Doyle v. Andis

69 L.R.A. 953, 127 Iowa 36
CourtSupreme Court of Iowa
DecidedJanuary 20, 1905
StatusPublished
Cited by19 cases

This text of 69 L.R.A. 953 (Doyle v. Andis) is published on Counsel Stack Legal Research, covering Supreme Court of Iowa primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Doyle v. Andis, 69 L.R.A. 953, 127 Iowa 36 (iowa 1905).

Opinions

Ladd, J.

In the year 1862 Robert P. Andis conveyed the land in controversy to Samuel S. Andis “ during his natural life and then to his heirs.” Subsequently the grantee named transferred the land by warranty deed to another, under whom the plaintiff through mesne conveyances holds title. Samuel S. Andis died in 1899, and the defendants are his heirs a.t law. To the petition, stating the foregoing facte and asking that title be quieted in plaintiff, a general demurrer was interposed and submitted to the court on the theory that, while the language of the deed to Samuel S. Andis brings it within the rule in Shelley’s Case, that rule does not obtain in this state. It was overruled.

Many definitions of that rule have been given. That adopted by Chancellor Kent is generally regarded as both accurate and comprehensive: 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 entitles the ancestor to the whole estate.” Preston on Estates, 263. Analyzing, this definition somewhat, it appears that (1) there must be an estate of freehold in the first taker; (2) the estate in freehold and in remainder must be created by the same instrument; (3) these estates must be of the same nature, both legal or both equitable; (4) the word “ heirs ” or other words equivalent in meaning, is essential to the limitation over in ,order to create an estate in fee simple; and (5) the limitation must be to the heirs of him who first takes the freehold. The estate for life, created in the first donee, must be limited precisely as it would descend at law, in order to vest the fee. [38]*38Little difficulty bas been experienced in determining tbe sufficiency of tbe estate of an ancestor. It may be for .tbe life of tbe devisee or grantee, or of another person, or of tbe joint lives of several persons, and may be absolute or determinable on contingency, and may arise by express devise or necessary implication of law. 2 Jarman on Wills, 1181.

Tbe trouble bas arisen in ascertaining whether tbe words employed in tbe instrument in disposing óf tbe remainder are words of limitation (that is, measuring tbe duration and defining tbe extent of tbe estate of tbe taker of the freehold), or words of purchase (that is, pointing out and designating the objects of tbe conveyance or gift of the remainder to whom it passes directly from the grantor or.devisor). Mr. Hays, in his famous essay on tbe “ Construction of Limitations to Heirs,” adds another division, that of words descriptive of individuals, and then explains the three:

First, as words of limitation, their office is to measure tbe duration and mark out tbe devolution of tbe ancestor’s estate. Thus, if land be given to A. and the heirs of bis body, tbe word “ heirs ” is a word of limitation,- because it is merely subservient to tbe purpose of ascertaining tbe force and direction in point of transmission of .a gift made originally to A., who, as tbe sole object and motive of bounty, first attracted and absorbed tbe entire quantity of an estate not otherwise destined to benefit bis heirs than as, in tire way of the law, they were included in himself. Secondly, as words of purchase, they at once indicate tbe objects and limit the scope of tbe gift. Thus, if land be given to the heirs of the body of A., the word “ heirs ” is a word ‘of purchase, because the heirs are themselves the original objects of the gift; yet tbe word “heirs” is not satisfied by tbe person or persons first answering tbe description of heirs or coheirs, but is of equal capacity with tbe same word used as a word of limitation. So, if land be given to A. for life, with remainder to tbe heirs of his body, tbe intention is manifest to use the word “ heirs ” as a word of purchase, and not of limitation. In order to determine whether tbe word “ heirs ” is meant to be a word of limitation or of purchase, according to the above exposition of those terms, we have only [39]*39to ask whether it is adjected as an incident to a gift made to the ancestor; or used as the substantive term of an independent disposition. "Where the ancestor is dead, or no estate is given to him, or an estate is by other words expressly limited to him (as in the case put at the close of the preceding paragraph), the word “ heirs ” must always be designed to confer a distinct benefit on persons sustaining that character, and consequently to operate as a word of purchase. It is obvious that this cannot be the point on which learning and ingenuity have exhausted their powers, although, from the language of the disputants, the subject of contention would appear to be whether the word heirs ” was to be construed a word of limitation or of purchase. Thirdly, the words in question, when used as descriptive of individuals, are wholly deprived of their natural energy, and sink down to the level of “ children,” etc., ... in which predicament no greater potency can be attributed to them than belongs to the terms with which they are now associated. They ascertain the objects, but in ascertaining the objects their force is entirely spent. The nature and extent of the estate to be taken must be sought for in the context, or, if that be wanting or be silent, in the implication of law. They cannot be more operative than the terms which they represent, and whose operation, as we have already seen, is simply to describe a class of individuals.

Mr. Hargrave, said to be the most lucid expounder of ■the rule, has discriminated clearly between conditions when the rule ought and ought not to be applied:

"When it is once settled that the donor or testator has used words of inheritance according to their legal import, has employed them intentionally to compromise the whole line of heirs to the tenant for life, and has really made him the terminus or ancestor by reference to whom the succession is to be regulated, then it will appear that, being considered according to those rules of policy from which it originated, it is perfectly immaterial whether the testator (or donor) meant to avoid the rule or not, and that to apply it, and to declare .the words of inheritance to be words of limitation, vesting the inheritance in the tenant for life, as the ancestor and terminus to the heirs, is a mere matter of course. But, on the other hand, if the words of inheritance were not used [40]*40in their full and proper sense, so as to include the whole inheritable blood, and mate the tenant for life the ancestor or terminus for the heirs, but the testator intended to use the word “ heirs ” in a limited, restrictive, untechnical sense, and to point at such individual person as should be the heir, etc., of the tenant for life at his decease, and give a distinct estate of freehold to such single heir, and to make his or her estate of freehold the groundwork for a succession of heirs, and constitute him or her the ancestor terminus and stock for the succession to take its course from, in every one of these cases the premises are wanting upon which only the rule in Shelley’s Case interposes its authority, and that rule becomes quite extraneous matter. So, then, in order to ascertain, in every case, whether' or not the rule is applicable, the inquiry simply is, in what sense did the testator or donor use the words? If in the former sense, the rule always applies, notwithstanding a

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Bluebook (online)
69 L.R.A. 953, 127 Iowa 36, Counsel Stack Legal Research, https://law.counselstack.com/opinion/doyle-v-andis-iowa-1905.