Homer v. Shelton

43 Mass. 194
CourtMassachusetts Supreme Judicial Court
DecidedMarch 15, 1841
StatusPublished
Cited by1 cases

This text of 43 Mass. 194 (Homer v. Shelton) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Homer v. Shelton, 43 Mass. 194 (Mass. 1841).

Opinion

The opinion of the majority of the court was delivered by

Wilde, J.

This is an action of assumpsit, brought to recover the plaintiff’s share of the personal property bequeathed to him by the last will and testament of his deceased father, Benjamin P. Homer. His claim is founded on two grounds, both of which depend on the construction to be given to the will.

In the first place, his counsel contend, that by the will an absolute property in his share of the estate was bequeathed to the plaintiff, and that the limitation over is void for repugnancy or uncertainty. And secondly, if the limitation over be valid, still it is contended that the plaintiff, as the first taker, is entitled to recover, and to hold the property subject to the limitation.

The first and great rule in the exposition of wills, to which all other rules must bend, is,” as Chief Justice Marshall lays it down, “ that the intention of the testator shall prevail, provided it be consistent with the rules of law.” “ It is the polar star to guide us in the construction of wills.” Smith v. Bell, 6 Pet. 75. 84. The legal import, therefore, of technical language, or words of limitation, is not to prevail against the manifest intention of the testator, appearing from other parts of the will. Such language is to be construed, if it may be, so as to effectuate that intention. If an estate be given to A. and his heirs, and if he dies without children or issue living at his death, then to B. and [199]*199his heirs, the limitation over is valid ; not, however, as a contingent remainder ; for by law no remainder over, after the gift of a fee, can be valid : But the limitation is good as an executory devise, so that the intention of the testator may not be defeated. This “ the law admits,” says Fearne, “ in the case of a will, though contrary to the rules of limitation in conveyances at common law. It is only an indulgence allowed to a man’s last will and testament, where otherwise the words of the will would be void.” Fearne, (7th ed.) 386. The same liberal rule of construction, to effectuate the intention of a testator, is laid down by Buller, J. in the case of Hodgson v. Ambrose, 1 Doug. 342. “ If the intention be apparent,” he remarks, “ I know of no case that "says a strict legal construction, or a technical sense of any words whatever, shall prevail against it.”

This then being the indisputable rule of construction, (and it applies as well to executory bequests of personal chattels as to executory devises of real estate,) the question is, how far it affects and controls the present case.

By the first clause in the will, the testator gives, devises, and bequeaths to his son, (the plaintiff,) and his heirs and assigns, (subject to the limitations in said will afterwards made) one equal third part of all his estate ; and in part, and towards his share, he devises to him, his heirs and assigns, certain stores and real estates ; and in order to make up his said equal third part, he gives) bequeaths and devises to him, and his heirs and assigns, so much of his other property, not specifically devised, as with all sums given to him by way of advancement should amount to such third part of his estate. Then follows the limitation in the words following : But if my said son shall leave but one child living at the time of his decease, then it is my will that such one child should take but one third part of its father’s share of my estate, as is hereinafter particularly provided.”

In the last clause in the will, this limitation is extended to the gifts to his other children, as follows : “ And whereas I have hereinbefore made no express provision for the case of my son and two daughters leaving respectively but one child living at [200]*200their decease ; now it is my will, that in case my said son and daughters shall die leaving only one child living at their deaths respectively, and no issue then living of any other child, then it is my will that such only child shall take one undivided third part, and no more, of the whole property which would have fallen to the share of the said child’s parent in my estate, by this my will; and I do give and bequeath the said third part accordingly. And the other two third parts of such parent’s share shall enure to and be divided among my other children and their legal representatives, share and share alike, in like manner, to all intents and purposes, as they take and hold their own original shares of my estate under this my will; and I give the same accordingly.”

Taking into consideration these clauses of the will, there can be no doubt as to their construction. The intention of the testator is manifest, and it is not inconsistent with any rule of law So that unless a different construction is to be given to some other part of the will, it is very clear that the plaintiff took under the will a conditional fee in the real estate, with a limitation over, by way of executory devise, in favor of the testator’s children and grandchildren, and their legal representatives; and that his title to the personal estate is subject to the same conditional limitation. But the argument for the plaintiff is, that by the residuary clause in the will there is given to the plaintiff, by necessary implication, a right to alien and dispose of the property, and consequently that the limitation ever is repugnant and void.

The leading case on this point is The Attorney General v. Hall, Fitzg. 314. In that case, William Hall, being seized and possessed of a considerable estate, real and personal, made his will in the words following : “ I give and bequeath all my real and personal estate to my son Francis Hall, and to the heirs of his body, and to his and their use, to be paid unto him in three years after my death ; and during that time I make Sir Isaac Newton executor of this my will; and after the said three years expired, I do appoint that my said son Francis shall be executor , and if my said son Francis Hall shall die, leaving no [201]*201heirs of his body living, then I give and bequeath so much of said real and personal estate, as my said son shall be possessed of at his death, to the Goldsmiths’ Company of London, in trust ” for charitable purposes mentioned in the will. “ But my will is that the company shall not give my son any disturbance during his life.”

It was adjudged that the limitation over to the Goldsmiths’ Company was void, because the absolute ownership had been given to the son, and the company were to have no more than he should have left unspent; and therefore he had a power to dispose of the whole ; which power was not expressly given to him, but it resulted from his interest. A similar principle is recognized in Jackson v. Bull, 10 Johns. 19. There the testator devised to his son Moses, and to his heirs and assigns forever, a certain lot he owned, and also bequeathed to him $ 500; and by another clause he directed, that in case his son Moses should die without lawful issue, the said property he should die possessed of should go to another of his sons. This limitation over also was held void, as being repugnant to the absolute ownership and disposal of the property given to Moses. The same principle was adopted in the case of Ide v. Ide, 5 Mass. 500, and in some other cases. It is not, however, easy to reconcile these decisions with that in Smith v. Bell, 6 Pet. 68. In that case, the words of the will were, “ I give to my wife E. G. all my personal estate whatever &c.

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Related

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Bluebook (online)
43 Mass. 194, Counsel Stack Legal Research, https://law.counselstack.com/opinion/homer-v-shelton-mass-1841.