93 Tenn. 1 | Tenn. | 1893
Wilkes, J.
The main purpose of this first-named cause is to have the Court construe the wills of John B. and William H. Robinson, devising property valued at over $100,000.
The original bill was filed by Alston Boyd' and wife, Leila R. Boyd, Alston Boyd as administrator de bonis non of John B. Robinson, deceased, and
The bill was sworn to by Alston Boyd, on October 16, 1889, and, on the same day, a motion was made for an injunction restraining the defendant from removing or opening the iron safe of W. H. Robinson, and removing therefrom all of the valuable papers of W. H. Robinson and John B. Robinson, Sr. Upon hearing the application, on October 17, 1889, the Chancellor overruled the motion for an injunction.
As no injunction was obtained, complainants prepared an amendment to the original bill, and the two, being attached, were together filed as one bill, on January 15, 1890.
The complainants averred that John B. Robinson died in 1885, having first made his will, by which he directed as follows:
“item Second. — I give .and bequeath all my estate, real and personal, of every description and wherever situated, absolutely, to my sons, William Henry Robinson and John Beverly Robinson, Jr., to be equally divided between them. In case of the death of either of my sons before my death, leaving children born in lawful wedlock, then his
“Item Third. — In case of the death of both of my said sons, neither leaving children born in lawful wedlock, then I give my whole estate to my daughter, Mrs. Leila Boyd, the personalty to her absolutely, the realty to her sole and separate use for life, with remainder over to her children.”
The bill averred that testatoi’’s two sons, mentioned in. this item of the will, had both survived the testator and then died, after attaining their respective majorities, without any children, and therefore complainants were entitled to the estate of John B. Robinson, Sr.; that William H. Robinson died two years after the death of his father, namely, in 1887, having first made his will, the second item of which is in these words: “I give all of my estate of every kind, real and personal, and wherever situated, to my brother, John B. Robinson, and his lawful heirs. If he dies without such heirs, then I give every thing to my sister Leila Boyd, the personalty to her absolutely and the realty to her for life, with remainder over to her children;” and that the said John B. Robinson, Jr., mentioned in this item of the will, had, two years after the death of his brother, namely, 1889, died without leaving any child him surviving,
The hill further avers that the said John B. Robinson, Jr., by his last will, devised cverv thing of which he was possessed to his wife, Eula C. Robinson (now Earnsworth), and that the said John B. Robinson, Jr., being in possession of the estates of bis father, John B. Robinson, Sr., and his' brother, ‘W. II. Robinson, under their wills, the possession passed to the said Eula C. Robinson (now Earnsworth), who refused to give possession to the complainants to any part of the estates either of John B. Robinson, Sr., or W. II. Robinson, she insisting that the limitations over in the wills of these two testators in favor of Mrs. Boyd and her children were void, and that John B. Robinson, Jr., took a fee both in the estate of his father and his brother.
The bill avers that John B. Robinson, Sr., was a man of great prudence and skilled in business affairs, and that, having received by his wife (Mrs. Boyd’s mother) soon after his marriage, some ten thousand dollars in cash, and, using this as a nucleus, he had from time to time invested’ and reinvested, and by his speculations and trades had accumulated a large estate, and that in the fifties he began taking title to this property, either in his name, as trustee for his wife and children, or
In. 1873, Leila Boyd intermarried with Alston Boyd, by whom she had five children, all living at the date of the filing of the bill, and two of whom had been born prior to the year 1877.
In April, 1877, a family settlement was had with regard to the entire trust estate, the immediate cause of the settlement being an application of Mr. and Mrs. Alston Boyd to have set apart to Mrs. Boyd, -in severalty, her one-fourth of the trust estate, there being, at that time, four children of John B. Robinson, Sr., namely: John Douglass Robinson, Leila R. Boyd, William II. Robinson, and John B. Robinson, Jr.
At this date, Douglass and Leila were over twenty-one years, W. IT. ‘was twenty and Jno. B., Jr., was thirteen years of age. Valuations were put upon all of the trust estate, and the indebtedness of the estate 'was then set out, amounting to something over $>10,000. Mrs. Boyd was required to account for what she had theretofore received.
John B. Robinson, Sr., put in certain personal property disclosed by the bill, and insisted that as to a part of the property he had a life-estate, and
A bill was filed in the name of John B. Robinson, Sr., Alston Boyd, and his wife Leila, in order to ratify and confirm the family settlement, and to have set apart to Leila Boyd one-fifth of the estate, she having selected the house and lot on Front Street as her one-fifth of the entire estate, and agreed to pay her father $4,400 in order to equalize her share with the others, which she after-wards did. That while the agreement was, in fact, that Mi’s. Boyd should receive only one-fifth, and while she only received this amount, yet the chancery proceedings were so conducted as to make it appear to the Court that she was in truth receiving one-fourth thereof.
IJpon the death of Douglass Robinson, litigation sprung up between John B. Robinson, Sr., and his
In this division no distinction whatever was taken with regard to any of the property owned by them, or the source from which it came, and there was thrown into the division thirteen acres •ot land owned by John B. Robinson, Sr., near the National Cemetery, and which had never belonged to the trust estate.
That the brothers. remained in possession of the property received by each in the division of 1886, until the death of W. II. Robinson, and thereafter John B., Jr., continued in the possession of the entire estate to his death, after which time his widow succeeded him, and refused to allow Mrs. Boyd to enter and Take possession of the estates of her father and brother, under the wills above named, claiming that the limitations over in her
During the pendency -of the present suit, namely, on November 12, 1891, the posthumous child and ■only heir at law of John Douglass Robinson, filed her bill against the eomplainauts, E. C. Robinson (now Farnsworth) and Alston Boyd et al., in which she insisted that, by the terms of the deed made by John B. Robinson, Sr., in 1859, in which he conveyed to Ms wife for life, with certain limitations over to her children, the property on Main Street, commonly called the “trunk store,” J. D. Robinson had a mere life-estate, and that, upon his death, she took a fourth interest therein, as purchaser under the deed of 1859, and not as heir ■of her father; and that,. by the terms of the same deed, upon the death of W. IT. Robinson, she took a third of his interest in said lot; and, likewise, upon the death of John B. Robinson, Jr., -she took a half-interest in said lot; and she prayed for a writ of possession, for an account of back rents, and for the establishment of her title, etc.
Answers were filed by all of the defendants, and the cause was regularly put at issue; but, in order that the whole subject-matter of the litigation might be settled in the present - case,, an amended and supplemental bill was filed herein, on -January 11, 1892, setting up the filing of the bill in Robinson v. Robinson, making said Annie Douglass
In the case of Robinson v. Robinson, said Annie-Douglass also insisted that she took as purchaser, under another deed of Newton Ford and others to-John B. Robinson, the lots situated at the corner of Main and 'Winchester Streets. But, as -to this property, in the division of 1886, half thereof fell to John B., Jr., and half to W. II. Robinson, while, as to the “trunk store” lot, the whole-thereof fell to W. II. Robinson.
The first amended bill also brought before the-Court Dennison and wife-, and .relief was prayed against them upon the following facts stated briefly: That W. II. Robinson had purchased a claim owned by A. P. McNéal, administrator, etc., against J. P. Caruthers, which, claim was a lien upon certain real estate near the city of Memphis; that one B. M. Stratton was jointly interested with said Robinson in the profits of the venture; that before the death of Robinson, McNeal and Stratton conveyed their interest in the claim to said W. EL
The bill showed that W. JEL Robinson had acquired considerable' property after the division between himself and his brother in 1886, and that he had sold a part of this property to Patterson and Cooney, receiving a part of the consideration in cash, and the balance being on time; that John B., Jr., as executor of W. II. Robinson, had collected of Patterson and Cooney a considerable amount due on their purchase, and that a considerable amount still remained due and unpaid, as to
The prayer of the bill was for a construction of the wills of John B. Robinson, Sr., and William H. Robinson, and that the limitations over in said wills to the complainants be declared good and valid, and that complainants be put into possession of the estates of said John B. Robin sou, Jr., and William H. Robinson; that,, under and by the family settlement of 1877, John B. Robinson, Sr., be declared to have had a child’s interest in the entire trust estate, and that this be ascertained and complainants put in possession thereof; that the defendants be charged with all rents from the date of the death of John B. Robinson, Sr., for an accounting and general relief.
In the case of Porter v. Boyd, the Planter’s Insurance property, under a bill by D. T. Porter against all of the persons claiming to be heirs or devisees of W. IT. Robinson, was sold, said Porter and Robinson having been tenants in common of this property. At the sale Alston Boyd became the purchaser of the property at the sum of $51,-000, and the half thereof going to the representatives of W. II. Robinson is in Court, to be disposed of by decree in this cause.
The case of Levy v. Robinson, was a bill filed by Levy against E. C. Robinson (now Farnsworth), and Alston Boyd and wife, in which Levy averred
’ The case of Malone v. Boyd was a hill brought by Malone to sell a lot on Orleans Street which he and W. -IL Robinson owned in equal moieties as tenants in common. The land was sold for partition, and the proceeds ($1,950) are now in the hands-of the Clerk and Master of the Chancery Coui’t, to be disposed of under a decree in this case.
The case was heard before his Honor, Chancellor W. D. Beard. The result was that the 'Chancellor ruled as follows:
1. That under the third item of John B. Robinson’s will, Mrs. Boyd took a life-estate in all of his-realty, with remainder in fee to her children; and, as to the personalty, Mrs. Boyd took an absolute-estate, and that she was entitled to collect the rents from the realty from the death of her brother,, John B. Robinson, Jr.
3. As to the rents which had accumulated in Court from this “trunk store” property, in the case of Levy v. Robinson, the same was ordered transferred to the credit of this cause, there to be disposed of under the principles of the decree herein — namely, Mrs. Boyd to take eight-ninths and Annie Douglass Robinson one-ninth of the rents.
4. As to the fund in Court arising from the sale of the Planters’ Insurance building, sold in the case of Porter v. Boyd, it was decreed to be treated as real estate, Mrs. Boyd to have a life-estate therein, remainder to her children.
5. That the fund arising from the sale of the Orleans Street property, in the partition suit of Malone v. Boyd, was to be treated as real estate, and disposed of as the fund in Porter v. Boyd.
6. The bill was dismissed as to Dennison and wife, the Court holding that John B. Robinson,
7. In pursuance to the ruling made next above (Eo. 6), the Chancellor declared that there was no resulting trust against Mrs. Earnsworth as to the 3.83 acres Caruthers land, but further held that the estate of John B. Robinson, Jr., was chargeable with whatever might be the interest of Wm. H. Robinson in the claim purchased from the Bills’ estate against this Caruthers property, to the extent it was used by John B. Robinson, Jr., in the purchase of the Caruthers place.
8. In so far as the bill sought to recover the one-fifth interest, or child’s share, which it was claimed John B. Robinson, Sr., had in the trust estate under the family settlement of 1877, or in so far as alternative relief was sought, to the effect that in case the family settlement was not enforced, then that compensation be made for the repudiation of the same, the bill was dismissed.
9. It was adjudged that, inasmuch as Annie Douglass Robinson, in the case of Robinson v. Robinson, should recover a one ninth interest in what is known as the “ trunk store,” it would result in a loss to Mrs. Boyd to that extent, the Chancellor decreed that, under all the circumstances of the case, it would be equitable to make this loss fall
10. Upon the same equitable principles, inasmuch as Mrs. Farnsworth would lose the thirteen acres of land which formerly belonged to John B. Robinson, Sr., the Chancellor ordered that one half of this loss should be charged to Mrs. Boyd.
11. The Court ordered a reference to' the Clerk and Master to take proof and report: (1) What the personal estate of John B. Robinson, Sr., consisted of. (2) Of what did the personal estate of William IT. Robinson consist. (3) What rents Mrs. Farnsworth had collected from the real estate belonging to the estates of John B. Robinson, Jr.r and William H. Robinson. (4) What debts of William IT. Robinson were paid by the executor, John'B. Robinson, Jr. (5) Tie was directed to report on all other matters of charge aud discharge equitably existing between the parties.
On August 17, 1892, Mrs. Bula C. Robinson (now Farnsworth), individually and as executrix of John B. Robinson, Jr., and L. B. McFarland, executor, prayed a broad appeal from the foregoing decree. Annie Douglass Robinson also appealed. The Boyds did, not pray an appeal, but sued out a writ of error, and assign as error to the action of his Honor, the following:
1. In dismissing the bill as to Dennison and wife.
3. In dismissing the bill as to the one-fifth interest of John B. Bobinson, Sr., in all the property involved in the case, as shown in the decree.
4. In adjudging and decreeing that the limitations of the deed of November 1, 1859, from John B. Bobinson to Elizabeth B. Bobinson were valid, and that, under the deed, Annie D., the child of John Douglass Bobinson took or was entitled to receive one-ninth of the lot on Main Street, in Memphis, known as the “trunk store” lot, or any interest in or share of it whatever; and in adjudging and decreeing that the complainant, Leila Boyd, and her children were not the true owners of and entitled to this entire property.
5. In adjudging and decreeing that Eula 0. Bobinson was entitled to recover of complainant, or to be compensated for the one-half of the value of the thirteen acres of land that formerly belonged to John B. Bobinson, Sr.
6. In adjudging and decreeing that Annie D. Bobinson was entitled to recover any share of or interest in the “trunk store” lot.
The holding of the Court as to the two deeds, the one to the Winchester lot and the other to the Main Street lot, was assigned as error for Mr. Bobinson. The Court held that these two deeds had been construed in the two cases of Annie D. Bobinson against John B. Bobinson, Sr., et al., and
The action of the Chancellor in decreeing this one-ninth interest to Annie D. Robinson in the Main Street lot was assigned as error.
The Court further construed the wills of John B. Robinson, Sr., and W. H. Robinson. Under this construction, it was held that the real and personal property of both John B. Robinson, Sr., and W. H. Robinson, on the death of John B. Robinson, Jr., passed to Mrs. Boyd and her cliil-
Various assignments of error were made on behalf of Annie Douglass Robinson, all of which have been duly considered in the cause of Annie D. Robinson et al. v. Eula C. Robinson et al., heard herewith. It is claimed the Court erred as follows :
1. In that it adjudged that complainant was, in legal effect, a party to the cause of John B. Robinson v. Annie D. Robinson et al., No. 3210, R. D., of said Court, and was party thereto in such a capacity, and under such state of pleadings therein that her interest in the properties involved in this cause and controversy are concluded by the proceedings and decrees in said cause.
It is insisted that complainant was not, in legal effect, a party to said cause at all, the bill having been filed before her birth, and she having been made a defendant thereto by a mere order of Court, without any supplemental or additional pleadings, reciting the fact of her birth, and ordering summons to issue requiring her to appear on or before a named rule-day. The said order was void, and complainant was never legally made a party to said cause.
2. If complainant was ever legally made a party defendant to said cause, she was made such defendant only as the heir at law of John Douglass Robinson, her deceased father, and not in her ca-
3. The said cause, ETo. 3210, being a bill filed to administer the estate of John Douglass Robinson as insolvent, could not be used for the purpose of settling questions of conflicting title to the estate belonging, or supposed to belong, to the intestate.
4. 'Whether it be true or not that an insolvent bill in chancery could be used for the purpose of settling conflicting and hostile claims of title, it was not, in said cause Do. 3210, undertaken to be -used for that purpose within the proper meaning of the pleadings, proceedings, and decrees in that cause, the Court intending only by the proceedings and decrees therein to sell the property there involved on the assumption that they belonged in fee-simple absolute to John Dougla-ss Robinson, but without an adjudication to that effect as against this complainant’s interest as purchaser under said deeds, the record not showing any such adjudication against this petitioner, but, on the contrary, that the intent was to sell the interest of the intestate’s heir therein as heir, without undertaking to determine, as against this complainant’s claim as purchaser, what that interest was.
Said record fails to show any pleadings, issue, or adjudication as to the claims of this complainant as purchaser under said deeds.
5. The proceedings and decrees in said cause
6. This complainant having prosecuted a broad appeal in said cause Eo. 3210, the decrees rendered therein were thereby vacated. The effect of the record, therefore, upon the interests of this complainant under said deeds, Exhibits A and B, must be determined by a consideration and determination of the true intent, meaning, and legal effect of the decree rendered by the Supreme Court of the State in said cause. That decree was a consent decree, based upon a contract of compromise.
The evidence herein shows that said contract of compromise was not intended to affect the interests of complainant in the properties involved in said cause Eo. 3210, except in her capacity as heir at law of her deceased father, John Douglass Robinson. The said contract of compromise, construed in the light of the contents of said record Eo. 3210, R. D., and of the record of C. W. Metcalf, guardian, v. Annie D. Robinson, No. 5700, R. D., of said Court, will not be construed as meaning more than a final cession and surrender of all of the matters involved in said litigation affecting this complainant (defendant herein) as the heir at law of her said father.
The said decree of this Court affirming the decrees of the Court below will be construed, and the
7. The Court below, in and by the decree therein entered, adjudged that the petitioner was entitled as purchaser, under said deeds, Exhibits A and B, to a four-ninths interest in said property on Main Street, near Monroe, and a one-third interest in said property at the corner of Main and Winchester Streets; that such interests, not coming to her by descent from her father, were not subject to sale for the payment of her father’s debts; and that the decree for sale thereof, made in said cause No. 3210, was erroneous. The said error — if the record and proceedings in said cause No. 3210 be taken, as was done by the Court below, as an adjudication against the claim of petitioner as purchaser under said deeds — was error apparent; and, both because petitioner was then an infant and because said error was and is error apparent, the decrees in said cause No. 3210 should have been reviewed and corrected to conform to the rulings made bjr the Court below as to the’ original rights of petitioner in said property.
Petitioner should not have been precluded from relief on this aspect of the case by the fact that said decrees in No. 3210 were affirmed by this
8. The Court below should have decreed in favor ■ of this complainant to the extent of a two-thirds interest in the property on Main Street, near Monroe, and of a one-third interest in the property at the corner of Main and Winchester Streets, under the last paragraph of the amended bill, the substance of -which is that if the contract of compromise and the decree of the Supreme Court of the State entered thereon be held broad enough, in their general terms, to embrace and conclude the interests of this complainant as purchaser under said deeds, such contract and decree ought to he set aside and reformed to that extent, upon the ground that the said coutract was made, and the .said consent given by' mistake on the part of the representatives of this complainant, and in ignorance of the material facts involved; and upon the further ground
9. The Court erred in holding that the limitation over of the interest vesting primarily in John 33. Robinson, Jr., was void, because violating the •rule against perpetuities.
A very able, exhaustive, and ingenious argument is made to sustain these assignments, and to protect the interest of Annie Douglass Robinson, which has been carefully considered, and to which due weight has been given, but which we cannot set ■out at length iu this opinion. Without attempting to dispose of each of these matters seriatim, we •only deem it necessary to pass upon the controlling features.
First. — The family settlement made in 1877, should be sustained in every respect, and all rights growing out of the same should be rigidly enforced.
Family settlements are always sustained in Courts of Equity, unless it clearly appear that there is manifest error; and, even in case of persons under disability, will not be disturbed after a long lapse of time, and the accrual of other rights thereon. Summers et al. v. Wilson et al., 2 Cold., 469; Williams et al. v. Sneed, 3 Cold., 533; Farnsworth v. Dinsmore, 2 Swan, 38; Owen and wife v. Hancock, 1 Head, 563; Reynolds v. Brandon, 3 Heis., 593; An
Annie Douglass Robinson is bound by the decrees made in the causes of Annie D. Robinson v. Jno. B. Robinson et al., No. 3102, rule docket No. —, and Jno. B. Robinson, Adm’r, v. Annie D. Robinson et al., No. 3210 rule docket, and C. W. Metcalf v. Annie D. Robinson et al., No. 5700 rule docket.
She was properly before the Court in these causes. The pleadings in the first-named case referred to her as an unborn child and necessary party. In one case she was made complainant by next friend, and in the others she was served with propess, and represented by guardian ad litem. In each case it was necessary to determine the, interest of Jno. D. Robinson in the real estate, in •order to determine in the one case the lands in which the widow was entitled to dower, and in the other to determine what lauds were subject to be sold for the debts of Jno. D. Robinson. In both cases the Court must necessarily have passed upon the x-ights of the minor child, and in the last-named case the iuterest of the minor was the special matter under consideration.
The prayer for the construction of the two deeds was sufficient to give the Court authority to construe them; and whether it construed them according to the present contention is not now material.
The pleadings in 'the consolidated causes raise
Annie I). Robinson was a party to said proceedings, not only as heir, but. also as child of John D. Iiobinson by apt designation, if that be material, which it is not necessary to determine. She was, however, described before the Court for all the purposes essential to determine her interest and dispose of the property in controversy.
Even if the Court’s attention was not actually called to the particular points now made in argument on behalf of the minor, Annie H., still that would not prevent the decree rendered from being conclusive as to the parties in said consolidated causes.
The rule is that the pleading of res adjudicata applies, except in special cases, not only to the points upon which the Court was required by the parties to form an opinion and pronounce judgment, but to every point which properly belongs to the subject of litigation, and which the parties, exercising a reasonable diligence, might have brought forward at the time. Beloit v. Morgan, 7 Wall., 623; Nicholson v. Patterson, 6 Hum., 394; Thompson v. Blanchard, 2 Lea, 528; Parks v. Clift, 9 Lea, 524; Nolan v. Cameron, 9 Lea, 234; Embry v.
Besides, after decree in these consolidated causes, and pending appeal in the Supreme Court, on application of her regular guardian to the Chancery Court, she was permitted to compromise and receive a large consideration for, and in settlement of her interest involved. This was fairly done, and it. does not matter that the consideration, on a better view and investigation, was inadequate. There was no fraud, and she was bound by this settlement, ■and the decree of the Court below in the case of Annie D. Robinson v. Eula C. Robinson et als. is in all things affirmed.
The Chancellor erred in the construction of the will of John B. Robinson, Sr. This will is as follows:
“Item Second.- — I give and bequeath all my estate, real and personal, of every description,' and wherever situated, absolutely, to my sons, William TI. Robinson and John Beverly Robinson, Jr., to be equally divided between them. In case of the death of either of my sons before my death, leaving children born in lawful wedlock, then his share to his child or children, as the case may be. But in .the event of the death of either of my two sons before reaching his majority, or in the event of his dying intestate and without children born in lawful wedlo'ck, then his share to his surviving brother.
The second and third items must be construed together, and in the light of the whole will and the circumstances surrounding the parties at the-time. "When so considered, we are of opinion that the testator intended to divide his property equally between his two sons, and that each should take title in fee-simple; conditioned to be defeated upon the happening of two contingencies: First, dying without children; and, second, dying without making a -will. If either son should die leaving children or leaving a will, his estate was at. once freed from all conditions and limitations, and became absolute.
It was only in the event that both contingencies occurred, to wit, the dying without children and without a will, that the limitation over was to take effect. The brothers stood upon the same-footing, and the right of either to dispose of his-property by will was not abridged or affected in any -way 'by the fact that he survived his brother. The limitation over to Mrs. Boyd was defeated as-to the share of either when such one died leaving-a will disposing of his property. Under the facts in this case, the devolution of the property of John B. Robinson, Sr., after the death of both his sons,.
The share of John B. Robinson, Jr., passed under his will to his widow. The share of W. EL Robinson passed under his will as hereinafter indicated. Under the construction placed on this will by the Chancellor, the son last dying without issue is deprived of the power of disposition by will. But we think no such distinction was intended.. The power to will was given equally to each son. Ro reason can be assigned why the' one last dying-should be deprived of such power simply because he was survivor. It was evidently the intention of the testator to carry the property over to his daughter only in the event of both sous dying Avithout issue and intestate.
The last clause provides that in case of the death of both sons, neither leaving children, then the estate is to go to Mrs. Boyd.
ROAAr, if this clause is literally construed, it is. utterly destructive of the prior provisions of the will. Eor instance, if William IT. Robinson had willed his interest in the property absolutely, immediately upon his death, his devisee Avould have taken possession of the property, under his will,, and the power of John B. Robinson, Jr., to will
All these difficulties will be obviated, and each clause of the will reconciled by a different construction, and the manifest intention of the testator carried out. The testator manifestly intended that if either of his sons arrived at majority, then he might dispose of his interest in the property by will. But, if he died without making any will, and without any children surviving him, then his 'interest should go to Mrs. Boyd, and, of
It was contended that John B. Robinson, Sr., never intended that either of his sons should have the right to will any of his property, to a stranger. That is to say, that neither son could make any will under which any portion of the property could be willed away from the blood of John B. Robinson, Sr. This proposition is clearly erroneous. For instance, suppose ¥m, ’ H. Robinson had manned and died without children, and left a will devising all his interest in the property to his widow, and then John B. Robinson had died, leaving children surviving him; clearly, in such an event, Mrs. Boyd could take nothing under the will, because the contingency of both sons dying without children would not have occurred, and thus we have a case where part of the property by the will of one brother would have been carried to a stranger to the testator’s blood.
We are of opinion that the shares of W. H. Robinson and John B. Robinson, Jr., in their father’s estate passed, by the will of each, according to its terms and provisions, and was not any further controlled by the will of John B. Robinson, Sr.
We come next to consider whether, under the will of W. PI. Robinson, his property — whether derived from his father or from his own labor— passed to John B. Robinson, Jr., absolutely, or
The second item of his will says: “I give all my estate of every kind, real and personal, and wherever situate, to my brother, John B. Robinson, Jr., and his lawful heirs.”
It will be conceded that if the will had stopped at this expression, then John B. Robinson, Jr., would have taken a fee-simple estate absolutely upon the death of W. IT. Robinson.
But the item proceeds: “ If he dies without such heirs, then I give every thing to my sister, Leila Boyd, the personalty to be hers absolutely, and the realty to belong to her for life, with remainder over to her children.”
The word “ such ” refers to, and is correlated with the word “ lawful,” and the item is properly read, “If Jno. B. dies without lawful heirs,” then the limitation is to take effect.
The important question is, Shall we give the words lawful heirs their strict legal, technical signification of heirs under the .law. and next of kin, or shall we give it the meaning of children?
If the latter, the limitation to Mrs. Boyd would be legal, and take effect ; if the former, then the limitation 'would be void, and must fail.
The case of Middleton v. Smith, 1 Cold., 144, was decided by Judge McKinney, 1860. The Court says a devise for a daughter and a bodily heir is
The same doctrine was announced in the case of Kirk v. Ferguson, 6 Cold., 484 and 485. The gift was to Rachael Means and to her heirs, the natural issue of her body forever. This was held to create an estate tail, and to come under the provision of the Code above referred to. In this case, there was a limitation over, but it did not take effect.
The same doctrine was held in the case of Skillen v. Lloyd, 6 Cold., 503. In this case, the will gave to Yalentine Spring and the heirs of her body, for her sole and separate use during her natural life, certain real estate. The Court held that an estate tail was created, and the title vested absolutely in the devisee. It was sought to make a life-estate in the devisee, because 'of the words, “to her sole and separate use for life.” Under § 2812 (2006) of the Code, the Court held that she took a fee, only restricting the marital rights of her husband.
In the case of Wynne v. Wynne, 9 Heis., 308, it was held, Judge McFarland delivering the opinion of the Court, upon the following words in a will: “For the natural love and affection I entertain for my son, Peter D. Wynne, I do, at my
The limitation of an estate upon contingency of the first taker dying without issue or bodily heir or heirs, is bad, as being too remote an event to suspend a limitation. This is the view insisted on by Mrs. Parnswox’th. On the other hand, it is insisted that the testator used the word “heirs” as synonymous with the word “ children.” That he used it in this sense is apparent, for he says “if he die without such heirs, then I give every thing to my sister,” etc. It is also said the word “heirs” has been construed to' mean “children” in the construction of a deed, as in Grimes v. Orrand, 2 Heis., 298, 300; Read v. Fife, 8 Hum., 328. But in each of these cases the deeds couveyed lands in presentí to the heirs of a living person, and the Court properly held that a person in life -could have no heirs, and therefore the word “heirs” was not used in its technical or usual sense, when coupled with a present disposition, but must be construed as “ children,” so that we do not consider these cases as in point.
It is also insisted that in cases of wills in the main similar to this, the word “heirs” has been
It is , replied, however, and with much force, that while the rule is a technical one, which gives to the word “heirs” its technical legal sense, still it has grown into a rule of property as binding on the Court as would he a statutory enactment, and that the Court will not regard it as a mere matter of construction or intention; and it was so held in Polk v. Paris, 9 Yer., 234, and sustained as to the general principle of the force and effect to be given a rule of law in Turley v. Massengill, 7 Lea, 356; Hooberry v. Harding, 3 Tenn. Ch., 677, and other cases.
Rut in the more recent case of Armstrong v. Douglass, 5 Pick., 223, this Court said: “ Through the zeal of the Courts to prevent perpetuities, the words dying, leaving no legal descendants, and other like phrases, were long ago given a uniform and technical meaning, whereby they were held to import an indefinite failure of issue, and limitations over depending on them were declared inoperative and void. But, finally, to avoid an equally hurtful extreme, it became the practice of the Courts to explore the whole will, and lay hold of some other expression or circumstance, if necessary, to defeat the arbitrary meaning of such woi'ds, and thereby give force and effect to the
Looking at this entire will and all the circumstances surrounding the testator, it appears that at the time W. H. Kobiuson made his will, his brother, John B. Robinson, and his sister, Mrs. Boyd, were his only surviving brothers and sisters and next of kin. lie was attempting to provide for the contingency of his brother dying, leaving only his sister, Mrs. Boyd, surviving. He evidently contemplated that his sister, Mrs. Boyd, might survive his brother, J’ohn B.; and if we construe the word to mean children, then it is plain he intended Mrs. Boyd to take the property if his brother died without children. But, as Mrs. Boyd was his heir, we have him providing for her to take as his sister only in the event she was dead, as otherwise the brother would not die without heirs. In other words, if Mrs. Boyd were dead, so that she could not be heir, then she was to take under the designation of sister.
We think it very clear that W. H. Robinson, by his will, intended' his property to' go to his sister, Mrs. Boyd, in the event his brother, Juo. B. Rob: inson, died without children, and, under that will she takes all the property accumulated by W. II. Robinson in his life-time, and not disposed of by him, 'nor since used in paying his debts, as well
This holding is strictly in accord with the case of Franklin v. Franklin, 7 Pickle, 124, 134, in which the will of J. A. Franklin was construed, and which was almost' identical in its terms and provisions with the will now under consideration. In that case J. A. Franklin, by his will, gave to his brother, Edward R. Franklin, his entire estate, etc. The will contained this further provision: “In case he dies without heirs, I want my sister, Mrs. Adele Yan Bibber, to have it on the same conditions.”
It was held that the word “ heirs ” used in the will manifestly meant children, Mrs. Yan Bibber herself being an heir within the terms of the will, unless the word “heirs” there used was intended to mean children.
If the word “ heirs ” used in this will must be given its usual technical interpretation, we think it a proper case for the application of the rule laid down in the statute (Milliken & Vertrees’ Code, § 2815), providing for the construction of limitations made to depend upon the dying without heirs, and there is nothing in the will of "W. H. Robinson, when properly construed, which provides for a limitation, to take effect upon an indefinite failure of issue, but rather upon such failure at the death of W. H. Robinson.
The decree of the Chancellor is in all respects
The costs of the appeal in the case of Annie D. Robinson v. Eula C. Robinson et als., No. 8115, will be paid by the complainants in that cause, the other costs as adjudged below. The costs of the appeal in the cause of Boyd and wife v. Eula C. Robinson et als. will be paid by the complainants, Boyd and wife, and the other costs in that cause will be adjudged in the Court below, but none of it will be adjudged ag.iinst Annie D. Robinson.