Wilkins v. Rowan

185 N.W. 437, 107 Neb. 180, 1921 Neb. LEXIS 43
CourtNebraska Supreme Court
DecidedNovember 17, 1921
DocketNo. 21542
StatusPublished
Cited by22 cases

This text of 185 N.W. 437 (Wilkins v. Rowan) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wilkins v. Rowan, 185 N.W. 437, 107 Neb. 180, 1921 Neb. LEXIS 43 (Neb. 1921).

Opinion

Leslie, District Judge.

This is an action brought in the district court for Otoe county for the construction of the will of David R. Rowan, who was a resident of Ohio. Upon the construction of his will depends title to 160 acres of land in Otoe county. The paragraph of the will involved is as follows:

“Third. I own a farm of 160 acres situate in Otoe county in the state of Nebraska, on which my said son James Rowan has for some years resided and now resides, and I will and devise said farm of 160 acres to my said son James Rowan, to have and to hold during the term of his natural life, and at his death, to the issue of his body, in fee simple, if he shall leave any such issue, but if he should not leave any such issue surviving him, then in that case, the same must go to my heirs of my blood, that is, to the person or persons who would at that time inherit the same from me, in case I then died intestate, being the owner thereof.”

David R. Rowan, the maker of the will in question, will hereafter be referred to as testator to avoid confusion of his name with that of his deceased grandson, David R. Rowan.

[182]*182The testator was the father of two sons, Robert, residing in Ohio, and James, residing in Nebraska. At the time of the execution of his will he was the owner of 110 acres of land in Clermont county, Ohio, upon which his son Robert resided, and 160 acres in Otoe county, Nebraska, upon which his son James resided. He devised the Ohio land to his son Robert and the issue of his body, in the exact language' used b.y him in devising the Nebraska land to his son James and the issue of his body.

At the time of the death of the testator, James Rowan, to whom the life estate in the Otoe county land was devised, was the father of two sons, Benjamin H. and David R. Rowan. James Rowan and his son Benjamin are still living. David died in 1919, leaving a widow and three minor sons.

The original plaintiff was Caroline E. Rowan, for herself and her minor sons. She died before disposition of the case in the lower court, and the action was revived as to her in the name of Jessie G-. Wilkins, Administratrix. As guardian for the children of David R. Rowan, she was also substituted in place of their deceased mother, Caroline E. Rowan, who had appeared as their next friend. James Rowan, holder of the life estate, Benjamin H. Rowan, surviving son of James Rowan, Frank E. Coe, administrator of the estate of David R. Rowan, deceased (son of James Rowan), Albert S. Johnston, trustee of the bankrupt estate of Benjamin H. Rowan, Citizens State Bank of Peru, and Wilbur W. Sims were made defendants.

The interest of the Citizens State Bank arose out of a mortgage executed by Benjamin H. Rowan and his wife. The interest of the defendant Sims is due to a lease of the premises executed by James Rowan, holder of the life estate, and Benjamin H. Rowan, his only surviving son.

Following the death of David R. Rowan, his brother,Benjamin H., claimed to be the sole surviving issue of the body of their father, to whom the life estate was devised, and that, as such, would become vested with title to the [183]*183entire estate in remainder conditional upon surviving Ms father; in other words, that the will created a contingent remainder, or an executory devise, and that by the use of the words, “issue of the body,” is meant children, and not grandchildren or lineal descendants. The appellant Coe, as administrator of the estate of David R. Rowan, claims that David was possessed of a vested interest in the land dating from the death of the testator, and that this title passed by descent to his widow and children and became an asset in the hands of the administrator.

The appellees, who are the minor children of David R. Rowan, concede that Benjamin H. Rowan has the same interest in the land their father had in his lifetime; but contend that it is a vested interest, subject to defeasance, in case of his death before the termination of the life, estate. They further assert that they have a present vested interest in the land coextensive with that held by Benjamin H. Rowan, not as heirs at law of their father, but as issue of the body of their grandparent, James Rowan, as substituted devisees in place of their father, David R. Rowan, conditional upon their outliving their grandfather, in whom the life estate is vested.

The trial court found in accordance with the views of the appellees, and decreed that Benjamin H. Rowan had a vested interest to an undivided one-half interest in the land contingent upon his surviving his father, and* that appellees, minor children of David R. Rowan, had a vested interest in an undivided one-half interest in the land conditional upon their surviving their grandfather. Erom this decree appellants haye appealed to this court.

The first question, presented is whether the words, “issue of his body,” mean lineal descendants, or are restricted to children. 1 Schouler, Wills, Executors and Administrators (5th ed.), sec. 535, states: “A gift to ‘issue,’ as a phrase of law, imports prima facie descendants of every degree from the common ancestor, including cMldren and those more remote.”

2 Jarman, Wills (6th ed.) *946, states: “The word [184]*184‘issue/ though its popular sense is said to be children, is technically, and when not restrained by the context, coextensive and synonymous with descendants, comprehending objects of every degree.”

This court in Godden v. Long, 104 Neb. 13, opinion written by Chief Justice Morrissey,,held as follows: “The term ‘issue/ or ‘lawful issue/ in its primary legal sense, means descendants or lineal descendants generally, and not merely children. * * * It is only when it is used in a special instrument, whose context shows that a narrower construction was intended, that its meaning will be limited.”

The rule in this state and other state and federal jurisdictions seems to be settled that a devise to “issue” or “issue of the body” will be construed as meaning lineal descendants, rather than children, in the absence of qualifying words showing a contrary intent. In re Lawrence’s Estate, 181 N. Y. Supp. 498; Petry v. Langan, 227 N. Y. 621; In re Farmers Loan & Trust Co., 231 N. Y. 41; City Nat. Bank v. Slocum, 272 Fed. 11, 19; Hickox v. Klaholt, 291 Ill. 544.

We do not find such words of qualification in this will, and hold that by the use of the words, “issue of his body,” the testator meant lineal descendants.

At the date of the death of the testator, and when the will was admitted to probate, James Rowan, who took the life estate, was, as previously stated, the father of two sons, David and Benjamin. We are asked to decide whether they took a vested interest at the death of the testator, or a contingent interest to take effect at the death of their father. If they took a vested interest, it becomes necessary to determine, in the case of David, who died before his father did, whether his interest descended to his heirs at law or was defeasible and lapsed at his death. Benjamin H. Rowan claims that the estate created by the language of the will is a contingent remainder to take effect at the date of the death of James Rowan, to whom the life estate was devised. He further [185]*185contends that, if it is not constrnable as a contingent remainder, it may consistently be held an executory devise.

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Bluebook (online)
185 N.W. 437, 107 Neb. 180, 1921 Neb. LEXIS 43, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wilkins-v-rowan-neb-1921.