McDonald v. Dunbar

2 Monag. 483, 1888 Pa. LEXIS 777
CourtSupreme Court of Pennsylvania
DecidedFebruary 6, 1888
DocketNo. 226
StatusPublished

This text of 2 Monag. 483 (McDonald v. Dunbar) 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
McDonald v. Dunbar, 2 Monag. 483, 1888 Pa. LEXIS 777 (Pa. 1888).

Opinion

Williams, J.,

The question on which this case depends is what estate did Alexander McDonald take under the will of his father, John McDonald, Sr.? The will appears to have been drawn by the testator, and, although ina'rtificially worded, shows a well-settled plan of distribution in every part. In order to a proper determination of the question before us, it is necessary, therefore, to examine the will as a whole, with a view to discover the general scheme on which it proceeds.

The testator left to survive him a widow, six sons, and four daughters, for whom the will makes provision. To his widow, he gave a life-estate in one-half of his home plantation, with various bequests of money and other personal chattels. Subject to the life-estate in his wife, he devised the homestead plantation and several [491]*491adjoining tracts of land to his sons, James and Edward, for life, and, in case either of them died without “ heirs begot in lawful marriage bed, deceased’s land is to fall to the living brother and his heirs.” He then took up the devise to James, and stated its terms more fully. He declared that James was to have the power to appoint by his will the land so devised to him for life “ to any of his sons that he thinks most worthy and their heirs forever.” If James should fail to appoint, then the testator directs that the land be equally divided among his (James’s) “ sons for the use of them and their heirs forever.” If James should die without sons, but leaving daughters, then the testator’s direction is that the land “ be equally divided among his daughters, their heirs and assigns forever.” Having thus made provision for the disposition of the fee after the termination of James’s life-estate, he proceeds to take up the devise to Edward, and to express his purpose in regard to it, by adopting the limitations just expressed in the devise to James, by the following reference-clause: “ Item. Son Edward. I will and leave him his land on and in the same manner and way and under the same incumbrance that I have left my son James his land.” Next follows the devise to Alexander of lands called Nutfield and Smithfield, “in the same manner and way I have left my son James his land, and under the same incumbrance.” The devise to Andrew follows that to Alexander, and refers for its terms also to the devise to James. That to John is in the same form, except as to one house, which is given in fee. William, the remaining son, he passes over, devising the land intended for his support to his children in fee, with direction that it shall not be disposed of during the lifetime of their father.

Having thus disposed of the six sons, he turns to his daughters, and, beginning with Margaret, the eldest, he devised land to her for life, with remainder over to her children in fee. He then made devises to Martha, Elizabeth and Mary, successively, to hold “ in the same manner and way I have willed my daughter Margaret her portion of land.”

It will thus be seen that the testator, having written out at length the devise to James, made it the model upon which, by a reference-clause, the devise to each of his other sons was constructed; and in like manner having fully expressed his will as to the disposition of Margaret’s portion, he made use of it by a reference-clause to supply the terms of the devise to each of her sisters.

As to both sons and daughters, his purpose was to limit them to the enjoyment of the income and occupation of the lands devised, and to preserve for and secure to his grandchildren the fee. In the case of the sons, the remainder, on failure to appoint, was to their sons; on failure of sons, to their daughters; and, on failure of both sons and daughters, then over. In the case of the daughters, the remainder was to their children generally. If one of the daughters should die leaving no children, her share was to be divided among not her surviving sisters, but the children of such sisters.

[492]*492So far we encounter very little difficulty in ascertaining the intentions of the testator; but, in the event of the death of one of the sons, to. whom the devise is made by a reference-clause in that to James, with neither sons nor daughters surviving, what direction does the fee in his land take ? This brings us to the question in this case, and requires an examination of the devise to James. That devise was to James for life, with the provision that, if he left heirs begot in lawful marriage bed,” he might appoint to one or more of his sons. If he failed to appoint, then the fee should go to his sons equally; on failure of sons, to his daughters equally; on failure of both sons and daughters, to Edward and his heirs in fee. Was the estate of James, under these terms, an estate for life or an estate tail? It is contended that the estate of the children of James is an estate by implication, and that James becomes for this reason a tenant in tail. This argument is built upon that clause which provides that if James shall die without “ heirs begot in lawful marriage bed," his share shall go to Edward and his heirs. There is here no express devise to his “ heirs begot in lawful marriage bed,” but the terms of the limitation to Edward imply one. It is therefore argued that his children take an estate by implication, and that James becomes a tenant in tail. There would be much force in this position if this- was the only clause in the will on which the title of the children of James could rest; but, in a subsequent clause of the same devise, the testator gives the remainder to the children of James by express words, and fixes the order in which they shall take. Their estate is not left to implication, but is expressly given in words which clearly show the purpose of the testator.

The argument based on the use of the words “ heirs begot in lawful marriage bed,” is equally inconclusive. Standing alone, these words would be equivalent to the word “ issue,” and would give some support to the theory that James became a tenant in tail of the lands; but, in the sentencés immediately following, the testator again expresses his intentions fully. He gives to James a power of appointment among his sons, and, on his failure to appoint, devises the land in fee to his sons, share and share alike; on failure of sons, then to his daughters in same manner; on failure of both, then over. Here we have a clearly expressed intention that the children of James should not take as heirs in tail take at comrnon law, and also that they should not take-from James, or as heirs of James, but as the devisees of the testator. These two purposes, sufficiently expressed, will control even such words as “heirs of the body,” and convert them into words of purchase. Powell v. The Board of Miss., 49 Pa. 46; Guthrie’s Appeal, 37 Pa. 9.

But in the case under consideration, we are not left to grope after the intention of the testator by the light of inference or presumption, for he has declared expressly what his intention is in relation to the destination of the fee in the lands given to James for life. It is to vest it not in the “ issue ” or in the “ heirs of the [493]*493body ” of James, but in his sons only, and in equal shares if he shall leave sons surviving him. The daughters are excluded unless there be a failure of sons, in which case they are to take in equal shares. If there be a failure of both sons and daughters, then to Edward.

The words “sons” and “daughters” are descriptive of the persons who are to take, and are clearly words of purchase, and not of limitation.

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Related

Guthrie's Appeal
37 Pa. 9 (Supreme Court of Pennsylvania, 1861)
Powell v. Board of Domestic Missions
49 Pa. 46 (Supreme Court of Pennsylvania, 1865)

Cite This Page — Counsel Stack

Bluebook (online)
2 Monag. 483, 1888 Pa. LEXIS 777, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcdonald-v-dunbar-pa-1888.