Shimer v. Mann

99 Ind. 190, 1884 Ind. LEXIS 644
Indiana Supreme Court·Decided December 12, 1884·No. No. 10,423·Published·Cited by 43 cases

Opinion

Elliott, J. —

On the 12th day of May, 1856, Lydia Lathan executed her last will, containing these provisions:

Item: I give, devise and bequeath to my late husband’s nephew, Samuel B. Mann, all my personal estate, except my family Bible, which I give and bequeath to my niece, Martha Bane.
Item: I give and bequeath to the said Samuel B. Mann the rents and profits of twenty (20) acres of land situate, lying and being in Warren township, Marion county, Indiana, near and adjoining to the lands of Esquire Shimer, until the youngest child of the said Samuel B. Mann shall become of age, upon the happening of which event it is my will. and pleasure that the fee simple of said land shall then vest absolutely in the said Samuel B. Mann and his heirs, and may by him or them be disposed of as he or they may judge best for his or their interest.”

The Samuel B. Mann named in the will was the nephew of the testatrix, and, at the time the will was executed, had three children living, Loren, James and Harvey L. Mann. Lydia Lathan died on the 13th day of June, 1857, and at the time qf her death her nephew and devisee had no other children than those named. Of these the appellee was the youngest. In February, 1865, Samuel B. and Loren Mann united in a warranty deed purporting to convey the land to the appellant. The appellee arrived at full age in August, 1873, and instituted this suit for partition, claiming an undivided one-third of the land.

The right of the appellee to maintain his claim depends upon the construction of the will of Lydia Lathan. The ruling question in the case, shortly stated, is this: Does the will devise to Samuel B. Mann an estate in fee vesting absolutely when his youngest child attains full age, or does it vest the fee jointly in him and his children living at the time of the death of the testatrix ?

Where a deed or a will uses the word “ heirs,” and uses it in its ordinary legal signification, a fee is vested in the -first [192] taker. This is the effect and force of the rule in Shelley’s Case, 1 Co. 88, and that rule enters into our law as a rule of property. Sorden v. Gatewood, 1 Ind. 107 ; Doe v. Jackman, 5 Ind. 283; Siceloff v. Redman, 26 Ind. 251; McCray v. Lipp, 35 Ind. 116; Andrews v. Spurlin, 35 Ind. 262; Gonzales v. Barton, 45 Ind. 295 ; Maxwell v. Featherston, 83 Ind. 339. If the will under discussion is governed by that rule, Samuel B. Mann, the first taker, toolvan estate in fee. Whether the will is or is not governed by that rule depends upon the answer to the question whether there is anything in the situation of the parties, or in the context of the instrument, plainly indicating an intention to assign to the words of limitation a meaning different from their ordinary legal signification.

There is a material difference between deeds and wills, and much more liberality is exercised in the construction of the latter instruments than in the former, for, where a will is presented for construction, the chief effort of the courts is to discover and carry into execution the intention of its author, and to this end minor considerations are subordinated. Brooks v. Evetts, 33 Texas, 732. But, while this is true, it also true, that where woids of definite legal meaning are employed, they will be assigned that meaning, unless the context of the instrument makes it plain that the testator employed them in ■a different sense.

In Nelson v. Davis, 35 Ind. 474, the court quoted the statement of Chancellor Walworth, made in Schoonmaker v. Sheely, 3 Denio, 485, that- The word children, in its primary or natural sense, is always a word of purchase, and not a word of limitation; and the word issue is very frequently a word of purchase also. But heirs, and heirs of the body, are in their primary and natural sense words of limitation, and not of purchase.” The definition adopted by the Chancellor is one that has long been recognized and accepted by the courts, and the strictness with which they have adhered to this definition has exercised a potent influence upon the disposition of lands by deeds and wills. 2 Redf. Wills, 67; 3 Jarman Wills (5 [193] Am. ed.) 115: The word “heirs” written in a deed or will is one of great power, and its force is not impaired by the mere use of negativing or restraining words. Eearne expresses this doctrine in very strong words, for he declares that “the most positive direction” will not defeat the operation of the rule in Shelley’s Case. 2 Eearne Remainders, section 453. It may be that this statement of the law is somewhat too strong under the doctrine of later cases, but certainly the law is that mere negativing words can not restrain or impair the force of the word “ heirs.” 3 Jarman Wills (5 Am. ed.) 115.

We have no doubt that the word “heirs” maybe construed to mean children where it is plain that the testator employed it in that sense. Ridgeway v. Lanphear, post, p. 251; Hull v. Beals, 23 Ind. 25; Star Glass Co. v. Morey, 108 Mass. 570; Scott v. Guernsey, 48 N. Y. 106; Urich’s Appeal, 86 Pa. St. 386; S. C., 27 Am. R. 707; King v. Beck, 15 Ohio, 559; Guthrie’s Appeal, 37 Pa. St. 9; Jordan v. Adams, 9 C. B. (N. S.) 483; North v. Martin, 6 Sim. 266. While it is true that the word “ heirs may be explained to mean children, it is also true that this meaning can not be assigned to the word unless it very clearly appears that it was employed by the .testator in that sense. The courts have used very strong language upon this subject. In one case Lord Redesdaee said: "The rule is, that the technical words shall have their legal ■effect, unless, from subsequent inconsistent words, it is very clear that the testator meant otherwise.” Jesson v. Wright, 2 Bligh (H. L. Cas.) 1, 56. Stronger still is the statement of Lord Denman, who said: “ Technical words, or woyds of known legal import, must have their legal effect, even though the testator uses inconsistent words, unless those inconsistent words are of such a nature as to make it perfectly clear that the testator did not mean to use the technical words in their proper sense.” Doe v. Gallini, 5 Barn. & Adol. 621. Redfield says: “ Conjecture, doubt, or even equilibrium of ap[194] parent intention, will not suffice.” 2 Redf. Wills (2 ed.) 67; Guthrie’s Appeal, supra; Jordan v. Adams, supra; Pooh v. Poole, 3 B. & P. 620; Doebler’s Appeal, 64 Pa. St. 9.

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