Heilman v. Heilman

Decision Date15 September 1891
Docket Number16,130
Citation28 N.E. 310,129 Ind. 59
PartiesHeilman et al. v. Heilman
CourtIndiana Supreme Court

From the Vanderburgh Circuit Court.

Judgment is affirmed.

C. A De Bruler, for appellants.

J. E Iglehart and E. Taylor, for appellee.

OPINION

Miller, J.

This action involves a construction of the seventh clause of the will of William Heilman, deceased.

Several paragraphs of complaint and answer are contained in the record presenting the questions of its operation on real and personal property separately, but the construction we put upon the instrument renders it unnecessary to set out or further describe the pleadings.

The will is as follows:

"I William Heilman, of Evansville, Vanderburgh county, Indiana, of sound mind and memory, do hereby make and publish my last will and testament, hereby revoking all other wills and testaments heretofore by me made:

"First. I desire that all my just debts be paid out of my estate in the following manner: That all my outstanding accounts and claims, and notes held by me at the time of my death, be first used in discharging said debts.

"Second. I give and bequeath to my son George P. Heilman $ 10,000, in Louisville, Evansville and St. Louis consolidated 5 per cent. railroad bonds. Should I have parted or sold all said bonds, he is to have the market value in cash for said ten thousand bonds, whatever that may be, at the time of my death.

"Third. I bequeath to my son William Heilman one thousand shares ($ 50,000) of the capital stock in the Heilman Machine Works.

"Fourth. I bequeath to my son Frederick Carl Heilman twelve hundred shares ($ 60,000) of the capital stock of the Heilman Machine Works.

"Fifth. I bequeath and direct that my daughter, Mary Heilman Rosencranz, shall have lot nineteen (19), and the adjoining forty-six and one-quarter (46 1/4) feet of lot twenty (20) in the lower enlargement to the city of Evansville, with all the improvements thereon, for which she shall be charged $ 22,000 on her share of my estate.

"Sixth. To my dear wife, Mary Jenner Heilman, I give and bequeath all the rest of my property, real and personal, to be had and held by her during her natural life, and so long as she remains my unmarried widow. Should my said wife marry again, then she shall receive from my estate the amount and portion allowed her by law, and no more.

"Seventh. After the death of my dear wife all my estate, excepting the bequests herein made, shall be divided in equal shares among all my children, and should any of my children be dead, and have left children, then they shall be entitled to the distributive share of their parents.

"Eighth. Should, at any time after my death, my executor, or executrix, find that it will be to the best interest of my estate that any part of real estate thereto belonging be sold, then my wife, Mary J. Heilman, together with my sons George P. Heilman and William A. Heilman, jointly, shall have the right to sell my real estate belonging to my estate, and by their deed shall have the right to sell and convey the title in fee simple of such real estate.

"Ninth. I hereby nominate and appoint my wife, Mary J. Heilman, executrix, without bond, of this my last will and testament."

The appellants, who are the children of George P. Heilman, who is a living son, and one of the residuary legatees of the testator, claim that the remainder limited upon the life-estate of the widow is a contingent one, which, upon the termination of the life-estate, will vest in such children of such testator as may be then living, and the children of any child who may have died after the death of the testator, and before the termination of the life-estate. The appellee, who, since the death of the testator, has purchased specific portions of the legacy of George P. Heilman, contends that the legacy to him became vested at the death of the testator, and asks that her title to the same be quieted as against his children.

If the interest of George P. Heilman in the residuum was a vested one, he had a right to sell and transfer it to the appellee, and vest in her a good title to the same. Bunnell v. Bunnell, 73 Ind. 163; Fay v. Sylvester, 2 Gray, 171.

We do not think it necessary to examine the distinction to be found in the books between the rules of construction of wills relating to personal property and those where real estate alone is concerned. It may well be doubted whether such distinction longer exists in this State, the paramount object in either case being to arrive at, as far as possible, the intention of the testator. In referring to a similar distinction claimed, this court, in Holbrook v. McCleary, 79 Ind. 167, says: "It is certain, we think, that the reason thus given for the supposed distinction has long since ceased to exist, if it ever existed, in this State. Here, the testator's will of personal estate must be executed with precisely the same solemnity and formality as the will devising real estate; and there is no perceptible or practical difference in the operation of a will upon personal estate and upon real estate."

In any event, inasmuch as the same clause of the will operates on both real and personal property, if the bequest of real estate vests, the same construction will be applied to the personal estate. 2 Redfield Wills, 244; 2 Jarman Wills, 479 n. g; Jull v. Jacobs, L. R. 3 Ch. Div. 703; Farmer v. Francis, 2 S. & St. 505; Tapscott v. Newcombe, 6 Jur. 755; James v. Lord Wynford, 1 Sm. & Gif. 40.

The devise to the widow, contained in the sixth clause of the will, gives to her a life-estate in all the property of the testator not specifically devised. By the seventh clause the ulterior interest in the property, upon the determination of the intervening estate, is given to or divided among his children, but should any of his children be dead leaving children, they are to take the distributive share of the parent.

The distinction between vested and contingent estates is thus given in 2 Redfield Wills, 218, 6: "From a careful examination of this subject, it will be found, we think, that the question of vesting, or remaining contingent, depends upon whether the condition of the intervening estate determining, and the estate over taking effect, is one that must happen some time, and so as to give effect at some period to the second estate, or may never happen. If the former, then the second estate in remainder will always be regarded as vested. But in every case where the existence of the secondary estate is made dependent upon a contingency which may never happen, or never happen so as to allow of the vesting of the secondary estate, then the devise or bequest must be regarded as contingent, as well in its character as in regard to the time when it will come into operation."

The law favors the vesting of estates and will construe the terms of a will as creating a vested estate, if possible. Harris v. Carpenter, 109 Ind. 540, 10 N.E. 422. In Amos v. Amos, 117 Ind. 37, 19 N.E. 543, it is said: "We affirm, as an established principle, that the law not only favors the vesting of remainders, but it also presumes that words postponing the estate relate to the beginning of the enjoyment of the remainder, and not to the vesting of that estate. Davidson v. Koehler, 76 Ind. 398; Davidson v. Bates, 111 Ind. 391, 12 N.E. 687; Davidson v. Hutchins, 112 Ind. 322, 13 N.E. 106."

In Bruce v. Bissell, 119 Ind. 525, 22 N.E. 4 this language is used: "It is familiar law that, in the absence of a clear manifestation of the intention of the testator to the contrary, estates shall...

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