102 Mo. 104 | Mo. | 1890
— This proceeding for the partition of lots 490, 491 and 492, in block 37, McGee’s addition to the City of Kansas, necessitates the construction of the will of Julia A. Rich ; and, upon this construction of
The will is as follows :
“ In the name of God, Amen. I, Julia A. Rich, of the county of Leavenworth, in the state of Kansas, being of sound mind, do make and declare this to be my last will and testament.
“ First. All my just debts and funeral expenses to-be fully paid.
“Second. I will and bequeath to my beloved daughter, Kate Greene, wife of Oliver I). Greene, all my personal effects, including silver, bedding, jewelry and clothing, at her death to be equally divided between her two daughters, Mary and Kate Greene, and my adopted granddaughter, Medora Annie Rich.
“ Third. I will and bequeath to my son, James W. Rich, my house, now occupied by him and his family, and the one hundred and thirty acres of land, more or less, upon which it stands, and which I hold a mortgage upon during his natural life ; at his death property to be sold and the proceeds invested for. the benefit of my adopted daughter, Medora Annie Rich, to clothe and educate her; also, the sum of $350 a year, to be paid him in money, semi-annually; at his death it goes to his daughter, Medora Annie Rich.
‘! Fourth. In consideration of the deep affection I have for my beloved daughter, Kate Greene, and her tender love and' sympathy for me in all my trials and troubles in this life, I will and bequeath her all the rest of my money, notes, real and personal estate, for the sole use of herself and children.
“Fifth. Should my brother, Thomas H. Wilson,, survive me, I will and bequeath him $300, in consideration of his kindness and attention to me during the last eight months of my failing health. This money to be paid him from the amount willed my daughter, Kate-Greene, and which I beg she vill see that he gets.
*112 “ Sixth. In case of the death of Medora Annie Rich, I will and bequeath her portion to my daughter, Kate Greene, deducting $300 to be paid Julia Eliza Rich, youngest daughter of James W. Rich.
“Executed at Salt Creek, Leavenworth county, state of Kansas, June 30, 1874, in the presence of witnesses whose names are hereunto affixed.
“ Julia A. Rioi-i.
“Witnesses:
“Richard W. Moses,
“ Richard Moses.”
On the hearing of the cause, the following facts were shown in evidence :
Julia A. Rich was the widow of Hiram Rich, and lived, at the time of her death (October 11, 1875), in Leavenworth county, Kansas, and at that time and the time she made her will, to-wit, June 30, 1874, she had two children living, James W. Rich and Mrs. Kate Greene, the wife of Oliver D. Greene, an officer in the United States army. Hiram Rich died intestate in the year 1862, at Leavenworth, leaving his widow, Julia A. Rich, his three children, Hiram Rich, Jr., James W. Rich and Mrs. Kate Greene and a grandson, Bradley Rich, son of Lucius Rich, deceased, as his only heirs at law, and under the statutes of Kansas one-half of the property, real and personal, of said Hiram Rich, deceased, descended to his widow, and the other half to his children and said grandson, in equal parts. In 1863, Julia A. Rich was appointed administratrix of the estate of Hiram Rich, deceased. The property left by said Hiram Rich consisted of a farm of about two hundred and seventy-six acres, located in Salt Creek valley, in Leavenworth county, and personal property of the appraised value of $56,083.32. Julia A. Rich qualified as such administratrix and gave bond in the sum of $114,000. On July 22, 1864, she made final settlement m the probate court of Leavenworth county, and showed a balance due the estate in her hands of $23,892.29, after
Hiram Rich, Jr., and Bradley Rich both died without issue and intestate before the decease of said Julia A. Rich, and before she made her will. Mrs. Kate Greene never received from her mother any part of the estate of her father, real or personal, to which she was entitled, and never asked her mother to make a settle-for her interest or any part thereof, but allowed her entire portion to remain in her mother’s possession, and under her control for her support, as long as she lived, but James W. Rich exacted, and was paid by his mother, all that was coming to him from his father’s estate, and besides, at the time she made her will, had become indebted to her in the sum of about (principal and interest) $4,000 for which she had a mortgage upon his house and farm. Mrs. Greene, testifying in this case, said: “My mother had both family afflictions and troubles, and financial losses, in administering her husband’s estate. Those were the troubles to which she referred in clause 4 of her will. ’ ’
At the time of making her wiil, and at the time of her death, Mrs. Julia A. Rich owned the following property :
The Salt Creek farm of two hundred and seventy-six acres, which had formerly belonged to her husband, except about forty acres, the interest which had descended to Mrs. Kate Greene, which had never been deeded to her, but which she had been permitted, by Mrs. Greene, to remain in possession and control of, as before stated, which was worth, at the time she made her will, according to the evidence of her administrator and the witnesses to her will, from $25 to $30 an acre, and for which she offered to take $35 per acre in the
At the time of her death she was indebted in the sum of about $800. The foregoing was her total estate and its condition ; it was worth, at the time she wrote her will in 1874, and at the time of her death in 1875, hardly $18,000. For several years before her death she had rénted her Salt Creek farm for $300 or $400 per annum, and had no other income except from the interest paid by Whitney and probably some dividends on her bank stock. She made her home with her son and his family, but visited her daughter Kate Greene, from time to time. In 1874, James W. Rich was forty-five years of age, and his wife about twenty-eight; he had three children, Medora Ann, a child by his first wife, whom the testatrix refers to in her will as her adopted daughter, then aged about ten years; Julia Eliza, aged about four years, and a son aged two years.
James W. Rich had no property to speak of except his house and farm, which were mortgaged to his mother
Prom the time of his marriage in 1859 up to the time Mrs. Julia A. Rich made her will, Oliver D. Greene was an officer in the army, and had accumulated little, if any, property, and although he owned a home of his •own while stationed at St. Paul, he had probably lost it by misfortune, or otherwise, shortly before Mrs. Rich made her will. At least, Mrs. Greene testifies that their home had been sold, and that at the time her mother made her will her husband had no property or income aside from his salary, and although her husband’s testimony is not clear, because of his refusal to answer questions, it is substantially to the same effect.
Surrounded by the foregoing circumstances, Mrs. Julia A. Rich wrote her own will, and underscored the ,word ‘ ‘ sole ’ ’ in the fourth clause therein with her own hand, and on June 30, 1874, executed the same on her farm at the house of her tenant, in his and his father’s presence as witnesses, and no other person was then present.
Events subsequent to death of testatrix in connection with the administration of her estate: In 1876, letters of administration were taken out in the probate court of Leavenworth county, Kansas, upon the estate of Julia A. Rich by George P. Allen, upon the petition of James W. Rich, who declined to serve as administrator because he was “inexperienced in such matters, ” and because George P. Allen was familiar with his
The witnesses who testified for respondents to the foregoing facts were the appellants, Kate Greene and her husband, Oliver I). Greene, George P. Allen, administrator of the testatrix, and Richard W. Moses, the witness to her will. Appellants introduced no evidence in the case, and asked no questions.
By deed, dated September 2, 1879, appellants, Kate Greene and O. D. Greene, with whom were joined James W. Rich and Medora Rich, conveyed the lots in question to respondent’s grantor, Jacob Vogler, with the statutory covenants of warranty, for a consideration of $100, “subject expressly to all tax liens and tax titles of whatsoever kind or character,” the record of which deed was read in evidence, to which the appellants objected as follows: “We don’t require the original, but we object because it is acknowledged
Judge Slover, before whom the case was tried, rendered a decree in favor of respondents, which, among other things, recites that “the court finds and declares that, in and by said will, construed with reference to all its provisions, and the circumstances surrounding said testatrix at the time of the execution of said will shown in evidence, it was the intention of said Julia A. Rich, in the fourth clause of said will, to, and said clause did, vest the entire and absolute fee-simple title to the real estate, above described, in the defendant Kate Greene, the daughter of the testatrix, Julia A. Rich, for her sole and' separate use, to the exclusion of her said husband, subject only to the debts of said testatrix and the annuity of James W. Rich, and after his death to Medora Annie Rich, and the legacy to Thomas H. Wilson mentioned in said testament. That said fourth clause of said will was not intended to and did not vest any estate, right, title or interest whatever in the children of said Kate Greene.”
The acknowledgment of the deed to which reference has been made is in these words:
“County or Clark, •
“Washington Territory, > ss.
“United States. )
“Be it remembered, that on this second day of September, A. I). 1879, O. D. Greene and Kate Greene, his wife, who are personally known to the undersigned clerk — district court Second Judicial District of Washington Territory — to be the persons whose names are subscribed to the within and foregoing deed as parties thereto, personally appeared before me and acknowledged that they executed and delivered the same as their voluntary act and deed for the uses and purposes therein contained. And the said Kate Greene, being by*118 me made acquainted with, the contents of said deed, acknowledged, on an examination separate and apart from her said husband, that she executed the same freely and without compulsion or undue influence of her said husband.
“Given under my hand and official seal of said court the day and year aforesaid.
“[Seal.] R. G. O’Brien,
“ Clerk said Court.
“By G. McConnell,
“Deputy at Van Couver.”
I. Before discussing the question as to whether the court below properly construed the will of Julia A. Rich, a question preliminary to that must be determined, and that is the sufficiency of the certificate of acknowledgment taken in 'Washington Territory. So far as concerns the form of the certificate, it is unexceptionable, being made in the name of the clerk and signed by the deputy, and under the seal of the court. Such a certificate, if made in this state, would be unobjectionable, as shown by the case of Springer v. McSpadden, 49 Mo. 299.
But it is objected that the clerk had no power to appoint a deputy / and that this is proved by sections 1871 and 1870 of the United States Revised Statutes, 1878, which provides that:
Section 1870: ‘ ‘ The supreme court of each territory shall appoint its own clerk, who shall hold his office at the pleasure of the court for which he is appointed.”
Section 1871: “Each judge of the supreme court of the respective territories shall designate and appoint one person as clerk of the district over which he presides, where one is not already appointed and shall designate and retain but one such clerk where more than one is already appointed.”
And it is also said by the appealing defendants that no provision is any where to be found in those statutes
The office of clerk of a court seems to be one which, from its nature and constitution, implies a power or right to execute it by deputy. Whenever nothing is required but superintendency in office a ministerial' officer may make a deputy. 7 Bac. Abr. 316, 317, — Tit. Offices and Officers. And the rule is general that a deputy may do every act which his principal might do. Com. Dig. Officers, D. 3; Confiscation Cases, 20 Wall. 92.
It will not be contended that the person, who assumed to act as deputy in the present case, acted without rightful authority; every presumption of the law faces the other way. If necessary to uphold this certificate, we would presume that a law of the territorial legislature was in existence authorizing the appointment of a deputy clerk. And this not only on the grounds stated, but because section 1851, Revised Statutes, United States, provides that “the legislative power • of every territory shall extend to all rightful subjects of legislation, not inconsistent with the constitution and laws of the United States,” and there is nothing inconsistent between such.a territorial statute, and the federal law already quoted, and because section 748, Revised Statutes, United States, expressly speaks of “ deputy clerics’’ of territorial courts. In an early case in Tennessee, where the statutes gave no authority to appoint a deputy clerk, yet recognized deputy clerks by mentioning them, this was regarded as tantamount to a legislative sanction of their capability of being appointed, and of;their legal capacity and qualifications to perform the duties of the office of their principals.
II. But it is quite immaterial whether or not that certificate is good, and for this reason : In the creation of a separate estate in equity, neither technical terms, particular forms of expression nor any special collocation of words is necessary; all that is requisite is that the purpose to create such an estate shall clearly appear. 2 Story Eq. Jur. [13 Ed.] secs. 1381, 1382; 1 Bishop Mar. Wom., sec. 825; Morrison v. Thistle, 67 Mo. 596. In the present instance, the words ufor her sole usef are the words usually employed, and are sufficiently indicative of the exclusive purpose which dictated their employment. 1 Washb. Real Prop. [5 Ed.] 342. This being the case, the fact that Kate Gf-reene signed the deed makes it good to pass the equitable fee without an acknowledgment, just as much so as if she had been a feme sole; this was so ruled in. Turner v. Shaw, 96 Mo. 22.
The court in that case held that the words, “ sole usef were sufficient to create a separate estate in the feme even if they had been employed in a conveyance to her by a stranger ; but that, the deed being made by the husband to the wife, a separate estate was the necessary result, when if made by a stranger, “ absent the necessary wordsf no separate estate would have been created. The head note in that case, which has misled counsel for defendants, makes the court say that a deed from a stranger to the wife, employing the usual words, “sole use,” would not create a separate estate. A glance at paragraph 3 of the opinion will show the incorrectness of the head note. Holding the deed, then, to be a valid one, from whatever standpoint it is viewed, we
III. Relative to the proper construction to be given the fourth clause of the will before us, the appealing defendants have three several and divergent theories, to-wit:
‘ ‘First. As willing and bequeathing said real estate to the defendant, Kate Greene, for the sole use of herself and children, and thereby the legal title to said real estate was vested in said Kate Greene, but her children were each entitled to equal shares with her in said real estate, which shares she held in trust for said children.
“ Second. Or the said will should be construed as devising said real estate to said Kate Greene and her children as tenants in common, share and share alike.
'■'■Third. Or the said will should be construed as conveying a life-estate in said real estate to said Kate Greene, with remainder over to her children.”
And in their conclusion upon such variant theories, counsel insist that:
“ Fourth. In no event can the will be construed as. conveying to said Kate Greene a fee-simple title to the whole of said real estate, as claimed by the plaintiff.”
If counsel after such full research of the authorities, as is evident they have made in this cause, are still uncertain as to what the meaning of the testatrix was in employing the words of the fourth clause of her will, this will furnish a strong argument in favor of the admissibility of parol evidence to shed a light on that meaning. For though it is settled that extraneous evidence is not admissible to vary, explain, contradict or control the terms of a will, yet that such evidence is receivable to show the circumstances surrounding the testator, the subject-matter of the devise, and the persons to be benefited thereby, in order to place the court, so far as> may be, in the situation of the testator, and, looking from his standpoint, to determine both the subject and
Sir James Wigram, in Ms learned work on wills, says in reference to suck extrinsic evidence:
“proposition y.
“For the purpose of determining the object of a testator’s bounty, or the subject of disposition, or the quantity of interest intended to be given by his will, a court may inquire into every material fact relating to the person who claims to be interested under the will, and to the property which is claimed as the subject of disposition, and to the circumstances of the testator, and of his family and affairs, for the purpose of enabling the court to identify the person or thing intended by the testator, or to determine the quantity of interest he has given by his will.
“The same (it is conceived) is true of every other disputed point, respecting which it can be shown that a knowledge of extrinsic facts can, in any way, be made ancillary to the right interpretation of a testator’s words.” Wigr. on Wills, 142.
The doctrine thus asserted is the well-settled law of this court. Noe v. Kern, 93 Mo. 373; Suydam v. Thayer, 94 Mo. 49 ; Munro v. Collins, 95 Mo. 33.
And in construing wills, the pole-star of construction or exposition of a will, the meaning, the intention of a testator, is never to be lost sight of ; single words, single clauses, will not be considered singly; but the whole instrument, its general scope and design as gathered from its four corners, will be taken into consideration, in connection with the surrounding circumstance when properly admissible, in order that the intention oi. the testator may, if possible, prevail. This rule is emphasized by our statute, which declares that: “All courts and others concerned in the execution of last ' wills shall have due regard to the' directions of the will,
And, when giving a proper and practical construction to wills, technical rules must yield to the obvious meaning of the testator, gathered from all parts of the instrument and as illustrated by evidence of his situation and surroundings. Carr v. Dings, 58 Mo. 404; Collier's Will, 40 Mo. 287; Allison v. Chaney, 63 Mo. 279 ; 94 Mo., supra. All other rules of construction are subordinate and auxiliary to this leading and predominant principle.
Let us apply the rules' already stated to the facts in evidence: So far as necessary to recite them for the present purpose, when briefly told, they are the following : Hiram Rich, the husband of the testatrix, died intestate in 1862, at Leavenworth, Kansas, leaving his widow, Julia A. Rich, his three children, Hiram Rich, Jr., James W. Rich, Mrs. Kate Greene and a grandson, Bradley Rich, son of Lucius Rich, deceased, as his only heirs at law, and, under the statutes of that state, one-half of the property of the decedent wént to his widow, and the other half to his children and grandson in equal parts. His widow administered on his estate in 1863, the property then consisting of the Salt Creek farm of some two hundred and seventy-six acres in Leavenworth county, and personal property of the appraised value of' $56,083.32. In July, 1864, she made a final settlement of the estate, showing thereby a balance in her hands of $23,892.29 after the payment of debts, and about $20,000 uncollected assets ; all of which the court ordered to be distributed among the heirs of the deceased. Hiram, the son, and Bradley, the grandson, both died withput issue and intestate, before the testatrix made her will.
Mrs. Kate Greene never asked for and never received from her mother any part of the real or personal property of her father to which she was entitled; but allowed her portion to remain in her mother’s hands for the latter’s support, as long as she lived. On the
James W. Rich at the date of the will had no property to speak of, but his mortgaged farm; was forty-five years of age; his wife, twenty-eight, and he had three children, Medora Annie, a child by his first wife, the grandchild and adopted daughter of the testatrix; Julia Eliza, four years old, and a son of two years. Such were the financial circumstances of the testatrix and such her surroundings at the time she executed her holographic will. To her daughter, Mrs. Greene, she was legally indebted for the long use and appropriation she had had of that daughter’s portion of the estate, and to her she was, also, morally indebted for her
This then being the situation of the testatrix, and these her antecedents, what could be more natural than that she should give recognition of her obligations to that daughter, and expression of her affection for her in bestowing upon her the most considerable portion of her estate, accompanying such bestowal by words of eloquent and reminiscent tenderness % Courts in construing a will are not to lose sight of the prominent fact that, while a contract springs from opposing minds and combatting intellects, a will in large part springs from the better part of our nature; and, in order to be constrned in a natural manner, must be construed in a way which best accords with what the heart of the testator would dictate, if left unfettered by technical rules. Olmstead v. Dunn, 72 Ga. 854. And, unless the words used by the testatrix in the fourth clause are not entirely repugnant to what it is but natural to suppose the testatrix would do in the given circumstances, such natural and practical construction must prevail.
IY. But it is strenuously insisted that the words, “ sole use of herself and children, ” precludes the idea that Mrs. Greene was to be the sole recipient of the testatrix’s bounty as conveyed by, and contained in, the fourth clause of her will. It must, however, be remembered that frequently such expressions will not be regarded as expressive of an intention to create a trust but merely as indicative of the motive of the gift to the devisee. For this view there is abundant authority.
And it is said that, latterly, courts are not so astute as they formerly were to imply a trust from certain words : but are more inclined to find in the words but the mere statement of a motive for the devise, or the vesting of a discretion in the trustee. 1 Perry on Trusts, sec. 117, note, p. 127; 1 Jarman on Wills [Rand. &. T. Ed.] 688-9.
The authorities on this point of implied trusts are confused and contradictory.] 2 Pom. Eq. Jur., sec. 1012, note ; Jarman on Wills, supra. But all the cases seem to be agreed that every case must depend on the construction of the particular will under consideration, and that no trust will be implied, if, looking at the whole context of the will and all the circumstances together, the probabilities are against implying a trust, but favor the theory that the words were merely employed to express the motive prompting the testator’s gift. Perry on Trusts, secs. 114, 116; Pom. Eq. Jur., sec. 1012, and cas. cit. Cases like the present one differ widely from those where the bequest or devise bestows property in direct terms upon several persons by name, or one person by name, and the others are designated in such a way as to be ascertained by extrinsic evidence, in which case, of course, the donees, ascertained and ascertainable, take as tenants in common. Of this sort is the case of Hall v. Stephens, 65 Mo. 672, and cases there cited. But that case is obviously inapplicable to the case in hand.
Looking at this will in all its aspects, at the antecedents of the testatrix and of her children, it is utterly
The central idea of the testatrix was the creation of a separate estate for her daughter, and this doubtless caused her to underscore the word “soZe/” and then she closes the sentence with an expression of the motive which prompted her in creating that separate estate, to-wit, that the donee and her children should have a resource in the property left the daughter which could not be taken away by an improvident and non-accumulating husband. We, therefore, rule this point also, against the appealing parties, holding that the fourth clause of the will creates neither an implied trust nor a tenancy in common.
V. Other considerations go but to strengthen and confirm the correctness of this viéw. Our statute, section 4004, Revised Statutes, 1879, declares that: “In all devises of lands or other estate in this state, in which the words, ‘heirs and assigns,’ or ‘heirs and assigns forever,’ are omitted, and no expressions are contained in such will whereby it shall appear that such devise was intended to create a life-estate only, and,, no further devise be made of the devised premises, to take effect after the death of the devisee to whom the same shall be given, it shall be understood to be the intention of the testator thereby to devise an absolute estate in the same, and shall convey an estate in fee simple to the devisee, for all such devised premises.”
Under this statute it is obvious that the absolute estate in fee granted to Mrs. Kate Greene could not be impaired, cut down or qualified except by words as
Having already determined that there is nothing in the words, “sole use of herself and children,” upon which to imply a trust, and that no tenancy in common was thereby created, and as there is no expression employed to create a life-estate, and no further disposition is made of the devised premises to take effect after the death of the devisee, the statute quoted must be held to dominate this case ; especially so, when counsel who-combat this view naturally admit that the meaning of the words, “and children,” are of such uncertain and conjectural import.
YI. It is apparent also from the second and third clauses of the will that when the testatrix intended to-create a life-estate, or to divide property between named parties, she did so in clear and unmistakable terms. This fact does much to add force and conclusiveness to-the foregoing views as to the nature of the estate she designed her daughter to take. Phelps v. Bales, 5 Atl. Rep. 301; McKee' s Appeal, 104 Pa. St. 573; Landon v. Moore, 45 Conn. 422; Murfitt v. Jessop, 94 Ill. 160.
yil. Again, if Mrs. Rich really designed by the fourth clause of her will that the infant children of her daughter should take either as beneficiaries under an implied trust or as tenants in common with their mother, it is remarkable that she did not call them by name, as she did all the other beneficiaries in her will, and say whether she meant those then living, or those subsequently to be born, or both; and that she did not give-some directions as to the property, and how it should be invested or disposed of as she certainly did as to the-
YIII. Furthermore, the testatrix has placed her own and the same interpretation on the fourth clause of her will already placed upon it in the foregoing remarks, for in the fifth clause she speaks of the residuary clause aforesaid, as “ the amount willed to my daughter, Kate Greene,” and then directs that she pay $300 out of the amount thus bestowed on her to Thomas H. Wilson. This language is susceptible of but one meaning, and that is, that the testatrix understood her own language in the fourth clause to mean that Kate Greene was made thereby sole residuary legatee. This supposition must be indulged, or else the very unfavorable presumption, one at war with the protestations of deep affection she had made for her daughter, to-wit, that after having made her but a tenant in common, or beneficiary with her born and yet unborn children, she would still further cut down and diminish her bequest or devise by requiring her daughter to pay, out of such diminished “amount,” the sum aforesaid. Such a supposition will not be indulged, and there is no sound or even plausible reason for its indulgence. ' - '
And the rule is that, when a testator interprets a particular clause in his will, the courts, when called to construe it, will follow that interpretation. Reinders v. Koppelman, 94 Mo. 343.
Other reasons might be advanced favoring the conclusions already announced, but it is unnecessary to do so.
Satisfied with the correctness of the rulings of the lower court, we affirm the judgment.