Kennon v. M'Roberts

1 Va. 126
Court of Appeals of Virginia·Decided April 15, 1792·Published·Cited by 1 cases

Opinion

The President

delivered the opinion of the Court.

The principal questions made in this cause were: 1st, what estate the sons Robert and Theodorick took in the lands devised to them; whether in fee simple or for life only? If the former, then the appellees have no title; if the latter, then,

2d. Whether the reversion in those lands passed under the residuary clause to the wife and daughter, or was undisposed of, and descended to the heir; and this latter supposition, if true, will be equally fatal to the title of the appellees.

For the appellant it is insisted that the fee passed to the sons.

1st. Because the testator’s debts are by the first clause in the will, charged upon the lands, and that this is sufficient to enlarge an estate, not given expressly for life, into a fee. That justice requiring, that all a man’s property should be subject to the payment of his debts, slight words in a will are sufficient to create a charge upon lands for this purpose, where the debts cannot otherwise be paid: cases cited, Cas. Temp. Talb. 110. Prec. Ch. 430.

If this were a case between creditors, and the devisees of the lands, I think that such a construction would be made.

But a charge which is by construction to give a fee in lands devised, seems to stand upon other ground. It must be a direct charge of a sum in gross, either upon the lands devised, or upon the person of the devisee, how’ever small the sum may be; for life being precarious, it might end before any part of the money were raised, so as to render that onerous, which [129] was intended to be beneficial to the devisee, 3 Burr. 1533—1618. Cowp. Rep. 352.

If the money charged be to be raised by rents and profits, or if the land be made liable only upon the event of the personal estate becoming deficient, a fee will not be created; because in neither case can the devisee be a loser by taking an estate for life. Cowp. Rep. 236.

The will now under consideration directs the testator’s debts to be paid by his executors, without prescribing the mode, and contains no words exempting the legal fund, and charging them upon the lands or upon the persons of the devisees—so that the residuary estate is alone burthened with them, and the lands in question can only be resorted to, as an auxiliary fund, to make up the deficiency—and as an application for that purpose could only be made by the creditors, there seems to result from considerations of this sort no necessity to create a fee in the devisees.

2d. It is insisted that a fee was intended to pass, because, in the preamble of the will, the testator declares an intention to dispose of his whole estate ; and when he devised lands to his sons generally, without limiting the duration of their tenure, he meant to give it absolutely; that if so, the Court, ra.ther than disappoint that intention, will carry the word estate, from the preamble, to each devise, so as to make the clause in question read thus : “ as to my estate in the land at Ochaneachy, I give it to my son Robert,” See.,

The counsel on the other side admit, that the testator’s intention is to be the rule of decision j but with this restriction, that is to be collected from the words of the will itself, and that it must consist with the law and settled rules of construction; that the rule, in common law conveyances, “ that where lands are conveyed without limiting any estate, they only pass for the life of the grantee,” extends equally to wills, unless the testator uses some words expressing his intention to pass a larger estate ; that none such are to be found in this will, unless it be the word estate, in the preamble, which cannot have that effect, accord[130] ing to a late determination in the case of Wright v. Wright, 3 Wils. 414.

To discover what is comprehended in the residue, we must view and discuss the preceding bequests, to ascertain what he has disposed of, and what remains undisposed of, for the word rest to act upon. But I would first premise, that we disclaim all legislative power to change the law, and only assume our proper province of declaring what the law is ;f we disclaim all authority to mould testators wills into any form which fancy, whim, or worse passions might suggest; we regard his own words, and compare them with his circumstances, and the relative situation of the devisees. So far we approve of Mr. Fearne’s general reasoning, though we may not accord with him in another assertion, namely, “ that legal rules of construction ought not to yield to the intention of ignorant testators F since it is on account of that ignorance that their w'ords are to be taken in the sense in which such men commonly use them, and not in that technical sense affixed to them by professional men. In Hodgson v. Ambrose, Dougl. 323, a distinction is made which seems to be a sensible one, to wit: If the testator use legal phrases, his intention should be construed by legal rules; if he use those that are common, his intention, according to the common understanding of the words he uses, shall be the rule.

The apparent cl ishing of the cases relied upon in this discussion, induced the Court to trace the subject to its foundation, to see if they could discover a principle so certain and uniform, as to direct a satisfactory decision either way.

When, upon the adoption of the feudal system in England, an arrangement was made of the various tenures by which lands were to be holden, the mode and form of creating each of them was pointed out, and the power of each particular tenant over his estate settled; it was natural to suppose that their technical forms would not always be attended to, and, therefore, it became necessary to provide a rule for cases where the duration of the estate was not described*

[131] Common sense would have dictated that an absolute estate should pass by a conveyance unlimited as to duration, and containing no provision for its return to the grantor, at a future period, or on a contingency. But reason was made to yield to the spirit of a svstern unfriendly to alienations or divisions of lands; and, therefore, the rule that such conveyances passed only an estate for life, was established. The same spirit established the rights of primogeniture, and, (aided by the statute de aonis.) permitted estates tail, and all lesser estates to be carved out of the fee simple ; the residue ultimately continuing in the grantor, capable of being disposed of when the particular estates should be ended. This disposition gave what was called a remainder in fee ; but it often happened, that the fee was not disposed of; and, generally, in such cases as this now before the Court, when that fee rested in the donor as part of the old estate, it acquired the character of a reversion, and descended to the heir at law.

This spirit of the feud is mentioned as explanatory of those rules of construction, which, in favour to the heir at law-, narrow, as much as possible, the operation of all conveyances, calculated to disinherit him.

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Kennon v. M'Roberts, 1 Va. 126 (Va. Ct. App. 1792).

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