Emery v. Van Syckel
Emery v. Van Syckel
Opinion of the Court
The opinion of the court was delivered by
The object of this bill is to restrain the defendant, Van Syckel, from proceeding in an action of ejectment,
The testator died in 184.6, leaving, him surviving, his widow, Rhuhamah, and the complainant, Lydia, the wife of Nicholas Emory, who is his only child. In the year 1861, four several judgments were recovered at law against Nicholas Emery by his creditors, one of which was assigned to Van Syckel, and another was recovered in his own name. Upon these judgments executions were issued, and by virtue thereof the right, title, interest, and estate of Nicholas Emery, in the lands so devised, were levied on and sold by the sheriff of Hunterdon county, to the defendant, Van Syckel, for the sum of seventeen dollars, a deed for which was made to him by the sheriff on the 16th day of June, 1862, and on the next day, the seventeenth day of June, the action of ejectment was commenced against Nicholas Emery, to recover possession of the lands. The widow and Lydia Emery were admitted as defendants in that action, by rule of the court. The general ground of relief' claimed is, that, by the will, there is a separate equitable estate in the wife that cannot be reached by the creditors of the husband, and which it is the duty of a court of equity to protect. The will is very unskillfully drawn, and its construction is not without embarrassment. The intention of the testator, so far as it may be gathered from the will, should govern, unless it violates some rule of law. A particular reference to the will, is neces.sary to an understanding of tho question involved.
The testator first provides for his widow, by giving her an annuity of sixty dollars during her natural life, to be paid to her by his executors, provided she remains his widow, and directs his executors to place S1000 at interest as a fund for its payment, the principal, with the interest remaining at the death or marriage of the widow, to become a part of the residue of his estate. He also gave to her the use and occupation of one-third of the dwelling-house and kitchen
The next bequest is to George Servís Emery; a grandson of testator, and a child of Lydia; Of one thousand dollars, to be paid to him at the age of twenty-five years; and this is given, over and above his equal share in all the rest and residue of the estate j if he should die before attaining that age, the said legacy to become a part of the residue of the estate.
The will then gives to Lydia, all the testator’s books, and the remaining two-thirds of the household and kitchen furniture, and live stock, and proceeds in the language following: “Ialso give and bequeath to my daughter, Lydia, for and during the term of her natural life, my farm, on which L now reside, containing two hundred and sixty-eight acres, more or less, with the wood lot adjoining, together with all the rest and residué of my estate, both real and personal, and after her death, L do give, devise, and bequeath the same to her children, to M equally divided among them, share and share alike, when her youngest child shall attain the age of twenty-one years, subject, nevertheless; to the payment of the annuity of sixty dollars bequeathed to my wife, Rliuhamah, and also the payment of the one thousand dollars bequeathed to my grandson, George Servís Emery; and for the sure and certain payment of the said bequest, I do hereby Charge and
The testator then gives to a black girl her freedom, a bed, bedding, chest, and one cow; also the sum of twenty-four dollars a year, so long as she will support herself without the assistance of that sum and no longer, to be paid to her yearly by his executors; and adds, “ and for the certain payment thereof, my real estate is hereby charged and made liable.”
The executors named in the will are Nicholas Emery, the son-in-law, and William Alpaugh. Alpaugh, it appears by the answer, has not taken upon himself any part of the administration of the estate, and letters testamentary were granted to Nicholas Emery alone.
What kind of an estate did the complainant take under that
The testator had but the one child; she was married when he made the will. He did not intend to interfere with the rights of the husband to use and enjoy the estate of the wife, except only so far as it was necessary to save that estate for her benefit, in case it became jeoparded through him. He was willing that the husband, as such, should be benefited by it as long as he could, but when he could not be, then he wanted it secured to her sole and separate use.
This intention, I think, is fairly gathered from the will. The testator, under the well settled rules of equity, could have made the life estate a sole and separate estate in his daughter, from the time of his death, and thereby have entirely cut off the marital rights of the husband in the same. Equity could protect such a devise against the creditors of the husband, and also the husband himself. It is also now settled that an estate over which a single woman would have the absolute control, while single, may be secured to her sole and separate use by the testator, against the control of any future husband.
The testator, having the whole power of disposition, so as to entirely prevent the husband from asserting any claim to the use or profits of the land, in right of his marriage, could, without violation of any rule of law, permit the husband to enjoy them up to a certain contingency, and then, by the creation of a separate estate, completely prevent him. Instead of giving to the wife a sole and separate estate from the tes
The fifth clause of the will limits the legal estate first devised to the wife, and also the enjoyment of the husband therein, by the act of dispossession. The simple intention of the testator was not to interfere with the husband, but to let him exercise all his marital rights until the estate was in peril by a dispossession, and then he meant that those rights should end, and the estate be secured to her exclusively. It would seem as if he thought that by leaving the estate in the power of the husband, there might possibly be a dispossession of the wife, and that he did not mean, when that occurred, that she should be deprived of his bounty.
We can well understand how the testator may have preferred to let the son-in-law and daughter enjoy the homestead together, without any abridgment of the husband’s rights, as long as they could; how he may have wished that the husband should take the profits, as the husband naturally would, and ordinarily ought, and use them in the support of himself and family, without the possibility of any disturbance of the harmony between himself and wife, by the creation of an exclusive property in the wife; and also how, as a prudent man, looking to the comfort and sure sustenance of his only child with her children, and fearing that possibly she wbuld some day, by acts and circumstances beyond her control, be turned out of her home, he may have desired, in view of such a contingency, and upon its happening, to secure to her the income of the land, iudopendentof her husband and liis creditors. The devise under this will, in its whole scope, secures these objects. If the husband, either by his act of alienation, or through the action of creditors, caused his wife to be dispossessed, that would be the limit of any estate that he could have any right in. The dispossession of the wife from these premises, by any cause other than her own, fixed the limit of
There can be no valid objection against such a devise as the testator has here made. The policy of the law, which prevents the absolute devise or bequest of property from being restrained by restrictions repugnant to the character of the estate, cannot be raised as an objection, for the testator has not endeavored here to create an absolute estate for life in the husband, with an attempt to restrict him in the power of disposal, which necessarily belongs to such an estate, but he gives to the wife an estate, which the husband can take by law, up to a certain time, depending on a contingency ; and then his benefit in the devise ends. Neither is there any thing in the policy of the law, to prevent the limitation of such an estate as is here devised, upon a dispossession which may be occasioned by the act of alienation of the husband, or by his insolvency, or by his creditors in invitum. Such contingencies of limitation are now clearly recognized in cases of annuity, or other bequests.
The most recent English case upon that subject, is that of Rochford v. Hackman, 9 Hare 474, where the authorities are fully referred to. The case of Bramhall v. Ferris, 4 Kernan 41, is also a strong case upon the same point.
In 1 Jarman on Wills, 823, the author uses this language: “But though a testator is not allowed to vest in the object of his bounty, an unalienable interest exempt from the operation of bankruptcy; yet there is no principle of law which forbids his giving a life interest in real or personal property,with a proviso, making it to cease on such an event.” I see no reason why the same principle, that is so well settled in reference to annuities and other bequests, should not equally apply to the limitation of the enjoyment of real estate by the husband under his marital rights, upon such a contingency.
This, then, is the character of the interest that the husband
If this was only a trust estate with the legal interest in the executors, for her use, without being a sole and separate use, it would he a trust that could not be reached by proceedings at law by creditors of the husband; their power to affect it to their benefit, would only be in the Court of Chancery, where the court could make a settlement upon the wife, and the creditors be benefited, subject to such settlement; hut, if a trust to her sole and separate use, as it is, then the creditors of the husband could not reach it, even in the Court of Chancery. The separate estate of the wife, previous to the act of 1852, was purely a creature of a court of equity, and courts have gone far, and justly so, to aid in preserving estates for the wife and family, against the claims of the husband, or others through him. The general rule is, that no particular form of words is necessary to vest a separate estate in the wifo, but the intention to give her such an interest in opposition to the legal rights of the husband, must be clear and unequivocal. If it be plain from the language of the instrument, or from all the circumstances disclosed in it, that the intention was to create a separate interest in the wife, this intention will be sustained and carried out. A direction in the will, incompatible with the existence of the rights of the husband, will exclude him.
The English and American cases upon this subject, are mostly collected in the notes to Hulme v. Tenant, 1 White & Tudor’s Lead. Cas. in Eq. 401. The technical words to create
In the case of Lee v. Prieaux, 3 Brown C. C. 381, the words, “ their receipts in writing, respectively, shall be a sufficient discharge to my said trustee for the sum, or sums, so to be paid, &c.,” were construed, that the wife should have the power to give a discharge, so as to bar the husband.
In Dixon v. Olnies, 2 Cox 413, the words were : “ I devise and direct that the said bonds and mortgages be delivered up to my said niece, Lady Waltham, whenever she shall demand, or require the same.” The Lord Chancellor said, “ as these securities were to be given to Lady Waltham, on her demand, Lord Waltham could not have obtained them from the executors, without a demand made by Lady Waltham, which gave her the dominion over them, and they must therefore be considered as gi-ven to her separate use.”
In Wagstaff v. Smith, 9 Ves. 520, the words “ independent of her husband, or any future husband she may hereafter marry,” and in Pritchard v. Ames, 1 Turn. & R. 222, the words “ for her own use, and at her own disposal,” were held to vest a separate estate.
In the case of Stanton v. Hall, 2 Russ. & M. 175, Lord Chancellor Brougham uses this language: “ It was clear that no particular form of words was necessary in order to vest property in a married woman to her separate use. That intention, although not expressed in terms, might still be inferred from the nature of the provisions annexed to the gift; as where, for example, the direction was that the property should be at the wife’s own disposal, or that her receipts should be a good discharge; circumstances which raised a manifest implication that the marital right was meant to be excluded.” And in thecase of Tyler v. Lake, Ibid. 183, he says that the marital rights of the husband will be excluded where “ the donor annexes some' direction or condition to the gift, in a manner incompatible with the existence of the husband’s right. Of this nature are the phrases ‘ to be at the wife’s own disposal,’ or ‘to be enjoyed independent of the husband,’ or
These expressions of the Lord Chancellor are founded in authority, and no well considered case holds that he has gone too far. In the case of Blacklow v. Laws, 2 Hare 40, the Vice Chancellor evidently thought that the Lord Chancellor’s application of the rule to the particular words of the will or conveyance, was not sufficiently liberal; that the marital right was protected by a too strict construction; yet ho felt obliged to follow the doctrine of those cases.
The words nearest analogous to those in this will, are in the case of Lee v. Prieaux, 3 Brown C. C. 311; “ their receipts in writing, respectively, shall be a sufficient discharge.” This decision was made in 1791, and its authority has not been shaken by any subsequent case. At the common law, the husband could take the legacy or trust, and receipt for it, and his receipt alone was necessary. The implication from the power given to her to discharge, was that she should bar her husband. The testator, in the case before us, directs that “her receipt, and hers only, shall be sufficient for the same.” He intended that the trustees should, in no event, pay the rents to the husband; her receipt was their only discharge. Language could hardly be stronger, short of an express declaration showing that the husband was to be excluded from any rights in, or to them. The fact that the testator has created a trust after the dispossession, has also considerable meaning. It is a part of the very means provided to make the estate in the wife, different from what it was before the contingency.
In ordinary cases, the fact of an express trust would not have much bearing upon the character of the estate, for there can be a trust for the wife, to which the rights of the husband would attach; but when he permits the husband to enjoy till dispossession, and then changes the interest of the wife into a trust, it is some evidence that he did not intend
It has been suggested, that under this will the executors took the legal estate, as trustees, from the death of the testator.
Such a conclusion would prevent a court of law from disturbing it, and the relief prayed for in this bill would necessarily follow. But I am unable to discover from the will, any satisfactory evidence that the testator so intended. A legal estate in a trustee, may arise by necessary implication, and where the purposes of the will require it; but in this case, until dispossession, the language of this will is not sufficiently strong to require the legal estate to be in the trustees. It is certainly not given to them in express terms, and there is no duty required of them that makes it necessary for them to have it.
' The annuity of $60 to the widow, is only a charge upon the real estate. It is first provided for, by directing the -executors to place out at interest $1000 to raise it. Whether there was sufficient personal estate for that, does not appear. If there was, it was their duty first, to look to that; but if not, the real estate is only a security for it. And so the making of the real estate liable to pay the board and lodging of the widow, if she should give up her part of the house, creates only a charge upon it. It is true, that the will dL rects the annuity to be paid by the executors, also the board aind lodging, yet these duties do not require, in any way, the legal title for their performance. The executors would be trustees of the fund or moneys necessary to make these payments", and would have power under the will, to raise, through the Court of Chancery, out of the real estate, such fund or money. No power of sale, or appropriation of the yearly proceeds of the land, to that end, is given to the executors by the will. The provision of $24 a year to the black girl,
It does not appear to me to be necessary that George should collect this legacy through the executors; but if so, it is only a charge of the amount "to be made under the decree of chancery, out of the real estate. The executors being trustees to that end alone, and of the fund when raised, to pay it to George. The direction in the will for “ the executors to have the farm and buildings kept in good repair, and to see that no unnecessary waste or destruction of timber be committed on my said farm, or wood lot adjoining, and to carry this my last will and testament into effect, according to the true intent and moaning thereof,” could not, by any lair or necessary implication, vest in the executors any legal estate as trustees. When the trust estate commences upon dispossession, they then would have a legal estate for the benefit of the wife during the continuance of her interest, but before that occurs, this clause merely gives them a power to make those in possession perform that duty. A tenant for life would be required by law to keep the farm and buildings in repair against permissive waste, and he could also be prevented from committing any unnecessary waste or destruction of timber. These were the objects intended, it appears to, me, to be secured by that clause, and a power is given to the executors, as such, to see that they are carried out, and, if necessary, to compel it. No direction is given as to whether wood and timber shall bo cut for that end, or any part of the land shall be sold, or whether the proceeds of the land shall bear the burden. This clause gives the executors a power which would enable them, for the benefit of those in remainder, to obtain tho aid of a court to preserve the inheritance for them. Perhaps the executors would be justified
The trust, as a legal estate in the executors, lasts during the life of the wife, from the dispossession, and at her death ends; and if the husband survives, and the youngest child has not attained the age of twenty-one years, he takes “ the use, occupation, and profits ” till that occurs, giving him a legal estate during that period.
The only question remaining is, as to the relief prayed in the bill.
By the deed from the sheriff, the defendant, Van Syckel, acquired all the right, title, interest, and estate of Nicholas Emery, in and to the lands devised. Technically, the deed would carry with it the right in the purchaser, to the immediate possession, but the very instant such possession was transferred, the right of the executors as trustees, would accrue. The act of dispossession, and the commencement of the trust estate, would be instantaneous. At law, the result would be this: the purchaser would recover possession, and the trustees would be compelled to submit to the delay of a suit in ejectment, to recover the possession to them as trustees. This would be compelling the interest of the wife to bear an unnecessary burden in costs, and also to be prejudiced by the delays and incidents of a suit at law, which should be avoided, unless some substantial right of the purchaser was defeated by preventing it.
Under the very peculiar circumstances of this case, Emery will be considered in possession as trustee from the delivery of the deed. The contingency then, within the contemplation of the will, happened, and the trust estate for the sole and separate use of the wife began. Henceforward, during her life, she has such an estate. It being the duty of the Court of Chancery tq protect it, the complainant is entitled to have the suit in ejectment enjoined, and the relief as prayed for in the bill. The decree should be reversed.
The decree was reversed by the following vote:
For TOversaZ-^BEASLEY, C. J., Bedle, Depue, Clement, Foet, Kennedy, Veedenbuegh, Vales, Vqod. 9.
For a^Zrmance^rNoNE.
Reference
- Full Case Name
- Lydia Emery, by her next friend, and Andrew G. Van Syckel
- Status
- Published