Harrisons v. Harrison's adm'x

44 Am. Dec. 365, 2 Va. 1
CourtSupreme Court of Virginia
DecidedApril 15, 1845
StatusPublished
Cited by9 cases

This text of 44 Am. Dec. 365 (Harrisons v. Harrison's adm'x) 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
Harrisons v. Harrison's adm'x, 44 Am. Dec. 365, 2 Va. 1 (Va. 1845).

Opinions

Baldwin, J.

I think it clear that by the will in question, the testator intended to confer upon his wife the ownership of his whole estate, real and personal; but not for her exclusive benefit. There is an express declaration of a trust in favour of the children of the marriage, by which they are entitled to distribution of the estate amongst them; a distribution, however, not immediate or unqualified, but subject to a power and discretion on the part of the wife, the effect of which is to limit the trust; and to enable her, at her own election, to enjoy the whole subject during her life for her own benefit. The scheme of the testator’s testamentary dis[11]*11position evidently was to place his wife in his own stead, so far as regards the enjoyment of the property during her life, and the equal distribution of it amongst their children; confiding to her the like parental discretion which if living it would be his province to exercise, in making advancements to them from time to time suitable to their condition and wants; and in the ultimate allotment to them of their respective portions of the residue of the estate. The discretion is broad, but not unlimited. It authorizes her to sell the property for payment of debts, or more convenient enjoyment, advancement or division; or to keep it for the like purposes in kind: but it gives her no power to bestow it upon strangers, or to dispose of it unequally amongst the children.

The effect of the construction contended for on the part of the children, is to entitle them to immediate distribution of the whole property, so as to deprive the widow of all discretion in regard to the periods for allotment to the children of their respective portions of the estate: and leave her destitute of all provision for her comfort and maintenance. And this, in that view, we must take to have been the testator’s intent; for we cannot suppose that he contemplated her breaking through the dispositions of the will, for the purpose of obtaining the means of subsistence provided for her by law. Thus (upon that construction) while expressing for his wife the utmost love and confidence, devising to her in terms his whole estate in fee simple, and confiding to her the distribution of it amongst their children, we are to hold the testator’s intent to have been to leave her penniless. Such a construction is impossible. It is against the whole spirit of the will, and unwarranted even by its letter. The distribution contemplated by the testator was a distribution not at his own death, but at that of his wife, or earlier at her option; with a perfect discretion in her as to the times, manner, amount and proportions, subject [12]*12only to the requirement of ultimate completeness and equality in the division.

The construction contended for on the part of the w^ow^ by which she would hold absolutely for her own uge anq benefit the whole estate, real and personal, with the power of disposing of it according to her own mere will and pleasure, so as to leave the testator’s children destitute, and enrich strangers to his blood and affections, I regard as equally unfounded. It is true, by one clause of the will the testator leaves to his wife all his worldly goods, doubtless meaning all his estate, real and personal; but in the same clause the purpose expressed is, “ to sell or beep for distribution amongst our dear children.” This was surely the declaration of a trust in their favour. And though by the next clause the devise to her is of all his estate, real and personal, in fee simple, yet it is accompanied with a request, “ to make an equal distribution amongst our heirs.” The only foundation of the widow’s claim to absolute and unqualified, ownership, is the language of discretion in the first mentioned clause, and of request in the second. But the words of discretion in the first, “ as she may think proper,” have reference to the executing, and not the defeating of the trust; and the words of request in the second, “only requesting her to make an equal distribution amongst our heirs,” serve but to shew that her ownership was limited merely for the purposes of the trust, and that the testator desired the distribution required by the trust should be equal. The second clause is an explanatory repetition of the first, and in no wise does it impair the trust, or enlarge the ownership of the widow to the detriment thereof. The two taken together shew it was the testator’s intention that his wife should succeed him to a qualified ownership of his estate; and that their common offspring should be the joint and equal “ heirs” or distributees of both; with a parental discretion in her to accelerate, in the whole, or in part, the periods of enjoyment by the children respectively.

[13]*13The doetrine of precatory bequests is not necessary to sustain, though it may serve to strengthen, the foregoing view of the case. Let us suppose, instead of the express declaration of trust in the first mentioned clause, the language of request had been employed therein, as well as in the second. The whole will from the end of the preamble would then have read thus: “In the utmost confidence in my beloved wife, I leave to her all my worldly goods, and request her to sell or keep the same for distribution amongst our dear children as she may think proper. My whole estate real and personal are left in fee simple to her, only requesting her to make an equal distribution amongst our heirs; and desiring her to do for some of my faithful servants whatever she may think will most conduce to their welfare, without regard to the interest of my heirs. Of course, I wish, first of all, that all my debts shall be paid. This is my only will.” How then would the doctrine of precatory bequests have borne upon the construction of the will ?

That doctrine (applicable to cases where there is such a testamentary disposition of property to one as is susceptible of a trust in behalf of others) is founded upon the cardinal rule in the construction of wills, that the testator’s intent, when ascertained, is to be carried out, by whatever words conveyed. Hence it has come to be well settled, in such cases, that in order to effectuate the testator’s intention, words of request, recommendation, or hope, may be treated as imperative ; and shall be so treated where the objects of the precatory language are certain, and the subjects contemplated are also certain ; unless a clear discretion or choice to act or not to act, be given, or the prior dispositions of the property import absolute or uncontrollable beneficial ownership. 2 Story’s Eq. § 1068 to 1070; 2 Rop. on Leg. ch. 21, § 6; Lewin on Trusts, ch. 5, <§, 2, p. 77, 81, 24 Law Libr. ; Jeremy Eq. Jurisd. Book I, ch. 1, <§> 2, p. 99, 102. Exceptions have been taken by some Judges and writers to [14]*14this treatment of precatory words; while, as thus limited, they recognize the doctrine as established by authority. It seems to me to be well justified by principle.

Where a testamentary benefit contemplated is direct and primary, it is obvious that there is no room for a distinction between the force of peremptory and precatory words. Thus in the devise of an estate, or a tenement, or the bequest of a horse, or a sum of money, the effect is the same whether the testator employs the language of gift, grant or conveyance, or that of request, recommendation or even advice, however awkward or inappropriate any of the latter might in some cases seem.

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Bluebook (online)
44 Am. Dec. 365, 2 Va. 1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/harrisons-v-harrisons-admx-va-1845.