Martin v. Smith

5 Binn. 16, 1812 Pa. LEXIS 27
CourtSupreme Court of Pennsylvania
DecidedMay 25, 1812
StatusPublished
Cited by6 cases

This text of 5 Binn. 16 (Martin v. Smith) 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
Martin v. Smith, 5 Binn. 16, 1812 Pa. LEXIS 27 (Pa. 1812).

Opinion

Tilghman C. J.

The first question in this case arises on. the will of William Robertson. The testator in the first place gives legacies of different amount to his ten children, after which he expresses himself as follows. “ Item. I will that if “ any of my legatees die without natural heir, that my be- “ queathments return into my family to whom they please; “ and further I allow my personal estate either by vendue “ or otherwise, and then what ready money is made, and “ likewise what bonds or notes is taken and made, shall be “ equally divided amongst my legatees by equal proportions “ at the discretion of my executors; and further I allow that M my estate personal or real shall overmount these my be- “ queathments, that then the overplus shall fall to my four u sons whom I now name, William, David, and foseph Ro- bertson two thirds. Item. I will that one third of the over-“plus to my three daughters Margaret Carnahan, and Eliza« “ beth Smith, and Mary Crasher, her part of that third tt her childrenIt plainly appears from the whole will, that the testator was an ignorant and illiterate man. Whether the devise to his three daughters was in joint-tenancy or tenancy in common, is the point to be decided. When a man is providing for his children by his will, nothing can be more unnatural than an estate in joint-tenancy. It is with good reason therefore that courts of justice have long been disposed to lay hold of slight expressions, in order to make a tenancy in common. I confess that I feel this disposition in my own mind, but it shall never influence me so far as to shake the established rules of property. Where an estate is given to several persons jointly, without any expressions indicating an intention that it should be divided among them, it must be construed a joint-tenancy. But where it appears either by express words or from the nature of the case, that it was the testator's intent that the estate should be divided, it then becomes a tenancy in common. The counsel for the defendants in error have relied on that part of the will, in [19]*19which it is said that if any of the legatees die without natural heir, the bequeathment should return to the testator’s family, to whom they please, that is to say, the legatee dying without issue might devise it to any of the family he pleased. If this provision could be applied to the subsequent devises, it would certainly afford sufficient ground for saying that there could be no joint-tenancy, because there would be an evident intent to take away the right of survivorship; but I agree with the counsel for the plaintiffs in error, who apply these expressions to the prior devises. That is the plainest and most natural construction. The defendants in error say in the next place, that at all events the surplus of the personal estate, after paying debts and legacies, was to be equally divided; but there again I differ from them. The testator’s meaning, to be sure, is not very clearly expressed, but I ant satisfied he intended that the legacies he had given in the first part of his will, should be paid partly in cash, and partly in notes or bonds in equal proportions at the discretion of his executors; because he speaks of a sale of his personal property at vendue, and of bonds or notes being taken. This accords with the common custom of the country, which is to make sale of the property of deceased persons at auction, and receive payment part in cash, and part in bonds or notes on a short credit. It is clear that the testator did not intend to give the whole surplus of his personal estate to be equally divided among all his children, because immediately after the devise which is supposed to contain such a disposition, he declares his belief that there would be a surplus which would overmount his prior bequeathments, and proceeds to dispose of that surplus whether personal or real, not among all his children, but among part of them. There is a considerable inaccuracy in the devise to his sons. The expressions are, to my four sons whom I now name; and yet he goes on to name but three only. It is said to have been decided formerly by two judges of this court, that the three sons took as joint-tenants. That question not being now before us, I throw it altogether out of consideration, except so far as it may fairly be viewed as shedding light on the devise to the daughters. In that respect I do not think it of weight, as the devise to the daughters contains expressions, which cannot by any reasonable construction be controuled by the pre[20]*20ceding devise. The testator gives one third of the surplus to his three daughters, naming them; but declares that Mary Crosher's part shall go, not to her, but to her children; this explanation makes the devise not to his daughter Mary, but immediately to her children. Both the expressions, and the intent of the devise, are inconsistent with a joint estate. In joint-tenancy there are no parts. All have an undivided interests the whole. The moment you introduce the idea of separation, the fabric of joint-tenancy is dissolved. Any intimation by the testator of a division or a severalty of interests, is sufficient to make a tenancy in common. Now what must have been the intent in the present instance? It would be absurd to suppose that the testator knew any thing about the legal import of his words; but it is very clear, that he did not intend to give an equal right of survivorship, between his daughters Margaret and Elizabeth and the children of his daughter Mary. The children of Mary were to take among them one third of a third of the surplus; but Margaret and Elizabeth were to have each one third of a third. Consequently, if one of the children of Mary died, the interest of that one would go to his surviving brothers and sisters, to the exclusion of his aunts Margaret and Elizabeth. Thus the share belonging to the children of Mary must be considered as detached from the shares of their aunts, and this is to all intents and purposes a tenancy in common. But it has been urged, that whatever may be the case as to the children of Mary, there will be a joint-tenancy between Margaret and Elizabeth, because there is no intimation of several interests between them. To this argument I cannot accede. The joint-tenancy, if it exists at all, is created by the same devise which must be applied to all the devisees. There is no colour for contending that the testator meant to create a joint-tenancy between Margaret and Elizabeth only, and to give a separate interest to the children of Mary. On the contrary the fair conclusion is, that if there was a severalty as to one, there was a severalty as to the others. In other words, that this remaining third part of the surplus was to be divided into three parts, one of which was to go to Margaret, one to Elizabeth and one to the children of Mary. Whether those children took their portions in joint-tenancy, or in common as between themselves, I give no opinion. I am clear [21]*21that it was the testator’s intent to divide the surplus in the manner I have mentioned, and that his expressions will warrant us in construing the will accordingly.

There remains to be considered 'the objection to the declaration in this cause. The suit is founded on an act of assembly by which an action of account render is given to a residuary legatee.

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Bluebook (online)
5 Binn. 16, 1812 Pa. LEXIS 27, Counsel Stack Legal Research, https://law.counselstack.com/opinion/martin-v-smith-pa-1812.