MCCAFFREY v. MANOGUE(1905)
[196 U.S. 563, 564] The question involved in this case is the construction of the will of Hugh McCaffrey, deceased. It was duly admitted to probate, and recorded in the supreme court of the District. It is as follows:
Washington, District of Columbia,
April Thirtieth, 1896
In the name of God, being now in good health and sound in mind and body I hereby certify and declare this to be my last will and testament, hereby annulling and revoking any and all wills previously made.
I give and bequeath to my daughter Mary A. Quigley house number 301 at southwest corner of 11th and C streets southeast, being in lot number 5 in square 970, with the store and dwelling, stock and fixtures, and lot on which it stands, also houses numbers 13 and 15 6th street southeast with lots on which they stand, being parts of lots 19 and 20 in square 841, also any money in bank to my account at the time of my death, also any money due to me, also any building association stock. She is to pay funeral expencies and any other legal debts I may own, also to care for my lot in Mount Olivet cemetery.
I give and bequeath to my son, James B. McCaffrey, house number six hundred and two (602) East Capitol strcet and lot on which it stands, being in lot number ten (10) in square number eight hundred and sixty- eight (868).
To my son, William H. McCaffrey, I give and bequeath house 604 East Capitol street, being in lot number ten (10), in square number eight hundred and sixty-eight (868) and lot on which it stands.
To my daughter, Lizzie Manogue, I give and bequeath house number fourteen hundred and twenty-three (1423) Corcoran street, N. W., and lot on which it stands, being lot number fifty-four (54) in square number two hundred and eight (208).
2. To my son, Francis T. McCaffrey, I give and bequeath house five hundred and ninteen (519) East Capitol street, and [196 U.S. 563, 565] lot on which it stands, being part of lot number (20) in square eight hundred and forty-one (841), also my horse and buggy.
And to my grandson, Frank Foley, I give and bequeath house number one hundred and twenty-one (121) Eleventh street, S. E., being in lot number fourteen (14), square number nine hundred and sixty-eight (968 ), and lot on which it stands.
To my grandson Joseph Quigley, I give and bequeath my watch and chain.
I hereby name and appoint as executors of this my last will and testament, John E. Herrell and Patrick Maloney.
All the real estate herein described is located in the city of Washington, District of Columbia.
Hugh McCaffrey. [Seal.]
The devisees in the will were the only heirs of the testator.
On the 10th of July, 1897, Mary A. Quigley died, leaving surviving four children, the appellants Catherine L., Margaret, Mary, and Joseph Quigley. Edward Quigley, her husband, also an appellant, survived her. She left a will, which was duly admitted to record, by which she devised all her estate to Catherine L. and Edward Quigley, in trust for her children. Francis T. McCaffrey, son of Hugh, and one of the devisees in the latter's will, died October 20, 1898, leaving as heirs at law his brothers and sisters, the children of his deceased sister, Mary A. Quigley, and his nephew, Frank Foley. He left a will, by which he devised and bequeathed all of the property to his sister, Lizzie C. Manogue, and his brothers William A. and James B. McCaffrey, 'absolutely and in fee simple, according to the nature of the property, as tenants in common, but not as joint tenants.' At the time of his death he was seized and possessed of the real estate devised to him by his father.
James B. McCaffrey has sold and conveyed the lot devised to him to the respondent George W. Manogue. Upon an attempt to sell the property devised by Francis T. McCaffrey, a doubt was raised as to the extent of the interest devised to him [196 U.S. 563, 566] and the other devisees by the will of H. McCaffrey,-whether an estate for life or in fee simple. This suit was brought 'to have it determined what estate each of the said devisees took thereby, and to have their title quieted as against any person or persons who may claim adversely to the same as heirs of said Hugh McCaffrey, or under such heirs.'
It was decreed by the trial court that only life estates were devised by the will, and the decree was affirmed by the court of appeals. 22 App. D. C. 385.
Arthur A. Birney, O. B. Hallam, and Henry F. Woodard for appellants.
[196 U.S. 563, 567] Messrs.Edwin Forrest and A. A. Hoehling, Jr., for appellees.
Mr. Justice McKenna, after stating the case, delivered the opinion of the court:
It will be observed that the devises are expressed in exactly the same way. To Mary A. Quigley, however, there are given several pieces of real estate, the money of the testator in bank, and his building association stock. She is charged with the payment of the testator's funderal expenses and debts; also with the care of his cemetery lot. Nevertheless, neither of the lower courts distinguished between the devisees,-to all was applied the rule of law that a devise of land, without words of limitation or description, gives a life estate only. The court of appeals held that the charge or burden upon Mary A. Quigley to pay the funeral expenses and debts of the testator was offset by the gift to her of personal property. It is insisted that the ruling is contrary to the decision in King v. Ackerman, 2 Black, 408, 17 L. ed. 292. It is there said: 'The rule of law which gives a fee where the devisee is charged with a sum of money is a technical dominant rule, and intended to defeat the effect' of the artificial rule established in favor of the heir at law, that an indefinite devise of land passes nothing but a life estate. It was, however, apparent to the court of appeals that to follow King v. Ackerman would not execute the intention of the testator by opposing one technical rule by another, but would discriminate between his heirs, and destroy the equality between them which it was the purpose of the will to create. To effect this equality the court selected not the 'dominant rule,' whose virtue this court pointed out, but the other, regarding it the most commanding. It is altogether a strange tangle of technicalities. Apply either of them or both [196 U.S. 563, 569] of them, and we defeat the intention of the testator. Are we reduced to this dilemma? We think not; nor need we dispute the full strength of the rule in favor of the heir at law. It is not an unyielding declaration of law. It cannot be applied when the intention of the testator is made plain. It cannot be applied when the purpose of the testator, as seen in the will, cannot be carried out by a devise of a less estate than the fee. Bell County v. Alexander, 22 Tex. 350, 73 Am. Dec. 268. The policy of the law in favor of the heir yields, we repeat, to the intention of a testator if clearly expressed or manifested. That policy, the reason for it and the elements of it, is expressed strongly by Mr. Justice Story in Wright v. Denn, 10 Wheat. 204, 227, 228, 6 L. ed. 303, 309:
We think the intention of McCaffrey is 'put in a clear and unambiguous shape.' He intended to dispose of his whole estate. It is true there is no introductory clause expressing such intention, but there is no residuary clause indicating that he intended to pass less than all of his estate. And all of his heirs at law were his devisees. In other words, the very heirs for whom the rule is invoked are those among whom he distributed his property, and surely he intended a [196 U.S. 563, 570] complete distribution,-to vest in each the largest interest he could give, not assigning life estates with residuary fees to the very persons to whom such life estates were devised. In other words, making each heir the successor of the other and of himself. It was evident to the court of appeals-it is evident to us-that he intended to make his heirs equal. Of this purpose the charge upon his daughter, Mary A. Quigley, is dominantly significant, not only in effect, but in its expression. She is given a greater quantity of real estate than the other devisees. She is given personal property besides; 'But,' declared the testator, 'she is to pay funeral expenses and other legal debts I may owe, also to care for my lot in Mount Olivet Cemetery.' That charge was not intended to enlarge the quantity of interest in the real estate devised in the sense contended for, but to make an equality between her and the other heirs and devisees, and, we repeat, that was his especial purpose. In other words, he gave her more property, not a larger interest in it. The devise to his grandson, Frank Foley, shows how carefully the testator regarded his heirs. Surely, as he regarded that grandchild as inheriting the rights which his mother might have inherited, he did not intend a disposition of his property which precluded his other grandchildren of inheriting through their parents. And this will be the result if the appellees are right. No devisee possesses an estate which can be devised to or inherited by his or her children.
Against the effect of the heirs at law of the testator being also his devisees, it may be said that it has been held that, though a testator has given a nominal legacy to his heir, or declared an intention to wholly disinherit him, the inflexibility of the rule in favor of the heir has been enforced. Frogmorton ex dem. Wright v. Wright, 2 W. Bl. 889; Roe ex dem. Callow v. Bolton, 2 W. Bl. 1045; Right v. Sidebotham, 2 Dougl. K. B. 59; Roe ex dem. Peter v. Daw, 3 Maule & S. 518.
In Right v. Sidebotham, Lord Mansfield felt himself constrained to enforce the rule, but he observed in protest: 'I [196 U.S. 563, 571] verily believe that, in almost every case where by law a general devise of lands is reduced to an estate for life, the intent of the testator is thwarted; for ordinary people do not distinguish between real and personal propeerty. The rule of law, however, is established and certain, that express words of limitation or words tantamount are necessary to pass an estate of inheritance.' And he hence concluded that words tending to disinherit the heir at law, unless the estate is given to some one else were not sufficient to prevent the heir from taking.
Lord Ellenborough, in Roe ex dem. Peter v. Daw, followed the rule, and declared also that he thereby probably defeated the intention of the testator. It is a strange conclusion from the facts, and needs the sanction of those great names to rescue it from even stronger characterization. Lord Mansfield spoke in 1781, Lord Ellenborough in 1815. We cannot believe, if called upon to interpret a will made in 1896, when the rights of heirs are not so insistent, and the rule in their favor lingers, where it lingers at all, almost an anachronism,-when ownership of real property is usually in fee, and when men's thoughts and speech and dealings are with the fee,-they would hold that the purpose of a testator to disinherit his heirs could be translated into a remainder in fee after a devise of a life estate to another.
But, perhaps, even the severe technicality of those cases need not be questioned. In the construction of wills we are not required to adhere rigidly to precedents. We said in Abbott v. Essex Co. 18 How. 202, 213, 15 L. ed. 352, 355:
To like effect is Cook v. Holmes, 11 Mass. 528, where the will passed on contained the following devise: [196 U.S. 563, 572] 'Item. To his grandson Gregory C., only child of his son Daniel C., deceased, a certain piece of land in Watertown, containing about 6 acres.' The will contained devises to other sons of pieces of real estate, charging them with payment of certain legacies. The will concluded as follows: 'The above-described legacies, together with what I have heretofore done for my children and grandchildren, make them nearly equal, and are their full portions of my estate.'
The will, therefore, is similar to the will in the case at bar. Equality between the devisees is as much the purpose of one as the other, though it is expressed in one and deduced as an implication in the other. Chief Justice Parker, in delivering the opinion of the court said: 'The quality of the estate which Gregory C. took by the devise must be determined by the words of the will, taken together, and receiving a liberal construction, to effectuate the intention of the testator as manifested in the will.'
Further: 'The words of the particular devise to Gregory, considered by themselves, certainly give no inheritance.' And stating the rule of law to be, as contrasted with the popular understanding, 'that such a devise, standing alone, without any aid in the construction from other parts of the will, would amount only to an estate for life in the devisee,' added:
From these views it follows that the decree of the Court of Appeals must be, and it is, reversed, and the case is remanded to that court with directions to reverse to decree of the Supreme Court, and remand the case to that court, with directions to enter a decree in accordance with this opinion.
Mr. Justice Peckham dissents.