Lewis against Smith
CASES IN THE COURT OF APPEALS
ALBANY, APRIL, 1854
9 N.Y. 502
SEL. - VOL. V. 64
A devise of the testator‘s whole estate to his widow for life, with remainders over, is not a provision in lieu of dower, unless such intention be implied from other terms of the will; and the widow may take one-third of the estate as doweress and the residue as devisee.
A claim of dower in premises so devised is not barred by a foreclosure and sale under a mortgage executed by the husband alone during coverture, although the widow was made a party to the foreclosure suit, and the bill, which was taken as confessed against her, alleged, in pursuance of the 132d rule of the late court of chancery, that she claimed some interest in the premises “as subsequent purchaser or incumbrancer, or otherwise.”
A decree against defendants, made parties under such general allegation, bars rights and interests in the equity of redemption, but not those which are paramount to the title of both mortgagor and mortgagee.
A power of sale contained in a will authorizing executors to sell all the testator‘s “fast estate,” does not embrace lands which have been sold by contract by the testator, the purchase money being unpaid, and the title still remaining in him. The interest remaining in the vendor in such case is a right to the money due on the contract, which is not real but personal estate.
THIS action was commenced in July, 1849, for the recovery of dower in fifty acres of land, in Reading, Steuben county, which the plaintiff claimed as the widow of George Lewis, deceased. The answer set up the defences which were relied on at the trial.
The cause was first tried at the Steuben circuit, in February, 1850, before Mr. Justice JOHNSON, without a jury. Judgment was rendered for the defendant, which was reversed and a new trial ordered by the court at general term. (11 Barb., 152.)
The second trial was had in November, 1852, before the same justice. It appeared that the plaintiff was married to George Lewis in 1816, in Pennsylvania, and that he died in England, in September, 1830. The plaintiff proved a conveyance, executed by Jonathan Lawrence and others to Lewis in 1807, by which section number eighteen, in Watson‘s
The will was executed in England on the 28th of May, 1830, and the part material to this question is in these words:
“First, I leave my excellent wife, Drusilla Lewis, sole executrix; Samuel Corp, merchant, of New-York, William Elliott, of the city of Washington, my brother-in-law, late of the patent office of the city of Washington, and Jonathan Roberts, formerly senator in congress from the State of Pennsylvania, and Ithiel Town, of the city of New-York, but now on his travels; I leave to each of the above, for the trouble I may give him in executing the above commission, one hundred pounds sterling.
“I leave to my good wife Drusilla Lewis, formerly D. Howlett, the whole of my property both real and personal of every sort and kind: after the decease of my before mentioned wife, my effects both real and personal to be divided between the following persons, viz: William Elliott, in Washington, my brother-in-law, my wife‘s two nephews, Thomas L. Dewitt and George Lewis Dewitt, both minors, and are not to receive the preceding until they are of full age. To carry the above into full effect, I empower my executors to make sale of the fast estate and lodge the proceeds with the executrix, who is to enjoy the whole during her life, and then to be divided as before described, but it must be understood that there must be no division until the executrix finds it convenient, as the well ascertained debts must first be paid after the decease of my wife. The division must take place as tenants in common, not as joint tenants.” “It is to be understood that the persons designated to receive my property after the decease of my wife, Drusilla Lewis, that it is left to them, their heirs and assigns
forever.”
The plaintiff had not entered or commenced proceedings for dower so as to repudiate the provision in her favor, pursuant to
As to the alleged res adjudicata, the facts are as follows: Prior to the 6th of July, 1826, George Lewis had made executory contracts for the sale of various portions of the land conveyed to him by Lawrence and others, and among other parcels had contracted to sell to the defendant in this action the fifty acres out of which dower is claimed. On the day last mentioned Lewis mortgaged all his lands in Reading to the Manhattan Company, to secure an unliquidated indebtedness. The mortgage recited the contracts and conveyed the land and the moneys due him on the contracts by way of mortgage, and was in other respects in the usual form. On the 13th June, 1833, the Manhattan Company assigned the mortgage to James Pumpelly of Owego. In October, 1834, Pumpelly and the defendant in this action, and the other persons who, like him, held executory contracts for portions of the premises, filed a bill in chancery before the vice-chancellor of the sixth circuit against the plaintiff and William Elliott, who alone had acted as executors of the will of Lewis, and against Thomas and George L. Dewitt, the devisees under that will, for the foreclosure of the mortgage. The bill set out the several contracts of sale, the mortgage and assignment to Pumpelly, the death of Lewis, and his will, a liquidation of the debt to the Manhattan Company by Lewis in his lifetime, at $3000; the fact that the plaintiff and William Elliott were the sole acting executrix and executor and that the will was in their possession; and it then contained the following averment: “And your orator, James Pumpelly, further showeth unto your honor that he is informed and believes that the said Drusilla Lewis, William Elliott, Thomas L. Dewitt and George Lewis Dewitt have or claim to have
The judge held that the plaintiff was entitled to recover
J. M. Parker for the appellant.
I. George Lewis, by his will, made provision for the respondent in lieu of dower, which she elected to take. If this is so, respondent is barred by statute from recovering dower. (
II. The respondent is precluded, by the decree and sale in the chancery suit, from claiming dower in the mortgaged premises against a purchaser at the sale, or any one claiming
H. H. Burlock for the respondent.
I. The provision made for the plaintiff in the will of her late husband is no bar to her dower. There is no inconsistency between her dower and her rights under the will. (1 Roper‘s Husband and Wife, 582; 1 Bright‘s Husband and Wife, by Lockwood, 554, 555; Incledon v. Northcote, 3 Atkyns, 430; Birmingham v. Kirwan, 2 Sch. & Lef., 444, 452; Sanford v. Jackson, 10 Paige, 268, 9; Wood v. Wood, 5 id., 601; Fuller v. Yates, 8 id., 329; Bull v. Church, 5 Hill, 206; same case in error, 2 Denio, 430; Adsit v. Adsit, 2 John. Ch. R., 448, 451, 459; Leonard v. Steele, 4 Barb., 20; Clancy‘s Treatise, 230, 250.) The power given to the executors to sell the “fast estate,” does not give them any right to sell the plaintiff‘s dower right; the sale must be subject to all claims against the property, dower included. (Wood v. Wood, 5 Paige, 601; Fuller v. Yates, 8 id., 330; Bull v. Church, 5 Hill, 206; same case in error, 2 Denio, 430; Adsit v. Adsit, 2 John. Ch. R., 448, 451, 459; Ellis v. Lewis, 3 Hare, 310; Harrison v. Harrison, 1 Keen, 768; Thompson v. McGaw, 1 Metc., 66; Higginbottom v. Cornwell, 8 Grattan, 83.)
II. The decree in the foreclosure suit, the sale by the master, and the deed given by him to the purchaser at the
DENIO, J. The real estate, out of which dower is claimed in this case, was not embraced in the power of sale conferred upon the executors. The land had been sold by the testator in his lifetime, and his interest at the time of his death was the right to the money due upon the contracts, and was personal estate. The authority to sell the “fast estate” contained in the will has, therefore, no operation upon the premises out of which dower is now claimed. But if the premises had been included in the power of sale, it would not, according to the authorities, have been a provision in lieu of dower, notwithstanding that by the will
The devise to the plaintiff, for life, of all the testator‘s real and personal property, would seem, on a superficial view, to be inconsistent with the right of dower; and it would be clearly so if she was dowable only of the lands of which her husband died seized, after all liens and incumbrances thereon had been satisfied. But as her interest as doweress extends to all the lands of which he was seized during coverture, and is not subject to his debts nor to any liens which he may have created without her joining in them, it is obvious that such a provision would, in many cases, be quite illusory as a compensation for dower. In this case the husband had sold by executory contracts a large portion of the land which he owned in this state, and the broad gift of all his real and personal estate to his wife for life would, as to these lands, only give her the balance of the purchase money due on the contracts, which, for anything which appears, may be less than the value of her dower. The courts, however, do not inquire whether the testamentary provision is adequate, or reasonably proportionate to the value of the dower, for the widow has a right to receive or reject it at her pleasure. Where there is no direct expression of intention that the provision shall be in lieu of dower, the question always is, whether the will contains any provision inconsistent with the assertion of a right to demand a third of the lands, to be set out by
It is conceded by the defendant‘s counsel that a foreclosure suit is not an appropriate proceeding in which to litigate the rights of a party claiming title to the mortgaged premises in hostility to the mortgagor. This court has recently determined that where a party setting up such a claim is made a defendant in a bill to foreclose a mortgage, the decree will be held erroneous, and will be reversed, though made after a hearing upon pleadings and proofs. (Corning v. Smith, 2 Seld., 82.) But all claimants whose title is derived from the mortgagor subsequent to the mortgage are not only proper but necessary parties. It follows that a party claiming dower by a title paramount to the mortgage, cannot be brought into court in such a suit to contest the validity of her dower; but if she signed the mortgage, or if it was executed prior to the marriage, she must, like any other party having a claim upon the equity of redemption, be made a party to the bill of foreclosure. The plaintiff was married to the mortgagor long before the execution of the mortgage, and she did not join in it. But it is argued that the owner of the mortgage had a right to allege that her title was not paramount, but subject to the mortgage, that she was married after it was executed, or signed and acknowledged it, or the like; that the bill which was filed against her, properly construed, in connection with the rule of the court on the subject of foreclosure bills, does so allege in effect; and as she has suffered it to be taken as confessed, the decree and the sale under it has extinguished her title. It is argued that inasmuch as the rule forbids the complainant to set out the rights and interests of the defendants who hold under the mortgagor subsequent to the mortgage, and prescribes the general form of averment, in respect to all such parties, which is contained in this bill, it should be taken to embrace everything which it would have been necessary to allege in such a bill prior to the rule, and that thus the plaintiff in
The judgment of the supreme court should be affirmed.
The next question which arises is, whether the decree in the foreclosure suit is such an adjudication, as to the plaintiff‘s right of dower, as to bar her from claiming it in this suit. It will be observed that the bill of complaint in the foreclosure suit made no allusion to the claim of dower. It stated the substance of the will of the mortgagor, and then alleged generally that the plaintiff and the other devisees in the will had, or claimed to have, some interest in the mortgaged premises as subsequent purchasers or incumbrancers, or otherwise. In the case of The Eagle Fire Co. v. Lent (6 Paige, 635), it is said that the mortgagee has no right to make one who claims adversely to the title of the mortgagor and prior to his mortgage, a party defendant in a foreclosure suit, for the purpose of trying the validity of his adverse claim of title. And the person who filed the bill in the suit brought for the foreclosure of the mortgage executed by the testator, acting in the spirit of this rule, whether intentionally or not, has omitted to allege that any claim of dower was set up by the present plaintiff, or that any such claim had been barred by her non-election of dower. The plaintiff, however, was made a party to that suit for all the purposes for which she could be, and that was to cut off her claim to the equity of redemption as one of the devisees of the testator, and to that extent she is barred. But it is said that even if she was not made a party to the foreclosure suit in such a way as to cut off her claim of dower by virtue of the general allegation that she and the other devisees claimed as subsequent purchasers or incumbrancers, yet she was made such party, by virtue of the allegation that she claimed in those capacities or otherwise. This is an allegation which was made under one of the existing rules
I think that the judgment should be affirmed.
The whole court concurring,
Judgment affirmed.
