The following opinions were delivered by members of this court:
The view which 1 have taken of this case is confined chiefly to an examination of the questions involved in the trust term, and the estates in remainder limited thereon. There are some minor points which it will become necessary to notice, in the disposition and settlement of several independant bequests, upon the conclusions at which I have arrived.
The trust term has been properly divided into two branches; 1. Its object, or the purposes for which it was created, and whether it is authorized by law; and 2. Its duration,
As to the. object of the trust term, or purposes for which it was created: the testator has declared his object to be to confide his property to the care of trustees for greater caution, till his minor children and grand-children become of age; and as a natural consequence he has created numerous trusts and directed them to be executed for the benefit of his family, or of those dependent upon and entitled to the enjoyment of the estate during the time they are thus deprived of it. This trust term, which is the estate of the trustees, since the revised statutes, depends upon the validity of these trusts or some of them ; and it will therefore be necessary briefly to refer to. them. My examination, however, shall be confined to those which operate to sustain the devise of the legal estate to the trustees; all the others are mere powers in trust that have no necessary connection with the term. In the case of a devise to executors or trustees, there are but three kinds of express trusts that are accompanied with the legal estate authorized by the revised statutes. The trust to sell or mortgage lands, in the first and second subdivisions of the 55th section, which, if created by deed, carries the title, does not do so in the case of a will, according to the provisions of the 56th section. These three kinds of
The trust to accumulate rents and profits was adjudged void by the chancellor, and was conceded to be so. by most of the counsel on the argument. The 37th section of the
The next subject of consideration is the trust term in respect to its duration, that is, whether it is properly limited under the statutes. The limitation is found in the 17th clause of the will, where the testator directs that the trust term shall continue, and the final division of the estate shall not take place “until the youngest of my children and grand-children living at the date of this my will, and attaining the age of 21 years, shall have attained that age.” At the date of the will, there were six children and seven grandchildren, minors, in all thirteen ; and it is apparent from the language and intent of the testator, the trust was to continue till the whole thirteen, or those surviving the period of the limitation, should reach the age of 21 years. Youngest of my children and grand-children, standing alone, might well enough refer to the youngest of each class; but the remaining part of the clause is conclusive against this interpretation ; it must be not only the youngest, but the youngest living and attaining the age of 21 years, and who shall have attained that age. If the youngest of each class should die, short of minority, the event designated has not happened, because there may be one living who will attain the age of 21, and who would be the youngest of the class attaining that age. The thirteen minorities, therefore, must all be extinguished, by death or lapse of time, before the trust terminates according to the intent of the will. Although the testator obviously contemplated the possible death of some of the minors before the youngest living, who might arrive at majority, had attained that age ; and therefore comprehend
The 15th § of the 1st article, 1 R. S. 723, gives the rule, which is as follows: “ 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, except in the single case mentioned in the next section." The next section allows a contingent remainder in fee to be created on a prior remainder in fee, to take effect in case the persons to whom the first one is limited should die under age, or upon any other contingency upon which the estate may determine before they attain full age. Taking the two sections together, and they are so to be construed, they permit a limitation for two lives in being, and twenty-one years in addition in case of actual .minority— for example, an estate to A. for life, remainder to his children in fee; but in case such children shall die under the age of twenty-one years, then to B. in fee. Here the ownership may be suspended for the life of A., and the actual infancy of his children, but in no event can exceed that length of time. If one of the children reach 21 years, B.’s remainder is void. The case upon the will of Henry Bengough was decided in 1827; it involved this question, the only important one in it, viz. whether as the law then stood in England, there could be a suspension of the power of alienation for any number of lives in being, (there were 28 in that- ease,) and 21 years as an absolute term without regard to infancy. The court held that though the rule of law was framed in analogy to the case of a strict settlement, where the 21 years was allowed in respect to the infancy of a tenant in tail, it had been fully settled that a limitation by way of executory devise or springing use, might be made to depend upon an absolute term of 21 years after lives in being. The 16th § was intended to change this rule, and confine the 21 years to the case of
There is another view of this part of the case which is perhaps more satisfactory and conclusive. The absolute term of 20 years and 10 days, determinable by the ceasing of the minorities, is in no respect different from such a limitation determinable upon lives as to its possible duration. In either view it may continue the whole of the limited period—the 20 years and 10 days. The minorities may hot cease till the youngest grand-child arrives at- the age of twenty-one, in the one case, and the lives may not expire till that period in the other ; it may ; therefore, be an absolute term for twenty years and ten days in either case, and if the principle is established, thfere may be ah absolute term for 21 years, as the youngest child may not be a day old at the creation of the estate. To test such a limitation by the statute, we will take an example. Suppose an estate to A, for 21 years, and during the lives of B. and C. then in being, and remainder over; now the utmost limit of the statute is the two lives: “ 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.” We have now a limitation of twenty-one years, and during the lives of the two persons in being. Suppose these lives should drop at the end of ten years, is not the authority of the statute to suspend the ownership exhausted ? Two specified lives in being, and upon whom in one aspect the
We shall now recur to the other question growing out of the trust term, and which should now be settled—though in
From the foregoing view of the questions involved in the trust term, I have arrived at the following results, which it may be proper now to bring within more condensed limits: 1. That the trust to pay annuities is a valid trust within the 3d subdivision of the 55th section, and may sustain in the trustees the devise of the legal estate during the term under the 60th section. II. That all the other trusts are either invalid or are so limited that they cannot sustain it for that period of time: they are future or contingent, or trusts that are immediately executed and cease. III. That the estate thus vested in the trustees is inalienable during the existence of the trust term : 1. By the operation of the 63d and 65th sections, it being a trust within the 3d subdivision of the 55th section ; or 2. Assuming the trust to be within the second subdivision, the term is equally inalienable, as the trustees cannot convey the legal estate in violation of the 65th section, and therefore, though the annuitants may assign their interest, the whole or absolute interest is inalienable; and IV. That the trust term is void, 1. Because it is an estate limited to depend upon thirteen lives, as well as upon minorities, and may postpone the power of alienation for a longer period than is allowed by law, 15th section; 2. That if it should be considered properly a term for 20 years and 10 days, determinable upon thirteen minorities, it is still void, because power of alienation may be suspended for more than two lives of the thirteen individuals upon which it depends; and 3. Because the trust term is not limited to depend upon one or two specified lives in be
What then becomes of the remainders ? They cannot vest in possession under the will, because that expressly limits them upon the ceasing of the thirteen minorities. By the 17th clause the testator declares, “ I have also determined that this trust shall continue, and that the final division of my estate shall not take place, until the youngest of my children and grand-children living at the date of this my will, and attaining the age of 21 years, shall attain that age.” The 37th clause also expressly limits the distribution to this period i f time, and until then the trustees have no authority under the power conferred to make the division. This was the view of the chancellor, upon the supposition that the trust term should be considered invalid. He directed the surplus rents and profits, the accumulation being void, to be paid to the persons presumptively entitled to the next eventual estate under the 46th sectil n of the statute, 1 R. S. 726. But this was directed upon the ground that the trust estate was legal and valid and continued under the management of the trustees. By that section, when in consequence of a valid limitation of an estate, there shall be a suspense of the power of alienation, and during the continuance of it the rents and profits are undisposed of, they shall belong to the persons entitled to the next estate. This applies only to the case where there is a valid suspense of the ownership and no disposition is made of rents for the intermediate time. Were it not for this section, which changed the common law rule, it is conceded those surplus rents, on account of the void accumulation, must have gone to the heirs during the term. When there is no valid suspense of the power of alienation by the trust estate, it is obvious the 46th section does not apply. The limitation being illegal and the trust term void, the estate does not remain in the lands of the trustees, but must descend to the heirs at law who are immediately vested in possession and entitled to the rents and profits.
We shall next inquire whether the remainders are valid, so as to divest the heirs of the estate on the execution of
Are these remainders alienable before the execution of the power of distribution by the trustees ? The statute declares such power of alienation is suspended when there are no persons in being by whom an absolute fee in possession can be conveyed. Could the absolute interest in any one of these life estates be conveyed during the term ? Suppose Augustus should sell and convey the interest in his share to A., what estate would pass ? Not the absolute interest, because upon the distribution, by the trustees under the will, this whole share must be conveyed to Augustus, and to him alone, if living; if dead, to his heirs. It seems clear then to me, that the purchaser could not acquire the absolute estate ih remainder belonging to either of the seven children and two grand-children, in the eight and a half twelfths of the estate, within the meaning of the 14th section. But it may be said that the first remainders are vested, and may take effect immediately in possession upon the avoidance of the precedent or trust estate. We have already seen that they must be valid, if at all, at their creation, in other words, at the publication of the will; for if not, they cannot become valid by the happening of subsequent events. This is the settled rule of the common law ; it is also now the rule of the statute in respect to these remainders. They are future estates, and by the 14th section, 1 R. S. 723, every future estate shall be void in its creation which shall suspend the power of alienation for a longer period than prescribed in this article. We have also seen that future estates are the creatures of the statute, and must stand or fall by the rules there prescribed. It is important to this view, in the first place, to ascertain with certainty what the remainders after the trust term are, their nature or character and precise limitation, in order to test their validity by the statute. There are three descriptions of them, all going to different classes of persons, upon the happening of different events; 1. The remainders for life, with the power to devise; these are the first estates in remainder, and are limited to the seven children and two grand-children; 2.
But it is said we have still the life estates, vested and conceding all the others to be contingent and x'oid, why not execute these immediately in possession ? I have before shown that the power of the trustees to allot and convey these estates, at the termination of the trust term, rendered the absolute ownership inalienable within the meaning of the 15th section till the execution of the power, and therefore they were as objectionable in their limitation as the trust term itself. But there are to my mind other objections equally conclusive: The trust term is void and gone; the substituted and ultimate remainders are also void and gone; these life estates are the only, ones left that can be sustained under any view. If we should vest these estates on the death of one of these devisees, his power to devise being void, the share would descend not to the heirs at law of the devisee, not to his children, but to those of the testator. As there are eleven heirs, the children of one of the devisees of the life estates would inherit one-eleventh of the share of their parent, the other ten-elevenths passing to the other heirs of the testator. For example, suppose the life estates were now vested in possession and Augustus should die, his children would inherit one-eleventh of his share, and his brothers and sisters
Should the court concur with me in the conclusion at which I have arrived, it will become necessary to inquire into its effect upon the annuities, legacies and portions, and to shape the decree which shall finally be made accordingly. As to those heirs to whom beneficial interests have been given under the will, in the shape of legacies or annuities, which are consistent with the law and valid, they must be
The rule that the intent of the testator is to govern in the construction of wills has no necessary connection with the inquiry whether the devise or bequest is consistent with the rules of law. When we have ascertained what particular disposition the testator intended to make of his estate, then, and not before, the question arises whether the will is valid. If the disposition actually made is not inconsistent with the rules of law, the will is good and must be carried into effect, whatever the testator may have thought about the legality of the act; and on the other hand, if the disposition actually made is contrary to law, whether it happened through design or the want of accurate information, the will is worthless, and we have no choice but to declare it void.
The will may be good in' part and bad in part. Distinct independent provisions, which are in themselves free from objection, will not be invalidated by other separate provisions which are contrary to law. But if the good and the bad are so intermingled that the one cannot be separated from the other, then both must fall together; and where a particular disposition, which would be valid if it stood alone, forms a part of, or depends on a general purpose which is contrary to law, there both will be alike void, and must share a common fate.
In connection with this remark, I will briefly compare the will as it stands, on the decree of the chancellor, with the original disposition made by William James. In doing so, I shall only notice some of the most important particulars in which the intent of the testator has been overthrown by the decree.
The decree declares that the whole annuity of $3000 to Mrs. James, became lapsed by her election to take dower in the real estate. This annuity was given not only for her own support, but for the education and support of the
But there are other and more important points in which the intent of the testator has been frustrated. He directed the estate to be divided into twelve equal parts, and then disposed of the whole. As to three and a .half of those shares, the will is declared void by the decree.
The testator in effect directed an accumulation of the rents and profits of the estate during the continuance of the trust. Under this provision it is but reasonable to suppose that the estate, subject to all the probable charges on rents and profits, would have doubled in value before the final distribution. The whole provision for accumulation is declared void. This part of the decree alone defeats the intent of the testator to the extent of one half the probable value of the estate at the end of the trust term.
As to eight and a half shares of the annual rents and profits, the decree declares that they belong to the seven chilren and two grand-children as the persons presumptively entitled to the next eventual estates in eight and a half shares on the final distribution of the property. The effect of this part of the decree is to give this portion of the rents and profits to the nine children and grand-children immediately ; whereas, by the will, they would receive nothing until the end of the term, and if they did not live until that time, they could never take any portion of the rents and profits—they were to go to others.
Enough has been said to show that the will of the testator has undergone a great change in passing through the
If the law has rendered void so large a portion of the trust which the testator attempted to create, it is well worthy of consideration whether the residue can be sustained. But in the view which I have taken of the case, it will be unnecessary to pass upon that question.
I shall now examine the will as it came from the hand of the testator, for the purpose of ascertaining whether the whole or any part of it can be carried into effect consistently with the. rules of law.
First. Whether the devise to the trustees is valid, so as to vest the estate in them ; and
Second. Whether any part of the the will can be carried into effect under the doctrine of powers.
Both of these inquiries depend principally on the true construction of the second title of the act concerning the acquisition, enjoyment and transmission of property. 1 R. S. 721, 738. This statute has made great, and, in some respects radical changes, in the law of real property, and-very little has yet been done by way of giving a judicial interpretation to its provisions. Whether it was the dictate of a wise public policy to make so great an inroad upon settled principles, as was effected by this enactment, is not my province to determine. In this place 1 shall neither praise nor condemn the late revision of the laws. It is enough that they have passed through all the forms prescribed by the constitution, and furnish the rule of decision to this and all other cases falling within their influence. Like other statutes, they must be so construed as to carry into effect the intent of the law makers ; and we are not at liberty to turn aside from the path where they lead, for the purpose of avoiding consequences which may not correspond with our notions of what is best for the interests of society. If these laws, when fairly expounded in accordance with established principles of. interpretation, are found to operate injuriously in any particular case, the remedy must be applied by the legislature, and not by courts of justice.
First. In considering that branch of the subject which relates to the validity of the devise to the trustees, 1 shall inquire,
Whether the power of alienation is suspended during the trust term : and
III. Whether the trust term is limited according to law.
It is important to notice at the outset that all uses and trusts, except as authorized and modified by the statute, are abolished, § 45. Trusts, arising or resulting by implication of law, are for the most part preserved, § 50, 54. But there can no longer be any express trusts except such as are authorized and defined by the statute, and those are all enumerated in the 55th section. To give effect to the statute in the spirit in which it was enacted, we must, as far as practicable, eradicate from our minds all that we have learned in relation to the doctrine of trusts as they existed before the late revision, and read the statute as though the particular kinds of express trusts which it specifies were now for the first time authorized by law. We may resort to the common law for definitions and rules of construction where the statute itself is deficient. But in attempting to ascertain whether any particular trust can now be created, we cannot resort to the common law, for the obvious reason that this light has been extinguished by the legislature. Whether a particular description of trusts is adapted to the wants of the society in which we live, or would prove beneficial to any class of individuals, is a question with which, in this place, we have no concern. We can only read the statute, and give effect to such trusts as it has specially authorized—all others being illegal and void, unless capable of execution in another form, § 58.
All formal or passive trusts are abolished, § 45, 47, 49; and those active trusts which are specially authorized, have undergone some important modifications. With a single exception, § 56, every valid express trust vests the whole estate in the trustee, both at law and in equity, subject only to the execution of the trust; and the beneficiary takes no estate or interest in the lands, § 60. Where the trust is expressed in the instrument creating the estate, a sale by
Courts of equity often regard things agreed or ordered to be done as actually performed ; and as the testator has in effect directed all his personal to be converted into real property, we may regard the conversion as actually made for all the purposes of passing upon the validity of the trust.
I. Was this trust valid in relation to the objects or purposes for which it was created, and the manner in which it was declared ?
1. One of the declared objects of the trust was the payment of the debts of the testator. The first subdivision of the 55th section authorizes a trust “ to sell lands for the benefit of creditors.” The testator has not attempted to create such a trust as the statute authorizes. That is .a trust to sell lands—a trust for alienation ; but the trust in the will is of the opposite character; it is a trust to tie up the estate and prohibit all alienation during the term. The debts are to be paid not from the sales, but from the rents and profits of lands devised to the trustees. It cannot be maintained that this was such an express trust as would vest the estate in the trustees.
2. Another and an important object of the trust was to confer on the trustees the power of making partition and conveyances of the estate at or near the end of the term. It has not been pretended that this was a valid trust within the 55th section. Whether it can be executed as a power in trust will be considered hereafter. The provisions in the 36th clause of the will for conveying $50,000, in value of the estate to the children of Augustus James, and $20,000, each to Anna McBride James and Lydia James, depend on the same principle as the power to make partition. These
There is some uncertainty about the persons who may be entitled to advances under the 31st and 32d clauses, but 1 think none are included but those who may take on the final partition. It is expressly provided, that “ the advances to any one individual shall not in the whole exceed the fourth part of the probable amount to which such individual will be entitled upon the ultimate division of my estate.” This plainly evinces the intention of the testator to exclude all his sons and grandsons who were not to share in the final allotment of the estate. There is still some doubt about the persons who may claim advances, and there is room for question whether these provisions are not void for uncertainty. But I shall not examine that question. Assuming that advances may be made to some of the persons presumptively entitled to share in the ultimate distribution of the estate—and very few of them can in any sense be said to have “ attained the age of manhood” during- the trust term,—still if the advances only constitute a part'of the final partition, they are not express trusts within the 55th section of the statute, and consequently will not carry the estate to the trustees.
There is another remark applicable to- the advances and marriage portions. They are future and contingent trusts
3. There are several other future and contingent trusts. By the 29th clause of the will, the trustees are directed to make suitable provision for the education and support of the testator’s minor children, in the event of the death of their mother during the term. The event upon which this trust is to be called into exercise is not only uncertain, but the cestuis que trust are all to share in the final division of the estate, and all payments on their account would be charged against them under the 35th clause of the will. By the 30th clause of the will, the trustees are directed in certain events to make provision for widows and children. These are also contingent trusts which may never be called into action; and so far as they relate to any of the grandchildren of the testator, Who may be entitled to share in the ultimate partition of the estate, they also fall within the 35th clause of the will. The provision in the 33d clause of the will, for the support and promotion of the welfare of the daughters of the testator and of his grand-daughter Mary Ann King, in case they shall marry and afterwards need assistance, may never become an active trust in relation to any of the beneficiaries; and if it should, all the advances which they might receive would be taken into the account on the final partition.
If any contingent provision can be valid as an express trust, within the 55th section, it cannot operate to vest the estate in the trustees until the happening of the event which is to call the trust into active exercise. The trustee cannot take the legal estate in the lands so long as it is uncertain whether there ever will be a cestui que trust to demand the rents and profits. If the event contemplated by the donor should never happen, there would be no person to enforce the performance of the trust, § 60; and the trustee would take the rents and profits for his own benefit. If the testator has not created some present active trust, the estate has not vested in the trustees, but has descended to the heirs at law.
There may be some difficulty in ascertaining why the word lease was inserted in the second subdivision, and if we attach to it all the consequences which may be deduced from the common law doctrine in relation to the power of making leases, it will include the right to take rents and profits. But that consequence will not follow in this case, for the reason that it would be against the manifest intent of the legislature ; and it is one of the first and most important rules of interpretation, that a statute shall be so construed as to carry into effect the intent of the law-makers. It has already been remarked that all express trusts, save such as are particularly enumerated and defined in the statute, are abolished. This subdivision does not in terms authorize a trust to receive rents and profits, and if we allow such a trust to be built upon it, we shall permit that to be done which the legislature has forbidden. That it was not intended that trusts under this subdivision should work any suspense whatever of the power of alienation, may be in
The first subdivision authorizes a trust “ to sell lands for the benefit of creditors.” This is a trust for alienation, and it would have been absurd to subject it to a provision against perpetuities. The second subdivision is of the same character. It authorizes a trust to “ sell, mortgage or lease lands for the benefit of legatees, or for the purpose of satisfying any charge thereon.” A mortgage is one mode of aliening the estate or a portion of it equal in value to the mortgage debt. In this case as well as where an absolute fee is transferred, the trust is at an end the moment the conveyance is executed, so far as relates to any power over the estate. The trustee has no further office to perform but that of making the proper application of the money. There is no suspense of the power of alienation, and it would therefore be idle to provide any safeguard against perpetuity. Was the word lease in this connection used for the purpose of authorizing a trust of a different character l I think not. And we may here very fitly apply the maxim, noscilur a sociis, and hold that a trust “ to sell, mortgage or lease lands,” is á trust for the alienation of the estate, or some interest in it, and that it means nothing but alienation. If there' is any possible way in which the power to lease can be exercised without suspending alienation, effect can be given to every word in the subdivision without contravening the manifest intent of the legislature. It is a power to make leases for the benefit of legatees, and I see no objection to demising the land directly to the legatee at a nominal rent for a period long enough to satisfy the legacy: or in the case of a charge on the land, leasing it directly to the person entitled
There is also another mode in which the power to lease lands may be exercised without tying up the estate. The trustee may sell a term in the land for a gross sum to be paid on the execution of the lease. Although this is not the usual way of executing such a power, it is enough that the thing may be accomplished in that form.. If the legislature did not intend that the power to lease should suspend alienation, then if there be any possible form in which the power
I conclude therefore that a trust cannot be created under the second subdivision, which shall necessarily suspend the power of alienation for any period whatever. It is a trust to sell land or some interest in it. The trustee does not hold for a term, and the property need only remain in his hands until a purchaser can be found who is willing to take it on reasonable terms.
In the closing argument on the part of the trustees, the ground was distinctly taken that trusts under the second subdivision do not suspend the power of alienation—that the authority to lease lands may be so exercised that it will not work that consequence. It was then said that although the trust declared by the testator may be void as to all the other purposes for which it was created, it is still valid under this subdivision, so far as it relates to the payment of legatees and annuitants; and that the trustees may take and hold the estate until those objects are accomplished. I agree that trusts under this subdivision do not suspend alienation; but I cannot yield to the argument that the testator has created such a trust. He not only used the very words which are descriptive of a trust of a different character, but the whole frame of the will plainly manifests his intention that alienation should be suspended until the end of the trust term. In trusts under the first or second subdivisions, there can be no term or prescribed period during which the estate is to remain in the hands of the trustees. They take the land, not to hold, but to alien ; not to receive rents and profits, but to “ sell, mortgage or lease and if they lease, it must be done in some mode which will leave the power of alienation wholly unfettered. The testator evidently acted on the supposition that a trust for any and all purposes might be
The next inquiry is whether this trust for legatees, and annuitants can be sustained under the 3d subdivision of the 55th section. That authorizes a trust “ to receive the rents and profits of lands, and apply them, to the use of any person, during the life of such person or for any shorter period.” The trust which the testator has declared is, to receive the rents and profits of lands and pay them over in specified amounts to legatees, annuitants and others. In the case of Coster v. Lorillard,
If, however, this is to be regarded as an open question, I cannot resist the conclusion that a trust to receive and pay over rents and profits, is not authorized by the statute. I think the legislature only intended to sanction a trust under this subdivision where the trustee had a discretion in the application of the money and that an authority to receive and pay over rents and profits is among those passive or formal trusts which were expressly abolished. When we sanction such a trust, we give no force to the word apply. The trustee does not make the application—he exercises no discretion as to the disposition of the money, but leaves that matter wholly to the will of the cestui que trust. The legislature evidently intended to restrict the power of creating trusts, particularly those which suspend alienation, within very narrow limits. An accumulation of the rents and profits of lands is only allowed for the benefit of minors—not for adults of any description, § 55, sub. 4, and § 37. Under the 3d subdivision there may be a trust to receive rents and profits either for minors or adults ; but still it is evident that the legislature had in view a particular class or description of persons who were to be provided for by the trust. They were persons who, for some cause, could not be safely entrusted with the management of their own affairs, and for that reason a trustee was allowed to make the application for them. Although the class of persons are not named in the statute, yet they are sufficiently indicated by the very nature of the trust. The trustee is not only to receive but to apply the money. Minors, improvident and unfortunate sons, and daughters who have married drunkards and spendthrifts,need the protection of some friend or trustee to render them secure in the enjoyment of the bounty intended for their use.¡ They cannot be safely entrusted with the estate itself, nor with the fruits which it yields. If the rents and profits were1'
If it was intended to authorize a mere formal trust, where the fiduciary was only a conduit to pass the money into the hands of the beneficiary, why was the word apply inserted ? why was it not provided that a trust may be created to receive and pay over ? I cannot believe that the legislature meant to sanction a mere passive trust, when they declared at the very outset that they meant to overthrow the whole system of trusts as it then existed, and only allow them to be created for certain specified purposes. The specified purposes are all either obviously necessary or highly conducive to the interests and conveniences of society. There may be trusts to alien lands or some interest in them for the payment of debts, legacies, and charges. There may also be trusts which suspend alienation where an accumulation is directed for the benefit of minors, or where the trustee is to receive and apply rents and profits. Beyond these the legislature has prohibited all express trusts which carry the estate to the trustee; and I think it quite clear that - a trust to receive and pay over falls within the prohibition. I do not say that we should inquire into the character of the beneficiary for the purpose of deciding on the validity of trusts
If it were proper in this place to consider that question, it might well be asked, why should a trust be permitted to receive and pay over the profits of real estate ? If the object be to give the fruits of the land to a particular individual, why not give him the land at once and let him take the profits directly, instead of first passing them through the hands of another ? There is no necessity for a trustee in such a case. He exercises no fiduciary office, and serves no purpose but that of aiding frauds and embarrassing estates, by vesting the legal title in one, while the beneficial interest is in another. It is in short a mere formal trust, which answers no better end in relation to the general interests of society, than that of deceiving the unlearned and the unwary, and occupying the courts with legal controversies.
It is worthy of remark that most of the judicial officers who have had occasion to pass upon this provision, seem, in the first instance at least, to have been strongly impressed with the opinion that the legislature did not intend to sanction such a trust as-the testator has declared. In addition to the opinions which have already been noticed, those of the chancellor and the vice-chancellor in the case of Coster v. Lorillard, may also be mentioned. The chancellor remarks that “ the object of the 3d subdivision of the 55th section of the title referred to, when taken in connection with the 63d section, was to enable the owner of property to create a trust therein for the benefit of an unfortunate or improvident child or relative; thereby to secure a support and maintenance for life, or for any shorter period.” He then goes on to remark that such a trust renders the estate inalienable
By confining trusts under the 3d subdivision to those cases where the trustee is himself to apply the fund, we shall, in my opinion, accomplish the precise object which the legislature had in view, and render the system consistent and harmonious. Under the first subdivision a trust may be created to sell lands for the benefit of creditors—under the second a trust to sell, mortgage, or lease lands for the benefit of legatees, or to satisfy any charge thereon. The trustees can alien the land, because that would not be an act in contravention of the trust, § 65. The beneficiary may assign his right, because the trust is for the payment of a sum in gross—the- amount of the debt, legacy, judgment, or other charge as the case may be. There is no necessary suspense of the power of alienation for a single moment. But the 3d and 4th subdivisions provide for trusts to receive rents and profits—trusts which do suspend the power of alienation. As this suspense was in itself regarded as an evil, the legislature not only took care to limit its continuance, but they particularly specified the purposes for which such a trust might be declared, and then it was provided that every valid trust of this description should vest the whole estate in the trustee, § 60 ; that he should not alien in contravention of the trust, § 65; and that the person beneficially interested, should not assign or in any manner dispose of his interest, § 63. We have here a system skilfully adapted to the purpose which the legislature intended to accomplish; the different parts harmonize with each other; the estate is effectually protected against frauds on the part of the trustee ; and the young, the improvident, and the unfortunate persons for whose benefit alone such a trust is allowed, are rendered secure in the enjoyment of the bounty designed for their use.
There is still another reason why a valid trust to pay legacies cannot be created under the 3d subdivision. Legatees are specially provided for by the second subdivision, and a testator cannot be allowed to select a trust from one specified class and direct its execution in the mode prescribed in relation to trusts of another class. The legislature has authorized trusts to pay debts, legacies, and charges, but it has also prescribed the means by which those trusts shall be executed—-the sale of lands. But for this special authority no trust whatever in relation to debts, le
I have before examined the other trusts declared by the testator, and assigned some of the reasons why I think them invalid. But if the views that have been suggested in relation to a trust to receive and pay over rents and profits are correct, there is then another and a fatal objection to every trust which the testator has attempted to create. He has in no case and for no purpose, save that of exchange and reinvestment, authorized the sale or other disposition of a single dollar of the capital of his estate during the term. On the contrary, the capital is to be kept entire until the final distribution, and all the trusts, whether for debts, legacies, annuities, advances, marriage portions or the like, are to be satisfied from rents and profits—and those too are all trusts to receive and pay over. There is no case where the trustees are directed to receive rents and profits and apply them to the use of the beneficiary. If I have not mistaken the law, then upon this ground alone, every trust declared in this will is utterly void.
5. Although the testator did not in terms, yet he did in effect, create a trust for the accumulation of the rents and profits of his estate; and if we look at the magnitude of the estate, and the probable amount of the annual charges on the fund, it cannot be doubted that the estate would at the least be doubled in value by the time assigned for the final distribution. This trust has already been declared void by the chancellor, and upon such satisfactory reasons that the trustees have not deemed it expedient to appeal from that part of the decree. As no attempt has been made to sus
I shall dismiss this branch of the case with the single remark, that although there were several objects or purposes in the mind of the testator which would have authorized the creation of a valid express trust, yet in my opinion no suck trust has been declared.
II. Is the power of alienation suspended during the trust term ?
In the consideration of this question I shall assume what has just been denied—that the trust is valid in relation to some or all of the purposes for which it was created, and the manner in which it was declared; and then the inquiry is presented, whether it is not subject to objection on the ground that it amounts to a perpetuity.
The article of the statute which relates to the creation and division of estates, has not, like those concerning uses, trusts and powers, abrogated the whole structure of the common law on that particular subject; but it has nevertheless introduced many new provisions which materially modify dhe rules of the common law in relation to the creation and division of estates. We must trace those changes which have been made by the new code, and so construe the different provisions as may be best calculated to attain the end which the legislature had in view.
The case of Coster v. Lorillard has settled that the prohibition against suspending the absolute power of alienation contained in the 15th section of the statute applies as well to present a$ to future estates. “ Such power of alienation is suspended when there are no persons in being by whom an absolute fee in possession can be conveyed.” § 14. The whole estate is devised to the trustees. They are to manage it, receive the rents and profits, make certain payments and advances during the term, and then to partition the residue among designated individuals. They have no power to sell any part of the estate except for the purpose of making investments in other property or in different places. Clause 27. A power to exchange one piece of property for another, or to sell it for the purpose of investing the proceeds in a different man
This, then was not a trust for alienation, but one of the opposite character. The predominent purpose of the testator was to preserve entire the capital of his estate until the end of the term. Indeed he intended to accomplish much more by way of accumulations. But it is enough for the present purpose that the testator studiously provided that not a single dollar should be abstracted from the capital until the end of the term. All payments and advances by the trustees, not excepting the debts of the testator, were to be made from the rents and profits of the estate.
The trust was for the receipt of the rents and profits of lands, and was expressed in the instrument creating the estate. The 65th section declares that “ where the trust shall be expressed in the instrument creating the estate, every sale, conveyance or other act of the trustees in contravention of the trust shall be absolutely void.’’ It should also be remembered, the whole legal and equitable estate is vested in the trustees, and that the beneficiaries take no estate or interest in the lands. § 60. To my mind nothing can be more clear than that the estate cannot be aliened during the continuance of the trust term. The trustees who have the whole legal and equitable estate, cannot convey, because it would be an act “ in contravention of the trust.” The consent of the beneficiary would not confer the right to sell. It would still be an act, not in accordance with, but in contravention of the trust. This view alone, disposes, I think, of the whole question. There is no ingenious contrivance by which we can get rid of the difficulty. We must say that the estate is inalienable during the term, pr the statute is nothing but a dead letter.
If I am mistaken in the construction of the 63d section, there is still an insuperable difficulty in the way of any sale by the beneficiaries. Some of them are to receive, not any sum in gross but an indefinite amount, which depends entirely on the discretion of the trustees. But if we look only to the annuities—the ground on which the trustees principally rely—the difficulty still remains. A life annuity is not “ a sum in gross” within the meaning of the statute.
There are, I think, two insuperable objections in the way of any alienation of the estate during the continuance of the trust. First, the trustees who have the whole interest can
IIL As the power of alienation is suspended during the continuance of the trust, the next inquiry is whether the trust term is limited according to law.
“ The absolute power of alienation shall not be suspended by any condition or limitation whatever for a longer period than during the continuance of not more than two lives in being at the creation of the estate.” § 15. There is a single exception to the rule, but it does not affect this question. The death of the testator is the time when the estate was created. § 41. The testator, after announcing his purpose of confiding the care and management of his estate to trustees, declares “ that this trust shall continue, and that the final division of my estate shall not take place until the youngest of my children and grand-children living at the date of this my will, and attaining the age of twenty-one years, shall have attained that age.” He had at that time thirteen children and grand-children who were minors, the oldest of whom was his daughter, Mrs. Barker, who was of the age of eighteen years and ten months, and the youngest was his grand-child William. Augustus James, who was eleven months and twenty days old when the testator died. The other minors were of different ages between' one and eighteen years. If William Augustus James lives to attain the age of twenty-one, the term will continue twenty years and ten days.
It is said that the limitation of the term is void for .uncertainty—that the period at which it can be ascertained that the term has ended may overrun the period at which it may in fact terminate. The objection takes it for granted that
It has not been contended that this was an absolute term of twenty years and ten days, but it is argued that it may end before that time in case of the death of some or all of the minors before they attain the age of twenty-one years.
The term as limited by the testator and qualified by law, depended in part on time and in part on the continuance of life. It might continue twenty years and ten days if William Augustus, the youngest minor, so long lived, or it might end at any earlier period on the death of all or some portion of the persons named in the class. It might end with the death of all the minors before any of them attained the age of twenty-one years, or it might end after one, two, or more of the number attained the age of twenty-one, by the death of the remaining minors under that age. The term was limited by the continuance of minorities, but as those minorities might cease by death as well as the lapse of time, it necessarily depended in part on the continuance of life. It was a term which could not exceed twenty years and ten
I do not perceive that this difficulty can be obviated in any of the modes which were urged upon our consideration. The continuance of the trust does not depend upon the minorities of the youngest child and the youngest grandchild in the class; nor does it depend on the minority of the youngest person in the class. If it did, only two lives in the former case, and one in the latter, would be involved in the term. But the testator has directed that the trust shall continue “ until the youngest of my children and grand-children, living at the date of this my will, and attaining the age of twenty-one years, shall have attained that age.” There is but one class of minors, and the trust is to continue—not until the youngest in the class attains his full age, but until the youngest attaining the age of twenty-one, shall have attained that age. In other words, the term does not depend on the minority of the youngest in the class, but on the minority of the youngest who shall attain the age of twenty-one years. This may be rendered more plain by supposing that William Augustus, the youngest minor, had died immediately after the testator. The term would not have ended with his life, but would continue until the next longest minority should cease. And if the three youngest minors, which will include the youngest child and the youngest grand-child, were both to die the present year, the term would not end with their lives, but would continue until the next longest minority should be determined. The testator evidently intended that the trust should continue so-long as anyone of the class should remain a minor. And if this was his obvious intent, much as we may regret the consequences which must follow, I do not think that we can re-model the term for the purpose of
The argument most strongly urged in support of the term, was, that at the common law there were two rules in relation to perpetuities, and that the absolute power of alienation might be suspended either for a moderate term of years without reference to lives, or for a life or lives in being and twenty-one years and a fraction over; and then it was said that our statute had modified the last rule, without touching that in relation to a moderate term' of years. I shall not go over with the cases referred to by the counsel in support of this doctrine, although I have read them with some attention. At one period of the English common law, the power of alienation was almost wholly unrestrained ; and although perpetuities were afterwards introduced, and finally obtained a partial triumph, they were always regarded with jealousy by the courts, and the judges resorted to the most subtle constructions and artful devises to prevent the tying up of estates. When an estate was given to a man and the heirs of his body, thus creating what was afterwards denominated an estate tail, the courts held that this was an estate upon condition, and that as soon as the donee had any issue born, the condition was performed, and the estate might be aliened. This construction was attacked and overthrown by the statute of Westminster the second, which enacted that the will of the donor should be observed. By this statute the aristo
Executory devises are an innovation upon the ancient common law, and were not finally sanctioned without a struggle. At first it was held that an executory devise would be void which suspended the power of alienation for more than one life in being. Afterwards two or three lives were allowed, and finally it was settled that alienation might be suspended for any number of lives in being. To this was added an absolute term of twenty-one years and the usual period of gestation. It was while the courts were in doubt and uncertainty about the proper limitation, and the rule was fluctuating and unsettled, that some of the cases speak of a reasonable or moderate term of years. Since that period we find no trace in the books of this doctrine of a moderate term of years. It was once allowed, it is true, but it was while the courts were unsettled about what they would sanction and what they would reject. So too, at one period, the rule was a single life in being, and there would, in my judgment, be about as much propriety in .saying that this formed a third rule of the common law in relation to perpetuities as there is in saying that there are two rules on that subject. There have been different rules at different periods. This, like other branches of the common law, has gone through many modifications; but at the time our statute was passed there was but one rule: alienation might be suspended for any number of lives in being and 21 years and a fraction over; and this rule the statute has modified.
But .let it be granted thaf there were two or even twenty common law rules. The . pslature has given one and only one rule on this subject, at; every other or different rule is necessarily abrogated. Le it be granted that the common
Another argument in support of the trust is, that alienation may be suspended upon any event which will certainly happen at a period within the ordinary duration of human life; and tables showing the probable value of life were referred to. This argument does not differ materially from the one which has just been considered. I think it a sufficient answer that it sets up a. different rule from that which the legislature has prescribed. Whether the best method has been- adopted for measuring the suspense of alienation is not the question to be decided. The statute has given lives as the measure, and nothing else. If we depart from that standard, we depart from the law, and instead of carrying into effect the declared will of the legislature, we put ourselves in their place, and make instead of administering the law.
It is also said that as the statute has given lives as the rule, and as the greater includes the less, we may, at all events, take any portion of human life as minority and suspend alienation during that period. If the testator had limited the trust upon two minorities, the argument would have been very satisfactory, for then the trust could not extend beyond two lives. But he has created a trust which is to continue through thirteen minorities, and that may amount to as rriany lives. The question is—not whether the trust probably will, but whether it can transgress the statute rule. It must be so limited in point of duration that it cannot in any event exceed two lives ; otherwise it is void in its creation.
There is no way in which we can give effect to the statute but by adhering strictly to the measure of duration which it prescribes. The utmost limit for which alienation
We cannot model this will for the purpose of obviating the difficulty. The testator has not said that the-trust shall cease on the death under age, of one, two, three, or any other number of the minors; and we have no authority to say it for him. We know not which two of the class he would have selected, or whether indeed he would have rested the term on any two lives in the class. He might have created a trust for the lives of two other persons; and if the term had been for the longest of the thirteen minorities, provided A. and B. or either of them should so long live, it would have been a valid trust so far as relates to the suspense of alienation. It could in no event continue beyond the two designated lives, and might terminate sooner by the ceasing of
Under this branch of the case, I must notice the argument that the trust to pay legacies and annuities is valid under the 2d subdivision of the 55th section; and inasmuch as trusts under that subdivision are not in terms subjected to the rules prescribed in the first article against perpetuities, it is no objection to this trust, so far as it relates to legacies and annuities, that the power of alienation may be suspended beyond two lives. This is a bold argument and one which fully meets the difficulty. It supposes that the legislature has failed in the effort to control perpetuities, and that by a trust for paying annuitants, the power of alienation may be suspended for an unlimited period.
Under another branch of the case I have already remarked that the testator did not attempt to create a trust under the 2d subdivision ; but that he intended to create a trust to receive rents and profits, which if valid for any purpose, must fall under the third subdivision. I have also expressed the opinion that a valid trust to receive rents and profits cannot be created under the second subdivision. But if that opinion is not well founded, I think the ground assumed by the counsel cannot be maintained. The right to create a trust to receive rents and profits is not in terms conferred by the second subdivision, and if it can be made out by argument and inference, it will still be a trust falling within the very letter of the third subdivision, and which is expressly subjected to the rules prescribed in the first article against perpetuities. If the same description of trust may be created under two different branches of the statute, I think it enough that the legislature, when they treat in terms of a
But there are other and I think conclusive answers to the argument. The legislature has spoken more than once on this subject, and there is no device by which a perpetuity can be maintained. The last clause to each of the third and fourth subdivisions of the 55th section was wholly unnecessary. It was added from an excess of caution, and to prevent the possible supposition that a perpetuity might be created by means of a trust. It was enough that the statute had once declared that the absolute power of alienation should not be suspended beyond a specified period, and that this should not be effected by any limitation or condition whatever. But this is not all. The 36th section expressly provides that dispositions of the rents and profits of lands shall be governed by the rules established in relation to future estates. This alone covers the whole ground. It extends to every disposition of rents and profits without any reference to the purpose to which they are to be applied, and it reaches every trust which the testator has attempted to create.
Having disposed of the first branch of the case, which relates to the validity of the trust, nothing remains but to inquire—
Secondly. Whether any part of the will can be carried into effect under the doctrine of powers.
The 58th section of the statute declares, that “ where an express trust shall be created for any purpose not enumerated in the preceding sections, no estate shall vest in the trustees; but the trust, if directing or authorizing the performance of any act which may be lawfully performed under a power, shall be valid as a power in trust, subject to the provisions in relation to such powers contained in the third article of this title.” It will be observed that an express trust can only be valid as a power in trust, where it' is created for a purpose not enumerated in the preceding sections. Trusts to pay debts, legacies and charges, had been previously enumerated. So also had been trusts to receive the rents and profits of lands and apply them to the use of any person, and a like trust for the purpose of accu
It is a matter of no moment that the testator has failed to create any valid trust for the payment of debts, legacies or charges, or for the receipt of rents and profits. It is enough that those are purposes for which a good trust might have been created, and no provision for those purposes can be valid as a power in trust. This covers all the objects for which the estate was devised to the trustees, except that of making partition at or near the end of the trust term. Is this valid as a power in trust ? That inquiry, in my view of the subject, is all that remains of this case.
It cannot be necessary to go through with the new nomenclature of powers contained in the statute for the purpose of proving that a valid power may be granted to make partition. But the time when the power is to be executed may be very material to its validity. There are no means by which alienation can be suspended beyond the period prescribed in the first article ; and we shall find, I think, the same difficulty on that point, when the case is examined under the doctrine of powers, that was presented when considering it as an express trust under the 55th section, The power can only be executed at the time and in the manner prescribed by the testator. Although the trust falls to the ground, the time and manner of executing the power still remain. By the will, the final distribution is to be made and the conveyances executed “ at the expiration of the period herein prescribed for the continuance of the trust.” It can only be done when all the minorities shall have ceased; and if no one can in the mean time convey an absolute fee in the land, then we have already seen that the power of alienation is suspended for a longer period than
The trust having failed, the estate descended to and vested in the heirs at law of the testator, subject to be divested by the execution of the power. § 58, 59. The heirs can alien their interest, but that is only an interest for a term of years, which will be divested on the ceasing of the minorities and the execution of the power. Or if we suppose them technically seised of the fee, is not an absolute but a qualified fee, which will be defeated at the expiration of the term. Who then can convey the residue of the estate ? Can the seven children and two grand-children who are to take the eight and a half shares on the final distribution 1 In the first place, I doubt whether they take any estate under the will until the actual execution of the power. But if we may regard their interest under the power as an estate in the lands, they have then, I think, contingent remainders for life limited on a term of years. If they were by the will to take absolutely under the power, the mere uncertainty as to their living until the time when it is to be executed, would not render the remainders contingent. They would be vested in interest although they might never vest in possession. But the persons who may take under the power have as yet no fixed interest. It is not only undetermined what portion of the estate, if any, they will be entitled to receive— whether one-twelfth part each or a smaller quantity—but whether they will ever be entitled to any thing depends on a contingent event—the decision which the trustees shall make at the end of the term in relation to moral character. Until that decision is made, it is impossible to say that they
But whether the remainders are vested or not, the nine children and grand-children can only convey such interest as they may possibly take under the power ; that is, only a life estate in each ; and the question still recurs, who can convey the residue of the fee 1 The persons who, are to take the ultimate fee may be, and many of them probably are, yet unborn. They may not be born during the term, nor until an indefinite period afterwards.
For the purpose of illustration, let us take the case of Augustus James. If he die during the term, his share is to be conveyed to his heirs at law. Clause 39. This will include not only his present children, but such as may be born before his death; and if any of his children should die before him, leaving issue, will include such issue. Again: should Augustus die during the term, leaving no lineal descendant, his share would in that case go to his collateral relations, some of whom may be yet unborn. Another case may be put: If Augustus die during the term, leaving any child who was living at the death of the testator, such child is to take only a life estate under the power. Clause 39, 44. Then all the consequences may follow which I am about to mention as depending on the event that Augustus shall survive the term. I might stop here, and it would be impossible not to see that events may happen which would defeat any conveyance which could be made of the estate. But let us suppose that Augustus lives until the time prescribed for the execution of the power, and that he will then be entitled to take one share under it. He will have a life estate in the share with power to devise the same in fee to his lineal descendants, in such manner or proportions as he may think proper. Clause 44. This power of appointment not only includes all his children now living, but such as may be born during or after the end of the term j and
Without proceeding further nothing can be more clear than that an absolute fee cannot now be conveyed in the share of Augustus. It could not be effected if all mankind were to join in the conveyance; and the estate is so limited that the same consequences will in all probability exist, not only during the term, but long after it is ended. Although it is in the highest degree probable that the power of alienation will be suspended beyond the term, yet the invalidity of the devise does not depend upon that probability. On the contrary, 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. In other words, the estate must be sp limited that some person or persons in being can convey an absolute fee in possession within the duration of two lives—otherwise the limitation is void in its creation. § 14,15.
We have already seen that the term is too long—that it depends on more than two, to wit, thirteen lives. If the trusts are void on that ground, so also must be the power in trust. The particular limitation or condition by which alienation is suspended—whether by a trust or a power— can be a matter of no moment. The statute says it shall not be done by any limitation or condition whatever. This is strong language, but it is the language of the law. We cannot avoid it by construction—we cannot pass it by un
The power in trust cannot properly be regarded as a mere incumbrance on the land. Where there is a judgment, mortgage, or other charge of the like nature, the incumbrance may be extinguished by payment or a release. The owner of the land, by uniting with the incumbrance creditor, may convey an absolute fee in possession ; but the power under which the trustees are to make partition and convey, is a power to create an estate. The property of the testator goes to his heirs at law, as tenants in common in equal shares until the time arrives for making partition-Then by the execution of the power, the estate of the heirs will be divested, and such of the beneficiaries as have not forfeited their shares, will take new estates in severalty. What kind of fee can be conveved so long as a power exists by which it may be utterly defeated ? It surely is not an absolute fee.
The power by which the new estates are to be created cannot be released or in any way destroyed. It is imperative on the trustees. § 96, 97. All the persons now living) or who will probably be living at any time during the term cannot extinguish the power; nor would the death of all the trustees defeat its execution. § 100. It is an abuse of terms to call such a power a mere incumbrance on the estate.
But let. it be supposed that the power can be extinguished. What will be the consequence 1 The estate is now vested in the heirs at law. Blot out the power, and their interest will immediately become absolute. There will then be no means by which their estate can be divested for the purpose of giving the property to others ; and the will of the testator will be as completely overturned as it can be in any other possible mode.
Upon the best consideration which I have been able to give to this case, I am brought to t.he following conclusions :
I. The trust in relation to its objects and the manner in which it is declared, is contrary to law, and is consequently void.
III. The will cannot, either in whole or in part, be carried into effect under the doctrine of powers, because this presents the same objection in relation to the suspense of alienation that arises when the case is considered as an express trust.
The consequences which result from the view I have taken of the case, may be briefly stated as follows:
I. The real estate of which the testator died seised, descended to his heirs at law in the same manner as though he had died intestate ; and his personal property, subject to the payment of debts and legal charges, belongs to those who, at the death of the testator, were entitled to take as next of kin under the statute of distributions.
II. The annuities are inseparably connected with the trust, and must fall with it. Such was the opinion of the late chief justice in the case of Coster v. Lorillard; and although the rights of the aunuitants were saved in the decree, it was for the reason that they were not before the court, and not, as I believe, from any doubt about their invalidity, I do not see how it is possible to uphold the annuities, when the trust on which they depend is overthrown. They are to b.e paid from rents and profits which will never accrue.
III. None of the directions in the will for making advances to sons and grand-sons, paying marriage-portions to daughters and grand-daughters, nor any of the contingent provisions for minors, widows, and children, can be maintained. The objections to them are fatal, whether they are regarded as trusts or as powers in trust. They are not distinct independent provisions, but evidently resulted from the necessity which the testator had created for guarding his
IV. The $10,000 directed to be paid to James King by the 38th clause of the will, is but a part of the general distribution, and must fail with other provisions of the same character; and besides, this portion is to be carved out of the share of his daughter which wholly fails. She will take as heir at law, and not under the will.
V. There may be more room for doubt in relation to the $50,000, given to the children of Augustus James, and the $20,000 each, given to Anna McBride James and Lydia James by the 36th clause of the will. Lydia James will take as heir at law, and cannot also take under the will. But independent of this consideration, these provisions all depend on the trust—the payments are to be made from rents and profits which will never arise. If they are to be regarded as a part of the trust, then they necessarily fall with it. If they constitute a part of the final distribution under the power in trust, then, like other provisions of the same character, they are objectionable on the ground that the power of alienation is suspended for a longer period than the law will permit. I should be glad to uphold the provision for those grand-children who will not take as heirs at law, because they seem to have been favorites with the testator ; but I am unable to discover how it can be done consistently with the views which I entertain of the law of the case.
VI. The several legacies of $3000 to the children of Jeannette B. Gourley, $1000 to John James, and $2500 to the society for the relief of orphan and destitute children, I regard as valid. They are distinct independent provisions which do not necessarily depend on the trust which the testator attempted to create. The provision for orphan and destitute children is in the first instance given in the form of an annuity of $150, but that was only to continue until the trustees should find it convenient to invest the sum of $2500, in some public stock which was thereupon to be transferred to the managers of the society. I think this may properly be regarded as a legacy equal in amount to
I have now gone through with all that T think it necessary to say in relation to this case. Although I came to the ex-: amination of it, strongly disposed to uphold the will, Iam fully persuaded that it cannot be done consistently with the rules of law. If others entertain the opinion that the trust can stand, or if, in any other form, they can give effect to the intent of the testator, I shall not regret it. For myself, I have followed where the law seemed to point the way, and if I have not mistaken the path, the disposition made by the testator of his estate is contrary to law, and consequently void.
So much of the decree of the court of chancery as 'declares the trust or the powers in trust valid for any purpose, should, in my opinion be reversed, and a decree should ' be entered in accordance with the principles which I have mentioned. .If payments or advances have been made to any of the beneficiaries, in part execution of the trust, they should account for and refund those moneys on the distribution of the personal estate. I presume no one has received more than will fall to his share as one of the next of kin to the testator.
The trustees have undoubtedly acted in good faith, and all their acts should be ratified and confirmed. For that purpose the court of chancery may direct releases and conveyances by the heirs at law, should it be deemed necessary. The trustees should render a full account, and should have all just allowances, including compensation for their services and all necessary expenses. The costs of all parties to be taxed should be paid out of the personal estate ; and the court of chancery should be directed to carry the decree of this court 'into full effect.
It is insisted by the heirs in the first place, that the trust term and devises, if otherwise valid, are yet void as being intended to subserve the illegal purpose of accumulation; that this prominent object of the will being condemned by the statute, and therefore invalid, the whole instrument is destroyed. The case was likened on the argument to a deed, one provision of which is intended to defraud creditors. In such a case it is true, the whole deed is a nullity, and even its honest provisions cannot be saved, ‘The statute, however, cuts down the whole as a punishment for the fraud ; and the courts give it a very liberal construction with a view to remove every obstacle in the way of redress to the injured party, There are similar statutes against usurious contracts and gaming contracts, which are construed in the same way.
Such statutes declare the instrument itself, not any particular provision contained in it, to be void and of effect. They are like the old act of
Let us pursue the argument a step farther. It is simply that a failure in one part of a will defeats the whole, and lets in the statute of descents. Those who think so are certainly to be admired for great boldness and originality of conception, and their happy escape from those legal maxims which have heretofore allowed something to human frailty. Formerly, though a man might commit a mistake in one part of his will, he had some reason to hope for the salvation of other parts. Suppose Mr. James had devised the 85- shares to one of his sons by a wrong name; the devise must have failed, but the mistake would not affect the devises of the 8£ shares, where all the devisees were correctly named. Suppose the trustees and executors had all been misnamed so that the trust term had failed, the devises or administration would not fail for want of form. If trustees were necessary, the chancellor might appoint them ; and the surrogate could appoint an administrator cum testamento annexo. When Mrs. James renounced the devise to her and took one third of the real estate, the general residuary devises were all impaired; }ret it has not been contended that such partial failure should destroy the will. Suppose
It is insisted that the trust term is utterly void, as being illegal in duration, illegal in its objects, and uncertain in the clause of limitation. I shall have occasion by and by to insist that it is valid and yet innocent. But if it were void, it would only change the mode of doing the business under the will. If every thing relating to the express trust be void, that certainly cannot stand in the way of the principal devises. What is an express trust? It is in substance but a power. It carries no beneficial interest to the trustees. The main object of the will is to pass the estate to the devisees. If there be a valid express trust in the way, let it expire; if there be none, the interest either passes afeonce to the devisees, or that which was meant for the trustees descends to the heirs at law, until the time comes when the devises are to take 'effect. If the trust be out of the way,
But with great deference I deny that any thing pertain*nS to trust term now in question is inalienable. I have no doubt, it may be retained for all the purposes ascribed to it in the decree, and yet not be in the least mischievous by way of perpetuity. If so, the question of perpetuity will be left entirely upon the devising clauses of the eight and a half shares ; and a glance at these will, I think, show that the testator has not, in this respect, exceeded his powers. After creating the trust term, he has directed that by the time it shall expire, tbe nett amount of his estate which is to be converted into real property, shall be divided into twelve shares. Eight and a half of these are disposed of specifically and in severalty among nine devisees ; and the remaining three and a half are to go according to the award of the trustees among all the various objects of his testamentary bounty. There are also several persons who are to take large but more definite portions of the estate. All are limited in nearly the same style of expression for lives or in fee upon contingencies, to be holden in severalty or in common according to'the different stages of remainder. The chancellor, in declaring the legal frame of the estates, has placed the trust term in the centre; whence each of the devises, or separate interest, radiates from life to life in its own line, till it either ends in a fee, or fails from the remoteness of the object and sinks into the residuum. Looking along these several radii, we shall see that none of the limitations can exceed two lives in being before they end in a fee, excepting those of the three and a half shares. As to the eight and a half shares, the main body of the estate, and the special object of this appeal, I cannot perceive that here are contingent limitations depending on more than one life in being, if we exclude the substituted remainders. It is proper to observe that each twelfth constitutes an estate by itself in the contingent devisee, which must terminate in a fee on his death. Each of the nine devisees has an estate in severalty dependent on his own life, and that only under this decree.
We now come to what is within the express trust. Let us take it that there is an express trust in the will for the payment of debts. They are a charge upon the estate; and are directed .to be paid out of rents and profits. I have no doubt it will be granted me that the creditors of this estate may all sell out, if they are not already paid off. Give them their money, and they will assign to you, or release their debts, and discharge the trust. They are not within the 63d section. Yet they are cestuis que trust, having an interest in a trust for raising and paying over rents and profits; a small interest; merely a collateral security. Their debts are safe without such a provision. The legacies, too are given entirely independent of rents and profits of land. They are, by the 4th section of the will, $3000 to the testator’s wife for the benefit of Mrs. Gourley’s children; by the 12th section, $1000 to John James; and by the 13th, $2500 to the orphan asylum. These are independent bequests and payable at all events. Will any one
Certain contingent provisions and advancements, of an extremely remote and improbable character, remain to be considered ; and the very circumstance that they are future and contingent takes them all out of the trust term. In this I understand both my learned brethren to agree with me. A more distinct attention to them will show that they cannot in any sense be brought to subserve the argument based on the ground of perpetuity. The power given by the 43d section of the will, to settle annuities for life on such persons as the trustees should pronounce unworthy to share in the devises, has not been supposed by any one to come within the express trust, as limited and defined by the
What yet remains to bar all access of this vast estate into the world of commerce t It is answered, that by the 29th and 30th clauses of the will, and the 21st section of the decree the trust is still reserved ,to provide for the testator’s minor children, if his-wife should die, and the widows and children of any of his sons, and the children of his daughters, who may die during the term, if the latter provisions should become necessary. Will, § 29, 30. Decree, § 21. These stand secured under the decree, by a charge on all the income of the trust property, real and personal. Decree, § 21. For the testator’s children, the will directs a provision during minority out of the rents and profits of the estate, for education and support, according to their several ages and exigencies.
But it is' objected that a power in trust suspends alienation. The law is clearly otherwise. Section 58 declares that no estate shall vest in the trustees; and section 107 declares it to be a lien or charge on the land, after being duly
But it is supposed that the trustees are so firmly fixed in their seats, that after all the interest of the legatees, annuitants and other expectants are bought out, and their rights released tó the general owners of the estate, the express trust is not yet ended ; that the trustees still retain all their legal rights, deeply rooted as ever, and flourishing to the end of
We were admonished at the close of the argument, that unless we so construe the 63d section as to prevent the alienation of all interest in rents and profits which may arise out of an express trust in any form and for any purpose, that branch of the section which takes away the power of assigning may be evaded; I certainly entertain no fear of such a consequence. People are sufficiently fond of tying up their property in the hands of their donees. There is no need to countenance them in this, either by statutory provisions or judicial construction. It is enough that they have power, in a particular form, to prevent alienation for two lives in being. Their fondness for doing that and even more is evinced in Loril lard’s case. This court certainly went far enough when they held that a man may arbitrarily, and without the reason which influenced the passage of the 55th section in its original form, withdraw all his land from market by a vested estate for two lives in being. If our large landed estates are to be locked up and secured at the pleasure of the owner, he ought to be holden with great strictness to the forms of the trust. If he depart from that form the grantee or donee should have the suspending power to alien. That such an extensive power exists at all to suspend alienation, is owing to mere inadvertence in legislation. It was the enlargement of the 55th section, without a corresponding alteration in the 63d section and ‘other collateral provisions. That was shown in the history of this branch of the statute as given by the present chief justice
I have not entered upon the inquiry whether 20 years and 10 days, the limitation of the trust term by the chancellor, be in contemplation of law, more than two lives in being; whether that be so or not is immaterial, if the term work no suspension of alienation. I have felt no doubt that the chancellor’s construction, upon the words of the clause limiting the duration of this term, is the sensible one, and that there is no such uncertainty as to render it void for that reason.
In conclusion, I have not been able to satisfy myself that the first remainders for life in the 8’- shares are vested ; nor, consequently, that the substituted remainders are valid. The trust term is valid, and the limitations of the 8i shares are valid as contingent remainders. Each remainder in fee must vest, if at all, during or at the termination of the single life in being of a person who is exactly named and described-On the death of such person previous to the contingency, the whole interest of that person fails as to the share which would otherwise vest in him, and the share descends in fee to the testator’s general heirs, and thus becomes alienable. If the person survive till the remainder in that share vests, there is a contingent remainder over in fee to his special heirs, which must also vest at the termination of the life of the first taker. Thus alienation is suspended but for a single life at the utmost. Looking at either event, the life or the death of the several devisees named, the estate of each must become alienable within the compass of his single life. That life began to run on the death of the testator. In the mean time, all the interests connected with the trust term remain mere incumbrances, extinguishable in various ways; at least there are none of them within the disability imposed by the 63d section of the statute. Any circumstances of suspense arising from infancy or temporary con
On the other hand, if the express trust be void as such, and the term for that reason, expunged, the same consequences must follow in another form. All the authority of the trustees would still be maintainable as trust powers, or in their character as executors or guardians. If the term be gone, then there is nothing left which can suspend alienation beyond the single life in each estate. That still begins to run at the death of the testator, and all the estates revolve in the same compass of time and contingency. If the term be gone, there is no legal estate immediately vested by the will. The life estate and the estate in fee which follows it are more properly executory devises; but the suspense of alienation is exactly the same, being measured out by a single life in' being. Such a devise is unquestionably valid. There never was need of a precedent estate to sustain an executory devise, and the statute, § 10, seems to have extended the same doctrine to a deed. The trustees may still perform the same office of awarding, and of conveying at the expiration of the time of 20 years and 10 days. The land, in the mean time» would formally descend to the heirs until the expiration of that time, for it has. now ceased to be a technical term ; but the whole is a subject of dealing in the market, except what hangs on the single life. If that falls in before the time expires, the share is gone to the general heirs, and so becomes alienable. If the life holds out, it takes its own vested estate, which at the death, goes over in remainder to the special heirs in fee.
The difference in the result is merely formal. If the term be void, the dpvises for life of the eight and a half shares to the nine devisees named are most clearly valid. If the term be maintained, as I feel satisfied it may and perform all its offices without a violation of the statute, the devises are also good in the form allowed by the decree.
A single remark is due to the imperfect and obscure manner in which I may have expressed some of the arguments by which I have attempted to sustain the decree. Although
I am for affirming the chancellor’s decree throughout.
An examination of those portions of the revised statutes which treat of real property, in connection with the notes of the revisers thereon, is calculated to convince even those who are unacquainted with their history, that they were designed to embrace all the rules of law which should thereafter govern and control the title, the possession, the alienation and inheritance of real estate. The preamble to this portion of the statutes, 1 R. S., 717, declares it to be “expedient that the several statutes of this state relative to the acquisition, the enjoyment and transmission of properly, both real and personal, the domestic relations and certain matters connected with private rights, should be consolidated and arranged in appropriate chapters, titles, and articles ; that the language thereof should be simplified ; and that omissions and other defects should be supplied and amended.” Previous to the revision, the legislature had commenced the important duty of endeavoring to extricate this branch of the law from confusion and uncertainty. One object of the legislature, so far as they
It is thus apparent, that the object and intention of the revisers and of the legislature were, to abolish the existing system, if system it might be called, to abrogate the uncertain and complex rules and precedents of the English courts and of the common law, in relation to real estate, and to embody in the revised statutes a new and entire system, comprising clear, definite, and certain rules, which should be applicable and conclusive in all cases likely to occur within the courts of this state. They intended also that these rules should harmonize with the spirit of the age, and with our civil institutions and policy. How far they have succeeded in these objects—to what extent they have rendered “ simple, uniform, and intelligible” that which before was “ various, complicated, and abstruse,” were we to be guided by the numerous commentaries which have been written and made upon the results of their labors, it would perplex the most ingenious mind and the maturest judgment to determine. But the position may be safely assumed, that no instrument, whether of conveyance or devise, which, compared with the revised statutes as the standard, cannot, by the legal and common sense rules of construction, be clearly' interpreted and legally sustained, can be regarded as a legitimate offspring; and that, in deciding upon the legal construction and validity of such instrument, it is no longer necessary or competent for any court of this state to depart from the rules of the statute, and recur for light to the labyrinths of black letter decisions and the wandering mazes of the common law. In considering, then, the present appeal, the will of the testator is
Is the trust term of the will valid ? Does it suspend the alienation of the testator’s real property in a mode prohibited or not authorized by the statute? By the 17th clause of the will, the trust term is directed to continue, and the estate is to vest in the trustees until the youngest of the testator’s" children and grand-children living at the date of his will, and attaining the age of 21 years, shall have attained that age. For that period, then, whatever might prove to be its duration, the estate, according to the intent of the testator, must be and remain inalienable. 1 R. S. 730, § 63, 65. There were thirteen children and grand-children of the testator under 21 years of age, the youngest of whom living at the date of the will, was one year old lacking ten days when the testator died. In considering and deciding this point, the chancellor, in
The chancellor declares in his opinion, p. 462, that “ the estate devised to the executors and trustees in this case, was a term of years in the testator’s real property of which he was seised at the time of his death, and in the real property into which he directed this personalty to be converted, for the term of twenty years and ten days; the youngest grandchild who was living at the date of the will, being one year old ten days after the death of the testator.” But its character, he supposes, may be changed by contingencies, and according to the manifest intention of the testator ; “ and,” (he says,) “ the trust estate will cease at the death of the last who shall die under age, after the survivors have all attained their majority. It is, therefore, not an estate for years determinable ore lives, or an absolute term ; but it is an estate for years ; for twenty years and ten days ; determinable sooner, if the minorities shall cease before the expiration of that time.” “If the minorities shall cease!” To what conclusion does this pit rase, this contingent proposition, lead the understanding ? How can we admit its obvious definition, and reject the conclusion, that this is a term, or an estate, dependent upon, or determinable on lives ? For how can the estate determine—how can “ minorities cease” sooner than the ultimate term of twenty years and ten days, but by the death of the minors? And is not the term prolonged or shortened by the “ continuance” or “ tet'mination” of their respective lives? In this case twelve lives may cease, and yet the ultimate term of suspended alienation be accomplished; for the youngest of the thirteen may reach the age. of twenty-one years, while all the others, after having arrived successively to years of maturity, and some of *
Can, then, a testator, according to the provisions and policy of the revised statutes, be permitted to suspend the alienation of an estate upon minorities ? Or, if upon minorities, upon those of more than two persons in being at the creation of the estate? Are not minorities, within the spirit, intent and meaning of the statute, when employed for the purpose of suspending alienation, synonymous with lives ? Treating of the directions for accumulation, the chancellor, p. 481, observes, “ Judging from the peculiar form of the clause in this will by which the trust term is devised, I am inclined to think the testator has acted upon the erroneous supposition that an accumulation of the rents and profits would be valid if one or more infants in being at the making of the will were to be benefited thereby, provided such accumulation was not continued beyond the minorities of all such infants, and without reference to the extent of the beneficial interests which such infants were to take in the accumulated fund. It is evident, however, that such could not have been the intention of the legislature. For if such a construction should be put upon the statute, the accumulation of an estate for twenty years could always be secured by selecting several infants upon whose minorities the trust term should be limited, and giving them mere nominal limited interests in the accumulated fund. The only way to prevent this, is to give that construction to the statute which, from the notes of the revisers, it is evident they intended should be given to the language employed to convey the meaning of the legislature.” How forcibly do these illustrations and arguments apply to the alienation of an estate suspended upon minorities ! and how strong are the analogies, furnished both by reason and the law,, between the two cases ; and singular it is, that they should have escaped the comprehensive and penetrating mind of the chancellor ! In the present case, was not the intention of the testator to prolong, by the same means, the inalienability of the estate, as apparent as that for the accumulation thereof? Was
The minority term, as it formerly existed, is abolished; and the views of the revisers, in reference to such a term, as is now attempted to be established, may be drawn, from analogy, by referring to those sections of the statute which relate to accumulations; where all directions for accumulation are made to terminate at the expiration of the minority of the person for whose benefit they are intended. 1 R. S. 726, § 37, 38. Id. 773, § 3. The rule established, and the objects supposed to have been attained, are thus stated by the revisers—Note to §14 to 22; “1. Aliena
My judgment, is, therefore, convinced, that the trust term in this case and the estates limited thereon are in violation of the statute, and consequently void ; and that the trust itself, being created for the primary purposes of accumulation, and rendering the estate inalienable, both of which have proved to be illegal, is in no respect, nor for any purpose, valid. Upon this head and the connected points of the case, I concur generally with the opinion of Justice Bronson submitted yesterday. I have, however, been of the impression that the annuities and legacies to persons other than the heirs at law, did not necessarily fall with the trust, but that they might be sustained as separate and distinct intents of the testator—although directed to be carried into effect through the agency of the trustees, in connection with the trust term and powers in trust, under the testator’s erroneous supposition that the trust he was creating was in all respects legal and valid. On a re-examination of this branch of the case, although some difficulties have presented themselves to my mind, that impression has not been materially changed. I have heard much, since I came into this court, of the doctrine of cy pres; and I cannot conceive of any case in which it. could, in my opinion, be so appropriately applied, as to the devise in this will to the children of Augustus James. It was clearly the intention of the testator, aside from all other dispositions of his property, that they should receive $50,000 out of the bulk of his estate; and what matters it, as regards every other interest, whether it comes from the personalties, the rents and profits, or is taken from the real property ? Where an intent is undoubted and legal, is it not the duty of the court to give it effect, where it can be done by legal means 1 And may not this be done by making this amount chargeable on the entire estate, payable by the executors or heirs
The two great questions presented in this case relate, first, to the validity of the trust term, and second, to the devise of the remainder of the estate, after the termination of the trust term. The disposition of these two questions will decide the cause; the other questions arising in it being mostly connected with and dependent on them.
In the examination of these questions, reference will be had almost exclusively to the revised statutes, as furnishing the rules of construction which should govern the case. On the subject of trusts, it is admitted that the statute furnishes the only guide, as all other trusts than those expressly authorized, are abolished. And on the subject of estates in land, it seems to require only a careful perusal of the second title of chapter one of the second part, and particularly of the first article of that title “of the creation and division of estates,” to be entirely satisfied that the legislature intended to cover the whole subject—by enumerating the different estates, defining and describing them with great care, introducing new rules and principles directly repugnant to many of those in the common law, and indirectly in conflict with the whole system of common law estates; abolishing executory devises and all other expectant estates not enumerated and defined; providing new regulations against perpetuities and accumulations; abolishing the rule in Shelly’s case, and changing the nature and destroying the distinctions between expectant estates, by declaring them all to be descendible, devisable and alienable. It is impossible to contemplate the immediate atid the remote consequences of these fundamental innovations, without perceiving that the legislature intended an entire substitute on the subject of estates for the previous system, as fully as in the case of trusts and powers. It is quite obvious, then, that we can derive but little aid from the common law writers and de
The trust' term being the first subject of inquiry, we must ascertain precisely what it is, before we can advance a single step in the case. On' this point I fully concur with the chancellor, that it is a term to continue ..until the youngest child or grand-child arrives at the age of twenty-one years, determinable sooner by their deaths. The language of the will “ until the youngest of my children and grandchildren, living at the date of the will, and attaining the age of twenty-one years, shall have attained that age,” clearly constitutes two conditions, viz. 1st, the living to attain twenty-one, of some one of the thirteen persons, and 2nd, that the person who shall so live, is to be the youngest of a class of thirteen persons attaining twenty-one, that is, he is not to be the youngest of the class, but is to be the youngest attaining twenty-one. These two contingencies must unite to terminate the estate, and the same contingencies must occur to vest the remainder after the trust term. In this latter view they become conditions precedent,-and all the authorities adduced on both sides in the elaborate arguments before us, concur in the rule that they must be strictly and fully performed. Having applied such a rule for one of the purposes of the case, it is impossible to depart from it, when considering the same expressions for any other purpose But it is scarcely necessary to resort to any strict or arbitrary rule in construing expressions so plain and unequivocal. They define the duration of the trust term, and nothing but ordinary common sense seems requisite to understand that that term must continue until the period provided for its termination ; that here the doctrine of cy pres, or any other equitable doctrine upon the construction of conditions subsequent, can have no application. While on the one
To this trust term with such a duration it is objected on the part of the heirs at law, that it suspends the power of alienation for more than two lives in being, of an absolute fee in possession, and is thus contrary to the existing statute. This point has strictly no relation to the powers of the trustees. They are dependent on the purposes for which the trust is created; if those purposes are legal, the trust must continue until they are accomplished, unless the testator has prescribed a shorter period ; and if the purposes of the trust are illegal or have become inoperative, then it cannot continue for one moment, notwithstanding any attempt by the testator to give it duration. The law has said that when the purposes of the trust have ceased, the trust itself shall cease. 1 R. S. 730, § 67. The purposes of the trust term, and whether the trustees have any powers under it; and what, and how and when they are to be éxercised, therefore, form a distinct subject of inquiry after another question shall have been disposed of. That question relates to the validity of the devise of the trust term, and the estate in remainder, considered as a whole or in its parts ; and the great objection is that already stated, that this devise suspends the power of alienation longer or fora different time than is allowed by the statute. It is contended on the part of the heirs at law, that a suspension of
With respect to the future estate, (the remainder,) without at present discussing minutely the question whether it is contingent, as that will presently be considered more at large, it seems for the present sufficient to observe what is conceded by the counsel on all sides, that the estate in remainder after the trust term is an alternative estate depending for its character and quantity upon the character of those who are to take it. If they are persons who were in being at the death of the testator, they take a life estate; if not in being, then they take a fee, and those who take a. life estate in any share, are to appoint the persons who are to take the fee, so that even if the life estates be deemed vested, the fee is not, and cannot be vested until the appointment is made, or the lands have descended in case of default in the appointment, or of there being no descendants to take under the will. It is very obvious then, that until afee has vested in some one under this will, an absolute fee cannot be conveyed. The proposition is, therefore, abundantly maintained that during the trust term no conveyance can be made, which will pass at once the present legal estate of the trustees, in possession, and also the remainder in absolute fee.
The result, then, of the two conclusions to which I have arrived, or rather their combination, is that the power of alienating an absolute fee in possession, is suspended until the youngest attaining twenty-one, out of thirteen minors,
But it is urged on the part of the trustees that the revised statutes do not intend to prescribe the lives of any two persons in being as the duration of the power of suspension, but that they mean some portion of time within the compass of two lives in being, or in other words, a portion of time which will not exceed the ordinary average of the lives of two persons; that previous to the revised statutes such a period of suspension was known to and recognized by the common law, and that it has not been superseded by those statutes. The first impression made by such a suggestion is rather startling to those who have been in the habit of considering the revised statutes as a work of great care and labor, evincing as well the skill, learning, and talent of those engaged in its preparation, as the wisdom and intelligence of the legistature, who spent so much time in maturing and adopting it. That a code of laws professing to give precise, positive, and plain rules, particularly on the subject of estates and interests in land, to reduce to certainty the vague and fluctuating decisions which had arisen at the common law, to simplify the law of real estate so that every intelligent citizen might understand it, and which on the subject of the power of suspending the alienation of real estate evinces so much care, caution, and precision ; that such a code should be so defective on that particular subject which of all others was calculated to arrest, and did arrest the greatest attention, as to have omitted any provision whatever, either affirmatively or negatively, re
Having come to the conclusion that our statute furnishes a plain and precise affirmative rule which is in its nature exclusive of all others, it might seem superfluous to pursue the other steps in the argument. But deeming it a subject of the greatest importance, and conceiving that there is one view, which has not been distinctly presented, respecting the supposed common law rule of suspension for a moderate period, I will devote a few moments to it. I think it has been satisfactorily shown, that the supposed rule in question was the embryo of that which ultimately settled down to the absolute period of twenty-one years and became merged in it, and that the rule fixing an absolute period having been abolished by us, it has necessarily ceased in all its stages of existence. Still it is to be remarked that late elementary writers in England, since the fixing of the absolute period of
Another view is presented by counsel which claims no- • tice. It is urged, that although the statute has prescribed lives as the measure of the period of suspension, yet it has also recognized minorities as such measure, and hence that this trust term may be supported. This view is founded upon the provisions of the 16th section of the second title, 1 R. S. 723, which is declared, by the preceding section, to be the single case in which any exception is to be allowed from the universality of the rule limiting the period of suspension to two lives in being. It is certainly very extraordinary that the exception should be pressed upon us as furnishing the rule, and not only so, but over riding and controlling the rule itself in other cases, for which it had expressly provided. Nor can any aid be derived from the 37th section which authorizes an accumulation of rents and profits during a minority. It is not pretended by any one, that there is any valid trust in this will for any such purpose. The chancellor has decided it to be utterly void, and from that part of the decree no appeal has been taken. To apply a provision which authorizes a trust for a special and defined purpose, to the support of trusts of a wholly different nature, or to convert such a provision into a rule for regulating the period of the suspension of the alienation of lands, so wholly foreign to its purpose, especially where that rule has already been distinctly furnished, would be a strange and unheard of perversion of the legislative will; and if these provisions cannot be brought directly to supersede a positive enactment, still more futile must be the attempt to
Nor is this a case for any equitable construction of the statute. The rule on that subject is as inflexible as it is just and wise. “ If the meaning of a statute is doubtful, the consequences are to be considered in the construction; but where the meaning is plain, no consequences can be regarded, for this would be assuming a legislative authority.” Bacon’s Abr. tit. statute I. 10. In a government where the functions of the different departments are distinctly marked, and where a strict adherence to the lines of demarcation is so absolutely essential to civil liberty, this fundamental maxim is of vital importance. A departure from it by the judicial department, in the usurpation of the powers of the legislature, will be sure to bring on legislative encroachments upon the functions of the judiciary, and to provoke contests and collision which must inevitably terminate in the injury of the weakest. If there be any one principle of our government that more than any other may be called conservative one—calculated and intended more than any other to preserve our institutions in their fullest vigor and purity, and to hand them down unimpaired to the latest posterity, it is that which demands a scrupulous adherence to the well defined limits of the authority given to the different departments. For one, I dare not violate it.' Where the legislature has spoken clearly and distinctly upon a subject within its constitutional limits, my judicial duty is to obey its voice, be the consequences what they may. A judge is the minister and servant of the law, not its master. In such a case, and this I believe to be clearly one of the description mentioned, I will not trust myself in the trackless ocean of equitable construction, where there are neither soundings nor compass, and which is environed with shoals and rocks. I will not, therefore, malee the effort to show what, I think, might be very easily demonstrated, that, in this case, there is no occasion for equitable construction; that the legisla
But another argument has been pressed upon our consideration, that by this will there are three remainders, one for life, in the seven children and the two grand-children named; another for life in any of their heirs, who, by the provisions of the will, are to be substituted for them in case of their death, in case the persons so substituted were living at the death of the testator ; and another in fee, in case any of the persons so substituted shall have been born after the testator’s death, and also where any of the seven children and two grand-children have descendants to whom the fee may be appointed ; and it is urged, that this remainder for life to the seven children and two grand-children is vested* Admitting for a moment the correctness of this view of the will, it is obvious that by it these remainders are thus made successive estates, to follow each other, in the order mentioned. Now, nothing can be more fatal to this will than such a view, for it then suspends the power of the alienation of the fee during three different life estates, and also during the trust term ; for, until the lives are all exhausted, the fee cannot vest, and of course cannot be conveyed ; and here, although one of the counsel who supported the will called them successive estates, yet another, who forsaw the consequence, very properly called them alternative estates, as they in truth are, the one set being substitutes for the other, in case of its not vesting. But considering them as alternative, it is yet urged that the first named, the life estate to the seven children and two grand-children, has vested, while it is expressly conceded, and indeed is too
Still another question returns, whether the first life estate given to the seven children and two grand-children, if it be vested, does not take effect in possession at once, if the precedent estate, the trust term fails? This has already been answered in substance. The testator has provided in his will, when it shall take effect in possession, viz. when the youngest of his children and grand-children, attaining tweniy-one, shall attain that age. It is not in the power of this or any other court to anticipate that period. Those only of the children and grand children who shall then be living, can go into possession of the shares allotted to them; and how can this court say, which of them will be living at that time ? But of what possible consequence would it be
The view already taken of the invalidity of the remainder created by this will, viewed as a whole, might be sufficient to excuse from a consideration of the special objection made to what are called the life estates to the seven children and two grand children, which objection is founded on section 20 of the same second title, and is, that the contingency on which they are limited to take effect, is not such that those remainders for life must vest in interest during the continuance of two lives in being at the creation of the remainder, or at the expiration of such lives. -.If that remainder be invalid, as I think it is, because it suspends the alienation of a fee in possession beyond the period prescribed by law, then it is not very important to inquire whether it be not also bad for another reason. But as there are some considera*
Thus far it will be perceived, that I have assumed that this remainder is contingent and not nested. A part of it only is claimed to be vested. It is conceded that the alternative estate in fee is contingent, because by the very terms of thewill.it is to vest in those who are to be born after the testator’s death, or in the appointees of the tenants for life among their descendants. "It cannot be questioned for a moment, that there was no person in being at the testator’s death, (which was the creation of the remainder,) who took an estate in fee. As to that, there can be no dispute that, it was contingent. What are called the substituted remainders for life, stand on the same footing; for
It has been correctly stated that there is but one remainder, which is to take its character, in regard to the quantity of the estate given by it, from the character of the persons
There is still another class of cases, supposed to be in conflict with the proposition that survivorship creates contingency. They are thus stated by Mr. Cruise in his Digest, tit. 16, Remainders, ch. 1. § 8, and I prefer to give them in his own words, because in the statement itself he furnishes the reason why they are vested: “Vested remainders,” says he, “ or remainders executed, are those by which a present interest passes to the party, though to be enjoyed in future ; and by which the estate is invariably fixed, to remain to a determinate person, after the particular estate is spent. As if A. be tenant for years, remainder to B. in fee; hereby B.’s remainder is vested, which nothing can defeat or set aside. So, where an estate is conveyed to A. for life,"remainder to B. in tail, remainder to C. in tail, with twenty other remainders over in tail, to persons in esse, all these remainders are vested.” ,In all these instances, it will be perceived that the remainder-men are in esse—are named ; they are thus determinate persons ascertained at the time of the limitation, and the estate is invariably fixed to them, that is, there can be no variation, no alteration between them and other persons. These illustrations of the principle are too plain to be mistaken. There are others that are not at first sight quite so plain; but a very little examination will show that they are on the same foundation. I again quote from the same title of Mr. Cruise, $ 40: “ There is a very material difference between that kind of uncertainty which makes a remainder contingent, and an uncertainty of another kind, namely, the uncertainty of a remainder’s ever taking effect in possession ; for wherever there is a particular estate, the determination of which does not depend on any uncertain event, and a remainder thereon is absolutely limited to a person in esse and ascertained, in that case, notwithstanding the nature and direction of the estate limited in remain
Although entertaining these views of the several parts of this remainder, that each of them in detail is contingent, yet I should do injustice to myself if I did not state that I deem it erroneous thus to view them in detail, as in my judgment they incontrovertibly constitute one whole remainder, being in themselves mere alternations, and to be regarded as a whole, and that the true question is, whether this whole remainder after the trust term is vested or contingent ? And it seems impossible to me to read the 37th and 39th clauses of this will in connection, without perceiving that the question, whether the remainder has vested in interest, can never be determined until the nature of the estate which is to vest be ascertained, and which cannot be done, until the period prescribed for the expiration of the trust term.
Before dismissing this point, it is proper to make a remark which could not well have been made before, without interrupting the course of the discussion. It is this: that by adopting the construction given by the chancellor to the 20th section and referring only to the taker of the remainder for life, without considering at all the time when the contingency is to happen, we shall in effect render the 20th section a mere repetition of the 15th. That section had already required remainders to vest within two lives in being, except in one single instance which has no relation to the present question. Now, the construction given by the chancellor to the 20th section makes it nothing more than this, for, according to that construction, a contingent remainder in fee limited on a term of years to the survivor of A. and B., would be good, if they were both living at the time of its creation. This idea was probably taken from the argument of one of the counsel before him, which has been circulated among the members of this court, in which it is said “ the rule therefore as declared in sections 15 and
I am inclined to think that the addition by the legislature of the words, “ at the creation of such remainder” after the words “ two lives in being,” in the 20th section, did not vary its construction, as the 15th section had already prohibited the suspense of the power of alienation, for more than two lives in being “ at the creation of the estate,” while I agree that the addition of these words was proper, to render the two provisions harmonious. But I cannot agree, that the addition of these words rendered the 21st section of no avail; for I can conceive a mode by which a contingent fee might be limited to a person not in being, and where the 21st section would apply to prevent a contingent life estate being so limited. Suppose a limitation to A. and B. for twenty years, if they should so long live, with a contingent remainder in fee to such son of B., as should be first born, during the lives of A. and B. Here the contingency would happen within two specified lives in being, and the 20th section would be complied with. But the 21st would prevent a limitation for life to the son of B., born during those lives ; and the reason is obvious, for upon that life estate a fee might be limited, and thus there might be a suspense of the power of alienation for three lives, to wit, A. and B. and the son of B. It was, therefore, in my judgment, expedient to retain the 21st section, as it would reach cases not provided for. But this distinction does not help the devise in this case to the descendants of
There is another objection to this devise of a life interest in the shares to be allotted to the seven children and two grand-children, at the expiration‘of the term, which arises from the state of the case. By the 15th clause of the decree it is declared, that if the several remainders for life limited to the seven children and two grand-children, shall vest in interest and possession at the expiration of the trust term, (that is, if any of the seven children and two grandchildren "shall receive conveyances from the trustees of any shares,) then the respective remainders limited thereon, (that is, on those life estates,) to the descendants or special heirs of the first remainder-man for life, are also valid, subject to the execution of the power of appointment, but that the power in trust given to the remainder-men to devise the ultimate remainder in fee, or otherwise, to any of their descendants who shall not be in existence at the time of the death of the remainder-man, is illegal and void ; and the decree also declares void the power to devise an estate other than a fee, except in the case of the death during minority of the first appointee. This part of the decree is not appealed from by any party, except William A. Barker, who has appealed from the whole, and he has no interest in it, and has no right to ask for its reversal. Indeed his counsel has abandoned all objections to the decree, except those which are enumerated in his points, or which are consequent to or dependant upon them; and if it were appealed from, the case probably would not be altered. Now, here are two very important qualifications of the devise of the testator, which this court cannot touch. The testator says, that the first remainder-men for life, if they take any shares,
I will now proceed to inquire if it is possible that a devise that is thus illegal and void, on the ground of violating the statute against perpetuities, in such essential particulars as have been stated in this case, can be maintained for any purpose % That an executory devise confessedly bad in part, on the ground of remoteness, is wholly bad; that it cannot be executed by fractions, and cannot be moulded by the courts into a legal form, seems to be a doctrine as well settled as any other in the books. In Ware v. Polhill, 11 Vesey, 257, a power of sale was held to be bad, because it might travel through a longer period of time than that al
An incidental question has been raised, or rather intimated, viz. whether if the trust term as limited by the will is held void, and the remainder in fee is also held void, so that the estate in fee has descended to the heirs at law, the seven children and two grand-children named in the will may not take a life estate in the shares directed to be allotted to them, either now, or at the period described for the vesting of those life estates ? In respect to which it may be remarked that it has already been shown, that they cannot take that estate now: to which, however, I would add the
Having now finished the examination of the questions relating to the estates created by this will, and having come to the conclusion that they are wholly void, it remains to consider whether the trust term can be maintained for any other period than that prescribed by the will. This inquiry becomes indispensable, because, although the term specified for its continuance, absolutely may be too remote, yet, if there are any valid purposes of an express trust, the trustees must hold the estate until those purposes are executed ; and to determine this, a minute examination of each of the supposed purposes of the trust is necessary. They may, however, be so classed as to shorten the examination.
First. There are a number of the duties devolved on the trustees, which if valid are clearly powers, and are not express trusts. Of this description are the directions in the 36th clause of the will to convey to the children of Augustus James, and to Anna M’Bride James and Lydia James certain land, and the direction by the 38th clause to pay to James King ten thousand dollars or convey to him land of equal value. The authority to sell lands for the purpose of investment and to invest their proceeds, is also, if valid, a mere power. But as the purpose for which such investments are to be made is accumulation and to furnish the means of fulfiling the devises of the will, and as these devises and the directions for accumulation are void, these powers are also void. Besides, not being enumerated among the powers authorized by law, they are void for that reason also.
Third. The direction to pay debts is not an express .trust, because no authority is given to “ sell lands” for that purpose, which is the only trust for that object permitted by the 1st subdivision of section 55, 1 R. S. 728. And in this case, the directions are to the contrary, to pay the debts out of the income of the property.
Fourth. There is another class of duties devolved on the trustees, which are undoubtedly legitimate objects of an express trust. In this class, are the directions to pay $3,000 for the benefit of Mrs. Gourlay’s children, and $1,000 to John James. As it is admitted on all hands, that the personal estate of the testator undisposed of, is the primary fund for the payment of these legacies, the trustees are to pay them as executors, out of the personal assets in their hands, and of course they take no estate in land for that purpose. In this same class may be included the directions in the 13th clause of the will to pay the orphan asylum an annuity of one hundred and fifty dollars until the trustees shall find it convenient to invest the sum of two thousand five hundred dollars, when they are directed to do so, and transfer the same to the asylum. From the evidence be
All the purposes which have been or could be claimed as objects of a legal trust, have now been examined, except the directions to pay the annuities to Catharine Tillman, Charlotte James and Susan Duffy, and those to the testator’s two sons, William and Henry. Waiving for the present the consideration of the latter, the annuities to the three first named persons constitute the fifth class of persons of the trust term. It may be remarked, in the first place, that nothing is more evident than that the testator did not intend that the trust term should continue for the mere purpose of paying these annuities ; for, in the 16th clause of his will, he has directed that at the final partition of his estate, (when the youngest of his children and grand-children attaining 21, shall attain that age) “ such of the said annuities as shall not then have ceased, shall be effectually secured to the respective legatees.” The trust to pay these annuities was therefore a mere incident to the main purpose of the trust term» and he did not create that term for the purpose of paying them ; but having created it for other purposes, he found it more convenient to direct, that during the time he intended its continuance, his trustees should pay the annuities also. To maintain the term for the sole purpose of paying them, would then, it seems to me, be a very evident violation of the testator’s intent. This is the most charitable conclusion respecting his intentions ; for if we suppose that these small annuities were inserted, merely for the purpose of keeping up a trust term which would otherwise be illegal, we should
But the question returns, whether the testator could himself provide any means for securing annuities ? I think the statute, in the 2d subdivision of the 55th section, which authorizes a trust to sell, mortgage or lease lands for the benefit of legatees, has conferred such power. Conceding that annuities are legacies, how can this provision be executed without violating the 15th section against perpetuities? While I have no doubt that this section, and all other provisions in this title, are subject to the prohibition of section 15, yet I agree that if there is any mode by which they can be reconciled and effect given to each, it should be adopted. Thus, it will be perceived, I partly concur in the views of the counsel for the trustees; the points of difference and the grounds of such difference will presently be seen. It has been assumed that “ leasing lands” necessarily implied the receiving of an annual or periodical rent. This may be, and probably is, the usual mode of leasing; but the expression is by no means confined to that mode. It is a mat
A few words more, however, on the point whether, if these three annuities are a charge on the whole real estate of the testator, they necessarily prevent the alienation of a fee in possession. This charge has been compared to a mortgage which the annuitants hold, and by virtue of which they could compel the sale of the property charged, to satisfy arrears. An ordinary mortgage does not suspend the power of alienation a moment, because the mortgagor and mortgagee, by uniting in a conveyance, may convey the absolute fee. But if, by the limitations of an estate, or the provisions of law, the mortgagee, in any given case, is disabled from assigning or releasing his interest during his life, then it is obvious an absolute fee in possession cannot be transferred during his life; it could not be absolute, it would be conditional, subject to the mortgage. And if there were three mortgagees for life, who were disabled from
One other point which has been made in reference to this part of the subject, remains to be considered. It is alleged that the first and second subdivisions of the 55th section of the article relating to trusts: which are, 1. To sell lands for the benefit of creditors, 2. To sell, mortgage, or lease lands for the benefit of legatees, or for the purpose of satisfying any charge thereon, are not subject to the provisions of the 15th section against suspending the power of alienation ; and two principal reasons are urged in support of this position. It is ' said, first, that the legislature never contemplated any suspension whatever under this subdivision. If this be correct these annuities for more than two lives, to be paid out of the rents and profits of the same lands, cannot be created under those subdivisions, for that such annuities suspend the power of alienation has already been abundantly shown. If the position then be correct, it amounts to this, that a trust cannot be created under those subdivisions for any thing but the payment of a sum in gross ; and as annuities are not of that description, there is an end of the question, and so far as this second subdivision is concerned, the annuities in this case must be declared illegal and wholly void. But I think they may be saved in the manner already suggested and in conformity with the very letter of the second subdivision of the 55th section and of the 15th section. The second reason is, assuming that annuities do produce suspension, yet as they are authorized by the second subdivision, and as that is not declared in express terms to be subject to the rules in the first article, as is the case in the third subdivision, the trusts created under it are exempt from the 15th section. I am unwilling to believe that the legislature, after having taken so much pains to reduce, limit, and prescribe the period, during which alienation of lands may be suspended, upon great reasons of a public, social, and political nature, should have expressly authorized such a suspension, for the sake of paying annui
It will be seen, that no attempt has been made to examine the validity of this trust to pay over annuities under the 3d subdivision of the 55th section, which authorizes a trust to receive rents and profits, and apply them to the use of any person. The reason is, that no attempt was made on the argument to sustain the trust under that clause ; but still it may be proper to state the grounds on which such an attempt must fail. First, a trust to apply to the use of, cannot well sustain one to pay over. Without, however, pressing this point, the second reason is conclusive. The trusts under this clause are made expressly subject to the fifteenth section which the trust in this case palpably violates, by producing a suspension of the power of alienation of an absolute fee in possession, as to the whole of the testator’s real property.
I. That the trust term' as created by the will, and the remainder after the expiration of that term, are void, because they are so limited as to produce a suspense of the power of alienation of an absolute fee in possession for more than two lives in being. 1. The trust term itself as created by the will may continue for more than two lives. 2. There are no valid'purposes of a legal trust to justify its continuance, and as a trust must cease when its purposes cease, § 67, this trust must terminate with the execution of a few duties already particularly specified. 3. That ■ the preceding limitation being void, the remainder on which it is limited, cannot be accelerated, and it cannot be permitted to take effect at.the period prescribed, because that would in itself produce the same suspension, as if the trust term were maintained.
II. The whole remainder is contingent, and the first alternative estate, that for life to the seven children and two grand-children, is also contingent; and the contingency on which it is limited to vest in interest not being such'that from its nature it must happen within two lives in being or at their expiration.it is void.
III. That the real estate of the testator has, therefore, descended to his heirs at law, and that his personal estate is also undisposed of by his will, because the devises of the land, into which it is directed to be converted are void, and that such estate is to be distributed to his widow and next of kin ; excepting, however, certain specific devises and bequests already mentioned.
IV. That the executors and trustees, after paying debts and charges, the specific legacies, gross sums before mentioned, and conveying land to Anna McBride James, and securing the payment of the legacy to the orphan asylum and to the three annuitants, have no farther right, estate, or interest in the real or personal property of the testator.
Next, upon the doctrine of a cy pres execution of the will, or of moulding it, so as to conform parts of it to the law, or abridge or extend those parts that are not conformable to the statute, I can only say, that so far as the doctrine is applicable to any essential part of the will, to the fata! part of it which produces suspension, I have nothing to add to what has been already said; and that as to the other parts of the will, it is in vain to make them good, while that radical vice exists.
Next, I consider the annuities to William James and Henry James necessarily merged, waived and abandoned, if they take, as heirs at law and next of kin to the testator full and equal shares in his real and personal estate. For the same reason, the directions to convey to Lydia James, daughter of the testators son Robert, productive property to the value of $20,000, have become inoperative, and are to be deemed waived, if she elects to take as heir at law of the testator, and receives a portion of his personal estate as next of kin. The directions to pay James King ten thousand dollars, or to convey to him land equal in value, appear to me to be a specific bequest, in consideration of the services to be performed by him. It is in no manner dependant upon the trust for its payment, nor is it depend-ant on .the devise to his daughter Mary Atm King ; and yet as the testator intended that the share of Mary Ann King should be diminished to the extent of the bequest to her father in the distribution of the testator’s estate, she should be charged with that amount.
The question respecting the validity of the devise to the children of Augustus James and Elizabeth his wife has been distinctly raised here, by the appeal of Lydia James by her guardian, and her counsel has submitted a point to that
The difference between the devise just treated of and that to Anna McBride James 'is this; that the last clause of that portion of the will designated as the 36th, which contains the devise in question to Anna McBride James, is independant of that to the children of Augustus James, and directs the trustees positively to “ set off and convey so much other productive real property belonging to my estate” as shall be worth $20,000. Here is no direction to purchase land with rents and profits ; on the contrary, the expression “ belonging to my estate” has reference to the testator’s property at the time the will takes effect. This, therefore, comes precisely within the definition given by the statute, of a special power in land, by which the owner of land empowers another to convey an estate to a single person. Nor is the time when this conveyance is to be made prescribed by the testator, and then the rule is that it is to be done immediately, this not being a legacy of money or chattels. ’ If I am correct in this view, then the directions in the 44th clause of the will, that “ every conveyance to be executed by the trustees at the expiration of the trust herein created, shall be to the grantee for life,” &c. are inapplicable to this devise, because it is- not one of them, which, by the terms of the will, was to be executed at the expiration of the trust term. And I come the more readily to this conclusion, because, if the conveyance is to be made for life with the powers of appointment, some off which are judicially made void, this devise may be in great danger of failing on account of these defects; and believing it to be my duty, as it is my disposition, to carry into effect every devise of this and every other will, which can be executed in a manner agreeable to law and to the testator’s inten
Those parts of the decree, which relate to the dower of the widow-—to the contract made by the testator with Augustus James for the sale of lots in Syracuse—to his succeeding the testator as a partner in the firm of Moses D. Burnett & Co.—have not been appealed from ; but as they are connected with the duties of the trustees, according to the form of the chancellor’s decree, and as those duties are materially varied by the results of this opinion, directions should be given for carrying those parts of the decree into effect, in a manner consistent with the principles of this opinion, should it be concurred in by the court. Directions also should be given for the conveyance to the heirs at law of such real property as may have been conveyed to the trustees, and for payment to the widow and next of kin, and to the guardians of such as are minors, of their distributive shares of the testator’s personal estate. I can perceive no principle, on which the shares of the minors can be directed to be brought into court, in this case more than any other where the deceased is intestate. The law makes adequate general provisions, in all such cases, for the security of the property of infants, through the care of a surrogate. Directions should also be given for the payment of the debts, charges of administration, the costs of suit and all the expenses of the trustees and for the taking and settling their accounts—and thus all the duties of the trustees having been prescribed, a general declaration may be made in the decree of this court, that they have no other estate, right or interest in or control over the real or personal property of the testator, than such as is specified in the decree. By so doing, the labor of examining the details of the chancellor’s decree and providing for them will be avoided, and all occasion for doubt as to the judgment of this court removed. The trustees claimed protection, under the decree of this court, for all acts done by them in good faith, and it was assented to at the bar, in behalf of all the parties. It is
There is still another part of the chancellor’s decree which requires notice, in consequence of the devises being declared void. By the revised statutes, I vol. p. 749, section 4, it is provided that “ whenever any real estate subject to a mortgage executed by a testator, shall descend to an heir or pass to a devisee, such heir or devisee shall satisfy such mortgage out of his own property without resorting to the executor or administrator of his ancestor, unless there be an express direction in the will that the mortgage shall be otherwise paid.” In the 15th clause of the will there is a direction to pay all the just debts of the testator. It seems to me, that is not the express direction required by the testator, or if it be, yet the direction is to pay out of rents and profits. Now there is no trust authorized by law to pay debts out of rents and profits, except that of leasing specific lands for the payment of any charges thereon. This the testator did not contemplate, because he provides for the payment of his debts, in common with the advances to his sons, and all other payments which are to be made by his trustees and in case of deficiency, the borrowing of money and the replacing of it by subsequent rents and profits. All this shows that he acted on the idea of a continuation of the trust term, during the period he had prescribed. The mode of payment contemplated by him cannot be pursued, and I think it will be safe to leave the payment of the mortgage debts to the general law of the land, to be made first out of the mortgaged premises and next by the heirs at law; and if the creditor choose to resort to his remedy against the personal estate, then the executors will have paid those debts in the course of administration. If the personal estate shall have been distributed, 'then the law gives adequate remedy against the next of kin who may have received it or any portion of it.
In closing this long and I fear tedious opinion, it is proper to observe, that many important and interesting points presented by counsel on the argument have not been ex
I am for such a modification of the chancellor’s decree as shall accord with the views presented in this opinion.
Whereupon, after advisement among the members of the court, the following decree was entered:
“ These several causes having been duly brought to a hearing, and counsel for the respective parties having been heard, áre. It is hereby declared, ordered, adjudged and DECREED:
“ I. That the directions in the will of the testator William James deceased, having in view the creation of a trust term to continue until the youngest of his children and grandchildren attaining the age of twenty-one years, shall have attained that age, suspend the power of alienation of an absolute fee in possession for more than two lives in being, ánd without reference to any designated life, or any two designated lives, and are therefore .illegal and void, and that so much of the decree of the court of chancery as declares or recognizes the validity .of the said trust term for twenty years and ten days, or for any other period, or for any purposes other than those herein declared, be and the same is hereby reversed.
“2. And it is hereby declared and adjudged, that the directions in the will of the testator, William James, to pay to .the society for the relief of orphan and destitute children in the city of Albany, ‘an annuity of one hundred and fifty dollars, or in lieu thereof to invest the principal sum of
“ 3. It is hereby further declared and adjudged, that the legacies of one thousand dollars to John James, and of three thousand dollars to Catharine James,, the widow of the testator, for the use of the children of Jeannette B. Gourlay, are valid and legal, and the executors of the said will are hereby directed immediately to pay over the said sums to the said John James and Catharine James, out of the personal estate of the testator in their hands, in case the same or either of them have not already been paid.
“ 4. It is hereby further declared and adjudged, that the annuities directed in and by the said will to be paid to Catharine Tillman, of one hundred and twenty-five dollars, to Charlotte James of one hundred dollars, and to Susan Duffy of two hundred dollars, are valid ; and the trustees and executors named in the said will, are hereby directed to lease distinct portions of the testator’s real estate, one portion for the life of each of the said annuitants who shall now be living, upon a ground rent equal to the annuity to be paid, and payable annually to the said annuitants respectively, with proper clauses of distress and re-entry for default of payment; the portions so to be leased to be selected by the said executors and trustees, and to be approved by the court of chancery as being adequate, upon a hearing of the said annuitants and the said trustees; or the said trustees shall if required by any of the said annuitants, purchase of the New-York Life Insurance and Trust Company an annuity equal to the sum so directed to be paid, or invest a sum in bonds and mortgages or public stocks, to be approved by such annuitant, which will produce a sum equal to the annuity ; and in such case the said executors and trustees are hereby directed to apply so much of the personal estate of the testator as may be necessary to purchase such annuity
“5. And, inasmuch as the whole principal of the testator’s real and personal estate, except as to certain charges, and also except as to such parts as are hereinafter mentioned and referred to, are hereinafter declared to be undevised and undisposed of by his will, and are hereinafter directed to be conveyed and distributed to his heirs at law and next of kin, or are declared to have descended to his heirs at law ; it is further declared, adjudged and decreed, that the directions in the -said will, to the said trustees, to make suitable provision for the education and support of the minor children of the testator, after the death of their mother, and the directions in the said will, for the support of any widow of any son of the testator, who shall die during the continuance of the trust in the said will described, and for the education and support of every child of such son, or of any daughter of the testator, and the directions in the said will for advances to the sons and grandsons of the testator, for the purchase of professional books, implements or the like, or for the purchase of real property with a view to speculation, or for the purpose of engaging in any honorable occupation requiring the employment of capital; and the directions in the said will, for advances to any daughter of the testator, or to his grand-daughters, Mary Ann King, Anna McBride James, or Lydia James, upon their marriages respectively, have severally become inoperative, and have ceased and are void.
“6. And it is hereby further declared, adjudged and decreed, that the directions in the said will, to pay to James King ten thousand dollars, or to convey to him land equal in value, at the election of the said trustees, is valid as a spe
“ 7. It is hereby' further declared, adjudged and decreed, that William James, and Henry James to whom annuities are directed to be paid by the said will, do elect within ninety days after the entry of this decree, in such manner as shall be approved by the court of chancery, whether they will renounce the said annuities and take as heirs at law and next of kin to the testator ; and upon their renouncing the said annuities, they shall severally be entitled to their respective portions of the real and personal estate of the testator, in the same manner and to the same extent as the other heirs at law and next of kin of the testator as hereinafter declared, they being respectively chargeable with the several sums heretofore paid to them respectively, on account of such annuities with interest thereon from the times of such payments and to be deducted from their distributive shares.
•• 9. And it is further ordered, adjudged and decreed that the portion of $50,000, bequeathed to the children of Augustus James and Elizabeth his present wife, by the 36th clause in the said will, is valid; and it is hereby declared that the present as well as future children of the said Augustus James and Elizabeth his wife, who shall be living at the expiration of the time specified in the S6th clause of the said will, take an estate in fee subject to the power of appointment as expressed in the will, and that so much of the decree of the chancellor as declares that the present children take a life estate, be hereby reversed; and the chancellor is hereby directed to set off from the rents and profits of the estate in the hands of the trustees, so much money as at five per cent., compound interest, will probably produce $50,000, for such child or children, at the time aforesaid, and that the same be secured as the chancellor shall direct, for the benefit of the said children, or such as may be living at the expiration of said time, subject to the power of appointment as expressed in said will, and if none be then living, then to be distributed according to law, to the heirs at law or next of kin to the testator.
“ 10. And it is further declared, adjudged and decreed, that the trustees and executors named in the said will, have no other authority, power or trust, in or over the real or personal estate of the testator, William James, than such as in this decree is specified; and that all and every part of the decree of the court of chancery, declaring or recognizing any authority, power or trust of the said trustees and executors, over, in, or upon the real or personal estate of the testator, other than such as in this decree is specified, is hereby reversed: but all the right, power and authority of the said Gideon Hawley, James King, and Augustus James, as executors, in and over the personal estate of the said tes
“ 11. And it is hereby further declared, adjudged and decreed-, that all acts done and performed by the said trustees and executors, in good faith, in relation to the real or personal estate of the said testator, or in leasing any lands of the testator, or in making purchases of land, or in contracting for the sale of any land belonging to the testator at the time of his death, or in authorizing such contracts, or in executing any deeds in fulfilment of said contracts, whether made by themselves or by any other person in pursuance of their authorily, are hereby confirmed, and declared valid and effectual; and the said heirs of law of said William James shall, under the direction of the court of chancery, execute all necessary conveyances in confirmation of agreements or deeds heretofore executed by said trustees, and all expenditures of money belonging to said estate, made by them in good faith, are hereby confirmed and allowed; and said trustees and executors shall not be liable for any such act or expenditure. And within ninety days after the entry of this decree, the said trustees and executors shall, by proper conveyances, to be approved by a master of the court of chancery, transfer and convey to the persons who were heirs at law of the said William James at the time of his death, or their heirs at law, in fee simple as tenants in common, all lands and real estate which have been conveyed to them in pursuance of any purchase or contract made by the said testator, subject to the dower of his widow; and shall also, in like manner, convey all land and real estate which have been purchased by said trustees, with the money, property or effects of the said testator, exonerated from all claim of dower of his widow, and shall assign to the said heirs, all leases, covenants and agreements, in relation to the real estate of the testator to which they as such trustees are parties ; and in such conveyances shall be inserted separate
“ 12. And it is further ordered, adjudged and decreed, that so much of the aforesaid decree of the chancellor as declares that the said Augustus James is entitled to a specific performance of the agreement with the testator to transfer to him the legal title to certain lots in the village of Syracuse, upon the payment of the sum of $1400, be affirmed ; and that upon the payment by the said Augustus James of the sum of $1400, to the heirs at law, that they then convey to. the said Augustus James, or his legal representatives, by suitable deeds, under the direction of the court of chancery the said lots; and the said executors shall also execute and perform the' directions in the said decree contained relating to their duties respecting the co-partnership of Augustus James as the successor of the testator with Moses D. Burnet; and all sums of money received by them pursuant to any of the directions aforesaid shall be accounted for and distributed as part of the personal estate of the testator.
“ 14. And it is further declared, adjudged and decreed, that the purposes for which the testator’s personal property is directed by his will to be converted into real estate are
“ 15. And it is further declared, adjudged and decreed, that the personal estate of the testator, after paying the charges herein directed to be paid, is the primary fund for the payment of the debts and funeral expenses, and the expenses of administration and the costs and charges herein mentioned, except such debts of the testator as were secured by mortgage of his real estate, which are to be satisfied and discharged by his heirs at law, the widow of the testator paying her just proportion; and so much of the decree of his honor the chancellor as directs any other mode of satisfying such mortgages, is hereby reversed.
“ 16. And it is further adjudged and decreed, that the directions in the decree of the court of chancery respecting the dower of Catharine James, widow of the testator, and the manner as ascertaining the same, be executed as therein directed ; that the said widow is entitled to elect between
“ 17. And it is further ordered, adjudged and decreed, that the taxable costs of all the parties in these suits in the court of chancery and in this court, be paid by the executors out of the personal estate of the testator, including the costs and expenses of ascertaining and providing for the payment of the widow’s dower and the costs of passing and settling the accounts of the said trustees and executors, and that in settling such accounts the said trustees and executors be allowed their necessary and reasonable disbursements in the discharge of their trust.
“ 18. And it is further ordered, adjudged and decreed, that the said executors and trustees proceed according to law to make distribution of the personal estate of the testator in their hands, and of the rents and profits of his real estate received by them, which shall remain after satisfying the legacies, providing for the annuities and specific devises herein directed to be paid and satisfied, and paying the costs, charges and expenses herein directed to be paid, including the annual allowance of five hundred dollars to Gideon Hawley, and that it be referred to such master of the court of chancery as has-been already designated by that court, or may be designated by it, to pass and state the accounts of the said executors and trustees with a view to such distribution, and that in making such distribution the said trustees and executors shall pay to the widow and
“ 19. And it is hereby further ordered, adjudged and decreed, that so much of the decree of the court of chancery as is repugnant to or inconsistent with this decree, and as gives directions on any subject with respect to which directions are herein given, be and the same is hereby reversed.
“20. And .it is further ordered, adjudged and decreed, that so much of the decree of the court of chancery as gives any directions in conformity with the principles of this decree or upon subjects with respect to which no specific directions are herein given, and which are in conformity with the principles of this decree, and particularly the directions respecting the allowance to be made to the testamentary guardian of such of the children of the testator as were minors at his decease, for advances heretofore made for their education and support, and the directions for the allowance of .a commission to Augustus James for the collection of rents and profits, and the allowance for a clerk to the trustees be and the same is hereby affirmed, except that the said allowance to Augustus James is to cease on the confirmation of the report of the master upon the accounts of the said trustees and executors, and except that the testamentary guardian of the said minor children may apply for the allowance for advances aforesaid, within six months after the entry of this decree, and that such advances shall be charged to the said minors respectively by the said executors, and deducted from their distributive shares. And the said trustees are hereby authorized to employ all necessary clerks to assist in the preparation of the accounts preparatory to and until the final settlement of said accounts, and that the annual allowance to Gideon Hawley, specified in said will, be continued during the same
“ And that the said executors and trustees in settling their accounts, preparatory, to a distribution of said estate, include all accounts relating both to the personal and real estate of the testator, and the rents and profits thereof.
“ 21. And it is further ordered and decreed, that the record and proceedings in the said several suits be remitted to the court of chancery, to the end that all necessary orders and proceedings be had, and made in that court to carry into effect this decree.”
