Cocke's ex'or v. Philips

Supreme Court of Virginia
Cocke's ex'or v. Philips, 12 Va. 248 (Va. 1841)
Allen, Brooke, Tucker

Cocke's ex'or v. Philips

Opinion of the Court

Allen, J.

The testator Joseph Cocke made no provision by his will for his wife ; she never renounced the will; and the question arises, whether, under these cir*252cumstances, she is entitled to any portion of his personal estate ?

The phraseology of the statute is ambiguous; and I was at one time inclined to think, that no renunciation was necessary, where the will is silent as to the widow. If “ the widow shall not be satisfied with the provision made for her by the will of her husband,” she is to declare she will not take or accept it, “ and renounce all benefit she might claim” under the will. It would, at first view, seem to be a useless act, to refuse that which had not been given, to renounce a benefit where none was conferred. But, upon the supposition that no renunciation would be necessary in case the will contained no provision for the widow, the question still presents itself, to what would she be entitled ? It is not a case of intestacy; the deceased has made a will disposing of the whole of his estate. Where a will is made, and the widow renounces, she is entitled to but a third of the slaves for life; but in case of intestacy, if the deceased leaves no child, the widow is entitled to a moiety. How would she take, where the will makes no provision for her ? the moiety, as in case of intestacy ? or the third, as in case of renunciation ? If a moiety, as in case of intestacy, it would defeat the statute, which, in case the husband has made a will, intended, if the widow does not take under it, to give her one third only of the slaves, whether the husband left a child or not; and if she takes a third, then she must take under the statute, and must be bound by its provisions, which look to the case of a renunciation alone, and declare that “thereupon, she shall be entitled” &c. recognizing but two *253modes of providing for her, that prescribed by the will, and that which is to take place on her renunciation.

There seems to have been some contrariety of opinion, as to the extent of the husband’s power of disposing of his personalty at common law. According to Blackstone (2 Comm. 492.) by the ancient common law, a man’s goods were to be divided into three equal parts; of which one went to his heirs or lineal descendants, another to his wife, and the third was at his own disposal. Anri this he seems to think continued to be the law, as late as the reign of Charles I. If this were so, it was the law in force at the settlement of Virginia, and it might be argued was the common law brought over by the colonists. This law” (Blackstone says) is at present altered by imperceptible degrees, and the deceased may now by will bequeath the whole of his goods and chattels, though we cannot trace out when first this alteration begun.” But sir Edward Coke (Harg. Co. Litt. 176. b. note 6.) considers, that this was never the general law, but only obtained in particular places by special custom. The correctness of this opinion is controverted by Blackstone; but in a note in 1 Wms. on Ex’ors 2. it is said, the learned discussion of mr. Somner on this subject, which tends to confirm the correctness of Coke's opinion, seemed to have escaped the notice of Blackstone. The question was discussed in Lightfoot's ex'ors v. Colgin & ux. 5 Munf. 66. where judge Brooke, after adverting to the difference between Coke and Blackstone, proceeds to shew, that when the legislature of Virginia first took up the subject, the common law was understood to be as laid down by Coke: that, at that day, Coke upon Littleton and the Institutes were the oracle of the law in this country, and the text books of lawyers and legislators; that the law, as laid down by Coke, was in the mind of the legislature, when the acts of 1673 and 1705 were passed; and that those statutes were intended to restrain the husband, in the *254exercise of a preexisting right to dispose of his whole estate by will. If this view of judge Brooke was correct (and it strikes me as being so), the husband, by the common law as understood in Virginia, could dispose whole of his personal property, as he still may in England, without making any provision for his wife: and we must look to our statutes, to ascertain what limitations have been imposed upon this general power, and what remedy has been provided for the widow.

The statute of 1673, 2 Hen. Stat. at large 303. was the first. It makes provision for the wife in case of intestacy ; and then proceeds, “ and in case the husband make a will, that he hath it in his power to devise more to his wife than what is above determined, but not less.” This statute provided no mode by which the widow was to assert her claim.

In 1705, another statute was passed, 3 Hen. Stat. at large 373. The fourth section provided, that when any person dies testate, leaving no more than two children, one third part of his estate, at least, should be given to his wife; if more than two children, she should have at least a child’s part; and if there were no children, not less than a moiety: and if any person should leave a will, wherein a lesser part of his estate should be given to the wife than was directed therein, such will, as to so much thereof as related to the wife, upon her petition to the court where the same should be proved, should be declared null and void; and thereupon she should be empowered to sue for and recover such part of her deceased husband’s estate, as was therein before directed to be given to her. This statute is silent as to the case where no provision has been made for the wife. What, in such case, under that statute, would have been her condition ? The phrase lesser part would seem to imply, that the legislature only intended to provide for the case, where something, but less than she was entitled to, had been given. The literal meaning of the *255phrase would require that construction as strongly, as the existing statute would seem to require that the will should contain some provision which the widow was to renounce. But if we adopt that construction, we must come to the conclusion, that the legislature intended to give her a remedy, where the will made some provision for her, but left her as at common law, when nothing was given. The common law (as then understood) authorized the husband to dispose of the whole estate. She would, therefore, by this construction, be in a worse condition when the will gave her nothing, than when it gave her something, but less than what she had a right to. The statute shews an intention to alter the then existing law; to limit the authority of the husband, and afford a remedy to the widow. To effectuate that intention, the phrase used (lesser part) must be construed to extend to and include, not only the case of a partial, though an inadequate, provision, but the case also of a total omission to give any thing. If the last case was embraced in the scope of the statute, a petition to the court was the proper remedy, to declare the will null and void as related to her. The fifth section of the statute seems to confirm this view; it provided that if the wife should die before distribution, her representatives should be empowered to sue for and recover so much of the estate as shall be given her by the will, and no more. This excludes the idea that she had any rights other than those given by the will, or conferred upon her by the statute, on setting aside the will by petition. If any such right, other than that under the will, or acquired by renunciation, existed, it must have vested at her husband’s death, and would therefore have passed to her representatives, though she died before distribution : but the statute limited the recovery of her representatives, when she died before distribution, to the property given by the will, and no more.

*256Another difficulty would occur, if she took in any other way than by renunciation: what would have been the extent of her claim? We have seen, that she was entitled to a third of the slaves in the case of a will when she renounced, whether the husband left a child or not; but in the case of intestacy, there being no child, she was entitled to a moiety: which rule would govern, where the will was silent, and she did not renounce ? So, in regard to the other personal estate; by the common law, according to Blacks tone, and supposing it to have been in force in Virginia, she took a third if a child, but a moiety if no child, was left. Under the statute of 1705, she was entitled to a child’s part only, where there were more than two children.

All these difficulties are obviated by holding, that in the case of testacy, there are but two classes of claims provided for, the claim under the will, and the claim by renunciation. I therefore think that notwithstanding the use of the word lesser in the statute of 1705, the legislature intended to apply the law to the case where nothing was given, as well as to the case where less was bequeathed than she was entitled to; and that it was incumbent on the widow in both cases to petition, and have the will declared null and void as to her, before she could be let into any thing.

Doubts arising whether the statute of 1705 had any relation to the disposition of slaves, and what right the widow had in the slave property of her husband, in case of his dying testate, the statute of 1727, ch. 11. § 21. 4 Hen. Stat. at large, 228. provided, that when a widow was not satisfied with the provision made by her husband’s will, she might, within nine months after his death, renounce, and she should thereupon be entitled to one third of his slaves for life, and moreover to such share of his personal estate, as by the said act (the statute of 1705) was directed. This statute had two objects in view; 1. to remove the doubts as to slaves and *257to define the widow’s interest; and 2. to furnish her a more convenient remedy; her renunciation in court or by deed, being substituted to the petition and judgment of the court declaring the will null and void as related to her. This statute did not operate upon her rights as to the personal property generally; they remained as defined by the statute of 1705. And if I am correct in supposing that, under that statute, a petition to declare the will null and void was necessary, whether it gave her less than she was entitled to, or nothing, the renunciation, substituted for the petition, by the statute of 1727, was equally necessary in both cases.

The statute of 1727 has been incorporated in the subsequent revisáis, and, with very slight alterations, is the law as it now stands in the code.

It seems to me, therefore, that as the widow made no renunciation, she can claim no part of the slaves or personal estate. This construction of the statute will be attended with the least inconvenience. A widow, for family considerations, may choose to acquiesce in such a disposition of her husband’s estate : it may have been made with her concurrence ; or she may be satisfied with her dower, or with her own separate estate. If it be held, that no renunciation is necessary, where the will makes no provision for her, she, or after her death her representatives, may come at a distant day, and set up her claim ; and the executor who may have delivered the property to the legatees, and the legatees who may have dealt with it as their own, may be called to account. By requiring the renunciation within the time prescribed, in all cases, this inconvenience is avoided: if it be not made within the time, her claim is at an end, and the legatees may rest in security.

The widow has no claim to dower of the land in which her husband died entitled only to an estate in remainder expectant on his mother’s life estate. To entitle a widow to dower, the husband must have been *258seized in fact or in law. “ If the husband maketh a lease for life of certain lands reserving rent, and he taketh wife and dieth, the wife shall not be endowed; neither of the reversion (albeit, it is within the word tenements) because there was no seisin in deed or in law of the freehold; nor of the rent, because the husband had but a particular estate therein, and no fee simple.” Co. Litt. 32. a. D ’Arcy v. Blake, 2 Scho. & Lef. 387. Blow v. Maynard, 2 Leigh 29. 56.

Concurring Opinion

Brooke, J.

I concur with judge Allen in the opinion, that the widow is not dowable of the real estate, in which her husband, during his life and at his death, was only entitled to the remainder in fee expectant on a life estate. But I differ with him on the other point. It is in my judgment quite clear, that the widow is entitled to the distributive share of the husband’s slaves and other personal estate, to which she would have been entitled, had he made some provision for her by his will, and she had renounced it. The 26th section of the statute of wills &c.- authorizes the widow, if not satisfied with the provision made for her by the will of her husband, to declare, that she will not accept the provision made for her by the will, or any part thereof, and renounce all benefit which she might claim Under it. I cannot see how, upon any fair construction of the statute, she can be required to declare that she will not take the provision made for her by the will, when the will malees no provision for her, and to renounce all benefit under it, when no benefit is conferred; or why, if the widow, in this casé, had gratuitously renounced the will, she would thereby have bettered hér claim to the provision, which our laws intended to secure to her out of her husband’s personal estate,- in spite of any testamentary disposition he might make of it.

My opinion in Lightfoot’s ex’or v. Colgin & ux. has been relied on-, to establish the proposition, that, by the *259common law, according to the authority of Coke in opposition to that of Blackstone, a husband had an absolute right to dispose of his whole personal estate, by deed or by will, and that neither his wife nor his children had any legal claim to a reasonable part, which could defeat his disposition: that, at any rate, the common law as laid down by Coke, was understood to he the true doctrine by our jurists when the colonial legislature first acted on the subject, and was in the mind of the legislature when it enacted the statutes of 1673 and 1705. I adhere to the opinion as to the principle of the common law, which I intimated in that case ; but I adhere also to the opinion I expressed at the same time, as to the intent and effect of our statutes—that they were intended to restrain the husband in the exercise of his preexisting common law right to dispose of the whole estate by will.

The case of Lightfoot's ex’or v. Colgin & ux. and the question it presented, were widely different from the case and the point now before us. There, a married man, by deeds absolute and irrevocable though merely voluntary, had settled his whole personal estate upon his children by a former marriage, making no provision out of it for his wife, with intent to defeat the claims of the wife to that portion of the estate to which she would have been entitled, if, without executing such deeds, he had died intestate, or had left a will which she might have renounced. It was held, that the wife acquired not, by the marriage, any right in the personal estate of her husband, that impaired his absolute right to dispose thereof by deed in his lifetime, since the statutes only restrained him from cutting her off by will, from a suitable provision out of the estate he should be possessed of, that is, entitled to, at his death. It was contended, that the deeds were a fraud upon the wife; that they were, in their nature, testamentary instruments, a will in *260disguise, in truth a will. The question was, whether the deeds were, in effect, a will or no ? But supposing them to be a will, there was not a suggestion in the argument at the bar, or in the opinions of the court, that ^ier renunciation of such will was necessary to entitle her to the provision allowed her in such case by law. Here, we have the case of a husband dying entitled to personal estate, and leaving a will, in which he has made no provision whatever for his wife, and bequeathed the whole to his nephews and nieces; and the question is, whether she was bound to renounce such a will, bound to declare that she would not take under the will what was not given her by it, in order to entitle her to the provision which the law makes for her ?

In my opinion, the policy, intent and effect, of all the several statutes on the subject, from the first to the last, was to restrain the husband from making any disposition of his personal estate by will, which should deprive the wife of what the law deemed a reasonable provision for her. The statute of 1673 simply imposed such restraint upon him. The statute of 1705 again simply imposed a like restraint upon the husband, to dispose by will, of more than particular portions of his personal estate (varied according to the state of his family) to any other person than his wife; and then gave her a summary remedy by petition to the court of probat, to have the will declared void as to her, in case her husband thereby left her a lesser part of his estate. The remedy was provided for her, only in case the will gave her a lesser part, because she might be content with that, though the law declared it inadequate : no remedy was provided for her, where the husband’s will made no provision for her, because it was not presumable she could be content without some provision; and, ha that case, without applying to the cocut by petition to correct the injustice, she was entitled to claim of the ex*261ecutor the distributive share allowed her by law. The statute of 1727 defined the widow’s rights in the slave property her husband died possessed of; and instead of putting her to her petition to the court of probat, to avoid his will, where she was not satisfied with the provision thereby made for her, this statute enabled her to redress herself, by a declaration within nine months, that she would not accept the legacy or legacies bequeathed to her by the will, and a renunciation of all benefit under it. Here again, she was required to make such declaration and renunciation, only in case the will made some provision for her, with which it might be presumed she was satisfied unless she declared her dissatisfaction ; and her declaration and renunciation was required to be made within nine months, in order that the husband’s executor might know, within a reasonable time, whether he should, as to her, administer the estate according to the will, or according to the statute: but no such declaration and renunciation of the will was required of her when it made no provision at all for her. The statute of 1785 (1 Rev. Code, ch. 104. $ 26.) was dictated by the same policy, and (with some variations in the details not necessary to be noticed) provides for the same case for which the former statutes provided; imposes a like restraint upon the husband’s power of disposition of his personal estate by loill, so as to secure to the wife an adequate provision; and requires the widow’s renunciation of the will, in case, and only in case, some provision is made for her.

I. think the decree of the circuit superior court in this case was right in the principle, that the widow was entitled to her distributive share of her husband’s personal estate, though it might require some correction in the details.

Stanarb, J. concurred in the opinion of Brooke, J. and Cabell, J. concurred with Allen, J.

*262Tucker, P.

I am of opinion, that the decree is erroneous in all the particulars complained of by the appellants : hut there are fatal objections, in principle, to the appellee’s claims, which render an examination of errors ™ the details of the decree unnecessary.

It is objected, and properly, that the widow had no title to dower in the land of her husband, because he had no seisin whereof she could be endowed. He had but a remainder after a life estate, which had not fallen in at his death; and of such an estate a woman cannot be endowed.

It is moreover objected, as to the slaves and personal estate, that the wife is not entitled .to distribution thereof, as the husband has devised them all away, and she has never renounced the will as required by the statute. And this is, I think, undeniable. By the common law (according to the better opinion.) the husband’s power of disposing of his personal estate by will, was unrestricted by any rights on the part of his wife. The restriction existing with .us, grows out of the clause of the statute, 1 Rev. Code, ch. 104. <§. 26. A widow must bring herself within this statute, or her husband’s will and power over his estate are absolute. Now, the statute prescribes the mode in which a widow may renounce her husband’s will; and proceeds to declare, that a widow not making her renunciation accordingly, “ shall have no more of her husband’s slaves and personal estate than are given her by the will.’.’ In this case, nothing was given her. Therefore, she takes nothing under the will. Blit she has not renounced the .will, in the manner prescribed by the statute: b.y the terms of the statute, then, she is expressly excluded from any portion of her husband’s estate. The same consequence would follow even if the statute did not contain those strong negative words. For as there is no other restraint upon the husband’s power than that created by this clause, she must bring herself within the clause by renouncing, *263or it cannot apply to the case. It is said indeed, that the clause does not contemplate the case of a will in which there is no provision whatever for the wife, hut applies only to the case of a partial provision. But if this he admitted—if the clause does not apply, then there is no limitation upon the husband’s power of disposition. Under any view of the case the widow is entitled to nothing.

This point has never been settled by this court;* but it arose in the case of Rayan v. Rayan in the chancery court of Winchester, in 1824; and I decided it according to the opinion I have now expressed, and there was no appeal taken. The reasons for the opinion then given, will be found in Tuck. Comm, book 2. ch. 27. Wills, p. 391-2. (Edi. of 1831.)

Decree reversed, and bill dismissed.

The point can hardly be regarded as settled now; the judge of the circuit superior court and two judges of this court being of one opinion, and three judges of this court of the other.—Note by Reporter.

Reference

Full Case Name
Cocke's ex'or & others v. Philips
Status
Published