McFadden v. Hefley

Citation5 S.E. 812,28 S.C. 317
PartiesMcFADDEN v. HEFLEY et al.
Decision Date28 March 1888
CourtUnited States State Supreme Court of South Carolina

Appeal from common pleas circuit court of Chester county; V. C PRESSLY, Judge.

Action by John C. McFadden, as administrator with the will annexed of J. Madison Hefley, asking for a construction of the will and for instructions how to proceed thereunder. The will is as follows: " South Carolina, Chester County. In the name of God, amen. I, J. M. Hefley, of the state and county aforesaid, being of sound and disposing mind and memory, do make and publish the following as my last will and testament: Item 1. I give, devise, and bequeath to my wife, Rebecca Hefley, during her life or widowhood, the plantation whereon I now reside, and at her death, or in the event of her marrying again, I give and devise the same to my son William Henry, to be held by him in trust for his own use and benefit, and for the use and benefit of all my other children by my said wife, Rebecca, equally; the said plantation to be the common homestead of all my said children so long as they may choose to occupy it as such, and, in the event of any of them removing therefrom, then the ones so removing are to be entitled to receive from the net proceeds of said plantation such amount as will equal that of those who remain thereon. My said son William Henry is to have the control and management of the said plantation. Item 2. I give and bequeath to my wife, Rebecca, all the horses mules, cows, hogs, wagons, farming implements, household and kitchen furniture, on said plantation, to have and to hold the same during her life or widowhood, and at her death, or in the event of her marrying again, I give and bequeath the same to my said son William Henry, on the same conditions and limitations, for the same purpose, as is set forth in the preceding item in regard to my real estate. Item 3. To my grandchildren, the children of Sarah Fudge, my deceased daughter, I give and bequeath one hundred dollars each, to be paid to them by my executors as they severally reach the age of twenty-one years. Item 4. To my daughter Margaret Nunnery I give and bequeath four hundred dollars, to be invested by my executors in a homestead, the title to which is to be made to the said Margaret Nunnery and the heirs of her body. Item 5. To my daughter Mary Simpson I give and bequeath four hundred dollars, to be invested in a homestead by my executors, the title to which is to be to the said Mary Simpson and the heirs of her body. Item 6. I direct that my executors, hereinafter named, shall not dispose of the stock I now hold in the National Bank of Chester and the Fishing Creek Manufacturing Company, but shall hold the same, and the dividends arising thereon shall be paid by them to my said wife, Rebecca, so long as she shall live, or so long as she shall continue a widow. At her death, or in the event of her marrying again, the executors shall collect the said dividends, and divide them equally among my children by said wife Rebecca. Item 6. I direct that my executors dispose of all my other property not herein specifically disposed of, and that they shall collect all moneys due me; that the same be deposited in the National Bank of Chester, or some other safe depository; and that the interest accruing thereon be used for paying expenses of schooling the children; and, further, that the said money so deposited be equally divided among the children of my wife Rebecca, to be paid to them severally as they reach the age of twenty-one years. Item 7. I appoint John Lyle and William Walker to be the executors of this, my last will and testament, hereby revoking all former wills by me heretofore made. In testimony whereof I have hereunto set my hand, and affixed my seal, this 11th day of July, A. D. 1883. J. M. HEFLEY." [L. S.] Rebecca Hefley, widow of testator, and her children by him, and also other children of testator by a former wife, were made defendants. From the construction placed upon the will by the circuit judge, Rebecca Hefley and her children appeal.

Wilson & Wilson and Henry & Gage, for appellants.

Giles J. Patterson and Glenn & McClure, for respondent.

McIVER J.

The questions raised by this appeal are as to the proper construction of the will of J. M. Hefley, deceased, a copy of which is set out in the case, and should be incorporated in the report of this case. In item 1 of the will testator devised to his wife, the defendant Rebecca Hefley, the plantation on which he resided, with limitations over to her children. In item 2 he gives to his said wife, with like limitations over to her children, "all the horses mules, cows, hogs, wagons, farming implements, household and kitchen furniture, on said plantation." In item 3 he gives to certain of his grandchildren $100 each. Item 4 is in these words: "To my daughter Margaret Nunnery I give and bequeath four hundred dollars, to be invested by my executors in a homestead, the title to which is to be made to the said Margaret Nunnery and the heirs of her body." In item 5 a similar provision is made for his daughter Mary Simpson in substantially the same language as that made for Margaret Nunnery in the fourth item. In item 6 the testator directs his executors not to dispose of his stock in the National Bank of Chester and the Fishing Creek Manufacturing Company, but to hold the same, and pay over the dividends arising therefrom to his wife, Rebecca, during her life or widowhood, and at her death or marriage divide said dividends among his children by his said wife, Rebecca. In the next item, which is also numbered 6, the executors are directed to dispose of all other property not specifically disposed of, collect all money due, and deposit the same in bank, "and that the interest accruing thereon be used for paying expenses of schooling the children; and, further, that the said money, so deposited, be equally divided among the children of my wife, Rebecca, to be paid to them severally as they reach the age of twenty-one years." The testator, having made no provision for the payment of his debts, doubtless supposed that he would leave none. It turns out, however, that such is not the case, and the controversy is as to what provision shall be made for the payment of the debts and legacies. The circuit judge held that items 1, 4, and 5 are devises of real estate, and as such are specific, and must therefore he provided for, after payment of the debts, before any provision can be made for any of the legacies, either general or specific. He also held that "the widow is entitled to receive the dividends on the stocks bequeathed in item 6 of said will, less so much thereof as may be required to pay interest accrued since death of testator. The remainder of the debts and expenses must be paid out of the corpus of the personal property bequeathed in items 2 and 6 of said will, and leave is hereby granted to plaintiff to sell so much of the same as may suffice to pay said debts and expenses, and the costs of this case. Nothing is left to satisfy the legacies of item 3 and of the second item 6." From this judgment Rebecca Hefley and her children appeal, upon the several grounds set out in the record, which raise, substantially, the following questions: (1) Whether items 4 and 5, which stand precisely on the same footing, are specific devises of real estate, and as such entitled to priority over specific legacies; (2) whether item 2 is a specific legacy; (3) whether...

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