Sherrod v. Sherrod's Adm'rs

38 Ala. 537
CourtSupreme Court of Alabama
DecidedJanuary 15, 1863
StatusPublished
Cited by14 cases

This text of 38 Ala. 537 (Sherrod v. Sherrod's Adm'rs) 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
Sherrod v. Sherrod's Adm'rs, 38 Ala. 537 (Ala. 1863).

Opinion

A. J. WALKER, J.

F. O. A. Sherrod having died without ever having had the possession of the slaves, the contingency on which he was to share in the profits of their [542]*542labor is not presented; consequently, that feature of the bequest is to be left out of view in the consideration of the case. The bequest to be construed is a legacy, in the first place unqualified, to the grand-son, but by a subsequent provision made subject to this qualification, that if the grand-son should die, leaving a wife, but no child, nor the descendant of any child, then over to the persons in the proportions named. The grand-son having died in infancy, leaving no wife, nor child, nor the descendant of any child, to whom does the personalty bequeathed go ? The chancellor decided, that it went to the grand-son’s administrator, to be distributed among his next of kin. The appellants insist that it goes to the testator’s three eldest sons, or their families. The construction producing that result is, that the grand-son took only a life-estate, with remainder to the three eldest sons, subject to be defeated in toto by the grand-son’s leaving children, or their descendants, and in part by the contingency of his leaving a wife but no descendant from him. Rejecting that, we adopt as the true exposition of the clauses of the will in question the construction which gives to the grand-son the entire interest, subject, however, to be defeated in the contingency specified.

There is, in the first place, a clear and unambiguous gift of the absolute and entire interest. The language is, “ I give and bequeath,” &c. If the will had stopped with the former of the two clauses, no argument could have been made in favor of the proposition that the legatee took a partial interest. The case here, then, is one where an absolute gift is made, and a contingency is afterwards provided, in which the estate is to be defeated. Now, the rule is, that where there are clear words of gift, the court will never permit that absolute gift to be defeated, unless it is perfectly clear that the very case has happened, in which it is declared that the interest shall cease. — Harrison v. Foreman, 5 Vesey, 207. It is not to be inferred that the absolute gift is infringed, further than is expressed. The testator has with clearness and distinctness appointed [543]*543one contingency, upon which the interest given was to fail. Upon the death of the grand-son, leaving a wife, but no child, nor the descendant of any child, “in that case'1'’ there is a limitation over in defeasance of the estate. When the testator thus specifies a concurrence of circumstances, upon which the estate was to fail, how can it be said that the estate must fail upon the occurrence of only one of those circumstances ? The death of the grand-son does not make “that case,” in which the will directs the limitation over.

There is in the books a class of cases, where a bequest to one, in the event of the non-existence, or on the decease of another, has been held to indicate an intention to make the latter a prior object of the testator’s bounty ; as, for example, a devise to A, upon the death of B. In those cases, the antecedent estate is not given ; and there must, therefore, be an intestacy, unless the courts imply a bequest of it. A bequest has, therefore, been implied in many cases, to him upon whose death the subsequent estate is to arise. The implication must not rest upon conjecture ; it must be necessary. The inference must be so plain as to be irresistible to the mind. — Brummel v. Prothers, 3 Vesey, 111; 1 Jarman on Wills, 465 ; 2 Lomax on Executors, 19; Browne v. DeLoet, 4 Bro. C. C. 535, note a; 2 Roper on Legacies, 1497-1498; Chum v. Respass, 1 Monroe, 25.. If a devise be made to the heir, after the death of another, the inference is irresistible, that the testator intended the latter to take a life-estate ; for otherwise the heir would take by inheritance, before the event upon which the devise to him was to take effect. The authorities upon this subject are numerous, and sometimes conflicting, and it is not necessary here for us to go into them. The principle upon which they proceed, has no application here.

The cases collected upon the briefs of appellants’ counsel, on the subject of implication, are all referrible to the doctrine stated above. Thus, in Crowder v. Clowes, (2 Vesey, 449,) a life-estate in the testator’s niece was implied from a bequest over to the person who might be entitled to the [544]*544real estate, if she should die unmarried. So, in the case of Wainwright v. Wainwright, (3 Vesey, 558,) a similar decision was made, in reference to a bequest over, in the event of the deatli of one attaining the age of twenty-one years. So, also, in Hingham v. Baker, (Cro. Eliz. 15,) a life-estate was implied in favor of the wife, from a devise after her death to the son. To the same effect is the case of Hutton v. Simpson, 2 Vernon, 723. A review of all the authorities referred to would but afford cumulative illustrations of the same principle. The application sought to be made of those cases, would involve a perversion of them. They do not afford any authority for the cutting down an estate into a life-estate. If it be conceded, that the grandson would take a life-estate by implication from a bequest over after his death, it is not at all a sequence, that an estate actually bequeathed will be' diminished into a life-estate, by implication from a bequest over, in the event of there being a wife, but no child, at the time of his death. Such an implication would sitnply add a condition not authorized by any thing the testator has said.

The wife was, upon the occurrence of the contingency, to receive the same interest to which the laws of the State of Alabama would entitle her, if the legatee were seized and possessed of the same in fee-simple. This provision is not sufficient to defeat the estate given. It does not authorize the inference that the testator designed to give his grand-son an estate for life. If that effect were allowed, it would not harmonize with the preceding clause. Perfect harmony is secured between that and the clause which makes the bequest, by attributing to it a design to meet the contingency of an alienation by the grand-son. If the grand-son should leave a wife, but no descendant, then the limitation over was to take effect, just as if he were at the time of his death seized and possessed of the same in fee-simple, whether he was then actually seized and possessed of the same or not. Or, it may be that the words, without observing their technical meaning, were used by way of distinction to an estate defeasible upon a subsequent [545]*545condition. Under either view, that harmony with the other provisions of the will, for which courts always strive, is observed. See 1 Jarman on Wills, 415-416. But, aside from that consideration, it is impossible that those words can be regarded as manifesting, with that, degree of certainty and clearness which the law requires, the intent to defeat an estate clearly granted by a previous clause. — Harrison v. Foreman, supra.

If we concede, that the testator’s grand-son took only a life-estate, it would result, that there is an intestacy as to the remainder ; the contingency not having occurred, upon which the limitation over was to take effect. It would not be a necessary implication from anything contained in the will, that the testator designed his three eldest sons to take the remainder.

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Bluebook (online)
38 Ala. 537, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sherrod-v-sherrods-admrs-ala-1863.