Ward v. . Jones

40 N.C. 400
CourtSupreme Court of North Carolina
DecidedDecember 5, 1848
StatusPublished
Cited by27 cases

This text of 40 N.C. 400 (Ward v. . Jones) is published on Counsel Stack Legal Research, covering Supreme Court of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ward v. . Jones, 40 N.C. 400 (N.C. 1848).

Opinion

Pearson, J.

The devise is, in effect, to John L. Ward for life and should he leave lawful issue, then the negroes and land to be equally divided between his lawful issue ; but should he not leave lawful issue, then the negroes and land to be sold and divided &c.

The effect of the words “to be equally divided" in a devise of land, made before the year 1784, to one for life and after his death to be divided between his lawful issue and for want of such issue then over, is very ably discussed by Judge Daniel in the case of Ross v. Toms, 4 Dev. 376, and the Court decided, that the words do not prevent the application of the rule in Shelly’s case, but that the first taker had an estate tail, which by the Act of 1784, is converted into afee simple.

The will in the ease under consideration was made in the year 1788, and unless the acts of 1784. Ch. 204, Rev. Stat. 632, and Ch. 204, Sec. 5, Rev. Stat. 287, alter the law. it is clear, that John L. Ward took an estate tail, which by act of 1784 Cir 204, Sec. 5, was converted into a fee simple. We think the acts of 1784 do alter the law^ and that in all devises of land, made since that time, the *403 words “to be equally divided” prevent the application of the rule in Shelly’s case, and that the first taker has but an estate for life.

The act of 1784, Ch. 204, Sec. 12, provides that a devise of land shall be held to be a devise in fee simple, unless such devise shall in plain and express words show, that the testator intended to convey an estate of less dignity.

In the case of Ross v. Toms, which was a devise of land, the reason why the words “to be equally divided” were not allowod to prevent the application of “the rule,” and confine the first taker to a life estate, w'as that the main intent of the testator would be thereby defeated. In the language of Judge Daniel, “two intents are manifest, one that the daughter should have only a life estate : the other that the remainder over should not take effect, so long as any of her issue remained. The latter must be presumed to be the main intent and paramount purpose of the testator. This main intent cannot be effected by giving the daughter a life estate, and making her children take by purchase, because, there being no words .of inheritance added to the estate of the latter, they would take at that time — viz—1777, only a life estate, and after the death of either his or her share would go over. The testator intended, that on the failure of the issue of his daughter, and only on that event, his estate should go over.” To effect the main intent the daughter was held to take an estate tail. If there had been words of inheritance, by which her children could take estates in fee simple, both intents would have been effected, and she would have taken but an estate for life. In the case under consideration, the will was made in 1788, and the act of 1784, above cited, supplies the vrnrds of inheritance, so that there is no reason why the particular intent should be made to give way. Both intents can be effected.

So in the case of Coe v. Wright, decided in the house *404 of Lords, the decision is expressly put upon the the ground, that the main intent could be effected by giving the first taker an estate tail, and it is admitted that but for this, the words “to be equally divided” would have had the effect of making the children take by purchase, and the first taker would have had. but a life estate. This is the case upon which the decision of Ross v. Toms is founded, and both are put expressly upon the reason, that the particular intent — to give the first taker an estate for life only — must give way in order to effect the main intent. As that reason does not apply to the present case, those cases, instead of being authorities against, are authorities for, holding, that since the act of 1784, in devises to-one for life — and then to be equally divided between the’ issue, and, for want of issue, over, the first taker has an estate for life, and his children estates in fee, as tenants in. common by purchase, and so both intents are effected.

This result is not only sustained by the authorities, bufe it must be so upon principle. The rule in Shelly’s case only applies, when the same persons will take the same-estate, whether they take by descent or purchase; in which case, they are made to take by descent, it being more favorable to dower, to the feudal incidents of seignories, and to the rights of creditors, that the first taker-should have an estate of inheritance ; but W'hen the persons taking by purchase would be different, or have different estates, than they would take by descent from the first taker, the rule does not apply, and the first taker is-confined to an estate for life, and the heirs, heirs of the-body, or issue in wills, take as purchasers.

The words, “to be equally divided between the issue,”' take in different persons, than simply the word, “issue,” used as a word of descent. For, in the latter case, the person or persons to take would be ascertained by the rules of descent — there would be representation — and the taking would be per stirpes; while in the former, the. *405 rules of descent would have no application, and there must be an equal division per capita. Hence, the use of these words prevents the application of “the rule,” and the first taker has but an estate for life, except in cases where there is some paramount intent, which would be defeated, unless the first taker be entitled to an estate o.f inheritance.

The Act of 1784, ch. 204, 5, Rev. St. 258, by which estates tail are converted into estates in fee simple, has also an important bearing upon this question. In a. bequest of chattels to one for life, and at his death to his issue, and for want of issue, then over,, the first taker has the absolute estate, it being a general rule, that words, which in a devise of land would give an estate tail, in a bequest of chattels gives the absolue estate. But the words, “to be equally divided between the issue,” make an exception to the general rule ; it being inferred from these words, that the testator could not intend, that the issue should take as issue; but that they should take distributively, as pur chasers, so as to give the first taker an estate for life, and then to the issue as tenants in common. Swain v. Rascoe, 3 Ire. 201. Allen v. Pass, 4 Dev. & Bat. 77. This is the settled law as to the bequest of chattels, which canno.t be entailed, and in reference to which, wards, that give an estate tail, pass the interest, so as to leave nothing to be limited over as a remainder. But in England, and in this.

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Bluebook (online)
40 N.C. 400, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ward-v-jones-nc-1848.