Hall's Ex'or v. Smith

25 Va. 70
CourtSupreme Court of Virginia
DecidedMarch 15, 1874
StatusPublished

This text of 25 Va. 70 (Hall's Ex'or v. Smith) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hall's Ex'or v. Smith, 25 Va. 70 (Va. 1874).

Opinion

BOUHDIN, J.

The question in this case (on the merits) grows out of the construction of that clause of the codicil to the will of William Womack, deceased, in which, after directing an equal division of the residue of his estate among his children, Francis Jefferson, James Madison, Nancy, Susan and Mary C., to them, their heirs and assigns forever, he qualifies the provision for Mary C. as follows: 1 ‘Fxcept my daughter Mary C. ; and her portion, after deducting forty-nine dollars, I lend unto her during her life, and after her death I give the same to the lawful issue of her body, to them and their heirs and assigns forever.” The question is, what estate did Mary C. take in the residuum under this clause.

The codicil was executed in 1830 or 1831, and was admitted to probate in 1831; and the clause in question brings again before the court for consideration the application and effect of the oft-occurring and much tortured rule in Shelley’s case. The question has been carefully and ably argued by appellant’s counsel; but it is not my purpose to enter upon an examination of the cases in which it has arisen; for, as was well said by Ford Eldon, in Jesson v. Wright, “the mind is overpowered bj' their multitude, and the subtlety of distinction between them.” I shall not, therefore, at this late day undertake to discuss the question ; but for an able and exhaustive investigation of this and kindred questions, beg leave to commend - to the bar and curious ^enquirers, the very powerful arguments of counsel in Moon v. Stone, 19 Gratt. 130; which for pains-taking [312]*312industry and thorough research have rarely, if ever, been equalled, and never surpassed, by any argument before this court.

I think I may assume, as a proposition too plain to be questioned, that the. words used in the testator’s will, “I lend to my daughter Mary C. her portion during her life, and after her death I give the same to the lawful issue of her body,” are, when used in a will, standing alone, apt and appropriate words, under the rule, to create an estate tail in Mary C. as to the realty, and an absolute estate as to the personalty. The question supposed to be debatable is, whether the application of the rule is defeated by the superadded words of limitar tion, “to them and their heirs and assigns forever:” whether these words plainly indicate the purpose of the testator to provide for a new stock to take by purchase. The contrary has been held by a decided majority of the cases. It must be conceded, however, that there was at one time much conflict in the cases, both in England and America, as to the effect on the rule of such words, and others of like character. See the English cases on the subject as collected and classified by Mr. Hayes in his excellent treatise, 7 Eaw Eibr. p. , tables 1, 2, 3 and 4, where all the cases will be found. In the case of Jesson v. Wright, above cited, decided by the House of Eords, in 1820, the whole subject was fully considered, after an elaborate argument at the bar, in which Eord Eldon said: ‘ ‘Ho case was ever better argued at this bar;” and words appropriate to create a tenancy in common, superadded to words creating an estate tail, were disregarded as repugnant to the *previous words of limitation; and the rule was strictly applied.

This decision was regarded at the time as settling the law of England in favor of a rigid application of the rule as settled by the earlier cases, regardless of such super-added words of limitation ; and in that sense it was adopted and approved by this court in the case of Moore v. Brooks, 12 Gratt. 135. Judge Allen delivering the opinion of the majority of a full court in that case, says, p. 146: “Several cases have occurred since the case of Jesson v. Wright, and although in some instances the principle of that case may not have been followed out, yet the weight of authority is in favor of the rule there announced. The cases on this subject are reviewed in 2 Jarmin on Wills 271, ch. 37, and he concludes that the doctrine of Jesson v. Wright has prevailed, and stands on the soundest principles of construction. Hayes on Estates Tail 100, 7 Law Libr. 54, sustains the same proposition. ' See also to same effect, Powell on Devises 464, ch. 23, 22 Law Libr. 245.” And at p. 154, same case, Judge Allen concludes his opinion as follows: ‘ ‘I also think that the cases in this court are not in harmony with each other, and that it would be more in conformity with the spirit of the later, as well as of the earlier cases in this court, and the true doctrine in regard to the rule in question, to hold that the super-added expressions do not clearly indicate an intention to use the terms as descriptive of any other class than heirs.”

I think the case under consideration is ruled by the principle of the cases of Jesson v. Wright and Moore v. Brooks. It is true that the superadded expressions here are not the same used in the cases referred to; but I regard the principle established by those as ruling *this. In the cases referred to, the superadded words would create a tenancy in common, whilst here they amount to a limitation in fee; but neither are sufficient to take the previous limitation out of the operation of the rule, as the cases show. In 1822, in the case of Tidball v. Lupton, 1 Rand. 194, Judge Roane held it to be unquestionable, that an estate tail would be created by words the same in effect, and, indeed, almost identical with those we are considering. By the first clause of the testator’s will in that case, he devised the premises in question to his daughter, “Hannah Eupton, and to her and the heirs of her body, and to them and their heirs and assigns forever.” Here, the language is, “to the lawful issue of her body, to them and their heirs and assigns forever. ’ The superadded words of limitation are identically the same in both cases. Judge Roane held 'that these superadded expressions were not sufficient to show an intention on the part of the testator, that the heirs of Hannah Eupton should take by-purchase as a new stock and not by limitation. He says, p. 204: ‘ ‘I am clearly of opinion that if there were nothing else in this will than the first clause, Hannah Eupton took an estate tail in the premises. ’ ’

It is proper to add, that I have cited this opinion of Judge Roane, to show his individual views of the law on the question under consideration. His construction of the first clause was fortified by another clause; and the decision did not rest on the first clause alone. His views of the question, however, are in accord with a majority of the cases.

I am of opinion therefore that the testator’s daughter, Mary C., took an absolute estate in the slave Martha, and that the bill in this case should have been dismissed on the merits.

*But were this otherwise, my opinion is that the claim is purely a legal one, that the plaintiff in the court below showed no good reason for going into a court of equity, and that his bill should have been dismissed for want of jurisdiction. The only colorable ground for equitable jurisdiction is the following allegation: “That the said slave Martha is still in the possession of said Hall, and has several children, whose names are unknown to your complainants^ and the said Hall refuses tO‘ make any disclosure, or give them any information on the subject. The prayer, it is true, is for a disclosure by Hall of the names and number of Martha’s children, whether any had been sold, and if so'to whom, and what was their value, that an account of hires might be taken of the [313]*313slaves, and their profits decreed to them, and for general relief.

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Related

Tidball v. Lupton
1 Rand. 194 (Supreme Court of Virginia, 1822)
Gregory's Administrator v. Marks's Administrator
1 Rand. 355 (Supreme Court of Virginia, 1823)
Moore v. Brooks
12 Gratt. 135 (Supreme Court of Virginia, 1855)
Jones v. Bradshaw
16 Gratt. 355 (Supreme Court of Virginia, 1863)
Moon v. Stone's Ex'or
19 Gratt. 130 (Supreme Court of Virginia, 1869)

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Bluebook (online)
25 Va. 70, Counsel Stack Legal Research, https://law.counselstack.com/opinion/halls-exor-v-smith-va-1874.