44 S.C. 22 | S.C. | 1895
Lead Opinion
The opinion of the court was delivered by
Stephen Clayton conveyed, by deed, four hundred acres of land, situate in Pickens County, in this State, to his son, Alfred T. Clayton. The said Alfred T. Clayton conveyed the said land in fee simple to one William T. O’Dell in 1882, who is now in possession of thesame, and thereafter, in 1884, departed this life. The said Stephen Clayton departed this life intestate, on the day of June, 1879, and his heirs at law, the plaintiffs and all the defendants, except W. T. O’Dell, now seek by this action to recover the possession and thereafter for a partition, according to law, of the said 400 acres of land. The defendant contests their right to recover said lands from him, claiming to hold the same in fee simple. The contention has arisen from the absence in the deed from Stephen Clayton to Alfred Clayton, of the word “heirs.” It is admitted that the word “heirs” does not appear in the deed, but the defendant claims to avoid the effect of such omission of
The case came on for trial before his honor, Judge Wallace, and a jury at the fall term, 1893, of the Court of Common Pleas for Pickens County, and resulted in a verdict for the defendant, W. T. O’Dell, which ripened into a judgment, after which the. heirs at law of Stephen Clayton, deceased, appealed therefrom. And it is the grounds of this appeal we are now to consider. For the purposes of our consideration of them, they may be treated under these heads: First Was it error in the Circuit Judge to allow the witness, W. W. Clayton, to testify as to what passed between Stephen Clayton, grantor, and J. B. Clayton, the scrivener, at the time the former signed the deed to and for Alfred T. Clayton, the grantee? In this form, different phases of difficulty in the admission of this testimony is suggested by the appellants: (a) The deed was introduced and spoke for itself, (b) The witness was heir at law of Stephen Clayton, and not competent, under section 400 of our Code, (c) The testimony of this witness tended to vary and add to a solemn deed, (d) The testimony was not competent as stating the conversation between Stephen Clayton and J. B. Clayton, because such conversation was addressed to the witness as well as J. B. Clayton, (e) The witness ought not to have been allowed to testify, as he held a deed from Stephen Clayton, liable to the same difficulty as existed in that of Stephen to Alfred Clayton.
Now, when it is remembered that, under the testimony here offered, it was J. B. Clayton who produced the will which he requested his father, Stephen Clayton, to sign, and no connection is shown to have existed between J. B. Clayton and W. W. Clayton touching the will, and as the remarks of Stephen Clayton, whereby he gave his reasons for refusing to sign the will, were made to J. B. Clayton in the presence of W. W. Clayton, we cannot see wherein there was any communication or transaction of Stephen with W. W. Clayton that falls under section 400 of the Code.
We have frequently held that the charge of the Circuit Judge should be construed as a whole. In his charge to the jury in this cause, he had, in a previous part of his charge, said: “The allegations of the plaintiffs is that it (the title) did not pass out of Stephen Clayton by that deed, but that Alfred Clayton had a life estate in it, and at his death it reverted to Stephen Clayton. It is contended by defendants that Stephen Claytou intended that that deed should operate as if the word ‘heirs’ was there, and that that was the understanding of the parties, and that by a mistake of law that word was omitted, and that it can be supplied now by this court; and if you do supply it, that the title passes from Stephen Clayton to Alfred Clayton and to Mr. W. T. O’Dell, and that Mr. O’Dell has it now; and that, therefore, the plaintiff cannot recover. Now the defendants say it (word ‘heirs’) was omitted by a mistake of law. You remember testimony was put up on that subject as to the circumstances attending the parties at the time of the execution of the instrument and all that, all of the time intending to show that it was a mistake of law that that word ‘heirs’ was not inserted in that deed. Ignorance of law and mistake of law are very different. The same rule as to ignorance of the law in criminal cases applies as well in civil actions. He is bound, notwithstanding his ignorance. He is sometimes bound when he makes a mistake of law, but not always; and right there comes the clear cut distinction between ignorance of the law and the mistake from which the Court of Equity will relieve him. Now the courts have decided that a man may take up a statute and study it, and then make a mistake. It is the same way with a writteu instrument; if a man takes a deed or a will and reads it, and studies it, and acts upon it — assumed responsibility on what it means — and it turns out that his construction is erroneous, he is bound still, although it is a mistake of law. Now, on the other hand, where two parties attempt to effectu
Reduced to its analysis, the request of the plaintiffs we are now considering imputes error to the Circuit Judge for not having given to the jury his opinion of the sufficiency of the testimony. This course on the part of the Circuit Judge would have been an unconstitutional invasion of the powers of the jury. If the plaintiffs had desired a charge from the trial judge upon a hypothetical state of facts, they should have so framed their request. We are obliged, as was the Circuit Judge, to treat it in the form presented by the plaintiffs in their request to charge; We do not mean that such request
The matter which was the subject of defendant’s effort in his proof, and the law he sought to apply thereto, was this: that it was the understanding of Stephen Clayton and A. T. Clayton that he could convey by deed an absolute estate in the lands over which this contention is now made to the said A. T. Clayton. It was not contended that there was any ignorance of the law that a deed to convey a fee simple title to lands should use the word “heirs;” nor was it contended that A. T. Clayton inferred, as a conclusion of his own mind from the terms actually used in the deed made to him by his father, Stephen Clayton, that such a deed by the terms therein employed, that his title thereunder was one in fee simple. In reading the charge of the Circuit Judge, it is very evident that he brought himself in his charge to the jury to dissect this proposition of law, of which his language proved very plainly he had a very clear conception. The principle upon which courts enforce a reformation of an instrument is that preceding the execution of the instrument, and as the inducement to its execution, the parties to the same had an understanding, an agreement, a contract,
It is perfectly competent in law, that this mistake may be established by parol proof, as well as by contemporaneous writings. It is necessary that the proof of the mistake should be clearly made out by the testimony adduced. In the language of Judge Wallace to the jury on this point: “You can see very well, gentlemen, that the proof must be very clear, in order to authorize a jury to correct a solemn instrument. There is no doubt about that. It is not light, flimsy, doubtful proof, but the jury must be satisfied by clear, competent testimony, that a mistake has not only been made, but is of the nature against which a court of equity would relieve.” It is observed that no exception is taken to that part of the charge, which is devoted by the Circuit Judge to explaining and laying dowu the law on this subject; the appellants have contented themselves to rest their attack upon the judge’s charge to the matters set out in their requests to charge. We might, therefore, stop here, but we will briefly notice some authorities on this subject.
Mr. Pomeroy, in his work on Equity Jurisprudence, section 843, thus states this principle of law: “The first instance I shall mention is closely connected with the doctrine stated in the last paragraph but one. It was there shown that if an agreement was what it was intended to he, equity would not interfere with it, because the parties had mistaken its legal import and effect. If, on the other hand, after making an agreement, in the process of reducing it to a written form, the instrument, by means of a mistake in law, fails to express the contract which the parties actually entered into, equity will interfere with the appropriate relief, either by way of defence to its enforcement, or by
The learned author cites a number of authorities in support of these propositions, among which is the ease of Hunt v. Rousmanier, 8 Wheat., 174; 1 Peters, 1, where Mr. Justice Washington, in delivering the opinion of the Supreme Court of the United States, said: “There are certain principles of equity applicable to this question which, as general principles, we hold to be incontrovertible. The first is, that when an instrument is drawn and executed which professes, or is intended, to carry into execution an agreement, whether in writing or by parol, previously entered into, but which by the mistake of the draftsman, either as to fact or law, does not fulfill, or which violates, the manifest intention of the parties to the agreement, equity will correct the mistake so as to produce a conformity of the instrument to the agreement. The reason is obvious. The execution of agreements fairly and legally entered into is one of the peculiar branches of equity jurisdiction; and if the instrument which is intended to execute the agreement be, from any cause, insufficient for that purpose, the agreement remains as much unexecuted as if the parties had refused altogether to comply with his engagement; and a court of equity will, in the exercise of its acknowledged jurisdiction, afford relief in the one case as well as in the other, by compelling the delinquent party fully to perform his agreement according to
The two cases from our own reports, Lowndes v. Chisolm, 2 McC. Ch., 255, and Lawrence v. Beaubien, 2 Bail., 623, are authorities of no uncertain character on this question — especially as these cases were decided, the latter especially, after a most learned review of the authorities bearing upon this subject, and also because afterwards, in Executors of Hopkins v. Mazyck and others, 1 Hill Ch., 250, the court reaffirmed these cases, in which latter case Chancellor Johnson, as the organ of the court, speaking of the two cases just cited, said: “We concur with the chancellor that the trust deed executed by Paul Ravenel Mazyck is good and must stand; and, therefore, that the decree of the Circuit Court should be affirmed; and that would be sufficient for the case itself, but the observations of the chancellor are calculated to shake the rule in Lawrence v. Beaubien, and Lowndes v. Chisolm, and the court thought it necessary to use the occasion to express their adherence to it. Lawrence v. Beaubien was decided upon much consideration, and the more I have reflected upon it since, the more I am confirmed in its correctness; and I feel persuaded that all doubts about it proceed from misapprehension of the principle on which it is founded. There is, as I understand it, a very obvious distinction between ignorance and mistake of law. Ignorance cannot be proved (who can enter into the heart of man and ascertain how much knowledge dwells there?) and for that reason the courts cannot relieve against it; but uot so as to a mistake of law. That is sometimes susceptible of proof. * * * Mistakes as to matters of fact have always been regarded as retrievable upon clear, full and irrefragible proof, and mistakes in law ought to be upon the same footing, when the proof is equally certain.”
Now, what were the doctrines of the cases of Lowndes v. Chisolm, supra, and Lawrence v. Beaubien, supra? In the first it
It has been supposed that the cases of Keitt v. Andrews, 4 Rich. Eq., 349; Cunningham v. Cunningham, 20 S. C., 317, and Roundtree v. Roundtree, 26 Id., 450, have seriously interfered with the cases previously decided by the court of last resort in this State, and have thus caused our State’s decisions to be at variance not only with themselves but as well with other American States. We will examine these cases, to see if this be true. Fundamental to the inquiry of what is decided in any given case, must always be the ascertainment of what the court was called upon to decide; for it is only when the decision is responsive to the case, that it is entitled to be regarded as an authority binding on others; it being no part of the duty, under the law, for courts to formulate law. Under the theory of the States of the union of States, the duty of formulating the law belongs to another co-ordinate branch of government, so far as State laws are concerned.
In Keitt v. Andrews, supra, the facts were these, substantially: The will of Daniel Hess gave his property to his daughter and grand-children. At the time of his death he had only two grand-children. Years afterwards, in accordance with a settlement. sheet prepared by the ordinary of Orangeburg County, without any distinction as to the manner in which such settlement sheet should be made by the personal representatives of the said Daniel Hess, deceased', the said ordinary, under his construction of the will that all five grand-children were entitled to a share thereof, prepared receipts for an equal share therein of each of said grand-children, which receipts were signed by each grand-child, and his or her share was duly paid over. Ten years afterwards, in one case, and eight years after-wards, in the other, two grand-children, who were in esse at the date of the testator’s death, filed bills in equity, seeking thereunder to cancel the settlements and have the whole estate paid to them, thus excluding the other three grand-children. The court refused to do so on the grounds that while it was
“The ground,” says the chancellor, “on which the complainants claim to be relieved is simply ignorance of the law; or, in other woi'ds, ignorance of the true legal construction of the will. But ignorance of the law does not entitle one to open a settlement formally and solemnly made. * * * Is there any authority which goes so far as to say that a party is entitled to relief from a mistake df the law, where there is no fraud, misrepresentation, management or undue influence, and where the mistake was simply his own erroneous construction of a will or deedf In this case the parties seeking relief had the will before them. They were familiar with its provisions. The defendants did not seek in any way to impose their construction of it upon the complainant. It does not appear that they expressed any opinion as to its proper construction. If the parties now complaining, possessed as they were of all the facts of the case, and with the will before them, had applied to the proper sources of information, and had sought legal counsel, they would have been advised as to the true construction of the will. * * * Their not pursuing this course was laches on their part, against the consequences of which the court is not bound to protect them. * * * A misconstruction like that made out in this case, is rather an error of the judgment than a mistake either of the law or of fact. The simple misconstruction of a imll or deed, where there is no fraud or circumvention, cannot he regarded in any point of view as coming within the scope and authority of those cases tohere mistakes at law, in con
These last words, which we have italicized, show plainly enough that the learned chancellor, whose Circuit decree was adopted by the Court of Appeals without any words of explanation or comment, recognized the existence of the very distinction that Judge Wallace made in bis charge to the jury, that not all mistakes of law are retrievable in a Court of Equity, and that there is a distinction between mistakes of law and ignorance of law. If the chancellor or Court of Appeals had deemed, after a careful review of the law, that the cases of Lowndes v. Chisolm, and Lawrence v. Beaubien, supra, were at variance with their conclusion here reached, they would have said so, and the whole case is entirely free from any reference to the result.
The case of Cunningham v. Cunningham, supra, is where Miss Cunningham, with her father’s will before herself and brothers, executed interchangeable deeds to some of the real estate controlled by the provisions of their father’s will. Tears after-wards her devisee sought to have such deeds reformed, so that the purpose of the will in question might be preserved, on the ground that his testatrix, Miss Cunningham, had misconstrued those provisions of her father’s will. But the court, on the authority of Keitt v. Andrews, supra, denied this application for a reformation- — Judge Fraser, of the Circuit Bench, sitting in the place of Chief Justice Simpson, who was disqualified to preside because of having been counsel to one of the parties while at the bar, in delivering the opinion of this court, did say: “The case before the court does not call for any attempt to define the rule by which relief can be granted on account of mistake-of law. * * * In this State, however, the distinction has been sharply drawn between ignorance of law and mistake of law in Lawrence v. Beaubien, 2 Bail., 623, and Lowndes v. Chisolm, 2 McCord Ch., 455, the court holding that in cases of mistake, the court could give relief, and that it would be refused in cases of mere ignorance, the principal reason given being that mistake could be proved and that ignorance could not. As the parties can now testify in their own behalf, it may be doubtful if the reason can be longer sufficient to justify
And then the learned judge quotes thelanguage of Chancellor Dargan, used in Keitt v. Andrews, supra, that already appear herein, as to the fact that misconstruction of wills or deeds, where there is no fraud or circumvention, do not fall within the scope of the law regulating mistakes of law, by which such mistakes can be corrected. He then says: “In this view, this court concurs ,and holds that even if there is a difference as to ignorance of law and mistake of law, and it should be regarded as in fact true that Pamela Cunningham had formed an opinion either from her own construction of this will or in consequence of erroneous advice of others, this is no ground on which this court can relieve her devisees from the effect of those solemn deeds executed in 1875.” It will be seen, that all that this court has done, is to express a doubt as to whether the distinction between mistake of law and ignorance of law still subsist, now that parties are allowed to testify on their own behalf. And in no form is it asserted that there are not cases of mistakes in law from which equity will relieve. It may be doubted if the fact that parties can now testify in their own behalf, is a very potent reason for the doubt expressed by the learned judge.
As to the case of Roundtree v. Roundtree, supra. In this case the testator had made his will some time before his death. During his last illness, his son, James, died, and for prudential reasons, the news of his death was kept from the sick father, who, however, learned this fact just before his death, but no alteration of his will was made. By the terms of this will, the children of James were unprovided for. This first seemed not to have been known by the testator’s other children, and accordingly, when testator’s general estate was distributed,
Tbe present chief justice then proceeds to suggest that the provision of the act of 1789 might have reached the case of the testator, and he may have concluded that under this act the children of James W. would not take the provision in the will made for the said James.W. And then he says: “But even if this were so, this clearly was not such a mistake of law as the court would relieve from (if, indeed, there is now any case in which relief would be granted upon that ground, Cunningham
In Munro v. Long, 35 S. C., 354, it is said the distinction between ignorance oflaw and mistakeoflaw is/‘nice and shadowy." And in Smith v. Winn, 38 S. C., 192, Chief Justice Mclver, in speaking, of the mistake made in the construction of a will, says: “It is very obvious from the cases of Keitt v. Andrews, supra, and Cunningham v. Cunningham, that such a so-called ‘mistake’ would not be sufficient.;” and in this same case, in the dissenting opinion of Justice Pope, it is said: “While it is true that this court cannot view with approval any appeal that is based upon an error of fact or of law in the construction of a will, when there is no fraud or circumvention, parties to a controversy or their privies may have made. * * *”
It must be evident in looking to the text of these decisions that it is nowhere decided that there are not some mistakes a court of equity will relieve against. Furthermore, that all the cases from our own State courts since Lawrence v. Beaubien, supra, have dealt with mistakes made by parties in the construction of wills. They, not one of them, pretend to cover a case similar to the case now on appeal. Here in the case at bar the contention is strictly confined to this: when a grantor and grantee have made an agreement as to a conveyance of land, and a mistake of the scrivener converts the deed executed to carry out the previous agreement from one in fee simple to one conveying only a life estate, and these facts are made clearly to appear, is it relievable, so that when the heirs at law of the grantor seek to take away the land from the grantee, because of the terms in their grantor’s deed, that the grantee may show this mistake? We think it is in this case. Before closing this discussion, we would desire to call attention to the cases of deeds in fee simple absolute on their faces. Now, when the grantors come into a court of equity and allege and prove that,
It is the judgment of this court, that the judgment of the Circuit Court be affirmed.
Dissenting Opinion
dissenting. Being unable to concur in the conclusion reached by Mr. Justice Pope, I propose to state briefly, without elaborating the argument, the grounds of my dissent. It seems to me that the first and third grounds of appeal impute error to the Circuit Judge in receiving parol evidence to vary the terms of the deed from Stephen Clayton to his son, A. T. Clayton. The manifest object of this . testimony was to correct an alleged mistake in that deed by supplying the word “heirs,” not found in the deed, so as to convert that conveyance from a deed conveying a life estate only into a deed conveying the fee. There is no doubt that, as as a general rule, parol evidence is not competent to vary the terms of a deed or other written instrument; but to this general rule certain exceptions are recognized. -As is said in 2 Pom. Eq. Jur., § 858: “It is an elementary doctrine that parol evidence is not, in general, admissible between the parties to vary a written instrument. * * * It is equally well settled that mistake, fraud, surprise, and accident furnish exceptions to this otherwise universal doctrine.” Here the defendant is seeking the benefit of
I do not think this is such a case, for the following reasons: 1st. The deed sought to be reformed is a purely voluntary conveyance. It so appears upon its face, and there is no testimony to the contrary; and, therefore, it is not such an instrument as a court of equity would undertake to reform. In 15 Am. & Eng. Enc. Law, 678, the rule is laid down in the following language: “It is a well settled principle of equity that a deed that is purely voluntary, resting on no consideration whatever, cannot be reformed for mistake,” and quite a number of cases are cited in the notes to sustain that proposition. Amongst the cases there cited is one very much like the case now under consideration. That is the case of Powell v. Morisey, 98 N. C., 426, originally reported in 4 S. E. Rep., 185. In that case a grand-father had conveyed the land in question to his grand-son by a deed, the terms of which passed only the life estate, and the grand-son claimed that the word “heirs” was omitted through the inadvertence of the draughtsman. Held that the deed being voluntary, could not be reformed. To same effect see 1 Story Eq. Jur., §176; 2 Id., §793a. The doctrine thus laid down in that valuable encyclopedia, besides being sustained by the authorities there cited, has also the support of reason. For, as I understand it, the theory upon which a court of equity proceeds in affording relief from a mistake is that there was a precedent agreement, the terms of which are imperfectly or inaccurately incorporated in the written instrument sought to be reformed; and equity looking behind such written instrument, will require the specific performance of such precedent agreement by reforming the written instrument in accordance with the terms of such agreement. In other words, a court of equity in both •cases proceeds upon the same principle; and the rule is undoubtedly well settled that a court of equity will not decree
2d. In the second place, I do not think that the mistake, if there was one, was such as to warrant the interposition of a court of equity. If there was any mistake at all, it was in supposing that the deed as drawn would convey the fee, for there is not the slightest evidence tending to show that the word “heirs” was omitted through inadvertence or accident. To use the language of Wardlaw, Ch., in Dennis v. Dennis, 4 Rich. Eq., 307, a case which, in principle, is very much like the case now before the court: “In the case before us, the parties were probably ignorant of the effect of the terms of limitation employed by them, but there is no proof of mistake. No word was inserted in the deed, nor omitted from it, not intentionally inserted or omitted.” And we might add, in the language used by the same chancellor in his Circuit decree in that case, which was affirmed by the Court of Appeals: “It is probable that all concerned in the concoction and execution of the deed mistook the legal effect of the words of limitation employed, but it was a mistake arising altogether from overweening conceit of themselves, or rash neglect in advising with the skillful. Those who will ignorantly and rashly employ technical terms of the law, must submit to the consequence of having the terms technically construed. If relief be afforded in this case, the court must undertake to correct all the miscarriages of audacious ignorance in conveyancing.” To the same effect, see Ryan v. Goodwyn, McMull. Eq., 452, where the court declined to afford relief in a case where, although the manifest intention was to convey property to a married woman’s sole and separate use, so as to protect it from the creditors of her improvident husband, yet, under the terms used in the deeds, she was invested with such an estate as that her husband’s marital rights attached, anu the property was held liable for the claims of his creditors. So in case of Westbrook v. Harbeson, 2 McCord Ch., 112, where a married woman joined with her husband in the conveyance of* her estate of inheritance, and undoubtedly intended to release
See, also, the famous case of Hunt v. Rousmanier, 1 Peters, 1. In that case a borrower of money proposed to secure the lender by either of three modes — a mortgage on his vessel, a bill of sale of the vessel, or an irrevocable power to sell. The lender selected the latter, and although there was no doubt of the intention of both parties to have the loan adequately secured, yet the court declined to give relief when the security proved unavailing by reason of the death of the borrower before the maturity of the debt, which, as matter of law, operated as a revocation of the power of sale, although it was contended that the lender acted under a mistaken belief that the power of sale was irrevocable, and that he should be relieved from the consequences of such mistake. In that case, it was undoubtedly the intention of the parties, the one to give and the other to obtain adequate security for the repayment of the money loaned; yet as the mistake was due to an erroneous construction of the legal effect of the instrument which was adopted to carry out the intention, relief was denied, although the lender acted under the advice of counsel, which proved to be erroneous, that the power to sell was irrevocable. So in this case, even if it should be conceded that the evidence was sufficient to show that the parties intended a deed which would convey a fee simple, yet as their mistake was in putting an erroneous construction upon the legal effect of the deed, which was, in fact, executed, relief must be denied upon the same ground as in the case last cited. As is said in 2 Pom. Eq. Jur., § 843: “The rule is well settled, • that a simple mistake by a party as to the legal effect of an agreement which he executed, or as to the legal result of an act which he performs, is no ground for either defensive or affirmative relief. If there were no elements of fraud, concealment, misrepresentation, undue influence, violation of confidence reposed, or of other inequitable conduct in the transaction,
Again, I think the Circuit Judge erred in leaving the question to the jury, whether the testimony in the case showed ignorance of law or a mistake of law; and in refusing to charge as requested by plaintiff’s fourth and fifth request, and hence, that the sixth, seventh, and eighth grounds of appeal should be sustained. The defence of mistake was an equitable defence, and the issue thereby presented was an issue to be tried by the court, and not by the jury. For, while it is entirely true that an equitable defence may be pleaded to an action at law, either jointly with other legal defences or separately, yet care must be taken to have the issues thus presented, tried by their appropriate tribunals. Adickes v. Lowry, 12 S. C., 97. From what has been already said, it seems to me that the judge erred •in refusing plaintiff’s fourth and fifth requests.
I think, therefore, that the judgment of the Circuit Court should be reversed, and the case remanded for a new trial.
Judgment affirmed.