Source: https://m.openjurist.org/59/us/385/joseph-wilkins-v-david-allen
Timestamp: 2017-10-22 02:38:31
Document Index: 706133211

Matched Legal Cases: ['§ 671', '§ 479', '§ 9', '§ 287', '§ 291', '§ 289']

59 US 385 Joseph Wilkins v. David Allen | OpenJurist
59 U.S. 385 - Joseph Wilkins v. David Allen
59 U.S. 385
18 How. 385
15 L.Ed. 396
JOSEPH WILKINS, TENANT, AND FRANCIS G. BAILEY, JOSEPH
PEACOCK, AND SAMUEL BAILEY, EXECUTORS OF MICHAEL ALLEN,
DECEASED, PLAINTIFFS IN ERROR,
DAVID ALLEN, MARTHA ALLEN, CATHERINE ALLEN, AND
THIS case was brought up, by writ of error, from the circuit court of the United States for the western district of Pennsylvania.
It was an ejectment brought by the Allens, who were aliens and subjects of the Queen of Great Britain and Ireland, to recover four undivided fifth parts of one undivided half of a lot in Pittsburg. They were heirs of Michael Allen, and the question was, whether Allen, the testator, had devised the property in question by his will.
It was argued by Mr. Williams, for the plaintiffs in error, and by Mr. Loomis and Mr. Stanton, for the defendants.
The points made by Mr. Williams are thus stated in his brief:
The case presents two questions only:——
1st. Whether the terms of the will are sufficient, proprio vigore, and interpreting the same by the context, to carry the real estate to the executors; and,
2d. Whether the interpretation thereof may not be aided, if necessary, by extrinsic circumstances, to wit: memoranda, declarations, and the actual amount and condition of the estate, as offered to be shown by the defendants.
On the first of these questions, and for the purpose of showing that the intention (which is only another name for the will) of the testator, is the great point of inquiry, and must be collected from the whole writing, and every word and sentence thereof; and that to serve it, words may be used either in the technical or general sense, and even supplied, transposed, or changed, the counsel for the plaintiffs in error will refer to the cases of Ruston v. Ruston, 2 Dall. 244; Findlay v. Riddle, 3 Binn. 149; Lynn v. Downes, 1 Yeates, 518; Beltzhoover v. Costen, 7 Barr, 16; Turbett v. Turbett, 3 Yeates, 187; Hunter's estate, 6 Barr, 97; Earp's Will, 1 Par. 457; Den v. Blackwell, 3 Green, 386; Den v. McMurtrie, Ib. 276; 1 Jarman on Wills, chap. xvii., and cases there cited.
That, as a consequence of the foregoing rules, real estate may pass under a devise by any form of expression not properly and technically descriptive thereof, if such an intent can be collected from the context—that general expressions may be restrained and special expressions enlarged, and the same words sometimes understood in one sense, and sometimes in another, will be shown in the cases of Huxtep v. Brooman, 1 Brown C. C. 437; Taylor v. Webb, 2 Sid. 75; Pitman v. Stevens, 15 East, 505; Wilce v. Wilce, 5 Moore & Payne, 682; Tolar v. Tolar, 3 Hawks, 74; Hope v. Taylor, 1 Bur. 268; Doe v. White, 1 East, 33; Den v. Trout, 15 East, 394; King v. Shrives, 4 Moore & Scott, 149; Anon. 3 Dale, 477; Jackson v. Housel, 17 Johns. 281; Ferguson v. Zepp, 4 W. C. C. R. 645; Hogan v. Jackson, Cowper, 299; Marchant v. Twisden, Gilb. Eq. Ca. 30; Wilkinson v. Merryland, Cro. Car. 447, 449; Cliffe v. Gibbons, 2 Ld. Raym. 1324; Bullard v. Goffe, 20 Pick. 252; Doe v. Rout, 7 Taunt. 79; Woolham v. Kenworthy, 9 Ves. 137; Timewell v. Perkins, 2 Atk. 102; Roe v. Yeud, 2 B. & P. (N. R.) 214.
That the circumstance of a previous specific devise of land, always favors the extension of the subsequent general words to property of the same description, although even the absence of that circumstance is not considered as conclusive against it, even when the subsequent terms are associated with words descriptive of personal property only. 1 Jarman on Wills, 575.
That the word 'surplus' and its equivalents, without more, may operate by reference, to carry either realty or personalty, or both, he will refer particularly to the cases of Bebb v. Penoyre, 11 East, 160; and Dewey v. Morgan, 18 Pick. 295.
That the interpretation of the testator's language is to be made with reference to the law and usages of the place of his actual domicile, 2 Greenl. Ev. § 671; Story's Confl. of Laws, § 479, f.; Harrison v. Nixon, 9 Pet. 483; and that, by the law of Pennsylvania, the whole interest of a testator passes without words of inheritance or perpetuity, unless a different intent appear; act of 8th April, 1833, § 9, (Ph. L. 249;) Purdon's Dig. 844; that real estate is assets for the payment of debts and legacies are chargeable on lands where the personalty is insufficient to meet them; Nichols v. Postlethwaite, 2 Dall. 131; English v. Harvey, 2 Rawle, 309; and that, therefore, the habit of treating both as equally a fund to pay any demand, would not probably be forgotten by a testator when making his will. Ib.
On the second and last of the questions proposed, namely, whether the construction may be aided by proof of extrinsic circumstances, the counsel for the plaintiff.
To show that the court may and ought to put themselves in the place of the testator, by looking into the state of his property, and the circumstances by which he was actually surrounded, will refer to 1 Greenl. Ev. §§ 287, 288, 289, & 290, and notes; Ruston v. Ruston, Supra (2 Dall. 244); Brownfield v. Brownfield, 8 Har. 59; Root v. Stuyvesant, 18 Wend. 257; Jarvis v. Buttrick, 1 Met. 480; Morton v. Perry, Ib. 446; Fox v. Phelps, 17 Wend. 393; Wigram on Wills, 5th proposition, page 5, and cases cited in illustration thereof.
That when words, used in their strict and primary sense, are insensible, with reference to extrinsic circumstances, the court may look to those circumstances to see whether the meaning would be sensible in any popular or secondary sense, of which, with reference to those circumstances, they are capable, (third proposition, Wigram on Wills,) and that even without reference to such distinction, the court may look into the facts, where the construction claimed would render the devise or bequest inoperative. Smith v. Smith, 1 Edw. Ch. 189; Whilden v. Whilden, Riley's Ch. 205; Trustees v. Peaslee, 15 N. H. 317; Kinsey v. Rhem, 2 Iredell, 192; Ayres v. Weed, 16 Conn. 291; Hand v. Hoffman, 3 Halstead, 71; Allen v. Lyons, 2 Wash. C. C. R. 475, and cases cited of misnomer and misdescription generally. And that even the declarations of the testator, to prove a fact collateral to the question of intention in aid of the interpretation of words, may be admitted in evidence. 1 Greenl. Ev. § 291 and note; Trustees v. Peaslee, 15 N. H. 317; Ryerss v. Wheeler, 22 Wend. 148.
The plaintiffs' counsel will, moreover, in aid of the offer of evidence to show the inadequacy of the personal estate to satisfy the previous legacies, insist on the assertion of the substantive fact of a 'considerable surplus,' by the testator himself, which was only true upon the hypothesis that he did include real estate, in his estimate and devise, as necessitating a reference to the actual condition of his affairs at the time of making his will, for the purpose of showing that there was no such property as he is supposed to have intended by the word 'surplus,' while there was property answering the description of a surplus upon which the will might operate.
In further support of the proposition that the construction of the will in question may be aided and controlled by the proof of extrinsic facts and circumstances, the counsel for the plaintiffs in error will refer also to 1 Jarm. on Wills, 355, and note 1; Wilde's case, 6 Rep. 17; Roper, 60, 67 (3d ed.); Cartwright v. Vawdry, 5 Ves. 530; Lord Woodhouselee v. Dalrymple, 2 Mer. 419, Rose v. Bartlett, Cro. Car. 293; Davis v. Gibbs, 3 P. Wms. 26; Knottsford v. Gardiner, 2 Atk. 450; Thompson v. Lawley, 2 B. & P. 403; Day v. Trig, 1 P. Wms. 286; Fonnereau v. Poyntz, 1 Bro. C. C. 472; Druce v. Dennison, 6 Ves. 397; Finch v. Inglis, 3 Bro. C. C. 420; Attorney-General v. Grote, 3 Mer. 316; Colpoys v. Colpoys, Jac. 463; Smith v. d. Doe Jersey, 2 Brod. & Bingh. 553; Jeacock v. Falconer, 1 Bro. C. C. 296; Selwood v. Mildmay, 3 Ves. 306; Doe d. Belasyse v. Lucan, 9 East, 448; Attorney-General v. Vigor, 8 Ves. 256; Standen v. Standen, 2 Ves. 589; 3 Kent, 334, 335; Lowe v. Lord Huntingtower, 4 Russ. 532; 8 Rep. 155; Rewalt v. Ulrich, 11 Har. 388.
The points made by Mr. Loomis and Mr. Stanton were the following:——
1. In the disposition, by the will of Michael Allen, of the surplus remaining after the payment of all claims and bequests, there is neither doubt, uncertainty, nor ambiguity.
2. If that disposition be doubtful or uncertain, it must receive appropriate construction from the words of the will itself, and no parol proof or declaration ought to be admitted out of the will to ascertain it. Bradford v. Bradford, 6 Wharton, 244; Weatherhead's Lessee v. Baskerville et al. 11 How. 357, 358, 359; Murrell v. Livermore, 7 Eng. Com. Law, 9; 5 Barn. & Ald. 18.
3. In determining such construction, the heir at law is not, and especially those standing in the place of the common-law heir are not, to be disinherited, except by express devise, or by implication so inevitable that an intention to the contrary cannot be supposed. 1 Powell on Devises, 199; French v. M'Ilhenny, 2 Binney's Rep. 20; Clayton v. Clayton, 3 Binney's Rep. 484; Brown v. Dysinger et al. 1 Rawle, 415; Finley v. King's Lessee, 3 Pet. 379; Bradford v. Bradford, 6 Wharton, 244; Doe on dem. Spearing v. Buckner, 6 Term Rep. 611, 612, 613; Hayden v. Stoughton, 5 Pick. 536; Roosevelt v. Heirs of Fulton, 7 Cowen, 79, 187; Roper on Wills, 352, 358.
4. The application of the principles embraced in the last two points to the construction of the disposition before mentioned, will show clearly and conclusively that the title of the heirs of the testator to the real estate, of which he died seised, has not been thereby devested.
5. Parol evidence cannot be adduced to contradict, add to, or explain the contents of a will. Parol evidence of the actual intention of a testator is inadmissible for the purpose of controlling or influencing the construction of the written will. No word or phrase in the will can be diverted from its appropriate subject or object by extrinsic evidence. Wigram on Wills, 1st and 2d Rules; Ib. 24, 27, 80, 81, 82, 88-92, 96, 130; 1 Jarman on Wills, c. 14, pp. 349, 358; 11 How. 357, 358, 359; Farrar v. Ayres, 5 Pick. 409; Barrett v. Wright, 13 Pick. 48; Mann v. Mann, 14 Johns. 9, 14; S. C. 1 Johns. Ch. 231.
6. There is but one case in which parol evidence of intention can properly be admitted, and that is where the meaning of the testator's words is neither ambiguous nor obscure, and where the devise is, on the face of it, perfect and intelligible; but from some of the circumstances admitted in proof, an ambiguity arises as to which of the two or more things, or which of the two or more persons, (each answering the words in the will,) the testator intended to express. 1 Greenl. Ev. § 289; Hiscocks v. Hiscocks, 5 Mee. & Wels. 363, 367; Atkinson's Lessee v. Cummins, 9 How. 486; Miller v. Travers, 8 Bingh. Rep. 244; 21 Eng. Com. Law Rep. 290; Aspden Estate, 2 Wallace's Rep. 448.
7. A testator's parol declarations are not admissible to control the construction of his will, nor is evidence, as to the state of his property, admissible for that purpose. Ryeres v. Wheeler, 22 Wend. 151; Fonnereau v. Poyntz, 1 Bro. Ch. R. 472; Roberts on Wills, 24, 34; Brown v. Selwyn, Cases Temp. Talbot, 240; Attorney-General v. Grote, 3 Mer. 316; 10 Wheat. 229; 3 Halsted, 71.
Now, testing the will before us by these rules, and where can any provision be found in it showing a plain intention to disinherit the heirs? The lands are never named except where the wife is given a life estate in the homestead, and two lots, and, secondly, where her annuity of twelve hundred dollars is imposed on the goods and lands as a charge.
But as the residuary clause is mainly relied on, as carrying the real estate to the executors, it is proper that some further notice should be taken of its import. The testator declared that his debts amounted to very little, and that, after paying all claims and bequests, there would remain a considerable surplus, and this he bequeathed to his executors, to be applied to religious and benevolent purposes. He did not indicate any new fund, nor a surplus arising from the sale of lands, in the concluding clause of the will more than in any previous clause, where he provided for the support of the Presbyterian church.
The terms of the will, proprio vigore, being insufficient to disinherit the heirs, the next question is, whether the interpretation thereof may not be aided by extrinsic circumstances, namely, memoranda, declaration, and the actual amount and condition of the estate, as offered to be shown by the defendants below.
That the court may put itself in the place of the testator, by looking into the state of his property, and the circumstances by which he was surrounded when he made the will, is not only true as a general proposition, but without such information it must often happen that the will could not be sensibly construed. Wigram (10, 60) lays down the rule with much distinctness. Such evidence, however, is only admissible to explain ambiguities arising out of extrinsic circumstances, as to persons provided for, objects of disposition, and the like. For instance, if the testator gave to his grandson, J. S., a plantation, and he had two grandsons of that name; or he devised his son J. his plantation on a certain river, and he had two plantations there,—in each case proof might be heard to show the person or thing intended. But evidence cannot be heard to show a different intention in the testator from that which the will discloses.
The only English case we will refer to is that of Miller v. Traverse, 8 Bingh. 248. There the testator devised and vested in trust 'all his freehold and real estates whatsoever in the county of Limerick, and the city of Limerick,' At the time of making the will, he had no real estate in the county of Limerick, but had a small estate in the city of Limerick, and considerable real estate in the county of Clare; and the question was, whether the devisees could be admitted to have an issue and trial at law on the ground that they offered to prove that, by the original draft of the will, the estates in Clare were included, and the county left out by oversight or mistake; and also that the testator so expressed himself.
The lord chancellor was assisted by the chief justice of the common pleas and the chief baron, and they all concurred in holding that the evidence offered could not be heard to change the import of the will, and refused the issue. And so it is manifest here, that if the evidence were to show all that is assumed for it, yet it could not be heard to affect this will.