Ballard v. Carter
Ballard v. Carter
Opinion of the Court
The opinion of the Court was drawn up by
The demandants claim one sixth part of the tenement described in the writ, by descent from John Ballard, their grandfather, who died seised thereof; and they have a right to recover according to their demand, unless the same passed by the will of John Ballard to Sally Carter, wife of the tenant, and to John and Joseph Ballard, by the residuary clause in the will. The tenement demanded had not been devised, except by this residuary clause, and provision was made by legacy or devise, for all his children and grandchildren, in the will. So that if this were his estate at the time of making the will, as it was at the time of his death, there is no doubt it would have passed to the residuary devisees. The objections to the title under the will are, to be sure, of a technical character, but the rules on this subject have
Without doubt, in most instances of wills which purport a disposition of the whole estate of the testator by particular bequests and a general residuary clause, it is intended to dispose of all of which the testator is the owner at the time of his death, without distinguishing between that real estate which he may own at the time of making the will, and that to which he acquired a title afterwards ; and yet the rule is explicit and inflexible, that real estate acquired after making the will goes to the heirs as undevised estate ; and this rule seems to have been founded on the interest which the law always takes in heirs, otherwise the same rule would apply to subsequent acquisitions of personal estate.
Now with respect to the mortgage, we think the right of the testator would have passed to the devisees under the general clause, if it had continued in the same form to the
But then the case is met by another objection not less formidable, which, if not surmounted, is fatal to the title of the devisees. If the mortgaged estate is to be considered as at an end, and the mortgage discharged or cancelled on the 31st of March, when the notes were given up and the absolute deed given, then clearly there was a new purchase, and according to the first proposition, which we suppose is not disputed, the estate is undevised. But admitting that the interest conveyed by the mortgage continued, so that the absolute deed is to be considered as a purchase of the equity of redemption only, operating by way of release, so that the
The general principle, as laid down by Jlshhurst J. and the rest of the court, in the great case of Goodtitle v. Otway, 7 T. R. 419, is, that in order to dispose of an estate by will, it is necessary that the party devising should have the ownership of the land in him at the time of making the will, and that there should be a continuance of the same interest till the time of the death of the devisor, when the will is to take effect. This then is the rule by which this case fnust be settled.
Previously to the 15th of March, 1819, when the will was made, the testator was seised in fee, but in mortgage, of the estate demanded. He continued so seised until the 31st of March, when he purchased out the mortgager, by cancelling his debt and paying him the residue of the agreed value, and took an absolute deed. The mortgage deed remains uncancelled, but the notes given as collateral security were given up. There are two lights in which this may be viewed, either as a new title arising under the last deed, or as a foreclosure by a purchase of the equity of redemption, so that the absolute deed would operate as a release. If the first character is attributed to it, then clearly the will did not operate on the estate, for it was a new acquisition ; if the second, then, according to the authorities, there is such a change in the estate as amounts in law to a revocation of the devise of the mortgage. We think the authorities are clear and decisive on this point. “ If a mortgagee,” says Roberts on Wills, “ after making his will, forecloses the mortgage, or obtains a release of the equity of redemption, the mortgaged lands will not pass inclusively, under the general words, lands, tenements, and hereditaments, contained in the will, but will go as an acquisition or purchase subsequent to the will, to the testator’s heir at law.” 1 Roberts on Wills, 93, cites 1 Atk. 605, — 2 Vern 621, — 1 Vern. 3, — 2 Vent. 351, — 3 P. Wms. 62, — Co. Lit. 203 b, n. 96, — 3 Ves. jun. 348,—4 Ves. jun. 147. This passage in Roberts probably is grounded upon the prm
The case before us presented much stronger features of change, than those which have been cited, or others in the books. The testator, at the making of the will, had only a mortgage upon the estate, to secure a debt of about one half the value. After making the will, he cancels the debt, takes a deed without condition, paying the difference in value between the debt and the estate. The mortgage, though not in fact cancelled or destroyed, must be considered as sunk or merged in the absolute conveyance ; and this was an entirely new purchase, which seems to have no legal connexion with the mortgage. If it had.
The cases cited by the tenant’s counsel go principally to show, that where the testator, having a contract for the sale of land to him, which may be enforced in equity, devises the land and then obtains a legal title, the devise will hold. This is undoubtedly true, but upon the principle, that in equity what is contracted to be done is considered as done, and that in truth there is the same estate before and after the legal title passes. There is no contract however on the part of the mortgager, that he will sell the land to the mortgagee. It is true, that by the nature of the contract, there is a right to acquire a legal estate upon foreclosure ; but that foreclosure is deemed a new acquisition. In this case the devisees do not stand so well as they would upon a foreclosure by the testator after making his will; for the transaction of the 31st of March can be viewed in no other light than as a new purchase at that time.
Tenant defaulted.
See Hays v. Jackson, 6 Mass. R. 149. The law of Massachusetts on this head has been altered by statute, so that any estate, right or interest in .ands acquired by the testator, after the making of his will, shall pass thereby in like manner, as if possessed at the time of making the will, if such shall learly and manifestly appear by the will to have been the intention of the ¿estator. Revised Stat. c. 62, § 3.
See Ram on Assets, 424, et seq; Ram on the Exposition of Wills, 202 203 ; 4 Kent's Comm. (3d ed.) 311, n. c; Jackson v. Delaney, 13 Johns. R 537; Woodlumse v. Meredith, 1 Merivale, 450.
See Southerin v. Mendum, 5 N. Hamp. R. 430.
Reference
- Full Case Name
- Mary Ballard versus Thomas Carter
- Status
- Published