Jenkins v. Hogg

124 S.E. 392, 139 Va. 682, 1924 Va. LEXIS 143
CourtSupreme Court of Virginia
DecidedSeptember 25, 1924
StatusPublished
Cited by2 cases

This text of 124 S.E. 392 (Jenkins v. Hogg) 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
Jenkins v. Hogg, 124 S.E. 392, 139 Va. 682, 1924 Va. LEXIS 143 (Va. 1924).

Opinion

Crump, P.,

delivered the opinion of the court.

The plaintiffs in error were the plaintiffs in an action of ejectment pending in the Circuit Court of Gloucester county against the present defendants in error. ■ The case was submitted to the court without a jury and judgment was rendered for the defendants. Thereupon the plaintiffs, who are now the plaintiffs in error here, obtained a writ of error from the Supreme Court of Appeals.

The sole question for decision by this court is as to the proper construction of the will of John Dobson, admitted to probate in Gloucester county in December, 1833. The trial court held that under the terms of the devise in that will, under which the plaintiffs in the action of ejectment claimed, a life estate was given to the devisee as the first taker, and overruled the contention of the defendants that under the rule in Shelley’s Case the estate of the first taker was converted into an estate in fee. This appeal presents for decision by this court the question whether or not the devise contained [685]*685in the will of John Dobson is governed by the rule in Shelley’s Case. If such be the case, the court below erred;, otherwise, it was not in error.

It will be remembered that the rule in Shelley’s Case was abolished by statute in 1850; but, as this will was probated in 1833, if the facts of the case are appropriate, the rule in Shelley’s Case would apply to it.

The testator in his will, after providing for his wife and for the education of a minor child, gave a portion of his real estate to his four children in the following language:

“* * may be equally divided between my four children, Rebecca Dobson, Martha Anna Dobson, Mary Frances Dobson, Joseph Dobson, which I lend unto them during their natural life and give to their heirs lawfully begotten of their bodies, but should any one of my said children die leaving no child, it is my will that the portion of the child so dying may be equally divided between those that may survive or their heirs.”

It is earnestly contended by learned counsel for the plaintiffs in error that under the rule in Shelley’s Case the limitation immediately following the life estate, “to their heirs lawfully begotten of their bodies,” creates a fee tail in the four children named as first takers, which under our statute is converted into a fee simple; and that the words immediately following are not sufficient to modify the words “heirs lawfully begotten of .their bodies” so as to preclude the operation of the rule.

Notwithstanding the antiquity of this famous rule, and despite the fact that its operation in Virginia was abrogated in 1850, somewhat strange to say, it has been the subject of three decisions of the Supreme Court of Appeals of Virginia within the last ten years.

Where an estate was conveyed to A for life with remainder to the heirs, or heirs of the body, of A, it was [686]*686universally held, under the settled recognition of the rule in Shelley’s Case, that notwithstanding the express, grant to A only for life, A took in one case a fee simple estate and in the other case an estate in fee tail.

The precise terms of the rule, comprehensively stated, are given by Professor Minor as follows:

“Whenever the ancestor by any will, gift, or conveyance, takes an estate of freehold in lands, or tenements, and in the same will, gift, or conveyance, an estate is afterwards limited by way of remainder, either mediately or immediately to his heirs, or to the heirs of his body, the words heirs or heirs of his body are words of limitation of the estate, carrying the inheritance to the ancestor, and not words of purchase creating a contingent remainder in the heirs.”

Under the will involved in this case, it is apparent that, omitting the words following the devise to the prior tenants and then to’ the heirs lawfully begotten of their bodies,- the will in question here is brought within the operation of the rule; and the four children would take an estate in fee. In all cases in which the limitation in remainder is to the heirs of the body of the life tenant, without qualification or explanation, those-words are deemed to be words of limitation; and where-the limitation was in its simplest form, as to A for life- and remainder to the heirs of his body, the rule in Shelley’s Case would always operate at common law to give A a fee tail. It is well settled in addition, that the words “heirs of the body,” as well as the word “heirs” alone, are to be taken and used in their technical sense; and this presumption can be overcome only by qualifying or explanatory words or phrases indicating with a fair degree of clearness that the author of the instrument did not intend to use them as words of limitation.

It is to be taken as well settled in our law that the [687]*687rule in Shelley’s Case is a rule of property and overrides the intention of the testator. In fact, wherever applicable it may be said that it disregards intention altogether; for whilst the intention may confessedly have been but to give a life estate, the rule converts that life estate into a fee by treating the terms of the gift over to the heirs as a limitation of the estate and not as words of purchase.

At common law originally, where an estate was conveyed to A for life with remainder to the heirs or heirs of the body of A, construed strictly according to the exact meaning of the words, A would take only an estate for life, and the words “heirs” or “heirs of the body of A” would have been construed as words of purchase giving a contingent remainder to the heirs or heirs of the body of A. This result was attended with numerous inconveniences in early times when the land holdings in England and the law of descent of real property were greatly influenced by the feudal law. For this reason the courts in England held that the limitation to the heirs or the heirs of the body should be regarded as executed in possession and thus merged with the life estate in the ancestor, so that the ancestor stood seized of an . estate in fee simple or of fee tail in possession.

While it is stated that the rule in Shelley’s Case is paramount to the intention of the testator, and thus overrides the expressed intention of the testator that the first taker should have only a life estate, this principle must be understood in its proper sense. The law does not mean to say that a person may not give to another an estate for life with a remainder over to persons designated as heirs, or heirs of the body, if it be fairly clear from the instrument in which the limitation occurs that by the words “heirs,” or “heirs of the body,” the author of the instrument intended to use them [688]*688merely as descriptio personarum, and. not as words denoting persons who are to take indefinitely in succession by descent. What is really meant by the rule being paramount to the intention of the testator is, for example, that where the rule is applicable it overrides the plainly expressed intention of the testator to give to the first taker only a life estate, and therefore the rule overrides the intention of the testator and disregards altogether the intention expressed upon the very face of the instrument that the first taker should take only a life estate.

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Related

Hinton v. Hinton
165 S.E.2d 386 (Supreme Court of Virginia, 1969)
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144 S.E. 434 (Supreme Court of Virginia, 1928)

Cite This Page — Counsel Stack

Bluebook (online)
124 S.E. 392, 139 Va. 682, 1924 Va. LEXIS 143, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jenkins-v-hogg-va-1924.