Roberts v. Lewis
14 S. Ct. 945 · 153 U.S. 367 · 1894 U.S. LEXIS 2190 · 38 L. Ed. 747
May 14, 1894 · Docket 1,044
Headnotes
Generated summaries- Headnote 1
The Nebraska statutes state that a devise of land is to be construed as conveying all the testator could lawfully devise, and that technical terms like “heirs” are not required to create a fee‑simple interest.
- Headnote 2
The will’s language, read with Nebraska’s statutory presumption, conveys the entire estate to the widow with unlimited power to dispose of it while she remains a widow, and the court held she may sell or convey an absolute title.
- Headnote 3
The clause “or whatever may remain” was intended to restrict the children’s interest to whatever residue exists after the widow’s lawful conveyances, rather than granting them a vested remainder in the whole estate.
- Headnote 4
The Court held that Nebraska’s statutes and the Nebraska Supreme Court’s decision in Little v. Giles supersede the earlier U.S. Supreme Court ruling in Giles v. Little, and therefore the former must be considered overruled.
- Headnote 5
The appellate court was instructed to follow Nebraska’s construction statutes and the Nebraska Supreme Court’s ruling, rejecting the earlier U.S. Supreme Court decision as the appropriate standard of review.
- Headnote 6
The statute quoted in the opinion states that every devise of land shall be construed to convey all the estate the testator could lawfully devise, unless it clearly appears the testator intended to devise a lesser estate. This creates a default fee‑simple interest.
- Headnote 7
The same statutory provision expressly says that the term ‘heirs,’ or other technical words of inheritance, shall not be necessary to create or convey an estate in fee simple, reinforcing the presumption that language of inheritance is not dispositive.
- Headnote 8
The will gives the widow complete ownership and authority to sell or convey the property during widowhood. Because the statute presumes fee simple and the language contains no clear limitation, the court concluded the interest is fee simple.
- Headnote 9
The court emphasized that the power to sell and convey absolute title is inherent in the language ‘full power… to dispose… so long as she shall remain my widow.’ This power is unrestricted except by the widowhood condition.
- Headnote 10
The Court read the clause as limiting the children’s share to the residue after the widow’s lawful conveyances, reflecting the testator’s intent to restrict their interest to what remains.
- Headnote 11
The opinion held that the prior U.S. Supreme Court case Giles v. Little must be considered overruled because Nebraska’s statutes and the Nebraska Supreme Court’s decision in Little v. Giles provide the controlling construction of the will.
- Headnote 12
The Court instructed that the Circuit Court of Appeals should be governed by the Nebraska Supreme Court’s decision rather than the former U.S. Supreme Court rule, and that its answers must reflect the fee‑simple construction of the widow’s interest.
- Headnote 13
The Nebraska statutory scheme states that a devise of land is to be read as conveying all the testator could lawfully devise, and technical inheritance terms are not required, creating a fee‑simple by default.
- Headnote 14
The language gives the widow complete ownership and the authority to dispose of the entire estate during her widowhood; the only limitation is the condition of remaining a widow, not the nature of the estate.
- Headnote 15
Because the grant includes “full power, right and authority to dispose,” the widow can sell or otherwise transfer an absolute title in any portion of the estate while she remains a widow.
- Headnote 16
The testator’s addition of “or whatever may remain” indicates he intended the children’s share to be whatever portion of the estate the widow has not disposed of, not a vested remainder in the entire estate.
- Headnote 17
The Court held that Nebraska’s construction statutes and the Nebraska Supreme Court’s decision in Little v. Giles supersede the earlier U.S. Supreme Court ruling in Giles v. Little, and appellate courts must follow the state authority.
Opinion
after stating the case, delivered the opinion of the court.
This certificate distinctly presents for decision the question (argued, but not decided, when this case was before this court at a former term, reported in 144 U. S. 653) of the construction of the will of Jacob Dawson, the material part of which was as follows:
“To my beloved wife, Editha J. Dawson, I give and bequeath all my estate, real and personal, of which I may die seized, the. same to be and remain hers, with full power, right and authority to dispose of the same as to her shall seem most meet and proper, so long as she shall remain my widow, upon the express condition, however, that if she should marry again, then it is my will that all of the estate herein bequeathed, or whatever may remain, should go to my surviving children, share and share alike.”
By the statutes of Nebraska, “every devise of land in any will hereafter made shall be construed to convey all the estate of the devisor therein, which he could lawfully devise, unless it shall clearly appear by the will that the devisor untended to convey a less estate;” and “the term ‘heirs,’ or other technical words of inheritance, shall not be necessary to create or convey an estate in fee simple.” Nebraska Comp. Stat. c. 23, § 124; c. 73, § 49.
In the opinion delivered by this court in a former case between different parties, and concerning other land, the second of those sections was not Referred to, and the first was imperfectly quoted (omitting the word “ clearly ” before “appear”) and was treated as of no weight; and it was held, reversing the decision of Judge McCrary in 2 McCrary, 370, that by the true construction of the will the widow “took under it an estate for life in. the testator’s lands, subject to be divested on her ceasing to be his widow, with power to convey her qualified life estate only; ” and that “ her estate in the land and that of her grantees- determined on her marriage with Pickering.” Giles v. Little, 104 U. S. 299, 300.
The Supreme Court of Nebraska, in a subsequent case, considered those sections of the statute as controlling the construction of the will, and making it clear that the widow took an estate in fee. Little v. Giles, 25 Nebraska, 321, 322. That court was also of opinion that the gift over to the children passed only that portion of the estate, real or personal, not disposed of by the widow during her widowhood; and upon the whole case concluded “ that the intention of the testator was to empower his widow to convey all of his real and personal estate, if she saw fit to do so, and, as she had exercised this right and power before her remarriage, the grantees under her deeds acquired all the title of the testator to such lands.” 25 Nebraska, 327, 328, 334.
The opinion of the Supreme Court of the State appears to have been formed upon full consideration of the difficulties of. the case; and is entitled to great weight, especially upon the construction of the statute of the State. Suydam v. Williamson, 24 How. 427427 .. And this court, on reconsideration of the ' whole matter, with the aid of the various judicial opinions upon the subject, and of the learned briefs of counsel, is of opinion that the sound construction of this will, as to the extent of the power conferred on the widow, is in accordance with the conclusion of the state court, and not with the former decision of this court, which must, therefore, be considered as overruled.
The testator’s primary object manifestly was to provide for his widow. He begins by giving her “ all my estate, real and personal,” which of itself would carry a fee, unless restricted by other words. Lambert v. Paine, 3 Cranch, 97. He then- says “ to be and remain hers,” which, upon any possible construction, secures to her the full, use and enjoyment of the estate, while she holds it. She is also vested, in the most comprehensive terms, “ with full power, right and authority to dispose of the same ” (which, as no less title has yet been' mentioned, naturally means the whole estate) “ as to her shall seem most meet and proper, so long as she shall remain my widow.” This last clause, so far as it controls the previous words, has full effect if construed as limiting the time during which the widow may have the use and enjoyment of the estate, and the power to dispose of it, and not restricting the subject to be disposed'of. The power thus conferred, therefore, in its own terms, as well as by'th'e general intent of the testator, gives her during widowhood the right to sell and convey an absolute title in any part of the estate; for it would be difficult, if not impossible, to obtain an adequate price for a title liable to be defeated in the hands of the purchaser by the widow’s marrying again.
That the power was intended to be unlimited in this respect appears, even more distinctly, by the terms of the next clause, by which, if she should marry again, the testator declares, it to be his will that “all of the estate herein bequeathed, or whatever may remain, should go” to his surviving children. By not using the technical word “ remainder,” or making the devise over include the entire estate at all events, but carefully adding, after the words “all the estate herein bequeathed,” the alternative “ or whatever may remain ” (which would otherwise have no meaning) he clearly manifests his intention to restrict the estate given to the children to whatever has not been disposed of by the widow; and there is nothing upon the face of the will, nor are there any extrinsic facts in this record, having any tendency to show that the power of the widow is less absolute over the real estate than over the personal property.
The cases of Smith v. Bell, 6 Pet. 68, and Brant v. Virginia Coal Co., 93 U. S. 326, relied on in support of the opposite conclusion, involved the construction of wills expressed in different language from that now before the court.
In Smith v. Bell, the testator bequeathed “ all his personal estate,” consisting principally of slaves, to his wife, “ to and for her own use and benefit and disposal absolutely, the remainder of said estate, after her decease, to be for the use of” his son; and the decision was that the wife took a life estate only, and the son a vested remainder. .The wife had made no conveyance of .the property; the words of the gift over were the technical ones “the remainder of my estate,”' appropriately designating the whole estate after the wife’s death; and the court distinctly intimated that, if the will were construed as giving the wife “ the power to sell or consume the whole personal estate during her life,”-a gift over of “ what remains at her death ” would be “ totally incompatible ” and “ void for uncertainty.” 6 Pet. 7878 .. But in the case at bar, the gift over is in express terms of “ whatever may remain.” If the intent expressed by these words can be carried out, the children take only what has not been disposed of. If the clause containing them is repugnant and void, the view of the Supreme Court of Nebraska that the widow took an estate in fee is'fortified. See Howard v. Carusi, 109 U. S. 725; Potter v. Couch, 141 U. S. 296, 315, 316.
In Brant v. Virginia Coal Co., the bequest which was held to give a life estate, and no power to convey a fee, was only of the testator’s estate, real and personal, to his wife, “ to have and to hold during her life, and to do with as she sees proper, before her death.” 93 U. S. 327.
The numerous cases cited in the briefs have been examined, _ and show that the general current of authority in other courts is in favor of our present conclusion; but, as they largely depend upon the phraseology of particular wills, it would serve no useful purpose to discuss them in detail.
It is unnecessary to express a positive opinion upon the question whether, under this will, the widow took an estate in fee; for if she took a less estate with power to convey in fee, the result of the case, and the answers to the questions certified, must be the same as if she took an estate in fee herself.
For the reasons above stated, this court is of opinion that the will of Jacob Dawson did give his widow such an estate in lands in Nebraska of which he died seized, that she could during her widowhood convey to third persons an estate in fee simple therein; and that the Circuit Court of Appeals, in determining the nature of the estate vested in her by the will in such lands, should be governed, not by the former decision of this court in Giles v. Little, 104 U. S. 291, but by the decision of the Supreme Court of Nebraska in Little v. Giles, 25 Nebraska, 313.
The result is, that the first question certified must be answered accordingly; that the second question must be an- • swered in the affirmative; and that the third question must be answered in the negative; and that these answers be
Certified to the Gi/rouit Gourt of Appeals.