Shugrue v. Long
Shugrue v. Long
Opinion of the Court
The opinion of the court was delivered by
This was an action of ejectment, tried in the Supreme Court at the Hudson Cireuit before Judge Yail without a jury upon a stipulated state of facts, to recover possession of real estate (No. 132 Newark avenue) in Jersey-City. The plaintiffs are the sister and the children of a deceased sister of Mary McBride, they being or including the persons who were at the time of her death her heirs at law. The defendants are the devisees under the will of Mary McBride, or those claiming under such devisees. The question in controversy is the application or non-application of the rule in Shelley’s case, and arises under the will of Matthew Brady, the father of Mary McBride, which provided as follows:
"Fifth. 1 give, devise and bequeath unto my said executors and the survivors of them all my real estate 'in trust upon the following terms:
"Second. To collect all the rents and revenues of the premises owned by me and known as No. 132‘Newark avenue, in Jersey City aforesaid, and after payment of the water rents, interest on the mortgage, insurance and repairs, and other proper charges and expenses, to apply the net revenues thereof towards the support and maintenance of my bfeloved daughter, Mary, the wife of Hugh McBride, during her natural life, hereby giving to my said executors the discretion to save out of said revenue a part thereof so as to accumulate a fund to pay off the one-half part of the mortgage, now upon said premises and the premises adjoining, and after the payment of said mortgage, to pay over the whole of said revenue to my said daughter, Mary, during the term of her natural life.”
“Fifth. After the death of my said daughter, Mary McBride, I give, devise and bequeath my said lot of land and premises known as Xo. 132 Xewark avenue, in Jersey City, aforesaid, unto the heirs at law of my said daughter, Mary McBride.”
At the time of the death of Matthew Brady, the testator, in 1818, Mary McBride had. one son living, but he died unmarried and without issue in 1907, three years before her death, which occurred in 1910.
The plaintiffs claim, tinder paragraph 5 of the fifth section of the will of Matthew Brady, as remaindermen in fee, after an equitable life estate in Mary McBride under paragraph 2 of the same section; whereas the defendants contend that by virtue of the rule in Shelley’s case, Mary McBride took an estate in fee-simple under said two paragraphs, and consequently liad the complete power to devise the properly in question in fee-simple, as she did, to defendants.
Judge Tail, holding that the rule in Shelley’s ease had no application, decided in favor of the plaintiffs, and the present writ is to review that decision.
The apt and technical words of limitation to create an estate in fee-simple are “heirs forever,” or what means the same thing, “heirs,” and consequently a devise to “A and his heirs forever,” or to “A and his heirs,” is exactly the same in legal effect as a devise to “A in fee-simple.” If, therefore, the devise in one clause of a will is “to A for life” (or other freehold) and then in the same or another clause of the same will there is a remainder to his “heirs,” the latter is in effect a direction that at the exact instant of time when in death the spark of life shall pass from A’s body he shall take an estate in fee-simple in the same land, and as a consequence, by virtue- of the rule in Shelley’s case, the law gives him an estate in fee-simple from the first, that is from the time of the vesting in him of the so-called life estate.
While, therefore, it is well settled that the rule in Shelley’s case is absolutely and peremptorily controlling as “a rule of property” whenever it appears that the limitation over is to the “heirs,” taking as such “heirs,” of the life tenant, quite irrespective of the desire or direction of the testator that the first taker should take only a life estate (Lippincott v. Davis, 30 Vroom 241), nevertheless if it appears that the testator did not use the word “heirs” in this, its technical sense, but on the contrary used it as a mere descriptio persona/rum of the objects of his, the testator’s, own direct bounty, the rule has no application whatsoever. Harg. Law Tr. 574, 576; Fearne Rem. 188.
What will indicate such use by the testator of the word “heirs” in the latter and popular, as distinguished from its technical sense, must necessarily vary in different cases.
In Peer v. Hennion, 48 Vroom 693, the testator after devising certain lands to his daughter, Catherine, provided as follows: “The said lands hereinbefore given by me to my daughter, Catherine, are given for and during her natural life; and after her decease I do give and devise the said lands to such person or persons as shall be her heir or heirs
Tn Martling v. Martling, 10 Dick. Ch. Rep. 771, the conveyance was in fee to trustees in trust to permit the life tenant to receive and enjoy the rents and profits during her natural life free from control by her husband, and in trust to sell and convey in fee-simple at the direction of said life tenant, substituting the proceeds in the trust in place of the land so sold, and upon the death of the life tenant, in trust to convey the unsold lands and to turn over the proceeds of floe lands which had been sold, to the appointee of the life tenant, or in default of appointment to “her heirs at law or next of kin, as may he.” The fact that the proceeds of a sale of real' estate made during the lifetime of the life tenant were not to be paid to her but were to continue in the trust and at her death, in the absence of appointment by her, were to he paid to her “next of kin,” moved this court to the viewy as expressed in the opinion by Mr. Justice Depue, that “construing this trust from all the limitations and provisions contained in it, it is clear that the terms ‘heirs at law’ and ‘next of kin,’ in providing for the ultimate destination of the estate, although the disjunctive ‘or’ intervenes, should receive the same construction as to the point of time when these two classes of beneficiaries respectively are to be ascertained, and that the words ‘heirs at law’ as well as ‘next of kin’ should be construed to mean persons who either as heirs at law or next of kin come into existence at Mrs. Martling’s (the life tenant’s) death.”
In this opinion the classic doctrine laid down by Mr. Hargrave ( Harg. Law Tr. 576) and commended hv Mr. Fearne (Fearne Rem. 188), was cited with approval as follows:
“If it shall be decided that the testator or donor did not mean, by the -words of inheritance after the estate for life,
Another indication established by text-writers and decisions of a use by a testator of the word “heirs” as a word of purchase and not as a word of limitation, oceufis where the life estate is only an equitable estate and the remainder is a legal estate. Tlius where property is devised under an active trust for the benefit of a life tenant and then the legal estate is devised at the death of the life tenant direct to his heirs, the word “heirs” cannot be taken to have been used to indicate a succession or inheritance of the legal estate from the life tenant, because the life tenant never held the legal estate.
Mr. Fearne, in his work on Contingent Remainders (p. *52), states this proposition as a rule as follows:
“I shall now proceed to observe, that where the estate limited to the ancestor is merely an equitable or trust estate, and that to his heirs, &e., carries the legal estate, they will not incorporate into an estate of inheritance in the ancestor; as (in general) would have been the ease, if they had been both of one quality, that is, both legal, or both equitable.”
Numerous cases are cited by Mr. Fearne in support of this rule, the leading one being Lady Jones v. Lord Say and Sele, 1 Eq. Abr. 383, c. 4 (21 Eng. Reprint 1119), which he states and comments on as follows:'
“It was contended for the plaintiff (Lady J.) that C. F. took only a trust estate for life by the will, with a contingent remainder to the heirs of her body in tail general; that the direction to the trustees to pay the residue of the rents, &c., to the proper hands of C. IE, who was a married woman, gave her a mere trust, and not a use executed by the statute. It was a trust for her separate use, and !o construe it an use executed, would be to subject it to the power and control of her husband. That the subsequent limitation to the heirs of her body severally, &c., was a use executed by the statute, and could not be consolidated with the precedent trust limited to 0. F. for life, so as to create an estate tail in her.- That the subsequent words, in ease of failure of issue of the body of 0. IE, then to Lady J., &c., did not create an estate tail in C. F. by implication nor enlarge the precedent estate, because no legal estate vested in C. F. On the other side it was contended, that the legal estate passed to the
“But Lord Chancellor King -was of opinion that by the words of the will the use was executed in the trustees and their heirs during the life of C. F., and that she had only a trust in the surplus of the rents and profits during her life; but that by the subsequent words, viz., that the trustees should stand seized to the use of the heirs of the body of 0. F. subject to the payment of the annuities, &c., the use was executed in the persons entitled to take by virtue thereof, chargeable with the payment of the annuities; and therefore there being only a trust estate in the ancestor, and an use executed in the heirs of her body, those different interests could not unite, so as to create an estate tail by operation of law in the ancestor; and he decreed accordingly for the plaintiff."
This rule seems also to have been passively approved by the Supreme Court of the United States in the recent case of Vogt v. Graff, 222 U. S. 404, where it is stated in the syllabus of the case that “The rule in Shelley's case does not apply where the particular estate is equitable, and the estate in remainder legal."
Coming now to the present case, we find that the trust estate in favor of the life tenant, Mary McBride, is not only a trust in the trustees to collect and apply the net income, after the payment of water rents, mortgage interest, insurance and repairs and other proper charges, towards the support and maintenance of the life tenant, but that there is also vested'in the trustees an absolute discretion to-reserve a part of said'net income for the purpose of discharging a mortgage encumbrance against the property in question. This discretion thus reposed in the trustees is certainly
A suggestion has been made, in which counsel both for the plaintiffs and for the defendants appear heartily to agree, that the tenth section of the statute of descents has no application to this case. With this view we are also in accord. A devise in the language of that section before its enactment would clearly have invoked the rule in Shelley’s case, and as the language or form of the devise in the present case is not subject to the application of that rule, the statute is necessarily equally inapplicable.
The judgment is affirmed.
For affirmance—The Chancellor, Chief Justice, Garrison, Swayze, Trenchard, Parker, Bergen, Voorhees, Kalisch, Bogert, Vredenburgh, Vroom, Congdon, White, JJ. 14.
For reversal—None.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.