Patch v. White
Opinion of the Court
delivered the opinion of the court.
Ejectment for two undivided thirds of a lot of land in Wash- ' ington City, known on the plats and ground plan of the city as lot No. 3, square 406, fronting 50 feet on E Street north: plea, not guilty. The plaintiff, John Patch, now plaintiff in
The testator, at the time of making his will, and at his death, had living a wife, Ann Sophia, an infant son, James, a mother, Dorcas Walker, three brothers, John, Lewis, and Henry (the latter being only eleven years old), and three sisters, Margaret Peck, Louisa Ballard, and Sarah McCallion, and no other near relations, and all of these are provided for in his will, if the change of description of the lot given to Henry is admissible; otherwise Henry is unprovided for, except in a residuary' bequest of personal property in connection with others. The following are the material clauses of the will. After expressing the ordinary wishes and hopes with regard to the disposal of his body and a future life, the testator adds : “ And touching worldly estate, wherewith it has pleased Almighty God to bless me in this life, I give, devise, and dispose of the same in the following manner and form.” He then gives and bequeaths to his wife one-third of all his personal estate, forever, and the use of one-third of his real estate for life, remainder to his infant son, James. He then proceeds : “ I bequeath and give to my dear and affectionate mother, Dorcas Walker, forever, all of lot numbered seven, in square one hundred and six, as
“ I bequeath and give to my dearly-beloved brother, John Walker, forever, all of lot numbered six, in square one hundred and six, with the two-story brick house, back building, and all appurtenances thereto belonging.
“ I bequeath and give to my dearly-beloved brother, Lewis Walker, forever, lots twenty-three, twenty-four,- and twenty-five, .iq square numbered one hundred and six, together with a two-story brick building, with a basement story back building, and all appurtenances thereto belonging and erected on one or more of said lots.
“ I bequeath and give to my dearly-beloved brother, Henry 'Walker, forever, lot numbered six, in square four hundred and three, together with the improvements thereon erected and appurtenances thereto belonging.”
Then, after giving to his three sisters, and his infant son, respectively, other specific lots with houses thereon, he proceeds as follows:
“I also bequeath and give to my infant son, James Walker, forever, the balance of my real estate believed to be and to consist in lots numbered six, eight, and nine, with a house, part brick and part frame, erected on one of said lots, in square one hundred and sixteen; lots thirty-one, thirty-two, and thirty-three, in square numbered one hundred and forty, and a slaughter-house erected on one of said lots; lots numbered eight and eleven, in square numbered two hundred and fifty; and lot numbered' twenty-eight, in square numbered one hundred and seven; and further, I bequeath and give to my infant son, James Walker, one thousand dollars, to be paid out of my personal estate, and applied at the discretion of his guardian hereinafter appointed, for the education of iny son, James Walker.” He then adds:
“ The balance of my personal estate, whatever it may be, I desire shall be equally divided between my mother, Dorcas Walker, my sister, Sarah McCallion, and my brothers, John, Lewis and Henry Walker.”
1. That the testator intended to dispose of all his estate.
2. That he believed he had disposed of it all in the clauses prior to the residuary clause, except the specific lots thereby given to his son.
3. That which he gave to his "brother, Henry, lot number 6, in square 403, he .believed pe was giving him one of his own lots. -On general principles, he would not have given him a lot which he did not own; and he expressly says, “ touching worldly estate, wherewith- it has pleased Almighty God to bless me in this life, I give, devise, and dispose of the same in following manner.”
4. That he intended to give a lot with improvements thereon erected.
Now, the parol, evidence discloses the fact, that there was an evident misdescription of the lot intended to be devised. It shows, first, as before stated, that the testator, at the time of making his will, and at the time of his death, did not, and never did, own lot 6, hr square 403,. but did own lot 3, in square 406; secondly, that the former lot had no improvements on it at all, and was located on Ninth Street, between I .and K Streets, whilst the latter, which he did own was located on E Street, between Eighth and Ninth Streets, and had a dwelling house on it, and was occupied Toy the testator’s tenants — a circumstance which precludes the idea that he could have overlooked it.
It seems to us that this evidence, taken in connection with the whole tenor of the will, amounts' to demonstration as, to which lot was in the testator’s mind. It raises a latent ambiguity. The question is one of identification between two lots, to determine which was .in the testator’s mind, whether lot 3, square 406, which he owned, and which had improvements erected thereon, and thus corresponded with the implications of the will, and with part of the description of the lot, and rendered the devise effective; or lot 6, square 403, which he did not own, which had no improvements thereon,' and which rendered the devise ineffective.
It is to. be borne in mind that all the other property of the
It is undoubtedly the general rule, that the maxim just quoted is confined in its application to cases where there is sufficient in the will to identify the subject intended to be devised, independently of the false description, so that the devise would be effectual without it. But why should it not apply in every case where the extrinsic facts disclosed make it a jnatter of demonstrative certainty that an error has crept into the description, and what that error is ? • Of course, the contents of the will, read in the light of the surrounding circumstances, must lead up to and demand such correction to be made.
The rule is very distinctly laid down by Sir James Wigram, who says: “ A description, though false in part, may, with reference to extrinsic circumstances, be absolutely certain, or at least sufficiently so to enable a court to identify the subject intended; as where a false description is superadded to one which by itself would have b.een correct. Thus, if a testator devise* his black horse, having only a white one, or devise his freehold houses, having only leasehold houses, the white horse in the one case and the leasehold .houses in the other would clearly pass. In these cases the substance of the subject intended is certain, and if there is but one such substance, the superadded description, though false, introduces no ambiguity, .and, as by the supposition the rejected words are inapplicable to any subject, the court does not alter, vary, or add to the effect of the will by rejecting them.”' Wigram on Extrinsic Evidence, 53. Of course when the author speaks of the rejected words as being “ inapplicable to any subject,” he means inapplicable because the subject is not in existence, or does not belong to the testator.
The case of the Roman Catholic Orphan Asylum v. Emmons, 3 Bradford, 144, which arose before the Surrogate of New York, well illustrates the application of the rule. There a testatrix bequeathed her shares of the Mechanics’ Bank stock to the Orphan Asylum. She had no bank stock except ten shares of the City Bank. Surrogate Bradford, in a learned opinion, held that the word “Mechanics” must be rejected as inappli
Chief Justice Marshall, in Finlay v. King's Lessee, 3 Pet. 346, 377, lays down the general rule that underlies all others. “The intent of the testator,” says he, “is the cardinal rule in the construction of wills; and if that intent can be clearly perceived, and is not contrary to some positive rule of law, it must prevail; although in giving effect to it some words should be rejected, or so restrained in their application, as materially to change the literal meaning of the particular sentence.”
But it is not our intention to review or classify the decisions. They are legion. The intrinsic difficulty of stating the rule as applicable to all cases is such as to make it presumptuous in any one to attempt to chain it down and fix it in the form of a verbal definition. Sufficient appears from the authorities already quoted to show that, whilst no bill in equity lies to reform a will, because its author is dead, and his intent can only be known from the language he has used, when applied to the circumstances by which he was surrounded, yet. a careful study of that language and of those circumstances will generally disclose any inadvertency or mistake in the description of persons or things, and the manner in which it should be corrected, without adding anything to the testator’s language, and thereby making a different will from that left by him. We will only quote further, an observation .of Chief Justice Thompson, of -New York, in Jackson v. Sill, 11 Johns. 201, which is very pertinent to the present discussion. In. that case the court rejected the extrinsic evidence offered to remove a supposed latent ambiguity in a will, for the very good reason that it appeared, on examination, that no ambiguity existed. -But the Chief Justice justly said: “It is undoubtedly a correct rule in the construction of wills, to look at the whole will for ,the purpose of ascertaining the intention of the testator in any particular part, where such part is ambiguous. But where the
In view of the principles announced in these authorities, the case under consideration does not require any enlargement of the rule ordinarily laid down, namely, the rule which requires in, the will itself sufficient to identify the subject of the gift, after striking out the false description. The will, on its face, taking it altogether, with the clear implications of the context, and without the misleading words, “ six ” and “ three,” devises to the testator’s brother, Henry, in substance as follows: “ I bequeath and give to my dearly beloved brother, Henry Walker, forever, lot number — , in square four hundred and —•, together with the improvements thereon erected and appurtenances thereto belonging — being a lot which belongs to me, and not specifically devised to any other person in this my will.” In view'of what has already been-said there cannot be a doubt of the identity of the lot thus devised. It is identified by its ownership, by its having improvements on it, by its being in a square the number of which commenced with four hundred, and by its being the only lot belonging to the testator which he did not otherwise dispose of. By merely striking'out the words “six” and “three” from the description of the will, as not applicable (unless interchanged) to any lot which the testator owned; or instead of striking them out, supposing them to have been blurred by accident so as to be illegible, the residue of the description, in view of the context, so exactly applies to the lot in question, that we have no hesitation in saying that it was lawfully devised to Henry Walker.
The judgment is reversed, amd the cause remanded, with directions to award a new trial.
Dissenting Opinion
dissenting.
Mr. Justice Matthews, Mr. Justice Gray, Mr. Justice Blatch
Tbe suit was an action of ejectment in which tbe will was offered in evidence to prove tbe plaintiff’s title. Tbe property in controversy was lot three, in square four' hundred and six, in tbe city of Washington. Tbe plaintiff claimed under a devise of lot six, in square four hundred and three. Tbe devise1 was as follows.: “ I bequeath to my dearly beloved brother, Henry Walker, forever, lot numbered six, in square four hundred and three, together "with the improvements therfeon erected and the appurtenances thereto belonging.” The de-' vise does not describe the property sued for. Extrinsic evidence to aid the devise was offered by the plaintiff, who insisted that it was admissible for the purpose of removing a latent ambiguity.
Latent ambiguities are of two kinds: first, where the description .of the devisee or the property devised is clear upon the face of the will, but it turns out that there are more than one estate or more than one person to which the description applies ; and, second, where the devisee or the property devised is imperfectly, or in some respects erroneously, described, so .as .to leave it doubtful what-person or property is meant.-
It is clear that if there is any ambiguity in the devise under ■consideration it belongs to the latter class. But there is no ambiguity. The devise describes the premises as lot six, in square four hundred and three. It is conceded that there is such a lot and square in the city of Washington, and but one; and it is not open to question what precise parcel of land this language of the devise points out. It clearly, and without uncertainty, designates a lot on 9th street, between I and K streets, well known on the map of the city of Washington, whose metes and bounds and area • are definitely fixed and platted and recorded. The map referred to was approved by President Washington in 1792, and recorded in 1194. Thousands of copies of it have been engraved and printed. All conveyances of real estate in the city made 'since it was put on record refer to it; it is one of the muniments of title to all the public and private real estate in the city of Washington, and
Nor is any ambiguity introduced into the description by the Avords “with the improvements thereon erected and the appurtenances thereto belonging,” or by the testimony which was offered to prove that at the date of the will and of the death of the testator the lot described in the devise was unimproved. It is plain that the words “improvements thereon erected ” were a conveyancer’s phrase of the same nature as the words which immediately followed them, namely, “ and the appurtenances thereto belonging,” and the whole phrase is simply equivalent to the words “ with the improvements and appurtenances.” The words “with the improvements thereon .erected ” were not intended as a part of the description of the premises, which had already been fully and accurately described, but were used, perhaps, as a matter-of habit, or perhaps out of abundant but unnecessary caution, to include in the grant improvements that might be put upon the premises between the date of the testator’s will' and the date when it took effect, ■namely, at his death. The phrase is one not commonly used to identify .the premises, and was not so used in this devise. There is persuasive evidence of this in the will. For in eight other devises of realty the testator particularly describes the character of the improvements. Thus, in the devise to his brother, John Walker, the improvements are described 'as a “ two-story brick house, back building; ” in the devise to Lewis Walker as “a two-story brick building, with a basement story back building; ” in the devise to Margaret Peck of four lots, as “ a two-story frame house erected on lot 27 ” ; in the devise to Louisa Ballard, as a “ three-story brick house ”; in the devise to Sarah McCallion, as a “ frame house; ” in the devise to James Walker of two' lots, as “two two-story brick houses”; and in the residuary devise to James Walker of the testator’s real estate as “ a house part brick and part frame,” and “ a slaughter-house.” There is no proof that any of the other real estate mentioned in the will was improved. There is, there
But even if the words under discussion were used to carry the idea that the property mentioned in the devise' was improved. and it turned out to be unimproved, these facts would not make the description ambiguous or uncertain. For it is a settled rule of construction, that if there be first a certain, description of premises, and afterwards another description in general terms, the particular description controls the general. Thus, in Goodtitle v. Southern, 1 M. & S. 299, it was held that by a devise of “ all my farm called Trogues-farm, nowin the oc- ' eupation of C.,” the whole farm passed though- it was not all in C.’s occupation. See also Miller v. Travers, 8 Bing. 244; Goodright v. Pears, 11 East, 58.
Another cognate rule, well settled in the law, is. also applicable here, and that is that where there is a sufficient description of premises, a subsequent erroneous addition will not vitiate the' description, and we may reject a false demonstration. Doe v. Galloway, 5 B. & Ad. 43; Law v. Hempstead, 10 Conn. 23; Bass v. Mitchell, 22 Texas, 285; Peck v. Mallams, 10 N. Y. 509, 532; Abbott v. Abbott, 53 Maine, 356, 360; Doane v. Wilcutt, 16 Gray, 368, 371; Jones v. Robinson, 78 N. C, 396; 3 Washburn on Real Property, 629.
Upon these established rules, as well as upon the general sense and practice of mankind, it is beyond controversy that a lot' described in the words used in' the devise' in question would pass either by will or deed, though it should turn out that the lot was unimproved. The description is as particular and precise as' if the metes and bounds, the area, and the street on which the lot was situated, and every other particular of size , and situation, had been given. The identity of the lot is settled beyond question. Upon the authorities cited the description is not rendered ambiguous or uncertain by the use of the general words “ with the improvements erected thereon,” even though there be no improvements. It follows that the description of the premises in controversy, contained in the devise, was good and sufficient, and upon well settled rules of law,- free from doubt or ambiguity.
If there is any proposition settled in the law of wills, it is, that extrinsic evidence is inadmissible to show the intention of the testator, unless it be necessary to explain a latent ambiguity ; and a mere mistake is' not a latent ambiguity. Where there is no latent ambiguity there no extrinsic evidence can be received. ' The following cases support this proposition:-
In Miller v. Travers, 8 Bing. 244, Tindal, Chief Justice of the Common Pleas, and Lyndhurst, Chief Baron of the Exchequer, were called in to assist Brougham, Lord Chancellor. Their joint opinion was delivered by Tindal, Chief Justice. The case was this : The testator devised all his freehold and real estate in the county of Limerick and city of Limerick.
So in Box v. Barrett, Law Rep. 3 Eq. 244, 249, Lord Romilly, Master of the Rolls, said: “because the testator has made a mistake you cannot afterwards remodel the will and • make it that which you suppose h^ intended, and as he would have drawn it if he had known the incorrectness of his supposition.”
In Jackson v. Sill, 11 Johns. 201, 212, which was an action of ejectment, the defendant claimed under the following devise to the testator’s wife: “ I also give to my said beloved wife the farm which I now occupy, together with the whole crops,” &c. In a subsequent .part of his will the testator mentioned said premises as his lands. It turned out that the premises in controversy were, at the time the will was made, and at the death of the testator, in the possession of one Salisbury under a lease' for seven .years! The plaintiff offered testimony to show that the testator intended to devise the premises as a part of the farm which he occupied himself and of which he died possessed. Chief Justice Thompson, afterwards a Justice of this court, in delivering judgment, said :■ “ I think it unnecessary to notice particularly the evidence offered; for it is obvious that, if it was competent, especially that of Mr. Yan Yechten, it would
In Tucker v. Seaman’s Aid Society, 7 Met. (Mass.) 188, the testator gave a legacy to the “ Seaman’s Aid Society in the City of Boston,” which was the correct name of the society. The legacy was claimed, however, by another society called the Seaman’s Friend Society. Chief Justice Shaw, in stating the case, said : “ It is also, we think, well proved by the circumstances which preceded and attended the execution of the will, as shown by extrinsic evidence, that it was the intention of the testator to make the bequest in question to the ‘ Seaman’s Friend Society,’ and at the time of the execution of the will he believed he had done so“that the testator was led into this mistake by erroneous information honestly given to him by Mr. Baker who drew his will; ” “ that the testator acted on this erroneous information — erroneous as to his real purpose, as it now appears by the evidence — and made the bequest to. the Seaman’s Aid Society by their precise name and designation.” The court, therefore, held that there was simply a mistake and no latent ambiguity, and that extrinsic evidence was inadmissible.
It is unnecessary to extend this opinion by other extracts from the adjudged cases. The quotations we have made are from masters of'the law.. The following additional authorities will be found to sustain the proposition we have stated: Cheyney’s Case, 5 Rep. 68; Doe v. Oxenden, 3 Taunt. 147; Smith v. Maitland, 1 Ves. Jr. 362; Chambers v. Minchin, 4 Ves. 675, and note; Doe v. Westlake, 4 B. & Ald. 57; Newburgh v. New
Our conclusion is, therefore, that, as the evidence offered and rejected was for the purpose of explaining a latent ambiguity when there was no ambiguity, either latent or patent, it was properly rejected.
The opinion of the court in this case allows, what seems to us to be an unambiguous devise, to be amended by striking out a sufficient description of the premises devised, and the blank thus made to be' filled by ingenious conjectures based on extrinsic evidence1. This is in the face of the statute of frauds in force in the District of Columbia, where the premises. in controversy are situate. Fifty years after the unequivocal devise in question, as written and executed by the testator, had, as required by law, been placed upon the records of the District for the information of subsequent purchasers and incumbrancers, it is allowed to be erased, and, by argument and inference, a new one substituted in its place. This is not construing the will of the testator ; it is making a will for him.
The decision of the court subjects the title of real estate to all the chances, the uncertainty, and the fraud attending the admission of parol testimony, in order to give effect to what the court thinks was the intention of the testator, but which .he failed to express in the manner required by law.
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- A-latent ambiguity in a will, which maybe removed by extrinsic evidence, may arise : (1) Either when it names a person as the object of a gift, or a thing as the subject of it, and there are two persons or things that answer such name or description: or (2), when the will contains a misdescription of the object or subject, as where there is no such person or thing in existence; or, if in existence, the person is not the one intended, or the thing does not belong to the testator. When a careful study of the testator’s language, applied to the circumstances by which he was surrounded, discloses an inadvertency or mistake in a description of persons or things in a will, which can be corrected without adding to the testator’s language, and thus making a different will from that left by, him, the correction should be made. A made a will, in which, after saying “and touching [my] worldly estate,” “ I give, devise and dispose of the same in the following’ manner,” he devised certain specific lots with the buildings thereon, respectively, to each of his near relations, and, amongst others,'to his brother H a lot described . as “lot numbered 6, in square 403, together with the improvements thereon erected.” He then devised to his infant son as follows : “the balance of my real estate, believed to be and to consist in lots numbered six, eight and nine, &c.,” describing a number of lots, but not describing lot No. 3, in square 406, hereafter mentioned : Held, (1) That the testator intended to dispose of all his real estate, and thought he had done so ; (2) That in the devise to H he believed he was giving him one of his own lots ; (3) That evidence might properly be received to show that the testátor did not, and ■ ’ never did, own lot No. 6, in square 403, which had no improvements thereon ; but did own lot No. 3, in square 406, which had a house thereon, occupied by his tenants ; and that this raised a'latent ambiguity ; and that this evidence, taken in connection with the context of the will, was sufficient to show that there was an error in the description, and that the lot really devised was lot No. 3, in square 406.