Green v. Gordon
Green v. Gordon
Opinion of the Court
delivered the opinion of the Court:
It is clear that we are here dealing with an estate in remainder. We must therefore first consider whether it is a vested or contingent remainder. “Vested remainders (or remainders executed, whereby a present interest passes to the
To determine which of the above rules to apply to the estate devised by the will and codicils of Ann Green, it is essential to ascertain the intent of the testatrix. Where the intent can be inferred without difficulty from the instruments themselves, it is unnecessary to invoke the ancient canons of construction. We think the intent of the testatrix can be ascertained without difficulty from an examination of the instruments. It will be observed by the original will of 1858 that the testatrix was providing for three general classes of persons: First, her son George, his heirs and assigns; second, her son Osceola, his heirs and assigns; and, third, her four single daughters, who were given the residue of her estate “during their single lives, to be held by all or one of them who may continue single, for their or her support, and should any married daughter be left a widow and destitute of support, it is my will that such daughter be thenceforth entitled, equally with the single ones, to a home and maintenance from such property as I may leave, it being my sole object to provide for the helpless of my children ;” providing, however, that should all of her daughters marry, the residue of the estate should be sold and divided among all her heirs. It is apparent that she was devising all of her fee simple estate. While she uses no words of inheritance, by the terms of the residuary devise she clearly intended to pass all of her title, interest, and estate in the devised lands. In the remainder, she was providing for what she terms her helpless daughters, or those who were not married, or anyone already married who might become a widow.
The intention disclosed in the codicil in question is not different. She had place dher son George in possession of the
But before declaring this a vested remainder in Osceola O. Green, until such time as he might refuse to accept under the terms of the will, we must dispose of certain conditions which might at first seem to constitute barriers to the vesting of the remainder at the death of the testatrix. The codicil provided that the one accepting should pay each of the married daughters living at the death of the surviving life tenant the sum of $1,000. This is an express condition, but not such an one as to make this an estate upon condition precedent, or to reduce the remainder to a contingency. The law favors the vesting of estates, and is inclined to treat conditions as subsequent rather than as precedent. “If the act or condition required does not necessarily precede the vesting of the estate, but may accompany or follow it, and if the act may as well be done after as before the vesting of the estate; or if, from the nature of the act to be performed, and the time required for its performance, it is evidently the intention of the parties that the estate shall vest, and the grantee perform the act after taking possession, then the condition is subsequent.” Underhill v. Saratoga & W. R. Co. 20 Barb. 459. Chief Justice Marshall, in the case of Finlay v. King, 3 Pet. 346, 7 L. ed. 701, said: “If, on the contrary, the act does not necessarily precede the vesting of the estate, but may accompany or follow it, if this is to be collected from the whole will, the condition is subsequent.” It is apparent that the payments to the married daughters living at the death of the surviving life tenant could have been made
Whether the codicil created a condition subsequent or a mere charge upon the land is unnecessary for us to decide, since the required payments have been made. But even if it was a condition subsequent, it was to be carried out only as to the married daughters living at the death of the surviving life tenant. If none were living, the condition would no longer exist. It is settled law that such a condition cannot affect an estate vested. As was said in Davis v. Gray, 16 Wall. 203, 21 L. ed. 447: “The rule at law is that, if a condition subsequent be possible at the time of making it, and becomes after-wards impossible, to be complied with, by the act of God or the law or the grantor, the estate, having once vested, is not thereby devested, but becomes absolute.” The requirement, therefore, that each of the married sisters living at the death of the surviving life tenant should be paid a stipulated sum could be at most but a condition subsequent, which was discharged by payment in advance of the time required in the will. No one was, or could be, injured by this payment, except possibly Osceola; and, if he elected to take the chance, no one can now be heard to complain.
Counsel for defendants lay great stress upon the use of the word .“when” in connection with the expression in the codicil, “when they have married or died, I wish the property to go to Osceola C. Green.” We think the word “when” relates to the time of enjoyment of the estate when Osceola, or the one taking under the will, should enter into the possession and full enjoyment of the estate, and not to the time of the vesting of the remainder. In Pennington v. Pennington, 70 Md. 418, 3 L.R.A. 816, 17 Atl. 329, the words used were “before any person or persons * * * shall have possession or property under this will, he or she * * * shall pay,” etc. The' court, construing this provision, said: “The vesting of the estate under the devises is in no manner dependent upon the-event of the death of the widow. Whether the required payment should be construed to be a condition subsequent, or a¡
The most conclusive reason for not treating this as a contingent remainder is that it could not legally operate as such. It is an ancient rule of the common law that whenever a contingent remainder amounts to a freehold estate, it must be preceded by a vested estate of freehold. The rule is clearly stated in Fearne on Contingent Remainders, vol. 1, 10th ed. 281, as follows: “This rule depends upon the necessity there is for the freehold to pass out of the grantor at the time the remainder is created. If no freehold passes, how is the remainderman to have it ? If it passes at all, it must pass either in the particular estate, or in some remainder limited after it; in a contingent remainder it cannot pass, because such remainder at the time of its creation passeth to or vests in nobody; and if it passes only in some vested remainder limited after the contingent remainder, then is such contingent estate precluded from ever rising at all; for that freehold then becomes vested in possession, which the contingent estate was limited to precede ; and, of course, there is no room left for the introduction of the contingent freehold. It follows therefore that some preceding vested estate of freehold must be limited, to give existence to such a contingent remainder.”
If, as contended by counsel for defendants, this is a contin
To sustain the contention of counsel for defendants would be to deprive the children of Osceola of any participation in the estate, since he died before the surviving life tenant. This is inconsistent with the apparent intent of the mother. While she had given Osceola some land, she had given George much more. Emphasizing the fact in the opening words of the codicil, that she had already provided for George, it seems then to be her intent to provide for the rest of her children. Where this intent is apparent, courts will hesitate to construe a will so as to eliminate the descendants of one from participation in the estate. Goodtitle ex dem. Hayward v. Whitby, 1 Burr. 228, 1 Ld. Kenyon, 506; Doe ex dem. Comberbach v. Perryn, 3 T. R. 484; Taylor v. Mason, 9 Wheat. 325, 6 L. ed. 101; Doe ex dem. Poor v. Considine, 6 Wall. 458, 18 L. ed. 869; Cropley v. Cooper, 19 Wall. 167, 22 L. ed. 109.
The test as to whether this is a vested remainder is easily applied. Did Osceola O. Green have the capacity to take immediate possession at any time the precedent life estate should terminate? Either the death or marriage of the life tenants terminated the precedent estate, and admitted Osceola into full possession and title in fee. “It is the present capacity to take effect in possession, if the precedent estate should determine,
Thus construing the first codicil to the will of Ann Green, the interest devised to Osceola O. Green was a vested remainder, which vested on the death of a testatrix, with a charge or condition attached to pay a specified sum to each of the married daughters who should survive the life tenants. The condition which might have inured to the benefit of George F. Greenland, if not accepted by him, to his sisters in succession, according to their ages, was one that could not inure to their benefit until Osceola declined to accept the conditions imposed upon him under the terms of the codicil. Although he placed of record a solemn declaration of acceptance before the death of the surviving life tenant, this was not necessary to preserve his rights. The conditional rights that might have inured to' George or his sisters were not dependent upon the formal election of Osceola to accept the terms of the codicil, but upon his formal refusal to accept. In Taylor v. Mason, 9 Wheat. 325, 344, 6 L. ed. 101, 106, Chief Justice Marshall said: “The testator then directs, in addition to the change of name, that an oath prescribed in his will shall be taken, and then proceeds, ‘and on his (the person that may have the right) refusing to comply with the above-mentioned terms, to the next male heir, on the same terms.’ The property is, in the first instance, devised to all the male heirs of J. T. M., the oldest to take first. The testator then proceeds to describe the state of things in which the next oldest is to take. That state of things is the refusal of the oldest to comply with the terms annexed to the
The record discloses with convincing clearness that the heirs understood it to have been the intention of Ann Green that Osceola should succeed to the estate unless he refused to accept the conditions imposed in the will. This becomes important when we consider that the children were of mature age at the time of the mother’s death, and must have had knowledge of her wishes in regard to the disposition of her property. It is evidenced by the deeds to Hubbard, made at a time before the property had attained great value, and concurred in by all the heirs, in which it is recited that Osceola O. Green had already elected to accept the terms of the codicil. This was an open public declaration of the understanding that the heirs had of the intent of the testatrix as to the distribution of her property. It should also be remembered that George F. Green was named as executor in his mother’s will, and he, above all, will be presumed to have known ol Vi iiiWl as 'to IV Wie ol eWtion. 11 sV VÜ nek. intended that the right should be exercised at her death, it is inconceivable that George should have acquiesced in the sale to Hubbard, including in his deed the declaration that Osceola had elected to accept under the terms of the will.
The presentation of a deed by Osceola O. Green at a subsequent date by advice of his counsel, to George F. Green and the other heirs, for execution, does not necessarily indicate a failure on the part of Osceola to have elected to accept under the codicil. This deed may have been prepared and presented,
It may be suggested further, as significant of the understanding the children had of the mother’s intention, that George F. Green, recognizing the validity of the will of Osceola C. Green where he devised the interest he had acquired from his mother’s estate, accepted certain devises made to him by his brother, Osceola. It is true that the heirs of George, who are now interested in the outcome of this litigation, have tendered a return of this property to the heirs of Osceola, but that cannot dispense with the evidential effect of the action of George in originally accepting these bequests.
It being true that the interest thus devised to Osceola O. Green was a remainder, of which he became vested at the death of his mother, his title thereto would continue until he formally, or by undoubted implication, declined to accept the conditions imposed by the testatrix. It is not material that he died prior to the surviving life tenant, since this vested interest formed a part of his estate that descended to his heirs and devisees under his will.
The decree is affirmed, with costs, and it is so ordered.
Affirmed.
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- Syllabus
- Remainders; Conditions; Estates; Wins. 1. Vested remainders (or remainders executed, whereby a present interest passes to the party, though to be enjoyed in futuro) are where estate is invariably fixed to remain to a determinate person after the particular estate is spent. 2. Contingent or executory remainders, whereby no present interest passes, are where the estate in remainder is limited to take effect, either to a dubious and uncertain person, or upon a dubious and uncertain event, so that the particular estate may chance to be determined, and the remainder never take effect. 3. The law favors the vesting of estates, and is inclined to treat conditions as subsequent rather than as precedent. 4. If a' condition subsequent be possible at the time of making it, and becomes afterwards impossible to be complied with, by the act of God or the law or the grantor, the estate, having once vested, is not thereby devested, but becomes absolute. 5. Estates will be held to vest at the earliest possible period, unless there be a clear manifestation of the intention of the testator to the contrary. Adverbs of time, such as “when” in a devise of a remainder, are considered to relate merely to the time of the enjoyment of the estate, and not to the time of the vesting of the interest. 6. Whenever a contingent remainder amounts to a freehold estate, it must be preceded by a vested estate of freehold. 7. Where the apparent intent of a testator is to provide for certain of his children, the court will hesitate to so construe his will as to eliminate the descendants of one of them from participation in the estate. 8. It is the present capacity to take effect in possession, if the precedent estate should determine, which distinguishes a vested from a contingent remainder. 9. A testatrix, owning a large tract of land, after devising two small portions of it to her sons, George and Osceola, respectively, with remainder to her other children if either of the sons should die without issue, devised the residue to her four daughters for their support, while they should remain unmarried; and provided that if any. one of them should marry and be left a widow, and destitute of support, she should be entitled to maintenance from the property, “it being my will and object to provide for the helpless of my children;” and also provided that if all the daughters should marry, the residue should be equally divided among the heirs of the testatrix. The son George was named as executor. Thereafter, the testatrix conveyed to George in fee the portion of the tract which she had devised to him. She then made a codicil to her will providing as follows: “Having put my son George F. Green in possession of that portion of land, which I designed for him and my daughters having all married except Maria Devereux and Rebecca Ann Green, all except those two, are excluded from any participation in my property, & when they may have married or died, I wish the property to go to Osceola C. Green, my youngest son, upon Ms paying the sum of one thousand dollars to each one of his sisters who may be at that time alive, — in the event of his not accepting the property, I wish my oldest son George F. Green to have the next choice to take the property on the same terms; — it is my wish should he decline to take the property on the same terms, that the same oiler be made to each of my daughters in the order of their respective ages, that may be living at that time; upon all rejecting it, it is my will that the furniture, House, & land that had been left to my daughters Maria Devereux and Rebecca Ann Green for their lifetime be sold for what it may bring & divided among my heirs generally.” On the death of the testatrix she left surviving her the two sons and the two unmarried daughters, Maria and Rebecca, and four married daughters. Thereafter Osceola sold and conveyed a small portion of the undisposed of land, upon which he and his unmarried sisters were living, to one Hubbard, he and Ms unmarried sisters uniting in the deed; and shortly afterwards the four married daughters and George and his wife executed deeds to Hubbard for the land so purchased, said deeds reciting “that whereas the said Osceola C. Green has elected to take said real estate upon the terms of said will, and he and the said Maria Devereux and Rebecca A. Green have agreed to sell the real estate hereinafter described to the said Gertrude M. Hubbard.” Following the sale to Hubbard, Osceola paid his unmarried sisters each $1,000, and placed on record a formal declaration in which he expressly elected to accept under the terms of his mother’s- will. Thereafter, he sold a large part of the tract remaining unsold for $153,000, the deed of conveyance being executed by himself and his two unmarried sisters. By arrangement with them he set aside $150,000 to bo held as a special fund, from which they were to receive the income during their lives and the life of the survivor. Osceola died, leaving a will making bequests to his sisters and his brother, George, and providing for his daughter and certain heirs of his mother, George being the largest beneficiary. The legacies to George were paid him by the executors and trustees namd in Osceola’s will, but after the death of George his heirs offered to return them, which offer was declined. Before Ms death, George notified Ms surviving sisters that he had elected to take the estate under the provisions of Ms mother’s will, and tendered himself ready to pay each one of them $1,000 as provided therein. The executors and trustees under Osceola’s will filed a bill in equity for instructions as to the distribution of the $150,000, and for a decree declaring that they held the unsold portion of the tract as part of the estate of Osceola. The heirs of George, who were made defendants, answered claiming the $150,000 and the land so remaining unsold. It was held, affirming a decree of the lower court: (1) That Osceola took a vested, and not a contingent, remainder, which was not affected by the annexed condition requiring him to pay each of his surviving sisters $1,000 upon the death of the life tenants; (2) that such condition was discharged by the payment of said sum in advance by Osceola, his acts having shown an acceptance by him of the condition; and (3) that the vested interest which Osceola took formed a part of his estate and passed under his will.