Laurens v. Read
Laurens v. Read
Opinion of the Court
The opinion of the Court was delivered by
By an Act of our Legislature, passed in 1858, (12 Stat. 700,) it is enacted that real estate acquired after the making of a will, shall pass thereunder as personal estate does. This takes away the reason under which
-The agreement of counsel at the bar brings before this Court some circumstances which do not appear in the Master’s report. The testatrix at the making of the will had one granddaughter, an orphan of tender years, her only descendant. She had previously adopted for a grandson a youth, who was a stranger to her blood and her family. She owned two plantations, a house and two separate lots in Charleston, ninety-six slaves, two pews in St. Philip’s Church, plantation utensils, &c., all of which were in 1860 sold, under some order of .Court, partly for cash and partly for bonds, at prices amounting to about $105,000, to wit, the realty for about $50,000, and the personalty for about $55,000. Of the proceeds of sale, $40,000 or more, paid to the executor or uncollected, have been lost, so that the balance, which may be realized from the sales of the personalty, will be insufficient to meet the pecuniary legacies and annuities.
The only specific legacies given by the will are a watch and a brooch. The pecuniary legacies (the largest being $20,000, to the adopted grandson, of which payment was long deferred) amount to $24,500, and the annuities (besides
The will shows no introductory grouping of all the property under such words as my worldly estate, but the sweeping extent of the residuary clause leaves no room for intestacy except as to real estate that might have been subsequently acquired.
The first item relates to the adopted grandson; the second item contains all the other legacies except an annuity, directed to cease upon a remote contingency, which is given in the last clause; the third item is in these words: “ Item: All the rest and residue of my estate, real and personal, of which I am now possessed, or may be possessed of at the time of my death, or may be entitled to from any quarter whatever, I give to my friends and relations,” (five gentlemen named,) “ to have and to hold in trust for the use of my grand-daughter, Annie Isabel Laurens, during her life, not subject to the control, liabilities, debts, or contracts of any husband or husbands she may marry, but for her sole and separate use, and the income to be paid only to her order and receipt; and at her death I give and ■ bequeath the same to her issue alive at the time of her death, to be equally divided among them, if more than one, share and share alike, to them and their heirs forever.” Following are directions concerning a settlement to be made, when her granddaughter marries, “of all the property to which she is entitled as her father’s estate;", and provisions in case of the granddaughter’s death leaving no
No devise precedes the gift of the residue, nor is there anywhere, except in the .residuary clause, mention of real estate.
No direction is given that the legacies shall be paid, either general or by the executors, besides the incidental introduction of the words to be'paid, to be applied, he shall receive, in the instruction concerning the grandson, and to be 'paid quarterly, to be paid monthly, to be paid out of my estate, to be applied, in reference to some of the annuities; all of which words seem to look to the acts of the executors, especially the discretionary allowance for the grandson is “as my executors and his guardians think fit to appropriate.”
There is no mention of debts, although there were some, nor of expenses, although of course they occurred.
Has the real estate been charged with the pecuniary legacies, either in common with the personal estate, or as an auxiliary, in case of the insufficiency of the latter?
Ordinarily, as it is acknowledged, the personal estate is the fund from which pecuniary legacies must be paid. A devise of land is specific, and there can be no abatement of specific devises or legacies to answer the pecuniary legacies; but for the pecuniary legatees, the appellees, it is urged that every testator may charge his real estate at pleasure, that this testatrix, by blending her estate, real and personal, in the gift of the residue, has subjected the
The power of the testatrix to charge her real estate with legacies is unquestionable. Has she done so, presents a question of construction, to be resolved by ascertaining the intent of her testamentary dispositions. Upon those who seek to change the general rule, is the burden of showing sufficient indications of her intent to do so.
The case of Spong vs. Spong, in the House of Lords, (3 Bligh, 84, N. S., 1 Y. & Jer. 300,) decided that where real estate was charged, the portions of it contained in a residuary devise should answer the charge, before the portions that were specifically devised; but that, too, was a question of construction and intention, and the general rule remains that every devise is specific, however subject it may be to the power of the testator to encumber it with charges and conditions. (Clifton vs. Burt, 1 P. Wm. 678; Warley vs. Warley, Bail. Eq. 409.)
In England, before the Act which made lands not specially charged, assets in equity for the payment of debts, very slight and uncertain indications of a testator’s intent to charge his real estate with his debts, sufficed to authorize the Courts to indulge the desire, frequently avowed, to make testators just to their creditors before they became generous to their devisees. (Astly vs. Paris, 1 Ves. Sen. 488; Godolphin vs. Pinneck, 2 Ves. Sen. 271; Williams vs. Chitty, 3 Ves. 551.) Where legacies were contained in the same sentence with debts, both were naturally brought under the same rules of construction; but there were grounds for distinction between them, inasmuch as debts existed apart from the will, whilst legacies depended wholly on it, aud creditors had given meritorious and valuable consideration, but legatees were objects of voluntary bounty, no more worthy of favor than devisees whom the
The cases in which lands have been charged with legacies, may be ranged under the following six heads. If in any case there cannot be found some one or more of the circumstances, which are essential to some one of these heads, I think there is no authority for charging real estate in such case.
1. W here the charge is express. Here it may be observed that according to the ordinary and proper meaning of the term charged, lands charged become only auxiliary to the personal estate, which still remains primarily liable. Exoneration of tbe personal estate or subjection of lands to legacies in common with it, is in tbe power of a testator, but is more rare and difficult of establishment.
2. Where there is a general direction that legacies shall be paid, (that is, be paid indefinite, not be paid by executors, or be paid out of a special fund, 6r tbe like,) accompanied by something in tbe text or context, whence may be inferred that they shall be paid yirsi,- or that the devises shall be enjoyed after their payment. (Toot vs. Vernon 1 Vern. 708; Clifford vs. Lewis, 6 Mad. Rep. 33; Donce vs. Torrington, 2 Myl. & Keen, 600.)
Under this bead, with confirmation drawn from tbe sixth head, falls also ti.e case of Mirehouse vs. Scaife, (2 Myl. & Or. 695,) greatly relied on here by tbe appellees. In it Vice Chancellor Shad well overruled a demurrer upon one of two grounds that were argued, and Lord Chancellor Cottenham, upon appeal, concurred in overruling, but favored the other ground. The Lord Chancellor founded
3. Where there is a direction that legacies shall be paid by the executor, and a devise to him, the land' so devised is charged with legacies.
Under this head fall some cases that have been urged by the appellees. (Aubrey vs. Middleton, 4 Vin. Ab. 460, Charge D. Pl. 15; 2 Eq. Ca. Ab. 429, Pl. 16; Alcock vs. Sparhawk, 2 Vern. 228, 1 Eq. Ca. Ab. 298, Pl. 4.
To this, as well as the second head, may also be referred Hassell vs. Hassell, and from this may be had confirmation of the decision made in Cole vs. Turner, (4 Russ. 376,) which the appellees have presented as almost identical with the case in hand, and which will be further noticed under the sixth head. (Hennell vs. Whitaker, 3 Russ. 343; Brattewaite vs. Britain, 1 Keen, 206.)
And it may be inferred that a power in the executor, to raise money for legacies from lands devised to him in trust, is essential to charge such lands with legacies. (See Dover vs. Gregory, 10 Sim. 393; Powell vs. Robins, 7 Ves. 209.)
4. Where the real and personal estate are blended together, and indication given that from the mass legacies shall be paid. Bench vs. Biles, (4 Madd. R. 187,) where^ after a wife’s enjoyment of real and personal estate as one fund for her life, that fund, diminished by legacies, was to be divided.
5. Where the legatee stands in a position entitled to peculiar favor, as where the legacy has been given in satisfaction of a creditor’s debt, a widow’s dower, the legatees claim to devised land or other meritorious right, such as in England a younger child’s right to a portion. (Webb vs. Webb, 2 Eq. Ca. Ab. 504, Pl. 42; Kightley vs. Kightley, 2 Ves. Jun. 328; Van Winkle vs. Van Houten, 2 Green’s Ch. R. 192, New Jersey.)
6. Where, at the making of the will, the testator must have known that the legacies could not be paid without the aid of the real estate.
This head is plainly illustrated by the case of Nichols vs. Postlethwaite, (2 Dall, [Pa.] 131.) To it, also, may be referred the case of Hassinelever vs. Tucker, (2 Binn. 525,) where it is said that “ the personal estate was nominally adequate to pay debts and legacies, but was really insufficient,” and “ if the legacies were not to be paid out of the land, they were a mockery of benevolence.”
And under this head, in connection with the third, may
Under this head, as well as the second, may be found circumstances confirmatory of the effect which was given to rest and residue in Mirehouse vs. Scaife, above mentioned.
The case now in hand cannot be fairly brought under either of these heads. Here there is no direction that legacies shall be paid, besides the incidental references to payment that are contained in instructions concerning the time and mode of payment. By the gift of a pecuniary legacy, and no more, a testator signifies his intent that it shall be paid, that it shall be paid by the executor, and be paid out of the fund which goes to the executor for its payment, the personal estate not specifically bequeathed.
Here there is no devise to the executors. They are, to be sure, the same persons to whom, as trustees for the granddaughter, the residue is given; but from the devise to them no means for payment of legacies could have been derived, without power in them, to sell lands for that purpose If the legal title remained in them, as certainly it would have done if the granddaughter had been a married woman, no power to sell lands was expressly given to them, and none could be implied without plain manifestations of the testatrix’s intent to that effect. Where lands have been plainly charged with debts, although the devise of them to
Here there is no blended fund created by the will from which, according to the intent of the testatrix, legacies shall be paid. In fact, blending for the first time could have been contemplated, when the residue as one estate should come to the use of the granddaughter. Before that it could not have taken place, for before that the two kinds of property, according to the law which the testatrix must be supposed to have understood, must necessarily have continued to exist separately — the personal in the bands of the executors as legal owners subject to debts and legacies, the real in the devisees to whom subject sub modo by our law to debts, and subject to the charges and trusts contained in the will, it passed at the death of the testatrix. (Hull vs. Hull, 3 Rich. Eq. 91.) In Cole vs. Turner, above mentioned, the Master of the Bolls declared that “the freehold, copyhold, and leasehold estates are not devised to the trustees, but the rest and residue of those estates, that is, what remains of those estates after some prior purpose;” this consists with the supposition of a power in the executors to sell and pay legacies, so as to fix the residue which they should hold as trustees for the four older children, but is not reconcilable with our case, where clearly all the real estate passed under the residuary clause to the devisees, whether charged or not.
Besides the words “rest and residue of my estate, real and personal,” nothing in the will now before us affords any ground for implying that the testatrix intended to
The .appellees lay great stress upon rest and' residue as necessarily implying diminution, and diminution effected by deduction of legacies, the only thing in the will that precedes. If so far right, they are not helped, unless they can further establish that the two kinds of property are blended into one mixed fund for payment of legacies. The blending I do not think can be fairly implied. If it could be established, it would, perhaps as matters now are, be comparatively unimportant to the parties, whether the
It should not be deemed strange that a difference is recognized between real and personal property in respect to their liability to the payment of legacies, when both are given by the same clause in the same residue. From early times, and in many respects, the law has made distinctions between the two kinds of property under tne same words embracing both, as concerning limitations, ever since the case of Forth vs. Chapman, (1 P. Wm. 665,) concerning the rights of heir and residuary legatee in case of lapse, Cheves vs. Haskell, (10 Rich. Eq. 534;) concerning the order in
In the conclusion, unfavorable to the pecuniary legatees in the first ground of appeal, .which has been attained from the words of the will, this Court is strengthened by what have been called the extrinsic circumstances. Eesort to these has been frequently condemned, and is particularly deprecated by Sir John Leach, V. C., in the case of Parker vs. Fearnley, (2 Sim. & Stu. 592.) This case has been criticised because it departed from the course of decision, (2 Jarm. on Wills, 526,) which had sustained the charge of real estate devised, where the devise followed a general direction that legacies should be paid; but in the view taken by the Yice Chancellor, the express charge upon the residue of the personalty rebutted the implication of a charge upon the realty, as had been held in the case of Davis vs. Gardener, (2 P. Wm. 187.) In this view the condition of the estate was unimportant, and therefore, perhaps, it was the more readily treated as unfit for consideration.
Every Court in the construction of a will is required to place itself in the situation of the testator, (Wigam on Wills, PI. 76-80,) with knowledge of the circumstances that surrounded him. The extrinsic testimony, necessarily
The state of the family and condition of the property may be looked to. Under the state of the family may come the ages and other particulars respecting children and other relations, and from that may be drawn any inferences, in regard to the meaning of doubtful expressions, which arise without dangerous speculation and conjecture, but it would be inadmissible to undertake to graduate the affections of a testator toward the several members of his family, for in accommodating his intent to our notions of duty and probable inclination, we would forget that the law imposes no checks upon whim and perverted feelings, but inquires what is the will, not what it should have been. The condition of the property may, however, be more safely considered. Everybody instantly admits that where pecuniary legacies have been given, and the whole estate was real and has been devised, there must have been an intent to charge the devises with the legacies; and in many of the cases respecting this question of charging the real estate, the insufficiency of the personal estate appears to have entered into the inquiry, and to have been influential, however im
Upon the questions which have been discussed concerning devastavit and abatement, this Court has not been sufficiently informed of the facts, and has formed no opinion.
The Chancellor’s decree, so far as it holds the pecuniary legacies and annuities to be charged upon the land devised under the residuary clause of Mrs. Laurens’ will, is reversed, upon other points it is set aside, and further inquiry is directed.
The order by which matters were referred to the Master is renewed, with the instructions contained in this opinion; and with leave for him to report special matter.
Decree reversed in part, other part set aside, and further inquiry directed.
Under the twenty-fourth section of the English Wills Act, (1 Viet. c. 26,) which makes the will speak as if it had been made immediately before the death of the testator, and is, therefore, in effect the same as our Act of 1858, residuary devises of land are held to be specific. Hensman vs. Fryer, Law Rep. 3 Ch. Ap. 420; Gibbins vs. Eyden, Law Rep. 7 Eq. Cas. 374.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.