Kennedy v. Alexander

21 App. D.C. 424, 1903 U.S. App. LEXIS 5494
CourtCourt of Appeals for the D.C. Circuit
DecidedMarch 6, 1903
DocketNo. 1236
StatusPublished
Cited by2 cases

This text of 21 App. D.C. 424 (Kennedy v. Alexander) is published on Counsel Stack Legal Research, covering Court of Appeals for the D.C. Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kennedy v. Alexander, 21 App. D.C. 424, 1903 U.S. App. LEXIS 5494 (D.C. Cir. 1903).

Opinion

Mr. Chief Justice Alvey

delivered the opinion of the Court:

The will is not by any means artistically drawn; it is greatly wanting in the use of clear and perspicuous terms to express the intention of the testator, and to define with precision the rights that were intended to be conferred upon the beneficiaries of his bounty, in the disposition of a considerable estate. We think, however, with respect to the questions now presented, there is no great difficulty in discovering the testamentary scheme of the testator, as manifested in the several clauses of his will.

There were no answers filed by the defendants to the bill; the facts being undisputed, the question was raised and decided upon a demurrer to the bill. The construction of the will as contended for and alleged in the hill was sustained by the court below, and a decree was passed accordingly. There are two questions presented and necessary to be determined, in order to ascertain what right and estate Mrs. Alexander, the complainant, took under her father’s will,— she having married about a year after the death of her father, the testator, and during the lifetime of the widow, the mother of the complainant.

The first of these questions is, what estate did the daughter, Sarah J. (now Mrs. Alexander), take under the first clause of the will, upon the death of her mother, if any ? and the second question is, whether the terms "so long as she remains unmarried" constitute a condition in restraint of marriage, and therefore void, leaving the estate devised and bequeathed to the daughter unaffected by such condition?

1. The devise and beqpest of the real and personal estate to the widow are, by express terms, to her for life, and this [432]*432limitation is not enlarged by the snperadded power to sell and convey certain lots or parcels of the property in fee simple, at her discretion, for her support and maintenance. But in regard to the next clause, that making a devise and bequest to the daughter, Sarah J., of all the property undisposed of by the widow at the time of her death, there is no express limitation of an estate, but it is declared that the daughter, Sarah J. (so long as she remained unmarried), should occupy and fill the relation, as to the real and personal estate of the testator, held under the will by his wife aforesaid, with all the rights, powers, and privileges, implied or granted to his said wife thereby. This language, though unusual to be employed in a will to limit an estate, where exact and precise terms should be used, would seem to admit of but one interpretation, and that is, that the daughter, Sarah J., should be substituted to the place of the widow, and was invested with a life estate in the property, with all the rights, powers, and privileges implied or granted to the widow. But this estate, thus vested in the daughter, with the powers and privileges annexed, is intended to terminate and be defeated upon the marriage of the tenant for life. She acquires the estate and will hold it for life, unless she, at any time during her life, may determine to get married, upon which event the estate is inténded to become divested and extinct, without any limitation over whatever. In such an event what becomes of the estate before the death of the widow, the son, and the daughter, the event upon which the' remainder takes effect in the grandchildren, if there be such then living ? Whatever may be the effect of this condition as to marriage upon the estate given the daughter, we think there can be no question but that she takes a life estate in the property devised and bequeathed to her, which became vested from the death of the testator, and came into enjoyment from the death of her mother, the widow of the testator.

2. But the question next presented is, whether this life estate in the daughter, Sarah J., with the powers and privileges annexed, is defeated or forfeited by her marriage after the death of her father, and before she was let into the pos[433]*433session and enjoyment of the estate, though there be no gift over? or is the condition of the marriage of the daughter simply in terrorem, and therefore void and without effect to defeat the estate for life?

What constitutes a condition as distinguished from a limitation of an estate, and the effect of the condition if it be one contrary to the established principles or policy of the law, is often a question of some nice discrimination, and hence there is some apparent diversity of opinion upon the subject. The courts have not always been of one opinion as to the precise line of distinction between a condition and a limitation in the devise of an estate.

In the old but authoritative work, known as Sheppard’s Touchstone, edition by Hilliard, chapter on Conditions, pp. 132, 133, the doctrine deduced from the old authorities is thus stated:—

“ If the matter of the condition tends to provoke or further the doing of some unlawful act, or to restrain or forbid •a man the doing his duty; the condition for the most part is void * * * and hence also it is that such conditions as are against the liberty of law, as that a man shall not marry, or the like, are void, and hence also such as are against the public good. * * And in all these cases if the conditions be subsequent to the estate the condition only is void, and the estate good and absolute; if the condition be precedent, the condition and the estate both are void, for an estate can neither commence nor increase upon an -unlawful condition.”

The mere use of certain terms that are ordinarily used’; -to express conditions or limitations are not always a sure test of the true nature of the estate devised, but may be taken,, in the light of the context with which they are used, as ex-; pressing sometimes a condition and sometimes a limitation.1

As laid down by Washburn in his work on Real Property, vol. 2, p. 459, the only general rule, perhaps, in determining whether words are words of condition or of limitation, is 1hat when they circumscribe the continuance of the estate, and mark the period which is to determine it, they are [434]*434words of limitation; bnt when they render the estate liable to be defeated, in case the event expressed should arise before the determination of the estate they are words of condition.. And this accords with the view of the Supreme Court of the United States, as expressed in the case of Finlay v. King, 3 Pet. 346. It was there said that “ there are no technical appropriate words which always determine whether a devise be on a condition precedent or subsequent. The-same words have been determined differently; and the question is always a question of intention. If the language of the particular clause, or of the whole will, shows that the-act on which the estate depends, must be performed before-the estate can vest, the condition is of course precedent, and unless it be performed, the devisee can take nothing. If,, on the contrary, the act does not necessarily precede the vesting of the estate, but may accompany or follow it, if this is to be collected from the whole will, the condition is subsequent.”

We think, upon the authorities, that it is clear the devise-to the daughter is upon a condition subsequent; and the question is reduced to this, whether the condition, “ so long as she remains unmarried,” operates in restraint of marriage- and is therefore void,— leaving the devise and bequest to-the daughter for life unaffected by the condition.

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Fairclaw v. Forrest
130 F.2d 829 (D.C. Circuit, 1942)

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Bluebook (online)
21 App. D.C. 424, 1903 U.S. App. LEXIS 5494, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kennedy-v-alexander-cadc-1903.