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Willett v. Carroll

Thomas H. Willett, and Sally Maria Willett his Wife v. Mary Carroll

Willett v. Carroll, 13 Md. 459 (1859)
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Court
Court of Appeals of Maryland · State Highest Courts
Decided
May 31, 1859
Judges
Bartol, Eccleston, Grand
Citations
13 Md. 4591859 Md. LEXIS 40
Headnotes
A testatrix devised a farm called “ Greene’s Inheritance” to W in fee, and then, after giving some personal property to C, added: “Item. I do hereby will and direct that the said C shall have a home, during her natural life, on the farm hereinbefore bequeathed unto W.” Held: 1st. That this devise of a “home” is not void for uncertainty, nor is it confined to a mere room and shelter in the house on the farm, but extends to the board and maintenance of the devisee, and is a charge upon the land therefor. 2nd. The sum to be awarded the devisee, as an annuity, chargeable on the land, must bear a proper relation to the product of the latter; the standard of her right is the value of the home, as she was habituated to it in the house of the testatrix. 3rd. In estimating this sum regard must be had to the manner and mode of life of the devisee up to the death of the testatrix, the relative situation of the parties, according to the position they maintain in society, the condition and habits in life of the testatrix and the devisee, the extent of the estate, the mode of living of the parties, so far as expensiveness or economy is concerned, and the practice and habits of the persons with whom they associate.
Summary
Appeal from the Equity side of the Circuit Court for Charles county. Teresa A. Coomes, of Charles county, by her will, executed in January 1854, and admitted to probate in May 1854, devised, in fee, “'Unto Sally Maria Willett, the farm on which” the testatrix resided, called “Greene’s Inheritance,” containing one hunded and seventy acres, and, in consideration” of this devise, made a charge upon the said Sally of the sum of forty dollars, annually, to be paid unto Nicholas Coomes.” She then bequeathed to the said Sally, certain slaves and other personal property. She also gave unto Mary Carroll two negro slaves, and one bed and furniture, and then added: “Item. 1 do hereby will and direct, that the said Mary Carroll shall have a home during her natural life, pn the farm hereinbefore bequeathed unto S.ally Maria Willett.” Ájd the rest and residue of her property the testatrix bequeathed to the said Sally Maria Willett and Mary Carroll, to be equally divided between them. Mary Carroll, the above named legatee, filed her bill in this pase, on the 6th of April 1857, against the appellees, alleging that, during the life of the testatrix, the complainant and the said Sally Maria lived with the testatrix in the mansion house pn said farm, and that they were all equally supported and maintained by the product thereof; and that, it was the intention of the testatrix, by the bequest of a “home,' on said farm, tp give to the .complainant a support, maintenance and shelter, by the use of th.e mansion house on said farm, and also by the occupation and use of the usufruct of the farm, so far as should b,e necessary to her supply with food .and raiment, and a house for shelter; that after the death of the testatrix, the complainapt cpptipued to reside in the mansion house on the farm, with the said Sally Maria, in the enjoyment and use pf the prodppt of the farm, pntil the marriage of the said Sally with Thomas H. Willett, and that, thereafter, the complainant was deprived of all benefit of the farm, in their preventing her from the use of the products of the same, and not permitting her to eat at their table, by their shutting themselves up at nieals, ip their own room, and by petty acts of annoyance, hindrance and deprivature, debarring her, not only from any support and benefit of the farm, in the way of food and raiment, but making her situation in the house so unpleasant, pnd, indeed, insupportable, that she was compelled to wholly ©;bapdop the house apcl farm, and seek a home elsewhere; and has been thereby deprived wholly of the benefit of the said bequest of the testatrix. The bill then prays for a decree, directing the defendants to pay to the complainant, annually, during her natural life, a sum sufficient to furnish her with shelter, food and raiment; or such a decree as the nature of her case demands; and for general relief. Willett and wife, in their answer, admit the execution of the will, and insist that, by its true construction the complainant is only entitled to sufficient room and shelter on the farm, and that they are not bound to furnish her anything more; and they insist that they are now, and always have been ready, to permit her the use of a room in the house, or sufficient room for her to live comfortably in; but that, since the 1st of January 1857, they have refused to board her, or to furnish her with anything to eat, believing they were not required to do so by the will. The case was submitted on bill and answer, and the court (Crain, J.) in delivering his opinion, said: “From an examination of the whole will, I am satisfied the testatrix, after devising the real estate therein mentioned, to her cousin Sally Maria Willett, designed to charge it with the payment of a sum of money to her brother, Nicholas Coomes, and also to charge it with the board and maintenance of her cousin, Mary Carroll. In the construction of this will it is the bounden duty of the court to ascertain the intention of the testatrix, from an examination of the whole will, and having ascertained such intention, to give it effect and operation, unless it is inconsistent with some well established principle of law. If the devise is so certain and definite, that we can give it effect and operation, it must be enforced and executed. The devise to Mary Carroll of a home on the real estate devised to her cousin. Sally Maria Willett, is such a charge as can be made certain and operative. I shall send this case to the auditor to take testimony, to enable the court to say what is a fair compensation to Mary Carroll in lieu of a home on said farm, and to form an adequate idea of its value. We are bound to look to the relative situation of the parties, according to the position which the complainant and respondents maintain in society. To enable us to do so a proper regard must be had to the condition and habits of life of the testatrix, and also the complainant. We must look to the extent of the estate and to the mode of living of the parties, so far as expensiveness or economy is concerned, and the practice and habits of the persons with whom they associated. I will therefore sign an order, referring this case to the auditor, to take testimony, to show what is a fair and reasonable annual allowance to Mary Carroll, in lieu of said home, to be ascertained according to the principles of this opinion.” From the order so passed the defendants appealed.

Syllabus and headnotes are prepared by the reporter or publisher, not the court, and are not part of the opinion.

Opinion of the Court — Grand

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Le Grand, C. J.,

delivered the opinion of this court.

The bill filed in this case asks, that a decree may be passed compelling the appellants to pay annually to the appellee, (the complainant.) during her natural life, a sum sufficient to furnish her with shelter, food and raiment, or that such a decree may be passed as the nature of her case demands.

The claim of the appellee is founded on the language of the will of a certain Teresa A. Coomes. By that will Sarah Maria Willett, one of the defendants, had, as well as other property devised to her, a farm of the name of “Greene's Inheritance.” The same will, after giving two slaves, and one-bed and furniture to the complainant, Mary Carroll, proceeds-as follows:

“Item. — I do hereby will and direct, that the said Mary Carroll shall have a home, during her natural life, on the farm hereinbefore bequeathed unto Sally Maria Willett.”

The answer of the defendants admits the due execution of the will, but insists that, by a “true and proper construction of it, the complainant is only entitled to sufficient room and shelter on the farm called Greene's Inheritance, devised in said will,” and that the defendants are “ not hound to furnish her with any thing more.”

The Circuit court, on an examination of the whole will, was of the opinion, that the testratrix designed to devise the real estate charged “with the board and maintenance of her cousiny Mary Carroll,” the complainant, and we are of the same opinion.

There was no evidence taken in the case, and therefore, *467 independently of the allegations of the bill, we are left entirely in the dark as to the relations which had subsisted between the testatrix and the complainant. But this darkness can be dispelled, in all probability, by testimony to be taken before the auditor, and it may then be made to appear, as stated in the bill, that up to the time of the death of the testatrix, and of the intermarriage of the defendant, Sally Maria, with the defendant, Thomas H. Willett, the complainant and the defendant Sally Maria, lived on the farm in the enjoyment and use of the mansion house and the product of the farm, and during the life of the testatrix, she, the complainant, and the defendant Sally Maria, were all three equally supported and maintained by the product of the farm.

The principal question in the cause, is, the construction of the clause in the will in reference to the “home” to be given to the complainant. In the case of Tolson vs. Tolson, 10 G. & J., 159 , and 8 Gill, 376 , the following words were the subject of judicial interpretation: “I request my seven sons, above named, to take care of their brother John Tolson and his family,” and it was decided, that whilst the term “family” was too indefinite to designate the persons intended by the testator, and therefore, as to those contemplated by that term, the devise failed, yet, that in reference to “John” the devise did not fail, and that the proper and necessary means of securing the executidn of the testator’s intention to provide a maintenance for him, was, to consider the amount necessary for that purpose a charge on the land devised to the seven sons, and to make them trustees for John.

The case now before this court is much stronger than that of Tolson. There the words were, “ 1 request,” and, “take care of,” here, they are, “I. do hereby ivill and direct,” that Mary Carroll “shall have a home during her natural life on the farm, hereinbefore,” &c. In the one case the provision rests on a mere request, whilst in the other it is expressly willed and directed, and imperatively commanded, that the complainant “shall have” a “home.” If, then, the case of Tolson be authority in this State, (and we can perceive no reason why it is not to be so regarded,) it follows, inevitably, *468 that thejcomplainant is entitled, under the devise, to something more than a mere shelter from the “pitiless peltings” of the elements. The word “home,” not only in its true etymology, but in its ordinary acceptation, means something moré genial than a mere privilege to perambulate a dreary room. The common sense, as well as the common charity of the world, revolts at the idea, that a word everywhere hallowed, even among barbarians, as typical of something sacred and beneficent, should be dwarfed into the chilly proportions of a room, fireless, bedless and foodless. Such is not and never was its meaning, unless the whole world have, up to the present time, with persistent ignorance, misused it

We are clearly of opinion, that the testatrix intended to provide for the comfort and not the annoyance of the complainant,Sand that when she used the word “home,” she understood it as importing what every body else had been accustomed to understand as its meaning. In affirming the action of the Circuit court, and remanding the case for further proceedings, we deem it proper to say, that whatever decree may hereafter be passed, regard should be had to the manner and mode of life of the complainant up to the death of the testatrix, and the sum awarded her as an annuity chargeable on the land, should also bear a proper relation to the product of the [after. This direction we give upon the supposition, that the allegations of her bill will be made out by proof to be taken before the auditor, and if this should turn out so, then a proper standard will be furnished to measure her right, which will be the value of the ‘thome,”-as she was habituated to it in the house of the testatrix. We concur fully with the circuit judge in the following: “We are hound to look at the relative situation of the parties, according to the position which the complainant and respondents maintain in society. To enable us to do so, a proper regard must be had to the condition and habits in life of the said testatrix, and also the complainant. We must look to the extent of the estate, and to the mode of living of the parties, so far as expensiveness or economy js concerned, and the practice and habits of the persons with Whom they associated.”

*469 (Decided May 31st, 1859.)

In addition to the case of Tolson, we refer to that of Hunter vs. Stembridge, 12 Georgia, 192.

Order affirmed with costs, and cause remanded for further proceedings under act of 1832, ch. 302.

How later courts describe this case

No later court has written an explanatory parenthetical about this case yet.

Cited by 22 cases

View all citing references →
1874–1875: 21878–1879: 31880–1881: 11892–1893: 21894–1895: 11900–1901: 11904–1905: 11906–1907: 11912–1913: 11916–1917: 11924–1925: 11930–1931: 11938–1939: 11944–1945: 11974–1975: 12018–2019: 318742026peak 1878 · 3

Relies on it most ⓘ

  1. Jones v. Holloway36 A.2d 551 (Md. 1944)
  2. Denfield30 N.E. 1018 (Mass. 1892)
  3. In re the Estate of Gabler140 Misc. 581 (N.Y. Sur. Ct. 1931)
  4. Ogle v. Tayloe49 Md. 158 (1878)
  5. Offutt v. Offutt67 A. 138 (Md. 1907)
  6. Donnelly v. Edelen40 Md. 117 (1874)

Most recent

  1. Castruccio v. Estate of Castruccio196 A.3d 912 (Md. Ct. Spec. App. 2018)
  2. Castruccio v. CastruccioNo. 2431/16 (Md. Ct. Spec. App. Aug. 31, 2018)
  3. Castruccio v. CastruccioNo. 2431/16 (Md. Ct. Spec. App. Aug. 31, 2018)
  4. Sanitary Facilities II, Inc. v. Blum322 A.2d 228 (Md. Ct. Spec. App. 1974)
  5. Jones v. Holloway36 A.2d 551 (Md. 1944)
  6. Legge v. Canty4 A.2d 465 (Md. 1939)

Citing references are not a citator: they show that a later opinion cites this case, not whether it followed, distinguished, or overruled it. Check negative history before relying on this case.

Authorities cited 2

DepthCaseCited by
Tolson v. Tolson, 10 G. & J. 159 (1838) 12
Tolson v. Tolson, 8 Gill 376 (1849) 9

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