Harrison v. Ward, 58 N.C. 236, 5 Jones Eq. 236 (1859)

Dec. 1859 · Supreme Court of North Carolina
58 N.C. 236, 5 Jones Eq. 236

FRANKLIN B. HARRISON AND EMILY HIS WIFE, AND WILLIAM FOY, Adm'r. of BENJAMIN F. SIMMONS, against MARIA L. WARD AND WILLIAM E. WARD.

Where a testator, by her will, gave land and slaves to his daughter, M. S., and if she died without children surviving her “then the lands to my own heirs-at-law, and the slaves and their increase, to my next of kin,” and gave lands ■ and slaves to a son and provided that if he should marry, the said lands and ¡slaves should be hold by his son ¡and his wife, and the children that might ¡survive their parents, upon fe suma -terms and subject to the same uses, •conditions, and'limitations mentioned in the devise to his daughter, M. S., it ■was Held that, upon the death of the son, without leaving a child, the lands •devolved upon his testator’s heirs-at-law, who were a daughter and two children of a deceased daughter, but that the slaves went to the daughter alone.

A limitation to the next of Idn in a. will, without other-explanatory words, was held to moan the nearest of Idn.

Cause removed from the Court-of Equity of Jones county.

The questions presented in this-suit arise on the construction of the will of Lemuel H. Simmons. The clauses of the will, material to the consideration of the points submitted to the Court, ¡are as follows : 4th. “I .give to -my daughter, Mary Ann Simmons, all my right, interest and share in the Buckner Hatch •mills, held in common with John Oliver, two beds and fnrni->ture, and an equal share with my children of my slaves, and ¡a share of my perishable estate after my debts are paid, and ■on the marriage of my said daughter, Mary Ann Simmousi ¡said property, mentioned in this clause of my will, to bo held my-said daughter and her husband, during their joint, lives .-and the life of the survivor, and at the decease of the said Mary Ann and her said husband, to he equally divided be’-tween the children of my said daughter, who may survive their said parents, and be living at their death; but should my -daughter and her husband die, and leave no child or children -of the said Mary Ann living at the death of the said Mary Ann and her husband, then I give said lands to my hcirs-at-laws, and the said slaves and their increase to my next of kin.”

6th. “Item I give and devise to my son, Benjamin Erank-*237lin Simmons, all my lands, not airead}’" given away,, and devised in this will, also an equal share of my slaves with my other children, and a share of perishable estate, after my debts are paid; and should my said son marry, the said lands, and other property to be held by my said son Benjamin and! his wife and the child or children of the said Benjamin surviving their parents, upon the same terms and subject to^ the same uses, conditions, and limitations mentioned in the devise to his sister, Mary Ann Simmons.”

Mary Ann Simmons married one Richard Oldfield, and died in the life-time of the testator, leaving no' children but leaving her husband surviving her. (As to the disposition of her share, see Sinnaons v. Gooding, 5 Ired. Eq. 382.)

Tiie defendants, Maria and William E. are the children, of a daughter Elizabeth, who died in 'the life-time of the testator, and are expressly provided for in another clause of the testator’s will. They are minors and represented in this Court by their father, who is their guardian.

Benjamin E. Simmons survived his father, and having held the land and slaves given to him until the year , he died intestate, without having married, and without child or children.

The plaintiff, Emily, is the daughter and only surviving child of the testator, Lemuel EL Simmons. She intermarried with the plaintiff, E. B. Harrison, and they two, with William Eoy, who administered on the estate of Benjamin E. Simmons, bring this suit, praying the Court to declare their rights under the will, in order that the share and interest of Harrison and wife, may be paid to them under a decree of the Court, and the administrator may be protected in his disposition of the personal estate in his hands.

It is contended on the part of Harrison and wife that, on the death of B. F. Simmons without leaving a wife or child, the land devised to him under the limitation in L. H. Simmons’ will, goes, one-half to Mrs. Harrison and the other half to the defendants, Maria L. and William E. Ward, jointly as the heirs-at-law of the testator, and that the slaves go to them *238(Harrison and wife,) under the limitation in the said will to the next of 1cm, which they contend means nearest in degree to the testator.

The answer of the defendants was filed, not contesting any of the facts as above stated, but contending that they are entitled to a share of the slaves as well as of the land.

Badger, Haughton, Green and J. W. Bryan, for plaintiffs»

MoBae, for the defendant.

Manly, J".

It is quite clear, to our minds, that it was intended, in this will, to limit over the estate, given to Benjamin F. Simmons, in the same way mutatis mutandis, as that given to the daughter, Mary Ann.

The testator bequeaths in the fourth paragraph, property, real and personal, to his said daughter, and, on her marriage, to herself and husband jointly, and to the survivor, and after the decease of both, to the children of the marriage, which may be then living, and if there be no children left, the land is given to the heirs-at-law, and the slaves to the next of kin. In the sixth paragraph, he proceeds to'give, in the same terms, real and personal estate, to Benjamin F. Simmons, and provides, “ should my said son marry, the lands and other property, to be held by my said son and wife, and child or children surviving, upon the same limitations mentioned in the bequest, to his sister, Mary Ann.” It is obvious, upon a consideration of the latter clause, the testator intended to trammel the property, given, with similar conditions and limitations to those, set out at length, in the bequest to his daughter. For, although different words arc used in speaking of the first contingency, upon which there is to be a change in the holding, the phrases used, seem to be equivalents in meaning, and the purpose seems to be clear to put the two upon the same footing in all respects.

When the will was in this Court before, for construction, (Simmons v. Gooding, 5 Ire. Eq. 382,) it was settled with respect to property given to Mary Ann Simmons, (she'having married and *239died without children in the life-time of the testator,) that, although the legacy to her lapsed, and her husband who survived, took nothing, yet, the bequest over of the land to the testator’s heirs-'at-law, and the slaves to his next of kin, stood, “and the heirs-at-law and next of kin of the testator, took by purchase as devisees and legatees.” This decision is based upon the assumption, that the vesting of the 'particular estate, was not necessary to support the ulterior executory bequests. We think the principle, assumed, is clear. It seems to be also equally clear, that the bequest over, was not dependent upon the happening of any of the intermediate contingencies — for instance, the marriage of the daughter. For, if she had survived her father, unmarried, she would have takeu immedi-atety an estate for life, subject to be enlarged so as to take in a husband upon marriage, remainder over to children,, if any, and if none, then the land to the heirs-at-law, and the slaves to the next of kin. The rule of construction, in such cases, is-, that a limitation over is never dependent upon the vesting of a prior estate, unless there be a clear intention expressed to that effect. The ordinary intendment to he inferred from such limitations of estate after estate in succession, (in the absence of any manifest purpose to the contrary) is, “ that they shall respectively take effect whenever the prior estates are out of the way, without reference to the manner in which they get out of the way;" 2 Wills Ex’rs. 764.

By reference to the contents of the will, its particular in-tendment will be found, we think, in accordance with the general, instead of opposed to it. If any purpose is more plainly manifested by the testator than another, it is not to vest in any of his children an absolute estate, but to tie up the property, at least, during their lives, and the lives of the grandchildren during minority. If we adopt the construction, contended for in the answer of the defendants, that the ulterior bequests are dependent upon the happening of any of the contingencies, upon which the estate is recast, it follows, if the the contingency should not happen, the prior estate Would necessarily he an absolute one, and this is an event which the *240testator seems particularly to have guarded against. Not one-of the first takers, under any bequest in the will,, tabes an absolute estate by express provision.

From a careful analysis of the clauses in question-, we are of opinion, then, if the daughter, Mary, had survived-' and died unmarried, and of course childless, her estate-would have been-■one only for life, and upon her death, the-executory bequests-over of land and slaves to testator’s heirs-at-law and next of kin, respectively, would have taken effect. No good reason can be given- why the testator should, desire to make a distinction between the cases of a child dying without having issue and dying without marryiin-g — why one should give life to the- ulterior limitations ancii the other be the- signal for their extinction.

As the law would have been, in respect to the bequest to Mary Ann Himmons upon the-supposition, made, so it must be, in a similar state of facts, in respect to the estate of Benjamin F. Simmons; we are of opinion he took under the will of the father, a life-estate, subject to be enlarged, as before stated, and upon his death unmarried, the contingent bequest to the testator’s heirs-at-law and next of Jem took effect. This is the answer to the first point upon which the advice of the- Court is sought.

The second point involves, simply, an interpretation of the words “next of kin” in the ulterior limitations to Mary Ann and Benjamin F. Simmons. This can hardly be considered an open question in this Court, for when the will was before the court upon the former occasion, it was decided that these words meant nearest of kin, and that there was no- right of representation springing-out of their use in this connexion, as in the statute of distribution. The interpretation of these words has troubled the courts not a little, bnt after some fluctuation and much doubt, the ordinary grammatical sense has been adopted as the- rule of construction, unless it shall appear, from the other parts of the instrument, that a different meaning was intended. This is the sense, it is believed, which has been given to these words in every connection save in the *241statute of distribution ; as in the statute prescribing who shall be entitled to administration next of hin has been, we think, uniformly held, both in this country and in England, to mean, the nearest in degree, and to exclude persons who claimed in the next degree by representation.

In the case of Simmons v. Gooding, supra, the Court felt constrained by the weight of authority, and we now feel constrained by that, and the force of our own decision, to hold the words next of hin, in tire will in question, to mean the nearest in degree, and that the sister of the deceased brother, Benjamin, will take the slave property limited to him for life, to (lie exclusion of the nephew and niece.

The able argument which has been addressed to us upon this point, has caused us to consider it again more at large, than we might otherwise have done, and we are again broughtdo the same conclusion. We do not feel at liberty to depart from the construction heretofore adopted — a construction, it may be added, which has the sanction'd' the most eminent Judges, Tiicrlow, Eldon, Gbant, Plumes, and others. Those who aro desi rods of examining the authorities upon this vexed question, will find them referred to by Jarman, in his treatise on Wills, vol. 2, p. 38.

The construction which we thus put upon the will, may disappoint the expectations of defendants’ friends, and work a case of hardship, not foreseen, and not desired by the testator, bnt it cannot be otherwise without unsettling again the sense of words, which it has given the courts great, trouble to fix, and which the public interest now requires should remain so. Misera cst servitus ubi jus est, aut vagum, aut ineognitum.

The real estate limited to Benjamin, for life, will pass over to the heirs-at-law of the testator, who are the sister, Emily Harrison, and the two children of the deceased sister, Elizabeth Ward; Mrs. Harrison taking one moiety, and the children, in the right of their mother, the other moiety.

PeR Cubxam, Decree accordingly.