Lessee of Hauer v. Shitz

3 Yeates 205
CourtSupreme Court of Pennsylvania
DecidedSeptember 15, 1801
StatusPublished
Cited by7 cases

This text of 3 Yeates 205 (Lessee of Hauer v. Shitz) is published on Counsel Stack Legal Research, covering Supreme Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lessee of Hauer v. Shitz, 3 Yeates 205 (Pa. 1801).

Opinion

Shippen, C. J.,

after stating fully the will and codicil, and the facts in the special verdict, observed as follows:

The question upon the special verdict is whether Francis had at the time of his death, a vested estate in fee simple, so as that Elizabeth, the lessor of the plaintiff, his sister of the whole blood, on his dying intestate, shall inherit the land as his heir at law; or whether it shall go over to Peter, his brother of the half blood, by virtue of the ' clause in the will of old Peter, devising it to him, in case of Francis’s death under the age of 21, or without lawful issue, as an executory devise.

The solution of this question will depend partly on the general intention of the testator, manifested by the words of the will and codicil, taken all together; and partly, on the rules of law, as to the question whether the intention is such as that it can be legally carried into effect.

As to the question of intention, if judged of from the words alone, as used by a common man unacquainted with technical rules, there cannot arise much doubt but that he meant what the words plainly import ; that if Francis should die within the age of 21 years, or if he should die at any time without lawful children, in either case Peter should take the estate in fee. To this, however, it is objected, that another intention appears; that if Francis should have children, he certainly meant they should succeed to the estate, and that for this purpose it is necessary that the word or should be construed and; otherwise, that if Francis should die under the age of 21, and should have married and left children, those children would lose their inheritance. To this it is answered, that the judges have never taken *the liberty of substituting a conjunctive for a disjunctive, *220] unless to conform to the general apparent intention of the testator; and that Francis, in the present case, being at the time of making the will above 20 years of age, the testator could not have contemplated his marrying, having children and dying before the age of 21, all within the space of one year; and that therefore he must have meant, that either case happening, his son Peter should have the estate.

There appears by the codicil to be some variation of his intention. This codicil was made only two days after the will. In this he forbids his son Francis to sell the land till he arrives to the age of 30, when he might do with it what he pleased. It is contended by the counsel for the defendant, that the plain and obvious sense of this clause is, that the testator meant to substitute the age of 30 for the age of 21 mentioned in the will, and that it amounts to the same thing as if he had said — if my son Francis should die before 30 without issue, I .then give the [220]*220land over to Peter; but if he should attain the age of 30, whether he has children or not, he shall have an absolute vested estate in fee simple, and may do with the land what he pleases. On any other construction, it indeed does seem difficult to account for his meaning, in postponing his power to sell till the age of 30. If by the will there was a vested fee simple when he arrived at the age of 21, the prohibition to sell till 30 would have been absolutely nugatory.

The question of law arising upon the intention of the testator, it is material to consider. If the words, dying without lawful issue, should be construed to be after a general failure of issue, the devise over cannot take effect; as a fee cannot be limited upon a fee, and the contingency would be too remote and tend to a perpetuity. But if it can be collected with reasonable certainty from the words of the will and codicil, that he meant a contingency, which must happen within the compass of a life or lives in esse, then the devise over will- be good as an execu-tory devise.

The restriction which the law imposes upon executory devises, is founded on the wise principle of preventing real estates from becoming unalienable for generations to come, whereby that property would become useless for the general purposes of a commercial society: but if this tendency to a perpetuity is avoided by the words or plain intention of the devise, the law indulges a testator in the power of bestowing his estate to a second devisee, upon a contingency which must happen, if at all, within a certain specified time, allowed by law. Thus a devise to A and his heirs, and if he die without heirs, to B and his heirs, is not permitted, on account of the remoteness *of this contingency; but if the clause had been to A and [*221 his heirs, and if he die within age, or if he die living B, then to B and his heirs, these are good executory devises, because the contingencies are confined to the period of a life in being. The leading case upon this point is that of Pells v. Brown, in Cro. Jac. 590. Many subsequent cases have been determined to be good executory devises on the principles of the case of Pells v. Brown, where the express words of living W. are not used, as in that case, but where it appears from a fair inference, drawn from any other words in the will, that the testator intended the devise over should take effect within the compass of a life or lives in esse. A strong case of this sort is that of Porter v. Bradley, cited at the bar from 3 Term Rep. 143, where the devise was to his son in fee, but in case he should happen to die, leaving no issue behind him, then over; and this devise over was adjudged to be a good executory devise, the words, leaving no issue behind him, being equivalent to the words, living William, in Pells v. Brown, and meaning leaving issue at the time of his death. This case of Porter v. Bradley, is commented upon in 2 Fearne 208, where it is suggested, that the determination must have gone on the words, behind him, for that if it had stood [221]*221upon the words, leaving no issue, alone, it could not, consistently with former decisions, have been a good executory devise, as in the case of a real estate those words had been adjudged not to mean leaving no issue at the time of his death, but a general failure of issue. The distinction between a chattel interest and a freehold estate, is made in the case of Forth v. Chapman, 1 Wms. 667, where Lord Macclesfield says, the words, leaving no issue, should have a different construction, as to a leasehold estate, from what it should have as to a freehold; that in the former case, the words should be taken in their natural and vulgar sense, and to mean leaving issue at his death; but as to a freehold estate, they should be taken in their legal or technical sense, namely, after a general failure of issue. Lord Hardwicke was of counsel in the case, and says in 3 Atky. 313, that Lord Macclesfield lay a good deal of weight upon the particular penning of that will, and said it would be a forced construction to have extended the words, leaving no issue, to a dying without issue generally. In the case of Porter v. Bradley, Lord Kenyon seems to have been struck with the impropriety of construing the same words in the same will differently, when applied to real and personal property; and says, a great deal of argument would be necessary to convince him, that in the case of realty, those words should be taken to mean an indefinite failure of issue: and although the same judge, in a subsequent case of *Daintry v. Daintry, in 6 Term Rep. 314, seems *222] to recognize the case of Forth v. Chapman, yet it does not detract from the sound sense contained in his observations in the former case.

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3 Yeates 205, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lessee-of-hauer-v-shitz-pa-1801.