Amory v. . LordAmory v. . Lord
WILLARD, J., dissented.
RUGGLES, Ch. J., and DENIO, J., gave no opinion.
Judges JOHNSON, MASON, MORSE and TAGGART, concurred in the opinion of GARDINER, J.
Judgment affirmed.
AMORY against LORD.
Where a testator, who died leaving a wife, children and grandchildren, devised his real estate to his wife and two other persons, in trust, to receive the net income thereof and apply it to the use of his wife during her life or widowhood, at her death or marriage to divide the same into as many shares as he should leave children surviving him, the net income of one share to be received by each child during his or her life, and afterwards by his or her husband during life or until marriage, and then the fee of each share to vest absolutely in the children of each child, if any, and if none then in the right heirs of the testator: Held, that the entire devise was void, as it suspended the absolute power of alienation beyond the continuance of two lives in being at the time when the devise was to take effect.
By such devise the widow and children of the testator and their surviving wives and husbands did not take successive legal estates, in which case the
The absolute power of alienation was suspended, notwithstanding a qualified power was given to the trustees to lease the estate for terms not exceeding ten years, and to sell such portions thereof as might be necessary to discharge liens and pay for improvements upon the residue.
THE questions presented in this case arose upon an application to the supreme court of the first district to compel Mr. Lord to complete the purchase of certain lots in the city of New-York, bid off by him at an auction sale under a decree made in a suit for the partition of the lands. The purchaser denied the validity of the title upon the following facts:
James Amory, of the city of New-York, who was seized in fee of the lands at the time of his decease, made his last will and testament on the 19th of October, 1833, containing the following disposition of his estate, viz: “First, I give the net annual income, interest, dividends, rents and profits of my said estate, real and personal, to my beloved wife Martha, so long as she shall continue my widow, to be applied by her, so long as she shall continue my widow, for her own support, and, during the infancy of any of our children, for the education and maintenance of such children, till they respectively shall arrive at the age of twenty-one years, their education to be the same as that I am now giving them; but so that said interests, income, dividends, rents and profits be received by my said wife, not in advance, but periodically as they may accrue; but if any part of my estate be mortgaged at my death, it is my will, notwithstanding the precedent clause, that my said wife pay off said mortgages by such instalments as she may be able, out of said annual income of my estate, first reserving the amount she may judge proper for her support, and the support and education of my children under age as aforesaid, and also reserving such further part of said income as my said wife may deem proper to be given, at her discretion, to my children of full age; and as I have the fullest confidence in my
There was a codicil published in 1835, but it has no bearing upon the present questions.
Samuel B. Amory, having acquired by purchase from the widow a present estate in possession in a part of the lands devised to her use during widowhood, together with his wife, commenced a suit in the court of chancery in the year 1846, by filing their bill against the executors and trustees named in said will, and against the widow, the other children, and the grandchildren (several of whom were infants) of the said testator, in and by which bill the plaintiffs in substance alleged that certain portions of said will were void, by reason whereof the real estate of which the testator died seized descended to his children as heirs-at-law in fee simple, subject only to the estate of his widow during widowhood, and thereupon prayed for a partition of said real estate among the said children, or, in case such partition should be found impracticable, for a sale thereof.
In July, 1851, a decretal order was made in said cause at a special term of the supreme court in the first district (the cause having been transferred to that court under the constitution of 1846), by which it was among other things adjudged that the said will was void in respect to all the devises and limitations of the real and personal estate contained therein, except the devise of the income, interest, dividends, rents and profits of the testator‘s estate to Martha Amory (the wife of the testator) during widowhood, in lieu of dower, which was declared to be a valid legal estate. It was also declared that the children of the said testator, as his heirs-at-law, and by descent from him, were the owners in fee simple of the said real estate, subject only to the estate of the said Martha Amory, and her grantee, during widowhood, therein. In December, 1851, a further
James Maurice for the appellants, and
Miller & Develin for the respondent.
GARDINER, J. James Amory died in February, 1835. By the seventh clause of his will he appointed his wife Martha, during her widowhood, his executrix, and Burtus and Gross his executors, and trustees of his estate, real and personal. The testator then proceeds to declare that, “notwithstanding anything hereinbefore contained, I do devise the same in trust to them for the purposes of this will.” The better to effect his purposes in the will, he authorized them to lease his real estate for a limited term, to erect buildings, pay all liens, &c., and, if it should be necessary, to sell so much of the real estate as might be necessary for those purposes. They were also to receive the rents, profits, income and dividends of his estate, real and personal, and pay them over to his widow so long as
The testator by this provision creates a trust fund consisting of all his real and personal estate. The trust may continue during the life of Mrs. Amory, as the trustees are directed to pay over to her, as the beneficiary, the rents and profits during her life, or until her marriage. The trust, however, is to continue beyond her life, since the trustees are required after her death or marriage to pay over the personal estate and the net annual rents, &c., to and among the devisees and legatees, as thereinbefore provided. By the third clause of the will the personalty is divided into equal shares, and given to such of the testator‘s children as survive him, and to the issue of those who die before him, the issue respectively taking the share of their deceased parent. The trust as to the personal estate of course ceases with the life of Mrs. Amory.
By the fourth clause the net annual income of the real estate is given, one share to each surviving child, “to be received by such child during his or her natural life.” As the trustees, by the seventh clause, are to pay over the net annual income, as directed by the fourth clause, the trust as to the real estate must continue during the life of the children surviving the testator. This is the second life. But the trust does not then cease; because it is provided by the same clause not only that each child shall receive his or her share during his or her natural life, but that afterwards “the same shall be received by his or her wife or husband so long as such wife or husband shall not marry again.” And at the death of such child, and the determination of the interest of his or her wife or husband, he gives “the fee of the share of which such child received the profits to the children of such child absolutely, in fee, as
It is, however, argued, upon the part of the respondents, that the testator gave successive legal estates to the devisees named in the will; that these are valid for two lives, and void as to the residue, according to the provisions of the 17th section,
Again, an attempt is made, in the argument submitted to us, to apply the rule prescribed by statute for future legal estates, to this trust; and the trustees are supposed to hold one estate for the life of Mrs. Amory, a second for the child surviving the testator, and a third for his or her wife or husband; that since by the statute a remainder limited on three or more lives is void, as to the excess beyond two lives in being at the death of the testator, so in this case the law will preserve the two first trust estates, and avoid
The judgment of the supreme court should be reversed, but under the circumstances, without costs.
TAGGART, J. The respondent insists that the devises contained in the will of James Amory are valid, and for that reason the suit for partition of the estate among the children could not divest the estate of the grandchildren of the testator who might be born subsequently to the commencement of the suit for partition; that such grandchildren might take a valid estate in the property devised by the testator, of which they could not be deprived by the judgment in the partition suit, hence a perfect title could not,
If the respondent is right in this proposition, the order of the general term must be affirmed. It therefore becomes necessary to examine the statute in connection with the adjudications under it, to ascertain whether the devises in the will of the real estate, other than the devise to the wife during her widowhood, are or are not valid. “The absolute power of alienation shall not be suspended by any limitation or condition whatever for a longer period than during the continuance of not more than two lives in being at the creation of the estate.” (
Tested by the rules laid down in these two sections, the devise in this case cannot be sustained in its full extent, unless we construe the statute as not applying to those cases where the suspension may or may not exceed two lives in being at the creation of the estate. Laying the question of trust aside, it is very evident that the absolute power of alienation is so suspended that more than two lives in being may exist intermediate to the creation of the estate and the vesting of an absolute estate in possession. The testator devises his estate to his wife during her widowhood. This is one intervening life between the creation of the estate and the vesting of an absolute fee in possession, provided she remains a widow during her natural life. One-seventh part of the estate is then devised to Samuel B. Amory during his natural life. This is the second intervening life estate, and at the end of such life estate there may be no person in being by whom an absolute fee in possession can be conveyed, or in whom it will vest; for if Samuel B. Amory shall leave a wife surviving him, she will
It will be observed that the testator does not devise the estate to his children, but only the net annual income during their lives; and he does not devise the fee of the shares to his grandchildren at the expiration of the life of the child, but devises the estate to the grandchildren at the death of the child and the determination of the interest or title of his or her wife or husband. The estate does not vest in the surviving grandchild at the decease of his or her father or mother, but it remains in the trustees until the death of the surviving husband or wife. Although the grandchild who survives the deceased child eventually takes the estate, such child does not take it until the determination of the third life estate, and the grandchild cannot convey a fee in possession until the estate vests.
In the case of Hawley v. James (16 Wend., 120) Chief Justice NELSON, in delivering an opinion in the court of errors, says: “If in either aspect the limitation of the estate might suspend the power of alienation beyond the time allowed by the law, it will be impossible to sustain it, because the rule is well established that a limitation which by possibility may create such suspension, is void.” And again, he says: “In the language of Chancellor KENT, the possibility at its creation that the event upon which it depends may exceed in point of time the authorized period is fatal to it.” (4 Kent‘s Com., 283; 4 Cruise, 449; 2 Burr., 873.) In the same case Mr. Justice BRONSON says: “If the estate is so limited that by any possibility the power of alienation may be suspended beyond the statute rule, the limitation is void.”
I have treated the devise in this case as creating a tenancy in common in the children of the testator, and concede that it is a separate and distinct devise to each of such children, and so far as relates to them, alienation is not suspended
The testator gives the net annual income of his estate to his wife so long as she shall continue his widow. After her death or marriage he directs his real and personal estate to be equally divided into as many shares as shall be equal to the whole number of his children surviving him, or who shall die before him leaving lawful issue surviving him. He gives the net annual income of one such share of his real estate to each child who shall survive him, to be received by such child during his or her natural life, and afterwards by his or her wife or husband while unmarried, and at the death of such child and the determination of the interest or title of his or her wife or husband, he gives the fee of the share of which such child received the profits to the children of such child absolutely. During the continuance of these three estates or interests the title to the property is vested in the executors in trust. The title does not vest in the widow, nor in the child, nor in the husband or wife of such child. It does not vest in fee upon the death or marriage of the widow or upon the death of the child, but is held by the executors in trust until the termination of the three intermediate estates. Is the absolute power of alienation suspended? The trust in this case, if valid as such, is a trust within the third subdivision of § 55 in the article relating to uses and trusts, viz., “To receive the rents and
By
Section
The testator authorized his executors to lease out all his real estate from time to time, for a term of years not exceeding ten at a time, to erect buildings thereon if it be necessary, and to pay all taxes, charges or liens on his real estate, by a sale, if it should be required, of so much only as should be necessary for the purpose. Aside, therefore, from the prohibition contained in § 65, the trustees are impliedly restrained from selling by the provisions of the will itself; and they are expressly disabled from selling by the provisions of that section. The cestuis que trust are prevented from selling by §§ 63 and 60. There are, then, in the language of § 14, “no persons in being by whom an absolute fee in possession can be conveyed.” The absolute power of alienation is consequently suspended for a longer period than during the continuance of two lives in being at the creation of the estate. The estate was therefore void in its creation, and never had a valid or legal existence.
It is insisted that because the third life estate is made void expressly by the provisions of § 17 of the same statute, so much of the will as gives an estate to the surviving husbands or wives of the testator‘s children should be stricken
This argument is a plausible one, and were it not for the rule that all parts of a statute should have effect, if possible, perhaps it might prevail. The argument may be somewhat strengthened by § 19, which provides that where a remainder shall be created upon any such life estate, and more than two persons shall be named as the persons during whose life the estate shall continue, the remainder shall take effect upon the death of the two persons first named, in the same manner as if no other lives had been introduced.
If, however, the reasons of the supreme court in the opinion delivered on the decision of this case are sound, what becomes of § 14? “Every future estate shall be void in its creation, which shall suspend the absolute power of alienation for a longer period than is prescribed,” viz., not more than two lives in being at the creation of the estate. The creation of the estate was at the death of the testator. (§ 41.) If it suspended the power of alienation beyond two lives then in being, it was then void. It clearly did suspend the power of alienation during the probable life of the widow, then during the life of the child, and contingently during the life of the surviving husband or wife.
I must, before closing this case, refer to a class of cases which may be claimed to conflict in some manner with the case of Coster v. Lorillard. In the case of Irving v. De Kay (9 Paige, 523), the chancellor refers to the case of Hawley v. James (5 Paige, 320, 458, 459), and says: “The principles stated in that case, and which are now the settled rules of law, are, that the intention of the testator, when it shall have been ascertained from an examination of the will in connection with the situation of his property,
Tested by the rules here laid down, I see no reason to change my opinion that the whole estate created by the will in question is void. The legal and valid objects of the trust, viz., the estate in the rents, profits, &c., devised for the benefit of the children, and the remainder in fee in the grandchildren, are so mixed up with the illegal and void one (the life estate in the surviving husband or wife), that it is impossible to sustain the one without giving effect to the other. The remainder limited upon such illegal estate is, therefore, absolutely void. Nothing remains, then, but the life estate in the child. That estate cannot be sustained, for a further reason than is stated above. It is merged in a greater estate, viz., the fee. The subsequent life estate and the
The order of the general term must be reversed, and that of the special term affirmed.
All the judges concurred in the foregoing conclusions.
Judgment accordingly.