Shannon v. Bonham

60 N.E. 951, 27 Ind. App. 369, 1901 Ind. App. LEXIS 68
CourtIndiana Court of Appeals
DecidedJune 5, 1901
DocketNo. 3,844
StatusPublished
Cited by1 cases

This text of 60 N.E. 951 (Shannon v. Bonham) is published on Counsel Stack Legal Research, covering Indiana Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shannon v. Bonham, 60 N.E. 951, 27 Ind. App. 369, 1901 Ind. App. LEXIS 68 (Ind. Ct. App. 1901).

Opinion

Roby, J.

Appellees brought this, action to quiet their title to certain real estate in Clay county. The appellants answered by a general denial and filed a cross-complaint averring that they were the owners in fee of the same lands, subject to an estate for the life of one Ann MclSTicholas Shannon, and asking to have their title quieted. A general denial was also filed to the cross-complaint. The cause was submitted to the court, special findings made, conclusions of law stated, and judgment rendered for appellees. The assignment of error is that the court erred in its conclusions of law.

The finding of facts is in substance as follows: That on the 12th day of June, 1862, one Patrick Hyland was the owner in fee simple of the real estate in controversy, to wit: The southwest quarter of the northwest quarter of section thirty-one, township nine north, range six west, in [370]*370Clay county, Indiana, and other lands; that on said day he executed his last will in words and figures following: “In the name of God, amen. I, Patrick Hyland, sick in body, but sound in mind, by this my will, the last, revoke, annul, render of no force whatever any will hitherto made by me, or for me, but specially my will witnessed by James Daly and Martin McCarthy, both of Clay county, State of Indiana, and I bestow my worldly things thus, to wit: To Michael Hyland, my brother, I give the east half of the northwest quarter of section thirty-four in township ten north of range seven west, Clay county, Indiana; also to same I give the southwest quarter of northwest quarter of section twenty-nine and northeast quarter of the southwest quarter same section in township ten north of range seven west, in Clay county, Indiana, and to same I give the southeast quarter of northeast quarter of section twenty-two in township eleven north of range seven west, in Clay county, Indiana, in all 200 acres. To Ann McNicholas, my niece, I give the southeast quarter of southeast quarter and northwest quarter of southeast quarter and southwest quarter of northwest quarter of section thirty-one in township nine north of range six west, Clay county, Indiana, in all 114 acres. They I emphatically will to hold their re- ■ spective shares of my bequest independently of all others, he independently of his wife, and she of her future husband, wdien she shall marry, and transmit that share, respectively, to their children, if they shall have such, free from all encumbrances and debts. In confirmation and testimony whereof I hereunto affix my signature and subscribe my name. Patbick Hyland.'’'’

That Patrick Hyland died in March, 1864, and that the will was probated; that he died seized of said real estate; that Ann McNicholas took possession of the same immediately after his death, and continued to hold tire same until she disposed of it as hereinafter set out; that said devisee, Ann McNicholas^ was married to John J. Shannon, Eeb[371]*371ruary 1, 1864, and that the defendants and-cross-complainants were born as the fruits of such marriage; that the said McNicholas (now Ann Shannon) is still living; that on November 1, 1872, she conveyed said real estate by warranty deed, her husband joining therein, to David B. Hill, who thereafter conveyed the same to the plaintiffs ’(appellees) who are now in possession thereof.

The conclusion of law stated was that the plaintiffs (appellees) were the owners of said real estate and entitled to have their title quieted. The question for decision is whether Ann McNicholas (Shannon) took under the will a fee simple, or a less estate. The appellants maintain that the will created a life estate in Ann McNicholas with remainder over to her children contingent upon her having children born in wedlock; that such remainder vested in the first child born subject to open upon the birth of a second child to let it in, and so on. It is argued that such construction accords with the provision that the estate was to be held independent of the future husband, and gives effect to every part of the instrument, vesting the fee in the children free from encumbrance.

The appellee maintains that the testator intended to devise the land in fee simple; that Ann McNicholas could not hold “independently of all others”, if she had only a life estate; that she could not “transmit” land to her children unless she first owned it herself; that he ignorantly thought he could put the title to the devised premises in such shape that the devisee could dispose of it in any manner she deemed proper without consulting her husband; that it was the niece he was seeking to safeguard, and not her children, In support of this theory appellees invoke the rules that the law favors the vesting of estates. That a will is not to be construed so as to create a partial intestacy unless the language compels such a construction, and that where the intention is doubtful the will should be so construed as to cast the estate where the law would cast it in the absence [372]*372of a will. It is claimed and conceded that at the time of the execution of this instrument the law was that a general devise without words of limitation or any thing in the will from which a fee hy implication might be be inferred passed only a life estate. Smith v. Meiser, 51 Ind. 419 ; Mulvane v. Rude, 146 Ind. 476; Korf v. Gerichs, 145 Ind. 134.

The appellee supplements this proposition by the further one that whenever an intention to dispose of the fee can by any fair inference be drawn from the will, that the technical rule must be excluded, and that very slight circumstances will be laid hold of as indicating such intention, and asserts that the terms of the will bring it within the exception. The attorneys upon both sides have argued the case with clearness and ability. The principles of construction have been correctly stated, leaving for this court the most difficult task of determining what the testator actually meant as shown by the language used. Many years ago an eminent lawyer declared that “a case upon a will has no brother.” The statement holds good. What the testator’s intention was can not be absolutely known. The difficulty does not come from any lack of purpose on his part, but from the inaptness of expressions used hy the writer of the will, presumably, it is said, the testator himself, certainly one not skilled in the work or accustomed to legal terms.

I:Ie intended that the real estate devised to Ann McNicholas should at her death become the property of her children free from all encumbrances and debts. If she took a life estate, remainder to the children, that result is assured, giving effect to the whole will. If the devise is construed as a fee simple, the latter part of the clause has no effect. The construction which gives effect to the whole instrument must be adopted. Butler v. Moore, 94 Ind. 359; Brumfield v. Drook, 101 Ind. 190; Kilgore v. Kilgore, 127 Ind. 276; Eubank v. Smiley, 130 Ind. 393; Shouler on Wills §559.

She having no children at the testator’s death, the re[373]*373mainder would of course be contingent. “Contingent remainders may be divided into two classes, tbe distinguishing element being the character of the event, upon the happening of which is made to depend the vesting of the remainder. The first class, according to this classification, would include all those remainders which are contingent, because the persons who are to take are not ascertained, or are not in being. Such would be remainders to the heirs of a living person or to an unborn child.

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Related

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112 N.E. 7 (Indiana Supreme Court, 1916)

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Bluebook (online)
60 N.E. 951, 27 Ind. App. 369, 1901 Ind. App. LEXIS 68, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shannon-v-bonham-indctapp-1901.