Lead Opinion
Ira P. Granger died seized of the real estate here in controversy. The third! item of his will reads as follows:
“Third. I give and bequeath to my third son, Edwin Granger, one-fourth in value of all the real estate of which I may die seized, to have and hold the same during the full term of his natural life, and after his death I devise and bequeath the same to the heirs of his body by him begotten, if there be any such heirs him surviving, and should he have no heirs of his body by him begotten him surviving, then I give and devise the said real estate to him hereinbefore devised to the said Samuel and Sumner and to my granddaughter, Effie Pharr, in equal proportions in fee, provided, nevertheless, that the estate so taken by the said Effie shall be liable to this condition, that should said Effie die without leaving any heir of her body by her begotten and delivered and surviving her, then her share of said real estate should be and become the property of the said Samuel and Sumner absolutely in fee. And I also give and devise to the said Edwin one-fourth of all the personal property of which I may die seized absolutely.”
Edwin Granger died after the death of his father, the testator, and left no children surviving, but left the appellant as his widow. The appellees consist of Sumner Granger and the heirs of Samuel Granger, and Effie Pharr.
The appellant claims that, under the clause of the will above set out, her former husband, Edwin Granger, acquired a fee simple in the land in dispute, which has descended to her as his widow.
The appellees claim that under the will Edwin Granger had only a life estate in the land; and that on his death, without children surviving, the land fell to them.
In its strict legal sense, “heirs” signifies those upon whom the law casts the inheritance of real estate. They are those in the line of descent from the ancestors; and may be grandchildren, or even more remote descendants, as well as children.
The word “heirs,” as said by Mr. Anderson (Law Diet., p. 508), “may be used in deedg, as it is often used in wills, for ‘children,’ or ‘issue,’ or ‘grandchildren.’ ” “ ‘Issue,’ ” says the same author (p. 570), “means, prima facie, the same as ‘heirs of the body,’ and in general is to be construed as a word of limitation. But this construction will give way, if there be on the face of the instrument sufficient to show that the.word was intended to have less extended meaning, and to be applied only to children or to descendents of a particular class or at a particular time.”
So it was said in Allen v. Craft, 109 Ind, 476: “Strong as is the word ‘heirs,’ it may be read'to mean children, if the context decisively shows that it was employed in that sense by the testator.” Citing Ridgeway v. Lamphear, 99 Ind. 251; Shimer v. Mann, 99 Ind. 190; 50 Am. Rep. 82; Hadlock v. Gray, 104 Ind. 596.
It therefore becomes necessary to determine from the will what meaning the testator in this case attached to the word “heirs,” or “heirs of his body,” in the item of said will above set out. If by the words used he intended to designate those persons who in law would be entitled to inherit property from Edwin Granger, as being in the line of descent from him; then
To arrive at the testator’s meaning it is not enough to consider only the words to be interpreted. The whole context, all the words of the will, or of the item thereof under consideration, must be considered, in order to arrive at the real intention.
The devise of the estate is, first, to Edwin Granger, “to have and hold the same during the f-ull term of his natural life.” This, taken by itself, and without reference to other words in the will, is plainly a life estate. The next clause reads: “And after his death I devise and bequeath the same to the heirs of his body by him begotten, if there be any such heirs him surviving.” These words were evidently intended as a devise of the remainder, after the life estate, to the persons named; and the rules for the interpretation of wills require that the intention so manifested be given effect, provided this can be done consistently with law. The third clause of the devise, and the last that we need consider, so far as this interpretation is concerned, is the following: “And should he have no heirs of his body by him begotten him surviving, then I give and devise the said real estate to him hereinbefore devised to the said Samuel and Sumner and to my granddaughter, Effie Pharr, in equal proportions in. fee.” By these words the testator undoubtedly meant that on the death of Edwin Granger, leaving “no heirs of his body by him begotten him surviving,” the remainder should go to Samuel, Sumner and Effie.
What then did the testator mean when speaking of his son Edwin and using the words, “heirs of his body by him begotten him surviving?” The appellees con
Nor can we ignore or pass over this expressive word. To beget is as strong a word as child itself; it is the act by which a child is brought into being. In a measure, the same relation exists between the word beget and the word child, that does between the word create and the word creation; between cause and effect.
Neither was the word used by inadvertence; it is employed over and over in the item of the will, in the same connection, and with the same evident meaning. In speaking of his granddaughter, the testator said, “that should said Effie die without leaving any heir of her body by her begotten and delivered surviving her, then her share .of said real estate should be and. become the property of the said Samuel and Sumner absolutely in fee.” Here there can be no possible mistake as to the meaning; he speaks of an “heir of her body by her begotten and delivered.” While the use of the word “begotten” in relation to a mother and child may be unusual; yet no one will .say that the word “delivered” does not show such parental and filial relation. And the use here of “begotten” in the same connection fixes the meaning absolutely of the latter word as relating to parent and child.
We therefore conclude that by the use of the words, “heirs of his body by him begotten hipi surviving,” the testator referred to children of his son Edwin.
In Millett v. Ford, 109 Ind. 159, a devise, as interpreted by the court, was to “James R. Rachels, during his life time * * * and, after his death, to the heirs of his body begotten in lawful wedlock;” and it was held that “the heirs of his body begotten in lawful wedlock,” meant his children. And this holding was made, notwithstanding the fact that the will did not say, “the heirs of his body begotten by Mm in lawful wedlock.” It would seem that “heirs of his body begotten in lawful wedlock,” might have referred not only to his children, but also to grandchildren or more remote descendants, all of whom would have constituted his “issue,” or “heirs of his body begotten in lawful wedlock,” as these terms are understood in their strict legal sense. In the case at bar there is certainly a more definite reference to children, the words being “the heirs of his body by him begotten.” Who, indeed, but Edwin Granger’s own children could be “heirs of his body by him begotten?” Grandchildren and more distant descendants of other heirs are begotten by their own respective parents, and not by more remote ancestors.
In Millett v. Ford, the case cited, the court concluded: “Whenever, as in the case now before us, it is certain that the term, 'heirs’ is used with the intention that they should take as children, or' as purchasers, the will should be so construed,” citing Rapp v. Matthias, 35 Ind. 332; Brown v. Harmon, 73
The devise to Edwin Granger was, therefore, a life estate only, remainder to his children. Never having had a fee in the land in controversy, his wife, the appellant, now his widow, had no interest in the land during his life, and could not succeed to any at his death. The rule in Shelley’s Case has no application.
As to the nature of the rule in Shelley’s Case and its application in this State, seeMcIlhinny v.McIlhinny, 137 Ind. 411, 24 L. R. A. 489; Waters v. Lyon, 141 Ind. 170; Henry’s Probate Law (2d ed.), sections 626-628.
The demurrers of appellees to the answer of appeilant, setting up a fee in her husband under the provisions of the will, were properly sustained.
Judgment affirmed.
Rehearing
sOn Petition for. Rehearing.
In the learned and able brief filed with their petition for a rehearing, counsel for appellant fail to cite a single Indiana case in support of their contentions, or to explain how we shall distinguish the case before us from former decisions of this court, upon which reliance was placed as authority for the conclusion arrived at in the principal opinion. It is true, that numerous English cases are cited, particularly those of ancient date, as also text waiters of that country, besides many American authorities, to show that the devise in this case was an estate tail. But the law has made progress, and American eases have not usually followed closely those precedents of the old country which wmre based upon
As said in 2 Preston on Estates, 453, “The statute [de (lords, or of entails] was considered as a family law, to preserve the property, and maintain the grandeur of the nobles and great men of those days. For that reason, and from the inclination of mankind in general to perpetuate their property in their families, the statute was liberally expounded.”
But, even in England, the law in this respect changed from age to age with the changed conditions of society and government. At first, the feudal lord bestowed a tract of land, or rather the use of it, upon his vassal. In time, the right to this use passed, on the death of the vassal, to his heirs; and so the custom grew to make the gift of tenure, in the first instance, to the vassal and his heirs. There was in the beginning no right of alienation in the vassal. The land belonged to the lord, and its use, merely, was given to the vassal, usually in compensation for personal services, military or otherwise. But with the growth of independence on the part of the vassal, arose a claiip to a larger estate in the land. As, however, this estate was shared with the heirs, and fell to them, in succession, on the death of the ancestor, a fiction was resorted to in order to cut off the heirs and give full title to the life tenant. Yet even after the fictions of fine and recovery had become recognized means of perfecting title, the old forms still remained; and a deed or devise, in order to carry the full estate, continued to be, as before, to a man and his heirs, so that it became accepted as a rule of law that the whole estate in land could not be otherwise held by one per
In 2 Jarman on Wills, Chap. 37, the author considers the effect of such modifying language used in connection with the words, “heirs of the body,” and says: “A devise to A. and to the heirs of his body, or to A. for life and after his death to the heirs of his body, vests in A. an estate tail. On a devise couched in these simple terms, indeed, no question can arise; for wherever the contrary hypothesis has been contended for, the argument for changing the construction of the words has been founded on some expressions in the context,” used by way of limitation or modification.
While the modifying expressions are shown in the prevailing current of the cases cited by Mr. Jarman to have been ineffectual to change the legal effect of the words “heirs of the body,” yet cases are also given in which the courts held that the change intended was effected.
In Doe v. Laming, 2 Burr. 1100, the devise was: “To A. and the heirs of her body lawfully begotten or to be begotten, as well females as males, and to their heirs and assigns forever, to be divided equally, share and share alike, as tenants in common.” A. died in the testator’s lifetime. Lord Mansfield stated, as said in Jarman’s text, that “the devise could not take effect at all, but must be absolutely void, unless the heirs took as purchasers.”
In Doe v. Ironmonger, 3 East. 533, the devise was; “To A. and his heirs, upon trust to receive the rents, and apply the same for the support of S. and the issue of her body lawfully begotten or to be begotten, their heirs and assigns forever, without any respect to be had or made in regard to seniority of age, or priority of birth, and in default of such issue, over.” The court held that the words “without seniority of age or priority of birth,” showed that the heirs of S. took as purchasers or children.
In Doe v. Goff, 11 East, 668, the devise was: “To M. and the heirs of her body lawfully begotten or to be begotten, as tenants in common, and not as joint tenants. But if such issue should depart this life before he, she, or they should respectively attain their age or ages of twenty-one years, then over.” It was held that M. took an estate for life only, remainder to her children. Lord Ellenborough considered that the heirs of the body being to take as tenants in common clearly
In Crump v. Norwood, also, 7 Taunt. 362, 2 Marsh. 161, “heirs of the body” being described as tenants in common were held to be children.
In Gretton v. Haward, 6 Taunt. 94, 2 Marsh. 9, the devise was to a wife for life, and after her death to the heirs of her body, share and share alike if more than one, and in default of issue to be lawfully begotten by the testator to be at her own disposal. It was held that the wife took a life estate, with remainder to her children as tenants in common.
The foregoing and other like cases, Mr. Jarman contends, were practically overruled in the case of Jesson v. Wright, 2 Bligh 1, where it was held that such phrases as “share and share alike,” and “tenants in common,” were not sufficient to show that the words “heirs of the body” were to be taken in the sense of children. Even in that case, however, Lord Eldon observed that, “The words ‘heirs of the body’ will indeed yield to a particular intent that the estate shall be only for life, and that may be from the effect of superadded words, or any expressions showing the particular intent of the testator,” provided only such added words be clear and equivocal. Moreover, in cases decided since Jesson v. Wright, supra, it has frequently been held that modifying expressions, such as used in that case, were sufficient to cut down the estate from one in tail to one for life. One such case was Right v. Creber, 5 B. & Cr. 866, in which, after a life estate to a daughter, the devise over was to the heirs of her body, share and share alike, their heirs and assigns forever; and it was held that by “heirs of her body” was meant children.
Of another such case Mr. Jarman says: “Nor is Wilcow v. Bellaers [Hayes’ Inquiry, 2] the only instance
In the same chapter of the work here cited, numerous instances are given of another class of cases where explanatory words in the will, as “heirs male of the body,” “heirs of his or her body lawfully to be begotten as aforesaid,” and “heirs male of his body for their several lives in succession according to their respective seniorities, or in such parts, shares and proportions, manner and form, and amongst them, as the said W. T., their father, should appoint,” were held to mean children. In this class of cases, it will be seen, as said by Mr. Jarman, “that the testator had annexed to the term ‘heirs of the body/ words of explanation, which were held to prove that he had used the expression as synonymous with sons.” 2 Jarman Wills (6th ed.), 379. See further, 2 Jarman Wills (6th ed.), 336; 1 Preston Estates, 349, 359, 369.
Thus, what in the beginning had been a mere life tenure by a vassal, passed at first to the heirs of the vassal, next became fixed in such heirs, and then returned as an absolute estate to the first taker, the heirs being totally cut off, whatever might have been the intention of the grantor. Finally, however, but most reluctantly, the right of the grantor to dispose of his estate in such parts and with such tenure as he desired, began to be recognized. Accordingly, in later years, in England, and still more in this country, freedom of alienation has been more largely exercised and mo-re freely recognized, and the owner of land has,
There was a time, as the books show, when a deed from a father to a son for life, remainder to the children of the son, conveyed the absolute title to the son, however improvident such son might be, or however strong might be the desire of the father to save the estate for his grandchildren. We think that the prevailing current of the law now is, particularly as to wills, that when the intention of the donor is clearly manifest from the language used, considering the established rules of construction, such intention must prevail; in other words, that the owner of property will be permitted to do with it as he thinks best. Rusk v. Zuch, Admr., post, 388.
It is, of course, still true, at least in this State, that where the contrary intention is not clear, or where, in connection with a grant of the fee, or even of a life estate, the words “heirs,” “heirs of the body,” or other words of inheritance, are used to denote the successive line of those who would be entitled to take the estate, a fee simple, absolute, will pass, fees tail having been abolished by the statute, or, rather, having been declared to be the equivalent of fees simple. Section 3378, Burns’ R. S. 1894 (2958, R. S. 1881). But in case a life estate only is given, and the words describing the grantees or devisees of the remainder denote children or other definite persons, or where modifying expressions are used which show that such was the meaning intended, then the persons so designated will take as purchasers, and the life estate will not be enlarged in the first taker.
“The sound rule of interpretation to be adopted in these cases,” as said in 1 Preston on Estates, 376, “is that which takes the context for, its guide, and which consults the general intention, and endeavors to give
As to the interpretation of wills, it is also said by the same authority, 2 Preston Estates, 68: “In the construction of wills, the testator is supposed to have wanted the professional assistance, of which a party to a deed may always avail himself. The law, therefore, regards the intention, more than the precise legal words in which the testator has expressed his meaning.”'
Among the devises referred to by Mr. Preston, are the following: In Doe v. Burnsall, 6 Term Rep. 30, there was a devise of land to M. and the issue of her body lawfully begotten, as tenants in common, and in default of such issue, over. It was held a life estate in M. 2 Preston Estates, 255. And, in Merest v. James (ib. 261), where the devise was to a daughter for life, then to the issue of her body lawfully begotten, and in default of such issue, over; held, a life estate in the daughter.
In 2 Preston Estates, 28, the same author, speaking
An examination of American authorities will but disclose a more marked tendency to so interpret instruments, particularly wills, whenever it may be done, that the intention shall prevail. In 1 Sharswood & Budd’s Leading Cases Real Prop., 197, it is said in note that, “In furtherance of the testator’s desire, even the word ‘heirs’ may be read in another sense, as ‘sons.’ Lyles v. Digges’ Lessee, 6 H. & J. 364, 14 Am. Dec. 281; or ‘children,’ Bunnell v. Evans, 26 Ohio 409.” And further: “A devise in words which would clearly give an estate in fee, will be construed a devise for life if the will contains a devise over on the death of the first taker, Jones’ Exrs. v. Stites, 19 N. J. Eq. 324, and even if there is a devise over on the happening of a contingency connected with the life of the first taker, as a devise over in case the first taker shall
In the same note, at p. 199, the learned editors say: “A devise to several, to be equally divided, to them for life, and after their deaths to their lawful issue, and if any one should die leaving no issue, his or her share to be divided among the survivors, will give estates for life, with fees, * * * in remainder.” Again, at p. 202, it is said: “A devise to a wife and her husband for their lives and the life of the survivor, ‘subject to be divided among the heirs of her body,’ and in default of heirs of the body, then over, gives a life estate. Self's Admr. v. Tune, 6 Munf. 470.” And the following: “ ‘If in case said O. R. should live to arrive at manhood, and beget heirs lawfully, the above property to him and his heirs forever,’ followed by a devise over, was held to give a life estate, to be enlarged to a fee upon the birth of issue. Felton v. Billups, 1 Dev. & Bat. Eq. 584.”
The rule against perpetuities requires that an ex-ecutory devise must take effect, if at all, within a limited time. A devise over on the death of the first taker “without issue,” “without heirs,” “without heirs of the body,” “without leaving heirs,” etc.; has been held to be indefinite or remote, signifying without heirs generally; and hence the devise over is void. But a devise over to take effect at the death of the first taker, or at his death leaving no children, or “leaving no issue living,” or “without issue alive,” has been held to be definite, and the devise over good. Wallington v. Taylor, 1 N. J. Eq. (Saxt.) 314; Den v. Schenk, 3 Hals, 29, cited in 2 Sharswood & Budd’s Leading Cases Real. Prop. 496.
Tt is therefore apparent, that the decisions of this State, cited and relied upon in the principal opinion, are not without support from English text writers
The power to dispose of real estate is universally regarded as an inseparable incident of a fee. But, while a grant of the fee, or of all the estate, with power to sell, will carry the full title, yet it is equally well settled that a grant of an estate for life, with power to sell, will convey a life estate, only, with power to dispose of the same during life. 2 Preston Estates, 85,119; TiedemanReal Prop., section 398, and authorities cited.
If the estate is for life, with remainder to children
If the limitation to issue is definite, as we hold it is in the case at bar, that is, to take effect in possession within a life or lives in being, it is good; and the limitation over, in default of such issue, is also good. If, hoAvever, the'limitation should be indefinite, that is, remainder to issue or heirs generally, the limitation over would be too remote, and hence void as in violation of the statute against perpetuities and in favor of the vesting of estates. Section 3382, Burns’ R. S. 1894 (2962, R. S. 1881).
Mr. Tiedeman (Real Prop., section 542), citing the early case of Pells v. Brown, Cro. Jac. 590, and numerous other cases, says, in note, that “Where the limitation over is to others, or to the surviving children or issue of the first taker, a 'definite failure of issue is presumed to be intended.” “The tendency,” says he, “is to construe ‘die without leaving issue,’ or Heaving no issue,’ as meaning definite failure of issue. * * * So, also, was a definite failure of issue held to be intended by the clause dying ‘without lawful heirs,’ or ‘without lawful heirs of his body.’ ” Dying without
In the case before us, the devise was, distinctly: First, to Edwin, an estate for the term of his natural life, and nothing more; and this in a clause by itself. In the second clause, the devise, after Edwin’s death, was: “To the heirs of his body by him begotten, if there be any such heirs him surviving.” The third clause contained the devise over, “should he have no heirs of his body by him begotten him surviving.” There was here a definite failure of issue of the first taker; and the devise over was therefore good.
The modifying words used in connection with “heirs of his body” limit that phrase to “children,” almost as definitely as if the word “children” were used itself; and the rule in Shelley’s Case can have no application. See, further, Righter v. Forrester, 1 Bush, (Ky.), 278; Mitchell v. Simpson, 88 Ky. 125, 10 S. W. 372; DeVaughn v. Hutchinson, 165 U. S. 566, 17 Sup. Ct. Rep. 4061, Glover v. Condell, 163 Ill. 566, 45 N.E. 173, 35 L. R. A. 360, and authorities cited in last case.
The petition is overruled.