Warner's Executors v. Swearingen
Warner's Executors v. Swearingen
Opinion of the Court
delivered the Opinion of the Court;.
Elijah Warner, late of Lexington- in this State — owning a large estate in houses and lots in that city, and in slaves, choses in action, and other chattels — published a will, in January, 1828, whereby he gave to his only son, William Warner, twenty two thousand dollars in real estate and slaves, specifically described, and in money to be obtained from his chattels and choses in action-, and to his only daughter, Elmira Warner, thirty three thou
Thomas Van Swearingen, who afterwards intermarried with Elmira Warner, claiming for his wife, as undevised, one moiety of the land and slaves thus acquired by the testator, subsequently to the publication of his will, and the executors resisting the claim, and ixxsisting that all the estate to which the testator was entitled at his death, passed by his will, they submitted an agreed case to the Judge of the Fayette Circuit Court, who decided that the slaves passed by the will, but that the land did not; and that, therefore, Mi’s. Sweax’ingen, as heiress, is entitled to one half of the land and lots purchased by her ancestor after publishing his will.
The executors, not being satisfied with that decree, have brought the case to this Court for revision.
Accoi’ding to the civil law of Rome, which divided all property into moveable and immoveable, a general testamentary disposition of a testatox’’s estate had the same constructive effect as to each class, and embraced all the pi'operty, immoveable as well as moveable, to which he was entitled at the time of his death; first — because he had the same right to dispose of his prospective acquisitions of each class of property; and secoxxdly — because a last will was considered as a designatioxx of an heir to succeed the testator, and, therefore, a genei’al heresfactus created by testament, was, to the extent of his testamentary right, deemed as much an heir as a heres natus, and of course, like the latter, was, by a general devise, total or residuary, entitled to property owned by the -testator at his death, although it may have been acquired after the date of his will.
As to personal property and testamentary dispositions of it, the common law adopted, to a very great extent,
But the same doctrine is not applicable in England, and does not necessarily apply here to land, or immoveable property.
The well established doctrine in England, is that, as ^anc^ or °ther real or immoveable estate, a testato1* speaks at the date of his will, and not at the time of his death;.and it is there undeniably settled that, even an express devise of all land which a testator may acquire ter tbe publication of his will, and own at his death, will be void; because, according to the British law, there is no such testamentary power over after-acquired real estate. Although it -is believed that the Anglo-Saxon ^aws permitted testamentary alienations of real as aS Persona,l estate, yet there can be no doubt that, since the introduction of the feudal system after the Norman conquest, no such power existed as to real . , . JL -vTTTT estate, prior to the statute of H. Vill. — excepting m a few privileged rdaces, where the more ancient local customs had never been abolished or supplanted by the new P°bcy of feudal tenure, and excepting also, certain beneficial interests which were devisable after the introduction of uses in England. ■ The statute of H. VIII. which gave a testamentary power over the legal title to kinds throughout all England, authorized all persons having such titles to lands held in free and common socage, to dispose of all such lands by last will, and all persons having such titles to lands held in chivalry, to ° , . . , „ , , V dispose of two thirds thereof by will, executed m a Presci'ibed mode. And when, in the reign of Ch. II., tenures in chivalry were abolished and converted into ^ose of common socage, the testamentary power resulted as to the whole of all lands of which a testator was seized ai the date 'of his will. But the statute of wills of H. VIII. applying only to, such land as a testator
But a statute of Virginia, (of 1787,) adopted in this State, has so far enlarged the testamentary power as to authorize a testator to devise land which he may happen to own at the time of his death, and to which he had no title at the time of making his will. And from this fact, the counsel for the appellants argue that, now, here, there is no reason for any difference in the constructive effect and application of a general devise of the testator’s land or estate, and those of a similar bequest of his personalty.
But in this deduction, they are opposed by the adjudged cases, and also, as we are inclined to think, by reason and analogy.
In Allen vs. Harrison and others (3 Call’s Rep. 264,) the Judges of the Court of Appeals of Virginia decided, unanimously and seriatim, that, notwithstanding the Virginia statute of 1787, to which we have just alluded, a will should not, as to land, be considered as speaking at any other time than that of its publication — unless the contrary shall have been expressly declared by the will itself, or should, according to a proper interpretation of its language and provisions, be inferred to have been his actual intention; and that no such inference will be authorized by the simple fact that, by his will, he makes a general disposition of his land or of his estate, which, in the judgment of that Court, should — as to land, respecting which his actual intention at the date of his will should alone prevail — be restricted to that which he then owned, and not extended to whatever he might, in years afterwards, happen to acquire. The same doctrine, frequently reiterated by the same Court, has been also recognized by the Supreme Court of the United States, in the case of Smith and others vs. Edrington, 8 Cranch, 66, and 3 Cond. Rep. 35.
The doctrine that a general bequest of personalty shall speak at the testator’s death, was established for the reasons we have already suggested, and not because such was presumed to have been, in fact, his' intention, Masters vs. Masters, (1 Pr. Wms. 424;) Wind vs. Jekyl and Albone, (Ib. 475.) According to the Roman law, a testamentary disposition of property, whether it was a legaturn or a fidei-commissum, was considered as the institution of an heir, (Cowp. 90; Roberts on Frauds, 296;) and consequently, the person so appointed the testator’s successor, by a general disposition of his estate, was entitled to all he left at his death. But it has ever been the doctrine in England, that a devise of a freehold interest in land, is a mode of “conveyance by way of appointment;” and therefore, prior to, aná independently of, the statute of H. VIII., a testator — having a testamentary power over an use, or, according to a local custom, over a legal title to land in fee — could not, by his will, pass any interest in land acquired by himself after the publication of his will. Duppa vs. Mayo, 1 Saunders' Rep. 277, n. 4; Dyer, 143; Arthur vs. Bockenham, 11 Mod. 158-9; Jackson vs. Potter, 11 Johnson, 312; Cowp. (supra,) and Ram on Wills, 4.
And to show that, had a testator possessed a legal right in England, as here, to devise land to which he might
: Such an intention will not be presumed, but must be disclosed by the actual import of the provisions, els made in the will.
The only remaining question is, whether Warner’s will manifests an intention to dispose of all the property he should happen to own, of every kind, whenever he should happen to die, however remote tftat period might have been from the date of his will.
It is sufficiently evident that the testator expressly disposed of all the estate he owned at the time of publishing his will; and we infer that he devised, specifically, all the real estate he then owned; but he did not manifest an intention to devise after-acquired land, unless such an intention should be deduced from the following provisions: — “I further will and direct, that the 41 residue of my estate, if there should be any surplus re- “ maining after paying the above mentioned legacies, be “ divided among the above named persons, in proportion “ to the sums allotted to each above.
44 t{ 44 “1 further will and provide that, in case my estate does not extend to all the legatees first above named, then each are to have a share thereof in the same proportion to each already named.”
But those declarations, when properly considered, either alone or in' connexion with other and antecedent provisions, do not, in our opinion, evince any reference to land subsequently acquired.
The residuary clause cannot be deemed as referring to after-acquired land, unless it imply á charge on such land for payment of legacies. But,' if it imply a charge on any .land, that charge, like any other provision, must be restricted to such land as the testator owned when he published his Will, unless a more comprehensive intention be indicated by the whole tenor of the residuary clause, or that of some other clause; for it is, we think, well settled by adjudged cases, that a general charge on land, or on the testator’s estate, nothing else appearing, should not be constructively extended to land which he did not own at the date of his will; and any other doctrine would be inconsistent with the rule that a general devise of land or of estate does not, per se, include land acquired after publication. Nor, for the same reason, is there any other provision which should be construed as importing a charge on after-acquired land for payment of debts or legacies. Most of the legacies were, according to the provisions of the will, to be paid out of the personal estate; as to some others, no express provision was made as to the means of payment, excepting that they were to be paid “out of (the testator’s) estate.” And if this should be understood as referring, to land, which the whole tenor of the will inclines us to doubt, nevertheless, it does not embrace land not owned by the testator when he published his will. And he made no provision for debts, because he declared that he owed' none. , _
The other provision which we quoted from the will, cannot receive a more enlarged interpretation or effect than that which we have given to the residuary clause.
But if the true construction of the provisions which we have been considering, should be deemed doubtful, that which we have just given to them is fortified, if not made conclusive, by at least two considerations; first— in the preamble of his will the testator announced his intention to dispose of the estate he then owned, by de
We cannot, therefore, feel authorized to decide that the will manifests an intention to dispose of real estate acquired by the testator after publication. „
Wherefore — the opinion of this Court concurring with that of the Circuit Court — the decree must be affirmed.
Reference
- Full Case Name
- Warner's Executors against Swearingen and Wife
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