18 Ala. 132 | Ala. | 1850
We tlink the testimony fully establishes that the will was duly executed, and that the testator was of sound mind. It is, therefore, only necessary to examine the questions growing out of its construction.
By the second and fourth clauses of the will, the testator willed and devised to his infant daughler, then unmarried, and to the heirs of her body, certain lands, a number of slaves, with other-persona] property; also, all the money be might die possessed of, or that might be due to him at the time of his death. The fifth clause of the will is in the following language — “If my said daughter should die without leaving lawful issue from her body, then I will and ordain that all the estate which she may die possessed of or entitled to, both real'and personal, under and by virtue of my will, shall go to and be equally divided between Benjamin Davis, the son, and Lucy Ann Davis, the daughter of my brother Sugar Davis, and to their heirs, and to hold the same share and share alike forever.” The widow of the testator married after his death, and the complainant, who was born before the death of the infant daughter of the testator, is the issue of that marriage. The devisee died in 1844, in infancy, without issue, and the executors paid and handed over to the guardian of Benjamin and Lucy Ann Davis, the share of the personal estate to which she was entitled under her father’s will. The object of this bill is to recover from them all they received from the exe'cutors, on the ground that the infant daughter took under
I frankly admit that if words in a will or deed have uniformly, had attached to them a specific meaning by the judgments of our courts, we must continue to apply the same meaning to them, notwithstanding this meaning might, in our opinion, be different from the natural import of the words; otherwise titles to property would become uncertain, and the judgments of out-courts would he as it were snares to entrap those who rested with confidence on them. Laying aside then the plain and natural import of the words used in this will, let us examine the construction that has been placed on them by our own courts, and
After the best examination I can give to the English authorities, I find that the words used in this will, or other words of precisely similar import, have for more than one hundred years been construed to mean issue or children living at the death of the first taker, when applied to personal estate; and the same words, when applied to real or freehold estate, have been construed to mean an indefinite failure of issue, and to create an estate tail in the first taker by implication; or if an estate tail was expressly created by other words, then the words in this will would not be so construed as to limit it to an estate for life, but would be construed to mean an indefinite failure of issue at any time, however long, after the death of the first devisee. It would be useless, if not impracticable, to review in this opinion, all the cases I have examined, but I propose to notice briefly some of the leading ones. The first I shall advert to is Atkinson v. Hutchinson, 3 P. Wms. In that case Edward Baxter being possessed of a term for years, devised the premises to trustees in trust, first to keep them in repair, and to pay the overplus to Sarah, his wife, for life, if she should so long continue a widow, and after her death, or second marriage, for the use of such children as the testator should leave living at his death, equally amongst them ; and in case any of his children should die without leaving any issue, the share of him or her so dying to be divided between the survivors; and if all his children died without leaving any issxie, then to the use of John Hutchinson. All the children of the testator died leaving no issue, and the question was whether the bequest over to Hutchinson was too remote. The Lord Chancellor held that the words, die'without leaving issue, must be intended to mean issue living at the death, and consequently that the devise over to Hutchinson was not too remote. In the opinion pronounced, the Chancellor adverted to the distinction between a devise of real, and a bequest of personal property. He admitted that if the devise had been of freehold estate, the limitation over would have been too remote, but as it was personal property, the court laid hold of the word leaving, as indicative of an intention of tying up, or limiting the contingency to the death of the first taker; that is, it meant issue living at the death of his children, or surviving child. In the case of Read
In the case of Goodtitle on the demise of Peake v. Peyden, 2 Dunf. & East, 720, the testator devised a chattel interest to P. and to the heirs lawful of hi pi forever, but in case he should happen to die and leave no lawful heir, then ower. It was decided that lawful heir in this will meant heir of the body, and that the word have limited die contingency to the death of the first taker, and it was therefore good as an executory devise. In the case of Forth v. Chapman, 1 P. Wms., 663, the testator gave both real and personal estate to his two nephews, and if either of them should depart'ibis life and leave no issue of their respective bodies, then he gave the property devised over to other persons. • Lord Parker, on appeal from the judgment ©f Sir Joseph Jekyll, said — “ If I devise a term to A., and if he die without leaving issue, remainder over, this must be intended, if A. die without leaving issue at his death, and then the devise over is good; and although both real and personal estate was conveyed by the same words in the same will, yet, in reference to the realty, they were held to mean an indefinite failure of issue,, but, in regard to the personally, they were held to mean a definite failure, that is, a failure of issue at the death of the first taker.”' In the case of Sheffield v. Lord Oweny, 3 Atkyns, 288, the words of the will, on which the question arose, were, and “leave no issue behind him,” then over. Lord Hardwicke held that, in regard to the real estate, the contingency was too remote; but in reference to the personal property, they meant issue living at the death of the first taker, and in the opinion delivered, he said, I do not see any reason why the same words in the same will-
©a the other hand, some of. the American cases hold that the word leave or leaving, whea-.used in reference to personal estate, does not limit the contingency to the death of the first taker, but denotes an indefinite failure of issue. One of •the leading cases is Patterson v. Ellis, 11 Wend. 259. In this case, the limitation over was created by the words, die without leaving lawful issue, and the bequest was of personalty. It was decided that the limitation over was too remote* and the first taker had the absolute right to the whole. But I submit that any unbiased mind, after an examination of the English authorities, and keeping in view the distinction between personal and real property, mu«t pronounce that Judge Savage, who delivered the opinion of a. majority.' of the court, ,is not sustained by authority. The error of his argument ¡is in this; he argues that if the subject matter of the devise had been real, instead of personal property, the devise would have been construed as creating an estate tail, and therefore, as it was personalty, the contingency was too1., remote and the. remainder void, without adverting to, or- ak lowing the distinction that has long prevailed, that although the courts would hold the words to create an estate tail, if used in referenca to real estate, yet if personal property was the subject of the devise, they would struggle hard to limit the contingency to the death of the first taker, in order to give effect to the whole will, and for this purpose the word leave or leaving, when used in reference to a bequest of personal property, has uniformly been held sufficient to justify the court in holding that the testator intended to limit the contingency to the death of the first taker. The reason of this distinction between real and personal estate was, that the ■ common law not only permitted estates tail, but they were a favored species of estates, and by construing the words • used in this will as creating an estate tail, they gave effect/1 to the devise over as a contingent remainder expectant &mt( the ultimate failure of issue of the first taker; that is, they-
But the question now arises, what construction shall we give
2. But it is contended that the first taker had the power under the will to dispose of the whole estate, real or personal, or any part of it, for her own use, and that such a power is inconsistent with an executory devise, and shows that the testator intended to give the entire estate to his infant daughter absolutely and unconditionally. I admit that the absolute power of disposition would be inconsistent with the nature of an executory devise, and would show that the intention of the testator was to give to the first taker the entire estate, unless a bare life estate was given with a naked power of appointment in favor of others, which is clearly not the case here. The question, therefore, is, does the will give the infant daughter of the testator the right to sell or dispose of the property devised, at her own pleasure and for her own use? In the case of the Attorney General v. Hall, Fitzg. 314, the devise was of real and personal estate to the son of the testator and to the heirs of his body, and if he should die leaving no heirs of his body, then so much of the estate as he should be possessed of at his death was devised over. The son suffered a common recovery of the real estate and made a will as to the personalty, and died without issue. It was held that the limitation over was void, because the absolute ownership was with the first taker, who had by the terms of the will the right to dispose of the whole. Again, in the case of Brewster v. Bull, 10 Johns. 18, the devise was of land, and the language of the will was, “ in case my son should die without lawful issue, the said property he dies possessed of, I will to my son Y.” The Supreme Court of New York held the limitation over void, because it was repugnant to the absolute ownership resulting from the right to dispose of the property. So in the case of Ide v. Ide, 5 Mass. 500: The devise was to Peleg Ide and his heirs, and assigns forever, and to the devise are added the following words: “ and if my son Peleg shall die and leave no lawful heirs, what estate he shall leave to be equally divided between my son John Ide and my grand-son Nathaniel.” Chief Justice Parsons said
[After the delivery of this opinion, at June Term, 1849, the Hon. H. W. Collier resigned bis seat upon the bench, and the Hon. Silas Parsons was appointed in his stead. A petition for a re-hearing was thereupon presented and granted, and the cause was re-argued a! the January Term, 18-50.]
Since the re-argument of the case, I have deliberately re-examined my opinion, and I trust with the view of ascertaining and applying the rules of law that should govern it, and I am compelled to say that my examination has but confirmed me in my opinion. I must therefore adhere to it, notwithstanding the respect I entertain for the opinions of my brethren. I think they have carried the doctrine of defeating a remainder over, created by an executory devise, by implying an absolute power, or right of disposition, in the first taker, farther than any case that can be-found, and, in my humble judgment, by implying a power never designed to be given by the testator.
When this case was first argued, I was a stable to agree with the late and present Chief Justices in the conclusion at which they arrived. It lias been since re-heard, and having given to it all the consideration which its importance demands, I proceed briefly to state my views of it, which remain unaltered.
The questions before us arise upon the construction of the will of Norphlet Davis, the 2d, 4th, and 5th items of which-are as follows: — “Item 2d. I will, and devise and grant, and bargain* to my infant daughter, at this day and date not married, all the .lands and premises and appurtenances thereto belonging, which
“ Item 4th. — I will and bequeath unto my infant daughter, and to her heir or heirs of her body, the following named slaves, viz : Levi, &c.” (setting out their names, &c.) “ I also give and .bequeath unto my daughter all money, which I may die in possession of, or which may be due me at the time of my death, or thereafter, to become due, either by bonds, notes, mortgages, or in any other manner, together with all other personal property which I may own orbe entitled to, at the time of my deanh, and not otherwise disposed of by me.”
“ Item 5th. — -If my said daughter shall die without leaving lawful issue from her body, than I will and ordain that all the estate which she may die possessed of or entitled to, both real and personal, under and by virtue of my will, shall go to and be equally divided between Benjamin Davis, the son, and Lucy Ann Davis, the daughter of my brother Sugar Davis, and to them and •their heirs, to hold the same share and share alike forever.”
The daughter died, leaving no children or descendants of them. The complainant, who is the heir at law of the daughter, insists that this will vested in her the absolute property; on the other hand, the defendants, Benjamin and Lucy Ann Davis, contend that the limitation over is good as an executory devise, and vests the property in them upon the death of the first devisee. My ppinion is that the remainder over, attempted to be created by the 5th item, cannot be supported as an executory devise, and that the absolute property vested by the will in the daughter of the testator.
The law applicable to the case has been ably commented upon by the counsel on both sides, and the numerous cases cited upon their briefs have been carefully examined. I do not propose to review all these decisions in this opinion, but merely to state, in as brief manner as I can, the general principles deducible from them as applicable to one view of this case, and which I regard as decisive of it.
1. It is a well settled rule of construction, that “ every word of a will must have a meaning imputed to it, if it is capable of a meaning without a violation of the general intent, or of any other
There are several cases which I think sustain the view here taken. In Jackson ex. dem. Brewster v. Hall, 10 Johns. Rep. 19, the testator bequeathed to his son, Moses, the premises in dispute, and by a subsequent clause declared, “ In case my son, Moses, should die without lawful issue, the said property he died possessed of, I will to my son, Young, his lawful issue, &c.” It was held that the limitation over was void as being repugnant to the absolute ownership confered by the’will on Moses, as shown by his implied right of disposing of the property.
In the Attorney General v. Hall, Fitzgibbon 314, the bequest over was of so much of the real and personal estate as he (the first devisee,) should be possessed of at his death. The first taker suffered a common recovery as to the land, and made a will of the personal estate, and died without issue. It was held that tail created in the land was barred by the recovery, and that the limitation over of the personal estate was void as repugnant to the absolute ownership and power of disposal given by the will. I have not been able to lay my hand upon this volume, and have quoted the language used by Parsons, C. J., in Ide v. Ide, supra. I am, however, cited by the counsel to the decision of the case of Read v. Snell, 2 Atk. 648, where Lord Hardwicke quotes the language thus — “ I give the residue to my son, Francis Hall, and the heirs of his body, to his and their own use; but in case my son should depart this life, leaving no heirs of his body living at the time of his decease, then I give so much of the said residue, as shall not have been disposed of by my said sont to the Goldsmiths' Company." This perhaps gives a clearer indication of the intention of the testator to confer the right of disposing of the property upon the son, than the words as quoted by Chief Justice Parsons, but still it is in point to show that where the right of disposition is given by necessary' implication, it is inconsistent with the limitation over by way of executory devise. Besides, the language conveys pretty much the same idea with a slight variation in the phraseology. There is but little difference in the ordinary acceptation of the language used, between “ so much as he shall leave undisposed of” and “ all that he may die possessed of, or entitled to, &c.” Each implies the right of disposition. In Ide v. Ide, 5 Mass. R. 500, the testator made
I repeat, that these decisions, although none of them embrace the exact language used in the will before us, are nevertheless in principle closely allied to it, and they settle very clearly the rule which is recognised also, by various elementary writers, that a valid executory devise cannot exist, where the first taker has the power of defeating the limitation by disposing of the property, whether it be real or personal. JNor. does it make any difference whether the first taker has exercised the power of alienation or not, if it be confered; if the clear intent of the testator was to give to the first taker the absolute control of the property, it is inconsistent with, and destructive to the limitation over by way of executory devise. — 1 Jarm. on Wills, 786; 2 Saund. 388, d, and cases supra.
But it is supposed that the adding of the words, “ or entitled to under and by virtue of my will,'” shows that it was the intention of the testator to create a limitation over in the whole of the property confered by the will on the daughter, and that the power of alienation is not therefore confered. If we supply the word “die” in the latter clause of the sentence, (and it is evidently understood) the meaning to my mind is exceedingly clear, and the reason for the insertion of the last clause may very readily be imagined. The sentence would then read thus, “all the estate she may die possessed of, or die entitled to under and by virtue of my will,” &c.. She might not die possessed of some of the estate to which she might be entitled under the will; or it may be that by the latter clause of the sentence, the testator intended to explain more particularly his meaning as expressed in the first, to wit: not that he was bequeathing over all that his daughter might die possessed of, whether it was properly which passed to her under the will, or was acquired by her otherwise, as the words taken literally would import, but only such as she should die entitled to under the will. The former hypothesis, however, I
The construction, which I place upon the latter clause of the fifth item of the will, gives effect to all the words, and harmonizes with the general intent of the testator to be gathered from other parts of the will and carries it into effect, so far as it is legal, whereas the contrary construction regards them as surplus-age and unmeaning. When the testator, in the second item of the will, desires to designate the lands which he devises to his daughter, he uses similar language” — “ all the lands, &c., which I may die possessed of or entitled to.” He might have died entitled to land, of which at the time of his death he was not in possession, and hence the propriety of inserting the words " or entitled to.” A similar expression occurs in the foulh item, in respect to his personal property. Retaining as the testator did the right of disposing of the property at any time during his life, and of which right, if he had so desired, he could not have deprived himself by any provision in his will, it is clear that he used these expressions as descriptive of the property which should vest in his daughter upon his death, namely, such as he should not dispose of otherwise — as he should “ die possessed of or entitled to.” This is persuasive to show that kindred expressions occurring in the succeeding clause of the will were used and should be understood in the same sense. — 2 Chan. Cases, 169; 2 Ves. 616; 12 Pick. R. 436; 10 Bacon’s Abr. (Bouv.) 539. It is clear that the testator’s daughter was the leading object of his bounty. His main intent was to make a suitable provision for her. He gives the property to her, not for life, with remainder over; but he gives it to her absolutely, “to her and the heirs of her body forever.”
In no part of the will is there any expression, which, in my opinion, imposes any restraint upon the daughter’s right of alienation. Thus far, the construction, which I give to the will, carries out what I regard the general main intent of the testator. The question then comes up in his mind — suppose the daughter should die, leaving no issue of her body, without having disposed of the property I have given her, what disposition shall be made of the property so remaining? He responds to this
In my opinion, the decree of the chancellor should be reversed and the cause remanded; and such being the opinion of a majority of the court, it is accordingly so ordered.
Decree reversed and cause remanded.
I think the limitation over is void, because it is repugnant to the absolute right of alienation of the whole estate, real and personal, which the testator gave to his daughter, the first devisee. He gave the estate which is in controversy, in the first place, to his daughter and to the heirs of her body; and, by a further clause in his will, he provided for the contingency of his daughter’s death, without leaving lawful issue of her body. In that case he devised all the estate that she might die possessed of or entitled to, both real and, personal, under and by virtue of his will, over to Benjamin Davis and Lucy Ann Davis, his nephew and niece. The estate thus devised over was not the estate which the testator had devised to his daughter, but it was the estate which she might die possessed of or entitled to under