Davis v. Saunders

8 Ohio N.P. 161
CourtCourt of Common Pleas of Ohio, Hamilton County
DecidedJuly 1, 1900
StatusPublished

This text of 8 Ohio N.P. 161 (Davis v. Saunders) is published on Counsel Stack Legal Research, covering Court of Common Pleas of Ohio, Hamilton County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Davis v. Saunders, 8 Ohio N.P. 161 (Ohio Super. Ct. 1900).

Opinion

JELKE, J.

On the twenty sixth day of July, eighteen; hundred and seventy-five, James Taylor and Susan Taylor, his wife, executed and delivered the following deed to their daughter Martha O. Saunders:

“Know all men by these presents: That. James Taylor and Susan Taylor, his wife, of the county of Campbell and state of Kentucky, in consideration of natural affection and the sum of one dollar to-them paid by their daughter Martha 0. Saunders of Newport, Kentucky, the receipt whereof is hereby acknowledged, do hereby grant, bargain, sell and convey to-the said Martha O. Saunders,her heirs and assigns, forever, the following real estate, viz. :
“All that certain lot or parcel of land with the improvements thereon, situate, lying and being in the city of Cincinnati, county of Hamilton and state of Ohio, on the south side of Seventh street, commencing at a point sixty throe and a half (63)¿) feet east of the southeast corner of Seventh and John streets, fronting on Seventh street twenty one and a half (2l)^)fpet and running south, at right angles to Seventh street, between parallel lines to L'Hommedieu street or alley, ninety (90) feet, more or less, being the same premises comeyed by John Henry to William P. Thornton by deed dated 22nd day of October, 1862, and recorded in deed book No. 275, page 565, records of Hamilton county, Ohio, being the same premises conveyed to said James Taylor by said William P. Ihornton as by deed dated the 11th day of September, 1865, and recorded in deed book No. 315, page 20,of the recovds of Hamilton county, Ohio.
“And all the estate, title and interest of the said James Taylor and Susan L.Taylor, his wife, either in law or in equity, of, in and to the said premises; together with all the privileges and appurtenances to the same belonging, and all the rents, issues- and profits thereof: lo have and to hold the same to the only proper use of the said Martha O. Saunders for her separate, sole-ad exclusive use and benefit,and to receive-the rents and profits of the same for her separate and exclusive use and benefit, independent of her present husband or any future husband, unaffected by any interest or use in him, and not subject to his control, either as to the property or the rents for and during her natural life, and at her death the title to said property is to vest in fee in her heirs and assigns forever. The power is also herein given to the said Martha O. Saunders to sell and convey said property and to reinvest the proceeds in productive real estate, but the title of the property so acquired is to be held under the same limitations and reservations, to-wit: An estate to herself for her separate and exclusive use and benefit during her natural life, with the receipt of the rents and profits thereof, not subject to the control of any person or persons whomsoever, [162]*162and at her death the title to the same is to vest in fee in her heirs and assigns forever; and the said James Taylor for himself and for his heirs, executors and administrators doth covenant with the said Martha O. Saunders,his heirs and assigns, that he is the true and lawful owner of the said premises and has full power to convey the same, and that the title so conveyed is clear, free and unincumbered, and further that he will warrant and defend the same against all claim or claims o£ all persons whomsoever. The property hereby conveyed is an advance to the said Martha O. Saunders at the sum of sixteen thousand five hundred and thirty and 85-100 dollars, and to be charged against her on the settlement and division of the estate of her father, lames Taylor, the grantor in this deed.
“In witness whereof, the said James Taylor and the said Susan L. Taylor, his wife, who hereby releases all her right and expectancy of dower in the said premises, have hereunto set their hands and seals this 26th day of July, in the year of our Lord one thousand eight hundred and seventy-five.
(Signed)
“James Taylor,
“Susan L. Taylor.”

This action was begun as a suit in partition by Martha S. Davis, plaintiff, one of the four children of Martha 0. Saunders and grandchildren of James and Susan L. Taylor. James and Susan Taylor, Martha O. Saunders and Richard Westropp Saunders, her husband, are dead.

John Nichols, administrator, with the will annexed of Martha O. Saunders deceased, by answer and cross-petition claims the right to appropriate the real estate in the above deed described to the payment of her debts, which would exhaust the same leaving nothing out of said real estate to her four children or to the German National Bank of Newport, Kentucky, which holds a mortgage on the interests of some of the children in said property.

The whole controversy depends upon the question whether or not the “Rule in Shelley’s Case” applies to the grant in said deed to Martha O. Saunders. If it does, then Martha O. Saunders took said property in fee simple and it can be appropriated by her personal representatives to the payment of her debts; if the rule does not apply, she took only a life estate and at her death it passed to her children in fee.

An amended petition has bean filed alleging that if said deed is subject to the construction contended for by the administrator it does not express that which the parties to it intended to do, and praying that said deed be so reformed as to give Martha O. Saunders a separate estate for her life strictly and no more, with remainder in fee, by purchase, to Martha S. Davis, Susan E. Saunders, Betty W. Saunders and Richard Westropp Saunders, children of Martha O. Saunders.

The court would be very loath to undertake to alter an instrument of this character at this remote date and after all the parties to it are deceased, but considering this aspect of the case I do not think the allegations of the petition or the proof adduced is of that certain and convincing charcter required by a court of equity for the reformation of a deed.

■This case must turn therefore upon the construction given to the deed itself.

The rule in Shelley’s case may be stated as follows:

“When a person takes an estate of freehold legally or equitably, under a deed, will or other writing, and in the same instrument there is a limitation by way of remainder, either with or without the interposition of another estate, of an interest of the same legal or equitable quality, to his heirs, or heirs of his body, as a class of persons to take in succession, from generation to generation, the limitation to the heirs entitle the ancestor to the whole estate.” Kent’s Commentaries, vol. 4, *p. 216; Preston on Estates 1820, *p. 263; Leake’s Property in Land, p. 343; Fearne on Remainders, vol. I, p. 27 & n. 1; Fearne on Remainders, vol. II. (Smith’s notes), p. 206, par. 395.
“It is the rule of law when the ancestor by any gift or conveyance takes an estate of freehold, and in the same gift or conveyance an estate is limited mediately or immediately to his heirs in fee or in tail, that always in such case ‘the heirs’ are words of limitation of the estate, and not words of purchase. ” Cooley’s Blackstone, vol. I, p. 172 n., or book II, *173.

The rule in Shelley’s case in Ohio has been abolished as to wills. R. S., 5968.

This statute has been passed in pursuance of the policy of this state making the intention of a testator of paramount importance.

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Bluebook (online)
8 Ohio N.P. 161, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davis-v-saunders-ohctcomplhamilt-1900.