39 N.C. 264 | N.C. | 1846
This is a bill for dower, filed by the widow of the late Absalom T. Humphries, and by her second husband, against the devisees of the first husband and others. The cause is set for hearing on bill and answer, and by them the case is as follows:
Henry Humphries, late of Greensboro, and the father (266) of Absalom T. Humphries, made his will on 18 February, 1840, and died soon afterwards. He therein devised and bequeathed, amongst other things, as follows: "I give my cotton factory, with all the machinery thereto attached or belonging, together with all the lands and buildings of every description attached to or adjoining the factory, including the town lot, on which the old cotton gin (now converted into a lumber house) and my stables stand; also all my negro slaves; also all the stock of cows, horses, wagons and other vehicles (excepting the family carriage); also the tract of land of 100 acres adjoining Crowson and others, which was bought of Washington Adams; also the tract of 55 acres purchased of the widow Forbes adjoining John M. Morehead, to my three children, Nancy Tate, Absalom T. Humphries, and Sarah L. Humphries, forever; but to be kept together, and managed as joint stock, for the benefit of all three, until my daughter, Sarah L., shall arrive at the age of 21 years, or marry, and then, upon the happening of either event, the whole of said property and its increase and profits shall be equally divided between them — to each one-third part. I further give and bequeath to my said three children the stock on hand at my death belonging to the said factory, consisting of wood, yarn, raw cotton, cloth, paper, labels, twine, oil, etc., etc., to be kept jointly and divided as the property mentioned in the foregoing clause. And that my children may know the amount of stock they commence with, I direct an inventory to be taken by my executor; and, further, it may not be amiss to let my children know, that the factory, land, and buildings, exclusive of the negroes, are worth under good management $100,000. The said stock, after the inventory is taken, is to be used to carry on the operations of the factory. Fourthly: To my son-in-law, Thomas R. Tate, in whose prudence and (267) honestly I have unbounded confidence, I leave the superintendence and management of the cotton factory, and its operations until the time shall arrive for a division; and for his services in said management I give him $1,000 annually *207 during his management out of the profits of the factory. Fifthly: I give to my son Absalom T. my large brick dwelling house in Greensboro, together with the lot on which it stands, and the other houses thereto attached, to him and his heirs. But I desire and direct my daughter Nancy Tate and her family, and my other two children, to have the use of the same, free of rent, until the division takes place as mentioned in the foregoing clause; and I also direct the store room, counting-room, and cellar (in said house), to be rented out until the said division takes place, and the profits to be equally divided among my three children. Sixthly: I direct my executor to sell the house and lot in Greensboro, occupied by W. Woodburn; the tract of land purchased of Mather Young, the tract of land deeded to me by William Slade, containing 50 or 60 acres, in Rutherford, and all my other real estate not herein mentioned: to be sold by him in such parcels, when and upon such credit and terms as he shall deem best. Seventhly: I give all the money belonging or due to me, and all moneys arising from the sale of any of my property, herein directed to be sold, to my said three children. I give to my son my clock and all furniture belonging to my hall-room; and to my three children all the other household and kitchen furniture. Lastly, I appoint my son-in-law, Thomas R. Tate, the sole executor of this my last will."
The testator had but three children mentioned in his will. Up to 1835, he resided in the brick dwelling house mentioned in the will, and his daughter, Mrs. Tate, and her husband — who had then intermarried — resided with him. In that year Mrs. Humphries died, and the testator, who then removed to a small house on his factory property, was (268) near to Greensboro, and thenceforward resided there for the convenience of attending to that property. He however, left the brick dwelling house in the occupation of Mr. Tate and Mrs[.] Tate, with whom Absalom T., then about twelve years of age, and Sarah L., then 7, lived; and this continued to be the state of things until the testator's death in 1840. After that event, the family continued to reside together, as one family in the same house, and upon the marriage of Absalom T. at the age of 19, in 1842, he brought his wife to reside there, and they lived as before, until, upon a difference between Absalom T. and his wife, they separated in 1844, and she returned to her father and remained there until after the death of her husband. The other daughter, Sarah L., has lived with Mr. and Mrs. Tate at all times, until she was recently *208 sent to a school in New Jersey, where she now is, and is about 18 years old.
The cotton factory is worked by steam power, and is situated on a piece of land adjoining Greensboro, containing about 25 acres, on which are the necessary houses for artificers and the other purposes of the factory; and the land mentioned in that clause of the will as purchased from Adams and from Forbes, were appendages of the factory and had been purchased and used solely for the purposes of getting wood, and are almost indispensable to it, as there is a daily consumption of five or six cords.
Of the land mentioned in the 6th clause, the defendant Tate, as executor, sold the house and lot occupied by Woodburn for $3,000 in 1842, before the marriage of Absalom T. Humphries, has recently sold for $500 the land in Rutherford which his testator purchased from Slade at $250, and it does not appear that any other profit has been derived from it. The other tract mentioned in this clause, as the tract purchased from Mather Young, has not been sold; and the answer states the title to be as follows: One Mitchell contracted for the purchase of it from Young at the price of $800, and paid $400 (269) thereof, but was unable to pay the remaining $400; and at the request of Mitchell, the testator, H. Humphries, a number of years before his death, advanced the same upon a written and sealed contract between them to this effect, namely, that Young should convey the premises to Humphries in fee (which he accordingly did), and that whenever Mitchell should pay to Humphries the said sum of $400 with the interest thereon, the latter would convey in fee to the former: but, if he did not make such payment in Mitchell's life, that then the land should belong absolutely to Humphries, but that Mitchell and his wife should have the enjoyment thereof for their lives and that of the survivor; that, under that contract, Mitchell entered and has been in possession ever since, and he and his wife are both living, and will probably never call for a conveyance, as the principal and interest now considerably exceed the value of the land.
Absalom T. Humphries, just after coming of age, made his will, dated 24 September, 1844, and died in November following. By it he gave to his wife one-third of his personal estate, and also gave to her, for her life, one-third of his real estate. He gave to Absalom H. Tate, his nephew and the son of Thomas R. Tate, the dwelling house and lot in Greensboro, which had been devised to him by his father, and the furniture therein; and, with one or two trivial exceptions, he gave the residue of *209 his estates real and personal to Thomas R. Tate, whom he appointed executor. From the will, his widow, probably to entitle herself to a year's allowance under the late act, entered her dissent. The bill is filed against Mr. and Mrs. Tate and their infant son, Absalom H. Tate and Sarah L. Humphries; and it prays that dower may be immediately assigned specifically in the dwelling house, in the factory and lands attached to it, and in the real estate ordered to be sold; or, if the plaintiff be not entitled to that, then that one-ninth part of a reasonable rent for the dwelling house be annually paid to her until Sarah L. shall arrive to full age or marry, and, upon (270) that event, that one-third of the rent thereof shall thus be paid to her; and that also proper accounts may be taken of the profits of the cotton factory, so as to ascertain whether it be necessary to retain, besides the original stock, all the profits now accruing in order to carry on the factory (which the plaintiffs deny to be so), and that dower may be assigned to her in the said lands and factory in metes and bounds, or that, until the marriage or full age of Sarah L., one-ninth part of the profits thereof accruing or that may accrue, since the death of her husband, may be paid to her annually; and also dower of one-third of the share of the other lands devised by H. Humphries to his son, or the interest on one-ninth of the purchase-money obtained therefor.
The answers submit whether the plaintiffs can have dower in any of the lands devised by Henry Humphries; and they insist that, at all events, the son's widow is not entitled to have it assigned, until Sarah L. shall have arrived at full age or married, and that in the meanwhile Mrs. Tate and her children and Sarah L. are entitled to the exclusive use of the dwelling house for their residence; and that the profits arising from the rent of the store and counting-rooms and cellar, and the profits of the factory and the proceeds of the land directed to be sold, form a personal fund to accumulate or be divided among the three children or their representatives.
The defendant, Thomas R. Tate, states further, that a customer, who dealt largely for years on credit, before and after the death of the testator, became insolvent and made an assignment for the benefit of his creditors, including the testator's estate; and that at a sale of the property by the assignees (during the life of Absalom T. Humphries, as we collect), he, Tate, in order to make the effects bring a fair price and to save so much of the debt as he could, became a bidder, and (271) purchased a tract of land containing 420 acres and took a conveyance to himself. He states, that the price was paid in *210 the debt due to the estate, and that he considered himself acting exclusively for the benefit of the estate, and that the only reason why he took the conveyance to himself was for the convenience of making sale of the land and bringing the proceeds into the funds of the factory, to which they properly belong; that he has been as yet unable to sell it, though it is fully worth the price which he bid for it, and, in the meanwhile, he has had it cultivated by the factory hands, who used the crops for provisions. With respect to the tract of land purchased by the executor, the Court can make no conclusive declaration in the present state of the case. We do not even understand the executor, as wishing it to be considered as real estate of the plaintiff's husband; but, rather, that it should be deemed a part of the factory property, and to be sold and accounted for as personalty, in the stead of the debt, which was paid for it. Whether he would have a right to have it thus treated, might admit of doubt; for prima facie an executor can not take land in the payment of debts and his purchases are upon his own account, unless at the election of those entitled to the estate. It does not appear that Absalom T. Humphries made an election, or that he knew the facts, in his lifetime. The executor himself, who has since become the executor and residuary legatee of A. T. H., can not elect to the prejudice of the widow. We can not tell what she will elect. This land is not mentioned in the bill at all, but the facts respecting it are found in the answer exclusively; and the plaintiff has not informed us what she wishes. Unless she should choose to have it treated as a purchase for the benefit of her husband, and, further, to consider it as his land in equity (so that (272) under the statute she is entitled to dower therein) no question can arise touching it in the present suit. For, unless she thus elects, then as between Mr. Tate, as the executor of H. Humphries, and her husband and herself, the executor is chargeable to the estate either for the price given by him for this land to his own use, or the land itself would in this Court have the character of personalty, as a part of the joint factory property. In either case, it would be taken out of this course, in which the plaintiff is seeking alone for dower out of the real estate. It is apparently so much more to the advantage of the plaintiff not to treat this interest as land vested in her *211 husband, in which case she would have a life-estate in one-third of her husband's third, but rather as personalty, or as a liability of the executor for the price he gave for it out of the joint funds, in which case she will have absolutely a third of her husband's third, that we do not anticipate she will elect to treat it as real estate. But it is possible she may wish to do so; and if she should, it will then be time enough to determine whether she can make the election, and the effect of it in this suit. Until she shall elect or offer to elect to treat it as land, it isprima facie not so; and therefore the plaintiff can not for the present be declared entitled to dower in it.
The proceeds of the land sold by the executor, under a power for that purpose, go also, by the express provisions of the will, to swell the testator's personal estate, given to his three children. In that form the plaintiff will have the benefit of it in her suit for a distributive share of her late husband's estate. No profits were received since the death of Absalom T. Humphries from the two parcels sold; and, the purchaser, by the execution of the power, claims under the will, which created the power, in the same manner as if the devise had been to him; and therefore the legal title, which descended to the heirs from the testator, was superseded, and the right to dower therein, discharged even at law and much more in this (273) Court.
The plaintiff can not have dower in the land conveyed by Young, according to the agreement between Mitchell and H. Humphries, viewing it either in the light of a mortgage or security for that part of the purchase-money which Humphries advanced, or as an estate in fee in H. Humphries subject to the life-estate of Mitchell and his wife. It is true, the wife of a mortgagee in fee, after forfeiture, may recover dower at law; but in equity she is subject to be redeemed as the husband's heir is, because equity considers the mortgagee a trustee for the mortgagor or his personal representative. Nash v. Preston, Cro. Car., 190. Therefore, when the wife applies in the first instance to the court of equity for dower, it can not be decreed to her upon the score of her legal right, when it is disclosed, that in conscience she can not keep it. Neither can she have dower in this land in the other aspect in which it may be viewed. For if the instrument between Humphries and Mitchell, which is not laid before us, be a legal conveyance of a life-estate to the latter, the wife can not have dower for want of the seizin of the husband; for the right of dower only attaches to the immediate estate of freehold as well as the inheritance, and here the tenant for life was living at the death *212 of the husband. But if the contract was executory, merely, still it would convert the vendor and his heirs into trustees for the vendee of a life-estate; and that, in this Court, is deemed the ownership of the land, and, being outstanding, defeats the wife's dower, in equity.
But of the dwelling house and lot and the factory and the lands attached, the wife has, in the opinion of the Court, the right of dower, though she can not be let into possession as yet, nor have a decree for a share of the profits or rents. An estate for years, prior to the estate of inheritance limited to the husband, does not prevent the seizin of the immediate estate of inheritance by the husband, and the wife will be (274) dowable of the land, subject to the term. Bates v. Bates, 1 Ld. Ray., 326, Co. Lit., 29, b. 32, a. If rent be reserved on the term, the widow endowed of the reversion is entitled to her share of the rent. Wheatly v. Best, Cro. Eliz., 564; Stroughton v.Leigh, 1 Taunt., 402. But if the preceding term yields no rent, as when there is a gift by will, for example, to one for a term, remainder to another in fee, the wife of the latter, though she has a right of dower and though it may be assigned her, takes subject to the term, and can neither enter nor receive any profit, till the determination of the term. The same rule applies to all chattel interests in land as well as to terms, strictly speaking. Park on Dower, 78. Thus, where one devised, that, if his personal estate should not be sufficient for payment of his debts and legacies, his executors should pay them out of the profits of his real estate, and then to his son in tail, and the son married and died before the debts were paid; it was held that the executors had but a chattel interest, and that the wife had a right to dower. Co. Lit., 42; Hitchen v. Hitchen, 2 Vern., 403; Prec. in Ch., 133. Similar to that is the case here, in respect of the factory and the real estate given with it. It is devised in fee to the testator's three children, two of whom are infants and were incapable of managing a property of this sort, of which the chief value consisted in the buildings and machinery of a very large cotton factory; and for that reason the testator intercepted the immediate devise to them by placing the whole property, real and personal, as a joint stock, under the management and keeping of his executor, until his youngest child shall come of age or marry; and, upon either of those events, he directs the property and all the profits, then accumulated in the hands of the executor, to be divided equally among the children. The title of all the personalty included in this clause was legally in the executor virtute officio; and it is manifest that the interest and property *213 of the realty were intended likewise to be in him for the limited period mentioned, because it is necessary to the power, which the testator bestows on him for conducting (275) the business. It is impossible that it was meant that the executor should not have the right of entry and possession, or that any one else, even one of the children, should have that right in exclusion of the executor. In the executor then, as executor, was vested a chattel interest, of which the duration can not extend beyond the full age or marriage of the youngest child. Therefore the plaintiff has a right of dower therein, but can not come to the enjoyment for the period prescribed, like it is in a recovery at law with a cesset executio. Co. Lit., 208, note, 1 P. Wil., 137. Of course she can not claim, as dower, any of the profits in the meanwhile, for they are not in the nature of rent, annexed in right to the reversion in the land, but they are given directly, as profits in money or other personal form, to the three children, and to be divided with the property itself, and then the plaintiff will have the benefit thereof in a way fully as advantageous to her.
For a similar reason, the plaintiff has a title to dower in the dwelling house and lot. Although the gift of that property to the son in fee precedes, in the clause, the disposition in favor of the two daughters and the son himself for a residence, yet the intention requires that their order should be transposed. Then the will would read, that the testator gives his dwelling house to his married daughter and her family and to his own two infant children, who were then living with the elder sister, until the youngest child shall come of age or marry; and upon that event he gives the remainder in fee to the son, who is dead, leaving a widow, and his youngest sister, of the age of 18 now alive and unmarried. It is not stated what family Mrs. Tate then had, further than that she certainly had one son (to whom the plaintiff's husband devised this house) and may have had others, as she had been married several years; and, at all events, it was understood by the testator that she might have more. The provisions, with the gifts (276) of the furniture in the house, and the declaration that no rent shall be payable, create a strong probability, that the testator meant that his family should, during the minority of his younger children, live together as one family, and thence an implication that the gift was to them, and to the survivor of them, for their, his, or her personal use and enjoyment. But that need not be determined now, since, if such be not the construction, the gift to the three children and the family of one of them did not merge in the remainder given in fee *214 to the son, because it was given as one term to them all. Therefore, if the interest of the son did not survive to his sisters by force of the testator's particular intention, it yet subsists in his executor, yielding no rent, and therefore the wife must await its expiration. It is true, that parts of the premises are to be let by the executor, but the rent to be reserved is not incident to the reversion, of which the plaintiff seeks to be endowed, but goes into the personal estate and is divisible among all the children.
The counsel for the defendants, however, took some other objections, deducible from two of our statutes. The one is, in reference to the devise of the factory property, that it is a devise in joint tenancy, and that the Act of 1784 abolishes the jus accrescendi in favor only of the heir of the tenant first dying, and is silent as to his wife. To this there are two answers. The first is, that this is not a joint tenancy, but a tenancy in common. The devise is to the three children — "to be kept together as joint stock until Sarah L. shall arrive to 21, and then the whole property and its increase shall beequally divided between them — to each one-third part": which is an express tenancy in common, being a gift of undivided property in distinct shares. The next answer is, that the Act of 1784 has two clauses: one, that the part of any tenant dying shall not go to the surviving tenant; and the other, that it shall descend to the heir of the tenant so dying, in the same manner as estates in common. The first is the (277) important provision, being in destruction of the previous right of the survivor; and the second is a natural and mere consequence from it, because the heir must take, if the other does not, since there is no one else on whom the law can throw the inheritance, unless under the operation of the odious principle of escheat — which was certainly not meant. Then, when the heir takes as heir, the whole interest is necessarily in the ancestor, and he becomes absolutely tenant of the fee; to which dower is incident and the power of devising. It is to be remarked, indeed, that the argument for the defendants excludes them in this case as well as the wife; for, while the act is silent as to the wife of the tenant dying, it is equally silent as to his devisees, and both Mr. Tate and his son must take in that character, because neither is an heir of the testator, Absalom T. Humphries. It is true, the act does not abolish joint tenancy, nor turn it into a tenancy in common. But it modifies it as far as this, that upon the death of one of the tenants, it prevents the survivor from taking anything more than the share he before had, and makes what the dying tenant *215 owned at his death descendible, as if it were a tenancy in common; which amounts to a several inheritance at his death in each tenant in his share, with all the rights and properties incident to that estate. Of consequence a title to dower arises to the wife, who is so much favored in the law, that her right of dower was put by an ancient maxim upon the same footing with life and liberty.
But another objection is taken, which applies equally to the factory property, and to the dwelling house, which is, that the dower of the plaintiff is excluded by the previous chattel interests of the executor, and of the three children, which prevented her husband from being possessed, though seized of the premises at the time of his death. This objection is founded on the Revised Statute, Ch. 121, sec. 1, which gives a right of dower, that is, "one-third part of all (278) the lands, tenements, and hereditaments of which her husband died seized and possessed": So that, it is said, there must have been both a seizin and possession of the husband, to entitle the wife to dower. In the Act of 1784, Ch. 204, sec. 8, the disjunctive or is used, the words being "seized or possessed." It was never understood in the profession, why the term "possessed" was introduced into that statute; as it certainly was not intended, that there should be dower of terms for years, or that the rule of the common law should be abrogated, which makes a legal seizin in the husband sufficient to support a title to dower. Such a construction was not given to the act on either point. On the contrary, it was always held, that the term "seized" was used in it in the same sense as in the common law touching dower, and that the only effect of the act was to change the extent of the right to dower from a third of the land, of which the husband was seized during the coverture, to a third of that of which he died seized. We can not suppose the Legislature intended in the Revised Statutes of 1836 to alter the Act of 1784 in this respect. The section is printed as being the 8th section of the Act of 1784, reenacted without amendment; and, so far as it relates to dower, it is, leaving out the preamble, a copy from the Act of 1784, with the exception of the wordand instead of or in the part designating the lands of which the wife shall be dowable. The natural conclusion then is, that it was a mere mistake in copying or printing; and the new act was not intended to be different in this respect from the former, especially in the very important point of excluding dower, where a term for years or any trivial chattel interest precedes the inheritance of the husband and subsists at his death. It can not be possible, *216 that the Legislature, for example, meant to enable the husband to bar his wife's dower, by making a lease for a year, and keeping it on foot from year to year to his death; which would be a complete destruction of the right, except at the will (279) of the husband. Therefore the Court holds, that, notwithstanding the use of the copulative conjunction in the Act of 1836, instead of the disjunctive, as in the Act of 1784, the recent act should receive the same construction in this respect that was put on the former. In point of law, however, the owner of the inheritance is not only seized, but is said to be possessed, for the purposes of dower and curtesy, when the reversion or remainder is not after a freehold, but after a term for years only. The possession of the tenant for years is the possession of the reversioner. At the time that the titles by dower and curtesy were established, the interest of a termor was so little regarded, as not to form an impediment to the rights or remedies of the reversioner, to which he would be entitled if in the actual possession. This was the foundation of the rule originally, which let in dower and curtesy in such cases. Park on Dower, 78. But even now the possession of the tenant is considered that of the reversioner for most purposes, but that of protecting the interest of the tenant, as an estate, against the wrong of the reversioner. Roper on Husband and Wife, 861. As we have seen before, a term did not impede dower; and that is not to be attributed to the rule, that the title to dower attaches to a legal seizin. For, the same is true of curtesy, though to that legal seizin is not sufficient, but actual seizin is requisite. If the wife be seized of the inheritance, subject to a term for years, such chattel interest will not prevent the wife's seizin of the freehold and inheritance, as required to found the right to curtesy; as the possession of the lessee is the possession of the wife, as the owner of the freeholder and inheritance. Co. Lit., 29, a, note 1. Where a woman inherited an estate tail, which was under leases for years, and died before she or her husband had received rent, Lord Hardwicke upon the bill of the husband declared him entitled to the rents in arrear, and also to curtesy in the estate; because he considered the possession of (280) the lessees to be that of the wife, and thus to give her for this purpose the actual, and not the mere legal, seizin. DeGrey v. Richardson, 3 Atk., 469. If, then, the Act of 1836, changed the preceding law, so as to require actual, and not legal, seizin, merely, to constitute a title to dower, there would in this case be that species of possession in the wife, which amounts to actual seizin, and complies with the *217 letter of the act. But, for the reason before given, the Court entertains the opinion, that the one act was intended to be taken from the other, and therefore that, notwithstanding this accidental variance, they are to be received in the same sense.
The Court therefore holds, that Absalom T. Humphries' widow is entitled to dower in the dwelling house, lot and outhouses, and in the factory land and tracts devised with it, mentioned in the pleadings; but as her husband could not have called for a division, and his enjoyment was temporarily suspended by his father's will, which gave the enjoyment to others, not rendering rent, she must also wait for the same period before she can have a decree for the enjoyment of her widow's estate.
It will be perceived, that the case has been treated as if the provision for the plaintiff in her husband's will had no effect whatever, after her dissent entered, and as if he had died intestate. It has been thus treated by the Court, because the counsel for the parties presented the case in that manner, and because, with the counsel, the Court has not perceived, that it would make any difference to these parties, whether the provision in a will for a wife is good pro tanto, notwithstanding her dissent, or is, upon her dissent, to be disregarded altogether. We have not thought it necessary, therefore, to give any opinion on that point.
PER CURIAM. DECREED ACCORDINGLY.
Cited: Barnes v. Raper,
(281)
