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Case Summary: De Beauvoir v. De Beauvoir (1852) — House of Lords

Factual and Procedural Background

This opinion concerns an appeal to the House of Lords from a decree of Vice-Chancellor Wigram (Vice-Chancellor Rigram is also referenced in the text) in a suit to obtain the true construction of the will of the Reverend Peter Beauvoir (will dated 27 July 1800). The testator died in September 1821.

Key factual points appearing on the face of the will (as described in the opinion):

  • The testator disposed of a large mixed estate: freehold, leasehold and copyhold lands and “large sums in the funds of England” (referred to in the will as “all my estates in the funds of England”).
  • The will provided a series of successive life estates and strict limitations in tail male to Edward Benyon (first taker in life), then to other Benyon family members (sons in tail male), and by further limitations ultimately to “my own right heirs for ever.”
  • There was a power to trustees, with the consent of the person in possession, to lay out the residue and surplus of the personal estate in the purchase of freehold land and to settle such purchased land to the same uses as the real estates devised by the will.
  • Several of the life tenants named in the earlier limitations died without issue in the testator’s lifetime; the respondent (Richard Benyon) was the testator’s heir-at-law and survived as a taker under the will and was without issue at the time of decision. The appellant was the personal representative of the testator’s sole next of kin (Mrs. Mary McDougall, later Mrs. De Beauvoir / Sir John Edmond Brown, Bart., who assumed the name De Beauvoir), claiming the benefit of the final limitation in favour of the testator’s right heirs.

Procedural history shown in the opinion:

  • On 5 March 1846 the appellant (representing the next of kin) filed a bill in the Court of Chancery seeking a declaration of the trusts/true construction of the will and claiming that, after the specified limitations failed, the personal estate (or what remained of it) should vest in the next of kin under the final limitation to the testator’s “own right heirs.”
  • The respondent demurred for want of equity. By order of the Vice-Chancellor of England (noted as April 21, 1846), the demurrer was allowed (reported 15 Sim. 163). The appellant appealed that order to the House of Lords.

Legal Issues Presented

  1. How should the phrase “my own right heirs” in the testator’s will be construed when applied to a mixed fund of real and personal property: does it mean the testator’s heir-at-law (the respondent) or the testator’s next of kin / personal representative (the appellant)?
  2. Was the power to trustees to lay out the residue of the personal estate in the purchase of freeholds (with consent of the tenant for life) an absolute conversion of personalty into realty — and if so, would converted sums pass as realty to the heir-at-law?
  3. More generally, can the court, applying established canons of construction and precedents, carry the testator’s apparent intention to treat the funded property and real estate as a “blended” fund and give them the character and succession of real estate?

Arguments of the Parties

Appellant's Arguments

  • The appellant argued that the words “my own right heirs” should be read in the popular or secondary sense when applied to personalty and that, therefore, the personal estate should pass to the next of kin (the appellant as personal representative) rather than to the heir-at-law.
  • It was argued that the testator used the word “heirs” in a non-technical way (being a non‑professional drafter) and evidence across the will showed he meant natural / popular succession rather than the strict legal operation that would vest personalty in the heir-at-law.
  • The appellant further argued that the trustees’ power to invest in land was not an imperative conversion; even if some investments had been made, that would not necessarily change the nature of the fund to realty for succession purposes.
  • In effect, the appellant contended that, after exhausting the male-line limitations, the testator intended what would amount to an intestacy (distribution of personalty to next of kin) rather than a grant to the heir-at-law.

Respondent's Arguments

  • The respondent argued the will shows a clear intention to treat the “estates in the funds” together with the real property — i.e., to create a blended fund — and to have both kinds of property pass together under the same line of succession.
  • It was submitted that the words “my own right heirs” should receive their strict legal construction where the testator’s intention (on the face of the will) was to give the blended property the character and succession of realty, and that the heir-at-law should therefore take both the real and the personal estate in the event of failure of the special limitations.
  • The respondent also contended that the power to convert (to lay out personalty in the purchase of freehold land) was in substance intended to effect conversion for the purposes of the will; if exercised it would make the personalty realty and cause it to descend with the real estate.
  • Numerous authorities were relied upon to show that when a testator sufficiently describes the taker (even by the word “heir”) that description can operate to make that person take personal property by virtue of the will rather than by the rules of intestacy.

Table of Precedents Cited

The table below records the principal authorities cited or discussed in the opinion as they appear in the text and the role each played in the Court's analysis. Entries reflect only the information provided in the opinion.

Precedent (as cited in the opinion) Rule or Principle Cited For (as stated in the opinion) Application by the Court (how the opinion used or treated the authority)
W P R??PZ Z v. Lnngstma (1 Exch. Rep. 6341; cited in 13 Q.B. Rep. 892) Recognises the principle that a contract made with several parties cannot be severally treated. Quoted earlier in the opinion on a contractual point (in another part of the record); cited to support the majority view that a multi-party contract (or multi-party limitation) is not to be severed.
Forster v. Siew? (4 Ves. 766) [appears as "FomBer v. 8ieiu.w" in the text] Where the gift is to a selected class (e.g. "right heirs on the part of my mother") the description can point out a particular person or class, and that selection governs the result. The Court distinguished that case from the present because there the description selected a particular class; it was used to show how selection can govern the construction when clearly indicated.
Swailze v. Bwtol't (15 Ves. 365) Where descent is broken by devise to trustees and the devise directs trustees to convey to persons described by words which are not in the character of heirs, the persons take by purchase and not by descent. Used to explain the principle that a devise breaking legal descent can make takers purchasers rather than heirs-at-law, and to illustrate how words and context determine whether property passes by descent or by devise.
Roll0?m$! v. 1io1lozony (5 Ves. 399) [appears in text as cited authority] Shows that the word "heirs" may be used as a general description of succession and may apply to real and personal property depending on intention. Cited as a supporting authority for the proposition that "heirs" can denote succession in mixed cases when the will so indicates.
Gittings v. McDermott (2 Myl. & K. 69) Where legacies are given "to the children of my sister, or to their heirs," and some children die before the testator, the next of kin may take by substitution; "heirs" when applied to personalty designates next of kin. Relied on to show established decisions that "heirs" applied to personalty can designate next of kin and that courts have given that construction in appropriate cases.
Burnsury (or Bunbury) v. Hamire (4 Russ. 384) [appears as "Buunsry v. Hamire"] Example of a very simple case where a testator gave "to my heir" a sum of money; the heir was held to take as the person sufficiently designated. Referred to as an instance where a devise "to my heir" of personalty was effective to give the designated heir the personalty by virtue of the will.
Cowley v. Hairstonge (1 Dow. P.C. 361) Authorities concerning powers to invest or convert: trustees' discretion and implications where trustees fail to exercise a power. Used in discussion about whether the power to invest in freeholds amounted to an absolute conversion; the Court said Cowley and related decisions do not authorize treating the power as an absolute conversion in the present case.
Pyot v. Pyot (1 Yes. 335) A mixed gift to "the nearest relation" was construed by reference to the testator's intention; mixed funds may not pass to heir-at-law where the will indicates otherwise. Noted as an example where intention, not the nature of the property alone, governed who took the mixed fund.
Ewam v. Salt (6 Beav. 266) Where personalty is given to a person for life and, on failing issue, to "the heirs" of that person, courts have held the personalty may go to the next of kin. Cited among authorities showing how "heirs" has been interpreted in personalty contexts and used to discuss competing constructions.
Various decisions of the Rolls and of Lords (e.g., decisions referred to as 17 Ves., 15 Ves., Sheppard's Touchstone, etc.) General principle: the meaning of words such as "heir" or "heirs" depends on the instrument, the property, and the testator's intention as collected from the will; where the will sufficiently describes a person, that person may take personalty under the will. The Court treated this group of authorities as collectively showing that the decisive question is the testator's intention as shown on the face of the will; none of these authorities was treated as forbidding the construction the respondent advanced.

Court's Reasoning and Analysis

The House proceeded in two steps, in the manner described in the opinion:

  1. First, ascertain the testator's intention from the whole will, without reference to any particular rule of law; and
  2. Second, apply legal principles and authorities to see whether the courts may lawfully give effect to that intention.

The Court's step-by-step analysis (as stated in the opinion) can be summarized as follows:

  • The Lord Chancellor and other Law Lords examined the will in full and concluded there was no reasonable doubt about the testator’s intention. Although the will exhibited imperfect technical drafting (it appeared to be drawn by the testator himself), its broad purpose was discernible.
  • On the face of the will the testator repeatedly treated the funded property as if it were an "estate" in the funds — language more normally associated with realty — and he coupled references to "estates in the funds of England" with his real estates in the same dispositions and succession scheme (life tenancies and limitations in tail male).
  • The presence of the trustees' power to lay out the residue of the personal estate in the purchase of freeholds (subject to the tenant-for-life's consent) was treated as strong evidence of intention to have the funded property follow the same course as his real estate; although the Court refused to treat that power as an automatically absolute conversion, it considered the power as indicative that the testator intended a blended succession.
  • On the legal question of construction, the Court considered authorities showing that words such as "heir" or "heirs" can be given different meanings depending on context and the instrument. The Court emphasized that when the will sufficiently designates who is to take, a person described as "heir" may take personalty under the will rather than by operation of intestacy or statutory distribution.
  • The Court rejected the appellant's contention that, merely because a limitation to “right heirs” follows limitations of real estate which (in law) would descend to an heir-at-law, the personalty must be severed off and pass to the next of kin. Instead, because the testator manifested an intention that the funded property and the real estate should go together as a blended fund and be enjoyed by the same persons in succession, the words “my own right heirs” had to be read as referring to the person who, at the testator’s death, was the heir-at-law and who was thereby the person intended to take the blended fund.
  • The Court concluded there was no authority which forbade giving effect to that intention in the circumstances of this will. The Court also analyzed a number of prior decisions, distinguishing some and treating others as supporting the view that words such as “heir” may operate, in a will, to designate a particular taker of personalty when the instrument indicates that intention.
  • On balance, the Court found the testator intended the personalty and the realty (or the funded property treated as estate) to form a blended fund and to pass together under the same limitations and, ultimately, to the same person described as “my own right heirs.”

Holding and Implications

Holding: The House of Lords affirmed the decree of the Court below (the decree of the Vice-Chancellor allowing the demurrer).

Consequences and immediate effect:

  • Because the Court construed the will as showing an intention to blend the funded property with the real estates and to have them pass together, the phrase “my own right heirs” was given effect in the way the Court described — that is, as indicating the heir-at-law who was the person to take under the will in the circumstances described on the face of the instrument. The respondent (the heir-at-law) therefore prevailed under the construction adopted by the Court.
  • The Court held that the trustees’ power to invest did not operate as an absolute conversion of the personalty as a matter of law in the present circumstances, but the power and the general scheme of the will supported the conclusion about the testator’s intention and how the property should be treated for succession.

Broader implications: The opinion applies established principles of testamentary construction — first ascertain intention from the instrument and then apply legal rules and authorities to carry that intention into effect when possible. The opinion does not announce a novel rule; it affirms the decision below by applying existing principles and authorities to the specific facts and language of this will.

Additional Observations from the Opinion

  • The House emphasised the primacy of ascertainable testamentary intention gleaned from the whole will; imperfect technical drafting by a testator does not prevent giving effect to a clear overall intention.
  • The Court treated the power to convert (invest in land) as relevant evidence of intention but declined to treat that power as necessarily producing an automatic, absolute conversion in law in all circumstances.
  • The decision illustrates the Court's approach to mixed funds: where a testator by words and scheme shows an intention that real and personal property be treated as one blended fund and to pass together, the Court will, if consistent with authority and principle, give effect to that intention.

This summary is based exclusively on the material contained in the provided opinion excerpt and does not add facts or authorities not present in that text.

    De Beauvoir v. De Beauvoir (United Kingdom)

    111 X.L.C., 623 DE ~ ~ A ~ ~ ~ l R W. DE ~ E A U V ~ ~ ~ Cl8521

    inent, by any mode, who were the parties to it ; and not that' une distingu~shed from

    the others should have the poxer so to do, wpecially wheii the consequences of that

    are consequences enuring only to the benefit of one, and not to the benefit of all. It

    seems to me, the~efore, that this opinion, which has been delivered, corresponds with

    the judgment of tche Court of Queen's Bench.

    My Lords, the defendant may rely upon the s t a ~ ~ e n t , in the latter part of the

    plea, which is a strclng fact, and.weR c ~ ~ ~ c u l a ~ to arrest attention; but I own that,

    on a deliberate consideration of the matter, it does not appeur to me essentially to

    vary it. It is, " That the plaintiffs accepted

    and received the note upon the terns and conditions of the agreement." That

    appears to me only equivalent to what would be expressed by " without prejudice to

    the a~ reem~nt ; " that is, they recognise the existence of the agreeme~t,-they take the

    note subjeet to the agree~~ent . Rut how subject? subject to its beiizg enforced

    according to law; that made to be, by all the parties consenting to the enforcement,

    and all iwmering damages con~mensurute with the joint injury. I therefore think

    that tlie latter part of tlie plea does nothing more than import that the note was not

    taken with the view of affecting in any respect the validity of that agreement ; and I

    think, as I before stated, that your ~ o r d a h i ~ ~ vi11 best 0 ~ ~ t u a t ~ the intention of

    the parties by holding that i t is not competent to the defendant to set up this plea

    in bar of the form of action set forth in the d~ la ra t ion , but E5231 leaving him,

    together with the persons who joined with him in the making of that contract, to

    recover such c o ~ p ~ s a t ~ o n as it was the object of the partim should be recovered

    when they made the agreement ; namely, the damages sustained by all.

    It appears to me, therefore, that the opinion of the mqjority of the learned Judges

    ;s that upon which your Lordships ought to act; and, with that respect which is

    clue to the learned Judge who differs from them, your Lordships, acting upon those

    principles which are perfectly well recognised, will aErm CIiis ~ u d ~ i ~ e ~ ~ t . I think

    the case of W P ~ R ~ ~ P Z Z v. Lnngstma (1 Excii. Rep. 6341, cited in the nrguuient in the

    Court of Queen's Bench (13 Q.B. Rep. 892), as your ~ o r d s ~ i ~ ~ s may be aware, per-

    fectly recognises the principle, that a contract made with several parties cannot be

    severally treated. I therefore propose to your Lordships that the present judgment

    should be affirmed,

    I consider,

    upon the grounds stated in argument in the Court o€ Exchequer Chamber, from which

    this record comes, &at the opinion of the learned Judgw ought to be adliefed to. I

    have the greatest possible respr?ct for the dissentient opinion of my honourable and

    learned friend Kr. Justics Erie; but, upon the whole, I think w5 ought h act in

    accordariee with the view which is adopted by the great majority of the learlled

    Judges; and I do not see any necessary discrepancy between them and the Judgment

    of the Court of Queen's Bench.

    What is tbe latter part of the plea?

    Lord Brougham.-1 entirely agree with rny noble and Iearned friend.

    ~ ~ ~ d ~ ~ i ~ e I i t for the d e f e ~ ~ d ~ n t in error.

    [&ZgJ SIR JOBN E D ~ ~ O ~ ~ DE ~ E A ~ ~ ~ O I ~ , B a i ~ . - ~ ~ ~ e 7 r a ~ z t ; I C r ~ ~ ~ ~

    BENYOM DE BEAUVOIR,-Res~l?zdert [Xarch 9, 18521.

    [Xews' Dig. iv. 282; xv. 851. S.C. 16 Jur. 1147; and, below, 15 Sim. 163; 15 L.J.

    Ch. 305; 10 Jar. 466. D ~ s t i n ~ u i s ~ ~ e d in W ~ n ~ ~ e ~ d v. W ~ ~ ~ ~ ~ ~ ~ ~ , 1878, 9 Ch.

    D. 659 ; and Reay 'o. Bouito~i, 1883, 25 Ch. D. 218. Considered in Low v. ~ ~ ~ ~ t ~ ,

    1856, 2 Jur . N.S. 344; Smith v. Bvltcher, 1878, 10 Ch. I). 115; Comfort v. Broicn,

    1878, 10 Ch. I). 151 ; and Berens v. Fellowes, 1887, 56 L.T. 394. Cf. also In re

    Jeafreson's Trum, 1866, L.R. 2 Eq. 280; Zn re Goods of DiiL'or~, 1878, 4 P.D. 83.1

    tPiZI--" Right Neirs , ' - ~ i n ~ ~ t u t ~ # ~ a of real and ~ e r ~ o ~ ~ ~ ~ ~ ~ t e - ~ ~ o ~ e ~ to convert

    personut estate.

    A tealatar made a will in the foIIowing form : " ~ r ~ i e r ~ a s 1 ani seised in fee-simple

    of divers f reehcrld manors, or reputed rnaiiora, messuages, lands, tenements,

    rents and h e r e d ~ t a ~ n e n ~ , situate, etc., and of a leasehold &ate in, etc., and

    206

    DE B E A ~ V ~ r R ‘U. DE ~ ~ A U ~ T O ~ R [I8521 n r H.L.E., 8%

    also of a copyh#ld estate, situate, etc., and also of freehold estates in, ek.,

    and of large sums in the funds of England : Now I do hereby give and devise,

    after my just debts and funeral expenses and legacies are paid (which I order

    to be paid out of my personal estate), all my estates in the funds of England

    and a11 my said manors, etc.,” unto three persons in succession, and their sons

    successively in tail male, in strict settle~iient ;“ and for default of such issue,

    I give and devise the same to my own right heirs for ever,” Ne then gave his

    trustee& a power, with the consent of the person who might be in possession,

    to lay out his personal estate in the purchase of freeholds, eke., and to settle

    the same when purchased to such uses as were declared of his ‘‘ manors, or

    reputed manors, messuagw, lands, tenements, rents, hereditaments, and pre-

    mises devised by this niy will, as shall be then existing unde te r~~ned , or

    capable of taking effect, etc., to, etc., for no other etxiate, use, trust, or purpose

    whatsoever : ”

    Held, first, that the pawer to trustees to convert, personalty into realty did not

    operate as an absolute conversion : but, secondly, that, on the face of the will,

    it .ras the intention of the t e ~ a t o r to make the two funds a blended property,

    and to give them the character of real estate, and to make both properties go

    together, and to give both to persons expressly designated; and that such

    intent~on did nota cease with the failure of issue male under the lin~~tations,

    so as to make the real estate afterwards go iti one way, and the personal estate

    in another.

    This was an appeal against U decree of Vice-Chancellor Rigram, made in a suit

    instituted to obtain a declaration of the true construction of the will of the late

    Iteverend Peter Beauvoir, of Dowr~ha~”ha11, in the county of [5253 Essex. The ap-

    pellant was the personal i~epresentative of the testator’s sole next of kin, and the

    respondent the testator’s heir-at-law.

    The will, which appeared to hare been drawn by the t ~ s t a t ~ r ~ r i thou t p r ~ f e s ~ i o i ~ a ~

    assistance, bore date the 27th day of JuKy, 1800. After giving, in the ordinary

    form, pmuniary legacies to seiieral indiriduals, the testator gave a sum of &6000

    in the 4 per Cents. to his godson R. P. Whish, half of the inhrest of which was to be

    expended in his maintenance and education, and the other half, with the principal,

    to be paid over to him when he should arrive a t twenty-one; but if the said B. P.

    Whish should die before twenty-one, then the said &6000 were given to “Xartin

    Whish and Richard Benyon, and their heirs,” during the life of Narriet Whish, and

    for her separate use, with a power of appoi~~tn~ent . The will then proceeded thus:

    ‘‘ And where as I am seised in fee-simple of divers freehold nianors or reputed nianors,

    messuages, lmds, tenements, rents, and hereditanients, situate, etc., and of a lease-

    hold estate in, etc., and also of a copyhold estate situate, etc., which T have sur-

    rendered to the use of my will: And also of freehold estates in Essex, and of large

    sums in the funds of England: Now I do hereby give and devise, after niy just

    debts and funeral expenses and legacies are paid, which I order to be paid out of my

    personal estate, all my estates in tlie funds of England, and all my said manors, o r

    reputed nitiiiors, messuages, lands, tenements, tithes, rents, hereditanients, and pre-

    mises, both freeho~d, leaseho~d, and copyl~old, and what other kind and nature soever,

    and wheresoever situate in the kingdom of Great Britain, and whereof I have power

    to dispose, and all niy estate, right, title, and interest therein, in possession, rever-

    sion, or othwwisa howsoever, with their and every of their rights, members, and

    appurtenances, unto Edward Benyon, second son of the 15261 late Richard Renyori,

    of Englefield-house, in the county of Berkshire, and his assigns, for and during the

    term of h i s natural life, without irnpeachnient of waste; and from and after the

    determination of that estate, I give and devise the same to Richard Renyon, of Engle-

    field, in the county of Berkshire, and Martin Whish, of Berners Street, in the county

    of ~ i d d l e s e ~ , and their heirs, during the life of the said Edward Benyon, in truct

    to preserre the contingent remainders hereinafter limited from being prevented,

    defeated, or destroyed, and for that purpose to snake entries and bring actions, as

    occasion shall be or require; in trust, nevertheless, to permit and suffer the. said

    Edward Beryon and his assigns to receive and take the rents and profits thereof

    during his life; and from and after the decease of the said Edward Henpon, I give

    207

    111 H.LC., 887 DE ~ ~ ~ ~ V O ~ ~ 1). DE 3 E ~ U V O ~ ~ [11852]

    and devise the sanie to the first, second, third, fourth, fifth, and every the son and

    sons of the body of the said Edward Benyon 1a.wfully to be begotten, severally, sue-

    cessively, and respectively, one after another, in order and course as they shall be in

    p r ~ o r i t ~ of birth and sen~or~t,y of age; and the several and respective heirs male

    of the several and respective body and bodiw of all and every such son and sons

    awfully issuing, the elder of such sons, and the heirs male of the body awfully issu-

    ing, to be always preferred, and to take before the younger of such sons and the

    heirs male of Itis and their body and bodies lawfully issuing.” There was a similar

    gift with like ~im~tations, to Charles Benyon, the third son of Richard If3enynn, of

    Englefiefd, nnd then t*he will proceeded thus : ‘‘ And for de~ault of such issue, I give

    and devise the same to Richard Benyon [the respondent], eldest son of the late Richard

    Benyon, of ~ n g I e ~ e ~ d , in the county of Berkshire, and his assigns, for and during

    the term of his natural life, w i t ~ ~ o ~ t irnpeac~~nie~~t of waste. And from and after the

    d e t e r m ~ ? ~ ~ ~ t i o n of that estate, 15273 I give and devise the sam5 to the said Martin

    Whish and hig heirs, during the life of the said Richard Renyon, in trust, by the ways

    and means aforesaid to preserve the cor~tingent rei~~ainders, but, nevertheless, to

    permit and suffer the said Richard Benyon and his assigns to receise m d h k e the

    renta, issues, and profits thereof during his life. And from and after the decease

    of the said Richard Benyon, I give and devise the same to the first, second, third.

    fourth, fifth, and all and every other the son and sons of the body of the said Richard

    Benyon lawf ully to be begotten, severally, successively, and respectively, one after

    another, in order and course as they, and every of them, shalI be in priority of birth

    and sen~or~ ty of age, and the several and respective heirs male of the body, several

    and respective body and bodies, of a11 and every such son and sons Iawf ulIy issuing :

    the elder of such sons, and the heirs male of his body awfully issuing, to be always

    preferred and to take before the younger of such sons, and the heirs male of his and

    their body and bodies lawfully i s s u ~ i ~ g ~ and for d e f a u ~ ~ of such issue, I give and

    devise the same to m g owpz rigfLt f t e im for ever.” The will then gave certain powers

    of leasing, and some additiori~l Iegneies, and appointed the responde~~t and art^^^

    Whish executors, and conc~uded in the f o l l o ~ ~ ~ ~ i g words :-*‘ And I do giw a power i o

    my said trustees, wit& the consent of the person who may be in possession and entitled

    to the pro^^ thereof, to lsty out and invest the residue and surplus of my said per-

    sonel estate in the purchase o r p u r ~ h a s ~ of freehold messuages, lands, tenements,

    and h e r e d ~ t ~ ~ ~ e r ~ ~ , within that part of Great; Britain called ~ n ~ l a n d , and to settle

    and convey the same, when purchased, to, for, upon, aad wbject to such and so many

    of the uses, estates, trusts, powers, provisoes:, and ~ i ~ ~ t a t i o n s , h e r e ~ n b ~ ~ o r e limited,

    created, and declared, of and concern in^ niy said manors or reputed ~ ~ a n o r s , mes-

    suages, [628] bads, tenements, rents, h~red~taments, and premises, devised by this

    my fast will, as shall be then e ~ ~ s ~ ~ n g u ~ ~ d ~ t e ~ ~ n e d , or e a p a ~ ~ e of taking e%&, and

    to and for no other estate, use, trust, or purpose w~~aisoever.”

    ~ d ~ ~ r a Benyoii aud Charles Benyo~, the first tenanis for life, nan~ed in the testa-

    tor’s will, dep~rted this life without issue, in his lifetime.

    The tesLator died in September, 1821, leaving the respondent his ~ ~ e ~ ~ - ~ ~ t - ~ a ~ , and

    the last. in successioi~ of the devisees under the will, him surviv~ng. The r ~ ~ p o n d e n ~

    is a widower without issue.

    The next of kin of the testator at the time of his death was Mrs, Mai-y M ‘ ~ o u g a ~ ~ ,

    who a f ~ r ~ ~ a r d s became the wife of the appellant, then John Edmond Brown, Esq.

    uently Sir John E. BIOWII, Bart,), and who has since as sum^ the name of

    De Beauvoir, and is her personal representative.

    On the 5th ?&arch, 1846, the nppe~lant filed hi8 bill in the Court of Chancery,

    by which, after stating the facts above set forth, he charged that, a c c o ~ d i n ~ to the

    true constructio~ of the will, the a p p e ~ l ~ ~ x ~ t was entitled under the final ~ imi t a t~on in

    f ~ v o u r of the testator’s right heirs in renia~nder ~ x ~ ~ ~ n t , on the death of the re-

    spondent without leaving any son, to aU the ~ s t a ~ r ’ s personal estate and esects

    which are c o ~ p r ~ s e d ia and agected by that l i n 3 ~ t a t ~ o n ~ but that the r~ponden t

    alleged that, according t o the true construct~on of the will, the whole of the personal

    estate would, in the event of his death without 1eaQ~ng any son, belong sbsolutely to

    him as he~r-at-la~T of the testator, that even if the appel~ant had any interest in any

    part of the testator’s personal eskte, he had ceased to have such intereet, inasmuch

    as the whole of such persona1 estate had, by virtue of the power for that purpose

    208

    -

    DE B ~ A ~ V ~ I ~ b. DE ~ E A U ~ ~ ~ ~ ~ [1852J I11 H.L.C., 529

    contained in the will, been invested in the purchase of real estates, wherebr it bad

    ceased to be personal estate, and became real estate, and f“29] as such would pass

    to the testator’s right heirs in the event of the death of the responde~it without leao-

    ing issue nialtt ; and the bill charged the co~ t ra ry thereof to be the truth, and alleged

    that a brge part of the personal est& r e m ~ ~ i ~ ~ u x ~ i n v ~ t ~ , and that the other part

    had been invested by the respondent in his c~aractex of h e i r - a ~ ~ a ~ or as tenant for

    life under the will, and not in his character of surviving trustee thereu~~der, and

    that such investment would not alter the nature of the property, which would still

    continue personal estate. The bill prayed B declaratio~i of the trusts of the rill i n

    favour of the p ~ a i n t i ~ ’ s right as represent~ng the testator’s sole nest of kin.

    The respo~ident demurred for want EE-f equity, and by 8x1 order of the Tice-Chtan-

    cellar of ~ n ~ ~ a n ~ , of April 21, 1846, the d e ~ u r r e r was allowed (15 Siin. 163).

    The ~ ~ p ~ e ~ l a n t ttppealed tqpfnst the order a ~ l o w i ~ ~ the de~urrex .

    Mr. Bolt and Nr. Malins (Mr. GifFard was vith them), for the ~ p p e l l a ~ t . - ~ ~ ~ the

    true constr~ct,ion of this will, by the words ‘‘ “x;’s right heirs,” the personal estaw

    must descend to those who, according to the o~,dinars rule of law, will be e i ~ t ~ ~ l e d to

    p e ~ o i i a ~ estate, and the denzurrer ta tliis bill cannot be sustahed,

    The appel~ant contends, as his first p~,opos~t~on, that after e ~ h a u ~ t ~ ~ ~ the isme

    xiAe of the person^ ~ e n t ~ o n e d in the will, it was the i n ~ n t i o n of the t ~ s t a t ~ r that his

    property should descend as i f be had died ~ n t e s t a ~ , Yhab i s the effect of whitt he

    here directs. The word ‘( heirs ” is p o ~ u ~ ~ r l y used as iz word of succession, and it

    i s always so employed in the abeence of a specific intention to benefit any partioulnr

    person. It has certainly been so used by thia testator, who was not a p~ofes s~ona~

    person, and who ~ ~ 3 ~ 1 has shown in other parts of the will that he did not know the

    d ~ ~ t i n c t i o ~ ~ between heirs and e ~ ~ u ~ o r s . The word heirs has been used in this

    popu~ar sense, not by i ~ d i ~ i d u ~ ~ s alone, but b s the ~ e g ~ s l a t u r e itself. Thus, i r r the

    9 Geo. 2, C. 36, one of the ~ o ~ n ~ a ~ n Acts, the phrase employed is “ disherison of h-

    ful heirs,” and i t i s there employed with reference both to real and personal succes-

    sion. At c o ~ ~ o n law, tho word ‘‘ heirs ’’ has but one strict legal primary s i ~ i ~ i ~ c a t ~ o n ,

    and that irr, as 1% word of descent in reference to real estate; but when the cmtexy of

    a will does not. ~Xlow it to be so ~ p p ~ i e d , then the Courts resort to a swondary s i~n~f ica-

    Lion. To restrict it to ita p r ~ n ~ a r y s ~ ~ ~ ~ c a t i o n as a word of descent, even in rrfer-

    esta$te, them niust be tl previous desc~nd~ble estate which the heirs are to

    take. If iz testator devises, or a man by deed gives, an estate ‘‘ to the heirs of A.,‘’

    there is n o t l ~ ~ ~ ~ preceding it on wtniob to ~ n ~ r a f t this word as ;I word of descent-

    it must these€ore be treated as a word of purchase ; but if there had previously been

    an estate devised or given to A,, then the devise or gift to the heirs of A. would have

    a root to which the word could be ~ p p ~ i e d . There i s no such root on which to e ~ ~ ~ r a f t

    it here. The will supposes a11 the pre~ious d~vjses La have failed, and then piyes the

    p r o p e ~ y to the ~ ~ ~ r ’ s “ own right heirs.’>

    The second proposit~on therefore follows ; that where there i s any j i i ~ r e d i e ~ ~ t of

    descent in the t r a n s ~ i s s ~ o n or devolution oE property~ whether real or personal, the

    nature of the p r o p e ~ ~ y must ~ o ~ e r ~ ~ the devolutio~~, unless the c o n ~ r ~ r ~ ~ t e ~ ~ t ~ o ~ ~

    appears.

    The word ‘‘ heirs ” is here in the plural

    number; but t h t cannot make any d i~e rence~ though Lord Coke says (Co. Lit. 8 b)

    that there i s a d ~ ~ i n c t ~ o n betweea the use of the word in the s~ngular and p ~ u r a ~

    n u ~ b e r s , so that ‘‘ i f a. maxk @re land to a mazi [631] and h i s heir in the ~ ~ n ~ u ~ t l r

    number, he finth but, an estste fw life, for his heir c a a ~ o t take a f e ~ s ~ ~ ~ l e by demeent,

    b ~ a u s e he is but one; aiid therefore in that case his heir shall take noth~ag.’~ Xr.

    Hnrgrave, in a note to that passage (Co. Lit. 8 b. n. (4)), denies the propudtiou,

    and says that he& i s lzomen ~ ~ ~ ~ e ~ t ~ ~ u f ~ in a deed as well 85 in a will, and ~ ~ ~ e r a t e s

    in both in the same maanex*, as heirs in the plural nun~ber. The tvue d i ~ t ~ ~ c t ~ o n ~

    p e ~ ~ ~ a ~ % , i that an estute tail may be thus € r e ~ ~ t ~ d , but not an estate in fee, Tliere

    i s a modern case in which tliat distinction i s expressly taken, ~ ~ ~ ~ f ~ ~ e ~ s 17. ~~~~0~

    ( 2 My]. and Cr. 37G), where a s e ~ t I e ~ n ~ n t w e made to the use of tbe settlor for life,

    r e ~ a i n d e r to the use of his wife for life, r e ~ ~ ~ a ~ ~ ~ d e r to the heir female of the settlor,

    on tbe body of his wife begotten ; aiid the settlor haring had four daughters, it was

    held that, under the ~ ~ ~ ~ ~ ~ ~ 0 1 ~ to the ‘‘ heir female,” the d ~ u ~ h t e r s took a life estate

    209

    Apply theso propositions to this will.

    1x1 H.L,C., 632 DE ~ ~ A ~ ~ o ~ R 1). DE ~ ~ ~ u ~ o I ~ f18521

    in the lands, as pu~hasers , heir ” and .‘ heirs ” may, therefore, for

    suoh a purpose, be regarded as s y n o n ~ o u s .

    It comes after a

    series of l i i ~ i t a t ~ o n s ~ in which the tes t~~tor settled the property in strict succession,

    for the purpose of what was evidently his favourite object,-that of founding a

    ~a[nily. When rnaking those li~~iitatio~is, he hoped that they would take effect, and

    he had no intention to benefit his own right heirs a t that time. Richard Benyon

    was his heir-at-la~~~,-he was pemorsa ~ e ~ ~ ~ ~ u t ~ , - ~ ~ ~ was put- the third in the series

    of l ~ m ~ ~ a t i o n s , which shows that the testator had an intention distinct from that of

    benefiting his heir by descent; and then, though the testator knew of daughters

    existing, he made no limitations as t o them, but having kept the property as long as

    he could in the niale line of the ~ ~ ~ ~ o K I s , he did suppose it possible that his great

    object might. fail, and then he made this f5323 devise to his “ own right heirs.”

    That his will was not made with perfect technical strictness, but wti8 SO framed that

    his f a ~ o u r ~ t e object i ~ i g ~ i t easily have been defeated, i s plain, T h 8 , there is no pro-

    visionon, that the personal estate shall not v e t in the first son of Edward Renyon.

    If ~ d w a r d had had a son born, and that son had died ~ n i m e ~ ~ a ~ ~ y afte~wards, that

    son would have become entitled to the whole of the pruperty which, on i t s death,

    would have gone from the soti to its father, or to its legal r ep resen t~~ t~v~ . Yet that

    wouM have defeakd the gretgt object of the testator, which was to found zt family,

    Ne never could have underst~od such to be the result of using the word heirs as he has

    used it, or he c e r t ~ ~ ~ ~ l y would not have used it in that ~ a i i n e r . Another circuin-

    stance of iI~~portar~ce in the construction of th is will, with a view to show that the

    testator intended to use the words “ nig own right heirs ” in a popular sense, is, that

    he eniployn that word in another part of the will, namely, that relating to the gift

    of ~~~~~~ to Mrs. %%ish, with reference to nioi~ey in the funds. On the ~ ~ u ~ ~ t i o ~ ~ of

    ~ n t e i ~ t ~ o n , t~~erefore, there seems no room for doubt that, the ward “ heirs ” was used

    by the testator in the popular, arid riot in the strict and primary sense applied to it

    by the eoix~~~ion latv. It c a n I ~ ~ ~ t be o o n ~ n d ~ that the word ‘‘ heirs ” is an i K i ~ e ~ i b ~ y

    technical word, espeoiaIly when it is applied, as it’ is here, to a niixed gift of real

    ilnd personal estttte. This ~ ~ r ~ u i ~ ~ e n t , for a popular constructio~i of the word does

    not give a double meaning to it, but simply makes it applicable according to the

    nature of the property to which it is applied, as if the testator had added, ‘‘ entitled

    in due course of succession.” Xn ~~~~~~ Y. Atkyns YThe Law of R e d Property,

    as ~ ~ i ~ i ~ x ~ i s ~ e r ~ d in the House of rds,” p. 376 et aeq.; 17 Ves. 255; 19 Ties. 299;

    Coop. Ch. Cas. 111 ; 1 Turn. rind RUSS. 1431, one question pias as to the meaning of

    a devise to “ in37 family ; ” m d Lord ~ e d ~ d a l e , when the case was in this house,

    [533] said (“ The Law of Real Property,” etc. 385), “ ‘ Family ’ cannot rnem heir-at-

    law-that i s to defeat the whole will.” 111 this case to give the words my own right

    heirs ” the n i e a K ~ i ~ ~ ~ of ~ e ~ r - ~ ~ l a w , would have exactly the same edeet.

    ~onsidera~?le stress was laid in the Court below on the power given to the trusteei,

    to lay out, wit+h the coI~sent of the tenant for life, the surplus of: the personal estate in

    the pudhase of laud ; but that is of 1x0 impor t~n~e , for the trustees of t ~ ~ e ~ ~ ~ s e ~ ~ e s would

    have had no power to lay i t all out. It as necessary to give them such a power.

    ~ u p p o ~ e that power had been, which it was not, euercised$ the conversion of per-

    sonalty iitto realty would not have itffected the true eoxistructioxi of the will. The

    co~iversion would ham been a coiivers~oi~ merely for the purpo~es of the will. The

    testator intended to benefit i~ particular individual for the time; but if that special

    object should fail, he intended to let his successors take the property. If the money

    had not been invested in the purchase of land, hie personal repreaentati~e, and not

    his heir, would have been entitled to i t . The power was a mere aut~iority to invest,

    the better to provide for this family, which the testator hoped to create out of that

    of the Benyons.

    The

    first wiis that, of FomBer v. 8ieiu.w (4 Ves. 766). Thera the gift was (‘ to my right

    heirs on the part of iiny mother; ’’ and Lord ~oughborough held a sister and a

    sister’s son to be entitled against remoter relations. In that case the dwcent was

    broken; there was a devise tu trustees, atnd there was no series of l i ~ i t a ~ i o n s in

    which the testator pointed out the purpose of his will, and showed how he was desirous

    of b1endhg real and persona]. estate together. Besides, there the gift was not as

    210

    The words

    Then what i s the meaning of the word (‘ heirs ’I in this will?

    The a ~ i t ~ i o r i ~ i e ~ reli d on in the Court below do not ~ a r r a ~ ~ t h i s j u d g ~ e ~ t .

    here, to '' right heirs )' generalfy, but to right heirs on the part of the tes-[@%]-

    tator's mother, which was selecting a particular class; and therefore the law was

    not allowed to take its ordinary course. In G ~ & ~ ~ ~ ~ e v. of^ (14 TTes.488) the

    gift was of real and personal estate to the daughter-i~~-~aw of the testator, and after

    her death to her '' nighest heir, to enjoy the same." Again, there was no series of

    linzitations; the person was pointed out, and it was a mere question of intention

    t tq to the ~ e r s o ~ ~ a l t y and realty both going to one ~ ~ ~ d i v i d u a ~ ; and the word he+ was

    in the singular, which is particularly appropriate for a taking by purchase. But

    for the intention being clear, and the person being point& out, the case would not

    have been decided as it was. In ,Swailze v. Bwtol't (15 Ves. 365) the devise was to

    trustees to convey to the heir or heirs-at~law of her cousin W. C., deceased. The

    heir of W. C. was also the heir of the testatrix, and there was no ingredient of

    descent in that case, and the gift was also '' to the heirs, executors, and adm~nistrator~

    of the heir or heirs-at-law." The descent was there broken, and the Lord Chancellor

    said (15 Yes. 369, 370) : '' The efeect of this devise i s to break the descent, vesting

    the estate in trustees, itnd directing them to convey to the persons described as pur-

    chasers. %'here the legal descent is, by devise to trustees, broken, does the direction

    to persons, not in the character of heirs of the testatrix, but who happen to be so,

    make t.hem take by descent, as they cannot take in law 1 '' These passages explain the

    principle on which that judginent proceeded. In ~ o ~ ? ~ ~ e ~ v. Blat~ire (4 Russ. 384),

    which is the ctnly case of the gift to the heir of the testator, thera was a simple legacy

    o f g400 to " nzy heir ; " and there the heir took as persom designata. Sir J. Leach,

    in giving jud

    xi.) E5351 where the legacy was (' to A., xiid failing him by decease before me, to his

    heirs ; " and r e ~ ~ r k 0 d , that '' where the word he& is used to denote succ~ss~on, there

    it may well be understood to mean such person o r persons as =odd legally succeed

    to the property, accord in^ ta its nature and quality." The word " heirs '' was treated

    as a prord of w.&stitution, and not of strict ~ i i~z i t a t~ i~n . In the same way, gtivelkind

    or borough ~ n g l i s h lands being devised to " the right heirs of J. S.," the heir-at-~aw

    of J. S., and not his gavelkind heirs. and his eldefit son, and not his youngest son,

    \\.ould take (1%. Abr. tit. Heir G, 5 , pl. 1 and pl. 8), because heir is a ntlnie of pur-

    chase, and becxause there i s no prerious taker of t,ha property through whom the land

    ean tome t o the heir of J. S., qualified with any in~redient of deseent. In &pt r.

    Pyot (1 Yes. 335) a devise of r e d and personal estate, '' in trust for the nearest rela-

    tion of the Pyots," was held to describe a ~ ~ a r ~ ~ c ~ l a r stock, and the mixed fund did

    not go to tlie heir-ablatv of that name. RQllO?m$! v. 1io1lozony (5 Ves. 399) is a strong

    authority for the appellant, so far as the reasoning of the Court is concerned, for it

    shows that the word heirs may be used as a ~ ~ l y ~ ~ ~ ~ gunicd succession, both to real

    tind persoad property. In Wnre v. Ro?rlmtd (2 PhilX. 635) an annuity of ,6600

    was to be paid to the ~ s t ~ t o r , s daughter for her life, and on her death the principal

    nns to be divided amongst her children, if slto had my, but if none, then '' to and

    amongst his ~ i e i r s - ~ ~ l a ~ . , share and share dike." In a subsequent part of the will,

    she was api~ointed by nanze residuary legatee. She was his sole he i ress -a~-~a~, rid

    nest of kin at the time of his death ; and it was held that she, and not his heir-at-law

    at the time of her death, \vas entitled ta the ultimate gift of the principal sum. In

    that case. [536] Lord Co~enha i i~ referred to ~ ~ l ~ o w ~ ~ v. ~ ~ ~ ~ o u ~ ~ ~ with a p ~ ~ r o b a ~ ~ o ~ ~ ,

    and adopted its doctrine, and acted on it. In Ewam v. Satt (6 Beav. 266) thore was

    a gift ta Sarah Evans of the use of a sum of nioney for life, and at her death to her

    children; and mother gift to the testator's son, and in default of his issue, to the

    (' heirs " of the above-n~~~ned Saralz Evans. It w m held to go, at the death of Snrah

    Evans, to her nest of kin. In Gittings v. WDewnof t (2 Myl. and K. 69) the gift of

    legacies was '' to the children of my sister, o r to their heirs." Some of the children

    died in the lifetime of the testator. Sir J. Leach held that the legacies to these

    ch~ldren did riot lapse, but that their next of kin took by subst~tution at the death of

    the testator. That decision w8s affirmed by Lord Ch~~ncellor Brougham, who

    observed (id. "i), " Here it may be said that no distinct subst~tution is mnde, inas-

    much as the word heirs is of ambiguous iniport when applied to U. legacy. But there

    is really ~ ~ o ~ ~ ~ n ~ in this objection, for the sense in which this word shall be taken

    when applied to personalty is fixed by many decisions. It designates the heir of the

    ~ e r s o ~ a l t y : that is, the next of kin." The principle on which tliat rule is fou~zded

    21 l

    X I 1 H*LC., 837 DE ~ ~ A u ~ ~ I ~ v, DE BEAUTOIR [l852]

    i s derived froin the nature of the property. ~0~~~~~ v. ~ o ~ ~ ~ ~ ~ Z ~ (14 Sim. 327) mill

    perhaps be cited on the other side; but it does not bear on this q u e s t ~ o ~ ~ , for it de-

    pended altogether on the words of the will, and the person entitled took as being a

    person designated. The same e~p lana t~on 3s applicable to th0 case of Dawers v. Lewd

    ~ l u r e n ~ v ? ~ (1 Vern. 35) where the word heir was a word of description, and designated

    the person who was to take.

    When

    personal property IS given to [E371 ‘‘ heirs,” the instrun2ent must be looked at, in order

    to ascertain what was the i n ~ n t ~ o n f tbe testator. thltsss itt is plain that he intended

    to use the word in its strict legal sense, i t must receive a construction according t o the

    subject-matter of the gift. Here the testator had a particular object, to the acconi-

    plisli~~eiit of whch he devoted, in the first‘ instance, all his property; but he formaw

    that that object might* fail; and then, feeling that the great purpose he bad in view

    would be defeated, he becanie ~nd~fferent to any special appropriat~on of his personal

    estate, and gave his property, in the ordinary way, among h is relations. He did Rot

    give i t to m y p a ~ ~ c u l a r ~~~d iv idua l , but to his “ omi right heim,”-a phrase which

    niust be considered to nman such persons as would take thia particular kind of pro-

    perty, had 110 left it vritliout m y specific direetions whatever. His fa~our i te object

    having failed, he Iet the law take its course with respect. to t8his property.

    Mr. Bethell and Mr. Lee (Mr. Erskine was with them), for the respox~deiit.-~f re-

    course is had to le$ principles, the meaning of the words ‘‘ right heirs ” may be easily

    discovered. In the case of ~~~~2~~~~~~~~ 5.. ~ ~ ~ ~ . ~ ~ Z (2 Clark ~ i d F. 572 j 1 Clark rtnd F.

    8Y5), in the judgment of this House, thess principles are fully inve~t i~a ted and ex-

    plained. The fallacy of the arguin0nt on the other side is this:-It is assumed, that

    because, r f the ultimate limitation of a relal estate was t o right heirs o r heirs-at-lay,

    they woufd be in by dfsscent, and not by devise; therefore, if real and personal estate

    are ~ ~ e ~ ~ e d together in tlm same serien of Ximitations, the result, would toe: the same as

    an i n i e s ~ ~ ~ with regard to p~rsonal estate : the c~i ic lus i~~n bei g, that bec~use, under

    this form of limitation, quoad the realty, tfhe heir will take by dment, it is no gif

    aIZ as to the pe r so~ i~~ ty , but the next E5331 of kin conies in for it under the Statute of

    Distributions. This assnniption i s neither justified by authority nor principle.

    Under a will giving the f ~ s i m p l ~ to the h e ~ r - a ~ l a ~ ~ ~ he would take by descent, yet the

    devise viould not be roid,-it might be good for some purposes as against him. It i q

    not wholly to be disregarded.

    [The Lord C h a ~ ~ c e ~ l o r . - ~ e devise dmws the iiitention that the heir should take ;

    the 1a.w gives effect to that i n t e i ~ t i ~ n by R higher title.]

    That< i s so ; and cons~~uen t ly~ in the cam of personalty devised to the heir-at-law, it

    cannot be treated as an intestacy. Yet the ar~uinent for the1 appellant tannot be

    maintained unless it is so treated.

    There ar0 in tinis will two inteittions, which run together, and inust goverii the cow

    fitruction of it,. A s to these, it is clear, first, that the real and personal e&ates acconi-

    pany each o&er under the special devise& to thes Henyom, beiug blended together,

    going under the same course; of ~ i m ~ ~ a t ~ ~ ~ ~ ~ ~ , and beinp intended to be enjoyed by one

    and the sam0 person. If so, how is it possible to my that, when you have run down the

    chain of limitations till you have arrived at the devise to the right heirs, the estate is

    then to be severed, the ~nt#ntions of the testator disre~arded, the land b be given to the

    heir-at-law, and the personalty to be d i s t r ~ b ~ i t ~ ~ Secondly7 it is

    clear that the personalty has been ~bbso~utely converted by the directions of the mill.

    The power to convert is not, as contended for by the other side, a simple d i s c r e ~ i o ~ i ~ r ~

    power to the trustees ; but the will, i f all the parts are taken together, shows that it was

    imperative on the trustees to convert the personal into real estate ; and the direction

    must be assumed to have been obeyed. The testator expressly says, “ I give and devise,

    after my just debts and funeral expenses and legacies are paid (vhich I order b be

    paid E5391 out of my personal estate),”-thereby showing that he intended completely

    to dispose of his personal wtak, ‘‘ all my eetates in the funds of England, and all my

    said manorn, or reputed manors. both freehold, leasehold, and copyhold, and what%

    other kind and nature soever,” to Edward Benym, who b as to be the first of the famiiv

    which the ibtator desired to found.

    This mode of devise shows that the testator, however he might mistake talinical

    terns. did most positively intend that his ‘( estates in the funds? and his nianors and

    21 2

    All these cases p r o w d on one principle, though it led to v ~ r y i ~ ~ results.

    I cannot be so.

    DE: B~~~~~~~ ‘U, DE ~ ~ A ~ V ~ ~ ~ [lssz] 111 II.LC. 64Q

    f r ~ ~ i o ~ d estatee, should go together. The order ixi a s u ~ e q ~ ~ e ~ ~ t part oE the will to

    sell stock, iu order to pay debts, Y c w merely made for the purpose of enabling the axecu-

    tow e ~ ~ t u a l l y ta do what ha ~ s s u ~ i ~ e d to have hen done when he made the devise which

    has just been read. After the debtg had been paid, he t ~ e a ~ the ‘‘ estates in %e

    funds ’’ and tke ‘‘ estates in freeho~d$ ” tbs s y i ~ o n y n ~ ~ u s terms. In the power to sell

    end invest, nu d ~ s c r e t ~ o i ~ is giwm to the t r u s ~ e e ~ ; they are abso~ut~ly to sell. twd if

    they had any discretion, it is merely a8 t t 3 the mode of hying out the money, a8 to

    which alone they are to have the consent of the person in poss~sion. The p e ~ o i ~ a l

    estate was in this way given with the real estate, and was, when i ~ v ~ s t e d , to be subject

    to the same rules for e r ~ j o y i ~ ~ e ~ ~ t ~ Devised in this ~ ~ ~ a n ~ e r , the ~ ~ s s o n u l estate iu,

    *hether actua~iy ~ o ~ ~ v e r t e d or not, to be ~ o ~ ~ s ~ d ~ ~ ~ as Isrid. ~ e e ~ ~ ~ z ~ ~ e v. Zwd car-

    sle (3 P. ~ i ~ i s . .2l1), Cowlep v, ~ ~ ~ ~ ~ ~ ~ ~ n ~ e (1 Dow. 861; see ~ ~ ~ ~ , ~ ~ ~ s ~ ~ v. Thr

    ~ d ~ Q ~ a ~ e - G e ~ ~ ~ ~ , 10 Clark and F. l), ~~~~o~ v. S~~~~~~~ (Arnbler, 241, cited and 00n1-

    mented on in ~~~~~F v. ~ a r ~ s ~ ~ ~ ~ ~ ~ .

    [TIE Lord ~ ~ a n ~ l l o r . - ~ h e cas o€ C o w l e ~ v. ~ ~ ~ ~ ~ s - ~ 5 4 0 ~ - ~ ~ ? ~ ~ ~ was a case of an

    actual trust, witb ail election as to the mode of p e ~ o ~ ~ ~ ~ ~ ~ it.]

    In which respect the present case r ~ e i ~ ~ b l ~ it. The same quwtion was after-

    wards consider^ in ~~~~~~~~~~ v. C o o ~ s ~ ~ ~ (12 Cfask and F. 121f, where these previous

    d e ~ ~ s i o ~ s were fully discussed, thou^^ &at case i s rather ~ a l u a b ~ ~ for the ran&rks

    made upon them than as d ~ r e G t ~ ~ &wing on the present. The 08se of ~ ~ ~ ~ ~ t s ~ ~ v.

    ~ ~ ~ e ~ ~ ~ ~ p (4 Ilare, 487) is a disk-inct ~uthority to show that the mere dirwtioit to h w c

    the consent of any parties to the co~vers~on would not affect the d ~ ~ ~ ~ t , i o n to ~ n a k s it,

    for which ~ e c ~ ~ e r ~ v. Lord ~ ~ r ~ ~ s ~ ~ was relied 0x1.

    The ease of ~ o ~ ~ o u ~ ~ ~ v. o ~ o ~ ~ ~ ~ (5 Yes. 399) ~ ~ ~ k ~ ~ ~ t be ~ u p p u ~ d to tlie esteat of

    d e c ~ a r i n ~ that where p ~ ~ o n a ~ p r ~ ~ e ~ ~ y is given to “ heirs9’’ the word, ‘‘ though it has U

    definite seiise as %o s e d estate> must mean such person as the law points out to succeed

    to the personal p r o p e ~ y Y and the kx%sntYi Judge ~jKnself i i ~ v a ~ i d a t ~ s the a u t ~ ~ o r ~ t y of

    this observation by previous~y sayirig, ‘‘ I am very glad that that releases me from the

    iiecessjsitg of si ating what is meant by the words ‘ heirs at law.’ ?’ Beiides, there the

    personal property, under cestaiii e ~ ~ c u i ~ i s t a r ~ ~ ~ , was to revert tu the pesmnti.1 mtate

    of the testator. and to go on us if it had never been taken fronl i t That case, there-

    fore> c a ~ ~ n o t be taken as 8 guide; hese, Tlie ease. of ~ v ~ ~ s v. Salt (6 Beav. 266) wiis

    not well considered : 110 argurnent appears to lmve taken place. Now &em are the

    that give any s e n ~ ~ l ~ ~ i c s of aut~ori ty for the: ~ 3 r o ~ ~ i t ~ o ~ i ~unteIided for

    by the appellant, her^ the case of ~ ~ ~ n ? ~ ~ v. ~~~~~~~~~ (14 Ves. 48s) i s e ~ t i ~ l ~

    opposed to that pru~osit~oR, and i s in its c ~ r c u ~ ~ ~ s t a i ~ c e s precisely sinii1a.r to this ea^

    There E6411 Sir W, Grant decided on the intention of the testator ; and unless there is

    tiny dis t , inct~#~ batvl-eerk the ‘’ nighest heir-tit-law ” m d “ right, heirs,” tliibt decision

    ought to be held to govern the pramiit. se^ v. ~ ~ ~ ~ ~ 7 ~ r ~ (4 Rusa. 354) i s t,o the

    s:me effect, stid yet, if the r e ~ ~ o I k ~ 1 ~ ~ on the other side is come& there WSM an in-

    t ~ s t ~ c y in that case to the a ~ n o u ~ ~ t c~f d4OQO. But to have held that to be so wmdd

    have bwn to de€eat~ the inte~it~on f the testator.

    The ~ ~ r o ~ ~ o s i t i o ~ ~ that the word ‘ I heir,” in a. gift o f ~ ~ ~ r s o ~ ~ ~ ~ ~ r o ~ e r t ~ y , must ~ e a i ~

    the heir a c c ~ ~ d ~ n ~ tu the u ~ ~ i t y of he ~ ~ r o ~ e r t y , cannot be. s~ip~orted. A devise,

    either of ~ a v e l ~ i I ~ d lan s, or of lands in borough English, to heirs, without rnose, will

    cttrsy those lands to the heir-atcl~w. Pine128 ~ ~ r ~ d ~ i ~ i e n t (tit. I-feir, G. 5, pl. I, pi. 8).

    There is likewise 8 passage in ~ ~ ~ e p ~ a r d ’ ~ o u c ~ ~ s t o ~ ~ e (446), which i s ii distinct autho-

    rity to show that peixo~a1 ~ r o p e r t ~ ~ nlay be given to the fiei~, and that ths n~turet of

    the property will not deteniiine the person n-ho i s tu take by th& d~cr ip t~ ion , but. tbhat

    the very heir, the per so^ who fuEls the d ~ ~ ~ r i ~ t i o ~ i given by the words u s 4 by the

    testator, will take, though without such words it Tvould have gone tu the next of kin,

    Thus, in 31miwty v. ~ l ( i r ~ ~ ~ ~ e (La Russ. 384), where ~ e r s o n a ~ r I . o p ~ r ~ ~ was given, the

    tlnture of the ~ ~ ~ ~ p e r ~ y did not d0te~7ine tlio person who wm to take, nur did it in

    ~~~~~~~~~~ v. ~ 3 ~ f ~ ~ ~ ~ ~ ~ (1 P. ~ 1 ~ ~ ~ . 7-18). In t,he latter case? as in ~ n ~ f ~ - ~ v. Xord ~~~ ~~-

    &m, (I %rem. 35). the I ~ r o I ~ e r t ~ was personul, and yet the heir, and not the e ~ ~ c ~ t o ~ .

    \$-ZLS decregd t t t tukc heir ’’ nmy be used, with referenm tu the

    Rtrecession to ~ r o p e r t ~ , so as tcr &ow that h e i r ~ a ~ l ~ ~ ~ no% inteiided ; and where

    it is so, the 1tropert.y vill go to the peixon ~ Z O Itas clearly ~ i ~ ~ n d e d by the

    testator, whetlies 110 is tcchnieally [542] heir or not. The decision in Ir,,, v. ~ ~ r ~ ~ ~ ~ ~ ~ , ~

    Of course the vi-ord

    21 3

    I11 H.L.C., 543 DE BEAUVOIR ‘U. DE BEAUVOIR [1852]

    so?% (1 Jac. and W. 388, 11.) and ~ ~ ~ t ~ ~ g s 17. ‘ ~ ~ c ~ e ~ ~ o t t (2 Myl. and K. 69) rnay be

    explained on that principle. But that argument as to the possible use of a particular

    word, doar not aid the appellant. Pyot v. Pyot (1 Yes. 335) was a case of mixed pro-

    perty, and there the intention of the testator was what the Lord Chancellor acted on,

    the word *‘ relations ” receiving a construction which, in the opinion of the Chancellor,

    best affectuated that intention. ~~e~~~~~ v. ,4shtnn (SO Law J. 53) is the most recent

    case on the subject, and tilere, on a devise of real and personal estate to the trustees,

    on trust f o r a life estate t o A., and should he leave lawful issue, to his children, share

    and share alike, and should he die -vcithout lawful issue, to the) heir-at-law of the

    testator’s f arnily then living, whosoever the same might be, VicsChanaellor Knight

    Bruce held that the next of kin had no interest whatever in the gift.

    The intention of the testator must regulate the application of the fund, if that in-

    tention can be ascertained. Nere it is plain that the intention was, that the realty and

    personalty should go togettier j and that being so, the words ‘‘ right heirs ” mmt

    receive their strict legal constructi~n.

    Mr. Rolt, in reply.-It has bem assumed, t~Iroughout the argument on the other

    side, that the word ‘‘ heir ” has a fixed meaning. even when applied to personal estate.

    That is not so ; it has a meaning depending on the property to be given, unless other-

    wise explained. The testator nrade one mistake in the use of it in this will; and his

    real intention is shown by his ab~~ndo1imeiit of an attempt @ secure a strict line of

    heirship, if that of the Benyons should fail. It nemr was contended that the %tator

    had died intestate with respect [543] to any part of his property, but that he had made

    a gift vhich, under the circumstances that have arisen, produced Lhe same reeult as if

    he had died intestate. Z’leydeU v. PIeytlell (1 P. Wnis. 748) does not bear on this case,

    for the question there was, what was the ineariing in that will of “ dying without

    issue,” and the time to which that phrase applied. If that case could be deemed a de-

    cision on this point, then Gittbhgs v. XcDermott ( 2 Myl. and H. 69) cannot be recon-

    cilcd with it. Tetloul Q. Ashton. (20 Law J. Ch. 53) is a case still under discussion, and

    cannot therefore be treated as an authorjty; baidea which, the words there are very

    different. In Doe d. ~ ‘ ~ ~ f f ~ ~ t e s v. Over (1 Taunt. 263-266~, a case before the Xaster of

    the RoIls in 1732 is cited, and i s thus represented : ‘‘ Vnder a limitation to the family

    of J. S., the real estates descend to the heir-ablaw : the personal estate goes to the nest

    of kin.” It is said that “ the decree of thatz day, upon search, has not h n found.”

    d recent search h w been more successful, and this is the entry, which certainly does

    not support the rep~esentation there made of the case : ‘‘ cUR.-Let the defendants

    flocers and Burgess come to an account before Mr. Burrouchs for the personal eetutate

    of Saml, Fitzall come to their or either of their hands, or to the hands of any other

    person for their or either of their own use : And do declare that one moiety of the clear

    estate, after payment of thc debts and legacies and funeral expenses of Saml. Fitsall,

    is to be conqidered as part of the personal estate of Eliz. Fitzall, and that the other

    moiety doth belong to defendant Richard Fitzall of Bristol in his own right and as

    executor of his brother 13ugh Fitzall, and the defendants Rngers and Burresse to pay

    the same over to him accordingly; and 8s to the real estate of Saml. Fitzall, alii

    opinion (pie) that the wife became entitled thereto by [544] the exprem words of the

    will in fee simple.” That case, therefore, does not support the argument for which it

    v a s there cited : but it vcould Im an authcwity to show thatr under a general devise of

    that sort, the real estate may go to one party. and the personal estate to another.

    As to the conversion, that was not imposed on the truskes as a duty, nor e ~ e n as a

    thing depending on their discretion, but was a mere power given to them, &odd those

    in possession desire it. Cowley v. ~ ~ r ~ s t o ~ g e (1 Dow. 361) is not in point ; for ihere

    the person was in powsecssion ; but Edward Benyon was not. Some of the personal

    property here remains unconverted. Rut1 suppose the whole of i t had been con-

    verted. the conversion could only have been f o r certain purposes; and it would remain

    subject to the contingency of the failure of the persons to whom it wa8 first given for

    those purposes; and on such failure would go to the testator’# ‘‘ right heirs,” who in

    wch a case must be those to whom the law would give his personal property. The

    Courts cannot alter nor extend the purposes for which the conversion was ordered to

    he made.

    The I’ord Chancellor.--My Lords, the property a t stake in this ease i s of so large

    21 4

    DE ~ ~ A U ~ O ~ ~ b. DE EA^^^^^^ [1852] 111 W.L.C.,

    an amount, that if I could enter t~in any doubt upan the question of law which is now

    to be decided, I should eertaainly ~ ~ o ~ m e n d your Lordships to udjourn &e further

    cons~deration of the case, in order ta give time to consider it. The CSS0 has been re-

    markably well argued at the bar, both upon a u t h o ~ i ~ and upon principle,; and Lhe

    party who fails will have the sat~sfact~on of knowing that n o ~ i i ~ g has weaped tbe

    attention, zeal, rwtd knowledge of the learxied counsel a t the bar in adTr~ating his

    i ~ ~ t e r e s ~ .

    The question before your Lordships must be d ~ i d ~ , [5&] firs% upon the ~ntention

    of the testator as it may be collected upon the face of the will, without reiferenc~ to any

    rule of law ; tmd then we must apply the rules of law to the intention thus collected, in

    order to see w ~ ~ e ~ e r we am at liberty, accord~ng to tire p r i~~c~p les of law, to carry that

    intention into eEwt.

    With mspect, to the ~n ten~ ion f the ~ t a t o ~ , taking the whole will ~ o ~ e t ~ e r ~ I think

    it ~ ~ p o ~ i b l e to ~ n b r t a ~ n a y reasonable doubt. I t is u n d o ~ b ~ ~ y i3, singular will.

    It is written by the testator himself. Not being a lavcyer, he confounded the ~ e a n ~ n ~ s

    which the l aw attaches to certain xords. We does not dispose regularly, and by apt

    words, of 41 his property; and yets when we refer to the various l ~ n ~ i ~ t i o n ~ which he

    introduc~,-~iniitations i * ~ u i r ~ n g the utn~ost sccuracy in -pint of law, there is not 8

    single fault to be found with the strict correctnees of expression a p p l ~ c a ~ ~ ~ to each. I

    should suppose that be had had a previous will mada for him, or had some precedent

    before him wh~ch he copied, but which did not ~iappen exactly t.o rit his purpose.

    .Them has baen much contmtion a t thai bar ax to the ~ n t e n t i o ~ r meinning of the

    testator in certain words which he had used. In the first place3 there is a d ~ s ~ o s ~ t i o n ,

    upon the face of the will, of a certain sum of 4 per cent. stock; and he gives that,

    a fb r certain ~ n t e r e s ~ s ~ to trustem ‘‘ and their JwGs,”” upon c e ~ a ~ ~ trust@, ~ r ~ n g the

    l i f e of a lady. It i s said, that the t ~ s t a ~ r

    niust have known the cons~uence of law a~taching to the use of the; word “heirs;”

    and that, therefore, when he used it, he meant those vho would t&a personal ~~roperty,

    which this was, in succession. But that assumes what I think we have no right to

    rem0 to the rest of the will. It i s perfectly clear &at that ~ ~ i ~ ~ ~ t a t i o n

    ‘‘ and their heirs,”’ would carry the stock in question to their personal

    mal r e p ~ s ~ n t a t i T ~ . But i t i s not so

    clear that tho testator did not use those words fmni his insu~cien t ~ n o ~ ~ ~ e d ~ e of the

    law+ The persons to n~hoin the property passed under this ~ ~ p ~ ~ s ~ o ~ i would take i t

    equally as trustees or executors. rhoe ever took it, would take i t in the same character,

    and i~~~~~~ with the same trusts ; and I think the rest of the will sliows that this

    testator sup~(~sed that he could dispose of that p r o ~ ~ ~ y to tba heirs of the persons

    named j and so no doubt he could, if he had used apt words for the purpose. There

    would have been no d i ~ ~ ~ ~ t ~ in substit~utin~, as ~ a ~ ~ d ~ the! pe~sona~ estab., the real

    heirs of the trustees. order of

    miccessssion ~ ~ 0 ~ ~ 1 ~ have been broken, and the p e ~ s o n ~ to be tru delat& of

    those who were named would be, not their personal, but, their r ives.

    There are some words in the devise of all his estates which have not been much

    ~~dTerted to at t~he bar, but. which appear to me to be entitled te some w e ~ ~ h ~ . In

    itiaking a general disposition of that property, which is exceedin4 large, he gives

    * I all nly estates in t.hs funds of ~ng land , and all ixy said ~ ~ a n o r ~ ~ t c . [His Lord-

    ship read the words of the will] (am% p. 525). Now the expression, ‘* all. my estates

    irt. the funds of ~ n ~ l a n d ~ is a singular one.

    even in d i ~ p o s ~ n ~ of those funds he was d i s p ~ ~ n g of s o ~ ~ ~ e t h ~ n g which was e q u ~ v a l ~ ~ ~

    to what i s t~clin~cally termed estate ; ‘‘ niy estates,” not his ~nterest, but h i s estates

    in the funds of ~ n g l a n d ;” and how is that followed up 2 Ne disposes of the estates

    in the funds of ~ n g ~ a n d along with all his [547J real est

    enrtrrzerRted,--e~~~ d e ~ c ~ ~ p t ~ o n of property being aiumm

    uses, and in the strict& s e t t ~ ~ e n ~ in w ~ ~ c ~ i any property c

    by the most accurate and consurnmate lawyer. No lawyer can deny, after r e a d ~ n ~

    the words of this will, that the t ~ s t a ~ o ~ , having large sums in t.he Funds, treated them

    its estate,-as real property, to go in succession to the tenants for life, with strict re-

    niainder to their issue in tail male suc~essively. Now we know that his d i s p o s ~ t ~ o ~

    Tvouid have been d i ~ ~ ~ p o ~ n t e d , because the law does not permit such l i~ i ta t ions

    of personal estate. The first person who became the ienant in tail would have taken

    215

    Now this has been argued in both ways.

    !!%at r ~ ~ ~ r ~ no a r ~ ~ ~ e n ~

    It only required apt. xords to e%xt that

    It shows that the testator ~ ~ ~ e i r e ~

    1x1 E.L.C., 548 DE U E A U ~ ~ O I R 8. DE BEAUVOIR jl8523

    the property. That was not his i n ~ n t i o n ; that would have h e n against his iri-

    tention ; but the law would have been too strong for him. But that has 110 effpt upoli

    the operation of the will, when we are asking what his iiteaning was. His intention,

    even as respects his funded property, was, that the soiis of sons should taka 1 in . succes-

    sion as tenants in tail inale, one after the other, so as to exhaust the whole male

    line. Each person was to take the wliole property as real estate; and i t i s perfectly

    nianifest that he did not know7 the difference. Then, at the close of all, conies that

    limitation which has been so niuch observed on, and upon what the case turns. In

    default of issue of the last person,--issue male, i t will be recollected,--he says, “ I

    give and devise the same ;” that is, the whole property of both sorts, “ t o iiiy own

    riglit heirs for lAfL”

    At the end o f this will there i s a power wliich has properly h e n conimented on

    at your Lordships’ bar. It is the power to the trustees, “ with the consent of the

    person who may be in pmsession and entitled to the profit thereof,” to invest the

    residue and surplus of the personal estate in the purchase of freeholde in England,

    and to convey tlie Same [5&] to such uses, etc., as had k n declared concern in^ his

    nianors devised by his will, as sliould be “ then existing, unde te~ ined , o r capable of

    takirig effect, and for no other use or purpose whatsoever.” Now on the one side it has

    been contended that this is an absolute power which must be exercised, and that the

    effect i s at once to convert the personal property into real property, to impress that

    property with a real character, and to dedicate it to those uses t5 which tlie real

    property is dedicated, so that upon that alone tlie case iiiust be decided ; an ~rgui i~ent

    which, if well founded, would put a11 errd to the case of the appellant.

    I think no authority has been cited, and

    I am not aware of ariy authority which carries a power of this sort to that extent.

    Cou4ey v. Hai-tstoizge [I Dow. P.C. 3611, and tlie other cases which have been alluded

    to, ceitainly do not authorize your Lordships to say that this was an absolute con-

    version. There was, in point of

    fact, a power, or it may rather be called 5 trust, to invest the property either in real

    estate or upon personal security. This Rouse did

    not sag that the trustees could not lixre exercised, but they xzever did exercise tlie

    discretion thus reposed in them : arid therefore it was held that this House, sitting

    t is a Court of Equity, would wercise the discretion which they had failed to exercise,

    nnd that as the whole course of liinitatioii showed thnt the property was intended to

    go in the way in which the real estate should go, the discretion iiiuet be considered

    as restriited, arid the power must be exercised in directing the property to go accord-

    ing to that destination. So far that case is, no doubt, iui important authority bear-

    ing upon this question: but I aiir not prepared to advise your Lordships to decide

    that the power here is an absolute conversion.

    [549] But then it is said on tlio other side, that even if that power had been

    eserciqed, considering it as a pover which it was not absolutely imperative to exer-

    cise, the estates which had been purchased with the funded property would still have

    gone according to the construction of the will contended for by the appellant, namely,

    to the nest of kin. The Iearned counsel seems, when addressing to your L o r d ~ h i p ~

    that a r~u~i ien t , to have lost siglit for U motnent of the words of the poner. It i s int-

    possible to read this power without seeing that the uses wliich are referred to itre

    the uses of the real eatate, and not the uses of the funded property, and as the funded

    property was itself to be eyhausted in the very purchases which are supposed to have

    been made, it was no longer necessary to consider the uses of that property; but, iii

    ethe state of things which we aro now supposing, naiirely, that, there liad been an

    exercise of the power, the property would be conrerted into real estate, and the real

    estate ib , by the express directioii of this part of the will, to go to the same uses as

    his “ reputed manors, lands, bereditaiiientr,” and so on, ending with the word “ pre-

    mises.” The word “premises” at the end caiinot vary the true construction, if he

    liad already disposed of the whle funded property and converted it into real estate.

    I am clearly of opinion, therefore. upon that portion of the will, that if the power hi1d

    been eiercised, the property would liave beconie real estate, and wcdd have de-

    scended with the rest of the real estate to the heir-at-law.

    Now, your Lardships have heard a very ingenious a ~ g u ~ ~ i e n t on the part of

    appellant, in order to persuade you to stop nt the fast limitation to the issue male

    216

    That is a view in wliicli I do not coucur.

    Take that very case wvhich was before this Rouse.

    Tlte trust never was exercised.

    m ~ ~ A u y o I ~ U . DE ~ ~ A u ~ o ~ ~ c185z-j fIX alko.,660

    of the t e x ~ a i ~ t ~ for life, and to consider, not, as was ~ m p u ~ d to the learned counsel,

    that there was no disposit~on on the face of the will, but to consider the actual dis-

    position which is upon the face [560] of the will as amount~ng to this : " Xy prope~y,

    real and p e ~ o n a l , when those several tin% have failed for whioh I have thus par-

    ticularly prot.~ded, shall go in succession a c ~ r d i ~ g to law, that is, the real portion

    of it shall descend t;o the he~r-a~€aw, and the p e r ~ n a l portion shall go to. the next

    of kin." In order to ~ a ~ n t a i ~ * t propos~t~on, it was said that, w h e n ~ ~ e r there i s

    an ingredient of descent, particularly in a case of this sort, it i s impossible that th0

    law should not take this course. The

    ~ u e s t ~ o n i s simply this in every case, i s the ers son described, d e s c r ~ ~ d as '' ~ ~ ~ s u ~ ~

    ~ ~ ~ ~ g ~ u ~ ~ ~ or not? IJpm the failure of the branches here named, supposing s

    descent of the real property to take place, it would of course go ta the person who

    was then heir-a~~&w. He would take, no

    doubt, by his better title, s u ~ ~ o s i n g even he had been i n ~ n d e d to take under the

    will; but it would vwt in that person who, a t the death of the testator, was his beir-

    at-law. It i s very true that, by the law of descent, the reversion would travel, aa it

    were, till it was stopped by some act, so as to vest for the time being in the heir

    of the ~ s ~ t o r ~ But that does not affect^ the question which we have now to consider.

    That question is, Who i s the person to take9 Till you a ~ e r ~ a i ~ who that person is,

    the onIy r e ~ a ~ i i ~ ~ ~ question is, Did this t e s t a ~ r , or not, mean that the same persons

    who took the real estate should take the personal estate? It does not matter whether

    he i s described as a right heir, or wh&her he belongs to the class of legal right heirs, if

    he" is the person and the only person who can take, supp~sing the real and persona?

    pro~er ty are to go together as a blended fund. The moment you ascer ta i~ &hat the

    hejr-a~~aw, at the death of the tmtator, is the person entitled to the rea1 est&, you

    ~ ~ r t a ~ n a t the B B ~ B m o ~ e n t ~ a ~ u ~ i n g tha i n ~ n t i o n , tha% the same person i s to

    [5@] take the personal estate as ~~~s~~ ~ ~ ~ ~ g ~ ~ a ~ There is no d i c u ~ t y , there for^^

    in applying the rule, if gou a s ~ r t a i n the inten~~on.

    The will dcah with the whole of the vast

    funded p r o p e ~ y , which is called in this cam, a.nd with some propriety, i f its amount

    only is considered, his " estabs in the Funds." It treats them as a great property,

    as they a.re. The testator follows up t%hat i ~ ~ n ~ ~ a ~ l y by speaking of his " ~ a n o r s ,

    ~ e ~ u t e ~ ~ ~ a ~ o ~ ~ ~ in the usual txmns. Re then disposes of the r o p e ~ y , for life, to

    c e ~ a ~ ~ persons in s u c c e ~ o n , to their sons, and the ~ ~ u e . ~ ~ l e of thaw sons, and so

    on in succession, p r ~ v ~ d i n ~ for the male branch, and only for that branch. Do= he

    make any dist~nction? Does he entertain E L K I ~ doubt that his estatos in the Funds

    will go precisely in the same way us his real estates? I am not now asking how they

    will go, but That he ~?~tended, as his i n ~ n ~ i o n appears upon the faw of the wiX1.

    I can e n t e r t ~ ~ n no doubt that his i n t e n % ~ o ~ was that the p e ~ o n a l estate should go,

    and his belief was that it would go, precisely in the same manner as his real estate

    itself.

    But then you come to the words, I' in d e ~ a u ~ ~ of issue ;1' when all them persons had

    ceased to live for whom he had provided in this way. Re had not exhausted all the

    branches. He bad neither provided for the d a u g h ~ r s of sons, nor had he provided

    for %he sons of daughters. There were two of the branch=, therefolre, of those fav-

    ourad ~ b ~ e c t s , still b be provided for. If you were to carry out this ultimate limita-

    tion, would that; tend to any p r o v ~ ~ ~ o n f r t&eham? In the first place, i t would e n ~ ~ ~ e

    the heir-at-~aw~ who was b i ~ s e ~ f one of the ~ ~ j ~ t ~ to make provision, as far as he

    ought proper, for the p a ~ ~ e s for whom the t r himself had not, by ~ x p r e ~

    words, prot.ided. I sce a c o ~ ~ t ~ n u i n ~ i n ~ n t i o n i ~sta tor ' s mind, Re describes

    E5621 ultimately, as a class? his right heirs. H i s right heir was to be found among

    the very persons for whom he before had made especial provision about the real

    est&&. The p e r s o ~ a ~ &a& can only be take^ away i~ order not to carry the two

    ~ ~ c r ~ p t i o n s f property to the same persons. Is there any m q i ~ in the words

    which shall compel your ~ o ~ d s ~ i ~ ~ ~ to say that the sam5 words shdX not have the

    same construction, as applied to the intended object, when no contrary intention

    is expressed?

    It is said that the e%& of this ~ n s t r u c t i ~ ~ will be to give to the two words

    twcr senses. It gives to &e right heir two descr~ptions o f

    p r o p e ~ y , but in one sense. The fact that the ator's right; heir is to bke both

    I am not aware of any authority for that.

    ~ o ~ d y can dispute that proposition.

    Now let us look ibt the inbntion.

    X t does no such thing.

    217

    IU H.L.C., 883 DE BEAUVOER D. DE BEAUVOIR L18.521

    properties, involves no difference of sense at all. One class of this property he does

    not take in the character of right heir, but, being the right heir, he takes it as a

    gift under this will. It is perfectly clear that, i f the personal property is given to

    him expressly, he wilt take it. The words are not used in two senses, but they are

    used in one sense, to carry both properties according to the intention. When the

    law, either by its own force, or in pursuance of the: intention of the testator, ix be

    collected from the will, carries the property under those words t o the same person,

    there are not two semes puts upcm the same words, but the right heir takes b t h pro-

    perties; whereas only one of those properties would necessarily devolve upon him :

    both would not, unless the testator had so expressly directed.

    In the other view of the case, if you suppose the construction to f>e,--“ I mean

    my property, after those ~imitations, to go in a state of succwion,”--there i s then

    a division. It is one declaration, but i t involves a division of ths property, because

    the succession would turn out to be, that the real estate would go to the heir, and the

    personal estate to the person a1 representatives-

    1[653f Upon the whole will, therefore, I cannot entertain any doubt && the in-

    tention of the testator, if the law would allow that i n ~ n t i o n ta be carried into effect,

    was tct make this a Mended property ; to give to i t the character of real estate, and,

    as regards the disposition of it7 whether in the one character or the other, to give.it

    to the same person in reversion, precisely as he had given i t tx, the same persons in

    possession in the different limitations which he had introduced, and which were not

    so properly applicable to i t as in the case of this gift of the reversion to the p e r s p

    who filled the character of his right heir.

    The power to invest the property, I consider, greatly aide this construction. I

    do not construe, and I advise your Irordships not t o construe, the power to convert as

    ~ ~ m o ~ i n t i i ~ ~ to an absolute c o n v e ~ i ~ n . It is not necessary that we should do so;

    but still, I consider the power, which is here made subject to the usual check of the

    consent of the tenant for life, to be a clear indica-tion of the intention of the ~ s t a t o r

    to treat these blended estates in the same manner as he has treated his real estates;

    and it leaves no doubt upon my mind m to wha~t was the intention of this testahr.

    Then the question arises, are we at liberty by law to give effect to that i ~ ~ n t i o n ~

    I am not aware of a single case which militates against such a construction. No such

    case has been cited. I have diligently attended to everything which has been quoted

    at the bar, and I am sure nothing htas been omitted that could have been brought

    forward; but I know of no case which forbids the ~ n s t ~ c t i o n for whioh the re-

    spondent contends. All that the appellant has been able to do is, trr endeavour to

    qualify the decisions, and to refer them to certain particular gmunds; but there is

    no authority whatever for his contention. The authorities on the other side are

    numerous; and though [554] they may be cavilled at and partly explained away,

    yet in all (whether the gift is i ~ ~ ~ ~ i a t e or in remainder, whether i t i s of personal

    estate or of a mixed fund of real and personal estate) the question simply is, whether

    there is such a description on the face of the will a& amounb to a, ~~~~~~ per-

    solane, and enables you to give to a person, net filling the character in which he would

    be entitled to take it by law, the property which the te&ator has bequeated to him.

    The cme which has been so often re-

    ferred to, Buunsry v. Hamire (4.Russ. 384), was ts very siniple case. The testator

    gives ” to my heir ” $4000. No doubt,

    if that case had to be argued at the bar of your Lprdships, House, we should be told

    that it could not mean the heir; iL was personal estate, and i t must be intended tx,

    go to the executors. But there is nothing to prevent your giving to your heir, even

    by that description, i f it‘ $u~ciently designates him as the party who is to take it,

    any sum of money you think fit, or the whole of your personal estate. The Master of

    the Rolls, who decided that casc, referred in a later case (Gittiags v. McDermott,

    2 Myl. and K. 69) to his preyious decision, and said that he skill adhered to it. What

    created a little difficulty in that case was, that there was coheirs ; but thati was held to

    make no difference ; coheirs take under that single description of which shows

    that the word ’‘ heir ” was not used in that restricted mnae in which giving to an

    heir has been sometimes held to give a property by purchase.

    If you refer to the other eases, relating to gift8 in remainder, the case in Shep-

    pard’s T o u c l ~ s ~ n e (446), which i s the first case, i s quite decisive. That was a gift

    Take those casea which refer to posseasion.

    That i s in possession j that is immediate.

    heir

    213

    DE ~ ~ A ~ V O ~ ~ 21. DE 3 ~ ~ A ~ ~ O ~ ~ [I8521 m BLC., 655

    of a l e a s ~ ~ ~ ~ ] - h o l d estate in rema~nder to the heir of 3. S., after the death of J. S.,

    to whom it waa first given. Now, in point of law, there can be no heir to personal

    estate, which ~ e ~ s e h o ~ d est&+ i s ; and therefore> though the words would operate to

    give it to the real repr~entative, still they muld not prmerve their strict lagal

    i ~ e a n ~ n g . e ~ ~ e t ~ ~ e s forced a meaning to the word " heir '' w h ~ ~ l ~

    does not p beIong ta ik; and e life estate, it was there held that the

    heir and t-he executor of the heir should take it.

    The case of Banuers o. Lord Clarendom (I Vern. 35) is precisely to the same

    effwt, and waa decided on exactly the same principles, which indeed admit of no

    doubt.

    The case of ~~~~~~a~ v, ~~~~~~~~~~ (5 Yes. 3991, which i s entirely confhed to per-

    sonal estate, i s entitled, certaiiily? to very great attent.~on, in eans~uence of the

    high a u t ~ o r ~ t ~ of the kasned Judge by whom i t was decided; but I cannot help

    thinking that Lord Alvanley did not give to the words of that will all the weight

    which they deserved. I think, if they had been fully brought3 to his view, he would

    not have e n t e ~ a ~ ~ e d th oubt which he expressed. In that case th8 directaion in the

    will was, that the trustees were to pay 25000 to such child or children as his

    daughter Kindes shou~d leave at the time of her decease, in such shares and pro-

    portions as she should think proper to give the same; and in case she died leaving

    no children, then the sum of $21000, part of the ~ 5 0 ~ 0 , in trust for the e s ~ c u t ~ r s ,

    ~~n i in i s t~a to ra , os assigns of his daughter Hindes, '' and as to %he &4000, residue

    of the 25000, in trust for such person o r pemna a& shall be my heir or heirs-ablaw."

    Now observe the different mode in which the &5000 are disposed of in remainder.

    One thousand pounds are given in trust for the executors, a d ~ ~ n ~ s t r a t ~ r & , and

    assigns of his daughter, in regular strict Words a ~ p ~ i c a b l ~ to We property; the

    f656] other ~ 4 ~ 0 ~ in trust for such person or persons as should be his own heir or

    ~ ~ e i ~ a ~ ~ a ~ . The distiI~ct~on, therefore, whieh the fxstatm drew, shows in what

    senses he used the different words, and I should have t h u g h t i t could have left no

    doubt u p n the mind of the Court that the ~ ~ 0 0 ~ were to go to &e heir o r ~ e ~ ~ - a ~

    law. Now i t i s singular, that althou~h Lord Alvanley was @ad to escape f

    ciding that, yet the declaration was of no value in the decision of the case,

    the same person ~ ~ a ~ p e n e d to fill both relations ; but it is of value as showi

    h r d A l ~ ~ ~ ~ e ~ ' s real ~ p ~ n ~ o n was j for the d e c ~ a r a t ~ o ~ was that the heir-at-law, not

    the next of kin, took it. Upon that^ ease, therefore, as fiar as i t goes, I think the

    ~ ~ ~ s e r v a t ~ o ~ ~ \vhich was made by Sir John Leach, in Faits v. Tem%p&r ( 2 Sim. 541),

    is correct: '' The Court did not decide that ' heirs ' meant next of kin." That

    case, therefore, as far as it goes, is consistent with the others.

    The ease of ~ ~ e y ~ ~ l ~ Y. ~ y ~ e ~ ~ (1 P. %Vim. 148) i s precisely of the same nature.

    Sir Joaeph JeIrylI o ~ ~ g i n ~ l l y d ~ i d e d that cme, When i t came before Lord

    field, he did not say a word aga~nst We decisio~ itself, but merely observed

    proper time had not arrived to a s ~ ~ a i n up to what period the heir-at-1

    be living in order to take. Qf mume, therefore, that case is an authority the Same

    way.

    The only a u t h o r ~ t ~ I know of for the other view of the question i s B w m v. Salt

    (6 Beav. 266). We have tdlI muoh respect for the nob€e Lord by whom &at cam w m

    d ~ i d ~ . I will not enter into a ~ i ~ c u s s ~ o n upon it. It is a very short cme. It came

    on upon p e t ~ t i ~ n , It* will not be ~ o n s ~ d e r ~ , and I think in f ~ i r n ~ s tcr the n&le Lord

    ~ i ~ s e ~ , it would not be right to consider it, as a case which i s to be put in ~ m ~ ~ ~ ~ t i o n

    with others upon tbis ~ ~ p o r t ~ n t question.

    @57] Then as regards those c a m which ham been referred to which were decided by

    the noble Lord now present (Lord Brougham), when he held the Grelat Seal, no exception

    can be taken to them. In ~~~~~~~~ v. M c ~ ~ ? ~ r n ~ ~ ~ ( 2 Myl, and E;. 69) there was a gift

    over to prevent a lapse. The a r ~ ~ i ~ e ~ t was a very fair one, that as the prop~rty in

    one case wodd haye go party a ~ o l u t ~ ~ , and from him to his personal repre-

    ~ e n ~ t i v e ~ , w, when the spoke there, by way of ~ u ~ s t ~ t u t ~ o n , of We heir of tbe

    body, it waa understaod that he meant the same person who would have taken &er

    him in Case there had been a lapse.

    There was N. ca8e of Fu&e v. Ternpier (2 Sim. 52$), in which the gift being to T, P.,

    or to his heirs, exmutors, a d i n ~ ~ ~ 5 t r ~ ~ ~ , and s i ~ s , mid T. P., dying in the

    tmtator's lifetjme, it was held &at the b ~ u e s t was void for u n c ~ ~ ~ ~ i n t y . I can no^

    23.9

    111 B.L.C., 568 DS ~ ~ A ~ v o ~ ~ "U. DE BEAUVOIR [t852]

    say th& I concur in that view, but it, is DO authority in favour of the appellant in this

    case.

    As far, therefore, as the a u ~ r , r i t i ~ go with respeet to personal estate, whether the

    gift be an i ~ m e ~ ~ a t e gift, or whether it be a gift in remainder, the casas appear to me

    to be uniform, to give to the words the sense which the testator himself has impressed

    upon them,-that if he has given to the heir, though the heir would not by h w be the

    person to take that ~roperty, he i s the person who takes as ers so^ ~ e ~ ~ ~ ~ ~ t ~ . It

    is impossib~e to lay down any other rule of construction.

    I quite agree that as to tbem the argument is

    s t i l l stronger against the appellant, for if the law is settled when you can collect the

    ~ n ~ ~ ~ t i o ~ ~ , 8s regards personal estate, the a r ~ ~ i e n t that it i s so must, d ~ o r ~ ~ o r i , have

    more operation when you come to blended property, c o ~ ~ s ~ s t ~ n ~ of real and persmal

    estate; for as to 80 much of the property which consist8 of real estate there can [&j8l

    be no doubt or q u ~ t ~ o n , but t.kat t,he person whu is described as '' heir I f i s ~ n ~ n d 0 d

    to take in that character. You therefore at once, in speaking of " heir," impress upon

    the gift, or upon him mho is to take it, his own proper char~ct~r,-.that of heir.

    When you are dealing, therefore, wit*h the same disposition, though of another part of

    the property, you are relieved from the d i ~ c u I t ~ which you labour under in the more

    naked w e of personal property, and having found that the testator meant what he has

    mpressed as regards that portion which i s real property, you may more readily infer

    the same i n t e ~ t ~ o n as regards the other ~~~~n of the same gift d ~ p e n d ~ n ~ upim the

    same words, and you thetmfore allow the whole disposition the same operation as you

    would give to i t if i t had been confined to real estate alone.

    There is

    ~ o t h ~ n g on the other side. En Sirmine v. to^ (15 Ves. 365) there i s a decision of

    Lord Eldon ; but i t must be recollected that in that case them wm l ~ h o l d aa well as

    freehold estate, and Lord EIdon there held that the heirs took as purchasers on account

    of the m a n n ~ in which the pro~er ty was given. He says (15 Ves. 371) : " This is not

    merely tb devise of freehold wtate, but a disposition of lea old, freehold, m d copy-

    hold lands. There i s no doubt that the l0~sel~old wtate, in equityp would be taken by

    thcm as purchasers." Re had no doubt, therefore, that where, by the intention, you

    find that the heirs vere to take as purchasers of the ~ ~ e ~ ~ o l d , the freehofd estats would

    go to them in like- manner.

    Ea mother case befors the same learned Judges ~ ~ , ~ ~ , t P. A t k p s (17 Ves. 255 ; 19

    Ves. 299 ; Coop. Ch. Cas. 1 l 1 ; X Turn. and Rum. 143 ; see also the Law of Real Property

    as a d m ~ ~ ~ s t e ~ e d in the Bouse of Lords, 316 et seq.), he1 says that it i s vf3ry difficult tc

    give a E5591 divided const,ruction. Your Lordships will recoI1wt~ th:& thnt was i>

    devise of leaseholds, with freehold of inhesitance " to my family." Sir T.T7illia1n

    Graat d e c ~ ~ s d that " ~~~~~~1~ " there ~ n e a ~ t the head of the f ~ ~ ~ ~ ~ y ; and thorefxe the

    heir u l t i i ~ i ~ t ~ l y took the property as being the head of the family. Th*t deoision was

    not s u ~ t a i n ~ in this Kouse, though it trw not absolutely reyersed. But ;feclarzltima

    e in that case, which have always been taken not

    giving La the person who was, made tenant in fee in the Grst instance, all the

    rights of property during her life, whatever might be the d~ t ina t ion of tbe property

    after her death. Lord EIdon says, '' I must know that fact, in order to determine

    what, i f the subject is real estate only, designates the heir tat the death of the deyimr,

    or such person as shall be heir at the death of the first taker', and what i s to be the

    ~ a n s ~ r u c t ~ o ~ of it as to a mixed fund, in the absence of all dec~sion, except &at tbs

    same words we to be c o n s ~ u ~ d~fferent~y with reference to the different ata- an

    intention which it 4s extremely difficult to attribute ta the testator." fa that, case,

    therefore, which was a simple devise of all the property " tr, my family," Lord Eldsn

    thought it was very difficult to collect a different intention, and to attribute to th0

    twtator aa intent to give the real estate one way and the pemosnal m t a h another.

    The case of Porster v. Sierru (4 YM. 766) has mme bearing upon the quwtion ; but

    the gift ther0 was to the heirs on the p& of the mother ; that could not be, properly

    spea~ing, a gift to the t e ~ ~ t o r ' s heirs. ~ a ~ r n a ~ heim would be excluded, a l th~ugh

    heiw on the part a€ the mother had failed ; but that only shows that the words are

    su~oient , which nobady can doubt, to show the sense in which you are to apply them.

    This brings us to the case of Gwyttae Y. ~~~d~~~ (14 Vw. 488), which has been

    very often ment~oned. The ~ t ~ t o r gave [&3Q] to h is daughter all his real and

    Them we came to, the mixed cases.

    The authorities here again are perfectly conclusive as far as they go.

    220

    DE B E ~ U ~ O ~ ~ 'F. DE E A ~ V ~ ~ R [I8521 rrI H.LC., NI

    personal estate, goods, cattle, and 80 on, '' but not to d~min~sh , nor commit no wa

    the lands ; and my nighast he i r "a~~aw to enjoy the same after her death." Eo

    it was the I t ~ ~ ~ h ~ t he~r -a~ law ;"but still the person so d ~ i g n a t ~ was to enjoy the

    px~perty a f b r the death of the daug~zter. It was rather s u ~ r ~ s ~ n g to find both sides

    of the bar making use of the j u d ~ e n t of the ~ a s t ~ r of the Rolls. The j ~ d ~ e n t i

    ~ # ~ ~ ~ $ v. ~~~~0~~ i s very decisive as r ~ a r d s th is ~ u ~ t , ~ o n . i s ono^ says : " I

    have not found any cam d i ~ ~ y applicab~e, but. them is no doubt the heir~at~law,

    properly and technicai~y speak^^^, may take personal property b ~ u ~ a t ~ e d ko him

    of kin and &e

    n ~ e s s a r y fox the Court to say who shall enjoy both. It would be contrary to the

    ~ n ~ n t i o n to dioide them ; and it. would be c o n t ~ ~ to the words to give the whoIe to

    ow that j u d ~ ~ t depe~~ds upon this; the ~ n ~ n t i ~ n crf the

    c o ~ n o n fund, and not to divide the fund into two parts, those

    d ~ ~ e r ~ t persons. I think it i s the same here. I have ready

    s u b i ~ ~ t ~ to youx ~ ~ d ~ h ~ p ~ &at the true coz~struct~~n of this will i s that the pro-

    perty should ull go together, and I see nothing whatever upon the face of i t to authorize

    your ~ r d s h i p s to say that that inte~t,ion cease8 with the t e ~ ~ ~ n a t i o n of issue

    znale, and that, then the ~ ~ ~ e ~ y i s to p, the r al estate in arm way an& the persona^

    estate in another,

    Sim. 327) would have been ~mpeached in point of law. would have been a very

    fair line of a r ~ m e n t , beoause it was decided by the ge who decided this

    oam, and UPOK~ the sanie pr inc~p~es ; and because the ~n ten t~on f this appeal was to

    bring before the House the ~ u ~ t ~ o n of law as ing both that cam and the present,

    But that. was not. done. It

    appears to me that no two cams, upon pri , c m bcs more alike. ~~~~$~~ F.

    ~ a ~ ~ ~ ~ i ~ l ~ , in some respects, is not so strong a case as this. The bstator &ere gives

    real estate to certain uses, in strict ~ ~ ~ e n ~ ~ t to right heim, and so on. He &en

    gives persona1 estate to the same uses. But it; is said in the a r ~ ~ e n ~ not ~ e n ~ ~ n ~

    the authority of the case, that already, by the force of the limitations, he has shown

    that he means his right heir to take that property, and that he will take that propcrty ;

    and that the inteni~ion being so$ you must evnstrue the gift of the personal e s ~ t ~ as

    a gift to exactly the same person. But can them be sueh ;~b d i s t i ~ ~ t ~ o n as t ~ z ~ ~ , - t ~ a t

    if that which is to be done, taking the tcva classes s e p ~ r a t ~ l y , will have t b o ~ e ~ a t ~ o n

    which is c o n ~ n d ~ for and admitted there, i t will not have that effect where the two

    prope~ies are blended tugether, as in this case? My opinion is, that the a r g u ~ e n t

    for the d iv~s~on i s stronger in the case of ~ a ~ ~ d e ~ € v. ~ o € ~ g ~ ~ ~ ~ ~ ~ where there are

    separate gifts, than if is ia &is cme, WVh6ZW there i s but one, and a ~ l % n d ~ giffi

    The o~eration, therefore, of this gift of the tvo properties to the same perwns,

    this property, accord~ng to the decision of the Courk below, in the person

    filled the charseter of heir at the d e d i of the testator. I should t ~ ~ ~ r ~ f o ~ e

    propose to your ~ r d s ~ ~ i p s , i f nzy noble and Ieamed friend, whose a ~ i ~ ~ i ~ c e the

    &use has had on t h i s mcasion, should concur wit& me, that. this decision should be

    iiffirmed.

    Lord ~ r ~ u ~ h a m . - ~ y Lords, E entirely agree with my noble and learned f r ~ e n d ~

    that there is no re~sonab~e doubt t o be e ~ ~ r ~ i ~ e d upon the cons~ru~tioR of this wiIX.

    If we hed had :b dwbt, we should u n ~ u # t i o n ~ b ~ y have taken time to lwk into the case

    more fully, for the purpose of removing any such doubt ; and we should also, in all

    probabi~i t~, haye had reooume to the practice which, for u p w ~ r d ~ of twenty pears

    pa&, has been pursue^ in your ~ o r d s ~ i p s ' Bouse, of giving our j ~ d ~ ~ ~ n t ~ in ~ r ~ t i n ~ .

    But as there is no reasona~le doubt upon the present occasion, X agree with my noble

    and learned friend, that we shall do well to proceed at once to a ~ r n ~ the ~ u d ~ e n ~ of

    the Court below.

    221

    I confess I should a h w t have expected that the cas

    It i s said that it i s er a d ~ ~ e r e n ~ , case from t*his.

    Use AI to get other relevant cases.

    Comments

    De Beauvoir v. De Beauvoir (United Kingdom)
    (Mar 9, 1852)