Roberts v. Ogbourne

37 Ala. 174
CourtSupreme Court of Alabama
DecidedJanuary 15, 1861
StatusPublished
Cited by6 cases

This text of 37 Ala. 174 (Roberts v. Ogbourne) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Roberts v. Ogbourne, 37 Ala. 174 (Ala. 1861).

Opinion

R. W. WALKER, J.

In its technical sense, tile term “■heirs of the body” includes all persons who successively answer the description of heir of the body ; and hence it' embraces the whole line of lineal descendants, to the most remote generation. Technically construed, the expression*is one which cannot be used to describe the children or grandchildren of a living person, for “ nemo est lucres viventis.” That the term, as used in this will, cannot be [179]*179understood in this technical sense, is plain; because the testator directs the estate to vest, during the life-time of Sarah Bledsoe, in the “heirs of the body” of Sarah Bledsoe. That this was the intention of the testator, seems too clear 'for doubt. On the death of the widow, the property is to be divided into seven equal parts, “and then disposed of as follows.” To what time does- then here refer ? Obviously to the period of division, the death of Mrs. Breedlove. Next we have -the manner in which these seven parts are ■to be then disposed of — “ to the heirs of the body of Sarah Bledsoe, one part.” If the testator had stopped there, tliere woidd be no room to doubt tiiat the will would have operated a complete gift of that one part, to take effect at that time, in favor of .the persons answering the descrip*tion of heirs of the body of Sarah Bledsoe. .The words which follow simply .postpone the enjoyment of the property by the legatees during/the life-time of Mrs. Bledsoe, -by reserving to her the use and benefit of the same during that time. The qualification attached to Mrs. Bledsoe’s use of the property, “not to sell or dispose thereof,’? (whether v-alid or not,) is at least indicative of the intern* tion of the testator to give only a use, and not-a property or estate in the corpus of the legacy. The heirs- do mot take on the death of Sarah Bledsoe, but they then- com® into the enjoyment of that which they took on the-division made during her life-time. The term “heirs of the body” is, .therefore, used to describe persons who take an interest before the death of Mrs. Bledsoe ; and hencethe persons answering that description take, not as* her heirs, but di-' rectly from the testator, as purchasers-under the will.

Mr. Fearne .says, that when the' words “ heirs,” &c., “operate only to give the'estate imported by them to the heirs described originally;--and as the persons in whom that estate is considered' as commencing, -and not derivatively from or through the -ancestor, they are properly words of purchase.” — F-eárne Rem; 79yl84.

The attempt'to bring this'case within the rule in Shelley’s case — erroneously so -.-ca.lled, when applied to person[180]*180alty — cannot succeed, without transposing and omitting words found in the will, and adding others not used by the testator. The proposition is, that the clause as it stands is the same in effect as if it read thus — “To- Sarah Bledsoe during her life-time one part, but not to sell or dispose thereof, and after -her death to the heirs of her body.” This is not what the testator has said. He gives the one part to the heirs of the body of Sarah Bledsoe, reserving to her simply a use during her life-time; and this use he studiously seeks to distinguish from a property in the corpus, by denying to her the right to sell or dispose of it. The words found in the will give to the “heirs of the body,” &c., the entire property in the corpus of -the legacy; .simply postponing the time of its enjoyment, in order that Mrs. Bledsoe may have the temporary use. The words as transposed, and added to, give to Mrs. Bledsoe the property in the corpus during her life, with remainder to the heirs of her body. In the clause as it stands, the idea of a remainder is studiously excluded, while in that proposed as a substitute, it is the controlling and fundamental idea. In the will as it was written by the testator, while the use of the property is secured to Mrs. Bledsoe, this use is clearly sep.arated from the title to the corpus of the property, which vests at the time of the division in the persons designated .as the heirs of the body of Sarah Bledsoe. These heirs take the entire property, not a remainder after a life-estate ; ,and the reservation in favor of Mrs. Bledsoe is not of the thing itself, but of the use and benefit for a specified time. In this respect, the case is distinguishable from, all those which have been held to fall within the rule in Shelley’s ¡case. — See Shepherd v. Nabors, 6 Ala. 631; Keyes’ Chattels, § 359 (a), § 202 ; 2 Story’s Eq. § 845 (a) ; Wilks v. Greer, 14 Ala. 437-442 ; Golding v. Golding, 24 Ala. 125.

It is to be borne in mind., that by the seventh clause of his will, the testator directs that, on the death or intermarriage of his widow, all his real estate shall be sold to the best advantage ; and the language of the succeeding clause must be construed with referencia to this provision. Al[181]*181though there is no express allegation to that effect, yet it is to be presumed that the executor sold the land as directed, on the death of Mrs. Breedlove; and the exhibit attached to the bill seems to confirm this presumption. At all events, the words of the will must be construed as if his directions had been obeyed. Land ordered to be sold is regarded as money for every purpose necessary to effectuate the intent of the testator.

In Clark v. Clark, (8 Paige, 152,) it was held, that the bequest of the use of the residue of the testator’s personal estate (which was directed to be sold), for the life of the legatee, or for any shorter period, does not entitle such, legatee to the possession of the fund. The executor, should retain the fund in his own hands, and pay over the inceme thereof to the legatee as it accrues ; and if the executor suffers the capital to go into the hands of such legatee, to enable him to collect the income himself, he must take sufficient security from the legatee to insure the return-of such capital. — See, also, Lovenhoven v. Shuder, 2 Paige, 122.

This court has held, that the proper practice in the-chancery court, in such cases, is to-give the legatee for life the option of taking the money upon his executing a suitable bond, and, in case of. his failure to do so, then to order the money to be let out on loan¡ and the interest collected annually, and paid over ten him. — Mason v. Pate, 34 Ala. 392.

But, if we were to concede that Mrs. Bledsoe took a technical lif'^-estate, not a mere usufructuary interest; still the rule would not apply; if the remainder is to vest during her life, in certain persons described as the “ heirs of her body for that fact would negative the idea, that these words were to be construed in their technical sense. 'Wherever these words are used as “ clescriptio personamm,” and not as comprehending the .whole line of descendants in infinitum, they are words of purchase, not of limitation, and the rule in Shelley’s case has no application.

Mr. Fearne says, that the inquiry, in reference to the [182]*182application of the rule in’Shelley’s case; is-reducible to two simple questions, viz: “Is the limitation tb-the heirs, &c.,

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Bluebook (online)
37 Ala. 174, Counsel Stack Legal Research, https://law.counselstack.com/opinion/roberts-v-ogbourne-ala-1861.