Cross v. Hoch

149 Mo. 325 | Mo. | 1899

MARSHALL, J.

Ejectment for land in St. Louis county.

The plaintiffs, Eugene Gross and Emma Ashbrook, are the only children of Sarah Cross, who was a daughter of Stephen Maddox. Their grandmother, Sarah Maddox, died about the year 1866, ,and their grandfather, Stephen Maddox, died in 1844. Their mother, Sarah Cross, died in 1895, and their father, Bryan Cross, died in 1877. These plaintiffs sue in ejectment for certain land in St. Louis county. The answer admits the possession of the premises by defendants, and then interposes a general denial.

The case was tried in the circuit court on the following stipulation, and the will of Stephen Maddox.

Stipulation.

“It is agreed and stipulated by the parties hereto that the interpretation of the will of Stephen Maddox, deceased, probated and filed in the probate court, then of the county of St. Louis and now of the city of St. Louis, on the 2d day of August, 1844, is the basis of the rights of the parties hereto to the land in plaintiff’s petition described; and if said will gave to Sarah Cross, a daughter of said Stephen Maddox, mentioned in said will, an estate in fee simple in said land, then judgment shall go for the defendants herein; and if the estate so given to Sarah Cross by said will was an estate for her life, then judgment shall go for the plaintiffs herein, provided and so far as the said plaintiffs shall prove by proper evidence that they are the sole children of _said Sarah Gross; and it' is further agreed that the monthly rental value of the land in controversy is $20 per month, to be computed from January 11th, 1896. It is also agreed that this stipulation shall be filed in lieu of an abstract of title, required by rule of court.”

Will.

“St. Louis County, State of Missouri,

April 1st, 1844.

“I, Stephen Maddox, of the county of St. Louis and State of Missouri, being of sound and disposing mind and memory, do make and ordain this to be my last will and testament, hereby revoking all others heretofore by me made.

“First, and principally, I give and bequeath to my wife, Sarah Maddox, all my estate, real and personal, of whatsoever kind or character, to have and to hold, to use and possess, under her own proper direction and control during her natural life, excepting only such special bequests and provisions as I shall hereinafter make. It is my will that after the death of my wife my property be divided in the following manner, to wit: To my daughter, Ann Glanville, I give my negro boy, Jackson, and also that portion of my land known as the east half of the southwest quarter of section twenty-four: To my daughter, Jane Huckstep, I give the east half of the southeast quarter of section twenty-three, and also my negro girl, Frances. To my daughter, Yirginia Walton-spiel, I give the east half of the southwest quarter of section twenty-five, and also my negro girl, Kitty. To my daughter, Susan Pfeifer, I give the east half of the northwest quarter of section twenty-five, reserving one-fourth of an acre of ground within its limits so as to include the family burying ‘ground’ from sale or any other use or purpose whatsoever, and I also give to Susan Pfeifer my negro girl, Lidia. To my daughter Sarah Cross and her heirs I give the west half of the northwest quarter of section twenty-five, and also my negro girl Amanda, provided that the property here devised to Sarah Cross be subject to the trust, care and control of my son Turner Maddox for her use, and should the said Sarah Cross die without children, then said property shall be divided among my other daughters, and if any of - be dead to their children such portion as their mother would have been entitled to agreeably to this provision. And should any others of my daughters die without children, then their portion is to be divided as provided for in the case of my daughter Sarah Cross. To the children of my deceased son, John E. Maddox, I give that portion of my land known as the west half of the southwest quarter of section twenty-four and also my negro girl Martha Ellen, and I hereby constitute my son Turner Maddox their guardian to possess the property for their benefit. All of my lands hereby devised lying and being in township forty-five north of range five east of the fifth principal meridian. I give to my grandchildren heirs of my deceased son "William Maddox my negro girl Mary. It is further my will that all my land not herein otherwise devised, all my negroes and other property not herein specially provided for, be divided among my sons Thomas IT. Maddox, Anderson Maddox, Turner Maddox and Jesse Maddox, and the children of my deceased son, William Maddox. It is my will that the land and negroes be divided in kind they all agreeing to such division; if they can not agree to such division then the land and negroes are to be sold by my executors, with the other property, in such manner and on such terms as they may consider most advantageous to those concerned, and divided in the manner before designated; that is to say, my son Thomas H. Maddox to have one part, Turner Maddox one part, Anderson Maddox one part, Jesse Maddox one part, and the children of my deceased son William Maddox, one part; and it is my will that should any of my sons die without children, then the portion of my estate to which he would have been entitled agreeably to the provisions of this will is to go to my sons that may be living, and the children of those that may be dead. It is further my will that if my son-in-law, Erancis Pfeifer, remain on my farm and attend to the concerns thereof satisfactory to my wife, that he shall have at the death of my wife, in addition to what I have hereinbefore bequeathed to his wife, one wagon, one horse, one plough, two cows and calves, one ax all at his choice, one-fourth of the stock of hogs, one-fourth of the crop on hand or in the ground. I wish it to be understood that the bequests hereinbefore made are not to take effect until after the death of my wife. I also give to my son, Jesse Maddox, and to my grandson Edward Maddox, each one good bed, at any time after my decease should they not get them before. It is further my will that the note of hand which I hold against my son, Anderson Maddox, be taken into account in the apportionment of my estate; the note was drawn for seven hundred dollars, but he is entitled to a credit of eighty dollars for expenses incurred by him in removing the remains of my deceased son Gustavus, from New Orleans to St. Louis. I have also a charge against Turner Maddox, which is to be accounted in the same manner. It is also my will that all the property remaining at the death of my wife, and not divided in kind, as before provided for, be sold by my executors, and the proceeds, whether in money or notes, be equitably divided among my sons, Thomas II. Maddox, Turner Maddox, Andersoai Maddox, Jesse Maddox, and the children of my deceased son William Maddox, by the same rule before provided iu regard to my sons. It is further my will and desire that my son, Turner Maddox, and my friend, Jonas Geyer, be the executors of this my last will and testament, and I do hereby appoint thean as such with full powers to execute the provisions thereof, to make deeds and to do and perform any other act necessary to carryout the object of my will. And I do hereby make it obligatory upon my heirs to submit to my wishes, to have my estate settled without any intervention of law or judicial proceedings other than what may be necessary to record title or to recover debts due to my estate. I wish it to be distinctly understood that I give to my executors full powers to transact all business regarding my estate as herein directed just as if I were alive and personally present to direct them, without being subject to the ■direction of any judge, court, or any tribunal whatever, and only perform the duties provided for, and incur no expenses not herein directed; and in case of the death, disqualification or refusal to serve of either of my executors it is my wish that Thomas H. Maddox be substituted in the place, and should more than one vacancy occur, then it is my desire that Anderson Maddox supply the place and I give unto them or either of them the same powers conferred on those first named; and as it is necessary that my executors be paid for their services I hereby order that they be paid one dollar and fifty •cents for each day they may be occupied in settling the estate. I also give to my daughter Susan Pfeifer one-half •of all the fowls that may remain at the death of my wife, and my daughter Sarah Cross the other half. It is my will that the negro girl, Mary, which I have given to the children of my deceased son William Maddox, be valued at the death ■of my wife and the amount deducted from the portion of my ■estate devised to them.

“In witness whereof I have hereunto set my hand this first dayof April, in the year of our-one thousand eight hundred and forty-foiir.

“Stephen Maddox, [Seal.]

“Witnesses:

“Wm. B. Harwood,

“Jonas Geyer.”

The will was duly admitted to probate in 1844. This was all the testimony introduced by either party. • The case was tried before tbe court, a jury being waived.' No instructions were asked or given. The circuit court rendered judgment for defendants, and plaintiffs duly prosecuted their appeal to this court.

The character of the estate bequeathed to Sarah Cross by the will of Stephen Maddox, determines this case. If she got an estate in fee simple, the judgment should be affirmed, but if she got an estate for life, the judgment must be reversed.

The testator bequeathed his whole estate to his wife “during her natural life,” subject to certain special legacies. He then provided as follows: “It is my will that after the death of my wife my property be divided in the following manner” — that is, he gave to each of his daughters certain land and a negro, to the children of his deceased son, John F., certain land and a negro, to the children of his deceased son, William, a negro, and he directed that the remainder of his land and negroes should be divided between his four living sons and the children of his deceased son, William.

The devise to his daughter Sarah Cross, with which we are particularly concerned in this case, is as follows: “To my daughter Sarah Cross and her heirs I give the west half of the northwest quarter of section twenty-five, and also my negro girl Amanda, provided that the property here devised to Sarah Cross be subject to the trust, care and control of my son Turner Maddox for her use, and should the said Sarah Cross die without children, then said property shall be divided among my other daughters, and if any of-be dead to their children such portion as their mother would have been entitled to agreeably to this provision. And should* any others of my daughters die without children, then their portion is to be divided as provided for in case of my daughter Sarah Cross.”

There is now, and has always been since before this will was made, a provision in the statutes of Missouri, that: “All courts and others concerned in the execution of last wills shall have due regard to the directions of the will, and the true intent and meaning of the testator, in all matters brought before them.” Sec. 8916, R. S. 1889. And ever since the decision in Erwin v. Henry, 5 Mo. 469, our judges in delivering the opinions of this court on questions involving the construction of wills, have distinctly stated that the intention of the testator is the cardinal rule- to be observed in such cases, or as it was tersely expressed by Wagner, J., in Bredell v. Collier, 40 Mo. l. c. 321, “The first thing to be ascertained is what was meant by the testator in framing his will; and if his meaning and intention are not violative of any rules of law, they must be carried out and executed.” In Carr v. Dings, 58 Mo. l. c. 406, Tories, L, said: “But in construing wills, the intention of the testator is the object to be attained, and in order to ascertain this object, it frequently becomes necessary to look at the whole will, by which it will sometimes become necessary to qualify particular clauses so as to bring them in harmony with the general intention, as the same may be indicated by other-clauses.” In Allison v. Chaney, 63 Mo. l. c. 282, Norton, J., said: “In construing wills the object is to reach the intention of the testator, which is to be gathered not from single words nor single passages, but from a consideration of the whole instrument, and the general design and scope of it.” The principle last quoted was reasserted by the same judge in Suydam v. Thayer, 94 Mo. l. c. 55, and it was further said: “In giving a practical construction to wills, technical rules, when they stand in the way of the manifest intention of the testator, may be disregarded.” In Crecelius v. Horst, 78 Mo. 566, this court affirmed the decision of the St. Louis Court of Appeals [Crecelius v. Horst, 9 Mo. App. 51], where it was held that: In construing a will the testator’s intention governs, and that construction should be given which prevents a failure of a gift. In Chiles v. Bartleson, 21 Mo. I. c. 346, Leonard, J., said: “The intention of the testator is plain enough; the whole will must be read together, and effect given to every clause of it, and the words used are to be understood in the sense indicated by the whole instrument.” In Munro v. Collins, 98 Mo. l. c. 37, Brace, J., said: “In the construction of wills, endeavor never to lose sight of that leading canon: to ascertain, if possible, the true intent and meaning of the testator in any given case, as the same is gathered from the whole context of the will, viewed in the light of the circumstances under which it was made, and aim to give effect to that meaning unless some positive legal principle forbids.” In Lewis v. Pitman, 101 Mo. 281,Black, J. , held that the “common sense” view of the matter was to gather the intention of the testator “from the whole will,” and to give effect to it.

In Small v. Field, 102 Mo. l. c. 122, Sherwood, J., said: “And in construing wills, the polar-star of construction or exposition of a will, the meaning, the intention of the testator, is never to be lost sight of; single words, single clauses, will not be considered singly; but the whole instrument, its general scope and design as gathered from its four corners, will be taken into consideration, in connection with the circumstances, when properly admissible, in order that the intention of the testator may, if possible, prevail.” In Redman v. Barger, 118 Mo. l. c. 573,Brace, J., said: “The first and last inquiry in the construction of a will is, what was the intention of the testator. To that intent technical rules must yield, and to it, other canons of legal hermeneutics must be subordinated.” The same rule was announced by the same judge in Long v. Timms, 107 Mo. 512. In Schorr v. Carter, 120 Mo. l. c. 413, Burgess, J., said: “In construing a will, all of its provisions should be taken together and effect given to every clause of it, and the words used so construed ns to meet as near as possible the intention of the testator.” In Drake v. Crane, 127 Mo. l. c. 103, Burgess, J., said “Technical words when used in a will are to be interpreted in their established legal sense, and as the testator is presumed to employ them, unless a contrary meaning is plainly intended by the context of the will.” In McMillan v. Farrow, 141 Mo. l. c. 62, Burgess, J., said: “The cardinal rule in the interpretation of a will is that the intention of the testator, as gathered from the whole instrument, shall control, and in arriving at such intention the relation of the testator to the beneficiaries named in the will, and the circumstances surrounding him at the time of its execution may be taken into consideration.”

In Walton v. Drumtra, decided February 7, 1899, not yet reported, Burgess, J., said: “So with respect to wills, they must be so construed as to carry out the intention of the testator to be gathered from the whole instrument.”

It is also a fundamental rule that it matters not what words are used by the testator to express his intention, or in what popular or peculiar or technical language he expresses himself, the courts will give effect to his intention as it may be gathered from the whole instrument. Doubtless cases may be found where, while recognizing these principles of law, judges have applied them so as to completely disfigure the purpose of the testator, but this is as true of other principles of law, and must always be true as long as courts are composed of fallible human beings. The law remains the same, however, notwithstanding the result of any particular case.

In this spirit and in the light of these precedents, we must approach the solution of the question involved. The testator is not shown to have been a lawyer, and hence the technical terms he employed must be construed in the sense in which an educated man of average intelligence would have employed them. Carping and captious criticism of mere words must be discarded. We must seek admittance into the family circle and learn the relations and feelings of the testator towards each of the beneficiaries of his bounty. We must read the secrets of his heart as his last will discloses them. [Small v. Field, 102 Mo. l. c. 125.] Viewed in this way we find this condition of affairs. Stephen Maddox on the 1st of April, 1844, had a wife, five hving daughters, all of whom were married, four living sons, and grandchildren by two sons who had died. He owned much land and many slaves. He must have known that his end was near (in fact, he died on the 29th of June, 1844), and he prepared his will. To his wife he gave his whole estate, except some small specific legacies. He must have known that she could not long survive him and that she would not need what he left very long, and that next to his wife he owed a duty to the children whom he had begotten, so he qualified the gift to his wife by limiting it to her “during her natural life.” Having thus provided for her, he proceeded further to dispose of the property after she should cease to need it. He directed: “It is my will that, after the death of my wife my property be divided in the following manner:” — he gave four of his daughters certain land and a negro each, without attaching any qualifications or limitations, but when he reached the point of providing for his daughter Sarah Cross, some other thought, consideration or feeling entered his mind. We can not read between the lines and see what it was that operated on him, and he has not told, but he changed the form and character of his bequest and the set phrases he had used in giving property to his other daughters, and said: “To my daughter Sarah Cross and her heirs I give the west half of the northwest quarter of section twenty-five, and also my negro girl Amanda,” and then for an undisclosed reason, he added: “provided that the property here devised to Sarah Cross be subject to the trust, care and control of my son Turner Maddox for her use,” and then having provided for her wants and those of her heirs, and to further have the estate so bequeathed as to remain in his family in the event she should die without issue, he added: “and should the said Sarah Cross die without children, then said property shall be divided among my other daughters, and if any of — be dead to their children such portion as their mother would have been entitled to agreeably to this provision.” Then he evidently remembered that some of his other daughters might die without issue and the share left to them get out of the family, so he added: “And should any others of my daughters die without children, then their portion is to be divided as provided for in case of my daughter Sarah Cross.” Elaving thus provided for his daughters he made provision for his sons, taking similar precautions to keep the share left to each in the family in the event any of them should die without issue.

It is plain that the testator did not intend to put his daughter Sarah Cross in the same position with respect to the legacy left to her, that he had placed his other daughters in, for instead of leaving the property directly to her, he carved out a trust estate, made his son Turner Maddox the trustee, gave Sarah the use of the property only, and provided that if she died without children, the share so left should be divided between his other daughters or if any of them were dead, their children were to take their mother’s part, thereby clearly indicating that if there were children born to Sarah Cross, they should have this share so bequeathed in trust after their mother’s use for it had ceased by her death. The words employed to create the trust were inartificial perhaps, but they were effective, for no particular form of expression is requisite to create a trust. [Schmucker Estate v. Reel, 61 Mo. 592.]

The employment of the term “for her use” is not to be taken in its technical sense, for we can not presume that the testator was versed in legal history sufficiently to be familiar with the nature and effect of the Statute of Uses. The word “use” must be taken in its common meaning, in the sense in which it is used by lexicographers, that she might occupy the land, enjoy the rents, issues and profits of it, have the services of the negro, but not own it, so as to be able to sell it.

It is contended, however, that the words “her heirs,” as employed in the will in connection with the words: “To my daughter Sarah Cross, and,” must be construed as words of limitation, indicating an intention to pass a fee simple estate, and that while they were not necessary to convey an estate in fee simple under the statute in force in 1844, when the will was made (R. S. 1835, sec. 2, p. 223), and are not necessary now (R. S. 1889, sec. 8834), but that ever since the rule in Shelly’s case was abolished in Missouri in 1825 (R. S. 1825, sec. 18, p. 794), every conveyance of real estate passes all the estate of the grantor therein, unless an intent to pass a less estate expressly appears or is necessarily implied in the terms of the grant, still they are proper technical words to employ and are recognized by the courts as words of limitation, unless the will clearly shows that they are used to designate a new class of beneficiaries.

It may safely be assumed that the testator in this case did not know anything about the rule in Shelly’s Case or about its abolition in Missouri in 1825 or about the statutory provisions referred to. He evidently used the term “her heirs” as meaning her “children” (for they are construed as interchangeable terms in Missouri [Waddell v. Waddell, 99 Mo. l. c. 345], and he intended to provide for them after the necessity for taking care of his daughter, Sarah, had ceased, for he said: “And should the said Sarah Gross die without children, then said property shall be divided among my other daughters.” If he intended Sarah to have a fee simple, and she died without leaving children, her sisters and brothers would have inherited it at her death and the property would have remained in the family, without any such provision in the will. If however Sarah died, leaving children, and seized of a fee simple estate, the children would have inherited the property without any provision of this character in the will. The testator therefore had some other purpose in his mind, which would not be accomplished if he gave Sarah a fee simple estate, and let it descend, at her death to her children, if -she left any surviving her or to her brothers and sisters if there were no such children. Read in connection with the words: “provided that the property here devised to Sarah Cross be subject to the trust, care and control of my son Turner Maddox for her use,” it seems like a message from the grave that Stephen Maddox intended to so place this provision for his daughter that she could enjoy the benefits flowing from his bounty, during her life, but that she should not have power to sell it or squander it, and that after she was gone, her children should have the whole estate, and if there were no such children, it should be divided among his other daughters, and if any of them were dead, leaving children, such children should take the share which their mother would have taken if alive. In this way the testator was making provision for his wife, for his daughters, for his grandchildren born of his daughters, for his sons, and for his grandchildren born of his sons, for they were all clearly in his mind and specific reference was made to them all; and further in this way the testator was preserving one-half of his estate to his daughters and their children, and the other half to his sons and their children, and providing against any of the sons inheriting any part left to any daughter who died without issue, and keeping the whole of such shares in the female circles of his family.

The context shows that the testator used the terms “her heirs” and “children” as synonymous. It also shows that he did not use the term “her heirs” as words of limitation, indicating an intention to pass a fee simple, for he gave his other 'four daughters land and negroes, and his other sons and grandchildren land and negroes, and he did not employ any such words in the bequests to them. In fact if we look to the only other place in the will where he leaves anything to Sarah Cross, we find he gave it to her without any qualifications or limitations, for his will further provided: “I also give to my daughter Susan Pfeifer, one-half of all the fowls that remain at the death of my wife, and my daughter Sarah Cross the other half.”

In short in every other instance in the will when he intended to give any absolute, fee simple estate or property to any of his beneficiaries, he simply employed the term, “I give,” without any words of inheritance or qualification or limitation. It must therefore be held that he knew the force,inits common acceptation, of the word “give,” and that he also knew that if he did not intend an absolute gift, he must use sorno qualifying word. This he did in only this one instance, in reference to his daughter Sarah. Conviction grows with closer examination and analysis that he intended Sarah to have the benefits and the fruits of his bounty as long as she lived, and that after her death the bequest should go to her children absolutely, if she left any surviving her, and if not, that his other daughters or their children should have it in fee.

But it is argued that he knew how to create a life estate, for he had done so in providing for his wife, and that if he had intended that Sarah should have only a life estate, he would have employed the same express language in making the bequest to her. This world be true if the law required that a life estate could only be- created by the use of the express term “life estate.” But such is not the law. The same intention may be expressed in any appropriate, equivalent words, and section 8834, R. S. 1889, distinctly makes provision to the same effect, for it says: “Every conveyance of real estate shall pass all the estate of the grantor therein, unless the intent to pass a less estate shall expressly appear, or be necessarily implied in the terms of the grant.” Thus the statute recognizes that an absolute estate may be limited in express terms to a life estate, and that it may also be limited to a life estate by the necessary implication of the terms of the grant. This is not only the statute law of the State, but the same rule has become thoroughly imbedded in the jurisprudence of the State, by judicial interpretation. The latest case holding this doctrine is Walton v. Drumtra, decided by Burgess, J., on February 7, 1899, and concurred in by Gantt, C. J., and Sherwood, J. This decision is founded upon a long line of well considered cases; by Burgess, J., in McMillan v. Farrow, 141 Mo. 55, concurred in by Gantt, C. J., and Sherwood, J.; by Burgess, J., in Schorr v. Carter, 120 Mo. 409, concurred in by Gantt, C. J., and Sherwood J.; by Black, J., in Lewis v. Pitman, 101 Mo. 281, concurred in by Ray, C. J., Sherwood, Brace and Barolay, JJ.; by Brace, J., in Redman v. Barger, 118 Mo. 568, concurred in by Black,P. J., Barclay and Macearlane, JJ.; by Brace, J., in Munro v. Collins, 95 Mo. 33, concurred in by Norton, C. J., Sherwood and Black, JJ.; by Ray, J., in Harbison v. James, 90 Mo. 411, concurred in by Henry, C. J., Norton, and Brace, JJ.; by Ray, J., in Bean v. Kenmuir, 86 Mo. 666, concurred in by Norton, C. J., Sherwood and Black, JJ.; by Ray, J., in Russell v. Eubanks, 84 Mo. 82, concurred in by Henry, C. J., Norton, Sherwood and Black, JJ.; by Adams, C. J., in Straat v. Uhrig, 56 Mo. 482, concurred in by Vories, Sherwood and Napton, JJ.; by Vories, J., in Carr v. Dings, 58 Mo. 400, concurred in by Hough, Wagner, Sherwood, Napton and Lewis, JJ.; by Leonard, J., in Chiles v. Bartleson, 21 Mo. 344, concurred in by Scott, C. J., and Ryland, J.

A more distinguished and learned array of legal and judicial talent, could not be found standing sponsor for any other doctrine or principle of law in Missouri. The law is therefore written and the book closed and sealed on this question in Missouri.

The. testator therefore must be held to have carved out a life estate for his wife in express terms, and a life estate for liis daughter Sarah Cross, by necessary implication from the terms of the grant, and one is as effectual under the statute and the decisions referred to as the other.

These considerations necessarily lead to the conclusion that the judgment should have been for the plaintiffs. The judgment of that court, for the defendants, is reversed and the cause remanded -with directions to enter judgment for plaintiff, after taking an account of the rents and profits.

All concur.