Myers v. Myers
Myers v. Myers
Opinion of the Court
Curia, pier
At the death of Jacob Myers, the testator, David Myers, had three children, two sons and a daughter, now Mrs. Clendenin. He had several born afterwards. The question submitted to our consideration is, whether the children in ease at the time of the death of the testator are exclusively entitled to the property, or whether the after-born children are entitled to participate with them.
I concur in opinion with the chancellor, that in the construction of wills the intention must govern, and that the intention must be collected from all parts of the will taken together, and not from particular parts or expressions. And 1 am willing, in this case, to adopt the other part of the proposition, that we must judge of the intention from the will itself, without regard to extraneous circumstances; though I am inclined to think that there may be cases where we may look beyond the will for the meaning of the testator.
I also agree with the chancellor, that “the general rule upon this subject is, that where there is an indefinite period for distribution, the legacy vests at the death of the testator, and that none can take except those in esse at that time
A, says the chancellor, gives his estate to B and C, the children of D, to be divided between them when they arrive at the age of twenty-one years. A dies, and D has six other children born before B and C arrive at that age. A and B (I presume it was intended to say B and C) do not take the whole estate at the death of the testator; but the other six children of D, born before the distribution is to take effect, will come in, and are entitled to a distributive share.
Now, with the utmost deference for the opinion of the chancellor, I should presume that B and C would take a vested legacy, although the time of payment was postponed until they arrived at the age of twenty-one, and that the after-born children would not be entitled to participate with them in the distribution. Where a legacy is given to chil
I also further agree, “ that where legacies are given to a class of individuals, payable at a future period, as to the children of B when the youngest shall attain twenty-one or to be divided among them at the death of C, any child who can entitle himself under the description at the time of distributing the fund, may claim a part of it, as well the children, living at the period of distribution,* though not born till after the testator’s death, as those born before, and living at the happening of the event.” But then the period of distribution must be fixed, or it must depend upon some contingency, and not be left indefinite. For when the period of distribution is indefinite, those living at the death of the testator alone can take, according to the rule first laid down by the chancellor. And that distinction will be found to run through all the cases. And in every case relied on by the chancellor it will be seen, that a time of distribution is expressly fixed by the testator, or some contingency, upon which the property is to go over, is expressly mentioned in the will, except the case of Hughton v. Price, said tobe decided by lord Redesdale, but as it does not appear from the decree where that case is to be found,
It is admitted that there is no time fixed for the distribution to take place. But two circumstances are relied on, one to show that the testator had some future period in contemplation, and the other to show when that period* was. The first relates to the negro girl given to Mrs. Dutilly during her life, and at her decease to go over with her increase if she had any, in the same manner as the other property. It is said that “it is obvious a considerable time must elapse before a negro girl of ten years old could have increase.” But the limitation over of the negro girl did not depend upon her having increase. She would have gone over at the' death of Mrs. Dutilly if it had happened the day after the death of the testator. It is a circumstance which goes rather to show that the other property had already vested, because at her decease it is to “ go in division with the other negroes as part of the bequest made unto his dear and beloved grand-children.” The property given to Mrs. Dutilly could not be distributed until her death, but that cannot affect the property given to the children. The bequests are not at all dependent on each other. The life estate of Mrs. Dutilly might terminate before either of the other legatees arrived at the age of twenty-one, or it might not happen for many years after. But let us suppose that the circumstances relied on by the chancellor go to show that the distribution was to take place at some future period, yet as the period is indefinite, the result will be the same, according to the first rule laid by the chancellor himself. The circumstance relied on to fix the period of distribution at twenty-one, is that sixteen years of age is the period at which a young man must enter college, and that it requires two years after the termination of his college life to acquire a profession. Now there is no law requiring a young man to enter college at sixteen, nor prohibiting him from entering at an earlier period. Neither is there any requiring him to finish his professional studies at twenty-one, nor even requiring him to study a profession at all. Both of those periods therefore are equally arbitrary and conjectural. I cannot authorize an-r su°h conclusion. If the *court may gratuitously adopt such a rule, the time of distribution can never be indefinite, because then if the testator fails to fix a period, the court may. I am
In the case of Ellison v. Airey, 1 Ves. Sen. 111, Lord Hardwicke says, “ the court generally take it that there ought to be a legatee in being, and therefore will not construe a will to extend to persons not in being, unless the testator shows his intention to be such from his will.” In the case of Heathe v. Heathe, 2 Atk. 121, the testator gave a legacy among all the children of his sister Catharine Heathe, share and share alike. Lord Hardwicke held that it went to the children then in esse, and excluded an after-born daughter. That is a much stronger case than the one now under consideration, because the legacy was given to all the children of the testator’s sister. In the case of Horsly v. Chaloner, 2 Ves. Sen. 84, the testator gave a legacy to the younger child of his son William, or if more than one, then to such younger children, &c. to be paid at their respective ages of twenty-one. The master of the rolls said, “the not keeping demands of this sort open, had very properly induced the court to confine it to such children as were in being at the death of the testator, when the number is known and the portions they are entitled to and the time when they are to recover it.” He held, therefore, that it vested in those who were living at the testator’s death, although the time of distribution was ^postponed until their respective ages of twenty-one. In the case of Hutchiu v. Mannington, 1 Ves. Jun. 366, an eslate devised to be sold with all possible diligence or in a reasonable time, was considered as sold from the testator’s death, and that the legacy vested at that time. Lord Thurlow said there seemed to be some faint indications of an intention when the legacy should go over, and that it should not vest in the meantime, but that it was too uncertain to act upon. He agreed that the intention must prevail if it could be found out, but that he must have some rule to go by. In the case of Stapleton v. Palmer el. al. the rule is again recognized “ that a residue to be divided at an indefinite time vests at the death of the testator,” 4 Rro. C. C. 490; and so also when no time is mentioned, Hutchinson v. Manningham, in note. An exception to the rule is where there are no children in being at the time of the testator’s death. There it necessarily embraces after-born children, because there are none others to take. But even in those cases, those only can take who are born before the time of distribution, even though the will expressly mentions those hereafter to be born. Whitbread v. Lord St. John, 10 Ves. 152. Gilbert v. Boorman, 11 Ves. 238.
The case of Singleton v. Gilbert, 1 Cox’s Ca. 68, is so exactly like this, that it is difficult to discover a distinguishing feature between them. The testatrix gave the premises to all and every the child and children of her brother T. G., and to the heirs of their bodies. T. G. had two children at the time of the death of the testatrix, and one born afterwards. The lord chancellor said “this was
That part of the chancellor’s decree, therefore, which directs the land to be equally divided among all the sons of David Myers, and the slaves among all the children, must, be reversed. The lands must be equally divided between the two sons, John Myers and William Myers, and the slaves and other personal property must be equally divided between the three legatees, John and William Myers, and Mrs. Clendenin.
With regard to the lot in Columbia, I concur in opinion with the chancellor; for although the testator uses the words “ all my landed estate,” the subsequent specifications clearly restrict their operation to the particular lands therein described. And although the bequest of one shilling to David Myers is expressed to be as “ full compensation and as his full share of all (testator’s) estate, both real and personal,” yet as this lot is not otherwise devised, it must descend to his son as his only heir at law. And this construction is aided by the
The next point noticed in the chancellor's decree relates to the allowance claimed for the maintenance and education of the children. On that point the court concur with the chancellor, and the decree in that respect is also affirmed.
The next question is, whether the defendant is entitled to improvements made on the land. On that point also I concur in opinion with the chancellor. I think the defendant is entitled to remuneration for all such improvements as were necessary to preserve the property or to render it permanently more beneficial or valuable *lo the cestui que trust. But he is not entitled to remuneration for money uselessly expended in ideal or unsuccessful experiments, nor for any improvements beyond the actual amount of money expended, or the value of the labor employed.
Another question, however, of no little importance is, whether the property accumulated by David Myers, shall be considered as belonging to the trust estate, or whether lie shall be liable for the rents and profits of the land and the hire or labor of the slaves.
There can be no doubt but that David Myers, having been appointed the guardian of his children, and having- the management of their estate, must be considered as a trustee. And there, is no rule of equity better settled, than that a trustee shall not be permitted to employ the trust fund for his own benefit. All purchases, therefore, made with the funds of the trust estate will be considered for the benefit of the cestui que trust. That principal is exemplified in numerous cases where it has been held that executors, attorneys, and trustees, shall not purchase at their own sales, nor of their cestui que trusts, clients, &c. All persons acting in such representative capacities are considered in equity as trustees, and are governed by the same rules; and it is no answer on the part of the defendant, that he has so mixed up the two funds together, that he cannot distinguish one from the other. A person may sometimes by mixing the estate of another with his own, subject himself to the loss of both; for it is his own fault that they have not been kept separate. But it does not appear to me, that this is a case which will subject the defendant to the loss of all the property he has in possession, merely because he cannot show what part of it has been purchased with the proceeds of the trust estate. His refusing to account, however, furnishes a very good reason why the court should adopt the most rigid rule of calculation, which the law affords *in behalf of the cestui que trusts as a substitute for such omission. Compound interest has sometimes been allowed on that ground, and directed to be calculated on short rests. State of Connecticut v. Jackson, 2 Johns. Cha. Rep. 14, 16. Schieffelin v. Stewart et al., 2 Johns. Cha. Rep. 620. Raphael v. Bœhm, 11 Ves. 92. 13 Ves. 407, 590.
In this case if the property which has been acquired by the proceeds of the trust estate cannot be ascertained, perhaps the method adopted by the chancellor is the best, and probably the only method which can he resorted to to effect the object. I cannot, however, concur in the opinion expressed by the chancellor, that compound interest ought not in any case, nor under any circumstances to be allowed. There are many instances where compound interest
With regard to the property given to Mrs. Clendenin, soon after her marriage, whether it was intended as an advancement of his daughter in mariage, or a payment of the legacy, is a qestion which has not been tried. The court, therefore, can express no opinion upon it. That part of the case must be referred back to the court of equity for a hearing.
It is therefore ordered, decreed, and adjudged, that the land in ques
And with regard to the property received by Mr. Clendenin, that the case be referred back to the court of equity to hear and determine, whether the same was *given to him in advancement of his wife in marriage, or in payment of the legacy due her under the will of her grand-father. And that the decree be reformed so as to correspond in all respects with the principles hereinbefore laid down, and that the costs he reserved until a final hearing of the cause.
Decree modified.
See Taveau v. Executors of Ball, 1 M’Cords Cha. Rep. 7.
See Hoghton v. Whitgrave, 1 Jac. & Walk. 146, which is probably the case referred to.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.