Waterfield v. Rice

111 F. 625, 14 Ohio F. Dec. 282, 1901 U.S. App. LEXIS 4410
CourtCourt of Appeals for the Sixth Circuit
DecidedNovember 11, 1901
DocketNo. 958
StatusPublished
Cited by4 cases

This text of 111 F. 625 (Waterfield v. Rice) is published on Counsel Stack Legal Research, covering Court of Appeals for the Sixth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Waterfield v. Rice, 111 F. 625, 14 Ohio F. Dec. 282, 1901 U.S. App. LEXIS 4410 (6th Cir. 1901).

Opinion

LURTON, Circuit Judge,

having made the foregoing statement of the case, delivered the opinion of the court.

1. Diversity of citizenship exists and furnishes the ground for federal jurisdiction. The bill shows that eleven, installments of the annuity claimed are due and unpaid, so that the amount in controversy is more than $2,000, excluding interest and costs. That some of these installments may be barred by the Ohio statute of limitations, and that this fact may appear upon the face of the bill, does not aifect the fact that the amount sued for exceeds the sum necessary to give the circuit court jurisdiction. The determination of the question as to the application of the statute thus made involves the exercise of jurisdiction in respect of the merits of the case. The demurrer to the jurisdiction of the court is not well taken.

2. The defendants demur because Lizzie Keen and her children are not made parties defendant. Whether Lizzie Keen is now living, or has any children or representatives of children, does not appear. If, in the absence of any averment on the subject, we should assume that there are persons in being who would take in the contingency that George W. Rice shall die leaving at his death no child or representative of children, we are of opinion that, for the purpose of the relief sought, neither Lizzie Keen nor her children arc necessary parties. The liability of George W. Rice is individual, and not joint. He is charged with the payment of $250 annually to the widow of the testator during her life. Mrs. Keen is charged with the payment of a like sum. Neither is liable for the default of the other. The annuity payable by George W. Rice is charged upon the undivided one-half of the Clermont comity lands devised to him and his children. The bill only seeks to enforce the lien subject to which that particular undivided one-half was devised. For this purpose neither Mrs. Keen nor her children are necessary parties. Wriietlier the children of George W. Rice who are parties do not, as a class, sufficiently represent the persons substituted for them in the contingency that they shall all die leaving no issue before the falling in of the life estate, we need not decide.

3. The complainant seeks to have the interest devised to George W. Rice for life, and the remainder devised to his surviving children or their representatives, sold for the purpose of enforcing the lien declared by the will to secure the annuity payable by the said George W. Rice. This brings us to the only question seriously contested, and that is whether the payment of the annuity is charged as a lien only upon the life estate devised to George W. Rice or upon the remainder estate as well. The learned trial judge reached the conclusion that the annuity was a charge only on the life estate of George W. Rice, and not upon the remainder devised to his children. To this interpretation we find ourselves unable to agree. The annuity is payable, not during the life of George W. Rice or the continuance of his life estate, but is a sum to be paid “to my beloved wife, Minerva L Waterfield, during each and every year of her natural life.” How is this annuity to be secured? From what source is it. to come? The testator answers , this by making the devise of his Clermont county farm, “subject, however, to a [628]*628charge and ^annuity of five hundred dollars to be paid by'said George W. Rice and Lizzie Keen in equal amounts; that is, $250 by each of them.” The annuity, therefore, is to continue during the natural life of the widow, and is to “be and remain a charge and lien upon said lands, houses, and real estate in this item mentioned.” The “lands, houses, and real estate in this item mentioned” are in the foregoing part of the item described “as all my lands, houses, and real estate held and owned by me in my own name, and as my undivided property and estate, lying, situate, and being in the county of Clermont and state of Ohio.” Now, did the testator mean that this lien and charge should rest upon the fee in the property described, or upon the mere estate which had just been carved out of the fee for the life of George W. Rice? There are a number of reasons which seem to lead to the conclusion that the testator intended that this annuity should be a charge upon the fee of his Clermont county lands. Primarily, we may assume that the testator’s intentions would be most nearly carried out by construing this charge as one resting upon the fee. The annuitant was his widow. The provisions made for the widow are presumptively in lieu of dower. The annuity is for the life of the widow, not the life tenant. It was possible that the widow might outlive the life tenant. In such case could the testator intend that her provision should cease or that it should depend upon the solvency of the estate of the life tenant, assuming that the liability of the devisee would continue after expiration of the life estate and of the annuitant’s lien? It is difficult to believe'that the testator intended that the charge or lien of this annuity should be of less duration than the life of the annuitant; for we may well assume that the comfort and maintenance of his widow was an object of prime importance. That he has employed the words “lands and real estate” as descriptive of the estate upon which the lien is to rest is in accord with what may be regarded as the intention of the testator concerning the secure payment of this annuity. A devise of “my land,” “plantation,” “real property,” or “real estate” will, under the well-settled rule in Ohio, convey the fee in the absence of words plainly showiiig an intent to devise a less estate. Winton v. Cornish, 5 Ohio, 478; Smith v. Berry, 8 Ohio, 365, 369; Thompson’s Lessee v. Hoop, 6 Ohio St. 480; Niles v. Gray, 12 Ohio St. 320, 329; Townsend’s Ex’rs v. Townsend, 25 Ohio St. 477; section 5970, Rev. St. Ohio. A like rule of construction exists in Kentucky. Mitchell v. Walker, 17 B. Mon. 61, 62. Unless, therefore, it plainly appears from the will that the testator intended to charge a less estate than the fee with a lien for the payment of this annuity, the usual and technical meaning of the words, “lands, houses, and real estate,” should be regarded as the sense in which the testator used them. The remainder estate is devised to the children of the life tenant living at the death of the latter, or to representatives or deceased children, who, the testator says, “shall take the fee.” These words do not operate to discharge the lien of this annuity should the widow survive the falling in of the life estate. The “fee” which they are to take will be no less a fee because subject to the charge in favor of this [629]*629annuitant. The word “fee” is used to indicate the remainder of the estate, which, on termination of the particular estate, will constitute the fee. But appellees say the remainder estate should not be charged with this annuity, lest- thereby we defeat the intended bounty of the testator to the remainder-men. This result they say may come about by the accumulation of a burden upon the land greater than the value of the life estate through the failure of the life tenants to meet their obligations, or by the indulgence of the annuitant in demanding payment. Manifestly, such contingencies as these cannot affect the interpretation of this will as written, nor does their suggestion affect the conclusion we reach as to the purpose of the testator. That he should prefer his own widow over remote and uncertain remainder-men is an obvious presumption, and that he should secure the provision made for her, even at the risk of burdening the bounty intended for distant remainder-men, is quite in accord with natural impulse.

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Cite This Page — Counsel Stack

Bluebook (online)
111 F. 625, 14 Ohio F. Dec. 282, 1901 U.S. App. LEXIS 4410, Counsel Stack Legal Research, https://law.counselstack.com/opinion/waterfield-v-rice-ca6-1901.