3 Johns. Ch. 523 | New York Court of Chancery | 1818
The question in this case is, whether the plaintiff by reason of the ante- nuptial agreement, and the subsequent will, is entitled to the aid of this court, to
I shall confine myself to the consideration of this important point, and as my conclusion will be in favour of the plaintiff, the discussion of the subordinate points will become unnecessary.
This is a dry question resting entirely on the technical rules of equitable jurisprudence; and I shall be obliged to examine minutely the authorities which are applicable to the subject, and shall endeavour to extract from them the true principle which ought to govern the case.
It is settled that a feme covert may execute by will, in ' favour of her husband, a power given to her while sole 0Ver her real estate-
In Rich v. Beaumont, (3 Bro. P. C. 308.) a treaty of mai'™ge was concluded between the appellant and his intended wife, She then conveyed an estate of which she was seised,' in trust, and with the declared intent to suffer a recovery, and that the recovery was to enure to the uses and upon the trusts declared; which were, among others that the wife should receive the rents and profits for her sole and separate use, for life, exclusive of her husband; and if she should leave issue then upon trust, that the trustees should convey to such issue, according to her direction by deed or will, and in default of issue, and in case she survived her mother, then to such uses and persons as she by deed or will should appoint. The recovery was suffered, and the marriage shortly after tool? place : the wife, during coverture, had a son, and survived her mother, and made her will in which among other dispositions, she gave to her only son the estate, with a reservation in favour of her husband of one half of the profits for life; she added, that if her. son should die during ■his minority, without lawful issue, that she then devised all her estate to her husband, the appellant, in fee, and she
Her son died in infancy, without issue, and the appellant apprehending that he was, by the will, entitled in equity to the fee of the estate, and to have a conveyance of the legal estate from the trustees, filed his bill, in 1724, agaitist the heirs of his wife, and against the trustees, praying for a conveyance of the legal estate.
Lord Chancellor King dismissed the bill on the ground that the appellant’s remedy, if any, was at law.
On appeal from this decree, it was a point assumed, that if the will was a good execution of the power, it was well executed in favour of the husband. The objection was, that the power was not well executed by will, because a feme covert’s will of land was, by law, void. The decree was reversed, and an order made that the Court of Chancery take the opinion of the K. B., whether the will was a good appointment- of the estate. It appears that the Court of Chancery ordered a case to be settled for the opinion of the K. B., and we have no further report of the case. But in Hearle v. Greenbank, (1 Vesey, 305.) and in Peacock v. Monk, (2 Vesey, 190.) Lord Hardwicke cited the case, to prove that a feme covert, might execute a power; and it was stated by the counsel arguendo, in Marlborough v. Godolphin, (2 Vesey, 64.) that in 'the K. B., where the case was sent, it was held a good appointment.
Though this case was by a very unusual step, referred' to a coui’t of law, yet we must' understand the decision to have been, that the will was a good execution of the power in equity. The case was depending before an--equity tribunal, to be decided upon equity principlesandLord Hardwicke, in referring to that case, says, that the point had been so determined “ in this court.” At. law.
This early dase may, therefore, I apprehend, be relied on as a decisive authority in favour of the equitable title of the husband under his wife’s will, executed in pursuance of a power created previous to her marriage, and that such a title may be enforced in equity against the heirs at law of the wife. The idea, that the husband is, in such a case, to be deemed a volunteer, seems to be without foundation; and though it was mentioned by the counsel for the respondents, the decision of, the court of appeals shows that the objection did not apply.
But iii that ease the estate of the wife had been conveyed previous to her marriage to trustees, in trust for such persons as she should, by deed or will, appoint. The case is not, therefore, in all respects applicable to the one before me; and the doctrine in Peacock v. Monk, is supposed to be fatal to the present claim.
The principal question in Peacock v. Monk, (2 Vesey, 190.) was, as to the validity of the wife’s will of land, purchased by her during the coverture; and the observations of Lord Hardwicke, on which great reliance is placed, were mere dicta, not necessarily arising out of that case, and so they were considered, afterwards, in the case which I shall presently mention, before Lord Northington. Lord Hardwicke, admitted, that “a woman, on her marriage, may take such a method as to prevent her real estate from going to her heir, but he doubted whether it could be done but either by way of trust, or of power over a use. Suppose, he says, a woman having a real estate be
It is then admitted, in this case, that a wife’s will of land may be good in equity, by way of execution of a
The case of Bramhall v. Hall, (Amb. 467.) first brought UP tbe clues^on upon such an agreement, without any conveyance by the wife, *
Articles were entered into between B. and Ins intended who was then • a widow, seised of an estate in fee, ^ ^rhich he covenanted that she should have power by deed or will, to dispose of her estate, after her decease, to any person whatsoever, and that he would do any act to confirm it. After marriage, the wife, by lease and release, reciting the articles, conveyed her estate to trustees, after her death, to the use of her natural son for life, with remainders over. Lord JVorthington held, that the wife having the legal estate in her, the conveyance was not good to pass the estate, either as a conveyance, or an execution of the power.
This short and very imperfect note of the case, is all we have in the report, and it would seem from it, that the Chancellor put the objection on the ground of the legal estate not having been conveyed in trust, or to uses. But in the next case that followed it, and decided only a few months afterwards, Lord Northington, referring to this
But in the case of Wright v. Englefield, (Amb. 468. 6 Bro. P. C. 156. S. C.) which was decided in the same year, and which is more generally known and cited by the name of Wright v. Cadogan, Lord Northington gave the subject a deeper investigation.
In this case, marriage articles were entered into between the intended husband and wife; and the instrument recited the intended marriage, and that it was agreed that the wife’s existing estate, which was described to be a copy-hold estate of inheritance, and a rent charge for life, together with all such estate, real or personal, as might descend or come to her during coverture, should be to her separate use, and to be applied as she, by deed or will, should direct. The husband covenanted with S. and B. who were also parties to the same articles of marriage, that her property should be so subject to her disposition, and that he would execute any deed to secure the same to her separate application and use. A moiety of a trust inheritance, of which the legal estate was then outstanding in the defendants as trustees, and of which she had, when the marriage articles were made, a trust of the reversion in fee, descended to her after the marriage, and the case
Lord Northington held, that the will in connexion with the articles, was a go'ód and valid appointment, in respect to the husband, as well as in respect to his children, and though he is made to say, according to the case in Jlmbler, that the provision being for children was meritorious, yet ' by the decree, the provisions in the will were equally carried into effect in favour of the husband. He said, that “ if a woman before marriage, retains a power over a legal estate, to be exercised by way of execution of a power, she may do it.”
The heir carried an appeal to the house of lords, on the ground that the appointment was void as against him, and his counsel insisted, that the only mode of enabling a feme covert to dispose of her inheritance, was by a conveyance before marriage, to uses or trusts, reserving such a power, or else by fine after marriage, with a deed to lead the uses of it, reserving such power to her over the inheritance. They said, that unless one of those methods was taken, her will of real estate was void, and could not bind her heirs, though it bind the husband who was a party to the marriage articles ; that in this case, the power rested only in covenant, .or upon articles between the husband and wife, without
The case of Rippon v. Dowding, (Amb. 565.) puts the question completely at rest. In that case a widow was seised of a freehold estate, and previous to her second marriage; her husband gave a bond empowering her to dispose of her freehold estate, by deed or will, notwithstanding, the coverture. The wife, afterwards, by will, gave her estate to her younger children in fee, who exhibited their bill against the heir to have a conveyance of the estate. The case of Wright v. Lord Cadogan was cited as being in point, for the principle there determined, which was the performance of the marriage agreement as against the heir. The other side contended, that the case of Wright v. Cadogan differed from the other, inasmuch as in the one case the legal interest was in trustees, and in the other it remained in the wife.
Lord Camden held, that though the two cases differed, in'respect that the wife had only an equitable interest in the one, and the legal interest in the other, yet the principle of determination was the same in both; and that as
This decision was made in 1769, and it has never been directly questioned, and certainly not overruled.
In Compton v. Collinson, (2 Bro. Ch. Rep. 383, 384, 385.) it was admitted by the counsel for the plaintiff, that if there be an agreement prior to marriage and in consideration of marriage, that the wife might dispose of her own property, it would have been held good in equity, and the wife would have been competent to have bound herself as to those rights which the marriage gave her, against the heir of the husband. The counsel on the other side, and who represented the heir at law, also admitted, that a covenant before marriage would have given the wife a power to dispose by will.
Such language of counsel on each side is very goou. evidence of the general sense of Westminster Hall on this point of law, and that the cases in Ambler were received as decisive authority. Nor do I apprehend that there is any thing in Hodgden v. Lloyd, (3 Bro. Ch. Rep. 534.) to weaken the force of this conclusion.
In that case marriage articles were entered into, by which the real estate of the wife was to be settled to the joint use of the husband and wife, and upon the survivor, for life; and that if she survived him, her estate was to be settled to her own use, and if not, the estate was to be at her own disposal. On the same day, and previous to the marriage, she made her will, and gave her intended husband all her estate, absolutely, and made him sole executor.— The marriage took place, afterwards, on the same day.— She died without revoking or altering the will, and the husband took possession. The question arose between the devisee of the husband and the wife’s heir at law.—■ TiOrd Thmiow held, that, articles resting in agreement
I believe that hen is a mistake in the report; for the observation is directly against the decision in Rippon v. Dowding, which was cited upon the argument, and not questioned by the counsel for the heir at law. They put the objection to the will, on the ground of a revocation by marriage, and that it was not in pursuance of the power, because the power referred to an act after marriage.— Lord Thurlow repeats the same argument; whereas, if the agreement was insufficient to support a will after marriage, by way of appointment, the. case would have been put upon that ground, and have cut short much discussion.—Lord Thurlow did not so much as notice the case of Rippon v. Dowding, which was cited upon the argument, and which he certainly would' have done, out of self respect, at least, if he had meant to question, and much more to overrule it. It ought farther to be observed, that the counsel on each side, in this case, also cited the decision in Wright v. Cadogan, as proving that an agreement before marriage would support a subsequent disposition; and the Attorney General (who was afterwards Lord Mvanley) considered it as resolving the doubt of Lord Hardwicke, whether a mere agreement, or articles executory, would operate as a conveyance. He stated the rule to be, that there was no distinction in that court, as to the power of a
The most accurate writers who have discussed this subject, such as Sugden, (Treatise of Powers, 151, 152.) Powell, (Wood's Conveyancing by Powell, vol. 2. p. 6.) and Atherley, (Treatise on Marriage Settlements, p. 336, 7.) consider' the doubts of Lord Hardwicke as clearly resolved, or removed, by the subsequent cases which we have been considering. They all unite in opinion, that it is not now necessary that the legal estate should be vested iñ any indifferent person, as a trustee; and that if the intended, husband should covenant, or agree, that the wife might dispose of her estate, it would enable her to do so in equity- “ By a mere agreement,” says one of them, “ when entered into before marriage, a feme covert may dispose, in equity, of her real estate.” If such writers are not to be cited as authority, (though Powell was much relied on in a Pennsylvania case,) they are at least good in evidence of the sense of Westminster Hall, and very conclusive evidence that the case of Rippon v. Dowding, has never been shaken.
The question raised in this case was also fully^discussed by the supreme court of Pennsylvania; (2 Dallas, 199. 1 Yeates’ Rep. 221.. S. C.) and the court professed to decide the case before them upon the settled principles of the English Court of Chancery.
The wife, in that case, before marriage, entered into articles of agreement with her husband, and one J. W., by which it was agreed, that her estate should be for their joint use during coverture, and if she should survive him, the whole estate xvas to remain to her as if no marriage had taken place; and that she should have power, by will, to dispose of the same to such persons, and for such uses, as she should see fit. The husband covenanted with J. W. to suffer this power to be carried into effect. She
The point was, whether the will was sufficient to bar ' the heir at law.
It was held by all the judges, (and the court then consisted of McKean, Chief Justice, Shippen, Yeates, and Bradford, Justices,) that the will operated as a good appointment under the articles, and that the heir was bound without any legal estate being vested in trustees. The cases of Wright v. Cadogan, and of Rippon v. Dowding, were considered as governing the case and settling the law,' and the chief justice admitted, that the spirit of the former of those two decisions, implied the same doctrine with the latter.
The counsel for the plaintiff endeavored to take this case out of that of Rippon v. Dowding, on the ground, that the devisees there were not volunteers, and that the provision there, for the younger children, was meritorious.
Two of the cases already examined, sustained the provision for the husband; and if farther authority was wanting, to show that a provision for him is deemed meritorious, and that he is not regarded as a volunteer, we have it in Sergeason v. Sealey, (2 Atk. 412.) In that case, a widow had a power, under former articles, of disposing of 4,000 pounds, by deed or will, executed in the presence of three witnesses, to any person she should appoint. Previous to her second marriage, she, by articles executed in the presence of two witnesses only, appoints the sum of 2,000 pounds;, out of the 4,000 pounds, to be for the use and benefit of her intended husband The remaining 2,000 pounds she made a voluntary disposition of by will, but did not execute it in the presence of three witnesses. Lord Hardwicke held, that the articles upon the second marriage was a good appointment within the power, and though it was a dfefective appointment, because of two
So, Lord Eldon, in Parks v. White, (11 Vesey, 222.) when speaking of the power of disposition of a feme covert, over estates settled to her separate use, observed, that “ the court had no difficulty in supposing that a woman, having such an interest, might give it to her husband as well as to any one else. The cases never intended to forbid that; and if he conducts himself well, I do not know that she can make a more worthy disposition; though, certainly, the particular act ought to be looked at with jealousy.” Indeed, it is a clear point throughout the books, that a married woman having a power, which is a right to limit a use, may appoint to her husband, in like manner as the husband may appoint to her. (The case mentioned by Crew, Ch. J., in Latch's Rep. 44. Halder v. Preston, 2 Wils. 400. Gilbert's Uses and Trusts by Sugden, 150. note.) In the case of the Methodist Episcopal Church v. Jaques,
There is no ground for the suggestion, that a husband, who takes under a will founded on marriage articles like those in the present case, is a mere volunteer without consideration. The principle is well established, (Marlbo
.Though I concur in the intimation of Lord Eldon, that the husband’s claim to his wife’s bounty is to be closely inspected, and wholly free from symptoms of coercion and undue influence; yet in a fair case, like the present, which has no such imputation, and where there were no offspring to claim a divided attention, I think the wife’s bounty is reasonable and just. It springs from the best of human ties, and is founded on the warmest affections of
Nor is there any weight in the objection, that the will makes no reference to the marriage articles. It is still in this case a good execution of the power. The rule, as declared in Sir Edward Clere’s case, (6 Co. 17 b.) and in many subsequent cases, (2 Bro. Ch. Rep. 300, 301. 303. and Bennet v. Aburrow, 8 Vesey, 609.) is, that if a will be made without any reference to the power, it operates as an appointment under the power, provided it cannot have operation without the power. If the act can be good in no other way than by virtue of the power, and some part of the will would otherwise be inoperative, and no other intention than that of executing the power can properly be imputed to the testator, the act, or will, shall be deemed an execution of the power, though there be no reference to the power. Here the will can have no effect without the power, not even as to personal property; and if the power operates upon it all, it operates equally upon every part of the disposition.
My conclusion, accordingly, is, that the plaintiff is entitled to the relief sought by the bill; and I shall decree that the defendants execute and deliver to the plaintiff, at his expense, a release in fee, to be approved of by a ter, of their legal right and title, as heirs of the testatrix, to the house and lot in the bill mentioned; and that, as to such of the defendants as have not answered, and may not be within the jurisdiction of the court, that they be perpetually enjoined from asserting, or enforcing, their title or claim, as heirs aforesaid, to the same; and that no costs be allowed by either party as against the other.
Decree accordingly.
Ante, p. ’??•