2 Mass. 56 | Mass. | 1806
The question was, what estate did James Noyes take under the will, and upon this question the following opinion was now delivered by
In every question arising on the construction of a will, it is alike dictated by justice, common sense, and the rules of law, that the first inquiry shall be, What was the true intention of the testator? And if that can be satisfactorily discovered, the next is, Can such intention be carried into effect, consistently with the rules of law ? And if so, such must be the decision.
The question on which this case depends is, What estate did James take under the first devise to him ? If an estate tail, then are the demandants entitled to their judgment, otherwise not.
[ * 59 ] * This general question may make it of some importance to consider: —1. Does the devise give an estate for life to James, and a fee to his children, if he should have any, by way of executory devise, as was suggested by the Attorney-General in his argument ? 2. Did James and his brothers, by this devise, take an estate tail, with cross remainders either in fee or in tail ? 3. Did the three sons take estates in fee, respectively, determinable on the contingency of their dying without children, and on that contingency vesting in the survivor or survivors, by way of executory devise ? James, under the will, took either an estate for life, in tail, or in fee.
1. Did he take an estate for life ? The general rule of law laid down, and, as far as is recollected, without contradiction, is that, in a devise of lands to one without words of limitation, the devisee takes
It is obvious that the will, in this case, was written by an unskilful person. Technical accuracy and precision are not therefore to be expected. We are inquiring for the intention of the testator; and it is clear, from a view of the whole instrument, — the preamble, the provision which he makes for all his children, and the ultimate disposition which he makes, by the residuary clause, of any residue which might remain after the specific distribution, — that he intended a complete disposal of all the property he should leave behind. And I have no doubt that he intended that his sons should take an estate of inheritance. Whether that can be construed to be the legal intention, as respects the first devise to Jonas, it is not necessary now to determine. The question is not before the Court; but that it was the real intention, I entertain not the smallest doubt. The fee was certainly intended to vest in children or grandchildren. Whether any of the latter existed at the time the will was made, or not, we are ignorant. But, in either case, no motive is suggested why the testator should entertain a more favorable regard for his grandchildren, and make a better provision for them, than for his own
2. Was an estate tail intended ? 1 think not.
* In deciding this question, an observation made by the [ * 62 ", counsel for the plaintiff in error is, in my opinion, of great weight — viz., that, in construing language, the customs, manners, habits, or laws, relative to the subject-matter of it, are to be taken into consideration. In England, lands conveyed to a man and his heirs generally descend to his eldest male issue. If to a man and the heirs of his body, they descend in the same manner. If lands here are conveyed in the same manner, in the former case they descend to all his children, and in the latter to his eldest male issue,
3. That the three sons, John, James, and William, should take respectively an estate of fee simple, determinable on the contingency of their dying without issue, and on that contingency vesting in the survivor or survivors, by way of executory devise. Now, whether this intention can or cannot be carried into effect is not very material to be determined in this case, because the demandants’ right to recover depends on the devise being construed a fee tail, which, I think, it is shown it could not be. But I think the rules of law will recognize the devise as a fee simple, and, on that con struction, execute the plain intention of the testator. It is not necessary, to constitute it a fee simple, that it should be absolute. It may be a fee simple determinable, as where lands are given to a man and his heirs as long as another man shall have heirs of his body,
In Loveacres vs. Blight & Ux.,
*1 have already stated that it was the intention of the [ * 67 ] testator that the three sons, John, James, and William, should take, respectively, an estate of fee simple, determinable on the contingency of their dying without issue, and, on that contin gency, vesting in the survivor or survivors. This is an executory devise. Executory devises, as they respect estates of inheritance, are of two kinds. 1. A substitution of one fee for another which fails. 2. Of a fee to commence at a future time, without the support of a particular estate. This is of the former kind. Although the law will not recognize a remainder to take effect after the expiration of a fee, yet, by way of indulgence to a man’s last will and testament, conformably to the liberal intention of the statutes
then observed that the late Judge Strong [ * 70 ] had, before his death, declared his concurrence in the same opinionand that Sewall, J., had also authorized him to
Judgment reversed.
Vide Vin. Abr. — Bacon, Woodeson, Comyns’s Dig., their proper heads. — Rowe vs. Blacket, 1 Cow 235. — Hogoin vs. Jackson, 299. — Loveacres vs. Blight & Ux. 352. — Denn vs. Gaskin, 2 Cowp. 657. —2 Black. Rep. 1045. — Right vs. Sidebotham, Doug 759.
1 Cowp. 355.
1 Vent 230. — Cro. Jac. 448, 695 — 1 P. Williams, 229.
4 Burr. 2246.
Vide Co. Lit. 10, a. 27, a.—Bacon, Ab. Gavelkind. (B) — Weeks vs. Carvel, Noy, 106. —14 Vin. Ab. 250. — Dyer, 179. — Rob. Gav. 94. — 2 Prest. Est. 383. — Aitrop vs. Aistrop, 2 Bl. R. 1228. — In gavelkind tenure all the sons succeed to the entail as heirs of entail; so in borough-English does the youngest son; and by analogy, here all the children ought to succeed.
Powell on Devises, 230 — Plow. 557.
Powell on Devises, 231. — Plow. 557. — Vide 1 Inst. 6. — 3 P. Will. 74, 75 — Ld. Ray. 1148.
Cowp. 352.
Cro. Car. 185.
Cro. Eliz. 525. — Dyer, 33, a, in margin.
3 Lev 125.
1 Burr. 38.
3 Burr. 1570.
2 P. Will. 194 —See also King vs. Melling, 1 Vent. 230.
5 Burr. 2703.
Cowp. 40.
6 Mod. 110.
Ibid. 111.
6 Mod. 4.
Hob. 65. — Cro. Jac. 599.
1 Rol. Abr. 833, l. 45.
2 Sound. 388.
Hob. 65.
1 Salk 239. - 2 Ver 687.
32 Henry 9, c. 1. — 34 and 35 Henry 8, c. 5.
10 Mod. 419. — 1 Stra. 129, S. C.
Cro. Jac. 590.
3 Term R. 143.
7 Term R. 555.
7 Term R. 589.
Having been obligingly favored with the following note of Mr. Parsons's argument for the original plaintiffs, it is, by permission, inserted here, as showing the probable ground taken by the Court in the former decision, which has now been re* - versed: —
The*plaintiffs rely upon the several propositions following, viz.: —
Prop. I. That a devise of certain lands to A, without using any words of limitation, conveys only a life estate to A, unless there are other words in the will, which show that the testator intended to convey a larger estate. Cases need not be cited to support this proposition; but see those in the margin,(a)
Prop. II. That there are no other words in this will, which can be applied to the devise to the three sons, John, James, and William, so as to show that the testator intended to give them a fee simple.
The plaintiffs are not apprized of more than two paragraphs in the will which-, when applied to the devise in question, can be urged with any color, as enlarging the estate devised to a fee simple.
1. The intention of the testator, recited in the preamble, of disposing of all his worldly estate.
2. The proviso annexed to the devise to his three sons, John, James, and William.
As to the preamble, the plaintiffs know of no case where it has been adjudged that a devise to A of certain lands was a devise in fee simple, merely from the effect of an intention declared, in the preamble, of disposing of all the testator’s worldly estate; but they apprehend that the contrary has been frequently adjudged,(b)
Such intention, declared in a preamble of a will, operates in cases where the whole estate is not clearly devised, and there are in the particular devises, or in a residuary devise, ambiguous words, which may be considered, either as descriptive of the estate intended to be given, or of the testator’s interest in such estate. In the present case, there is a devise of the residue of the testator’s real estate, which is an ambiguous word, and may mean, either the testator’s lands or his interest in those lands; but when connected with the declared intention of the testator to dispose of all his estate, will undoubtedly pass a fee in the residue to the residuary devisees,(c)
The testator in this will, then, devises his whole estate, and executes his declared*70 intention, without supposing that a fee simple passed by the devise to his three sons, John, James, and William.
2dly. As to the effect of the proviso annexed to the devise to the said three sons, it is contended by the plaintiffs that it operates to enlarge the estate devised to them, but not so as to pass a fee simple.
Prop. III. Tnat the effect of the proviso, “ Also, my will is, that, if either or any of my three last-named sons, John, James, and William, should die without children, the survivor or survivors to hold the interest or share of each or any of them dying without children, as aforesaid,” is to give the three sons estates in tail general.
The plaintiffs admit that the regular technical limitation of an estate tail is by the words heirs of the body ; but they say that in a will, where there are any words thaf sufficiently show that the intent of "the testator was to create an estate tail, such in tent shall prevail, notwithstanding any informality in the mode of expression. Thus
1st. A devise to A for life, and after his decease, to his issue, is an estate tail.(d)
2d. So a devise to A and his issue is an estate tail.(e)
3d. So a devise to A, and, if he die without issue, remainder over, is an estate tail.(f)
4th. So a devise to A and his heirs, and, if he die without issue, remainder over, is an estate tail.(g)
5th. So a devise to A and his heirs, an'd, if he die without heirs, remainder over, to one who is heir to A, is an estate tail.(h)
6th. So a devise to A and his children, he not having children at the time of the devise, is an estate tail.(i)
7th. Also, which is the present case, a devise to A, and, if he die without children, remainder over, is an estate tail.(k) Buller, J., says “ Children and issue, in their natural sense, have the same meaning; not so the word heirs.” Lord Chief Baron Gilbert says,(l) a devise to A, and if he die not having a son, adjudged an estate tail. A fortiori, if ne die without children.(m) A devise to A, and, if he die not having a son, then to remain to the heirs of the testator, adjudged an estate tail.(n) Testator devises all his lands, &c., to his wife E, and, if it should happen that his wife E should have n& son or daughter, by him begotteii on her body, and for want of such issue, remainder over, decreed that the wife, E, had an estate tail.(o) A devise of all the testator’s real estate in B to A M, during her life, and at her death to her children,. on condition that she or they pay £30 yearly to C, and in case of failure of children of A M, a devise over: adjudged that A M took an estate tail.
It will be very singular if the defendants should deny that children, in this will, is a word of limitation, tantamount to issue. For, as James left but one child, and not children,.had that child been now living, it could not have taken his father’s third part upon any other construction than mat contended for by the plaintiffs, and the devise over would have taken effect, as the event of dying zoithout children has in fact happened.
Prop. IV. Where lands are devised to A, and if he die zoithout issue or without*71 leaving issue, then a devise over, the construction of law is, whenever there shall le a failure of issue, the devise over shall take effect. But if personal estate is so devised, then the construction of law is, that upon J.l's dying without leaving issue at his death, the devise over shall not take effect.(p)
If the defendants should contend that, in this case, James had a fee, and that the survivors would take by way of executory devise, if James had left no child at his death, as in the case of Pells vs. Brown,(q) it is answered that, in that case of Pells vs. Brown, an estate in fee simple was expressly limited to Thomas, and the devise over was not on his dying without issue generally, but on his dying without issue in the lifetime of William. This construction would be repugnant to the proposition last laid down and established,(r) to the case of Chadock and Cowley,(s) and to the following proposition.
Prop. V. Words in a will shall not be construed to give an estate by executory devise, but where the devisee cannot take any other way.(t)
It may be added that, admitting the words dying without children, equipollent to dying without issue, the case of King vs. Rumball(u) will decide the present case in favor of the plaintiffs.
Prop. VI. That the remainders expectant, on the" estates tail devised to the three sons, John, James, and William, were devised to the survivors and survivor in tail.
That these remainders were devised over to the survivors and survivor, provided the three sons took estates tail, there can be no doubt; but it may be questioned what estate the survivors have in those remainders.
Now, it is immaterial, in this action, whether they took for life, in tail, or in fee; for, in either case, the plaintiffs will have judgment. However, the plaintiffs conceive that the devise over is a devise in tail; or, in other words, that the survivors take the same estate, in the remainder, that the three sons had in the lands; because the will provides that the survivors shall hold the interest or share of him who should first die without issue.
The case of Pettywood vs. Cook,(w) was a devise of three houses to three children and their Aeirs-severally; and if any of them died without issue, then the survivors should enjoy totam ilium partem equally divided between them. It was adjudged that the devise over was for life only; because totam illam partem meant all the house, and not all the estate which the party dying had in the house. It may well be doubted whether this case is law ; and in the new edition of Bac. Abr.(x) this case is cited, and a quere subjoined, why the survivors did not take an estate tail. But the case at bar is very different; here the testator uses the words interest or share, which must necessarily mean the whole interest which the son, dying without issue, had in the lands devised to him.
Prop. VII. That the remainders devised to the survivors and survivor are vested, and not contingent remainders. The determination of this question is not necessary* for the decision of the cause; for if these remainders are contingent, the contingency has happened
The only reason why these remainders can be supposed to be contingent, is the un certainty of the persons who wilVbe the survivors; but such reason is insufficient. To
Now, the law contemplates as certain the determination of every estate tail; and also that, of two or more persons, there will be survivors, and a longest liver.
The plaintiffs conclude with mentioning one obvious principle of law : That nothing which happens after the death of the testator can vary the construction of the will, or the lights of the parties claiming under it.
а) Doug. 763, Right, Lessee of Mitchell & Ux. vs. Sidebotham & Al.— Cowp. 238, Bowes vs. Blacket.— Ibid. 355, Loveacres vs. Blight & Ux.— Ibid. 306, Hogan vs. Jackson.
Douglass, 759, Right, &c. vs. Sidebotham & Al.— Cowp. 352, Loveacres vs. Blight & Ux.— Ibid. 657, Den, Lessee of Gaskin, vs. Gaskin.—3 Wills. 414, Frogmorton. I essee of Wright, vs. Wright & Al.—2 W. Blacks. 889, S. C.
Cowp. 299, Hogan, Lessee of Wallis, vs. Jackson.
1 Vent. 214, 225.-2 Lev. 58.-2 Ld. Raym. 1440.
Gilb. Law of Dev. 33.— Comyns’s Rep. 372.—2 Ld. Raym. 1440.—4 Term R. 82.
Robinson’s case, cited 1 Vent. 230.—Cro. Jac. 448.—1 P. Will. 229.—1 Vesey, 24—1 P. Will. 685.
Cro. Jac. 695.—Comyns’s Rep. 539.—3 Wils. 244.
Cowp. 234.—3 Term R. 143.—Cases Temp. Talbot, 1, 2.—Comyns’s R. 82.—Nottingham vs. Jennings.—1 P. Will. 23, S. C.—1 Ld. Raym. 568, S. C.—Cro. Jac. 415.
1 Vent. 231.—Moor. 397.—6 Co. 17.—Wyld's case.—Doug. 431, 321.—2 W. Blacks. 1083.
3 Term Rep. 493, Doe, Lessee of Cumberbach & Al., vs. Perryn.
Law of Dev. 39.
1 Vent. 231, where Hale, C. J., cites Byfield’s case.
1 Tr. Atk. 432, Wyld vs. Lewis.
Doug. 431, Hodges vs. Middleton & Al.
1 P. Will. 667, Chapman vs. Forth. — 6 Bro. Parl. Cas. 309, Keiley & Al. vs. Fowler.—Cowp. 410, Den, Lessee of Gearing, vs. Shenton.—2 Ver. 616, Southby vs. Stonehouse.—Com. Rep. 373, Walter vs. Drew.
Cro. Jac. 590.
Vide, also, 1 East, R. 259, Wood & Ux. vs. Baron.
Cro. Jac. 695.
Com. Rep. 373, Walter vs. Drew & Al.— Goodtitle, Lessee of Winckles, vs. Billington & Al., 2 Ver. 616.—Southby vs. Stonehouse, 2 Sound. 388.—1 East, 263.
Cro. Jac. 448.
Cro. Eliz. 52.
Vol. iv. p. 259.
Quere, and vide Parkman vs. Bowdoin, Cir. Court U. S. Dist. Mass., May term, 1833, and the very learned opinion of Mr. Justice Story, delivered in that case; and Jones vs. Davis, 4 Barn. & Adolph. 43, and the other books and cases cited in these cases.
Fearne, cont. rem. 3, &c.
Fearne, 369, 370, 371, and the cases there cited.
1 Vez. 153, Bagshaw vs. Spencer.—Doug. 494, Doe, Lessee of Fonnereau, vs. Fonnereau, note [1].