Prince v. Barham
Prince v. Barham
Concurring Opinion
concurring in the result:
Even if the fourth clause of the will, instead of using the word “managed,” had used the same language as that employed in the second and third clauses, and had specifically devised the property (subject to the defeasible fee) to the trustee for the benefit of Virginia A. Barham and at her death to be divided between her surviving children and the descendants of those deceased, taking per stirpes, still the same result would follow. George P. Barham’s interest
Reversed and. remanded.
Opinion of the Court
after making the foregoing statement, delivered the following opinion of the court.
2. The single ultimate question involved in this case, is whether the conveyance made by George P. Barham in 1884, under which the appellant claims, operated to pass the contingent interest of George P. Barham attempted to be conveyed thereby?
It is strongly argued by counsel for appellees that the 4th clause must be read along -with the 2nd and 3rd clauses of the will—and especially with the 2nd clause. That when so read and construed the conclusion must be reached that the will speaks as of the time of the event of the death of Henrietta Bailey leaving no children, in designating the
In Smoot v. Bibb, the deed unquestionably fixed upon the time of the death of the holder of the preceding estate as the time for the ascertainment of the persons to take the contingent remainder. It necessarily followed, as was there held, that only those persons who were in existence at that time could take under the devise in question. This was the extent of the holding in that case.
Precisely the same is true of the express provisions of the wills involved in all of the other cases next above mentioned, which are cited and relied on by appellees as aforesaid.
The will before us is distinctly different.
And even if the word “managed” could be given a meaning of “divided,” which in its context would operate to devise the contingent estate, which is the subject of the 4th clause of the will, to those children of Virginia A. Barham who were living at a certain time and descendants of her deceased children who were living at the same time, and to such persons only, that time, as expressly designated in the will, upon giving it the most favorable construction for appellees on this subject, would have been at the death of Virginia A. Barham, and not at' the death of Henrietta Bailey leaving no children. In such case a similar question would have been presented for decision as that involved in
However, we do not think, upon looking to the whole will, that the word “managed” can be given a meaning of “divided.” The will uses both words, but uses the former in the 4th clause only, the latter only in the 2nd and 3rd clauses. The manifest purpose of the trust created to embrace the interests which the daughter, Virginia A. Bar-ham, a married woman, would acquire under the will, was to shield such interests from any debts her husband might owe or contract. The interposition of the trustee was plainly for that purpose. The word “managed” in the 4th clause of the will seems clearly to refer only to the action of the trustee during the lifetime of such daughter. Whereas, the word “divided,” as used in the 2nd and 3rd clauses' of the will, refers to divisions to be made by others, since the trusteeship would at the time of such divisions be at an end, the parties to participate in such divisions being then entitled so to do in absolute right of ownership. The trustee was to so manage “a,ll the property” which this daughter might take under the will, as that during her lifetime it should (as expressed in the will) “not be subject to any debts her husband may owe or contract.” Such would be the ordinary and usual meaning of the word “manage,” when used in a direction to a, trustee to carry out such a purpose. When it came to the division of the property after the death of the daughter that was another matter. It is true that in the second and third clauses of the will language is used (if the will in these clauses is to be taken to speak as of the time of the death of Virginia A. Barham in its designation of her children who were to take, and not as of the time of the death of the testator—which, however, is not free from doubt), which, under the settled construction which the authorities have given to that phraseology,
These views are strengthened by the further consideration that the omission of the words, “and divided” after the word “managed” in the 4th clause of the will, which the court is, in effect, asked to supply by its interpretation, at least renders it doubtful whether the testator intended to use the word “managed” with the meaning of “managed and divided,” or of “managed” only. In this situation of doubt, if the arguments were as strong for the adoption of the former as for the latter meaning—which we do not think is the case—since the early rather than deferred vesting of estates and of rights of expectancy are favored in the law, that construction of the language of the will should be adopted which favors the former result.
We should perhaps also remark that the word “managed,” when construed along with other language in the will, serves the further purpose of expressing the intention of the testator to devise to Virginia A. Barham a life estate only in whatsoever she might take under the will; thus creating an interest in her children, and taking the case out of the operation of the line of decisions in Virginia on the subject of the effect of certain language in a devise to a woman and her children.
Since George P. Barham was one of the children of Virginia A. Barham, and was living at the death of the testator, the further conclusion necessarily follows that he was then an ascertained person to take under the devise, and consequently thereupon took a possibility coupled with an interest in his share of the devise, so that the same passed by his subsequent deed.
Hence, as of the time of suit brought, as between the appellees, the heirs at law of George P. Barham, deceased, and the appellant deriving title under said deed, the latter is entitled to such interest which became vested in right of. possession on the death of Henrietta Bailey, leaving no children.
The decree under review must therefore be reversed, and the cause will be remanded for further proceedings not inconsistent with the views expressed in this opinion.
Reference
- Full Case Name
- Prince v. Barham and Others
- Cited By
- 3 cases
- Status
- Published
- Syllabus
- 1. WILLS-Executo1~y Dev~se.-By the first clause of his will thE testator loaned to his daughter H. certain real property. By the fourth clause he provided that should his daughter H. die, leaving no children, the property loaned her, “I leave in trust to Samuel C. Hood, trustee for the benefit of my daughter Virginia A. Barham and children, to be managed as directed in regard to all the property loaned her.” Held: That the interest devised by the fourth clause in the will was an executory devise. 2. WxLLS-E~eeutor~/ Devise-Conveyance of Execntory Devise.-Ari executory devise stands upon precisely the same footing as contingent remainders in so far as transmissibility of the subject thereof is concerned, and an interest in such subject may be conveyed (certainly by virtue of such a statute as sec. 2418 of the Code of 1887 of Virginia) prior to the happening of the contingency upon which the interest is appointed by the will to vest in right of possession, provided the grantor has at the time of conveyance a possibility of taking coupled with an interest; and this he has, according to the authorities, if he, at such time, is an ascertained person to take under the devise. And he is such an ascertained person if he is designated by name or by class, all of which class are to take, and one of which he is. 8. WILLs-Execi~tory Devise-A ss~igna~ble in Eqnity and at Law.Where a possible taker under an executory devise is designated by class, and he should die before the testator, if the will speaks as of that time in designating the person to take, the survivors of the class will take; but if he survives such time, his interest, under an executory devise, equally as if it were a contingent remainder, is descendible, and assignable in equity, and also at law, certainly by virtue of the statute (section 2418, Code of 1887) in Virginia. Many of the authorities hold that the same is true at common law since the statute of uses and of wills dispensing with livery of seisin. 4. WILLs-Execitto~'y Devise-A esignable in Eqnit~j and at Latv.-In such case, it is true, the interest which is thus transmissible may be reduced in quantum, pro tanto, by the number in the class being increased, as permitted by the terms of the will; for example, by after-born children (when children of a certain person is the designation of the class), pending the happening of the event appointed for the vesting of the estate in possession. 5. Wills—Time of Taking Effect—Executory Devise—Case at Bar. —By the first clause of his will the testator loaned to his daughter H. certain real property. By the fourth clause he provided that should his daughter H. die, leaving no children, the property loaned her, “I leave in trust to Samuel C. Hood, trustee for the benefit of my daughter Virginia A. Barham and children, to be managed as directed in regard to all the property loaned her.” Held: That the fourth clause of the will speaks as of the death of the testator in its designation of the persons, to take the subject of the devise, and that the children of Virginia A. Barham living at testator’s death, and such as might be afterwards born before the death of H., leaving no children, were the objects of the executory devise as designated in the will. 6. Wills—Executory Devise—Time at Which Will Speaks—Executory Seisin—Case at Bar.—It was argued that the word “managed,” in the fourth clause, when construed with the other clauses in the will, providing for the division of the property left to Virginia A. Barham equally among her living children and the descendants of those deceased taking per stirpes, and for the property devised and bequeathed to her to be held by a' trustee during her life and not to be subject to her husband’s debts, should be given the meaning of “divided,” but the court was of the opinion that it could not be given such meaning, and even if the word “managed” could be treated as equivalent to the word “divided,” the result would have been the same. 7. Wills—Conveyance of Executory Devise—Case at Bar.—One of the children of Virginia A. Barham living at the death of the testator was an ascertained person to take under the devise, as set out in syllabus five, and consequently took a possibility Coupled with an interest in his share of the devise, which share passed under his deed of all his interest under the will. S. Remainders, Reversions and Executory Interests—Early Vesting Favored.—The early, rather than deferred, vesting of estates and of rights of expectancy is favored in the law, and that construction of the language of a will should be adopted which favors the former result.