6 Paige Ch. 600 | New York Court of Chancery | 1837
The bill in this case has been framed with much ingenuity and skill, for the purpose of obtaining from the corporation and its officers a discovery of its title to the property in question, and the defects, if any, which exist in that title; and without disclosing the facts which the counsel for the corporation suppose is a fatal defect in the complainant’s own title under the residuary clause of Haberdinck’s will. The residuary clause of the will as stated by the complainant, however, refers to a portion of the testator’s property which had been previously bequeathed and disposed of. The complainant, therefore, was bound to show that such previous disposition did not embrace the property in question, in the Shoemaker’s Field; unless such a presumption is necessarily excluded by the averment that the testator had not in the previous part of his will made any valid or effectual disposition of the premises in question. The rules of pleading in this court require that the complainant should show upon the face of his bill that he has what is prima facie a perfect title in himself, before he can call upon the adverse party to disclose his title to the property in controversy, or. to disclose under what claim of title he holds such property. It is not alleged by the complainant that he is not perfectly apprised of the contents of the will of Haberdinck. And he probably could not make such an allegation with truth ; as it appears from the bill itself that the will was proved and recorded, as a will of personal estate, in the probate office in the city of New York; which record still remains in the surrogate’s office. (See 2 R. S. 59, § 20.) The ground of complaint is that the defendants will not furnish the means to the complainant of proving the execution of the original will, and admit that they have in their possession or under their control the will of which the record in the surrogate’s office is a true copy.
If the residuary devisees were not entitled to the premises in question under this residuary clause, whatever actual disposition may have been made of such premises in the previous part of the will which ultimately proved to be invalid and ineffectual to give the estate to the particular de
A bequest of personal property, or of chattels real which in cases of intestacy belong to the next of kin and do not descend to the heir at law, always refers to the state of the property at the testator’s death. Hence it is perfectly well
It has' also been finally settled in England, although some doubt, perhaps, has been thrown upon the question by some of the decisions in this country, that a residuary devise of real estate, or of all the testators estate not before disposed of in his will, carries with it not only, the real estate in which no interest is devised in the previous part of the will, but also every reversionary and contingent interest which, in the events contemplated by the testator as apparent from the will itself, is not wholly and absolutely disposed of, and which would be a proper subject of devise consistently with the declared intent of the testator. And most of the cases cited and relied upon by the complainant’s counsel were decided upon this principle.
Thus in Hopewell v. Ackland, (1 Salk. 239,) where by the previous clause of the will all the testator’s lands, tenements and hereditaments were devised to A. without words of perpetuity, which gave an estate for life only to the devisee,
The distinction between a lapsed devise of real estate and a lapsed legacy of the personalty, as to the rights of the residuary devisee and legatee, is now fully recognized. The question first arose in the court of king’s bench, in the case of Goodright v. Opie, (8 Mod. Rep. 123,) about the time of the making of the will under which the complainant claims in the present suit. But the case was not then decided ; two of the judges being of opinion that the lands attempted to be disposed of by the lapsed devise descended to the heir at law; and the other two, Eyre and Fortescue Aland, holding that, as in the event which had occurred there was no valid or effectual disposition of the lands embraced in the specific devise which had become lapsed by the death of the devisee in the lifetime of the testator, those lands were devised to the defendants who were the residuary devisees. The question, however, was decided in favor of the heir, and against the residuary devisee, in the case of Wright v. Hall, (Fortesc. Rep. 182,) in the court of common pleas, in 1724, by Lord King and his associates a few days before he received the great seal. And the question again arose and was decided in the same way, in 1728, in the case of Roe v. Fludd, (Fortesc. 184;) Eyre and Fortes-cue Aland, who had formerly entertained a different opinion, having then been transferred to the common pleas, and concurring in the decision^ The same question was again raised in the case of Doe v. Underdown, (Willes’ Rep. 293,) thirteen years afterwards, while Ch. J. Willes presided in the court of common pleas. It was examined by that distinguished judge with his usual ability, and was again decided in conformity with the previous decisions. Since that time the question does not appear to have been raised in favor of the claim of the residuary devisee to the benefit of a lapsed devise. And I confess I can see no material difference between devises of that description and those which are void at the time of making the will, on account of the
The earliest case I have been able to find is Bevel v. French, referred to by the counsel upon the argument of Sherwood v. Normes, in 1589, (1 Leon. 250.) And if the
Then came the case of Cruise v. Barley, before Sir Joseph Jekyel, in 1727, (3 P. Wms. 19,) in which it was decided that a legacy out of the proceeds of real estate, which legacy failed by the death of the legatee before it became vested, belonged to the heir at law instead of the residuary legatees of the fund. This was followed by the two cases of Roe v. Fludd and Doe v. Underdown, which I have before stated. Then followed the case of Arnold v. Chapman, before Lord Hardwick, in 1748, (1 Ves. sen. 108,) which arose upon the statute of mortmain, passed in 1735, and it was there held that the devisee of real estate, upon condition of paying £1000 to the executors, which they were directed to appropriate to a charitable purpose void by the statute, was not entitled to the land discharged of the payment; but that the object of the charitable devise having failed, the £1000 resulted to the heir at law as a portion carved out of the real estate, and not legally disposed of by the will. The case of Durour v. Motteaux, (1 Ves. sen. 321,) came before the same distinguished judge the next year. The will in that case, which is more correctly stated in a note to the
The case of Jackson v. Hurlock, (2 Eden’s Rep. 263,) came before Lord Northington fifteen years afterwards; in which case the question arose whether a void charge which the testator had made upon an estate previously devised to
In the case of Gravenor v. Hallum, which came before Lord Camden, in 1767, three yeafs afterwards, the question arose between the heir at law and the residuary legatee of the proceeds of real estate directed to be sold ; the testator having given certain legacies out of the proceeds which were void by the statute, and the decision was in favor of the claim of the heir at law. (2 Blunt’s Amb. 645.) In the reasons of the chancellor for this decision, as found in Sergeant Hill’s manuscripts, he says as to this part of the case, “ with regard to the distinction betwixt a devise of the residue of real and of personal estate, the ground upon which it has been determined that the latter shall take in all lapsed legacies is that personalty is fluctuating. The words rest and residue exclude the antecedent gifts in the natural way of construing a will; but it is holden otherwise. The courts of law, however, have taken a different way in real estate for the benefit of the heir at law, whom neither those courts nor a court of equity will disinherit without sufficient words. 1 should think it too nice a distinction between a legacy becoming void ■ ah initio and afterwards. The rule is this : where, from the general intention of the testator, the residuary legatees shall not take because by the penning of the will thére is a less thing given to them and the gift to the legatees is narrowed, the
Such, therefore, was the settled law of England at the time of the revolution, in regard to this question; and such would be the law in this state, even if subsequent decisions had changed the rule in that country so as to give to the residuary devisee every estate or interest of the testator of which he had not made a valid and effectual disposition by the other provisions of the will. It will be found, however, that instead of changing the rule the cases in England since the revolution have been, with one or two exceptions, in accordance with the rule as settled by the decisions previous to that time. The case of Hutchinson v. Hammond, (3 Bro. C. C. 128,) came before Mr. Justice Buller, sitting for the lord chancellor, in 1790. It was the case of a void devise of a part of the fund to be raised by a sale of real estate. The legacy had been given by the original will, but it was void on account of the death of the legatee before the republication of the will by a subsequent codicil; that fact being known to the testator but not noticed by him in the codicil. And the amount of the legacy was adjudged to belong to the heir and not to the residuary legatee of the
Then came the case of Kennell v. Abbott, before Lord Alvanley, the master of the rolls, in 1799, (4 Ves. Rep 800 ;) in which the testatrix having power to dispose of her separate estate had given to her supposed husband a part of the proceeds of a copyhold estate and of her leasehold property. And the legacy to the supposed husband being void, on the ground that he had imposed himself on the testatrix when he had another wife living, the amount of the legacy was decreed to the residuary legatee upon the ground that the testatrix had made the whole of this mixed fund personal estate by her Will. This case-, it will be seen, was decided in direct hostility to the decision of Lord Rosslyn in the previous case of Collins v. Wakeman; in which a positive direction to consider the proceeds of the sale as personal estate was held insufficient to carry the void legacy to the residuary legatee. But the master of the rolls did not even intimate an opinion that the residuary devisee
In the case of Gibbs v. Rumsey, (2 Ves. & B. 294,) which came before Sir Wm. Grant only two years afterwards, no notice whatever is taken of this decision; although if considered as good law it must have changed the result in that case as to the void legacies for charitable purposes which were payable out of the proceeds of real estate; as to which legacies his honor said it was clear that they belonged to the heir at law, and did not go either to the residuary legatee of the proceeds of the real estate and of the personalty, or to the next of kin.
Then followed- the case of Tregonwell v. Sydenham, before the house of lords, (3 Dow’s Rep. 194,) which was argued in 1814 in the presence of those two distinguished chancellors, Lord Redesdale and Lord Eldon, and decided in the.following year after a very full consideration. And it was there held, reversing the decree of the court of ex-' chequer, that a portion carved out of a trust,term for pur
The last case upon this subject to be found in the English reports is that of Cook v. The Stationers’ Company, which came before the same distinguished equity judge, as master of the rolls, in 1831, (3 Myl. & Keen, 262.) And he there lays down this rule for the purpose of ascertaining the intention of the testator where the residuary devise is not of the produce but of the corpus of real estate ; and where the intention of the testator as to a previous specific devise is defeated: 1st. If the devise to a particular person, or for a particular purpose, is to be considered as intended by the testator to be an exception from the gift to the residuary devisee, the heir takes the benefit of the failure. 2d. If it is to be considered as only a charge upon the estate devised and not an exception from the gift, the devisee will be entitled to the failure. And considering the void legacy in the case then before him as coming within the last of these rules, he decreed accordingly. Testing the residuary clause
The only cases to be found in the American reports where this question has’ directly arisen,, unless there are some which have eluded my search,
The result at which I have arrived, upon a full examination of the subject, is that there is not sufficient appearing upon the complainant’s bill to show that the residuary devisees of Haberdinclc ever had any legal or equitable light to the premises in controversy in this cause. And that if there was not any previous devise or disposition of the lands in the Shoemaker’s Field in fact by the will of Haberdinclc, the complainant should have so stated it in his bill ; or he should have set out the substance of the whole will, as it appears from the record thereof in the surrogate’s office, so that the court might see whether the residuary legatee under whom he claims had some right or interest in the property under the will.
The suggestion in the bill that if the premises were devised to the corporation there is a surplus of rents and profits beyond what was necessary to satisfy the object of the devise amounts to nothing, as the complainant insists there was no valid or effectual devise to the corporation. And the decision of the court of dernier resort in the case of McCartee v. The Orphan Asylum Society, (9 Cowen, 437,) conclusively settles the question that the corporation could not take the estate by devise. If there was therefore a devise in form to the corporation for the objects or upon the trusts stated, or rather suggested in the bill, the devise was wholly void; so that there could have been no resulting trust of a surplus of rents and profits for the benefit of the residuary devisees. Even if there was a valid devise to the corporation, it does not follow of course that the surplus rents and profits arising from the increased value of the property belong to the descendants of the residuary devisees. (See Attorney General v. Wilson, 3 Myl. & Keen, 372; The Same v. Brazen Nose College, 8 Bligh’s Rep. N. S. 377.)
The demurrer is well taken and must be allowed nunc pro tunc as of the time of the argument; one of the defendants having since died.
See Lessee of Ferguson v. Hedges, 1 Harrington’s Rep. 524.