Doebler's Appeal

64 Pa. 9, 1870 Pa. LEXIS 306
CourtSupreme Court of Pennsylvania
DecidedFebruary 7, 1870
StatusPublished
Cited by35 cases

This text of 64 Pa. 9 (Doebler's Appeal) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Doebler's Appeal, 64 Pa. 9, 1870 Pa. LEXIS 306 (Pa. 1870).

Opinion

The opinion of the court was delivered,

by Sharswood, J.

— These are appeals by both parties from the decree of the court below upon a bill in equity to enforce the specific performance of a contract of sale, in which the only question presented is, whether the plaintiff had such a title to the premises as the defendant the purchaser could be compelled to accept. The plaintiff insists that he has a fee simple; the defendant that he has but a life estate. The learned court below thought, as it would seem, perhaps, that he had an estate tail, and decreed accordingly that the plaintiff should execute a conveyance in such form as to dock any entail which may exist in the land.

The testator devised his family mansion-house to his wife during her life, should she remain a widow, but should she marry again it was to be the plaintiff’s. He also devised to him the same with an adjoining lot after his wife’s decease, should she remain unmarried, adding thereto the following clause: “ But he shall in nowise sell or alienate any of the above described property, as it is intended that he shall have a life interest only in the same, with remainder over to his heirs in fee.” After several other directions, not material to be noticed, he provides: “ It is my request, and I hereby devise that should my son die without heirs, or before he becomes twenty-two years old, that all my property, after payment of my debts, shall be disposed of as follows, one-half [14]*14to my sisters or to their heirs after them, one-half to St. Paul’s Church of Bloomsburg,” &c.

It will conduce best to a proper understanding of these provisions, to commence by an examination of the true construction of this devise over. It is unnecessary to consider now what the word “ heirs” means in this connection, because it is abundantly clear, both upon reason and authority, that the clause must be construed as if the conjunctive word “ and” were substituted for the disjunctive “ or” in the sentence. Upon reason : because, if it is construed disjunctively, the devisee, the testator’s only son, who was the first object of his bounty, might die under twenty-two leaving children, and those children would then be deprived of the estate. This is the literal and grammatical construction of the words as they stand. But this most assuredly the testator never intended. Upon authority: for the courts have uniformly, in wills containing exactly the same language, construed the word “ or” to mean “ and.” The English books are full of cases, but we need not look beyond the decisions in this state. The question arose and was argued by the most able and eminent counsel of their day in Hauer’s Lessee v. Shitz, 3 Yeates 205, and the Supreme Court gave effect to the devise according to its literal construction. But this judgment was removed by writ of error from the Supreme Court to the High Court of Errors and Appeals, and was there, after another full argument reversed, Chief Justice Tilghman delivering the opinion: 2 Binn. 532; s. c. 3 S. & R. 487, n. “ These expressions,” said he, “have often been used in wills, and often received the consideration of courts of justice; and from the case of Price v. Hunt, Pollexfen 645, in the year 1684, down to that of Hawkesworth’s Lessee v. Morgan, determined by the Court of King’s Bench in Ireland, whose judgment was affirmed in 1805 by the British House of Lords, the word ‘ or,’ in cases like the present, has been construed conjunctively ; that is to say, it has been held that the executory devise over did not take effect, unless the first devisee died under twenty-one, and also without issue. The same construction was made in this court in the case of a deed in Maury’s Lessee v. Rawle, and in the Supreme Court, according to one of the cases cited, Cheeseman’s Lessee v. Wilt, in the case of a will.” The point was again made, and we are told by the reporter was elaborately argued by Watts for the plaintiff in error, and Duncan, contrà, in Holmes v. Lessee of Holmes, 5 Binn. 252, and the previous determination of the High Court of Errors was re-affirmed, Chief Justice Tilghman carefully reviewing in his opinion all the authorities. To the same effect are the subsequent cases of Scott v. Price, 2 S. & R. 59, and Beltzhoover v. Costen, 7 Barr 13. This construction has been so conclusively settled as to have bpcome one of the landmarks of the law not now to be shaken. We must assume, [15]*15then, that this devise over was only to take effect on a failure of the heirs of the first devisee dying before his arrival at twenty-two years of age. The first devisee did attain that age, and of course the devise over fell. It is only important now, so far as it may properly assist us in the construction of the whole will.

To reach this, while the intention of the testator, if consistent with law, is undoubtedly to be the polar star, yet we are bound to take as our guides those general rules or canons of interpretation which have been adopted and followed by those who have gone before us. It becomes no man and no court to be wise above that which is written. Security of titles requires that no mere arbitrary discretion should be exercised in conjecturing what words the testator would have used, or what form of disposition he would have adopted had he been truly advised as to the legal effect of the words actually employed. That would be to make a will for him instead of construing that which he has made. There are two such canons of construction, which have been so universally recognised as sound and just, that it would be a mere affectation of learning to cite books in their support. The first is, that technical words shall be taken to have been used according to their proper technical sense, unless the other parts of the will imperatively require a different one. If this were not so, even the best legal advice might not avail a man in preparing this solemn instrument — in which the most sacred affections of the heart are so much concerned. The second is, that a particular intent shall always give way to a general one if the two cannot consist together; for surely every man would desire that if his main object cannot be carried out according to law consistently with some particular wish, that the minor object should be sacrificed to the more important.

When the testator, therefore, in this instance devised his mansion-house and the adjoining lot to his son the plaintiff for life, with remainder over to his heirs in fee, it would require a very clear indication of an intention on his part to use the word “ heirs” in some other than its well ascertained legal sense to justify a court in departing from it. “ The presumption is,” says Mr. Justice Strong, “ that he used it in its ordinary legal sense, i. e., as a word of limitation, and all the cases prove that this presumption is not to be overcome by other words in the will, merely incongruous with such an intention. A testator may doubtless use the word ‘heirs’ as synonymous with ‘children;’ but his intent thus to use it must be gathered from something more than implication. It must be expressed:" Criswell’s Appeal, 5 Wright 288. There is not, as it seems to us in the will under consideration, even a clear implication that the testator meant by the word heirs anything else than the whole class of persons falling by law within that denomination, collateral as well as lineal. The devise [16]

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Bluebook (online)
64 Pa. 9, 1870 Pa. LEXIS 306, Counsel Stack Legal Research, https://law.counselstack.com/opinion/doeblers-appeal-pa-1870.