Davis v. Rowe
Opinion
The Judges delivered their opinions.
Judge Carr.
This i3 a case arising on our Law of Descents, and involving a most important principle of construction. Anthony Gardner had a brother who had one daughter, (Mrs. Davis,) and a sister who iud two sons, James and Fruncís Rowe, and two daughters, Mrs. Boyd and Mrs. Shackleford. The sister and brother of Anthony (iardner died before him, leaving these children. Mrs. Boyd and Mrs. Shackleford, also died in his life-time'; the first leaving two children, the last six; and then Anthony Gardner died intestate and without issue, leaving estate real and personal. The question is, how shall this estate be divided between these eleven relations? For the Plaintiff, (Mrs. Davis,) it is contended, that our Statute has no provision by which we can adjust the proportions of the claimants, that we must therefore call in the aid of the Common Law, and by ihet/w representation's, placing Mrs. D. in the shoes of her father, give her half the estafe, and divide the other moiety among the rest. For iba Defendants it is contended, that the Common Laio has been ntierlj. abolished by the Statute, and can in no question of descents bo invoked; that the Statute embraces this ease, and under it the infiel ilrnicc shouH he divided into five portions, one of which should bo given to ouch of the nephews, one to the niece, and the other two io be divided between the descendants of Mrs. Boyd and Mrs. Shackleford. The Chancellor decreed to this effect, from which the appeal is taken. Perhaps a few preliminary remarks may enable m the beiier to understand the force, effect and extent of our Statute.
From the date of our existence as a Colony, to the Revolu¡ion, the Common the descent of real estates, was the Law of the land. Of this Law the first Canon, as noticed f y Blacks lone, is, that inheritances shall lineally descend to the issue of the person who last died actually Seised, in infinitum, but shall never lineally ascend: 2dly. That, the male issue shall be admitted before the female: 3dly, That where there are two or more males in equal degree, the eldest only, shall inherit but the females «II together: 4th. That the lineal descendants, in infinitum of any person deceased, shall represent their ancestor, that is, shall stand in the same place as the person himself would have done had he been living: Mb, That on failure #f the lineal descendants or issue, ofthe [360] person last seised, the inheritance shall descend to his collateral re» lations, being of the blood of the first purchaser: 6th. This collate™ ral heir must be the next collateral kinsman of the whole blood. Ev~ ery body knows that these Canons of descent are the creatures of the Feudal System, and, however calculated to support a Government like that of England, are in violation of natural affection, and repugnant to the free spirit of a Republic. While the descent of real estate was thus carefully moulded by the Common Law, according to '.he spirit of the Feudal System, it took no thought of the personalty; but left it to the controul of a different system; for, where no Will •appeared, the Ordinary had the absolute disposal of the personal estate; being not bound (further than in conscience,) to pay the debts of the intestate. The Statute of Westminster 2, ch. 19,13th Echo. 3 st, subjected the Ordinary to the suit of creditors, as Executors were. By 31st Edw. 3d, they wove bound to grant Administration io the nearest and most lawful friends of the deceased: and this is the origin of Administrators, who were placed, by this Statute, on the footing of Executors. Still the Ecclesiastical Courts exercised jurisdiction over the subject They granted Administration, they called the Administrators to account, and undertook to distribute the surplus of the personal estate, among the kindred of the intestate, according to the rules of the Civil Law, de successoribusf ab intssiato. And this was deemed so reasonable, that it was tolerated for a long time, and the Ordinaries, in the bonds taken of the Administrators to account with them, usually inserted a clause, that the overplus upon such account, should be distributed as the Ordinary should appoint.
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The Judges delivered their opinions.
Judge Carr.
This i3 a case arising on our Law of Descents, and involving a most important principle of construction. Anthony Gardner had a brother who had one daughter, (Mrs. Davis,) and a sister who iud two sons, James and Fruncís Rowe, and two daughters, Mrs. Boyd and Mrs. Shackleford. The sister and brother of Anthony (iardner died before him, leaving these children. Mrs. Boyd and Mrs. Shackleford, also died in his life-time'; the first leaving two children, the last six; and then Anthony Gardner died intestate and without issue, leaving estate real and personal. The question is, how shall this estate be divided between these eleven relations? For the Plaintiff, (Mrs. Davis,) it is contended, that our Statute has no provision by which we can adjust the proportions of the claimants, that we must therefore call in the aid of the Common Law, and by ihet/w representation's, placing Mrs. D. in the shoes of her father, give her half the estafe, and divide the other moiety among the rest. For iba Defendants it is contended, that the Common Laio has been ntierlj. abolished by the Statute, and can in no question of descents bo invoked; that the Statute embraces this ease, and under it the infiel ilrnicc shouH he divided into five portions, one of which should bo given to ouch of the nephews, one to the niece, and the other two io be divided between the descendants of Mrs. Boyd and Mrs. Shackleford. The Chancellor decreed to this effect, from which the appeal is taken. Perhaps a few preliminary remarks may enable m the beiier to understand the force, effect and extent of our Statute.
From the date of our existence as a Colony, to the Revolu¡ion, the Common the descent of real estates, was the Law of the land. Of this Law the first Canon, as noticed f y Blacks lone, is, that inheritances shall lineally descend to the issue of the person who last died actually Seised, in infinitum, but shall never lineally ascend: 2dly. That, the male issue shall be admitted before the female: 3dly, That where there are two or more males in equal degree, the eldest only, shall inherit but the females «II together: 4th. That the lineal descendants, in infinitum of any person deceased, shall represent their ancestor, that is, shall stand in the same place as the person himself would have done had he been living: Mb, That on failure #f the lineal descendants or issue, ofthe [360] person last seised, the inheritance shall descend to his collateral re» lations, being of the blood of the first purchaser: 6th. This collate™ ral heir must be the next collateral kinsman of the whole blood. Ev~ ery body knows that these Canons of descent are the creatures of the Feudal System, and, however calculated to support a Government like that of England, are in violation of natural affection, and repugnant to the free spirit of a Republic. While the descent of real estate was thus carefully moulded by the Common Law, according to '.he spirit of the Feudal System, it took no thought of the personalty; but left it to the controul of a different system; for, where no Will •appeared, the Ordinary had the absolute disposal of the personal estate; being not bound (further than in conscience,) to pay the debts of the intestate. The Statute of Westminster 2, ch. 19,13th Echo. 3 st, subjected the Ordinary to the suit of creditors, as Executors were. By 31st Edw. 3d, they wove bound to grant Administration io the nearest and most lawful friends of the deceased: and this is the origin of Administrators, who were placed, by this Statute, on the footing of Executors. Still the Ecclesiastical Courts exercised jurisdiction over the subject They granted Administration, they called the Administrators to account, and undertook to distribute the surplus of the personal estate, among the kindred of the intestate, according to the rules of the Civil Law, de successoribusf ab intssiato. And this was deemed so reasonable, that it was tolerated for a long time, and the Ordinaries, in the bonds taken of the Administrators to account with them, usually inserted a clause, that the overplus upon such account, should be distributed as the Ordinary should appoint.
This matter was at length brought before the Law Courts, and they decided that the bonds of the Administrator were of no avail, and he not compellable to make distribution at all. And as often afterwards as the Ecclesiastical Courts attempted to compel a distribution, a prohibition was granted. - In this state of things, the Statute of 22d and 23d Car. 2, commonly called the Statute of Distributions, was passed, at the instance of the Civilians. It is laid down in many cases, that the reason of passing this Law, was to end the contention between the Common Law and Ecclesiastical Courts; that its main scope was to enlarge the jurisdiction of the latter; that it was borrowed from the Civil Law, and to bo construed according to the rules of that Code. The provisions of this Law stand in striking contrast with the Canons of Descent of the Common Law. Primogeniture, the preference of males over females, the blood of t.he first purchaser, the rule that property never ascends, the exclusion of the half blood; all these fundamental rulos of the Commo:[361] Law are violated by tho Statute of Distributions. Its great object was equality. In Edwards v. Freeman, 2 P. Wms. 441, Sir J, Jekyl, M. R., says, “The Act intended to make the childrens' provision equal, which was agreeable to the Civil Law, where goods moveable, and immoveable, (i. e. lands,) are considered as the same.” In the same ease, Lord Raymond says, “The Statute of Distributions does not break into any settlement that has been made by the father; it only meddles with what is left undisposed of by him, and of that only, makes such a Will for the intestate, as-a free from the would himself make; and this I may call a Parliamentary Will. The intention of making the provisions of the children equal, goes through the whole ■Act.” This Statute was incorporated into our Colonial Code in 1705, (3 H. St. L. 371;) continued in tho Ilevisal of 1748, (5 H. St. L. 444;) and remained in full force until the Laws of the Revision of 1785, went into effect. At the epoch of our Revolution, then, we liad these two systems in operation. The Common Law Canons of Descent, founded on the?! Feudal System, disregarding natural affection and natural justice, and tho Statute of Distributions, borrowed from the Civil Law, pursuing the presumed Will of the intestate, and well suited by its equality of partition, to the genius of our infant Government. Among the first cares of this Commonwealth- after the close of the war, was the framing of a body of Laws better suited to our actual situation, than those which had governed us, as part of a Monarchy. For this important work, were selected several citizens, considered most profoundly learned in the science of Law. Our Statute of Descents is a part of the fruits of their labors. It has hitherto been admired as a model of conciseness and perspicuity; and so well has if answered its end, that this (I think) is the first serious contest, which has arisen in a period of forty years, on a provision of the Law, which came from the hands rof the Revisors. (Tho case of Brown v. Turberville, hereafter to he noticed, arose on an addition made by a subsequent Legislature.) Let us now look to the provisions of this Law. Section 1st. When any persou, having title to any real estate of inheritance, shall die mteste, as to such estate, it. shall descend and pass in parcenary to his kindred, male and female, in the following course. 2d. To his children, or their descendants, if any there be. If none, then, - 3d. To his fattier. 4th. To his mother, brothers and sisters, and their descendants, or such of them as there be. If none of these, then, 5th. The inheritance to be divided into two moieties; one of which shall go to the paternal, the other to the maternal kindred, in the following course. 6th. To the grand-fathex [363] If none, 7lh. To the grand-rnaiher, uncles and aunts., on the same Hide, and their descendants, or ¡such of them as there be. 8th. If none, then to the, great gra,nd-fatlasrs, or great grand-father, if there he but one. 9th. If none, Shun to the great grand-mothers, or great grand-mother, if ¡hut one; aad the I» others and sisters of the grand-fathers and gnaw!-mothers, and their descendants, or such of '.hem as there he. And so-oa, mother oases without end. Section i G. “And where the cl did ven of the intestate, or his mother, brothers and sisters, or bis grand -mother, mieles and aunts, or any of his female lineal ancestors 3iri«g. with (be children of his deceased lineal ancestors, -male and female, in the sanie degree come into partition,, they shall take per cz-pim,’ that is to say, by persons; and where, a part of thorn being dead and a part living;, the issue of those «lend have right to partition, such issue shall take per stirpes., or by '.-.tóeles, that is to say, the sharo of their deceased parent.”
I.ct us enquire, 1st. Whether this Act did not intend to nLoIi.di, and has not. in fact abolished, the whole of the Common .Law regulating Descents? 2d. Whether wtr Art. has not for its basis the Statu to of Distributions and the Civil Law? As to the first: It seems to me, that no one can read our Statute, without being struck at once, with the direct .and diametrical opposition, in which all its enactments stand to the Canotw «f the Common Law. The very-first rule, “that estates shall descend and pass in parcenary to the kindred, male and 'female, .of the mtestafe,” destroys, at a single blow, three favorite and eh-pri-slred principles of the Common Law; primogeniture, sole seisin, and tlic- preference of males. In defect of children, and their descendants, wo give the estate to the father, By the Common Law, it would sooner sscheal, than ascend lineal-We no to the bk.o'l oí' ¡he first in 1he case of infants, and that by a Law sfi'er 17S5 ) Á‘ Common Law, land would escheat sooner than descend in any however near of kin, if net of the blood of the first purchaser. We give collaterals of the half blood, kdf portions. The Common Law excludes them wholly. With u:-„ bastards may inherit and transmit inheritance, on the part of the 'notin'!'. At Common Law, they ■'tre utterly incapable of inhodtane;'. We say, that win re there is no kindred, paternal or materna], the inhmitnuee shall go to Ihe wife or husband of the intestate. At Common Law, husband or wife can never inherit from each other. Do not those instances ¡prove, that the framers of our Law, looked at the Common L.nv Canons of Descent to avoid, not so imitate? To pull down, not to build up? All its principles are violated; its land-marks removed; * is fences broken down; its traer- nhli rev-pod. While these marJ-.n [364] ».f ¡^probation would ¡.com (ever1 if car Act were confessedly defcolive,) to forbid pnr resorting i<j ibb- exploded system to supply the, defect, such resort is entirely urr.ACossiry: f6r, I insist that oul .A ct is a co-iuplele and perfect whoFe,. contain: i>j> within itself a provision for every case that can aii.se. Ay to the persons or classes of' persons that «re to inherit, it is aex.,ou.:eJgpJ, d,:d the Act is so clear and comprehensive, as to reneh r hr].wmer a inference to any other system. And to my apprehension,, it semas to- be equally comprehensive a:; to the. proportions, in. ivtheh the poisons or classes designated, are to take. As to 1 ids List, this Act lays down two rules; ’.vithin one or other of which, every esse nv:=-i fail. They are contained in the iirst and sixteemh ss-eEioj'S. ísí. T/ia estate shall descend to ihc Jdndrcd, male andfemak cf the intestate, in takcjnak v; that •>s, in equal shares. The- clear effect of this is, that wherevex a class in ■'.itllnd to the1. mWi-iianee together, they take equally, male and female, Tb«s,, “ío- his children, ox- their descendants, in equal slinx'os. T« his mother. brothers and sisters, and their descendants, in equal ¡,hires.. To ids- gr-ind-mother. uue'Ls and aunts, and their desee,-hats In eqmí shares;”'and so on, in the grades more re note. Thus is one great primal-pie of the Act (equality) estah.isheil. lint, there Is another fea txire equally striking throughout thL- excellent Statute. ft is found ed on tlic affections of the ixoart: It follows the current in its natural flow, presuming that those that are nearest in blood, are nearest lit affection. Thus, it is first to his ehiLJreti, or their deseemlants,next to his father, ilion to his mothi-r, brothers and sisters, cLe., always oxh lusting the nearer cls-.s before it pass*, s to the mere I'emote. But, in 1 ho same class, there .¡re il< gires of propinquity and remoteness; as the descendants of chiltlj-eo- -r¡í hroilvnrs and sisters, of uncles and aun*», &c., arc- more remote tins thoir r&uts. And while the Statute did not mean te cxeH-'k'. any of those remoter branches of a class called, to tln> inheritan the smite principles of natuiai uffection prescribed, tint those of the- ches, who were nearest the intestate, should have the largest s orisons: and la effectuate this object, to settle these proportions among; the "-hffera-nt branches of the same, class, (and soldi for this end, as U seems to me,} the Statute has called to its aid they us rep- ¿ieciíaftemis, a rule common te? the Civil and Common Law, though ox* dlaev-mt extent in the two Codes. Thus, (by section Id,) «When children of the intestate come into partition, they shall lake per .capita; that is to say, In persons: and where a part of them being dead and a pari, living, the xssue of those dead have right to partition, such issue shall take par stirpes, or by stocks; that is to say, the share cf their deceased pa» [365] Kent:” So of mothers, brothers and sisters, grand-mother, uncles and aunts, and the remoter classes, each in its turn. This is the second rule of which I spoke, and I understand it thus broadly: “ That wherever several persons succeed to the inheritance at the same time, if they are all related to the intestate in equal degree, they shall take by. persons; but, if part of them be more remote, those shall take the share of their deceased parent.” If it be objected, that the words of the 16th section do not justify the deduction of a rule so general as this, but one restricted to the cases there mentioned, I answer, that the cases put are those quse frequentius accidunt, that nothing is more common, than for Statutes to put such cases as examples of a general rule; it being impossible for the Law to enumerate every case, and that here we must give such extension to the rule, or violate the whole scheme and reason of the Statute. But take it, that the rule of the sixteenth section extends to those cases only which are there put, it by no means follows, lhat the Act is defective, and a resort to another system proper. No! The first rule comprehends and governs every case not within the second. If you say, that the jus representations ca.n only have place in the cases specially stated in the sixteenth section, then under the first, every person of a class that takes, must take per c.aqnla. It is a question between the different sections of the Act merely, and however decided the Law, taken as a whole, is equally complete and comprehensive, and equally abrogates the Common Law. And su,ch was the decision in Brown v. Turbcrville, 2 Call, 390, which in my opinion is a strong ease on the subject. It was suggested, that the question in that case was merely who should take, not in what propoi'tions, and that every tiling beyond this point was extra-judicial; but, that was clearly a mistake: the question was a much larger one. If the case was wilbin (he provisions of the Act of Descents, there could be no question who should taka; theystate must have been divided into two moieties, and one would go the Plaintiffs, as representing the maternal line, the other to the Defendants, as nearest kindred of the paternal line. But the question was, whether the case was to be decided by the Statute, or the principles of the Common Law. The Legislature having omitted some words in the seventh section, which, if they could not he supplied, would, operate, as was contended, a repeal of the Statute of 1785, as to the case at bar, and the case being thus without the Statute, must be decided by the Common Law. The effect of the Statute of 17S5, upon the Common Law, was thus brought directly before the Court. Judge Fleming says, “The Legislature conceiving that the Rule of Descents by the Common Law, was not [367] Well adapted to the genius of the people, arid the form of our Government, totally changed it by the Act of 1785, which appears to have provided for every possible case.” Judges Carrington and Lyons, tho.ugh they do not express themselves so explicitly, seem to have ha'd the same idea. But Mr. Pendí,eton, (who, it must be recollected, was one of the three who drew the Act of Descents,) could not be more clear and explicit than be is. He says, “ To qiiquire from what source the force of the Common Law of England in this State, is derived, would at present be a useless speculation, since all agree that it is the general Law of the land, where it is not ■ taken away by our Statutes. That the Act of 1785, has totally done away that Common Law, as to the course of Descents, has not been nor can be doubted. The rights of primogenltui'e are v holly abolished; and wherever there are more persons than one, of ecjual degree of kindred to the intestate, they share equally in the succession. The succession in the right line ascending, excluded by the Common Law, is here permitted. The objection to the half blood is removed, and the enquiry, through what blood the lands have descended to the intestate, is abolished. The intestate, is in all cases considered as the unrestrained proprietor; and his supposed preference, from natural affection, pursued under this Act, it must be acknowledged, that no possible case, not provided for, can arise, so -as to let in the rule of the Common Law.” Surely it cannot he said that this was an obiter opinion, that the mind of this enlightened Judge, was not turned to the subject, when he has stated with such admirable brevity and clearness, all the great principles of the Common Law, which the Statute has abolished. If is -now contended) the Statute of Descents meant merely to point out the persons or classes who should succeed to the inheritance, and to designate in some enumerated cases, the proportions in which they should take, leaving all others, (and thousands may happen,) to bo settled by the principles of the Common Law, is it not passing-strange, that this Judge (so familiar'with the subject,) should have solemnly pronounced “ that the Act of 1785, has totally done away the Common Law as to the course of Descents,” and that “under this Act, no possible case, not provided .for, can happen, so as to let in the rule of the Common Law?” I cannot believe he could so grossly have mistaken the meaning and the effect of a Law, all the principles of which he had a hand in settling. Again: In Templeman v. Steptoe, 1 Munf. 339, Judge Tucker lays it down, “as -too plain to require proof, that by the Act of 1785, all former Rules and Canons of Inheritance and succession to estates within this Commonwealth, whether established by Common Law, or by Statute^ [368] were rescinded, abrogated and annulled, and that they cannot be revived in any manner but by some express legislative provision for that purpose.” In the same case, Judge Roane says, “ The first section of the Act of Descents purports to provide a rule of inheritance as to all cases, and which idea is entirely supported by the opinion of this Court in Browne v. Turberville.” I conclude, then, that by the Act of 17SS, the Common Law of Descents is wholly abolished, and can no more he resorted to at this day to influence the decision of causes, than if it had never existed.
Let us enquire now into the origin of our Statute, whether it is not substantially taken from the Statute of Distributions and the Civil Law? I think this enquiry will strengfben considerably the position taken, that the sixteenth section meant to establish it as a general rule, that equals in degree of kindred take equally, but where part of the class is dead leaving issue, such issue take per stirpes. The most important provisions of our Statute of Distributions, (as taken from the Revisal of 1748,) are, that after debts, &c. are paid, the surplus of the personal estate (except slaves) of every dying intestate, shall be distributed among the wife and children, or children’s children, if any such, or otherwise, to the next of kin to the dead person in equal degree, or representing their stocks, according to their respective legal rights, and the 3-ules and limitations herein-after expressed, and not otherwise: that is to say, one-third to the wife of the intestate, the residu'e to and among his children in equal proportions, and if any of them be dead, io such person or persons as legally represent them If no childdren, nor their legal representatives, one half to the wife, the other i.o the next of kin who are in equal degree, and those who legally represent them; if no such kindred, the whole to the wife: No representation admitted among collaterals, after brothers’ and sisters’ children. There is also a provision taken from 1 Jac. 2, ch. 17, that if, after the death of the father, any child shall die intestate without wife or children, the brothers and sisters shall have his estate equallj7' wilh the mother. This Statute, I have said, was taken from the Civil Law, and must be construed according to its rules. All the numerous cases upon the Statute lay this down. Thus, when the Statute says, that in defect of children the estate shall pass to the next of km, we must look to the Civil Law to ascertain who they are. In Lloyd v. Tench, 2 Ves. sen. 213, Sir John Stkange says, “some things are so clear they need only to be mentioned: as first, in all questions on the Statute of Distribution, the rule to go by, in computing the degrees of proximity of blood, must be taken from the Civil Law: and on this ground and foundation, stand all [369] ihe eases which have come in Judgment since the Statute of Distribution, either at Law or in this Court.1” Who then, are the next of kin, when the descending line is exhausted? The father and mother. In England, the father of course, takes in exclusion of the mother, but if there were no father,-the mother would have taken in exclusion of her children,, but for the Stat. 1st Jac. 2, un-der which, if the father be dead, the mother, brothers and sisters, take per capita; and if any of the brothers or sisters be dead, leaving issue, such issue will take per stirpes, but here representation ceases: all beyond, come to the inheritance according to proximity of blood, reckoned by the rule of the Civil Law, the nearer excluding the more remote, and where several of the same grade concur, all taking per capita. Nor is the half blood any objection, for they are in the same degree of kindred as the whole. No one can examine this'course of succession, without being struck with the . strong and clear resemblance which our Law of Descents bears to it: and whoever will look into the Civil Law, especially to the 118th Novel of Justinian, (Corp. Jur..Civ. vol. 1st, 606, Cramer's Ed.) 'will be convinced that that is the fountain from which both these streams have flowed. But, though there is this strong general resemblance, there are several points in which our Statute has varied from its models. The most important of these is the jus representalionis. This, we know, was at the Common Law, universal, whether in the descending or collateral line. In the Civil Law it held a3 to descendants in infinitum; as to ascendants, not at all; as to collaterals, it extended to the children of brothers and sisters of the intestate, no further. The Statute of Distribution has, certainly, copied the Civil Law with respect to representation among collaterals, stopping it at the children of brothers and sisters. Whether it lias followed that Code as to the ascending line, is not so clear. Professor Cooper thinks not, as may be seen in his Notes on the 118th Novel, (Coop. Just'n. 391.) He puts this case: Jl. dies leaving grand-children by three different sons, already dead; three by one, six by another, and twelve by another. There is no reported adjudication in the English Books on this point, which Í have been able to find; and Mr. Cooper states that he has seen none, but thinks it probable, that the'Courts there, would in such a case, order the division to be made among the grand-children per capita; and this, partly from a‘motive of equity, and partly from a consideration of the intent of the Statute, which directs an distribution: and, when the Act mentions representation, it must be understood to refer to it, in those cases only, where it-is necessary to prevent exclusion; not. where aJI the claim» [371] nnts arc in equal degree, an<l therefore can take each in iiis own right. I confess, there seems to me, a good deal of force in this reasoning: but, as it is not necessary to the decision of this case, I have formed no opinion upon it. Our Statute, setting out with tho broad declaration, that the estate shall descend to the kindred, malo and female, of the intestate m parcenary; and calling that kindred 1o the succession by classes, has resorted to the right of representation, for the sole and exclusive purpose’of adjusting the proportions in which the nearer and more remote branches of each class shall share the inheritance; and so far as if is necessary for this purpose, the Statute has applied the principle without limit, as well to the collateral as the descending line. . Another difference between our Statute and it s prototype is, that when it takes up a class, it exhausts it, before it calls another; thus, it is not mother, brothers, and sisters, only; but, mother, brothers, and sisters, and their descendants, or such of them as there be, and so of the other grades; and this is by tho extension of tiicjus rcpresenlalwms, which, embracing the whole class, brings the most remote members of it into the succession with the rest. Another difference is as to the half-blood; the Common Law excludes it wholly, the Statute of Distributions not at all: the Civil Law, if there be brothers and sisters of the whole blood or their children, excludes brothers and sisters of the half-blood, but if there be none of the whole, then the half-blood are called. Our Statute calls collaterals of the half-blood along with ihose of the whole, but gives them half portions only. These differences prove to me this, and nothing more: that the framers of our Law did not actas mere copyists; but, availed themselves of the lights which their profound learning, great experience, and sound judgment furnished, to improve upon the systems from which they were borrowing, and adapt them more exactly to the state and condition of their country. Most ably did they perform this duty; and I trust that the Statute, as a monument of their skill, may be suffered to descend, undefaced, to late posterity; el nali na~ torum et qui nasceniur ab UHs.
There are other reasons which satisfy me, that the Statute of Descents meant to conform in the main points to the Act of Distributions. In the printed report of Prepared Bills, made by tho Committee of Revisors to the General Assembly, at page 16, wo find the “Bill directing the course of Descents,” (marked in that report, chapter 20;) and on the same page commences the “Bill concerning Wills; the distribution of Intestates estates, &e.,” (marked in that report, chapter 21.) This last Law enacts, that after debts, ■ &c., and the portion of the widow, the surplus of the personal es-[372] late of iniCotdt.es, “ shall be distributed in the same proportions, and to the samo pei’sons, as lands are directed to descend, in and by an Act of tlio General Assembly, entitled, “ An Act directing the course of Descents.” And these two Acts are passed together by the Legislature, at their October Session of 1785, making chapters 60, 61. 12 H. St. L. 138-40. This is a positive Declaration, that Descents and Distribution should he identical; that land and personality should pass to the same persons, and in the same proportions. Was it intended by this to change the course of Distribution, so just in itself, so exactly suited, by its spirit of equality, to our situation? Was it meant to place personal property under the guidance of the Common Law, with its feudal principles of preference and exclusion? A thing never done even in England, the personality there, being always regulated by the Civil Law, as administered in the Ecclesiastical Courts. It is impossible to believe this, and yet it must be so, unless we admit that the Statute of Descents meant to abolish all the principles of the Common Law in relation to this subject.
Another piece of evidence has lately come to my knowledge, which, as tending to show the understanding of the Re-visors, has strengthened and confirmed the opinion 1 had already formed; and which I think it not improper to state. Having some faint recollection, that in a conversation with Mr. Jefferson formerly, he had mentioned that he drew the Law of Descents, I thought there might be something among his papers casting light on its origin. I therefore wrote to a gentleman, who has access 1o his papers, requesting him to send me an extract of any thing he might find on that subject. I received from him the following passage taken from a memoir of himself, written by Mr. Jefferson, and which, I understand, will probably be published during the present year. I may, therefore, I presume, appeal to it as matter of history. It will be recollected, that of the committee of five appointed to make the Revision, Mr. J efeei::;on, Mr. W vtiis, and Mr. Pendleton, where the only members who acted, though the whole plan was settled before the death of Mr. Lee, or the resignation of Mr. Mason. The memoir says, •‘The oilier two gentlemen and myself divided the work among.us. The Common Law and the Statutes to 4th Jumes 1st, (when our separate Legislature was established,) was assigned to me; the British' Statutes from that period to the present day, to Mr. WwrnE, and the Virginia Laws to Mr. Pendleton. As the Law of Descents, and the Criminal Law, fell of course within my portion, I wished ‘¡he commit loo to settle the leading principles of these as a guide for >ne in fiamh'g them: and with respect to the first, 1 proposed to a[373] noli sil the Law of Primogeniture, and to make real estate descendible in parcenary to the next of kin, as personal property is by the Via tule, of Distribution. Mr. Pjbkbx.bton wished to preserve the right of primogeniture; but, seeing at once that that could not prevail he proposed we should adopt the Hebrew principle, and give a double to the eldest son. I observed, that if the eldest son could eat twice as much, or do double work, it might be a nalural evidence of bis right to a double portion; but, being on a par in his powers and wants, with his brothers and sisters, he should be on a par also in the partition of the patrimony: and such was the decision of the other members.” I leave this extract to speak for itself. I will only further remark on this point, that I have no doubt that our Act was taken (with the changes stated) from the Statute of Distribution and the Civil Law.
How, then, would such a ease as ours be decided under these systems? We must remember there are eleven claimants descended from a brother and sister of the intestate in the manner before slated. This is a ease of collateral kindred called to the inheritance. We must reeollect, that in the collateral line, representation extends only to the brothers’ and sisters’ children of the deceased, under the Statute of Distributions and the Civil Law, while with us it is unlimited. To test the principle, then, we must look for eases within the range of representation with them; that is, cases where brothers and sisters of the intestate concur, or where a part of them being dead, their children concur with the survivors; or ivhere all the brothers and sisters being dead, leaving children in unequal numbers, those children concur. There can need no case to show, that where brothers and sisters concur alone, they take equally. Walsh v. Walsh, Pre. Che. 54. ,it. has three brothers; one dies, leaving three children, another two, and a third live; then Jl. dies intestate. Pei Lord ICtjupeiu On time taken to consider of this case, distribution shall be per capita and not per stirpes; and that all the children should have equal, because none take by way of representation, but all in equal degree, as next of kin- Johnson v. Bury, Bunb. Rep. 157. B. had several brothers and sisters, (some of the half, and some of the whole blood,) who all died in his life-time, leaveing several children; and now, upon a Bill for distribution of his estate-, it was decreed j)er tetam curiam, that the distribution should bf per capita,, and not. per stirpes; for, now they do .not take by representation, but as next of kin. But, if one of the bro ihers or sisters o1’ B. bad survived him, the children of the rest must have taken only by representation; that is to say, per stirpes, and the case of Wall and TheeJhurn, was cited bv Ibc Court. W. died [375] intestate: He had two sisters. Susanna, of the half blood, Elizabeth, of the whole: Both died before him, one leaving one child, the other three. The estate was divided into four equal parts, and they took per capita. The ease of Clarkson v. Sparteman, was also cited, in which the Judges Delegates decided, “That distribution should he per capita, and not per stirpes, all the old stock being gone; for, they claim as next of kin, and not by representation; aliter, if any of the old stock had survived.” Lloyd v. Tench, 2 Ves. sen. 215, Sir John S'iaangh ,says, “If there is one brother living, and auother has left children, however many, they take'but it moiety with the brother: but if that brother had been dead, all in the same line of equality take per capita. ” Bowers v. Littwood, 1 P. Wins. 595, Lord Chancjeílor said, “It may seern hard, that if an intestate leaves a deceased brother’s only son, and ten children of a deceased half-sister, the ten children of the deceased half-sister shall take ten parts in eleven with the son of the deceased brother; and yet the Law is so, because they all take per capita, and not by way of representation.” I will noi. cite, (though Í could) more cases to this poiut. These are surely enough to show, that under the Statute of Distribution, it is a general rule, that equals in degree take equal portions, and that represen ■ iation is only resorted to, to bring in one more remote; in whieh case, he takes per stirpes. The same rule holds in the Civil Law. Thus, Cujacius, vol. 2, 553, in his Exposition of the 118th Novel, says, “ Succedunt quidem fruirían, filii cum firalribus defuneti in stirpes, non in capita; quod si soli shit frslnmi filii, sucsedunt in Huberus also, vol. 1, 277, 2)e svccessione ab intest&lo Says down the same doctrine expressly as settled. Heineccius, in his Elementa Juris, p. 218, sec. 696, lays it down, that the sons of brothers, if they come alone to the inheritance, take per capita; if with their uncles, per stirpes. Domat also, in his Civil Law, vol. 1, 636, puts the case of brothers and brothers’ children, and considers it established Law, that where the children concur with their uncles, they take per stirpes; when with one another, per capita. Thus we see, in both these systems, the foundation of the rule, established by the 16th section of our Act, that equals in degree take equally, while representation is used only to take in the more remote of the class, and to assign them the share of their parent: and the rule in our Law is only more extensive, becau.se representation is unlimited; and when we call a class as next of kin. we embrace the remotest members of it, to all of whom, whether children, grand-children, or groat grand-children of the class, the. rule extends, equals, equally, unequals, per stripes. Applying this [376] rule to the case before us, I would divide the inheritance into as many parts, as there were members of the grade nearest the intestate, of which any survive, taking the survivors, and those who have died leaving issue. Thus, Anthony Gardner left a nie-ce and two nephew’s living, and had had two other nieces, who died before him, leaving issue. I would, therefore, divide the estate into five equal parts, of which each living niece or nephew (I mean living at the death of A. G.) should have one, and the other two should go, one to the issue of Mrs. Boyd, the other to the issue of Mrs. Shackle-ford, to be divided among them according to the same rule. Those who contend that (his is a case without the Statute, and to be decided by the psinciples of the.Common Law, w’ould place Mrs. Davis in the shoes of her father, and give her one half the estate, leaving the other half to go among the ten other kindred, two of whom are as near to the intestsle as herself. It is never for a purpose of this kind that the Statute of Descents resorts to the jus represa dationis. There are several other proofs, (and strong ones too,) which have occurred to me as showing still further, that our Law; draw’s its origin from the Civil Law; but, I pass them over, having already dwelt upon the subject too long. Jf I am wrong, it has not been for want of laborious investigation and anxious reflection on this important and interesting subject. Nor do I err alone, but in company with the fathers of the Law, (he cotemporaneous exposition, and the general understanding of the country. I think the Decree ought to be affirmed.
Judge Green.
• This case presents, for the first time, the question, whether the nephews and nieces, and grand-nephews, and grand-nieces of the in testate, süccceding together (his mother, brothers and sisters being-dead,) shall, under our Statute of Desceñís, take per capita, or in, stirpes: and if in stapes, whether (he deceased brothers and sisters, or the living nephew’s, and nieces who have left children, shall lie taken as the stocks.
It is admitted, that the Statute does not in terms provide for such 3 case. These questions must, therefore, he determined .upon the best construction which we are enabled (o make of theNsatute itself, aided by a due attention to the Laws of Descent and Distribution, in force when it was enacted.
The Common Law of Descents looked for (he heir of an intestate, first amongst his children or their dessc.7idan.fs, if any there were. If (here were none such, then amongst his brothers, and sisters, an-d [377] ''heir descendants, if any there were; If there were none such, then amongst his uncles and aunts, and their descendants, ‘if any there ivere, and so on, Without end, passing to the children, and their descendants, of the nearest ancestors; of the intestate, any of whose descendants existed, in all -cases the ancestors-themselves. Of all who could by possibility succeed to the inheritance, the children alone, (either of the intestate or his dearest ancestors, as the ease might be,) could claim jure suo propino; and when several sueh children succeeded together, they took per capita. Aii Others, (to wit, the descendants of such children,) could only claim as representing such children, and as succeeding jure representation's, to what they would have been entitled to, if alive; and when several such descendants so succeeded together, they succeeded in stirpes by stocks: that is, each descendant represenlcd his immediate parent, and took what he would have taken if alive, and no more. Thus, if there were grand-father, father and son, and the grand-father would, if living, be the heir of the intestate jure propino, as being the child of one of his ancestors, and the grand-father, and father were dead before the intestate, the son could not claim as the immediate heir of the intestate, even if in his own person he was his nearest of kin, nor as immediately representing his grandfather, who, if alive, would have been heir, but as representing his own father, who, if alive, would have represented the grand-father. And so, the son would represent the grarid-father through the medium of the father: and in such case, the descent would be mediate, and the grand-father and father would transmit the inheritance to the son. The consequence of this principle of representation was, that if any intermediate ancestor, who by possibility might have inherited, if alive, was disabled to inherit himself, by reason of his alienage, basiardy, or attainder, he could no longer transmit the inheritance to his descendants, since he would, if alive, have been incapable of taking it himself. Thus, in the case of the grand-father, father, and ion before stated, in which the grand-father, if alive, would be heir so tiic intestate, if the father was disabled as aforesaid, the son would be barred of the inheritance; for, representing the father, who, if a Uve, could take nothing, he can take nothing. And so, if the grand-father was disabled, the son would be barred for, rep-the and entitled to take only what he, if alive, «■ould have taken, and the father,-if alive, representing the to what he could have taken, if alive, and he being incapable of taking any thing by descent, ■ he grand-son could take nothing, as thus mediately representing him. The disability, however, of .an ancestor, common to the in[379] testate, and his brother or other collateral heir, whether by alienage, bastardy, or attainder, was no impediment to a descent between them, because, the Law prohibiting the ancestor to succeed in any case to his own descendant, nothing could in any case be claimed, in respect to the inheritance, of any of his descendants, by any other of his descendants, as representing him; and the inheritance was consequently never transmitted through him: and therefore, a descent from brother to brother, was held to be an immediate descent. Another consequence of these principles of descent and representation, was, that no one could succeed, with his own ancestor living, to the inheritance; nor at all, if any of his ancestors was living, except in the case of a common ancestor, whose existence in full life was no impediment (for the reason aforesaid) to a descent between his descendants.
These general rules, which applied universally to all descents, even those of Gavelkind and Borough English, were directed iu their application to each particular case, by various other rules, namely; the maxim paterna paternis, materna maternis, which restored estates descended on the part of the father to the paternal, in utter exclusion of the maternal kindred, and vice versa; that in all descents to collaterals, the male lines throughout should be preferred to the female lines; that the half-blood should be wholly excluded; that males should be preferred to females, and amongst males the oldest; and that females should succeed together in
Footnotes
27 Va. 355 (Davis v. Rowe) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.