Jenks v. Steere
Jenks v. Steere
Opinion of the Court
This is a bill to restrain the respondent, as administrator upon the estate of Nathaniel W. Jenks, of Burrillville, from selling certain real estate, to pay debts of the intestate, to the prejudice of the complainants. The respondent demurs to the bill.
The case stated is this: A part of the real estate of said intestate was acquired by descent from his paternal ancestor, and the other part by purchase. He died in 1897, intestate and leaving no children. The administrator, having found it necessary to sell a portion, at least, of the real estate to pay debts, obtained permission of the Probate Court to sell all of the real estate if necessary ; and the bill alleges that the administrator is about to sell that portion which came to the intestate by descent, before exhausting that which came to him by purchase.
In Smith v. Smith, 4 R. I. 1, the history of this law was reviewed at length and it was decided that the clause relating to ancestral estate was in the nature of a proviso to the canons of the statute, limiting the descent of such estate according to the practice under the laws of England and of this colony. Evidently, the .law was intended to favor ancestral descent, and hence it would be quite contrary to the spirit of the law to allow ancestral property to be taken in the first instance for the payment of debts, since this would defeat the proviso. Nevertheless, we see nothing in the act to warrant the conclusion that it was intended to operate as a special devise, because it affects only property which is to stand for descent after debts have been paid and there is no provision that it is to be excluded for this purpose.
In Hays v. Jackson, 6 Mass. 119, a question arose whether debts should be paid out of real estate which passed under the residuary clause of a will, or out of real estate acquired after the will was made, which was intestate property descending to the heirs. Parsons, C. J,, said ; “The general *163 rule in equity for marshaling assets is thus settled. 1. The personal estate excepting specific bequests, or such of it as is exempted from the payment of debts. 2. The real estate which is appropriated in the will, as a fund for the payment. 3: The descended estate, whether the testator was seized of it when the will was made, or it was afterwards acquired. 4. The rents and profits of it, reserved by the heir after the testator’s death. 5. The lands specifically devised, although they may 'be generally charged with the payment of the debts, but not specially appropriated for that purpose. And this rule is executed by a decree in chancery, according to the rights of the parties respectively interested.”
In that case the debts were ordered to be paid out of the residuary estate, the second of the above classes, upon the ground that a testator may bind, by his dispositions, his legatees, devisees and heirs, and that a residuary devise,operating after the payment of debts, was such a binding disposition.
If it be inequitable to discriminate against the heirs of ancestral estate, it is equally inequitable to do so as to general heirs, whose rights are as strong and as carefully preserved in our statutes as the others, with respect to the property which can go to them. Neither the diligence of counsel nor the examination of the court has disclosed a case involving the exact question here raised. The principle, however, upon which it depends is not hard to find.
It is a familiar rule in regard to creditors that equality is equity. The principle is equally applicable to classes of claimants such as those before us. Each class is entitled to interests in real estate after the payment of debts. The whole burden should be thrown neither upon one class nor the other. The bill prays for alternative relief by dividing the burden of the debts proportionately upon the two classes of heirs, and this we think is proper.
The demurrer to the bill is therefore overruled upon this ground.
Reference
- Full Case Name
- Edward N. Jenks Et Al. vs. Arnold B. Steere, Admr.
- Status
- Published