Smith v. Thompson

32 Tenn. 386
Tennessee Supreme Court·Decided December 15, 1852·Published

Opinion

TotteN, J.,

delivered the opinion of the court.

This is an action of trover for a negro slave, Jim. There was judgment in the circuit court, for defendant, and the plaintiffs appeal in error.

The material facts are these: On the 22nd April, 1826, Hobert M. Smith conveyed to "William Yancey, his heirs, executors, &c., the negro slave, Jim, and other slaves, in trust, for the separate use of the wife of said [387]*387Smith. The trustee to hire or control the slaves for her interest; and, in the words of the deed, “ after her death, the said negroes, with their increase, if any, to be equally divided between all her children.”

Elizabeth Smith, the said tenant for life, died about two years before the institution of this suit, and the plaintiffs are her children, provided for in said deed. After said deed was executed, (that is, September 12, 1826,) said Eobert M. Smith sold the slave, Jim, to James T. Sandford, and executed a bill of sale, and delivered the slave to him, in absolute property. Some years after, Sandford gave the slave to his daughter and son-in-law, the defendant in this suit, who has ever since held the slave in adverse possession; claiming the same as his property. The trustee lived many years after the adverse possession of Sandford commenced, and whether he is yet living, does not appear in the record. After the death of tenant for life, the plaintiffs demanded the slave, and were refused.

His honor, the circuit judge, instructed the jury, in effect, that the legal title was in the trustee, and only an equity in the plaintiffs; and therefore, they could have no status in a court of law. Second, that the legal title being in the trustee, and by the facts of this case, being barred by the statute, the equitable title was also barred. In support of these positions, Otey vs. Williams, 8 Humph. R., 563; and Stephens vs. Bomar, 9 Humph. R., 546, are relied upon.

These propositions resolve themselves into one ; and that is, whether the plaintiffs take a legal title in remainder, under the deed.

This depends, of course, upon the true and proper construction of the instrument. In trusts, created by will, [388]*388it is a general rule that the trustee in whom is vested a legal estate, takes such quantity of interest thereon, as the purposes of the trust require; and as soon as the trust is satisfied, the legal estate will vest, under the will, in the person beneficially entitled to it. Doe dem. Player vs. Nichols, 1 B. & C., 336; Doe vs. Simpson, 5 East, 162; Doe vs. Timins, 1 Barn. & A., 530; Doe vs. Ellis, 4 Adolph & Ellis, 582; Doe vs. Needs, 2 Mees. & Wels. 129.

And so, Mr. Kent says, the better opinion is, that if there be a devise to trustees and their heirs, during the minority, of a beneficial devisee, and then to him, or upon trust, to convey to him, it conveys a vested remainder in fee, and takes effect, in possession, when the devisee attains twenty-one. And the reason is, that a trust estate is not to continue beyond the period required for the purposes of the trust. Vid. 4 Kent, 204, margin.

If the limitation of the trust estate, in the' present case, were contained in a will, instead of a deed, its construction would be evident and certain. In that case, the manifest intention would govern and limit the estate of the trustee, to the continuance of the estate of the tenant for life, for whose protection it was created; and then, the legal estate in remainder, would vest in possession, under the will, in the children to whom it is limited.

The duties of the trustee, prescribed in the deed, have exclusive reference to the protection of the interest of the feme eov&rt, for her sole and separate use, during her life. At the termination of the estate, his duties are to cease; for, the slaves are then to be equally divided amongst the remainder-men; that is, they take the slaves, then, in absolute property. Such is the evident intention of the deed.

[389]*389But it must be conceded, that the rule of construction, in this respect, is far more flexible, in the case of a will, than in case of a deed. In a will, the intention rules the construction, and it is stronger than the technical terms employed. In a deed, more effect is given to its technical and literal terms. Such is the general doctrine on this subject. Hill on Trustees, 239-248.

It is true, that in Curtis vs. Price, 12 Ves., 100, a limitation i/n fee, to trustees, contained in a deed was restrained by wmplAeation, to a smaller estate; it appearing to be the intention of the instrument, and that its purpose would be defeated by giving the limitation its full effect; as where a subsequent estate, for life, or years, is given to the same trustees, after the limitation to them in fee.

It must, however, be conceded, that an express limitation of an estate in fee, contained in a deed, will not be cut down into a less estate, merely because a fee in the trustees is not necessary for the purposes of the deed. Wykham vs. Wykham, 18 Ves., 423; Hill on Trustees, 251.

But, if a limitation to trustees cmd thew hews, be restrained to the life of the tenant for life, the estate of the trustees is thereby cut down to the duration of the life estate. The estate, in such case, is merely a freehold, and not a fee. It has, however, a transmissible quality. 4 Kent, 4.

The same principles apply, in this respect, to the limitations of real estate, and personal estate; though the terns employed be different, and far more simple in the one case than in the other. The words hew and fee, though used for. illustration, have not, of course, any application to personal estate. A mere gift-of a chattel by A. to B., not naming the quantity of estate, will pass [390]*390the entire interest in the chattel, if that appear to be the intention, and no words of special limitation are necessary; and if used as in the case of real estate, they are to be taken as mere surplusage.

We apprehend, therefore, that where the subject of the trust is personal estate, the deed may receive a more free and liberal construction, conformable to the true and actual intention of the instrument, than is admissible where it is real estate, limited in the technical and artificial language appropriate to that kind of property. We may look more to the actual intention in the one case than in the other; and are less tram-melled by arbitrary rules of law applicable to special words and modes of limitation.

Now, in view of these principles, what is the true construction of the present deed? We have seen that the intention is, that the trustee shall be invested with the legal estate and have the control and management of the property for the separate use of the wife during her life; and then, that his interest and functions shall cease and the estate be vested in absolute property and possession in the children, who take in remainder.

In a will, this intention would, of course, take effect; but is it so expressed as that it may take effect in a deed, in which, by the rules of law, a more strict construction is required?

We are of opinion that it is.

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Smith v. Thompson, 32 Tenn. 386 (Tenn. 1852).

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