47 So. 956 | Miss. | 1908
delivered the opinion of the court.
The bill of complaint in this cause was exhibited by the appellees herein against William M. Ball for the purpose of canceling, as a cloud upon their title, certain conveyances under which Ball claims to be the owner of lands described -in the ’bill. The bill avers that the appellees are the grandchildren of one Wm. P. Hunt, who died the owner of the lands situated in Mississippi described in the bill, testate. That the said Wm. P. Hunt was a resident of the state of Tennessee, and his will was duly admitted to probate in the probate court of Shelby eounty, Term., and afterwards by the chancery court of Tunica county, Miss., some thirty-six years later. That the will was a holographic will. That the said testator left as his widow Sarah Hunt, and as his only heir at law Julia A. Phelan. That the
The whole ease made by the bill, and the whole defense relied upon by the defendant, is presented by the demurrer. If that is sustained, complainants have no standing in the court. If it is overruled, the' relief prayed by the bill follows as a matter of course, and nothing is left except an accounting.
The will of Wm. R. Hunt is as follows:
“In the name of God, Amen.
“I, William R. Hunt, being of sound mind, but feeble of body, do make and declare this my last will and testament hereby revoking all wills and testaments heretofore made.
“Item 1st: I will unto my wife, Sarah E. Hunt, for the time of her natural life, one-half of my property, both real and personal, to be hers during her natural life, then to go to my daughter, Julia Hunt. •
“Item 2nd: I will and bequeath to my daughter, Julia Hunt, during the time of her natural life, the other half of my property, both real and personal, to be hers, free from the control -of any future husband, and also free from the debts of any future husband, he is to have no title by curtesy, or any other title by reason of her death, or is to inherit it through the death*315 of any child or children they may have or in any other manner whatever.
“Item 3rd: In case my daughter Julia should die without child, o.r in case the child or children should die before marrying or become of age, then the .whole property given to my daughter Julia, all for her life, should go to Bettie Hunt Selden, and should she die before she marries or becomes of age,, then one-half should be the property of Julia Moore Driver, and other one-half shall be divided between the children of my sisters, Marie L. Joiner and my sister, Leona E. Thompson, and the said Julia Moore Driver shall receive the property only for her natural life, free from the debts and contracts of any present or future husband and should at her death follow the same line of descent as the first mentioned half of the property.
“Item 4th: It is my will that the whole of my insurance on my life, amounting to $40,000, be put into the hands of my executor to pay my debts with, and he is directed so to use it, and if there be a surplus pay it into the general mass of my estate.
“Item 5th: I appoint Wm. Joiner my executor of this my last will and testament, and desire that no security be required of him.
“Eor witness whereof, I have hereunto set my hand and seal this 26th day of January, A. D. 1872.
“[Signed] Wm. R. Hunt.
“Signed by us in the presence and by the direction of the testator, January 26th, 1872.
“[Signed] J. W. Clapp.
“J. P. Meux.
“There is to be paid all mother’s money except $7,000, my share of her property, which is to be kept as mine.
“Proven at the June term, 1872, of the probate court, and ordered to be recorded.
“Recorded June 26th, 1872.
“James Rulby, Clerk.
“J. H. Cullen, D. C.
Lord St. Leonards said very strongly in the profoundly con
Van Vleet, Vive Chancellor, put it very well in Bishop v. McClelland's Ex’rs, 44 N. J. Eq. 450, 16 Atl. 2, 3, 1 L. R. A. 551, where he said: “A bequest may undoubtedly arise from implication, but, to warrant the court in so declaring, there must be something more than conjecture to support its declaration. The implication must be a necessary one. The probability of an intention to make the gift must appear to be so strong that an intention contrary to that which is imputed to the testator cannot be supposed to have existed in his mind. A construction in favor of a gift by implication should never be ádopted, except iq cases where, after a careful and full consideration of the whole will, the mind of the judge is convinced that the testator intended to make the gift.”
Let us now, in the light of these general principles, come to a' particular consideration of the authorities relied upon on both ■sides, and, first, as to the authoritites which support the contention that there is here a remainder in fee to Julia’s children by implication. In Frogmorton v. Holliday, 3 Burrows, 618, the -testator, after giving, devising, and bequeathing unto his son David Hasselwood or his heirs forever certain property, de-. vised to his other son, John Hasselwood, a certain piece of real-estate, and added: “And if the said John Hasselwood shall happen to die his minority or before he comes to age, then I de-.
In Newland v. Shepherd, 2 Peere Williams Reports, p. 193, Sir George Newland, whose daughter had married Shepherd and had three children, after making some other dispositions, “devised the residue of his real and personal estate to trustees to pay the produce and interest thereof for the maintenance and benefit of such of his grandchildren by his said daughter as should be living at the time of his decease until his said grandchildren should come to the age of twenty-one or be married; and he went no further nor made any other disposition of his estate.” It was held that the grandchildren on arriving at ago were entitled to the entire surplus, both of the real and personal estate.
In Goodlittle v. Whitby, 1 Burrows, 228, R. P., one devised his property to trustees in the following language: “In trust that they should lay out and bestow rents and profits for the maintenance, etc., of Thomas and John Haywood, sons of the testator’s sister, Elizabeth Haywod, during their minorities; and when and as they should respectively attain their ages of twenty-one, then to the use and ,behoof of the said sons of his
In the case of Crowder v. Clowes, 2 Vesey, Ch. Reports, 449, the testator devised to his niece, Letitia Dawson, the sum of £1,000, to be paid to her immediately after his decease if she should happen to be then married; and then added: “But if my said niece should- happen not to be married at the time of my
In Wainewright v. Wainewright, 3 Vesey, 558, the devise was in these .words, after giving to his four nephews and his niece each the sum of £300: “All the rest of my personal estate not hereinbefore disposed, I give unto my said nephew Robert Wainewright and John Seagrave upon trust that they should convert the property into money and lay it out toward the maintenance of his great nephew Thomas Wainewright now placed with my nephew Robert Seagrave, in Nottingham, until he shall attain his twenty-one years;” and added, “and in case my said great nephew shall happen to die before he attains his age twenty-one years, then my trustees shall pay the whole of said surplus of my personal estate, etc., unto and for the benefit of my said nephew, Thomas Wainewright.” The testator died soon after the execution of this will. His great nephew, Thomas
In Paylor v. Pegg, 24 Beavan, 105, the will was construed as follows: “And if my son should happen to die before he attains his age of twenty-one years, then in that case I do hereby empower my wife to hold my whole estate during her natural life. If she continues my widow. Likewise, I do hereby empower my trustee, at the decease of my wife, to sell my estate, both real and personal, and out of the money I direct them to pay two legacies, etc., the residue to go- amongst my nephews and nieces.” The testator died in 1809. His son John attained twenty-one in 1823, and was let into possession. The testator’s widow died in 1841, and the testator’s son John died in'1856, having devised the estate to Mrs. Pegg. It is true this was not a case of implication, -but I cite it to show that the court in holding that the son took the estates upon death of his father, by descent, worked that result out by finding it to be the purpose of the ■father not to disinherit his son, the court saying: “It is impossible to understand why the testator should have given the property to his son until he was twenty-one and then took it all away from him and gave it to his nephews.”
A striking case is Hoskins v. Hoskins, 9 East, 305. There the devise was: “I likewise give and bequeath to my said son Bichard the leasehold premises of Boskief, in St. Allen aforesaid ; to hold the same unto my said son Bichard until said son Thomas shall attain his age of twenty-one years and no longer.
In Re Donges’ Estate, 103 Wis. 497, 79 N. W. 787, 74 Am. St. Rep. 885, the devise was: “I give and bequeath to my wife Olara Donges all the real estate of which I may die seised, to have and to hold the same until the youngest of my children if any be born to me, shall attain the age of twenty-one years. In ease there are no children living at the time of my decease, my said wife shall be the sole owner of my real estate.” The question was what was the intention of the testator if children were born to him and living at the time of his decease after the youngest attained twenty-one years of age. After an elaborate examination of authorities, in the course of a very able opinion, it was held that it was clearly the testator’s intention to devise the property to the children on the majority of the youngest, they taking by implication.
Another instance of devise by implication may be profitably studied in the case of Masterson v. Towshend, 123 N. Y. 458, 25 N. E. 928, 10 L. R. A. 816. The case of Clopton v. Davies, 4 L. B. Com. Pl. Cas. 159, is very much in point here. There was a devise to trustees to apply the rents to the benefit of the testator’s granddaughter, Mary Annie Clark, until she attained the age of twenty-one, and if she should die under that age, then over. It was held that there was a devise of the fee by implication to his granddaughter, Mary Annie Clark, the court saying that to deny the implication would involve the strange conse
One of the strongest cases for the complainant is that of Kinsella v. Caffrey. There the testator gave £50 a year each to L. and T. for their lives, and on the death of either, leaving-children, his annuity to go to such children, but if L. or T. should die leaving no children, at his death, his annuity was to go to the survivor for his life, and, if both should die leaving no children, or, leaving children, the said children should die under twenty-one, both annuities were to sink into residue. T. died unmarried, and afterward L. died, leaving children. It was held that L.’s chilren were entitled by implication to T.’s annuity, the court asking, “Why was the event of their attaining twenty-one introduced if they were intended to take nothing prior to their attaining twenty-one?” This case squarely decides that where the limitation over to the third person is not only upon the default of children, but upon the event that such child shall die under twenty-one years of age, this last circumstance is sufficient to raise an estate by implication. The decision did not go—that is to say, the devise was not'implied—upon the ground that it increased an estate already given, but because the limitation over was upon the death of a child before coming of age. Mr. Jarmon propounds in his valuable work, Jarmon on Wills, vol. 1, p. 557, the inquiry, “Why was the event of their attaining twenty-one introduced if they were entitled to take nothing prior to their attaining twenty-one ?” causing the same to be printed in italics, for the express purpose of showing that this thought was a controlling one.
In Aspey v. Lewis, 152 Ind. 494, 52 N. E. 758, an estate in remainder by implication was held to have been given to the daughter, Maria Louisa, under this provision: “And I direct
A very important case in considering the construction of this will, not referred to by counsel on either side, is the case of Bentley v. Kaufman, 12 Phil. (Pa.) 435. The testatrix directed all her estate, real and personal, to be sold and the proceeds to be invested by her executors in the best securities, the interest to be paid to her son during his nautral life. If her son should die without issue, then the -whole investment to be given to the Lincoln Institute. It was held first that the words “die without issue” meant a definite failure of issue, -and that, consequently, the son did not take an absolute interest in the fund, but only life interest in the income; and, secondly, that there was a gift by implication of the corpus of the legacy to the son’s issue if he should leave any at his death. Thayer, J., made the following exceedingly strong observations on this case: “The real question, therefore, which is now to be determined is, what interest did Leon Kaufman take under his mother’s will? Did he take an absolute estate, or only a life estate? And, as regards the answer to this question, no difference is to be made between that portion of Mrs. Kaufman’s estate which was of her own acquisition and that portion .which she derived from her father by her survivorship of her sister Sarah and her
In the case of Ranelagh v. Ranelagh, 12 Beavan, 200, the devise construed there was this: After giving to his two daughters during their natural lives £4,000, and to his two sons £2,000 each, during their natural lives: “In case of the decease of any of the above parties without issue, their, his or her proportion to be divided equally amongst the surviving heirs.” It
Another strong case against implication is the case of Den, Lessee of Elizabeth Franklin v. Trout, 15 East’s Beports, decided in 1812 by Lord Ellenborougii. Still another very striking case agáinst implication is the case of Dowling v. Dow-ling, 1 Eq. E. L. B. 441.- The case was first decided by Sir John Stewart, Y. 0., who held that there was an implied devise, but afterwards it was reversed. See 1 Chancery Appeal Cases, L. B., decided in 1866, Dowling v. Dowling, and the devise by implication was denied. In this case the testator, B. II. Dowling, after various devises to his daughter, and to his daughter’s husband, and his two sons-in-law, finally added this devise: “I bequeath to each of my sons as follows (four in number), the remainder of my household furniture, and all things appertaining to my household effects, to be equally divided, that my freehold estates and all other property shall be disposed of as my executors think best, and be added to and invested with any other personal property, the interest thereof to be «equally divided half yearly between my four sons above named, and at the decease of either without lawful issue, such share to revert to the remainder then living, their child or children.” Lord Justice Turner, construing this last provision, said: “The gift to the sons'was an unlimited gift of the interest passing the capital. The expression is, The interest to be divided half yearly between my four sons, and at the decease of either without leav
In the case of Scale v. Rawlins, reported in the Law Reports, Appealed Cases for 1892, the provision was that the testator gave three freehold houses to his nephews, S. and W., upon trust to pay the rents and interest to his niece during her life, for her separate use, and after her death, she leaving no child, he gavie one of the houses to' S. and the two others to W. After making other bequests, he gave the residue of his whole estate to S. and W. equally. The niece died leaving children, and it was held that the niece took a life interest only, and no estate by implication was allowed to her children. Lord Halsbujby said: “The difficulty which we have here is not speculating upon what peradventure may, at some time or other, have been in the testator’s mind, but I must find words which are absolute and express. I may be perfectly satisfied that he intended that this lady should have an estate of inheritance in this property. I may be satisfied that that was his intention otherwise than by
These cases have been selected as the clearest statements of the law for and against devises by implication. A multitude of other cases have been cited by learned counsel on both sides, every one of which has not only been read, but carefully studied. Out of all this mass of learning, the true purpose should be to derive some general principles supported by settled authorities for. our guidance in the construction of this will. If any one thing can be evident, after the review of the authorities, it is tvhat Sir William Jones said more than two hundred years ago, that no will has a brother.” Every will must be determined upon considerations pertaining to its own peculiar facts and terms-alone. One of the propositions most earnestly insisted on by the appellants is that, where there is a bequest to a person, and if he shall die without having children living at his death, then over, this does not raise an implied gift in. the children, but that the parent takes an absolute interest defeasible on his dying without having had, or without leaving, a child, as the case may be. This is quoted from Jarmon on Wills (6th Am. Ed), vol. 1, 555, 556. Mr. Jarmon states that the reason of this construction is that the rejection of the implication in such a case is not productive of any absurdity, for, say he, “It supposes the testator, by making the interest of the legatee indefeasible on his having or leaving a child, to intend that if there are children he shall have the means of providing for them,” and this rulé is thus stated in all the text-writers; but that is the case of the first taker taking the absolute interest, and not any less interest. It is like the case supina Dowling v. Dowling, and it is also like the case of Boling v. Miller (Sup. Ct. Ind.; decided Feb. 18, 1893), 133 Ind. 602, 33 N. E. 354, and the.very important case of Baker v. McLeod’s Estate (Sup. Ct. Wis.; decided May 5, 1891) 79 Wis. 534, 48 N. W. 657, the opinion being by the very
But in this will, the one thing that stands out clear and distinct and unmistakable—the mountain in the landscape of the
What, now, are the considerations or circumstances which the court in this case should look to as showing, since Julia’s estate was limited strictly to life, a remainder in fee by implication in the children of Julia? Some of them are as follows: Eirst and chiefly, that Julia’s interest was limited strictly to her life. This we regard as controlling in the construction of this will. Second, there was an exclusion, by the terms of this will, of all the marital rights of any husband that Julia might have, and especially an exclusion of any right he might have to inherit through the death of any child of his and Julia’s. It woud have been far more likely, on the doctrine of probabilities, that such husband might inherit from such child if Julia should be held to take a fee in any view, than if she should be limited strictly to a life estate, and the children should only take the fee absolutely after they became of age or married. The father would be much more likely to have died when this latter period came around than while Julia herself might live. Again, the fact that Hunt, by his will, provided that Bettie Hunt Selden, if Julia died without child, or if such child died before marriage or before coming of age, should take the limitation over; and he made the same sort of ulterior limitation as regards Julia Moore Driver, the other ulterior limitee. The carefulness and solicitude and anxiety manifested by Hunt to dispose of his estate, not only for life to Julia, but to provide three ulterior destinations in certain contingencies named, signalize his set purpose not to die intestate as to any part of his estate, and, consequently, his necessarily involved purpose that Julia should never take a fee of any sort of inheritance or purchase from him. And unless there was a limitation my implication to the children of Julia, then upon the com
The very essential nature of an estate by curtesy forbids any such view of the law. Again, it is manifest that it was the testator’s thought that he could limit the right of the father of the children to take by inheritance from them. This is a thoroughly erroneous view, and yet he entertained it, as witness the provision that he should not inherit through the death of any child, etc. Again, it is impossible to read this will without seeing that it was the manifest purpose of the testator to dispose of his whole estate, and not die intestate as to any part thereof. He did not intend that Julia should take anything by inheritance from him arising out of any partial intestacy. It is to be remembered that the rule laid down by Judge Andrews in 113 N. Y. 569, 21 N. E. 690, supra, is strong to show that, where the limitation is over to a third person not related to the testator in blood, it is safely to be assumed that he did intend to preserve his bounty for his own blood, if that construction can reasonable be indulged. If the children of Julia were not intended to take a fee in remainder by implication, manifestly this es
It is earnestly argued by learned counsel for appellant that under the decisions of the supreme court of Tennessee, to be noted later, there was a devise here by implication, but that that implied devise is not of the remainder in fee to the children, but of fee to Julia; that is to say, that, upon the birth of issue, Julia’s life estate .was, by implication, enlarged into a devise in fee. And it is urged, which is true, that the courts will go further in implying a devise of an added interest to one to whom some interest has already been devised than they will to imply a devise, or, as it is said, create a devise in one to whom nothing had been previously devised. This abstract legal proposition may be conceded, but the complete answer to this line of argument is that if the court is driven, in this case, to imply some devise, it should most assuredly imply a devise in harmony with the perfectly plain, paramount purpose of limiting Julia strictly to a life estate, which devise wo-uld necessarily then be a devise of the remainder to the children of Julia. Assuredly, in the face of the thrice-repeated purpose to limit Julia to a life estate, and in the face of the most anxious purpose to exclude the husband from any possible interest in his estate through the children or through Julia in any manner whatever, it would be a most extraordinary construction, and a most flagrant perversion of the purpose of the testator, to hold that there is an implied devise here to Julia of a fee upon the birth of issue. It must be kept in mind that this will does not stop with giving the estate to Julia for life, and, if she dies without issue, over to Bettie Hunt Selden, but it was essential that the children should die under age or not marry.
There is a principle of law, as correctly stated by learned counsel for appellant, that the courts will more readily sustain a devise by implication to children upon arriving at age or marriage, where some beneficial interest had been given them during minority, than where no interest of any kind has been given them. Authorities are cited to this principle, and it is a sound principle within proper limitations, but it must be carefulh guarded in its application to the terms of each particular will considered. It is very likely to be overstressed in the case of a will where it is plain that the children are mentioned in merely stating a contingency, upon the happening of which the devise over will take effect. Of course, wherever this last sort of pro
We have most carefully and anxiously weighed the three expressions in the will from which learned counsel for appellant argue the implication must be derived, if it is derived at all, and, whilst the reasoning is exceedinglly ingenious and well supported as to the abstract principles announced, it is clear that, looking to the frame of this will, its manifest scheme and • design and purpose as a whole, there is discoverable upon its face the purpose to benefit these children, and there does arise a necessary implication of a remainder in fee in these children. Finally, the learned counsel for appellant most earnestly insist that the intention of the testator must be ascertained from- the decisions of the supreme court of Tennessee, the state of the testator’s domicile, and the learned counsel for appellee apparently concede this contention in its entirety. The rules of construction and interpretation are very accurately set forth in volume 22 of Am. & Eng. Ency. of Law (2d ed), at page 1366 ■ei seq. The land in this case is in the state of Mississippi. Nothing can be better settled than that the title to real estate is governed solely by the law of the place where the property is situated, but it is said'correctly on page 1307, (b), as follows, touching the particular rule involved: “Where the inquiry, is directed solely to the ascertainment of the meaning and intention -of the testator from the language employed by him in the will,
Now, the two cases cited from Tennessee, Owen v. Hancock, 1 Head, 563, and Nott v. Fitzgibbons, 107 Tenn. 54, 64 S. W. 26, do not construe wills ‘at all identical in their terms with the will under review here. What are those cases ? Owen v. Hancock was this: A testator devised to his daughter, Mary Cooper, a negro named Celia during her lifetime, and, if she should die without any heirs born of her body, the said negro girl and her increase should return to his estate and be equally divided among the rest of his children. The first thing to be noted is that the words “heirs born of her body” are strictly words of entail, which would, under the old construction, create an estate tail; whereas, the words “children” in this will plainly moan the direct descendants; that is to say, the children only of Julia, and import a definite failure of issue. Second, in that case there was no ulterior limitation over to strangers to the blood of the testator; here, there is. Again, the court in that case expressly held that there was no difference as to raising the implication between the case where the first taker took an absolute interest, and where he took only a life estate. We have shown that this is not sound. The court reached the curious result in that case of first denying that there was any devise by implication of the remainder to the children of Mary Cooper, and yet in the face of a positive provision that her interest was limited to her life did raise a devise by implication of the fee to Mary Cooper, in the very face of the express declaration that she was to take
One other observation is due to be made about the case of Nott v. Fitzgibbons, supra,, which is that that case was not decided until years and yeárs after the death of this testator, and could not possibly have been in his mind at the time of the making of his will; and with respect to Owen v. Hancock, supra, •thei'e are one or two very important things to be further said: First, the case of Owen v. Hancock cites 2 Powell on Devises, 602, 20 Law Library, 321. The whole context of this citation has reference to the subject of estate for life where enlarged into an estate by implication. The "author says: “It has long "been settled that a devise to a person with a limitation over, if he die without issue, confers an estate tail. But, according to .some early cases, an express estate for life cannot be so enlarged into an estate by implication, on the ground that implication •can only be admitted in the absence of, but never in contradiction to, a<n express limitation.” Again the author says, to which we call special attention: “It is to be observed that where the terms of a devise over refer to issue living at the death, it has no effect in-enlarging a prior estate for life to an estate tail. The only question in such case would be whether they would raise an estate by implication in the issue living at the death'.” Now, this is the emphatic declaration of Powell in his work on Devises, in the very sections quoted by the supreme court’ of
■ On the whole case, it is clear from the entire frame of this will, looking at all its parts and giving every word its due force, that this testator intended these children of Julia to take a re
This case has been argued with the most consummate ability by learned counsel on both sides. We acknowledge ourselves greatly indebted to them. The result is that, since the action of the court below in overruling the demurrer is in accord with the-views herein expressed, the decree of the court below is hereby affirmed, and the cause remanded for an. accounting.
Affirmed.