Washington Home for Incurables v. American Security & Trust Co.
Washington Home for Incurables v. American Security & Trust Co.
Opinion of the Court
delivered the opinion of the Court:
The deed creating the trust, the construction of which is ¡sought by the bill, operated to pass the legal title to the property therein described for the purposes of the trust and subject to the exercise of the power of revocation therein reserved. Bunten v. American Secur. & T. Co. 25 App. D. C. 226. The question is whether that power of revocation has been executed
Two meanings are ascribed to this last clause. One is that it was intended that the conveyance or transfer should not only be ordered and directed, but executed also, before the death of the settlor of the trust. The other is that the order and direction only were required to be made before his death. The first construction is technical and strict. The second is equitable, and expresses what we think was the real intention.
Everything done by the grantor indicated his intention to retain the use and benefit of his entire estate during his life. This is clearly shown by the recitals of the deed in trust, and by his express direction that the deed to Mena M. Stevens should not be delivered until his death. He knew, of course, that a will did not take effect until the death of the testator, and was subject to change and complete revocation. While he did not revoke the original will, he made radical changes in the disposition of his property through codicils thereto attached, the first one of which, though not referred to in the trust deed, had been duly executed sometime before its date. This construction of the power has the support of well-considered cases. Burbank v. Sweeney, 161 Mass. 490-492, 37 N. E. 669; Cueman v. Broadnax, 37 N. J. L. 508-513.
In Burbank v. Sweeney the question was the construction of the clause of a will as follows: “The remainder of my estate I leave for my wife, to dispose of as she may deem expedient; but in the event that she should make no disposition of the same during her lifetime, I give the remainder of my estate not disposed of as above to my heirs at law.” The widow disposed of the estate by will, 'and the question was whether her power to dispose of the property was limited to conveyances to take effect during her'life. The court held that it was not so limited, and that the will was an effective disposition of the state during her lifetime, within the meaning of the testator. The later cases, cited by the appellant (Ford v. Ticknor, 169 Mass. 276, 47 N. E. 877; Woodbridge v. Jones, 183 Mass. 549, 67 N. E. 878), do not conflict with the former. They turn upon the nature of the estate actually devised, which being found to be a life estate only, it followed that the devisee could convey only the estate which she had. In Cueman v. Broadnax, supra, Peter
A conveyance was made to Bogart under that request, and ejectment was brought by the heir at law of said Mary against defendants, holding under the deed to Bogart. The title was held to be in the defendants. The court said: “The defendants do not claim as devisees under the will. The paper, even if inoperative to pass the estate by way of devise, may still be good as an appointment, which is the mere exercise of the power to designate the persons who are to take the beneficial use of the estate. It is not questioned that the power must be exercised in precise compliance with tho directions of the instrument by which it was created; but where a power is given generally, with, out defining the mode by which it must be exercised, it may be exercised either by deed or will. Nor is it necessary that the power should be executed by deed, — a simple note in writing would be a good exercise of the power. 1 Sugden, Powers, 247—262; Heath v. Withington, 6 Cush. 497. In this case no particular instrument was designated by the terms of the trust deed; it only required that the request should be in writing.”
The cases of Baltimore v. Williams, 6 Md. 235, and Bath Mountague Case, 3 Ch. Cas. 55, relied on by the appellant, present very different states of facts.
In Baltimore v. Williams the facts were these substantially: Mrs. Chase, the owner in fee of the lot of land involved,
In Bath & Mountague’s Case, the deed recited that it was the intent and design of the deed to dispose of the estate conveyed according to the disposition made in his will previously executed. It contained a power of revocation to the effect that it should be lawful at any time to revoke, upon the tender of a shilling, by writing under hand and seal in the presence of six witnesses, three of whom were to be peers of the realm, and then to limit new uses. A subsequent will gave the bulk of the estate to another devisee, but it was attested by but three witnesses, none of whom was a peer of the realm. This, it was held, was not an execution of the power, and was not therefore a revocation. The rationale of the decision is disclosed in the following extract from the opinion of Lord Chief Justice Holt (3 Ch. Cas. p. 107) : “A man voluntarily makes a settlement to the use of himself for life, and after to other uses, and reserves no power of revocation at all; he cannot revoke this: no, not in equity. And the reason is the same as to the power reserved, where it is not pursued; for he has no other right to do it but by the power; and it is as if he did it without a power, unless he makes a due use of such a power as he had.” It was not questioned that the power of revocation could be executed by will as well as by deed, provided the attestation
The appellant was the residuary devisee in the will of April 11, 1902, but the clause was revoked by a subsequent codicil naming the Garfield Hospital and the Children’s Hospital as residuary devisees in its stead. As this codicil was an execution of the power of revocation reserved in the trust deed, the appellant took no title thereby, and is entitled to no relief.
This renders it unnecessary to consider the second question in the case; namely, whether the conveyance to Mena M. Stevens, who was a creditor of the grantor, was such a partial execution of the power as would be perfected by a court of equity. The appellees all concede that it was, and have acquiesced in the decree to that effect.
Believing that the decree was right, it will be affirmed. The cost of this appeal to be paid by the American Security & Trust Company, trustee, out of the fund in its hands derived from the income of the trust estate, as provided in the decree appealed from. It is so ordered. Affirmed.
An application by the appellant for the allowance of an appeal to the Supreme Court of the United States was denied March 11, 1912, Mr. Chief Justice Shepard delivering the opinion of the Court:
The appeal in this case from the supreme court of the District was perfected, and the record filed in this court, prior to January 1, 1912.
The appellant has made an application for an appeal to the Supreme Court of the United States. The value of the property in controversy is shown to exceed $5,000.
The right to -the appeal is claimed under sec. 299 of the “Act to Codify, Revise, and Amend the Laws Relating to the Judiciary,” approved March 3, 1911 [36 Stat. at L. 1169, chap. 231], and taking effect January 1, 1912, which reads as follows:
“The repeal of existing laws, or the amendments thereof, embraced in this act, shall not affect any act done, or any right
While the language of the section is somewhat involved, we think it is but a saving clause intended to preserve the jurisdiction already acquired by perfecting an appeal allowed under the repealed law. Had the act, of which this section is a part, taken away the appellate jurisdiction of this court in this class of cases, the section would have preserved the jurisdiction acquired before the act took effect. It is argued that the section could only have been intended to preserve the right to appeal to the Supreme Court of the United States in all cases pending in this court in which the right of appeal was given under the repealed law, because it is argued that no saving clause in the repealing act was needed to apply to cases then pending in the Supreme Court on appeal or writ of error. The argument is untenable. The settled rule is directly the opposite. United States v. Boisdore, 8 How. 113—121, 12 L. ed. 1009-1012; McNulty v. Batty, 10 How. 72-81, 13 L. ed. 333-336; Norris v. Crocker, 13 How. 429-440, 14 L. ed. 210-214; Merchants’ Ins. Co. v. Ritchie, 5 Wall. 541-544, 18 L. ed. 540-542; Ex parte McCardle, 7 Wall. 506-514, 19 L. ed. 264, 265; United States v. Tymen, 11 Wall. 88—95, 20 L. ed. 153—155; Baltimore & P. R. Co. v. Grant, 98 U. S. 398-401, 25 L. ed. 231, 232. In the last case cited the statute, at the time the writ of error was sued out, provided that final judgments, orders, and decrees of the supreme court of the District might be re-examined, and reversed or affirmed in the Supreme Court of the United States upon writ of error or appeal, where the matter in dispute shall be of the value of $1,000 or upward, exclusive of costs, etc. A judgment for
We are constrained to deny the appeal in this case. The mandate will be withheld until further order, to give the applicant a reasonable time to apply for relief to the Supreme Court of the United States, if so advised. Appeal denied.
The appellant applied to the Chief Justice of the Supremo Court of the United States for the allowance of an appeal to
Reference
- Full Case Name
- WASHINGTON HOME FOR INCURABLES v. AMERICAN SECURITY & TRUST COMPANY
- Status
- Published
- Syllabus
- Deeds; Trusts and Trustees; Power's; Appeal and Error. 1. A deed in trust whereby the grantee is to hold the land conveyed as trustee, and the grantor is to have the rents and profits during his life, the grantee to transfer the land in accordance with the directions of the grantor as disclosed in an instrument referred to in the deed, unless ordered and directed by the grantor to convey and transfer the land to other parties, before his death, operates to pass the legal title. (Following Bun-ten- v. American Becur. & T. Go. 25 App. D. O. 226.) 2. While, in the case of a deed in trust which is in the nature of a testamentary disposition of the property of the grantor embraced in it, the legal effect is different from that of a will, the same rules of construction must be applied to it as in the case of a devise. (Following Frosch v. Monday, 34 App. D. C. 338.) 3. Where a deed of land in trust to the grantor for his life provides that, upon his death the grantee shall transfer and convey the land in accordance with the direction and wishes Of the grantor as set forth in a will of specified date, “unless ordered and directed by” the grantor “to convey and transfer the same, or any part thereof, before his death,” the power of appointment reserved by the grantor may be exercised by him by a codicil revoking the will referred to in the deed, especially if the surrounding circumstances indicate that such was his intention; and upon the death of the grantor, the devisee named in the codicil, and not the devisee named in the will, will take the property. 4. An appeal to the Supreme Court of the United States from a decision of this court rendered after January 1, 1912, the date of the taking effect of the act of Congress of March 3, 1911 (36 Stat. at L. 1087, chap. 231), known as the Judicial Code, in a case involving more than $5,000, will not be allowed; as the saving section No. 299 of that act, providing that the repeal of existing laws shall not affect any act done, or right accruing or accrued, or any suit or proceeding “including those pending on * * * appeal * * * in any appellate court referred to, or included within the provisions of this act, pending at the time of the taking effect of this act,” saved only those causes decided, and in which appeals to the Supreme Court had been perfected, prior to January 1, 1912.