Herring v. Williams
Herring v. Williams
Opinion of the Court
We have given tbis case a reexamination and have been forced to tbe conclusion that our former construction of tbe will of tbe testator Williams was erroneous. Tbe writer bolds bimself as much responsible for tbe conclusion reached in tbe first opinion as if be bad written it bimself, instead of tlie learned and able judge, whose name is prefixed to it. But further examination having convinced us that we were in error, it is our duty to say so and to bold that tbe original judgment of bis Honor, Judge Guion, is correct.
Tbe facts are fully and accurately stated in tbe first opinion. By reference to tbe report of tbe case it will be seen that tbe defendant Carrie Williams, widow of tbe testator, executed an ordinary deed in fee to her codefendant Williams, without any reference in tbe deed whatever to any power conferred by tbe will.
Tbis is an action by tbe remainderman, Bettie Meton or Melton, tbe feme plaintiff, against Green for waste, damages, etc., for wrongfully cutting all tbe timber from tbe land for purposes of sale only.
It is said in tbe former opinion of tbe Court in tbis case that “Tbe primary purpose of tbe courts, when a will is presented for construction, is to ascertain tbe intention of tbe testator from tbe language used by him.” And in determining tbis question tbe courts bold, as pointed out by Justice Mcmming, that tbe rules of construction require that all tbe words used by tbe testator shall be given effect, “unless they are in themselves
In construing this will we held that the use of the words, “or so much thereof as may be in her possession at the time of her death,” conferred upon Mrs. Williams a power of disposition and thereby enlarged her life estate into an estate in fee in the event she should exercise such power. Guided now by that cardinal rule for the construction of wills — the intention of the testator — we are of opinion that it was the intention of Mr. Williams to give his wife merely a life estate, with remainder to Bessie Meton in fee.
In order to give expression to every word used by the testator, we are not required to hold that the language quoted above refers to real property, but can restrict it to the personalty of the testator, and such restriction is sustained by both reason and authority, because it avoids inconsistency in the provisions of the will and maintains its integrity. Adopting this construction, we hold that the interest of Mrs. Williams, the wife of the testator, in the real estate is fixed by the specific language of the will, “to have and to hold during her natural life.”
It is said in American and English Ency. of Law, vol. 30,
This case is not authority for the contention that the language in the will before us should be so construed as to give Mrs. Williams a general power of disposition and thereby empower her to convey the real property in fee. The intention to confer the power was clearly expressed in Troy v. Troy, and the question of the establishment of such power by implication was not presented. The decisions in other courts are to the effect that the intention to create the power of disposition-must clearly appear from the language of the will and will not be implied from language entirely consistent with the special reference to the life estate; and in that view we concur.
In considering a case in which the testator used the words “the remainder that is left,” the Supreme Court of Missouri .says: “It is needless to say .that an intention clearly expressed in a will should not be defeated,-except by some inflexible rule of law or public policy, unless a wholly inconsistent intention
The case of Green v. Hewitt, 97 Ill., 113, strongly supports the views expressed in the foregoing cases. The following language was used by the testator in that case: “I give and bequeath to my beloved wife . . . the farm on which we now reside . . . also all my personal property of every description, so long as she remains my widow; at the expiration of that time the whole, or whatever remains, to descend to my daughter.” It was held that the wife took a mere life estate in the entire gift. The Court says: “The misapprehension of the legal effect of the devise doubtless grows out of the use of the expression 'whatever remains’ by the testator, in limiting the remainder to his daughter. The use of that expression is of no vital significance, and cannot be permitted to override the clearly expressed intention that the widow should take a life estate only. ... It had reference to the anticipated condition of the personal estate ivhen it would, under the limitation, pass into his daughter’s hands. And this is all the significance the expression has.” See, also, Thompson v. Adams, 205 Ill., 552, a more recent decision by the same Court.
In Russell v. Werntz, 88 Md., 210, the testator gave the residue of his property to his wife “to hold and dispose of as she may see fit, while she remains single, and at her death or marriage the remaining property is to be equally divided between my two daughters.” The Court held that the widow took only a life estate in the real jiroperty, with remainder to the daughters, and that she had no power to dispose of the same in fee. “But it is contended,” says the Court, “that the words 'the remaining property’ should be regarded as indicating that the testator intended that the appellant should have the right to diminish the corpus of the estate. But we do not accept this view. The will, evidently, was not drawn by one accustomed to the preparation of such instruments. The words employed were not chosen with regard to their technical meaning. The property that passed under the second item comprehended both
The English cases, which are reviewed by the New Jersey Court of Chancery in Tooker v. Tooker, 64 At., 806, will be found to sustain'our conclusion that the words used in the will before us are not sufficient to create power to dispose of the real property of the testator in fee. Constable v. Bull, 18 L. J. Eq., 302; Bibbens v. Potter, 10 Ch. Div., 733; In re Adams Trust, 11 Jur., N. S., 961.
The view that the language of this will, which it is contended creates a general power of disposition, refers to the personal property that may be in Mrs. Williams’ possession at the time of her death, finds direct support in Williams v. Parker, 84 N. C., 90, in which the devise was in the following language: “I give and bequeath to my wife, Polly Williams, and my granddaughter, Sarah Jane Williams, all my land whereon I now live, and all my personal property of every order, during my wife Polly’s lifetime, and at my wife Polly’s decease, if there should be any property or money left, then I devise and bequeath,” etc. It was held by this Court that the property referred to as being left was personal property and did not include the real estate. This case is cited and approved in Brawley v. Collins, 88 N. C., 605, in which the following clause appeared in the will under consideration: “It is my will that
We have not deemed it necessary to review ’the authorities cited in our former opinion. Many of them will be found to fall within one of two classes, both of which are readily distinguishable from our ease: first, cases in which there is a devise for life with language which expressly gives the devisee a general power to dispose of both real and personal property, and,
There is a point made by tbe plaintiff, wbicb we overlooked, wbicb seems to us to be conclusive of her right to recover damages as against defendant Green. If we should concede tbat tbe language of tbe will should be so construed as to confer upon Mrs. Williams the power to dispose of tbe real property, such construction would not defeat tbe plaintiff’s right to recover in this action against her grantee, Green. Tbe deed to tbe defendant Green by Mrs. Williams does not purport to have been made in tbe exercise of tbe power of disposition; it contains no reference whatever to such power, and, upon a well-settled principle of law in this Court, tbe deed could not convey an estate in fee. Tbe will, by language tbat is unequivocal, gives Mrs. Williams a life estate in her husband’s property, real, personal, and mixed, and her deed, in tbe absence of any reference to tbe power of disposition, wbicb she claims is conferred by tbe will, is held to convey only her life estate. “When tbe donee of a power to sell has an estate of her own in tbe property affected by tbe power, and 'makes a conveyance of tbe property without reference' to tbe power, tbe construction established by tbe decisions is, tbat she intends to convey only wbat she might rightfully convey without tbe power.” Towles v. Fisher, 77 N. C., 440; Exum v. Baker, 118 N. C., 545. And “tbe intention to execute tbe power must be apparent and clear, so tbat tbe transaction is not fairly susceptible of any other interpretation; and if it be doubtful under all tbe circumstances, tbat doubt will prevent it from being deemed an execution of tbe power.” Carraway v. Moseley, 152 N. C., 353. We are of opinion, therefore, tbat it was properly held in tbe court below tbat tbe deed from.Mrs. Williams to tbe defendant Green' conveyed only her life estate.
In view of tbe fact tbat this opinion affirms tbe judgment of tbe Superior Court in favor of tbe plaintiff, we have examined tbe other exceptions in tbe record and find tbat they are without
Petition allowed.
Concurring Opinion
concurring: Petitions to rehear, except as to tbe time of filing, are regulated by rules adopted by tbis Court, and not by statute, because a statute cannot be suspended, and a rule may be, if tbe justice of tbe cause requires it. They are for convenience and to aid in tbe attainment of justice, and not to perpetuate a wrong.
If, therefore, I come to tbe conclusion that a decision of tbis Court is erroneous, and that it unjustly deprives a citizen of bis property, I shall favor a reversal of tbe decision, although no fact has been overlooked, and no new authority can be found.
Entertaining tbis view, I feel that it is proper for me to consider tbe questions presented by tbe petition, and in tbe outset it is well to state tbe facts.
In August, 1902, W. R. Williams died, seized in fee of tbe land in controversy and of a town lot, leaving a will, in which be disposed of bis property as follows:
“I give, devise, an'd bequeath unto my beloved wife, Carrie Williams, all my property, real and personal and mixed, of what nature or kind soever, and wheresoever tbe same shall be at tbe time of my death, to have and to bold during her natural life, and at tbe death of my wife, tbe said Carrie Williams, tbe said property or as much thereof as may be in her possession at tbe time of her death, is to go to Bettie Meton, her heirs and assigns forever.
“And I do nominate, constitute, and appoint my said wife tbe sole executrix of tbis my last will and testament, hereby revoking and making void all and every other will or wills at any time heretofore made by me, and do declare tbis my last will and testament.”
Shortly thereafter tbe devisee, Carrie Williams, executed a deed’ to tbe defendant Green, her brother-in-law, purporting to convey tbe town lot in consideration of $100, which tbe defend
Tbe deed to tbe defendant does not refer to any power conferred by tbe will, and tbe only consideration to support it is tbe execution of tbe deed to ber in exchange therefor.
W. R. "Williams and wife bad no children, and Bettie Melton, now Bettie Herring, is their foster child, reared by them since sbe was ten weeks old.
It is true that tbe intention of the testator should be gathered from tbe will and tbe attendant circumstances, but it should be clear and unmistakable before it is held that one who takes a life estate under tbe will can, within six months after tbe death of tbe testator, sell one of tbe two- pieces of land devised, and bold and use tbe money, and can exchange tbe other for other land and own that in fee simple, and thereby defeat tbe interest of tbe remainderman.
I concur in tbe construction placed upon tbe will in tbe opinion of Mr. Justice Brown, but if by any interpretation a power of disposition is conferred on tbe life tenant as to tbe land, it could only be exercised when necessary for support and maintenance, which does not appear here.
Tbe testator gave to bis wife a life estate in tbe land and personal property, and to bis foster child an estate in remainder, and be must have intended both to take effect.
He appointed bis wife executrix, and knew bis personal property would be in ber possession, and be also knew that it might be consumed or destroyed, and that in all probability some of it might not be in ber possession at ber death, and it seems to me that a reasonable construction of tbe language, “or as much thereof as may be in ber possession at the time of ber death,” is that it refers to tbe personalty. When there are found two species of property, tbe one technically and precisely answering tbe description in tbe devise, and tbe other not so exactly answering that description, tbe latter will be excluded. Bolick v. Bolick, 23 N. C., 248.
I also think it was necessary for the deed to refer to the power.
It is said in Kent, vol. 4, p. 335: “The general rule of construction, both as to deeds and wills,' is that if there be an interest and a power existing together in the person, over the same subject, and an act be-done without a particular reference to the power, it will be applied to the interest and not to the power,” and this is cited with approval in Exum v. Baker, 118 N. C., 545.
The case of Towles v. Fisher, 77 N. C., 438, I think a direct authority on this poinf. In the case under consideration all the property, real, personal and mixed, is devised to Carrie Williams for life, and at her death the said property, or so much thereof as may be in her possession at the time of her death, is given to Bettie Melton.
. Carrie Williams attempted to convey to the defendant in fee.
In the Towles case, William Shaw devised his land to his wife for life, and he devised to James Oállum and Mary Cal-lum “on the death of his wife, all the property, real and personal, belonging to his estate, which may be in possession at the time of her death.” There was a codicil providing that sales should be made with the consent of the executors.
The wife attempted to convey in fee without the consent of the executors, and without reference to the power.
After holding that the deed was not valid because the executors did not consent thereto, the Court says: “In addition to this, when -the donee of a power to sell has an estate of her own in the property affected by the power, and makes a conveyance of the property without reference to the power, the construction established by the decisions is that she intends to convey only what she might rightfully convey without the power. These doctrines are so generally accepted that we think no reference to the authorities is necessary. They may be found
Tbe rule seems to be well established, and it seems to me to be meaning-less if it be said tbat when one wbo owns an interest witb a power of disposition conveys more tban be owns, without reference to tbe power, tbat the conveyance will be referred to tbe power.
If, however, these views are not sound, and by correct construction tbe wife took a life estate under tbe will, witb tbe power to sell tbe land, I still think tbe deed to tbe defendant is not good, because I do not think an exchange of lands was contemplated, or tbat it would be a valid execution of tbe power for tbe life tenant to convey tbe land devised to her for life to her brother-in-law in fee, and receive in exchange therefor a deed in fee for another tract of land.
Dissenting Opinion
dissenting: This Court has repeatedly held, and witb decided emphasis, tbat tbe weightiest considerations demand tbat tbe Court should adhere to its former decision in a case, where it was made witb unanimity and after full argument and consideration. Lewis v. Rountree, 81 N. C., 20; Ashe v. Gray, 90 N. C., 137; and it will not on petition, however earnestly and zealously pressed by counsel, reexamine tbe same authorities and reconsider tbe same course of reasoning in order to reverse its previous ruling. Dupree v. Insurance Co., 93 N. C., 237; Hannon v. Grizzard, 99 N. C., 161. No case ought to be reheard upon petition, unless it was decided hastily and some material point was overlooked, or some direct and controlling authority was not. called to tbe attention of tbe Court, and was overlooked by it. Watson v. Dodd, 72 N. C., 240; Hicks v. Skinner, ibid., 1; Devereux v. Devereux, 81 N. C., 12; Haywood v. Daves, ibid., 8. In Weisel v. Cobb, 122 N. C., 68, it was said tbat “rebearings of our decisions are granted only in exceptional cases, as tbe highest principles of -public policy favor a finality of litigation, and even when granted, every presumption is in favor of tbe judgment of tbe Court already rendered,” and, further, tbat where neither tbe record
Nothing was brought forward on the rehearing but what we heard and knew before, viz., that there is some conflict in the authorities; but I do not think that I take much risk in stating that the great weight of authority in this country, if not in England, favors the judgment formerly rendered by this Court. The case was thoroughly and carefully considered by us, and it is manifest, from the opinion delivered by Justice Manning-one of the ablest and most learned, one of the most diligent and painstaking and exhaustive in investigation, of the judges who have ever sat in this Court — that no authority of importance was overlooked or disregarded. It is only a question now, as will be seen, whether we should follow our own decisions and the majority of the courts, or the minority of them. It may be remarked generally, and in Umine, that the cases cited in the opinion now filed, as supporting the decision, have no application to the special facts of this case, but were rendered upon a state of facts substantially different.
Consider the case of Giles v. Little, 104 U. S., 291, the principal one relied on in the opinion of the Court, and we find that there was personal property of a kind which would be consumed by its use, and where the expression, “whatever may remain,” is used in a limitation over, it was held as restricted to the consumable personal property, such as crops and provisions; and this testator had none of this sort. But even this view is rejected by some of the other courts, as not only changing the words, but as defeating the clearly expressed intention of the testator. In those eases where it is held that the jus dis-
In this case it appears tbat the testator owned tbe land, which was sold to tbe defendant, John II. Green, and a mulé and wagon and, perhaps, a cart — things not consumed in their use. He gives, devises, and bequeaths all bis property, real, personal, and mixed, of every kind, to bis wife during her life, and at her death the property, or as much thereof as may then be in
It is better and safer to give effect to the words of the testator, and all of them, according to their natural sense and their accepted meaning, than to surmise that while he expressed himself broadly and comprehensively in favor of his dependent wife, so that his gift to her could take effect beneficially, he did not mean it, but something else that favors a remainderman, who was not his child, or even a blood relation, so far as appears; the first object of his care and bounty, it would seem, must be less considered than the second, so that the latter may enjoy the substantial benefit of the gift. The language of the Court in Clark v. Middlesworth, 82 Ind., 240, in construing a testamentary clause substantially like this one, is very significant in this connection: “We think it quite clear that the will of A. B. Clark gave to his widow, Mary A. Clark, a life estate in said lot, and that it also gave her, by the clearest implication, a power to dispose of the same. The words, ‘and at her death, should anything remain,’ are senseless and without meaning unless the testator intended that the tenant for life might, prior to her death, dispose of the property devised to her for life. The words show that he must have contemplated this at the time, and therefore have intended it.” And so are the words of Justice Connor in Parks v. Robinson, 138 N. C., 269: “To restrict the power of disposal of her life estate would be to nullify its effect. She had such power incident to her life estate. To confine the power of disposal to such life estate would do violence to the rule of construction that every word used by the testator should be given force.” That was held to be law by this Court, contrary to some of the authorities cited in support of the impending ruling, and, toó, where there was no ulterior limitation. How much more does the construction now placed upon this will neutralize their meaning, if it does not literally excise the words used by the testator to express his desire in respect to his’wife, who needed his help far more than the feme plaintiff. It has the effect of reading out of the
In Farish v. Wayman, 91 Va., 430, the estate was to Agnes Redd for life, with this provision, “Should she die without leaving a child, in that case the property, or what remains of
It seems to me that the reasoning in Panill v. Barnes, 100 Mass., 470, is directly applicable to this case. The xoroperty willed was real and personal, and the Court said that, upon the authorities, the meaning of the phrase, if anything should remain in connection with the devise .of a remainder of real property after an estate for life, would imply a power to convey, as otherwise there could be no reason for the doubt whether the estate would remain. There are many other cases of the same purport, but as a number of them are reviewed in the former opinion of the Court, it is not necessary to comment upon them. It seems to me, also, that -this case may be distinguished from
If I were at liberty to discuss the evidence to be found in the record, the intention of the testator, as it was adjudged to be at the former hearing, would be made manifest. Williams v. Parker, 84 N. C., 90, and Brawley v. Collins, 88 N. C., 605, have no bearing at all upon the question in this case. They only decide that “personal property” was intended, where the word “property” was used, because of the association of the latter with other words which clearly indicated such a purpose, and in Brawley v. Collins, Chief Justice Smith said that the word “property” would embrace all hinds — real and personal and’ mixed — unless its meaning is restricted by the context, citing Foster v. Craig, 22 N. C., 199. The words in this will are more indicative of a purpose to include all kinds of property, real, personal, and mixed, for those very words are used, and they are followed by these, “the said property or as much thereof as may be in her possession at the time of her death.” The word “property,” as thus used, manifestly refers to the kind just above enumerated, and this interpretation is directly warranted by what is said in the cases just cited. So that they are authorities, in my judgment, against the present conclusion of the Court. Each case must be determined by its own facts. Where, therefore, it appears from the context of the will under construction that the testator, in using the word “property,” referred to both kinds, real and personal, the word, as this Court said, must have that meaning. That is our case exactly. If the words of the will, when considered with the context, or with the circumstances surrounding the testator at the time it was written, show that he must have intended to include real estate in the term “property,” it must have that meaning, and this should be so even though there are consumable things.
It is said, though, that there was error in the former decision, because we overlooked the fact that the deed to Green did not refer to the will or the power. This is a misapprehension as to the nature of this power of disposal. “It has repeatedly been held that where a person having power to convey the fee-simple estate, and also having a life estate or other interest, executed a conveyance of the fee, the deed will be referred to the execution of the power (or jus ¿UsponendÜ), because otherwise it cannot take full effect according to its terms.” 31 Cyc., 1125. The case referred to in the opinion of the Court is presented where there is an .estate which is coupled with a power disconnected therewith, in which the donee has no beneficial interest.- In such a case it will be presumed that the deed is intended to pass the interest and not to execute the power, unless the latter is in some way referred to in it. Besides, in this case, we are dealing with the jus disponendi, and not with a technical power, or a naked, power of appointment. The case of Grace v. Perry, 197 Mo., 550, is directly in point and holds that no reference to the will was necessary to constitute a good and valid exercise of the power. See, also, Underwood v. Cave, supra.
My conclusion is that the former decision, being right, should be approved, and that the petition should be dismissed.
Reference
- Full Case Name
- E. T. HERRING and Wife, BETTIE v. CARRIE WILLIAMS and JOHN H. GREEN
- Cited By
- 18 cases
- Status
- Published