Fairfax v. Brown

60 Md. 50, 1883 Md. LEXIS 4
CourtCourt of Appeals of Maryland
DecidedMarch 28, 1883
StatusPublished
Cited by35 cases

This text of 60 Md. 50 (Fairfax v. Brown) 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
Fairfax v. Brown, 60 Md. 50, 1883 Md. LEXIS 4 (Md. 1883).

Opinion

Stone, J.,

In this case we are called upon to construe the will and codicil of the late Dr. Thomas H. Wrig'ht of Baltimore. The facts necessary to a proper understanding- of the question before us are few and simple. Dr. Wright died in 1855, having first duly executed the will and codicil hereinafter mentioned. He left surviving him his wife, Mary E. Wright, and four children, Reginald N. Wright,. Eraucis R. Wright, Harriet N. Wright, and Sallie O. Wright. His wife, Mary F. Wright, subsequently died,, leaving all the above named children her survivors. Francis R. Wright died after his mother, intestate and without issue. Reginald also died after the death of the mother, leaving descendants who are parties to this suit. Harriet N. Wright has recently died intestate, and without issue, leaving her sister Sallie O. Wright, now Mrs. Gunn, surviving her. The distribution of the estate of Harriet is the question immediately involved in this appeal. Her sister, Mrs. Gunn, claiming that under the will and codicil of her father, Harriet took only a life estate with contingent remainder to her children, if she had any, and if she died without issue, then she, Mrs. Gunn, was entitled as the only surviving child of her father, to the whole of Harriet’s property. The heirs of Reginald however insist that Harriet took under the will and codicil a fee simple estate, and upon her dying intestate and without issue, her property is to be equally divided between the heirs of Reginald and Mrs. Gunn.

In all the vast number of wills almost daily brought in controversy, hardly any two are couched precisely in the same identical terms. As the object of the Court is, not. to make a will for the testator, and not to determine what he ought to have done, hut to find out what he did intend, they are forced to look into, and carefully examine the language used in each will taken as a whole, and to examine the surrounding condition of affairs as far as appli[55]*55cable to the will, and from them deduce the real intention of the testator, which is the cardinal point aimed at. Some of the rules of construction both judicial and legislative, have by long experience, been found useful, and will aid us in the case before us.

The principal difficulty in this case arises upon the second codicil to the will. The will itself was executed on 22nd Eebruary, 1848, and the codicil on the 28th of June, 1849, more than a year after the will, and we will first examine the will taken by itself, and see, if we can, what was the intention of the testator as evidenced by the will standing alone, and then determine how far that intention was changed or modified by the second codicil.

It makes no difference whatever in construing the devise to Harriet that the property was left in the hands of trustees. The same rules of construction to determine the quality of her estate, whether for life or in fee, are equally applicable to estates placed in trust, and those which are not, except so far as the creation of the trust may throw light upon the intention of the testator.

By the will itself, independent of the codicil, the testator gave the bulk of his estate to his wife Mary for life, and at her death, after giving certain portions to his sons, he devised all the rest and residue of his property and estate to trustees for the benefit of his daughters.

Since the Act of 1825, ch. 119, a general devise in which words of limitation or perpetuity are omitted, will pass the whole interest of the testator upon the assumption that he so intended ; that assumed intention is, however, liable to be controlled by evidence of a contrary intention found in the will. Hammond vs. Hammond, 8 Gill & Johns., 436.

This being a general devise of the whole residue of his estate, without any words of limitation or perpetuity, the devisees will take the entire and absolute interest of the [56]*56testator, unless it shall appear that the testator intended otherwise. There is no devise over of this property, and as it is not to he presumed that the testator intended to die intestate of this portion of his estate, the will must clearly manifest an intention to pass only a life estate before his children can he deprived of the fee.

It is insisted in behalf of Mrs. Gunn, the surviving sister of Harriet, that such intention is manifested by that portion of the will which limits and restricts the annual expenditure by his daughters of the income of their property. In this view we cannot concur.

Estates in fee are devisable and descendible. He that hath an estate, that he can will to whom he pleases, or if he make no will, that will descend to his heirs at law, assuredly hath a fee. Descent and the power of devising are two important requisites of such an estate. To reduce it to a less estate some restriction must he imposed on these important privileges. Upon a careful analysis of this will we can find no restriction or limitation upon the power to devise, or any direction as to the descent of the property at all inconsistent with absolute estates in the daughters.

It appears to have been the primary object of Dr. Wright in the creation of the trust to preserve the whole property for the sole use and benefit of his daughters, and he so expressly declares. He did not wish their husbands, if they ever married, to have any control whatever over the property, or the income from it, and to effectuate this, he provided that the trustees must deal exclusively with the daughters in paying over to them the income. His solicitude for his daughters goes further, and he limits and restricts the expenditure of their income. It will he observed that they get the benefit of the whole income but only in the manner pointed out by their father. He seems to have looked forward to the probable marriage of his daughters, and to have made this provision to meet [57]*57the increase of expenses necessarily attendant upon an increase of family. The older the daughters grew, the larger the amount of their income which they were at liberty to spend, would be. Thus supposing at the death of her mother the income of Harriet amounted to $2000 per annum (and we infer from the statements of counsel that such was the proximate amount) for the first year she would only be at liberty to spend $500. If however she lived twenty years, and the trustees regularly invested the balance at 6 per cent, at the end of the twenty years the income that she could spend would be $2200 per annum, and this amount would be increased the longer she lived. The testator only prescribed a mode of expenditure of her income for his daughter which the owner of the fee often follows himself, that is, only to spend a part of his income and invest the residue in safe securities. Such a course is the only safe and prudent one for those who have incomes in excess of their reasonable wants. It is a common practice where the income of the estate is large for the testator to limit the expenditure during minority, and sometimes longer, in a fee simple devise, and such restriction has never been held to change the character of the devise.

Every argument that can possibly be urged to show that a limitation of the expenditure of the income is inconsistent with a fee simple estate, applies with greater force when applied to its incompatibility with a life estate. The main and distinguishing incident of a tenancy for life is the use and benefit of the income of the estate, and any restriction upon that touches more directly upon its distinguishing feature.

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Bluebook (online)
60 Md. 50, 1883 Md. LEXIS 4, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fairfax-v-brown-md-1883.