7 Barb. 226 | N.Y. Sup. Ct. | 1849
Although there is no express devise to the executors, in the will, yet I entertain no doubt that a trust is created by it.
1. As to the devise of $25,000 for the use of testator’s wife. The executors are to set it apart, and keep it invested for her use, and to pay her the interest durante viduitate, with a devise over in case of her death or marriage. In one event it is to go into and form part of the residuum. The legal estate in this sum must necessarily be vested in the executors, while the absolute ownership is thus suspended, and if in them, must be held by them as trustees, for the purposes of the will.
2. As to the devise of $4000 for Francis Youett. The executors are to invest it—in their own names of course—and pay the interest to him for life, with a disposition over. Until his death,
3. The education and support of minor children. This is to be paid for out of the income of his estate, real or personal, until the purpose required is answered, and necessarily involves an ownership in the executors; for it gives them an absolute disposition of the rents, issues and profits, until a certain period, and by virtue of the devise they are entitled to the actual possession and the receipt of such rents and profits. (1 R. S. 727, § 47.)
4. The devise of $10,000 for Cecile Tonnele. The principal is to be invested, the income paid her during life, with a disposition over of" the principal on her death: in one event it may go into the residuum. Here also is a trust, necessarily, with the legal estate, vested in the executors.
5. The devise of the whole personalty. It is to be invested by the executors in their names as such, but for the use and benefit of his children, in the purchase of real estate, or in certain specified securities, for the purposes of the will. Thus the executors become seised of the legal estate in the whole personalty, in trust for the purposes of the will. There is no devise of the income of the personalty, except as before mentioned, for the education and support of minor children, and to pay over the income of part to Mrs. Salles, Mr. Youett and Mrs. Tonnele; but there is a devise to the executors, of something more than a mere power to sue; they are to convert a part from personalty into realty, and finally the whole into personalty, and to make partition, and on such partition to invest each child’s share in their names as trustees, and pay the income during their lives, and the principal as directed, on their deaths. So that the executors become seised of the legal estate, not only from the necessity of the case, ‘ but because they are for a period to receive the rents, issues and profits.
6. The disposition of the personalty. To each of his five daughters, $50,000 at the times specified; such times, in a degree depending on a contingency, and the exercise of a discretion in the executors, and the ultimate payment of the principal
7. The disposition of the residuum. As soon as practicable after the youngest child becomes twenty-five, in case of the widow’s death, the executors are to make equal partition. On such partition, a trust is created in the executors; for they are expressly directed to invest each one’s share of the residuum, in their names as trustees for the children respectively, the income to be paid to the children during their lives, with a disposition over on their deaths. So that it seems to me that every step in the execution of the will, from its first being admitted to probate until the death of the testator’s widow and all his children, involves of necessity the existence of a trust in the executors in some form or other, and to some extent.
If there is a trust, the question occurs, is it a valid one? Neither the absolute power of alienation of lands, nor the absolute ownership of personal property, can be suspended by any limitation or condition whatever, for a longer period than during the continuance of two lives in being at the creation of the estate, or which is the same thing in this case, at the death of the testator. (1 R. S. 723, § 15. Id. 773, § 1.) By tracing the various devises of this will, through the several steps which they may' take in their progress to a final and absolute ownership, it will very readily be discovered whether any portion of the estate may be suspended for more than two lives in being at the testator’s death.
1. As to the devise of §25,000 to the widow. In the first instance, the income is given to her during her life, or widowhood, with the power during widowhood, of devising the principal sum to her children or grandchildren. But in case of her death or remarriage, it shall revert to and be a part of his personal estate.
Thus, until this sum shall again flow into the general resere voir of the personal estate, one life estate in it is created. Whether, after it shall have again thus mingled with the resi
2. As to the devise of $10,000 to Mrs. Tonnelle. This also may, in case she die, surviving her two children, and without a will, flow into and form part of the residuum, but in the mean time, there has been one life estate—hers, namely—carved out of it. Whether any more than that one, will also be presently considered.
3. As to the $250,000 devised to the five daughters. The whole of this may, in case of the death of all the daughters without issue, remain in and form part of the residuum, and so may each separate bequest of $50,000 given to each, but not until each sum of $50,000 shall have been first subjected to at least one, and as we shall by-and-by see, to perhaps more than one life estate.
4. As to the devise of $75,000 to the son. This is given absolutely to the son, and is subject to no devise over in case of his death. No life estate whatever is carved out of it, the absolute ownership being given to him in the first instance.
5. As to the real estate. When the youngest child shall attain the age of 25, it is to be converted into personalty, and flow into the residuum.
6. As to the residuum. Thus all the estate, real and personal, of the testator, except the devises to his son, to Mr. Youett, to his relatives in France, and to the two charitable societies named in the will, must or may flow into and form part of the residuum. Is such residuum so devised that several successive estates for life may be carved out of it 1 It is to be divided into six parts, and each part is to be invested by the executors in their names, as trustees for the several children of the testator; the income and profits of the several parts are to be paid to each child during life, and on the death of any child without issue, its portion is to be equally divided among the testator’s surviving children, and the issue of such as may have died.
It seems to me that it was the intention of the testator to maKe a final disposition on the death of a child without issue j for he directs in the first instance that the allotment shall be for
I agree with the chancellor, for reasons already stated, in holding that the executors are seised of the legal estate as trustees, for the purposes of the will, and during the continuance of the trust, the estate which they hold is inalienable by them. (1 R. S. 730, § 65.) But is the beneficial interest of the cestui que trust so 1 Not unless the trust is for the receipt of the rents and profits of lands. (1 R. S. 730, § 63.) Now in Vail v. Vail, (4 Paige, 328,) the chancellor clearly holds that the trust is for that purpose ; not for the purpose of selling merely, for in regard to that it was merely a devise of a power in trust; but for the purpose of receiving the rents and profits of the lands, and holding the surplus, after paying expenses of support and education, as a resulting trust for the heirs, and of receiving the income of the personalty in trust for accumulation. The estate is therefore inalienable, either by the trustees or the cestuis que trust, at least until the youngest child shall attain the age of 21, when the provision for support and education is to cease.
It appears from the pleadings, that at the death of the testator, four of the children were minors, so that this trust would not terminate until the expiration of four minorities. In the James’ will case, (16 Wend. 61,) it was held that the limitation of an estate by the minorities of the persons named, is equivalent to the creation of an estate dependant on the lives of such persons, and that doctrine has been carried out in the later cases
It is, however, contended that the trust is a separate one for each minor, and terminates as to each, as each attains the age of 21, or marries, and that as to each share, the limitation is consequently for only one life in being, or only one minority. This argument, however, overlooks two important and controlling considerations. One is, that there is no division or separation of any of the testator’s estate, among or in respect to the children, until each shall attain the ages of 21 and 25, and no final partition until the youngest shall attain the age of 25, and that the income out of which t.he minors are to be supported and educated, is the income of the whole estate, real and personal. It is, however, further contended, that such a trust being illegal, can not be raised by implication: that there being no express devise to the executors of the estate, either real or personal, or of its income, rents and profits, they can become seised of the legal estate or absolute ownership only by implication, which will not be done, when the effect merely is to destroy the very estate which is thus raised up. It is true that the courts will not imply or presume that a testator intended what was unlawful; (3 Burr. 1634; Best on Pres. 67, § 56;
It is, however, insisted for the infant defendants that the appropriation for support and education is, at the option of the executors, out of either real or personal estate, and that it might be taken from the latter; in which case no trust would be necessary in either the real or personal estate. The difficulty here, however, is that the court of chancery in 4 Paige, 328, has already decided under this will that it was the intention of the testator to accumulate the income of his personal estate. For such accumulation a trust was necessary. (Kane v. Gott, 24 Wend. 663.) So that as to the real estate a trust was necessary to enable the executors to receive and expend the rents and profits, and as to the personal estate, it was necessary to effectuate the intention to accumulate. Such is the effect of the decision of that court on the will in question, and I do not feel myself at liberty to disturb it. Affirming it, as I feel bound to do, the parties may be left to their remedy by appealing from my decision, and thus secure a review of the principle of that of the court of chancery.
There is, however, another view of the case, which appears to me to be quite important and controlling in its influence. It is quite apparent that it was the intention of the testator to have all his estate converted into personal property before its final distribution among his children; for except the provision as to the last payments of $25,000 to his daughters, .in respect to which there may be an investment in real estate, if either of the daughters shall require it, every portion of his estate going to them, either in the first instance, or on the ultimate distribution, is to go to and be received by them as personal property. The
Now it seems to me, that regarding this estate as personal, there are two difficulties in the way. 1. It is all inalienable, by reason of the contingent remainders. The first takers in all instances take for life only, and the remainders go over either to the issue of the tenant for life, or to the other tenants for life, contingent on the first takers dying with or without issue. To support these remainders a trust is necessarily created in the executors. 2. It has already been held by the court of chancery, in Vail v. Vail, (4 Paige, 328,) that it was the intention of the will that this trust was also created for the purpose of accumulating the income until the time appointed for the ultimate division among the testator’s children, and that such devise for accumulation was void as contravening the statute.
Whatever may be the conclusion as to whether any portion of the estate is inalienable for more than two lives in being at the death of the testator, it has been already decided that one great purpose of the trust, namely, that of accumulation, has failed; and the inquiry remains, whether the trust will be sustained to support the contingent remainders, when its chief and primary purpose has failed. In the earlier cases of Hawley v.
I have already had occasion to remark, that on the principles
In regard to some of the bequests, it seems to me that the power of alienation is, or rather may be suspended for an illegal period. Thus, in the five bequests of $50,000 each, to the daughters, each takes for life only. If either of them should die before attaining the ages of twenty-one or twenty-five, leaving issue, such issue might take for life only; for the provision of the will is, that in case either of the children die, leaving no lawful issue living at the time the payments are to be made, the amount is to form part of the residuum, and when it gets into the residuum, it may still be held for life only, for the first taker of the residuum takes for life only, and none of the daughters take of the residuum otherwise than for life, except where they take as contingent remaindermen. The whole of these sums
A question yet remains to be considered; and that is how far the decree in the suit of Tail v. Tail is a bar to the relief sought in this suit. The point is not raised by thé pleadings, but being presented in behalf of the infant defendants who by their guardians ad litem have put in a general answer, it can not be overlooked. I have not before nie the bill of complaint filed in that suit, and have not therefore any rneans of ascertaining with certainty the character of the relief therein sought: The report of the case in 4 Paige states that the bill was filed to obtain the decision of the court as to the construction of cérlain parts of the will, and that by it, it was claimed that each of thé chil
In this case I have no means, as I have already remarked, of determining that the subject matter of the former suit and of this are the same, but on the other hand, so far as I can gather from the papers before me, the subject matter of the former suit, it related only to the rents, profits and income of the estate until the final distribution of the estate itself; whereas the suit now under consideration relates wholly to such final distribution, and in no respect affects such intermediate income; and the parties are clearly not the same, for none of the remaindermen, (although some were then in esse,) were parties to that suit, while they are all parties to this, and it was not competent for the court in that suit to pronounce upon the rights of such remaindermen, while here it is competent to do so. To allow that suit to be a bar to this would be to give here to the decree in it an authority and binding influence over those who were not parties to it, and were not bound by it, in any other form. It was insisted on the argument, that the contingent remaindermen would be bound by a decree in the suit where the owners of the particular estate were parties, and therefore they were not ne
The result of this examination being that the ultimate disposition in the will is void, and that as to the residuum of his estate, the testator died intestate, a question remains as to the rights of his wife and her second husband, M. Morin.
The second marriage was made in France, where M. Morin was domiciled, and where Madame Morin died, so that his rights in the matter are to be determined by the laws of France. My imperfect knowledge of those laws, and the hazard that I necessarily incur of falling into some error in regard to them, cause me to approach the decision of this point with much diffidence, and to regret that those laws, so far as they affect this question, had not been fully proved before me. As I understand the French law, marriage does not alter the rights of the parties to any property they respectively owned before marriage; the property of each continues his or her own separate property, independent of any control by the other. The rights of the parties may be, and in this case were, defined and regulated by contract between them before marriage. There are two principles, either of which may be adopted in such a contract. 1. Communanté, or community of goods. 2. Regime dotal, or dotal system. The parties may declare in general terms that
The community embraces 1. All the personal property which the parties owned on the day of the celebration of the marriage, together with all the personal property that may come to them during.marriage, by descent,'or even by donation, if the donor has not expressed himself to the contrary. 2. All income, interest, and arrears accruing during marriage. 3. All real property acquired during marriage. (Code Nap. 1400.) Real property owned by the parties before marriage, or coming to them during its continuance, by descent, does not enter into the community. (Code Nap. 1404.)
The dotal system has a different effect, and aims at keeping separate the respective rights of the parties to such property as they owned before marriage, and especially to secure to the wife the exclusive control and enjoyment of her estate, principal and income, unless surrendered to the husband by express stipulation. The parties having agreed, to contract marriage under the dotal system, must declare such intention in a specific clause of the contract. A mere declaration that the wife settles upon herself certain property, or that the parties marry without community, is not enough. (Code Nap. 1391, 1392.) Besides making the specific declaration, she must constitute her dowry; that is, enumerate the parcels of property of which it is to be composed. (Code Nap. 1541.) The dowry is the property which the wife brings to her husband in support of the expenses of the'marriage. (Code Nap. 1540.) The settlement of the dowry—constitution de la dot—may embrace all the present and future property of the wife, or all her present property only, or part of her present and future property, or even an individual article. The settlement, in general terms, of all the wife’s property, does not comprehend future property. (Code Nap. 1542.)
Hence it would seem that, without a specific contract, marriage does not, under the French law, abridge or alter the rights of the wife to any property she owned previous to the marriage, or which subsequently falls to her: that a marriage contracted under the principle of community, places the parties substantially on the same footing as at common law; that under the dotal system, the wife’s property remains entirely her own, unless she has specifically in the marriage contract constituted it her dowry, or made it dotal; that where she has constituted no dowry, her property remains paraphernal, or entirely her own, the husband having no farther interest in it than to compel her, out of it, to contribute to household expenses: that to constitute property dotal, it must be specifically mentioned and described, and that what is so mentioned, the husband may enjoy the income of during marriage, but the principal still belongs to, and must be returned to the wife or her heirs, on the dissolution of the marriage, and that her property not constituted dotal, remains paraphernal—that is, her own separate, exclusive property, fee, principal and income, in possession at the time of the marriage, or coming to her afterwards, subject only to its liability to
Under this law, thus briefly stated, M. Morin and Madame Salles entered into an ante-nuptial contract, in which, by Art. I. they declared that they adopted as the basis of the civil conditions of their marriage, the dotal system, such as it is defined by the provisions of articles 1540, and the following of the civil code of the French, and by Art. IY. the wife sets forth the parcels óf property which are to constitute her dowry ; viz. the income of one-third of the property belonging to the estate of heríate husband, as therein set forth, referring to the decision in the case of Vail v. Vail, three mortgages specifically mentioned, valued at 83,500 francs, personal effects and wearing apparel valued at 7000 francs, and divers personal goods, silver plate, and her own jewelry, valued at 13,060 francs. By Art. YI. entitled “ Constitution of the Dowry,” it is declared that “ all the present property of the intended wife, and all such a& may come to her hereafter, by descent, donation, legacy or otherwise, is and shall remain dotal to the intended wife.” Under these provisions of the marriage contract and the laws of France, I can entertain no doubt that on the death of Madame Morin, all her interest and estate in her first husband’s property passed to her heirs, and that her second husband, M. Morin had no right in or title to it.
There are, however, other provisions of the marriage contract and of the French laws which bear on this question, and which may not be overlooked. Persons entering into the marriage contract under the dotal system may establish other property relations between them, without impairing the rights of property secured to each by that system, and that is by forming a co-partnership of acquisitions. (Société d’Acquets; Code Nap. 1581.) The object of this association is to regulate and determine the rights of the parties to such property as may be acquired during the marriage from savings and accumulations, whether derived from the income of property made dotal or from earnings or proceeds of their joint industy, thus securing to the wife and her heirs a share in such savings or acquisitions,
If any doubt, however, existed as to the rights of M. Morin
Under this view of the case M. Morin can be regarded as entitled only to so much of the income of his wife’s share of her first husband’s estate, as had been earned and had not been paid to him at the time of her death, and to nothing more. That may be ascertained on a reference, unless otherwise agreed among the parties.
And as to the residue of this case, it is to be decreed that the specific bequests of §500 to the French Benevolent Society, of §250 to the Roman Catholic Orphan Asylum, the bequests to the testator’s cousin, Crozes le fils, to his cousin born soubries, the wife of Laquide, to Francis Youett and his children, the bequests of §10,000 to Mrs. Tonnele, and of §75,000 to the son, be and stand effectual and valid, and that as to the residue of his property, the testator died intestate, and such residue must be distributed among his next of kin as personal property.
The provision of the will that the testator’s children shall share equally in his estate, is untouched by any of the considerations which have been mentioned. His direction is that all of his estate which shall remain shall be allotted and set apart for the use and benefit of his six children and their issue, and in such proportions as to equalize with interest the previous advances which shall have been made by the executors, saving the §10,000 given to Mrs. Tonnele, and the §25,000 devised
The costs of all the parties, with reasonable counsel fees, to be paid out of the residuum before distribution, and for the purposes of distribution there will be a reference to Thomas Addis Emmet, with a reservation of other questions until the coming in of the report.