Smith v. McIntire

83 F. 456, 12 Ohio F. Dec. 688, 1897 U.S. App. LEXIS 2857
CourtU.S. Circuit Court for the District of Northern Ohio
DecidedJuly 15, 1897
StatusPublished
Cited by1 cases

This text of 83 F. 456 (Smith v. McIntire) is published on Counsel Stack Legal Research, covering U.S. Circuit Court for the District of Northern Ohio primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Smith v. McIntire, 83 F. 456, 12 Ohio F. Dec. 688, 1897 U.S. App. LEXIS 2857 (circtndoh 1897).

Opinion

IIAMMONT), J.

Lord Coke observed that "wills, and the construction of ¡hem. do more perplex a man than any other learning; and, to make a certain construction of them, this excedít jurisprudentum art cm. But,” he adds, "I have learned this good rule: always to judge in such cases as near as may be and according to the rules of law.” 3 Jarm. Wills, 699; 2 Bulst. 130. Certainly no will could more perplex a man than that we have before us for construction. It is susceptible of at least three different interpretations. It is as follows:

“I, William L. Smith of Williams County, and State of Ohio, do make and publish this my last will and testament in manner and form following;, that is to say: first, it is my will that my funeral expenses and all my just debts be fully paid, second, I give, devise and bequeath to my beloved wife, Margaret, in lieu of her dower, the plantation on which we now reside situated In [458]*458Town seven, North of Range four East in section eight, containing eighty acres more or less, during her natural life; and all the live stock of every description; also all the household furniture and other items not particularly mentioned and otherwise disposed of in this will during her natural life as aforesaid; she however first disposing of a sufficiency thereof, to pay my just debts as aforesaid.
“And at the death of my wife, all the property hereby devised or bequeathed to her as aforesaid, or so much thereof as may then remain unexpended, to my children and their heirs and assigns forever. And lastly, I hereby constitute and appoint my wife to be Executor for this my last will and testament, revoking and annulling- all former wills by me made, and ratifying and confirming this and no other to be my last will and testament.
“William L. Smith [Seal].
“Signed and sealed this seventh day of December, eighteen hundred and forty-thr.ee, in presence of
“John Rings.
“Rachel O. Rings.”

The will is neatly written, evidently by a man of education, grammatically expressed and punctuated, barring some indistinct and doubtful marks of punctuation. It was evidently written by the testator himself. Analyzing the document by its sentences, phrases, and paragraphs, the structural arrangement is quite clear. First. In the ordinary form, he directs his debts and funeral expenses to be paid. Second. He devises the 80 acres of land on which they lived, which is in controversy in this suit, to his wife for life. Then he disposes of his personal property, particularly mentioned, and in general words, all his other'estate, by giving it to his wife, either for life or absolutely, as it may be interpreted; following which he writes the words of such great concern in this litigation, which again refer to the payment of his debts. Then, by a separate paragraph, he blends the real and personal property in a devise and bequest of the remainder in the whole to his children, and appoints his wife executor. It may be doubtful, oh an inspection of the original' will as to punctuation and capital letters and spaces, whether there are three paragraphs or only two; but it is certain that the disposition made of the real and personal property, so far as it relates to the interest of the wife,' and her power over it, is made in a single paragraph and a single sentence, and it may be that the opening provision for the payment of his-debts and funeral expenses is also embodied in the same paragraph, and even in the single sentence; and what might have been separate items, paragraphs, or sentences, and ordinarily would be for clear expression, are consolidated by the use of commas and semicolons, thereby very much confusing the meaning of the testator, when sought under the rule of noscitur a sociis, because it is difficult to tell just what association the words and phrases were intended by him to have. He very clearly gives his wife only a life estate in the land, and no larger estate whatever. .Whether he gives the personal property to her absolutely, or only for life, or part of it absolutely and part of it for life, is very doubtful, when we look alone at the words by which he gives it to her. If, however, that personal property were in litigation, and it became important to resolve that doubt, it would be resolved, by the paragraph giving the remainder to his children, as giving her only a life estate. The importance of [459]*459the phraseology in respect of this is now confined to the association of these words with the great struggle over the other words, “she however first disposing of a sufficiency thereof, to pay my just debts as aforesaid.” Whether she took a life estate in the personal property, or took it absolutely, whatever was left at her death “unexpended” goes to the children. But, inasmuch as the words relating to the disputed power are so intimately associated in juxtaposition to the bequest to her of the personal estate, the contention of the plaintiff is that the words, “not particularly mentioned and otherwise disposed of in this will during her natural life as aforesaid,” are all to be taken together as an adverbial or descriptive expression of the meaning of the words immediately preceding them, namely, the words “and other items,” thus resulting in an absolute bequest: of the entire personal property to the wife, with the power of disposing of “a sufficiency thereof” to pay his just debts. It must: be conceded that there is great force in this suggestion, particularly when we look at the condition of the family in 1843, when this will was written, and nearly three years afterwards, when the testator died, located almost in the wilderness, upon a farm in the woods, which they were opening and establishing, and under circumstances where one of the old people examined as a witness in this case, living a neighbor to them at that time, says that the chances of making much indebtedness did not exist; and when we consider that he W'as buried in a coffin made at home, and carried to his grave in the farm wagon, it is probable that neither funeral expenses nor debts, under such circumstances, could involve a very large sum of money, and it is not impossible that he considered his personal property sufficient to pay his debts, and had no thought of creating a power to sell his land for that purpose. Nevertheless, while the court will look at the circumstances under which the testator makes his will, such as the state of his property and of his family and the like, and will be guided by the principle o"f interpret a lion by winch clauses that compose a complicated sentence are applied to the objects to which fi:ey properly belong, as ruled in Boyd v. Talbert, 12 Ohio, 212-214, this kind of parol testimony, even where the will is ambiguous, is not con ¡rol ¡lug, and will not be allowed to override a contrary intention, fairly manifested by the whole will itself. 3 Jarm. Wills, 705, rubs 8-11: Smith v. Bell, 6 Pet. 68; Blake v. Hawkins, 98 U. S. 315-324. Why should we take the words, “she however first disposing of a sufficiency thereof, to pay my just debts as aforesaid,” which is the final clause in the sentence and paragraph relating to the wife and her interest and power over the property, and which comes after the last semicolon in the sentence, and.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Hale v. Hardon
95 F. 747 (First Circuit, 1899)

Cite This Page — Counsel Stack

Bluebook (online)
83 F. 456, 12 Ohio F. Dec. 688, 1897 U.S. App. LEXIS 2857, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-mcintire-circtndoh-1897.