38 Ala. 537 | Ala. | 1863
F. O. A. Sherrod having died without ever having had the possession of the slaves, the contingency on which he was to share in the profits of their
There is, in the first place, a clear and unambiguous gift of the absolute and entire interest. The language is, “ I give and bequeath,” &c. If the will had stopped with the former of the two clauses, no argument could have been made in favor of the proposition that the legatee took a partial interest. The case here, then, is one where an absolute gift is made, and a contingency is afterwards provided, in which the estate is to be defeated. Now, the rule is, that where there are clear words of gift, the court will never permit that absolute gift to be defeated, unless it is perfectly clear that the very case has happened, in which it is declared that the interest shall cease. — Harrison v. Foreman, 5 Vesey, 207. It is not to be inferred that the absolute gift is infringed, further than is expressed. The testator has with clearness and distinctness appointed
There is in the books a class of cases, where a bequest to one, in the event of the non-existence, or on the decease of another, has been held to indicate an intention to make the latter a prior object of the testator’s bounty ; as, for example, a devise to A, upon the death of B. In those cases, the antecedent estate is not given ; and there must, therefore, be an intestacy, unless the courts imply a bequest of it. A bequest has, therefore, been implied in many cases, to him upon whose death the subsequent estate is to arise. The implication must not rest upon conjecture ; it must be necessary. The inference must be so plain as to be irresistible to the mind. — Brummel v. Prothers, 3 Vesey, 111; 1 Jarman on Wills, 465 ; 2 Lomax on Executors, 19; Browne v. DeLoet, 4 Bro. C. C. 535, note a; 2 Roper on Legacies, 1497-1498; Chum v. Respass, 1 Monroe, 25.. If a devise be made to the heir, after the death of another, the inference is irresistible, that the testator intended the latter to take a life-estate ; for otherwise the heir would take by inheritance, before the event upon which the devise to him was to take effect. The authorities upon this subject are numerous, and sometimes conflicting, and it is not necessary here for us to go into them. The principle upon which they proceed, has no application here.
The cases collected upon the briefs of appellants’ counsel, on the subject of implication, are all referrible to the doctrine stated above. Thus, in Crowder v. Clowes, (2 Vesey, 449,) a life-estate in the testator’s niece was implied from a bequest over to the person who might be entitled to the
The wife was, upon the occurrence of the contingency, to receive the same interest to which the laws of the State of Alabama would entitle her, if the legatee were seized and possessed of the same in fee-simple. This provision is not sufficient to defeat the estate given. It does not authorize the inference that the testator designed to give his grand-son an estate for life. If that effect were allowed, it would not harmonize with the preceding clause. Perfect harmony is secured between that and the clause which makes the bequest, by attributing to it a design to meet the contingency of an alienation by the grand-son. If the grand-son should leave a wife, but no descendant, then the limitation over was to take effect, just as if he were at the time of his death seized and possessed of the same in fee-simple, whether he was then actually seized and possessed of the same or not. Or, it may be that the words, without observing their technical meaning, were used by way of distinction to an estate defeasible upon a subsequent
If we concede, that the testator’s grand-son took only a life-estate, it would result, that there is an intestacy as to the remainder ; the contingency not having occurred, upon which the limitation over was to take effect. It would not be a necessary implication from anything contained in the will, that the testator designed his three eldest sons to take the remainder. We may find grounds in the will for conjecturing that the testator designed to follow the legacies to the death of the first taker, and see that they did not pass awa,y from the class of children to which the first taker belonged; and we might then conjecture that he had that design in reference to the legacy to his grand-son. But it would be mere conjecture at last. The testator has not said so, nor has he said anything from which it can be inferred. Certainly, the court can not resort to conjecture, when the terms of the will are of intelligible import. To do so would be to make a will, conforming to what it is supposed the testator intended- — not to search for the intention in the construction of what is said. — See Manigault v. Bailey, 1 Bailey’s Eq. 298. It is not the province of a court to incorporate into a will provisions which it may be supposed the testator would have adopted if they had occurred to him. Nor is it the province of the court to provide for a contingency, neglected in the will, because there is room for conjecture that the testator would have done so, had he anticipated it. — 1 Jarman on Wills, 744-50; Parsons v. Parsons, 5 Vesey, 578; Holmes v. Craddock, 3 Vesey, 317 ; Roper on Legacies, 322, 326, ch. 21, § 9.
If, then, it be granted that the grand-son took only a life-estate, it would not open the door for the three eldest sons
The decree of the chancellor is affirmed.
Note by Reporter. — The foregoing opinion was delivered at the January term, 1S58. A rehearing having been granted, on the application of the appellants’ counsel, the cause was held under’ advisement until the January term, 1863, when the following opinion was delivered by Mr. Justice Stone. The annexed brief is an abstract of the argument submitted by the appellants’ counsel on the rehearing.
It is not denied that Vm. S. Swoope took a vested estate under the will of his grand-father ; but it is contended that, under the obvious intention of the testator, as expressed in his will, and by necessary implication arising from its language, the gift over to the eldest three sons of the testator was not made to depend on the contingency of said Swoope’s dying, leaving a -wife surviving him ; that that was rather an obstacle in the way of the gift over ; that the real and only condition on which the gift over was made to depend, was that the grand-son, dying, should leave neither child, nor descendant of a child, surviving him.
The authorities conducing to support this proposition are the following : — Murray v. Jones, 2 Vesey & B. 313 ; Pearsall v. Simpson, 15 Vesey, 29; McKinnon v. Sewell, 5 Sim. 78 ; Hulton v. Simpson, 2 Vern. 722 ; Gulliver v. Wickett, 1 Wils. 105; Jones and Westcomb, 1 Eq. Cases Abr. 245; Andrews, dem. Jones and Fulham, 2 Eq. Cases Abr. 264 ; Earl of Newburgh v. Eyre, 4 Russ. 454; Robinson v. Robinson, 1 Burr. 38-50 ; Doe, ex dem. James v. Hallett, 1 M. & S. 124; Hill v. Smith, 1 Swanst. 195 ; Doyne v. Cartright, 1 Coll. 482 ; Wainwright v. Wainwright, 3 Vesey, 558 ; Key v. Key, 19 Eng. L. & Eq. 617.
Murray v. Jones is probably the strongest of these cases for appellants. In that case, Lady Bath, by will, gave the income of the bulk of her estate, first to her father, and then to her husband, successively, for life; and at the death of the survivor, gave the property to the children of Lady Bath ; but gave it over to Mrs. Markham, now Mrs. Fawcett, and her children, upon any one of the following events : 1st, in case Lady Bath should have but one child at the time of her decease, be the same a son or daughter; 2d, in case she should have two or
Looking into the cases, a list of which is given above, it will be seen that the presumed intention of the testator, not clearly expressed, on which some of them are made to rest, or the necessary implication, mentioned in the books, brought to the aid of others, was in every instance indulged, not to defeat a vested estate, but, in most of them, to prevent an intestacy. The exceptions are the following :
Hill v. Smith, 1 Swanst. 195, in which it was attempted to divest the title of the testator’s son, a primary legatee, on some confusion and inaccuracy in the language of the will. The court, from the general tenor and context of the will, came to the conclusion, that the testator did not intend to cut down his son’s estate on the event which had happened.
Doe v. Hallett, 1 M. & S. 123, is very like the last in principle. The testator, by mistake, described a certain person as an only son, when there was another living. He then made provisión for such [supposed] only son, and for the other sons afterwards to be born. This family was the primary object of his bounty ; and the first son dying, the
In each of these cases, it will be perceived, that the effort was made to exclude the primary object of the testator’s bounty; in one of them, his heir-at-law. To accomplish such object, requires express language, or implication amounting to such “strong probability of an intention, as that the contrary can not be supposed.” — 1 Jarman on Wills, m. p. 465, and note.
Another case relied on for appellants is Hart v. Tulk, 19 Eng. L. & Eq. 438. In that case, the court became satisfied that there was an obvious mistake in the draft of the will, by employing the word “fourth,” where “fifth” was intended. This conclusion was attained, by considering the whole tenor of the will, which evidently contemplated equality of benefit to each and every of the testator’s children; and correcting this mistake, carried into effect the general intent of the will. There is much in the will which tended to show the mistake. ’ ■
We have stated the extreme cases on one side, which are presumed to make in favor of the appellants. There are many cases of a contrary tendency. In the case of Shuldham v. Smith, (6 Dow. 22,) testator had devised real estate in trust to pay the clear rents, issues, and profits, and in certain proportions, to certain persons in the will mentioned, for life; and then proceeded to devise as follows: “And from and after the death of the survivor of them, the said L. S.” &c., (naming the several persons to whom the above life-interests were given,) “then I give and devise, all and singular, the said manor, messuages, lands, &c., unto all and every the children of my late sister, E. C. by her three several husbands,” (naming them,) “that shall be then living, and their heirs and assigns forever, equally to be divided between them as tenants in common, and not as joint tenants; and if there should be but one such child, and no issue of any of the other children then li oing, then, and in that case, I give and devise all my said real
In Doe, ex dem. Raddiffe v. Bagshaw, (6 Term Rep. 512,) the devise was to Margaret, an only child, for life,, remainder to the first son of her body, if living at the time of her death, and the heirs male of such son, and, in default of such issue male, remainder to R. B. Margaret had an only son, who died during the life of his mother, leaving a son. It was held, that Margaret took only a life-estate; that neither her son nor grand-son, took anything under the will, but the devise over to R. B. took effect.
Of similar import are the following cases : Wingrove v. Palgrave, 1 Pr. Wm. 401; Holmes v. Craddock, 3 Vesey, 317; Doe, dem. Vessey v. Wilkinson, 2 Term Rep. 209; Doe v. Jessep, 12 East, 288 ; Doe v. Rawding, 2 B. & Ald. 441; 1 Jarman on Wills, m. pp. 744 et seq. See, also, Brown v. Clark, 3 Vesey, 166 ; Scott v. Chamberlayne, ib. 302.
In Harrison v. Foreman, (5 Vesey, 207,) the court said: “It is perfectly clear that, where there are clear words of gift, giving a vested interest to parties, the court will never permit that absolute gift to be defeated, unless it is perfectly clear that the very case has happened in which it is declared that interest shall not arise.” This sentence is somewhat obscure; but the context shows, that the writer meant to say, that an absolute gift shall not be defeated, unless the case has happened in which it is declared that the estate shall cease.
Under the will of Benjamin Sherrod, an absolute estate vested in Wm. S. Swoope, subject to be defeated on a contingency. Has the event happened, on which it was declared the estate should cease ? It has not literally hap
We adopt as our own the language of Chancellor Johnson in Manigault v. Deas, 1 Bailey’s Eq. 302 : — “If speculations on the subject of intention were admissible, I should probably arrive at the conclusion to which this argument leads. Ignorant of the feelings which might have operated on the testator, I am ready to confess that I can see no reason” [why the leaving a wife should be a condition of the gift over”]. “But we are forbidden by the rules of law to indrrlge in conjecture. The testator’s power of disposition over the property is unlimited. If he will, he may indulge his partialities, and his prejudices, and exercise wisdom or folly in the disposition of his estate.” .
If we enter upon the broad sea of speculation as to the probable intention of the testator, whither shall we be drifted, and where find a safe anchorage ? When the testator made his will, it was possible that Wm. S. Swoope would die unmarried. It was also possible that he might die leaving a wife and children, or a wife without children, or children without a wife surviving. It was also possible that he might leave children, who might all die unmarried, and leaving no descendants. The will makes express provision for only one of these contingencies. It is said there is an implication to meet one of the other contingencies— the one which has happened. How about the others ?
We have indulged in these reflections to show the great peril that must attend every step we take, when we travel out of the language of a will in pursuit of a conjectured intention of the testator. The will must be expounded by its own terms, and not by the after-accidents that may befall thé devisees, unless those accidents are provided for by the will. The rules of construction, as compiled by that accurate writer, Mr. Jarman, forbid the latitude now invoked. — 2 Jarman on Wills, m. p. 742. He says :
XI. “ That in general, implication is admissible only in the absence of, and not to control an express disposition.”
XII. “That an express and positive devise can not be controlled by the reason assigned, or by subsequent ambiguous words,” &c.
XIII. “ That the inconvenience, or absurdity of a devise, is no ground for varying the construction, when the terms of it are unambiguous; nor is the fact that the testator did not foresee all the consequences of his disposition, a reason for varying it,” &c.
XXI. “That the construction is not to be varied by events subsequent to the execution,” &c.
The rule as to implications is declared in the following authorities : Gardner v. Sheldon, Vaughn, 261; Bamfield v. Popham, 1 Pr. Wms. 56 ; Brown v. DeLaet, 4 Bro. C. C. 435, and note (a); 1 Jarman on Wills, 435, and note 2 ; 2 Lomax on Ex’rs, 19; Rathbone v. Dyckman, 3 Paige, 9. Necessary implication is defined to be, “such a strong probability that an intention to the contrary can not be supposed.” It is sustainable only on the principle of carrying into effect the intention of the testator.
The following authorities seem to us to be precisely in
A testator devised to Thomas Cooke, and added: “ But my will is upon this further condition, that in case the said Thomas Cooke shall die an infant, unmarried, and without issue, then J do hereby give and devise” [the premises]
So, in the case of Williams v. Chitty, (3 Vesey, 545,) where there was a devise to A. and her heirs; but, if she dies under twenty-one and unmarried, to B. and her heirs. A. died in the life-time of the testator, under twenty-one, and without issue, but had been married. It was conceded in the argument that B. did not take under this clause of the will.
See also, Humberstone v. Stanton, 1 Ves. & B. 385 ; and Joslin v. Hammond, 3 Myl. & K. 110.
The decree of the chancellor is affirmed.