Sussex Trust Co. v. Polite, 12 Del. Ch. 37

12 Del. Ch. 37 | New York Court of Chancery | 1918

The Chancellor.

The legal position taken by the solicitor for the demurring defendant, the life tenant mentioned in the fifth item of the will, is ¿that the question as to the title to the after-acquired land depends upon the testamentary intention, and urges that if the testator intended the land acquired by him to become a part of the tract devised, then it passed under item fifth. He urges in his brief that this testamentary intention is to be determined by evidence dehors the will, such as the dealing of the testator with the land after its acquisition, evidence as to whether he used the land as a part of the same tract which he devised under item fifth, and his statements concerning it; and inasmuch as this involves the determination of the legal title to land, the question must be tried in a court of law and the Court of Chancery is without jurisdiction.

The authorities cited for the demurrant do not sustain the position, for they were all cases where one devisee filed a bill against another for a construction of the will, and in none of them was an executor or administrator a complainant seeking instructions for the performance of duties imposed by the will.

Of course, a devisee claiming a mere legal estate cannot come into' equity for the sole purpose of obtaining a construction of the will. 3 Pomeroy on Equity Jurisprudence, § 1155; Bowers v. Smith, 10 Paige (N. Y.) 193; Frank v. Frank, 88 Ark. 1, 113 S. W. 640, 19 L. R. A. (N. S.) 176,129 Am. St. Rep. 73, with exhaustive notes. When, however, a court of equity is asked by an executor or trustee to give instructions respecting the correct administration of power conferred by will, it will as an incident to the trust construe the will. Chipman v. Montgomery, 63 N. Y. 221, 230. The Court of Chancery in this State has frequently construed wills in order to instruct an executor or trustee as to the proper discharge of his duties, and in some cases the disposition of real estate of the decedent, or of the proceeds of the sale thereof, was involved. In such cases the jurisdiction was not questioned.

A direction to an executor to sell real estate of the decedent imposes on the executor such a trust duty as entitles .him to instructions of a court of equity as to the performance of his duties. In the case of Mellen v. Mellen, 139 N. Y. 210, 34 N. E. 925, a power of sale given to an executor, which was not a direction to sell, was held to give a court with equity power and jurisdiction to instruct the executor on his application, though it did not justify the invocation of the powers of the court by a devisee of the land. This distinction is sound. Therefore, if an executor with a power to sell land may be instructed, an executor who has been directed to sell land and divide the proceeds may be instructed. True, in this case there is no dispute or uncertainty as to the persons entitled to have the proceeds of the. sale, or the shares they are to receive. But the executor does by the allegations of the bill need instructions as to what land is to be sold by him pursuant to the direction of the will. This establishes the jurisdiction according to the allegations of the bill.

It quite sufficiently appears from the argument of counsel for the demurring defendant that there are, or may be, facts which have an important bearing on the testamentary intention as to the identity of the land described in item fifth of the will, some of which facts he suggested. These may be proved as well in. the Court of Chancery as in any other court, and in a case where all the persons interested are parties. This is particularly true in the case before this court, because the devisee and all the persons entitled to portions of the residuary estate which would include the proceeds of the sale of land of the decedent are brought in as parties. In such a controversy between the devisee and residuary legatees the trustee does not take sides, and is only interested in bringing in the parties and following the instructions of the Court after it has decided to what land the direction to sell applies.

It was urged by the solicitor for the complainant that the Court has jurisdiction because the direction to sell works an equitable conversion of the land into personalty, and admittedly the Court has jurisdiction to instruct an executor as to legacies as gifts of personal property. This may be a correct position, but it is not necessary to so decide in order to sustain the jurisdiction of the Court of the subject-matter raised by the bill. Indeed, in no other way can the question of testamentary intention be ode-. quately determined, than in and by such a bill as that filed by the executor. The persons really interested are the residuary legatees, who have not the legal title to any land of the testator, and are entitled only to the proceeds 'of the sale thereof. They cannot by action at law test the title to the land mentioned in item fifth. It is also more than doubtful if the legal title thereto is in the executor, who was not in terms a devisee of the land, but was given a power or direction to sell it for the purpose of division. Lockwood v. Stradley, 1 Del. Ch. 298, 306, 12 Am. Dec. 97.

Inasmuch, then, as the executor is the complainant seeking to establish the identity of the land to be sold in order to sell it as directed by the will, and in order to perform safely and correctly such duties, needs instructions of the court to be given after it has heard all the persons interested, this court has the right and duty to grant it the relief.

The demurrer will be overruled.

Note. For opinion after final hearing see post p. 64.