Guthrie's Appeal

37 Pa. 9, 1861 Pa. LEXIS 1
CourtSupreme Court of Pennsylvania
DecidedJanuary 7, 1861
StatusPublished
Cited by38 cases

This text of 37 Pa. 9 (Guthrie'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
Guthrie's Appeal, 37 Pa. 9, 1861 Pa. LEXIS 1 (Pa. 1861).

Opinion

The opinion of the court was delivered, by

Strong, J.

The words of the will of Robert Harris, out of which arises the controversy in this case, are as follows: “I give and bequeath to my daughter Elizabeth, wife of James Bones, the use and life estate in her own proper person (but without power to convey the same to any other person for any period or term), all my messuage, tenement, and lot or tract of land whereon she now resides with her husband, in the township of Brandywine, and county of Chester, which I purchased at sheriff’s sale as the property of William Christman, and containing fifty acres, be the same more or less — and at the decease of my said daughter Elizabeth, the said lot or tract of land and appurtenances, I hereby bequeath to such of her children or their heirs as may survive her, as tenants in common, that is, the child or children of any deceased child of hers shall hold the same interest and right that the deceased parent would have hold if living.” At the time when the will was made, Elizabeth Bones had several children, and all her children were born before the will was proved, and probably before the death of the testator. The fundamental question is, what estate did she take under this devise ? If more than a life estate, it must be by virtue of the rule in Shelly’s Case, and the effort of the appellant has been to establish that under that rule she took an estate tail.

The rule which existed long before the case that gave it its name, is thus stated by Lord Coke in 1 Co. 104 (a): “ When the ancestor, by any gift or conveyance, takes an estate of freehold, and in the same gift or conveyance an estate is limited either mediately or immediately to his heirs, in fee or in tail, always in such cases heirs are words of limitation of the estate, and not words of purchase.” It has been somewhat differently stated by Preston, in his treatise on Estates, page 263, and again differently by Hayes, in his treatise on Estates Tail, page 4, and still differently by Smith, in his work on Executory Interests, page 400 ; [13]*13but in every statement of it, the essentials are substantially the same. The inheritance in remainder must be given to the heirs of the grantee or devisee of the estate for life, as heirs, or the rule has no applicability to the case. Preston’s analysis of it shows that the limitation of the remainder must be to the “heirs,” or “heirs of the body,” of the person taking the particular estate “ by that or some such substituted name, and not to the heirs as meaning or explained to be, sons’ children,” &c. Smith, in his work on Executory Interests, states as necessary to the application of the rule, that the limitation of the remainder should be to the heirs or heirs of the body, of him who takes the particular estate of freehold “by that description and in that character, or to his heir or the heir of his body, in the singular number, but as a nomen eolleetivum in the sense of heirs or heirs of the body.” It is therefore always a precedent question, in any case to which it is supposed the rule is applicable, whether the limitation of the remainder is made to the heirs in fee or in tail, as such, and in solving this question, the rule itself renders no assistance. It is silent until the intention of the grantor or devisor is ascertained. But if that intention is found to be that the remainder-men are to take as heirs of the grantee or devisee of the particular freehold, instead of becoming themselves the root of a new succession, the rule is applied, though it may defeat a manifest intention that the first taker should have but an estate for life. It is very carefully to be noted, that in searching for the intention of the donor or testator, the inquiry is not whether the remainder-men are the persons who would have been heirs, had the fee been limited directly to the ancestor. The thing to be sought for is not the persons who are directed to take the remainder, but the character in which the donor intended they should take. In the very many cases in which the question has arisen, whether thei rule was applicable, the difficulty has been in determining whether \ the intention was that the remainder-men should take .as heirs of the first taker, or originally as the stock of a new inheritance; the effort in almost all’of them has been to show that the words “heirs” or “heirs of the body,” were not used in their technical sense, as expressive of the nature and extent of the devise, and its descent, but as descriptio personarum, designatory of individuals. To those words the law attaches a definite meaning. They are words of limitation, and not of purchase. When, used by a testator, the law presumes that he used them in their legal sense, that he_ intended not individuals, but quantity of estate, and descent. Whenever they are employed, thereTore, the burden is thrown upon him who contends that they are words of purchase, to rebut this presumption, and to show that they were used in the particular grant or devise to designate persons. Undoubtedly the word “heirs” may be shown by their context, to have been [14]*14used in the sense of sons, daughters, children, &c.; and when it is so used the rule in Shelly’s Case is inapplicable: Fearne on Remainders 188, 189; Smith on Executory Interests 479. But the cases abundantly show that the intent not to use the words in their legal sense must be unequivocal, “-that it must appear so plainly (to use the language of Lord Alvanley) that no one can misunderstand it:” 3 B. & P. 620.

The limitation of the remainder in the present case, however, is not to the heirs or heirs of the body of Elizabeth Bones, the first taker of the freehold, but to “such of her.children or their heirs as may survive her, as tenants in common; that is, the child or children of any deceased child of hers shall hold the same interest and right that the deceased parent would have held if living.” There is, therefore, no presumption that the remainder-men were intended to take as heirs, arising from the use of technical words of limitation. There is, indeed, a contrary presumption. The word children is not a word of limitation, but of personal description. In Burgar v. Bradford, 2 Atk. 222, Lord Hardwicke said, “ Children, in their natural import, are words of purchase, and not of limitation, unless it is to comply with the intention of the testator, when the words cannot talee effect in any other way.” Hayes also says (page 35), “But the words children, sons, &c., are properly descriptive of a particular class or generation of issue. They point not at heritable succession, but individual acquisition. Their effect differs in nothing from a designation of individuals by name, except that a devise to several ‘ nomination’ as tenants in common, fails as to the shares of those dying before the testator.” He adds, “ The rules of construction freely permit, however, the use of the words ‘heirs of the body,’ or ‘issue,’ in the limited sense, of children, and of the word children in the comprehensive sense of the words ‘heirs of the body,’ these rules, or rather the fundamental principle of legal interpretation, requiring only a clear explanation to justify a departure from the ordinary meaning, imposing on those who would translate the term, the onus of producing an express warrant under the hand of the author of the gift.” Admitting now, with Mr. Hayes, that the word “ children” may be construed to mean “heirs of the body,” yet there must be, as he says, an express warrant for this change of its legitimate meaning, under the hand of the author of the gift.

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Bluebook (online)
37 Pa. 9, 1861 Pa. LEXIS 1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/guthries-appeal-pa-1861.