10 S.C. Eq. 265 | S.C. Ct. App. | 1833
Benjamin Chaplin, the elder, of St. Helena Parish, by his will,-dated in 1166, devised the tract of land which is in
The first question which arises in the case, is, what'estate in the land, John Chaplin, the elder, took under the will of his father Benjamin Chaplin, and consequently, whether his son, John Chaplin the younger, took as a purchaser under his will, or by virtue of the limitation of his grandfather’s will. A preliminary objection was made, that the will of Benjamin Chaplin appears to have been attested but by two subscribing witnesses, and consequently was not duly executed to pass real estate. The name of Martha Barnwell first appears subscribed as a witness; then follow the letters E. E., and then the name of John Barnwell. The certified copy of the will was admitted in evidence, I suppose, on the proof which appears to have been made of it before a commissioner, to whom a dedimus for that purpose was issued by the Governor. The witness, John Barnwell, declares that he subscribed as 'a witness, together with Martha Barnwell and Elizabeth Ellis. If Elizabeth Ellis subscribed by merely making her initials, I suppose that this was sufficient, under the authorities of Harrison v. Harrison, 8 Ves. 185, and Addy v. Grix,
Then, as to the estate devised by the will. It was argued, that though the devise to John is to him and his heirs, for ever, yet being limited over on the event of his *dying without lawful heir, to his brother, who might be his heir, this is equivalent to a limitation over on the event of his dying without issue, and restricts the preceding words, so that it would make it an estate tail in England, or a fee simple conditional in this country. That being a fee simple conditional, John Chaplin, the younger, took nothing from his father’s will, but per formam doni, as heir of limitation, under the will of his grandfather, and the .condition being once performed, by John, the elder’s, having issue, the heir to whom the estate descended might alienate and bar the reverter, without any necessity for his having issue, and that the levy and sale by the sheriff, being the act of law, was equivalent to an alienation by the heir himself. There is no doubt but if lands be given to a man and his heirs, and limited over on the event of his dying without issue, or heirs of his body generally, that will restrict the effect of the preceding words, and make it' an estate tail, or fee simple conditional. The limitation over after an indefinite failure of issue, sufficiently indicates the intention to give an estate tail, with a remainder expectant on its determination. But the devise over, in this case, is, “ If he should die without lawful issue, or before he is twenty-one years old.” I am satisfied, that here “or” is to be construed “and,” and consequently, that the limitation over is not after an indefinite failure of issue, but restricted to the event of the devisee’s dying without issue under the age of twenty-one, and is, therefore, a good executory devise, after the gift of the estate in fee-simple. There are several cases precisely in point, and they seem to me founded on good reason, to effect the testator’s intention. They go upon this, that it cannot be supposed to have been the testator’s intention, in the event of the devisee’s dying under twenty-one, but leaving issue, to give the estate away from the issue ; yet this would be the effect of construing the words disjunctively, making an executory devise dependent solely on the event of the first devisee’s dying under twenty-one, and a limitation over after an estate tail. Lord Hardwicke, in Brownsword v. Edwards, 1 Ves. 249, refers to cases in Croke, deciding the precise point; and to the same effect are the cases of Fairfield v. Morgan, 2 Bos. & Pull. New Rep. 38, and Eastman v. Baker, 1 Taunt. 174. There are other cases to the same effect. I am satisfied that under the will of his father, John Chaplin, the elder, took an absolute estate in fee simple, subject only to be divested on an event which never happened.
We are next to consider the devise by the will of John Chaplin, the elder. The devise, in the first instance is to John Chaplin, the younger, without words of inheritance or perpetuity, which, in England, would give but an estate for life. The estate is limited over, however, to the brother of the testator, if the devisee should die “ without an heir lawfully begotten by him.” This is equivalent to dying without heirs of his body, and according to the decision in Forth v. Chapman, 1 Pr. Wms. 663, which has been followed ever since, this is sufficient to enlarge by implication, the preceding estate for life, into an estate tail. The same' implication, will, I think, in this country make it a fee simple conditional.
This view of the case would seem to entitle the complainants* equally with the defendants, to a moiety of the land. But it was further argued, on the part of the defendants, that although by the words of the will of John Chaplin, the elder, only a fee simple conditional was
Justice Blackstone, 2 Com. 178, puts the doctrine of merger on the footing of a virtual or implied surrender or release of the inferior estate : “In the common cases of merger of estates for life or years, by uniting with the inheritance, the particular tenant hath the sole interest in him, and hath full power to defeat, destroy or surrender them to him that hath the reversion; therefore, when such an estate unites with the reversion in fee, the law considers it in the light of a virtual surrender of the inferior estate.” If the superior estate be released or conveyed, to the tenant of the particular estate, the same effect takes place : the party is presumed
I said the same right was cast upon him by operation of law ; for such, I think, must be the conclusion. When Cruise, in a passage before cited, says, that “ where a person entitled to an estate, in remainder or reversion, expectant on a freehold estate, dies during the continuance of the particular estate, the remainder or reversion does not descend to his heir,” it is plain, from the sequal of the chapter, that his worsts must be taken in a qualified sense. He means that it does not descend to and vest in the heir, so as to make him a new stock of inheritance, and capable of transmitting to his heir; but that the person who takes after the determination of the particular estate, must take as the heir of the first purchaser. The latter part of the chapter is employed in showing, that when the heir of the first purchaser of the remainder or reversion, exercises an act of ownership over it, he thereby constitutes himself a new stock of inheritance, and capable of transmitting. He cites particularly the case of Stringer v. New, 9 Mod. 363, where a person, who was tenant for life, with remainder in fee, after estates tail to the right heirs of his father, whose heir he was, conveyed the estate to trustees for payment of his debts ; this was held to be such an act of ownership as made him a new stock of inheritance. Lord Hardwicke says, speaking of the lease and release, “It likewise passed the reversion in fee; for, as he was right heir of his father, he had a reversion to grant; though it would descend to ^ ke*rs of his father, without any such *alteration.” It was never doubted, I imagine, if a person grants an estate tail, with reversion to himself, and dies, his heir at law may grant or release the/ reversion; and so any intermediate heir, if there should be any before the termination of the estate tail. Preston says expressly, after speaking of fees determinable, “ On these instances, and indeed, on all limitations which can be ranked under this class, it is observable that the reversion or remainder expectant on these estates, or the possibility of reversion,
John Chaplin, the younger, according to the views taken of the case, having had a fee simple absolute, the sale and conveyance of his estate transferred all his right to Benjamin Chaplin, the father of the defendants. It follows that the complainants have no right in the land.
It is therefore ordered and decreed, that the bill be dismissed.
From this decree the plaintiffs appealed, and moved that it be reversed, and that partition of the lands in dispute, and an account of the rents and profits, be awarded to them, ^conformably to the prayer of their bill, on the following grounds :
1. That an estate is never implied by construction of the words of a will, when such construction would defeat the intention of the testator, and lead to the entire destruction of his will: That to imply a fee simple conditional in John Chaplin, the younger, would if the character and incidents of that estate be such as are assumed by the decree, not only defeat the limitation over to William Chaplin, but render the will, even as to John Chaplin, the younger, a mere nullity; and, therefore, either such estate ought not to have been implied, but the interest of John Chaplin, the younger, should have been confined to an estate for life, and the limitation over to William Chaplin adjudged good by way of remainder; or, if the English rule relative to the implying of estates tail, be adopted and applied to fees simple conditional, then the foundation of that rule ought also to be adopted, and the fee simple conditional of John Chaplin, the younger, have been adjudged a particular estate, and capable of supporting the limitation over to William Chaplin, as a contingent remainder.
2. That if the limitation over to William Chaplin be considered an executory devise, or conditional limitation, it is not too remote, being by direct implication from the words of the will, restricted to take effect upon the contingency of John Chaplin, the younger, dying “without an heir lawfully begotten him,” living at the period of his own decease.
3. That all possibilities accompanied with an interest which are de-scendible, are also deviseable; and, therefore, the possibility of reverter in John Chaplin, being accompanied with an interest in the fee, was capable of being devised to his brother, William Chaplin.
4. That if the limitation over to William Chaplin be void one very ground, yet John Chaplin, the yonliger, had never any alienable estate; because he never, as tenant of a fee simple conditional, acquired the right of alienation by the birth of issue ; and the reverter, or possibility of re-verter, being a contingent interest, did not descend upon him, but vested in such persons as were heirs-at-law of John Chaplin, the *Lesta tor, at the time when the contingency happened, and the estate sprung into existence.
5. That the complainants being heirs-at-law of the said testator to the extent of one moiety of his estate, at the time when the contingencey did happen, by the death of John Chaplin, the younger, are entitled to partition and an account of the rents and profits.
6. That the same conculsion results, if the limitation over to William Chaplin be held good U~Ofl any ground ; for in any case, the limitation was of contingent interest, and no estate vested until the contingency happened; and the complainants were, at that time, heirs-at-law of William Chaplin, in like manner as they were heirs-at-law of John Chaplin the elder.
`7. That the decree is, in other respects, contrary to the rules of Law and Equity.
I agree with the Chancellor, that the will of Benjamin Chaplin, the elder, of St. Helena Parish, was sufficiently attested to pass real estate, and that under it John Chaplin, the elder, took an estate in fee simple, determinable on his dying under the age of twenty-one years without issue. This position was settled in the case of Scanlan v. Porter, 1 Bail. 427.
*Upon the other parts of the case, I propose to consider, discuss and decide, First, the doctrine upon which the decree is based, that a fee conditional in the testator's heir is merged in the p0551-bility of reverter, which it presumes to be cast by descent upon him Secondly, the estate which John Chaplin the younger took under the will of his father, John Chaplin the elder. -
1. Merger is defined to be, whenever a greater estate and a less coincide and meet in one and the same person withoat any intermediate estate, whereby the less is immediately annihilated, or is said to be merged, that is, sunk, or drowned in the greater, 3 Co. Lit. (by Thomas,
If these views be correct as to the nature of the estate of the fee conditional and of the possibility of reverter, there can be no such thing as the merger of the one in the other. For the fee conditional during its continuance is the entire fee simple estate, and the possibility of reverter is nothing but a mere possibility, which may or may not become an estate in the donor. But the doctrine of merger is put upon the footing of an implied surrender, and can therefore exist in no case in which the actual surrender would not be lawful. Now, I take upon me to say in opposition to the opinion of the Chancellor, for which I entertain the highest respect, that there could be no surrender by the tenant of the fee conditional, to him, who has the possibilty of reverter. He might after issue born convey it to him, and his conveyance would carry the fee, because he has the whole estate, and may grant it. Surrender is defined to be, “ a yielding up an estate for life, or years, to him that hath an immediate estate in reversion or remainder, wherein the estate for life or years, may drown by mutual agreement between them.” 2 Co. Litt. (Am. Ed.) 648. Upon this the editor remarks in note (B.) “ To make a surrender *good, the person who surrenders must be in possession, and the person to whom the surrender is made, must have a greater estate immediately in reversion or remainder, in which the estate surrendered may merge ” The objections arising out of this law of surrender, as applied to a surrender by tenant of the fee conditional to him who has the possiblilty of reverter, are — 1st. The estate to be surrendered is the whole fee, and that to which it is to be surrendered is no estate at all: — 2d. The person to whom the fee conditional is to be surrendered, has no immediate estate either in reversion or remainder. For whatever may be his interest, it is only to take effect and commence after the death of the tenant in fee conditional without issue. These objections it. appears to me conclude the question, so as not to admit of a doubt. But in 2 Co. Litt. 651, it is said “ Littleton putteth his case
Admit the doctrine of merger, as contended for in this case, and it destroys the estate of free conditional, whenever it is devised to the testatator’s heir at law. Such could not have been the understanding of Bracton, Flota and all the early sages of law, when they give instances of fees conditional in the eldest son. If the doctrine of merger is correct, they must have known that this made the estate a fee simple absolute, by the union of the conditional fee and the possibility of reverter. Their silence upon such a doctrine, is the strongest evidence that no such union could take place. The case of Goodright v. -2 Wils. 29, is a strong and direct authority against the doctrine of merger. The testator, George Paynter, devised to his son, George Paynter, in the following words, “I give and devise the samecopyhold and freehold, hereditament and premises, unto my said son, George Payner, his heirs and assigns forever ; but if he, my said son, Geor-ge Paynter, shall happen to die before he shall attain his said age of twenty-one years, leaving no issue living at the time of his death, then I give and devise the said premises unto my said mother, Catharine Paynter, and to her heirs and assigns forever.” George Paynter, the son and devisee, survived his grandmother, who was entitled to the estate in remainder by way of executory devise ; he was her heir-at-law — he died before attaining the age of twenty-one years, and without leaving issue. It was held by Willis, Clive and Birch, that his estate did not merge in the executory devise to his grandmother on her death and the descent cast on him as her heir-at-law, but that the estates were dis
2. This brings me to the consideration of the second part of the case. What estate did John Chaplin, the younger, take under the will of his father, John Chaplin the elder? The words of the devise, are, “I give and bequeath to my dear and loving son, John Chaplin, my tract of land on Port Royal Island lying on Jericho Creek, but if he should die without an heir lawfully begotton by him, then I will aud devise, that the said tract of land be given to my brother, William Chaplin.”
The first thing necessary to be disposed of, is the limitation over, by way of executory devise, in favor of William. If that be good, then it might have a material effect on the decision of the main question. But if it be too remote, as I think it is, then we shall disembarrass at once the case of a question which might otherwise interpose great difficulties to a right conclusion on the nature of the estate to John Chaplin. On this part of the case, I am spared a great deal of labor, by the case of Mazyck v. Vanderhorst.
Is the estate devised to John Chaplin, a fee conditional at the common law ? It is admitted, that on the face of the devise it is not to him and the heirs of his body. But it is said, that the words, “ but if he should die without an heir lawfully begotten by him, then over to William,” authorize us to imply a fee conditional. I admit, as I did in the case of Bedon v. Bedon, 2 Bail. 246, that these words would, in England have raised an estate tail by implication. But I deny that the same words will imply an estate in fee conditional. Show me a case, if it is to be found, in which such an implication has been made. None can be found. The estate in fee conditional stands at common law, upon the words “heirs of the body.” We are then unfettered by precedents on the subject, and we are free to adopt or reject the implication, as may best correspond with the analogies of the law of this State. The cases under the statute de donis conditionalibus, in which the Judges have, from such words, implied an estate tail, do not ex vi termini compel us to adopt them as authorities for the implication of a fee conditional. There the implication has been resorted to, to favor the intention of the testator—
The question, of what estate does the devisee take under a will, is always, what estate do the words legally inform us the testator intended he should take ? If we ascertain this, there is nothing generally to prevent us from giving it effect, When the testator uses words which show an intention to contravene the law, his intention cannot* so far prevail This is the reason why devises, intended to create a perpetuity, cannot take effect. The rule, that a limitation over must take effect within a life or lives in being and twenty-one years and nine months after, was intended to prevent perpetuities, and all devises are compelled to bend to it.
The devise over in this ease being too remote and void, can have no effect to enlarge or restrict the estate, unless it be to aid us in giving construction to the will, as to the estate of John Chaplin. A devise to A. without words of inheritance or perpetuity, or words clearly indicating an intention that he should take more than a life estate, was held formerly to give only a life estate. Take this to be the rule applicable to the will before us, and what estate does John Chaplin take ? I answer he takes a fee simple absolute. For the testator has used words which, in legal contemplation, mdan that the land should not go over to the remainder man, only upon an indefinite failure of issue, and then that it should not revert to him. These words are equivalent to a grant of the fee to him, and as much import a fee simple, as if he had used the word “ forever,” which is. a word of perpetuity, and so are the words employed.
But strike all the words out'after the words “ Jericho Creek,” for they are void as a devise and the devise then stands simply as a devise to John Chaplin without words of inheritance or perpetuity. What estate does, he then take ? The act of 1824 enacts, that “no words of limitation shall hereafter be necessary to convey an estate in fee simple by devise, but every gift of land by devise shall be considered as a gift in fee simple, unless such a construction be inconsistent with the will of the testator, express or implied.” This act settled a rule of construct which had been a vexed question in our Courts ; and wills made long anterior to its passage, were subjected to the rule established by it, as will be seen by referring to the cases of Dunlap v. Crawford, 2 M’C. Ch. 171; Hall v. Goodwyn, 4 M’C. 442; Smith v. Peyton, Ib. 476; and Bedon v. Bedon, 2 Bail. 231. The will, in the case of Hall v. Goodwyn, was executed I think, during or before the revolutionary* war. The rule is now regarded as a settled rule of construction — settled by the Legislature and the Courts, and is applicable to all wills, no matter when executed.
The case of Skimon v. M’Roberts, 1 Wash. Rep. 125, shows that the Court of Appeals of Virginia felt themselves bound to enforce the com mon law in the construction of a devise without words of inheritance or perpetuity contained in a will made before 1181. They seem to. think
There is nothing in the will, either express or implied, which is inconsistent with the construction, that John Chaplin took a fee simple, and this was, I think, the nature and extent of his estate under the will of his father. The purchaser at the sheriff’s sale purchased therefore the fee simple, and the defendants claiming under him are entitled to the land. The complainants’ bill was properly dismissed, and the Chancellor’s decree is affirmed.
Not reported.