101 Neb. 511 | Neb. | 1917
Lead Opinion
Margaret Riley, by her will made February 20, 1906, bequeathed to Mary, one of her four children, “one fourth of all the property, both real and persona], of which I may die possessed;” to Wilberforce, the same; to Alice, the
Although, at the time the will was made, $50 per acre may not have been far from the value of the land, it is now worth about $150 per acre. The controversy, an action to quiet title, is over Emma’s claim of right to the land at $50 per acre, under the-will. The other heirs, defendants, contend that the will shows the primary intent of the testator to be an equal division of her property; that, if she had intended to limit the price of the land, she would have devised it to plaintiff and provided that she pay a certain amount to each of the other children; that, if Emma’s claim is right, then each is not getting one-fourth of the property, in fact, according to the terms of the will, but one-fourth of a fictitious or arbitrary estate; that the figures given in the last paragraph are illustrative of or a formula for distribution only, and were not intended to cut down or limit the estate which she was giving to the other three' children; that the will had two main purposes, one, an equal division, and the other, to give Emma an opportunity to take the home farm; and that the last clause of the will, above quoted, is ambiguous.
We are of opinion that this contention is erroneous. In the first place, it is impossible to say that the primary oh
The argument that, if the testator wished to prefer Emma, she would have devised the land to her, charged with the portions going to the others, is unsound in this: Such was not her will. In such case, Emma must take or the will fails. She wished rather to give Emma the option to take, and expressed her wish in language clear enough. Of course, she had the right to prefer Emma if she wished. The defendants argue that at the time she wrote the will she considered $50 per acre a fair estimate of the land’s value. Let us suppose that is true. Then her will is consistent throughout. But, it may be said, she was mistaken, or did not anticipate a subsequent raise in price. Perhaps so. Prices might have gone down.
Is it still insisted that, if she had known, she would have had it otherwise, in order to accomplish an equal division? Well, if so, we will give you the short answer, advised by Chancellor Kent in such cases: Yoluit seel non dixit. (She wished but said nothing.) Margaret Riley’s case may Shave been, probably was, a very common one. She regarded her children equally, and would so divide her property ; but yet she was attached to the old homestead, which bore the family name, did not wish it divided, or to go into the hands of strangers, and for some reason wished Emma to preserve it for family uses. So she gave Emma that privilege, honestly valued the land at $50 per acre, and in
The courts .unanimously and without disagreement have held according to the rule stated in 40 Cyc. 2000“An option to purchase property of the estate, whether it be at an appraised value or at a price named or agreed upon, may be created by will.” The rule is recognized-in Fauber v. Keim, 85 Neb. 217. Deny the testator that power, and he could not make his real will. He may have the best of reasons. One piece of property — a store or a farm — may be adapted to the use of a particular child. He wishes to hold it intact and to avoid controversy over its value; and, more important still, he may desire to make a preference. His valuation must go in the distribution, and, if on his valuation the distribution is equal, then it is so in law, and there is no fictitious estate or repugnancy in the will. The writer knows of one will where no doubt the testator, dividing his property equally, thought his valuation on the homestead, bequeathed to one, might be from $5,000 to $10,000 too low. It turned out to be $5,000 too high. Testators know that conditions and their valuations will change, but that is their business. It generally happens. We know of no case, however, where the courts have permitted changed valuations to affect the will. The reason is that the intent must be drawn from the clear language of the will. Besults, full of mischief, will follow when courts, not testators, make the will.
Johnson v. Johnson, 81 1/2 Pa. St. 257, was a case very like the one in hand. There the testator, as here, divided his real property equally among his 12 children. He valued it at $6,000, and gave three sons the privilege of taking it at that price. The real estate became worth from $50,000 to $70,000. The court, without dissent, sustained the provisions of the will.
In the case in hand, the codicil to the Avill should remove any doubt about its proper construction. There Mrs. Biley herself interprets the will as if it bequeathed the land to Emma upon certain terms and conditions. The real cause
The judgment of the trial court should be affirmed. Emma having elected to purchase the land at $50 per acre, title should be quieted in her, subject to the amounts due the other children, in accordance with the provisions of the will.
• Affirmed.
Concurrence Opinion
concurring separately.
An option to buy real or personal property at a given price is everywhere recognized as a property right. It is so recognized in the law that pertains to the interpretation of wills. Mrs. Riley in express and coldly specific terms devised to her daughter Emma an option to pur-' chase the home, place at the price of $50 an acre. Her will also provides that Emma’s distributive share in the land, $12.50 an acre, “shall be allowed on the said purchase price of said land.” The language of the codicil, as pointed out in the main opinion, seems to emphasize the specific intent of Mrs. Riley* with respect to the disposition that she wanted to make of her home place. The testatrix might have provided that Emma’s option to purchase should be based on- an agreement as to price, or upon an appraised value of the land at the time the will became effective. But it is sufficient answer that she did not do so. She named the price. The will does not appear to be ambiguous, and
“Where there is no ambiguity on the face of a will, it is not admissible by extrinsic evidence to seek to raise an ambiguity, and thereupon on the strength thereof to limit' or qualify the construction of the language actually used, so as to give effect to some conjectured probable purpose of the testator which he has failed to express. This would be not putting a construction upon the will made by him, but making a new one of quite’ a different purport. * * * Judicial tribunals cannot inquire into a testator’s hopes and expectations as to what his fortune may turn out to be when his will shall take effect, any further than he has seen fit to express them; where he has clearly expressed a wish consistent with the rules of law, they must give it effect;’ they are not at liberty to surmise that his real wishes were something different.”
Nothing can be more clear than the language of Judge Cooley on this point. The rule in the Kinney case must be adhered to, if men and women are to be left free to make their own wills. It is elementary that, where there is an apparent conflict in the language of a will having to do with both general and specific devises, the general devise yields to the specific.' The rule is the same where a will, or even a contract, has to do with a general intent and a particular or specific intent. In such case the specific intent controls. In the present case it is argued by defendants that, if it is held that the will discloses two conflicting intents, namely, an intent to divide all of the property equally among the four children and an intent to give to Emma an option to buy the home place at $50 an acre, the intent for an equal division controls. The question, then, is squarely presented as to which is the controlling intent or paramount purpose that is disclosed by the language of the will. Clearly, if there is such conflict, the intent of the testatrix to give to Emma the option to purchase controls, because the language of the will pertaining thereto
The specific devise is favored by our statute for certain purposes. Section 1318, Rev. St. 1913, provides: “The estate real or personal, given by will to any devisees or legatees, shall be held liable to the payment of the debts, expenses of administration, and family expenses, in proportion to the amount of the several devises or legacies, except that specific devises and legacies, and the persons to whom they shall be made, may be exempted, if it shall ap.pear to the court necessary in order to carry into effect the intention of the testator, if there shall be other sufficient estate.”
Ogilvie v. Ogilvie, 21 Quebec Sup. Ct. 130, holds: “The fact that the estate is much larger at the date of the testator’s death than it was when the will was made is an extraneous circumstance which cannot be taken into account by the court in the interpretation of a will, so as to change its meaning from that fairly (Reducible from the contents of the entire instrument itself.”
Will any one deny the validity of a clause in a will that places a valuation upon property for purposes of distribu
Dissenting Opinion
dissenting.
The office of the court in such case is to determine the meaning of the will; that is, the true intent of the testatrix. The case of Fauber v. Keim, 85 Neb. 217, cited in the majority opinion, also depended upon the intention of the testator, and it was said: “The decision on this point must be controlled by the intention of testator as disclosed by his entire will.” This is the only respect in which that case is similar to the one at bar, and I must suppose, that it was cited for that purpose, as this is the only suggestion in the majority opinion that we should ascertain the controlling desire and intention of the testatrix from the consideration of the entire will. In considering the will for that purpose, we must also consider the conditions under which it was executed and the surrounding circumstances. “Every will should be interpreted, as far as possible, from the standpoint apparently occupied by the testator; and attendant circumstances, such as the condition of.his family and the amount and character of his property, may and ought to be taken into consideration, as part of the res gestee, where the language is not plain nor the meaning obvious.” 1 Schouler, Wills (5th ed.) sec. 466. The case of Johnson v. Johnson, 81 1/2 Pa. St. 257, is also cited; but it appears to be fundamentally different from the case at bar. In that case the testator estimated the value of his real estate and specifically bequeathed that much money to his children, “to share
Of course, where there is no ambiguity on the face of the will, extrinsic evidence is not proper to raise an ambiguity. The question in this case is whether there is an ambiguity on the face of the will; if not an ambiguity, an inconsistency. That depends upon the language of the will and the facts relating to the property which was the subject of the will. If the existing facts relating to the property which Avas the subject of the Avill show an ambiguity or inconsistency in the Avill, it seems to be proper to consider those facts and determine whether or not there is such an ambiguity or inconsistency that both of the supposed wishes of the testator cannot be enforced. If there is, then we must enforce the predominant and controlling-one. The fact that the land has increased in value since
Whether the two provisions of the will under consideration are inconsistent and incapable of enforcement as literally stated in the will is not much discussed in the majority opinion. The second paragraph of the syllabus recites some of the facts quite at length, and determines arbitrarily upon the recited facts that Emma must have the bulk of this property; but that paragraph of the syllabus does not clearly disclose any proposition of law upon which it is so determined, and I do* not clearly understand what the view of the majority is upon the vital proposition of law in this case. The thought that there is an inconsistency in the will was evidently in the mind of the writer of the opinion when he used this language: “She regarded her children equally, and would so divide her property; but yet she was attached to the old homestead, which bore the family name, did not wish it divided, or to go into the hands of. strangers, and for some reason wished Emma to preserve it for family uses.” Here it is assumed that she would have divided' the property equally if she could, and at the same time have the property preserved for family uses; whereas, by the express language of the will, she did divide the property equally, and did give each of the four children one-fourth thereof as it might be at the time of her decease, and only expresses a wish that Emma might take the land at what she supposed at the time of making the will'was its real value. The opinion assumes that the wish to preserve the land for family uses was the principal purpose of making the will, and says: “People make wills to avoid equal division. The law does that without a will.” But there is a legal presumption, when there are no circumstances to indicate the contrary, that the testator desired an equal distribution of his property, and “in case of doubt a construction of the will, as to property, which conforms most clearly to the general statutes of descent and distribution should prevail.” 1 Schouler, Wills (5th ed.) sec. 479. The opinion asks the question, “Why did
It is said in the opinion that “the codicil to the will should remove any doubt about its proper construction.” This is because “Mrs. Riley herself interprets the will as if it bequeathed the land to Emma upon certain terms and conditions.” The codicil provides that the easement of a passageway to the land shall go with the land upon “the same terms and conditions.” The sole purpose of this codicil was to attach the passageway to the land as a part thereof, and the fact that the testatrix took this (probably unnecessary) precaution can be of no assistance in construing the will. This codicil amounts to no more than to say that, if the conditions are such that she gets-the land, she shall have the right of way to the land upon the same terms. There is no evidence in the record indicating any motive or reason for any unequal division of the property. By the majority opinion Emma gets about seven times as much property of the testatrix as does any other of the four children. Í cannot see how this will can be construed to express such1 an intention of the testatrix.
dissenting.
The testatrix was the owner of a certain small amount of personal property at the date of making the will, February 20, 1906, and she also owned a quarter section of land, and a strip of land two rods wide, used as a private road and running to the- farm. There were 160 acres in the quarter section, and two acres in the strip, making a total of 162 acres. She had four children, Mary Millett, Wilberforce ~W. Riley, Alice Dean, and Emma L. Riley
The first clause of the language quoted might seem to show that Emma L. Riley (Watson) was not expected to pay anything on the one-fourth of each acre that she would inherit under the law; that the land was to be treated under'the will as if she had inherited one-fourth of each acre, and was to receive one-fourth of each acre without paying anything for it; and the second clause shows that it was in the mind of the testatrix that it was uncertain what would be the amount of the bequest coming to Emma L. Riley (Watson). The words, “Or if her bequest shall amount to more than the sum of $12.50 per acre,” clearly implied the uncertainty in the mind of the testatrix as to what might be the amount of thé bequest. There could be no uncertainty concerning this matter if the price of the land was to be regarded as fixed at $50 per acre for the entire tract. It would be -50 times 162 or $8,100. The uncertainty was certainly there, or the writer of the will would not have given expression to it. Of course, the writer of the will must be presumed to have expressed the purpose of the testatrix, unless the contrary appears from the language of the will, the'number of the devisees, the property devised, and its entire value. Could this have been the intent, first, that Emma L. Riley (Watson)
It will be noticed that the peculiar clause in the will is not contained in the devising or granting clause. There is nothing in this clause which proposes to give the land to Emma L. Riley (Watson). She merely says in the instrument: “It is my will (my preference) that the said Emma L. Watson shall have the right to take the following described land.” All that she says is that she prefers that Emma L. Watson shall have the right to take the land. But she does not devise the land to Mrs. Watson. The most that she does is to express a willingness to allow her to take the land; but, of course, at the time she executed the will she did not know whether she would take the land or not, and this part of the will is the expression
That part of the will contained in the fifth paragraph below the devising and granting clause is the mere expression of a wish. It is “precatory.” I will say by way of illustration that it is not every condition in a will that is to be carried out; “and if such condition prove illegal or incapable of performance, whether as against good morals, or as impossible under any circumstances, or as rendered impossible in the particular case and under the existing circumstances, the gift, whether of real or personal property, relieved of the condition, becomes absolute in effect.” 1 Scliouler, Wills (5th ed.) sec. 599. See Conrad v. Long 33 Mich. 78; Parker v. Parker, 123 Mass. 584; Shepard v. Shepard, 57 Conn. 24; In re Greenwood, 1 L. E. Ch. Div. 1903 (Eng.) 749. In the same section (sec. 599, supra)" it is said: “A court of equity may, and frequently does, relieve the donee from embarrassing conditions which turn out harsh, impossible, and unconscionable.”
To say, “It is my will that the said Emma L. Watson shall have the right to take the following described land (describing it) for the sum of $50 per acre,” she to be “allowed on the said purchase price of said land the sum of $12.50 per acre,” is to use language described in the books as “precatory.” It was not imperative. It was the mere expression of a wish, a preference. She would like to have it done, but did not make it a part of the devise. Where a testator wrote a codicil to his will which concluded, “I' give my wife the option of adding this codicil to my will or not, as she may think proper or necessary,” the court held that the option was not illegal; but, the wife having dissented, probate of the will was refused. 1 Schouler, Wills (5th ed.) sec. 298. It was said in a note to the section: “The least a court can do in such a case is to promptly decree probate of the will'after the testator’s death, without waiting for any later contingency to be determined, and leave its further operation to a court of construction.” The testatrix did not attempt to make it imperative that Mrs. Watson take the land. ' In the instant case the taking effect of the codicil should be made to depend upon whether
“The cardinal rule of testamentary construction, * * * is that the plain intent of the testator as evinced by the language of his will must prevail, if that intent may be carried into effect without violating some deeper principle of public policy or of statute prohibition.” 1 Schouler, Wills (5th ed.) sec. 466.
“Every will should be interpreted, as far as possible, from the standpoint apparently occupied by the testator and attendant circumstances, such as the condition of his family and the amount and character of his property, may and ought to be taken into consideration, as part of the res gestae, where the language is not plain nor the meaning obvious.” 1 Schouler, Wills (5th ed.) sec. 466. Smith v. Bell, 6 Pet. (U. S.) *68; Blake v. Hawkins, 8 Otto (U. S.) 315; Brown v. Bartlett, 58 N. H. 511; Eidt v. Eidt, 127 N. Y. Supp. 680 (will dictated to an unskilled scrivener just before testator underwent a serious surgical operation) ; Cornet v. Cornet, 248 Mo. 184; Moore’s Estate, 241 Pa. St. 253; Will of Ehlers, 155 Wis. 46.
“The moulding or altering must be in furtherance of the purpose expressed or indicated in the context.” 1 Schouler, Wills (5th ed.) sec. 477. Acton v. Lloyd, 37 N. J. Eq. 5; Merrill v. Webster, 187 Mass. 652.
“If any word or expression has no intelligible meaning, or is absurd, or repugnant to the clear intent shown in the rest of the will, it may be rejected.” 1 Sehouler, Wills (5th ed.) sec. 478. Bartlet v. King, 12 Mass. 537; 1 Jarman, Wills (6th ed.) 480; Needham v. Ide, 5 Pick. (Mass.) 510; Holmes v. Cradock, 3 Ves. Jr. (Eng.) *317; Davis v. Boggs, 20 Ohio St. 550.
“Nor is a clear gift or devise in one part of the will to be cut down or out by indefinite, doubtful, or ambiguous expressions in another part, or upon any conjectures.” 1 ■Sehouler, Wills (5th ed.) sec. 478. 1 Jarman, Wills (6th ed.) 479; Price v. Coles’ Ex’r, 83 Va. 343; Meyer v. Cohen, 111 N. Y. 270; Hochstedler v. Hochstedler, 108 Ind. 506; Bruce v. Bissell, 119 Ind. 525; Robinson v. Finch, 116 Mich. 180; Pitts v. Campbell 173 Ala. 604; In re Randall’s Will, 137 N. Y. Supp. 319; In re Boulevard, 230 Pa. St. 491.
“Against the fundamental maxim that the intention of the testator shall prevail comes, in conflict another primary one, namely, that the heir at law shall not be disinherited by conjecture, but only hy express words or necessary implication. * * * Hence, in case of doubt a construction of the will, as to property, which conforms most clearly to the general statutes of descent and distribution should prevail.” 1 Sehouler, Wills (5th ed.) sec. 479. Pendleton v. Larrabee, 62 Conn. 393; Geery v. Skelding. 62 Conn. 499. The above language clearly suggests an even division of the property.
“Among one’s legitimate and' legitimized offspring, American policy favors the presumption that no one shall be favored above the rest, but all shall share equally in the parent’s bounty, unless, of course, the will in question clearly shows a different intention.” 1 Sehouler, Wills (5th ed.) sec. 481. “So, too, a clause will be read so as to be consistent, if possible, with the testator’s evident in
Because of all the reasons which we have given, it would seem that Mrs. Watson, the plaintiff, should not he allowed ■ to recover. The will was executed in February, 1906. Mrs. Watson brought her action to quiet title in February, 1914. The testatrix died July 9, 1913. It is alleged that the will was admitted to probate on the 6th day of December, 1913. In the time that elapsed between the execution of the will and the decease of the testatrix conditions were much changed. The value of the land was at least three times as great as at the time of the execution of the will. It is not equitable to give this land to Mrs. Watson at the expense of the other heirs.
In Thompson, Wills, sec. 339, it is said: “Where a testator desires his devisee or legatee to benefit some third person out of the estate given, he frequently expresses his desire by words of entreaty, expectation, request, recommendation, hope, wish, desire, and the like, rather than by words of command. Such expressions in wills are termed 'precatory words.’ ” Burnes v. Burnes, 137 Fed. 781; Kauffman v. Gries, 141 Cal. 295; Seymour v. Sanford, 86 Conn. 516; Bryan v. Milby, 6 Del. Ch. 208, 13 L. R. A. 563; Hartman v. Armstrong, 59 Kan. 696; Murphy v. Carlin, 113 Mo. 112, 35 Am. St. Rep. 699; Hunt v. Hunt, 11 Nev. 442. While in the text trusts are referred to, the language used is “precatory,” and means the same thing in its application to wills. In the same section of Thompson, Wills, it is said: “Where a clear discretion and choice to act, or not, is given, equity will not construe a trust from the language employed.” McDuffie v. Montgomery, 128 Fed. 105; Giles v. Anslow, 128 Ill. 187; Fullenwider v. Watson, 113 Ind. 18; Bills v. Bills, 80 Ia. 269, 8 L. R. A. 696, 20 Am. St. Rep. 418; Bowen v. Dean, 110 Mass. 438; Clay v. Wood, 153 N. Y. 134. Of devises and bequests it is said in the same section: “Words of desire, request, recommendation, or confidence in a will, addressed by a testator to a legatee whom he. has the power to command, create no
In conclusion, I desire to say that, if the purpose of the testator is to be interpreted from what she said in the four separate paragraphs of the will containing' devising and granting clauses, then the action of the plaintiff should fail. If the law of descent and distribution of property is to prevail in the construction of the will, then the plaintiff should not be allowed to recover. I know of no legal or equitable reason which permits the plaintiff to obtain a judgment quieting title to the premises.