31 A. 900 | N.H. | 1891
The construction of the will, including the question whether the testator intended the remainder, which he devised to his grandchildren, should vest in them before they became entitled to a distribution of it, is determined as a question of fact by competent evidence, and not by rules of law. Rice v. Society,
The trustees contend that if the remainder does not vest in the grandchildren before the time of distribution, the children of a grandchild who is then dead will take nothing; that their disinheritance was not intended by the testator; and that consequently the remainder vests before that time, — and this position is sustained by many authorities. Of various words and phrases, there is, in reported cases, a construction that would disinherit the descendants of deceased donees, contrary to the donor's intent; and the consequence of this error is often avoided by holding that an estate vested in deceased donees, contrary to his intent. When the second error merely corrects the first, the result is the same as if the will were read as he understood it.
If a will cannot be conformed to the law unless devised property vests sooner than the testator intended, the inquiry may be whether his intent as to the time of vesting is qualified by his intent that the devisees shall have the property and that the devise shall be carried into effect cy pres. The construction that gives to A an estate which the testator gave to A's children is far from the intent on that subject; but if it is as near as possible, it may accord with the intent on the subject of approximation. Barker's intention not to disinherit the children of grandchildren who die before the time of distribution would not be properly carried out by unnecessarily vesting the property in the grandchildren before that time contrary to his intent. Under such a variation of the will, the orphans might not receive what he meant they should have. His design might be frustrated by the construction adopted to give it effect. If his intent not to cut them off could be executed in no better way than vesting the property in their parents before the intended time, there would be a question which the case does not present.
In proprietary rights, children are regarded by the people of this state as the natural representatives of their deceased parents; and the general meaning of testators and the general understanding of wills are, that the principle of lineal representation is accepted and acted upon as an implied basis of distribution, except so far as *449 a purpose to set it aside is clearly expressed. The popular construction is strengthened by the common knowledge of the law of inheritance. The act of 1718 provided that the judge of probate should order and make distribution of the real and personal estate of an intestate in manner following: a portion to the widow, and the residue to the "children, and such as shall legally represent them (if any of them be dead). . . . And in case there be no children, nor any legal representative of them, then" a larger portion to the widow, and the residue equally to the next of kin in equal degree, "and those who legally represent them: No representatives to be admitted among collaterals after brothers' and sisters' children. And if there be no" widow and no child, to the next of kin "and their legal representatives as aforesaid." Laws 1726, pp. 102, 103. "We often mistake for nature what we find established by long and inveterate custom." 2 Bl. Com. 11. When this will was made, the rule of representation, enacted as a natural order of succession, had been in force 164 years. Its constant operation had confirmed the instinctive idea of right, and exerted the influence of immemorial and familiar usage in defining the language of the people, raising an implication in many forms of testamentary expression that materially affects their sense, and indicating a testamentary intent to be assumed if not rebutted by convincing proof.
The prevailing view that lineal representation is a natural right, and its known operation as a legal right when not superseded by an exercise of testamentary power, is evidence that the will means that the remainder shall go, in equal shares, to the devisees living at the time of distribution, and to the children of such of them as are then dead. Pinkham v. Blair,
Correct construction is not insured by correct views of the law. A testator's right to use words in the sense in which they are commonly understood may be infringed when that sense is not known to his judicial interpreters, or is disparaged by their educational bias. The professional and official sense sometimes introduced by construction is in effect a scholastic dialect not used by *450
the mass of the people. "The bulk of mankind act and deal with great simplicity; and on this is founded the rule that benignae faciendae interpretationes cartarum propter simplicitatem laicorum. Words are to be taken in their popular and ordinary meaning unless some good reason be assigned to show that they should be understood in a different sense. . . . Si nulla sit conjectura quae ducat alio, verba intelligenda sunt ex proprietate, non grammatica sed populari ex usu." 2 Kent Com. 555. The construction is "favorable;" "for the maxims of law are, that verba intentioni debent inservire; and benigne interpretamur chartas propter simplicitatem laicorum. And therefore the construction must also be reasonable, and agreeable to common understanding." 2 Bl. Com. 379; Co. Lit. 36 a; Broom Leg. Max. 413; Hill v. Grange, Plow. 164, 170; Williams, J., in 6 M. G. 314, 336; Chit. Con. 79, 81; Perkins v. Mathes,
"The context may show clearly that the testator meant to put two different senses upon the same word." Best, J., in Murthwaite v. Jenkinson, 2 B. C. 357, 387:2 Jarm. Wills 842. The word "children" has several ordinary and popular significations. One includes all descendants; another is limited to descendants of the first degree. In this case, the objects at which the testator was aiming are evidence that he used the word in both senses. As a description of persons, the youngest of whom (at the age of forty) he selected for the purpose of fixing the time of distribution, it was used in its limited sense. The youngest of all future generations was not the individual named for that purpose. And as he *451 used the word "children" in the limited sense before he said his estate should be "theirs," a literal reading would disinherit the children of deceased children. But the general and substantially universal understanding that, as a description of legatees and devisees, "children" includes the issue of those who die after the will is made, is sufficient evidence that the devise to children expresses an intent to include such issue.
"Upon the reason of the thing, the infant is the object of the testator's bounty: and the testator does not mean to deprive him of it, in any event. Now suppose that this object of the testator's bounty marries, and dies before his age of 21, leaving children; could the testator intend, in such an event, to disinherit him? Certainly he could not." Goodtitle v. Whitby, 1 Burr. 228, 234. "The disinheritance of issue of any child who may marry and die before the expiration of the trust period" is "a consequence which no one can doubt the testator never intended." Goebel v. Wolf,
By annuities and otherwise, the testator, a widower, made what he considered suitable provision for C. and H., his only children. He clearly expressed his purpose that the remainder of his estate should not vest in them, but should vest in their children "when the youngest of said children shall arrive at the age of forty years." If he had said "when the youngest of said children shall arrive at the age of twenty-one years," the validity of the devise to them would not have been questioned. H. contends that the remainder may not vest within a period prescribed by law, that the devise is void for remoteness, and that the remainder vested in C. and H. at the testator's death as intestate property. It is not now necessary to determine the legal possibility of knowing, during the lives of C. and H. (Gray Perp., s. 215), who will be the youngest of their children. Without considering that question, it is assumed that during the lives of C. and H. the remainder will not vest in their issue. *452
A dominant idea of the residuary clause and of the whole will is, that the testator's grandchildren shall have the bulk of his estate. Not less dominant or less manifest is his determination that C. and H. shall not have it. His intent would not have been plainer if he had inserted a declaration that the grandchildren's remainder should not be transferred from them to C. and H. by judicial construction. The question is, whether his appointment of the time of vesting in the grandchildren is wholly or partially void for remoteness because he said "forty" instead of "twenty-one," and whether his inability to postpone the vesting as long as he wished is a reason why the property should not go to those to whom he gave it. Could he suspend the grandchildren's ownership beyond the time when the youngest of them would arrive at the age of twenty-one years? If he could not, does their title fail? He willed that the remainder should be theirs. When it should be theirs was another point for him to decide. Upon consideration of such matters of law and fact as were within his knowledge, he chose the time when the youngest would be forty years old. He did not know that, on a judicial view of public policy, they should have it nineteen years sooner. Is this a ground on which it can be held that they shall not have it at all?
There is no evidence, direct or inferential, and no reason to believe, that the testator regarded his grandchildren's title as inseparably connected with his appointment of the time of vesting, or as resting upon the validity of that appointment. In his mind, the main point evidently was the extent to which he disinherited C. and H., and put their children in their places. The time when the property, alter supporting the first generation of his heirs, should pass to the second, must have been, in his estimation, a matter of less consequence. His understanding is a question of probability. Rice v. Society,
The will, made in 1882, bears marks of deliberation. It cannot be assumed that the testator ever forgot the circumstances of his family, or his reasons for making a will. His deliberation would not be likely to cease in 1882. In 1886 he added two codicils, increasing the provision for C. and H., but making no change that affects the present inquiry. The will he had made, and his reasons for making it, were still in his mind. He died in 1887. At that time his only daughter, C., was about forty-five years old, and unmarried. His only son, H., was thirty-five years old, had been married fifteen years, and had five children, and his wife was thirty-two years old. There might be a failure of issue, and the remainder might go to collateral heirs. The testator acted upon the presumption that there would not be an early failure of issue, *453 and that the remainder would go to his descendants. He had reason to expect, and the provision for the education of grandchildren shows he did expect, his only issue, after the death of C. and H., would be the issue of H. The care with which he studied the interests of both generations is evinced by the elaborate details of the will and codicils, and the natural anxiety of a person in his situation. Whatever doubts may be entertained of the wisdom of his conclusions, they were presumably reached and held upon all the painstaking he was capable of in weighing the evidence of his duty. After years of observation and reflection, his unchanged judgment was, that the welfare of his issue required an absolute provision for the comfort of C. and H. during their lives, a conditional appropriation of $30,000 for H., other special appropriations (including one for education), and a devise of the remainder to the grandchildren. In this manner, and to this extent, he was convinced it was his duty to modify the operation of the statutory rule of distribution. His exercise of testamentary power to this end was his primary and leading purpose. He looked upon the postponement of the grandchildren's title nineteen years after the youngest came of age as comparatively unimportant. Taking his view of the condition and prospects of his children and grandchildren, as that view is disclosed in the will, and considering his manifest reasons for disposing of his property as he did, there is no doubt on the question of what is called primary and secondary, or general and particular, intent.
The justice and necessity of withholding the control of his estate from C. and H., and settling nearly the whole of it in trust for their benefit and the benefit of their children, is a question on which there is no appeal from his decision. He may have had reason to fear that, without such a settlement, the support of C. and H. and their children would soon become a public charge. 18 Wend. 276, 309, 310. The legislature had authorized him to guard his issue and the public against that misfortune, and had not fixed a time beyond which an estate could not be vested by an executory devise.
"A great proportion of the rules and maxims which constitute the immense code of the common law . . . was the application of the dictates of natural justice and of cultivated reason to particular cases." 1 Kent Com. 171. "The common law consists of a few broad and comprehensive principles, founded on reason, natural justice, and enlightened public policy. . . . It has its foundations in the principles of equity, natural justice, and that general convenience which is public policy." Norway Plains Co. v. Railroad, 1 Gray 263, 267, 268. "It is the great merit of the common law, that it is founded upon a comparatively few broad, general principles of justice, fitness and expediency." Com. v. Temple, 14 Gray 69, 74; Jones v. Randall, Cowp. 37, 39. In the absence of statutory regulation, the inability of a testator or *454
grantor to suspend the vesting of a legal or equitable title for an unreasonable time, is a portion of a mass of common law that consists of what is judicially recognized as convenient expedient, and required by the common welfare. A requirement that titles shall vest in a reasonable time, is readily accepted as a rule dictated by public interests clear enough and strong enough to determine public policy, and to be classed with moral right as evidence of law. The rule against perpetuities and unreasonable remoteness "was created to effect a general end of public policy, and there is no reason in history or policy why all future interests should not fall within it." Gray Perp., s. 298; Wood v. Griffin,
"The necessity of imposing some restraint on the power of postponing the acquisition of the absolute interest in or dominion over property will be obvious if we consider . . . what would be the state of a community in which a considerable proportion of the land and capital was locked up. . . . Such a state of things would be utterly inconsistent with national prosperity; and those restrictions which were intended by the donors to guard the objects of their bounty against the effects of their own improvidence, or originated in more exceptional motives, would be baneful to all. Perhaps these restrictions most frequently spring from the desire to exert a posthumous control over that which can be no longer enjoyed." 1 Jarm. Wills 250, 251. "On the same reason with bonds and contracts in restraint of trade, stand perpetuities: attempts to create which are never permitted by the law to succeed; on account of the tendency of such limitations to paralyze trade by shackling property and preventing its free circulation for the purposes of commerce. . . . This doctrine of perpetuities, as it is called, is of comparatively modern introduction. Its objects were indeed, at a very ancient period of English law, in some degree accomplished by a maxim . . . that property has certain inseparable incidents, among which is the right of aliening it." 1 Sm. Lead. Cas. 183 d. "If a feoffment be made upon this condition, that the feoffee shall not alien the land to any this condition is void." Litt. Ten., s. 360. "And the like law is of a devise in fee upon condition that the devisee shall not alien; the condition is void. . . . And so it is, if a man be possessed of a lease for years, or of a horse, or of any other chattel, real or personal, and give or sell his whole interest or property therein upon condition that the donee or vendee shall not alien the same, the same is void, because his whole interest and property is out of him, so as he hath no possibility of a reverter, and it is against trade and traffic, and bargaining and contracting between man and man." Co. Lit. 223 a; Gray Restraints on Alienation, s. 279.
"These executory devises . . . have some of the inconveniences of estates tail, as they lock the property up during the period that the contingency may happen, without any power of *455 alienation. . . . This operation of executory devises, or, in other words, of contingent estates created by will, tended to fetter real estates by a species of perpetuity, and prevent them from circulating from owner to owner, as the ends of commerce or the exigencies and wants of families might require. The courts of justice have therefore wisely and steadily determined that they would not permit these executory devises to tie up property beyond a moderate and reasonable period." Anderson v. Jackson, 16 Johns. 382, 398, 399.
"The history of executory devises presents an interesting view of the stable policy of the English common law, which abhorred perpetuities, and the determined spirit of the courts of justice to uphold that policy, and keep property free from the fetters of entailments, under whatever modification or form they might assume. Perpetuities, as applied to real estates, were conducive to the power and grandeur of ancient families, and gratifying to the pride of the aristocracy; but they were extremely disrelished by the nation at large, as being inconsistent with the free and unfettered enjoyment of property. `The reluctant spirit of English liberty,' said Lord Northington, `would not submit to the statute of entails; and Westminster Hall, siding with liberty, found means to evade it.' Common recoveries were introduced to bar estates tail; and then, on the other hand, provisos and conditions not to alien . . . were introduced to recall perpetuities. The courts of law would not allow any such restraints . . . to be valid. . . . Executory limitations were next resorted to that men might attain the same object. . . . This species of limitation . . . was slowly and cautiously admitted, prior to the leading case of Pells v. Brown" [1620] which "established the legality of an executory devise of the fee upon a contingency not exceeding one life, and that it could not be barred by a recovery. . . . The limits of an executory devise were gradually enlarged. . . . In 1736 . . . the addition of twenty-one years to a life or lives in being was held to be admissible. . . . A devise of lands in fee to such unborn son of a feme covert as should first attain the age of twenty-one, was held to be good; for the utmost length of time that could happen before the estate would vest, was the life of the mother, and the subsequent infancy of the son. . . . When an executory devise is duly created, it is a species of entailed estate." 4 Kent Com. 264, 265, 267, 270.
"All these perpetuities [of entailment] were against the reason and policy of the common law; for at common law all inheritances were fee-simple. . . . The true policy and rule of the common law in this point was in effect overthrown by the statute de donis conditionalibus made anno 13 E. I. which established a general perpetuity by act of parliament, for all who had or would make it, by force whereof all the possessions of England in effect were entailed accordingly, which was the occasion and cause of the said and *456 divers other mischiefs." Mildmay's Case, 6 Co. 40. "It was adjudged by Beresford that the issues in tail should not alien no more than they to whom the land was given, and that was the intent of the makers of this act." 2 Inst. 336. "The nobility, in order to perpetuate their possessions in their own families, procured the statute . . . to be made." By allowing estates to be entailed, the law "made it impossible to diminish the property of the great families; and at the same time left them all means of increase and acquisition. . . . The impossibility of obtaining a legislative repeal of the statute De Donis induced the judges to adopt various modes of evading its effects, and of enabling tenants in tail to charge or alien their estates." 1 Cruise Dig. 77, 78, 101, 102.
"The inconvenience of these fettered inheritances is as strongly described, and the policy of them as plainly condemned, in the writings of Lord Bacon and Lord Coke as by subsequent authors, and the true policy of the common law is deemed to have been overthrown by the statute de donis establishing those perpetuities. Attempts were frequently made in parliament to get rid of them, but the bills introduced for that purpose . . . were uniformly rejected by the feudal aristocracy, because estates tail were not liable to forfeiture for treason or felony, nor chargeable with the debts of the ancestor, nor bound by alienation. They were very conducive to the security and power of the great landed proprietors and their families, but very injurious to the industry and commerce of the nation. It was not until Taltarum's Case, 12 Edw. IV., that relief was obtained against this great national grievance, and it was given by a bold and unexampled stretch of the power of judicial legislation. The judges, upon consultation, resolved that an estate tail might be cut off and barred by a common recovery. . . . The desire to preserve and perpetuate family influence and property is very prevalent with mankind. . . . If the doctrine of entails be calculated to stimulate exertion and economy, by the hope of placing the fruits of talent and industry in the possession of a long line of lineal descendants, undisturbed by their folly or extravagance, it has a tendency on the other hand to destroy the excitement to action in the issue in tail, and to leave an accumulated mass of property in the hands of the idle and the vicious. Dr. Smith insisted, from actual observation, that entailments were unfavorable to agricultural improvements. . . . Some of the most distinguished of the Scotch statesmen and lawyers have united in condemning the policy of perpetual entails, as removing a very powerful incentive to persevering industry and honest ambition. They are condemned as equally inexpedient and oppressive. . . . Entailments are recommended in monarchical governments as a protection to the power and influence of the landed aristocracy; but such a policy has no application to republican establishments, where wealth does *457 not form a permanent distinction, and under which every individual of every family has his equal rights, and is equally invited by the genius of the institutions to depend upon his own merit and exertions. Every family, stripped of artificial supports, is obliged, in this country, to repose upon the virtue of its descendants for the perpetuity of its fame." 4 Kent. Com. 13, 19, 20; Anderson v. Jackson, 16 Johns. 382, 435.
The act of parliament allowing estates tail to exist in England had no effect in the colonies as a statute, and did not become common law in this province by implied adoption. "Our ancestors brought with them only such parts of the laws of England as were adapted to their new condition, and, we may add as quite important, such only as were conformable to their principles. . . . Not only in regard to the common law, but as to the statutes in force at the time of their settlement, some parts were adopted, some entirely rejected, and some adopted with important modifications." 1 Bl. Com. 108, Sharswood's note; 1 Kent Com. 473; Concord Mfg. Co. v. Robertson, ante, pp. 1, 6, 7, 15, 17, 19; State v. Saunders, ante, pp. 39, 72, 73; Ricker's Petition, ante, pp. 207, 226. The ancient policy of the common law, that inheritances should be vested, alienable, and unfettered, was the policy of the New Hampshire colonists. They were not members of the ruling class who introduced the grievance of perpetual entails. The statute de donis, not being conformable to their principles or adapted to their institutions and wants, was a part of a great body of law from which they liberated themselves by migration. The act of 1837 (c. 340, Rev. St., c. 129, s. 1) authorizing tenants in tail to convey by deed, was declaratory of the common law (Welles v. Olcott, Kirby 118, Chappel v. Brewster, Kirby 175, Hamilton v. Hempsted, 3 Day 332), and was designed to remove the doubt which naturally existed in the absence of explicit legislation (Jewell v. Warner,
In 1699 the court "held that an executory estate to rise within the compass of a reasonable time is good; that 20 nay 30 years has been thought a reasonable time. So is the compass of a life or lives; for let the lives be never so many, there must be a survivor, and so it is but the length of that life (for Twisden used to say the candles were all lighted at once); but they were not for going one step farther, because these limitations make estates unalienable, every executory devise being a perpetuity as far as it *458 goes, that is to say, an estate unalienable, though all mankind join in the conveyance." Scatterwood v. Edge, 1 Salk. 229. "At first it was held that the contingency must happen within the compass of a life or lives in being or a reasonable number of years; at length it was extended a little further, viz., to a child en ventre sa mere at the time of the father's death; . . . and the rule has, in many instances, been extended to 21 years after the death of a person in being." Goodtitle v. Wood, Willes 211, 213 (1740). "The number of contingencies are not material if they are all to happen within a life in being, or a reasonable time afterwards." Gulliver v. Wickett, 1 Wilson 105, 107. "The only question is, whether they are to happen within a reasonable time or not." Buller, J., in Thellusson v. Woodford, 4 Ves. 227, 328.
"The contingencies ought to be such as may happen within a reasonable time; as within one or more life or lives in being, or within a moderate term of years, for courts of justice will not indulge even wills so as to create a perpetuity, which the law abhors: because by perpetuities (or the settlement of an interest which shall go in the succession prescribed without any power of alienation) estates are made incapable of answering those ends of social commerce, and providing for the sudden contingencies of private life, for which property was at first established." 2 Bl. Com. 173, 174. "Such contingency must happen within a short space of time; such as a life in being or some few years after; otherwise it would be in a testator's power to limit an estate unalienable for generations to come; a power which the law very wisely denies to every man, as the exertion of it would tend to render property in great measure useless to the general purposes and calls of a commercial society." Fearne Rem. 314, 315. "The object of the rule against perpetuities was to prevent property's being tied up for a longer time than was deemed reasonable, so that it could not be alienated absolutely by the owners." 14 Am. L. Rev. 237.
"The object of the rule against perpetuities cannot be simply to prevent the tying up a particular parcel of land, or other specific thing, as would seem from the language of many of the books; . . . for it is applied to a legacy of money, and also when the trustees . . . have power to change the investment. In such cases, no specific property is rendered inalienable. . . . A perpetuity of this sort is necessarily created when a fund is devoted to a charity absolutely. Even if specific property is not rendered inalienable, the proceeds of the fund can only be applied in one way forever." 4 Kent Com. 283, note by Holmes. "It has been . . . said that if future interests can be alienated or released, they cannot be too remote, and that the rule against perpetuities is aimed only at such limitations as tie up property and take it absolutely out of commerce. . . . The rule applies to cases where there is no tying up of property. For instance, suppose real *459 and personal property are given to trustees and their heirs, with full power of changing investments, but upon trusts which may arise more than twenty-one years after lives in being, such trusts are void, yet no property is tied up. But, further, conditional limitations may be bad for remoteness, though they are releasable or alienable. . . . The true object of the rule against perpetuities is to prevent the creation of interests on remote contingencies. Its effect in removing restrictions on the immediate conveyance of property is only an incident. . . . It is not the alienability of an interest dependent on a remote contingency, but its utterly uncertain value, which furnished the sufficient justification, if it was not the original ground, of the rule against perpetuities. If there is a gift over of an estate on a remote contingency, the market value of the interest of the present owner will be greatly reduced while the executory gift will sell for very little, or, in other words, the value of the present interest plus the value of the executory gift will fall far short of what would be the value of the property if there were no executory interest." Gray Perp., ss. 268, 269, 140, 141, 159, 236, 241.
The alienable character of property is not usually understood in a sense large enough to bring a case of this kind (a trust with full power of changing investments) within the operation of the rule against remoteness. The reasons of the rule are not fully stated in the authorities. Its application may require a wide view of public policy, including the legal nature and design of property, the reasonable extent of an owner's posthumous control, and the economic and moral effects of realty and personalty being largely held in trusts of long duration for mere accumulation, or for purposes of entailment. Divers evils could be materially increased and unduly perpetuated if the law allowed long-continued accumulations of estates in trust for future private use, or appropriations to maintain grantees or legatees, and their heirs, forever or for many generations, without effort or care on their part, and without ability to waste or lose the capital devoted to their support.
"The most universal and effectual way of abandoning property is by the death of the occupant: when both the actual possession and intention of keeping possession ceasing the property which is founded upon such possession and intention ought also to cease of course. For, naturally speaking, the instant a man ceases to be, he ceases to have any dominion: else, if he had a right to dispose of his acquisitions one moment beyond his life, he would also have a right to direct their disposal for a million of ages after him: which would be highly absurd and inconvenient. All property must therefore cease upon death, considering men as absolute individuals, and unconnected with civil society." 2 Bl. Com. 10. Whatever may have been the origin of proprietary rights, the power of grantors and testators to control the tenure possession, use, and alienation of property after it ceases to be theirs, is one *460 of the subjects on which the interests of society are sufficiently clear and strong to be evidence of common law. By that law an owner's imposition of unreasonable restrictions upon the legal and equitable titles of his successors is not one of the rights of which property consists; and the common-law elements of ownership are not extinguished by a statute conferring or regulating the power of alienation by deed or will. An inability to postpone the vesting of an estate for an unreasonable time is one of many instances of a proprietor's loss of control when he parts with his title. The rule against remoteness is not a detached doctrine, but a broader principle, applied to the creation of remote interests.
"The policy of the law, where a man dies leaving an infant son, restrains alienation until such infant attains twenty-one, and as such infant may not be born until nine or ten months or perhaps a further period after the death of its father, the power of alienation is of course suspended during that period; and as the law imposes such suspension of the power of alienation on the infant, so it will permit such suspense by the owner for a like period; for whether It arises from the act of the law or of the party, the effect will be the same in relation to the interest of the public in property, which is what is consulted in the doctrine of perpetuities." Fearne Rem. 321, Powell's note (4th ed., vol. 2, p. 113). "Estates may be unalienable for lives in being and twenty-one years, merely because a life may be an infant, or en ventre sa mere." Arden, M. R., in Thellusson v. Woodford, 4 Ves. 227, 337 (1799). "The established length of time during which the vesting may be suspended is during a life or lives in being, the period of gestation, and the infancy of such posthumous child." Macdonald, C. B., delivering the opinion of the judges in Thellusson v. Woodford, 11 Ves. 112, 143 (S.C., 1 N. R. 357, 393) (1805). "That rather implies that he thought the rule was confined to cases of minority." Bayley, B., delivering the opinion of the judges in Cadell v. Palmer, 10 Bing. 140, 145 — S.C., 1 Cl. F. 372 (1833). "The twenty-one years are introduced to provide for the minority of a child born, and a few months are allowed to let in a posthumous child." Hawley v. Northampton,
"Upon the introduction of executory devises, . . . care was taken that the property which was the subject of them should not be tied up beyond a reasonable time. . . . The cases of Lloyd v. Carew, Show. P. C. 137, in the year 1696, and Marks v. Marks, 10 Mod. 419, in the year 1719, established the point that for certain purposes such time as, with reference to those purposes, might be deemed reasonable beyond a life or lives in being, might be allowed. The purpose in each of those cases was to give a third person an option, after the death of a particular tenant, to purchase the estate; and twelve months in the first case, and three months in the other, were held a reasonable time for that purpose. *461 These cases . . . do not necessarily warrant an inference that a term of twenty-one years, for which no special or reasonable purpose is assigned, would also be allowed. . . . Taylor v. Biddall, 2 Mod. 289 (1677), is the first instance we have met with in the books in which so great an excess as twenty-one years after a life or lives in being was allowed. . . . That, however, was a case of infancy, and it was on account of that infancy that the vesting was postponed. This case was followed by, and was the foundation of the decision in Stephens v. Stephens, Cas. temp. Talb. 232 (1736). . . . This also was a case of infancy; it was on account of that infancy that the vesting of the estate was postponed. . . . These decisions therefore do not distinctly or necessarily establish the position that a term in gross for twenty-one years, without any reference to infancy, after a life or lives in esse, will be good by way of executory devise; but there is nothing in them necessarily to confine it to cases of infancy. . . . The limit is a life or lives in being, and twenty-one years afterwards, without reference to the infancy of any person whatever. This . . . will not tie up the alienation an unreasonable length of time." Cadell v. Palmer, 10 Bing. 140, 142-144, 151 — S.C., 1 Cl. F. 372 (1833). In the same case it was held that although a period of twenty-one years can be allowed without an infant, a period of nine months cannot be allowed without gestation.
The devise to trustees for the support of the testator's children during their lives, remainder to his grandchildren (born and unborn) when the youngest is forty years old, is an unreasonable suspension of the grandchildren's future estate. The vesting of their remainder cannot be postponed beyond the time when the youngest is twenty-one. Marston v. Carter,
The feudal doctrine of forfeiture for and by a conveyance of a larger interest than the grantor has, is no part of our common law. Fletcher v. Chamberlin,
"I do not think we are required by any rule of construction," says Cowen, J., in the same case, "to declare that a power which, when executed in a proper way within legal limits would be perfectly valid, is void because an abortive attempt may be made under it to create an estate so remote as improperly to suspend alienation. . . . We are to read this will just as if the testator had incorporated in it all the provisions of the revised statutes any way applicable; and then declared that so far as those statutes allow he desired his will might prevail, and that it should be void in those respects only wherein they declared it should be invalid. . . . In Alexander v. Alexander, 2 Ves. Sen. 644, the master of the rolls said, `Suppose a power to lease for twenty-one years, and he leases for forty: that shall be good for the twenty-one, because it is a complete execution of the power, and it appears how much he has exceeded it. If the court can see the boundaries, it will be good for the execution of the power, and void as to the excess.' In Thellusson v. Thellusson, 4 Ves. 325, Buller, J., followed Lord Talbot when he declared that in the case of wills `the method of the courts has been, not to set aside the intent because it cannot take effect so fully as the testator desired; but to let it work as far as it can.' . . . These sound views have grown into a maxim applicable to almost every legal transaction: Valeat quantum valere potest. To deeds, wills, and the execution of powers, may be added judgments, awards, and all contracts, releases, and discharges . . . Utile non debet per inutile vitiari. . . . Suppose the parents [of the testator's grandchildren] to prove insolvent, dissipated, or extravagant, it would be a disgrace to the law should we break up the titles of these innocent objects of the testator's bounty, and put them to the hazard of final loss by an idle slip of the pen in the creation of a leasing power."
"Courts lean in favor of the preservation of all such valid parts of a will as can be separated from those that are invalid, without defeating the general intent of the testator. . . . A single trust created for two purposes, one lawful and the other unlawful, is good for the lawful purpose although void for the unlawful one." Harrison v. Harrison,
"It is now considered to be the settled rule of law in New York, that the will of a testator is to be carried into effect so far as that intention is consistent with the rules of law; that although some of the objects for which a trust is created, or some future interests limited upon a trust estate, are illegal and void, yet if any of the purposes of the trust are valid, the legal title vests in the trustees during the continuance of such valid objects of the trust, provided the legal be not so mixed up with the illegal objects of the trust that one cannot be sustained without giving effect to the other." 4 Kent Com. 281, n. a.
Withholding the remainder from Barker's grandchildren beyond a reasonable time was not the sole or the main purpose for which he devised nearly all his estate to trustees; and his inability to postpone the grandchildren's title unreasonably does not invalidate the trustees' title, nor prevent their doing the lawful fiduciary work which he ordered them to do. The general devise in trust vests the legal estate in them for such legal purposes as require their services. It is a good devise for the valid uses (including the interests, absolute and conditional, of C. and H.) for which the trustees are directed to hold the property during the lives of C. and H. Greene v. Greene,
In Humberston v. Humberston, 1 P. Wms. 332 (1716), a testator "devised his estate . . . to the drapers-company and their successors in trust to convey the premises to his godson Matthew Humberston for life, and afterwards upon the death of the said Matthew, to his first son for life, and so to the first son of that first son for life, c., and if no issue male of the first son, then to the second son of the said Matthew Humberston for life, and so to his first son, c., and in failure of such issue of Matthew then to another Matthew Humberston for life, and to his first son for life, c., with remainders over to very many of the Humberstons (I think about fifty) for their lives successively, and their respective sons, when born, for their lives, without giving an estate in tail to any of them, or making any disposition of the fee. . . . By Lord Chancellor [Cowper]: Though an attempt to make a perpetuity for successive lives be vain, yet so far as is consistent with the rules of law, it ought to be complied with; and therefore let all the sons of these several Humberstons, that are already born, take estates for their lives; but where the limitation is to the first son unborn, there the limitation to such unborn son shall be in tail male."
By "sons . . . already born," "it must be assumed that the court intended sons born at the time of the testator's death. . . . The distinctive character of the practice of courts of equity, in carrying out executory trusts, is the giving effect to them as far as possible according to the intentions of their author." Lew. Perp. 450, 451. In Humberston v. Humberston, "the trust was executory: and in those cases the courts adopt the doctrine of cy pres. That mode of construction is inapplicable where . . . the devisees take by direct devise to themselves." Mortimer v. West, 2 Sim. 274, 282. "The case of Humberston v. Humberston . . . has usually been considered as a leading authority for the doctrine" of cy pres. "The trust however being executory, the court was authorized to mould the limitations so as to bring them within the established limits, independently of the doctrine in question." 1 Jarm. Wills (4th ed.) 298 n. (i). When the *466 construction is cy pres, nothing is gained by giving it some other name. "In Parfitt v. Hember, L. R. 4 Eq. 443, where it was considered that the testator had intended to create a series of life estates in perpetuity, Lord Romilly, M. R., by cy pres gave the unborn issue an estate tail, declaring that the doctrine was not confined to executory trusts; and this declaration was approved in Hampton v. Holman, L. R. 5 Ch. D. 183, 190, 191." Gray Perp., s. 652. As cy pres is a construction that gives effect to approximations intended by the testator, it cannot depend upon a devise being direct or indirect.
"The most striking illustration . . . of the anxiety of the courts to prevent the total disappointment of the testator's intention by the operation of the rule against perpetuities, is afforded by the doctrine of cy pres or approximation (as it is called). This doctrine applies where lands are limited to an unborn person for life, with remainder to his first and other sons successively in tail, in which case, as such limitations are clearly incapable of taking effect in the manner intended, . . . the doctrine in question gives to the parent the estate tail that was designed for the issue; which estate tail (unless barred by the parent or his issue, being tenant in tail for the time being) will comprise, in its devolution by descent, all the persons intended to have been made tenants in tail by purchase. The intention that the testator's bounty shall flow to the issue, is considered as the main and paramount design, to which the mere mode of their taking is subordinate, and the latter is therefore sacrificed." 1 Jarm. Wills 260, 261. "Where a testator has two objects, one primary or general, and the other secondary or particular, which are incompatible, the particular intention must be sacrificed, in order that, as far as possible, effect may be given to the general one." Lew. Perp. 426.
In Robinson v. Robinson, 1 Burr. 38, 50-52 (1756), it was held "that upon the true construction of the said will, . . . the said Lancelot Hicks must, by necessary implication, to effectuate the manifest general intent of the said testator, be construed to take an estate in tail male, . . . notwithstanding the express estate devised to the said Lancelot Hicks, `for his life and no longer.'" In Dodson v. Grew, 2 Wils. 322 (1767), the will was, — "I give, devise and bequeath unto my nephew George Grew all my lands . . . for and during the term of his natural life, and from and after his decease to the use of the issue male of his body lawfully to be begotten, and the heirs male of the body of such issue male; and for want of such issue male, then I give all and every the aforesaid premises unto my nephew George Dodson, his heirs and assigns forever." George Dodson was the plaintiff. George Grew entered and suffered a common recovery, and died without issue male. It was held that he took an estate tail, and consequently the plaintiff was barred by the recovery. "The statute of wills," says Wilmot, C. J., "gives a man power to devise his *467 lands, but he cannot by his will create a perpetuity, nor restrain tenant in tail from suffering a recovery. . . . The intention of the testator clearly was to give George Grew an estate for life only, but his intention also clearly was, that all the sons of George Grew should take in succession; both these intentions cannot take place. . . . The court must put themselves in the place of the testator, and determine as he would have done, if he had been told that both of his intentions . . . could not take place, and had been asked which of them he desired should take effect. . . . If we balance the two intentions, the weightiest is, that all the sons of George Grew should take in succession; and therefore . . . George Grew must be adjudged to have been tenant in tail, for the testator's great intention most clearly was that the lands should never go over to the . . . plaintiff but upon a failure of issue of George Grew." "The great intention," says Clive, J., "is to give in succession to all the sons of George Grew, which cannot be without construing it an estate-tail in him." "Where there appears a particular intent, and a general intent, the general must take place." Bathurst, J., in the same case.
The doctrine of cy pres goes on the principle "that where there is a general and a particular intent, and the particular one cannot take effect, the words shall be so construed as to give effect to the general intent." Robinson v. Hardcastle, 2 D. E. 241, 254 (1788). "It has been the settled doctrine of Westminster Hall for the last thirty or forty years that there may be a general and a particular intent in a will, and that the latter must give way when the former cannot otherwise be carried into effect. . . . Nothing could be more positive than the words of the will in" Robinson v. Robinson "to show a particular intent that the first taker should take an estate for his life and no longer. But there was a general intent apparent, which could not be effected but by giving him an estate-tail, and on that the decision was founded." Doe v. Cooper, 1 East 229, 234 (1801). "A particular intent expressed in a will must give way to a general intent. . . . It is not to be inferred that, because the heirs of the body cannot take in the particular mode prescribed by the testator, he intended that they should not take at all." Doe v. Harvey, 4 B. C. 610, 620 (1825).
"There is certainly no express gift to" the sons of P. M. "as tenants in tail; but it is contended that in order to effectuate the testator's general or leading intention, they must be held so to take, according to what has been called the doctrine of approximation, or cy pres. . . . The doctrine of cy pres, in reference to questions of perpetuity, arises where a testator gives real estate to an unborn person for life, with remainder to the first and other sons of such person in tail-male, or with remainder to the first and other sons of such person in tail-general, with remainder to the daughters as tenants in common in tail, with cross remainders *468 amongst them. In such a case, the course of succession designated by the testator is one allowed by law, but the direction that the first taker should take for life only, with remainder to his children as purchasers, is illegal, as tending to a perpetuity. In such cases the law, in order to prevent the testator's intention from being entirely defeated, has treated his expressed intention as divisible into two parts: first, the intention that the first taker and his issue male or issue general, as the case may be, shall all take in succession, according to the legal course of descent; and secondly, the intention that the first taker shall take an estate for life only, and that his children shall take as purchasers. And the two intentions being this ascertained, the courts have treated them as independent of each other, and have said that the inability to carry into effect the second or subordinate intention shall not defeat the primary or general intention; and such a devise has therefore been held to give an estate in tail male or in tail, as the case may be, to the first taker. By these means, the estate . . . will go in the precise course marked out by the testator, though it will be (contrary to what he intended) liable to be divested from that course by the act of the first taker. . . . The doctrine has been long recognized, and we should be unsettling landmarks if we were to call it in question. The doctrine is nowhere more clearly stated than in a note of the late Mr. Butler, at the end of Fearne's chapter on the rule in Shelley's Case. Fearne Cont. Rem. 204. . . . `The courts have considered that the testator's primary object was that the issue of the devisee should take the land, and that the mode in which the issue should take it was the testator's secondary object, or, as it has been usually expressed, that the former was his general, the latter his particular, intention. Then, in conformity to their uniform practice of effecting the testator's intention as far as possible, they have thought themselves required to adopt that construction of the devise, which, by including the devisee, satisfied the testator's general intention that the issue should take, but which, at the same time, by raising in the issue estates different from those which the testator appeared to have intended them, sacrificed to that extent his particular intention.'" Monypenny v. Dering, 16 M. W. 418, 428, 429 (1847).
"That an estate for life in the plaintiff, according to the particular intent of the testator, contravenes no rule of law, is indisputable. . . . This construction, however, would defeat the testator's general intent, which was to create an interminable succession of estates in the premises. . . . To effectuate, therefore, the general intent of the testator, it is necessary to vest in the plaintiff a fee tail." Allyn v. Mather,
In Jackson v. Brown, 13 Wend. 437 (1835), a testator devised land to his son, S., for life, remainder to the first son of S. for life, remainder to the first and every other son of the eldest son of S. successively in tail male. "It is an established principle," say the court, "in the decision of questions arising under wills, that the intention of the testator shall be effectuated in so far as such intention is consistent with the rules of law. It is a principle of law that perpetuities shall not be permitted to exist — real estates shall not be so conveyed or devised as to be inalienable beyond a certain period, because such perpetuities tend to the inconvenience and prejudice of commerce and society. . . . The doctrine of approximation, or, as it is called, the cy pres doctrine, . . . has been adopted in cases where the testator clearly intended to give estates which were contrary to the rules of law; and in construing such devises, the courts' primary object was to give effect to the general intent of the testator, which was, that the issue of the devisee should take the land, and that the mode in which the issue should take was his secondary object, or his particular intent. In order, therefore, to effect the testator's intent as far as possible (cy pres), the courts adopt that construction of the devise which by including the issue of the devisee satisfied the testator's general intent that the issue should take; but which in part defeated his particular intent by giving to his issue estates different from those intended by the testator. . . . By raising the estate tail in S., we should defeat the general intent of the testator, to wit, that of continuing the estate in his descendants as long as the rules of law will permit. If the will gave S. an estate tail, our statute converted it into an estate in fee simple; but if S. took only an estate for life, then the perpetuity is carried one degree farther in the family of the testator. If the law will permit that to be done, then it is the duty of the court to do it, as more nearly effecting the intention of the testator. . . . The testator intended that the lessor [the eldest son of S.] should take as purchaser, and not as heir. This intention is consistent with the rules of law, and *470 should be carried into effect. It was also the testator's intention that the lessor should take an estate for life only. That intention is contrary to the rules of law, as tending to a perpetuity: that intention the court cannot effectuate. But to effectuate the general intent as far as possible, the lessor must take an estate of inheritance — a fee simple."
"When the particular intent cannot be executed, the general intent must direct the construction." Hawley v. Northampton,
"The doctrine that the general intent must overrule the particular intent has been much, and we conceive justly, objected to of late, as being, as a general proposition, incorrect and vague, and likely to lead in its application to erroneous results. . . . In its origin, it was merely descriptive of the operation of the rule in Shelley's Case; and it has since been laid down in others, where technical words of limitation have been used, and other words showing the intention of the testator that the objects of his bounty should take in a different way from that which the law allows have been rejected; but in the latter cases, the more correct mode of stating the rule of construction is, that technical words, or words of known legal import, must have their legal effect, even though the testator uses inconsistent words, unless those inconsistent words are of such a nature as to make it perfectly clear that the testator did not mean to use the technical words in their proper sense. . . . This doctrine of general and particular intent ought to be carried no further than this; and thus explained, it should be applied to this and all other wills. Another undoubted rule of construction is, that every part of that which the testator meant by the words he has used should be carried into effect as far as the law will permit, but no further; and that no part should be rejected, except what the law makes it necessary to reject. . . . This construction makes the least sacrifice of the testator's declared intention; it preserves estates to all his grandchildren. . . . It is true that these grandchildren cannot take estates for life, as the testator intended, for the rule in Shelley's Case prevents it; nor the children of those children estates for life, . . . for the rule of law against perpetuities prevents that; but this is unavoidable, and no construction can carry into effect all the testator wished. . . . Murthwaite v. Jenkinson, 2 B. C. 357, . . . is an example of the proper construction of the word `issue,' which was considered as a word of limitation, embracing all the descendants, *471 and in which the inconsistent intent that all those descendants should take for life formed no reason why they should not take at all. . . . Thinking therefore that this mode of construing the will gives effect to the greater part of it, and, as far as the rules of law will permit, the whole, whilst that contended for on the part of the plaintiff strikes out altogether the devise to the grandchildren, our opinion is that the former ought to be preferred." Doe v. Gallini, 5 B. Ad. 621, 640-645 (1833); 2 Jarm. Wills 484-489.
As a description of the operation of the rule in Shelley's Case, the doctrine of general intent is immaterial. A devise or bequest to A for life, and to his heirs, shows an intent not that A's life estate shall be enlarged by the gift to his heirs, but that A shall have a life estate, and his heirs the remainder. The principle of our common law, that finds the intent in competent evidence and not in rules of construction, upholds the intent notwithstanding the rule in Shelley's Case. Sanborn v. Sanborn,
By this curative process, a line of partition is drawn through a gift to a polygamous church, the donor's intent is executed so far as it is legal, and the whole gift is supported and applied to lawful uses. Mormon Church v. U.S.,
It has been said that "the doctrine of cy pres goes to the utmost verge of the law, . . . to the outside of the rules of construction" (1 East 451), and that "it is not proper to go one step farther." 7 Ves. 390, and authorities cited in Gray Perp., ss. 645, 651. In changing the character of devised estates for the purpose of changing the time of vesting, the authorities have gone farther than there is occasion to go in this case. "Such a construction is to be adopted as will make the devise effectual; and if it cannot be so to the full extent, then so far as it lawfully can." Dennett v. Dennett,
A division of a defective will is the execution of the testator's intent, inferred as a fact from competent evidence. When a contrary design does not appear, he intends that separable parts shall *473 be separated if one is illegal or otherwise incapable of execution. He could not desire that the whole should be unnecessarily and unreasonably set aside, that an effort should be made to save as little as possible, or that the dividing line should be drawn at random. A total or disproportionate destruction of the will is not one of the objects he had in view in making it. The nature of the case is evidence of his intent that there shall be no useless mutilation, but that when enough of his plan is annulled to conform it to the law, it shall be left as nearly whole as consistency and reason will permit. The same evidence shows his meaning to be, that if all his arrangements, general and particular, primary and secondary, cannot be carried into effect, "the inability to carry into effect the secondary or subordinate intention shall not defeat the primary or general intention." If any of his orders cannot be executed in the designated time or manner, or to the designated extent, he means that the execution shall be approximate (as nearly as possible according to instructions) in time, manner, and extent. A bequest of $100, to be paid at the end of six years, does not mean that the legatee shall have nothing in case there is less than $100 for him, or in case the executor has no means of payment before the end of twelve years, or in case he has means of payment at the end of five years, and the law requires all legacies to be then paid notwithstanding the testator's appointment of a more remote time. Without other evidence, a mere devise of a farm, accompanied by a suspension of the title in trust for a time, does not indicate a purpose that the devisee is not to have the farm if the specified time is a day, a year, or twenty years longer than the legal period and if no wrong would be done by an approximation. Within the legal limit, the testator's power of suspending the title is not affected by the disability under which he labors beyond that limit. The devise is effective cy pres, in pursuance of his implied intent to divide according to common reason, throw out what is against law, and let the rest stand. This legal intent, correctly inferred as a fact, is a part of the will, not less operative or less important than it would be if set forth in express terms in the writing. A refusal to execute it would be an alteration of the will, and a violation of common-law principle and statutory right.
The legality of Barker's small bequests is not disputed. The will is not wholly void, but is admitted to be good in part, and to be divisible. The question is, not whether it shall be divided, but where the line of division shall be drawn. In the devise of the remainder to the grandchildren, the last nineteen of the forty years are too remote. In the rest of the time, and the rest of the will, there is no illegality. The invalidity arising from remoteness would be unnecessarily and unreasonably extended by throwing out twenty-one years that are not too remote. The intestacy asserted by H. would be a more inordinate expansion of the limited *474
defect. "When a man sits down to dispose of his property by will, it is fair to presume that he does not intend to die intestate, nor to become intestate after death." Weatherhead v. Stoddard,
A testator may prefer, in certain contingencies, to be wholly or partially intestate. In this will, Barker could have said, "If my intention, herein expressed, cannot operate to its full extent, it shall not take effect as far as possible. No part of my will shall be sustained by an inferred intent that it shall work as far as it can, or by the equivalent rule of construction. If the whole cannot take effect, the whole shall be void." It is not claimed that such a provision can be implied. He could have said, "If the vesting of the remainder in my grandchildren cannot be postponed beyond the time when the youngest is twenty-one, the devise thereof to them is revoked, and as to said remainder there shall be no will." His belief that the protection due from him to them was a will that would save the remainder for them, and his exhaustive effort to do his duty (explained and emphasized by a fact plainly disclosed), cannot be reconciled with an intent that the devise of the remainder shall be revoked, and that his confessed duty shall not be done, if the devisees' title cannot be suspended beyond the minority of the youngest. The revocation of that devise, leaving the remainder to descend as intestate property, would thwart the purpose of his conditional appropriation of $30,000 (by making H. the absolute owner of a large amount of *475 property), deprive the grandchildren of the protection which the testator considered indispensable, and defeat the main objects of the will. It would be little less erratic than a causeless revocation of the whole instrument. An intended intestacy as to the remainder can be inferred from nothing but mental disorder, of which there is no evidence.
It is said that in some cases "the court must put themselves in the place of the testator, and determine as he would have done if he had been told that both of his intentions in the will, by the rules of law, could not take place, and had been asked which of them he desired should take effect and stand, as both could not" (Dodson v. Grew, 2 Wils. 322, 323, ante, p. 467), and that the court inquire "what the testator would probably have done himself" (Attorney General v. Ironmongers Co., 1 Cr. Ph. 208, 224), and what he probably "would have preferred." 2 Beav. 313, 325. It is not said that this is the question in all cases when a testamentary provision cannot be executed. Upon incompetent evidence (circumstantial or direct) that if Barker had been aware of some matter of law or fact of which he was ignorant he would have made a different will, legal construction cannot do what he would have done. But this will is competent and sufficient evidence that if he had been informed (when he gave instructions for drafting it) that his intent that his grandchildren should have the remainder could not stand with his intent that they should not have it till the youngest was forty years old, and had been asked which of these intents should prevail, he would have given an answer that is comprehended in his intent on the subject of approximation. The law determines not what will he would have made if he had known that the last nineteen of the forty years were too remote, but what will he did make in ignorance of this flaw in his appointment of time. His intent that the grandchildren shall not have the remainder till the youngest arrives at the age of forty years is modified by his intent that they shall have it, and that the will shall take effect as far as possible. The forty years are reduced to twenty-one by his general approximating purpose, which is a part of the will.
Decree for the trustees.
CLARK and CHASE, JJ., did not sit: the others concurred. *476
