion, yet, to some extent, the considerations of justice and expediency on which the law is founded are plain and obvious." . . . "The case supposes the decease of a husband, leaving a widow. In the great majority of cases, he will have been a housekeeper; in many a parent; in many leaving children helpless and dependent. In many cases, the widow . . . may become the head of a household and family; new duties and obligations may rest upon her, causing an immediate demand for necessaries," etc. . . . "The purpose of the statute, we think, is, to make a personal allowance to her to meet these necessities." *Page 77 . . . "But these are all `circumstances,' and they are often numerous and various, to be taken into consideration by the judge, to determine whether any allowance shall be made, and, if any, what. The amount of the property left by the husband, and the amount of the separate property and means of the wife, are also important circumstances bearing on the question of her necessities." . . . "The allowance now under consideration is not made to the widow as a reward for faithful service as a wife; nor is it given out of the husband's estate as compensation to her for ill treatment by him as a husband; but it is a question solely of her actual necessities." (p. 526). "But she had no family to support, no child to provide for; all her separate property, which was very considerable, was secured to her on her marriage, and confirmed to her on the separation, and was considerably increased before the decease of her husband. No new duties devolved upon her by that event, and she incurred no additional expenses." . . . "We see no ground to question the sound discretion of the judge of probate, in declining to make her a personal allowance out of the husband's estate."
As is well said by Woerner, Am. Laws of Adm'n, Sec. 77 (2d Ed.): "These provisions for the protection of the family constitute no gift to the widow to repair any seeming injustice in the Statute of Distribution or the will of her husband, but are intended to furnish her and her minor children the means of temporary maintenance out of the estate of the deceased husband until their interest therein can be set out to them."
In Chase v. Webster, 168 Mass. 228, 230, the Massachusetts court summarizes the results of the previous opinions: Barker, J. "The power to make allowances," . . . "and the direction given by the statute is that the petition shall be dealt with, `having regard to all the circumstances of the case,' with a necessary implication that the allowances shall be given only to relieve what, under the circumstances, are fairly to be deemed necessities." (Citations of Mass. *Page 78 cases follow.) (p. 231): "These cases hold that the allowance is not to be given with the design of taking the estate from creditors, or of modifying the provisions of a will, or of changing the course which property would take under the statute of distributions, and that the allowance may be given, although the widow at the time of her husband's death is living separate and apart from him;" . . . "and that it is not made as a reward for faithful service as a wife; but it is a question of the widow's actual necessities."
Foster v. Foster, 36 N.H. 437 (1858), (p. 438): "The principle upon which an allowance is made to a widow, under the provisions of Sec. 1, Chap. 165, of the Revised Statutes, must be regarded as settled in this State. The allowance is for her present support only. It is not a gift, nor intended as a compensation for any apparent injustice to which she may be exposed by the statutes of distributions, or the will of her husband. It is to enable her to support herself until her interest in the estate can be set out to her."
Woodbury v. Woodbury, 58 N.H. 44, 45. Sawyer, J. "The statute authorizes a reasonable allowance out of the personal estate for the present support of the widow, — that is, for her support presently upon and immediately after the death of her husband, c." . . . "An allowance is not a remedy for any apparent or anticipated injustice in the settlement of the estate, but is for the supply of those present, temporary wants, for which she has no other resource immediately after the death of her husband. It is authorized merely as a necessary provision to enable her to support herself until her interest in the estate can be set out to her." See, also, Haven's Appeal, 69 Conn. 684;Adams v. Adams, 10 Met. 170; Drew v. Gordon, 13 Allen, 120, 122; Allen v. Allen, 117 Mass. 27, 28; Woerner, Am. Law of Adm'n., 2d ed., Sec. 78, Sec. 79; Baker's Appeal,56 Conn. 586, 588.
In view of these authorities and of what appears to us to be the plain and obvious construction of our statute hereinbefore fully quoted, we are of the opinion that, under the evidence in this case the allowance of $10,000 which was *Page 79 made by the probate court of the city of Cranston, and which was increased by the jury to $10,500 in the Superior Court, was entirely unwarranted. It appears from all the evidence as above set forth that the widow in this case has received from the trustee under her husband's will, during the period of six months after his decease, the sum of $2,000; that such sum was adequate for her reasonable support during that time and that in fact she was supported by that sum, in the same manner that she had been accustomed to be supported during her husband's lifetime, which was comfortable, suitable and adequate to her requirements and desires; that there is no evidence that she was obliged to use her own income or property for any expenditures for her support; that on the contrary she was able to invest and did invest shortly after her husband's death a large sum of money derived from her own property ($2,000) in bonds; and that she did not in fact expend all of the money received from the trustee under the will during said six months for her support. We are of the opinion that the words of the statute, "until the same can otherwise be provided for," are a plain indication of the intention of the General Assembly in the enactment of this statute to limit the granting of allowances to widows to cases where there is no adequate provision for her support so that a provision for her support is necessary during the six months' period. We are of the opinion that the allowance of $10,000 by the probate court was entirely unwarranted under the law and the facts of this case and was tantamount to a gift of that sum out of her husband's estate in addition to the adequate provision already made for her under the will; and that the allowance made by the verdict of the jury of $10,500 was likewise and for, the same reasons entirely unwarranted under the law and facts, and that the jury was governed in its award solely by the size of the testator's estate, without reference to the fact that the widow was already provided with a reasonable sum for her support out of her husband's estate; and that the allowance by the jury was tantamount to a gift of $10,500 to the widow out of her husband's estate. *Page 80
Certain other exceptions relating to the instructions to the jury will be considered in this connection because it seems to this court that the trial judge erred in such instructions, and gave to the jury an entirely erroneous impression as to its powers.
Exception 20 has reference to the following language: "You, as has been said with regard to one phase of the settling of this estate, for the time being are the Probate Court." (Transcript, page 98) . . . "For the time being you are passing on this thing as the Probate Court in control of this estate on this particular matter." (Transcript, page 104.)
Exception 21 has reference to the following language: "The statute says that an allowance shall be made, and then by its terms gives a very, very wide latitude to the Probate Court in deciding on the amount. You have heard that read twice, and it is obvious on hearing it that there is a tremendously wide discretion allowed to the court." (Transcript, pages 100 and 101).
We think that these instructions were clearly erroneous. The jury is not the probate court; the functions of the jury are confined to the consideration of the facts of the case under the instructions of the justice presiding at the trial. It was his duty to instruct them in the law, and upon the meaning and construction of the statute under consideration. He ignored certain restrictive portions of the statute, which we have heretofore commented upon, viz.: the words, "until the same can otherwise be provided for," and failed to instruct the jury properly as to their effect; and by these general instructions gave to the jury such a wide latitude of discretion that it is quite plain they might well understand that they could do as they pleased in the matter of the award. These instructions may well account for the action of the jury in making their award, as well as in their special finding above quoted: in our opinion both the award and the special finding are entirely unsupported by the evidence in the case. *Page 81
The appellant's exceptions Nos. 7, 8, 9, 10, 20, and 21 are sustained; in view of the decision, the other exceptions need not be considered; we are of the opinion that the verdict of the jury awarding the sum of $10,500 to said widow, and also the special finding of the jury should be set aside; and that the case should be remitted to the Superior Court with instructions to enter its decree reversing the decree of the probate court of the city of Cranston entered September 5, 1913, awarding the sum of $10,000 to the said Rosalie M. Hopkins. The respondent will have an opportunity to show cause why this order should not be made on Tuesday, July 6, 1915, at ten o'clock in the forenoon.