36 Va. 200 | Va. | 1838
The question in this case, depends on the construction and effect of the deed of May 1811, executed by Richard Bland Lee to Zaccheus Collins, conveying to Collins and his heirs the tract of land in Fair-fax, in trust for the uses therein declared. What interests and powers did the declaration of uses create ?
1. Mrs. Lee had an express estate for life for her separate use. 2. She had power, by writing under her hand, to direct the trustee to sell and convey the land or any part of it; the proceeds of sale to be subject to her sepa
Having thus ascertained the meaning of the limitations of this deed, ’let us now proceed to the main question in the cause, whether the express power to devise the estate, took from mrs. Lee the power to convey it by deed in her lifetime ? I am of opinion that her power is not thus restricted.
, We rpust bear in mind, that real and not personal property is the subject in controversy; for the law, as it relates to the power of the wife over her separate estate, is different, in many respects, when applied to real, from what it is when applied to personal estate; as I shall hereafter have occasion to shew.
By the common law, it is a fundamental principle, that the sole deeds of a feme covert are void. Perk. § 6. 2 Roper on Prop. 98. It follows, therefore, that she cannot, without the concurrence of her husband, part with or encumber her own freehold estate. And this principle is, from the policy on which it is founded, applicable to the wife’s separate estate, settled or limited by deed or otherwise to her separate use, The jus disponendi, however, is incident to the idea of property; and, therefore, when real estate is limited to the separate use of the wife, although she cannot dispose of it by her own sole act, yet she may part with it by fine or recovery in England, or by deed in this country, her husband joining with her in the deed, and she being privily examined according to our statute, even although nothing be said in the deed creating the separate estate, as to the power of the wife to dispose of it. And it is to these modes of conveyance, where her husband joins with her, and to these only, that the remarks of the judges are applicable, when they say, that the wife may dispose of her separate real estate, in cases
It is true, that if the power given to the wife was a mere power, unconnected wfith any interest in the estate which she was empowered to convey, the power could be exercised only in the mode prescribed. But here, the wife was entitled to the whole estate, subject only to the life estate of her husband in case he should survive her; and we have seen, that she might convey her interest in the estate, by fine and recovery in England, or by deed properly executed under our statute,
But it was contended, that the grant of a power to convey in one mode, indicates an intention to prohibit all other modes of alienation ; on the principle that ex-pressio unius est exclusio alterius. This is the great argument relied upon, in cases of separate pérsonal property; and there may be some plausibility in it, when applied to such property. We have seen, that where personal property is the subject, the mere grant of a separate estate, nothing being said as to the power of disposition, gives to the wife the power of alienation in any mode she may please, as if she were a feme sole. It might, therefore, be said with some appearance of reason, that the express grant of a power which' the wife would have had without the express grant, indicates an intention to confine her to that power; since the express grant would otherwise be supererogatory. How far this argument may be conclusive in cases of personal property, it is not necessary to decide in this case; for this is a case of real estate. I will observe, however, that there has been some conflict of opinion, among the judges of the english courts, upon the force of this argument when applied to personal property ; and I am decidedly of opinion, that the weight of authority is against the argument. But be that as it may— and admitting that exfressio unius est exclusio alterius,
There is, moreover, internal evidence in the deed before us, that in giving mrs. Lee power to dispose of the estate by will, it was not the intention of the grantor to exclude the power to convey by deed: for, in the very first clause of the deed declaring the trusts, power is expressly given to mrs. Lee to direct the trustee to sell the estate; and in case of a sale, the trustee is to hold the proceeds subject to her separate use and order. This circumstance has another most important bearing. It deprives this case of the force of the argument most commonly used in similar cases; namely, that the express power to dispose by will, shews an intention in the grantor to continue the estate in the wife during her whole life, and thus to guard her against the improvident conveyances which she might be induced to make through the solicitations or improper influence of her husband. For here, the wife not only has the power to
So much on the ground of principle. How stand the authorities ? I have carefully examined a vast number, I may say almost all, of the english decisions; and I have not found one, in which it has been held that the mere grant of power to appoint by will, takes from the wife the power to convey her separate real estate by fine and recovery. The only case which even looks that way, is the case of Parkes v. White, 11 Ves. 209. That was the case of an antenuptial settlement, making (among other things) provision for the children of the marriage. The property was conveyed to a trustee, to permit the wife to receive the rents and profits, during her life, to her sole and separate use; and from and after her decease, in trust for such person or persons as the wife should by her last will in writing limit and appoint ; and in default of such appointment, then to the use of the children of the marriage; and in default of issue, then to the use of the right heirs of the wife. The husband and wife sold the estate by fine. Lord Eldon confirmed the sale as to the life estate of the wife, and also as to her ultimate remainder in fee; but set it aside as to the remainder to such persons and uses as the wife should appoint by will, and also as to the children who were to take in default of appointment. He said, that the wife being authorized to appoint by will, shewed an intention in the grantor, that the trustee should so hold the estate as to enable the wife to appoint at any time during her life. But it is to be observed, that the power to appoint by will was not the only ground of the decision. The children of the wife were regarded as purchasers ; and they were to take as such, in default of appointment by will. Well, therefore, might it be said in that case, that the grantor, having
But it was contended by the counsel for the appellants, that if all other grounds fail, this case must be ruled by that of Williamson v. Beckham, 8 Leigh 20, They say, that case is identical with this, and that it was decided against the power of the wife to convey by deed, on the sole ground that it was expressly provided by the deed of settlement, that the wife might appoint by will. I have most carefully examined that case, and I have come to a very different conclusion; that it is materially different from this, and that, consequently, it ought not to influence our present decision. That was an antenuptial settlement, conveying both real and personal estate; but the controversy related to real estate only. The deed of settlement conveyed the property to Gallaher, in trust to permit the wife to receive and enjoy all the interest and profits of the real estate, and the free and absolute disposal of the personalty, as fully and as freely as if the wife were a feme sole; and then came these clauses: “And should the said Ann A. R. Stevenson” (the intended wife) “ survive the said Fonlain BecMam” (the intended husband) “ the said property hereby conveyed shall be at her full and absolute disposal. And the said Ann A. R. Stevenson shall, at all times after her intermarriage with the sa,id Fontain, have the power, by a written instrument under her hand and seal, and attested by three or more witnesses, in the nature of an appointment of a will and testament, to dispose of the said property, real and personal, to whomsoever she may please, as fully as if she were a feme sole; and in default of such appointment, all the said property shall descend to her lawful heirs or repre
There is also another marked difference in the case of Williamson v. Beckham. There, the wife had a contingent iuterest depending on the event of her surviving her husband. And it has been decided in England by sir W. Grant, in two cases (Richards v. Chambers, 10 Ves. 587. and Lee v. Muggeridge, 1 Ves. & Beam. 118.) that the wife has no power, during coverture, to part in any way with such an interest, unless she has stipulated for power to do so. Both of these cases were referred to in Williamson v. Beckham: and if that was the ground of decision in that case, it is not for me, now, to inquire into its propriety or impropriety. It is sufficient to say, that no such circumstance exists in this case. That decision, therefore, whether right or wrong, has nothing to do with the case before us.
I am of opinion, that the decree should be affirmed.
Bb.qckenbb.ough, J. concurred.
According to my view of this case, it ^es within a narrow compass, depending very much upon the construction of the residuary clause of the deed of May 1811, and steering clear of the doubtful question which has been so much argued, and which is supposed by the counsel for the appellants to have been settled by the case of Williamson v. Beckham, 8 Leigh 20. Let us see, then, what is the true construction of the deed.
The legal title having passed by the deed to Zaccheus Collins, the trustee, all the limitations of the instrument must of necessity be trust estates. And if, as has been contended, the limitation over to the use of the devisees or heirs of the wife, is not a designation of the persons to take as purchasers, there can be no doubt, that that limitation enured to vest in her the remainder in fee. For both the life estate and remainder being of the same character, the rule in Shelley's case applies, and vests the remainder in the ancestor, instead of the heirs as purchasers. Nor would it be an objection to this construction, that this is the case of a trust; for trust estates are as much within the influence of the rule as legal estates, although in the case of articles, and of ex-ecutory trusts, the court always moulds them according to the intention, without reference to the rule. The case of Bagshaw v. Spencer, 2 Atk. 583. in which lord Hardwicke denied, or was supposed to have denied, the distinction between executed and executory trusts, was, as to that matter, soon contradicted, and has long since been overruled. Wright v. Pearson, Amb. 358. Jones v. Morgan, 1 Bro. C. C. 206. Butl. Fearne 114.132, 3. I shall not therefore, in my construction of this instrument, rely upon the nature of the interest being equitable instead of legal. But I think it plain, that the words “ to the use of the devisees or heirs of the wife,” are to be taken as words of purchase, and not as words of limitation. They do not, indeed, as was contended
My brother Cabell thinks, that the limitation in default of appointment, is to heirs as such, and not as purchasers. 1 cannot think so. It is quite clear, that if there be an appointment of the portions which they are to take, they must take as purchasers. Was it designed that they should in one clause be considered as purchasers, and not so in the next? The word is used but once, and it ■is clearly there used as a word of purchase ; can it have another and opposite signification in the dependent clause ? Can it mean both ? I think not, because, in either event, the estate is to be divided and conveyed to them by the trustee. Admit that the words were, that the estate was limited over to the heirs, to be divided and conveyed to them in such portions as the law shall deter
From this view of the case, it is obvious, that it is not within the principle of the decision in Williamson v. Beckham. There is, indeed, an implied power of appointment by will, contained in the limitation to the devisees of the wife. The clause, if carried out, would run thus—“to the use of such person or persons as she shall by will direct and appoint, and in default of such appointment, to the use of her heirs in such portions as she shall by will direct and appoint, and in default of such appointment, then in such portions as the law of the land in that case made and provided shall determine.” In default, however, of the exercise of this power of appointment to devisees, there is, as I conceive, a limitation to her heirs as purchasers, since it is obvious, they are not necessarily to take in the proportions which would devolve on them by inheritance. This limitation excludes the idea of that absolute property in the fee, which was the basis of the very powerful argument of mr. Stanard. If the heirs are to take as purchasers, though their interest is contingent, yet it cannot be passed or defeated by her conveyance.
In this view of the case, it seems unnecessary to reconsider Williamson v. Beckham: yet to avoid misconception, I shall state, succinctly, the principles in regard to this matter, which I consider as governing it. 1. Where a settlement of property, real or personal, is made upon a feme covert, whether before or after mar
It was argued, however, with great force, by mr. Stanard, that the intention of the clause giving power to dispose by will, is to extend the powers of the feme
With these general views of a much debated question, I am still of the opinion expressed by the court in Williamson v. Beckham. In the present case, however, so far as respects the life estate of mrs. Lee, I am of opinion, that the mortgage to the bank of the U. States in which she joined, passed her title. Her interest is but a life estate ; and as the disposition of it is uncontrolled by any express or implied restriction, I think it was at her absolute disposal. In this respect, the case very much resembles that of Parkes v. White. I should, therefore, be of opinion, that the decree should be reversed, and the cause remanded for further proceedings upon the principle of the validity of the mortgage, so far as respects the life estate of mrs. Lee. But my brethren are of opinion that the decree should be affirmed.
Decree affirmed.
The judge, in this sentence, refers to the deed made by the feme covert in favour of her husband in the case of Williamson v. Beckham.