8 W. Va. 1 | W. Va. | 1874
This is an action of ejectment brought and decided in the circuit court of the county of Ohio.
Henry Bell, who resided in said county, died on the 26th day of January, 1840. Before, and at, the time of his death, he was the owner of the real and persona! estate mentioned and devised in the ivill, hereinafter set forth. Before his death, to-wit: on'the 26th day of October, 1839, he made and published his last will, in due and proper form. At the February term, 1840, of the county court of the county of Ohio, the will, so made, was produced before that court and proven by two of the subscribing witnesses thereto, and ordered by the court to be recorded. The will is in these words viz:
“In the name of God, Amen. I, Henry Bell, of Ohio county and state, of "Virginia, being of sound and dis
Item first. I direct that all my just debts and funeral •expenses be paid as soon after my decease as possible out of the first moneys which shall come into the hands of my executors from any portion of my estate ordered to be sold, real or personal. I also direct that a valuation or appraisement be made of all my personal estate, by three judicious neighbors, and after being signed with their names, that a copy of the same be given to each of my executors.
Item second. I will that all my personal estate, except my household and kitchen furniture, shall be sold at public auction, on a reasonable credit, immediately after the expiration of Thomas Creighton’s lease, which will expire in September, 1840; the net proceeds of which, my personal estate aforesaid, as ordered to be sold. I will and give to my wife and children, share and share alike, the share of each child to be applied to the education thereof, under the direction of my executors.
Item third. I give and bequeath unto my wife, all my household and kitchen furniture for her own use.
Item fourth. It is my will and intention that all the real estate of which I shall die possessed, or entitled to have in law or equity, except my farm on which I reside, shall be sold by my executors, or the survivor of them, or the one qualifying and undertaking to act, for a fair and reasonable value, getting always the most that can be got; to be sold on a credit by instalments, as is usual in such cases, and to effectuate this my intention, I give and devise all my real estate, to which I may die entitled as aforesaid, (except my home farm on which I reside,) to my executors, or to the survivor, and if both do not qualify and undertake to act as my executors, to the one so qualifying and undertaking to act, with full power and authority to sell and dispose of the same as fully as I would do, if living.
Item sixth. I will and bequeath my said home farm to my wife in lieu and instead of dower, for and during her natural life, and no longer, with this request and direction to my wife, that she will not cultivate more of land in indian corn than five acres in any one year, and that one hundred sheep be kept on the place annually.
Item seventh. 1 also will and bequeath that the net proceeds of the lands, before given to my executors to be sold, be given to my daughters and divided among them, share and share alike; and after-born daughters of mine, whether born in my life or after my death, as aforesaid, to have an equal share and part vdth my other
It is further my will that if any one of my daughters should die without being, or having been, married, and under the age of twenty-one years, that her or their share or shares shall go to the surviving sister or sisters; and that if I should have another son bom alive before or after my death, that in case one of them dies without being, married, or having been married, and under the age of twenty-one years, the said home farm, shall, in such case, go to the surviving son, and the Mary Hosack farm shall go to my executors or the survivor of them, or the one qualifying, and be sold as aforesaid, and the proceeds thereof be divided among my daughters, then living.
If any difficulty or dispute should arise about the division or distribution of my real or personal estate, it is my desire that the same be referred for settlement and adjustment to the decision and award of three intelligent, honest, and capable men.
I do constitute, and appoint my friends Jacob Good-ing and James Vance, executors of this my last will and testament, hereby revoking any, and all, former wills, by me, at any time, made.
It is my wish that as to the real estate ordered to be sold the court require no security from them, but that as to the personal estate they give the usual security.
If in the education of my children, what is before given for that purpose should not be enough, that the annual profits or interest otherwise arising may be applied to that purpose.
I also charge my wife with the education of my sons— not a classical education, but only a common one, such as is common among the boys of the neighborhood.
I also charge the rent of the Mary Hosack farm with
In witness whereof, I Henry Bell, the testator, have, to this my last will and testament, written on one sheet of paper, set my hand and seal this 26th day of October, in the year of our Lord one thousand eight hundred and thirty-nine.
Henry Bell. [Seal.]
Signed, sealed, and delivered in the presence of us, who have subscribed in the presence of each other:
Thomas Henderson,
James W. Clemens,
Edward W. Carrere.”
It appears that James Vance and Jacob Gooding, the two executors named in the will, appeared before the county court of the county of Ohio, on the 2d day of March, 1840, and duly qualified and gave bond with security in the penalty of $6,000.00, the amount fixed by the county court, as executors of said will, and certificate •was granted them for obtaining probate of said will, in due form; that said Bell, at his death, left his widow and seven children living, and that he had one daughter born a few days after his decease. The children are named and were born as follows: Margaret Jane Bell, born 1822; Ann Eliza Bell, born ¡September 17, 1824; Moses Bell, born November 22, 1828; Maria L. Bell, born October 3, 1830; Sallie A. Bell, born August 25, 1833 ; Mary E. Bell, born May 3, 1836 ; Melvina E. Bell, born March 4,1838 ; Henrietta V. Bell, born January 31,1840.
It also appears that Margaret Jane Bell was married to John Hosack, and died after she attained the age of twent}r-one years, leaving one son, Henry Hosack, who is still living, and is of full age. Also that Maria L. Bell was married to Lewis Powell, and died leaving her husband, who is still living, and one child who died but a few months after her death; and that Mary'E. Bell died at thé age of twelve years; and that the other five children are still living.
It also appears that said Henry Bell, in his lifetime,, broirght ejectment in the circuit court of Ohio county against certain persons named Marlow, for the recovery of the tract of land in controversy in this suit, which said suit was pending and not finally determined until September 8, 1856, when by a decision of the supreme court of appeals of Virginia, the judgment rendered by said circuit court in favor of Bell’s lessee • was affirmed. 13 Graft. 527.
It further appears, that soon after the decision by said supreme court of appeals, in said case, there were writs of possession issued by direction of the executor, which were not executed by the sheriff, for some cause not appearing.
It also appears, in behalf of defendant, that on the 23d day of November, 1871, Dr. Joseph H. Little and defendant made an article of agreement whereby the said Little, of Washington county, Pennsylvania, of the first part, agreed to bargain, sell and convey to defendant (Robert Humphrey) the party of the second part “all his right, title
It further appears that Eliza A. Buchanan, formerly Eliza A. Bell, and Joseph E. Buchanan, her husband, on the 14th day of November, 1868, by deed conveyed to said Joseph H. Little, in consideration of $ 1, all and singular of each and every of the interest or interests in the tract of land in controversy, “it being the interest or interests in said tract of land devised by the said Henry Bell, deceased to said Eliza Bell (now Buchanan) and her sisters Sarah A. Bell, Melvina E. Bell and Henrietta V. Bell, as willfully appear by reference to the last will and testament of said Henry Bell, registered,” &c. This deed contains full covenants of general warranty.
It also appears that Sarah A. Bell, Melvina E. Bell and Henrietta "V. Bell, on the 21st day of November, 1868, made a deed to said Little containing the same recitals as the deed last mentioned, and containing a grant in the following terms: “For and in consideration of the sum of twenty-five dollars to them, the said Sarah A. Bell, Melvina E. Bell and Henrietta "V. Bell, aforenamed, in hand paid, by the said Joseph H. Little, the receipt whereof is hereby acknowledged, have granted, bargained, sold, assigned, released, aliened and and confirmed, and by these presents do grant,” &c., “unto the said Joseph IT. Little, and to his heirs and assigns, all and singular • of'each and every of the interests in the said before-mentioned tract, piece, parcel, messuage or tract of land,” '(the land in controversy.)’ This deed also contains the
It further appears that both plaintiff and defendant claim the land in controversy under the title of Henry Bell, and neither party claims that the rightful title to the land in controversy was in any other person than said Henry Bell at his death.
The tract of land in controversy seems to contain about forty-four acres, as is shown by the plats in the cause, and is part of a larger tract conveyed by Daniel Cruger and wife to Henry Bell, by deed dated the 17th of December, 1835.
This suit was commenced on the 20th day of February, 1873, and the declaration was filed in the clerk’s office of the circuit court of Ohio county on the first Monday in March, 1873.
To the plaintiff’s declaration the defendant pleaded not guilty and issue was thereon joined. Afterwards, on the -day of November, 1873, the cause was tried before a jury in said circuit court, and the facts hereinbefore stated were substantially proven before the jury sworn to try the issue joined, and the jury found a verdict for the defendant, upon which the circuit court rendered judgment against the plaintiff, and in favor of the defendant. During the trial and after the evidence proving, substantially, the facts aforesaid had been given to the jury, and before the jiiry retired to consider-of their verdict, the plaintiff moved the court to instruct the jury as follows, to-wit: “The will of Henry Bell gives the fee simple to the executors upon a trust to sell, which title remains until such sale is made; and if the jury believe from the evidence that the real property in the plaintiff’s declaration mentioned belonged to the said testator, at his death, and is no part of the land which he in his will calls the “Home Farm,” and that it has never been sold by the executors or the survivor of them, or by the administrator; (the present plaintiff,)
The plaintiff filed three bills of exception to the said rulings of the court which appear in the record and are designated as “bills of exception” Nos. 1, 2 and 3.
Bill of exceptions No. 1, is as to the refusal of the court to give the said instruction asked by the plaintiff.
Bill of exceptions No. 2, is as to the instruction given to the jury by the court.
Bill of exceptions No. 3, is as to the court refusing to grant a new trial of the cause.
On this state of the case it is now for this Court to determine whether the circuit court erred in any of its rulings or judgments covered by said bills of exception. There is really but one question to be determined in this cause by this Court, and that question is purely legal, and involves the construction of the will of Henry Bell, de
. In the absence of any express words of limitation (to heirs) sufficient to carry the legal inheritance, the estate
All the authorities seem to admit that the intention of the the testator is the prevailing consideration in applying all rules of construction. But to this rule there arc several well defined and pertinent qualifications, among which are these : First. The first universal qualification of this rule is that it is the intention of the testator ex-jiressed in the will; and this must be judged of, exclusively, by the words of the instrument, as applied to the •subject matter and the surrounding circumstances. Second. When the general intent of the testator is clear, and it is impracticable to give effect to all the language of the instrument, expressive of some particular or special intent, the latter must yield to the former, but every expressed intent of the the testator must be carried out where it can be. And the general intent overrides all mere technical and grammatical rules of construction. But the court cannot remodel the will in order to meet a contingency not in the mind of the • testator. Third. In seeking for the expressed intention of the testator, his words are to receive that construction and interpretation which a long series of decisions have attached to them, unless it is very certain they were used in a different sense. Fourth. A clearly expressed intention in one portion of the will is not to yield to a doubtful construction in any other portion of the instrument. Fifth. It is a settled rule, too, in the construction of wills, that the existing1 punctuation is not regarded, if any change in that respect will tend to bring out and render the meaning of the instrument more obvious and unquestionable. Sixth. It is no valid objection to carrying out
In the case before us the testator, in the fourth item of his will, expressly states it to be his “will and intention, that all his real estate” of which he is possessed or entitled to have in law or equity, at his death, shall be sold by his executors, or the survivor ofthem, or the one qualifying and undertaking to act, for a fair and reasonable value, getting the most that can begot; and to effectuate
The fifth clause to some extent qualifies the fourth in case of the happening of a future event, to-wit: his wife having by him a son, other than his son Moses, before or after his death. On the birth of such son, then the home farm and the Mary Hosack farm to be divided equally, in the manner specified, by the executors, between such son and his son Moses. But it further provides that if his wife have no other son, (that is son other than Moses,) by him, then the home farm to go to his son Moses, and the Mary Hosack farm to pass to his executors and be sold as directed in regard to his other lands. And if his wife should have another daughter by him, he directed that such daughter should share with the mother and the other six children, of the personal property directed to be sold, and also share equal with his other daughters in his property, which by the will is given to his daughters.
The seventh clause provides that the net proceeds of the lands “given” to his executors to be sold, be given to his daughters and divided among them share and share alike. The proceeds of the sale to be put out at interest by his execiitors, on good real security and the share of each paid to her when she is married or twenty-one years of age, as either event may happen first — also, that if any one of his daughters should die without being, or having been, married, and under the age of twenty-one years, that her share shall go to the surviving sister or sisters — Also, that if another son should be .bqrn alive, that in case one of his sons dies without being married, or having been married, and under the age of twenty-one years, the- said home farm, in such case, to go to the surviving son, and the Mary Hosack farm to go to his executors or the survivor of them, or the one qualifying, and be sold, and the proceeds thereof be di
From this, it is evident that the power devised to the executors by the testator is not a mere naked power, but is a power coupled with an interest; that the land is devised to the executors in fee-simple, in trust to be sold and the proceeds of the sale to be paid to the daughters as specified; that the devise to the executors of the land broke the inheritance, and it is plain that such was the intention of the testator.
‘It is, furthermore,’apparent that the general intention of the testator was to give to his son or sons, land, and to his daughters, who were numerous, money and not land; that it was his general intention that the land devised to his executors to be sold, should be sold, and that the net proceeds of sale go to his daughters as stated; that the land should not be divided in kind among his daughters, but that the money arising from the sale thereof should be. It is true that he expresses the wish and directs that the proceeds of certain of the lands, including the land in controversy, should be paid to each of the daughters on their arriving at the age of twenty-one years or becoming married, which ever should first happen. But there is no express provision in the will requiring the sale of the land within any prescribed time, or directing or requiring the executors to convey the land to the daughters, or any of them, in any event or under any circumstances.
At the time the testator made his will he could not have contemplated that the land in controversy in this suit would be sold very shortly after his death, as it was then in litigation, and the right or title thereto undetermined, and the eldest of his daughters was, at that time, near eighteen years old. The suit which was pending at the testator’s death about the right to this land was
First. He cited Perry on Trusts, 730, and 4 Edwards Ch., (N. Y.:) “But even a discretionary power cannot be exercised after all the purposes of the power and trust have been satisfied.” I think I have shown that the power ,devised in this case is not a mere naked power, and that all the purposes of the power and trust have not been satisfied.
Second. Pie argued, that under the will, the executors had a discretionary power as to time of sale, &c., until the purposes of the trust were satisfied; that is, until the majority of the daughters, when the purpose having been satisfied, the’discretion failed, and no power remained in the executors to sell. And, to support this proposition, he cited Perry on Trusts, 731 ; Jackson v. Jansen, 6 Johns. (N. Y.,) 73; Sharpsteen v. Tillou, 3 Cowen (N.Y.) 651, and other authorities. I think I have already answered this proposition, by showing that it is not applicable to the power and interest devised bjr the will in question, to the executors. In the case in 3 Cowen, the power devised was a mere naked power— the inheritance was not broken, and it was held, that the objects of the testator having been, in a great measure, defeated, and his intentions in giving the power frustrated, the power itself failed, and the real estate descended to the heirs at law. But it was also held, in the same case, that “the purposes of a testator, in giving a power by his will to sell real estate, must be ascertained from all the provisions of the will; and the objects of the power must be considered in connection with the power itself.” The devisees of the will under consideration, are, materially, different from that in the case in 3 Cowen. In the case of Lessee of Nahum Ward v. Jacob Barrows, 2 Ohio St. 241, the testator devised to his wife one-third of his estate, and directed that the residue be equally divided between his four children, by
The case of Campbell v. Prestons, was this: P., by her will, devised to T., certain real estate, in- trust for her daughter S., the wife of F., with instructions to T., “to permit her said daughter to occupy and enjoy said property, should she prefer doing so ;” and, should she survive her husband, T. “shall convey the said property in fee simple,'to her and her heirs.” 8- "was put in possession of the property, and in the lifetime of her husband, conveyed the property to H., the husband not joining in the deed; and after his death, she re-acknowledged the deed, and H. received possession of the property. H. afterwards conveyed to C., and T. brings ejectment against C. to recover the property, and the court held: that, “by the will of P., S. acquired at once, on the death of P., an equitable estate in fee simple, in the property, with the absolute right of possession for her own use; and on the death of her husband, to an absolute conveyance thereof to her, in fee simple, which was a breach of trust in the trustee to withhold; and she could have enforced this right at any moment after the death of her husband; that her rights passed by her deed to II., and by the deed of H. to C., who stood thereafter in the shoes of S., and he could no more be ejected at the suit of T., the trustee, than S. could before her conveyance.” — 22 Gratt., 396.
It is not difficult to perceive that this case is, totally, unlike the case at bar. The whole duty of the executors had not been performed, nor has the whole purpose of the devise to the executors been accomplished. The twenty-first section of chapter ninety of the Code does not apply to the case, as it appears, even if notice had been given, according to the twenty-third section, which
In the case at bar, I have shown that it was not the intention of the testator that his daughters should take the legal estate and the legal estate was not devised to the executors in trust for them, but it was devised to the executors not that they should have the use, or receive, and enjoy the land, but to be sold by the executors, and the net proceeds of sale — money, personal estate — and not land should be received by them.
Entertaining the views I have expressed, as to the intention and purposes of the testator in devising the land in controversy to his executors and the legal character and effect of the devise, I think there is error in the judgment of the circuit court, now here in review. The instruction asked for by the plaintiff set out in bill of exceptions No. 1, would, in ordinary cases, be held to have been properly refused by the court, not because it does not propound the law correctly, in the abstract, in this case, but because of the form in which it was asked to be given. In many cases if the court were to give an instruction in the form of this instruction, it would be error, because the court in so doing would derogate from the true province of the jury as to the determination of
And, as I think the instruction asked by the plaintiff, propounds the law applicable to this case correctly, in substance, and the defendant could not have been prejudiced by the form in which it was asked, the court erred in refusing to give the- instruction to the jury as it was asked, and erred in giving to the jury the instruction it did as set forth in bill of exception Ho. 2.
The verdict of the jury is contrary to the law and the evidence, and the court erred in refusing to set aside the verdict of the jury, and grant a new trial as asked by the plaintiff as set out in the third bill of exceptions. For these reasons the verdict of the jury rendered in this cause must be set aside and the judgment of the circuit court rendered thereon reversed and annulled and a new trial granted in the cause, and the appellant recover against the appellee his costs in this Court expended.
And this Court proceeding to render such judgment as the court below ought to have rendered, it is considered by this Court that a new trial be granted in this cause, the costs of the former trial to abide the final result of the suit, and this cause is remanded to the circuit court of the county of Ohio, for further proceedings therein to be had according to law.
Judgment Reversed, Yerdict Set Aside and Hew Trial Granted.