Not overruled or negatively treated on appealinfoCoverage
Court of Appeals of the State of New YorkJul 1, 1852
6 N.Y. 419 (N.Y. 1852)

Cases citing this case

How cited

  • Webb v. Sweet

    …The revisers advised the abolition of the rule in Shelley's case as being one "purely arbitrary and technical…

  • Matter of Thackeray

    …( Matter of Totten, 179 N.Y. 112; Matthews v. Brooklyn Savings Bank, 208 N.Y. 508; Matter of Brennan, 59…

lock 4 Citing caseskeyboard_arrow_right

July Term, 1852

Z. Knox, for appellant.

E.A. Brown, for respondents.

The plaintiff, who is the appellant here, brought his action against the defendants to recover damages for an alleged breach of the covenant of seisin contained in a deed of certain premises situated in the city of Rochester. The premises were originally owned and possessed by one Enos Stone, who, on the 20th day of September, 1813, made his last will and testament, by which he devised the premises in question with certain other premises to his daughter Olive Hall, wife of Moses Hall, "To have and to hold to the "said Olive during her life, and then to descend to the heirs of "her body and to their heirs and assigns forever." Enos Stone died in September, 1815, and on the 21st day of October, 1817, Olive Hall, with her husband Moses Hall, conveyed the premises in question to Caleb Lyon, covenanting that they were well seised of the said premises. Caleb Lyon died in September, 1835, and the lands descended to the defendants, who conveyed them to the plaintiff with covenants of seisin and good title. Olive Hall is dead, leaving heirs of her body.

The sole question presented for our consideration is, whether Olive Hall took under her father's will an estate for life, or an estate tail changed into a fee simple by virtue of the statute abolishing estates in tail, passed in 1786. It is undoubtedly true as a general rule, that in the construction of wills the intention of the testator as derived from the whole instrument is the governing principle of interpretation; but this rule is subordinate to another, which is, that where words and phrases have received a fixed legal interpretation by repeated decisions, such words and phrases, when employed by a testator in his will, are to receive such fixed legal interpretation as a long series of decisions has attached to them.

The rule in Shelley's case has been abolished by the revised statutes; but as the will in this case took effect before the year 1830, it is to be construed as the law stood before the enactment of those statutes. The substance of the rule in Shelley's case, (1 Coke, 104 a,) is, that "when the ancestor by any gift or conveyance "takes an estate of freehold, and in the same gift or "conveyance an estate is limited, either mediately or immediately, "to his heirs, in fee or in tail, the heirs are words of limitation "of the estate, and not words of purchase."

A similar definition in substance is given to this rule by Mr. Preston, in his elaborate treatise on estates. ( See 1 Prest. on Estates, 263, et seq.) By virtue of this rule the devise to Olive Hall for life, and to the heirs of her body and to their heirs and assigns forever, would create an estate tail in the said Olive, which the statute aforesaid converted into a fee simple absolute. This remainder in tail in the heirs of the body of the said Olive, the law vested in Olive herself, to prevent an abeyance of the inheritance so that both the estates were vested in the tenant for life. The rule is equally applicable to limitations in wills as to conveyances by deed, whenever the limitation gives the legal and not the mere trust or equitable title. The consequence of the application of this rule of construction to the devise in question is, that Olive Hall, being vested with an estate in fee simple absolute, possessed an unlimited power of alienation, and the heirs of her body could not question the title of him to whom the estate was conveyed. "Heirs of her body" being words of limitation and not of purchase, have no more power to prevent an alienation, than the ordinary words in a conveyance to a man and his heirs have to prevent a conveyance by a tenant of the freehold, who is the grantee named in the conveyance.

It is true that there are some exceptions to this rule. The only one however to which this case bears any analogy is stated in the following words by Chancellor Kent: "Where the testator "annexes words of explanation to the word heirs, as to the "heirs of A. now living, showing thereby that he meant by the "word heirs, a mere descriptio personarum, or specific designation "of certain individuals; or where the testator superadds "words of explanation, or fresh words of limitation, and a new "inheritance is grafted upon the heirs to whom he gives the "estate." (2 Kent's Com . 221.) In the case under consideration it will be observed that the devise gave to Olive, in terms, an estate for life with the inheritance to go to the heirs of her body and to their heirs and assigns forever, and the argument is, that the superadded words "and to their heirs and assigns "forever," show that the testator intended that the heirs of the body of Olive Hall should constitute a new stock of inheritance. In the case of Schoonmaker v. Sheely, (3 Denio, 485,) the chancellor, who delivered the prevailing opinion in the court for the correction of errors, considered the effect of a phrase precisely similar. The habendum clause of the devise in that case was as follows: "To have and to hold the said described lots, "c. unto my said son Benjamin during his natural life, and "after his decease to his heirs, and to their heirs and assigns forever." It will be perceived that the only difference between that case and the one before the court is, that in the former the first limitation after the devise to a tenant for life was to his heirs generally, instead of being to the heirs of his body. In that case the chancellor, after a full consideration of the question, comes to the conclusion that the superadded words are not such as to take the devise out of the rule established in Shelley's case. In Brant v. Gelston, (2 John. Cas. 384,) the language of the devise was in every material respect like that in the present case; and the principle of Shelley's case was held to control the construction of the words in that case. So too, the same principle was established in the case of Barlow v. Barlow, (2 Comst. 386,) where the language of the will was substantially like that in the case under consideration. We see therefore no reason for departing from a principle so often decided and so perfectly settled in our courts. The judgment should be affirmed.

Judgment affirmed.

An alternative to Lexis that does not break the bank.

Casetext does more than Lexis for less than $65 per month.