Bitzer's v. Hahn
Bitzer's v. Hahn
Opinion of the Court
The opinion of the court was delivered by
This is an action for a legacy against the executor of John Bitzer, by Hahn and wife, the daughter of Barbara Meixel, deceased, who was the daughter of the testator, and who died before making the will. It depended upon the following clause in the will: “ Item, I give and bequeath unto my two youngest sons, each of them, the sum of four hundred pounds, to be paid for their use out of the first money which cornes into the hands of my executor, out of my estate. Item, I give and bequeath unto each of the three children of my daughter Barbara, two hundred and fifty pounds, to be paid to them out of the money which may come come into the harids of my executor of my estate, after the legacies are paid to my said two youngest sons; but it is my will, and I order, that if any of my sons or grandchildren, to whom I have given the said legacies, should die in their minority and without issue, then such legacy shall be divided to and amongst my six children, to whom I have given the residue and remainder of my estate.”
The wife of Hahn attained the age of twenty-one' before the commencement of the action, and the main question respected the interest of her legacy from the time it bore interest, and whether any interest was demandable before demand and filing of the refunding bond. Í have not heard, and it is difficult to imagine any reason, why the executor should not be accountable for the interest to somebody; either to the pecuniary or residuary legatees. It is against all reason, that he should hold it for ten years without payment of interest to any body, and the residuary beneficiaries of the testator have no claim either in law or in equity.
The plaintiff in error contends, that the legacy to the children of Barbara was contingent, and, if so, it was contingent likewise
The legacies to his children and grandchildren, were not contingent, but vested, subject to be divested on the death of anyone under twenty-one years, without issue, and then given,.on that event, to his residuary legatees. It was a legacy in prsesenti to an infant, limited over on his dying without issue, under age; in which case, whether it is by a father or a stranger, the Court of Chancery always decrees interest until the infant, comes of age. The cases on this subject will be found in the note to Small v. Dee, 2 Salk. 415, (Phil. Edition.) The case of Taylor v. Johnson, 2 P. Wms. 504, is in terms this case. A., by will, devises five hundred pounds to his infant grandson, without appointing any time of payment; with provision that if the grandson dies befo're twenty-one, then the legacy to go over to B. The Master of the Rolls said, it was extremely clear that this was-a condition subsequent, and therefore, as the infant’s death before twenty-one will defeat the legacy from the time it happens, consequently, in the mean time, it shall carry interest at least from the end of the year after the testator’s death. This will not hold where the legacy is contingent-, and not immediate .and vested. Heath v. Perry, 3 Atk. 101. Indeed this case is stronger in favour of interest, for here the time was .fixed; when the money would come into the hands of his executor.
This, in substance, was the answer of the court to the third proposition of the plaintiff in error, and the charge of the court, generally was in the same spirit. The law,was correctly laid down.
I cannot say I quite comprehend the point of the second assignment of error; the answer to the first, second, fourth, and sixth propositions.
The act of assembly does not require the court to file of record their charge to the jury, but only their opinion with their reasons for it. There are few judges, who draw out in writing, and verbatim, their charges. This could not be done, unless they had prepared it previously to hearing the counsel, and had it ready before they heard any argument. Their notes are short heads of the charge. The filing the opinion is a substitution, and a most miserable one (I again take occasion to say) of the bill of exceptions, whose office is well known. The judge is required to instruct the jury, in a particular manner, by the counsel of one party, on a question of law. This question is stated in the bill, and his answer is only required, either that he did so instruct the jury, agreeably to the request, or that he refused so to do, and it then sets out how he did instruct them. The opinion here filed was, that the judge did instruct the jury as the plaintiff in error had requested, and surely of this he cannot complain. Credit-must be given to it; it is a part of the record; it imports absolute verity, and we cannot try it, but by itself; we cannot say it was not the opinion .delivered. , ■ ; ,
As to the third and fifth propositions, the answer of the court was quite right, and so clearly expressed that it could not be misunderstood by a jury that had a ray of intelligence. It was, that if the jury found means in the hands of the executor, funds applicable to the discharge of these legacies, interest was to be paid from that time until the’grandchildren became of age, and that interest was recoverable from that time, when there were sufficient assets in their hands to pay the debts and legacies, which had priority in time of payment by the will, and was not confined to the time of a demand and giving a refunding bond. The jury were instructed to ascertain what available funds came into the executor’s hands applicable to the payment of the legacies, and to charge him with interest from the time he had such means; and, take the whole will together, the state of the family and the state of the property, not a barren but a productive fund, the decree was such a one as a chancellor would have made, and such doctrine as it behooved the court to'give to the jury. If the jury have erred in point of fact, if they have charged the executor with interest be
It was the duty of the executor not to let the money remain unemployed. It would have been a balance in his hands, and if his account had been settled at the proper time, the balance would have appeared on that settlement; and the fair presumption was, that he had used the money for his own purposes. I repeat what was said by the chief justice, in Fox v. Wilcocks, 1 Binn. 194:— “ It is impossible to lay down rules, by which it may be ascertained whether the executor should pay interest, because every ease must depend upon its own particular circumstances.” Though the rules before laid down in general are applicable to the payment of- interest on legacies, it seems to me that interest is to be paid in all cases of legacies, from the time at which the testator ordered them to be paid; and it is impossible to contend, that the executor is bound to pay before he is ordered, except under very particular circumstances, and perhaps the only instance in which a legacy bears interest before the time of payment, is that of an infant. In that instance, the court does not postpone the payment of interest until a year after the death of the parent, for the court considérs the parent to be under an obligation to provide, not only a future, but a present maintenance, and therefore the' court hold, that he could only have postponed the payment from the incapacity of the child to receive, but not to deprive him of the fruit of the legacy, which is his only maintenance, and which maintenance he would be bound to provide. Here the time is stated; the legacy was payable at twenty-one, before which time the legatee dies. If interest is payable, his executor shall have the interest immediately; if not, he must wait till the legatee would have been twenty-one. I think a wife would fall within the exception to a child, unless where a wife has some other provision, and that may make a difference in the case of a child. I do not say that a grandchild is always in the same case as a child, yet my own opinion is, that if the will manifests that he put himself in .the relation of a parent, it would be a departure from all principle to make a distinction. Here the legacy was a debt from the time it was given. There was a severance of these legacies from the residuary property, and they became the property of the legatees, subject to be divested on an event, which event never has happened.
Judgment affirmed.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.