Joseph Wilkins v. David Allen

59 U.S. 385, 15 L. Ed. 396, 18 How. 385, 1855 U.S. LEXIS 707
CourtSupreme Court of the United States
DecidedApril 18, 1856
StatusPublished
Cited by32 cases

This text of 59 U.S. 385 (Joseph Wilkins v. David Allen) is published on Counsel Stack Legal Research, covering Supreme Court of the United States primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Joseph Wilkins v. David Allen, 59 U.S. 385, 15 L. Ed. 396, 18 How. 385, 1855 U.S. LEXIS 707 (1856).

Opinion

Mr. Justice CATRON

delivered the opinion of the court.

Michael Allen, of the city of. Pittsburg, made his will in 1849, by which he bequeathed to his wife, for life, his dwelling-house in said city, with two lots of ground occupied by him and her as a garden. He also gave her the household furniture and library. “ And still furthermore,” he declares, “ that, first and foremost, there shall be secured to my dear wife, on my real and personal estate, an annuity of twelve hundred dollars a year, to be punctually paid semiannually during her lifetime, and that my executors pay all the taxes on the premises occupied by my dear wife during her lifetime.”

The testator then bequeathes: 1st, To the five children of Dr. Robert Wray, five hundred dollars each. 2d. To the managers of the orphan asylums of the cities of Pittsburg and Alleghany, two thousand dollars each. 3d. To the pastor and sessions of the First Presbyterian Church, two thousand dollars. 4th. To the general assembly of the Presbyterian church, ten thousand dollars. 5th. To the trustees of the board of sessions of said general assembly, four thousand dollars. 6th. To the Foreign Evangelical Society, located in New York, three thousand dollars. 7th, 8th, and 9th, he gave for the use of the Presbyterian church, eleven thousand dollars. 10th. To the American Bible Society, six thousand dollars. 11th. To the American Tract Society, four thousand dollars. 12th. For the use of the Sunday School Union, situate in Philadelphia, four thousand dollars.

• He next declares: “As to my debts, they will amount to very little ; but, and after paying all claims ana bequests, there will remain a considerable surplus, which I give and bequeathe in trust to my executors, be the same more or less, to be applied to the religious and benevolent purposes of the several institutions of the general assembly of the Presbyterian church in the United States of America, as before mentioned; ” .and then constitutes and appoints his executors (who are the • plaintiffs in error) to carry Out the pro-visions of the will.

The defendants in error are the heirs at law of Michael Allen. They sued his executors in ejectment to recover a portion of the lands situate in the city of Pittsburg, of which he died seisedj insisting that the lands did *not pass by the will. . •

The residuary clause was. supposed to be of doubtful meaning and obscure. To remove the alleged obscurity, the defendants below- offered -to prove on the trial, “from memoranda' made by the testator at the'time of the execution of said last *391 will and testament, and upon the basis of which the same was prepared by him, and also by declarations made by him at and about the same time, what was his real meaning in the employment of the word ‘ surplus ’ in the residuary clause of said will, and that the same was intended to comprehend his whole remaining estate, as well real as personal.”

“ And farther, to show by other evidence, besides the said memoranda, the actual amount and condition of the personal estate.at the time of the execution of the said last will and testament, as well as at the period of the testator’s death, and that the same was entirely insufficient, at either of the said periods, to pay the specific and pecuniary legacies provided therein; 'and this, for the purpose of explaining the meaning of the testator ip the said residuary clause, and the employment of the said word ‘surplus’ therein, by'showing that, if the same did not embrace the real estate, the said residuary clause would be entirely inoperative, for the reason that there was, in point of fact, under such construction, at neither of said periods, any surplus whatever, as supposed and declared by the testator himself.”

On motion of the plaintiffs, the court rejected the evidence, and instructed the jury that no title vested in the executors by the residuary clause.

On this state of facts, the first question presented for our consideration is, whether the terms of the will are sufficient-in themselves, when interpreted by their context, to carry the real estate to the executors ?

As, in this instance, the testator’s language must be construed with reference to the laws and policy of the country of his domicile, it is our duty to ascertain what the laws and policy of Pennsylvania are, so far as they may have a controlling influence in the construction of this will.

In the first place, Pennsylvania has only so far altered the English common law as to substitute all the children for the sole heir, carrying out this rule of descent through the collateral branches. This is the will the law makes in case of intestacy, and is the policy of the State. Under the law, the heirs must take, unless they are “ disinherited, by express words, or necessary implication.” “ Conjecture, nor uncertainty, shall never disinherit him.” Such was the ground assumed by counsel in the case of Clayton v. Clayton, 3 Binney, 481, and which assumption was sustained by the court; ib. 486. Chief Justice Tilghman says : “ The rule of law’ gives the estate to the heir, unless the will takes it from him; and, in order' to take it from him, it must give it to some other person. Thus we are brought back to the question, are there any words in the will sufficient to convey more than an estate for ■ fife to the devisees. I can find none.”

*392 Ill the case referred to, the testator devised a homestead to his niece, Sarah Evans, and her children, without adding the word heirs. That he intended to give an estate in fee was hardly open to controversy ; but the words of the will did not carry the fee, and the court refused to follow a doubtful intention. It there came fairly up to the rule laid down in the English case of Mudge v. Blight et ux. Cowp. 355, that where there are no words of limitation, the court must determine in the case of a devise affecting real estate, that the devisee has only an estate for life, because the principle is fully settled and established,, and no conjecture of a private imagination can shake a rule of law. If the intention of the testator is doubtful, the rule of law must take place; and so if the court cannot find words in the will sufficient to carry a fee. Though they should themselves be satisfied beyond the possibility of a doubt, as to what the intention of the party was, they must adhere to the rule of law.”

This decision was made in 1811, and the principles then laid down have since been adhered to with uncommon care and strictness.

In speaking of expressions in a will necessary to disinherit the heir, Chief Justice Gibson, in delivering the opinion of the court in the case of Bradford v. Bradford, 6 Wharton, 244, says: “ The intention must be manifest, and rest on something more certain than conjecture. The court must proceed on known principles and established rules, not on loose conjectural interpretations, nor considering what a man may be imagined to do in the testator’s circumstances. The principle is applicable in all its force in a case like the present, in which the question goes to the birthright of those who, standing in place of the common-law heir, are not to be disinherited except by express devise, or, as is said in 1 Powell on Devises, 199, by implication so inevitable- that an intention to the contrary cannot be supposed.”

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Bluebook (online)
59 U.S. 385, 15 L. Ed. 396, 18 How. 385, 1855 U.S. LEXIS 707, Counsel Stack Legal Research, https://law.counselstack.com/opinion/joseph-wilkins-v-david-allen-scotus-1856.