Widows' Home v. Lippardt

70 Ohio St. (N.S.) 261
CourtOhio Supreme Court
DecidedJune 21, 1904
DocketNo. 8317
StatusPublished

This text of 70 Ohio St. (N.S.) 261 (Widows' Home v. Lippardt) is published on Counsel Stack Legal Research, covering Ohio Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Widows' Home v. Lippardt, 70 Ohio St. (N.S.) 261 (Ohio 1904).

Opinion

Summers, J.

The defendants in error, plaintiffs, in the court of common pleas, contend that Maria Zeltner took only a life estate, and mainly rely upon Smith v. Bell, 6 Pet., 68; Baxter v. Bowyer, 19 Ohio St., 490, and Johnson v. Johnson, 51 Ohio St., 446.

The defendant contends: First, that she took an estate in fee simple; Second, that if she did not take-an estate in fee simple, whatever estate she took was coupled with an unlimited power to sell or dispose and that a fee simple passed by the deed; and Third, that if the power to sell or dispose is limited [282]*282to a sale or disposition for her support still her deed is good.

The rule is, that when an estate is devised with an absolute power of disposal, a devise over of what may remain is void, but that where a life estate only is given in express words to the first taker, with an express power in a certain event, or for a certain purpose, to dispose of the property, the life estate is not, by such a power, enlarged to a fee or absolute right, and the devise over is good.

In Jackson v. Robins, 16 Johnson’s Reports, 537, where the testator by his will devised “all his real and personal estate whatsoever, . unto his wife Sarah, to hold the same to her, her executors, administrators, and assigns, but in case of her death, without giving, devising, or bequeathing by will, or otherwise selling or assigning the said estate, or any part thereof, then he devised all such estate, or all such parts thereof as should so remain unsold, undevised, or unbequeathed, unto his daughter Catharine Duer, to hold the same to her, her executors, administrators, or assigns.” Chancellor Kent in his opinion, said: “We may lay it down as an incontrovertible rule, that where an estate is given to a person generally, or indefinitely, with a power of disposition, it carries a fee; and the only exception to the rule is, where the testator gives to the first taker an estate for life only, by certain and express words, and annexes to it a power of disposal. In that particular and special case, the devisee for life will not take an estate in fee, notwithstanding the distinct and naked gift of a power of disposition of the reversion. This distinction is carefully marked and settled in the cases.”

[283]*283Again he says: “The question then occurs, was the limitation over to Mrs. Duer valid, after the creation of such an estate in fee? The words of the will were, that ‘in case of the death of his wife, without giving, devising, and bequeathing by will, or otherwise selling or assigning the estate, or any part thereof, he doth give and devise all such estate as should so remain unsold, undevised, or unbequeathed to his daughter, Lady Catharine Duer,’ etc. This limitation over, must be either as a remainder, or as an executory devise, and it is impossible that it should be either, upon any known, principles of law. No remainder can be limited after an estate in fee, and, therefore, if a devise be to A and his heirs, and if he die without heirs, then to B, the remainder is repugnant to the estate in fee, and void. (Preston v. Funnell, Willes, 164; Pells v. Brown, 2d point, Cro. Jac., 590.) Nor can the limitation over operate by way of executory devise, because the power to dispose of the estate by will or deed, which Lord Sterling gave to his wife, is fatal to the existence of that species of interest. It is a clear, and settled rule of law, that an executory devise can not he prevented or defeated by any alteration of the estate out of which, or after which, it is limited, or by any mode of conveyance. It can not be created, and it can not live under such a power in the first taker.”

The same statement of the law is made by the learned Chancellor at a much later date. 4 Kent’s Com., 270.

The law is very clearly stated and illustrated by Peters, J., in Stuart v. Walker, 72 Me., 145, 148. He says: “The defendants contend that, where a life [284]*284estate is devised, whether impliedly or expressly given, with an unqualified power of disposal annexed, a gift or limitation over is of no effect. That is true where the life estate is created by implication, but not true where it is expressly created in. direct and positive terms.

“A life estate by implication usually arises, where-a donor devises property generally, without any specification of the quantity of interest, and adds-some power of disposition of the property, and provides a remainder. For instance: A gives an estate to B, with a power of disposal annexed, and a. gift over to C. Here is an association of purposes, and intentions, divisible into three parts. What, does A mean by all of them combined? What is implied by them?

“A first gives the estate to B in general terms.. Stopping there by our Revised Statutes, he gives an. estate of inheritance. But an estate in fee first described, may be cut down to a lesser estate by subsequent provisions.

“A power of disposal is annexed by A to his bequest to B. The effect of this depends upon whether-it is a qualified or an unqualified power. If it is an absolute and unqualified power, it really neither takes, from, nor adds to, the amount of the estate previously given, though there be a gift over. It would, be merely equivalent to adding words of inheritance, making the gift to B and his heirs and assigns.. But those words were implied before. The law presumes in such case, that a testator superadds the-unlimited power of disposal, to make his intention as emphatic and unequivocal as possible. The gift: over in such case, is regarded as repugnant to and. [285]*285■controlled by prior provisions. There is nothing to .go over. A mail can not give the same thing twice. Having given it once, it is not his to give again. Such •a devise comes within the principle of the class of ■cases where a testator gives an estate of inheritance, and then undertakes to provide that the devisee shall not alien the property; or that it shall not be “taken for his debts; or that he shall dispose of it in some particular way indicated; provisions which are powerless to control the prior gift.

“But where the power of disposal is not-an absolute power, but a qualified one, conditioned upon some certain event or purpose, and there is a remainder or devise over, then the words last used do restrict and limit the words first used, and have the force and efficacy to reduce what was apparently an estate in fee to an estate for life only. Thus: A gives an estate to B, with the right to dispose of as much of it, in his lifetime, as he may need for his support, and if anything remains unexpended at B’s death, the balance to go to C. Here there may be something to go over. B is to dispose of the es“tate only for certain specified purposes. He can ■defeat the remainder, only by an execution of the power. The clear implication of such a bequest, “taking all its parts together, is that B is to possess a life'estate. Here a life estate is implied, and is not expressly created. •

“But A makes this devise: ‘I give to B, my estate to have and to hold during his lifetime and no longer, with the right to dispose of all the same during his lifetime, if he pleases to do so, and any unexpended balance I give to C. ’ ’ Here a life estate is expressly created, instead of arising by implication. [286]

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Bluebook (online)
70 Ohio St. (N.S.) 261, Counsel Stack Legal Research, https://law.counselstack.com/opinion/widows-home-v-lippardt-ohio-1904.