Yates v. Yates

178 N.W. 262, 104 Neb. 678, 1920 Neb. LEXIS 226
CourtNebraska Supreme Court
DecidedJune 7, 1920
DocketNo. 20768
StatusPublished
Cited by11 cases

This text of 178 N.W. 262 (Yates v. Yates) 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
Yates v. Yates, 178 N.W. 262, 104 Neb. 678, 1920 Neb. LEXIS 226 (Neb. 1920).

Opinions

Flansburg, C.

Suit to quiet title by tbe plaintiff: as grantee under a deed. Case dismissed, and plaintiff appeals.

Tbe deed in question was made and delivered to tbe plaintiff in tbe year 1906 when she was a single woman. Her name was at that time Almeda Berenice Welty Since then she has been married, her name now being Yates, and her son by this marriage is tbe sole defend’ ant in tbe case.

By tbe terms of the Meed in question the premises were conveyed to plaintiff, then Almeda Berenice Welty "‘for life * * * to have and to bold tbe same to the said Almeda Berenice Welty during her natural life [680]*680remainder in fee simple to the heirs begotten of the body of the said Almeda Berenice Welty,” and it was further provided that “we (the grantors) do covenant with the said Almeda Berenice Welty and with her heirs above specified that we are lawfully seized of said premises.”

The plaintiff contends that by operation of the rule in Shelley’s case she has a fee simple title to the property covered by the deed.

It is strongly argued by defendant’s counsel that the rule mentioned has long outlived its usefulness, is not a part of the law of this state, is not in accord with the genius of our institutions, is an arbitrary rule which violates the intention of the parties, and that, in fact, it has been abrogated by our statutes and decisions.

The rule in Shelley’s case has been generally recognized by the courts of other states as having been brought to this country as a. part of the common law, and it has been enforced by those courts except where the rule has been modified, or abolished, or its operation interfered with, by express statutory enactment. 18 C. J. 319.

As originally stated in the decision itself (Wolfe v. Shelley, 1 Coke, 93b, 76 Eng. Rep. Reprint, 206, 234), it was a rule of law that “when the ancestor by any gift or conveyance takes an estate of freehold, and in the 'same gift or conveyance an estate is limited either mediately or immediately to his heirs in fee or in tail, that always in such cases ‘the heirs’ are words of limitation of the estate, and not words of purchase.”

Words of “limitation” were understood as terms describing the extent or quality of the estate conveyed, while words of “purchase” wepe such words as would disclose an intention of the grantor or devisor to describe certain particular individuals who should take an estate direct from him and should not derive their estate as an inheritance from the first taker.

[681]*681In all cases, then, where the words “heirs” or “heirs of the body” were not further qualified or explained, by the context in which they were used, so as to indicate an intention to designate particular individuals or a particular class of individuals to he determined, who should take an estate direct, and not by inheritance from some person to whom the estate had been first' conveyed, such words were construed as words of limitation.

This gave a legal definition to those terms. They were technical terms, and were taken to he used in their technical sense unless it could be gathered from other expressions in the instrument that they were intended to be used otherwise.

Opponents of the rule in Shelley’s case argue that, when a grant is made to a person for life, and at his death to his heirs, it is apparent a life estate only is intended to be conveyed to the first person, and that this express intention should be preserved. However, it is also apparent that the estate given to such person was intended, after his death, to be handed down from him to his heirs in the ordinary line of descent. To give effect to both intentions, therefore, would hold the fee in abeyance until the death of the first taker, and then an inheritance springing from him to his heirs, when he, in fact, had been possessed of a life estate only and had never been seised of a fee title which could descend from him. Such an estate was then, and is even now, impossible to create. If the property is to descend from the first taker to his heirs as an inheritance Under the law of descent, obviously he must first he vested with a fee, and there is no estate known in the law as an inalienable fee. It is thus apparent that, in. order to carry out the general intention, expressed in the instrument, ,to the effect that the property shall descend from the first taker to his heirs through the process of an inheritance from him, it is found necessary to construe his estate as a fee title, though it may he denominated in the instrument as a life estate only.

[682]*682That an estate cannot be devised to a person and then be required to be handed down by such person to his heirs has been decided by our court in Loosing v. Loosing, 85 Neb. 66.

When, therefore, the remainder was to descend to the heirs of the first taker, an ambiguity resulted, ffor both intentions of the devisor or grantor to create a life estate only and then .let the property descend by inheritance from such life tenant could not, under the law, be carried out. The rale in Shelley’s case determined simply which intention should be allowed to control in those instances where the instrument left that matter in ambiguity.

Had the rule in Shelley’s case, on the other hand, been that these terms, when used in their technical sense, should always- be understood as words of purchase, that would have sacrificed the general intention to the particular intention; for then, instead of the estate descending from the first taker to his heirs in the ordinary line of inheritance, it would have gone equally to all the particular descendants, children, grandchildren, and perhaps great-grandchildren, living at his death, and passed on through those particular individuals as sources of new lines of descent.

“The rule in Shelley’s case is not really an exception to the rule that the intention of the testator must guide in interpreting a will, but only sacrifices a particular to a general intent.” Note, 29 L. R. A. n. s. 1047, and cases cited.

In Bowen v. Lewis, L. R. 9 App. Cas. (Eng.) 890, Earl Cairns explains the matter thus: “You have an indication of a general intention, which you gather from the whole of the will, that the estate shall travel through the issue generally of a certain person. You have that accompanied, no doubt, with a particular intention that the first taker shall take an estate for life; but in order to give effect not to a technical construction, which would limit the first taker to a life estate, but to give effect to [683]*683the general intention of the testator, and to make the estate travel through the issue generally, as the testator intended it to do, you apply the rule in Shelley’s case. Otherwise, if you do not do that, the consequence is that the only other resource which you have is to give the first taker in the series of issue an estate by purchase, in which ease it will not go through the issue generally, but only through the descendants of that particular head of the issue.”

It is said in Kirby v. Broaddus, 94 Kan. 48: “There is a reasonable basis for saying that the real intention of the grantor * * * is that upon the death of the grantee the new owners shall derive their title by inheritance. He obviously has in mind no particular bene: ficiaries of his own grant.

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Cite This Page — Counsel Stack

Bluebook (online)
178 N.W. 262, 104 Neb. 678, 1920 Neb. LEXIS 226, Counsel Stack Legal Research, https://law.counselstack.com/opinion/yates-v-yates-neb-1920.