135 Tenn. 156 | Tenn. | 1915
delivered the opinion of the Court.
The first question for determination is whether the following instrument created a separate estate in Laura Hudgins;
*163 “For the love and affection I have-for my daughter Laura Hudgins, I, James A. Hudgins, do hereby transfer and convey unto my said daughter Laura Hudgins, to take effect, and with the restrictions hereinafter, a tract of land situated in civil district No. 2, Franklin county, Tennessee. ... To have and to hold said tract of land to the said Laura Hudgins and her heirs, free from the debts, liabilities, or contracts of her husband if she should ever marry. ...
But this deed is not to take effect until the death of my wife, and my death, as the use of the place during my life, and the life of my wife, Elizabeth Hudgins, is herein and hereby expressly reserved. My clear intention is to give the said land to my daughter Laura Hudgins at the death of my wife and myself, without power of disposal in any way, and not to be liable to be sold for her debts, or the debts or liabilities of any husband she may have if she ever marries. This 4th day of October, 1879.”
We are of the opinion that a separate estate was created by the words:
“To have and to hold said tract of land to the said Laura Hudgins and her heirs, free from the debts, liabilities, or contracts of her husband if she should ever marry, . . . and not to be liable to be sold for . . . the debts or liabilities of any husband she may have if she ever marries. ’ ’
We have in this State no direct authority in any published case, but in the second volume of King’s Digest, p. 1275, section 68, there is a reference to an
“None of the property shall ever be subject to the debts of the husband, and that the husband be permitted, during the joint lives of himself and wife, to use, control, work, manage, and direct all the said property as he may judge best, receiving and applying the earnings, proceeds, and profits to the joint use and benefit of himself and wife, for the support, maintenance, and education of the issues of the intended marriage, if any there be.”
It was held, according to Mr. Bang’s report of the case, that this language created a separate estate in the wife as to the corpus, and a joint estate as to the income and earnings.
In Grotenkemper v. Carver, 9 Lea (77 Tenn.), 280, the language of the ixistrument was :■
“To her sole and separate use, aixd to be held by her free from the debts, liabilities, and contracts of her present husband, William IT. Carver, or any future husband she may have.”
The court said that the words “to her sole and separate use” were sufficient to create a separate estate, and that the residue of the sentence, through being in accoxklance with an established legal usage, “was intended to make assurance doubly sure, by expressing the grantor’s object in a different form.” The same form, substantially, appears in Molloy v. Clapp,
The precise point, however, arose in Young v. Young, 56 N. C., 216, 219. The language there considered was, immediately following the bequest 'of a slave tp testator’s married daughter Anna Young:
“And not to be subject to any debt or debts which Jesse Young may contract, or may have contracted.”
The court said:
“Here is a plain and manifest intention on the part of the donor that the slave Mariah shall be for the sole and separate use of the wife and her children. The husband, Mr. Young, has no interest in the slave. ’ ’
To the same effect is Martin v. Bell, 9 Rich. Eq. (S. C.), 42, 70 Am. Dec., 200. The language there under examination was:
“The property, real or personal, that my three daughters (naming them) may or do receive by this my will, I hereby settle it on them and the lawful issue of their bodies forever, and I do declare that it shall in no wise be subject to the debts of their husbands, in no casé whatsoever.”
It was held the daughters took separate estates.
The matter for ascertainment in all cases of this nature is whether it was the intention of the settlér to exclude the husband. In addition to the words, to the “sole and separate use” of the wife, which are universally held to create a separate estate, the fol
“For her livelihood,” Darley v. Darley, 3 Atk., 399; Cape v. Cape, 2 Y & C., 543; Lee v. Prideaux, 3 Bro. Chy., 383; “That she may receive and enjoy the profits,” Tyrrell v. Hope, 2 Atk., 558; “to be at her own disposal, Prichard v. Ames, T. & R., 222; Kirk v. Paulin, 7 Vin. Abr., 95; “to be by her laid out as she shall think fit.” Atcherly v. Vernon, 10 Mod., 531; “for her own use independant of the husband,” Wagstaff v. Smith, 9 Ves., 520; Dixon v. Olmius, 2 Cox, 414; Simmons v. Horwood, 1 Keen, 9; Tullett v. Armstrong, 1 Beav., 1; “not subject to his control,” Bain v. Lescher, 11 Sim., 397; '“to her own use and benefit independent of any other person,” Margetts v. Barringer, 7 Sim., 482; “to receive the rents while she lives, whether married or single,” Goulder v. Camm, De G., F. & J., 146; “her receipt to be a sufficient discharge,” Lee v. Prideaux, 3 Bro. Chy., 381, 382; Tyler v. Lake, 2 R. & M., 188; “ to be delivered to her on demand,” Dixon v. Olmius, 2 Cox, 414.
We have, in our Reports, many eases on the subject. The few which we cite will perhaps give a fair géneral view of our law, in respect of the matter, in its varied aspects. Powell v. Powell, 9 Humph. (28 Tenn.), 477; Barnum v. LeMaster, 110 Tenn., 638, 75 S. W., 1045, 69 L. R. A., 353; Williford v. Phelan, 120 Tenn., 589, 113 S. W., 365; Mitchell v. Bank, 126 Tenn., 669, 150 S. W. 1141; Hamilton v. Bishop, 8 Yerg. (16 Tenn.), 33, 29 Am. Dec., 101; Beauford v. Collier, 6
It may he said of the language in the deed now before us that it is. difficult to conceive of the husband (without the intervention of some form of trust) owning property which is not at all liable for his debts, nor subject to his contractual powers. So by exclusion of the legal incidents that attend the right of property it is clear on principle that the language could have no other meaning than an intention to exclude the husband.
We do not think' any strength is added to this conclusion by the clause restraining alienation, as insisted by learned counsel. Baggett v. Meux, 1 Coll., 138; Tullett v. Armstrong, 1 Beav., 1; Stogdon v. Lee, 1 Q. B., 661. In the ease last cited it is said that to infer the existence of a separate estate from the mere fact of a restraint on alienation would result in the plainly unsound conclusion that that which is a mere accessory to the separate use, for the purpose of rendering it effectual, ought, standing alone, to compel an implication of that separate use to which it is only an accessory.
Before leaving this branch of the case, it is well to note a question debated at the bar and in the briefs;
"We may add that a trustee is not essential to the creation of a separate estate (Hamilton v. Bishop, 8 Geog. [16 Tenn.], 33, 42, 29 Am. Dec., 101), and that— “property may be given to a woman to her sole and separate use while she is single, and not in contemplation of any particular intended marriage and the gift is valid in that form but the peculiar properties of the separate estate do not and cannot exist until she is married.” 3 Pom. Eq. Jur. (3d Ed.), section 1109.
The restraint on alienation contained in the deed to Laura Hudgins was valid. Baggett v. Meux, 1 Coll., 138—153, 1 Phill., 627; Clive v. Carew, 1 John. & Hem., 199, 70 Eng. Reprint, 719; Sheriff v. Butler, 12 Jur. (N. S.), 329; Lady Bateman v. Faber, 67 L. J. Ch., 130, 1 Chy., 144; Stanley v. Stanley, 7 Ch. Div., 589; Richards v. Chambers, 10 Ves., 580.
In Baggett v. Meux, supra, the testator, having created a separate estate in his daughters, used with respect thereto the following language:
“I hereby declare that neither of my said daughters shall sell, mortgage, charge, or incumber the estates or property by me given, devised and bequeathed to them.”
“Now, it being clear and admitted oil all hands,” said the vice chancellor, “that with respect to a life interest given to a married woman for her separate nse she may be effectually restrained from doing, during coverture, any act of alienation, total or partial (without any clause of forfeiture, and without any limitation over taking effect upon such an act), it being clear, as I apprehend, that a clause prohibiting alienation, or anticipation by a married woman of her separate estate (when there is no such provision of forfeiture or limitation over), however the prohibition may be expressed, whether in terms confining it to a period of coverture, or in terms general and undefined, or in terms distinctly expressing a period beyond as well as during coverture, has by law validity allowed to it, as to a life interest, at least, but that this validity is by the same law (whatever the expressions), not permitted to extend to a period beyond coverture (that is the law of its own force, preventing the restriction from operation or effect as to any act done when coverture does not exist), . . . I am at a loss to discover any sufficient reason why that which holds good as to a life interest should not equally hold good as to an absolute estate. Why should there be any difference?”
This was subsequently affirmed in 1 Phill., 627, the Lord Chancellor saying:
“The object of the doctrine” establishing separate estates “was to give to married women the enjoyment*171 of property independent of the husband; but to secure that object it was absolutely necessary to restrain her during coverture from alienation. The reasoning evidently applies to a fee as much as to a life estate, to real property as much as to personal. The power of a married woman, independant of the trust for separate use, may be different in real estate from what it is in personal; but -a court of equity, having created in both a new species of estate, may in both cases modify the incidents of that estate.”
And see the great case of Tullett v. Armstrong, 4 Myl. & Cr. 377, in which the subject was fully discussed by Lord Chancellor Cottenham.
The validity of the restraint on alienation in such cases has been recognized in this country in several States, Arkansas, Florida, Georgia, Kentucky, North Carolina, South Carolina, Texas, Virginia, and West Virginia, and in the federal courts. See Hauser v. St. Louis, 170 Fed., 906, 96 C. C. A., 82, 28 L. R. A. (N. S.), 426, and note.
In this State we have perhaps no direct decision on the point, -but the principle is clearly recognized in Pooley v. Webb, 3 Cold. (43 Tenn.), 599; Young v. Young, 7 Cold. (47 Tenn.), 461, 476; Hix v. Goslin, 1 Lea (69 Tenn.), 560; Eckerly v. McGhee, 85 Tenn., 644, 4 S. W., 386; Webster v. Helm, 93 Tenn., 322, 24 S. W., 488; Bank v. James, 95 Tenn., 8, 30 S. W., 1038. And see Robinson v. Queen, 87 Tenn., 445, 11 S. W., 38, 3 L. R. A., 214, 10 Am. St. Rep., 690, where our statute is referred to, which also recognizes the prin
“Neither has the act of 1848, or the act of 1887, nor both of them together, dispensed with the necessity which originally gave rise to this equity. Heretofore a married woman was protected from her own improvidence, as well as the improvidence of her husband, by her disabilities; and, as these disabilites are now to a great extent removed, the necessity is increased, rather than diminished. Her disabilities, her want of power to yield to her husband’s solicitations, or to give way to her own sympathies, have always been supposed to afford her the highest pro*173 tection. Complete protection, as the law now stands, therefore, is found only in a trust for her separate use.”
As said in Hays v. Leonard, supra:
“An act of assembly cannot prevent the wife-from yielding to over-persuasion or coercion. It can declare that her estate shall not be incumbered or conveyed by her husband or seized for his debts, but so long as she has the power to incumber or to convey she may be plied with entreaty, or argument, or’ threats, until her'will is overcome and her property incumbered or lost. To protect her from herself the separate use trust has an important place to fill, and has not been rendered useless by the legislation referred to.”
The remaining questions arise out of the facts now to be stated:
Laura’ Hudgins intermarried with one'Sanders, by whom she had four children, three of whom are still living. After the death of Sanders she intermarried with the defendant P. T. Sitz, who survived her. By this last marriage- she had one child, Turney Sitz, who also survived his mother. James A. Hudgins and his wife, the parents of Laura Hudgins, died prior to the intermarriage of Laura and the said P.’ T. Sitz. On February 28, 1901, Sitz and wife filed their bill in the chancery court of Franklin county against her children by the Sanders marriage for the purpose of having the restraint on alienation in the above-mentioned deed declared void, because repug
The evidence fails to show that Mrs. Sitz was coerced into filing the bill to have the clause against alienation declared void, or into subsequently mortgaging the land to the insurance company, or into thereafter selling the land to defendant Shadow; but it also fails to show that she received the money arising from the loan. The weight of the evidence is to the effect that Sitz himself received the money borrowed from the insurance company. The $2,000 purchase money arising from the sale to Shadow was paid by his check, which was received and indorsed by Mrs. Sitz. The evidence fails to show that the price paid by Shadow was, at the time, a full and fair price for the tract.
The bill in the present case is in substance and legal effect an original bill in the nature of a bill of review. That such a bill may be filed by minors to question matters adjudged against them is well settled. Livingston v. Noe, 1 Lea (69 Tenn.), 63, 64; McCown v. Moores, 12 Lea (80 Tenn.), 635, 637, et seq.
But although the defense of innocent purchaser was made in the answers, yet little evidence seems to have been submitted thereon, except the fact that Shadow had paid $2,000 of the purchase money to Mrs. Sitz; nor is there any error assigned under that defense, the parties appearing to have proceeded in the actual conduct of the case as if the question were a matter of original litigation on the merits of the clause in restraint of alienation. Nor are we prepared to say that they did not act correctly in so doing, since under the deed the children of Mrs. Sitz had no interest, and could have none save as her' heirs at law. The bill, then,, filed by Sitz and wife, was in substance an ex parte proceeding to obtain the opinion of the chancellor as to the validity of the restraining clause. If it had been filed directly for the purpose of obtaining leave of the chancellor to violate that clause, he would have been without jurisdiction
The errors assigned by the defendants are that the court of civil appeals erred (1) in overruling the demurrer to the bill; (2) in holding that the decree in restraint of alienation was valid; (3) in holding that Collins was not entitled to restitution of the purchase money paid by Shadow to Mrs. Sitz for the land in controversy.
The case was-first'before the court of civil appeals on bill and demurrer. That court overruled the demurrer, and remanded the case to the chancellor for answer and- further proceedings. That decree was not questioned in the supreme court by certiorari, and so the case went back for trial. It was then tried in the chancery court, a final decree rendered, an appeal prayed again to the court of civil appeals, a decree by that court, and the cause was then brought to this court. Now, assuming, without deciding, that this court could; under such a state of the record, review the action of the court of civil appeals on the demurrer, we say that the only point relied on in the brief ac
The point contained in the defendants’ second assignment of error, as to the validity of the clause restraining alienation, the commanding question in the case, is disposed of in the outset of this opinion.
The third of defendants’ assignments will now be considered.
The general rule undoubtedly is that a married woman will not be permitted, in a court of equity, to disaffirm a voidable sale made by her, the consideration of which has been paid directly to her, except on condition that she refund the purchase money, or that it be declared a lien upon the property. Bradshaw v. Van Valkenburg, 97 Tenn., 316, 323, 37 S. W., 88; Cox v. Building & Loan Association, 101 Tenn., 490, 48 S. W., 226; Harris v. Smith, 98 Tenn., 286, 39 S. W., 343; Pilcher v. Smith, 2 Head. (39 Tenn.), 208; Aiken v. Suttle, 4 Lea (72 Tenn.), 103. This rule, however, does not apply where the sale has been made in violation of a clause in restraint of alienation, and the reason is that the imposition of such a condition
It may be found useful to refer more particularly to one or two of these English'cases. In Sheriff v. Butler, the facts were that a trustee, holding in trust certain old bank shares under a marriage settlement, accepted an allotment of new shares in the same bank, which afterwards failed. The settlement contained a clause against anticipation. The tíestui que trust, a married woman, urged the trustee to take the new shares, and she herself sent to the bank the form filled up by him. In the suit a call as to the old shares was directed to be paid out of the trust estate, but as to the new shares it was held the trustee could not be indemnified. In Stanley v. Stanley, the case was this: A wife, having property settled to her separate use, with restraint upon anticipation, concurred in a fraudulent mortgage upon the property, concealing the restraint on anticipation. The mortgagee, having discovered the fraud, . obtained from the married woman a warrant of attorney, entered up judgment thereon, and afterwards obtained a charging order on a dividend due to her the very day it became due. It was held that this was a mere device to make her future income a security for
The defendants’ third assignment must, for the reasons stated, be overruled. To. sustain it would be but the approval of a device for the evasion of the restraint on alienation.
Next in order is the complainants’ assignment to the effect that the court of civil appeals erred in refusing to give complainants a recovery for the rents which accrued from the date of the conveyance to Shadow down to the death of Mrs. Sitz, their mother, if the court should be of opinion that an estate by the curtesy survived in Sitz, and, if not, then all rents that accrued from the date when Sitz and wife surrendered possession. If Mrs. Sitz were suing, we are unable to see how, on the principles already stated, a recovery could be denied her; but she is dead, and her administrator is not before the court. Complainants, suing merely as heirs at law, cannot recover rents that became due to the decedent. However, laying out of view the existence of a tenancy by
This brings us to the question whether the court of civil appeals erred in holding that P. T. Sitz was entitled to a tenancy by the curtesy. In this we are of the opinion there was no error. All of the elements of the estate existed — marriage, birth of issue, capable of inheriting, seisin in the wife, and death of the wife. There is no language in the deed cutting off the husband’s marital rights beyond the death of the wife. Such intention must be clearly expressed. Carter v. Dale, 3 Lea (71 Tenn.), 710, 31 Am. Rep., 660; Frazer v. Hightower, 12 Heisk. (59 Tenn.), 94; Bingham v. Weller, 113 Tenn., 70, 81 S. W., 843, 69 L. R. A., 370, 106 Am. St. Rep., 803.
We are referred to Monroe v. Van Meter, 100 Ill., 347, as authority for the proposition that there can be no tenancy by the curtesy when the conveyance is to the feme free from the debts and liabilities of the husband. That case does so hold, but its authority is much impaired by the fact that at the time-curtesy did not exist in Illinois, as shown in the opinion, it having been abolished by statute, and the evidence failing to show that the issue was born before the passage of the act, it also appearing in that case that the wife left a will by which she disposed of the property, and the two grounds mentioned were held to
“To Mrs. Caroline Isabella Weller and her bodily heirs, forever, a certain piece or parcel of land on Market street, in Memphis, Tennessee, to be held by her to her own bodily heirs, free from the debts and liabilities of her husband, Jacob Weller.” Bingham v. Weller, supra.
It was held that the husband had, under this deed, a tenacy by the curtesy; his wife having died after having had issue capable of inheriting.
It is insisted for complainants that the failure to use the word “assigns” in the deed has some bearing on the question. We are unable to see how. The words “heirs and assigns” are customary in deeds, but in this State, under our statute (Shannon’s Code, section 3672), wholly unnecessary. Plowever, it has been held that the use of the word “assigns” indicates an intention to give the grantee the power of sale. Teague v. Sowder, 121 Tenn., 132, 114 S. W., 484; Kendall v. Clapp, 163 Mass., 69, 39 N. E., 773; Goetz v. Ballou, 64 Hun, 490, 19 N. Y. Supp., 433; Johnson v. Morton, 28 Tex. Civ. App., 296, 67 S. W., 790, 791. It was therefore a very appropriate pre
It is insisted that the expression, to “Laura Hudgins and her heirs free from the debts,” etc., imports a purpose to cut off the curtesy. ■ The argument is that the use of the word “heirs” was necessary to carry a fee, under our statute, that every word in a deed must be given some meaning, and that the only meaning that could be imputed would be the cutting off of the curtesy, since the heirs would take no interest under the deed free from the debts of the husband, unless the curtesy should be denied. It is enough to say that in the three cases we have cited (Carter v. Dale, Frazer v. Hightower, and Bingham v. Weller) the same term occurred, and in all of them curtesy was allowed notwithstanding. No importance was attached to the term, as indeed none should have been. Old forms of expression linger in the minds of draftsmen of deeds and other instruments, and importance should not be attached to them, when under the law they do not necessarily show a purpose to qualify estates granted under statutory forms of expression likewise used, where such statutory expressions are themselves sufficient to carry an estate.
Lastly, it is insisted for complainants that, inasmuch as there were four children by the first marriage and only one by the last, the surviving husband, P. T. Sitz, should have a curtesy interest in only an" undivided one-fifth of the land. The argument is that, -inasmuch as the curtesy was conceded to the
The result is that, for the reasons herein stated, the decree of the court of civil appeals is in all things affirmed. '
