Anderson v. Cary

36 Ohio St. (N.S.) 506
Ohio Supreme Court·Decided January 15, 1881·Published

Opinion

MoIlvakte, J.

The decision of this case depends on the construction and effect to be given to the last will and testament of George W. Cary. The question to be decided is, did the plaintiff, by his mortgage from Thomas C. Cary, or by his levy upon the same premises, acquire a lien thereon ? The plaintiff claims that the interest or estate of Thomas C., devised to him in the eighth item of his father’s will, as to the farm on which the testator resided, was subject to a lien under both the mortgage and execution ; and that the subsequent sale of this interest or estate, by Thomas to Charles, did not displace the lien either of the mortgage or the levy. These claims of the plaintiff are contested by Charles. What, then, was the true intent of the testator % And, what, the force and effect of this devise ?

The provisions of the will which at all affect the question before us are as follows:

“Item Fourth. — I give and bequeath to my beloved wife, Mary Elizabeth, the sum of six hundred dollars, to be paid out of my personal estate, one hundred dollars of the same to be paid over to her out of the first moneys collected by my exeoutor.

. “ Item Fifth. — I give and bequeath to my two sons, Thomas C. Cary and Charles Lincoln Cary, the residue of moneys and the proceeds of my obligations after giving the legacies afore[513]*513said, the same to be divided equally between them, share and share alike.

“ Item Sixth. — The balance of my personal estate, consisting of personal property, farming implements, stock, cattle, sheep and all other property, personal, except one top buggy and such surplus of grain on hand as shall not be needful for the purposes of the farm, which are to be sold by my executor, I give and bequeath to my wife aforesaid, and to my children before named for the purposes of carrying on my farm, until my oldest son, Thomas C. Cary, arrives at full age, they, the said family, to use the said property in common for the purposes of carrying on said farm and enjoying the proceeds of-the same, and when my oldest son-arrives at the age of majority, then I desire that my said daughter, Mary Elizabeth, shall sell her interest in the said property so held in common to my said wife and sons, before named. Then the said Mary to have for her said interest in said last named property the appraised value of such property as has been appraised and such property as has been accumulated from said farm during said period, prior to the said majority of said Thomas, to be equally divided, and the said Mary Elizabeth to be paid such amount for her interest as shall be agreed upon between them, she to sell to them, the said sons and my said wife, her interests in said property as aforesaid.

“ Item Seventh. — I give and bequeath to my said wife all my household and kitchen furniture, beds, bedding of every kind whatever, and when my said son Thomas shall have arrived at the age of majority as aforesaid, from and after that time I give and bequeath and so direct that my said wife shall have in lieu of dower one-third of the rents and profits of the farm on which I now reside in Green township aforesaid, as long as my said wife shall remain my widow, and in the event of her marriage then I order and direct that she shall forfeit her said dower as aforesaid, and in lieu thereof I direct that my two sons, Thomas and Lincoln, shall pay to her the sum of twenty-five hundred dollars, one thousand of which shall be paid within sixty days after such marriage and the balance in three equal annual payments without interest. This last item and the six-hundred-dollar [514]*514item and the former provisions made in the foregoing specifications are to be in lieu of all her dower in all my real estate, including three hundred and twenty acres of land I own in the state of Iowa.

“ Item Eighth. — I give and bequeath the farm on which I now live, of two hundred and eighty-five acres, to my two sons, Thomas and Lincoln, upon the following conditions :' 3. I direct that they, the said sons, shall not be allowed to sell and dispose of said farm until the expiration of ten years from the time my son, Charles Lincoln, arrives at full age, except to one another, nor shall either of my said sons have authority to mortgage or incumber said farm in any manner whatsoever, except in the sale to one another as aforesaid. I also give and bequeath to my two sons aforesaid, two hundred and forty .acres of land lying in the south-east corner of .Fayette county, Iowa, which I received by deed from Richard Probert, and the .same is now on record in said county; also eighty acres of land in Chickasaw county, Iowa, which I received by deed from A. H. Crawford.”

What estate in the home farm*did the testator intend, by the •.eighth item, to give to his sons ? By section 55 of the wills .act of 1852, in force when this will was made, it was provided, “ every devise of lands, tenements and hereditaments, in any will hereafter .made, shall be construed to convey all the. estate •of the devisor therein, which he could lawfully devise, unless it shall clearly appear by the will that the devisor intended to ■convey a less estate.” The estate of the devisor in these lands was an absolute fee simple. By other jmovisions in this will, •it is clear that the testator intended that, from the majority of Thomas, his widow, so long as she remained a widow, shoxild have >one-third of the rents and profits of said farm. Whether the right thus given to the widow was an interest in the land, ■or an interest in the rents and profits as such, it is quite clear to our minds that the fee simple absolute, subject to the right •of the widow, passed to the sons, as. fully and amply as the testator “ could lawfully devise ” it. It is true, the testator coupled with the devise the words: “ Upon the following conditions: I direct that they, the said sons, shall not be allowed to sell and [515]*515dispose of said farm until the expiration of ten years from the time my son, Charles Lincoln, arrives at full age, except to one another, nor shall either of my said sons have authority to mortgage or incumber said farm in any manner whatsoever, except in the sale to one another as aforesaid.” But by these conditions (so nominated) we do not understand that the testator intended a forfeiture upon breach ; there is no limitation over in favor of any one; and if a forfeiture for the benefit of his heirs was intended, the devisees, being two of his three heirs, would each have inherited a third part; so that, as heir of the testator, Thomas C. had full power to charge one-third of the land by mortgage to the plaintiff. But there is no indication in the will, or in the circumstances of the testator, that he intended, in any event, to die intestate as to this property; while, on the other hand, it seems clear to us that the testator intended, in all events, that his sons should take this farm, subject to the rights given to their mother, to have and to hold the same to them and their heirs forever. Instead of giving to his sons an estate in the land less than a fee .simple, his intent and purpose was to give them the fee simple, but to eliminate therefrom its inherent element of alienability, for a limited period, or to incapacitate his devisees, although sui juris, from disposing of their property for the same limited period, to wit: until the younger should arrive at thirty-one years of age — each and both of which purposes are repugnant to the nature of the estate devised.

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Anderson v. Cary, 36 Ohio St. (N.S.) 506 (Ohio 1881).

36 Ohio St. (N.S.) 506 (Anderson v. Cary) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.