31 A. 265 | R.I. | 1895
This is an action of trespass and ejectment to recover possession of a certain tract of land with a dwelling house and other improvements thereon, situate in the town of Foster. It was brought in the Common Pleas Division in December, 1893, and subsequently certified to this Division on an agreed statement of facts, which, in so far as material to the questions raised, are as follows: —
1. That Thomas O.H. Carpenter late of the town of Foster died in the year 1839, seized and possessed in fee simple of the real estate described in the plaintiffs' declaration, and *803 leaving a last will and testament which was duly admitted to probate, the fourth clause of which is as follows, viz.: "Fourthly, I give, devise and bequeath to my daughter Henrietta Matilda Carpenter after the payment of my just debts, all the residue and remainder of my personal estate of any kind and nature whatsoever, together with all my real estate situated in the town of Foster and Coventry, excepting therefrom my Baker farm so called, and my lot lying Southerly from my Baker farm called the Morse lot, and for a particular description of the real estate hereby devised, and the boundaries and quantities of the same, reference being had to my deeds and conveyances thereof on record in the said town of Foster and Coventry, the same will fully appear, which said real and personal estate is to be and remain to her the said Henrietta Matilda Carpenter, and to her heirs and assigns forever, providing that she dies leaving lineal heirs of her body. But in case that the said Henrietta Matilda shall die leaving no child or children or descendants to take and hold said real and personal estate, then and in such case, I give, devise and bequeath said real and personal estate herein given to the said Henrietta Matilda to my son Thomas O.H. Carpenter, Jr., and to my daughter Fanny H. Holden equally between them and to their heirs and assigns forever."
2. That Henrietta Matilda Carpenter named in the said will was lawfully married to said defendant on the 23d day of June, 1853; that said Henrietta had one female child born of her body while so married to said defendant, on the 20th day of March, 1856; that said child died on the 28th day of March, 1861; that said Henrietta never had any other child or children or descendants; that said Henrietta peaceably entered into possession of said real estate subject to the provisions of said will; that said Henrietta died on the 8th day of August, 1892; that she was living on said premises with her said husband at the time of her decease, and that since her decease he has been and is now in possession of said estate.
3. That Thomas O.H. Carpenter, Jr., named in the will of said Thomas O.H. Carpenter died intestate after his *804 father's death and in the lifetime of said Henrietta; and that four of the plaintiffs, to wit, Helen C. Phillips, Amy W. Tanner, Loretta Phillips and Ella M. Blake are lineal descendants of said Thomas O.H. Carpenter, Jr., and his only heirs at law; that Fanny H. Holden, named in the will of said Thomas O.H. Carpenter died intestate after the death of her father and in the lifetime of said Henrietta, leaving one son, to wit, Zelotes W. Holden, one of the plaintiffs, who is her only heir at law.
In view of these facts, the plaintiffs' contention is that the said Henrietta having deceased leaving no child or descendant to take and hold the real estate devised to her, the title thereto has vested absolutely in them by descent from Thomas O.H. Carpenter, Jr., and Fanny H. Holden, both deceased, as a gift over by way of executory devise; that it is evident from the language used in said will that the testator intended that the limitation over to his son Thomas and to his daughter Fanny should take effect, in case of said Henrietta's death without leaving any child or children or descendants to take and hold said real estate at a definite time, to wit, on the death of hisdaughter Henrietta, thus making the devise executory. The defendant's contention on the other hand is that under the said fourth clause of the will of Thomas O.H. Carpenter, his daughter Henrietta (afterwards Mrs. Wells) took a vested estate tail, and that this being so her husband is entitled to curtesy in this estate. And further, that even if the gift over be construed to be an executory devise, the result will be the same.
An estate tail is an estate of inheritance, deriving its existence from the statute de donis, which instead of descending to heirs generally goes to the heirs of the donee's body, which means his lawful issue in a direct line, and upon the extinction of such issue the estate determines; while an executory devise, as defined by Mr. Fearne, is "such a limitation of a future estate or interest in lands as the law admits in the case of a will, though contrary to the rules of limitation in conveyances at common law." In other words, it is such a disposition of lands by will that no estate vests at the *805 death of the devisor, but only on the happening of some contingency. See 4 Kent's Comment. 12th ed. 264; Tiedeman on Real Property, § 530, and cases in note 1. We think it is clear in view of this distinction between the two estates that an estate tail and not an executory devise was created by said fourth clause of the will.
It is very evident that the testator did not intend that the gift over should take effect until failure of the whole line of Matilda's descendants. The phrase, "lineal heirs of her body," as well as the subsequent phrase, "But in case that the said Henrietta Matilda shall die leaving no child or children or descendants," shows that not only her children, but all of her lineal descendants were intended to be included. Torrance v.Torrance,
In the recent case of Bailey v. Hawkins, ante, p. 573, this court recognized the "well settled principle that a devise in fee will be restricted, and a devise for life enlarged to an estate tail, by a gift over in case the devisee dies without issue, unless there is something in the context to justify a different construction." See also Arnold v. Brown,
"The principal distinction," said Shaw, C.J., in Parker v.Parker, 5 Met. 134, 139, "and it is a very important one, between an estate tail, with remainder, and an estate in fee, with a limitation over upon the happening of some event, as an executory devise, is, that a party holding the latter — an *807
estate in fee determinable upon a contingency — has no power to defeat the executory devise. He has himself an estate defeasible upon the happening of the contingency; he may alienate it, but his alienee will take it subject to the same condition. But the owner of an estate tail may, at his pleasure, bar the entail and defeat and cut off all the remainders, by a common recovery, or, under our statute, by a simple deed." See also Allen v.Trustees of Ashley School Fund,
If it be suggested that a devise over after an indefinite failure of issue of the first taker is void under the rule against perpetuities, it is sufficient to reply that as the right exists to bar the entail at common law by suffering a common recovery, or by a deed executed and acknowledged in the manner prescribed by Pub. Stat. R.I. cap. 172, § 3, or by will as provided in the same section, if an estate remained in the devisee on which a will could operate, (Bailey v. Hawkins,supra,) the restriction on alienation is determinable at the option of the tenant in tail, and hence the devise is not obnoxious to said rule. De Wolf v. Middleton, infra.
But the plaintiffs' counsel contend that when this will was before the court on a former occasion, (Wells v. Fairbanks,
As the defendant's wife took an estate tail, then, in the real estate described in the plaintiffs' declaration, such an estate being one of inheritance, curtesy is clearly one of the incidents thereof. And it is well settled in respect to estates tail that though the issue in tail fail by the death of the child or children in the lifetime of the wife, whereby her estate at her death is at an end, yet the husband takes curtesy, the same being a right incident to such an estate. See 1 Washburn on Real Property, 5th ed. 175; Tiedeman on Real Property, § 104, and cases cited; 1 Greenleaf's Cruise on Real Property, * 140; 4 Kent's Comment. * 32-33.
The case is remitted to the Common Pleas Division with direction to enter judgment for the defendant.