45 St. Clair Ave. West, Suite 600
Toronto, Ontario, M4V 1K9
Tel: (416) 925-7400

To Be or Not To Be A Dependant – A Retrospective Analysis On Shakespeare’s Last Will

From the “second-best bed” to the “armchair rule,” William Shakespeare’s final exit from the stage left behind a legal puzzle that still resonates centuries later. This post examines how the Bard’s 17th-century estate would hold up under modern scrutiny, specifically regarding spousal support claims and the resolution of latent ambiguities in property devises.

Introduction

The month of April is dense with historical and culturally significant events. While it is often known as the month of rebirth, for literature’s most famous playwright, William Shakespeare, April marked his final exit from the stage of life.

Beyond the timeless sonnets and tragedies Shakespeare left behind, the Bard also left a Last Will and Testament that remains a fascinating relic. From the infamous “second-best bed” bequest to the complex devises, we’ll explore how Shakespeare’s 17th-century intentions would fare under the scrutiny of Ontario’s legislative framework and the rigorous application of Canadian “armchair rule” interpretations.

Facts

On April 23, 1616, William Shakespeare died in Stratford-upon-Avon leaving behind a relatively substantial estate comprised of real property, chattels, and various income-generating interests associated with his theatrical career. At the time of his death, he was married to Anne Hathaway and had two surviving children: Susanna and Judith.

Shakespeare’s last will and testament dated March 25, 1616,[1] was executed approximately one month before his death. Scholars have suggested that the will was initially drafted in January, then revised, and partially redrafted to reflect the change in marital status of his daughter Judith who married in or around February.[2]

The Preamble & Dispositive Provisions

The dispositive scheme favoured his daughter, Susanna, and her descendants as primary beneficiaries. His surviving spouse received a notably limited bequest (to be discussed further below) with no residuary entitlement.

The relevant dispositive provisions are as follows:

  • He left money and clothes to his sister Joan Hart and her three sons;
  • He left his “plate” to his grand-daughter Elizabeth Hall, whom he refers to as his niece;
  • He bequeaths a large silver gilt bowl to his daughter Judith;
  • A sword to Thomas Combe, the nephew of his friend John;
  • His clothing to his sister Joan; and
  • His “second best bed with the furniture” (valance, hangings, linen, etc.) to his wife.[3]

His monetary bequests add up to roughly £350 and Shakespeare left a charitable legacy of £10 to the poor of Stratford.[4]

He left 26 shillings and 8 pence each to his theatrical fellows Richard Burbage, John Heminges, and Henry Condell, as well as to Hamnet Sadler, William Reynolds, and Anthony and John Nash, to buy mourning rings.[5]

His various properties were devised as follows:

  • The New Place – the principal residence in Stratford-upon-Avon was left to his elder daughter, Susanna Shakespeare (Hall), and the heirs of her body;
  • The Henley Street property (the Shakespeare birthplace property) – was left to his sister, Joan Hart, together with a life interest or limited estate reflecting family provision rather than primary succession;
  • The tithes purchased in 1605 (Old Stratford, Bishopton, and Welcombe) – were also devised to Susanna Shakespeare (Hall), reinforcing her position as principal residuary beneficiary of the estate’s income-producing assets;
  • The Combe property interests (associated land and financial interests) – were likewise directed to Susanna Shakespeare (Hall), consolidating her inheritance of the estate’s more valuable holdings;
  • The cottage near New Place – was left within the Stratford family circle, typically understood as part of the broader provision for Susanna and her household line, depending on the specific interpretation of the will’s overlapping grants; and
  • The Blackfriars gatehouse in London – was devised to Susanna Shakespeare (Hall), further extending her entitlement to urban commercial property interests.[6]

Potential Claims

Dependant’s Support – Anne Hathaway

At first glance, the testamentary scheme leaves the surviving spouse with a markedly constrained provision, limited to the bequest of “the second best bed with the furniture.” This has long been interpreted as symbolically significant but economically modest when compared to the bulk of the estate, which is directed to the testator’s daughter, Susanna Hall, and her descendants.

Under today’s modern legislative framework, namely Part V of the Succession Law Reform Act,[7] a testator’s freedom to distribute their assets is curtailed by a moral and legal obligation to provide “adequate support” for their dependants. Accordingly, if such a will with a corresponding provision were executed today, Anne would have a strong claim for dependant’s support pursuant to section 58 of the SLRA.[8]

If challenged today, a court would first assess whether Anne satisfies the definition of a dependant within the meaning of section 57 of the SLRA.[9] Being Shakespeare’s surviving spouse, she would likely satisfy this first hurdle with ease. Next, the Court would have to determine whether Anne received adequate support from the estate. Given the dispositive provisions of the will outlined above, it is clear that Anne received no interest in the residuary estate and no life interest in the family’s principal residence, New Place.

In determining a quantum of support, the Court would then examine Anne’s economic reality. The Court evaluates several factors in this regard, as contained within section 62 of the SLRA;[10] namely, Anne’s means, her age, the duration of the marriage, and the standard of living she enjoyed during the testator’s lifetime.

Accordingly, while assessing the exact quantum in dependant support claims is a notoriously imprecise task even in the best of circumstances, it is relatively clear that a singular bequest of a bed, would likely be viewed as a failure to make “adequate provision”.

Interpretation – The Cottage Near New Place:

The “cottage near New Place” presents a classic interpretation challenge. While the dispositive scheme clearly establishes Susanna as the primary successor to Shakespeare’s landed wealth, the specific treatment of this cottage clashes with the broader, more generalized grants made to the household line.

Where a court is asked to interpret such a provision, the primary goal is to determine the “subjective intention” of the testator by looking at the will as a whole.[11] This is known as the “armchair rule,” where the court sits in the position of the testator at the time the will was drafted.[12]

If the grant of the cottage overlaps with the devise of New Place itself, or if the boundaries between the properties are poorly defined in the instrument, a latent ambiguity arises. Litigation would focus on whether the cottage was intended to be an independent life interest for a specific family member, or if it was merely a component of the larger New Place estate intended to vest entirely in Susanna to prevent the fragmentation of the family’s real estate holdings.

Ultimately, even when applying the armchair rule to the evidence at hand, extracting a singular subjective intention from such an imprecise instrument remains a precarious task. Without more robust extrinsic evidence to settle the latent ambiguity, the Court would be required to choose between two equally viable interpretations.

Final Remarks

Ultimately, the Bard’s estate serves as a timeless case study in the evolution of testamentary freedom versus statutory obligation. The primary legal takeaway is that modern legislation, such as the SLRA, has effectively ended the era of “second-best” treatment; today’s courts prioritize the moral and legal duty to provide adequate support for dependants over a testator’s idiosyncratic whims. Furthermore, Shakespeare’s imprecise property devises underscore the enduring relevance of the “armchair rule”.

[1] William Shakespeare, “Last Will and Testament of William Shakespeare” (25 March 1616), Kew, United Kingdom, The National Archives (PROB 1/4) online <https://shakespearedocumented.folger.edu/resource/document/william-shakespeares-last-will-and-testament-original-copy-including-three>.

[2] Ibid., At the top of the first page “January” is crossed out and replaced with “March”. On the same page, a reference to Shakespeare’s son-in-law is altered to his daughter, Judith. Further, on the second page a section making provisions for Judith “until her marriage” is deleted.

[3] Ibid.

[4] Ibid.

[5] Ibid.

[6] Ibid.

[7] Succession Law Reform Act, R.S.O. 1990, c. S.26 (“SLRA”).

[8] Ibid, at section 58

[9] Ibid, at section 57.

[10] Ibid, at section 62.

[11] National Trust Co. Ltd. v. Fleury et al., 1965 CanLII 18 (SCC), at page 829; Singer v. Singer, 1931 CanLII 12 (SCC), at page 49.

[12] Dice v. Dice Estate, 2012 ONCA 468, at para 38.

Author

Previous Post:
Next Post:
Click here or on top Blog logo to return to Blog front page.

Search Blog by Keyword(s)

Site Search

Site Map