Pratt v. Taliaferro
Pratt v. Taliaferro
Opinion of the Court
The first question in this cause, and that on which every other question depends, is, Whether the disposition contained in Mrs. Alexander's will, of this land called Bunn's, is to be construed as a bequest of personalty to her daughter Frances, or as a devise of land ? Has the testatrix impressed on this land the character of money, or is it still land? In Fletcher v. Ashburner, 1 Bro. C. C. 497. the master of the rolls says, “ Nothing is better established than this principle, that money directed to be employed in the purchase of land, and land directed to be sold and turned into money, are to be considered as that species of property, into which they are to be converted ; and this in whatever manner the direction is given. The owner of the fund, or the contracting parties, may make land money, or money land. The cases establish this rule universally.” Seeing then, that the testatrix had the perfect power, we are to inquire what has she done ? She devises the land, to her executors, that they may sell and convey it, and her will is, that the produce of the sale he equally divided, between her daughter and grand daughter. Here is a complete sentence; a perfect disposition of the subject; the land devised to the executors to sell and convey, the proceeds bequeathed to the legatees: thus, clearly and defini
Many cases were relied on in the argument, to shew, that the character of money was not definitively and imperatively impressed upon this property ; but, in my mind, they are clearly distinguishable. Thus, -where it was uncertain in what manner the owner intended the property to descend, or where a conversion was directed for a special purpose; or out and out, but the produce to be applied to a particular purpose; when the purpose fails, the intention fails, and equity regards the owner as not having directed a conversion. Thus, in the case of lands directed to be sold to pay the debts of the testator, if the debts are paid without a sale, it remains land; or if sold, as nothing but the payment of debts was intended, all beyond will remain real estate. All the cases cited may be referred to one or other of these principles; or else, to that doctrine of lord Roslyn, in Walker v. Denne, 2 Ves. jr. 170. 176. that the property shall be taken as it happened to be at the death of the party from whom the representative claims; a doctrine, which has been clearly overruled by many later cases; 1 refer among many others to Wheldale v. Partridge, 8 Ves. 235. Thornton v. Hawley, 10 Ves. 129. Biddulph v. Biddulph, 12 Ves.
Has she ever done this ? She was married, we are told, before she attained to full age: could she after she was a feme covert make the election ? I doubt it, exceedingly.. If a simple act of election had been all that was necessary, perhaps equity, notwithstanding the husband’s marital rights, might have aided her. But here, she was not only to choose to take the land, but she could only take it on paying the value of the half of it. How was a married woman to do this ? She has no funds, no money; can she make the choice, and thereby not only prevent her share of the legacy from going to her husband as personalty, but also-saddle him with a large debt for land, the fee of which would go to her and her heirs ? Surely, no court of equity would aid her in such an enterprise. But if she could elect, she never did. It is said, her husband has elected for her, by taking the land at valuation, and paying the half value.
My opinion on this part of the case, striking at the root of the plaintiff’s claim, renders it unnecessary to discuss at large the other points in the cause. The decree should be reversed, and the bill dismissed.
Cabell, J. concurred.
The question which lies at the foundation of this case, is, Whether Brooke had a good title to the tract of land called Dunn’s, sold by him to John Taliaferro the elder in 1789? a question, which depends upon the construction and effect of Mrs. Alexander’s will, and what has been done, and omitted to be done, under it. Brooke married Frances the daughter of the testatrix. There is no evidence of any election made by Mrs. Brooke herself, under the will of her mother, though it is contended, that her husband elected for her, to take the land, and pay the value of one half to her niece, and that she was thus invested with the fee simple estate, which he could not pass without her concurrence, by deed duly executed according to the ceremonies prescribed for conveyances of femes covert. It is also contended, that, even if his act or election could not bind her, or enure to her advantage, yet, if there was no election, the land continued to be real estate, and as such vested in her, and could not be conveyed by him to Taliaferro, without her deed executed with the solemnities of a
This view of the contest between the parties, presents, at once, the necessity of adverting to the doctrines of equity on the subject of the conversion of land into money, and money into land. The rule is, perhaps, as clearly stated by the master of the rolls in the case of Fletcher v. Ashburner, 1 Bro. C. C. 499. as in any other authority. He observed, “ that nothing was better established than this principle, that money directed to be employed in the purchase of land, and land directed to be sold and turned into money, are to be considered as that species of property, into which they are directed to be converted, and this in whatever manner the direction is given ; whether by will, by way of contract, marriage articles, settlement or otherwise, and whether the money is actually deposited or only covenanted to be paid, whether the land is actually conveyed or only agreed to be conveyed. The owner of the fund may make land money or money land. The cases establish this rule universally. If any difficulty has arisen in any case, it has been from special circumstances.”
It is indeed most true, that however well the rule is established, difficulties have arisen in many cases, and have much perplexed the judges. Of this a most conspicuous instance is afforded in the opinion of lord Eldon, in the case of Wheldale v. Partridge, 8 Ves. 233. These difficulties have arisen, sometimes, from failing to distinguish cases falling within the principles above mentioned, from cases where a sale of land has been directed, and some part of the disposition failing, a trust has resulted to the heir. But I think they have sprung mainly, from following too closely the phraseology of the judges in the different cases, instead of
l. That the owner of the fund may make land money or land; 1 Bro. C. C. 499. 1 Meriv. 300. Cvjus est dare, ejus est disponere. The will of a testator, if not in collision with the law of the land, is the law of his property. He has an absolute right to say what shall be done with it; and if he directs trustees to sell it and turn it into money, and pay it over to the legatee, that direction must be obeyed. If literally and strictly obeyed, the legatee can only receive personalty, and will not receive realty; and if he dies before the conversion, it will go to his personal representative as money, since he himself would have taken money; for,
2. Equity looks upon things which ought to have been done, as done; and if the trustee ought to have made the conversion, and has failed to do it, the property will pass to those who would have had the beneficial interest in it, had he pursued the directions of the trust.
3. The rule is, however, modified by this principle, that where money is directed to be turned into land, or-nice versa, the person entitled may elect in which way he will take, whether as money or land; and very slight evidence by acts done, will be sufficient. 5 Munf. 122. Amb. 229. 242. 2 Ves. jr. 176. 1 Bro. C. C. 500. But this right of election is of itself modified or subject to exceptions. For an infant cannot elect, 2 Bro. C. C. 56. though a court of equity may elect for him, 2 Rand. 404. Nor can an alien elect; 5 Munf. 127. And where land is directed to be sold, and the money divided among several, all must unite in an election to take the property in its original condition, or the conversion must be made; 1 Bro. C. C. 500. For the rule, which admits of this election, we are truly told, is “ a rule of equity not affecting the nature of the estate, but founded in the convenience of the parties. Why encounter the expense and trouble of a sale, and oblige the cestui que trust, if he wishes to hold the land, to purchase it in ? It is to avoid this circuity, that courts of equity permit him at once
Such are the general principles of the rule in question. They are to be traced back to a respect for the will of the donor or testator, who has imposed upon his own property, in the distribution of his bounty, the character which seemed to him fit. Whatever that be which he has stamped upon it, that it must bear, until it is changed by the election of a party invested with the right, and capable of exercising the power, of election. To use the language of the cases, whatever character he has imperatively fixed upon it, that it must bear until changed. It was, indeed, at one time, decided, that there was no equity as between the heir and personal representative of the legatee, to change it after his death, from its actual state at that time; Walker v. Denne, 2 Ves. jr. 170. 176. But that case was soon questioned,
Where, indeed, the change is not imperatively required, the property is permitted to retain that character which it actually has at the legatee’s death. Thus, if lands are directed to be sold and the proceeds laid out in personalty or in other lands, the conversion into personalty is not imperative, and the discretion vested in the trustee preserves the estate (until an actual sale has been made) in its original character of real estate.
After these views of the principles which are invoked as governing the case at bar, let us proceed to consider this case more particularly.
I am of opinion, that the will of Mrs. Alexander contains such an imperative direction to her trustees to sell the tract called Dunn's, as fixed imperatively upon that property, in the event that has happened (the failure of Mrs. Brooke to make the choice given her by the will) the character of personalty. What did the will direct ? That the land should be sold, and the money divided; but that if her daughter when married or of age, should choose, she might take the land in fee. If then, her daughter did not choose to take the land, the direction of the will, and the design of the testatrix, required that the conversion should be made. She commands it to. be done, unless the daughter should elect otherwise. If she did not elect, it was the trustee’s duty to sell, and particularly, if (as I think) her right of election was determined by her marriage. Upon what principle of equity, could their delay to fulfil the trust by selling the land, and paying over the money to the husband and niece, divest the former of his rights, and make that land, which they ought to have converted into money ? There was none; on the contrary, the principles of equity assure to the party his rights, notwithstanding the breach of
Such appears to me to be clearly the state of the case, unless Mrs. Brooke did, by herself or her husband, make the election, which by the will she was impowered to make. That she did not elect, at any time, in her own person, is obvious. The contrary is not pretended. Whether her husband could elect for her, and did elect for her, are, therefore, the important questions to be examined.
He could not elect for her—1st, Because, according to the true construction of the will, the election was to have been made by her, at the time of her marriage. I concur with the appellant’s counsel, that the terms when married, designate the time when the election should be made, and not the situation in which' she might be. There was nothing in the situation of coverture, that was peculiarly calculated to fit her for election; since her will would then be under the influence of another, and she could not without the concurrence of that other, make an election, which would fix upon her, and by consequence upon him, a heavy charge. The election after marriage, would, in effect, have been a contract by which she would have assumed a personal responsibility (and he would of course have been also bound) for one half the valuation, however extravagant, to Huey T. Hooe; and Brooke, by this act of his wife, would not only have been deprived of his wife’s fortune in one half of the land, but have been charged with Miss Hoods fortune in the other half. Moreover, if the words when married, do not designate the time, but the condition, then she had time during the coverture to decide; and, in the interval, Miss Hoods interest in the estate would have been suspended, except as to the receipt of a portion of the rents; which never could have been designed, since her interest, at least, was explicitly made personal in every event. On the other hand, it was very natural that the mother, while providing that her daughter’s estate should be converted into money, as best suited for the fortune of a female, should allow her
In the view I have taken of the subject, it is quite unnecessary to grope through the equivocal testimony in the cause, to discover, whether he acted for his wife or for himself, in the transaction with the executors. The taking the conveyance of the lands which Taliaferro gave him in exchange, to himself, proves his intention to act for himself, when that conveyance was made. Be this as it may, if the right was in her, no election by him could affect it, if it was in him, no mistake of his right could forfeit it. It remains only to see, what was the effect of Mrs. Brooke’s failure to make an election.
1. By the will, the legal title was devised to the executors in fee, subject to be divested by her election to take the land, upon which the legal title would have immediately shifted and been vested in her in fee. One only of the executors, John Taliaferro the elder, qualified as such; and in him all the rights and duties given by the will to the executors, were concentrated, by the operation of the statute 21 Hen. 8. ch. 4. which continued in force till January 1787, when our own statute of 1785, which superseded the english statute, took effect. 1 Rev. Code, ch. 104. § 52. p. 388.
2. Mrs. Brooke having failed to elect to take the land at the time of her marriage, I am of opinion, that the election given by the will, expired upon the marriage. From that moment, the direction to sell and convert the land into money, was imperative and unconditional, and irreversible by her. The character of money was given to her interest. It was personalty, and devolved on her husband, as a portion of his marital rights. And, though by the english law, if he had found it necessary to resort to equity ton enforce
3. Brooke being thus invested with the right to the proceeds of one half the' land, and having paid to Miss Hooe her portion, being the value of the other half, had a clear equity to the whole proceeds of sale, and, by consequence, a right to elect to take the land itself, in which he had thus acquired the intire interest, instead of having it sold, “ and being compelled to encounter the expense and trouble of a sale, and upon that sale to buy it in.” He did so. Whatever may have been the views and opinions of those who managed the transaction, it is sufficiently clear, that he, with the full possession of the equitable title, has, by an arrangement the fairness of which is not impeached, passed over that equitable title to the person having the command of the legal estate, and thus, by uniting the two, has vested in him a complete and valid title to the land.
To test this, let us see whether Brooke’s children have title, either legal or equitable. Their title is not legal, for I have shewn that the legal title could only vest in their mother, upon her election to take the land, which election was never made. Nor have they any equity; for the right to the money passed to their father, as a marital right, which they can never question. And this consequence would equally follow, it would seem, even though Mrs. Brooke’s right of election was only determined by her death. For, in that case, as she made no election in her lifetime, her interest, upon her death, would have devolved upon her husband as personalty, and his children would have had no title to demand it. The form of an administration might indeed
Having thus arrived at the conclusion, that there is no valid objection to the title of Taliaferro under Brooke, to the Dunn’s■ tract of land, it is I think sufficiently obvious that an examination of the other questions made in the cause, can in no wise be necessary.
The decree is to be reversed, and the bill dismissed.
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