Commonwealth v. Cooper
Commonwealth v. Cooper
Opinion of the Court
Where a mortgage debt is not the personal debt of a testator, but of a previous owner of the estate by whom it was conveyed to the testator subject to the mortgage, such debt constitutes a primary charge on the land. But the burden of it will not be placed on the land, where the continuance of such charge would be repugnant to some of the provisions of the will or operate to defeat them. Whenever it appears to have been the intention of the testator that a devise of real estate, which is subject to a mortgage made by a third person, shall take effect so that the devisee shall receive and hold the same discharged of such mortgage, equity will require that the property of the testator shall be so marshalled as to carry such intention into effect, and the mortgage debt in such case will be held to form a proper charge upon the personalty. Cumberland v. Codrington, 3 Johns. Ch. 229, 257, 272. Rogers v. Rogers, 1 Paige, 188. Hewes v. Dehon, 3 Gray, 206, 208.
It seems to us that this case comes within the principle last stated, and that the continuance of the charge of the mortgage
This conclusion is fortified by the evidence, which shows that these objects of his bounty had for a long time constituted members of his household, and that he would naturally desire to continue to them the comfort of a home after his decease. These facts may be considered for the purpose of placing those who have occasion to interpret the will in the situation of the testator.
Great stress is placed by the learned counsel for the residuary legatees on the fact, that an express provision is made by the will for the payment of a debt for which the bank stock devised in trust was pledged by the testator in his lifetime, and that no similar provision is inserted for the payment of the-mortgage on
“ Second. I give to Mrs. Sophia Bishop, of Boston aforesaid, who has for so long resided in mj house and faithfully cared for me, all my apparel, my household furniture, bed and table linen ; the same being in the house I own and occupy in Dwight Street, in said Boston.
“ Third. I give to William T. Andrews, Esquire, aforesaid, my house and land in Dwight Street, in the said Boston, which I now occupy ; and also my shares of the capital stock of the Globe Bank in Boston, valued, at their par value, at fifty-six hundred dollars ; to hold and manage the same in trust:
“ First, To permit the said Sophia Bishop to occupy and have the use and benefit of the said house in Dwight Street during her natural life, she paying the taxes thereon assessed while she shall so occupy the same; and,
“ Secondly, To hold and manage the whole of the said property as a trust fund, subject to her right to occupy the house as aforesaid, if she shall wish to do so; and to collect and to pay over to her, on her receipt therefor, the net income thereof semi-annually during her natural life; and,
“ Thirdly, Upon her decease, to convey and deliver the said real and personal estate and trust fund to Jane Gove Bishop, daughter of the said Sophia Bishop, free and discharged from . all trusts; to have and to hold the same to her and her heirs and assigns forever.
“ Fourth. My bank stock aforesaid being under pledge and security for the payment of four thousand dollars, or thereabouts, I direct my executor to pay the whole sum for which it is pledged, as soon as it can conveniently be done, so that the said bank stock may be free from incumbrance; such payment to be made out of property not specifically herein devised.”
The residue of the estate was given to the nephews and nieces of the testator.
The parties agreed upon the following facts, so far as the same might be competent and material: The testator died in
Even if the testator had died intestate, the mortgage, having formed part of the consideration of the purchase, should be charged on his personal estate, to the exoneration of the land. Seaver v. Lewis, 14 Mass. 87. Hewes v. Dehon, 3 Gray, 206. 1 Story on Eq. § 576. 2 Jarman on Wills, 558, 561-564. Parsons v. Freeman, Ambl. 115; S. C. 2 P. W. 664, n. Rochfort v. Belvidere, Wallis & Lyne, 49, 50; S. C. 5 Bro. P. C. (2d ed.) 299, 311. Billinghurst v. Walker, 2 Bro. C. C. 608. Oxford v. Rodney, 14 Ves. 424. 1 Sugd. Vend. (9th ed.) 188. 1 White & Tudor’s Lead. Cas. in Eq. 533. Hoff’s Appeal, 24 Penn. State R. 205. Thompson v. Thompson, 4 Ohio State R. 350. Such was the intent of the testator, on the face of the will. Cumberland v. Codrington, 3 Johns. Ch. 272. Hewes v. Dehon, and Thompson v. Thompson, ubi supra. Williams v. Bradley, 3 Allen, 280. This construction is fortified by the facts agreed, which are competent for the purpose of placing the court in the situation of the testator. Williams v. Bradley, 3 Allen, 280. Tucker v. Seamen’s Aid Society, 7 Met. 205.
The will itself contains no direction and indicates no intention that the mortgage eliall be paid by the executor. There must be in the will a
The following decree was entered :
This case came on to be heard and was argued by counsel, and the court having considered the same do find and declare that a concluded agreement was made between the plaintiffs on the one part and the defendant on the other part, as is stated in the said bill, the terms whereof appear in and by the letter of the defendant of the date of the 24th day of April A. D. 1860, which is set out in the said bill, and that the plaintiffs are entitled to the specific performance thereof, and that by force of the said agreement the defendant became charged with the trust
The parties thereupon filed a written agreement, stating that the damages to which the plaintiffs were entitled under the foregoing decree were agreed to be $22,174.19, including costs; and a further- decree was made, reciting the above agreement, and ordering and decreeing that the said sum is the amount which the plaintiffs are entitled to recover, and that the defendant pay the same.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.