Zimmerman v. Hafer
Zimmerman v. Hafer
Opinion of the Court
delivered the opinion of the Court.
On the twenty-second day of February, eighteen hundred and ninety-two, John Bitner made, executed and duly acknowledged a deed of gift conveying to James Monroe Zimmerman a valuable farm lying in Washington County ; and afterwards, on the same day, he executed and published his last will and testament, whose exact words and provisions, in so far as they relate to the pending controversy, will be set forth in full later on. Five days after the execution of these two instruments Bitner died. Shortly thereafter the deed was placed on record, and then the sister and other heirs at law of the decedent filed a bill in equity against the donee Zimmerman, alleging that the deed had been procured by undue influence, and praying that it be cancelled, set aside and annulled. Upon final hearing a decree was passed vacating the deed, and upon appeal to this Court that decree was affirmed on the fourteenth day of March, 1894. Zimmerman v. Bitner et al., 79 Md. 115. On the thirteenth of the following June, Zimmerman filed a bill on the equity side of the Circuit Court for Washington County, alleging that since the death of John Bitner, he, Zimmerman, had been in possession of the farm above referred to, claiming title thereto under the provisions of John Bitner’s will; and further charging, that the heirs at law of the testator dispute the validity of that will, and threaten to oppose the plaintiff’s title to the farm thereunder. The relief prayed was that the will might be construed; that the plaintiff’s title to the land might be declared to be an absolute fee-simple title under the will, and that the defendants might be restrained by injunction from, asserting
The material parts of the will are in these words: “Whereas, I have this day made and executed a deed con-veying to J. Monroe Zimmerman the farm whereon I now reside, I do hereby give and bequeath unto him, the said James Monroe Zimmerman, all my personal property of whatever description and wheresoever situate.
“I thus give to the said J. Monroe Zimmerman all my property and estate because he is married to my niece, and I have been living with them for many years, and have a high regard and affection for them, and desire that they shall enjoy the same to the exclusion of my other relatives.”
The sole question to be considered is, whether Zimmerman, having failed to establish a title to the farm under the deed of gift under which he at first claimed, but which was annulled in the former proceeding, can successfully assert any title thereto under the above cited provisions of the will. As indicating what Bitner’s testamentary purpose was a large mass of testimony was taken to prove John Bitner’s declarations covering a number of years; but this evidence is clearly inadmissible either to establish what , his testamentary intention was, or to aid in the interpretation or construction of his will. Just as he has written his will, it must stand. What he meant to say must be gathered from what he did say therein, as viewed from the standpoint that he then occupied; and what he did say in the will itself, and not what he previously declared, no matter how unequivocal its import may be, must solve the question before us. In construing a will effect is undoubtedly to be given to the intention of the testator, if that can be done without violating any legal principle. But to what intention must effect be given ? That manifested in some other paper not made a part of the will ? or that disclosed on the face of the will ? If to the latter, as is incontestably the case, then there must be apparent on
It is perfectly obvious that the will makes no direct disposition of the real estate. It expressly recites that the testator had on the same day conveyed the farm to Zimmerman by deed, and it then proceeds to give to him, not the farm, but personal property only. Having done this the testator immediately assigns, in the next paragraph, a reason for what he had done — that is to say, he explains why he had given the real estate by the deed and the personal property by the will — but there is nothing in the language thus employed to indicate the most remote intention to give anything whatever by this purely explanatory clause. After first stating that he had made the deed conveying the farm, and then distinctly bequeathing his personal estate, he declares, not by way of further devise or bequest, but by way of explanation of what he had already done, “I thus give to the said J. Monroe Zimmerman all my property and estate, because he is married to my niece, &c.;” and he then expresses his desire that they, the beneficiaries, “shall enjoy the same” — the real estate given by the deed and the personal estate given by the will — “to the exclusion of my other relatives.” But if the deed failed from any cause to convey the land, the mere expression in the will of a wish, that the donee should enjoy that which the testator then ‘.supposed he had given him by the deed, cannot operate as .a direct devise of the land, or as a devise thereof by necessary implication, even though coupled with a declaration that he desired his other relatives to be excluded from any participation in his estate. If the deed had been sustained, .Zimmerman would have held title under it and not under
The doctrine as to the effect of erroneous recitals in wills is well established, namely, that if the erroneous recital in a testamentary instrument be of a gift contained in this instrument, the recital may operate as being in itself a devise or bequest by implication of that very property. But where the erroneous recital refers to an estate created by another
The recital in John Bitner’s will has no reference whatever to a gift or devise created by or under the will, but it refers solely to a gift by deed in no manner connected with the will at all, and consequently that recital has no efficacy to pass the property as a devise by implication.
The desire expressed in the explanatory clause to the effect that Zimmerman and his wife “shall enjoy the” prop
It is true that in some instances Courts have upheld a devise by implication where it has been very apparent. and .necessary to give effect to the plain intention of the testator.
Nor is the appellant’s contention strengthened by the expressed desire that the testator’s other relatives should be excluded from participating in the distribution of his estate. And this is so, because, as said by Lord Mansfield in Denn Gaskin, Cowp., 657, “though the intention to disinherit the heir be ever so apparent, he must, of course, inherit, unless the estate is given to somebody else; and the reason is that the law provides how a man’s estate at his death shall go, unless he, by his will, plainly directs that it shall be disposed of differently. ” See Coffman v. Heatnole, 2 L. R. A. 848, and notes. An explicit and unequivocal declaration, therefore, that the heir shall not inherit, will be wholly ineffectual to defeat his right, unless the estate be given by the will to some one else. Hence, no matter how emphatically the testator asserted that he did not wish his other relatives to have.any portion of his estate, still, as he failed by the will to devise his real estate to any one, it passed by operation of law to John Bitner’s heirs upon the deed being stricken down.
Much was said in the argument about the duty of the Court to construe the will as persons of ordinary intelligence would construe" it, and we were strenuously urged “ to do simple justice to the plaintiff in this case.” In Ralph v. Carrick, 5 Ch. D. 984, Sir. H. Colton pointed out the fallacy that subject to established rules, the duty of the Court was to construe the will as a person of ordinary intelligence would do. “Of course,” said the Lord Justice, “ we are bound by the rules which have been established by the Courts to enable us to say what the words used do mean. Subject to that we are bound to construe the will as trained legal minds. And that differs from the mind of an ordinary
There being no error in the pro forma decree dismissing the bill of complaint, it will be affirmed with costs above and below.
Pro forma decree affirmed with costs above and below.
Reference
- Full Case Name
- JAMES MONROE ZIMMERMAN v. MORRIS B. HAFER and Others
- Cited By
- 23 cases
- Status
- Published
- Syllabus
- Construction of Wills — Declaration of Testamentary Intention — Erroneous Recital in Will — Devise by Implication — Disinheriting Heir — Reference to Other Instrument. Evidence of the declarations of a testator are inadmissible to establish his testamentary intention or to aid in the interpretation of his will. If a will does not itself purport to make a particular devise, then no matter how plainly it may appear by some other paper that the testator designed that title should pass to certain property, it does not pass under the will, in the absence of apt words, or of a clear intent, that the title should pass by the will and not by the other paper. If an erroneous recital in a will be of a gift contained in the same instrument, the recital may operate as being in itself a devise or bequest by implication of that very property. But where the erroneous recital refers to an estate created by another instrument, such recital cannot operate to create an estate by implication. An explicit declaration in a will that the heir shall not inherit, is wholly ineffectual to defeat his right, unless there be a valid devise of the estate to some one else. A executed a voluntary deed conveying certain land to B, and on the same day he made a will in which, after reciting the execution of the deed, he gave and bequeathed to B all his personal property of every description, and declared that he thus gave all his estate to B, ‘ ‘because he is married to my niece, and I have been' living with them for many years, and have a high regard and affection for them, and desire that they shall enjoy the same to the exclusion of my other relatives.” A few days after the execution of the deed and will, the testator died, and upon a bill in equity against B by the heirs at law of A the deed was vacated, because it had been obtained by undue influence. B was in possession of the land and then filed a bill quia timet to have his title to the same established under the will, and to restrain the heirs at law of A from asserting title. Held, ist. That B had no title to the land under A’s will, because the same does not purport to dispose of real estate or to devise the land in the event that the deed should not be operative. 2nd. That the expression in the will of the testator’s desire that B should enjoy the property cannot operate as a direct devise or as a devise by implication, because the whole clause pre-supposes that the land had been disposed of by the deed, and there was no intention to give the same by the will.