20 How. Pr. 41 | N.Y. Sup. Ct. | 1860
The referee reported both his conclusions of fact, and the evidence taken before him, and this evidence is part of the case upon which the appeals were argued. There were some questions of fact raised and discussed at the argument before us, and I have examined the pleadings and proofs with reference to these, as well as the other points in the case. It may perhaps admit of some doubt whether we can consider these questions, or the correctness of the conclusions of the referee or the court at special term, as far as they were purely conclusions of fact. But waiving any such difficulty, if there be any, I am satisfied with the results obtained in these particulars in the court below, and I shall assume and will proceed to state the facts as I understand them to be, and to have been found at the trial.
1. The lands in question were owned by Thomas Wilson, who died in June, 1812, leaving a will made on the 28th day of April in that year, by which he devised all his lands to his son, Thomas M. Wilson, in fee, charged with the
2. It further appears that in June, 1812, after the death of the testator, Thomas Wilson, Elizabeth Park executed and delivered a release and quit-claim to Thomas M. Wilson of all claim or right of claim which she then had, or which might thereafter arise to her or to her heirs or assigns, to the real estate in question by virtue of the codicil. Upon
3. It further appeared that on the 1st day-of July, 1823, Thomas M. Wilson mortgaged to James Wilson, the present plaintiff, 24 acres, part of the land now in question, to secure the payment of $1561.25, which mortgage was duly recorded on the. 17th of February, 1825. After Thomas M. Wilson’s death, James Wilson, in consideration of $1525.71, paid to him by Richard Head, assigned this indenture of mortgage to said Mead. The assignment contained no covenants, but it purported to. assign, transfer,, and set over, not only the mortgage, but “the land and premises described therein.” Richard Mead is dead, and his administrator, Thomas A. Mead, is made a defendant, and asserts and asks payment of. this mortgage. Whether it can be enforced, and against what interest or estate of either of the parties to the action, is - the other principal question before us. I will proceed to consider these three questions. There are some other pbiiits of controversy of a minor character, to which it may be necessary to allude.
It is well settled that the words “ die without issue,” and “ die- without, leaving issue”’ in a devise of real estate, import' an indefinite failure of issue, and not the failure of issue at the death of the first taker. Ithas sometimes been attempted to make a distinction between the words, b without issue,” and “ without leaving issue,” but the attempt has not been successful. (See Duentry agt. Duentry, 6 T. R., 307; Penny agt. Agar, 12 East, 253; Romilly agt. James, 6 Taunt., 263; and Forth agt. Chapman, 1 P. Wms., 663.) The case of Patterson agt. Ellis, in the court of errors of this state, (11 Wend., 259,) asserts the doctrine broadly, and is conclusive against any distinction between “ without issue” and “without leaving issue,” as to their legal effect' before the Revised Statutes. Chief justice Parsons declares the rule in the same way in Ide agt. Ide, (5 Mass. R., 500.)
Since the statute De Donis, (13 Edw. I.,) and the statute
The effect of this was to cut off contingent remainders limited upon failure of issue after an estate tail, since they could not be limited upon a fee simple, which exhausts the entire estate. A limitation of lands upon failure of issue of the first taker imported an indefinite failure of issue, as has been already stated, and therefore such a limitation could not be supported as an executory devise, because it would not necessarily vest within the period beyond which such an estate could not extend at common law, viz., a life or lives in being, and twenty-one years and nine months afterwards. The result was that since the statute of 1786, a limitation of a future contingent estate upon failure of issue was void, both as a contingent remainder and an executory devise, and the first devisee took the whole estate.
These propositions do not require authorities to sustain them. Besides the cases which have been referred to, and the older English authorities which are cited in them, it is sufficient to mention Jackson agt. Bellinger, (18 J. R., 368,) and the two series of cases upon the Eden will, which are, or ought to be, familiar to every lawyer; and some of which I will presently refer to for another purpose. (Anderson agt. Jackson, 16 J. R., 332; Lion agt. Burtis, 20 J. R., 483; Wilkes agt. Lion, 2 Cow., 338. See also Fosdick agt. Cornell, 1 J. R., 440 ; Jackson agt. Staats, 11 J. R., 337; Jackson agt. Thompson, 6 Cow., 178; Patterson agt. Ellis, II Wend., 259; Cutter agt. Doughty, 23 Wend., 513 ; Lott agt. Wyckoff, 2 Comst., 355.)
The case of Fosdick agt. Cornell was approved, and followed in Jackson agt. Staats, (11 J. R., 331;) and that of Anderson agt. Jackson was followed in the other Eden cases, and was deliberately re-affirmed in the court of errors in Wilkes agt. Lion, (2 Cow., 333.) In Cutter agt. Doughty, 23 Wend., 513,) Judge Cowen says “ It is too late to con
In the case before us, the devise is to the effect that, if Thomas M. Wilson, the first devisee, should die without leaving male issue, the lands are to go the one half to his widow, during her life or widowhood, and upon her death or marriage, the real estate shall be equally divided between James, Elizabeth, and the children of Thomas. It is contended that t-his case “ differs from those which have been cited, and is not controlled by the Eden cases,” because the devise here is not expressed in the same terms, and is not to survivors, and because a portion of it at least is to persons who might come into being after the will took effect, the children of Thomas M. Wilson. This cannot, however, make any difference in the principle which controls the case in this particular, or in the result.
The word survivors is not insisted upon in the cases as a technical word, which is to change the meaning of the limitation. Any language which indicates the time when the limitation is to take effect, is sufficient. The rule which affixed a certain meaning to the words “ dying without issue,” was a rule of property, and it was steadily adhered to as such. But could it be controlled by a contrary intention properly manifested by a testator ? and all that is sought is legal evidence of such intention. In the leading-case of FosdicJc agt. Cornell, the court argued the intention of the testator from the whole will, and the use of the word survivors was only mentioned as one circumstance. In Jackson agt. Billinger, (18 J. R., 380,) the observations of Chief Justice Spencer are very pertinent to show the reason of the decisions, and in Lion agt. Burtis, (20 J. R., 483,) the same judge is equally explicit. He says there that
Nor is it the fact merely that the devise over is to persons who are in fact in esse, which is the controlling circumstance. That fact shows that the devise must have been intended to take effect upon the death of the first devisee. This is the material feature, and it is sufficient to discover any clear evidence of this in the will.
In the present case there is a devise, upon the death of Thomas M. Wilson without male issue, of one half the lands to his widow for life or widowhood, and upon the termination of this estate the ulterior devises are to vest in possession. It is obvious that the testator contemplated the period of the death of Thomas M. Wilson as the period when the limitation over should take effect. There is a life estate limited to a person in esse upon the failure of issue of the first devisee, and a subsequent division of the property directed at the termination of the life estate.
Without indulging in conjecture, and without going beyond the language of the will, the inference-is plain that the testator intended that the estate, limited upon failure of male issue of Thomas M. Wilson, should vest successively at the death of Thomas.
Another question was argued, whether the devise over was of the whole or only half the estate. The language of the codicil is “upon her death or marriage it shall be equally divided,” &c.; and the heirs of Thomas M. Wilson contend that the codicil only revoked the will as to half the estate, and that Thomas M. took an absolute fee by the will in the residue. I think, however, that the testator manifestly intended to revoke the whole devise, and to give all the property in one direction when he made the codicil. He disposes of the whole of it, or intends to do so by the
I conclude, therefore, that Thomas M. Wilson, by the will and codicil of his father, took a defeasible fee in the whole of these lands, and that upon his death without male issue, and the death of his widow, the land passed by executory devise to James Wilson, Elizabeth Park, and the children of Thomas M. Wilson in fee, unless the share of Mrs. Park had been previously conveyed by her release, which is the next question in this case.
The children of Mrs. Park deny the existence of the release which their mother is alleged to have executed. But I concur with the referee and the judge at special term, that it is sufficiently proved to have been made, and to have all the incidents necessary to such a paper. As to the consideration, which is also disputed, the observations of Judge Lott appear to me conclusive. It is the most reasonable and natural explanation of the transaction that Thomas M. Wilson refused to accept the devise and pay off the charges, and in particular the debt of his father to the husband of Mrs. Park, unless she would release her contingent interest in the property to him. As to fraud or imposition in procuring this instrument, if that issue were raised, there certainly is not enough in the evidence to justify a court in setting aside such a solemn and deliberate act.
When the release was executed, Thomas M. Wilson was in possession of the lands under his father’s will and codicil, under which he took a determinable fee. The execution
The referee held that such a right could not pass by a release upon the authority of Eden cases, especially Jackson agt. Waldron, (13 Wend., 178.) The judge at special term considered that the decision in that case was no longer the law, since the recent case of Miller agt. Emans in the court of appeals, (19 N. Y. R., 384.) Judge Selden, in the opinion which he delivered in the latter case, remarks that the case before him may be distinguished from Anderson agt. Jackson, (16 J. R., 382.) I confess I do not well see how in any particular in which that case was material, or why these two cases should be distinguished, since the doctrine of Anderson agt. Jackson is precisely that which is assumed on all hands, and the basis for the decision in Miller agt. Emans as'to the character of the estates of the parties. I am inclined to think that the learned judge meant to say that the case before him could be distinguished from Jackson agt. Waldron, (13 Wend., 178.)
I apprehend the nature of the right attempted to be released or assigned is the same in Jackson agt. Waldron, and in Miller agt. Emans. In both there was an executory devise contingent upon survivorship and the failure of issue. There is a difference in favor of the greater certainty or the less remoteness of the contingency in the present case, because it does not depend upon survivorship, but upon the determination of the prior fee only. There is also a difference in the three cases in respect to the conveyances. In
In the case of Miller agt. Emans, a certain number of several persons seized of an estate, which Judge Selden holds must be assimilated to a joint tenancy, executed a conveyance in the form of a release and quit-claim to their co-tenants who were in actual possession, and this release was held to pass both their present estate and their future right.
In the case at bar, one of three or more persons entitled to a contingent right upon the death of Thomas M. Wilson without male issue, released to Thomas M. Wilson, while in possession, and entitled to the precedent estate. This is a case entirely distinguishable from that which arose under the Eden title, if Judge Strong’s construction of that case
I concur with my associate who heard the case at the special term, that the release of Elizabeth Park was valid and effectual to vest in Thomas M. Wilson all her contingent right which afterwards became, a vested estate in him.
The third principal question in the case arises upon the mortgage made by Thomas M. Wilson on the 26th day of June, 1823. Thomas M. Wilson, in order to pay or secure the payment of the two legacies given by the testator, and charged upon the lands which he took under the will and codicil, one of seven hundred and fifty dollars to the widoAV, and one of like amount to James Wilson, executed a mort
But the question now is whether this contingent interest, or possibility coupled with an interest, could be bound or charged by a mortgage—that is, substantially, whether it was assignable—and this is a question not decided in any of the cases to which I have referred.
Senator Tracy asserts it to be the doctrine of the older cases, that a contingent interest, though devisable is not assignable, and that the more recent decisions do not trench upon that rule. The remark was not necessary in the decision of the cause, and I think with deference was hardly correct. The opinion or impression may no doubt be traced in a great degree to Lampet’s case, (10 Rep. 46.) Lord Coke does say it was resolved in that case that an executory interest is a term which was devised for life to one, and then for the residue to another, was not assignable to a stranger.. But what was adjudged in the case was that this interest in the latter was releasable to the tenant for life. Executory devises had then but just been introduced into the law, and they were regarded by the elder lawyers with a strictness which has since been relaxed. Without adverting to the whole series of decisions, it will be sufficient to cite a few of the more recent. In the case of Jones agt. Roe, (3 T. R., 88, 93,) Lord Kenyon seems to have considered that it had come to be settled by degrees that such interests were descendible, releasable, and assignable, and that the only question remaining was if they were devisable, which he expresses a determination to put at rest. So the other judges gave their opinion seriatim—thought that the case turned upon the statute of wills, and upon the question whether the language of the statute was broad enough to include the interest or estate in question. I think the modern authorities and the text-books will sustain the proposition, that devisable and assignable are convertible terms in reference to contingent interests, and I see no
I am of the opinion that Mrs. Park could have made a valid mortgage upon her interest, and that her assignee, Thomas M. Wilson, was equally competent. It follows that the mortgage which was made by the latter was a lien, not only on his own estate under the codicil in all the lands described which determined at his death, but also upon the fee in one-third of those lands which his children took as heirs to their father, through the release of Mrs. Park. This being so, it seems to me that there is no occasion or opportunity to invoke the law of estoppel against the plain
The conclusions at which I have thus arrived, dispose of the questions which were discussed as to the equities between James Wilson and Thomas M. Wilson’s children.
There was another point raised in behalf of the defendant, Mary L. Wilson, and others, that they should be paid the expenditures made by their father in permanent improve
My opinion, therefore, is, that there should he a modification in relation to the mortgage of Thomas M. Wilson in conformity with this opinion, and that, in other respects, the judgment should be affirmed. But my brethren do not concur in this view of the effect of the assignment by James Wilson. They consider him bound to make the mortgage good out of his own share of this property, in consequence of his assignment, upon a similar principle to that which was acted upon by the referee, although applied to a different state of facts. In their view of the case, James Wilson, having assigned, without qualification, a mortgage which described the premises generally, or the estate of the mortgagee as if he owned the whole, is not at liberty to assert that he, the assignor, is the owner of a share of the lands not subject to the mortgage; I am not able, as I have said, to concur in this view of this part of the case, or in consequences which are deduced from it. Upon these other points presented by the case, the court are unanimous, and it being the opinion of a majority of the court that this portion of the judgment is also correct, the whole judgment is affirmed.
The costs of all the parties on appeal will be paid out of the fund.