Opinion · Supreme Court of Iowa
Archer v. Jacobs
Archer v. Jacobs, 125 Iowa 467 (Iowa 1904)
- Type
- Opinion
- Court
- Supreme Court of Iowa
- Jurisdiction
- Iowa
- Date
- 1904-10-27
- Topic
- estate-planning
Weaver, J. This appeal is from á judgment ren*469dered against plaintiff upon demurrer to his petition. The facts disclosed by said pleading may be stated as follows: Plaintiff, claiming to be the owner of a 160-acre tract of land situated in Emmet county, Iowa, entered into a written contract to convey the same in fee simple to the defendant. Thereafter, in alleged pursuance of said contract, plaintiff offered and tendered to the defendant his warranty deed of the land, and demanded payment of the agreed price; but defendant refused to receive or accept,the conveyance of to pay the agreed price on the ground that the title thus tendered was not marketable, and thereupon this suit was begun to enforce a specific performance. The plaintiff’s title is derived as follows: In the year 1865 the land was patented by the United States to William H.
Citator
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This appeal is from á judgment ren
Plaintiff, claiming to be the owner of a 160-acre tract of land situated in Emmet county, Iowa, entered into a written contract to convey the same in fee simple to the defendant. Thereafter, in alleged pursuance of said contract, plaintiff offered and tendered to the defendant his warranty deed of the land, and demanded payment of the agreed price; but defendant refused to receive or accept,the conveyance of to pay the agreed price on the ground that the title thus tendered was not marketable, and thereupon this suit was begun to enforce a specific performance.
The plaintiff’s title is derived as follows: In the year 1865 the land was patented by the United States to William H. English, of the State of Indiana, and the title remained in him, unincumbered, until his death, on February 7, 1896. He left a will, which was duly probated, disposing of an estate of over a million dollars, much of which was in landed property. By the terms of his will, after providing for a few minor legacies, the residue of the estate, including the land in controversy, was devised to his descendants. He left no surviving widow, and the devisees hereinafter named constituted all his surviving heirs and next of kin. The residuary devise to which we have referred is in the following words:
(8) All the rest and residue of my estate, real, personal and mixed and wherever the same may be situated I give and bequeath to my beloved children and grandchildren in the proportion following, that is to say:
To my son, William E. English, of my said estate.
To my grandson, William English Walling, % of my said estate.
To my grandson, Willoughby George Walling, % of my said estate.
To my daughter,'Rosalinda English Walling, mother of my said grandsons, ]4 °f my said estate, to have and to hold the same' for and during her natural life with the right to
The Vs of my estate in this item bequeathed directly to my grandson, William English Walling, and the Vs °f mv estate bequeathed to my grandson, Willoughby George Walling, are to be paid to my said grandsons, with the earnings and accretions thereof, as' they shall each arrive at the age of 21 years, but each shall be supported and educated out of the same before that time, I mean that their Vs shall be paid or set off to each.
(9) In the event of the death without issue of my grandson, William English Walling, or my grandson, Willoughby George Walling, before receiving the bequest made to them by this will of the % to each of my estate, the share such grandson would have received, had he lived, shall go to my said daughter, Rosalinda English Walling, subject to the same conditions as the bequest hereinbefore made to her. But if either.of my said grandsons shall marry and die before receiving the bequest of % of my estate leaving child or children by such marriage, then such child or children shall be entitled to the share the parent would have received, had such parent lived.
(10) I hereby appoint my son, William E. English, and my daughter, Rosalinda English Walling, the Executrix and Executor of this Will and request that no bond shall be required of them above the amount of the specific money bequest made herein by paragraphs No. 2, 3, 6 and 7.
The estate has been fully administered, and the executors discharged. After the death of the testator, the devisees mentioned in the will, William E. English and Rosalinda E. Walling, acting in their own right, and William English Walling and Willoughby George Walling (then being min
I. It will be observed from the foregoing showing that the title of William H. English at the date of his death was perfect, and that all persons in being, having any present or contingent interest of any kind in said land under his will, have conveyed the same, either mediately or immediately, to the plaintiff. It follows, therefore, that plaintiff’s title is also good, unless we are required to hold that the several estates devised by the testator to his children and grandchildren specifically named in the will, or to some of them, are so limited or restrained that, when all are combined or merged by proper conveyances in a common grantee, they
The distinction between vested and contingent remainders has been the subject of frequent consideration by courts and text-writers from an early day in the development of the common law. In the statement of general rules and definitions there is no great diversity of opinion, but in their application to cases there is considerable confusion. We will here make no attempt to collate, contrast, or reconcile-inharmonious decisions, but content ourselves with reference-to some of the authorities on which we base our conclusions. Thus far in the legal history of Iowa the courts have rarely been called upon to consider the more intricate phases of the common law of real estate titles, the result being that even to the professional ear the technical words and archaic expressions with which the literature of that law abounds are
1. Remainders. In the case by which we have just illustrated the definition of “ remainder,” the estate or interest of C. in the land is not suspended during the lifetime of B., but his remainder vests at the same instant and by the same gran£ ag ¿oes life estate in B. In legal effect, the fee in'the land passes directly from A. to C., subject to the life estate of B.; and although O. cannot enter upon the possession, usé, or enjoyment of the property until B.’s estate is terminated, yet the fee, less the life estate, -is in -him, and will descend to his heirs if he die before corn-hag
2. contingent remainders. According to Chancellor Kent (4 Commentaries, 206), a contingent remainder is one which is so limited by the terms of .the deed or will creating it “ as to depend on an event or condition which is 'dubious and uncer|.a£n^ may never happen or be performed, or not until after the determination of the particular estate.” It is not the uncertainty of enjoyment in the future, but the uncertainty of the right to that enjoyment, which marks the difference between a vested and contingent interest. ITor instance, in the illustrative example which we have been using, if the remainder, instead of being given or (to use the language of the books) “ limited ” to C., had been limited “ to the first son hereafter born to C.,” or to “ O. when he shall have graduated from the university,” the remainder thus created would be classed as contingent, because in each case the contingency upon which it is to take effect may never occur, or it may not occur until after the life estate has terminated, and in either event the remainder is extinguished. In other words, the remainderman must be qualified and entitled to take the possession immediately upon the termination of the life tenancy, or he can never
Like all other attempts to reduce the law upon any subject to a single proposition, this statement is-probably subject to some seeming exceptions, and it has not escaped criticism at the hands of a few law writers; but it has the support of most distinguished authority, and is very generally adopted by the courts. 4 Kent’s Commentaries, 202; 2 Cooley’s Blackstone, 164, note; 1 Preston’s Estates, 70; 1 Fearne’s Remainders, 216; 2 Washburn, Real Property, 1541; 2 Pingrey, Real Property, 995; Anthracite Bank v. Lees, 176 Pa. 402 (35 Atl. Rep. 197); Croxall v. Sherrerd, 5 Wall. 268 (18 L. Ed. 572); Bruce v. Bissell, 119 Ind. 530 (22 N. E. Rep. 4, 12 Am. St. Rep. 436); Brown v. Lawrence, 3 Cush. 390; Moore v. Littel, 41 N. Y. 72; Vandyke’s Adm’r v. Vanderpool’s Adm’r, 14 N. J. Eq. 198; Williamson v. Field’s Ex’rs, 2 Sandf. Ch. 553; Schuyler v. Hanna, 28 Neb. 601 (44 N. W. Rep. 731, 11 L. R. A. 321); Mer. Bank v. Ballard’s Assignee, 83 Ky. 481 (4 Am. St. Rep. 160); Thaw v. Ritchie, 5 Mackey, 200; Kumpe v. Coons, 63 Ala. 452; Smith v. West, 103 Ill. 332; Cruger v. Heyward, 2 Desaus. (S. C.) 94; Davis v. Laning, 85 Tex. 39 (19 S. W. Rep. 846, 18 L. R. A. 82, 34 Am. St. Rep.
3. VESTED REmainders. It is also the well-settled doctrine that courts always hold a remainder to be vested if the same can be done without manifest violation of the intention of the donor. 1 Eearne’s Remainders, section 200; 1 Kent’s Commentaries, 203; Davidson v. Bates, 111 Ind. 391 (12 N. E. Rep. 687); Straus v. Rost, 67 Md. 465 (10 Atl. Rep. 74); Sager v. Galloway, 113 Pa. 500 (6 Atl. Rep. 209); Scott v. West, 63 Wis. 520 (24 N. W. Rep. 161, 25 N. W. Rep. 18); Scofield v. Olcott, 120 Ill. 362 (11 N. E. Rep. 351).
4. Same. The uncertainty whether the remainderman will outlive the life tenancy and come into the actual possession does not make the remainder contingent, for that is a contingency which attaches to all remainders of every kind, or, as the rule is generally stated, it is not the certainty of possession and enjoyment which distinguishes a vested remainder, but it is the certainty of the right to the future enjoyment if the remainderman lives until the life tenancy terminates. Lehndorf v. Cope, 122 Ill. 317 (13 N. E. Rep. 505); Mer. Bank v. Ballard’s Assignee, 83 Ky. 481 (4 Am. St. Rep. 160); Saxton v. Webber, 83 Wis. 617 (53 N. W. Rep. 905, 20 L. R. A. 509).
6. Termination of REMAINders. As already intimated, if a remainder be contingent, and the contingent event does not occur until after the expiration of the life tenancy, the remainder is extinguished, because it is an invariable principle that a re- . ... . . mamder cannot exist without a particular estate to support it, and, if the particular estate expires before the remainderman is qualified to take possession, t|ie remainder expires with it. In this connection it is to be further noted that a life tenancy may be' terminated in other ways than by the death of the tenant. At common law such estate could be prematurely terminated by an attainder of the tenant thus working a forfeiture to the crown, or by the
6. Wills: vested remainders. B'earing these rules in mind, let us now return to the will of William H. English, through which the title in controversy is traced. After giving one-half his estate to his .son, William E., and one-eighth each to his two grandsons, he gives the remaining one-fourth to his daughter, the mother of said grandsons, for life, and upon her death to go “ share and share alike to her children, or if there be grandchildren to them shall go the share the parent would have received, if living. If she should die leaving neither children nor grandchildren, then the % of my estate last mentioned * * * shall go to my son, William E. English, or if he be dead leaving child or children, then to it or them.” The daughter and her two sons were all living at the death of the testator. Upon his de
To this it is objected that the remainder provided by the will is not given specifically or by name to. the two sons, but to Mrs. Walling’s children as a class, and that she may yet have other children who will be entitled to share in'the remainder, and. this possibility creates an essential uncertainty as to the persons upon whom it will finally fall. But a remainder over to a class, any member of which is in being at the time the will goes into effect, is quite generally held to vest at once upon the death of the testator, notwithstanding the possibility of after-born persons who may be entitled to share in the remainder. Under such circumstances the remainder is said to open to let in those of the class who come into being during the continuance of the particular estate, but the remainder is none the less vested so long as there is any of the class in esse, for such child or children have the capacity to succeed immediately and unconditionally to the possession, should the life tenancy determine. 2 Washburn, Real Property, sections 1533, 1545; 1 Tiffany, Real Property, page 291; Tiedeman, Real Property, (Enl. Ed.) section 402; Waddell v. Waddell, 99 Mo. 338 (12 S. W. Rep. 349, 17 Am. St. Rep. 575; Doe v. Considine, 6 Wall. 458 (18 L. Ed. 869); Amos v. Amos, 117 Ind. 19
7. same. It is next said that the remainder is contingent because “there is no certainty that Willoughby George Walling or William English Walling — either one or both — will sur- ' vive their mother. There is no certainty that they will have issue, or, if they have issue, that such issue will survive Mrs. Walling.” But none of these contingencies affect the vesting of the remainder in the sons, as the only representatives in being of the class to which the remainder is given. It is true, the will is open to such construction that the remainder vested in the sons of Mrs. Walling may be divested by their death pending the continuance of the life estate; but, as will be noted by reference to cases last above cited, and many others to the same effect, this does not render the remainder contingent, for up to the last moment of their lives their capacity to take the possession, were it to become- vacant, is unimpeachable. Thaw v. Ritchie, 136 U. S. Rep. 546 (10 Sup. Ct. 1037, 34 L. Ed. 531); Dodd v. Winship, 144 Mass. 464 (11 N. E. Rep. 588); Kan. City Land Co. v. Hill, 87 Tenn. 589 (11 S. W. Rep. 797, 5 L. R. A. 45); Penn Ins. Co.’s Appeal, 109 Pa. 489 (1 Atl. Rep. 83). As far as the will attempts to limit any interest to children not yet in being, it is uncertain both as to the event and to the person, and such interest is therefore clearly contingent; but, as far as it limits the remainder to persons now in being, and ready to take if the possession' become vacant during their lifetime, it is vested. 2 Eearne, Rem. section 180.
It is next said that, even conceding these general doc
In Kinkead v. Ryan, 64 N. J. Ch. 454 (53 Atl. Rep. 1053), the words creating the remainder are (having first provided a life estate for the wife) : “ After the death of my said wife I give, devise and bequeath all my estate unto my beloved children [naming them], and any other child that may be bom hereafter share and share alike and to their heirs and assigns forever. * * j£ any 0£ my said children should die before my said wife then it is my will that upon my wife’s death the share of my estate which woxild have gone to such deceased child, shall go to the heirs at law of such deceased child.” These words were held insufficient to postpone the vesting of the remainder in the children in esse. In Beatty’s Adm’r v. Montgomery’s Ex’x, 21 N. J. Eq. 324, the same construction was given to the
Our conclusion that the remainder, vested in the two sons of Mrs. Walling is not inconsistent with the decision in Taylor v. Taylor, 118 Iowa, 407, on which appellee relies. The controversy in that case turned very largely upon the question whether, in the gift of a remainder “to be equally divided between my children or their heirs,” the word “ or ” was to be construed as “ and.” A majority of the court found that ,the testator used the disjunctive advisedly, and intended to suspend the vesting of the remainder until the death of the life tenant. The definitions there given of vested and contingent remainders are in harmony with the rules we have approved in this opinion, and, if applied to the facts now before us, would necessitate the same conclusion we have here reached. Without prolonging this phase of the discussion, we have to say that due respect to the overwhelming weight of authority requires us to hold that upon the death of William H. English .the two sons of Mrs. Walling became at once vested with the remainder in fee to the property in which their mother took a life estate.
It was always possible to defeat a contingent remainder at common law by destroying the particular estate before the happening of the contingency upon which the interest was to become vested. 2 Washburn, Real Property, section 1544. In some and perhaps in most of the States, statutes have been enacted to regulate or prevent such elimination of contingent interests, but in the absence of such enactments the courts very generally recognize the effect of a surrender or merger of a life estate as at common law. A merger takes place whenever a greater and a lesser estate in
In the Field Case, above cited, as in this case, the mother took a life estate, with remainder over to her children generally. At the death of the testator there was one child of
III. Counsel have given considerable attention to the division of property made between the devisees of William II. English, and to the effect, if any, which such'division has upon the contingent rights attaching to the one-fourth interest or share in which Mrs. Walling was given a life estate. The conclusion already announced deprives this question of controlling importance, and we need not stop to consider it.
Holding as we do that the union in plaintiff of the life estate and the vested remainder vests in him an indefeasible title, it follows that the decree of the district court must be, and it is, reversed.