Ferguson v. Zepp

8 F. Cas. 1154, 4 Wash. C. C. 645
CourtU.S. Circuit Court for the District of Eastern Pennsylvania
DecidedApril 15, 1827
DocketCase No. 4,742
StatusPublished

This text of 8 F. Cas. 1154 (Ferguson v. Zepp) is published on Counsel Stack Legal Research, covering U.S. Circuit Court for the District of Eastern Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ferguson v. Zepp, 8 F. Cas. 1154, 4 Wash. C. C. 645 (circtedpa 1827).

Opinion

WASHINGTON, Circuit Justice.

The only question in the case is, whether Mary Dick-enson took an estate in fee, or only a life estate in the land which is the subject of this suit If the former, judgment must be given for the defendant; if the latter, then for the plaintiff.

After giving his soul to his Creator, and declaring that, as to his worldly goods, he gives as follows, the will proceeds thus,— “Item, I give and bequeath unto my beloved wife, Mary Dickenson, all and singular my goods and effects, both real and personal, of what kind soever, or wheresoever, after my debts and funeral expenses are paid.” The only other clause in the will is that which follows the above, whereby he appoints his wife, and his brother Cadwallader Dicken-son, his executors, and revokes all former wills theretofore made, either by word, or writing. In this will we find no words of inheritance annexed to the devise to the person who is the sole devisee; and the only inquiry is, whether there are any expressions which, when used in a will, are in themselves equivalent to words of inheritance; or whether an intention to give the whole of the testator’s interest in his real property to this devisee, can be fairly collected from the whole of the will. If there be no such intention, or no such expressions, it is agreed by the counsel on both sides, that the general rule of law, which favours the heir at law, must prevail. As to intention, independent of the legal interpretation of the words used in the clause containing the devise to Mary Dickenson, nothing can be gathered from other parts of this will to explain their meaning, unless it is furnished by the introductory clause; since they constitute the whole of the will, with the exception of the one which appoints the executors.

The inquiry is then narrowed down to the particular phraseology of the devising clause; and the question is, whether the words here used, are sufficient, in point of law, to pass all the interest which the testator had in his real estate. There are many words denoting the quantity of estate, or interest intended to be disposed of by the testator, whieh¡ from their own import, sanctioned by judicial authority, assume a technical character; and, unless they are controlled by a contrary intention, manifestly appearing in other parts of the will, are equivalent in their legal effect to words of inheritance in their strictest sense. Thus the words “estate,” “for ever,” “the devisee to have all his inheritance,” “purchase,” “to give and dispose of at the pleasure of the devisee,” “all the right, title and interest,” or “all the interest of the devisor in the thing devised,” “all the real property of the testator,” or “all his worldly substance,” &c. What, for example, is the “estate,” the “interest,” the “inheritance,” “property,” or “worldly substance” of a tenant in fee simple of real property, but a fee simple interest; and it is that which forms the subject of the devise, when those expressions, or either of them are used. They import in their most common acceptation, all the interest which the testator possesses, and can part with, generally, or in the thing devised, as the case may be; and to restrict their meaning to a life estate, would manifestly violate his intention; unless from other expressions In the will, it is clear that they were used merely to indicate a particular species of property. or a particular piece of land, and to distinguish it from other property of the testator. But these and other expressions of [1155]*1155like import, which, before they had obtained a meaning under the established judicial authority, were merely indicative of the intention of the testator to give a fee, and on that ground were construed to give it, have, .under the sanction of that authority, become ns strictly technical as those other words, which are so independent of intention. Thus, a devise of all a man’s estate, interest, property, or worldly substance, will pass a fee simple in land, in like manner as if it had been given to him and his heirs; unless those expressions be restrained by some other words, or unless a contrary intention appear from some other part, or from the whole of the will. And it is most important for the sake of security in the disposal of real property, which so much depends upon a uniformity of decisions, that, when -certain expressions have obtained a particular definite meaning by a course of deci.sions, or even by an undisturbed and unquestioned ad j udieation, such meaning should he adhered to, and the expressions so defined should be considered as technical in all subsequent similar cases.

' This brings me to the consideration of the particular expressions used in the devise to Mary Dickenson, which I have purposely excluded from the list before mentioned, with a view to a more minute examination -of their meaning. They are, “all and singular my goods and effects, both real and personal, of what kind soever, or wheresoever.” As these expressions have received a definite judicial interpretation, by the highest authority, more than half a century ago, it can only be necessary to refer to the authority itself for their meaning. In the case of Hogan v. Jackson, Corp. 299, decided in the year 1775, the devise was to -the wife of the testator of his house and lands of G. for her natural life; and also of his lands of B. for the term of her natural life, without liberty of committing waste; and, after sundry annuities and legacies to different persons, he gives to his said wife “all the remainder and residue of all the effects, both real and personal, which he shall .die possessed of.” Lord Mansfield observed, that the cause turned upon a single point, which was to fix the meaning of the word “effects” in the English language. “If,” said he, “it be equivalent to ‘worldly substance,’ used by the testator in the beginning -of his will, or if it be synonymous to ‘property,’ there is an end of the question, because then all the cases prove that the sweeping clause passes a fee. On the contrary, if it can be shown that ‘effects’ mean ■“chattels,’ or personality only, then the residuary clause can include them only.” He then concludes by saying, that he takes •“effects” to be synoymous to “worldly substance;” which means, whatever can be turned to value; and therefore, that real and personal effects mean all a man’s prop-erty. This decision was afterwards carried by writ of error before the bouse of lords, where it was affirmed in conformity with the unanimous opinion. of all the judges, that the devisee took an estate in fee in all the testator’s property under the residuary clause. If there be no material difference between that case and the one now under consideration, the decision in that ought to be conclusive; since its correctness has never been questioned in any subsequent decision in England, or in the United States.

It is insisted by the plaintiff’s counsel, that the two cases are strikingly different in the three following particulars: 1. In the introductory clause. 2. In the, import of the words, “remainder and residue.” And, 3. In the devise of an annuity to the heir at law. As to the introductory clause, it is well settled, that it can never be attached to the devising clause, so as, per se, to enlarge the latter to a fee, unless the words used in the devising clause admit of passing a greater interest than for life; and it is only in such eases, and where the intention of the testator is, from other parts of the will rendered doubtful, that the court will lay hold of an introductory clause for the purpose of aiding in ascertaining the intention.

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Bluebook (online)
8 F. Cas. 1154, 4 Wash. C. C. 645, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ferguson-v-zepp-circtedpa-1827.