Broaddus & Wife v. Turner
Broaddus & Wife v. Turner
Opinion of the Court
The Judges delivered their opinions.
I shall not protend to travel over again in this case, the dull and tedious round of cases on the subject of estates tail and executory devises. That task has been performed in Bells v. Gillespie; the authorities and reasoning in which apply directly to the caso at bar. I will barely remark, shat this case bears a more exact resemblance than that, to the case of Carter v. Tyler» First, the land was given to the semis in feo. Secondly, if either die without issue, the survivor was to have the whole. Thirdly, if both die
I am of opinion that the decree be reversed, and the bill dismissed.
William Watkins, by his last will and testament, devised as follows: “ Item, I give to my beloved sons John and William Watkins, the land whereon I now live, containing three hundred and fifty acres, to be divided between them;” and after specifying the dividing line, the will-proceeds, “the above mentioned land I give to my above named sons, to them and their heirs for ever. But, in case either of my said sons should die without issue lawfully be» gotten, then it is my desire the survivor should have the whole. But, if both my said, sons should die without lawful issue, then it is my desire my said land be sold by my executors to the highest bidder, and the money arising therefrom be divided among my daughters then livings and if in case any of them should be dead and leave children, then in that case, it is my desire that the children of the deceased have an equal share with those living, so that each child or their children have an equal part.” The testator appointed his said two sons and John Turner his executors. The will was dated September 25, 1778, and admitted to probate at September Court, 1780. The sons entered upon their respective portions of the land. died without issue in 1797, and devised his part of the land to his brother William in fee. William after-wards died without issue, and devised the whole of the land (except about sixty acres sold by one of the brothers) to his wife Rebecm, ■ (who, with her second husband Broad
It was admitted in the argument of this case, that in determining whether, upon the true construction of the will, an estate tail was vested in the sons, converted by our statute into an absolute estate in fee, the will is to receive the same construction as if the statute de donis had been in full force in Virginia, at the time of making the will, and tho death of the testator; and that what would have boon a remainder after an estate tail, if that statute were in force, cannot be construed into an executory devise, because the estate tail is converted into a fee simple by our statutes.' Indeed, no question can possibly now be raised on those points, since the decisions of this Court in Hilt v. Burrow, Tate v. Tally, Carter v. Tyler, and many others upon that point.
The limitation over to the executors, was a limitation of a fee simple estate, (Co. Litt. 9, b,) and would be defeated, if the sons took an estate tail; or, if the sons took a fee simple estate, was void as an executory devise, unless it was, by the terms of the will, necessarily to take effect, if at all, within the time allowed by law for the vesting of an executory devise. On the part of the appellee, it is contended that the sons took an estate in fee simple; that the limitation over to the executors was good as an executory devise; and that it was limited to take effect on the death of the sons, without issue then living, which was it? good time. To prove ibis,, the circumstances that the
But, the sons had only estates tail. The ultimate limitation to the daughters in feo, upon the indefinite failure of the issue of the sons, had the effect of converting the ex press estate in fee simple given to them, into an estate tail, for the purpose of effecting, the intent, of the testator, to provide for that issue in the first place, and afterwards for his daughters and their heirs, by giving them a remainder upon the estate tail to the sons.
If, however, the ultimate limitation was to take effect, if at all, within a life or lives in being, and was therefore good as an executory devise, and had not the effect of reducing the express estate in fee simple given to the sons, to an estate tail; yet the estate, given in terms to the sons, was reduced to a fee tail, by force of the express cross-remainders in fee limited to them. In that case, the ultimate limitation, instead of an executory devise, was a contingent remainder, under the rule in Purefoy v. Rogers, 2 Lev. 39, that no limitation shall be construed to be an executory devise which can take effect as a contingent remainder. After giving an estate in fee to each of the sons, the will proceeds, “But, in case either of my said sons should die without issue lawfully begotten-, then it is my desire the survivor should have the whole J* “ The whole,55 refers not only to the property, but to the estate given to the son who should die without issue. The will, then, has the same effect, as if the words “heirs55 or “issue55 followed the word “suryiyor;55 and to the purposes of this case. It
The decree should be reversed, and the bill dismissed.
The will in this case is dated in September, 1778, and it is contended, must be construed as if made before 1776. On this point I have given my opinion in the ease of Bells v. Gillespie. But, suppose this to be so; how stands this case?
It is contended, that the testator clearly intended that this land should remain entire with his sous, or one of them, and their posterity, as long as they existed, and that if ever it went over to those in remainder, it was to go an an entire estate, as one whole: that this being the case, (he interest of the sous must bo so arranged, as that a port, is not to pass over, unless the whole can do so also; and that to effect this, they must take estates tail in possession ire their respective shares, with cross-remainders in tail, remainder to the daughters. Nothing else can prevent the possibility of its going to them in parts.
I am not clear, oven admitting that if the estate went aver at ail, it was to go entire., that the conclusion follows die premises; though, if the other postulafum is also grant-ad, (to wit, that the entire lands were intended to remain with the sons, or one of them, and their posterity, so long .is any should remain.) if, might follow that ouch an estate tail, as is mentioned, was intended.
By the first clause, a fee simple is created, which, if cut down to a fee tail, must be in consequence of come general or primary intent, which must be defeated unless this is done. This, it, is said, is made, necessary by the clause, “but, if either of my said sons should die without lawful issue, then it, is my desire the survivor should have the whole;” because, this is aa indefinite failure of issue, and makes it an estate tail. But, if these words can be supposed to mean, that if either should die, “living the. other ” then as to this part, it would not go to the survivor, unless, at the time of the death, there was no issue. It would be the jaso of Hells v. Brown, and not he an estate tail. Why shall we say that this was not the intention ? The issua. if
But, if the other proposition is true, that .it was intended to go entire, it seems to me that the testator looked to, and had in his mind, the death of one leaving no issue, living the other, and who was then to take the whole; and that should he afterwards die, leaving no issue, that then the land should be sold by his executors, &e.; and although two of these were his sons, (who of course were both to be dead before such sale,) and whilst this shews some inconsistency or want of reflection, it nevertheless shews very clearly to my mind, that the testator was not thinking of events which might happen one hundred years after, but of what was to happen on the death of the surviving son. The natural meaning, and grammatical construction, too, of the words, is, a dying without issue at the time of the death; and therefore it is wonderful to me, that these substantial beacons and landmarks, (to say nothing of the consideration that estates tail cannot be created, and ought not therefore to be inferred, unless that is unavoidable,) should not be looked to, instead of supposing things that the testator evidently never thought of. What was his plain intention ? To give his lands to his sons in fee simple. But, then one or both might die without issue at his death. If he had issue, the testator had nothing more to say; he might give it as he pleased, or it might descend to them, or he might sell it, provided that when he died he left issue; he is satisfied that he will take care of his own issue. But, if he have no issue at his death, then he wished it to go to his surviving brother in fee, provided he left issue at his death.
The ease of Carter v. Tyler, was an entirely different one from this. There, the estates to the first takers were to them aud the heirs of their bodies; and if they die without heirs of their bodies, &e.; so that there was no implication about it. It was a direct and express fee tail. The only question was, whether the Act of 1776 destroyed the remainder limited on this estate tail, the events having happened, on which that remainder could take effect in possession, if not destroyed. ‘
Had this been a ease of express estates tail to the first takers, and even to terminate on the death of the first taker, if he had no issue then alive, it would, I presume, be equally within the Act, as it will be if the fee is cut down to an estate tail. But, in that case, there would be no implication about it, no estate in fee to cut down; and there would he no necessity for so often reminding us, (of which perhaps I am too forgetful,) that we must construe this will, just as we would in England. But, I think that in England, the Courts would not interfere with this fee simple estate for the purpose of defeating a plain intention in favor of daughters, on the happening of events clearly within the view of the testator, and which have actually happened within a life then in being. If the King’s Bench, with .Lord Restos at its head, would not do so,
Fearne, after noticing the case of Pells v. Brown, says, e5But, here we are to attend to the distinction between the first limitation being in fee, and its being only in tail. In the first ease, the limitation over on a dying without issue, living dl., was good as an executory devise; for, the whole fez being first limited to a person in esse, there was no considering the subsequent limitation as a remainderff that is, as I understand, you must be satisfied that, an indefinite failure of issue was intended; that it was intended to provide for them as issue in tail, instead of children of an ancestor having a fee, before you can change the nature of that express fee that is created. But he says, if the first limitation had been in tail only, then the subsequent devise might have been considered as a contingent remainder depending on that estate tail, and as limited to take effect only in case that estate tail determined in the life of dig that is, in case the first devisee in tail died, without issue, in dl’s life time.
So, in Porter v. Bradley and Roe v. Jeffery, when the first estate is in fee, it is said, the question is whether, from the whole context of the will, we can collect, that when an estate is given to dl. and his heirs, but if he die without issue, then over, the testator meant “loithout issue living at the death” of the first taker. The rule was •settled in Pells v. Brown, and has never since been questioned.
If Lord Kenyon was hard to convince that it was right, even in England, to construe the same words as to realty, different from what they ought to be construed as to personalty, though one could be entailed, and the other not, I think he would have been harder to convince had he been sitting here, where neither can be entailed.
I am, therefore, for affirming the decree.
Judge Cabell concurred with the two first Judges, and the decree was reversed and the bill dismissed.
TSta Psesibbsss absent
Case-law data current through December 31, 2025. Source: CourtListener bulk data.