57 Ky. 329 | Ky. Ct. App. | 1857
delivered the opinion of the court.
The last will and testament of General James Taylor contains the following devise of land owned by him in Kenton county in this state:
“I direct 1,200 acres of my Bank Lick tract (ex- ‘ cept the part hereinafter devised to my daughter ‘ Jane,) be divided into four tracts or parcels, all of ‘ which shall be of equal value, as near as may be ‘ possible; and I give and bequeath unto each one of ‘ my said children one lot or tract. The tracts or lots ‘ which I give to my daughters they are to have, hold, ‘ and enjoy the rents and profits of the same for their ‘ separate and sole use during their natural lives, * and at their deaths the title to the same is to vest in their ‘ heirs in fee forever. The lot or tract which shall fall, * or be allotted to my son James, out of the said ‘ Bank Lick tract, I hereby give to him and his heirs ‘ forever:”
The testator directed the balance of the land he owned in Kenton county to be sold and disposed of, if his heirs should desire it, but if they should not wish it to be sold, it was to be equally divided among them. He had three daughters, and one son; and after his death the land referred to was divided between them, they having preferred a division to a sale of it.
At the death of the testator, Mrs. Williamson, one of his daughters, had nine living children—two of whom have since died, under the age of twenty-one, and without issue; and two-ninths of the land allot-ed to their mother in that division is claimed by their father, George T. Williamson, as their heir at law, and also by virtue of a conveyance to him of the life estate therein of his wife deeded to him by Alexander F. Willis, to whom it had been previously conveyed by his wife and himself in the year 1855.
The circuit court decided that the plaintiffs were entitled to partition; that their father was entitled to two undivided ninths of the land, and directed their respective shares to be allotted to them. From that judgment the infant defendants have appealed.
The principal questions the case relate to the nature and character of the éstate devised to the testator’s grandchildren, and the power of the devisee for life to execute the deeds relied upon by the parties.
On the part of the appellants it is contended, as it regards the first question, that the devise in remainder being to the heirs of the devisee for life, and the vesting of the title being restricted by the express words of the devise to the time when the life estate should terminate, the remainder is contingent and not vested, and consequently nothing passed by descent to the father upon the death of the two children of Mrs. Williamson.
On the other side, it is contended, that the persons referred to by the testator, as the heirs of his daughters, are manifestley their children, who are the persons entitled in remainder, and that as they were capable of taking, at the time of the testator’s death, the estate in remainder vested in such of them as were then living, and in after-born children as they came in esse. It is also contended that if the word “heirs,” as employed in the will, is to be understood according to its technical meaning, still, under the settled principles of the law, the reminders were vested and not contingent.
The word “heir,” in its strict technical sense, denotes the person on whom, at the ancestor’s decease,
Under the .operation of the rule in Shelly’s case, limitations to the heirs of a person who took a preceding estate of freehold were exceptions to the class of contingent remainders within which they appeared literally to fall; not however because the remainder yested in the heirs, but because, in such cases, the remainder to the heirs was immediately executed in the ancestor. Therefore, under this celebrated rule, the principle was established that a remainder to the heirs of a person who took a preceding estate of freehold, never was contingent on account of any
There is another class of cases in which the ancestor being recognized by the will as ■living, and «other indications appearing going to dhow that the
The signification of the word heir, in all cases, is a question of intention. The word has, as we have seen, a legal and a popular meaning. When used alone by a testator, without any other expressions going to show that it was not used in its legal sense, it must be understood as having been so used by him; for the rational presumption is, that he understood the legal meaning of the words he has used. But if he use other expressions which clearly indicate what his intention was, and show that he did not mean what the word imports, in its legal acceptation, that intention must prevail, notwithstanding he has used the same word in other parts of the will.
It may be here remarked, that where the rule'in Shelly’s case is regarded as law, and has its legitimate operation, it is more important to determine the exact import of the word heir, in the sense in which it was used by the testator, than it is here, where the rule is not recognized; and where an estate for life may be devised to the ancestor, and the remainder to his heirs, who will take under the will as purchasers, whether they take as heirs according to the technical sense of the term, or as children or heirs apparent, according to its popular signification. Under the operation of the rule in Shelly’s case, the intention of the testator was frequently defeated, and it became necessary, in order to effectuate such intention, when it was manifestly indicated, to construe the word heirs to mean children, or heirs apparent. ■ But no such necessity exists here, for whether the term be understood in its legal sense, or according to its popular meaning, the same persons will take the estate in remainder
In the devise under consideration, if the term heirs is to be understood in its technical sense, then all the descendants of the testator’s daughter, who are living at the time of her death, whether they be her children, or her grandchildren, whose parents are dead, will come within the character and description of her heirs, and be entitled, in remainder, to the whole of the estate devised to her for life. If, however, it is to be understood in its popular sense, as referring to the children of the daughter, or her heirs apparent, and the remainder vested in them, then, as two of them have died without issue, their interest in' the estate in remainder, under our statute of descents, has vested in their father, to the exclusion of their brothers and sisters; and if, according to the provisions of the will, it did not vest in them, then if they had left issue, which had lived until the termination oí the life estate, such issue not being embraced by the terms of the devise, as thus understood, would have been excluded from any participation in it.
The whole of the will must therefore be examined, in order that the intention of the testator, which is the governing pi’inciple in the construction of such instruments, may be ascertained, as well as the sense in which he used the word in question, and also the time fixed by him, if any, at which the estate in remainder was to vest.
The following parts of the will have been relied on, as tending most directly to elucidate the questions that arise between the parties in this controversy:
In the second section certain property is devised to the testator’s three daughters, for their sole and exclusive use, “and at-their deaths the title to said property is to vest in their heirs in fee forever.”
Precisely the same language is used in sec. 8, in which the testator disposed of his Mercer tract of land, on the Ohio river. Also in sec. 10, in which he disposed of a farm in Union county. And in sections 11, 12,13, 15, 23, 27, and 28, in each one of which he devised a life estate in other property to his daughters or some one of them, he used the same language in substance, viz: that at the death of the mother the title to the property in which she had a life estate, was to vest in her heirs in fee forever. In three other sections the language is modified, and the property devised to the mother for life is directed, at her death, “to go to her heirs in fee forever.”
2d. On the other side, the 29th section is relied upon as explanatory of the sense in which the word heirs was used by the testator, and as tending to show, that the vesting mentioned in the foregoing sections had reference to the possession only, with which the devisees in remainder were to be invested at the time designated, and not to the interest devised. Sec. 29, is as follows: “When any of my grand-sons become ‘ of age, and when any one of my grand daughters ‘ shall marry, my daughters may divide and set off to ‘ their said son or daughters one-half of the estate or ‘ property that said grand child would be entitled to ‘ at the death of their mother; and the said property,
The following extracts from the will have also been referred to, among others, to show that the testator used the words heirs and children as synonymous:
Sec. 2, (of 2d codicil.) “If, however, it shall be ‘found that the foregoing plan of leasing said ground ‘ will not be advantageous and profitable to my heirs, ‘ then I empower, &c.”
And in the same section, it is said: “I hereby ‘ also direct that my daughter, Keturah Harris, is not ‘ to account to my other heirs for the 125 feet of ground ‘ given, &c.”
Sec. 35. In this section the testator gave five acres of land to a negro named Mingo, during his natural life, and directed that at his death the same was to vest in his, the testator’s, heirs. And in the same section, speaking of the devise to Mingo, he said. “At his death he is to do as he likes with the per- ‘ sonal property; the land reverts to my children.”
Sec. 16, (which relates to the ferries.) “My chil- ‘ dren are to have the rents and profits of said fer- ‘ ries during their natural lives, for their separate, ‘ sole, and exclusive use and benefit, and at their
The law favors that construction- of a devise which will cause the interest to vest, and not to be contingent. It has therefore been held, that the adverbs of time, “when, &c.,” “then, &c.,” do notmake any thing necessary to precede the vesting of the remainder in real estate, but only express the time when the remainder shall take effect in possession, and not when it shall become vested. (Stanley vs. Stanley, 16 Vesey, 491; Perrin vs. Lyon, &c. 9, East. 170; Edwards vs. Symons, 6 Taunt. 213; Baraston’s case, 3 Rep. 19.)
The same principle is recognized by Fearne in his work on Contingent Remainders, {page 240,) where he says: “It sometimes happens that a remainder is 4 limited in words which seem to import a contingen4 cy, though in fact they mean no more than would 4 have been implied without them, or do not amount 4 to a condition precedent, but only denote the 4 time when the remainder is to vest in possession.”
The decision of the cases of Moore vs. Lyons, 25 Wend. 119; Teaton vs. Roberts, 8 Foster’s N. H. 459, as well as the above mentioned cases, and others to which we have been referred, was governed by the rule of construction, which interprets words that seemingly import a contingency, and the creation of a future interest as referring merely to the futurity of the possession, and not as designed to postpone the vesting. But in all these cases the words so interpreted, although seemingly creative of a future interest, were so used as not to have a certain and precise meaning, and were therefore interpreted in connection with the context and the subject of the devise, so as to favor the vesting of the estate devised.
The favor shown to vested interests is not however to be so pressed as to defeat the intent of the testator. (Richardson vs. Wheatland, 7 Metcalf, 171.)
This rule of construction is, therefore, excluded by an express declaration in a will, that the ulterior devisee shall take a vested interest at the period referred to, as such a declaration obviously carries with it an implied negation of an earlier period of vesting. ( 1 Jarman on Wills, 742, and the case of Glanvill vs. Glanvill, referred to by him.)
Now the peculiar terms in which the remainder in question, and many of the others are created, show clearly that the testator intended so to limit the remainders given after the life estate to his daughters, that they should not vest until their deaths respectively. The language he uses is clear and explicit: “And at their deaths the title to the same is to vest in their heirs in fee forever;” that is, at the death of his daughters the title to the same property which he devised to them, was to vest in their heirs. There is
It is certainly incumbent on those who contend that the language of the testator is not to be understood according to its natural and literal meaning, to exhibit some solid and satisfactory reasons, drawn from the subject matter of the devise, or its purposes and objects, the context, or from other provisions of the will, showing that the words employed in this clause are not to be understood in their clear, plain, and literal signification.
The only reason urged why it should not be so understood is, that the word vest is used by the testator in some of the clauses in his will, where it is uncertain whether it refers to the title or to the possession of the property devised, and as in such cases it will according to the well established rules of construction, be regarded as only expressing the time when the remainder shall take effect in possession, and not when it shall become vested, it should also be regarded as having been invariably used by the testator in the same sense.
But, as in the clause under consideration he has not left his meaning uncertain, but has expressly declared that the title shall not vest in the devisees in remainder until the expiration of the life estate, it is impossible, according to any reasonable rule of construction, so to restrict the meaning of the language used as to make it apply to the possession and not to the title of the property devised, especially as the testator has used precisely the same form of expres
To show that the testator intended the estate in remainder to vest during the continuance of the life estate, that part of the 29th section of the will has been relied upon which provides, that when any of his grand sons became of age, and when any one of his grand daughters should marry, his daughters might divide and set off to their said son or daughter one-half of the estate or property that said grand child would be entitled to at the death of their mother; and the said property, so set off and apportioned to such child, should vest in said child, and not be subject to division when the mother died.
This provision proves most clearly the persons to whom the property devised to the daughters for life was to go after their death, but it does not prove when the title to the estate in remainder was to vest. Nor is it apparent, as contended, that the testatorhas in this section used the word “vest’ as merely relating to the possession of the land—not the vesting of the title. For, as according to the previous provisions of his will, the estate in remainder was not to vest until the termination of the life estate, the rational construction of this clause of the will is, that the title, as well as the possession of that part of the property thus laid off should vest during the lifetime of the mother. The argument by which • it is attempted to prove that the word vest, as used in this clause in the will relates exclusively to the possession, is that the child only derives the possession from the mother, and the vesting alluded to can therefore refer only to that which is conferred by her act; and from this position it is assumed that the title to
There is nothing, therefore, in the 29th section of the will, which even tends to prove that the testator, when he declared that at the death of his daughters the title to the property which was devised to them for life should vest in their heirs in fee forever, did not mean what he said, or that he intended the title to vest, not at the time specified, but immediately upon his own death. Indeed, the rational deduction from the provisions of this section is, that he had expressed his meaning fully, and understanding that no right or title to the property would vest in the persons entitled in remainder, until the termination of the life estate, he made a conditional provision for them, which was to have effect in the meantime, and which was rendered more necessary on account of the contingent character of the estate in remainder which was devised to them.
In the 20th, 21 si, and 23rd sections of the will, the testator’s daughters were authorized and empowered to exchange lands with each other, or with their brother, James Taylor; also, with the advice of the executor, to exchange the lands in Ohio, and some land in Kentucky, which was specifically designated,
Considering, therefore, the language used by the testator, the subject matter of the devise, the context, and his purposes and obj ect as evinced by the other provisions of his will, we think there is not only an entire absence of any indication that he did not use the words referred to in their plain and literal signification, but on the contrary there is intrinsic and satisfactory evidence that he did so use them. Consequently the interest in remainder in the devise under consideration is contingent, and will not vest until the termination of the particular estate.
As already remarked, there can be no doubt that the testator regarded the children of his daughters as their heirs, and there can be as little doubt that he regarded the children of any such of their children
But it is said that this court has decided in the case of Ward, &c. vs Tibbatts, 10 B. Monroe, 473, that the word heirs in this will means children, and that the children of the daughters had a vested inte
Our next inquiry will be directed to the legal effect and validity of the deeds which were executed by Mrs. Williamson and her husband.
The Revised Statutes, (page 395,) provides, that estates for the separate use of a married woman, created before their adoption, shall not be sold or encumbered but by order of a court of equity, and only for the purpose of exchange and reinvestment, for the same use as that of the original conveyance or devise.
It is contended, that under this provision of the Revised Statutes, these deeds are wholly invalid and inoperative. On the other side it is argued, that the devise to Mrs. Williamson not only invests her with a separate estate in the rents and profits of the land during her life, but also with the absolute title thereto during the same time, and that therefore the estate devised to her is not embraced by the statutory provisions referred to, and if it be, that the legislasure had no power to deprive her of the right to convey and dispose of it at her own discretion.
The language of the devise is, “I give and be-1 queath unto each one of my said children one lot ‘ or tract. The tracts or lots, which I give to my ‘ daughters they are to have hold, and enjoy the rents * and profits of the same for their separate and sole use ‘ during their natural lives.” The manner in which the testator’s daughters are to hold and enjoy the land devised is clearly defined, and there is no foundation whatever for the distinction attempted to be drawn between the land itself and it issues and profits. There is but one estate created by the devise and that is in the land for the sole and separate use of the devisees during their natural lives. The appropriation of the issues and profits is in substance and effect an appropriation of >the land itself The
In the case of Hopson vs Burks, &c., (:manuscript opinion,) decided at the last term of this court; it was held that a married woman had no power, since the Revised Statutes took effect, to convey her separate estate except in the manner therein prescribed. In that case, it is true, the power of the legislature to prescribe the manner in which married women might dispose of the separate estate which belonged to them was assumed to exist, and not being doubted or questioned was not considered nor expressly decided.
The mode of the translation of property from one individual to another is a matter of legislative regulation. The title to personal property now passes under a verbal contract. Could not the legislature provide that it should not pass except by a written conveyance? Such a law could not be made to operate upon past sales and transfers, for then it would affect vested rights; but certainly it would be no objection to its validity, that the persons who owned such property at the time of its passage were deprived of the right of transferring it by a verbal contract.
Married women can now convey their real estate, in conjunction with their husbands, by the acknowledgment of a deed before the clerk of the county court. Suppose the legislature should pass an act requiring such deeds to be acknowledged in open court, to make them valid, would such an act be an infringement of any right, or could the power of the legislature to pass it be questioned?
Before the adoption of the Revised Statutes Mrs. Williamson, although a married woman, had the power to alienate and convey her separate estate, at least such a conveyance was to some extent sustained in a court of equity. It was a power however which was frequently inconsistent with the nature
Now this provision in the Revised Statutes was enacted not only to protect the rights of married women, by securing their separate estates against their own improvidence, as well as all improper influences which might be attempted to be exercised over them, but also more effectually to secure the attainment of the object of the donor in their creation. Instead of depriving married women of any of their rights in their separate estate, it tends to secure them in the possession and enjoyment of them. The power to \iolate the instrument creating her estate, and to make a disposition of the property embraced by it inconsistent with and calculated to defeat the evident intention of the donor in making her the object of his bounty, cannot be regarded as such a vested right in a married woman as to place it beyond legislative control or regulation. Indeed, the existence of such a power was only recognized in a court of equity, and the propriety of permitting its exercise, unless it was expressly conferred by the instrument which created the estate, has been frequently questioned by the most enlightened chancellors.
Married women can still sell and convey their separate estate, but it must be done under the superintendence of a court of equity, and the proceeds must be reinvested for the same use as that contained.in the conveyance or devise by which the estate was originally created. The mode in which the sale and conveyance are to be made is varied, but the charge is entirely consistent with the nature of the estate, and its operation is evidently advantageous to the owners of such property, by securing them in the continued enjoyment of it. As the proceeds, if a sale be made, are required to be reinvested for the separate use of the .wife, she is thereby guarded against that influence to which her condition naturally subjects her, and which it is almost impossible for
By an act of the legislature, passed in 1856, {vol. 1, ses. acts 1855-6, page 58,) it was enacted that these provisions of the Revised Statutes should not apply to conveyances made before their passage, in which powers of sale and exchange were expressly given, but such powers might be executed according to the intention of the instrument.
There can be no doubt, therefore, of the right of Mrs. Williamson to exercise the power conferred upon her by the 29th sec., or any other part of the will according to the intention of the testator. The deed however which was made by her and her husband to two of her children was not made in pursuance of, or in conformity with, the provisions of the will, and was consequently unauthorized and invalid. It purported to convey to each of the children the life estate of their mother in their part of the Bank Lick tract of land, and was made upon the assumption that she had a right to convey and dispose of her life estate as she deemed proper, without any regard to the provisions of the will, It was not made for the purpose of executing the power conferred upon her by the 29th section of the will, nor did it operate to vest the children with such an interest in the property embraced by it as they are entitled to under that section.
Inasmuch, therefore, as their mother’s deed conferred no right on the plaintiffs, and their interest in
And as the deed to George T. Williamson did not invest him with any title, and he did not acquire any by the death of his two children, they not having a vested interest in the land, he had no right to partition, and the judgment in his favor, as well as that which was rendered for the plaintiffs, is erroneous.
Wherefore, the judgment is reversed, and cause remanded, with directions to dismiss the plaintiffs petition and to render a judgment against the claim asserted by the defendant, George T. Williamson.