Court Opinion

ID: 7092614
Source: CourtListenerOpinion
Date Created: 2022-07-24 12:07:37.760998+00
Date Added: 2024-06-11T16:13:08.230674
License: Public Domain

Lowe, J.
Tbe heirsbip of tbe plaintiffs,— tbeir title by descent,— and tbeir right to recover tbe property in controversy, are conceded, unless tbe executors were authorized by tbe terms of tbe will, to sell tbe same.
Upon tbe contingency that tbe testator’s widow should intermarry, tbe executors were directed to sell tbe homestead of the deceased. This contingency occurred, and tbe executors sold what they understood to be tbe homestead, including tbe land in dispute, and tbe defendants title is regularly derived from such sale. If this tract, therefore, tbe title to which is tbe subject of this suit, constituted a part of tbe homestead-farm, at tbe death of tbe testator, in 1843, then it will be admitted that tbe legal title of tbe same is in tbe defendants, and tbe plaintiffs’ action must fall to tbe ground.
Tbe object of all rules of interpretation is to discover tbe intention, and this should be gathered from tbe whole instrument. In this case tbe testator has employed tbe word homestead to express tbe property which be intended bis wife, during her widowhood, should possess and enjoy. If she united again in wedlock, then tbe same property, that is, tbe whole of the homestead as she bad held and possessed it, was directed to be sold by tbe executors.
At that time, tbe word homestead bad not, in this state (or territory, as it then was) an abstract, technical meaning, as it is now defined and understood to have, under tbe statute exempting a homestead from judicial or# forced sales, but was used in its general or popular sense, and it in this sense that it is to be construed, or to speak, perhaps, more accurately, it should be construed in tbe sense in which it was used by the testator. At tbe. time of his death, be lived on a farm in tbe country, of course be used tbe term in a sense applicable to an agricultural or country residence. Farms are of various sizes, composed of one or more tracts. The word homestead is indeterminate, and *78impo.rts no specific quantity of land, but was employed, I apprehend, by the testator, in its then common acceptation to include all the land that was appurtenant to, used and considered by him as making up the farm which he cultivated, and upon which he resided. Yet it is apparent that when land is described in a will or a deed by a word so indefinite as that of homestead, and there is nothing in the context of the instrument to explain, satisfy, or otherwise render certain the description, cases may arise when it would be very difficult to ascertain how much land was embraced by, or passed under, such a designation, and hence the courts in all such cases would be justified in resorting to the proof of extrinsic facts for the purpose of determining the quantity or particular tracts devised under the will. Wigram Constr. of Wills, 8; 1 Greenl., §§ 280-298, inclusive.
In this case, against the objection of the plaintiffs, the defendants did resort to evidence aliunde to show that the tract of land in controversy was treated and regarded by the testator, while in life, as a part of his home-farm, and the introduction of this testimony was not error; but taken in connection with the whole context of the will, show quite conclusively that the testator considered said land a part of his homestead, and as such, under the contingency named, did in fact pass by the words of the will to the executors. Let us consider the language of the will that gives color and support to this hypothesis, to appreciate the full force of which, it is necessary to have some idea of the relative position of the several tracts that made up the farm of the decedent.
It was composed of several prairie tracts, located in five distinct quarters of sections seven and eight, township sixtynme, range two, west, amounting to 210 acres, more or less, all contiguous, on one of which was situated the decedent’s dwelling; and of two timber tracts on the river, immediately *79below tbe south bpundary line of the city of Burlington, situated in fractional sections four and nine, iiTthe same township and range. These two timber tracts were separated from the prairie tracts by a strip of land sixty rods wide, which at one time belonged jointly to the-testator and one J. M. Wade. In conveying to the said J. M. Wade -his undivided moiety in said strip, the testator reserved a private pass-way,- twenty feet wide, between - his prairie and timber tracts. By this private pass-way he preserved his connection with, and access to, his woodland, which supplied him with fuel and timber requisite for the úse'and enjoyment of his farm. - ■ -■ :
Besides the land herein referred' to, the testator, at the time of his decease, owned certain lots in the towns of Burlington and Mount Pleasant, and in his will he directed his executors to sell these lots to the highest bidders;' also to lay off in lots and sell in the same- way, and on the same terms, his fractional section four, which was a small triangular piece of land, situated between the 'south line of Burlington, and the tract of land now in dispute, and which we have heretofore referred to as one of the timber tracts of the farm, but which, as a matter of fact, was "further removed from the dwelling of the deceased than the land now the subject of litigation. Then comes the next two clauses of the- will, which read as follows: '
“ I will and bequeath to my wife Catharine, during her widowhood, all my homestead tract of land, whereon I now reside, except said fractional section four above named, and at her. death, if she dies in a state of widowhood, the same to go to all my children, in equal parts. * * * In case my wife marries again, it is then my will and desire, that my said homestead tract of land be sold and conveyed by my executors in like manner as my above named real estate is directed to be sold, and that one-third of the proceeds of such sale of the said homestead tract be paid to my said *80wife as hers absolutely, and the residue to be equally divided among all my children.” . ■
Now, is there anything in this extract from the will, which shows that the testator intended to make a disposition by devise of this particular tract of land now in controversy ? Clearly, we think there is, for the reason that it bears the same relation to the testator’s farm and dwelling that fractional section four did, which was expressly excepted, as constituting, in the mind of the devisor, a part of his homestead, a word which he thought proper to employ as describing all the remaining land which had not been previously disposed of. This exception proves to our minds that the testator unquestionably regarded fractional section four as a part of his homestead; if so, the presumption is still stronger that he considered the fractional northwest quarter of section nine, also, as being a part of his homestead, because it was of closer proximity, and with it he had a direct communication by a private passway. This inference derives strength from the fact that if it was not ' devised or intended to be devised under the description of the term “ homestead,” then no disposition whatever was made of it, in the will of the testator, and this would be against the legal presumption that a man who undertakes to make a will, does not intend to die intestate as to any part of his property; and, say the authorities : “ The courts will construe wills so as to embrace all the testator’s property, if the words used, by any fair interpretation, or allowable implication, will embrace it.” Gurley v. Thompson, 2 Sneed, 387; Foust v. Ireland & Hurdle, 1 Jones (N. C.), 184.
The errors assigned in this case relate to the court’s refusal to give to the jury certain instructions, and the modification and giving of others, and the admission of certain testimony. The general tenor of the plaintiff’s instructions that were refused (besides being objectionable *81in form), was to give to the word “ homestead” a limited or strict construction, insisting that it ■ could only embrace a single tract of land, and that tract upon which the house in which the testator lived was situated, and especially that it could not take in a tract detached in any way from the home tract. To this view of the.subject our reply has already been made, to the effect that if the term “homestead” is susceptible of this restricted meaning, still it is manifest from the language and whole context of the will, as well as the extrinsic evidence offered, that it was not used in this sense, but in a more enlarged sense, which embraced the land in dispute, and that the rules of law require the courts to adopt the latter, in order to carry out the real intention of the party. Hence the instructions offered were properly refused.
So, again, we have already answered the objection to the oral testimony. It was founded upon the notion that the term homestead had a determinate, fixed signification, representing a specific tract or quantity of land, which could not be varied by oral testimony. Such, however, is not the case, and the evidence was properly admitted. '
In the trial of this cause, the defendants, with the leave of the court, severed, and the case was tried between the plaintiffs and the defendant, J. B. Edelen, who represented the Government of the United States, which was the real party and owner, for purposes of a Marine Hospital, of lots 15 and 16, parts of said disputed land.
The judgment rendered in favor of this defendant is accordingly
Affirmed.