McCrea v. McCrea

5 Ohio App. 351, 29 Ohio C.C. Dec. 623, 22 Ohio C.C. (n.s.) 433, 22 Ohio C.A. 433, 1915 Ohio App. LEXIS 157
CourtOhio Court of Appeals
DecidedJune 8, 1915
StatusPublished
Cited by3 cases

This text of 5 Ohio App. 351 (McCrea v. McCrea) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McCrea v. McCrea, 5 Ohio App. 351, 29 Ohio C.C. Dec. 623, 22 Ohio C.C. (n.s.) 433, 22 Ohio C.A. 433, 1915 Ohio App. LEXIS 157 (Ohio Ct. App. 1915).

Opinion

Allread, J.

This action involves a construction of the following clause of the will of Wallace McCrea:

“All the rest and residue of said real estate now owned by me, the same being about 148 acres, I bequeath to my son, George McCrea, during his natural lifetime only, and at his death to the heirs of his body in fee simple. The above bequest of a life estate to my son, George McCrea, in the 148 acres of land is subject to the further provision that he is to pay to my granddaughter, Belle Pratt, the sum of $650.00 in one and two years after my death.”

George McCrea, to whom the life estate was devised, survived the testator. George had two children, John and Mary, both of whom were living when the will was executed and both of whom survived the testator.

Mary died in the lifetime of her father, unmarried and without issue, but leaving a will devising her estate to her mother, Hester A. McCrea.

John survived the father and claims the whole estate as “heir.”

Hester claims one-half of the estate under the de'vise from Mary, upon the theory that Mary had a vested interest.

The case presents a very interesting question and has been fully and ably presented by counsel both orally and in written briefs.

We have -quoted the devise at large because of the provision charging George with a certain pay[353]*353ment to Belle Pratt, the representative of a deceased daughter of the testator. This charge was, however, only against George, and while it might tend to enlarge his estate in case the provisions were doubtful, we do not see how it could affect the remainder.

We think, therefore, the final construction of the will rests upon the following words:

“I bequeath to my son, George McCrea, during his natural lifetime only, and at his death to the heirs of his body in fee simple.”

Counsel for Hester A. McCrea, plaintiff in error, contends that the words “heirs of his body in fee simple” create a vested remainder in fee in the children of George.

The effect to be given the words “in fee simple” is the turning point, for without such added words the term “heirs of his body” would be easy of definition. Upon examination of authorities we find that the proposition is generally accepted that in a devise to “heirs” or “heirs of the body,” where there are superadded words creating a fresh limitation, the “heirs” take not by way of limitation, but by way of purchase. The superadded words in such case indicate an intention not to use “heirs of the body” as words of limitation, but, in the language of Swayne, J., in Daniel v. Whartenby, 17 Wall., 639, 647, to make the issue “the springhead of a new and independent stream of descents.”

In our own state the superadded words, to have such effect, must be wholly inconsistent with the preceding limitation “heirs of the body.” The use of the words “heirs and assigns” is not sufficient. [354]*354See Harkness v. Corning, 24 Ohio St., 416, 425, and authorities cited.

Still, we believe that the words “in fee simple” are broader than the general words “heirs and assigns” and are inconsistent with the preceding limitation “to the heirs of his body,” and have the effect of enlarging the grant to one of fee simple in the “heirs of the body” of George McCrea, who therefore, take by purchase. Timanus et al. v. Dugan et al., 46 Md., 402; Boykin v. Ancrum, 28 S. C., 486; Stephenson v. Hagan, 15 B. Mon. (Ky.), 282; Read v. Fogg, 60 Me., 479; 4 Kent Com., 221 ; DeVaughn v. Hutchinson, 165 U. S., 566; Tanner v. Livingston, 12 Wend. (N. Y.), 83; Heard v. Horton, 1 Den. (N. Y.), 165.

We conclude, therefore, that the words “heirs of his body,” as employed in the creation of the re-r mainder, are used as words of purchase and are mere designatio personarum.

It does not, however, follow as a necessary result that “heirs of the body” means the children living at the testator’s death. This becomes a question of construction. We must, therefore, look to the provisions of the will to determine whether the testator meant “children” in its broad sense or whether he meant “heirs” in a legal sense.

Counsel for plaintiff in error rely upon the case of Linton v. Laycock et al., 33 Ohio St., 128, but it will be observed that in that case the court had before it a devise to “children” and not a devise to “heirs of the body.” There is a vital difference between the word “children” and the words “heirs of the body.” When a testator refers to “children” he is presumed to contemplate those who stand in [355]*355that relation at the time when the will takes effect. The term children includes the offspring of living as well as deceased parents. The word “heirs” in a legal sense, and prima facie in popular acceptation, means the legal representatives of a deceased ancestor. The term “heirs” is a technical word and carries its legal acceptation unless a different intention appears from other parts of the will.

When, therefore, the testator in the case at bar used the words “heirs of his body” he is presumed to have intended those who would stand in that relationship at the death of his son, George McCrea, for the maxim ctnemo est haeres viventis” would control.

In the cases of Bunnell v. Evans et al., 26 Ohio St., 409; King et al. v. Beck, Admr., 15 Ohio, 559, and Poor et al. v. Hart, 11 N. P., N. S., 49 (affirmed Hart v. Poor et al., 84 Ohio St., 489), the word “heirs” was held to mean “children” because of other references in the wills indicating such intention. It was, however, remarked by Read, J., in the case of King et al. v. Beck, Admr., in respect to the meaning of the word “heir,” that “A mere presumed intention will not control its legal signification and operation.”

Reference is also made by counsel for plaintiff in error to the case of Kuster v. Yeoman, 32 C. C., 476, in which the remainder was devised to the lawful heirs of a person living and in which the word “heirs” was held synonymous with children. In that case, however, it was apparent from the will that the estate might have vested in these so-called heirs prior to the death of their father, so that the testator must evidently have intended to use the [356]*356word “heirs” in the place of “children.” Here the estate in remainder was intended to become operative after the death of George and when his heirs were ascertainable. The language employed is entirely reconcilable with the view that the testator meant to use the word “heirs” as applying to those who would stand in that relation at the death of George.

While it may be that the word “heirs” is sometimes used by laymen as synonymous with “children,” yet such use of the word is not so general as to affect its prima facie meaning. Besides it appears that this will was drawn by a lawyer, or at least by some one familiar with legal phrases, and this adds to the force of the presumed intention of the testator that the word “heirs” .was used in a technical or legal sense.

In the case of Read v. Fogg, Supra, Appleton, C. J., makes the following observation, which is quite pertinent here:

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Pollock v. Brayton
162 N.E. 608 (Ohio Court of Appeals, 1924)
Persinger v. Britton
10 Ohio App. 164 (Ohio Court of Appeals, 1918)

Cite This Page — Counsel Stack

Bluebook (online)
5 Ohio App. 351, 29 Ohio C.C. Dec. 623, 22 Ohio C.C. (n.s.) 433, 22 Ohio C.A. 433, 1915 Ohio App. LEXIS 157, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccrea-v-mccrea-ohioctapp-1915.