Hay v. Hay
Hay v. Hay
Dissenting Opinion
dissenting. A majority of this Court are of opinion (and I concur with them) that the words “ die without living issue of her body ” are equivalent to “ die without leaving issue of her body alive at her decease.” Judicially read, it is a bequest to the testator’s daughter, Susan Cynthia Brown, and the heirs of her body, but “ if my said daughter should happen to die-without leaving issue of her body alive at the time of her decease, then and in that case” over. Certainly, since Henry & Talbird vs. Archer, (Bail. Eq. 535,) I think it has not been questioned that the effect of these subsequent words is to restrict the generality of the previous expression, and to create a life estate in the first taker, and enable the children to take as purchasers. The bequest in Henry & Talbird vs. Archer, was to the testator’s daughter, “ to her and the lawful issue of her body forever,” but if any of his daughters should die “ without leaving lawful issue of their body alive,” then their part to be equally divided among the surviving children.
But it is objected that the children are not entitled, because, if their mother had happened to leave no children, the terms of the ulterior limitation over leave it uncertain to whom, in that event, the estate would pass. In other words the testator has clearly manifested the objects of his bounty if his daughter left children alive, and she has left children, but he has not been so fortunate in designating the objects of his bounty in a contingency which has not happened; but this want of certainty is to defeat his de-
Appeal dismissed.
Opinion of the Court
The judgment of the Court was announced by
The judgment of the Court in this case turns upon the construction of Charles J. Brown’s will. The language of the bequest in question is as follows : “ I give and bequeath to my loving daughter, Susan Cynthia Brown, and the heirs of her body, all my wordly estate, both real and personal; provided, if my said daughter, Susan Cynthia Brown, should happen to die without living issue of her body, then and in that case all my said estate, both personal and real, to return to the nearest heirs of my body by my mother’s lineage.”
The Chancellor who heard this cause on circuit, held, that as
But there is another question arisin® upon mi ^^raStóon of Charles J. Brown’s will, which divides Mtf^^baKrasses tins ©ourt-The limitation over which the testatoffW atteiπe£$jfc|i.' qrejate, is to the nearest heirs of his body of his )koláí^>s lineage. is impossible to designate the persons embracelf,tíj^?It!Íi^e|cription. It is utterly unmeaning. So far as certainty is cbim&sfiféa he might as well have given the estate to the most virtuous man in the State, or to some imaginary personage. The limitation over is void for uncertainty. And the question which remains is, whether this ulterior and void limitation is sufficient to reflect back such a restrictive meaning upon the general words of the direct gift to the issue as to make them take as purchasers. Upon this question, after two arguments at the bar, and much deliberation and research, the Court has been unable to harmonize in opinion. And if the adjudication of the case depended upon a decision of this question, there could be no disposition of it, by this Court, on account of differences of opinion.
Eor myself, I think, that the will must be read and construed as if the void limitation over had not been inserted. I have heretofore been of the opinion, that it must be a valid limitation over, to have the effect of qualifying the generality of the words of the direct gift to the issue, so as to make them take as purchasers. And I have heard nothing in the recent discussions upon the sub
A gift to A., and if A. should die without issue living at the time of his death, then to B. is unquestionably a good limitation to B., if the contingency happens upon which he was to take. And if it does not happen A. retains an absolute estate. In this case the issue of A. do not take as purchasers, because nothing is intended to be granted to them in the words of the direct gift. Their existence or non-existence at the death of A., like any other contingent event, is simply made the condition upon which the remainder to B. depends.
A gift to A. and to his issue, or the heirs of his body, and if he should die without leaving issue or heirs of his body, then to B. is a good limitation to B. as in the preceding illustration ; and will take effect if A. should die without leaving issue, or heirs of his body. But in this case, the testator intends a direct gift, though in general and in definite terms, to the issue of A., and A. will take only a life estate, and his issue will take in remainder as purchasers. The valid limitation over to B. has, by a fair construction, the effect of qualifying the generality of the words of the direct gift to the issue of A., so as to make them mean the issue of A. living at his death.
It is equally clear that a gift to A. and the issue or heirs of his body, without any limitation over, or other words indicating that the testator meant to embrace in the direct gift only the issue of A., who should be living at his death, confers upon A. an absolute estate. In other terms, “issue,” or “heirs of the body, ” unrestricted and unexplained, are words of limitation and not of purchase. So far there cannot possibly be any difference of opinion.
But some of the members of this Court are of the opinion, that in the case of Charles J. Brown’s will, the abortive attempt to create the limitation over, has the effect of cutting down the estate of Susan Cynthia Brown to a life estate, with remainder in fee to the children. Other members of the Court think that the
The whole argument on thé other side proceeds upon the unfounded assumption, that an interest is given to the issue of the first taken by the terms of the direct gift. This is a great mistake. The issue are mentioned in the clause of the direct gift, but not in a manner to give them an estate. The whole estate, according to the rules of law, is in the first instance given as absolutely to Susan Cynthia Brown as the forms of language admit of. This will not he disputed.
Is this absolute gift to be divested or cut down by an ineifec-tual limitation over ? The case of Henry & Talbird vs. Archer, Bail. Eq. 535, decides, that a good limitation over may reflect a restrictive meaning upon the general words of the direct gift, and so qualify the word “issue” in the direct gift as to make it mean issue living at the death of the first taker. But is there any authority for saying that a bad limitation over will have that effect ? The authorities are the other way.
“ An original vested gift shall not be qualified by a subsequent gift engrafted on it, which the law will not allow to take effect, as by a gift over which is void, by reason of its being too remote.” 2 Wms. on Ex’ors. 1087; Blease vs. Burgh, 2 Beav. 221; Ring vs. Hardwick, 2 Beav. 352. “ And the rule is general, that an absolute interest is not to he taken away by a gift over, unless the gift over may itself take effect.” 2 Wms. on Ex’ors. 1087; Green vs. Harvey, 1 Hare, 428 ; Winckworth vs. Winckworth, 2 Beav. 576 ; Eaton vs. Barker, 2 Coll. 124.
In Jackson vs. Noble, 2 Keen, 590, the testator gave real and personal property to his daughter A. and two other persons, in trust, to permit A. to receive the rents and profits for life to her separate use, and after her decease in trust to convey the estate to A’s. heirs, executors, &c.; but in case A. should marry and have no children, then the testator gave the property to B.; or in case
Mr. Jarman, (1st vol. on Wills, 183,) in commenting on this case, says, “so if the executory devise were void on account of its remoteness, or for any other cause, the prior devise would be absolute.” He proceeds to say, “ On the same principle, it would seem to follow, that, if personal estate were bequeathed in terms which, standing alone, would confer the absolute interest, and there followed a bequest over in a certain event to a person for life, the first legatee would, (subject to such exe-cutory gift for life,) be absolutely entitled. It might appear to be a farther deduction from this doctrine, that if the second gift were a contingent bequest of the entire interest in the property, and not for life only and such contingent and substituted bequest failed in event, the prior legacy, in derogation of which the same was to take effect, would remain absolute.”
Thus it appears to be a doctrine well-sustained by the authorities, that where the words of the direct gift would confer on the first taker an absolute estate, such absolute estate is not to be cut down or defeated, by a subsequent contingent limitation over, which is ineffectual. This was clearly Chancellor Harpek’S opinion. For in Henry & Talbird vs. Archer, (Bail. Eq. 550) he remarks ; “ I believe it may be safely said, that there is no adjudged ca.se, except that of Lyon vs. Mitchell, of such limitation to issue, in which, the questions of the first taker’s being restricted to less than an absolute estate, and the goodness of the limitation over, were not regarded as identical.” And I may conclude these observations by saying, that, in all the discussions which we have had, at the bar, and in the consultation room, no case has been presented, where the absolute estate given to the first taker by the
A majority of the Court, though upon different grounds, concur in the opinion, that the issue of Susan Cynthia Brown, (after-wards Susan Cynthia Hay,) do not take as purchasers under the bequests of Charles J. Brown’s will.
The circuit decree is in that respect affirmed, and the appeal from that part of the circuit decree is dismissed.
Upon the point on which the Court is now to give judgment, I am still of the same opinion which I expressed in the decree.
I am not sufficiently satisfied with the ground upon which my brethren DargaN and Wardlaw have put the case, to adopt their opinion, at present.
I do not perceive the force of the objections made to the view I expressed in the decree, that the word “ living ” does not add to, or vary, the meaning of the word “ issueto which it is prefixed. It is merely superfluous, — as are the words following, — . “ of her body" Instances of such superfluous language are very common in the cases, and wherever they occur, do not vary the decision which would have been made had they been wanting.
If the testator had made the limitation over to take effect if his daughter Susan should happen to “ die without issue of her body” —his meaning would certainly have been without issue alive, or living. The addition of the words alive or living would have served no purpose whatever. They would not have served to fix the time at which the limitation over is to take effect — which is the important, and, indeed, the only point of our inquiry here.
It is assumed here, that the word “ living ” means living at her death: but I conceive it has no such meaning.
The reference, by one of my brethren, to the case of Henry & Talbird vs. Archer, is, in my conception, very unfortunate : and does not serve to destroy, but rather to elucidate the principle upon
In this case there is no such word, nor any other word of the same efficacy.
There is not a single word of time in the sentence of Brown’s will under examination. Die without issue, by well-settled rules, means an indefinite failure of issue : refers to a time when, after the death of the party, he shall be without issue — meaning always issue alive or living. And unless there be something in the will besides, to fix the time, at the death of the party, it is too remote and indefinite.
But, as my brethren, DaRGAN and Wardlaw, come to the same result with me, I concur with them in affirming the decree, and dismissing the appeal.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.