Mitchell v. Mitchell

42 N.E. 465, 143 Ind. 113, 1895 Ind. LEXIS 94
CourtIndiana Supreme Court
DecidedDecember 17, 1895
DocketNo. 17,593
StatusPublished
Cited by21 cases

This text of 42 N.E. 465 (Mitchell v. Mitchell) is published on Counsel Stack Legal Research, covering Indiana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mitchell v. Mitchell, 42 N.E. 465, 143 Ind. 113, 1895 Ind. LEXIS 94 (Ind. 1895).

Opinion

Hackney, C. J.

The appellant, William C. Mitchell, • is a son of Samuel M. Mitchell, by his first wife. The appellee, Ann Mitchell, was the second wife, and is now the widow of said Samuel M. Mitchell, by whom she had six children, having had a son, William H. Eslinger, by a former marriage.

The appellant instituted this suit to enjoin the appellee from mating gifts and other disposition, to said Eslinger, of the property devised to her by the said Samuel, and to declare the existence, under the terms of said will, of a trust in such property in his favor.

The circuit court sustained appellee’s demurrer to the appellant’s complaint, and the correctness of that ruling depends upon the proper construction of said will.

The will first directed the payment of all of the testator’s debts. Immediately following this it read: “To [114]*114my beloved wife, Ann Mitchell, who, during all of the long period of our marriage life, has been a true wife and loving companion, and whose industry, economy and help have largely conduced to'the acquisition of the estate which I now own and enjoy, I will give to her the homestead,” describing it, “to have and hold the same in fee simple. ” Then follow two special bequests to her of personal property. Continuing, it is provided that ‘ ‘ In addition to the above I will and bequeath to my said wife, Ann Mitchell, one-third (-J-) of all of my real estate, other than that above mentioned, wheresoever situated, to have and hold in fee simple, and also one-third of my personal property and estate of every description and kind whatever, all of the above last mentioned bequest of land and personal to be subject, however, to the conditions herein imposed.

“The remaining two-thirds (f) of my estate, both real and personal of every kind and description whatever, and wheresoever situate, I will, bequeath, and direct that the same shall be divided and go as follows: To my son, William C. Mitchell, one-seventh (%); to my daughter, Catherine Dickson, one-seventh (4.); to my daughter, Mary E. Hyndman, one-seventh (4.) ; to my daughter, Indiana Yeitch, one-seventh (r); to my daughter, Ann Mitchell, one-seventh (^-); to my son, Giles S. Mitchell, one-seventh (4.), subject to advancements hereinafter mentioned, and to conditions herein imposed, each to have the same in fee simple, and as their own forever.” As to five of the above named six children, directions are next given as to existing and future advancements, and as to charging such against the devises and bequests to them. Next follows a devise of one-seventh of the two-thirds of the estate to Giles S. Mitchell, charged with certain beneficial interests in favor of Robert B. Mitchell, another son of the testator. [115]*115It is then provided that in the event of the testator surviving his wife, all of the property .so devised and bequeathed to her should go in equal proportions to his children. The will then proceeds to nominate executors, and continues: “I will, order, and direct, and impose the same as conditions upon all of the bequests herein made, except the homestead, and the specific property herein given to my wife, that the property and estate bequeathed in this will shall remain undivided, and under the control and management of my executors for a period of three years from the date of my death. ” At considerable length the executors are directed to continue the testator’s business of banking, farming, etc., to sell certain lands in Iowa, Missouri, and Illinois, making partial distributions, and finally dividing the proceeds of the business and sales of property in the proportions in which the property generally is devised. After the above provisions is the following: “It is my request and wish that in the event that my wife survives me, that she will, during her life, make such provisions by will or otherwise, so that at her death my son, William C. Mitchell, may share equally of the estate and property herein willed to her with my other children.”

Was it the intention of the testator, in employing the language last quoted, to limit any of the otherwise absolute devises and bequests to his wife, or to charge them with a trust in favor of the appellant ?

There is no dissent from the proposition that it is the intention of the testator, to he gathered from the whole will, which must be our guide in answering the most important inquiry in this case: Has the appellant any, enforceable interest in the property devised to the appellee? Nor is it doubted that it was within the power of the testator to place such a limitation upon the apparent devise in fee simple, as to charge it with a trust in favor [116]*116of another than the immediate devisee. Neither is it questioned that such a limitation might have been made in words not so full of harsh command, when addressed to his wife, as would seem neither rude nor inconsiderate if addressed to an executor or another not sustaining a relationship so near and sacred as that of wife. But we do not understand that language addressed to the wife, in form and substance advisory, will be construed as a command, simply because the relationship not only admits of, but would seem to suggest,' words of tenderness and civility, when such construction would radically qualify other and clearly expressed purposes of the testator, and set at naught any of the other well recognized canons of construction. In addition to the admitted rules of construction, above stated, there is one fully settled in this State, that a devise in fee, clearly and distinctly made, cannot be taken away, cut down, or modified by subsequent words not clearly and distinctly manifesting the testator’s intention to limit such devise. Orth v. Orth, 42 N. E. Rep. 277; Ross v. Ross, 135 Ind. 367; O’Boyle v. Thomas, 116 Ind. 243; Bailey v. Sanger, 108 Ind. 264.

With these several propositions in mind, we must scan the will to ascertain whether the testator intended to create a trust in favor of the appellant, in the property devised and bequeathed to the appellee.

By the language in which the devises and bequests are stated, disregarding for the moment any of the subsequent expressions claimed to constitute conditions and limitations, the appellee is given, in apt form, the highest title known to the law. By the words of the will, she is ‘£ to have and hold * * in fee simple. ” Excepting the two-thirds of the homestead and the two nominal bequests, the fee in one-third would have been her allotment without a will and by the rule of justice [117]*117underlying our statute of descents. By the testator’s declared recognition of her assistance in ‘£ the acquisition of the estate, ” and the loving companionship she gave him for so many years, we are inclined to the view that he did not desire to provide • less than she would have received without his will. If this were all of the will there would he no hesitancy by any one in concluding that clearly and unmistakably she had been given an estate free and unfettered by conditions or limitations and with a full title in fee simple. As we have seen, it is claimed that there are expressed conditions which cut down this exalted title and fasten upon it a trust estate in favor of the appellant, and which becomes effective to vest in him a fee simple interest at her death.

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Bluebook (online)
42 N.E. 465, 143 Ind. 113, 1895 Ind. LEXIS 94, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mitchell-v-mitchell-ind-1895.