52 W. Va. 107 | W. Va. | 1902
The only question brought up on this appeal, is the construction of the fourth clause of the will of Joseph Feather. .Tt arises upon a bill to surcharge and falsify a settlement made by the executors of the will. Upon that bill, the court decreed a distribution per stirpes of the residuum of the personal estate, disposed of by said fourth clause. Insisting that said distribution should have been per capita, the plaintiffs have appealed from the decree.
The testator died July 1, 1896, owning a large amount of property, both real and personal, leaving surviving him Lydia Feather, his widow, Michael E. Feather, J. Wesley Feather, Mary J. Falkenstein and Margaret Michael, his surviving children; Rebecca F. Feather, widow of his deceased son, John EL. Feather, Fitia Berr}q wife of W. II. Berry, and Dessie Feather, children of said John EL. Feather, deceased; Flora Collins, Forma Cuppett, Dora Jenkins, Maud M. Leighton, Charles EL Cale, Blanche Cale, Josie Cale, and Lizzie Cale, children of Sarah Cale, deceased, who was a daughter of the testator. These children of Sarah Cale, deceased, were plaintiffs below and are the appellants here.
By his will, made on the 16th day of December, 1895, the testator provided in the first clause for the payment of his debts and funeral expenses; in the second he devised certain real estate, and bequeathed one thousand dollars out of his personal estate, to his son, Michael E. Feather; in the third, he devised
By the fourth clause he disposed of the residuum of his personal estate as follows:
“I will and bequeath, that after all the bequests of this, my last will, is complied with, that the remainder of my personal property be equally divided between my children, and grandchildren of my daughter Sarah, who was married to Henry E. Cale; to my daughter Mary Jane, now married to Ethbell Fal-ten stein, my daughter Margaret, now married to Joseph Michael, J. AY. Feather and Michael Feather, I will and bequeath that my two daughters, Margaret Michael and Mary Jane Fal-kenstein each receive one thousand dollars apiece out of my personal property before the above last named division is made.”
On the 11th day of January, 1896, by a codicil, he gave certain property to his wife, as an additional provision for her, including a one-half interest in a house and lot, for her natural life, and after her death to the said Nitia Berry. This codicil concluded as follows: “My personal property not provided for above, I will that the same be sold and the proceeds arising therefrom to be equally divided among' my said heirs above named, after said bequests above stated are complied, with.” By another codicil, made on the same day, he named his sons, J. AY. Feather and M. E. Feather, to be the executors of his will.
The appellants insist upon the rule that, where a devise or bequest is made to a person and the children of another, or to a person described as standing in a certain relation to the testator, and the children of another person standing in the same relation, as to “my son A and the children'of my son B,” the devisees take per capitaA taking only a share equal to that of
For the appellees it is insisted that the weight of American authority is against this rule, and, owing' to the principle of equality imbedded in our law of descents and distribution, thus abolishing the favoritism shown by the English law to the eldest son, under the right of primogeniture, there is a presump- • tion- in favor of equality which impels the courts to so construe such bequests as the one under consideration here that the beneficiaries will take per stirpes. The rule of' construction contended for is stated by Blandford, J., in Frazer v. Dillon, 3 S. E. 695, (78 Ga. 474), as follows: "In the absence of anything in the will to the contrary, the presumption is, that the ancestor intended that his property should go where the law carries it; it is supposed to be the channel of natural descent. To interrupt or disturb this descent, or direct it in a different course, should require plain words to that effect. He cites Wright v. Hicks, 12 Ga. 163; Fenner v. Payne, 81 N. Y. 281; Lyon v. Acker, 33 Conn. 222; Brenneman's Appeal, 40 Pa. St. 115. The same proposition is laid down in Fissell's Appeal, 27 Pa. St. 55, in the following terms: "In construing devises or bequests in favor of the next of kin, the court has regard to the legal and customary principles governing the descent and distribution of estates which is according to classes, and is presumed to be the intention of a testator, unless the contrary appears.” This is quoted in Ross's Exrs. v. Kiger, 42 W. Va. 402, 412. There, Balcom v. Haynes, 14 Allen 205, and
Undoubtedly, there is such a rule of construction as is mentioned in these cases. But, ordinarily, the courts apply it under restrictions, and, in some of the cases just mentioned, it may have been carried rather beyond the limits originally prescribed to it. In noto 18, page 619, 2 Jar. Wills, it is said: “It may be added that a gift is often made by will to the heirs of another. In these cases a distinction as to the proportions taken will depend upon whether the ancestor be living or deed at the time of testator’s death. In the former case, his heirs will take per stirpes; in the latter per capita. 2 Prest, on Est. 21-26; 2 Redf. Wills 34.” At the end of the note it is further stated that, “The rule may be considered as established that, in a devise to heirs, The law presumes testator’s intention to be that they shall take as heirs would take by the rules of descent,’ ” citing a number of decisions of reputable American courts. It is to be noticed here that in the devises and bequests to which this rule of construction is applied, the technical term “heirs” is used and not the word, “children,” found in the clause now under consideration. In Lott v. Thompson, cited, the word “heirs” was used in reference to persons whose ancestor was living and who, by reason thereof, would have taken per stirpes under this rule. As falling under it, the case of Hoxton v. Griffiths, 18 Grat. 574, is cited. A careful reading of the opinion in that case will show that the court found that the testator, by other clauses of his will, had expressed the intent that there should be a stirpital, and not a per capita, division. 11 once, it seems to be an erroneous classification. Ross’s Exrs. v. Kiger, 42 W. Va. 402, recently decided by this Court, and in which the testatrix disposed of the residuum of her estate by directing it “to be equally divided between my heirs and my husband’s heirs,” falls within the terms of the rule of presumption above referred to. The distinction between the use of the word “heirs” and the word “children” is a most important one and cannot safely be overlooked in the construction of wills. “Like all other legal terms, the word heir, when unexplained and uncontrolled by the context, must be interpreted
It is also very well settled that, in endeavoring to ascertain what the intention of the testator was, his intention being acknowledged upon all hands to be the true test and proper guide in determining the meaning of the will, the courts will take into consideration the circumstances surrounding the testator at the time he made the will, or in view of which he made it, the nature and value of his estate and the relations which he sustained to the persons to whom his property is given. An examination of the decisions, construing testamentary clauses like, and similar to, the one now under consideration, shows that this extrinsic evidence has been given great weight in some of them at least. A striking example of this is Hamlett v. Hamlett, 12 Leigh 350, in which, unfortunately, the opinion showing the reasoning of the court in arriving at the decision was mislaid and never reported. But the syllabus and the argument of counsel' reported clearly shows that what is here said of it is true. The clause construed there reads as follows: “My desire is, that after the decease of my wife, the whole of my estate, -except the part hereinbefore disposed of, may be divided in manner and form following, viz: equally among James Hamlett, Mary Jeifress, - Patsey Wilson, Nancy Jeifress, Narcissa Jeffress, the children of my son George Hamlett and Lucy his wife, the children of my daughter Elizabeth Averett,
But the rule upon which the appellants stand is not more firmly established, nor extensively recognized, than is another rule which, when applicable, compels it to yield. At page 577, 3 Jar. says: “But this mode of construction will yield to a very feint glimpse of a different intention in the context.” Then a number of illustrations ax-e given. One is that where the annual income, until the distribution of the capital, is applicable per slirpes, it is a sufficient ground for the presumption that the same method of division was intended to govern the gift of the capital. So, also, where the share of one of the takers, upon a contingency, is given over to the others per stirpes; where the gift to the children is substitutional, as where it is to several of their children; and where there is a clause providing
The review and analysis of the Virginia cases bearing upon this question, here given, fully warrant the assertion that, in them, little, if any, weight is given to any presumption arising from the statutes of descents and distributions. As has been shown, it was expressly subordinated to the general rule in two of them, while in Hamlett v. Hamlett, the decision clearly ap
It would be very great, and practically useless, labor to go through all these cases and endeavor to distinguish them from one another and show why some have been decided in conformity with the ride and others excluded from its operation. Eo doubt, it could be shown that, in reaching these apparently inconsistent conclusions, the several courts have acted upon varying states of facts which made the rule applicable in some of the cases and forbade its application in others, and that the decisions are not really in conflict. From the review of cases showing the application of the various rules of construction, it is deemed safe to say that there is hardly any such rule that has not its exceptions and that is not excluded from cases apparently falling under its control, by the peculiar provisions of the will and the facts and circumstances in view of which it was made. It is clearly apparent also that, when a testamentary clause falls, by its very terms, within one of these general rules of construction, and there is no other clause in the will, nor anything in the context, nor anything appearing from competent extrinsic evidence, by which it can be taken out of the operation of that rule, the court can do nothing but apply the rule. While, ordinarily, these rules of construction are not rules of property, but only means and agencies created by the courts to enable them to ascertain the intent of the testator' and determine what he really meant by the words written in his will, yet, -if they are to be disregarded and laid aside, the courts have nothing to guide them in disposing of questions of the gravest import and directly affecting vital interests of the citizen, nor is there anything by which the correctness of a
It is not contended that there is any clause in this will which shows, or tends to show, an intent that the children of Sarah Cale should take as a class. hTo clause appears in it similar to those found in the will construed in Hoxton v. Griffith, and which took that will out of the general rule. For is it contended that there is anything in the circumstances under which the will was made, or surrounding the testator, at the time it was made, tending to' show that he intended that the children of the daughter should not take per capita. The argument which seems to have prevailed in Hamlett v. Hamlett, cannot be invoked here. The testator had made liberal provisions for his two' sons. To Michael, lie had given the Jesse Forman place and three undivided shares in the Sterling Graham farm and one thousand dollars out of the personal estate. To his other son, J. W. Feather, he had given the Beaghly farm, another farm near Bruceton Mills and all the town lots owned by the testator in the town of Cranesville. To each of his two living daughters, he had given one thousand dollars, out of his personal estate. To his granddaughters, Nitia Berry and Dessie Feather, and his daughter-in-law, Rebecca Feather, he had given considerable real estate. Aside from what the children of his daughter Sarah were given by the fourth clause of the will, disposing of the residuum 'of the testator’s estate, these grandchildren were given nothing. It might be regarded as significant, and as an argument in favor of the construction
But the brief of counsel for appellees is an argument against the existence, in this country, of the rule laid down in 2 Jar-man, at page 756. Hence, as admitted in the briefs, the only question is, whether that rule has been abrogated in this
These views result in the conclusion that the decree of the circuit court is erroneous and should be reversed, and the cause should be remanded for further proceedings in accordance with the views here expressed, and, further, according to the rules and principles governing courts of equity.
Reversed.