Mitchell v. Mitchell , 2 Gill 230 ( 1844 )

Archer, J.,

delivered the opinion of this court.

The bill, as amended, seeks to enforce payment of a legacy left the complainant, by the last will and testament of Francis J. Mitchell, by the obtainment of a decree for the sale of Myrtle Grove, upon the ground, that the said legacy was, by the said last will and testament of Francis J. Mitchell, charged upon the said estate.

The bill, also, seeks an account of all the property left to James D. Mitchell, by the will of Francis J. Mitchell, in trust for the complainant.

The chancellor dismissed the complainant’s bill, first, because the estate charged with the alleged legacy, had descended to the complainant; and secondly, because it did not sufficiently appear, that the personal estate bequeathed to James D. Mitchell, in trust, for the complainant, ever was managed by, and applied to his own use, by the said James D. Mitchell, without the consent of the complainant.

The only estate alleged in the argument of complainant, to be charged with the legacy, by the will of Francis J. Mitchell, is the estate called Myrtle Grove. If that estate has, in fact, descended to the complainant, the charge, if one in point of law exists, has become extinct by the union of the title and the lien in the complainant.

We will, therefore, first proceed to enquire whether the estate called Myrtle Grove, has descended to the complainant.

This question grows out of the will of James D. Mitchell, bearing date on the 6th day of August 1837. James D. Mitchell died in the month of August 1837, and probate was had of his will, on the 23rd of August 1837. James D. Mitchell left no children, but a widow, Elizabeth A. Mitchell since deceased, and a brother, Henry S. Mitchell; a brother by the same father, but a different mother; and a sister, the complainant, of the whole blood. Henry S. Mitchell, has a son now living, named Joseph H. Mitchell, who is his oldest male child, and was born in March 1838. Henry S. Mitchell has also another son, an infant, now living. Elizabeth Ann Mitchell, the widow of James D. Mitchell, died in the month of August 1841.

The life estate devised by the will to Elizabeth Ann Mitchell, having terminated, the half brother of the complainant still living, the question is, whether the remainder to the eldest male heir of Henry, is vested in his oldest male child ? or whether, in consequence of the life estates terminating before the death of Henry, the remainder to his oldest male heir is not void ? in which event the estate would decend to his heirs : The complainant is the heir at law of the testator.

The terms used in the will, as descriptive of the remainder, are, “the first heir male of his brother Henry, and the heirs and assigns of such male heir forever, if he shall live to attain the age of 21, or leave lawful issue, &c.” The cases which have been cited establish the law to be, that no one is recognized as heir until the death of the ancestor. In the language of Mr. Justice Taunton, a man may be heir apparent, or heir presumptive, but he is not very heir living the ancestor. One cannot, therefore, take as a purchaser under the description of heir, or heir male, unless, where the estate is to vest, he has, by the death of his ancestor, become very heir. This appears to be a general rule, subject only to this exception, that when the intention of the testator can be made clearly to appear from the will, that he did not mean the word heir, or heir male, to be used in its technical sense, but in its popular sense, then the popular sense shall prevail. The intention should be by demonstration plain; and he who urges the exception, must demonstrate the intention, for prima facie, the words must be taken in their technical sense, as words of limitation. These principles will be found to be sustained by Hob. 33, 1 Vent. 334, 2 Vent. 311, 1 P. Wit. 229, 2 Wil. Black. 1010, 2 Leon. 70, 4 Mod. 153. And it is rightly said, by one of the judges, in delivering the opinion of the court, in Winter vs. Perratt, 9 Clarke Finnely &. Ca. 669, “that what amounts to a plain demonstration of intention, so as to withdraw the term heir from its technical interpretation, must, in each case depend on the language used, and the circumstances under which it is used ; and is not a question to be determined by reference to reported cases; but by a careful consideration of that language, and those circumstances, in the particular case under discussion.”

Wc perceive no room lo doubt, that the term 11 heir” was designed to be used by the testator in its technical sense; wherever in the will the word heir is used, it is used in its technical sense, as where he says the first uheir male of Henry” and “his hei/rs and assigns.” In the latter instance, the word heirs is used by the testator in its technical sense; and again, on the failure of heirs male of Henry, who were to take in succession, then he devises over, to his right heirs. Can we, by any just construction, impute to the testator a different meaning io the same words, when used in the same will, and in the same sentence of the will, without anything to indicate a difference ? But again, when the testator devises Hunting Meld to his wife, and gives her a power of appointment, and in case of her failure to exercise that power of appointment, devises the estate to the children of Henry; is it not still more apparent, that he was aware of the difference in the terms, heir ^f Henry, and child of Henry ?

The annuity to the heirs at law, which has been bequeathed, with a charge on his lands, by the testator, and his presumed knowledge, that his sister, his heir at law, had designs to connect herself with a monastery, we do not think furnish considerations showing a different intent from the technical sense. The charge is on all his lands, as well Hunting Field as Myrtle Grove; and yet, in such case, on the failure of the contingency, the devise over is to the heir at law.

The case of 9 Cla. & Fin., Ap. Ca. 606, has been cited as decisive of this. It is true, in that case, the terms used by the testator were considered as indicating an intention, in the use of words, different from their legal signification; but the judges who so decide, do so on the ground, that the term, heir male of the branch of R. C’s family, in connection with the circumstances of the case, and the fact that R. C’s family was known to the testator, gave to the word heir male, a different signification from its technical meaning. Though even in this case, different as it is from the one before the court, much diversity of opinion prevailed among the judges; and it strikes us, from a review of their opinions, there would have been but little difference of opinion, had the mere technical terms been used, without the’qualifications affixed to them.

In conclusion, on this branch of the case, we beg leave to refer to the following observations of Lord Brougham, in delivering his opinion in the case above adverted to, “that there are certain principles fit to be kept in view, when we are called upon to construe a will, which raises such doubts as the present has raised. One is, and the most material, that the leaning should be towards taking technical words in their technical sense; and only suffering ourselves to adopt another meaning, when there can be no reasonable doubt from the context, that, in such sense, the testator used them; and that, he could not have used them in their known or legal sense. This rule is founded on the consideration of the risk we run, in allowing a scope for conjecture and fancy, of making a will for him, which neither he himself made, nor the law recognized ; and if it be said that, by adhering to the technical sense, we shall sometimes run the risk of giving a construction which the testator did not intend, the answer is, that this risk is common to both courses, and we avoid that other, and perhaps greater evil, of introducing uncertainty into the foundation upon which titles restIn these views, we fully concur.

If the word, heir male, is to be construed in its technical sense, then the limitation over, after the death of the tenant for life, is gone; as there could be no heir of Henry Mitchell, during his life. The rule being, that every contingent remainder must vest, eo insianti, that the particular estate determines.

The remainder failing to take effect, the estate descended on the death of the tenant for life on the complainant, who was heir at law, and her lien was sunk in her title to the land.

The principal eases which determine, that if there be sufficient in the will to show that the word heir, is used in such a way that the testator meant the word uheirf to mean, descendant, or heir apparent, it shall be so construed, are, 1 Ven. 334, 2 Vent. 311, 1 Pier. Wil. 229, 2 W. Black. 1010. The first of these cases is Burchett vs. Durdant. There, a devise to the heirs of the body of A., now living, was held to be a vested remainder, and it was so determined, because the words “now living,” were referred, not to A., but to the heirs of the body; and it was apparent, from other parts of the will, that the testator knew that A. was in esse also. It was, on this account, adjudged, that the heirs of A., took the remainder to the heirs of A., during his life. As there was an heir apparent of the body of A., then living, it was considered as a designate persona.

The case of Darbison vs. Beaumont, 1 P. Wil. 229, was a devise of lands to A. for life, remainder to his first son, in tail male, &c., and in default of such issue, remainder to the heirs male of the body of the testator’s aunt, Elizabeth Long, lawfully begotten; and for default of such issue, remainder of all his lands, to his, the testator’s right heirs. He also gave a legacy to Elizabeth Long, and legacy to her three sons, A., B. and C., of £500, The question was, whether ’he heir at law of the testator, or A., the eldest son of E. L., was entitled to the testator’s real estate. Three reasons are assigned for the judgment, that the heir at law did not take the estate. 1st. That the testator noticed, that the sons of E. Long were living; and that she, E. L., was also living. 2nd. That the limitation of the right heirs of the testator was expressly, on failure of issue male of E. L.\ so that the intent was plain, that the apparent heir of the body of E. L., should take before his heir general; and 3rd. That it was the same as Burchett vs. Durdant, because, the words, then begotten, connected with the word, heirs male, were nearly similar. The words, then begotten, in this, were tantamount to “then living,” in the former case.

It is very certain, that the case before us does not come within the reason of either of the above cases. There is no devise to an heir male of H. W., then living, as in Burchett vs. Durdant; for here at the death of the testator, H. W. had no issue born. The will, here, does not leave over the estate to the heirs at law, upon the failure of issue, as in the case of Darbison vs. Beaumont; but the expression is, on failure of such heir male, to the the heirs at law; nor are the words heirs of the body of H. M. begotten, found in this will; and if they had been, these words in the case before us, could not be understood to be tantamount to heirs then living, because, H. M. had no children then living. The case in 2 Will. Black. 1010, has been supposed to go further than either of the cases above adverted to. Here, the devise was to his son, Richard Brooking, and the heirs of his daughter, Margaret, jointly and equally, and for want of heirs male of Richard Brooking, at his decease, then to the heirs and assigns of Margaret, lawfully begotten of her body. The testator knew, that Margaret was living, and had at his death a son. In Darbison vs. Beaumont, the words, heirs male, of the body of the testator’s aunt, Elizabeth Long, lawfully begotten, were considered tantamount to, heirs of the body then living, and as being the same in principle with the case of Burchett vs. Durdant. The case, therefore, of 2 W. Black. 1010, may be governed by one of the reasons, assigned for the judgment in Darbison vs. Beaumont.

We do not consider the case before us, as one, in which the testator has given plain indications of an intention, that the technical words he has used should be taken in their popular sense, and to mean descendants; and do not, therefore believe? that the cases above adverted to, can govern and control our construction of the will, now under consideration.

The above views render it unnecessary for us to enquire into the various questions, which in relation to this lien, were discussed, as growing out of the will of F. J. Mitchell.

In relation to the right of the complainant to an account, in reference to the property devised in trust to James J). Mitchell, for the use of the complainant under the will of Francis J. Mitchell, we concur with the chancellor in his views, as expressed in his decree in this case, and affirm his decree.

DECREE AFFIRMED.