Bells v. Gillespie
Bells v. Gillespie
Opinion of the Court
The Judges delivered their opinions.
This is an action of ejectment. The jury have found a special verdict, of which the following abstract contains the material facts in the cause. On the 3d of March, 1787, George Bell made and published his will in due form, and died in the same year. He had (as appears from the will) a son and daughter by a former wife, and five sons by the second. To the children by the first wife, ho gives some trifling articles of personal property He lends to his wife, during life or widowhood, a tract of land particularly described, and some personal property. To his son George, he gives a tract of land, he paying to his younger brothers 30/. a piece, as they arrive at age. To his sons Nathan, ¿Ishley and ¿Inthony. he gives the balance of his land, to he equally divided among them. To these devises, there are no words of inheritance superadded; but it may be plainly collected from the will, that the testator meant to give them the fee. Then comes the clause on which this case depends. “I give and bequeath unto my son Pleasants the land which I lent to my wife before mentioned, containing one hundred and fifty acres, to him and his heirs, after the decease of my widow, or sooner if she marries, as before provided; and further my will is, that if either of my said sons, to whom I have bequeathed lands, should die without lawful issue, that the part allotted them be equally divided among the surviving brothers, children of my last wife.”
In 1804, the widow' and Pleasants sold and conveyed the land to the defendant. In 1805, Pleasants died, without marriage or issue, and the widow in 1815. The plaintiffs are the surviving brothers by the last wife. The Court below decided the matters in law arising on the ver
The question is, what estate did P. Bell take in the land ? Was it a fee simple, with an executory devise over to the surviving brothers ? Or, was it an estate tail, enlarged by our statute into a fee ?
} Executory devises are a mere indulgence granted to men’s wills, lest the intention of the testator should be wholly defeated, and are only I’esorted to when the limitation can in no other way be sustained. Hence the rule laid down by Lord Hale in Purefoy v. Rogers, 2 Lev. 39, that a limitation, which by possibility may take effect as a contingent remainder, shall never be construed an executory devise. As executory devises tend to a perpetuity, the policy of the law has restricted them to a reasonable time; which has been settled to be a life or lives in being, and twenty-one years after. Unless they are so limited that the event on which they depend must happen within this period, they are void in their creation. Thus, a devise to A. and his heirs, and if he die without issue living at his death, then to B and his heirs, is an estate in fee to A. with an executory devise to Band the devise to B. is good, because the event which determines its existence or non-existence, is B’s death. So, if in any other way, it appear by “fair demonstration,” that the testator intended to limit the dying without issue to the period established by law, the executory devise will be valid. But, a devise to A. and his heirs, and if he die without issue, to B. and his heirs, can vest no estate in B. by way of executory devise; because, coming after the estate tail in A. it may take effect as a remainder; and even if this objection did not exist, it would be void as an executory devise; because, being limited after an indefinite failure of issue, it is too remote. In England, estates tail may be destroyed by fine and recovery; with us, by statute. In jjaither case, the remainder falls with the particular estate .which supported it. But if, instead of a remainder de
In our case, after giving each son a fee simple in his land, the testator says, si My will is, if either of my sonr, should die without lawful issue, that the part allotted them be equally divided among the surviving brothers, children of my last wife.” What did he mean ? Did he look to a definite, or indefinite failure of issue in the first takers ? It seems to me clear, that he meant that the land given to each son should be enjoyed by tho family of that son, so long as any branch of it remained; and that whenever it failed, the land should go over. That he meant the, issue of the first taker to enjoy tho land, so long as they larded, is directly and positively declared. Why should he fix an earlier period, than the failure of this issue, as the epoch at which the second limitation should be determined? l\ Bell and his immediate family, were the first objects of his bounty, his other sons and their families, the second. Why should he fix the period of Pleasunts’ death, as the moment at which, if his brothers could not take his estate, they never should take ? Suppose P. Bell had loft a child at his death, and that child bad died the day or the hour after him. Did the testator mean, in such a case, that his other sons should have no part of, or interest in, P. Bell’s land ? I can neither feel nor understand the motive, which could prompt a father to this. Why he should postpone the interests of his other sons to the failure of tho issue of P~ Bell, I can clearly sec-; but, 1 cannot perceive why ¡•¡me should be so important with him, as that he should say to his other sons, “ though it is uiy will that you have the land of P. Bell if he has no child at his death, yet if he leave a child, you shall not have it, though that child die the next hour.” If he had had this idea in his mind,
It is insisted, however, that express words are not necessary to tie up the failure to the death; that any words which make the intention clear are sufficient; and that those used here, leave no doubt of the testator’s meaning. The words are, that the part of the son dying without issue ££ be equally divided among the surviving brofhers, children of my last wife.” Great reliance was placed on the words “surviving brothers;” but the word survivor, is not a word of limitation. Dying without issue, have been long settled as words of limitation, giving an estate tail. The (question is, do these words, surviving brothers, indicate so strong an intention to tie up the failure of issue to the death of the first taker, as to prevent the words dying without issue, from having their settled meaning and effect ? There are numerous cases upon this subject. I shall not attempt to cite them all; nor to reconcile them with each other. I will state a few to shew the ground on which I rest, in thinking that the words surviving brothers have not the effect contended for.
Chadock v. Cowley, Cro. Jac. 695, decided four years after Pells v. Brown, and by three of the same Judges. The testator devised all his lands in B to Thomas, his son, and all his lands in E. to F. his son; and added, Item, I will that the survivor of them shall be heir to the other, if either die without issue.” Held by all the Judges (absenté Lea, C. J.) that it was an estate tail in Thomas.
In Hope v. Taylor, 1 Burr. 268, R. S. devised to J. W. his sister’s eldest son, his house in the brook with the out buildings and 30l.; to his nephew R. T. 50l.; to his nephews C. T, R. T., W. 71, 29 acres of arable and meadow land, &c.; then to FV. T. his sister’s son, the house in question, and gives him also 10l.; to his brother-in-law, W. T. 5l.; and declares his will and meaning to be, that
In Roe v. Scott & Smart, decided in C. P. 27th George 3d, 2 Fearne, 209; testator devised certain lands to his son James, to him, his heirs and assigns for ever; other lands to his son John, to hold to him, his heirs ami assigns for ever; other lands to his son Thomas, to hold to him and his heirs and assigns for ever; and after charging the land of Thomas with an annuity, added, that his will and mind was. that if either of his three sons should depart this life without issue of his or their bodies, then the estate or estates of such sons should go to the survivors or survivor¡ and if all his said sons should happen to die without such issue, then he devised all the said premises to his four daughters, their heirs and assigns for ever. Held, that the sons took estates tail. It would be difficult to distinguish this case from the one before us. They are alike in all their- branches; the fee given to the three sons: then if either die without issue, his estate to the survivor or survivors. If it be objected, that the. word estate here ope, rates to carry the fee to the second taker; I will shew presently that our caso has this feature also.
In Barlow v. Salter, 17 Ves. 479, the devise was in these words: "All my estate, real and personal, to my daughter, M. V, to her and her heirs, and half the navigation money for her natural life; and in case she dies without, issue, all to be divided between my four nephews ami nieces, N., W., C. and Eg C’s part only for life, and her part to be divided between the survivors.” The hill war. filed by one of the nephews again,si, the daughter, praying
Let us come now nearer home, and examine some of the decisions of this Court. If I mistake not, we shall find that they settle this question even more conclusively than the English cases.
Carter v. Tyler, 1 Call, 143. Will made in 1759. “ My will is, that my son W. C have all my lands” (describing a particular tract,) “to him and his heirs lawfully begotten, for ever, &c. I give to tpy son J. C. all the remaining part of my land,” fee. (describing the tract,) “to him and his heirs lawfully begotten, for ever; and if either of my sons should die without issue, my will is that the whole
Lei us examine for a moment the points of resemblance between this case, and the one at bar. I think we shall find, that it contains much stronger evidence than ours, of an intention to tie up the failure of issue to the death of the sons. 1st. If one of them die without issue, the whole goes to the survivor, without any words of inheritance .superadded. 2d. If both die without issue, then, after my wife’s death, the lands to bo sold. Here is a provision which shews that he thought the event he was contemplating, (the death of his sons without issue,) might occur in the life of their mother; strong to evince that it was not an indefinite failure of issue. But, this is net all. Ui- The lands were to be sold, and the monies thereon to be £e equally divided among my daughters then living and their heirs.55 When living? Why, living at the death of the sobs without issue, asd of the mother. If she
The next case is that of Hill v. Burrow, 3 Call, 342, decided in 1803. The contest was renewed upon the old battle ground; whether it was an estate tail, or a fee with an executory devise limited upon it. The intention of the testator, and its decisive weight in the construction of wills, were strongly pressed; and Porter v. Bradley, Roe v. Jeffery, and that whole class of cases brought before the Court. They were again unanimous in their decision, that it was an estate tail. Judge Lyojss has the following sound and pertinent remarks.* “ It is to no purpose to be arguing about the intention, unless the words will authorise a restricted construction; for, mere intention cannot prevail against a settled rule of interpretation, which has fixed an appropriate sense to particular words; because, when the sense is once imposed, they, become the indicia of the testator’s mind, until the contrary is shewn by countervailing expressions. It is better that it should be so too; for, the law ought to be certain; and where the rule is once laid down, it should be adhered to. Otherwise, what is called liberality at the bar, will degenerate into arbitrary discretion, and all depends upon the will of the Judge.” He adds, “An infringement of the rule, instead of supporting the Legislative intention, would go directly to defeat it; and would tend, under the notion of executory devises, to introduce that very clog to alienation, which the statute meant to abolish.”
The case of Tate v. Tally, 3 Call, 354, followed soon after. The words of the devise were nearly the same;
Next comes the case of Eldridge v. Fisher, 1 Hen. & Munf. 559. Will in 1784. Devise of laud and personal estate to his son and his heirs, and if he die without lawful heirs, to the grand-son of the testator. Tho counsel for the grand-son, in whose favor the Court below had do-«sided, said that after the former decisions he should surrender the case, if it did not present an important distinction. Real and personal estate were devised by the same words in the same sentence. The whole Court considering the case settled, decided the estate of the first taker to be an estate tail, and reversed the judgment of the Court below.
Sydnor v. Sydnor, 2 Munf. 269. Will in 1779. Testator gave to his four sons a tract of land each, to him and his heirs for ever. cs And it is my desire, that if any of my four sons should die without heirs of their bodies, that then the parts of them so dying, shall be equally divided among the survivors and their heirs.’5 One of the sons died without issue, and devised his land to a nephew. The surviving brothers sued for it; and the Court below, on a special verdict, decided the law to be for them. On the appeal, great reliance was placed on the word survivors, and the whole doctrine again gone into. The Court unanimously (Flbmxstg, Roane, Brooke and Cabell,) const
The other cases in our books on (his subject, are M’Clintick v. Manns, 4 Munf. 328; Tidball v. Lupton, 1 Rand. 194; Kendall v. Eyre, 1 Rand. 288, and Goodrich v. Harding, 3 Rand. 280. These cases are in perfect harmony with the former, and present an unbroken series of decisions for the last thirty years. Surely this ought to settle the law.
As to the idea that the law of 1819, is an expression of the Legislative opinion, that the Courts have heretofore decided wrong on this subject, and furnishes us with a fair opportunity to break the toils in which former decisions have bound us, I would remark, 1. That it is not the province of the Legislature to censure the exposition which the Courts give to any law; nor ought we to impute to them, on slight ground, such usurpation; 2. That the words of the Act imply no such censure; but acknowledging the existing law to be as settled by the Courts, mean merely to change it for the future; saying that in a will or deed hereafter made, a contingent limitation depending upon (he
If in this ease, the limitation over to the surviving brothers of Pleasants Bell, had been to them and their heirs, no question could have been raised, that the intention of the testator to provide for the issue of Pleasants indefinitely, so long as any existed; and upon the general failure of his issue, for his brothers and their heirs, would have reduced the express estate in fee given to Pleasants, to an estate tail, for the purpose of effectuating this general intention, which could not, upon any other construction, be carried into effect. It would be precisely the ease of Sydnor v. Sydnor, 2 Munf. 269, over again. In that case, it would be immaterial to determine, whether the testator intended by surviving brothers, all the other brothers; a meaning sometimes given to the word survivor; or whether he intended only, such of the brothers and their heirs who survived Pleasants, to take. In either case, the limitation over would be a remainder after the estate tail; in the first case, vested, in the other, contingent; and in both, defeated by the operation of our statute converting estates tail into absolute estates in fee simple.
It is however insisted, that as the law was before the 7th day of October 1776, the limitation over to the surviving brothers, without the words and, their heirs, or any other words of perpetuity, gave them only life estates, upon the contingency of their surviving Pleasants; and as that contingency must happen within a life or lives in being, the limitation over could be supported as a good executory devise; and therefore, there is no necessity to reduce, by construction, the express estate in fee given to Pleasants, to an estate tail, in order to effectuate the intention of the testator. This would be true, if there was nothing to prove that the limitation over to the surviving brothers was a limitation of the fee, and if the case of Roe v. Jeffery is law, of which I doubt. It may however, be admitted as law, for the purpose of this case. In enquiring
Estates tail wore unknown to the common law. They were created by the statute de donis c<mditionalihust which provided, is voluntas donationis secundum for-mam in chart a doni sai manifesté ewpressam de costero ohservettir.,> In executing this law, it was the duty of the Court to ascertain from the whole will taken together, whether the intent of the testator was to provide for the issue of She first taker; and if so, without ¡regard to the particular estates given in terms by the will, to bold that the first taker had an estate tail, if the issue could not otherwise be provided for, according to the intention of the testator. Thus, an express estate for life or in fee was converted into au estate tail, if that were necessary to effect this intent in favor of the issue. But, if not absolutely necessary for that purpose, the estate expressly given was
After the 1st of January, 1787, a limitation over without any words of perpetuity or limiting a smaller estate, gave a fee; and the reason, upon which a limitation over for life was held to be good as an executory devise, no longer existed. Every reason, upon which it was thought necessary to limit the estate of the first taker to an estate tail, when, the limitation over was in fee, would apply to the case arising under the statute. Can it be for a moment supposed, that if a statute like ours of 1785, was passed in England, it would not have this effect upon the construction of wills there ? If it had not, the most, extraordinary-consequences would follow. The person to whom an estate was given after the failure of issue of the first taker, upon the argument that he was only entitled to an estate for life, having gotten the estate on that ground, would be entitled to it in fee; whereas, if he was ‘only entitled in reality to an estate for life, the fee would remain to the heirs of the first taker, or the purchaser from him. In other cases, other consequences as absurd as this would arise. Loddington v. Kime, 1 Salk. 224. Thus a devise to «/£. who has no child, for life, and then to his issue and their heirs, if he should have any, and if he die without issue, then to B. and his heirs; >fl. would be entitled to an estate for life only, with remainder in fee to his issue as they came in esse, if he had any; and if not, then remainder to B. and his heirs. 3 Salk. 126. But, If the devise was, before the Act of 1785, to B. for life, and to his issue if he have any, and if he die without issue, then to B. and his heirs; J3. would have an estate tail, with remainder in fee to B. In both eases it is apparent, that the testator meant to give only a life estate to Jl., and provide for the issue of <7?., as long as he had any; and then for J?. and his heirs. In the first ease, all those ob
The Act of October 7, 1776, only declared, that S6any person who then had, or thereafter might have, an estate tail, should, from thenceforth, or from the commencement of such estate tail, stand ipso facto seised in full and absolute fee simple.” The Act of October, 1785, ch. 63, provided, that11 every estate which, on the 7th of October, 1776. was an estate tail, shall be deemed from that, time to havq been, and from thenceforward to continue, an estate in fee simple; and every estate which since hath been limited, on hereafter shall be limited, so that as the law aforetime was, such estate would have been an estate tail, shall also be deemed to have been, and to continue, an estate in fee simple.” The expression as the law aforetime was, re
This construction would have prevailed upon the statute of 1776, if the Act of 1785 had not expressly prescribed it. That Act prescribed it from excessive caution; and upon the whole, I think the rule prescribed by the Act of 1785 was, that an estate tail should be implied, whenever under our existing laws, it was necessary to do so, in order to effectuate the intention of the testator in respect to the issue; the Act adopting for that purpose the reason
Pleasants Bell had, in this case, an estate tail, and not a fee, by force of the will; or, if he had an estate in fee simple by the will, the limitation over to his surviving brothers was in fee, and therefore void.
This ease ar ises on the will of George Bell, made on the 3d of March, 1787, and on which will these questions arise;
Í. Whether Pleasants Bell took an estate in fee with remainder to his surviving brothers, which, by the Act of 5 785, must be in fee, although no words giving a fee are in the will; and is that remainder limited on the contingency of a dying without issue at his death, so as to be good as an executory devise ? Or,
2. Wag it intended to give an estate tail to Pleasants Bell, which would be the case if an indefinite failure of issue was intended ?
It is said to be an established rule, that when a devisa is to and his heirs, and if he die without issue, or to him generally, and if he die without issue, it is an estate tail; and that this rule does not yield except to express declarations to the contrary, or to effect some obvious intention in his mind at the time. On the other hand it is said, that the happening of the contingency need not be tied down by express words; but, if it appears from the whole will together, it is enough; that this is a good limitation, at least according to the more modern decisions in England, and at all events, would be a good limitation of a personal subject; and that however it may be, if an estate is given to one for life, and if he die without issue, as to inferring an estate tail, it is not so easily to be inferred when the first taker has an express fee by the will.
The difference between a will of real and personal property. in. relation to estates tail by implication, is stated
Our Act of 1776 docking entails, and the Aet of 1785 reenacting that, and also dispensing with words of inheritance, introduced an entire new state of things in this State, on this subject. Lands were put precisely in the situation of personal property, not only as to the want of power to entail them, but as to the quantity of the estate taken, where no estate less than an absolute one is limited. Under this state of things it was reasonable to expect, that the Courts would have construed wills of lands and personals, made after 1776, alike. It is said, however, that not only the Acts of 1776 and 1785 themselves, but our decisions under them, have tied us down to construe wills as to real estates made since 1776, in the same manner as if estates tail could now be made; that is, that notwithstanding the essential change in the condition of testators here, we are to decide on their wills, as if made in England under their statute de donis; and that although we are thus not to permit the absence of power to make an estate tail, to weigh in the construction of wills, yet, on the other hand, we are not prohibited, either by the statute, or our decisions, from looking at the other part of the system, by which realty and personalty are put on the same footing, to wit, that part of the statute, by which an absolute estate passes,.Sinless where a less one is limited; and therefore we are to take that part of the Act into view, though not the other. Indeed it seems to me even to be insisted on,
If, however, the Acts themselves oblige us to adopt the course of construction insisted on, as it regards one branch of the system, I cannot perceive why they shall not extend to the whole. The law dispensing with words of inheritance, is no more law aforetime, than that destroying entails. Whether wo are to consider that part of the Act of 1785, dispensing with words of inheritance, in connection with this will, is, therefore, the point now to be decided, in the first place; because, if we arc not, but are to consider this will in the same manner in this respect, as if it was made before the Act. of 1785 went into operation, then the case of Goodrich v. Harding, and uiany other cases in England and here, (it seems to me at present,) seems sufficient to support this as a good executory devise. The point noto under consideration, seems purposely to have been loft open by at least two of the Judges in that case.
It seems to sue at present, then, that if either the Acts themselves, or the decisions of this Court, bind us down to construe wills of lands, independent of the change I,r: our condition wrought by those very laws, that we are bound throughout. The change in placing realty on a level with personalty, as to the power of entailing, was no less important as applicable to construction and finding out intent, than the change as to words of inheritance;; and indeed, to my mind, much more so; and being part of the very same law, if we are inhibited from viewing or weighing the effect of the one, wo must be bound also as to the other. There is tho same reason too, for breaking through the decisions in iota, as for doing so in parto Indeed store so; for. looking at a part only of the system
What is the law, and what have been our decisions on this subject? And how far are we to be bound, especially since the Act of 1819, to construe wills in this country, as they do wills in England ? This, to me, is a momentous question, especially since the Legislative construction by the Act of 1819. Do the Acts themselves of 1776, and 1785, tie us down to decide as if we were sitting in Westminster Hall, judging of a will made in England ? It is said, (and the idea has met with the approbation of at least some of the Judges of this Court,) that the use of the words, as the law aforetime was, in the Act of 1785, as well as the phraseology of the Act of 1776, do so confine us. This idea, I humbly, and with great deference think, is not well founded; and that, therefore, if we have erred in this respect, we cannot impute it to the Legislature; and consequently, if an erroneous supposition that the law imposed this duty on us, has led us into this error, it becomes a matter of serious consideration what course we ought to pursue. Were we bound by lato, as it is said we were and are, to adopt and pursue this course of decision ?
This leads to the enquiry, how and for what purpose, these words were introduced into the Act of 1785 ?
Before the statute de donis, all inheritances were estates in fee simple or fee conditional. Tenant of lands entailed had before this statute a fee simple conditional subsequent; and although he had issue, he had not thereby a fee simple absolute; for, if he afterwards died without issue, the donor could enter in his reverter. 1 Inst. 13. But after issue, be could aliene, so as to bar him; and as well before as after the issue, he could aliene, so as to bar his own issue. The object 'of the statute de donis was to restrain this right of alienation, which operated to the disherison of the issue of the donee, and to the exclusion of the donor from the reversion; both oí which was contrary to the will of the-donor, and against the form
The Act of 1776, then, did not repeal the statute de do« nis, bul only provided that any person who now hath, or hereafter may have, an estate in fee tail general or special, &e. shall, from henceforth, &c., stand seised, possessed, &e., in full and absolute fee simple, 8i.c. as if the conveyance had been in feo, &c. The party was not thereby thrown back on his fee conditional at common law, although the statute de donis might be said to be virtually or substantially repealed. It was permitted, as it were, io remain in force, merely for the purpose of enabling tenant in tail to hold the fee absolute and unconditional under this Act.
The Act of 178S, els. 62, then takes up the subject, and declares, that i( every estate in lands, &c, which, on the 7th of October, 1776, was an estate in fee tail, shall be deemed from that time to have been, and thenceforward to continue to be, an estate in fee simple; and every estate in land, which since hath been limited, or hereafter shall be limited, so that, as the law aforetime was, such estate would have been an estate tail, shall also be deemed to have been, and to continue an estate in fee simple; and all estates which, before the said 7th day of October, 1776, by the law if it remained unaltered, would have been estates in fee tail, and which now, by virtue of this did, are and will be estates in fee simple, shall from that time and henceforth be discharged of the conditions annexed thereto by the common law restraining alienations before the donee shall have issue; so that the donees, or persons in whom the etui*
Suppose a testator should preface his will by stating that ho was without counsel, and unacquainted with the technicalities of law, and of Courts; but, that he knew he could not create an estate tail, and also, that a fee would pass If he did so, and ho would be thereby defeated in certain provisions which he wished to make for his children and their descendants, for family purposes, and to keep '.he estate In his family as long as he could, without the violation of any law; and therefore hoped that his will might be fairly construed and supported, unless it plainly appeared that he had attempted to create an estate, which the law did not authorise; and a will, such as the present, and sueh as this Court is in the habit of deciding on, so prefaced, was submitted to us to decide what meaning was to he put on it. Could any other be put on it, than such as the Act of Assembly of 1819 aforesaid, has prescribed ? But, is not this, In fact, the appeal which every testator, since the Act of 1776 was generally known to be in force, makes to this Court ?
I once heard of a Scotchman, who, having acquired a good deal of property, had occasion to leave the country; but, before doing so, made his will. Not being heard of
2. But how far have we bound ourselves, and what have been our decisions on this point ?
As to positive decisions, there are two; Tate v. Tally, 3 Call, 354, and Smith v. Chapman, 1 Hen. & Munf. 240; the first decided in 1803, on a will made in 1777; the other, on a will made in 1790. The point was made and ably argued in both cases; Lyons, Fleming and Roane, being the Judges, with Tucker in addition, in the second.
In Tate v. Tally, Judge Roane was inclined to the opinion, that even if we construed wills of lands made since 1776, in the same manner as wills of personals, it would not have been a good limitation of personal property; but says, “he will not waste time to enquire as to that, being equally clear that it is quite immaterial whether the will was prior to 1776, or since. The Legislative construction of the Act of 1792,” he says, “accords with my opinion on the subject.” (I presume he means the Act of 1785, as incorporated in the Bevised Code of 1792.) “It is entitled to respect, but would not bind the Court to adopt the same construction, contrary to their own judgment, in relation to prior cases f &e.
Fleming, Judge, says, that “as well on general princi-' pies, as on the case of Hill v. Burrow, this was an estate tail in Jesse Tale, prior to the Act of 1776. The question therefore,- is, whether its being made subsequent to that
Judge Fleming says, “It appears strange to me, that so much pains have been taken to prove that the devise gave, by implication, an estate tail, which is now, and at the time of making the will had long been, unknown to our laws, that it might be magically turned into an estate in fee, in order to frustrate and defeat the plain intent of the will of the testator.”
Judge Lyons said, “ I shall make short work of all ques tions arising on the construction of wills made since the Act of 1776; so far at least, as it may be necessary to decide whether they meant to pass a fee tail or not. I will not suppose, after that Act, that a man intended to convey an estate tail, (which the law has expressly abolished,) unless plain and unequivocal words are used, such as would, of themselves, create a fee tail, as a devise to Jl. and the heirs of his body, or to «/?. and if he die without issue,” &c.
Judge Tuckee, who also sat in this case, said nothing particularly on this point, and it is therefore presumable that he assented to the doctrines contended for; especially as in parts of his opinion he strongly enforces the duty of searching out and obeying the will of the testator, when that can be done; and as he also concurred with the other Judges on the main question.
It cannot therefore, be maintained, that so far as a deci= sion of this naked question goes, it has at all been decided by this Court, not to take into consideration the inability to entail land as well as personalty, in searching for intent. On the contrary, I consider this a full and decisive case of the question, according with my opinion on that subject.
Has this caser been overruled ? It may be said that it has; because, in many eases, we have recognized the British doctrines, whereby a difference is made between real and personal estate, in a search after intention. Admit this to be the case; what then is the result ? Here is one
As to the first class, there are few eases, (unless Indeed where a plain estate tail is given, and which, under the Act of 1819, may or may not be a safe subject of sale, according to circumstances,) in which there Is not considerable doubt what will bo the ultimate construction; so that most purchases of this kind are known to be hazardous; and purchasers ought also to know, that our decisions, as to this leading ground of construction, have been always questioned, and decided different ways. Bat, is it better-to persist in error for the benefit of such purchasers, or to retrace our steps ? Suppose the course of decision, &qw indicated by the Legislature, had taken place soon after 1787; or had been considered as settled by tho ease of Smith v. Chapman, as it ought to have been, and persevered in since; could any one have complained ? So far from it, that the Act of 1819 would have been uniiecessary. As to future purchasers, they would have been as much admonished by our decision as by that Act, and would govern themselves accordingly.
The only question now remaining for us to consider, is, whether we can now throw off the wrong, and lake up the right rule ? If we cannot go back, cannot now re-assert and establish the doctrines laid down in Smith v. Chapman, how can we justify a partial departure from our course of decision, by looking to the Act dispensing with words of inheritance. Judge Roane, who laid down the rule, and is most likely to have known its extent, in Tidball v. Lupton, 1 Rand. 203, speaking even of the Act of descents, says, “We are not at liberty to refer to it; we are confined in our construction, both by the Acts of 1776 and 1785, and by the decisions upon them. All these have referred to the lex temporis, and adopted it,” &c. If we break through the decisions, then, because it is reasonable to do so, as to this matter, do we not shake the foundation of those decisions, and must they not fall at the next touch? I think so; and therefore, if I touch the foundation at all, which I must do if I depart from them in any respect, because it is reasonable that I should do so, (as I think it is in this case,) then I am at once for saying that Smith v. Chapman, gives the law of the land on this subject. I think the necessity of departing from those decisions, in.
But, it may be said, if all this is granted, if this was personal estate, the limitation over would not bo good; for, the remainder-man will take in fee, under the Act of 1785; and there is therefore, nothing to He it down to a dying without issue living at the death of the first taker. We must, however, recollect, that now there is equally an absence of power to entail lands, as personals, and therefore, it, equally conflicts with intention to infer that one was intended; and that the absence or presence of words of inheritance are equally unimportant, both in case of lauds and personals, as to the quantity of estate really given, whilst their presence or absence equally tend to shew what the testator had in view, as to the time when a contingent ft vent was to happen.
Compare this ease, then, with that of Dunn v. Bray, 1 Call, 338, above mentioned. That was a devise of negroes to TV. B. and his heirs forever; but, in ease he should die and leave no issue, then to C. and his heirs» This was held to mean a dying without issue living at the death of the devisee. It was admitted by Judge Pestd-leton, that if it had been an estate tail in W. B. as was contended, the remainder would be void; since in that case, it would be to take effect on a general failure of issue. He then goes oíi to repel the idea of an entail, in the manner I have before shewn, and says, that Lord Talbot, in Atkinson V. Hutcheson, 3 P. Wms. 258, fully illustrates the. distinction between the devise of an express estate tail and one by
It is true, that in the case before us, there is neither the word “leave,” nor the word “ then;” but, the devise over in that case was to C. and his heirs, which is wanting in this case; and here, it is to be divided among the surviving brothers, children of the last wife, excluding the children of brothers that, may have died; which shews, in fact, that it was a dying without issue, living some one or more of the brothers, who would take as survivors. This view of the case will even bring it'within that of Pells v. Brown, Cro. Jac. 590; for, if P. Bell had left issue at his death, and brothers also surviving, they never would have taken, although that issue, had become extinct before their deaths. This would also bring it within the cases of Porter v. Bradley, 3 Term Rep. 143, and Roe v. Jeffery, 7 Term Rep. 589.
What is the principle of these cases ? There is, say, a devise to A. and his heirs, but if he die without heirs, then to B. the brother of A. Now here, to die without heirs does not mean without heirs generally, becaus - B, who was to take after A. would be his general heir, if there was none nearer’. The use of the word heirs, therefore, meant the same in both instances in which that word was used, to wit, heirs of the body. This, it has always been said, is a mere matter of construction; and in such a devise, has always been so construed, as will be seen by the cases cited in Pells v. Brown, and other cases. So that, in that case, it would stand as if the devise had been to A. and the heirs of his body, and in case he should die without such heirs, &c. This would make it, as it were, an express estate tail. But very different, as Lord Kenyon says, is the case of a devise to A. and his heirs, and if he die without leaving heirs of his body, then to 2?„ and his heirs. Here is an express fee; and it is not necessary to cut it down to an estate tail, with any view to the issue, for a fee also provides for them. An intention to
But, if the subject of file devise be one of which an estate, tail cannot be made, then it will require clear proof indeed; that it was intended to provide for the issue, as zV 3ue in tail, which they could not be; for, to give it this shape, is not done in order to give them any thing, and thereby advance the intent; they get nothing by it. The only effect is, to shew that the testator ignorantly created an estate which could not exist in law; and in consequence of which, his intentions in favor of the remainder-man are defeated. But, having done this, in such plain terms that no other construction can fairly he put on his words, the Court is forced, fay the rules of law, to defeat his intention.
But a limitation over to survivors, as well as the absence or presence of words of inheritance, though otherwise of bo avail, as before said, have affected the construction, i«; many cases.
Timberlake v. Graves, 6 Munf. 174; Gresham v. Gresham, Ib. 187, on a will dated in 1803; James v. M’Williams and wife, Ib. 301, and Cordle v. Cordle, Ib. 455, on a will dated in 1805, (the Reporter does not give the dates of the wills in the other cases,) are all cases of this description.
On the whole, I incline to think, that the limitation over in this case was good as an executory devise.
Judge Cabell concurred with Judges Cake and Green, and the judgment was aeeiemed.
The President absent
Case-law data current through December 31, 2025. Source: CourtListener bulk data.