84 Va. 523 | Va. | 1888
after stating the case, delivered the opinion of the court.
This case turns upon the proper construction to be given to the fifth item of the last will and testament of Dr. Southey S. Satehell, late of Accomac. That item of the testator’s will is for convenience here reproduced:
“ 5th. I give to Edward P. East and his legitimate children forever, the farm which I prarchased of Major John Savage, upon condition that he will pay to Eliza P. Scott, Sr., one*531 hundred and thirty dollars annually as long as she lives, and will also pay me what he owes me; but if he will not pay the above annuity to Eliza P. Scott, Sr., and what he owes me, and shall die leaving no legitimate child, I then give the above mentioned farm to Eliza Prances Scott and her children forever; but if she should die leaving no child, I then give the above mentioned farm to my nieces, Mrs. Mary Scarburgli, Mrs. Sarah Duftield, Miss Virginia S. Joynes, and the children of my nephew, Thomas R. Joynes, Jr., and their heirs forever. I also give to Edward P. East forever, all my overcoats, coats, vests, and pantaloons.”
The devisee, Edward P. East, was, it seems, a robust young man of thirty-one years of age at the date of the testator’s death. He was the natural son of the testator by Ailsie East who predeceased the testator by several years. The annuitant, Eliza P. Scott, Sr., was, at the date of the testator’s death, sixty-five years of age. Eliza Frances Scott, who isthe defendant, Eliza F. 0. Garrett, is the natural daughter of the testator, Southey S. Satehell, by said annuitant, Eliza P. Scott, Sr., and she was, at the date of testator’s death, twenty-five years of age. It is a conceded fact that the testator had great regard and consideration for his said daughter, and expended his money and means in her education, maintenance, and support, and also in the support and maintenance of her mother, Eliza P. Scott, Sr. Hpon the death of the testator, the several devisees took possession of the lands devised to them respectively ; and the said Edward P. East held continuous possession of the tract devised to him until his death, which resulted from accident on the 30th of March, 1885. He died intestate,- never having been married, and, of course, left no legitimate child or children; and having met an untimely death, he left surviving him the said annuitant who was greatly his senior—an event that could not have been anticipated by the testator.
Edward P. East accepted under the will, paid the debt due
Benjamin Iff. East, the plaintiff below, and the plaintiff in error here, is the half brother of the said Edward P. East, having the same mother, but by a different father, and who, at the death of Edward P. East, was, and now is the sole heir at law of the latter; and as such, he claims the land in controversy.
On behalf of the plaintiff in error, it is insisted that under the fifth item of the testator’s will, Edward P. East took, upon the payment of the debt due the testator, an estate tail, enlarged by our statute into a fee simple; which estate, after having vested, as'alleged, upon the performance of the condition precedent aforesaid, was liable to be divested only by the concurrence of the two events alleged to be conditions subsequent: 1st, The failure of Edward P. East to pay the annuity to Eliza P. Scott, Sr.; and 2d, The death of Edward P. East without leaving any legitimate child or children. And thus it is contended that the sole question for decision is whether the estate, so alleged to have vested, was liable to be defeated by the happening of either one of these events, or whether, in order to defeat the estate, both events must happen.
The case is very fully and ably argued for the plaintiff' in error in the petition,'where it is said, “the words, ‘and his legitimate children forever,’ would not, perhaps, have been sufficient to create this estate if used in a deed; but they are quite sufficient in a will, ‘wherein greater indulgence is allowed ’; for in a will ‘ an estate tail may be created by a devise to a man and his seed; or to a man and his heirs male; or by other irregular mode of expression,’ citing 1 Tuck. Com. Book 2, p. 47. Or it may be created by a devise ‘ to a man and his children, if he has no children at the time of the
Doubtless the la'w is thus correctly stated; but it is obvious that the doctrine last above cited to the effect that an estate tail may be created by any “ words which show an intention to restrain the inheritance to the descendants of the devisee,” by no means tends to uphold the contention of the plaintiff in error; for not ouly is there no mention in the will of any person, or class of persons, that could embrace the plaintiff in error, but, on the contrary, the manifest and clearly expressed intention of the testator, as evinced, both in the immediate context and in the general scheme of the will, is that the estate should not vest absolutely except in the event of the death of Edward P. East leaving legitimate children, thereby clearly restraining the inheritance to the descendants of the devisee; failing which, the estate goes over to the testator’s natural daughter, ElizaErances Scott, and her children forever, butuponthe further contingency that, if Eliza Frances Scott should die leaving no child, then over “to my nieces, Mrs. Mary Scarburgh, Mrs. Sarah Duffield, Miss Virginia S. Joynes, and the children of my nephew, Thos. K.. Joynes, Jr., and their heirs forever”; thus making these blood relations the ulterior devisees in fee, upon the happening of the two events specified—first, the death of Edward P. East without leaving any legitimate child; and, second, the death of Eliza Frances Scott leaving no child.
On behalf the plaintiff in error, it is claimed, and it was so held by the court below, that of the three conditions annexed to the devise in question, only one of them, to-wit, the payment of the debt due to the testator, is a condition precedent, and that the other two, namely, the payment of the annuity by Edward P. East, and the event of his death leaving no legitimate child, are conditions subsequent, and that both of these events must concur before the limitation over to Eliza Frances
Though it is not necessary to a proper decision of this case, let it be conceded for the sake of the argument, that the payment of the debt due to the testator was the only condition precedent, and that on the performance thereof the estate created vested in Edward P. East; yet it must be remembered that the estate so created and vested was not an absolute estate, but an estate on condition. This is so obviously true, that any contention to the contrary necessarily involves the absurdity of utterly disregarding the plainly expressed words of condition which immediately follow the words creating and devising the estate.
It is insisted that, inasmuch as the estate vested in Edward P. East on the performance by him of the condition precedent, i. e., the payment of the debt due by him to the testator, then both of the conditions subsequent must happen; and, in argument, the question is asked: “ Shall the language (of the will) be varied in order to defeat a vested estate ? Or. shall it be construed naturally, not to say strictly, to prevent such a result?”
The natural construction insisted on by counsel, refers to the language introducing the limitation over to Eliza Prances Scott, which is as follows: “but if he will not pay the above annuity to Eliza P. Scott, Sr., and what he owes me, and shall die leaving no legitimate child, I then give,” &c., &c.
The court below holding that each of the conditions expressed must he performed, also held that, as Edward P. East died without leaving any legitimate child, one of the very events had happened which, according to the manifest intention of the
But it is insisted that this construction is unwarranted by anything contained in the will, is subversive of the established rules of construction, and is opposed to the great majority of adjudged cases in which similar language has been construed. In other words it is contended that the words in question must be taken in their natural grammatical sense, and that when so taken and read, the limitation over is dependent upon the concurrence of all the events specified.
In support of this view, numerous authorities are cited by counsel for the plaintiff in error, prominent among which are the following: Jenkins v. Van Schack, 3 Paige, 242; Gray v. Pearson, 6 H. L. Cas., 105-6; Doe ex Dem., Usher v. Jessup, 12 East, 228; Day v. Day, 1 Kay., 703; Cook v. Misehouse, 34 Beav., 27; Janncy v. Spragg, 7 Gill, 197, reported also in 48 Am. Decis., 557; Redfield on Wills, 473-4, and note 6; 3 Lomax Dig. (marg.) 125-7, and cases cited; and Brewer v. Opie, 1 Call, 212.
But before examining these authorities, let us refer briefly to some of the general principles in regard to the construction of wills; and especially to such as respect the words “or” and “and” here under consideration.
Counsel for the plaintiff in error, quoting from Gray v. Pearson, supra, state the rule thus: “In construing wills and all written instruments, the grammatical and ordinary sense of the words is to be adhered to unless that would lead to some absurdity or some repugnance or inconsistency with the rest of
In 2d Wms. Ex., 715, the author in giving the general rules for the construction of wills, states “that the will must be most favorably and benignly expounded to pursue, if possible, the intention of the testator. To effectuate, therefore, the clear intention, as apparent upon the whole will, words and limitations may be transposed, supplied, or rejected. So, in order to advance the apparent intention of the testator, £ or ’ may he construed ‘and’ and vice versa, in cases of legacies as well as devises of real estate. So, ‘if’ may be construed ‘ when’ for the same purpose.” See opinion of Dorsey, C. J., in Janney v. Spragg, supra, a case relied on by counsel for the plaintiff in error. And in Jackson v. Blansham, 6 Johns., 54, Kent, C. J., after a careful examination of all the authorities upon the subject, quotes with approbation the rule, “that in deeds and wills, the words ‘or’ and ‘and’ are not to he always held to a strict grammatical sense, hut‘or’ is tobe taken for ‘and,’ and ‘and’ is to be taken for ‘or,’ as may best comport with the intent and meaning of the grant or devise.” Dow, as to the authorities cited and relied on by counsel for the plaintiff in error, there is not to he found in any of them a single utterance which can he said to be opposed to the principles above laid down. In many cases as well those referred to as others, words have been rejected or supplied, and in many others, “or” has been taken as “and,” and viceversa, but always with the avowed purpose of carrying into effect the intention of the testator as collected from the whole will, and in pursuing this cardinal principle of construction, it is almost universally admitted that established rules of construction, however wise and just, can at best only serve as aids to a just conclusion. Such is the rule, especially when construing plain words and expressions in common use, which have not acquired a definite legal signification. Hence, in the old case
In the recent case of Stokes v. Van Wych, 83 Va., 724, this court said: “In construing wills, it is universally admitted that the intention of the testator must be sought after as the ‘ pole star,’ and, when found, must be followed as the ‘sovereign guide,’ and that intention must be looked for and found in the will itself. But it must be borne in mind, however, that the true inquiry is not what the testator meant to express, but what the w'-ofds used by him do express. And it must also be remembered that though the testator’s intention, when ascertained, is implicitly obeyed, however informal the language in which it is conveyed, yet the courts, in construing that language, always resort to certain established rules—rules deeply embedded in the law^—by which particular words and expressions, standing unexplained, have acquired a definite legal signification, which does not always comport with. their popular acceptation.” Citing Burks v. Lee, 76 Va., 389, and 3 Jarman on Wills, top pp. 669-70.
How, in the light of these principles, the inquiry is, does the testator make manifest his intention by what he has said in
The evident genefal intention of the testator, and that which is substantially, if not expressly stated in each and every clause disposing of real estate, is that his immediate family relatives, his nieces, Mrs. Mary Scarburgh, Mrs. Sarah Duffield, Miss Virginia S. Joynes, and the children of his nephew, Thomas R.. Joynes, Jr., are the ultimate objects of his bounty, subject only to the preceding life estate as to the land devised by the first clause; and, as to the lands devised by the second, fifth, and sixth clauses, the same nieces, and the children of his nephew, named in the first clause, are made the ulterior objects of his bounty, subject to the contingencies expressed in these clauses respectively, or, to state it differently, the general intention is evinced by these prominent features, which pervade the whole will: 1st. The testator’s plain intention to dispose of his whole estate; 2d. His equally clear description of the persons to take; and when conditions are annexed to the devises, respectively, the careful, though inartificial, manner of stating such conditions; 5th. The manifest intention that the persons, or classes of persons, named or described by the testator, and none other, should share his bounty, so far as he by law was permitted to provide.
Hence, by the first clause of his will, the testator gives certain lands to Mary C. Hew; remainder to his said nieces, and the children of his said nephew, and their heirs forever. Observe here there is no condition, limitation or restriction whatever. After carving out the previous life estate, the absolute fee is given, and to persons or classes of persons carefully designated and described.
By the third and fourth clauses, the testator bequeaths to his two old servants, Lucy Ewell and Caleb Satchell, respectively, certain amounts in personalty. But, passing over the said third and fourth clauses as not necessarily involved in the matter of construction in hand, it need only be remarked that it is perfectly clear by the concurrent testimony of every other clause in the will, that the testator’s general intention was as stated above. Observe too, the logical consistency of thought and expression by which the testator makes it manifest that his special intention was to make his said natural daughter the chief object of his bounty; for in perfect accord -with the aforesaid general intention, he gives the land, devised by the second clause, to her and “her children forever”—that is, after the preceding life estate to Isaac Satchell; hut in the event she should die leaving no child, then over to the testator’s said nieces, and the children of his said nephew, without any limition or restriction whatever.
How, for the present passing by the fifth clause, the one in
We come, however, to the fifth clause in which the testator does not so clearly express himself as in other clauses; or in which it may be said the testator is guilty of needless, if not senseless, repetition out of which has grown all the trouble. The testator says: “ 5th. I give to Edward P. East and his legitimate children forever, the farm which I purchased of Major John Savage, upon condition that he will pay to Eliza P. Scott Sr., one hundred and thirty dollars annually as long as she lives, and will also pay what he owes me; but if he will not pay the above annuity to Eliza P. Scott, Sr., and what he owes me, and shall die leaving no legitimate child, I then give the above-mentioned farm to Eliza Erances Scott and her children forever; but if she should die leaving no child, I then give the
The trouble arises mainly, if not entirely, out of the useless, if not senseless repetition involved in the use of the words “will not pay the above annuity to Eliza P. Scott, Sr., and what he owes me, and,” between the words “but if he,” where they first occur, and the words “shall die leaving no legitimate child,” &c. Obviously, these words serve no intelligent purpose, and they must have been inadvertently used; for the preceding words, ^upon condition that he will pay to Eliza P. Scott, Sr., one hundred and thirty dollars annually as long as she lives, and will also pay what he owes me,” fully express, so far as they go, the conditions annexed to the gift, and by necessary implication they fully and clearly express the idea that if the conditions be not performed, the estate will not pass. The result is, that by the use of these words, the word “and” without necessity and without sense, is twice needlessly introduced and obviously each time only serving to obscure' the testator’s meaning plainly collectable from the whole context. Then these words should be rejected, not only as surplusage, but as words that can serve no other purpose than to confuse and obscure the meaning intended to be expressed, as clearly appears from the context.' Without these words, the clause will read: “5th. I give to Edward P. East and his legitimate children forever, the farm which I purchased from Major John Savage, upon condition that he will pay to Eliza P. Scott, Sr., one hundred and thirty dollars annually as long as she lives, and will also pay what he owes me; but if he shall die leaving no legitimate child, I then give the above mentioned farm to Eliza Frances Scott and her children forever; but if she should die leaving no child, I then give the above mentioned farm to my nieces, Mrs. Mary Searburgh,
The above construction, by AAdiich certain Avords in the fifth clause are rejected as utterly useless and meaningless, is not necessarily in conflict AAdth the construction given by the circuit court; for whilst the words rejected are useless, they may possibly have been used by the testator to emphasize the negative pregnant necessarily carried by the preceding words annexing conditions to the devise. And it is probable that the circuit court took that vieAv, and in doing so found no difficulty in construing the AA7ord “and” twice unnecessarily introduced, as “or,” it being manifest from the whole context that the intention Avas to defeat tlie estate given on condition, if EdAvard P. East should fail to pay the annuity, or fail to pay the debt due the testator, or should die leaAdng no legitimate child.
"Why, and for what conceivable reason, should the testator
It surely cannot be contended that the devise to Edward P. East and his legitimate children created a greater estate than the similar devises to Eliza Frances Scott and her children; nor can any natural reason be assigned why, in the former case, Edward P. East, hedged around by these conditions, should take an absolute estate upon the .performance of only one of them, when one only of such conditions, if not performed, shall be sufficient to defeat the estate devised to Eliza Frances Scott and her children. Hor can it be consistently argued, in the light of the circumstances which surrounded the testator when he wrote his will, that there is not a deep significance in the words legitimate children employed in the devise to Edward P. East, as compared with the simple word children employed in each of the devises to Eliza Frances Scott.
In attempting to repel the view taken by the judge of the circuit court in his opinion, which is part of the record, it is insisted in the petition for writ of error that- the fact that Edward P. East “ was living in open shame with a negro mistress” by whom he had, at the date of the will, at least two illegitimate children, did not conduce, considering the very promiscuous life led by the testator himself, to a less degree of regard by the latter for Edward P. East than was entertained for his natural daughter, Eliza Frances Scott.
It is true that the testator seems to have been quite irregular in his life, and was the father only of children born out of
In opposition to these views, which speak out in the circumstances which surrounded the testator, and which assert themselves unmistakably in almost every feature of the will, it is insisted that the word “and” where it occurs as aforesaid, must be taken in its natural grammatical sense; that Edward P. East having jaaid the debt due the testator, the estate vested in him, and that the other two conditions must concur to divest the estate so previously vested.
Counsel for the plaintiff in error are unquestionably right in quoting from Gray v. Pearson, 6 H. L. Cas., 105, the rule as follows: “In construing wills and all written instruments, the grammatical and ordinary sense of the words is to be adhered to unless that would lead to some absurdity or • some repugnance or inconsistency with the rest of the instrument, in which case the grammatical and ordinary sense of the words
The counsel for the plaintiff in error quote the remark of Lord Alvanly in Harrison v. Foreman, 5 Vesy, 209, which is: “ When there are clear words of gift creating a vested interest, the court will never permit the absolute gift to be defeated, unless it be perfectly dear that the very case has happened in which it is declared that the interest shall not arise.” This quotation exposes the vice which lies at the very root of the whole contention, and is but the bare assumption that on the payment of the debt due the testator the estate devised vested absolutely in Edward P. East; or, in other words, that it vested and could not be divested except upon the concurrence in the breach of the other two conditions—a conclusion that can only be reached by utterly ignoring not only the express terms in which the conditions are annexed to the gift, but by disregarding also the whole context. Many other authorities to the same effect, are referred to, but they either do not apply to the case in hand or are not at variance with the rule laid down in Gray v. Pearson, supra, a rule universally admitted, and the rule which has been our guide in the present case.
After referring to a large number of authorities, the contention for the plaintiff in error culminates in the citation of Brewer v. Opie, 1 Call, 212, which it is claimed makes the insistence so plain that its discussion is rendered superfluous in Virginia. The case of Brewer v. Opie makes nothing plain except that the construction we have given in this case is warranted by the circumstances. That case only decides the simple proposition stated in 1 Jarman, 506, and which has been long settled, that a devise of real estate to A and his heirs, or,
The judgment of the circuit court is eminently correct and must be affirmed.
Judgment affirmed.