Van Wyck v. Bloodgood

1 Bradf. 154 | N.Y. Sur. Ct. | 1850

The Surrogate.

The Testator by the fourth, fifth, and seventh articles of his will, as modified by the codicil, gave his wife an -annuity of six hundred dollars, together with the use of his furniture, and of the leasehold premises, No. 70 -Murray Street, in the city of New-Yprk, for her life ; *165and by the eighth article, as modified by the codicil, he bequeathed to his daughter Maria Louisa, six hundred dollars per annum, until she should attain the age of fifteen years, and from that time to her arrival at lawful age, the sum of eight hundred dollars per annum. By the ninth clause, an annuity of $100 was given to his niece, which, in consequence of her decease, became inoperative, and was revoked by the codicil.

Having made these dispositions, the testator then provided as follows:

Tenth,. The remaining net income of my estate, real and personal, after paying and discharging the annuities aforesaid, I give, devise, and bequeath unto my said children, Abraham, John, Ann Catharine, and William, until my daughtér Maria L. shall arrive at lawful age, equally, share and share alike ; and from that time until the dmision of my personal estate shall take place, as hereinafter directed, I give and bequeath the whole income of my estate, real and personal, after paying the annuity and interest to my said wife, and the annuity to my said niece, as aforesaid, unto my said five children equally, share and share alike.
Eleventh. Hpon my said daughter Maria L. arriving of lawful age, if my said wife be then dead, if not then, upon the decease of my said wife, I give and bequeath the whole of my personal estate, remaining after satisfying the provisions of this my will, unto my said five children, equally, share and share alike, forever.
“ But my real estate from thenceforth, I dispose of in manner following, to wit: the use and income thereof, I give, devise and bequeath, unto my said five children, equally, share and share alike, during their respective natural lives only; and the fee simple or absolute estate therein, I give, devise and bequeath unto the lawful issue of my said children respectively, to take in like manner, as such issue would take under our statute of descents, had I died intestate ; but in case there be no such lawful issue, then *166I give, devise and bequeath, the fee simple or absolute estate in such share or portion, to the heirs at law of my said children so dying without lawful issue.
“ Twelfth. On the death of any of my said children before the disposal of my real estate, as provided for in the last article of this my will, shall take effect, leaving lawful issue, such issue, solely if one, collectively if more,— shall take in the mean time the share and portion of its parent, but if any of my children should so die, without leaving lawful issue, then the share or portion of such child, so dying without lawful issue, shall go to and be enjoyed by my surviving children, and the lawful issue of such of them as may be dead, or their representatives, until the disposal of my real estate shall take effect, as provided for in the said eleventh article.”

The testator nominated his wife and children executors, and gave to them all his real and personal estate, in trust, to carry into effect the provisions of his will.

His daughter, Maria Louisa, arrived at age in February, 1848 ; Ann Catharine died 9th June, 1848, without leaving issue, and the widow of the testator is still living.

Bichard C. Van Wyck, the husband of Ann Catharine, now insists, that the gift of the personal estate by the will, was vested in his deceased wife, and passed on her death to her representatives.

In considering this question, I propose, first, to examine the eleventh article of the will, which contains the bequest, by itself; and secondly, to ascertain how far the other portions of the will, explain, develope, or limit its terms and meaning.

I. The gift in the eleventh article is made “ upon” the death of the testator’s wife, a term simply noting a particular time dependent upon a specified event, and synonymous in such a relation with “ on,” and not with “ cum” and “ sif which, according to the construction of the Latin, are generally used in a form expressing contingency.

There is a large class' of cases, to which no exception *167exists, where, by the terms of the gift, the timéis connected with some event to happen to the donee, such as marriage or puberty, so as to make a description of the person who is to take, and necessarily to imply, that if the legatee does not sustain the character, the legacy will fail. (Dawson vs. Killett, 1 Bro. C. C., 119.) Death, in such a case, before the event occurs, in removing the legatee, prevents the happening of the event, and the completion or fulfilment of the description. Such legacies are palpably conditional from the very nature of the cáse, because the life of the beneficiary is involved and included in the very contingency specified; so thatf the contingency does not transpire, because the legatee dies.

But where the time is not connected with an act to be done by, or an event to happen to the legatee, but on the contrary, with some independent occurrence, such as the death of another person,—that being a thing which must happen, and the time, therefore, being in that sense certain, there would seem to be nothing in the mere specification of such a future time, which in itself implies a condition. There is, however, authority adverse to this idea. In Smell vs. Dee, 2 Salk., 415, Lord Cowper held a gift to the two children of J. S., “ at the end, of ten yea/rs,'> after the testator’s decease, to fail by the death of the legatees, before the expiration of the ten years. The cases in Dyer and Ventris, which were referred to in support of this determination, relate to legacies given on conditions connected with the legatee, as marriage and attaining age, and consequently do not meet the point. Swinborne is also cited in aid of the same position, but so far from sustaining the case put, he expressly asserts, that a bequest to H. B., at a fixed time, as £100 at Easter, A. D. 1600, vests the legacy, notwithstanding the death of the legatee before the time. (Swim-borne, Pa/rt VII. § 23; Domat. I., Ill, Tit. 1, § 8, Art. 12.) How, I do not mean to say, that there is no other case except Smell vs. Dee, which decides that a legacy given at a certain time, lapses by the previous death of the *168legatee, but after some examination I have met with none.* It is true the books are full of decisions to the effect, that where the time is so annexed to the legacy as to be of the substance of the gift, a condition is implied, that the donee shall live till the time arrives, in order to enjoy the bounty. This is an abstract proposition taken from the civil law, which there is no occasion to controvert. The point is, how to apply it, and whether the mere annexation of a certain time to the legacy, does ipso facto make that time of the substance of the gift. The niceties and refinements in which the civilians indulged, are well exemplified in Swinborne, who propounds, that a legacy given from and after a certain time, is vested, because the time is certain when, but a legacy given when the testator’s son shall die, is not vested, because the time is uncertain when that will happen. (Swinborne, Part IV., % 17, vide Pothier’s Pandectes, Part IV., I. 30; ft. 3, 275, Vol. 12, p. 2; Domat., I. IV., Tit. 2, § 9, Art. 16.) ¡Now, it is manifest that in both of these cases, the only uncertainty, so far as the legatee is concerned, is whether he shall live till the time comes, if it be a fixed day, or the event happens, if it be the death of another. The time must arrive in either case, and so likewise, in either case, the legatee may die before, yet in one instance according to this rule, the legacy is vested, and in the other it is not. The Lord Chancellor, in Pinbury vs. Elkin, 1 P. Wms., 564; (see also as to his inaccuracy, Tate vs. Hilbert, 2 Vesey, 118), speaks of Swmborne’s Oases on Legacies, as “ darkly put,” with “ many inconsistencies and Powell, his learned editor, observes, that his distinctions and criticisms on this subject, are not agreeable to the law of England in such cases, but that “ according to that law, where either real or personal estate is given upon a contingency, and that contingency *169does not take effect in the life-time of the first devisee or legatee, yet if the contingency happens, if the estate be real, his heirs, if personal, his executors, will be entitled to it.” (2 Powell's Swisiborne, 584, note; Chauney vs. Graydon, 2 Atkyn., 616.) Though this comment is not justly accurate in all its breadth, yet it is important in showing that the almost scholastic niceties of the civilians, have not been adopted in extenso.

The subject of the effect of a simple limitation of time by the word “ when,'' was discussed in May vs. Wood, 3 Bro. C. C., 473, and the Master of the Rolls said, “ It has been contended that the word ‘ when’ must be synonymous to £ if,' and, consequently, that the legacy has never vested. Has the Court ever adopted such a construction ? On the contrary, all the cases for full half, a century upon pecuniary legacies, have determined that word, not as denoting a condition precedent, but only marking a period when the party shall have the full benefit of the gift; except something appears upon the face of the will, to show that his bounty should not take place unless the time actually arrived, and not where he has merely used the word when, for the sole purpose of postponing the time of payment.” The gift in that case was to the testator’s two daughters, “ to be equally divided between them, when they should arrive at twenty-four years of agebut Lord Alvanley said he decided the point without any reference to the words, “ to be equally divided,” and that “ all the cases establish this principle, that when the time is mentioned as referring to the legacy itself, unless it appears to have been fixed by the testator, as absolutely necessary to have arrived, before any part of his bounty can attach to the legatee, the legacy attaches immediately, and the time of payment is merely postponed, not being annexed to the substance of the gift.”

The position advanced in May vs. Wood, was criticised by Sir William Grant, in Hanson vs. Graham, 6 Vesey, 238, who on the other hand declared, that “ no case has determined that the word £ when,' as referred to a period of *170life, standing by itself, and unqualified by any words or circumstances, has been ever held, to denote merely the time at which it is to take effect in possession ; but standing so unqualified and uncontrolled, it is a word of. condition, denoting the time when the gift is to take effect in substance. That this is so, is evident upon mere general principles, for it is just the same as speaking of an uncertain event, whether you say ‘ when,’ or 1 if’ it shall happen. Until it happens, that which is grounded upon it cannot take place. In the civil law, the words 1 ctm? and ‘ s»,’ as referred to this subject, are precisely equivalent, and from that law we borrow all, or at least the greatest part of our rules upon legacies, and particularly the 'rule immediately under consideration, with reference to the words by which a testator denotes his intention as to the gift taking effect, or taking effect in possession.”

I do not understand Sir William Grant, as laying down the broad doctrine, that the word “ whmf or any other specification of a future time, of necessity imparts a condition, but that it has that effect “ as referred to a period of life” of the legatee, or some other event, as “ when he shall attain 21,” or “when he shall marry.” All the citations he makes from the Civil Law, and the entire current of his argument are apposite only to that limited proposition, and there can be no doubt, that to such an extent, the doctrine is thoroughly grafted into the law of England. But that the mere specification of a future time in connection with the gift, as a legacy to A., on the death of B., in itself postpones the gift and makes it conditional, is altogether another question. Lord Loughborough, in Monkhouse vs. Holme, 1 Bro. C. C., 299, thus treats it: “I rather take the rule to be, that where the time is annexed not to the gift, but to the substance of the gift, there it lapses by the death of the legatee.” “ If the day is certain, it is vested, but where uncertain, the true question will be, whether it is in the nature of a condition; for if it is conditional, then in the very nature of the thing, the time *171is annexed to the substance of the gift, as in the case of marriage, puberty, or of any other situation of life, when the arrival of the time is a condition, without which the testator would not have made the gift.” “ I do not agree that a legacy given in future, where the legatee dies before the time, lapses, but when the time is annexed to the substance of the gift.” The circumstance of introducing a legatory subject by the word ‘ after,’ cannot be construed so to affect the gift as to make it a condition. The solid, substantial distinction is, whether the testator meant it as a condition. This cannot be construed as making a new rule of law. The rule which I take to be that of the civil law, not being broken in upon, but allowed and construed asdt was by Lord Talbot, Lord Hardwick and Lord Thurlow.”

Sir James Wigram, in a recent case (Leeming vs. Sherratt, 2 Hare, 16), sustains the same course of reasoning. There, the testator gave all his personal estate to his executors in trust, to pay and divide the money arising therefrom, so soon as his youngest child should attorn, the age of t/went/y-one, unto and equally amongst his children, share and share alike.” The entire gift was in this direction to pay and divide, as soon as the youngest child reached 21; the event happened, the youngest child did attain that age, but John, one of the sons, died before; and yet the share directed to be paid to him, was held to pass to his representatives. In arriving at this result, the Vice-Chancellor, alluding to the cases in which it had been declared, that where a legacy has been given at a future time, the legatee can claim nothing, unless he is living at that time, said,—“ that the Court has in many cases expressed itself, very nearly in this manner, I do not deny, but I am satisfied I should be misapplying the rule intended to be expressed by the Court in such cases, if I were to hold, that John’s share of the residue was not transmissible to his representatives, only because he died before the testator’s youngest child attained twenty-one.”- “ I have examined most of the reported cases upon the sub*172ject, and am confirmed in the opinion, that the question is one of substance and not of form. The question in all the cases has been, whether the testator intended it as a condition precedent, that the legatees should survive the time appointed by him for the payment of their legacies, and the answer to this question has been sought for out of the whole will, and not in particular expressions only, like those relied upon in this case.” The learned Judge then proceeds to comment approvingly upon the rule as stated by Lord Loughborough, in Monkhouse vs. Holme, and by Lord Alvanley, in May vs. Wood, and concludes, that the “ mere circumstance, that the gift is future, does not furnish a simple Yule of decision, but is a single fact not in itself conclusive.”

I feel inclined, therefore, to hold on this review of the authorities, that the gift to the testator’s children, by the 11th article, on the youngest daughter attaining age, and on the death of the widow, was not necessarily suspended until the occurrence of those events, but regard may be had to other circumstances to ascertain the intention of the testator.

It is certainly a sound position, that as a general rule, the testator is to be supposed as intending to vest the legacies at his death, and there should be plain indications of a different design to take any particular case out of the rule. This primary presumption is- only to be defeated by a clear intention to defer the vesting, and where the meaning is doubtful or ambiguous, the Court will lean against the exception sought to be established. (Elwim vs. Elwin, 8 Vesey, 557; Gaskell vs. Harman, 11 Vesey, 498.) In Vize vs. Stoney, 2 Drury and Walsh, 672, Lord Plunkett approves of the doctrine laid down by Williams, in his Treatise on the Law of Executors and Administrators, “ that the rule is always subservient to the intention of the testator, and that in cases of exceptions to the general rule, the intehtion of the testator, that the legacy shall not vest, must *173be expressed with certainty, to prevent the operation of the general rule.”

Standing’ by itself, the 11th article admits of the following criticism.

1. The gift contained in it is to the testator’s “said five children,” nonvmaUm (they having previously been named), “ equally, share and share alike, forever.” It created a tenancy in common, and by construction of law, there is no survivorship, as in case of a joint-tenancy.

2. The gift is not to the children, or such as should be living at the time of the division, and there is consequently no express clause of survivorship.

3. On the decease of any of the children before the death of the widow, &c., there is no limitation of his or her share over to issue, so that a child dying, leaving issue, the issue would not take, but the share would lapse.

This circumstance is not controlling, otherwise the absence of a clause of substitution would in aE cases prevent a failure of the legacy, an idea wholly untenable. But the want of a limitation to the issue of a child, a legatee over age, where there is no provision for survivorship, affords a strong presumption, the testator intended his chEdren to take vested interests. “ If the wiE,” says the Vice Chancellor in the case already cited (2 Hare, 22), “had not contained the clause of substitution, and one or more of the testator’s children had died, leaving lawful issue before the youngest had attained twenty-one, the argument in favor of the legacy being transmissible, would have been irresistible.”

4. The bequest in the 11th article is of the whole personal estate “ remcmvmg,” after satisfying the other provisions of the will, and being thus in essence a disposition of the residue, if any share lapses, the testator as to it, has died intestate.

In Leake vs. Robinson, 2 Meriv., 386, Sir ¥m. Grant concedes that “ there is certainly a strong disposition in the Court to construe á residuary clause so as to prevent *174an intestacy with regard to any part of the testator’s property.” (Booth vs. Booth, 4 Vesey, 399.) And in Leeming vs. Sherratt, Sir James Wigram declares broadly, “If there is any case which decides, as an abstract proposition, that a gift of a residue to a testator’s children upon an event which afterwards happens, does not confer upon those children an interest transmissible to their representatives, merely because they die before the event happens, I am satisfied that case must be at variance with other authorities.”

The result is, therefore, that if we regard the time pointed out for the distribution of the capital of the personal estate in the 11th article, as annexed to the substance of the gift, we ascribe to the testator the intent not to give any of his children, most of whom were then advanced in life, any vested interest,—he at the same time mating no provision for survivorship, or for transmission to issue in case any of them should die before the period of division, so that in such a contingency, intestacy is the direct consequence. Such a construction should not be favored, and I think if the case stood on the 11th article alone, I should be bound to consider the, bequests as vested.

II. I will now inquire how far this conclusion is shaken or confirmed by the other portions of the will.

1. The most explicit reference to the disposition of the personalty by the 11th article, is contained in the 10th article, where it is spoken of as the “ division ” of the personal estate, a term rather applicable to payment and distribution, than to a future gift. Since the case of Ma/y vs. Wood, the word “ divide ” has been esteemed in connection with a future period, as indicating a time fixed for payment—for the enjoyment of the absolute possession, and not as operating to postpone the gift. The expression is also in strong contrast with that applied by the testator to his real estate. He speaks of the “ disposal” of his real estate, and the “ division” of his personal.

*1752. It is not an unimportant fact, that the testator appointed all his children executors and trustees to carry his will into effect. It was not his desire to withhold from his children the actual management and legal control of the estate, but only to direct .the mode of its management. Love vs. L’Estrange, 5 Bro. Par. Cas., 59, was decided on the principle that a present bequest of residue to executors in trust to pay at a future day, is a present vested gift to the beneficiaries ; and the mere appointment of a trustee, has been held so to control the construction as to make a legacy vested, when without such an appointment, it would have been otherwise. (Branstrom vs. Wilkinson, 7 Vesey, 422; Patterson vs. Ellis’s Executors, 11 Wend., 259, and App., 671; Roperr 1, 573.)

3. After paying the annuities, the entire income of the estate was given to his children. There is no principle better recognized, than that the gift of the intermediate interest, previous to the time appointed for the receipt of the capital, shows that the vesting of the principal was not intended to be postponed. . Here the testator gives the complete enjoyment and possession of his estate to his children, in subservience only to the postponement of its division and absolute right of property, until the majority of his youngest daughter, and the decease of his wife, for whom he had made special provision.

4. When a fund is bequeathed in fractional interests in succession, at periods which must arrive, the interests of the first and subsequent takers will vest together uno unstcmii, on the death of the testator. Bloodgood,- the testator in this case, disposes of his whole estate, the entire income to the death of his wife, and on her decease, and the majority of his youngest daughter, the entire principal. This created in substance an intermediate vested estate in the income, with a remainder in absolute possession of the principal on the happening of those events. If the income had been given to others, as for example, to the wife for life, and then on her death, the principal to the *176children, there could he no doubt a remainder vested in the children immediately on the testator’s decease. It certainly cannot weaken or impair the effect or operation of this rule, that the same persons entitled to the remainder, take the previous vested interest in the income, instead of other persons.

In Blamire vs. Geldart, 16 Vesey, 314, the testator gave his whole property to his wife, and “ at Tier decease,” £200 to George Pringle. Pringle died before the wife, and Sir Win. Grant held the legacy vested, saying that “ the will, no matter in what order, divides the fund between these two persons, giving to one the interest for life, and to the other, the capital at her decease. In effect and substance, Pringle took a remainder which vested immediately upon the testator’s death, and was not defeated by his own death in the life-time of the wife.”

This rule applies equally, whether the interest or the fund itself be given to the first taker for a certain period, except that where the interest alone is bequeathed in the first instance, the remainder will not vest during the continuance of the particular estate, if.the context of the will clearly shows such was the intention. (1 Bro. C. C., 298; see also Barnes vs. Allen, 1 Id., 181; Roebuck vs. Dean, 4 Id., 403.) In Monkhouse vs. Holme, the interest was given to the testator’s wife for life, and “from and after her death,” the principal went over. In The Attorney General vs. Crispin, 1 Bro. C. C., 386, the bequest was £50, after ” the death of certain annuitants, to each of the children of D. R. In Benyon vs. Maddison, 2 Bro. C. C., 75, the direction was to pay the interest to H. L. for life, and “ after her deathf the testator “ then ” gave to five persons £100 each. In Scurfield vs. Howes, 3 Bro. C. C., 90, the interest of £500 was given to S. for life, and “ after ” her death, the principal to her son and daughter. In Cousins vs. Schroder, 4 Simon, 23, the testator directed £100 to be invested for his daughter for life, and after her death, the capital to be dimded among her chil*177dren. (See Lane vs. Goudge, 9 Vesey, 225; Locker vs. Bradley, 5 Beavan, 593; Pinbury vs. Elkin, 1 P. Wm., 563.) In Taylor vs. Langford, 3 Vesey, 119, the testator, as to the residue, directed the interest to be paid to his two sisters, and after their decease, the principal to be paid to their children equally.” In all these cases, though some of the legatees of the principal fund died before the life-tenant, they were held to take vested gifts transmissible to their representatives. The same point will be found followed out in Wadley vs. North, 3 Vesey, 364; Morgan vs. Williams, 14 Law, Jr., N. S., 449; Watson vs. Watson, 11 Simon., 13; and in Kimberly vs. Tew, 4 Dru & W., 139, where Sir Edward Sugden says the Courts have ever-been anxious, that, where the contest was between surviving and the representatives of deceased children, the interest should vest in the deceased children, and that where some of the children could take, the Court had struggled to let in all,

5. Taking the whole will of Mr. Bloodgood together, all his estate is bequeathed to trustees to give the income to his children, subject to the annuities and specific allowance to his daughter Maria L., until the latter attain 21; after which, the whole income is divided among his children equally, deducting the annuities, and on the death of his wife, the whole principal is to be shared among them. The division of the principal is postponed till the death of his wife, and the majority of his youngest daughter, and it is reasonable to inquire why ? The provision for the wife explains this, her interest terminated at her death, when an important charge on the estate ceased. So likewise as to the majority of the daughter Maria L., that was an event, previous to which the testator had given his other children more than their equal share of the income, and on the occurrence of which he restored to her a full proportion. Can any other reason be found in the will for the postponement of the division of the personalty? If the testator had in terms given the principal fund to such *178of Ms cMldren as should he living at his wife’s decease, that would have been a sufficient reason for suspending the vesting till that period. But he, on the' contrary, gives the whole interest and intermediate income to his children, subject only to the allowance in favor of his wife, and there is no possible motive to assign for deferring the distribution of the principal till her death, except that the division was suspended in consequence of the annual appropriations for her benefit,—for the convemence of the .fond or property. (1 Jarman on Wills, pp. 756, 763.) In Leake vs. Robinson, Sir ¥m. Grant, commenting upon Lord Alvanley’s decision in Booth vs. Booth, concedes that the important circumstances indicating an intention to give vested legacies in that case were, 1st, a bequest of a residue ; 2d, that the legatees were adults; 3d, the whole interest was given to them absolutely; 4th, there was no survivorship between the legatees; and 5th, there was no bequest over in the event of the death of both or either, “so that intestacy must have been the consequence of death before marriage.” So far as the contingency of the death of the testator’s widow is concerned, all these circumstances, and more also, are present in this case. The gift is 1st, of a residue; 2d, to the testator’s children, who aré made executors; 3d, there is no survivorship; 4th, there is no limitation over; 5 th, the whole interest is given subject, to certain charges, which indicates, 6th, that the division of the principal is deferred only for the convenience of the estate'. I am of opinion, therefore, that the share of Mrs. Van Wyck of the personalty, was intended to vest in her on the death of the testator, and on her decease passed to her representatives.

TIT. It remains then to consider the effect of the provision contained in the 12th clause of the will, whether or not the limitation there provided, was intended to affect the share of any deceased legatee in the principal fund, and if so, whether the contingency mentioned in that article has arisen. Without dwelling at length upon this *179article, I may say that its application seems to me to be limited to the income. On the death of any of his children “ before the disposal” of his real estate shall take effect, leaving lawful issue, such issue are, “ in the mean time” to take the share and portion of the parent; but if any of his children should “ so ctie,” that is, before the disposal of his real estate takes effect, without leaving lawful issue, then the share of the child so dying, shall “go to and be enjoyed” by the survivors and their issue, or their representatives, “ wntil the disposal of the real estate.”

How the real estate is disposed of in the 11th article, by giving, on the death of his wife, and the majority of Maria L., life estates to his five children, as tenants in common, with remainder to their issue. It happens, therefore, that the distribution of the personalty, and the division or disposal of the realty, are to take place at the same time, previous to which, the whole income of both estates is given to the children subject to the aforesaid charges. It might, therefore, be a question, whether the shares spoken of in the 12th article, relate to the whole income, or only to the income of the real estate. The latter idea is naturally suggested by the event specified; viz., “ on the death of any of my children before the disposal of my real estate.” This introduction is so suggestive of the subject matter of the article, that it is difficult to refrain from, limiting the subsequent directions to the real estate alone. It is replied, however, that the words, “ before the disposal of my real estate,” do not denote the subject of the article, but only the time and contingency on which it is to have effect, and that as the division of the personalty, and the disposal of the realty are to happen at the same moment, it is entirely indifferent in fixing the time, whether the testator marks it by referring to one event or the other. In either • event the time is fixed, which is all that was aimed at. I do not think it important, however, to dwell on this question. It was conceded by both sides on the argument, that nothing but i/ncome, whether of realty, or *180both, realty and personalty, was disposed of by this article. It manifestly only covers interests of children dying before the decease of the widow, which they can “ enyoy in the mean time” and which are given over in case of death, only “ until ” the period for division arises. Applying only to the intermediate interests in the income, therefore, and not to the principal fond, this article cannot take away the gift of the principal. It is in the nature of a condition subsequent, which it has always been held must precisely happen, and be strictly performed, in order to divest an estate already vested-. (Skey vs. Barnes, 3 Meriv., 335; Templeman vs. Warrington, 13 Simon., 267.)

It was urged, however, that inasmuch as by the 12th article, the interest of the children in the income was contingent, and would cease on death, and go over to issue, or to the survivors, therefore, the presumption afforded in favor of the principal vesting by the gift of the income, fell to the ground. This argument would be of greater weight if the gift of the income were the only ground for inferring a gift of the chief fund; but as already seen, it forms one of several circumstances looking to that result. But the gift of the income was not contingent,—it was absolute, and vested with a limitation over to issue, &c., on a contingency. (Parker vs. Golding, 13 Simon., 418; Kimberly vs. Tew, 4 Dru & Warren, 153.) How what is the consequence of this reasoning? The forecast and wisdom of the testator in looking forward to the possibility of the death of some of his children, leaving issue, before the division of his estate, his prudence in providing for the transmission of such deceased child’s income to issue, are brought forward to show that the testator did not intend to vest the principal in his children, and to establish a mere direction to divide on a future contingency. The testator’s provision for issue of a deceased child out of the income, is adduced to build up a proposition by which such issue on the death of them parent before the widow, would be wholly cut off from their parent’s share in the principal. *181A limitation of interest over to issue is urged to show the principal was not vested, when, if not vested, for want of such a limitation, the legacy would lapse,' and the issue take nothing. The argument is, I think, all the other way. The very fact that on the death of a child, his issue are to take his share of the income, while no such provision in case of death was made in regard to the principal, is conclusive to my mind that the latter was considered an absolute and vested gift, only postponed in possession, for the convenience of the estate, and which, in the event of death before the period fixed for its division, would pass to the representatives of the legatee, and needed no special direction by the testator to make it transmissible. It is conceded the limitation to issue is confined to the income, and does not touch the principal; and in the language of Sir James Wigram, “ I do not understand why the clause of substitution can alter the construction of the will, in a case to which that clause will not apply.” The anxiety to limit over the income to issue, and the neglect to do the same with the principal, irresistibly impresses the mind with the conviction, that the absence of süch a clause of substitution in the latter case, did not arise from Want of prudence or forethought in contemplating the contingency of death, but from the idea that such a provision was requisite as to the income only, while the principal would pass by operation of law to the personal representatives of the legatees. Hor is it clear, that the testator intended to apply the 12th article to the income of the personalty at all. If the shares were vested, the representatives of a deceased child might succeed to the income of the personalty; but on the death of a child, it was necessary, in order to pass the income of the real estate,-to make such a special provision; and, I must confess, this seems to me the sole object of the 12th article, and its most natural interpretation, in view of the various provisions of the will.

However this may be, I do not think it substantially affects the prominent features of the case, and in what*182ever light the 12th article is viewed, I cannot consider it as tending to a construction of the will adverse to the idea that the bequests in question are vested. If I am wrong in this, and it is really an important element in determining the testator’s intention, its weight, it seems to me, must be greatly magnified to overcome the arguments in favor of holding the legacies vested. After the most careful consideration I can give the case, I see no room to allow any other conclusion.

In Bruce vs. Charlton, 13 Simons, 65, it was unnecessary to decide the point, for the bequest was to certain persons, or “ such as should be living” at the end of a certain time. Nor were the cases of Chevaux vs. Aislabie, 13 Simons, 71; Young vs. Macintosh, Ibid, 445, analogous.

midpage