Dixon v. McCue
Opinion of the Court
I have experienced no serious difficulty in coming to the conclusion that the appellant has wholly failed to make out a case on her original bill.
I am not prepared to say that the period had not arrived when to postpone any longer a sale of the farm would have involved a plain disregard, by the executor, of the testator’s intentions.
The second, third and fourth clauses of the will, as also the first portion of the fifth clause, would seem to indicate a purpose, on the part of the testator, to leave it to the discretion of his executor either to sell the farm immediately on the expiration of the term of five years, during which the appellant was to have the possession and management of it, or to defer a sale thereafter as long as in his opinion the interest of the family would be promoted by its being retained in the possession of the appellant. But in the last member of the fifth clause, after expressing his “ anxious desire” that his boys, on arriving at suitable ages, should be bound out by the executor, to learn good trades, the testator directs that if either one of them prefers an education, the executor, if he deems it advisable, is to apply a part of the share of such son in the estate to that purpose; such part to be deducted from his share, on his attaining the age of twenty-one years : “ at which time or age (the will proceeds) it is my desire that each of my children sharing and sharing alike, shall receive his or her fair proportion of the whole of my real estate.”
The will of the testator was proved and ordered to be recorded at the April term of the County court of Augusta, 1847, and the advertisement of the sale of the farm is dated the 28th of April 1852. The term of five years, during which the appellant had a right to hold the farm, independent of any consent on the part of the executor, had therefore expired. The bill of injunction filed by the appellant appears to have
In the testimony of the numerous witnesses who were examined as to the management of the farm by Mrs. Dixon, and as to whether the interests of the family would probably be promoted by her being allowed to retain the possession for a longer period, there is much conflict. Several of them, who seem to be men of observation and experience in such matters, think that the farm has been judiciously managed, and express the decided opinion that the interests of all the children would be promoted by Mrs. Dixon’s continuing to retain the possession and management. On the other hand, several others of them, whose means of forming a judgment, apparent candor in • stating their reasons, &c. would seem to entitle their views of the matter to an equal degree of consideration, regard the management of the farm, of the children, and of the concerns and interests of the family,
The charge in the bill, that the executor, in determining to make a sale of the farm, was prompted by a desire to advance his own pecuniary interest, rather than by a regard to the interests of the family, derives no support or countenance whatever from the evidence ; and there is an entire absence of any thing to show that his conduct was actuated by any improper bias, or wish to advance the interests of the older children at the expense of Mrs. Dixon and the younger children.
In such a state of things there would appear, to my mind, to be a strong semblance, if not of usurpation, at least of uncalled for and improper exercise of power, in a chancellor’s interfering and undertaking to substitute his discretion in the place of that of the executor.
As already intimated, it would require a very liberal interpretation of the will in favor of the pretensions of the appellant, to hold that the matter of proceeding to make a sale of the farm was, at the time of the filing of the bill, any longer optional with the executor, and had not become, by reason of the ap
This has not been shown. I see nothing in the case from which to infer that the executor has not been governed by a sincere, impartial and just regard to the interests of all concerned. And I think that the Circuit court properly refused to stay a sale any longer» on the grounds taken by the appellant in her original bill.
Several questions arising upon, the amended bill, remain to be considered.
The first of these is: Has Mrs. Dixon, upon a proper interpretation of her husband’s will, a just claim; to the provisions therein made for her, and also a right to have dower assigned her in his estate ?
The general principles in reference to which this question must be considered* are few and well ascertained, notwithstanding the precedents disclose much apparent conflict in the opinions of judges engaged in the task of applying those principles to the special facts and circumstances of particular cases.
The cardinal doctrines upon the subject are clearly and concisely stated by Vice Chancellor Kindersley, in the case of Gibson v. Gibson, 17 Eng. L. & E. R. 349. The first principle (he says) is, that the doctrine of
To the extent of the first three propositions, as I understand them, the doctrine upon the subject is the same in Virginia as in England. The fourth proposition, however, restricting the search for the testator’s
The rule with us in respect to the admissibility of extrinsic evidence to explain a will generally, as stated by Judge Lee, in the case of Wootton v. Redd's ex'or, 12 Gratt. 205, is, that in expounding wills, “ extrinsic evidence may be resorted to for the purpose of showing the situation of the testator and the state of his family and of his property at the time of making his will.” And he adds, that “generally, evidence may be received, as to any facts known to the testator which may reasonably be supposed to have influenced him in the disposition of his property, and as to all the surrounding circumstances at the time of making the will.”
There are dicta of English chancellors to the effect that, in order to put the wife to her election, it must appear from the will that her right to dower was present to the mind of the testator, and that his dispositions were made in reference to it, and with a purpose to exclude it. And there are expressions in the latter part of Y. C. Kindersley’s statement of his third proposition, which, if taken alone, would seem to countenance such an idea; But when we look to his whole statement, I think it quite clear that he meant to affirm nothing further on that head than what was said by Lord Alvanley in French v. Davies, 2 Ves. jr. R. 572, viz: that the testator must appear to have the wife’s rights in mind, and mean to bar her, or that what she demands is repugnant to the disposition. This
It has been frequently said by learned judges and law writers that the implication which puts the widow to her election, must be a clear and necessary one.
Dangan, Oh., in the case of Bailey v. Boyce, 4 Strobh. Eq. R. 84, whilst stating the law very strongly in favor of the rights of widows, still thought it proper to explain what he understood and intended by a necessary implication. “ There is (he said) of course some latitude here as to what is a necessary implication or inference. A necessary implication or inference arising on the face of a will or deed, I apprehend, unless words have lost all certainty, means a construction the converse of which would be unreasonable, far-fetched and forced.” And it is, I take it, in the sense of this definition that expressions of the kind have been usually employed.
In saying in the case of Higginbotham v. Cornwell, 8 Grratt. 83, that “ the conclusion against the claim of the widow ought to be as satisfactory as if it were expressed,” Judge Baldwin has, as I humbly conceive, stated the doctrine somewhat too strongly. A rule thus rigid, whilst it formed no necessary foundation for the judgment of the court in that case, would, in my opinion, come in conflict, with decisions in numerous cases which have been too long and too generally recognized as precedents, to allow of dissent or doubt in respect to their authority now. There are comparatively very few of the reported cases, wherein impli
The case of Wiseley v. Findlay, 3 Rand. 361, is cited in the petition for the appeal as authority for the propositions, that a devise by a husband to his wife of his whole lands for years, even if expressly declared in the will to be in lieu of dower, would not, though she took the lands under the will, be such a jointure as could bar her right of dower. And that no provision made for her in her husband’s will, in personal estate, though accepted, can bar a widow of her dower in his real estate. On a reference to the case it will be seen that no such propositions were decided by the court; though it is true that dicta to that effect were made by Judge Green in the course of his opinion. Judge Tucker, in vol. 1 of his Commentaries, at p. 74-5, remarks at some length on the case of Wiseley v. Findlay; and at p. 75, he says, “ It is very certain that in that case, the provision being by will, it was no absolute bar, if the wife chose to renounce it; which she might have done, notwithstanding more than a year had elapsed from her husband’s death ; as the act requiring such prompt renunciation did not apply to her dower right. Still we are not precluded, I presume, by the opinion of the court in that case, from giving to the act a construction which would make even personalty a bar to dower, when properly settled by way
As has been already intimated, however, whilst the general principles underlying questions of the kind, can no longer be regarded as subjects of serious controversy, yet,' in the application of the principles to the cases, much conflict in the decisions will be found to exist. Not unfrequently, cases in which the implications of the testator’s intention to exclude the claim of dower have been adjudged sufficiently strong to put the widow to her election, are found to be distinguished from others where the opposite result has been arrived at, by features of little mark or prominence. And in some classes of cases, the conflict of decisions is direct, the opposing judgments growing out of the different degrees of weight allowed by different judges to facts of the same or a like character. Thus, in numerous cases it has been decided, and may be regarded as clearly settled by the English decisions, that when a .testator merely devises all of his lands to be sold and a part of the proceeds to be paid to his wife; or where, after making bequests or devises to his wife, he devises the residue of his estate or the balance of his lands to others; no such implication arises of an intention on the part of the testator to exclude the widow’s claim to dower in such residue or balance of the real estate, as will put her to her election. It is said that the claim to dower does not, in either of such cases, come plainly in conflict with the intentions of the testator in respect to other objects of his bounty; that except where he has plainly indicated a purpose to do so, it is not to be presumed that he has designad to give away rights that do not belong to him; that such devises do not in terms import any thing more than all of the testator’s interest in the subjects given.
In the case of Foster v. Cook, 3 Brown. C. C. 347,
In the case of Gibson v. Gibson, already cited, Y. C. Kindersley, after citing the foregoing observation, pursues the answer to arguments of a like character, with a few additional pointed remarks. “ When it is recollected (he says) that it is only because the lands are his that the wife is entitled to dower out of them at all, it would be strange if his describing them as his should have the effect of excluding her from her right to dower. She is entitled to dower only because the lands are his ; and the argument is, that because he describes them as his he meant to deprive her of dower.” Still, upon the question whether the widow is put to her election by an annuity payable out of all the testator’s estates or lands, the decisions have not been uniform. There is probably a preponderance against putting her to an election in such cases; but there are many well considered decisions the other way. And yet it is not easy to perceive any material difference, in the reasoning applicable to such cases, from that which was received as so satisfactory in the class of cases first mentioned.
And yet again, in cases where the testator has devised all his estates, or all his lands, or the residue of his estates or lands, to trustees, with power to lease, the English chancery court, after much discussion and some conflict of decisions, seems now to have come to the settled conclusion that the wife, in such cases, if provided for to any extent by the will, must make her election. Kindersley, Y. C. in the case of Parker v. Sowerby, 21 Eng. L. & E. R. 39, said, that there was a series of cases which decide that although a devise of
In the case, however, of Warbutton v. Warbutton, 23 Eng. L. & E. R. 415, coming on the year after (1854), before Stuart, V. C., he made a directly opposite decree. In the course of his opinion he said, that the power of leasing might be a strong circumstance, but that it was not enough to put the widow to an election : and he endeavored to show, that in Parker v. Sowerby, the opinion and decree had proceeded from a misapprehension of the decisions on which they were founded. This decree in Warbutton v. Warbutton induced the defeated party in the case of Parker v. Sow
There is still,, however, a further class of cases, which, as I conceive, bears more directly on the one before us than any to which reference has yet been made. In the case of Miall v. Brain, 4 Madd. R. 68, where the testator devised his estate to trustees, with directions to permit his daughter to use, occupy and enjoy a certain freehold house for her life. The vice chancellor held, that the testator contemplated for his daughter the personal use, occupation and enjoyment of the house, which was inconsistent with the widow’s right to dower therein. And the widow was put to her election.
A like decree was made in the case of Butcher & wife v. Kemp, 5 Madd. R. 61. The facts of the case are stated with sufficient detail, in the opinion of the vice chancellor, to show its application to this. “ The testator (he said) directs that his trustees shall stand possessed of the farm, which he describes as containing about one hundred and thirty-six acres, during the minority of his daughter, upon trust to carry on the business thereof, or to let the same upon lease for her benefit, as they should think best; and for that purpose, gives them all his stocks, cattle and implements on the farm. The question is, whether the testator can be considered as speaking of his interest in the farm subject to his widow’s claim of dower. His plain intention is, that his trustees should, for the benefit of his daughter, have authority to continue his business in the entire farm which he himself occupied, consisting of about one hundred and thirty-six acres; and
The case of Birmingham v. Kirwan, 2 Sch. & Lef. 444, to the extent of the opinion and decision respecting the house and “demesne of 170 acres,” in which dower was claimed, may be ranged in the same class of cases. See also Taylor v. Taylor, 20 Eng. Ch. R. 727; and Lowes v. Lowes, 26 Eng. Ch. R. 501.
Testing this case by the foregoing precedents, I do not think that the claim of the widow, to its whole extent, can be justly sustained. The directions in the second and third clauses of the will, that the widow shall retain possession of the farm for the space of five years after the testator’s death, and manage it in the best possible manner: that the family, including the testator’s mother, shall be all kept together and maintained and supported from the proceeds of the farm: that the education of the children shall be
No doubt or cloud is thrown over the indications of the testatoi’’s intentions, to be collected from the second and third clauses of the will, by the language which he has employed, in the fourth clause, in directing the sale of the i-eal estate. If this direction, and the further dii’ection to pay the widow one thousand dollars out of the proceeds of the sale, constituted the only .provisions in which the testator set forth the position which he intended her to occupy in respect to his real estate, the rights which he wished her to have therein after his death, there would be room to ai’gue that the case came within the influence of the first class of decisions to which i-eference has been had. In such a state of things, it might be said that the expression, “ my executor is vested with full power and authority to dispose of all my real estate in fee simple, in as full and large a manner in every respect as I could myself do if living,” did not show a clear purpose to bar the widow of her dower, inasmuch as the testator, “ if living,” would have i?b “ power or authoi'ity” to dispose of her right thereto; and that hence no conflict could arise from the widow’s claiming both her dower and the thousand dollars. But, as we have seen, such is not the case. And there is no rule which requires us to cull out from the will the expi'essions most favorable to the pi’etensions of the widow, and, rejecting the explanations furnished by other poi’tions of the will, to treat such expi’essions as the controlling indications of the testator’s intentions. The provisions which the testator has made for his wife and children out of the products of his real estate for the five years after his death, and out of the proceeds of the sale thereof after the expiration of that period, are closely .connected parts of one entire scheme. And when we
I concur therefore in the opinion of the Circuit court, that the widow is not entitled to dower in the land, and at the same time to the legacy of one thousand dollars given her by her husband’s will out of the proceeds of the sale of the land. But I do not think she has done any thing which deprives her of the right to make her election now. Her retaining possession of the farm after her husband’s death, does not of itself furnish conclusive evidence of her having elected to accept the provisions made for her by the will. Her possession down to the period of the advertisement of the farm for sale by the executor was, unexplained, conduct of an equivocal character, susceptible of reference, either to her rights as the widow of the testator, or to rights conferred upon her by his will. No state of things has grown out of her action in the matter, to disturb which now, would work wrong or injury to others. It is true, that in her bill she discloses the fact that in retaining possession she had been acting under her husband’s will, but under her husband’s will, as she construed and understood it. She states in the
Upon the whole, I am of the opinion to reverse the decree, and remand the cause for further proceedings in accordance with the principles herein declared, and with liberty to Mrs. Dixon to make her election between ber dower in the land and the legacy of one thousand dollars, which the executor is directed to pay her out of the proceeds of the real estate.
Decree affirmed in part, and reversed in part.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.