Moore v. Brooks

12 Va. 135
CourtSupreme Court of Virginia
DecidedJanuary 15, 1855
StatusPublished

This text of 12 Va. 135 (Moore v. Brooks) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Moore v. Brooks, 12 Va. 135 (Va. 1855).

Opinion

AI/EEN, P.

This case brings again before -the court the question, so often discussed here and in England, as to the' operation of the rule in Shelley’s Case, that where an estate of freehold is limited to a person, .and the same instrument contains a limitation, mediate or immediate, to the heirs of his body, or to his heirs, the ancestor takes the whole estate comprised in the terms, ether as a fee tail or a fee simple. In this case there is no limitation over on the failure of issue; and the only question arising on the will is, whether the testator, in reference to the devise or bequest to his daughters Mary Murphy and Caroline Brooks, used the words “heirs lawfully begotten” in their legal, primary and proper sense,, or whether he used them as descriptive Of some other class of objects. In the view I take of this case, the interpretation of the will *is not affected by the character of the property. If, as applied to real estate, the clause would have created an estate tail in the daughters, in such case the full and entire interest in personalty would pass to the legatee; as an estate tail in personal property gives the absolute dominion.

When a testator uses a term having a well known legal meán-ing, he is to be understood as having used it in that sense, unless the context shows that he used it in a different sense. Unless that is apparent, the rule is inflexible; and though the testator may have supposed that the first taker would take an estate for life only, and perhaps so intended as then advised, yet it does not follow if he had been aware of all the consequences of a change in the term used, that he would have made it. The will bequeaths the property to his daughters, to be held by them during their natural lives and no longer, and then to be equally divided between their heirs lawfully begotten. If the words “during their natural lives and no longer,” and “then equally divided between their heirs,” are to be construed as modifying the words “heirs lawfully begotten,” and as describing another class, and to imply children, who were to take as purchasers, then if the daughters had died leaving grand children, they would have been excluded. But giving the term heirs its legal and proper sense, all the descendants of the daughters would be embraced. So that it is at least conjectural, if we are to look to intention alone, in what sense the testator meant to use the term. It therefore would seem that the better plan is to give such words their plain, legal effect, and to reject mere loose expressions, from which to infer an intention that they were used as descriptive of a different class of objects.

The words here relied on as modifying the words “heirs lawfully begotten,” do not indicate such intention *so clearly as to justify the conclusion contended for. ‘‘During their natural lives and no longer,” is no more than to show what appears in all these cases, that he meant to confer an estate for life; and it is to this class of cases that the rule in Shelley’s Case applies: and the words “equally divided between their heirs,” are* as it seems to me, entitled to but little weight in fixing upon the word “heirs” the meaning contended for. In England they were entitled to more consideration, as indicating an intent that the estate should not pass according- to the law of descents. With us, where estates tail are converted into estates in fee simple, and the doctrine of primogeniture is abolished, and the general sentiment is in favor of an equal division amongst those standing in the same relation, the inference would be that the testator, by the use of these words, intended that they should take as heirs rather than in any other character. But upon this question th'e authorities are numerous both in England and in Virginia; and they have been conflicting and inconsistent. It is conceded [535]*535in the argument, and the cases show, that such expressions as “share and share alike,” or “as tenants in common,” &c., have controlled the word “heirs.” The whole question was elaborately discussed and carefully considered in the case of Jesson v. Wright, 2 Bligh’s P. R. 1, upon appeal to the house of lords.

The devise was to W for life, and after his decease, to the heirs of his body, in such shares and proportions as W by deed, &c., should appoint; and for want of such appointment, to the heirs of the body of W, “share and share alike as tenants in common.” And if but one “child,” the whole to such only child; and for want of such issue, to the devisor. The court held that an estate tail vested in W by this devise, reversing the decision in King’s bench, and overruling all that class of cases which had given to such words the '^effect of modifying and controlling the meaning of the technical word “heirs.” Bord Redesdale said, “That the general intent should overrule the particular, is not the most accurate expression of the principle of decision. The rule is that technical words shall have their legal effect, unless from subsequent inconsistent words it is very clear that the testator meant otherwise.” — “It has been argued that heirs of the body cannot take as tenants in common ; but it does not follow that the testator did not intend that the heirs of the body should take, because thejr cannot take in the mode prescribed. This only follows, that having given to heirs of the body, he could not modify that gift in the two different ways he desired, and the words of modification are to be rejected.”

Several cases have occurred since the case of Jesson v. Wright; and though in some instances the principle of that case may not have been followed out, yet the weight of authority is in favor of the rule there enounced. The cases on this subject are reviewed in 2 Jarm. on Wills 271, ch. 37; and he concludes that the doctrine of Jesson v. Wright has prevailed, and stands on the soundest principles of construction. Hayes on Estates Tail 100, 7 Law Libr. 54, sustains the same proposition. See also to the same effect Powell on Devises 464, ch. 23, 22 Law Libr. 245.

The words in the will under consideration are not so strong as in the case referred to. There the heirs of the body could not take as tenants in common, and the court was compelled to reject the words of modification. In this case the words of modification are not inconsistent with the operative words of the bequest or devise, because the property passing by descent to the heirs, would be equally divided if they all stood in the same degree of relationship.

It is contended, however, that this is no longer an open question in Virginia; and that the precise question *has been adjudged in at least one case, and the principle affirmed in others. Bradley v. Mosby, 3 Call 44, is arelied on as having in effect settled the principle that the word “heirs” should, in a will like this, be treated as descriptive of another class, the children of the first taker. In that case there was a limitation by deed of slaves to the donor’s daughter for life, and after her death to the heirs of her body, to the only proper use and behoof of such heirs, “their executors, administrators and assigns.” The court, consisting of Judges Pendleton, Byons and Roane, was divided; each judge giving a different construction to the will. Pendleton founded his opinion upon the supposed distinction between words which create an express estate tail, and such as create an estate tail in lands by implication and construction, to favor the intention to provide for- the issue ; and maintained that the latter ought not to be applied to personals to defeat the intention.

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Bluebook (online)
12 Va. 135, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moore-v-brooks-va-1855.