10 Ala. 977 | Ala. | 1847
Lead Opinion
The act of 1806 makes it indispensable to the validity of a will which disposes of real estate, that it should “ signed by the testator or testatrix, or by some person in his or her presence, and by his, or her direction, and attested by three or more respectable witnesses, subscribe
There can be no question but a will which professes to dispose of the real and personal estate of the testator may be good as to the latter, though it is not executed so as to pass the realty. [Shields, et al. v. Alston, 4 Ala. Rep. 248, 255.] “ Nor is it essential to a will of personal property, that it should be signed or sealed by the testator, and attested by subscribing witnesses; although it be written by another, if
In McGrew v. McGrew, 1 Stew. & Port. Rep. 30, the question was as to the validity of a will, and it was said by the judge who delivered the opinion of the court, “ The will I apprehend would be prima facie void, if from its face, it was apparent that the testator intended to do some further act to give it effect. But nothing of this kind appears from the face of the will in question. It does not appear that the testator intended to have it subscribed by witnesses. It concludes, “witnesss my hand and seal,” and is signed and sealed by the testator, without saying in presence of witnesses, or leaving a void space for them to subscribe their names.” In noticing the absence of an attestation clause, and a blank for the names of subscribing witnesses, it was never intended to affirm, that if these had appeared at the foot of the will, they were so indicative of the testators intention, that it should not be operative, unless it wasjconsummated so as to pass the land; for it was clearly competent to establish such will' as to the personalty. But it was rather designed to show that no such argument could avail any thing in that case, because there was no foundation upon which it could rest — it not being adapted to the facts, its effect was not considered. We need not inquire in this case, whether a will is inoperative, which professes to dispose of both real and personal estate, but is so imperfectly executed that it will not pass the former, unless some extrinsic proof is given to show that the party ’ intended to die testate, at least in respect to his personalty. The probate, whether strictly in conformity to law, or not, cannot be vacated in an indirect proceeding, and the will must be regarded as effectual to the extent to which the law permits it to operate until it is set aside. In the case last'cited, it was further said, “ We must presume that a court of competent jurisdiction acted correctly, unless the contrary appears ; that it had sufficient evidence to authorize an allowance of the will; and if the party contesting the same was dissatisfied, he should have taken his exceptions, and brought the evidence before this court.”
Shields, et al. v. Alston, 4 Ala. Rep. 248, was brought here by writ of error, at the instance of the parties in interest
In Hill’s Heirs, &c. v. Hill’s Ex’rs, 6 Ala. R. 166, the effect of the 5th section of the act of 1821, is considered. That section enacts that “ the judge of each orphans’ court shall have power within the county, to take the probate of wills, grant and repeal letters testamentary, and letters of administration,” &c. [Clay’s Dig. 303, § 31.] “Here,” it is said, “ is an authority to annul letters testamentary, which may have issued unadvisedly, or which subsequent occurences ' make it proper should be recalled. The statute does not expressly authorize the orphans’ court to set aside the probate of a will which it has allowed, yet we apprehend that it is entirely competent, in the absence of legislation to the contrary, for that court to set aside the probate of a will which it has allowed without proof, or upon insufficient proof, and without notice to the widow and next of kin, as directed by the 8th section of the act of 1821. This being the case, the plaintiff in error should apply to the judge of the orphans’ court for a citation to the executor and other parties in interest,» to show cause why the probate of the will should not be be vacated, and the letters testamentary repealed. Upon such a proceeding, the redress sought can be obtained.” The writ of error was sued outby two of four legatees named in the will, but as there was no contestation upon offering the will for probate, the' plaintiffs in error were not made parties, and it could not be assumed that they would be benefitted by a reversal of the order of the orphans’ court j consequently the writ of error was dismissed. In Bothwell, et al. v. Hamilton,
It is clearly inferrable frorh this view of the law, that a citation, or notice, is necessary to warrant the orphans’ court in admitting a will to probate where the deceased leaves a widow, or kindred resident in this State. And it is indicated by the cases cited, that if the record does not show that this course was pursued, or that there was no person residing in the State entitled to notice, the order admitting the will to probate will be reversed on error, if the writ is sued out within three years, [See also, Boyett, et al. v. Kerr, 7 Ala. Rep. 9.]
The written will we have seen was not executed as the statute directs, so as to pass lands ; and even if lands could be disposed of by a nuncupative will, the nuncupation does not profess to devise them. At most, the latter is very deficient as to the objects upon which it operates, so much so, that if it can be effectual for any purpose, we should be inclined to regard it as a codicil. But if the written will be sustained, and in the present posture of this case, we think it must be considered good as to the personalty, then the nun-cupation cannot operate. For the-act of 1806, above cited, declares that no will in writing, or bequest therein of goods and chattels, shall be revoked by a subsequent or unwritten “ will, codicil, or declaration,” with a saving in favor of soldiers and mariners, to dispose of and bequeath their goods and chattels as they could previous to the passage of the act.
Without stopping to consider the effect of the recital in the order by which the wills were admitted to probate, or whether it can be assumed that it was not made at a “stated session” of the orphans’ court, we think it inferrable from-the cases cited from the 6th and 8th Ala. Rep. that the irregularity in the order does not make it void, but merely
In Adsit v. Adsit, 2 Johns. Ch. R. 448, Chancellor Kent, considered at length, and with reference to the leading English cases, when a legacy will be considered as intended by the husband to be a substitute for the wife’s dower, and says the inquiry in such case is, “ whether such an' intention in the testator is to be collected by clear and manifest implication from the provisions in the will. To enable us to deduce such an implied intention, the claim of dower must be inconsistent with the will, and repugnant to its dispositions, or some of them. It must in fact disturb and disappoint the will.” This decision is cited with approbation in Jackson v. Churchill, 7 Cow. Rep. 287. There it was said that every married woman has an interest in the lands of her husband, of which she cannot be divested but by her own act or consent ; and if the husband make a.provision for her by will, in lieu of dower, she may elect to take the testamentary, or claim the legal provision. If the provision in the will is not expressed to be in lieu of dower, but is an ordinary legacy or devise, she is entitled both to her dower and the interest un-. der the will. But if the claim is inconsistent with the will and repugnant to its provisions, then we may infer an intention in the testator, that the provision in the will should be in lieu of dower. In such cases the widow must elect one or the other; but cannot have both: and if she enters upon the property given by the will and enjoys it, she is thereby barred of her dower. [See Van Orden v. Van Orden, 10 John. Rep. 30; Webb v. Evans, 1 Binn. Rep. 565; Green’s Ex’rs v. Green, 7 Porter’s Rep. 19; Ayres v. Willis, 1 Ves. jr. Rep. 230; Chalmers v. Storrill, 2 Ves. & B. Rep. 224 ; Wake v. Wake, 1 Ves. jr. Rep. 353; Arnold v. Kempstead, 2 Eden’s Rep. 236; 1 Rop. on Prop. 556; Evans’ Lessee v. Webb, 1 Yeates’ Rep. 424; Duncan v. Duncan’s Ex’rs, 2 Ib. 302; Hamilton v. Buckwalter, Id. 389; Sample v. Sample, Id. 433; McCullough v. Allen, et al. 3 Ib. 10; Clancy on Rights, &c. 230, et post.']
In Smith v. Knistern, 4 Johns. Ch. R. 9, a testator possessed of a large real and personal estate, bequeathed to his wife his household furniture, &c., and “ her comfortable sup
There are. some decisions in which it is held that a devise cannot be averred at law to be in satisfaction of dower, if the will is silent; though equity, under the circumstances, has considered such devises as a substitute, and the wife has been decreed to elect under aknowledge of her testamentary rights, [2 Lomax’s Ex’rs, 166, § 7, and cases there cited; Larrabee and wife v. Van Alstyne, 1 Johns. R. 306.] But see Kennenedy v. Mills, 13 Wend. R. 553.
Where the testator attempts to devise lands by a will not executed so as to pass them, and by the same will gives a legacy to his wife in such case it has been determined, the widow will not be put to an election, but may take the legacy, without making good the deyise. When a will is thus imperfectly executed, the devise of the freehold is to be deemed as blotted out of the will, and the will may be read as if it was not contained in it. [2 Lomax Ex. 165, § 5, and cases there cited,] In Cary v. Askew, 1 Cox’s Ch. C. 241, two wills of the testator were established; the first was so executed as to pass the realty, while the latter was unattested, and of course operated on the personalty only. The effect of the first will was to cause an equal division of the lands between the testator’s three daughters, but the last directed a division between the two eldest, and gave the youngest -a pecuniary
Although the testator gave to the wife real and personal estate in bar, full satisfaction and recompense of all dower, it was held, in England-, that she was not barred as to property undisposed of, or as to a lapsed legacy, but she might claim a share of the same as a distributee. [Pickering v. Lord Stamford, 3 Ves. Rep. 335; 2 Lomax’s Ex’rs, 205, § 10.]
In the case at bar, it is perfectly clear, that there has been no testamentary disposition of the testator’s lands, and that the bequests of personalty are not made upon any express condition that the wife should yield up her right of dower. It is
The act of 1806 enacts, that the widow may in all cases waive the provision made for her in the will of her deceased husband, and be entitled to her dower; “ in which ease she shall receive no part of such provision, unless it appears plainly by the will, that the testator intended it in lieu of dower.” Further, if the estate of the testator or intestate is insolvent, the widow shall be endowed of “one-third only of the lands, tenements, and hereditaments, of her deceased husband,” although there be no children or descendants of them. [Clay’s Dig. 172, § 1, 2.] It is provided by the statute of 1812, that “whenan3r person shall die intestate, or shall make his last will and testament, and not therein make any express provision for his wife, by giving or devising unto her such part or parcel of his real and personal estate as shall be fully satisfactory to her, sush widow may signify her dissent thereto, in the circuit or county court in the county wherein she resides, at any time within one year after the probate of such will,” and in that case she shall be endowed of one-third of the lands; and “and entitled to share iii the personal estate in the following manner, to wit: if there be no children, or if there be but one child, she shall be entitled out of the residue left after paying the debts of the deceased, to one half ¡ if there be more than one child, but not more than four, in that case she shall be entitled to a child’s part; but if there be more than four children, then and in rthat case, she shall be entitled to one fifth part in absolute right.” [Clay’s Dig. 172-3, §§ 3, 4.] The act of 1835 declares that it shallbe lawful for the widow to signify her dissent from the provisions of her husband’s will, at any term of the orphans’ court. [Cl. Dig. 300, § 20.] And by the act of 1806 it is declared, that the estate, both real and personal, not devised or bequeathed in
In Green’s Ex’rs v. Green, 7 Porter’s Rep. 19, it was held, that if the will makes no provision for the widow she may claim her dower without ány express dissent from the will. And speaking of the mode in which her dissent must be signified, it is said, “ Now as she cannot claim under the will, and assert her right to dower also, the assertion of one is precisely equivalent to the abandonment of the other.” This latter remark is a mere dictum, and if it cannot be maintained in the broad terms in which it was made, we shall not accord to it the weight of authority.
We examined, in McLeod, et al. v. McDonnel and wife, 6 Ala. Rep. 236, to some extent, the effect of our statutes, where the widow was provided for by the will of her husband. There, the court declined considering, (as it was unnecessary) whether the section first cited of the act of 1806, “ was intended to introduce a rule of construction different from that which previously obtained in equity, or was intended to relieve the widow from the consequences of an erroneous conception of her rights under the will.” In respect to the act of 1812, we said “ our impression was that the terms, express provision, was to be understood as directing an election only in case of a provision expressing to be in lieu of dower ; but further consideration has satisfied us that the evil intended to be obviated, was the difficulty which previously existed of ascertaining when and how an election was to be made by her. According to the course of equity law, the widow was entitled to an account before she was compelled to elect, and a suit in equity was frequently necessary to compel an election. This seems to have been the only change made by the statute in the existing law — a fixed, a definite term was introduced within which she is compelled to signify her dissent to the will; and if this is not made, it then, if any provision is made inconsistent with her right under the statute, becomes obligatory on her.” To sustáin this view, Blunt v. Gee, 5 Call’s Rep. 481; Shaw’s devisees v.
The Virginia statute, which has been supposed to be similar to our’s, authorizes the widow, when dissatisfied with her husband’s will, to renounce the provision which it makes for her, within one year from his death, &c. ; thereupon she shall be entitled to one-third of the slaves of which her husband died possessed, to hold during her life, and shall take such share of his other personal property as if he had died intestate, as her absolute property ; but if she fails to renounce within the time limited, she shall have no more of the slaves and other personal estate than are given her by the will. [1 Rev. Code of Va. ch. 104, § 26.] This enactment, it has been decided, relates only to personal estate: if therefore the widow does not renounce within the time, and according to the mode prescribed, she loses her distributive share of the personal estate, and is confined to the provisions of the will; but is notwithstanding entitled to dower. [Dandridge v. Dorrington, 5 Call’s Rep. 351; Blunt v. Gee, 5 Id. 481; Dupree v. Cary, 6 Leigh’s Rep. 36; Thornton v. Winston, 4 Id. 152; Kennand v. Williams, 8 Id. 400; Mitchell v. Johnson, 6 Id. 461.] One of the cases cited shows, that if a testator by his will give real and personal estate to his testator, and leave part of his personal estate undisposed of, and the wife accept the provision made for her by the will, she shall be excluded from any share in the personal estate that is undisposed of ; and shall have no more of the husband’s estate than was bequeathed to her. In another it is held, that if the husband devises away the wife’s land, and gives her a legacy which she does not renounce, but files her bill, even within the year, for the recovery of the .land by title paramount, in which she is successful, she can neither claim the legacy, nor a distributive share of the personal estate. She is excluded as to the former, because she recovered the land against the will, and as to the latter, because she did not renounce the testamentary provision. [See also, Taylor v. Browne, 2 Leigh’s R. 419; Noel and wife v. Garnett, 4 Call’s Rep. 92.]
The statute of Kentucky provides, that a widow who does not renounce the benefit which the husband’s will proposes to confer upon her, “ shall have no more of her husband’s
The statute of Massachusetts is in terms almost precisely the same as our act of 1806, and it has been determined by the highest court in that State, that it reverses the common law, Avhich presumes a devise or bequest to a widow to be in addition to her dower, unless it dearly appears that it was the intention of the testator that it should be in lieu of dower. She must therefore take the devise and bequests in a will of her husband, unless she seasonably elect to waive them. The statute seems to presume an acceptance. There is some positive act to be done by the widow, indicating her election before she can be entitled to dower. No precise time is pre
A statute of North Carolina, passed in 1784, enacts, “ that if any person shall die intestate, or shall make his last will and testament, and not therein make an express provision for his wife, by giving and devising unto her, such part or parcel of his real or personal estate, or to some other for her use, as shall be fully satisfactory to her, such widow may signify her dissent thereto, before the judge of the superior court, or in the county court of the county wherein she resides, in open court, within six months after the probate of said will; and then and in that 'case she shall be entitled to dower,” &c. [Rev. Statutes of N. C. 612, ed. 1837.]
This enactment was considered by the supreme court of North Carolina, in Craven v. Craven, 2 Dev. Eq. Rep. 338. There the husband made a will disposing of his personal estate only, out of which he had made a provision for his widow; but its nature and the proportion it bore to his whole^state did not appear. The question was, whether, as the wife had not dissented from the will, she should be endowed of the realty. It was said by Gaston, J., arguendo, that when the husband dies testate, without making any provision for his wife, she need not dissent from the will to entitle herself to dower, and he supposed that the point had been so ruled by the court in Miller v. Chambers, at a previous term. But in the case then before the court, a provision was made for the widow, consequently something from which she might dissent, and if she so elected, take it, in preference to what the law would give. The gravamen of the argument in that case may be thus condensed — the act recognized the widow as having a perfect right to a part of the land, as well as the personal property of her husband; these are regarded as distinct funds, and whatever may be the value of the legacies given her, or however far it may exceed that of a distributive share, she is nevertheless entitled to dower in the land ; that
It was further said, that the widow’s right to dower was paramount to the claims of her husband’s creditors; and will be operative, even against the alienee of the heirs — the time within which it must be asserted, is not prescribed by a statute of limitations. Justice and the repose of the community require that it should be ascertained as speedily as convenience will permit, whether the lands of a deceased man in the hands of his heirs and devisees, are, or are not, subject to this incumbrdnce. “ The law has defined the time, and prescribed the mode when and how this fact can be certainly known. The most obvious considerations of public policy forbid, without the clearest warrant, judicial expositions which will have a tendency to defeat this great purpose of the law.” The right to dower was consequently denied.
We think it altogether clear, as it has been held in Massachusetts, under a similar enactment, that the act of 1806. reverses the rule of the common law, which presumes a devise to be in addition to dower, unless the reverse clearly nppears; that the widow must take the testamentary provision unless she seasonably elect to waive it; no precise time being prescribed, the election must be made in a reasonable time. The statute presumes consent, unless the widow repudi-' ales the provision made by the will, and insists upon her dower. These conclusions seem to us to result so clearly from a consideration of the common law in connection with the statute, that they require not the aid of argument to prove them.
Our act of 1812, provides, that if a testator shall' not make any express provision for his wife, by giving and devising “ unto her” such part of his “ real and personal estate, as shall be satisfactory unto her, she may signify her dissent, &c while the statute of N. Carolina, from which it was certainly borrowed, uses the terms “ real or personal estateand the testamentary gift or devise, which she is required to renounce shall be made, not only to herself directly, but to any one for her benefit. The difference of phraseology we think, does not warrant a different interpretation, and the learned judge who delivered the opinion in Craven v. Craven, lays no stress upon the disjunctive which connects the words real and personal. These are used merely as generic terms, and as a prefix to the word estate — they mean nothing more when taken in connection with what follows, whether coupled as in our statute, or in that of North Carolina, than a provision in property. If they were construed otherwise, then according to our act, the consequence would be, that where only real or personal estate was devised or bequeathed, the wife should not be required to renounce, and could only be put to her election where the testamentary provision embraced both descriptions of property. Such a construction would oppose the obvious intention of the legislature, and would limit, if it did not entirely annul the act of 1806. In respect to the
If the act of 1806 furnishes the rule of decision, it is clear that the widow lost her right to dower by the failure to waive the provision made for her in the will; for it does wot plainly appear “by the will, that the testator intended it in addition to her dower.” And if the act of 1812 be looked to, the same consequence follows the omission to signify her dissent within one year after the probate of the will. This view is decisive of the case, and our conclusion is attained without reference to the attempted devise of the realty; for thus far we have seen the will is inoperative.
It is not necessary to consider, whether the act of 1806, is not unimpaired by that of 1812, and whether the principal effect of the latter is not to limit the time, &c. within which the widow is to signify her dissent. Our statutes in respect to dower are to be considered as parts of an entire system, and to be construed in pari materia. It may therefore be worthy of consideration in a proper case, whether the act of 1812 should not be differently interpreted, when taken in connection with that of 1806, than it would be if it stood alone. We make these latter remarks merely to exclude a conclusion, and not with the intention of intimating any impressions of our own. We have but to add, that "the judgment of the circuit court is affirmed.
Dissenting Opinion
I dissent from the opinion of the court just pronounced — as I am unable to perceive any sufficient reason for the construction put upon the statute. The statute declares, that when the husband does not make a provision by will, giving to the widow, “ such part or parcel, of his real and personal estate, as shall be fully satisfactory to her,” she may signify her dissent, &c. I do not think we have any authority to hold, that by the term and the legislature meant or.
In applying the rules of construction to a statute, in such a case as the present, it is like any other written instrument, from which we are endeavoring to educe the writer’s meaning,
In looking into the cases, when the word or, has been taken to mean and, and the converse, I find the reason given to be, that otherwise the instrument would be void for uncertainty, and that it is never done when it admits of a sensible construction as it stands. [McGraw v. Davenport, 6 Porter, 352; Richardson v. Spragg, 1 P. Will. 434; Nicholls v. Tolley, 2 Ib. 389, and cases cited in note.]
For these reasons, I am of the opinion we have no authority to interpolate the statute, and substitute or, for and.