SPECIFIC DEVISES

2 definitions found across Law Mind sources

SPECIFIC DEVISESAuthored
The Law Mind • 1077 words
Definition
A specific devise is a testamentary gift of a particular, identified piece of real property — one that is described with enough particularity in the will to distinguish it from the testator's other land. The gift is tied to a specific parcel or estate, not to land generally. Specific devises stand in contrast to general devises (gifts of land described in broad or generic terms, such as "all my lands") and residuary devises (gifts of whatever real property remains after specific and general devises are satisfied). The distinction matters most when the estate is insolvent or the devised property has been sold, mortgaged, or otherwise affected between the time the will was executed and the testator's death.
Common Confusion
SPECIFIC DEVISE vs. GENERAL DEVISE vs. RESIDUARY DEVISE: These three categories are often treated as though they form a clean, mutually exclusive hierarchy, but the line between specific and general devises is less crisp than it appears. A devise of "my Hendon Hall estate" is paradigmatically specific — one named parcel. A devise of "all my lands" is paradigmatically general. The difficulty arises in between: courts have long wrestled with language that partially identifies property without fully particularizing it. Additionally, Rapalje & Lawrence note that in effect all devises are specific — meaning that when a testator actually owns only one parcel, a "general" devise may operate identically to a specific one. Researchers should not assume category determines outcome without also examining what property the testator actually held. SPECIFIC DEVISE vs. SPECIFIC BEQUEST: "Devise" historically referred to gifts of real property; "bequest" or "legacy" referred to personal property. Modern statutes in many jurisdictions use "devise" for both. The parallel concept for personal property is the specific legacy or specific bequest. The abatement and ademption rules governing specific devises apply analogously to specific legacies, but the two terms remain formally distinct in older sources.
Core Elements
For a devise to qualify as specific: 1. IDENTIFICATION: The property must be described with particularity sufficient to distinguish it from other property in the estate — by name, location, description, or other individualizing characteristic. 2. TESTAMENTARY GIFT: The devise must appear in a valid will or codicil. 3. REAL PROPERTY: In traditional usage, the subject of the devise is land or an interest in land. Modern unified statutes may extend the concept to personal property under the same label.
Why It Matters in Research
The specific/general/residuary classification drives two of the most consequential doctrines in succession law: abatement and ademption. ABATEMENT: When an estate's assets are insufficient to satisfy all gifts, devises abate in a defined order — residuary first, then general, then specific. A researcher analyzing a will dispute over an insolvent estate must correctly classify each gift to determine which beneficiaries bear the loss. Misclassifying a specific devise as general (or vice versa) leads to the wrong abatement sequence. ADEMPTION: A specific devise is adeemed — extinguished — if the specifically devised property no longer exists in the estate at the testator's death. If the testator sold Hendon Hall before dying, the specific devisee typically receives nothing. A general devisee, by contrast, is not adeemed; they take equivalent value from whatever land remains. This distinction is frequently litigated and is a recurring point of doctrinal disagreement across jurisdictions and historical periods. HISTORICAL SOURCES: Older cases and treatises apply these rules with stricter formalism than modern courts, which in many jurisdictions now consider testamentary intent more flexibly. When researching 19th- or early 20th-century materials, expect courts to apply abatement and ademption mechanically based on classification alone. Modern cases are more likely to ask whether ademption produces a result the testator would have intended. JURISDICTIONAL TRAP: Several states have adopted the Uniform Probate Code's "identity theory" modifications, which soften strict ademption for specific devises in defined circumstances (e.g., involuntary conversion of the property). A historical source applying the traditional identity theory may describe the law accurately for pre-UPC jurisdictions but mislead research into modern UPC states. CORPUS CONNECTIONS: The classification question frequently surfaces in will construction cases, which appear throughout the Law Mind corpus under probate, succession, and equity headings. Researchers tracing the doctrine historically should look for cases involving mortgage, sale, or condemnation of specifically devised property, as these generate the most classification litigation.
Historical Dictionary Support
Rapalje & Lawrence define specific devises as gifts of lands "particularly specified in the terms of the devise" and contrast them with general devises (where "local or other particular descriptions are not expressed") and residuary devises. The entry uses the Hendon Hall example as the paradigm case of a specific devise, and "all my lands" as the paradigm of a general devise — a contrast that has remained stable in Anglo-American doctrine from at least the 18th century through the present. Rapalje & Lawrence add the notable observation that all devises are "in effect" specific — a point that reflects the practical reality that the classification matters only when the estate contains multiple parcels or insufficient assets. When a testator owns a single parcel and leaves it by general devise, the gift operates identically to a specific one. This caveat is easy to miss in shorter dictionary treatments that present the categories as always functionally distinct. The entry is brief and definitional, stopping short of the abatement and ademption consequences that give the classification its practical force. Researchers relying solely on the Rapalje & Lawrence entry will understand what a specific devise is but will need additional sources to understand why it matters.
Jurisdictional Note
Jurisdictions adopting the Uniform Probate Code have modified traditional ademption rules for specific devises, introducing a "balance of proceeds" rule and other protections for devisees when property is sold under certain conditions. States that have not adopted UPC modifications continue to apply the strict identity theory. This divergence is significant enough that any research involving ademption of a specific devise must determine the controlling jurisdiction's UPC status before applying historical sources.
Encyclopedia Cross-Reference
The Law Mind Contracts & Commercial Law Encyclopedia: Remedies — Specific Performance (Availability and Requirements) — tangentially relevant where a specifically devised property is subject to a contract for sale enforceable by specific performance, affecting whether the devise is adeemed.
Related Terms
General Devise | Residuary Devise | Specific Legacy | Specific Bequest | Ademption | Abatement | Devise | Testamentary Disposition | Will Construction | Residuary Estate | Legatee | Devisee | Codicil
SPECIFIC DEVISESmain
Rapalje & Lawrence • 1883
-Are devises of lands particularly specified in the terms of the devise, as opposed to general and residuary devises of land, in which the local or other particular descriptions are not expressed. For example, I devise my Hendon Hall estate is a specific devise; but I devise all my lands or all other my lands is a general devise or a residuary devise. But all devises are (in effect) specific, even residuary devises being so. (Hensman v. Fryer, L. R. 3 Ch. 420; Lancefield v. Iggulden, 10 Id. 136.)-Brown. SPECIFIC DEVISES, (what are). 4 Mass. 154. SPECIFIC LEGACY.-See LEGACY, 2. SPECIE.-As applied to contracts, signifies specifically, strictly, or according to the specific terms; and, as applied to things, individuality or identity. Whether a thing is due in genere or in specie depends in each case on the will of the parties. If a thing be designated only by its kind, as, SPECIFIC LEGACY, (defined). 16 Conn. 6;3 e. g. any house whatever, or any of my Duer (N. Y.) 477, 543. houses, any cask of wine, or any cask of (what is). 2 Halst. (N. J.) 414; 9 the vintage of 1834 in my cellar, it may be (what is not). 1 Halst. (N. J.) 139; furnished in genere. But if the thing be designated individually, e. g. my house, (distinguished from "general legacy"). 3 Yeates (Pa.) 486, 491. No. 2 Belgrave Square, or my five-year (designation of residuary clause as). old bay saddle horse, it is not then generic, 10 C. E. Gr. (N. J.) 228. Ves. 361. 7 Ves. 522.

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