Chinn v. Murray
Chinn v. Murray
Opinion of the Court
The contract between Thomas Chinn of the one part, and Hugh Chinn of the other, of the 27th day of November 1800, is one novel in its character, and in the task of construing it little or no aid is derived from a resort to precedents. The difficulties which embarrass the mind in adjudicating the questions as to the intent and object of the parties to the instrument, arise from the relation which they bear to each other — -that of father and son. The question, whether the deed ought to operate as a sale or an advancement, and if the latter, to what extent, would not perhaps admit of much doubt, if the deed was to be considered by itself. It is a conveyance from the father to the son of a tract of land in fee simple, with general warranty ; and the consideration expressed is an annual rent of 2200 pounds of tobacco and casks, during the life of the father. If the tobacco was a fair and foil rent for the land, and nothing more, as I think is fairly to be deduced from the evidence, and as is admitted by the counsel for the appellees, it would, it seems to me, be proper to construe the deed, standing alone, as importing a lease to the son for the life of the father for an equivalent, and a gift or advancement of the remainder in fee. Annexed to the deed, however, is a covenant on the part of the son. by which he undertakes to “pay to
The covenant further provides, “ that the sum of eighty pounds paid by Hugh (the son) for a lease in part of this land, is to be deducted in case the five hundred pounds is demanded.”
The counsel for the appellees admits “ that the undertaking to pay £ 500 for the -said conveyance by this deed, should the father be reduced to the necessity of demanding it, if taken by itself, would convey the idea that the £ 500 was to be the purchase money of the land in fee.” But he proceeds to argue, that w'hen all the parts of the covenant and deed are taken together, the covenant ought properly to be taken as securing to the father the right and privilege, should his necessities require it, of selling out the rent charge to Hugh, at the liquidated and agreed sum of £ 500. The objections which the counsel supposes might be raised to this construction, to wit, that the value of the rent charge is rated too high, and that it would be unreasonable to assign a fixed value to a subject constantly diminishing in value, are to my mind of great force, and not satisfactorily met by the answer which he gives to them. That answer is that the contract is so written; that the father, because he was father and donor, dictated the terms of the contract; and that the reservation of a right to demand £ 500 was probably regarded by Hugh as a mere pledge exacted by the father for the good behaviour of the son.
The counsel proceeds to argue further, “ that if the £ 500 had been regarded by the parties as the consideration for the fee, the covenant would have proceeded to say, ‘ in which case the said Hugh, on paying the
If then the execution of the deed had been immediately followed by a demand and payment of the £ 500 before there had been any increase in the value of the land, it seems to me that such a transaction, taken in connexion with the proof that £ 500 was a full equivalent for the land, would place the father and son in the relation of vendor and vendee, just as fully as if the contract had been between strangers. And I cannot perceive how the fact, that the demand was delayed till after the lapse of many years, and after a considerable appreciation in the value of the land, can in any manner affect the result. The always present and continuing
Looking to the character of the contract, to the fact that the twenty-two hundred pounds of tobacco was a full rent, and £ 500 the fair price for the land, and that the father himself so regarded it, I have come to the conclusion, that it was the intention of the parties that Hugh, in the event of a demand by the father, and a payment by the son of the £ 500, should be regarded as a purchaser of the land. That the £ 500 covenanted to be paid,, was not a mere arbitrary sum dictated by the father without reference to the value of the subject granted, but that both parties contemplated the value of the land, regarded the £ 500 as its equivalent, and fixed upon that sum as the price at which it might be in,the power of the father, consulting his own comfort and convenience, to convert into a sale, that which, without a demand on his part for the £ 500, would be an advancement to the son.
In 1802 Thomas Chinn sen’r conveyed to his son Robert, 200 acres of land by a deed, very similar to the one previously made to Hugh. The main features in which this contract between the father and son departs from the one between Hugh and his father are, that in the case of Robert the rent reserved is a money rent of £ 20, and is to continue during the lives both of the father and his wife; that the covenant to pay the £ 500, if called for by the father in his lifetime, forms a part of the deed itself j and that the latter contains a clause re
As to what was the exact value of Robert's tract of land at the date of the contract between him and his father, the testimony is not so full as that in relation to the tract conveyed to Hugh. The witness, Burr Powell, who wrote the deed from Thomas Chinn sen'r to Hugh, and who seems to have had frequent conversations with the former on the subject of his contracts with his two sons, states, that the former regarded the £ 500 as about the fair value of each tract at the dates of the respective conveyances; and as there is nothing in the record to shew that Robert's tract was worth more than that sum, I take it that £ 500 was regarded by the parties as in the case of Hugh, as a fair equivalent for the fee.
Some time after the execution of the deed to Robert, his father made a demand for the £ 500, the payment of which Robert effected by a sale of the land conveyed to him by his father. The land sold at the price of £ 900, and the purchaser by the direction of Robert paid to his father the sum of £ 500; and the balance £ 400 was paid to Robert. For the reasons stated above in relation to the contract between Thomas Chinn sen'r and Hugh Chinn, I regard Robert as a purchaser of his tract of land at the agreed price of £ 500; and, therefore, think that the Court erred in charging him with the £ 400 as an advancement, in the division of the real estate of his father.
A like demand was made by Upp as the agent of Thomas Chinn sen'r on Hugh for the £ 500, covenanted to be paid by him, subject however to a credit for the £ 80, which the covenant recites to have been paid by Hugh for a lease in part of the land; and which it provides should be deducted in case of a demand for
It made absolute the covenant which was before conditional. If the father had died without making the demand, Hugh might have held the land without being compelled to pay the £ 500. But the father, to whom the right of demanding it appertained only during his life, chose to exercise his privilege; and died leaving the demand unrevoked, and an item in an unadjusted account between him and his son. Had the father died leaving no estate to divide, I do not see how Hugh could under the circumstances have protected himself against a recovery on the covenant, in a suit by the personal representative of Thomas Chinn sen’r. If the covenant had any force at all after the death of the father, it was absolute against Hugh for whatever balance was due upon it; and the representative had no election in the matter. That such was the legal effect of the covenant, and the transactions of the parties in relation to it, the administrator of Thomas Chinn sen’r, who was also one of those entitled to a division of his real estate, has himself recognized and insisted upon; and has in fact taken a decree for the £ 420. I think, therefore, that Hugh ought to have been permitted to hold his tract of land as a purchase, and not as an advancement; and that he ought to be compelled to pay whatever balance may be due on the covenant.
It is said that the law of hotchpot repeals all gifts, all advancements made by the intestate to those who seek to share in the division and distribution of his estate. This is true: but it does not follow that all bargains between a father and any of his children, which have resulted to the advantage of the latter, are to be surrendered up to be cancelled as the condition of their being allowed to come into the partition of the estate left by the former. If, at the division of a father’s estate, on looking back to a contract between him and his son, purporting on its face to be a sale, we should find that the former had parted with his property at a price grossly inadequate, and yet that the transaction was free from any fraud or imposition, the fair inference would be, that, notwithstanding the form of the contract, the parties did not really mean to treat with each other as vendor and purchaser; but that the father intended the benefit of such contract, or the excess in value of the subject parted with, over that of the price received in exchange, as an advancement to the son. If, on the other hand, we should regard the bargain as one, which, though eventuating in benefit to the son, or even decidedly favourable to him at the date of the contract, was still such as might have resulted from a fair and equal treaty between strangers, I know of no law which would justify us in depriving the son of the benefits of his contract.
With these views of the rights of the appellants, it becomes necessary for me to consider whether by their laches or otherwise, they have deprived themselves of the privilege of insisting upon them in this Court. It is contended that they have'; that there has been a vir
And, in the first place, it is worthy of‘remark, that the suits were not what are usually termed mere friendly suits, in which the parties were asking the Court to sanction and assure to the respective parties, by its mere formal action, certain rights about which there was no dispute. On the contrary, the bills and the answers disclose the fact that the parties were directly at variance on questions in many respects peculiar and novel in their character, the decision of which was most materially to affect the claims of some of them to share at all in the division of the estate. Much testimony was taken on both sides, bearing on the questions in controversy ; and the Chancellor, when he came to make his interlocutory order for a division of the estate, instead of pronouncing a decree calculated to satisfy Hugh and Robert Chinn, that their pretensions were without foundation, and could receive no countenance in his Court, accompanies the order with a written opinion, in which he expresses his own want of confidence in the correctness of the decision, invites the parties to controvert it by exceptions to the report of the commissioners when it should come in, and promises that the matters of controversy shall be again more maturely considered on such exceptions. The commissioners act and make a report, in which it is shewn that, on the division of the estate, they have in the main carried out the principles of the decree; and at the term next after the return of the report, those representing the interests of Hugh and Robert Chinn, file their exceptions, reasserting essentially the claims presented by them in their answer and cross-bill. At the April term 1827, the death of Robert Chinn is suggested, and at the April term 1828, leave is
Again, if we look to the conduct of the appellees themselves, it is utterly at war with the idea that they regarded the decree of 1819 and the action under it, as disposing definitively of all important matters of controversy between the parties. If, as soon as the decree of 1836 was rendered, they had come forward and renounced the benefit of that portion of it decreeing the payment of the 1399 dollars by the heirs of Hugh Chinn, and had stated that it had been rendered by a mistake on the part of the Court or their counsel; that all parties had regarded the decree of 1819 and the division under it, as settling all matters in dispute, and had from that time, either by an express agreement or tacit understanding, acquiesced in it; in such case it might not, perhaps, have been improper to conclude, that such indeed was the fact, and that the decree of 1836 was the mere mistake of the Court, who had taken up the case and pronounced the decree as a matter of course. Such, however, has not been the conduct of the appellees. It appears that their counsel, at least, were present at the rendition of the decree of 1836, and must be regarded as assenting to and approving it. And in their answers to the bill and petition for a rehearing, the appellees, instead of admitting the manifest error in the decree by which Hugh Chinn’s heirs, though denied all participation in the division of the es
In order to reconcile the conduct of the appellees in taking and insisting on the decree for the 1399 dollars^ with their answers to the bill for a rehearing, it is necessary for us to suppose that the heirs of Hugh Chinn were quietly acquiescing in a division which excluded them from all participation in the estate ; and were yet content to stand exposed to any recovery the appellees might still obtain against them on account of the covenant to pay the 500. In other words, the appellees do in effect contend, that the case was still open in 1836, so far as all claims asserted by themselves were concerned, but closed as to all the demands asserted by the heirs of Hugh and Robert Chinn: that lapse of time could not and ought not in any wise to affect their claim to the 1399 dollars, but that the appellants, who stood in the same predicament with themselves as to laches, ought to be treated as having waived all benefit of their exceptions.
In England there is no statutory limitation either to a bill of review or a petition for rehearing of a decree which has not been enrolled; and the Courts have adopted the period of twenty years, in both cases,. as that beyond which they will not disturb such decree. Daniel in the 3d volume of his Chancery Practice, p. 1620, says: That “by an old order of the Court it is directed that when any parties shall be dissatisfied with the judgment of the Court given upon the hearing of any cause, they do, if so advised, petition for a rehearing within a fortnight after the decree pronounced. This order has not however been followed in practice, and a
The appeal brings up the propriety of all the decrees made in the cause. That portion of the decree of 1836 which directed the payment of the 1399 dollars by the heirs of Hugh Chinn, was corrected by the Judge below in his decree of 1840, and has been adverted to in connexion with the conduct of the appellees in respect to it, for the purpose of shewing that they themselves in 1836 regarded an important question in the controversy as still open. To decide that the appellants shall under all the circumstances of the case be denied the right of a hearing on’ the merits, on the grounds of laches and acquiescence set up by the appellees, would, it seems to me, to be establishing a precedent which might make a very ready disposition of many important controversies now sleeping in the several Chancery Courts of the State; but the good effect it might have in inciting the diligence of suitors would, I should apprehend, be far more than counterbalanced by the loss of valuable and important rights, which would in many instances follow, as the consequence of its application.
There is in our State no limitation by statute to a petition for a rehearing, and instead of there being any argument against a rehearing in this case, deducible from the fact that there is a statutory limitation to bills of review, the argument seems to me to be the other way. The fair inference to be drawn from the absence of any enactments on the subject is, that our legislature did not
I am of the opinion that there is no error in the proceedings and decrees of the Court below so far as respects the tract of land alleged to have been conveyed to Robert by his father a short time before the death of the latter, and the interest in the house and lot in Middleburg, for which Thomas Chinn sen'r executed a deed of release to his son-in-law John Upp, on the 16th of December 1815.
Baldwin, J. In no point of view, can the conveyance from Thomas Chinn the elder to his son Hugh, and the cotemporaneous agreement between them, be treated as a purchase from the father by the son of the land to which the latter thus acquired title. There was no consideration for the conveyance of the fee, except that of natural love and affection; and the reservation to the grantor, during his life, of an adequate rent, placed the parties, for the time, in the relation of landlord and tenant. The stipulation for the payment of £ 500 by the grantee for the conveyance, if the grantor should ever find himself reduced to the necessity of demanding it, did not constitute the son a purchaser, there being no mutuality in regard to that matter ; for it was a mere privilege reserved to the latter to exact it, and the son had no authority to compel its acceptance. And even if the son had tendered, and the father had accepted the money, the only effect of that circumstance would have been to terminate the rent, and anticipate the period for estimating the value of the subject granted. The transaction would still have been, as it was at first, an ad
That such would have been the result is evident, both from the terms of the agreement, and the essential nature of such a transaction between father and son. The only effect of the exaction and payment of the 500 was to be, as provided in the memorandum on the deed, that the grantee should be exonerated from the payment of the rent; and there is nothing to indicate that thenceforth the subject was to be uninfluenced by the relation betwixt the parties of father and son; and indeed it is difficult to conceive that such a contract would ever have been made between strangers in blood. The intent of the father, who of course prescribed the whole arrangement, seems to have been, to give to the son a home which ,,he might manage and improve according to his discretion; with a reservation to himself, in the form of rent, of a stipulated annual sum applicable to his current wants, and moreover the power, should he choose to exercise it, notwithstanding the absolute conveyance, of substantially recalling or diminishing the advancement, by requiring of his son the payment of money to a given amount. In this there could be no injustice to the son, for he would still stand in regard to expectations from the bounty of his father, and the ultimate division of the estate in the event of the father’s intestacy, upon a footing of equality with the other children.
The case is to be governed, not by the law of contracts, but by the provision in the law of descents in relation to advancements. That provision is founded
Treating the conveyance from the father to the son as an advancement, (and ic could be nothing else, inasmuch as it was not a sale,) the question then arises as to the period of time in reference to which the value of the subject is to be estimated. Is it the date of the conveyance, or that of the grantor’s death, when by the termination of the rent the grantee came to the enjoyment
Advancement imports a substantial benefit in money or property, conferred by a parent upon his child, without an equivalent from the latter, by an act of the former in his lifetime, other than the making of a last will and testament. Where the gift, grant or conveyance confers a title to the thing, or to the use of it, and the effectual possession, so as to bestow the immediate enjoyment, or opportunity of enjoyment, it is a present advancement. But where, from the want of a present title or effectual possession, the enjoyment and opportunity of enjoyment are postponed until a subsequent event or period, there the gift, grant or conveyance operates as a future advancement. In the former case the value of the subject is to be estimated as at the date of the gift; in the latter when it substantially takes effect.
This distinction is founded in the nature of the transaction and the spirit of the law, and looks to considerations of justice, convenience and policy. If a father gives to his son a tract of land, or a slave, or a sum of money, or other property, for the purpose of being
But the principle of these decisions is not applicable to future advancements. Take the case most analogous to the present, of a gift by a father to his son of real estate in fee, but to commence in futuro, say at the death of the grantor, or with a reservation of a life estate to himself, or with a trust for payment to him of the profits during his life. There the gift may be said to be immediate, but the advancement is future. The donee gains no benefit from the subject in its then condition, nor can he derive any till his father’s death, unless he divest himself of his ultimate ownership by a sale of it for what he can get.
That such a gift is an advancement cannot be doubted ; but it is not because it anticipates the donee’s possession and enjoyment, as in the case of a present advancement ; but because it secures to him, by an act of the donor in his lifetime, a future possession and enjoyment, which
The present case is governed by the same reason as the one just supposed. The reservation of the rent to the donor retained to him for his life the substantial profits of the land, throwing out of view the donee’s own care, labour and capital employed during that time; as much so as if the gift had been of the fee after the donor’s death. If this be not a future, instead of a present advancement, then no such distinction, (though well recognized by authority,) can exist, and all donations of a father to a child, whether in presentí or in futuro, vested or contingent, must be regarded as immediate advancements, to be estimated as of the value in the market at the date of the gift.
I might here rest the case upon the distinction between a donation of land from a parent to his child, to take effect in possession and enjoyment immediately, and one by which the effectual possession and enjoy
I take the broad and pervading distinction to be, as already stated, between present and future advancements, or in other words, (to avoid sticking in the letter of the term advancement,) between a present and a future provision made by a parent for his child, by an act of the former in his lifetime. A future provision is not a present advancement. If a father gives to a son a tract of land, or a slave, or a horse, or government stocks, or bank shares, or a mercantile partnership interest, to take effect at the donor’s death, or the death of a third person, or at the expiration of months or years, or on the happening of a contingent event, where is the necessity or propriety of bringing the subject into the partition or distribution of the intestate’s estate, according to its estimated or conjectural value at the date of the gift ?
The reasons ruling a present advancement are not applicable to such a provision. The donee can obtain no benefit from the devotion of his skill, labour and enterprise to the subject: he cannot prevent deterioration
To treat a future provision as a present advancement would not tend to promote the equality contemplated by the statute, but the reverse. While the donee retaining his interest would get the benefit of any intermediate increment or enhancement of the subject, he would be accountable, in the partition and distribution of the estate, only for the inferior estimated value of his interest as of the date of the gift; and thus might get a double or treble portion of the aggregate estate : on the other hand, if from intermediate losses or depreciation the. subject should fall below the estimated value as of the date of the gift, the donee would be confined to that estimate in the partition and distribution of the estate, however great the increment or enhancement of the other property; and so might get only a half or a third of a portion. Now such inequalities would be avoided, at least to a great extent, by making the donee accountable for the value of the future provision at the time when it becomes effectual; and where that occurs about the time of the partition and distribution of the intestate’s estate, equality is attained as far as practicable.
According to this view of the matter, all advancements, whether present or future, are placed in one respect on the same footing: they are all to be estimated according to the value of the property at the time when they became effectual; which time as to present advancements corresponds with the date of the gift, but as to future advancements, with a period or event subsequent to that date.
The rule thus ascertained for estimating, in the partition and distribution of intestates’ estates, the value of advancements, is not only the most equal and just, but
Considerable light is thrown upon this subject by the case of Edwards v. Freeman, 2 P. Wms. 435, which was decided by Lord Chancellor King, with the aid of Sir Joseph Jekyll, Master of the Rolls, Ld. Ch. J. Raymond, and Mr. Justice Price. It had been often argued, and was much considered by the Judges. The material facts of the case were these:
Richard Freeman, on his marriage with his first wife Elizabeth, one of the daughters of Sir Anthony Kirk, by articles dated the 19th of February 1693, in consideration of the marriage and of £ 4000 portion, covenanted for himself and his heirs, with Sir Anthony Kirk, that he the said Richard Freeman, or his heirs, would within six months after request by Sir Anthony, his heirs, executors or administrators, settle all his lands in Battsford and in Gloucestershire, to the use of himself for
It will be seen that the portion of £ 5000 was no present advancement, but a future provision by the father for a child not in esse, stipulated by marriage articles, aud secured by bond, to take effect after the father’s death, and after the expiration of estates for life to him and his wife in the lands out of which it tvas to be
And the Judges held that this future contingent provision was an advancement, to be brought into hotchpot in the distribution of the intestate’s personal estate. It was treated as an advancement of £ 5000, and of course estimated at its full value when it became effectual, and there was no pretence that it ought to be estimated according to its conjectural value at the date of the settlement.
The only difficulty was whether the provision could be treated as an advancement at all; and it was objected, 1st. That it was not a voluntary, donation from the father, but founded upon the consideration of marriage and a portion paid him on the part of the wife. 2dly. That it was not advanced by the father in his lifetime, but to take effect after his death. 3dly. That it was upon a contingency, and therefore could not be collated. But all these objections were overruled by the Judges, who decided that the case came within the spirit and meaning of the act, which was to prevent inequality amongst an intestate’s children. As to the 2d objection, it was determined that the act did not require the provision to be advanced in the father’s lifetime; if secured to the child in the life of the father it was sufficient; and it was in no wise material in what manner it was secured. What v/as meant by being secured was, of course, that it was provided for by the settlement, though upon a future contingency. As to the 3d objection, it was answered that although it could have been no provision until the contingency happened, (in other words, until it was made effectual by the event,) yet that after the happening of the contingency it was a provision, meaning an advancement then, and of course at its then value.
It may be well to observe here, that Sir Joseph Jekyll in his opinion quotes Swinburne 165, where it is said that if a father by deed settle an annuity on his child, to commence after his death, this is an advancement pro tanto; and by the same reason a reversion settled on a child, as it may be valued, is an advancement also. The quotation, it will be seen, is in reference to a future provision or advancement, and the context of the opinion, as well as the opinions of the other Judges and the decision itself, shews that such valuation does not recur to the date of the settlement. A present annuity, it is true, is to be valued as of the date of the grant, for its enjoyment then commences, though it be, like a slave or other perishable property, of uncertain duration. But if such annuity be brought into hotchpot after it is terminated, the Court will, in its discretion, direct it to be estimated according to its value at the date of the grant, or the payments made while it lasted to be brought in. Kircudbright v. Kircudbright, 8 Ves. R. 51.
There is nothing in the passage from Swinburne to indicate that a reversion is to be collated according to its value at the date of the gift: a reversion is placed upon the.same footing as a future annuity to commence at the-donor’s death, which surely ought to be estimated according to its value then, instead of going back, it may be twenty years, to the date of the gift, to conjecture its value at that period, taking into view the uncertainty of the annuitant’s surviving the donor. The difficulty botji as to an annuity and a reversion occurs at the time of the distribution, when the annuity may not have terminated, and the reversion may not have accrued. The distribution is not to be postponed on that account; and therefore ex necessitate, if to be collated
It will thus, I think, be seen, that the true and uniform principle of all provisions made by an intestate parent in his lifetime for a child, is to treat them as advancements when they accrue. The mere power to sell a future provision does not, I think, render it a present advancement: if it did, then it would be applicable as well to contingencies and possibilities, as to vested remainders. It cannot control the law of intestacy, which revokes the gift so far as the donee is concerned: a purchaser from him acquires his title, but the donee himself is debtor to the estate for the value of the subject, if he seeks to come into partition or distribution with the other children. If he does not sell, then he succeeds at the proper time to the whole property itself in its then condition ; and it is not equitable that he should be allowed, moreover, any, it may be the greater, part of the value of that property, the more especially as he has not had the trouble and expense of its care and management. On the other hand, if he sells, it is equally unjust that he should have such allowance in value, while, by his act, the purchaser acquires the whole property itself.
It may be thought inequitable that the donee who sells his future interest, should not account for the money he receives from the purchaser. But, in point of fact, he does account for it, by being debited with the full value of the property in the division of the estate. He gains nothing, unless in the case of perishable property that actually perishes before it accrues to the purchaser, and then his gain is not from the estate, but from the purchaser, who has to bear the loss; and the
I will not say that there may not be circumstances under which a future interest would be treated as a present advancement: as if the owner of only a reversion or remainder conveys it to his son, for the purpose of being sold by him to raise money for some pursuit or enterprise, and it is actually sold, that would be in substance an advancement' in money, and the donee would be accountable in the division of the estate for the precise sum received. Such cases do not militate against the general rule, but conform to its principle.
There is no authority that I have seen for the proposition, that a future provision is to be regarded as a present advancement; and at one period of our jurisprudence, it was extremely doubtful whether even present advancements were to be estimated as of the date of the gift, or according to their value at the time of the partition or distribution of the estate.
The doctrine of hotchpot has its origin in the English Common Law, in which, however, it prevailed to a very limited extent, being applicable only to advancements in frankmarriage, and not to other gifts to one of several parceners. Estates in frankmarriage, (now grown out of use,) are defined to be, where tenements are given by one man to another and his wife, who is the daughter or cousin of the donor, to hold in frankmarriage. In such a case, if lands descend from the same ancestor to the wife, and her sisters in fee simple, she or her heirs shall have no share of them, unless they will agree to divide the lands so given in. frankmarriage in equal proportion with the other lands descending. 2 Bl. Com. 115, 190.
The distribution of personal estates was unknown to the common law, and was introduced into the temporal Courts by the statute of distributions, 22 and 23 Car. 2 c. 10, which requires lands, as well as portions of personal estate, settled or advanced by the intestate in his lifetime, (except as regards the former in the case of the heir at law,) to be collated in the distribution. See the language of the statute, quoted 2 Wms. Ex’ors 907. There are no reported decisions upon it indicating that the advancement, whether present or future, is to be valued as of the date of the gift.
Our act of descents of 1785, (12 Hen. Stat. 139,) by its 15th section, provided that “ where any of the children of the intestate, or their issue, shall have received from the intestate in his lifetime any real estate by way of advancement, and shall choose to come into partition with the other parceners, such advancement shall be brought into hotchpot with the estate descended:” thus borrowing significant terms peculiar to the English Common Law doctrine of hotchpot, but applying them to a purpose unknown to that law, to wit, the bringing in of advancements not made in frankmarriage.
Our act of distributions of 1705, (3 Hen. Stat. 371-2,) by its 2d section, adopted the precise language of the statute of Charles in relation to advancements. And
But our revised act of distributions of 1785, (12 Hen. Stat. 146,) by its 25th section, provided that “where any children of the intestate, or their issue, shall have received from the intestate in his lifetime any personal estate by way of advancement, and shall choose to come into the distribution with the other persons entitled, such advancement shall be brought into hotchpot with the distributable surplus: thus departing materially from the language of the statute of Charles, and our former acts of distribution, and adopting that of the revised act of descents of the same session, above quoted, without alteration, except to adapt it to personal, instead of real estate.
Thus the revised acts of 1785, both of descents and distributions, while they confined advancements of real estate to partitions, and of personal estate to distributions, employed in relation to both the common law phrase of hotchpot, which is not to be found in the statute of Charles, nor in our acts of 1705 and 1748.
Our subsequent legislation, by the revised acts of descents and distributions of 1819, (1 Rev. Code, p. 357, 382,) conforms to the language of the revised acts of 1785 above quoted, with no other change than to place advancements of realty and personalty upon the same footing in respect both to descents and distributions.
It will thus, I think, be seen that but for the decisions of this Court already cited, it would be a question of considerable difficulty whether even present advancements, especially of real estate, should be estimated as of their value at the date of the gift; and those decisions were in relation to present advancements of personal property. I think, however, that the principle of them is not only reasonable, but that it ought to be extended, as it has been in Pennsylvania, to present advancements of real estate. But the reasoning on which
As to the claim for supposed improvements, which one of the exceptions of Hugh Chinn’s representatives suggests may have been -made by him upon the land before his father’s death, undoubtedly if it appeared that he had made permanent improvements thereon with his own means, there ought to be an allowance for them, by way of reducing the estimated value of the advancement. But there is not a particle of evidence on the subject, and none could avail any thing unless it reduced the value of the advancement below that of an equal share in the other lands. And for tho like reasons the claim for 100 dollars, alleged to have been paid by Hugh, for the extinguishment of an outstanding lease, is without foundation.
If I am correct as to the principles which should govern the conveyance to Hugh Chinn from his father, the same are equally applicable to the conveyance from,
From that sum of £ 400, there ought not, it seems to me, to be any deduction on account of the parcel of 25 acres, part of the 200 acres. That parcel is stated in the deed to have been previously conveyed by Thomas Chinn the elder to his son Richard, and by him devised to Robert: but the consideration and the condition of paying the annual rent, and the condition of paying the £ 500 if required, extended to the whole grant; and it appears from the evidence, and the answer of Robert, that a consideration for the conveyance to Richard enured to Robert, to wit: the release of a debt due from him to Richard, the amount of which has not been proved, but is stated in Robert's answer at £ 50; and the evidence serves to indicate that there was probably a reservation of rent from Richard, like that from the other sons. It would seem, therefore, that under the circumstances, the whole tract of 200 acres was treated by the parties as an
The sum of £ 80 has been properly debited by the commissioners to the intestate’s son-in-law John Upp, as the value of an advancement made to him of part of a lot in the town of Middleburg, to which the intestate had an equitable title, and on which the donee was residing and had made improvements, before the conveyance of the legal title to him, by the donor’s direction, from the proprietor of the town, of whom the latter had bought it at the price of £ 80. The reason assigned by the donor in his release to the donee accompanying the deed for relinquishing the title in his favour, to wit: the belief that the donee had expended in making improvements upon the property as much as it would bring if sold, did not render it the less a donation. A release from a father in his lifetime of money due him from a son, though prompted by strong considerations of moral propriety, arising out of the father’s own conduct in relation to the subject, has been held by the very destruction of the debt, to create an advancement. Gilbert v. Wetherell, 2 Sim. & Stu. R. 254; 1 Cond. Eng. Ch. R. 444.
Any suggestions or evidence in.relation to the respective advances in question, of an intention on the part of the donor that they should not be treated as such upon the partition of his estate, in the event of his dying intestate, I regard as quite immaterial. The matter is one depending not upon the intent of the donor, but the intent of the law applicable to cases of intestacy. Such an intent of the donor if not carried out is merely nugatory. Whether it could be carried out by any solemnity of contract between the donor and donee, with or without the concurrence, as parties thereto, of the other
The views above presented relieve me from the necessity of considering, what might have been the effect upon the rights of the defendants of their supposed laches and acquiescence in the report of the commissioners.
I think there is no error in the interlocutory decree of Chancellor Carr, nor in the final decree of Chancellor Douglass.
Allen, J. I agree with Judge Baldwin and the Court below in opinion that Hugh Chinn is not to be treated as a purchaser for value of the land in the proceedings mentioned. Coming in with the other heirs for a portion of the lands descended from their father Thomas Chinn, the property conveyed, subject to the rent reserved or incumbrance charged, is to be treated as a •provision by the father for the son by way of advancement.
The father having died intestate prior to the act of 1819, the case is governed by the act of 1785, 12 Hen. Stat. at Large 139, which provides “that where any of the children of the intestate, or their issue, shall have received from the intestate in his lifetime any real estate by way of advancement, and shall choose to come into •partition with the other parceners, such advancement shall be brought into hotchpot with the estate descended.” In the construction of this statute, as well as of the provision in respect to the distribution of the personal estate of the intestate, it has been held that the advancement is to be valued at what it was worth at the time it was made. The rule as respects personal estate, (and there is no difference in principle between real and personal estate as to this point,) with the reason on which it is founded, is laid down in Beckwith v. Butler, 1 Wash. 224. Where a child is advanced in money or negroes, he need not bring into hotchpot the interest or
The case of Edwards v. Freeman, 2 P. Wms. 435, which seems to be the only authority relied on in the Court below and here, for fixing the value as at the death of the father, instead of the date of the conveyance, seems to me to have no bearing on this question. On the question whether the son here, should be charged with it as an advancement, or take as purchaser, the authority was pertinent, and I think decisive. In that case, which is fully stated by Judge Baldwin, there was a provision for the daughter in the marriage settlement, to take effect upon her attaining the age of eighteen or her marriage. There could be no present advancement. The person was not in existence at the date of the settlement. No estate or interest then passed from the father. Two contingencies must happen before a scintilla of interest in his estate could vest in the donee, first, the birth of a daughter, second, that she should attain the age of eighteen or marry.
Both contingencies had happened; and upon the question whether this was to be treated as an advancement, Sir Joseph Jekyll remarked, “that the provision within the statute need not take place in the father’s lifetime; a future provision is a barjpro tanto, a portion assured or secured to a child, though in futuro, is a provision according to its value.” And to sustain this conclusion, he cites Swinburne 165, where it is said, ■ that if a father settles an annuity on his child to com
This view of the real question intended to be decided in the case, is rendered more clear, if possible, by the remarks of Lord Ch. Jus. Raymond. After shewing that, to make it an advancement, it was sufficient if it be secured to the child in the lifetime of the father, he adverts to the objection growing out of the contingency, and says, “ I grant it could have been no provision until the contingency happened ; but it cannot be denied that when the contingency has happened, it is a provision.” Thus shewing the question turns upon the fact when is the provision assured; when does an absolute interest part from the father and vest in the child ? In that case, not until the contingency happened, which was after the death of the father. And therefore no question could arise about the time it was to be charged. But where, as in this case, the provision is made by the deed, the reversion in fee vesting instantly, and actual possession passing, too, subject to a rent or incumbrance,
When it is said a provision to take effect in futuro, is no present advancement, a proper discrimination is not drawn between a provision depending on a contingency which may or may not happen, and an advancement of a certain interest which vests absolutely at the time. In the first case the father has parted with no portion of his estate. Unless (and until) the contingency happens, he gives nothing, the son receives nothing. But giving land subject to a rent reserved for life or years, or encumbered with a charge of a certain sum in lieu of rent; or slaves, reserving hires for life or years, or retaining their services for the same period, is not a provision depending on a contingency, but a certain fixed and irrevocable interest vested in the donee, and an immediate diminution of the father’s estate pro tanto. If the advancement is not to be accounted for according to the value when made, besides the gross injustice to the other heirs and distributees which might occur iu the instances already put, the rule at last could be but partially executed in some cases, and would be attended with insuperable difficulties in others. A father advances his eldest son by giving him the reversion to a tract of land in which another (say his mother, a case not unlikely to occur,) has a dower estate, and dies, the doweress surviving: must not the reversion be valued in this instance? Yet the life estate may endure for a long time. This, then, must constitute an exception, and the same thing might occur wherever property was given with a charge or incumbrance continuing for years. The father may die in the
If it be argued that the memorandum touching the payment of the £ 500 if called for, made this a contingent provision, it may be replied that this contingency did not affect the reversion in fee conveyed, but related entirely to the incumbrance charged; and' would merely affect the amount which the party coming in for partition would be bound to bring into hotchpot. The contingency never happened, as no effectual demand followed up, was made. The case in the actual state of facts, is to be decided as though the only reservation had been the rent. The question could never arise until the death of the father intestate, and the claim of the son to come in for participation with the other coparceners in the estate descended. If prior to the intestate’s death the £ 500 had been demanded and paid, the value of the land at the date of the advancement, reduced by the sum so paid, and the charge for rent up to that period, would have been the sum to bring into hotchpot. I think that the rule adopted in the interlocutory decree of 181.9, settling the principles on which the advancement to Hugh Chinn was to be accounted for by treating it as an advancement, taking effect at the death of the father, instead of the date of the conveyance, was erroneous, and if there were nothing else in the record, I should be of opinion to reverse the decree..
The ancestor Thomas Chinn died in 1816. The bill is filed for a partition as early as 1817. All the heirs were adults but one, a granddaughter. Before the interlocutory decree Hugh Chinn, one of the heirs, died leaving some infant children. The suit was revived against them, and they answered by their guardian ad litem. Elizabeth Brent a daughter of said Hugh, and apparently entitled to one eighth of his estate, for Hugh seems to have left eight children, died before the decree of 1819, leaving several infant children. But their fa
Both causes were heard together, and the decree settling the principles of the case was pronounced in November 1819. The commissioners reported to the April term 1820. Exceptions appear to have been filed to the report in September 1820; and from that time until 1836 nothing appears to have been done, except to suggest the death of a defendant in 1827, a motion to revive against his heirs in 1828, and a second answer to the cross-bill by Murray and wife is found amongst the papers endorsed as filed April 1828. During all this period, though the heirs of Hugh Chinn as they arrived at age seem to have disposed of their interests in his estate : though the other heirs of Thomas Chinn the elder were according to the answers to the petition for a rehearing, treating their portions as their own, selling, encumbering and conveying the land with the knowledge of the appellants, no attempt was made to disturb the partition or procure any action on the exceptions to the commissioners’ report. If the question is now to be opened, great injustice in all probability may be done to the parties and to innocent purchasers. It seems to me that the doctrines so repeatedly announced by this Court in reference to laches, apply with greater force to a case like this in suit than to a claim which has not been the subject of litigation. Suits for partition are of every day’s occurrence in the County Courts. In the com
I am, therefore, for affirming the decree.
•Cabell, P. and Brooke, J. concurred with Daniel, J.
The decree was as follows:
This Court is of opinion, that in the decree of the 27th November 1819, directing a partition of the real estate of Thomas Chinn senV deceased, there is no error, in so far as it treats the house and lot in Middleburg, in said decree mentioned, as an advancement of real estate to Upp and his wife by the said Thomas Chinn sen’r, in his lifetime, and directs the same to be brought into hotchpot for general distribution at the price of eighty pounds. Nor does it seem to the Court that there is any error in said decree in directing that Robert Chinn should, as the condition of his being permitted to share in the division of the estate, first bring into hotchpot the tract of land of 199£ acres, alleged to have been conveyed to him by the said Thomas in his lifetime, a short time before the death of the latter. The Court is further of
Reference
- Full Case Name
- Chinn & als. v. Murray & als.
- Status
- Published