Brown v. Brown's
Brown v. Brown's
Opinion of the Court
This case is before this court for the third time. Uearly forty years have elapsed since the litigation commenced, and the children surviving, who were unborn at the date of the marriage contract (executed in the year 1807), which we are now called upon to construe, are now aged men. It is to be hoped that this appeal will put an end to this
When the case was here in 1872 it involved a mimher of difficult questions concerning the settlement of ^le partnership transactions of Brown, Rives & Co., in which Robert Burton the elder was a partner, also » the accounts of James Brown as executor of Robert Burton the elder, together with the judicial construction of the will of Robert Burton, Jr., and other papers, deeds, and contracts, forming a fruitful source of uncertainty and strife in the courts. The record in that case was composed of two large printed volumes of many hundred pages each. But as numerous as were the questions then brought up and decided by this court, the question now to be determined was not presented in that record, and ivas raised for the first time when the case was sent back to the chancery court for further proper accounts, ordered by the decree of this court to be taken before its commissioner.
The only question we haye now to determine is, what is the true construction to be given to certain provisions of the deed of marriage settlement entered into on the 9th day of October, 1807, between James Brown and Anna P. Burton, his intended wife. These provisions are as follows:
“ And further, in order more effectually to provide for the children of the said marriage, the said James hereby covenants and agrees with the said John P. Braddick, Charles Johnston, Charles J. Macmurdo, that after his just debts there shall be raised out of his estate the sum of ten thousand pounds current money, to be paid in preference to any voluntary disposition of his property, whether by will or otherwise, and placed in the hands of the said trustees, for the purpose aforesaid, and the further purpose of -making
Aone of the contingencies mentioned in the foregoing provision ever happened. There was issue of the marriage—seven in number. ISTone of them died before attaining the age of twenty-one years, and all
James Brown departed this life in March, 1841, having first made and published his last will and testament, which bears date January 1st, 1841, and was duly admitted to probate and record. His will contains the following "provision:
“Whereas by virtue of a deéd of marriage settlement entered into between myself and my wife, Anna Pitfield Brown, on the 9tli day of October, 1807, in Avhieh I ordered to be raised out of my estate the sum of ten thousand pounds currency, in preference to any voluntary-disposition of my property, whether by will or otherwise, and held for her use, &c., &c., which deed not having been recorded may be held as annulled agreeable to the laws of this commonwealth; now, in pursuance of said deed, be it here distinctly understood, I will and devise the same by this writing to be put in full power and force, and now fully confirm the same.”
Looking to these provisions of the deed of marriage settlement and the will of James Brown, which “ confirms and puts in full power and force ” said deed in all respects, we have now to declare what is the true construction to be given to the words found in said deed “ to be held by them, if more than one, as tenants in common, with benefit of survivorship.” In solving this question the controlling, if not only legitimate enquiry is, what was the intention of the grantor and testator, James Brown, in the use of these words ? In ascertaining that intention,- we cannot rely upon any fixed course of construction founded upon arbitrary rules and technical principles; but that intention is best deduced.from the terms and provisions of both the deed of marriage settlement and the will of James Brown, viewed in the light of the circumstances which
In seeking for the true interpretation of the language used, we are not tied down to the literal words, however technical and of whatever established legal signification they may be, when read abstractly in a single phrase; but must read them and interpret them in their relation to other terms and provisions of the instrument in which they occur. The subject matter of the contract, the general purpose and object pf the contracting parties, or of the testator, shown by the instrument itself, has always been considered a just foundation for giving the words of an instrument an interpretation, when considered relatively, different from that which they would receive in the abstract. The provisions of the whole writing taken together, and showing the general design and purpose to be accomplished, is a just medium of interpretation of the language and meaning of the pai’ties in relation to it. 1 Greenl. Ev. §§ 286, 287, and cases there cited.
The great object being to discover the intention, the court may put itself in the place of the parties, and then see how the terms of the instrument affect the property or subject matter.
Applying these rules of interpretation to the case before us, and looking first to the deed of marriage settlement, we discover that it is the declared purpose of that instrument—first, to secure to Mrs. Burton, whom
But it is insisted by the learned counsel for the appelpellant that the words “ to be held by them as tenants in common, with benefit of survivorship,” are the all-controlling words in this contract; that these words are of plain legal signification and iixed meaning by judicial construction, and that they determine the rights of James Brown’s children, and the nature and extent of the estate they take under the marriage contract. He insists that by the use of these words James Brown intended that his children should enjoy in equal shares the profits of the fund (ten thousand pounds) to be raised for them, and as each died the profits were to be divided among those remaining, until finally the sole survivor would succeed to the whole fund.
This construction, so at variance with the declared purpose of the grantor to provide for his issue, and w'hich would at some indefinite period give the whole fund to the last survivor of unborn children, without any provision for the families of those who had died, can only be
To maintain his position the learned counsel for the appellant relies upon certain English cases, and affirms •that at the date of the deed of settlement (1807) the words used by the grantor, “ tenants in common with benefit of survivorship,” had a fixed legal signification, established by the decisions of the English courts, and aré capable of but' one construction, and that is, that when such words are used the period of distribution, that is, the period at which the fund absolutely vests, is the death of all the donees except the last survivor, and cannot be referred to the death of the testator or grantor, or to any other particular event. In other words, his construction of this provision is, that upon the death of James Brown his children took under the marriage settlement a vested interest in the fund liable to be divested by dying, not being the longest liver of all. According to his contention, all the children had a vested equal interest in the profits of the fund, and each a contingent interest in the whole fund dependent upon his or her being the longest liver of them all.
An examination of the English cases will show that certainly as far back as 3807, when this deed of marriage settlement was executed, there was no such uniform and unvarying rule of construction of the words “ with benefit of survivorship,” or words of like import, established by the English courts. On the contrary, the cases on the subject were conflicting and seemingly irreconcilable.
This conflict of opinion has been noticed and commented upon in two cases in this court. See Hansford v. Elliott, 9 Leigh, 79; and Martin, adm'r, v. Kirby, adm’r, 11 Gratt. 69.
• In the former case, Judge Parker delivering the opinion of the court, after reference to many of the English
A careful examination of the English cases has convinced me that the English courts have established no such fixed and invariable rule of construction as that insisted upon by the learned counsel for the appellant.
Even in the English cases which hold that the period of suvivorship relates to the period of distribution, and not to the death of the testator, the general rule is always controlled by the special intent shown by the whole instrument.
It is impossible in the limits of an opinion to pass in review all the English eases on this subject, and it is sufficient to say, after careful examination, that they do not establish any such fixed and uniform rule as that contended for.
But there is a ease decided by Lord Alvanley, just a few years before the deed of marriage settlement wre are considering was executed, and reported in 3 Ves. R. 450, which gives to the words “ with benefit of survivorship ” a very different construction from that contended for by the appellant’s counsel. It is the case of Maberly v. Strode, and was decided just fifty years after the case of Haws v. Haws, and thirty years after the case of Rose v. Hill, so much relied on by the appellants’ counsel as establishing the rule contended for. In that case the clause for construction in the testator’s will was as follows: “But in case my son shall die unmarried and without issue, * * * * then and in such case in trust to assign and transfer the principal of such funds and securities unto my nephews, "William and James Strode, in equal proportions, share and share alike, (his, her, and their issue, or the issue of either of them, to take their parents’ share,) with benefit of survivorship to my said nepheios and, niece.” Upon the construction of these words (the same words used in the deed of settlement
He says (p. 455): “The other question (i. e. the question to what period the words of survivorship relate) admits of more doubt; but in the opinion I have formed upon the words of survivorship I found myself upon what I thought myself warranted to do in Perry v. Woods (ante 204), when I had occasion to look into all the authorities, and I relied upon Stringer v. Phillips, followed by Roebuck v. Dean, which is almost exactly the present case; and there the lord chancellor thought himself warranted to follow Stringer v. Phillips. All the cases were considered in Perry v. Woods; and Brograve v. Winder, 2 Ves. R. 634, was urged as an authority that the lord chancellor had changed his opinion. I have looked into these cases, rather wishing to found my opinion upon them. Roebuck v. Dean is as near this case as can be. Lord Bindon v. Lord Suffolk seems, as the lord chancellor said, to have had a very odd fate in the house of lords. Considering Stringer v. Phillips, recognized by Lord Sardwick, his lordship thought it safer to adhere to that. It is very true in Brograve v. Winder he was of opinion the words were such as plainly proved the vesting was postponed ; he gives his reasons, but does not retract what
This case was decided in 1797, just ten years before the marriage contract was executed, and is the last English case I can find before 1807. This case is in utter repugnance to the doctrine contended for here by the appellant’s counsel. See also Stringer v. Phillips, 1 Eq. Ca. Ab. 293; and specially Roebuck v. Dean, 2 Ves. R. 265. In that ease testatrix gave stock to trustees in trust to pay dividends to her niece for life, and after her decease that the stock should be equally divided among the brother and four sisters of the testatrix, and in like manner to the survivors or survivor of them. This was declared to be a tenancy in common between those alive at the death of the niece and the representatives of such as died i.n her lifetime.
It is proper to remark before passing from the English authorities, that in the case of Haws v. Haws, so much relied on as establishing the rule contended for, the lord chancellor said this case stands on its own cir
I have thus considered at length the English cases because they were relied on as establishing the rule of construction of the words-used: “with benefit of survivor-ship.” "While there is no case in this court in which this precise question has arisen, or these words have been construed, yet the doctrine of this court on the general subject of the survivorship has been clearly affirmed in several decisions, which are opposed to any rule which refers the period of survivorship to an indefinite period, when the last survivor only shall be living, as the period for the enjoyment of the fund. See Hansford v. Elliott, 9 Leigh, 79; Martin, adm’r, v. Kirby, 11 Gratt. 67; Stone’s ex’or v. Nicholson, 27 Gratt. 1, and cases cited in opinions of Judges Parker and Lee.
JBoth upon principle and authority I am of opinion that the words in the marriage settlement before us do not limit the enjoyment of the fund to the last survivors of the children of James Brown, but that they refer to the death of Mrs. Brown. Those who succeeded her took an equal interest in the fund. • Upon a fair and legal construction of the words of survivorship, the period of distribution relates to the death of Mrs. Brown, and not to the death of all the donees save the last survivor.
I would fix that period at the death of Mrs. Brown rather than to the death of the grantor, James Brown, because the fund was not to be created until after the death of Brown, and after the payment of all his debts and legacies; and for the further reason that during the life of Mrs. Brown she is entitled to a certain portion-of the profits of said fund contingent upon the number of children that might be the fruit of the marriage. I would, therefore, fix the period to which the words of survivorship relate at the death of Mrs. Brown, and not the death of the testator. Practically, it can make no
The construction which w'e have given to the marriage settlement is that which is fully warranted by the authorities, and which carries into effect the plain meaning and intention of the parties, without resorting to the unusual and unnatural interpretation which presupposes an intention to give the whole fund at an indefinite period, it may be nearly a century afterwards, to the longest liver of the unborn children of a prospective marriage. Upon the whole case, I am of opinion that there is no error in the decree of the chancery court, and that the same be affirmed.
The other judges concurred in the opinion of Christian,, J.
Decree affirmed.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.