121 Iowa 51 | Iowa | 1903
Lead Opinion
The material provisions of the will of Andrew Weiler are as follows:
“I will and bequeath unto my beloved wife, Elizabeth Weiler, all my personal property of whatsoever .kind, to. be taken without inventory and appraisement, as well as all-real property belonging to my estate intending to make- and hereby making her the aforesaid Elizabeth Weiler, my sole residuary heir and legatee. It being the true object- and purpose of this bequeath however, to provide for my said beloved wife, to the best of my ability during the remainder of her natural life the same is hereby conditioned to this effect that whatever part of my estate-may remain at the death of .my beloved wife personal as well as real, shall be then disposed of as ordained in section fifth of this instrument.”
‘‘Fifth. After the death'of myself and the death of my beloved wife, Elizabeth Weiler, our property, real ’*53 estate as well as personal property, if any such is left, shall go to our nearest relatives, namely, — one-half of the whole estate to the relatives of Andreas Weiler, namely to Rachel Weiler and Marie Weiler, of JPike Township, Muscatine County, Iowa, and the other half of the whole estate to the relatives of Elizabeth ' W eiler my beloved wife, namely: — (1) To Mrs. Margaretha Uebelhak, born Meyer, residing at Lindenhard,Post Office, Schnabelweide, Provinz Oberfránken, Kingdom of Bavaria, one-third of the whole one-half. (2) John Meyer, residing near Andalusia, Rock Island County, State of Illinois, one-third of the whole one half. (3) Margaretha Meyer, residing near Andulusia, Rock Island County, State of Illinois, one-third of the whole half.”
Plaintiffs are devisees under the will of Elizabeth Weiler, who died after the demise of Andrew; and the sole question for our consideration is the nature of.the estate devised by Andrew Weiler to Elizabeth in the second paragraph of his will. The proposition thus presented is one which has heretofore given us' considerable trouble, and in somewhat similar cases we have been unable to agree upon the conclusion. An extended review of'the cases does not seem to be called for at this time, for they are familiar to the profession, and nothing can be gained from again stating what they in fact decide. If wills were always couched in the same language, or if the' writers thereof followed stereotyped forms, there would, perhaps, be an end to these cases. But such a situation can hardly be expected in view of the nature of our forms of expression and of the varying circumstances and conditions under which wills are prepared. Nevertheless,; there aré some established canons of construction which; must be followed and preserved, else the whole matter is left in doubt and uncertainty, and no one can write his last testament with any assurance or with any hope that it'will beeonstruedasheintendeditto.be. ‘ ,
In Law v. Douglass, 107 Iowa, 607, we said: “There are some things, however, which even a testator cannot do, and which the courts are powerless to aid him in doing, however clear his intentions may be expressed. He cannot create a fee with absolute power of disposal, and at the same time clog that power of alienation by limitations over to another; in other words, he cannot include provisi ms which are absolutely inconsistent in terms and meaning, and have all given force and effect.” That rule has never been departed from in any decision of this court.
Bills v. Bills, 80 Iowa, 269, announces this rule. “ When there is an absolute and unlimited devise of property, a subsequent clause expressing a wish, desire, or direction for its disposition after the death of the devisee will not defeat the devise or bequest, nor limit the estate or interest in the property to the right to possess and use the same during the life of the devisee or legatee. The absolute devise'stands, and the other clause is regarded as presenting precatory language.”
In Hambel v. Hambel, 109 Iowa, 459, the will read: “I devise and bequeath to' my wife, Lucelia A. Hambel, all my property, both real and personal, of every kind and
In Halliday v. Stickler, 78 Iowa, 388, the will gave all the property to the husband, and then provided that whatever was left at his decease should be equally divided among his children and their heirs. Held, that he (the husband) took an estate in fee. It was said in this case: “If the first devisee has power, by the terms of the will, to dispose of the property, he must be considered the absolute owner, and any limitation is void for repugnance.” See, also Rona v. Meier, 47 Iowa, 607, and In re Barrett's Will, 111 Iowa, 570.
In Baldwin v. Morford, 117 Iowa, 72, it is said: “The general proposition is now fairly well settled that giving to the first taker a powrer to sell and dispose of the property, where the power is not limited to some particular or specified purpose, does not have the effect to enlarge a life estate into a fee. Where, however, the language is such that, when given its accepted legal meaning an absolute devise of the fee is created, a subsequent provision which seeks- to limit or restrict the effect of the devise or reduce the fee to a life tenancy is void for repugnance.”’ While there has never been any departure from these-rules, we have held that where the first taker has but a limited power of disposition, this power will not enlarge a. life estate into a fee; and have also decided that, if the first taker is given but a life estate, and to that is added unlimited power of, disposition, this added power does not in all cases create a fee in the first taker. This latter
Where power of disposition is added to a life estate, it then becomes important to determine whether it is annexed as a separate gift and should be treated as a power of appointment simply; or whether it is annexed to the primary estate devise'd, so that the estate conveyed pursuant to the power takes effect out of the interest of the devisee. If the former, a limited estate only is created. If the latter, an estate in fee is devised. 'This point is made plain in Law v. Douglass, supra, and Van Horne v. Campbell, 100 N. Y. 287 (3 N E. Rep. 316, 771, 53 Am. Rep. 166). The majority made the decision in Podaril v. Clark turn on two propositions: First. That a life estate in express terms was devised Mary Poderil, and, as she was given but a limited power of disposition, the life estate was not enlarged. Second. The power of disposition in that case was a separate gift, and was not an incident to the life estate granted.
There is no case which even tends to sustain appellants’ position unless it be Iimas v. Neidt, 101 Iowa, 348; but there the first taker was not given unlimited power of disposition, and the majority held that, taking the will by its “four corners, ” it was manifest that nothing but a life estate to the first taker was intended. There was a dissent in that case, to which the writer still adheres. Indeed, he thinks that the departure already made from established canons of construction has left courts and lawyers at sea,’ and that it is high time to return to the rule of stare decisis, especially in view of the fact that large property interests are generally involved in litigation of this character. We have now reached the point where we must overrule all our previous decisions, and say that there are no settled rules for the construction • of wills in this court, or else adhere to those already made and generally understood. . .
Appellants rely on the last sentence of the second paragraph of the will; but this, to our minds, simply emphasizes the thought which the testator evidently had in mind of giving his widow full and unlimited power of disposition of an estate in fee. The true construction of ■this clause, we think, is that the testator makes his widow his sole residuary heir and legatee for the purpose of providing for her to the best of his ability during her natural lifetime, and that, if any of the estate thus devised remains at the time of the wife’s demise, then he directs •that it shall be disposed of as provided in the fifth paragraph of the will. Not only is the wife bequeathed all his ■property, both real and personal, with the intent of making her the sole residuary legatee, but she is to-take it without -appraisement, and is given full power of disposition not ■■only by the second, but also by the fifth, paragraph of the will. The will is so similar to the wills construed in Ham
Appellants contend that the widow had no power to will the estate granted her. This contention is without' merit. Hambel v. Hambel, supra. Pellizarro v. Reppert, 83 Iowa, 498.
Concurrence Opinion
(concurring). — My agreement with the
result reached by the majority is founded on the view that the language of the will expresses an intent to give absolutely the property described to the widow, and also an inconsistent intent by way of condition that the property remaining undisposed of at the widow’s death shall pass to other beneficiaries. Where there is such a conflict,. I think it well settle! in reason and on authority that the principal provision prevails, and the condition is void. If the language following the provision apparently giving the widow the absolute title indicates an intent to qualify the estate given to her, then it should be given effect. But it indicates, on the contrary, a wholly inconsistent intent. In other words, either the principal provision or the condition must fail, and in such a case certainly the. condition must be disregarded. The clause intervening between the words of absolute gift and the words expressing a condition do, indeed, purport to state the object and purpose of the testator; but its meaning is ambiguous. It is as consistent with the intent already expressed in the preceding clause as with the intent expressed in the condition, and it does not, therefore, support the condition as against the principal clause. If I have correctly interpreted these three clauses — the principal clause, the explaining clause, and the condition — then the conclusion of the majority would seem-to be incontestable. I am unwilling, however, to indorse the assumption embodied in the majority opinion that we have lately departed from,, and are now returning to, the landmarks of earlier cases, or to countenance the assumption in the dissent that the earlier cases are wrong, and are no longer to be taken as precedents. In this case there is no language indicating an intent to give the wife an estate for. life, and in ad
Dissenting Opinion
(dissenting). — Clearness and certainty in the — law especially as it relates to matters of general and vital interest — are greatly to be desired, and in no case is this result more important that in controversies arising over the distribution of property by will. If, therefore, in the present case, a surrender of my personal views would promote that desirable end, 1 should feel in duty bound to yield my own opinion to that of the majority. Being fully convinced, however, that the conclusions of the court as expressed by Justices Deemer and McClain are wholly without sufficient support in principle or precedent, and tend to create confusion and uncertainty concerning the' fundamental ’ rules of testamentary construction, I am compelled to dissent.
I. Referring first to the solicitude expressed by the majority for the maintenance of “established canons,” I must be permitted to affirm that there- is known to the law but one invariable rule of construction applying alike to all wills under all circumstances, and that rule may be stated in a half dozen words, ‘ ‘ The intent of the testator governs.” The only qualification of this principle is that the intent expressed by the will must be lawful, and its execution possible. Other rules are often cited, chief among which are: First, that in ascertaining the intention of the testator regard must be had to the entire will, and not to any one-part or clause; and, second, that, the intention being ascertained, effect must be given to .every
II. To reach the affirmative of that proposition, we# must be able to say from the language of the will that the testator clearly intended to invest his wife with full and absolute ownership of his entire estate. This we cannot do. We are bound to assume that he was a man of sound mind and of average intelligence. • As such he knew that he could not accomplish the impossible feat, to which I have already adverted, of giving all his property to his wife and part of it to the appellants. The very fact that he provides for a remainder over after the wife’s death is strong evidence that he did not understand he had already disposed of the fee. That fact alone has often been held to be sufficient to qualify and restrain the effect of prior words, which, standing alone, would be sufficient to carry (the entire estate. Jones’ Ex’rs v. Stites, 19 N. J. Eq. 324; Smith v. Bell, 31 U. S. 68 (8 L. Ed. 322); Cousino v. Cousino, 86 Mich. 323 (48 N. W. Rep. 1084); Zimmerman v. Anders, (Pa.) 6 Watts & S. 218, 40 Am. Dec. 552. The language of the will of Andreas Weiler is in this réspect both clear and convincing. Beading it unobscured by the fog of technical learning, it is impossible to doubt its in-lent. While the instrument was apparently drawn by one who had no clear comprehension of the precise legal definition of some of the words employed, yet taking it as a whole its statement of the testator’s purpose is simple and direct. His intent to give the wife a life estate is not left ’to be drawn as a mere inlerence from the gift of a remainder over. The second paragraph not only contains the gift to the wife, but in the same connection explains his purpose to afford her a, life support, and provide for ithe gift of the remainder over to others. Apparently to avoid any possible misunderstanding in this respect, he
The underlying thought of the majority opinions, as 1 analyze them, is simply this: That whereas the testator, in making the provision for his wife, uses the words, “I will-and bequeath all my property,” etc., and whereas such words would of themselves ordinarily be sufficient to pass a fee, it was not competent for him by subsequent words to modify, limit, or restrict the gift to a life estate. In other words, it asserts, in effect, that from the use of the quoted words an intention to devise a fee will be conclusively presumed, without regard to subsequent provisions, even though, as men of ordinary understanding, tve may be morally certain that no such purpose was in the testator’s mind. I am not disposed to deny that exceptional cases may be found giving color to this most unreasonable doctrine, but, to the credit of the l.iw be it said that the courts which now recognize its authority are rare indeed. It is true, of course, that a will must be construed to mean just what its language imports, and, if it clearly provides for a fee, we must give it effect accordingly; but before we can say that any given phrase or clause does create -such an estate it must be examined
In Siegwald v. Siegwald, 37 Ill. 430, the will contained the following provision: “I give and bequeath to my beloved wife all my real and personal estate, wheresoever situated, in fee simple absolute, forever; that is to say, that my wife shall have all the benefits thereof until the expiration of her life, at which time my son* Anton, shall be the only heir of real or personal estate, what may be left.” The court held that the wife took a life estate only, saying: “The first clause, unaffected by the words of limitation, unquestionably vested a fee simple absolute, and plaintiff in error insists they are repugnant to the devise, and are, therefore, inoperative. * * * The will must be so construed as to effectuate the intention of the testator, and that intention must be
In Smith v. Bell, 31 U. S. 68 (8 L. Ed. 322,) the same question arose upon a will which gave an estate to the wife “to and for her own use, benefit, and disposal absolutely,” but further gave the remainder to a son after the wife’s decease. Chief Justice Marshall there says, “The latter words give the remainder to the son with as much clearness as the preceding words give the whole estate to the wife,” and proceeds to reconcile the apparent repugnance by construing the devise to the wife as a life estate. He argues: “If the first bequest is to take effect according to the obvious import of the words taken alone, the last is expunged from the will. The operation of the whole clause will be precisely the same as if the last member of the sentence were stricken out. Yet both clauses are equally the words of the testator, are equally binding, and equally claim the attention of those who may construe the will. We areno more at liberty to disregard the last member than the first. * * * The limitation in remainder shows that in the opinion of the testator the previous words had only given an estate for life. This was the sense in which he used them.” In the Zimmerman Case, above cited, the Pennsylvania court discuss a similar will, saying: “If the testator had stopped at the devise to his wife of all the residue and remainder of his estate, no doubt she would have had the fee; * * * but when he proceeds
A striking illustration of the same principle is found in a Recent Wisconsin case: Littlewood's Will, 96 Wis. 608 (71 N. W. Rep. 1047). The testator, in the body of the will, gave his entire estate to his wife “for her sole benefit,” and appointed her executor of the will and guardian of the child without bond. The attestation clause of the instrument was in the' following form: “In witness whereof I have set my hand and seal the 6th day of April, 1891, but if one or the other dies the one that survives the other takes it all. ” It was held that the devise to the widow was subject to the provision last mentioned. The court says: “It is true that the language of the first paragraph would give the widow an estate in fee, but it seems very clear that the final clause controls, and was meant to control, the language of the previous gift. * * * Its language is not technical, but its purpose is plain.” To the same purpose it has been decided that a later clause of a will, when inconsistent with a preceding provision, “is to, be considered as intended to modify or abrogate the former.” Hamlin v. U. S. Exp. Co., 107 Ill. 443; Friedman v. Steiner, 107 Ill. 125. A testator “may restrain the generality of a devise by subsequent expressions, and may convert that which would otherwise be a fee simple into an inferior interest. ” Shalters v. Ladd, supra. Directly in point also are Friedman v. Steiner, 107 Ill. 125; Harbison v. James, 90 Mo. 411 (2 S. W. Rep. 292); Anderson v. Hall, 80 Ky. 91; Richardson v. Paige, 54 Vt. 373; Ln re Oertie, 34 Minn. 173 (24 N. W. Rep. 924, 57 Am. Rep. 48); Haldeman v. Haldeman, 40 Fa. 34; McMurry v. Stanley, 69 Tex. 227 (6 S. W. Rep. 412); Baxter v. Bowyer, 19 Ohio St. 490; Sweet v. Chase, 2 N. Y. 78; Taggart v. Mur
III. Nor is the suggestion any better founded ' that the will before us gives tbe wife an unlimited power .of disposition of the property, and therefore a fee. As before noted, the grant of this power is claimed by the majority to be implied from the fact that the gift to appellants is restricted to that part of the estate which may be left at the death of the wife. But such implication does not necessarily arise. It has been frequently held that, where an estate for life in both real and personal property is devised, and the remainder over is limited ,to "what is left” by the life tenant, there is^ no implied power to sell the real property, and the reference to "what is left” applies only to the personalty. Siegwald v. Siegwald, supra, Such, indeed, is the express holding of this court. Greve v. Camery, 69 Iowa, 220. Unless, therefose, we abandon the rule thus affirmed by üs, there is no power of sale iu this will to strengthen the presumption of a fee in the wife. But, even if the power were expressly given, the conclusion sought to be based thereon is untenable. Such power, when given in aid -of a life ■estate, is in no proper sense unlimited. For example, in the present will the "true object” of tbe devise to the wife is declared to be to provide for her "during the re
In a large proportion of all the many cases heretofore cited the first words of gift are general, and are followed by grants of power to sell and dispose of the corpus of the estate in whole or in part, yet in none of them is it held that such power was sufficient to defeat the intent of the testator to restrict the holder of such power to a life estate-in the property. That the maker of the will before us did intend to limit the devise to his wife to a life estate is too evident for argument, and there is, therefore, no repugnancy whatever in the several provisions contained in the instrument, and there is, as I have shown, no rule of law which requires us to defeat his intention. On the
IV. The disposition made of this case is further sought to be justified on the ground that we are bound to such a course by former decisions of this court. Here, also, I am compelled to take issue with the majority. We have repeatedly adhered to the rule that the intént of the testator, when discernible from the will, must prevail, and that in ascertaining such intent reference must be had to all parts and provisions of the instrument; and this rule, faithfully observed, would render impossible the decision we here announce. Johnson v. Mayne, 4 Iowa, 192; Hopkins v. Grimes, 14 Iowa, 73; Heidlebaugh v. Wagner, 72 Iowa, 603. Moreover, we have held in numerous cases that a gift or devise made in one paragraph or clause of a will may be modified or limited by a subsequent paragraph or clause. In Meek v. Briggs, 87 Iowa, 610, a devise which was absolute in form was held to be subject to a trust created by a later paragraph, because, as we said, “construing the clauses of the will together, there can be no doubt as to the testator’s intention.” In Stiver v. Gardner, 88 Iowa, 307, we have a will in all essential particulars parallel with the one at bar; the devise being from the wife 'to the husband in general terms, sufficient, if considered alone, to pass the fee, but by a later clause provision was made by which the property should go to others upon the death or remarriage of the devisee. In holding that the later provision should operate as a .limitation upon the former, we said: “It is a fundamental rule of construction that all of the provisions of a ' will
In Law v. Douglass, 107 Iowa, 606, we quoted with approval the saying of Mr. Schouler that ‘‘a fee which is given in the first part of a will may be so restrained by subsequent words as to reduce it to a life estate.” We are thus firmly committed to the principal doctrine for-which I contend, and the first serious doubt to be cast upon it is in the decision of the present case. The cases of Williams v. Allison, 33 Iowa, 278; Alden v. Johnson, 63 Iowa, 125; Hambel v. Hambel, 109 Iowa, 459; Halliday v. Stickler, 78 Iowa, 388, and Bills v. Bills, 80 Iowa, 269, are not in conflict with the precedents before cited, for in each case there was a gift of the property in clear and absolute terms to the wife, and nothing to indicate that any limitation of the gift was intended except as it could be implied by the attempt in a final clause to dispose of
V. There is, however, a marked want of harmony between some of our earlier and later cases upon the effect to be accorded to a gift by will where such gift is accompanied by power of disposal. As already remarked in this respect, unless wre are prepared to abandon our decision in Grem v. Camery, 69 Iowa, 220, the will before us confers no power to sell the land, and we might well leave this element out of the discussion. It seems to be assumed, however, by the writers of the majority opinions, that such authority is to be found somewhere in the will, and that it is of decisive weight in determining the nature of the gift to the wife. If we concede that the power to sell is given, we have next to determine which, if either, line of precedents is controlling. Singularly enough, while the writer of the principal opinion concedes the conflict in the decisions, and argues for a return to old standards, the writer of the concurring opinion is equally certain that we have never departed from “the landmarks of earlier cases.” It will be hard to demonstrate the correctness of this last assumption by reference to our Reports. It can scarcely be denied that on several occasions the court did declare, in substance, that a power given to the first taker to sell and dispose of the subject of the gift in whole or in part is inconsistent with a life estate, and that the devise was, therefore, to be construed as a fee. Benkert v. Jacoby, 36 Iowa, 273; Rona v. Meier, 47 Iowa, 607; Will of Burbank, 69 Iowa, 378; Halliday v. Stickler, 78 Iowa, 388. That doctrine has since been distinctly abandoned in
This dissent has extended to perhaps an unpardonable length. The importance of the case, and my conviction that the decision is wrong in principle, and makes the court an instrument of injustice, constitute my only apology. I am not ready to consent to such a result, and believe that the judgment of the district court should be REVERSED.