McClelland v. Rose

208 F. 503, 125 C.C.A. 505, 1913 U.S. App. LEXIS 1713
CourtCourt of Appeals for the Fifth Circuit
DecidedOctober 13, 1913
DocketNo. 2,461
StatusPublished
Cited by7 cases

This text of 208 F. 503 (McClelland v. Rose) is published on Counsel Stack Legal Research, covering Court of Appeals for the Fifth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McClelland v. Rose, 208 F. 503, 125 C.C.A. 505, 1913 U.S. App. LEXIS 1713 (5th Cir. 1913).

Opinion

SHELBY, Circuit Judge

(after stating the facts as above). There is apparently much conflict in the authorities construing wills. This comes from the fact that forms of expressions in wills are often nearly alike, yet varying in minute shades of meaning. But, of all legal instruments, wills are the least to be governed in their construction by the settled use of technical legal terms. Referring to these conflicts and uncertainties, it was said by Mr. Justice Miller that:

“It may well be doubted if any other source of enlightenment in the construction of a .will is of much assistance, than the application of natural reason to the language of the instrument under the light which may be thrown upon the intent of tlie testator by the extrinsic circumstances surrounding- its execution, and connecting Hie parties and the property devised with the testator and with the instrument itself.” Clarke v. Boorman’s Executors: 18 Wall. 493, 502, 503 (21 L. Ed. 901).

The ultimate practical question involved in this controversy is as to the ownership and the right to the possession of the testator’s estate. The plaintiff claims it as devisee under the will, and, in the alternative, as sole heir at law. The plaintiff is the testator’s only child, and, if [510]*510the will be not considered, he would he the owner as sole heir. If the will fails to dispose of any interest in the property, that interest would pass to the plaintiff as the testator’s sole heir. The defendants — the testator’s collateral kin — claim the estate under the will and codicil. They claim that, properly construed, the will and codicil gives the estate to them, depriving the plaintiff of any right to it.

f 1 ] There is a dispute as to what interest was devised by the will as originally executed, and also a controversy as to the effect of the codicil on the will as first written. Both the will and the codicil must, of course, be construed as one instrument; but the true meaning can be best ascertained by an examination, first, of the will as originally executed, and, then, by an examination of the codicil to see what changes it effects.

[2] Disregarding the codicil for the present, items 4 and 8 are the parts of the will that would be controlling. They are as follows:

“Item 4. I give and bequeath to my beloved son, Peter McClelland, Junior, should he survive me, all the residue of my estate, real, personal and mixed, to be received, however, and enjoyed by him only in futuro, upon the terms, conditions, incumbrances, trusts and stipulations herein provided for, which said estate shall be held by my executors, controlled and managed as herein provided, in trust for my said son, Peter, for twenty-five years from and after my death, before the same shall be turned over to my said son, except such provisions and legacies as are herein made for the support and maintenance of my said son during the said period of twenty-five years, should he live so long.”
“Item 8. Upon my death, and after the probate of this will, as aforesaid, my said executors accepting and qualified to act, as aforesaid, are hereby authorized and empowered to take possession of my entire estate, whether in money, real estate, personal or mixed, and the same to keep and hold in their possession and care, upon the trusts, terms, and conditions herein provided for, for the full period of twenty-five years after my death, should my son, Peter, live so long; and at the expiration of twenty-five years my said executors shall turn over to my said son, Peter, if living, the entire residue of my estate, whether money, real, personal, or mixed, with the increase and accretions to the same as provided for herein, after paying the charges of every kind and legacies herein provided for out of the same; but should my son, Peter, die before the expiration of said period of twenty-five years after my death, or before I do, then it is my desire that said trusts shall end, and that my heirs at law shall take my estate clear of the trusts, charges, and incum-brances herein created, according to the laws of the state of Texas, and that my executors turn the same over to them, charged, however, with the bequests to my wife, if living.”

Item 4 is a clear gift and bequest of the estate to the plaintiff, with a provision that it is to be held and controlled by the testator’s executors in trust for his son for 25 years after the testator’s death before it shall be turned over to the plaintiff. Item 8 contains art express provision that, at the expiration of the 25 years after the testator’s death, if his son is then living, the executor “shall turn over to my said son, Peter,” the entire estate. The 25 years since the testator’s death having expired, if there had ^een no codicil, the executors or trustees would be required to now surrender the entire estate to the plaintiff. The last lines of item 8 contain a devise over, should Peter, Jr., die before the expiration of 25 years after the testator’s death, and it is upon this language that the defendants base their claim. But [511]*511Peter did not die within the 25 years — he lived beyond the stipulated period, and is still living. There is no bequest over whatever unless the testator’s son, the plaintiff, die before the expiration of the period of 25 years; and it is difficult to see how it is possible for the defendants to derive any interest or title from a devise based on a contingency which did not, and now cannot, occur. Peter, Jr., not dying within the 25 years, the devise over is wholly inoperative. Item 5 provides for monthly installments for Peter, Jr., “until he shall have come into possession of my estate as herein provided”; the intention being to afford him a support till the expiration of the 25 years.

It is contended by the plaintiff that the language employed in items 4 and 8 vests in him, subject to the trust created by the will, an equitable estate in fee defeasible by an executory devise over. Revised Statutes of Texas 1879, § 551; Britton v. Thornton, 112 U. S. 526, 532, 5 Sup. Ct. 291, 28 L. Ed. 816; Seay v. Cockrell, 102 Tex. 280, 115 S. W. 1160; Laval v. Staffel, 64 Tex. 370; Chase v. Gregg, 88 Tex. 552, 32 S. W. 520. This contention is not material as to issues necessary to be decided now, as the testator died leaving the plaintiff sole heir, and the contingency upon which the devise over depended not having occurred, and there being no other devise of the estate, if it did not pass in fee to the plaintiff by the will, subject to the trust, it so passed to him by inheritance on the testator’s death. Pie is entitled to the protection of his rights by the courts, whether he obtains them the one way or the other.

This brings us to the consideration of the codicil. There is nothing in the codicil which revokes, or is in conflict with, the devise made by item 4. The codicil contains no words that can be construed as a bequest or devise to the defendants. The following is the only part of it which effects any change in the will which is relevant to the question here involved:

“I further desire to continue the trusts created herein in my executors for and during the natural life of my son, Peter; but, if ill their judgment he is provident and careful, they may make such advances out of the estate as they may think right and proper, over and above the provisions made herein for him and in said will.”

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Related

Williams v. Thompson
375 S.W.2d 489 (Court of Appeals of Texas, 1964)
Murray v. Commissioner
38 B.T.A. 26 (Board of Tax Appeals, 1938)
Hoffman v. McClelland
264 U.S. 552 (Supreme Court, 1924)
Hoffman v. Rose
217 S.W. 424 (Court of Appeals of Texas, 1919)
McClelland v. Rose
222 F. 67 (Fifth Circuit, 1915)
Lindsey v. Rose
175 S.W. 829 (Court of Appeals of Texas, 1915)

Cite This Page — Counsel Stack

Bluebook (online)
208 F. 503, 125 C.C.A. 505, 1913 U.S. App. LEXIS 1713, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcclelland-v-rose-ca5-1913.