Beall v. Schley

2 Gill 181
CourtCourt of Appeals of Maryland
DecidedDecember 15, 1844
StatusPublished
Cited by19 cases

This text of 2 Gill 181 (Beall v. Schley) is published on Counsel Stack Legal Research, covering Court of Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Beall v. Schley, 2 Gill 181 (Md. 1844).

Opinion

Archer, J.,

delivered the opinion of this court.

The controversy in the present case, arises under the will of Caspar Mantz ; and grows out of the following clause in the will:

“ And furthermore, I do hereby make and constitute my sister Theresa, my residuary legatee and devisee; and I do hereby give and bequeath to her all my money, choses in action, and all the rest, and residue, and remainder of my property, real, personal, and mixed, (not hitherto devised or bequeathed,) of which I am now possessed, or of which I may he possessed, at the time of m.y death; to her, my said sister Theresa, her heirs and assigns forever.”

Which said will was executed on the 9th day of August 1832.

On the 18th March 1835, he purchased of a certain Joseph Kenega, a valuable farm, near Frederick town, for which he duly obtained a conveyance; and died on the 29th October 1839.

[198]*198It appears by the facts in the case, that the testator left three sisters, Mrs. Harding, Mrs. Barr, and Mrs. McEIfresh; and that Mrs. McEIfresh is his residuary legatee and devisee.

Among other things, the testator devised to John McEIfresh, in fee, the husband of the residuary legatee and devisee, certain real estate; and fifteen thousand dollars in cash, in trust, for the use of Mrs. Harding, for life, and after her death, the whole, of the said property to go to Mrs Harding’s children ; as in the will is particularly specified.

A devise of certain real estate, and thirty-two thousand dollars, besides bank, and turnpike stocks, particularly specified in the will, was made to the same trustee for the benefit of Mrs. Barr, for life, and after her death, for the benefit of her children ; as set forth particularly in the will.

He also devised sundry lands to Mrs. McEIfresh, her heirs, and assigns; and in the conclusion of his will, constituted her residuary legatee and devisee, in the terms which have been before set forth.

The question submitted to us under the will, above adverted to, as appears by the agreement, and statement in the record, is, whether Mrs. Barr, by her trustee, can claim the property devised in trust to her, by the will of Caspar Mantz; and also, as heir at law, the one-third of the value of the Kenega farm, purchased by Caspar Mantz after the execution of his will ?

The will not having been republished, it is conceded, that the after purchased lands never passed under it; no matter how clear may be the intention of the testator, in the clause under consideration, to pass them.

The answer to the question will be found in the solution of the enquiry, whether the case is one for election, according to the principles of law applicable to such doctrine? The inapplicability of the doctrine of equitable election, to this case, has been urged upon several grounds :

1st. On the intention of the testator, as deduced from the residuary clause.

2nd. Its inapplicability to an heir at law.

[199]*1993rd. Its supposed inapplicability to a clause in a will, which, although it may manifest the intention of the testator, is in itself inoperative to pass any estate by the rules of law. And,

4th. On the ground that the case before us, if the intention were even clear, and if applicable to an heir at law, is not of such a character as comes within the most approved definition of the doctrine.

1. No person will be compelled to make an election, unless the intention of the testator be sufficiently made out. There never can be a case of implied election, but upon a presumed intention of the testator. 3 Bro. Ch. 191, 1 Ves. jr. 257, 557. The degree of intention necessary to raising a case of election, must plainly appear upon the face of the will. On the other hand, it is said, the court is not to refuse attention, to what amounts to a moral certainty of the testator’s intention; where that is to be gathered, either from the state of the property, or the purview of the will. 4 Bro. Ch. 24.

What was then the intention of the testator in the residuary clause ? It is supposed that the residuary clause maybe construed, so as only to shew an intent to pass, that which should constitute a residue of his then existing property, at the time of his death; and not properly, which, after the execution of his will, he might acquire. Such a construction would make the testator guilty of the folly of supposing, that without such clause, either the residue at his death would not pass, by the term, “of which I am now possessed,” or, that any portion of his property, constituting a part of the residuary, if disposed of by him in his life time, would pass under the will: a supposition we should not be justified in making, when the words, themselves, have so plain an import. His design is declared in express terms, to make her his residuary devisee ; and of what, he explicitly announces, by devising the remainder of the property, of which he was then possessed, or of which he might be possessed at the time of his death; the term “which,” referring in the mind of the testator to the word “property” and not to the word “remainder.” It then stands as a devise of all the estate of which he died possessed, or of which he might be possessed at the time of his death,

[200]*200We agree with the Vice Chancellor, in 4 Sim., 520, that such words show in a most marked manner, that he intended to pass, not only the estates he had at the date of the will, but all that he should be in possession of, at the time of his decease. It cannot be denied, that the words would pass all the personal estate, that the testator was possessed of at his death; and if it is clear as to future personal estate, bow can it be said he had not the same intention as to real estate, when they are both disposed of in the same sentence ? Can any one say, that he had one intention as to personal estate, and a different intention as to the real estate, when he uses “the same words as to both.” And he overrules a contrary construction put upon words of the like import,, in Back if Kett, Jacobs Rep., 540.

2. That this doctrine is applicable to an heir at law, is clear from the authorities. 2 Vern. 586. 2 Ves. Jr. 696. 2 Scho. & Lef. 449. 2 Story Eq. note, 338. 2 Ves. Jr. 544, 559. 2 Ves. & Bea. 187, are all cases where the heir at law was put to his. election; and in 10 Ves, 593., the point was admitted, that the doctrine reached the heir. The same doctrine was applied in 2 Eq. Ca. 2, referred to in 2 Rop. Leg. 405; and in the case of 2 Ves. & Bea. 187, it was applied in a case, in which the devise to the heir was inoperative.

In the case of an express condition, there never could have been a doubt, because the testator may annex what condition he pleases to his estate. Why should not election occur in the case of an implied condition, if the intention be plain and clear, as against the heir ? It is said, that the devise to the heir is read as if it were to him absolutely, if he confirm the will; if not, then in trust for the disappointed devisees as to so much of the estate given to him, as shall be equal in value to the estates intended for them.

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Bluebook (online)
2 Gill 181, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beall-v-schley-md-1844.