Palmer v. Matthews
Palmer v. Matthews
Opinion of the Court
By the Court
delivering the opinion.
This wras a bill, called by Mr. Story a bill for conformity, filed by Charles Matthews, executor of the will of James Matthews, deceased, asking the Court for instruction and direction ■in its execution. The doubt of the executor arises upon the construction to be given to the fifth, sixth and seventh items of the will. The fifth gives and bequeaths to Charles Matthew's in special trust and confidence for his daughter, Julia Elizabeth, ■then unmarried, a tract of land and five negroes, three horses,
This will presents many difficulties in ascertaining the intention of the testator, particularly with reference to the interest that Julia E. Matthews, as to whose interest only instruction and direction are asked by the bill. 1st. Did the testator intend that his daughter, Julia E., should take a separate estate in the whole of the devise and legacies in her favor or only a portion and what portion? 2d. Did he intend to create in her an absolute or fee simple, or only a life estate as to the whole, or only a part, and has he used words to effect this latter intention? The fifth item is a specific legacy to the trustee, of land, negroes and other property for his daughter, without any qualification or restriction whatever as to its enjoyment or use. The sixth disposes of the residuum to his daughters in tmst, intending no doubt, to the trustee, for the daughters to them and their children, share and share alike. In the event of the death of either, the children to represent the mother. The interest or estate taken by the daughter, Julia, under this clause, whatever it might be (and I will examine that under the second inquiry) is like that contained in the fifth, unqualified and unrestricted as to its use and enjoyment. The seventh separates the notes and ready money on hand at the death of testator from the residuum,
2d. As to the extent of the interest taken by the daughter, Julia E., under the will. We think that she took an absolute estate in the specific legacy given to her by the fifth item, and in the portion distributable to her under the seventh item, out of the ready money and notes; there is no qualification or limitation upon these interests either in those items or elsewhere in the will. The great difficulty is as to what she took by the sixth item.
It is claimed that the gift to Julia E. and the other daughters, to them and their children, share and share alike, made the gift as to Julia E., she being then unmarried, and having no children, an estate tail, and was converted by our statute into an absolute estate in hex’, or in other words, that it fell within the rule in Wiley’s case, 3Kt., 551. We cannotagree with counsel. Wiley’s case was a gift to one of his children or issue, he having no issue at the time to take, jointly with the pai’ent. Here, although the gift is to the daughters, to them and their children, the expression is qualified and explained by the clause following, which is: “In the event of the death of either’,” clearly, of either of the daughters, “ the children,” that is, “ the children of his daughter to represent the mother.” The testator in this puts the contingency upon the happening of which the children were to take not as immediate legatees but as representatives of their mother. Wiley’s ease had no such qualification or limitation.
The testator thus discloses an intention, that if the children take at all they must take after and not with the mother.
3d. The difficulty here is, to get at the intention of the testator in the use of the woi’ds “In the event of the death of either” of his daughters. It was certain that they would die at some time, and the testator must have had that fact in his mind. It is not probable that he made use of the expression to denote a dying at any time, and that whenever that event should happen, their children should take their respective shares, for if that had been his intention he could and would most probably have
Upon the authority of these cases, it seems clear to us that the period to which testator referred at which the death of his daughter must happen in order for their children to take, was his own death; if they survived him it was his intention that they should take absolutely. We are strengthened in this view of the legacies in favor of the daughter, Julia, by the fact that at that time she had no children, and in the appointment of trustees to take charge of the legacies created by this clause of the will. He appoints a trustee for Mrs. Cheatham and children and in the case of Julia E., the trustee is appointed for her only. It is proper to remark that Courts put this construction upon these words or words of similar import only ex necessitate rei, from the absence of any other period to which the words can be referred. If there be any other words, circumstances have been held sufficient. In this ease there is nothing we can lay hold of that we think sufficient. At first we were inclined to hold that as there were other legacies to this legatee that did not contain these words, that the testator did not intend by them a dying in his lifetime; but on a more careful consideration we concluded that the legacy in the fifth item was intended either as an exhibition of greater affection for this his unmarried daughter, or perhaps because he had already given to his other daughters marriage portions, and he intended thus to equalize her share with the other daughters. The legacy of the seventh item was introduced simply to let the wife into participation in the division of the ready money and notes. Neither was intended to qualify or explain his intention as expressed in the sixth clause • as to other legacies. Besides, the estate given to Julia E., (and it must not be forgotten that it is this distribution in her favor only that we are considering) in all of the three items, is precisely of the same character as to possession, use, enjoyment and
The case of Douglas vs. Chalmer, 2 Vesey, Jr., 501, seems to be somewhat in conflict with the general principles of the cases already referred to. In that case the testatrix bequeathed her residuary personal estate to her daughter, Lady Francis Douglas, and in ease of her death to the use and behoof of her (Lady D’s) children, share and share alike. Subsequently, by a codicil, testatrix gave to her daughter her most valuable diamond ring as a circumstance denoting a different intention of testatrix. But there were other circumstances which the Chancellor laid hold of to take the case out of the rule; there was that of her marriage against her will, the wishes and anxiety of the testatrix that her daughter’s husband should take no bounty by her will, and this intention would be defeated if the words in the bequest, in ease of her death, were construed to denote a dyiDg in the lifetime of testatrix. Another circumstance which pressed hard upon the Chancellor, was the fact that the children of the daughter were intended by the testatrix as participant-sin her bounty. He says, also, that the codicil is extremely strong in expressing the very contingency upon which the limitation over to the children of Lady Douglas is supposed by the plaintiffs to depend, “and that is this: testatrix, by her will, gave her wearing apparel, linen and lace to M., her house-keeper, or if she be dead before me,” then over, etc. There was still another circumstance to which great weight was given and that was that the children of Lady Francis were the younger children of Lord Douglas. The Chancellor says, it is impossible that this circumstance should not have a bias on his mind and no doubt it did. Take the whole case and we cannot think that it can be relied on as a safe precedent to authorize a different construction of the will than the one we have given. The circumstance of the gift of the ring, although frequently referred to in other cases, I cannot find one in which it has been held to be a controlling one : Webster vs. Hale, 8 Vesey, 411. In Billings vs. Sandhom, 2 Ves., 506, the testator being at Gibraltar, bequeathed to his sister, A., (in England) £1,000, and in case of her demise, he gave to B. £800, and to C. £200, and he bequeathed unto A, whatever goods, chat
Let the judgment be “reversed on the ground that the Court erred in ruling that the bequests in testator’s will in favor of his daughter, Julia E., created a trust estate in her for life, and an executory trust for the benefit of any children she'might have, and that she being now dead the trustee holds the whole property thus devised for the use of Julia Palmer’s children, it being the opinion of this Court that upon the death of the testator the said Julia E., him surviving, took under the will an absolute estate in the property devised and bequeathed to her by testator.”
Reference
- Full Case Name
- William R. Palmer, in error v. Charles Matthews, etc., in error
- Status
- Published