Wiley v. Gregory

35 N.E. 507, 135 Ind. 647, 1893 Ind. LEXIS 272
CourtIndiana Supreme Court
DecidedNovember 28, 1893
DocketNo. 16,378
StatusPublished
Cited by19 cases

This text of 35 N.E. 507 (Wiley v. Gregory) is published on Counsel Stack Legal Research, covering Indiana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wiley v. Gregory, 35 N.E. 507, 135 Ind. 647, 1893 Ind. LEXIS 272 (Ind. 1893).

Opinion

Coffey, J.

In the year 1882 Joseo Gregory, of Posey county, in this State, executed the following will: “I,

Joseo Gregory, of the county of Posey and State of Indiana, being of sound mind and disposing memory, do make and publish this my last will and testament.

First. I give and devise to my beloved wife, Manisa Gregory, all of my property, both real and personal, after paying my just debts, to be and remain hers during her natural life, to use, enjoy and dispose of as she may desire, and after her death, all that remains undisposed of by her, I desire that the same be equally divided among my children, as follows: Alvis Gregory, John Gregory, Margaret Wiley, and Jane Nelson to share and share alike, and in the event of the death of my said son Alvis Gregory before the death of my said wife, then the share of said property given and devised to him under the terms of this will shall be equally divided between my other three children, John Gregory, Margaret Wiley, and Jane Nelson, or their heirs; and in the event my said wife shall not survive me, after the payment of my just debts, I give and devise all my property, both real and personal, to my beloved'children, Alvis Gregory, John Gregory, Margaret Wiley, and Jane Nelson, or their heirs, always provided that if my said son, Alvis Gregory, shall not be living at my death, then all of my said property shall be equally divided between my said children, John Gregory, Margaret Wiley, and Jane Nelson, or their surviving heirs, to share and share alike.”

It is contended by the appellants that Manisa Gregory, under the terms of this will, took a fee simple interest in the lands of which her husband, Joseo Gregory, died [649]*649seized, while, on the other hand, it is contended by the appellees that she took a life estate only. This is the only question in the case presented for our consideration and decision.

It is earnestly contended by the appellants, with much ability and learning, that by a correct interpretation of the above will, three propositions are established, viz:

First. The absolute power of disposition of the property devised, which was given to Manisa Gregory, by the words “to use, enjoy, and dispose of as she may desire,” with a limitation over after death of “all that remains undisposed of by her,” confers on her the absolute dominion over the same, as fully as if she were the owner of a fee simple estate therein.
Second. That the gift to Manisa Gregory of an absolute power of disposition of the property devised, in connection with the other clauses in the will, denoting a general intent of the testator to give a fee simple estate in the same, defeats his special or particular intent to give her a life estate therein.
Third. The absolute power of disposition of the property devised, which was given to Manisa Gregory, coalesces with the life estate so devised to her, and constitutes in her a fee simple estate, whereby the limitation over becomes void for repugnancy.

On the other hand, it is contended by the appellees, with equal earnestness, ability and learning:

First. That by the terms of this will, Manisa Gregory took a life estate only in the lands of which the testator died seized, coupled with a power of disposition.
Second. That the particular life estate expressly given to Manisa Gregory is not enlarged to a fee by the added general power of disposition.

Each of the parties concedes that the purpose of interpreting and construing a will is to ascertain, if possi[650]*650ble, the intention of the testator, and that when such intention is ascertained, it must be given effect, unless it is in violation of some rule of law. It is also conceded that, in the interpretation and construction of wills, we are bound by the well known rules of construction fixed •by the law, and approved by the wisdom of ages, as the best mode of ascertaining the intention of the testator. Generally there is but little difficulty in ascertaining the rules, but it is not always easy to apply them in a particular case. Stripped of the general power of disposition vested in Manisa Gregory, the construction of this will is free from difficulty. Considered independently of that power, it vests in her a life estate, only in the land owned by the testator at the time of his -death, with the remainder over to his children named in the will. The question for consideration and decision, therefore, is this, what effect has the general power of disposition given to Manisa Gregory upon the life estate vested in her by the will?

In support of their contention, that in a case like this the life éstate and the general power to dispose of, the property coalesce and defeat the remainder over, the appellants seem to rely principally upon the case of Hale v. Marsh, 100 Mass. 468, and the case of Van Gorder v. Smith, 99 Ind. 404.

The case of Hale v. Marsh, supra, was criticised, and, we think, justly, in the able opinion in the case of Burleigh v. Clough, 52 N. H. 267. In the case of Hale v. Marsh, the will of Enoch Hale vested in his widow, Jane, all his property, both real and personal, “freely to be possessed, used and enjoyed by her for and during-the period of her natural life; with full and absolute power and authority to sell and dispose of the whole or any part or portion of the same, whether real or personal, at [651]*651her own pleasure, and to manage, use, and improve the same according to her discretion.”

There was a devise over to certain named relatives of the testator of what remained unexpended by the widow, at the time of her death. She sold a lot in the city of Boston, held by her under the terms of the will, to Marsh and tendered to him a deed. Upon his refusal to accept the deed she brought her action for specific performance, and, as stated in the opinion, the only question involved was whether she had power, under the will of her husband, to convey the fee to the lot. This being the only question in the case, it can not be said that it was necessary for the court to determine whether she took a fee in the lot by the terms of the will or whether she took a life estate only, since she possessed the power to convey the fee, at her pleasure, whether her estate w*as a fee or for life.

We are unable to acknowledge the force of the suggestion made by counsel to the effect that it was necessary to determine whether Mrs. Hale took a fee or a smaller estate, because if she took a fee Marsh would derive his title from her, while, if she conveyed to him simply by virtue of the power contained in the will, he would derive his title from the testator. It was wholly unimportant to Marsh whether his title was derived from the testator or from Mrs. Hale, provided it was perfect.

Whether the title would be perfect or otherwise seems to have been the question presented for the decision of the court. That this case, so far as it adjudicated the question before the court, is sound, we think there can be no doubt; but it does not follow, when it is cited in an opinion, that the court citing it indorsed all that may have been said by way of argument by the judge who wrote it, or that there is any indorsement of anything said, beyond what was necessai’y to a decision of the case, if anything of that kind is contained in it.

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Bluebook (online)
35 N.E. 507, 135 Ind. 647, 1893 Ind. LEXIS 272, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wiley-v-gregory-ind-1893.