Hall v. George W. Hall's Estate

78 A. 971, 84 Vt. 259, 1911 Vt. LEXIS 266
Supreme Court of Vermont·Decided January 27, 1911·Published·Cited by 3 cases

Opinion

Haselton, J.

This is an appeal from the decree of the probate court for the district of Westminster distributing the estate of George W. Hall, deceased. Under the will of George W. Hall, certain pieces of his real estate were decreed to his widow, Martha M. Hall, for life, and in county court, on the construction of the will, judgment was rendered affirming the decree of the probate court. The only question made in county court was whether the real estate in question should have been decreed to the widow in fee simple instead of for life. That is the question brought before us by an exception taken to the judgment of the county court, and is the sole question here considered.

The parcels of real estate with which this case is concerned were devised “to said Martha M., her heirs, viz: her children and grandchildren and assigns”. The cardinal rule in the construction of wills is that effect is to be given to the intention of the testator so far as it can be gathered from the whole instrument and can be legally carried out. So true is this that according to an observation of Lord Mansfield it has often been said to be “a sort of paradox” to cite cases upon the construction of wills. But in the context Mansfield further said that the intent cannot be gathered by conjecture, and that established rules of construction are to be adhered to unless they are manifestly inconsistent with the intent of the testator. Pistole v. Richardson, 3 Dough 361.

And again, while laying down the duty of the court to construe a will according to the intent of the testator, he emphasized the truth that a court must not in that matter act upon mere conjecture. Chapman v. Brown, 3 Burr. 1626. [261]*261These rules were declared for the sake of certainty which, as was said by Sir James Burrow in the preface of his reports, is “the mother of security and peace.” The principles thus expressed have uniformly governed the construction of wills In this Court. Harris v. Harris’ Estate, 82 Vt. 199, 205, 72 Atl. 912; Shepard v. Shepard, 60 Vt. 109, 116, 14 Atl. 536; McClosky v. Gleason, 56 Vt. 264, 267, 48 Am. Rep. 770; Richardson v. Paige, 54 Vt. 373; Giddings v. Smith, 15 Vt. 344; Chaplin v. Douty, 60 Vt. 712, 15 Atl. 362; Conant v. Palmer, 63 Vt. 310, 21 Atl. 1101.

Thus much has been said because the will in question contains several clauses, and because both sides to this controversy refer to other parts of the will as supporting their respective claims as to the construction of the provision immediately under consideration; and because from a careful reading of the entire will we find nothing elsewhere than in the clause to be construed, to give rise to more than the merest conjectures as to the intention of the testator in drawing this clause, and because such mere conjectures are conflicting.

We have then to determine whether as is claimed Martha M. Hall took an estate in fee simple by virtue of the phrase 'to said Martha M., her heirs, viz: her children and grandchildren and assigns.” It is claimed by the appellant that the words “viz: her children and grandchildren” are void on the ground that they are repugnant to what precedes them. If they are so the appellant took an estate in fee simple. It Is claimed in behalf of the defendant estate, and the court below held, that those words are not repugnant but explanatory and restrictive, and that the result of the whole clause, so far as it concerns the appellant, is that she takes a life estate only.

The appellant claims that a note of Sergeant Williams appended to Dakins’ case, 2 Saunders, 290, 291, has been the cause of much error and that this alleged error governed the court below in this case. The note in question is this: “So a videlicet may sometimes restrain the generality of the former words, where they are not express and special, but stand indifferent, so as to be capable of being restrained without apparent Injury to them; as if lands be granted to a man and his heirs, that is to say, the heirs of his body, it is an estate tail.” Hobart, [262]*262175, Stukely v. Butler, is cited by the annotator, but the appellant says that the passage is a mere dictum of the annotator. If this were correct it would be high authority, for the notes of Sergeant Williams to the cases in Saunders have received frequent, uniform, and almost unqualified praise from the bench-in England and in America. To cite a conspicuous instance, Lord Eldon referred to these notes in the House of Lords, and said that while Sergeant Williams held no judicial position it would be sufficiently flattering to any one in such a position to have it said of him that he was as good a common lawyer as the Sergeant; “for,” said Eldon, “no man ever lived to whom the character of a great common lawyer more perfectly applied.” 3 Dow. 15.

But the passage from the note of Sergeant Williams is-not a dictum of his; but is made up of two propositions of Lord Hobart in the case of Stukely v. Butler, to which the note refers-. For there in one place Lord Hobart says that “a ‘viz.’ may work a restriction where the former words were not express and special, but so indifferent as they may receive such a restriction without apparent injury; though those former words by construction of law would have had a larger sense if the ‘viz’ had not been.”' And in another place in the opinion he says: “If I grant land to one and his heirs, viz: the heirs of his body, it is an estate tail.” It is true that the case did not require all this to be said, but it did require a construction of a videlicet as used in an instrument to be construed, and the conclusion was reached through exhaustive and luminous discussion of the office of a videlicet pertinent throughout to the point decided. If the doctrine laid down by Lord Hobart is to be treated as a dictum it was not “obiter” but judicial and of high authority. Derosia v. Ferland, 83 Vt. 372, 381, 76 Atl. 153, 28 L. R. A. (N. S.) 577.

It was indeed like !many of the “resolutions” or “rules”' to be found in Coke’s Reports, not necessary to the decision of the particular case in which they respectively are found but which, nevertheless, constitute in considerable measure the wealth of the common law.

The doctrine stated by Lord Hobart and restated by Sergeant Williams has been reiterated by many text writers and has been the basis of numerous decisions, and we entertain [263]*263no doubt of its soundness. Very clearly, too, it applies here and since the words “children and grandchildren” designate a class of heirs, they operate to limit the estate of the appellant to an estate for life unless they are prevented from having that effect by the words “and assigns” which follow them. The effect of the words “and assigns” was not referred to in argument but we have given those words due consideration. In respect to them the case of Thompson v. Carl, 51 Vt. 408, is much in point. There the question was as to the construction of a deed of land to “Betsey Thompson, and her legal heirs by Samuel Thompson, Jr., and assigns forever.” The habendum was “to have and to hold to the said Betsey her heirs and assigns,” and the covenant was with the said Betsey her heirs and assigns. It was held that the granting part of the deed created what would have been an estate tail at common law, and that so under our statute Betsey Thompson took only a life estate.

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Hall v. George W. Hall's Estate, 78 A. 971, 84 Vt. 259, 1911 Vt. LEXIS 266 (Vt. 1911).

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