George v. Morgan

16 Pa. 95
CourtSupreme Court of Pennsylvania
DecidedApril 21, 1851
StatusPublished
Cited by7 cases

This text of 16 Pa. 95 (George v. Morgan) 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
George v. Morgan, 16 Pa. 95 (Pa. 1851).

Opinion

The opinion of the court was delivered April 21, by

Bell, J.

The rule in Shelly’s case has been so repeatedly recognised as a feature of our law, that further discussion is precluded. In the recent case, Heilman v. Bouslaugh, 1 Harris 344, if not satisfactorily vindicated, it is, at least, shown to be a settled rule of property in Pennsylvania, not to be put aside but at the risk of unsettling titles, and the introduction of confusion and uncertainty. Indeed, our numerous concurring decisions on this point, if any effect is to be accorded to them, must terminate, in our courts, further speculation as to the original propriety of the rule, and confine us to the inquiry whether the terms used to express the disposition of an estate fall within its operation. In [105]*105settling this question, when it springs from a last will, no influence is to be conceded to any supposed prohibition of the rule by the testator, or to the defeat of a particular intention by its interposition. Whether it shall be effective as a governing principle is not subject to his discretion where the form of testamentary direction invites it to action, and the frequent frustration of a partial design is one of its acknowledged consequences. In its application, the effort is to give effect to the leading intent, though at the sacrifice of a minor purpose, and, therefore, in this, as in other cases, .the first inquiry is, what is the great object'of the devisor. The ascertainment of this is, doubtless, subject to the ordinary rules of construction; but where well-considered and unimpeached adjudications have assigned to certain forms of disposition a determinate result, we are bound by it as an ascertained law of construction. In saying this, I am not unmindful of the oft-repeated remark that, as every testament is apt to present some feature peculiar to itself, the interpretation of one can render but little aid in assisting to the proper meaning of another. This is true; but it is equally so that where a particular manner of devise has become the subject of frequent adjudication, certainly without which there is no safety, public or private, it is requisite that the rule so settled shall be followed in all similar cases. This is peculiarly so, where the form of the disposition is constituted of terms of art, to which an ascertained meaning is commonly affixed.

The devise before us stands, I think, in this category. To say nothing of numerous. English cases, it is impossible to distinguish it, in principle, from our own deliberate determinations in Carter v. McMichael, 10 Ser. & R. 429; Paxson v. Lefferts, 3 Rawle 59, and the prior decisions on which they are based. It is true, that, in the first of these, the limitation was to the heirs male of the body of the first taker, and the heirs and assigns of such heirs male; from whence Chief Justice Tilghman deduced an argument favoring the application of the rule in Shelly’s ease. But the conclusion was not made to rest solely on this. A very important part of the argument was drawn from the fact, that unless an estate of inheritance was given to the first taker, the remainder limited over in fee simple must be defeated. And the latter condition was the governing reason in Paxson v. Lefferts, with a reference to the precedent case. That devise was almost, if not altogether, identical with the present. The land was given to the testator’s son Charles, during his natural life, and if he should leave lawful issue, then to them, their heirs- and assigns for ever; but for want of such lawful issue, over in fee. It will be observed, the only difference is in the employment of the words “lawful issue,” instead of “heirs of the body,” used in the first part of our disposing clause. But if there be a distinction, this difference is in favor of the construction claimed by the plaintiffs below, since [106]*106“heirs of the body” are, strictly, words of limitation, while the other terms operate, in a.deed, as words of purchase, though they may he taken either way in a will. In our case, we may, consequently, accept, without further argument, what cost Mr. Justice Kennedy some reasoning to prove in Paxson v. Lefferts, namely, that the terms employed imported limitation, and not purchase. On the argument before us, some stress was laid upon the substitution of “such issue” for “heirs of his body,” as showing they were employed as expressive of the same meaning; and it was argued that as “issue of the body” are sometimes treated as terms of purchase, the court ought to lean towards that construction here. To this, a reference to the last case might be regarded a sufficient answer; hut it may he added that, as a general rule,-the words relied on, used in a will in reference to an estate in land, operate as a further limitation, unless there be something in the context to show the testator contemplated a failure of issue at a particular period, and not an indefinite failure. The question was made in Geering v. Shenton, 1 Cowp. 410, a case, in most of its features, very like the present. It was a devise to J. S. and the heirs of his body, lawfully begotten, and their heirs for ever; but in case the said J. S. should die without leaving issue of his body, then over in fee. It was held that the devisee took in tail, the words “shall die without issue of his body” qualifying the preceding general words. As adverse to this construction, it was urged that, by the superadded words of limitation, the testator evinced an intention to give to the issue of the first taker a fee as purchasers. But Lord Mansfield inquired of the counsel whether he knew of any case where, upon a limitation of lands upon a dying without issue, those words had been confined to a dying without issue living at the time of his death. The distinction, he added, is between a devise of lands and of personal estate: in the latter case, the words are taken in their vulgar sense; that is, a dying without issue living at the time of the death of the first taker; but in the former, standing unexplained, they mean an indefinite failure of issue. Goodright v. Pullen, 2 Ld. Raym. 1437, may also be mentioned in this- connection. There the devise was to N. for life, and, after his decease, to the heirs male of the body of the said N., lawfully to be begotten, and his heirs for ever; but if the said N. shall, happen to die without such heir male, then over. It was argued that the use of the word “his,” in the singular, brought the devise within Archer’s case, and, consequently, the first taker took but an estate for life. But the court answered that, “heirs male of the body” imported an estate-tail, and this was not to be overruled by doubtful expressions; that ever since King v. Melling, 3 Keb. 100, it was so settled as not to be disputed, that the word “heirs” is, properly, a word of limitation, and not [107]*107of purchase, and so, in a will, is “issue” unexplained, though it is different in a deed.

Indeed, it may be safely asserted that the words “if he shall leave issue,” or “in default of issue,” and the like, are uniformly construed to mean an indefinite failure of issue, unless there be something in the context to qualify the general expression, or the reference be expressly to persons then existing. As early as Wilde’s case, this doctrine was averred, and it is said that whenever the term “issue” is used in reference to persons not in esse,

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Bluebook (online)
16 Pa. 95, Counsel Stack Legal Research, https://law.counselstack.com/opinion/george-v-morgan-pa-1851.