RESIDUARY DEVISEE

4 definitions found across Law Mind sources

RESIDUARY DEVISEEAuthored
The Law Mind • 903 words
Definition
A residuary devisee is the person named in a will to receive all real property of the testator's estate that remains after all specific devises, general devises, and demonstrative devises have been satisfied. The residuary devisee takes whatever real property is left over — the surplus, the unallocated, and the lapsed or failed devises that fall back into the residue — rather than any particular identified parcel or category of land. In modern usage, the distinction between real and personal property has largely collapsed in testamentary distribution. Contemporary wills and statutes frequently use "residuary beneficiary" or "residuary legatee and devisee" to describe a single person who takes the entire residual estate, real and personal alike. A residuary devisee, strictly understood, refers to the real property remainder; a residuary legatee refers to the personal property remainder. The same individual may hold both roles.
Common Confusion
RESIDUARY DEVISEE / RESIDUARY LEGATEE: At common law, a devise transferred real property and a legacy transferred personal property. A residuary devisee took leftover land; a residuary legatee took leftover goods, money, and personal estate. Modern statutes in most jurisdictions have blurred or abolished this distinction — the Uniform Probate Code, for example, uses "devise" to cover transfers of both real and personal property. Researchers working in historical sources must keep the real/personal divide firmly in mind; researchers working in modern materials should not assume that "devisee" is limited to real property without checking the applicable statute's definitions. RESIDUARY DEVISEE / SPECIFIC DEVISEE: A specific devisee receives a particular, identified piece of real property ("my farm at Greenacre"). The residuary devisee receives everything real that the will did not specifically, generally, or demonstratively dispose of — including property the testator acquired after executing the will, property whose specific devise failed for any reason, and property inadvertently omitted from the will.
Why It Matters in Research
The term's scope has shifted materially across time, and the shift is a common trap. Pre-twentieth century sources — including all four shelf dictionaries used here — define the residuary devisee exclusively in relation to real property. This reflects the hard common-law line between realty and personalty in testamentary transfer. When researching wills, estate disputes, or probate records from the nineteenth century or earlier, finding "residuary devisee" in a document tells you only about the real property residue; you must look separately for the residuary legatee to understand the full picture of who benefits from the remaining estate. Modern uniform acts and many state statutes have merged the terminology. Under the Uniform Probate Code's definitional scheme, "devise" encompasses both real and personal property transfers, making "residuary devisee" effectively synonymous with "residuary beneficiary" for most practical purposes. Confirm which statutory framework governs before concluding that a modern "residuary devisee" is limited to real property. Lapse doctrine is a critical adjacent issue. When a specific or general devise lapses because the named devisee predeceases the testator, the failed gift typically falls into the residue — swelling the residuary devisee's share. Anti-lapse statutes, which substitute the predeceased devisee's descendants in certain relationships, can prevent that result. The residuary devisee's actual interest is therefore not determinable from the will alone; you must also examine the applicable anti-lapse provisions and the circumstances at the testator's death. Corpus researchers should be alert to will construction disputes, which frequently turn on whether a gift was intended as specific, general, or residuary. The residuary clause is a catch-all that courts interpret broadly to avoid intestacy of any part of the estate. Language in older cases describing the "favorite of the law" status of the residuary clause reflects this interpretive tendency.
Historical Dictionary Support
All four shelf dictionaries converge on a single, narrow definition: the residuary devisee is the person who takes real property remaining after other devises are satisfied. Black's and Burrill's use identical language. Rapalje & Lawrence substitutes "not specifically devised" for "remaining over and above the other devises" — a meaningful refinement, because it signals that the residue can include property never addressed by any devise, not merely surplus from devises that fell short. Bouvier's adds the phrase "after satisfying previous devises," which introduces a sequential or priority-based framing — the residuary devisee is last in line, taking only what survives the satisfaction of prior dispositions. None of the historical sources addresses the merger of real and personal property terminology, the effect of anti-lapse statutes on the residuary share, or the modern statutory redefinition of "devise." These are significant gaps for contemporary research. The shelf dictionaries are reliable guides to the classical common-law concept but should not be read forward into modern statutory frameworks without independent verification.
Jurisdictional Note
Jurisdictions that have adopted the Uniform Probate Code or similar modern probate codes typically define "devise" to include both real and personal property, rendering the traditional distinction between residuary devisee and residuary legatee largely nominal. Jurisdictions that retain classical common-law probate terminology may still treat the categories as distinct. Louisiana's civil law system uses different terminology and structural concepts entirely.
Encyclopedia Cross-Reference
See Law Mind Encyclopedia: Wills and Testamentary Instruments; Probate and Estate Administration; Lapse and Anti-Lapse in Testamentary Law
Related Terms
Residuary legatee — Residuary estate — Residuary clause — Specific devisee — General devisee — Demonstrative devise — Devisee — Legatee — Lapse — Anti-lapse statute — Intestate succession — Testator — Probate
RESIDUARY DEVISEEmain
Black's Law Dictionary • 1891
The person named in a will, who is to take all the real property remaining over and above the other devises.
RESIDUARY DEVISEEmain
Rapalje & Lawrence • 1883
-The devisee named in a will, who is to take all the real property not specifically devised.
RESIDUARY DEVISEEmain
Bouvier's Law Dictionary • 1928
The per- son to whom the residue of a testator's real estate is devised after satisfying previous devises.

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