Tidball v. Lupton
Tidball v. Lupton
Opinion of the Court
Jpril 17. The judges delivered the following opinions.
I shall first consider what estate Hannah Lupton took under the clause, devising the land “ to her and to the “ heirs of her body, and to them and their heirs and as- « signs forever,” independently of the clause, «that if she “ should decease not having any lawful heirs of her body,” then to David Lupton, and as if this latter clause was not in the will. I shall next consider, what effect that clause will have.
That the word heirs, as well as issue, may be construed a word of purchase, as descriptive of the persons to take, if that shall appear to be the intention of the testator, and is not necessarily a word of limitation, appears to me to be settled law. This has been settled in England in many cases, of which Archer’s case,
This intention is sometimes manifested by superadding words of inheritance or limitation to the word heirs, so as to shew that they were to be a new stock, or terminus a quo, the inheritance was to descend 5 sometimes the intention has been manifested by other provisions and expressions in the will, equally going to shew, that the legal operation of the word heirs, as a word of limitation, is controlled, and converted into a word of purchase 5 the intention being that they shall take as purchasers, not in the course of descent.
There is nothing illegal or contrary to the rules of law', in such intention. The only questions are, whether the persons intended to take are sufficiently described ? And can they, as purchasers, take what it was intended they should take ?
This, I believe, is the first case, except that of Boy and Garnet, which has come before this court, in which the construction has arisen from words of limitation being superadded to the word heirs.
In that case, the testator devised the land, “ to his son ic James for and during his natural life, remainder in trust “ for the use of the first and every other son of his son ** James, who shall survive him, in tail male, equally to be divided.” It is clear, from the opinion expressed by. the president of the court, that had the will stopped here, the life estate of James would not have been enlarged, and that the surviving sons not only might, but would, necessarily, take as purchasers, not in succession, but as tenants in common. But the will did not stop here. It is further provided, “ but if my son James should die with-<c out male issue, then I give to Moscoe, &c.” It was contended, that the words male issue must be construed such
Such was the opinion of the president and some of the other judges. But there being some doubts with some of the other judges, they all concurred finally in a decision, on the ground of the trust created by the will.
In the case before us, it is true that the devise to Hannah is not expressly for life, and no longer$ but there are expressions in the will, such as « that she may occupy, possess and enjoy,” &c. which go to shew, that he did not consider her as taking a larger estate ; but she will take a fee tail by the clause now under consideration, unless the words heirs of her body are to be construed as meaning such persons as, at the time of her death, were issue of her body, and being so, were intended to take in fee. If this was the intention of the testator, then she only took for life. If this was not his intention in this clause, what was it ?
He did not intend, that she should take a fee simple ; otherwise, he would have given it to her, in the same way in which he gave a fee to his other children.
Did he intend to give her, in explicit terms, a fee tail ? That can hardly be presumed •, because he most probably
Taking this clause as the only one in the will, and supposing that there was no other, in relation to this subject, I would feel much safer in putting this construction on it, than that which would consider it an estate tail in Han - nah. i
But there is another clause, which, I will admit, (if ah the heirs of the body are not provided for, in that which I have just considered,) must, as in the case of Roy and Garnet, shew an intention, which, because it cannot be effected out by construing the estate in Hannah to be one in tail, must, for that reason, so enlarge it, although the effect of that must be totally to defeat the will. This di
But the issue are all provided for by the first clause, according to my construction; nay better provided for, as they are to take in fee. It is not necessary, therefore, to enlarge the estate in Hannah, which would have the effect of cutting down this fee simple in the issue, if estates tail were permitted here, in order to provide for the whole issue of the body. It is true, grandchildren may take per capita ; but the testator had a right to do this. The provision may be a little greater to them ; but shall we say that these after-words were intended to destroy the fee in the issue, and that they should stand merely as issue in tail | and that too in a country where there is no such estate known in the law ?
If I am right in my exposition of the first clause, I can. only expound this second as meaning, « if at the death of “ my daughter Hannah, there is no such person in being “ as I have above described, then the estate is to go to my ** son, David Lupton.”
For what purpose shall we expound these words as meaning any thing more ? The two clauses ought to stand together if they can do so, giving each a reasonable interpretation. The first clause either gave an estate tail, or it did not. If it did, then it is not necessary to resort to the second in order to give it. If it did not, then is there any ulterior provision or intention in the second clause, to effect w hich it is imperiously necessary to give it such operation as to destroy the meaning of the first ü I can see none. On the contrary, to. convert the estate into a tail is entirely to defeat the intention, supposing it to be either the one or the other.
For these reasons, as at present advised, I cannot concur in reversing the judgment. If my opinion was to have the effect of affirming it, I might take more time to satisfy myself on the subject. But, as this is perhaps the
In England, the estate is enlarged in order to effect the intention, and that the fee may go as near as may be, according to that intention. Here we enlarge it, because the after words can receive no other fair construction; and as they cannot be rejected, we must suppose the testator intended an estate, which cannot exist, according to our laws, and that the intention therefore must be defeated, not by the court, but by the law. Where, however, we can give both clauses a reasonable interpretation, so that both can stand and have effect, 1 think we ought to do so.
Judge Brooke, was of opinion, that the judgment of the superior court ought to be reversed.
The construction in this case depends upon two clauses in the will of Joseph Lupton, dated the 9th of March, 1791. By the first of those clauses, he devises the premises in question to Ms daughter “ Hannah Lupton and to cl her and the heirs of her body, and to them and their « heirs and assigns forever.” These expressions “ and to her,” and “ to them,” while they are awkward expressions, are mere pleonasms in language. They express nothing more than the clause imported without them. This is evident, not only from a mere reading of the clause itself, but also from observing that the same form of expression is used in most of the other devises in the will, and in which an estate of inheritance in the first taker, was clearly intended. The first expressionsu and to her,"
But in the case before ns, there'are no words importing that the heirs were not to take in succession. On the contrary, the next clause clearly manifests that idea in the most explicit terms. Again; there is nothing in this will, like the one just mentioned, whereby, by construing the words in their natural and ordinary sense, the intention of the testator would be frustrated. I do not see that that effect could be any how produced, by referring to our act of descents, if we were at liberty to do so. But we have not that liberty. We are confined in our construction, in this particular, both by the terms of the acts of 177G and 1785, and by the decisions of this court, upon them. All these have referred to the lex temporis, on this subject, and have adopted it as the rule. They have adopted the law on this subject, as it stood in the year 1776.
If any support was wanting to this construction, from the English cases, it may readily be found. One case which is more than in point, is found in Morris vs. Gray,
On the first clause in this will, therefore, standing singly, I should be clearly of opinion, that Hannah Lupton took an estate tail in the land in question ; but that construction is put beyond all doubt by the clause last mentioned. The result of which is that, in my opinion, the judgment before us must beJreversed, and entered for (he appellant. Judgment reversed.
Judge Cabell was absent.
2 Co. 66.
2 Burr. 1100.
4 Burr. 2579.
2 Stra. 729.
2 Atk. 246,577.
5 Mun. 212.
2 Burr. 1102.
3 Call, 342.
Ib. 354.
1 H. and M. 559.
5 Mun. 467.
2 Mun. 263.
Cited in 2 Burr. 1102.
p. 119.
Reference
- Full Case Name
- Tidball against Lupton
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